2011

ITIS

IEK ITIS

2011 IC () 3,979 2010

6.8%(1)(2) PC/NB
(3) DRAM
3.6% IC PC/NB
9.9%
IC Apple ( iPhoneiPad ) PC/NB
eBook Apple WiFiGPS
PC/NB
2011
IC 936 2010 9.9%
IC
iPadiPhone 12 IDM

6.9% 9.9%DRAM DRAM ASP

DRAM 5.6% 26.8%
2011 IC 1,970 2010 5.9%
IC IC
2011
741 5.6%IC DRAM Flash
2011 332
5.7%2011 IC 1,073
2010 5.6%
1

2011 IC

10Q1

10Q2

10Q3

10Q4

11Q1

Q/Q

Y/Y

11Q2(e)

2009

2010

2011(e)

IC

1,111

1,196

1,202

1,039

936

-9.9%

-15.8%

992

3,859

4,548

4,368

-3.9%

IC

2,007

2,311

2,429

2,094

1,970

-5.9%

-1.8%

2,002

5,766

8,841

9,425

6.6%

1,257

1,429

1,539

1,484

1,382

-6.9%

9.9%

1,426

4,082

5,709

6,653

16.5%

750

882

890

610

588

-3.6%

-21.6%

709

1,684

3,132

2,770

-11.6%

IC

640

750

795

785

741

-5.6%

15.8%

780

1,996

2,970

3,237

9.0%

IC

285

335

355

352

332

-5.7%

16.8%

346

876

1,327

1,435

8.1%

IC

4,043

4,592

4,781

4,270

3,979

-6.8%

-1.6%

4,120

12,497

17,686

18,465

4.4%

IEK ITIS (2011/05)

IC 1 3.15
182 IC
PC/NB

3G/4G
WiFi
Qualcomm AtherosIntel Infineon Wireless
2G/2.5G PC WiFixDSL
Baseband WiFiBluetooth
Total Solution BroadcomQualcomm
IC
Samsung Electronics

28

Samsung Electronics
45 IBM
32 28

28

IBM IMEC Sematech

2

Samsung Logic
Samsung Logic IBM
Common Platform IMEC Sematech
Samsung

IC

TFT LCD IC 3 2
TFT LCD IC IC 2012
10% IC IC
IC
TFT LCD IC 12 8
8 2 2010 IC
MOU IC 10
IC 6~7 1
IDM
turnkey
IDM
18
IC
2 9 (
18 )

18
LED
IC IC IC

IC

2011 2011 4,120

3.5%
IC Intel Sandy Bridge PC
3

 iPad-like PC/NB
2011 6.0% 992
IC 3.2% DRAM IDM DRAM
ASP 2011 20.6% 2011 IC 2,002
2011 1.6%
IC
PC iPad-like
2011 780 346 2011
5.3% 4.2%
2011 4,120 3.5%
2011 18,465 2010 4.4%
IC PC/NB
2011 3.9% 4,368
IC 2011 IC 9,425
6.6%
IC 311
2011
3,237 1,435 2010 9.0% 8.1%
2011 18,465 2010
4.4%