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(1) ±â¾÷ ¿¬Çõ 2
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(1) ±Û·Î¹ú ¹ÝµµÃ¼¾÷°è ¼øÀ§ 6
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(4) ±Û·Î¹ú DRAM ¾÷üº° °øÁ¤ Àüȯ ÇöȲ 7
(5) ±Û·Î¹ú ¸Þ¸ð¸®¾÷üÀÇ ROE vs P/B 7
(6) ±Û·Î¹ú ¹ÝµµÃ¼ ¾÷ü Valuation 8
3. À繫 ºÐ¼® 10
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(1) ÁÖ½Ä Data 13
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(1) ±Û·Î¹ú ¹ÝµµÃ¼¾÷°è ¼øÀ§
(Unit : U$ M / Ãâó: 2xxx³â 12¿ù, iSuppliÀÚ·á)
2009³â ¼øÀ§
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2009³â ¸ÅÃâ¾×
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1
1
Intel
32,187
40,394
25.50%
2
2
Samsung Electronics
17,496
27,834
59.10%
3
3
Toshiba
10,319
13,xxx
26.10%
4
4
Texas Instruments
9,671
12,994
34.40%
9
5
Renesas Electronics Corporation
5,153
11,893
130.80%
7
6
Hynix
6,246
10,380
66.20%
5
7
STMicroelectronics
8,510
10,346
21.60%
13
8
Micron Technology
4,293
8,876
106.80%
6
9
Qualcomm
6,409
7,204
12.40%
14
10
Broadcom
4,278
6,682
56.20%
15
11
Elpida Memory
3,948
6,446
63.30%
8
12
AMD
5,207
6,345
21.90%
11
13
Infineon Technologies
4,456
6,319
41.80%
10
14
Sony
4,468
5,224
16.90%
18
15
Panasonic Corporation
3,243
4,946
52.50%
(2) ±Û·Î¹ú ¹ÝµµÃ¼ ½ÃÀå Á¡À¯À²
1) DRAM ¹ÝµµÃ¼ ½ÃÀå Á¡À¯À²
¡¡
Q1-09
Q2-09
Q3-09
Q4-09
Q1-10
Q2-10
Q3-10
Q4-10
Samsung
33.70%
34.00%
35.40%
32.20%
32.6
Âü°í¹®Çå
ÇÏÀ̴нº ȨÆäÀÌÁö http://www.hynix.com/
»ï¼º°æÁ¦¿¬±¸¼Ò http://www.seri.org/
±Ý°¨¿ø ÀüÀÚ°ø½Ã½Ã½ºÅÛ http://www.shi.samsung.co.kr/
Çѱ¹½Å¿ëÆò°¡Á¤º¸ http://www.kisinfo.com/
Áõ±Ç°Å·¡¼Ò http://www.kse.or.kr/
ÇÏÀ̴нºÀÇ 2008³â ~2010³â À繫Á¦Ç¥