KOREAN ELECTRONIC INDUSTRY. ED RESEARCH Co. Ltd JEWON LEE / Senior Researcher

Transcription

1 KOREAN ELECTRONIC INDUSTRY ED RESEARCH Co. Ltd JEWON LEE / Senior Researcher

2 Contents 1. Outline of Korean Electronic Industry 2. Display 3. Communication Equipment 4. Semiconductor 5. Robot 6. Research areas of ETRI & KAIST

3 Outlook on the Production (KRW 1 Billion) ( 0.65 Million Euro) Home Appliance 31,625 28,160 28,740 Information Communication Equipment 76,020 69,803 74,790 Display 36,400 37,618 41,849 Semiconductor 35,421 41,380 43,870 Electronics Industry is the largest export industry of Korea 30% of total export -> Main engine for Korea Inc. After the global economic recession, Korean electronics industry has entered a recovery phase since 2009 IT industry(i.e. Display and Semiconductor) is the driving force behind the production growth

4 Main Players Issue Samsung Current : Market Leader in global flat-screen TVs, DRAM memory Smartphone (Galaxy S) Focus : Television with Internet-accessibility and 3D experience - Market shares(2011, 1Q) : 48.8%(North America), 50%(Europe) Upgrade performance of Smartphone and Tablet PC % Market shares(smartphone, estimated in 2011) LG Electronics Current : Similar product spectrum to Samsung, but having a difficulty in profit last year(2010) Focus : 3D TVs with film-type patterned retarder(fpr) technology Increase Smartphone(Optimus) market share about 5% Tablet PC

5 Display(1) overview Korea is the world s largest producer of Flat Panel Displays(FPD) Main players are Samsung electronics & LG Display Trends in Market Share of LCD Panels

6 Display(2) Strengths The world top-tier mass-production technology for panels Win-win competition between the world s 1 st and 2 nd ranked firms Leadership of the global market in terms of products and technology(ability to invest preemptively on a large scale) Accumulated development capability for next-generation displays Leadership of the front-end TV industry

7 Display(3) Competition Status Rates of Localization and Competitiveness of Major Parts of LCD panel Competitiveness level : > >

8 Display(4) Development Direction Innovation of Technology - AMOLED - Flexible LCD - 3D Display TFT-LCD Industry Changes in shape and scope - Commercialization of large size - Growth of DID maker Secondary development - Solar cell - X-ray detector

9 Communication Equipment(1) Overview Since the mid-2000s, Korea has been taking the leadership in the global next generation mobile communication industry First development in the world : WiBro(Mobile WiMAX), HSDPA service, LTE(Long Term Evolution) handset modem chips Production Trend

10 Communication Equipment(2) Global Position Rankings of Country in the Global Wireless Communication Apparatus Market by Production output

11 Communication Equipment(3) Ten Major Manufacturers(2009)

12 Communication Equipment(4) Growth Direction Korea became the world s first nation to commercialize the WiBro service in 2006, and the world s sixth to obtain the 3G global standard, and completed nationwide installation of the HSDPA network in 2007 WiBro service adopted by 159 wireless carriers in 76 countries(asia and South America) 2008, Korean manufacturer succeeded in developing LTE chips(first time) 2009, Increasing demand for smart phones led to improve the processing capacity and transmission speed of communication services From 2011, 4G LTE network investment are performing to meet the market demand At least KRW 5 trillion for five years

13 Semiconductor(1) Overview Statistics Exports (2009) US $ 31 Billion (8.5% of total exports) Strengths Global leadership in the memory semiconductor sector The world s best production cost competitiveness World-class semiconductor applications industries including Samsung Electronics, LG Electronics and Hyundai Motors The government s solid support for the semiconductor industry Secured new technologies as 3G mobile communication, IPTV, DMB, and 4G Imports (2009) US $ 26.2 Billion (8.2% of total imports) Production (2008) KRW 36 Trillion (3.2% of all manufacturing industry) No. of Employees (2008) 92,000 (3.7% of all manufacturing industry)

14 Semiconductor(2) Industry Structure Korean semiconductor industry consists of roughly 370 companies Dividing 3 groups Device manufacturer(memory, system semiconductors, discrete device) Fabless and foundry companies Equipment and materials manufacturers 150 fabless companies, notably Mteckvision and Corelogic, are currently operating amid an industry experiencing growth each year Multi-media processors(corelogic), LCD TV driver ICs(TLI, Tomato LSI), ground-wave DMB chips(telechips) Domestic foundry industry Main players : Dongbu Hitek, MegnaChip Semiconductor Domestic Packaging industry Dominated by foreign companies : Amkor, Stats, ChipPac, ASE

15 Semiconductor(3) Market Share Korea has 11.3%(2009) of Global market share When it comes to the company(2009), Samsung is in the second place(7.6%) after Intel(14.1%) For DRAM and NAND Flash global market, Samsung is the number one company(32.1% and 37.7%, respectively) in the world Hynix positioned on second place(20.7%) for DRAM global market, and third place(9.2%) for NAND Flash global market For DRAM market share, recently reported(2010, 4Q) that Samsung takes 42.1% Hynix takes 22.2%

16 Semiconductor(4) Technology Innovation Domestic flash memory makers have succeeded in producing 20nm-class flash memories(the highest leading-edge processing technology up to date) in 2010 Widening the technology gap with rivals in terms of refinement and nano processing technology Samsung Electronics and Hynix may say that they are ahead one and a half years then their rivals

17 Robotics(1) Korean Market Outlook on the production of Korea s Robotic market (Unit : Million Euro) Average increasing(%) Industrial Service Professional Personal Parts/Components Total

18 Robotics(2) Company and Product Total 260 Robotics companies are in Korea(2009) parts / components; 85 Industrial; 95 Personal service; 48 Professional service; 32 Main products Industrial : components handling robot for automobile or electronics, test robot Service : Surveillance, agriculture, cleaning, education Parts & Components : Moving components, motor, driver, proximity sensors

19 Research areas of ETRI IT convergence RFID/USN, Robot/cognition system, Green computing, BT convergence, Vehicle- IT convergence, Postal & Logistics Software Embedded software, Speech/language information, Cloud computing, Next generation computing, Knowledge-based information security & safety Convergence components & Material NT convergence components, New devices & Materials, Photonic/Wireless convergence components, System-on-chip, Advanced solar technology Broadcasting & Telecommunication IPTV, 3D TV system, Satellite & Wireless convergence, radio Internet 4G, future network system, optical internet

20 Research area of KAIST Innovative technology for secondary battery anti-reflective OLED Transparent CNT Electrode CNT alignment IPTV service provide technology Face and facial feature detection technology Scheduled power-saving method in IEEE e system War-game modeling and developing the simulator method Improvement of configuration management process Monitoring the indoor location based on open radio map

21 Welcome to KOREA!