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제10회 한국테스트학술대회<br />
Korea ATE Maker의 Future Biz. 방향<br />
June 24, 2009<br />
President & CEO<br />
EXICON<br />
Myung-Bae Choi<br />
-1-
World-wide Semiconductor Device Market<br />
Source : Gatner (Aug. 2008)<br />
ETC<br />
Opto. 1%<br />
10%<br />
ASSP<br />
26%<br />
ASIC<br />
Discrete<br />
9%<br />
6%<br />
Memory<br />
19%<br />
Micro<br />
18%<br />
Logic<br />
Analog<br />
5%<br />
6%<br />
Revenue($B) 2008<br />
Memory 53.4 18.7%<br />
Micro 52.3 18.3%<br />
Logic 13.8 4.8%<br />
Analog 18.6 6.5%<br />
Discrete 18.3 6.4%<br />
ASIC 25.3 8.9%<br />
ASSP 72.9 25.5%<br />
Opto. 27.7 9.7%<br />
ETC 3.1 1.1%<br />
Total 285.4<br />
-2-
CAPEX : The Big Spenders<br />
Rank Company 2007<br />
*<br />
2008<br />
($M)<br />
1 Samsung 8,000 7,500 15.5%<br />
2 Intel 5,000 5,000 10.3%<br />
3 Toshiba 3,631 3,528 7.3%<br />
4 Hynix *<br />
5,100 2,200 4.5%<br />
5 Micron 3,150 2,140 4.4%<br />
6 Sandisk 1,600 1,800 3.7%<br />
7 TSMC 2,538 1,800 3.7%<br />
8 RexChip 1,400 1,266 2.6%<br />
9 Inotera 1,819 728 1.5%<br />
10 Sony 786 972 2.0%<br />
11 Texas Instruments 686 900 1.9%<br />
12 PowerChip 1,928 760 1.6%<br />
13 Advanced Micro Devices 1,686 800 1.7%<br />
14 ST Microelectronics 1,140 800 1.7%<br />
15 Matsushita 528 658 1.4%<br />
16 Chartered Group 768 630 1.3%<br />
17 United Microelectronics 906 626 1.3%<br />
18 SMIC 860 600 1.2%<br />
19 Tech Singapore 611 600 1.2%<br />
20 Renesas 618 589 1.2%<br />
Top 20 Total 42,755 33,897 70.0%<br />
World-wide Total 63,370 48,425<br />
Source : Gatner (Aug. 2008)<br />
• Korea Companies<br />
- Top 10 중 2개 회사<br />
- World-wide Total<br />
기준 20%($9.7B)<br />
-3-
World-wide ATE Market by IC<br />
Other<br />
Source : Gatner (Oct. 2007)<br />
2%<br />
SOC<br />
45%<br />
Memory<br />
34%<br />
• Memory 와 SOC Tester가 79.4%를 차지<br />
RF<br />
7%<br />
Mixed<br />
Signal<br />
4%<br />
Logic<br />
5%<br />
Analog<br />
3%<br />
Revenue($M) 2006 2007 2008 2009 2010 2011<br />
Memory 1,378 1,401 1,438 34.2% 1,523 1,317 1,566<br />
Logic 230 206 218 5.2% 210 185 228<br />
Analog 131 118 125 3.0% 123 117 126<br />
Mixed-Signal 184 160 150 3.6% 151 137 157<br />
RF 306 285 299 7.1% 309 280 330<br />
SOC 1,825 1,688 1,904 45.2% 1,985 1,702 2,177<br />
Other 69 68 76 1.8% 82 75 87<br />
Total 4,122 3,925 4,211 4,384 3,815 4,672<br />
-4-
World-wide ATE Market by Region<br />
Source : Gatner (Oct. 2007)<br />
North<br />
Rest of Asia<br />
18%<br />
America<br />
11%<br />
Japan<br />
• World-wide Total Revenue : $4.0B~$4.5B<br />
China<br />
19%<br />
• Big 3 (55%) : Japan, Taiwan, Korea<br />
11%<br />
Taiwan<br />
19%<br />
Korea<br />
17%<br />
Europe<br />
5%<br />
• Asia Market 83.5%<br />
Revenue($M) 2006 2007 2008 2009 2010 2011<br />
North America 494 425 464 11.0% 445 401 470<br />
Japan 780 774 805 19.1% 811 703 812<br />
Europe 288 230 231 5.5% 225 203 260<br />
Korea 665 689 720 17.1% 728 643 770<br />
Taiwan 718 735 790 18.8% 920 780 979<br />
China 349 344 455 10.8% 533 447 599<br />
Rest of Asia 827 727 746 17.7% 721 637 780<br />
World-wide Total 4,122 3,925 4,211 4,384 3,815 4,672<br />
-5-
World-wide ATE Market by Supplier<br />
Other<br />
6%<br />
Japan<br />
45%<br />
America<br />
49%<br />
Source : Gatner (Oct. 2007)<br />
여전히 Big ATE Maker는 성장을 하고 있다.<br />
한국의 소자 업체의 성장에도 불구하고<br />
World-wide Market은 America 와 Japan이<br />
양분하고 있다.<br />
ATE Market중 Memory 向 이 34%임에도<br />
불구하고 한국 ATE Maker의 Revenue는<br />
Other Company의 Half (2.8%).<br />
Revenue($M) 2002 2003 2004 2005 2006 '02 ->'06<br />
Teradyne 419 576 962 658 896 21.7% 214%<br />
Verigy 466 579 587 512 643 15.6% 138%<br />
Credence 124 142 413 249 318 7.7% 256%<br />
LTX 80 163 183 125 184 4.5% 230%<br />
America 1,090 1,460 2,145 1,543 2,041 49.5% 187%<br />
Yokogawa 127 328 512 188 311 7.6% 245%<br />
Advantest 436 939 1,970 1,888 1,530 37.1% 351%<br />
Japan 563 1,267 2,482 2,076 1,841 44.7% 327%<br />
Other Companies 336 132 163 154 240 5.8% 72%<br />
Total Market 2,168 3,022 4,790 3,773 4,122 190%<br />
-6-
Korea Supplier’s Status<br />
• History : Started Memory TDBI System (1995년)<br />
Supplied Memory Wafer Level B/I System<br />
Now, Memory WF & PKG Tester<br />
• Players : 4 Companies ( , UNITEST, From30, DI )<br />
• Products : Memory Tester<br />
DRAM (DDR2, DDR3)<br />
Flash Memory<br />
• Customers : Samsung, Hynix<br />
• Revenue : 년간 $100M (1,200억원) @2006년<br />
• Man Power : 약 400명<br />
World-wide Memory Tester 시장의($1,400M) 7% 수준.<br />
-7-
Korea Supplier’s SWOT<br />
Strengths<br />
• Big 2 Memory Maker가 한국에 있다.<br />
Samsung, Hynix<br />
• Cost 경쟁력이 있다.<br />
Small Overhead, Low Fixed Expense<br />
• 제품 개발 Speed가 빠르다.<br />
Weaknesses<br />
• 전자부품의 해외 의존도가 크다.<br />
Key ICs – Pin Electronics ICs (DRV, CMP)<br />
PMU, FPGA, ASIC…<br />
• Biz. 확장을 위한 Resource 부족.<br />
Capital<br />
해외 Marketing<br />
Development Man-Power (우수인력채용)<br />
Opportunities<br />
• 해외 Market 공략.<br />
World-wide Market의 80%가 Asia.<br />
대부분의 Memory 소자 업체가 Asia Maker.<br />
• Non-Memory 向 ATE Market에 진출.<br />
Threats<br />
• 반도체 경기의 불황 지속<br />
• 다양한 Product & Customer Portfolio 부재.<br />
• 취약한 자금 유동성<br />
-8-
Korea Supplier’s Future<br />
“ Strengths & Opportunities는 극대화,<br />
Weaknesses & Threats는 제거 !!! “<br />
다양한 개발 Project를 수행할 Man-Power확보가 필요하다.<br />
튼튼한 재무상태 확보가 시급하다.<br />
Portfolio의 다변화가 필요하다.<br />
국내 부품산업의 활성화가 필요하다.<br />
World-Wide Big Maker와 경쟁 가능한 Company 규모를 키워야 한다.<br />
산학협력을 통한 인재양성 및 정책적인 정부의 지원이 필요하다<br />
긍정적인 시너지효과를 발휘하기 위해 국내 Company 간에<br />
우호적 M&A 필요하다<br />
-9-
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