{"id":25156,"date":"2024-10-24T23:00:52","date_gmt":"2024-10-24T14:00:52","guid":{"rendered":"http:\/\/localhost:8080\/3q-2024-business-results\/"},"modified":"2025-02-20T14:56:46","modified_gmt":"2025-02-20T05:56:46","slug":"3q-2024-business-results","status":"publish","type":"post","link":"https:\/\/news.skhynix.co.kr\/3q-2024-business-results\/","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4, 2024\ub144 3\ubd84\uae30 \uacbd\uc601\uc2e4\uc801 \ubc1c\ud45c"},"content":{"rendered":"
\u00b7 AI \uba54\ubaa8\ub9ac 1\ub4f1 \uae30\uc220\ub825 \uae30\ubc18, \uace0\ubd80\uac00 \uc81c\ud488 \ud310\ub9e4 \ub298\ub9ac\uba70 \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801<\/strong>
\n\u00b7 \ub9e4\ucd9c 17\uc870 5,731\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 7\uc870 300\uc5b5 \uc6d0, \uc21c\uc774\uc775 5\uc870 7,534\uc5b5 \uc6d0\u2026 \ubaa8\ub450 \uc5ed\ub300 \uc2e0\uae30\ub85d<\/strong>
\n\u00b7 AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uc218\uc694 \uac15\uc138\u2026 3\ubd84\uae30 D\ub7a8 \ub9e4\ucd9c \uc911 HBM \ube44\uc911 30%, 4\ubd84\uae30\uc5d4 40% \uc804\ub9dd<\/strong>
\n\u00b7 \u201c\ub0b4\ub144\uc5d0\ub3c4 \uae00\ub85c\ubc8c AI \uba54\ubaa8\ub9ac \uc2dc\uc7a5 \uc8fc\ub3c4\u2026 \uc0ac\uc5c5 \uc548\uc815\uc131, \uc218\uc775\uc131 \ubaa8\ub450 \ud655\ubcf4\ud574 \uc7a5\uae30 \uc131\uc7a5 \ub3c4\ubaa8\u201d<\/strong><\/div>\n

SK\ud558\uc774\ub2c9\uc2a4\uac00 24\uc77c \uc2e4\uc801\ubc1c\ud45c\ud68c\ub97c \uc5f4\uace0, \uc62c\ud574 3\ubd84\uae30 \ub9e4\ucd9c 17\uc870 5,731\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 7\uc870 300\uc5b5 \uc6d0(\uc601\uc5c5\uc774\uc775\ub960 40%), \uc21c\uc774\uc775 5\uc870 7,534\uc5b5 \uc6d0(\uc21c\uc774\uc775\ub960 33%)\uc744 \uae30\ub85d\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. (K-IFRS \uae30\uc900)<\/p>\n

\uc774\ub294 \ubd84\uae30 \uae30\uc900 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc73c\ub85c, \ub9e4\ucd9c\uc740 \uae30\uc874 \uae30\ub85d\uc778 \uc62c\ud574 2\ubd84\uae30 16\uc870 4,233\uc5b5 \uc6d0\uc744 1\uc870 \uc6d0 \uc774\uc0c1 \ub118\uc5b4\uc130\uace0, \uc601\uc5c5\uc774\uc775\uacfc \uc21c\uc774\uc775\ub3c4 \ubc18\ub3c4\uccb4 \uc288\ud37c \ud638\ud669\uae30\uc600\ub358 2018\ub144 3\ubd84\uae30(\uc601\uc5c5\uc774\uc775 6\uc870 4,724\uc5b5 \uc6d0, \uc21c\uc774\uc775 4\uc870 6,922\uc5b5 \uc6d0)\uc758 \uae30\ub85d\uc744 \ud06c\uac8c \ub6f0\uc5b4\ub118\uc5c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \u201c\ub370\uc774\ud130\uc13c\ud130 \uace0\uac1d \uc911\uc2ec\uc73c\ub85c AI \uba54\ubaa8\ub9ac \uc218\uc694 \uac15\uc138\uac00 \uc9c0\uc18d\ub410\uace0, \uc774\uc5d0 \ub9de\ucdb0 \ud68c\uc0ac\ub294 HBM, eSSD \ub4f1 \uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488 \ud310\ub9e4\ub97c \ud655\ub300\ud574 \ucc3d\uc0ac \uc774\ub798 \ucd5c\ub300 \ub9e4\ucd9c\uc744 \ub2ec\uc131\ud588\ub2e4\u201d\uba70 \u201c\ud2b9\ud788 HBM \ub9e4\ucd9c\uc740 \uc804 \ubd84\uae30 \ub300\ube44 70% \uc774\uc0c1, \uc804\ub144 \ub3d9\uae30 \ub300\ube44 330% \uc774\uc0c1 \uc99d\uac00\ud558\ub294 \ud0c1\uc6d4\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc600\ub2e4\u201d\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n

\ud68c\uc0ac\ub294 \ub610, \u201c\uc218\uc775\uc131 \ub192\uc740 \uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488 \uc911\uc2ec\uc73c\ub85c \ud310\ub9e4\uac00 \ub298\uba70 D\ub7a8 \ubc0f \ub0b8\ub4dc \ubaa8\ub450 \ud3c9\uade0\ud310\ub9e4\ub2e8\uac00(ASP, Average Selling Price)\uac00 \uc804 \ubd84\uae30 \ub300\ube44 10%\ub300 \uc911\ubc18 \uc62c\ub77c \ub2f9\uc0ac\ub294 \uc0ac\uc0c1 \ucd5c\ub300 \uc601\uc5c5\uc774\uc775\uc744 \uac70\ub450\uac8c \ub410\ub2e4\u201d\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n

\uc62c\ud574 \ub4e4\uc5b4 HBM, eSSD \ub4f1 AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uc218\uc694 \uc131\uc7a5\uc138\uac00 \ub69c\ub837\ud574\uc9c4 \uac00\uc6b4\ub370, \ud68c\uc0ac\ub294 \ub0b4\ub144\uc5d0\ub3c4 \uc774\ub7f0 \ud750\ub984\uc774 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. \uc0dd\uc131\ud615 AI\uac00 \uba40\ud2f0\ubaa8\ub2ec*<\/span> \ud615\ud0dc\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uace0, \ubc94\uc6a9\uc778\uacf5\uc9c0\ub2a5(AGI)** <\/span>\uac1c\ubc1c\uc744 \uc704\ud55c \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 \ud22c\uc790\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n

*<\/span> \uba40\ud2f0\ubaa8\ub2ec(Multi Modal): \ud14d\uc2a4\ud2b8, \uc0ac\uc9c4, \uc74c\uc131, \ub3d9\uc601\uc0c1 \ub4f1 \uc5ec\ub7ec \ubcf5\ud569 \uc815\ubcf4\ub97c \uc774\ud574\ud560 \uc218 \uc788\ub294 AI \uc11c\ube44\uc2a4 <\/span><\/span>
\n**<\/span> \ubc94\uc6a9\uc778\uacf5\uc9c0\ub2a5(Artificial General Intelligence): \ucef4\ud4e8\ud130\ub85c \uc0ac\ub78c\uacfc \uac19\uc740 \ub610\ub294 \uadf8 \uc774\uc0c1\uc758 \uc9c0\ub2a5\uc744 \uad6c\ud604\ud55c \uc778\uacf5\uc9c0\ub2a5<\/span><\/span><\/p>\n

\ub610, AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac\uc5d0 \ube44\ud574 \uc218\uc694 \ud68c\ubcf5\uc774 \ub354\ub3a0\ub358 PC\uc640 \ubaa8\ubc14\uc77c\uc6a9 \uc81c\ud488 \uc2dc\uc7a5\ub3c4 \uac01 \ub514\ubc14\uc774\uc2a4\uc5d0 \ucd5c\uc801\ud654\ub41c AI \uba54\ubaa8\ub9ac\uac00 \ucd9c\uc2dc\ub418\uba74\uc11c \ub0b4\ub144\ubd80\ud130\ub294 \uc218\uae09 \ubc38\ub7f0\uc2a4\uac00 \ub9de\ucdb0\uc9c0\uba70 \uc548\uc815\uc801\uc778 \uc131\uc7a5\uc138\uc5d0 \uc811\uc5b4\ub4e4 \uac83\uc73c\ub85c \ud68c\uc0ac\ub294 \ub0b4\ub2e4\ubd24\ub2e4.<\/p>\n

\uc774\uc5d0 \ub530\ub77c SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc55e\uc73c\ub85c\ub3c4 AI \uba54\ubaa8\ub9ac \uc138\uacc4 1\uc704 \uae30\uc220\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488 \uc911\uc2ec\uc73c\ub85c \ud310\ub9e4\ub97c \ub298\ub9ac\uba70 \uc218\uc775\uc131\uc5d0 \uce58\uc911\ud558\ub294 \uc804\ub7b5\uc744 \uc9c0\uc18d\ud574 \uac00\uae30\ub85c \ud588\ub2e4.<\/p>\n

\uc6b0\uc120 D\ub7a8\uc744 \ubcf4\uba74, \ud68c\uc0ac\ub294 \uae30\uc874 HBM3\uc5d0\uc11c HBM3E 8\ub2e8 \uc81c\ud488\uc73c\ub85c\uc758 \ube60\ub978 \uc804\ud658\uc744 \uc9c0\uc18d\ud558\uace0 \uc788\uc73c\uba70, \uc9c0\ub09c\ub2ec \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac04 HBM3E 12\ub2e8 \uc81c\ud488\uc758 \uacf5\uae09\ub3c4 \uc608\uc815\ub300\ub85c 4\ubd84\uae30\uc5d0 \uc2dc\uc791\ud560 \uacc4\ud68d\uc774\ub2e4. \uc774\ub97c \ud1b5\ud574, 3\ubd84\uae30 \uc804\uccb4 D\ub7a8 \ub9e4\ucd9c\uc758 30%\uc5d0 \ub2ec\ud588\ub358 HBM \ub9e4\ucd9c \ube44\uc911\uc774 4\ubd84\uae30\uc5d0\ub294 40%\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n

\ub0b8\ub4dc\uc5d0\uc11c\ub3c4 SK\ud558\uc774\ub2c9\uc2a4\ub294 \ud22c\uc790 \ud6a8\uc728\uc131\uacfc \uc0dd\uc0b0 \ucd5c\uc801\ud654 \uae30\uc870\uc5d0 \ubb34\uac8c\ub97c \ub450\uba74\uc11c \uc2dc\uc7a5 \uc218\uc694\uac00 \uac00\ud30c\ub974\uac8c \ub298\uace0 \uc788\ub294 \uace0\uc6a9\ub7c9 eSSD\uc758 \ud310\ub9e4\ub97c \ud655\ub300\ud574 \ub098\uac08 \uacc4\ud68d\uc774\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4 \uae40\uc6b0\ud604 \ubd80\uc0ac\uc7a5(CFO)\uc740 \u201c\ub2f9\uc0ac\ub294 \uc62c\ud574 3\ubd84\uae30\uc5d0 \uc0ac\uc0c1 \ucd5c\ub300\uc758 \uacbd\uc601\uc2e4\uc801 \ub2ec\uc131\uc744 \ud1b5\ud574 \uae00\ub85c\ubc8c No.1 AI \uba54\ubaa8\ub9ac \uae30\uc5c5\uc73c\ub85c\uc11c\uc758 \uc704\uc0c1\uc744 \uacf5\uace0\ud788 \ud588\ub2e4\u201d\uba70 \u201c\uc55e\uc73c\ub85c\ub3c4 \ub2f9\uc0ac\ub294 \uc2dc\uc7a5 \uc218\uc694\uc5d0 \ub9de\ucdb0 \uc81c\ud488 \ubc0f \uacf5\uae09 \uc804\ub7b5\uc744 \uc720\uc5f0\ud558\uac8c \uac00\uc838\uac00, \uc548\uc815\uc801\uc778 \ub9e4\ucd9c\uc744 \ud655\ubcf4\ud558\uba74\uc11c\ub3c4 \uc218\uc775\uc131\uc744 \uadf9\ub300\ud654\ud574 \ub098\uac08 \uac83\u201d\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\u25a0 2024\ub144 3\ubd84\uae30 \uacbd\uc601\uc2e4\uc801 \ube44\uad50\ud45c (K-IFRS \uae30\uc900)<\/strong><\/span><\/p>\n\n\n\n\n\n\n\n\n
(\ub2e8\uc704:\uc5b5 \uc6d0)<\/strong><\/td>\n2024\ub144 3\ubd84\uae30<\/strong><\/td>\n\uc804\uae30 \ub300\ube44<\/strong><\/td>\n\uc804\ub144 \ub3d9\uae30 \ub300\ube44<\/strong><\/td>\n<\/tr>\n
Q2\u201924<\/strong><\/td>\n\uc99d\uac10\ub960<\/strong><\/td>\nQ3\u201923<\/strong><\/td>\n\uc99d\uac10\ub960<\/strong><\/td>\n<\/tr>\n
\ub9e4\ucd9c\uc561<\/td>\n175,731<\/td>\n164,233<\/td>\n7%<\/td>\n90,662<\/td>\n94%<\/td>\n<\/tr>\n
\uc601\uc5c5\uc774\uc775<\/td>\n70,300<\/td>\n54,685<\/td>\n29%<\/td>\n-17,920<\/td>\n\ud751\uc790\uc804\ud658<\/td>\n<\/tr>\n
\uc601\uc5c5\uc774\uc775\ub960<\/td>\n40%<\/td>\n33%<\/td>\n7%P<\/td>\n-20%<\/td>\n60%P<\/td>\n<\/tr>\n
\ub2f9\uae30\uc21c\uc774\uc775<\/td>\n57,534<\/td>\n41,200<\/td>\n40%<\/td>\n-21,847<\/td>\n\ud751\uc790\uc804\ud658<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u00a0
\n\u203b \ud55c\uad6d\ucc44\ud0dd\uad6d\uc81c\ud68c\uacc4\uae30\uc900(K-IFRS)\uc744 \uc801\uc6a9\ud574 \uc791\uc131\ub418\uc5c8\uc2b5\ub2c8\ub2e4.
\n\u203b \u540c \uc2e4\uc801 \ubc1c\ud45c\uc790\ub8cc\ub294 \uc678\ubd80 \uac10\uc0ac\uc778\uc758 \ud68c\uacc4\uac80\ud1a0\uac00 \uc644\ub8cc\ub418\uc9c0 \uc54a\uc740 \uc0c1\ud0dc\uc5d0\uc11c \uc791\uc131\ub418\uc5c8\uc73c\uba70, \ud68c\uacc4 \uac80\ud1a0 \uacfc\uc815\uc5d0\uc11c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

SK\ud558\uc774\ub2c9\uc2a4\uac00 24\uc77c \uc2e4\uc801\ubc1c\ud45c\ud68c\ub97c \uc5f4\uace0, \uc62c\ud574 3\ubd84\uae30 \ub9e4\ucd9c 17\uc870 5,731\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 7\uc870 300\uc5b5 \uc6d0(\uc601\uc5c5\uc774\uc775\ub960 40%), \uc21c\uc774\uc775 5\uc870 7,534\uc5b5 \uc6d0(\uc21c\uc774\uc775\ub960 33%)\uc744 \uae30\ub85d\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":25155,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[92],"tags":[6],"class_list":["post-25156","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press","tag-6"],"acf":[],"_links":{"self":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/25156","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/comments?post=25156"}],"version-history":[{"count":17,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/25156\/revisions"}],"predecessor-version":[{"id":45158,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/25156\/revisions\/45158"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/media\/25155"}],"wp:attachment":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/media?parent=25156"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/categories?post=25156"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/tags?post=25156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}