{"id":6868,"date":"2024-07-24T23:02:45","date_gmt":"2024-07-24T14:02:45","guid":{"rendered":"http:\/\/localhost:8080\/2q-2024-business-results\/"},"modified":"2025-02-19T09:11:38","modified_gmt":"2025-02-19T00:11:38","slug":"2q-2024-business-results","status":"publish","type":"post","link":"https:\/\/news.skhynix.co.kr\/2q-2024-business-results\/","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4, 2024\ub144 2\ubd84\uae30 \uacbd\uc601\uc2e4\uc801 \ubc1c\ud45c"},"content":{"rendered":"
\u00b7 \ub9e4\ucd9c 16\uc870 4,233\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 5\uc870 4,685\uc5b5 \uc6d0, \uc21c\uc774\uc775 4\uc870 1,200\uc5b5 \uc6d0<\/strong>\u00b7 \uc5ed\ub300 \ucd5c\ub300 \ubd84\uae30 \ub9e4\ucd9c, \uc601\uc5c5\uc774\uc775\ub3c4 2018\ub144 \ud638\ud669\uae30 \uc774\ud6c4 5\uc870 \uc6d0\ub300 \uc7ac\uc9c4\uc785<\/strong>
\n\u00b7 HBM, eSSD \ub4f1 AI\uba54\ubaa8\ub9ac \ud65c\ud669\u2026 \ub0b8\ub4dc\ub294 2\ubd84\uae30 \uc5f0\uc18d \ud751\uc790<\/strong>
\n\u00b7 \ud55c \ubd84\uae30 \ub9cc\uc5d0 \ucc28\uc785\uae08 4.3\uc870 \uc6d0 \uac10\uc18c\u2026 \u201c\uc548\uc815\uc801 \uc7ac\ubb34\uad6c\uc870 \uae30\ubc18, AI \uba54\ubaa8\ub9ac \uc138\uacc4 1\uc704 \uc704\uc0c1 \uacf5\uace0\ud788 \ud560 \uac83\u201d<\/strong><\/div>\n

SK\ud558\uc774\ub2c9\uc2a4\uac00 25\uc77c \uc2e4\uc801\ubc1c\ud45c\ud68c\ub97c \uc5f4\uace0, \uc62c\ud574 2\ubd84\uae30 \ub9e4\ucd9c 16\uc870 4,233\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 5\uc870 4,685\uc5b5 \uc6d0(\uc601\uc5c5\uc774\uc775\ub960 33%), \uc21c\uc774\uc775 4\uc870 1,200\uc5b5 \uc6d0(\uc21c\uc774\uc775\ub960 25%)\uc744 \uae30\ub85d\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. (K-IFRS \uae30\uc900)<\/p>\n

\uc774\ubc88 \ub9e4\ucd9c\uc740 \ubd84\uae30 \uae30\uc900 \uc5ed\ub300 \ucd5c\ub300 \uc2e4\uc801\uc73c\ub85c, \uae30\uc874 \uae30\ub85d\uc778 2022\ub144 2\ubd84\uae30 13\uc870 8,110\uc5b5 \uc6d0\uc744 \ud06c\uac8c \ub6f0\uc5b4\ub118\uc5c8\ub2e4. \uc601\uc5c5\uc774\uc775 \uc5ed\uc2dc \ud06c\uac8c \ub298\uc5b4 \ubc18\ub3c4\uccb4 \uc288\ud37c \ud638\ud669\uae30\uc600\ub358 2018\ub144 2\ubd84\uae30(5\uc870 5,739\uc5b5 \uc6d0), 3\ubd84\uae30(6\uc870 4,724\uc5b5 \uc6d0) \uc774\ud6c4 6\ub144 \ub9cc\uc5d0 5\uc870 \uc6d0\ub300 \uc2e4\uc801\uc744 \ub2ec\uc131\ud588\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \u201cHBM, eSSD \ub4f1 AI \uba54\ubaa8\ub9ac \uc218\uc694 \uac15\uc138\uc640 \ud568\uaed8 D\ub7a8\uacfc \ub0b8\ub4dc \uc81c\ud488 \uc804\ubc18\uc801\uc73c\ub85c \uac00\uaca9 \uc0c1\uc2b9\uc138\uac00 \uc774\uc5b4\uc9c0\uba70 1\ubd84\uae30 \ub300\ube44 \ub9e4\ucd9c\uc774 32% \uc99d\uac00\ud588\ub2e4\u201d\uba70, \u201c\uc774\uc640 \ud568\uaed8, \ud504\ub9ac\ubbf8\uc5c4 \uc81c\ud488 \uc911\uc2ec\uc73c\ub85c \ud310\ub9e4\uac00 \ub298\uace0 \ud658\uc728 \ud6a8\uacfc\ub3c4 \ub354\ud574\uc9c0\uba74\uc11c 2\ubd84\uae30 \uc601\uc5c5\uc774\uc775\ub960\uc740 \uc804\ubd84\uae30\ubcf4\ub2e4 10%\ud3ec\uc778\ud2b8 \uc0c1\uc2b9\ud55c 33%\ub97c \uae30\ub85d, \ud68c\uc0ac\ub294 \uc2dc\uc7a5 \uae30\ub300\uc5d0 \ubd80\uc751\ud558\ub294 \ud638\uc2e4\uc801\uc744 \uac70\ub480\ub2e4\u201d\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n

\uc138\ubd80\uc801\uc73c\ub85c \ubcf4\uba74 D\ub7a8\uc5d0\uc11c\ub294, \ud68c\uc0ac\uac00 \uc9c0\ub09c 3\uc6d4\ubd80\ud130 \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac00 \uacf5\uae09\uc744 \ubcf8\uaca9\ud654\ud55c HBM3E\uc640 \uc11c\ubc84 D\ub7a8 \ub4f1 \uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488\uc758 \ud310\ub9e4 \ube44\uc911\uc774 \ud655\ub300\ub410\ub2e4. \ud2b9\ud788 HBM \ub9e4\ucd9c\uc740 \uc804\ubd84\uae30 \ub300\ube44 80% \uc774\uc0c1, \uc804\ub144 \ub3d9\uae30 \ub300\ube44 250% \uc774\uc0c1 \uc99d\uac00\ud558\uba70 \ud68c\uc0ac\uc758 \uc2e4\uc801 \uac1c\uc120\uc744 \uc8fc\ub3c4\ud588\ub2e4.<\/p>\n

\ub0b8\ub4dc\uc758 \uacbd\uc6b0, eSSD\uc640 \ubaa8\ubc14\uc77c\uc6a9 \uc81c\ud488 \uc704\uc8fc\ub85c \ud310\ub9e4\uac00 \ud655\ub300\ub410\ub294\ub370, \ud2b9\ud788 eSSD\ub294 1\ubd84\uae30\ubcf4\ub2e4 \ub9e4\ucd9c\uc774 \uc57d 50% \uc99d\uac00\ud558\uba70 \uac00\ud30c\ub978 \uc131\uc7a5\uc138\ub97c \uc774\uc5b4\uac14\ub2e4. \ud68c\uc0ac\ub294 \u201c\uc9c0\ub09c\ud574 4\ubd84\uae30\ubd80\ud130 \ub0b8\ub4dc \uc81c\ud488 \uc804\ubc18\uc5d0 \uac78\uccd0 \ud3c9\uade0\ud310\ub9e4\ub2e8\uac00(ASP, Average Selling Price) \uc0c1\uc2b9\uc138\uac00 \uc9c0\uc18d\ub418\uba70 2\ubd84\uae30 \uc5f0\uc18d \ud751\uc790\ub97c \uae30\ub85d\ud588\ub2e4\u201d\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \ud558\ubc18\uae30\uc5d0\ub3c4 AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uc9c0\uc18d \uc99d\uac00\ud558\ub294 \uac00\uc6b4\ub370, \uc628\ub514\ubc14\uc774\uc2a4(On-Device) AI\ub97c \uc9c0\uc6d0\ud558\ub294 \uc0c8\ub85c\uc6b4 PC\uc640 \ubaa8\ubc14\uc77c \uc81c\ud488\ub4e4\uc774 \uc2dc\uc7a5\uc5d0 \ucd9c\uc2dc\ub418\uba70 \uc5ec\uae30\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac \ud310\ub9e4\uac00 \ub298\uc5b4\ub098\ub294 \ud55c\ud3b8, \uc77c\ubc18 \uba54\ubaa8\ub9ac \uc81c\ud488 \uc218\uc694\ub3c4 \uc644\uc5f0\ud55c \uc0c1\uc2b9\uc138\ub97c \ud0c8 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4.<\/p>\n

\uc774\ub7f0 \ud750\ub984\uc5d0 \ub9de\ucdb0, \ud68c\uc0ac\ub294 \uc8fc\uc694 \uace0\uac1d\uc5d0\uac8c \uc0d8\ud50c\uc744 \uc81c\uacf5\ud55c HBM3E 12\ub2e8 \uc81c\ud488\uc744 3\ubd84\uae30 \ub0b4 \uc591\uc0b0\ud574 HBM \uc2dc\uc7a5\uc5d0\uc11c\uc758 \ub9ac\ub354\uc2ed\uc744 \uc774\uc5b4\uac04\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4.<\/p>\n

\ub610, SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc5c5\uacc4\uc5d0\uc11c \uc720\uc77c\ud558\uac8c \ucd5c\uace0 \uc6a9\ub7c9 256GB \uc11c\ubc84\uc6a9 \uc81c\ud488\uc744 \uacf5\uae09\ud558\uace0 \uc788\ub294 DDR5 \ubd84\uc57c\uc5d0\uc11c\ub3c4 \ud558\ubc18\uae30\uc5d0 32Gb DDR5 \uc11c\ubc84\uc6a9 D\ub7a8\uacfc \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc6a9 MCRDIMM*<\/span>\uc744 \ucd9c\uc2dc\ud574 \uacbd\uc7c1\uc6b0\uc704\ub97c \uc9c0\ucf1c\uac04\ub2e4\ub294 \ubc29\uce68\uc774\ub2e4.<\/p>\n

*<\/span> MCRDIMM(Multiplexer Combined Ranks Dual In-line Memory Module): \uc5ec\ub7ec \uac1c\uc758 D\ub7a8\uc774 \uae30\ud310\uc5d0 \uacb0\ud569\ub41c \ubaa8\ub4c8 \uc81c\ud488\uc73c\ub85c, \ubaa8\ub4c8\uc758 \uae30\ubcf8 \uc815\ubcf4\ucc98\ub9ac \ub3d9\uc791 \ub2e8\uc704\uc778 \ub7ad\ud06c(Rank) 2\uac1c\uac00 \ub3d9\uc2dc \uc791\ub3d9\ub418\uc5b4 \uc18d\ub3c4\uac00 \ud5a5\uc0c1\ub41c \uc81c\ud488\uc784<\/p>\n

\ub0b8\ub4dc\uc5d0\uc11c\ub3c4 \ud68c\uc0ac\ub294 \uc218\uc694\uac00 \ucee4\uc9c0\uace0 \uc788\ub294 \uace0\uc6a9\ub7c9 eSSD \ud310\ub9e4\ub97c \ud655\ub300\ud55c\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4. 60TB \uc81c\ud488\uc73c\ub85c \ud558\ubc18\uae30 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud574 \ub098\uac00\uba70 eSSD \ub9e4\ucd9c\uc740 \uc9c0\ub09c\ud574 \ub300\ube44 4\ubc30 \uc218\uc900\uc774 \ub420 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubcf4\uace0 \uc788\ub2e4. \uc774\uc640 \ud568\uaed8 \ub0b8\ub4dc \uc81c\ud488 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ubc18\uc5d0 \uac78\uccd0 \uace0\uac1d\uc5d0\uac8c \uacbd\uc7c1\ub825 \uc788\ub294 \uc194\ub8e8\uc158\uc744 \uc120\ubcf4\uc784\uc73c\ub85c\uc368 \uc2e4\uc801 \uc0c1\uc2b9 \ucd94\uc138\ub97c \uc774\uc5b4\uac00\uaca0\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

\ud55c\ud3b8, SK\ud558\uc774\ub2c9\uc2a4\ub294 AI \uba54\ubaa8\ub9ac \uc218\uc694 \ud655\ub300\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uc5bc\ub9c8 \uc804 \ucc29\uacf5\ud55c \uccad\uc8fc M15X\ub97c \ub0b4\ub144 \ud558\ubc18\uae30 \uc591\uc0b0\uc744 \uc2dc\uc791\ud55c\ub2e4\ub294 \ubaa9\ud45c\ub85c \uac74\uc124 \uc791\uc5c5\uc744 \uc9c4\ud589 \uc911\uc774\ub2e4. \ub610, \ud68c\uc0ac\ub294 \ud604\uc7ac \ubd80\uc9c0 \uacf5\uc0ac\uac00 \ud55c\ucc3d\uc778 \uc6a9\uc778 \ubc18\ub3c4\uccb4 \ud074\ub7ec\uc2a4\ud130\uc758 \uccab \ubc88\uc9f8 \ud339\uc744 \uc608\uc815\ub300\ub85c \ub0b4\ub144 3\uc6d4 \ucc29\uacf5\ud574 2027\ub144 5\uc6d4 \uc900\uacf5\ud560 \uacc4\ud68d\uc774\ub2e4.<\/p>\n

\uc774\uc5d0 \ub530\ub77c \uc62c\ud574 CAPEX(\uc790\ubcf8 \uc9c0\ucd9c)\uac00 \uc5f0\ucd08 \uacc4\ud68d\ubcf4\ub2e4 \uc99d\uac00\ud560 \uc218 \uc788\uc73c\ub098, \uace0\uac1d \uc218\uc694\uc640 \uc218\uc775\uc131\uc744 \uce58\ubc00\ud558\uac8c \ubd84\uc11d\ud574 \ud22c\uc790 \uacc4\ud68d\uc744 \uc218\ub9bd\ud558\ub294 \ud55c\ud3b8, \uc774\ub97c \uc601\uc5c5\ud604\uae08\ud750\ub984 \ubc94\uc704 \ub0b4\uc5d0\uc11c \ud6a8\uc728\uc131 \uc788\uac8c \uc9d1\ud589\ud568\uc73c\ub85c\uc368 \uc7ac\ubb34\uac74\uc804\uc131\uc744 \ud655\ubcf4\ud558\uaca0\ub2e4\uace0 \ud68c\uc0ac\ub294 \ubc1d\ud614\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4 \uae40\uc6b0\ud604 \ubd80\uc0ac\uc7a5(CFO)\uc740 \u201c\uc218\uc775\uc131 \uc911\uc2ec \ud22c\uc790 \uae30\uc870 \ud558\uc5d0 2\ubd84\uae30 \ub3d9\uc548 \ud544\uc218 \ud22c\uc790\ub97c \uc9c4\ud589\ud558\uba74\uc11c\ub3c4 \ud68c\uc0ac\ub294 1\ubd84\uae30 \ub300\ube44 4\uc870 3,000\uc5b5 \uc6d0 \uaddc\ubaa8\uc758 \ucc28\uc785\uae08\uc744 \uc904\uc77c \uc218 \uc788\uc5c8\ub2e4\u201d\uba70, \u201c\uc548\uc815\uc801\uc778 \uc7ac\ubb34\uad6c\uc870\ub97c \uae30\ubc18\uc73c\ub85c \ucd5c\uc120\ub2e8 \uacf5\uc815 \uae30\uc220\uacfc \uace0\uc131\ub2a5 \uc81c\ud488 \uac1c\ubc1c\uc5d0 \ub9e4\uc9c4\ud574 AI \uba54\ubaa8\ub9ac \uc120\ub3c4\uae30\uc5c5\uc758 \uc9c0\uc704\ub97c \ub354\uc6b1 \uacf5\uace0\ud788 \ud560 \uac83\u201d\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\u25a0 2024\ub144 2\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><\/span><\/td>\n2024\ub144 2\ubd84\uae30<\/strong><\/span><\/td>\n\uc804\uae30 \ub300\ube44<\/strong><\/span><\/td>\n\uc804\ub144 \ub3d9\uae30 \ub300\ube44<\/strong><\/span><\/td>\n<\/tr>\n
<Q1\u201924<\/strong><\/span><\/td>\n\uc99d\uac10\ub960<\/strong><\/span><\/td>\nQ2\u201923<\/strong><\/span><\/td>\n\uc99d\uac10\ub960<\/strong><\/span><\/td>\n<\/tr>\n
\ub9e4\ucd9c\uc561<\/span><\/td>\n164,233<\/span><\/td>\n124,296<\/span><\/td>\n32%<\/span><\/td>\n73,059<\/span><\/td>\n125%<\/span><\/td>\n<\/tr>\n
\uc601\uc5c5\uc774\uc775<\/span><\/td>\n54,685<\/span><\/td>\n28,860<\/span><\/td>\n89%<\/span><\/td>\n-28,821<\/span><\/td>\n\ud751\uc790\uc804\ud658<\/span><\/td>\n<\/tr>\n
\uc601\uc5c5\uc774\uc775\ub960<\/span><\/td>\n33%<\/span><\/td>\n23%<\/span><\/td>\n10%P<\/span><\/td>\n-39%<\/span><\/td>\n73%P<\/span><\/td>\n<\/tr>\n
\ub2f9\uae30\uc21c\uc774\uc775<\/span><\/td>\n41,200<\/span><\/td>\n19,170<\/span><\/td>\n115%<\/span><\/td>\n-29,879<\/span><\/td>\n\ud751\uc790\uc804\ud658<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u00a0<\/p>\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 25\uc77c \uc2e4\uc801\ubc1c\ud45c\ud68c\ub97c \uc5f4\uace0, \uc62c\ud574 2\ubd84\uae30 \ub9e4\ucd9c 16\uc870 4,233\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 5\uc870 4,685\uc5b5 \uc6d0(\uc601\uc5c5\uc774\uc775\ub960 33%), \uc21c\uc774\uc775 4\uc870 1,200\uc5b5 \uc6d0(\uc21c\uc774\uc775\ub960 25%)\uc744 \uae30\ub85d\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":6866,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[92],"tags":[6],"class_list":["post-6868","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\/6868","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=6868"}],"version-history":[{"count":7,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/6868\/revisions"}],"predecessor-version":[{"id":45023,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/6868\/revisions\/45023"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/media\/6866"}],"wp:attachment":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/media?parent=6868"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/categories?post=6868"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/tags?post=6868"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}