{"id":37438,"date":"2025-08-14T15:44:20","date_gmt":"2025-08-14T06:44:20","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=37438"},"modified":"2025-08-18T10:07:05","modified_gmt":"2025-08-18T01:07:05","slug":"%eb%af%b8-itc-boe-%ec%a0%9c%ec%9e%ac-lgd-%ec%95%a0%ed%94%8c-%eb%ac%bc%eb%9f%89-%ea%b8%b0%eb%8c%80%ea%b0%90-%ec%b5%9c%ea%b3%a0%ec%a1%b0","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=37438","title":{"rendered":"\ubbf8 ITC BOE \uc81c\uc7ac, LGD \uc560\ud50c \ubb3c\ub7c9 \uae30\ub300\uac10 ‘\ucd5c\uace0\uc870’"},"content":{"rendered":"

|OLED \ud328\ub110 ’14\ub144 8\uac1c\uc6d4’ \uc218\uc785 \uae08\uc9c0, \ub514\uc2a4\ud50c\ub808\uc774 \uacf5\uae09\ub9dd \uc7ac\ud3b8 \uae30\ub300\uac10<\/h3>\n

\u25c7How It Is Now<\/strong><\/p>\n

LG\ub514\uc2a4\ud50c\ub808\uc774\uc758 \uc8fc\uac00 \uc0c1\uc2b9\uc138\uac00 \ub9e4\uc12d\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uad6d\uc81c\ubb34\uc5ed\uc704\uc6d0\ud68c(ITC)\uac00 \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc640 \uc911\uad6d BOE \uac04 \uc720\uae30\ubc1c\uad11\ub2e4\uc774\uc624\ub4dc(OLED) \uc601\uc5c5\ube44\ubc00 \uce68\ud574 \uc18c\uc1a1\uc5d0\uc11c \uc0bc\uc131 \uce21 \uc190\uc744 \ub4e4\uc5b4\uc900 \uc601\ud5a5\uc785\ub2c8\ub2e4.<\/p>\n

\uc5c5\uacc4\uc5d0\uc11c\ub294 \ucd5c\uc885 \ud310\uacb0\uc5d0\uc11c\ub3c4 \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uac00 \uc2b9\uc18c\ud558\uba74 \uc560\ud50c \ub0b4 OLED \ud328\ub110 \ubc38\ub958\uccb4\uc778\uc774 \uc7ac\ud3b8\ub420 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774 \uc18c\uc2dd\uc5d0 LG\ub514\uc2a4\ud50c\ub808\uc774 \uc8fc\uac00\ub294 13\uc77c \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\ucd08\uac00 1\ub9cc970\uc6d0\uc5d0\uc11c \uc624\uc804 10\uc2dc \uc774\ud6c4 \uac00\ud30c\ub974\uac8c \uc624\ub974\uba70 \uc885\uac00 1\ub9cc3290\uc6d0\uc5d0 \ub9c8\uac10\ud588\ub294\ub370\uc694. \uc804\uc77c \uc885\uac00 \ub300\ube44 22.49% \uc0c1\uc2b9\ud55c \uc218\uce58\uc785\ub2c8\ub2e4.<\/p>\n

\"\"<\/div>\n

\uc62c\ud574 \uc0c1\ubc18\uae30 \ub0b4\ub0b4 1\ub9cc\uc6d0 \uc544\ub798\uc5d0 \uba38\ubb3c\ub800\ub358 \uc8fc\uac00 \ud750\ub984\uacfc\ub294 \ub300\uc870\uc801\uc778 \ubaa8\uc2b5\uc785\ub2c8\ub2e4. \ub2f9\uc2dc LG\ub514\uc2a4\ud50c\ub808\uc774 \uc8fc\uac00\ub294 \uc2e4\uc801 \ubd80\uc9c4\uacfc \uae00\ub85c\ubc8c \ub514\uc2a4\ud50c\ub808\uc774 \uc218\uc694 \ub454\ud654 \uc6b0\ub824\ub85c \uc57d\uc138\uac00 \uc9c0\uc18d\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc804\uc77c LG\ub514\uc2a4\ud50c\ub808\uc774\uc758 \ub4dc\ub77c\ub9c8\ud2f1\ud55c \uc8fc\uac00 \uc0c1\uc2b9\uc744 \uc774\ub048 \uc8fc\uccb4\ub294 \uc678\uad6d\uc778\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uac70\ub798\uc18c\uc5d0 \ub530\ub974\uba74 \uc678\uad6d\uc778\uc740 13\uc77c \ud558\ub8e8 \ub3d9\uc548 LG\ub514\uc2a4\ud50c\ub808\uc774 \uc8fc\uc2dd 217\ub9cc9957\uc8fc\ub97c \uc21c\ub9e4\uc218\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uae30\uad00 \uc21c\ub9e4\uc218 \uaddc\ubaa8\ub294 4\ub9cc6556\uc8fc\uc5d0 \uadf8\ucce4\ub294\ub370\uc694. \uc5f0\uae30\uae08\u00b7\ud22c\uc2e0\u00b7\uc0ac\ubaa8\ud380\ub4dc\uac00 \ub9e4\uc218\uc5d0 \ub098\uc130\uc9c0\ub9cc \uae08\uc735\ud22c\uc790\uac00 300\ub9cc\uc8fc \uc774\uc0c1\uc744 \uc21c\ub9e4\ub3c4\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n

\u25c7Industry & Event<\/strong><\/p>\n

LG\ub514\uc2a4\ud50c\ub808\uc774\uc758 \uc8fc\uac00 \uae09\ub4f1 \ubc30\uacbd\uc5d0\ub294 ITC\uc758 \uc608\ube44 \ud310\uacb0\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\ub294 2023\ub144 10\uc6d4 31\uc77c ITC\uc5d0 BOE\ub97c \uc601\uc5c5\ube44\ubc00 \uce68\ud574\ub85c \uc81c\uc18c\ud588\uc5c8\ub294\ub370\uc694.<\/p>\n

\uc608\ube44 \ud310\uacb0\uc774 \uc9c0\ub09c\ub2ec 11\uc77c \ub098\uc654\uc2b5\ub2c8\ub2e4. \uc774\ub2ec 12\uc77c\uc5d0\ub294 \uc138\ubd80 \uadfc\uac70\uac00 \uacf5\uac1c\ub410\uace0\uc694. \ub2f9\uc2dc ITC\ub294 BOE\uac00 OLED \ud328\ub110\uc744 \ubbf8\uad6d\uc5d0 \uc218\uc785, \ud310\ub9e4\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc758 \uc601\uc5c5\ube44\ubc00\uc744 \ubd80\ub2f9\ud558\uac8c \uc0ac\uc6a9\ud588\ub2e4\uace0 \uc778\uc815\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ucd5c\uc885 \ud310\uacb0\uc740 \uc624\ub294 11\uc6d4 \ub0b4\ub824\uc9c8 \uc608\uc815\uc785\ub2c8\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc608\ube44\ud310\uacb0\uc5d0\uc11c ITC\uac00 BOE\uc758 \uc601\uc5c5\ube44\ubc00 \uce68\ud574\uc640 \uc9c1\uc6d0 \uc601\uc785\uc744 \ud1b5\ud55c \uae30\ubc00 \ubd80\uc815 \ucde8\ub4dd \ub4f1\uc744 \ub300\ubd80\ubd84 \uc778\uc815\ud55c \ub9cc\ud07c \uacb0\uacfc\uac00 \ub4a4\uc9d1\ud790 \uac00\ub2a5\uc131\uc740 \uc0ac\uc2e4\uc0c1 \uc5c6\ub2e4\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

ITC\ub294 \uc774\uc640 \ud568\uaed8 BOE\uc758 OLED \ud328\ub110\uc774 14\ub144 8\uac1c\uc6d4 \ub3d9\uc548 \ubbf8\uad6d\uc5d0 \uc218\uc785\ub420 \uc218 \uc5c6\ub2e4\ub294 ‘\uc81c\ud55c\uc801 \uc218\uc785\uae08\uc9c0 \uba85\ub839'(LEO)\uc744 \ub0b4\ub838\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc758 OLED \ud575\uc2ec \uae30\uc220 \uac1c\ubc1c\uc5d0 \uc18c\uc694\ub41c \uae30\uac04\uc744 14\ub144 8\uac1c\uc6d4\ub85c \ud310\ub2e8\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n

LEO \uae30\uac04\uc740 \ud1b5\uc0c1 ‘\ubd80\ub2f9\uc774\uc775\uc744 \uc0c1\uc1c4\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc2dc\uac04’\uc744 \uae30\uc900\uc73c\ub85c \uc0b0\uc815\ud558\ub294\ub370\uc694. ITC\ub294 \uc774\ubc88 \ucf00\uc774\uc2a4\uc5d0 \uc774\ub840\uc801\uc73c\ub85c \uc5ec\ub7ec \uac1c\ubcc4 \uc601\uc5c5 \ube44\ubc00\uacfc \uae30\uc220\uc758 \uac1c\ubc1c \uc18c\uc694 \uc2dc\uac04\uc744 \ud569\uc0b0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc5c5\uacc4\uc5d0\uc11c\ub294 \uc774\ubc88 \ud310\uacb0\ub85c \uc911\uc7a5\uae30\uc801\uc73c\ub85c \uc560\ud50c\uc774 OLED \ud328\ub110 \uacf5\uae09\ub9dd\uc744 \uc7ac\ud3b8\ud560 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc62c 2\ubd84\uae30 \uae30\uc900 \uc544\uc774\ud3f0\uc6a9 \uc18c\ud615 OLED \ud328\ub110 \uc2dc\uc7a5\uc5d0\uc11c \uc911\uad6d BOE\uc758 \uc810\uc720\uc728\uc740 22.7%\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \uc5c5\uacc4\ub294 \uc774 \ubb3c\ub7c9\uc774 \ud5a5\ud6c4 \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc640 LG\ub514\uc2a4\ud50c\ub808\uc774\ub85c \ubd84\uc0b0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub610\ud55c \ub2e8\uac00 \uc778\ud558(CR) \uc555\ubc15\uc774 \uc644\ud654\ub420 \uac83\uc774\ub77c\ub294 \uae30\ub300\ub3c4 \ub098\uc635\ub2c8\ub2e4. \uadf8\ub3d9\uc548 \uc560\ud50c\uc740 BOE\ub97c \ud65c\uc6a9\ud574 \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc640 LG\ub514\uc2a4\ud50c\ub808\uc774\uc5d0 CR \uc555\ubc15\uc744 \uac00\ud574\uc628 \uac83\uc73c\ub85c \uc804\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n

\u25c7Market View<\/strong><\/p>\n

\uc99d\uad8c\uac00\uc5d0\uc11c\ub294 \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uac00 \ucd5c\uc885 \ud310\uacb0\uc5d0\uc11c\ub3c4 \uc2b9\uc18c\ud558\uac8c \ub418\uba74 \uc560\ud50c\uc758 OLED \ud328\ub110 \uacf5\uae09\ub9dd\uc774 \uc7ac\ud3b8\ub420 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uae40\uc120\uc6b0 \uba54\ub9ac\uce20\uc99d\uad8c \uc5f0\uad6c\uc6d0\uc740 “\uae08\ubc88 ITC \ud310\uacb0\ub85c \uc778\ud574 BOE \ud328\ub110 \uc0ac\uc6a9\uc774 \uae08\uc9c0\ub418\uc5b4\ub3c4 \uc6b0\uc120 \uc560\ud50c\uc740 BOE \uc0ac\uc6a9 \ubaa8\ub378\uc744 \uae30\ud0c0 \uc9c0\uc5ed\uc73c\ub85c \ubc30\uc815\ud560 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4”\uba70 “\uc7a5\uae30\uc801\uc73c\ub85c\ub294 BOE \uc0ac\uc6a9\uc5d0 \ub530\ub978 \uc0ac\uc5c5 \ubd88\ud655\uc2e4\uc131\uc744 \uac10\uc548\ud574 \ube44\uc911\uc744 \ud604\uaca9\ud788 \ub0ae\ucd9c \uac00\ub2a5\uc131\uc774 \ub192\uc544 \ubcf4\uc778\ub2e4”\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc5b4 “\uc774 \uacbd\uc6b0 \uc7a5\uae30\uc801\uc73c\ub85c SDC \ubc0f LGD \uc218\ud61c\uac00 \uc608\uc0c1\ub41c\ub2e4”\uace0 \ub367\ubd99\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub0a8\uad81\ud604 \uc2e0\ud55c\ud22c\uc790\uc99d\uad8c \uc5f0\uad6c\uc6d0\uc740 “\ud328\ub110 \uc0dd\uc0b0 \uc5c5\uccb4\uc758 \uc0dd\uc0b0\ub2a5\ub825(CAPA)\uc5d0 \ub530\ub77c \uc218\ud61c \uac15\ub3c4\ub294 \ub2ec\ub77c\uc9c8 \uc218\ubc16\uc5d0 \uc5c6\ub294 \uad6c\uc870”\ub77c\uba70 “\ub2e4\ub9cc \ubbf8\uad6d \uad00\uc138 \uc774\uc288\uc5d0 \ub530\ub77c \ud3c9\uade0\ud310\ub9e4\uac00\uaca9(ASP) \uc778\ud558 \uc555\ubc15\uc774 \uac15\ud574\uc9c4 \ud658\uacbd\uc5d0\uc11c \uc138 \ubc88\uc9f8 \ubca4\ub354(BOE)\uc758 \ud1f4\ucd9c\uc740 \ud55c\uad6d \uacf5\uae09\ub9dd \uc804\uccb4\uc5d0 \uae0d\uc815\uc801”\uc774\ub77c\uace0 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc99d\uad8c\uc0ac \ub808\ud3ec\ud2b8\ub294 \uc9c0\ub09c 7\uc6d4 25\uc77c \ubc1c\uac04\ub41c \uac83\uc774 \ub9c8\uc9c0\ub9c9\uc785\ub2c8\ub2e4. \ub2f9\uc2dc SK\uc99d\uad8c\uc740 \ubaa9\ud45c\uac00\ub97c 1\ub9cc4000\uc6d0\uc73c\ub85c, \uc2e0\ud55c\ud22c\uc790\uc99d\uad8c\uc740 1\ub9cc3000\uc6d0\uc73c\ub85c \uc81c\uc2dc\ud588\ub294\ub370\uc694. ITC\uc758 \ucd5c\uc885 \ud310\uacb0 \uacb0\uacfc\uc5d0 \ub530\ub77c \ubaa9\ud45c\uac00\uac00 \uc0c1\ud5a5\ub420 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n

\u25c7Keyman & Comments<\/strong><\/p>\n

LG\ub514\uc2a4\ud50c\ub808\uc774\uc758 \ud0a4\ub9e8\uc740 \uc815\ucca0\ub3d9(\uc0ac\uc9c4<\/strong>) \uc0ac\uc7a5\uc785\ub2c8\ub2e4. \uc815 \uc0ac\uc7a5\uc740 LG\uadf8\ub8f9 \ub0b4 \uc190\uaf3d\ud788\ub294 \uc560\ud50c \uc804\ubb38\uac00\uc778\ub370\uc694. LG\uc774\ub178\ud14d \uc2dc\uc808\ubd80\ud130 \uc624\ub79c \uae30\uac04 \uc560\ud50c\uacfc \uac70\ub798\ud558\uba70 \uc2e0\ub8b0\ub97c \uc313\uc544\uc654\uc2b5\ub2c8\ub2e4. \uc560\ud50c \ub0b4\ubd80\uc5d0\uc11c\ub3c4 \uc815 \uc0ac\uc7a5\uc744 \ub192\uc774 \ud3c9\uac00\ud558\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n

\"\"<\/div>\n

\uc815 \uc0ac\uc7a5 2\ub144\ucc28\ub97c \ub9de\uc774\ud558\uba70 LG\uadf8\ub8f9 \ub0b4\ubd80\uc5d0\uc11c\ub3c4 \uae30\ub300\uac10\uc744 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc801\ub3c4 \ube60\ub974\uac8c \uac1c\uc120\ub418\uace0 \uc788\uace0\uc694. \uc62c\ud574 \uc0c1\ubc18\uae30 \uc601\uc5c5\uc190\uc2e4\uc740 826\uc5b5\uc6d0\uc73c\ub85c \uc904\uc774\ub294\ub370 \uc131\uacf5\ud588\uace0\uc694. \uc601\uc5c5\ud751\uc790\ub97c \uc62c\ub9ac\uc9c4 \ubabb\ud588\uc9c0\ub9cc \uc804\ub144(5631\uc5b5\uc6d0) \ub300\ube44 \ud06c\uac8c \uc904\uc5b4\ub4e0 \uc218\uce58\uc785\ub2c8\ub2e4.<\/p>\n

\uc815 \uc0ac\uc7a5\uc740 \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \ud0c0\uc6b4\ud640 \ubbf8\ud305 \u2018CEO \uc628\uc5d0\uc5b4(On Air)\u2019\uc5d0 \ucc38\uc11d\ud574 \uad6c\uc131\uc6d0\ub4e4\uc5d0\uac8c \uc0c1\ubc18\uae30 \uc131\uacfc\uc640 \ud558\ubc18\uae30 \uc804\ub9dd\uc5d0 \ub300\ud574 \uacf5\uc720\ud558\uae30\ub3c4 \ud588\ub294\ub370\uc694. \uc815 \uc0ac\uc7a5\uc740 \uc0c1\ubc18\uae30 \uc6d0\uac00\ud601\uc2e0\uacfc \ud488\uc9c8\uac1c\uc120 \ub4f1\uc5d0\uc11c \uc720\uc758\ubbf8\ud55c \uc131\uacfc\ub97c \uac70\ub480\ub2e4\uba70 \uccb4\uc9c8\uac1c\uc120\uacfc \ucc28\ubcc4\ud654\ub41c \uc0ac\uc5c5 \uacbd\uc7c1\ub825 \ud655\ubcf4\uc5d0 \ud798\uc4f4 \uacb0\uacfc\ub77c\uace0 \uc124\uba85\ud588\ub2e4\uace0 \ud569\ub2c8\ub2e4.<\/p>\n

\ud558\ubc18\uae30\ub294 \uad00\uc138 \ubcc0\ub3d9, \uc18c\ube44 \ub454\ud654, \uacbd\uc7c1 \uc2ec\ud654 \ub4f1 \ub179\ub85d\uc9c0 \uc54a\uc740 \uc678\ubd80 \ud658\uacbd\uc774 \uc608\uc0c1\ub418\ub294 \uac00\uc6b4\ub370, \uc6d0\uac00\ud601\uc2e0 \uac00\uc18d\ud654\ub97c \ud1b5\ud574 \uc0ac\uc5c5 \uacbd\uc7c1\ub825 \ud655\ubcf4\uc5d0 \uc8fc\ub825\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\ub294\ub370\uc694. \uadf8\ub294 “\uadfc\uc6d0\uc801 \uc6d0\uac00 \uccb4\uc9c8\uac1c\uc120\uc774 \ucd5c\uc6b0\uc120 \uacfc\uc81c”\ub77c\uba70 “\uc6d0\uac00\ud601\uc2e0\uc740 \uc0dd\uc874\uc758 \uc870\uac74\uc774\uba70 \ud488\uc9c8\uc740 \uc790\uc0ac\uc5d0 \ub300\ud55c \uace0\uac1d\uc758 \uc2e0\ub8b0”\ub77c\uace0 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ucd5c\uadfc\uc758 \uc8fc\uac00 \uc0c1\uc2b9\uacfc \uad00\ub828\ud574 LG\ub514\uc2a4\ud50c\ub808\uc774\uc5d0 \uc758\uacac\uc744 \ub4e3\uae30 \uc704\ud574 \uc5f0\ub77d\uc744 \ucde8\ud588\uc9c0\ub9cc \uc9c1\uc811 \ub2f5\ubcc0\uc744 \uc5bb\uc9c0\ub294 \ubabb\ud588\uc2b5\ub2c8\ub2e4. LG\ub514\uc2a4\ud50c\ub808\uc774 \uad00\uacc4\uc790\ub294 “\uc0c1\uc7a5\uc0ac\ub2e4\ubcf4\ub2c8 \uc8fc\uac00\uc5d0 \ub300\ud55c \uc9c1\uc811\uc801\uc778 \ucf54\uba58\ud2b8\ub294 \uc5b4\ub835\ub2e4”\uace0 \ub9d0\uc744 \uc544\uaf08\uc2b5\ub2c8\ub2e4.<\/p>\n

\/ \ub178\ud0dc\ubbfc \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

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