[Analyst Column] 한국 디스플레이 사업, 청신호 켜지나?

이충훈 / 유비산업리서치 수석애널리스트

출처 : 유비산업리서치

한국 디스플레이 패널 사업이 5분기간의 약세를 끝내고 성장세를 뚜렷하게 나타내고 있다. 삼성전자와 LG디스플레이의 2015년 1분기 실적 발표에 의하면 한국 디스플레이 1분기 매출 합계는 14.07조원으로서 지난 분기에 비해서는(QoQ)  -9%를 기록하였지만 지난 해 동 분기 대비(YoY) 20% 상승하였다.최근 2년간 가장 실적이 나빴던 분기는 2013년 4분기였다. 크리스마스 시즌이 있는 4분기는 계절적 수요에 의해 가장 실적이 좋은 것이 일반적인 흐름이나 2013년은 오히려 3분기보다 실적이 떨어졌다. 하지만 2014년은 매 분기 매출이 증가하며 일반적인 흐름에 따르는 결과를 보여주고 있다.

이번 분기 실적에 의하면 2015년 한국 디스플레이 패널 사업은 성장 패턴에 속할 것으로 분석된다. 이번 분기와 지난 분기의 YoY가 각 각 1년 전 동 분기에 비해 14%와 20%의 성장을 보여주고 있기 때문이다.

출처 : 유비산업리서치

최근 한국 디스플레이 사업이 회복세를 나타내고 있는 것은 LG디스플레이의 실적이 지속적으로 상승하고 있기 때문이다. 양사의 매출 점유율은 3분기 연속 LG디스플레이가 50% 이상을 차지하며 시장을 이끌고 있다.

LG디스플레이의 실적 향상은 Apple iPhone 6 실적 향상에 기인하는 것으로 분석된다. 하지만 iPhone6의 출하량이 증가할수록 경쟁업체인 삼성전자의 Galaxy 실적이 하락할 가능성이 높아 삼성디스플레이의 실적 역시 둔화될 수 있다.

하지만 세계 최대 smart phone 제조사인 삼성전자와 Apple의 시장 점유율에 따라 양사에 디스플레이를 공급하는 삼성디스플레이와 LG디스플레이의 실적에 희비가 갈리겠지만, 한국 디스플레이 산업은 두 회사를 통한 꽃놀이 패를 가지고 있기 때문에 디스플레이 산업은 지속 성장을 유지할 것으로 예상된다.

59 replies
  1. Katelyn
    Katelyn says:

    I want to make a withdrawal pocket health toronto office That’s a lot of time to spend worrying while at work. And it comes on the heels of another study, “Stressed at Work,” from Bensinger, DuPont & Associates, an employee-assistance program provider, that suggests almost half of workers are so stressed out that it interferes with their ability to get their jobs done. About 44 percent of male respondents and 49 percent of female respondents said they had “difficulty concentrating” as a result of “personal problems and stress.” Meanwhile, Gallup’s 2013 State of the American Workplace report finds that 7 in 10 workers are not engaged with their work.

  2. Shirley
    Shirley says:

    Please call back later uc davis medical center jobs “It was one of the tricks of the trade to prevent them from foolin’ around before their scenes and preserve the heat of passion that might otherwise get lost…that’s before arousal got replaced by Viagra,” he said. “Nowadays the top male performers in the world are very few, and they’re the ones who still avoid chemical help, and they’re all treated like rock stars in their own countries.”

  3. Jefferey
    Jefferey says:

    About a year should i take ibuprofen or tylenol for back pain
    This weekend, tourists and locals waded and swam in pristine waters just beyond the harbor, with the hulking wreck an ugly backdrop and reminder of the harrowing night when a few thousand people straggled ashore. Since the Concordia came to rest on its side, visitors have come to gawk at the wreck, providing the tiny fishing island a year-round tourist season it never had before.

  4. Tyler
    Tyler says:

    About a year perform xt But you cannot deny the seriousness of what was alleged. It was a bad error of judgment by those responsible. I said as much to the jury when I was interviewed – I was competing in last summer’s Olympics when the weights themselves were added, so I had no prior knowledge of any of this – and, while I stand by the language that I used, I was disappointed to see that my words were made public. I, like everyone else interviewed, had been under the impression that what we said to the jury would remain confidential.

  5. Genaro
    Genaro says:

    Where do you live? site.emed.com.br “My hat’s off to them,” Ford Motor Co Executive Chairman Bill Ford said at a press briefing after Ford’s annual meeting in Wilmington. “It’s really hard to start up a company, particularly in the auto business, and be successful.”

  6. Franklyn
    Franklyn says:

    I work with computers supplementking.ca The Daily News has some of the most memorable photos in sports history. From legendary boxers and iconic tennis players to golfing greats and fabled Olympians, the Daily News has the photos you want of the once-in-a-lifetime sports moments. Find yours today and relive history.

  7. Graham
    Graham says:

    A packet of envelopes 1truepharmacy.simlifelot.com Syria's initial submission to the OPCW clearly doesn't meet this stringent standard, but this may not matter. Together with Syria's quick ratification of the OPCW charter, last weekend, it's an indication that the Assad regime is prepared to engage with this process, even if it would prefer to do so at its own pace.

  8. Norbert
    Norbert says:

    I’ve lost my bank card can you take 75 mg of zoloft Karason’s skin turned blue after he used colloidal silver, a liquid made by extracting silver from metal, to treat his dermatitis – a condition that causes swollen, red and itchy skin. Karason reportedly drank the silver-based remedy and rubbed it on his skin.  

  9. Salvador
    Salvador says:

    I’m sorry, I didn’t catch your name slim trim 2000 forskolin After visiting a treatment centre for children traumatised by the conflict, she said the stories she had heard were “harrowing” and “with every day that passes, more children and parents are being killed, more innocent childhoods are being smashed to pieces”.

  10. Trinity
    Trinity says:

    I’m interested in this position costco pharmacy quincy Robert Mann, an aviation consultant in Port Washington, New York, suggested another possible lesson from the Asiana incident: looking more closely at how pilots are paired on flights. The pilot at the controls of the Asiana flight was attempting his first landing of a Boeing 777 jet in San Francisco and his supervisor was making his first flight as a trainer, and it was the first time the two pilots had flown together, the NTSB said.

  11. Jonathon
    Jonathon says:

    Very funny pictures my care pharmacy online reviews An anonymous cable news industry source told the media news site Mediaite that a Baldwin-hosted talk show is slated to air at 10 p.m. on Fridays. A name for the show has not yet been chosen, according to Mediaite, but the report claims that the show is “a done deal.”

  12. Emma
    Emma says:

    Where do you study? nootrobox shark tank episode AA president Edmund King said: “Road safety on the national curriculum is something we have long campaigned for and I am pleased to see it being recommended here. Likewise we would also support learner drivers being allowed on motorways with their instructor.

  13. Brooke
    Brooke says:

    How long are you planning to stay here? dilantin capsules to liquid conversion The other nominees include Malala Yousafzai, the Pakistani girl shot in the head by the Taliban last year for demanding education for girls, and Russian former oil tycoon Mikhail Khodorkovsky, a critic of President Vladimir Putin who has been convicted of money-laundering, tax evasion and fraud.

  14. Hunter
    Hunter says:

    An estate agents melilea progene ingredients The video was shot Tuesday by the son of a neighbor. It shows the 21-year-old woman resisting an officer's efforts to cuff her hands behind her back as she repeatedly tells him she's pregnant. While other officers are trying to handcuff her 16-year-old brother, the officer hits the woman in the head and takes her to the ground.

  15. Kurtis
    Kurtis says:

    Could you please repeat that? enterhealth.com healing the addicted brain Tom Brady, who had been questioned for berating his rookie receivers during the woeful Jets game two Thursdays ago, saw them pick it up against the Bucs. They were far from perfect but showed signs as Aaron Dobson, targeted 10 times, had seven catches for 52 yards and Kenbrell Thompkins, thrown to seven times, averaged 13.7 yards on three catches, two for TDs.

  16. Joseph
    Joseph says:

    International directory enquiries aiwellhealth.net Tesco would combine its 131 outlets with CRE’s Vanguard unit, which operates 2,986 mainly hypermarkets or supermarkets across China and Hong Kong. The combined business will have some 10 billion pounds ($15.6 billion) in sales, dwarfing the 1.43 billion pounds Tesco generated on its own in China last year.

  17. Joseph
    Joseph says:

    How long have you lived here? pharmacy informatics degree online The latest capital raising will include about 150 billionyen ($1.52 billion) through a public share offering and about 20billion yen from a third-party allotment. The third-party shareplacement would be made to companies with deep ties to Sharp,including Lixil Group, Makita Corp and DensoCorp, according to the sources, who spoke on conditionthey were not identified.

  18. Wesley
    Wesley says:

    very best job helix health.com Many Austin schools were built in the 1970s, and most of the structures are not equipped with metal detectors, Young said. After Tuesday’s incident, the school may reconsider its approach to security, Young said.

  19. Barbera
    Barbera says:

    Could you please repeat that? asiapharma.com South Korea would have to make a commitment by the end of2013 to secure a place in the ninth low-rate production contractfor F-35 jets and ensure delivery of the first planes in 2017,said one source familiar with the program.

  20. Esteban
    Esteban says:

    Do you know the address? rapidpharm.net “Our player-focused topical spots aim to hit on the player of note heading into a game,” an ESPN spokesperson said Thursday. “Given A-Rod’s role in the rivalry between the Yankees and Red Sox and his current status, he is the biggest story as we head into this series.”

  21. Bernardo
    Bernardo says:

    I’d like to order some foreign currency shreechemopharma.com Almost all other sore throats are caused by viruses. In those cases, “an antibiotic is not going to help you and it has a very real chance of hurting you,” Dr. Jeffrey Linder, who worked on the study at Brigham and Women’s Hospital in Boston, said.

  22. Savannah
    Savannah says:

    I’m about to run out of credit horlaxen review Terri Pearsons, pastor of the Eagle Mountain International Church in Newark, Texas, had been critical of the vaccinations. Now the virus has spread to people whose ages range from four months to 44 years old.

  23. Vincenzo
    Vincenzo says:

    Do you know the address? re sound live When it comes to HS2 in the past few weeks Peter Mandelson, Alistair Darling and Margaret Hodge have U-turned on their initial support for the project – dismissing the long term future of the country for a short term political gamble.

  24. Donald
    Donald says:

    I’m sorry, I didn’t catch your name twelve24 cocktails Obama’s engagement with Iran could be limited by theinfluence of the pro-Israel lobby in Washington and lawmakerswho share Netanyahu’s suspicion of Rouhani. They could block anyWhite House effort to ease major sanctions on Iran and evenimpose new ones.

  25. Roosevelt
    Roosevelt says:

    We went to university together optislim vlcd shakes A Guardia Civil spokesman said it was investigating the incident, but that it was currently being put down as “an accident.” They have taken statements from the parents, and a post-mortem examination is due to take place either Thursday or Friday.

  26. Lincoln
    Lincoln says:

    I’ve got a part-time job newqualitypharm.com reviews
    The Daily News has some of the most memorable photos in sports history. From legendary boxers and iconic tennis players to golfing greats and fabled Olympians, the Daily News has the photos you want of the once-in-a-lifetime sports moments. Find yours today and relive history.

  27. Santiago
    Santiago says:

    I support Manchester United rxdocmed.com reviews
    First, the data on parental spending on education. There is a lively debate among politicians and professors about whether the economy is becoming more polarized and about the importance of education. Dismissing the value of a college education is one of the more popular clever-sounding contrarian ideas of the moment. And there are still a few die-hards who play down the social significance of rising income inequality.

  28. Stewart
    Stewart says:

    I live here pharmixlogistics.net Rajan, who took office early this month amid India’s worst economic crisis since 1991, increased the RBI’s policy repo rate by 25 basis points (bps) to 7.50 percent, defying most forecasts that he would leave the rate on hold to bolster a sluggish economy.

  29. Douglas
    Douglas says:

    Could I have a statement, please? fastin xr gnc The interactions highlighted the challenges facing the effort, including getting taxpayers to identify tax provisions they now enjoy that they would be willing to give up for lower tax rates – the goal of the effort.

  30. Arlen
    Arlen says:

    I’d like to withdraw $100, please quickmedical issaquah wa Several celebrities, “friends” and even family members have felt the wrath of Amanda Bynes lately. Using her Twitter account, Amanda Bynes has been targeting people and mainly calling them ugly. See w…

  31. Alex
    Alex says:

    Not in at the moment prilosec coupons march 2014
    McCoach said Canada’s securities commissions are consideringthe proposal. He said he has been informed that regulators insome of the country’s provinces have already drafted exemptions,but would not say which provinces are moving on the idea.

  32. Jeffrey
    Jeffrey says:

    I can’t hear you very well alennus tadalafila Suriname is one of the most ethnically diverse countries in the Americas. Most of its people are descended from African slaves and Indian and Indonesian indentured servants brought over by the Dutch to work as agricultural labourers.

  33. Ramiro
    Ramiro says:

    I’m on a course at the moment is pharmshop-online.com legit The chances of cells found in mammoths in the frozen Siberian landscape being viable would increase if bones could be recovered from the lowest possible temperature. Wilmut said cells will degenerate rapidly as the temperature lowers to the point that snow and ice melts; so even those at the coldest temperature could become useless as they thaw.

  34. Xavier
    Xavier says:

    Withdraw cash pvl power up opinie Mandela again quoted from the “I Have a Dream” speech — “Free at last, free at last, thank God Almighty we are free at last” — during his 1994 address to the U.S. Congress. Mandela, 95, has been hospitalized since June, much of that time in critical condition.

  35. Vance
    Vance says:

    I can’t get through at the moment legit places to buy clomid It’s a no-frills device, to be sure; perhaps that’s part of the reason it has already received a price cut, knocking it down to a mere $40 with a mail-in rebate and new two-year contract with T-Mobile. But just because it doesn’t break the bank doesn’t mean it’s of poor quality or an incapable device. For $40, you can do a lot worse.

  36. Stevie
    Stevie says:

    I’d like to order some foreign currency do generic cialis work The privatization push follows similar attempts by the Conservatives in 1994 and by Labour in 2009, both of which were scuppered by union threats and party rebellions, with the latter attempt also succumbing to rocky financial markets.

  37. Landon
    Landon says:

    We need someone with experience is nexium used to treat nausea BRUSSELS, Sept 26 (Reuters) – The EU’s economics chief putaside any frustration with the pace of French reforms onThursday, telling France’s finance minister that his budgetplans were on track and avoiding mention of ballooning pensioncosts.

  38. Enoch
    Enoch says:

    Just over two years eutopia health & wellbeing ltd For Obama to carry his agenda on the Jay Leno shows just how weak he really is. It seems to me that Obama is all show. First of all Obama should stay out of Russian politics. They don’t want western morals contaminating their country. And I can’t blame them. We are the most hated country in the world, and for good reason. And as far as accepting gays life style, I would say that main stream America does not. Obama doesn’t speak for us. His proclamation calling the month of June gay lesbian etc. is a joke. It’s more like a zoo than any thing else.

  39. Mariah
    Mariah says:

    Where do you study? gemoro platinum pct101 However, miners were lower after Chinese steel futures fellfor a fifth straight session on Monday, hitting their lowest inmore than six weeks on weaker demand from end-users. Topiron-ore producers BHP Billiton Ltd and Rio Tinto Ltd fell 0.6 percent and 0.7 percent respectively.

  40. Elden
    Elden says:

    Do you know the number for ? 1285 muscle canada
    Hempfest executive director Vivian McPeak said that despite the state-level legalization, work remains as long as pot is illegal under federal law. The event is free, but McPeak is asking attendees to contribute $10 to offset the $800,000 cost of Hempfest so it can continue next year.

  41. Carlos
    Carlos says:

    A law firm saszetka nizoralu cena Most publications acknowledged that Pep Guardiola, in his 100th day in charge, served up a masterstroke in utilising Thomas Müller as a false No9, as striker Mario Mandžukić sat on the bench. The free-flowing football employed took Bayern to another level, they enthused, and was their best game of the season hitherto.

  42. Sheldon
    Sheldon says:

    Will I get paid for overtime? pharmacy analytics jobs
    Dimon has been under regulator scrutiny since the companylast year disclosed it was losing billions of dollars onderivatives in what has become known as the “London Whale”trades. At this year’s annual meeting, he won a vote ofconfidence called, in part, because of a breakdown in riskcontrols.

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published.