Professional Documents
Culture Documents
MLCC
05 8% 292 06
06
10% 321
05
01 9.3% 05
11.8%()
45%(
)
3C
MLCC
2006/01
16
Oriental Securities Investment Advisory Co., Ltd.
2000
01~02
03~04
05
05
8% 292 5
(01~02 )TDK
06
06 10% 321 (
1)
1
35000
25%
30000
20%
25000
15%
20000
10%
15000
5%
10000
0%
5000
-5%
-10%
2000
2001
2002
2003
2004
2005(E)
2006(F)
IEK
2006/01
17
Oriental Securities Investment Advisory Co., Ltd.
2 ( 150 )
50 51
04
3%05 IEK 5.2%
20000
20%
15000
10%
10000
0%
5000
-10%
-20%
2001
2002
2003
2004
2005(e)
IEK
05H1
8 Q4
Q3 22%8%19%05
221.33 10.8%
797.40 6%
92.73 12%
05 1111.46
Y/Y 8.2% 01
9.3% 05 11.8%
( 3)
2006/01
18
Oriental Securities Investment Advisory Co., Ltd.
3
IEK
54%
36%
36%()
45%
() 4
4
IEK
2006/01
19
Oriental Securities Investment Advisory Co., Ltd.
05
8.2% 8%
03
3C
RCL(Yageo)
33%Murata
-RCL
3C
RCL 5
5
SMD
2006/01
20
Oriental Securities Investment Advisory Co., Ltd.
(Chip-R)
(Yageo)
33% Rohm Matsushita
6
6 Chip-R
IEK
(MLCC)
49%
MLCC
Murata
Murata MLCC TDK Tai
Yuden MLCC MLCC Semco
Samsung
TFT-LCD MLCC
19% 05
Murata
MLCC 3% 04
20~30%05 ( 7)
2006/01
21
Oriental Securities Investment Advisory Co., Ltd.
7 MLCC
IEK
(Chip-L)
48%
TDK
19%Tai Yuden 18%
17% 70%
MLCCChip-L
MLCC Murata
10 MLCC 12
()
8 Chip-L
IEK
2006/01
22
Oriental Securities Investment Advisory Co., Ltd.
05 RCL
04
05 6% MLCC
MLCC 04
05 5%
05 1%( 9)
905 RCL
IEK
06 RCL
03Q2 04Q2
RCL 2%
04Q3
MLCC
RCL
06
Q2~Q3 MLCC
06
06Q1( 10)
2006/01
23
Oriental Securities Investment Advisory Co., Ltd.
1006 RCL
IEK
RCL
PC
50% PC
2 2
10%
PC
06 0402
(1)PC (2)
0402 ( 11)
11 RCL
10%
20%
20%
PC
50%
IEK
2006/01
24
Oriental Securities Investment Advisory Co., Ltd.
-RCL
RCL
0603 1998 0806 0402
05 0603 0402
0603 0201
( 9%) 3G (iPOD)
0805
0603 0402 0201
1%06
PC 0402 (
12)
12RCL
IEK
PC
3%
MLCC
06
2006/01
25
Oriental Securities Investment Advisory Co., Ltd.
MLCC MLCC
LCD CPU
06 -
1
MLCC
MLCC
MLCC
MLCC
LCD
CPU
CPU
CPU
(MLCC)
SMD
2006/01
26
Oriental Securities Investment Advisory Co., Ltd.
MLCC
MLCC LCD
NBLCD TVMonitor LCD Monitor 3
LCD TV 5 LCD
(Inverter)
1~2 06 LCD
Monitor NBLCD TV
LCD TV MLCC
MLCC
( 13)
13 MLCC
70,000
160.00
60,000
140.00
50,000
120.00
100.00
40,000
80.00
30,000
60.00
20,000
40.00
10,000
20.00
NB
LCD Monitor
LCD TV
NB GR(%)
LCD TV GR(%)
0.00
0
2004
2005(E)
2006(E)
IEK
Chemicon Chemicon
( 14)
2006/01
27
Oriental Securities Investment Advisory Co., Ltd.
14
MIC
05Q4 05 112.8
EPS 4.95 06
NBDSCLCD TV MLCC
06 123 10.44
EPS 5.4 CB EPS 4.47
( 2)
2
:
2004
1Q05
2Q05
3Q05(F)
4Q05(F)
2005(F)
2006(F)
10,039
2,760
2,915
2,747
2,858
11,280
12,300
14.43
14.08
15.32
16.52
16.72
15.66
15.85
10.12
9.23
11.03
11.74
12.13
11.03
11.35
709
209
216
264
268
957
1,044
3.49
1.15
1.1
1.34
1.36
4.95
EPS
EPS
5.4
4.47
Chemicon
4Q
05
20.35 EPS 5.99 06
LCD TVPC 06
27.20 EPS 6.55
3
2006/01
28
Oriental Securities Investment Advisory Co., Ltd.
3
:
2004
1Q05
2Q05
3Q05(F)
1,393
429
438
492
676
2,035
2,720
12.59
13.92
14.71
16.02
16.42
15.26
15.42
7.67
8.69
9.55
10.79
11.24
10.06
10.52
81
33
36
62
64
195
227
EPS
2.02
1.16
1.24
1.77
1.82
5.99
6.55
4Q05(F) 2005(F)
2006(F)
2006/01
29