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2014-001

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Overweight [CES 2015] Curved + Quantum or OLED

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2015. 1. 12

Analyst

02-6309-4523

yuak.pak@meritz.co.kr

1. TV: Curved + QD or OLED New Premium

- BestBuy 40~65 UHD TV . CES 60

TV . TV

- Curved Design QD OLED TV . SUHD TV

OLED , OLED TV

. SDC 8G OLED

- LG Curved OLED TV

2. Smartphone: 64bit AP & DRAM 1GB~3GB

- , GFlex2

- 64bit AP DRAM Density . 64bit AP

LPDDR4 , 1~2GB DRAM

DRAM

- FHD QHD

3. Wearable: ,

- ,

- Intel .

,

- Smart Watch , ,

.

(Buy / TP 1,600,000): ,

SK (Buy / TP 53,000): DRAM

LG (Buy / TP 40,000): 4Q14

(005930) Buy, TP 1,600,000

SK(000660) Buy, TP 53,000

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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Contents

1 TV: to the Curved 3

1 Commodity UHD TV & 60 3

5 2 Curved + QD/OLED: Premium 4

3 8K TV : , 6

2 : Nothing New 7

1 64bit AP & DRAM 1GB~3GB 7

3 Wearable Device 8

5 1 , 8

4 11

1 11

2 LG 14

3 Intel 16

4 Sony 18

5 Sharp 19

6 Panasonic 20

7 (ChangHong, Hisense, TCL, Huawei, ZTE) 21

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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. TV: to the Curved

1. Commodity UHD TV & 60

2015 UHD TV Commodity

.

CES UHD TV (, LG), (Sharp, Sony,Panasonic),

(TCL, Hisense, Haier, ChangHong) .

50~65 UHD TV UHD , 65

UHD TV . BestBuy

40~65 UHD TV , 2

TV .

[ 1] TCL UHD TV [ 2] Hisense UHD TV

: :

[ 3] LG Flat OLED TV [ 4] Sony UHD TV:

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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2. Curved + QD/OLED: Premium

QD(Quantum Dot) OLED TV , Curved

Design .

Line-up UHD, Quantum Color, Curved Design

SUHD TV , LCD PDP Curved Flat TV

. SUHD TV , , , ,

OLED , OLED TV

. 8G OLED Capa

.

LG Flat OLED Curved OLED TV Color Prime

. SUHD TV

. LG IPS(In-Panel Switching) LCD

Curved , Curved

OLED .

Sharp, Sony, Panasonic, TCL, Hisense, Haier, ChangHong Curved TV

, //

.

[ 5] SUHD TV: Curved + Quantum Dot [ 6] LG OLED TV: Curved + OLED

: :

[ 7] TCL 110 Curved UHD TV [ 8] ChangHong Curved OLED TV

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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CES , UHD TV

SUHD(Curved + UHD + Quantum Color) TV , OLED

TV LG Curved OLED TV .

Curved (QD(Quantum Dot), OLED ) TV

, .

[ 9] SUHD TV [ 10] , Curved TV Flat TV

: :

[ 11] LG Flat OLED TV [ 12] LG Curved OLED TV

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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3. 8K TV : ,

, Sharp 85 8K LED TV .

8K TV Image Processing 3 Color LED Backlight ,

TV . [ ~ ]

, 8K TV

40~50 TV 60~70 TV

. , LCD Panel .

[ 13] 8K TV [ 14] 8K TV

: :

[ 15] 8K TV [ 16] 8K TV

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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. : Nothing New

1. 64bit AP & DRAM 1GB~3GB

CES 2015 , LG GFlex2

. , 1)64bit Octa-Core AP 2)DRAM Density (1GB ~

3GB) . 64bit Android Lollipop

64bit AP , LPDDR4

. 1GB~2GB

DRAM , 2015 DRAM .

FHD QHD .

[ 17] 4 [ 18] LG GFlex 2

: :

[ 19] Huawei Ascend P7 [ 20] ZTE Star 2

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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. Wearable Device

1. ,

Wearable Device ,

.

Intel Blocks, ProGlove, NIXIE, ARC, Open Bionics Wearable

. Blocks SmartWatch, , NFC,

, , . ProGlove

RFID, ,

. ,

.

Fitness , , LCD ,

GPS ,

. Smart Watch

, , ,

.

[ 21] Intel Blocks: SmartWatch [ 22] Intel Blocks: SmartWatch

: :

[ 23] Intel ProGlove: Wearable [ 24] Intel NIXIE: &

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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[ 25] Intel ARC: Fitness [ 26] Intel OpenBionics:

: , :

[ 27] (130, 8.5) [ 28] Fitness

: :

[ 29] Fitness Sensor [ 30]

: :

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[ 31] Sensors, Bluetooth [ 32] , iHealth

: :

[ 33] GPS [ 34]

: :

[ 35] [ 36]

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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.

1.

CES IoT Open Innovation ,

2017 90% IoT .

IoT Sensor, Processing Power, Connectivity

, .

(Jeremy Rifkin) IoT

,

. IoT Prosumer(Producing + Consumer)

, Consumer Electronics Prosumer Electronics Paradigm Shift

. BMW Internet of Cars

,

.

[ 37] : Open Innovation [ 38] : IoT

: :

[ 39] , 14 20/ Device [ 40] 5 100% IoT

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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CES 2015 780

. Brand Name SUHD TV , SUHD TV

. SUHD TV Curved Quantum Dot UHD

, /// OLED TV

. , OLED TV

.

Galaxy Gear S, Gear VR, Gear Circle Wearable Device

, Galaxy Note Edge .

.

[ 41] CES : SUHD TV [ 42]

: :

[ 43] , Curved Flat TV [ 44] , Curved Flat TV

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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[ 45] 88 SUHD TV [ 46] 65 SUHD TV,

: :

[ 47] SUHD TV [ 48] SUHD TV :

: :

[ 49] 4 Edge, [ 50] Tablet PC

: :

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2. LG

LG Flat OLED TV Curved OLED TV , LCD TV

. OLED TV Perfect Black, Perfect Color

. LCD OLED Panel

, LCD TV .

GFlex2 GWatch R , GFlex2 GWatch R

. GWatch R OLED .

[ 51] LG : OLED TV [ 52] LG

: :

[ 53] 65 Flat OLED TV [ 54] 65 Curved OLED TV

: :

[ 55] OLED LCD Panel [ 56] Flat TV, Curved

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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[ 57] GFlex 2 [ 58] GWatch R

: :

[ 59] GWatch R [ 60] LG GWatch R

: , :

[ 61] GWatch R [ 62] GWatch R

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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3. Intel

Intel CES Big, New, Excited Thing

, Wearable Device

.

Intel CEO (Brian Krzanich) 3D Intel

RealSence , Core/RF/Sensor

(Intel Curie) . Wearable Device

, CEO (Colin Baden)

.

[ 63] Intel Real Sense [ 64] Intel Curie

: :

[ 65] Intel RealSense [ 66] RealSense

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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[ 67] Intel , Wearable Device [ 68] NIXIE, &

: :

[ 69] ProGlove, GPS Sensors [ 70] RealSense

: :

[ 71] ARC: [ 72] SnowCookie: Ski

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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4. Sony

CES 2015 Sony 4K LCD TV

, .

Sony .

[ 73] Sony [ 74] UHD TV

: :

[ 75] , [ 76] ,

: :

[ 77] High Resolution [ 78]

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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5. Sharp

Sharp 85 8K LED TV, Mirror Display, Frameless Display, Transparent Display, IGZO

Display . 8K TV Image

Processing 3 Color LED Backlight , TV

. Mirror Display

,

.

[ 79] Sharp [ 80] 85 8K LED TV

: :

[ 81] 8K TV [ 82]

: :

[ 83] Mirror Display [ 84] LCD

: :

Analyst (6309-4523) [CES 2015] Curved + Quantum or OLED

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6. Panasonic

Wearable . Smart Watch