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  • 2014-001

    /

    Overweight [CES 2015] Curved + Quantum or OLED

    /

    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

    /

    (Overweight)

    2

    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

    /

    (Overweight)

    3

    . 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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    (Overweight)

    4

    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

    /

    (Overweight)

    5

    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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    (Overweight)

    6

    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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    (Overweight)

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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

    /

    (Overweight)

    8

    . 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]

    : :

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

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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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    (Overweight)

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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

    : :

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

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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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    (Overweight)

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    6. Panasonic

    Wearable . Smart Watch

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