?? ?????? ?????? ?? ??(??)? ??? ??? ??? ???? ??? ??? ????. 2? ?????? ??? ?? ??? 9? ??? ??? ?? ?? ??(1? ??)? ―3.5%.
?? ?? ??????(???)? 5.7% ??? ?? ???? ?? ??? ?? ???? ??? ?? ―6.2%???? ???.
???? ?? ??? ?? ?? ??? 8? ??? ?????(―25.0%)??? ?? △LG???LCD(―13.0%) △????(―10.4%) △?????(―7.9%) ?? ????.
?? 2? ??? ??? ??? 5?7900??? ??? ?? 37.9%? ???? ???. 4? ??????? ???? ?? ? KTF? ??? 2?300??? ?? ???(1?9150?)? ?? 6.0% ???.
?? ???????? ?? ?? ???? 39? ??? 25? ??? ??? ???? ??? ??.
????? changkim@donga.com
?? ?? ????? ?? ??(??:?, %)????????????????42,00057,90037.9
??????12,00011,700―2.5*KTF19,15020,3006.0????12,00010,750―10.4LG???LCD34,50030,000―13.0
?????1,7001,275―25.0?????4,0003,685―7.9*??1,130875―22.6*??????1,1401,085―4.8*??? ????? ?????? ??? ???? ???? ?? ??? ??. ??:?????