<p>[한투증권 전기전자/2차전지 조철희] <br>8월 5일 IT 주요뉴스 <br><br>● China reportedly to extend EV purchase subsidies <br>-  중국이 전기차(EV)에 대한 구매 비과세 혜택을 연장할 계획이라고 발표 <br>- 2020년부터 2022년까지 중국의 전기차 보조금은 매년 10%, 20%, 30%씩 감소, EV 보조금의 만료에 대한 우려가 제기되고 있어 이를 고려함  <br>Link: <a href="https://bit.ly/3QnCvi5" target="_blank" class="ke-link">https://bit.ly/3QnCvi5</a> <br><br>● 갤럭시 폴드4, 충전 효율 높아질까…"30분이면 50% 충전" <br>- 삼성전자의 신작 폴더블폰 '갤럭시 Z 폴드4'가 배터리 충전 속도를 비롯해 성능이 전반적으로 개선될 것이라는 전망 <br>-  AP의 경우 퀄컴 스냅드래곤8+ Gen1프로세서가 탑재되어 전작보다 CPU는 15%, GPU는 59%, NPU는 68% 개선될 것으로 예상 <br>Link: <a href="https://bit.ly/3zvD0Qi" target="_blank" class="ke-link">https://bit.ly/3zvD0Qi</a> <br><br>● 삼성, 인도 2위 통신사에 5G 장비 공급..네트워크 사업 부활 신호탄쏘나 <br>- 삼성전자가 전세계 4억9000만명의 가입자를 보유한 인도 2위 이동통신 사업자에 5G 통신장비를 공급하기로 함. 이번 공급 계약으로 삼성의 인도 통신 시장에서 입지가 확대되는 것은 물론, 네트워크 사업부의 매출 증대도 기대 <br>- 이번 계약은 에어텔이 중국의 화웨이와 ZTE를 배제하고 새로운 공급사로 삼성전자를 택한 결과 <br>Link: <a href="https://bit.ly/3oV94Is" target="_blank" class="ke-link">https://bit.ly/3oV94Is</a> <br><br>● "폭스콘, 구글 픽셀 폴더블폰 제조중" <br>- 폰아레나는 스마트폰 조립 업체 폭스콘이 중국에서 구글 폴더블폰 '픽셀 폴드(픽셀 노트패드)'를 제조 중이라 보도 <br>- 구글 픽셀 폴드 화면은 5.85인치로, 중국 오포의 폴더블폰 '오포 파인드 엔'과 비슷. 카메라는 12.2MP 기본 카메라와 16MP 초광각 카메라 탑재 <br>Link: <a href="https://bit.ly/3zw1qt1" target="_blank" class="ke-link">https://bit.ly/3zw1qt1</a>  <br><br>● 알에프세미, 1700볼트급 SiC 전력반도체 양산 <br>- 반도체 제조 전문 기업 알에프세미는 4일 예스파워테크닉스와 1700볼트(V)급 실리콘카바이드(SiC) 전력반도체를 양산한다고 밝힘 <br>- 동사는 전주 공장에서 20년 넘게 6인치 웨이퍼 팹을 운영하면서 공정과 생산, 개발, 장비 기술을 보유하고 있으며 2년의 공정 개발을 통해 95% 이상의 생산 수율을 확보한 상태 <br>Link: <a href="https://bit.ly/3zy1W9E" target="_blank" class="ke-link">https://bit.ly/3zy1W9E</a> <br><br>● 獨 머크, 마이크론과 친환경 반도체 식각 가스 만든다 <br>- 머크에 따르면 머크 연구개발팀이 고안한 저GMP 반도체 식각(에칭) 가스는 현재 마이크론 측의 공정 성능 테스트를 진행 중에 있음 <br>- 마이크론 부사장은 2030년 탄소배출량을 2020년에 비해 42% 줄이는 것을 목표로 하고 있으며, 이를 위해 첨단 저감 장비에 대한 투자 저GMP 가스의 우선적 사용, 에너지 효율적인 장비 구매, 재생 에너지 구입 등이 포함됨 <br>Link: <a href="https://bit.ly/3JrC6Ja" target="_blank" class="ke-link">https://bit.ly/3JrC6Ja</a>  <br><br>● LG이노텍, 기판 인력 확대…兆단위 투자 기대↑ <br>- LG 이노텍은 고부가 기판 사업의 확대를 위해 기판소재사업부 전문 인력을 대거 채용할 예정. FC-BGA 제품개발, 생산 기술 유경험자 등 우대 <br>- 연내 대규모 투자도 예상됨. 구미 지역 기판 공장 추가 투자를 다각도로 검토 중 <br>Link: <a href="https://bit.ly/3Q0L0jk" target="_blank" class="ke-link">https://bit.ly/3Q0L0jk</a>  <br><br>● NXP, Inventec team up for automotive electronics ecosystem in Taiwan <br>- Automotive IC vendor NXP has announced it is teaming up with ODM Inventec to create an industry ecosystem locally in Taiwan for automotive electronics products.<br><br></p><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="갤럭시 폴드4, 충전 효율 높아질까…"30분이면 50% 충전"" data-og-description="기사내용 요약 충전 속도는 그대로…세팅 조정해 효율 높일 것으로 전망 CPU 15%, GPU 59%, NPU 68% 성능 개선 기대 플립4도 배터리 용량·충전속도 전작보다 개선될 듯 [서울=뉴시스]윤현성 기자 = 삼" data-og-host="n.news.naver.com" data-og-source-url="https://bit.ly/3zvD0Qi" data-og-url="https://n.news.naver.com/mnews/article/003/0011345130?sid=105" data-og-image="https://scrap.kakaocdn.net/dn/bcdAtU/hyPjjQDlZZ/SQEJ6OQ5t200IQMUwNeeUK/img.jpg?width=720&height=276&face=0_0_720_276,https://scrap.kakaocdn.net/dn/btLC9N/hyPkFExWHw/Lahh5pxGojp8nfijv7vDV0/img.jpg?width=720&height=276&face=0_0_720_276"><a href="https://bit.ly/3zvD0Qi" target="_blank" data-source-url="https://bit.ly/3zvD0Qi"><div class="og-image" style="background-image:url(https://scrap.kakaocdn.net/dn/bcdAtU/hyPjjQDlZZ/SQEJ6OQ5t200IQMUwNeeUK/img.jpg?width=720&height=276&face=0_0_720_276,https://scrap.kakaocdn.net/dn/btLC9N/hyPkFExWHw/Lahh5pxGojp8nfijv7vDV0/img.jpg?width=720&height=276&face=0_0_720_276)"></div><div class="og-text"><p class="og-title">갤럭시 폴드4, 충전 효율 높아질까…"30분이면 50% 충전"</p><p class="og-desc">기사내용 요약 충전 속도는 그대로…세팅 조정해 효율 높일 것으로 전망 CPU 15%, GPU 59%, NPU 68% 성능 개선 기대 플립4도 배터리 용량·충전속도 전작보다 개선될 듯 [서울=뉴시스]윤현성 기자 = 삼</p><p class="og-host">n.news.naver.com</p></div></a></div><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="China reportedly to extend EV purchase subsidies" data-og-description="China has announced that it plans to extend purchase tax exemptions for electric vehicles (EV), according to state-owned TV channel CCTV." data-og-host="www.digitimes.com" data-og-source-url="https://bit.ly/3QnCvi5" data-og-url="https://www.digitimes.com/news/a20220803VL211/china-electric-vehicle-subsidies.html&chid=10" data-og-image="https://scrap.kakaocdn.net/dn/JmYXR/hyPjmfxh0R/Qy8Sun7QhtNYOzuCZBVwIK/img.jpg?width=1280&height=853&face=0_0_1280_853,https://scrap.kakaocdn.net/dn/csEEpp/hyPkJGYeG5/Zfi4byzafZ3mWgsbEskn4K/img.jpg?width=640&height=427&face=0_0_640_427"><a href="https://bit.ly/3QnCvi5" target="_blank" data-source-url="https://bit.ly/3QnCvi5"><div class="og-image" style="background-image:url(https://scrap.kakaocdn.net/dn/JmYXR/hyPjmfxh0R/Qy8Sun7QhtNYOzuCZBVwIK/img.jpg?width=1280&height=853&face=0_0_1280_853,https://scrap.kakaocdn.net/dn/csEEpp/hyPkJGYeG5/Zfi4byzafZ3mWgsbEskn4K/img.jpg?width=640&height=427&face=0_0_640_427)"></div><div class="og-text"><p class="og-title">China reportedly to extend EV purchase subsidies</p><p class="og-desc">China has announced that it plans to extend purchase tax exemptions for electric vehicles (EV), according to state-owned TV channel CCTV.</p><p class="og-host">www.digitimes.com</p></div></a></div><p> </p><p><span data-ke-size="size14">*** 본 정보는 투자 참고용 자료로서 그 정확성이나 완전성을 보장할 수 없으며, 어떠한 경우에도 법적 책임소재에 대한 증빙자료로 사용될 수 없습니다.</span></p><div class="table-wrap"><table data-ke-type="table" data-ke-align="alignLeft" style="width: 100%; height: 75px;" border="1" data-ke-style="style13"><tbody><tr style="height: 75px;"><td style="width: 756px; height: 75px; text-align: center;"><a href="https://cafe.daum.net/stockwang/As9F/3070" target="_blank" class="ke-link"><span style="color: #ee2323;" data-ke-size="size26"><b>'돈' 잃지 마라! '돈'을 지켜라! 그리고 '돈'을 불려라!</b></span></a></td></tr></tbody></table></div><p> </p>
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