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<p>SK증권 IT부품/전기전자, 2차전지 박형우] <br><br>IT부품/전기전자 <br>- 기판 산업 (패키징기판 & MLB): <br>업황 저점 통과 임박 <br><br>▶️ 기판 산업:  <br>- 저점 감지 <br>- AI, DDR5, 어드밴스드패키지는 상대적 차별화 가능 <br><br>▶️ 일부는 1Q23이 저점, 나머지도 2Q23에 바닥을 다지는 중 <br>- 업체별 차별화 <br><br>▶️ 기판에 대한 애널리스트 의견: 저점 확인 <br>① ‘반등 강도’ 보다 중요한 ‘바닥의 시점’ <br>② 2분기 기업별 실적 차별화  <br>③ AI, DDR5, 어드밴스드패키지 관련주 수혜 유력 <br>④ 기판의 코로나 시기 증설은 FCBGA에만 집중 <br>⑤ 미중분쟁 반사수혜: MLB 등 메인보드 <br><br>* 보고서 원문:  <br><a href="https://www.sks.co.kr/data1/research/qna_file/20230525072019438_0_ko.pdf" target="_blank" class="ke-link">https://www.sks.co.kr/data1/research/qna_file/20230525072019438_0_ko.pdf</a></p><p> </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/9aeefb435d54356c59f1cb9685d8e1649ec00485" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/9aeefb435d54356c59f1cb9685d8e1649ec00485" data-origin-width="535" data-origin-height="606"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/8ea604fc1ac8dd6e1d204295673d413dfdb23a66" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/8ea604fc1ac8dd6e1d204295673d413dfdb23a66" data-origin-width="536" data-origin-height="568"></div>
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기판 산업 (패키징기판 & MLB) : 업황 저점 통과 임박
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23.05.25 08:22
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