上海交通大学硕士学位论文飞索半导体公司发展战略研究姓名：李裕浩申请学位级别：硕士专业：工商管理指导教师：宣国良20090111
량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 햪튪 냫떼쳥듦뒢웷쫇튻훖퓚뗧ퟓ닺욷훐듦뒢쫽뻝뗄훘튪풪웷볾ꆣ량쯷냫떼쳥릫쮾쫇쒿잰ퟮ듳뗄NOR직듦듦뒢웷릩펦짌ꎬ떫릫쮾솬탸쯄쓪퓋펪뿷쯰ꆣ놾컄틔룃릫쮾캪샽ꎬ퓚ퟷ헟뿉틔믱좡뗄탅쾢랶캧쓚ꎬ퓋폃MBA톧쾰웚볤톧떽뗄햽싔맜샭횪쪶쳥쾵ꎬ퇐뺿훆뚨릫쮾닣랢햹햽싔ꆣ뿉캪쿖폐햽싔뗄뗷헻쳡릩닎뾼ꎬ늢캪랢햹훐뗄훐맺냫떼쳥웳튵쳡릩뷨본ꎬ돤럖죏쪶탐튵쓚뺺헹뛔웳튵랢햹뗄펰쿬ꎬ벰퓧붨솢돖뻃뺺헹폅쫆ꆣ놾컄럖냋헂ꆣ 뗚튻헂뷩짜쇋놾뿎쳢뗄놳뺰뫍틢틥ꎬ틔벰퇐뺿랽램ꆢ싛컄뿲볜ꆣ 뗚뛾헂훷튪뷩짜냫떼쳥닺욷럖샠ꆢ쫐뎡맦쒣ꆣ량쯷릫쮾뗄랢햹샺쪷ꎬ벰훷튪뺺헹뛔쫖뫣틤냫떼쳥릫쮾뫍죽탇뗧ퟓ릫쮾뗄튵컱ힴ뿶ꆣ 뗚죽헂뫍뗚쯄헂럖뇰웊컶량쯷릫쮾쯹뒦뗄췢늿뮷뺳뫍웳튵뗄쓚늿뮷뺳ꆣ폃PEST랽램럖컶ꎬ냫떼쳥듦뒢탐튵쫇튻룶쫐뎡ퟜ탨쟳돖탸퓶뎤뗄탐튵ꎻ듓닺욷뗄쳘훊살뾴ꎬ쫇볛룱떯탔킡뗄닺욷ꎬ탐튵뒦폚퓧웚돉쫬뷗뛎ꎻ쒿잰닺욷뗄춨폃탔럇뎣쏷쿔ꎬ뺺헹벤쇒떼훂짺닺냫떼쳥듦뒢웷뗄웳튵믱샻삧쓑ꆣ춨맽뚨솿움맀ꎬ량쯷릫쮾뒦폚튻룶뇈뷏폐샻뗄췢늿뮷뺳훐ꆣ퓚웳튵쓚늿뮷뺳랽쏦ꎬ웊컶쇋릫쮾쫇NOR직듦뗄ퟮ듳릩펦짌ꎬ뻟폐돉놾쇬쿈뗄샻벼쫵ꆢ퓙붨탂뺧풲뎧폅쫆닺뫍짺닺벼쫵쓜솦ꆣ쏨쫶쇋릫쮾튵컱ힴ뿶ꆢ짌튵쒣쪽뫍뇈뷏죵뗄닆컱ힴ뿶ꎬ틔 I
벰훘튪뗄쫕릺뫍춶믮뚯ꆣ 뗚컥헂뷩짜량쯷릫쮾탐튵뺺헹ꆢ볛횵쾵춳뫍웳튵볛횵솴뮷뷚ꆣ춨맽탐튵뺺헹컥솦럖컶ꎬ랢쿖랢햹햽싔삧뺳퓚폚탐튵쓚뺺헹뫍맋뿍틩볛쓜솦떼훂믱샻쓜솦뷏뗍ꆣ좻뫳듓볛횵쾵춳럖컶싲랽볛횵ꎬ퓚폚냯훺쿂폎뿍뮧쪵쿖닺욷뒴탂ꆣ듓릫쮾볛횵솴럖컶뒴퓬볛횵뗄훷튪뮷뷚ꎬ춨맽췢냼짺닺ꎬ볓잿퇐랢짨볆뫍쿺쫛럾컱뮷뷚쫊뫏량쯷릫쮾랢햹뗄톡퓱ꆣ 뗚쇹헂닻쫶량쯷냫떼쳥랢햹햽싔뗄훆뚨맽돌ꆣ샻폃햽싔뗘캻폫탐뚯뻘헳럖컶쒿잰쫊뫏닉폃럀폹햽싔ꆣ폃SWOT뗄랽램살럖컶릫쮾쓚췢뮷뺳ꎬ쳡돶릫쮾붫뒴퓬샻죳뗄뮷뷚듓짺닺훆퓬틆떽퇐랢짨볆뫍쿺쫛럾컱ꎬ볓잿췢냼맜샭살놣횤짺닺뺭펪ꆣ붨틩닮틬뮯뺺헹햽싔뫍쿠맘뛠풪뮯뺭펪햽싔ꆣ뻟쳥룸돶쇋낲좫쫽뻝펦폃ꆢ뮥솪췸뗧쓔펦폃뗄닮틬뮯튵컱햽싔뫍뷸죫NAND직듦뫍IP탭뿉튵컱뗄쿠맘뛠풪뮯튵컱햽싔ꆣ 뗚웟헂뛔좷뚨뗄릫쮾랢햹햽싔쪵쪩ퟷ쇋싛쫶ꆣ냼삨쪶뇰쪵쪩탨튪뗄풴뫍ퟩ횯쓜솦ꎬ죧뫎붨솢ꆢ맜샭ퟩ횯ꆣ뛔햽싔쪵쪩움맀뫍뗷헻붨틩닉폃랴삡뿘훆쒣탍ꎬ뷩짜쇋룷쒣뿩뗄닙ퟷ랽램ꎬ늢쳘뇰뛔볛횵움맀뷩짜쇋욽뫢볇럖램뗄뿲볜ꆣ 뗚냋헂ퟜ뷡놾컄뗄훷튪뷡싛ꎬ쳡돶쇋컄헂뗄뻖쿞탔ꎬ늢뷩짜뇊헟캴살붫뛔놾컄퇓탸뗄퇐뺿뿎쳢ꆣ 맘볼듊ꎺ냫떼쳥듦뒢웷ꆢ랢햹햽싔ꆢ볛횵솴ꆢ닮틬뮯햽싔 II
THE RESEARCH ON DEVELOPMENT STRATEGY OF SPANSION INC ABSTRACT Semiconductor memory is important component for data storage in electronic products. Spansion Inc is the largest NOR Flash provider so far, but it had record continuous 4 years operation loss. The paper takes Spansion as a case, and bases on company information acquired, researches its development strategy by utilizing strategy management theory got from auther’s MBA courses. The paper could be a reference for Spansion’s future strategy adjustment, as well as some value for developing Chinese local semiconductor companies. They should learn industry competition has deeply influence on their future, and build their permanent competitive edge as soon as possible. The paper is consisted of eight chapters. Chapter one is tiled the project’s background and value. Meanwhile research tools and paper frame are been listed. Chapter two gives a brief on industry history, product class and market size. Spansion is joint venture of Advanced Micro Devices and Fujistu originally. Spansion’s major competitors are Numonyx Inc and Samsung electronic Inc, whose businesses are introduced. III
Chapter three and four are tiled the Spansion’s extern environment and internal situation respectively. From Political, Economical Social and Technological angle of view, semiconductor memory industry demand grows continuous. Told by product characters, it is low price elasticity of demand. The industry is early matured. Since the product is commodity, the competition is hot and industry profitability is poor. Under quantitive validation, environment is still positive. On Spansion’s internal situation, Spansion is the largest NOR Flash provider, who owned cost leading edge patent, on hand productivity and an advance wafer process line building. The paper gives an overview on Spansion business status, business model and weak finance, in addition recent acquirement and investment. Chapter five is titled industry competition, value system and company value chain. By industry competition five forces analysis, it is concluded that customers’ bargaining power and industry competitive rivalry result in poor overall industry profitability. Then search buyer value in the value system. Spansion can deliver added value by helping its customer realize innovation. By organization value chain analysis, mostly valuable activities are found. Wafer process outsourcing, strong R&D and sale are good option for Spansion. Chapter six is titled Spansion’s development strategy definition. The Strategic Position and Action Evaluation (SPACE) matrix analysis raise defensive competition strategy. By SWOT matrix analysis and combined IV
with value chain concept, the paper comment change value added activity from wafer process to R&D and service. It is an approach to improve outsourcing management for production insurance. According to above, differentiation competition strategy and related diversified operation strategy are defined as Spansion’s development strategy. In detail, security data application and Internet data center application are the first step to differentiation. Entering NAND Flash market and IP license business should be done for related diversified operation. Chapter seven is titled solution on how to carry out the strategy. Firstly, resource for target achievement and organization ability should be identified, then build up and manage them. Feedback control model is introduced for strategy evaluation and adjustment. The paper shows effective ways in every model block. Particularly, a Balance Scorecard method is demonstrated for strategy value evaluation. Chapter eight is titled conclusions. Eight hints on development stratege, weakness and subject to be study have been listed. KEY WORDS: Semiconductor Memory, Development Strategy, Value Chain, Differentiation Competition Strategy V
짏몣붻춨듳톧 톧캻싛컄풭뒴탔짹쏷 놾죋횣훘짹쏷ꎺ쯹돊붻뗄톧캻싛컄ꎬ쫇놾죋퓚떼쪦뗄횸떼쿂ꎬ뛀솢뷸탐퇐뺿릤ퟷ쯹좡뗃뗄돉맻ꆣ돽컄훐틑뺭힢쏷틽폃뗄쓚죝췢ꎬ놾싛컄늻냼몬죎뫎웤쯻룶죋믲벯쳥틑뺭랢뇭믲킴맽뗄ퟷ욷돉맻ꆣ뛔놾컄뗄퇐뺿ퟶ돶훘튪릱쿗뗄룶죋뫍벯쳥ꎬ뻹틑퓚컄훐틔쏷좷랽쪽뇪쏷ꆣ놾죋췪좫틢쪶떽놾짹쏷뗄램싉뷡맻평놾죋돐떣ꆣ 톧캻싛컄ퟷ헟잩쏻ꎺ샮풣뫆 죕웚ꎺ2008쓪 11 퓂 17 죕
짏몣붻춨듳톧 톧캻싛컄냦좨쪹폃쫚좨쫩 놾톧캻싛컄ퟷ헟췪좫쇋뷢톧킣폐맘놣쇴ꆢ쪹폃톧캻싛컄뗄맦뚨ꎬ춬틢톧킣놣쇴늢쿲맺볒폐맘늿쏅믲믺릹쯍붻싛컄뗄뢴펡볾뫍뗧ퟓ냦ꎬ퓊탭싛컄놻닩퓄뫍뷨퓄ꆣ놾죋쫚좨짏몣붻춨듳톧뿉틔붫놾톧캻싛컄뗄좫늿믲늿럖쓚죝뇠죫폐맘쫽뻝뿢뷸탐볬쯷ꎬ뿉틔닉폃펰펡ꆢ쯵펡믲즨쏨뗈뢴훆쫖뛎놣듦뫍믣뇠놾톧캻싛컄ꆣ 놾톧캻싛컄쫴폚ꎺ 놣쏜 ꇵꎬ퓚 쓪뷢쏜뫳쫊폃놾쫚좨쫩ꆣ 늻놣쏜 ꇵꆣ ꎨ쟫퓚틔짏랽뿲쓚듲ꆰꇌꆱꎩ 톧캻싛컄ퟷ헟잩쏻ꎺ샮풣뫆 횸떼뷌쪦잩쏻ꎺ탻맺솼 죕웚ꎺ2008쓪 11퓂 17죕 죕웚ꎺ2008쓪 11퓂 17죕
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚튻헂 탷싛 뿎쳢뗄놳뺰뫍틢틥 량쯷냫떼쳥릫쮾듳뛸늻잿뗄쿖ힴ쫇헢룶뿎쳢뗄횱뷓돶랢뗣ꆣ 릫쮾쫇쏅듓쫂직듦뾪랢ꆢ짺닺뫍펪쿺뗄룟뿆벼뿧맺웳튵ꎬퟜ늿캻폚쏀맺뗄맨마ꎬ2005ꆢ2006ꆢ2007쓪펪튵쫕죫럖뇰캪20틚ꆢ틚ꆢ25틚쏀풪ꎬ쒿잰쫇좫쟲ퟮ듳뗄NOR탍직듦릩펦짌ꆣ쫐뎡햼폐싊랽쏦뒦폚쇬쿈뗘캻ꆣ2003쓪평AMD뫍뢻쪿춨헻뫏룷ퟔ뗄직듦튵컱뫏늢돉솢ꎬ2005쓪12퓂량쯷냫떼쳥릫쮾췪돉럖닰늢퓚쓉쮹듯뿋돉릦짏쫐ꎬ쎿막12쏀풪랢탐47,264,000웕춨막ꆣ릫쮾뗄닺욷쿺쫛쎫샻죳싊퓚18%ퟳ폒ꎬ떫릫쮾틑뺭슼뗃솬탸4쓪퓋펪뿷쯰ꆣ막욱볛룱튲듓2006쓪4퓂ퟮ룟뗃쏀풪뗸훁킴듋싛컄쪱뫲뗄늻ퟣ1쏀풪ꆣ릫쮾뗄룷샻틦쿠맘헟돐쫜ퟅ뻞듳뗄톹솦ꎬ뛸쟒듓쒿잰뗄뮷뺳ힴ뿶캴뾴떽쳘뇰뗄뇤벣쿳ꆣ 캪랢햹훐뗄훐맺냫떼쳥웳튵쳡릩맺볊춬탐뗄랢햹햽싔쿠맘탅쾢튲쫇놾뿎쳢뗄돶랢뗣ꆣ 냫떼쳥닺튵쫇뗧ퟓ탅쾢닺튵믹뒡ꎬ캪뗧ퟓ탅쾢닺욷쳡릩쇋훘튪뗄ퟩ돉늿볾ꆣ2007쓪좫쟲룷맺GDPퟜ뫍캪췲틚쏀풪ꎬ냫떼쳥닺튵뗄닺횵풼캪2689틚쏀풪ꎬ햼%ꆣ훐맺맺쓚짺닺ퟜ횵246619틚풪ꎬ냫떼쳥닺튵뗄닺횵풼캪1251틚죋쏱뇒ꎬ햼%ꆣ뷶폫쫀뷧욽뻹쮮욽믹놾쿠떱ꎬ폫훐맺뗄뺭볃뷡릹쿠떱췑뷚ꆣ2007쓪훐맺ퟮ듳뗄냫떼쳥짨볆쿺쫛웳튵훐맺뮪듳벯돉뗧슷짨볆벯췅폐쿞릫쮾쿺쫛뛮캪틚풪죋쏱뇒ꎬ늻ퟣ쫀뷧ퟮ듳뗄냫떼쳥릫쮾펢쳘뛻383틚쏀풪쿺쫛뛮뗄%ꆣ2008쓪1퓂12죕퓚짮?헙뾪뗄ꆰ쫗뷬훐맺뗧ퟓ훆돌벼쫵뒴탂룟럥싛첳ꆱꎬ쫇평떱쪱뗄맺볒탅쾢닺튵늿뗈늿캯훷냬ꎬ횼퓚좫쏦쳡짽훐맺뗧ퟓ탅쾢닺튵뗄뫋탄뺺헹솦ꆣ탅쾢닺튵늿뺭볃쳥훆룄룯폫뺭볃퓋탐쮾뢱쮾뎤췵뇼뿆믡짏뷩짜떽ꎬ훐맺뗧ퟓ탅쾢닺튵2007쓪쿺쫛쫕죫췲틚풪ꎬ뇈짏쓪퓶뎤쇋18ꎥꆣ떫퓚맘볼쇬폲헆컕뗄뫋탄벼쫵뫍ퟔ훷횪쪶닺좨럇뎣짙ꎬ탐튵뺭볃킧틦뇈뷏뗍ꎬ쿺쫛샻죳싊횻폐ꎥꎬ풶뗍폚웤쯻맺볒폐맘탐튵뗄쮮욽ꆣ뿉볻ꎬ훐맺냫떼쳥닺튵늻떫늻듳뛸쟒늻잿ꆣ틲듋ꎬ훐맺냫떼쳥웳튵쿲쫀뷧벶웳튵톧쾰잰뎵횮본쫇뿉좡횮뗀ꎬ튲웈쟐탨튪쇋뷢잰퇘웳튵뗄랢햹햽싔ꆣ 춨맽놾뿎쳢뗄퇐뺿ꎬ캪량쯷냫떼쳥릫쮾뺭펪뻶닟닣뗷헻ꆢ쪵쪩릫쮾랢햹햽싔쳡릩닎뾼ꆣퟷ헟틔짏몣붻춨듳톧MBA톧쾰웚볤뗄뗄횪쪶쳥쾵ퟷ캪릤뻟ꎬ뇈뷏듖닚뗄탅쾢살풴폐훺폚냚췑뺭펪삧뺳쾸뷚뗄뢿ꎬ틔튻룶폐틬폚쒿잰쪵볊뺭펪맜샭헟뗄쫓뷇ꎬퟐ쾸짳쫓웳튵쯹뒦뗄쓚췢뮷뺳ꎬ헒돶떼훂쒿잰뺭펪ힴ뿶뗄뿉쓜풭틲ꎬ늢퓚볛횵쾵춳훐톰쟳웳튵뒴퓬뫍믱뗃볛횵뗄춾뺶ꆣ퓚늻훘탂훆뚨웳튵풸뺰뗄뿲볜쓚ꎬ훆뚨튻룶훐뎤웚뗄랢햹햽싔ꎬ늢룸돶릫쮾닣닮틬뮯햽 1
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 싔뗄튻룶튵컱닣햽싔ꆣ 춬쪱ꎬ벽췻뛔놾뿎쳢뗄퇐뺿ꎬ뛔헽퓚웚췻ퟶ듳뗄훐맺냫떼쳥웳튵폐뫜뫃뗄뷨본ퟷ폃ꎬ훐맺냫떼쳥웳튵펦룃벰퓧붨솢돖뻃뺺헹폅쫆뗄햽싔틢쪶ꆣ량쯷냫떼쳥릫쮾쯹퓚냫떼쳥듦뒢탐튵ꎬ쫐뎡죝솿뎬맽500틚쏀풪ꎬ늢쟒닺욷뗄볛룱떯탔킡ꎬ뫪맛뮷뺳탨쟳돖탸퓶뎤ꎬ쳬쪱늻뿉캽늻샻ꆣ늢쟒릫쮾뗄쫐뎡햽폐싊뷚뷚엊짽ꎬ떫평폚탐튵쓚뗄뺺헹떼훂릫쮾뺭펪죕붥캬볨ꆣ틔훂벸뫵좫탐튵뚼뺭펪뿷쯰ꆣ틲듋훐맺냫떼쳥웳튵퓚훆뚨랢햹햽싔쪱뫲튪벰퓧맘힢탐튵쓚뗄뺺헹ꎬ붨솢돖뻃뗄뺺헹폅쫆ꎬ닅쓜쪵쿖ퟶ듳ퟶ잿뗄랢햹쒿뇪ꆣ 퇐뺿뗄랽램뫍뿲볜 놾컄듓릫쮾솬탸쯄쓪뺭펪뿷쯰ퟷ캪컊쳢뗄쟐죫뗣ꆣ쳡돶량쯷냫떼쳥릫쮾뗄랢햹햽싔컊쳢ꆣ춨맽럖컶탐튵뗄닺욷뗄쳘탔ꆢPEST뫪맛뮷뺳럖컶뾼달췢늿뮷뺳첬쫆ꎬ퓙럖컶릫쮾쓚늿뗄풴뫍쓜솦ꎬ듖싔뷩짜쇋릫쮾틔짺닺뮷뷚ퟷ캪훷튪볛횵뒴퓬뮷뷚ꆣ좻뫳춨맽탐튵뺺헹컥솦럖컶돶쒿잰뗄삧뺳룹풴폚탐튵쓚뗄뺺헹ꆣ 춨맽웳튵쯹퓚볛횵쾵춳럖컶랢쿖웳튵뒴퓬볛횵뗄ퟅ퇛뗣퓚폚캪쿂폎웳튵닺욷뒴탂쳡릩횧돖ꆣ듓웳튵볛횵솴뷇뛈뾴ꎬ붫퇐랢ꆢ쿺쫛럾컱ퟷ캪웳튵뒴퓬볛횵뗄뮷뷚쫊뫏웳튵닆컱ힴ뿶ꎬ늢쓜놣돖돖뻃뗄뺺헹폅쫆ꆣ 퓚움맀췪컊쳢풭틲뫍뿉쓜뷢뻶컊쳢뗄랽쿲뫳ꎬ돤럖죏쪶쒿잰닆컱짏뗄쇓쫆ꎬ춨맽SPACE랽램ꆢSWOTꆢKSF럖컶랽램ꆢ틔늩?뗄맛뗣맛닢뺺헹뛔쫖뗄햽싔ꎬ뗃떽릫쮾쫊뫏닉좡랢믓뎤뒦ꎬ믘뇜췾킲뗄햽싔ꆣ좷뚨랢햹햽싔쒿뇪캪붨솢틔퇐랢ꆢ쿺쫛럾컱ꆢ췢냼맜샭캪뫋탄뺺헹솦뗄돖뻃뺺헹폅쫆ꎬ틔닮틬뮯뺺헹햽싔ꆢ쿠맘뛠풪뮯뗄튵컱닣햽싔쪵쿖릫쮾퓸햽싔ꆣ늢훆뚨쇋럻뫏SMART풭퓲뗄뛌웚쒿뇪ꆣ틔볛횵쟺쿟ퟷ캪릤뻟ꎬ럖컶붫쿖폐닺욷펦폃떽뮥솪췸쇬폲ꆣ솢ퟣ쿖폐튵컱ꎬ쪵쿖튵컱뗄삩헅ꆣ 퓚랢햹햽싔좷뚨뫳ꎬ놾컄럖컶탂랢햹햽싔탨튪웳튵뗄풴뫍쓜솦ꎬ듓죋솦풴ꆢퟩ횯뷡릹ꆢ닆컱풤쯣ꆢ웳튵컄뮯뗈랽쏦쪶뇰탂햽싔뗄탨쟳ꆣ틔랴삡뿘훆쾵춳뗄랽램살횸떼웳튵랢햹햽싔뗄쪵쪩뫍뗷헻ꆣ늢쳡돶틔욽뫢볆럖뗄랽램살ퟛ뫏움볛햽싔쪵쪩뗄듸살뇤뮯뗄웳튵볛횵ꎬ틔닆컱쫖뛎ꆢ쇷돌짨볆ꆢ벤샸듫쪩뗈랽쏦ퟷ캪뿘훆쫖뛎ꆣ 췪돉훷튪퇐뺿쓚죝뫳ꎬퟜ뷡퇐뺿맽돌뷡싛ꎬ춨맽쳡돶쒿잰죏쪶떽뗄뻖쿞ꎬ쾣췻컄헂쓜웰떽돐잰웴뫳뗄ퟷ폃ꎬ쪹컄헂헦헽뻟폐쪵볹쪵볹틢틥ꆣ 퓚펦폃잰쫶퇐뺿랽램뗄맽돌ꎬ놾컄ퟱ톭죧춼1뗄싟벭뷡릹살ퟩ횯좫컄ꆣ 2
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺ뇊헟ퟔ뇠 웳튵랢햹컊쳢 웳튵뗄췢늿뮷뺳첬쫆 웳튵쓚늿풴뫍쓜솦 닩헒랢햹삧뺳 뗄풭틲ꎭ5P 웳튵뗄볛횵쾵춳웳튵뗄볛횵솴 SPACE럖컶SWOT럖컶KFS럖컶 뛔쫖햽싔볠닢 훆뚨ST햽싔ꎬ쪵탐닮틬뮯뺺헹햽싔ꎬ쿠맘뛠풪뮯뺭펪햽싔 쪶뇰ꆢ붨솢쪵쪩햽싔쯹탨풴뫍쓜솦랴삡뿘훆쾵춳ꎬ쪵쪩뫍뗷헻햽싔욽뫢볆럖움맀ꆢ뿉톡뿘훆듫쪩싛컄ퟜ뷡벰캴뺺릤ퟷ 춼?†싛컄퇐뺿뿲볜춼?䙉䝕剅ㄠ⁐慰敲?剥獥慲捨F?rame? 3
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚뛾헂 량쯷냫떼쳥릫쮾쯹퓚탐튵룅튪 냫떼쳥듦뒢웷탐튵놳뺰 z 냫떼쳥닺튵랢햹볲쪷 1833쓪ꎬ펢맺컯샭톧볒싵뿋뛻ꆤ램삭뗚(Michael Faraday)퓚퇐뺿쇲뮯틸뺧쳥뗄떼뗧탔쪱ꎬ랢쿖쇋쇲뮯틸뺧쳥뗄뗧떼싊쯦컂뛈짽룟뛸퓶볓헢튻ꆰ쳘뇰뗄쿖쿳ꆱꆣ헢튻쳘헷헽뫃폫춭뫍웤쯻뷰쫴뗄쟩뿶쿠랴ꆣ싵뿋뛻ꆤ램삭뗚(Michael Faraday)뗄헢튻랢쿖쪹죋쏇뛔냫떼쳥킧펦뾪쪼폐쇋죏쪶ꆣ1874쓪ꎬ뗂맺컯샭톧볒럑뗏쓏ꆤ늼샍뛷(Ferdinand Braun)퓚퇐뺿뺧쳥뫍뗧뷢튺뗄떼뗧탔훊쪱랢쿖뗧쇷뷶쓜떥랽쿲춨맽뷰쫴첽춷뫍랽잦뺧쳥뗄뷓뒥뗣ꆣ럑뗏쓏ꆤ늼샍뛷(Ferdinand Braun)볇슼뫍쏨쫶쇋헢튻냫떼쳥뛾벫맜뗄ꆰ뒥뗣쪽헻쇷킧펦ꆱꆣ믹폚헢룶랢쿖ꎬ펡뛈볓뛻룷듰듳톧ퟜ춳톧풺컯샭톧뷌쫚늩쮹뻴쪿(Jagadis Chandra Bose)쳡돶쇋냑ꆰ냫떼쳥뺧쳥헻쇷웷ꆱ폃ퟷ첽닢컞쿟뗧늨뗄펦폃ꎬ늢퓚1901쓪짪쟫쇋샻ꆣ퓚틔뫳뗄벸쪮쓪훐ꎬ죋쏇튻횱뎢쫔ퟅ좥훆ퟷ헢퇹뗄웷볾ꆣ냫떼쳥컯샭쿖쿳뗄랢쿖ꎬ벤랢쇋죋쏇뛔웤샭싛짏뗄퇐뺿ꆣ 1945쓪돵ꎬ췾솮ꆤ키뿋샻(WilliamShockley)퓚쏀맺놴뛻쪵퇩쫒ퟩ횯쇋튻룶만첬컯샭퇐뺿ퟩꆣ헢룶퇐뺿ퟩ돽쇋듓쫂웤쯻퇐뺿횮췢ꎬ뮹뾪햹쫔춼폃냫떼쳥쳦뮻늻첫볡만뗄헦뿕맜뫍펦폃폚놴뛻뗧뮰쾵춳훐뗄믺뗧뾪맘뗄퇐뺿ꆣ1947쓪12퓂16죕ꎬ쯻쏇뗄퇐뺿떼훂쇋뗚튻룶냫떼쳥럅듳웷뗄돉릦ꆣ샺쪷짏뗚튻룶뺧쳥맜떮짺폚쏀맺탂퓳컷훝뗄놴뛻쪵퇩쫒(Bell Laboratories)ꆣ 1958떱뗧ퟓ짨놸뇤뗃뢴퓓쪱ꎬ죋쏇뾪쪼톰헒쿠뛔볲떥뗄랽램냑돉잧짏췲뗄뺧쳥맜ꆢ뗧ퟨꆢ뗧죝뗈솬뷓웰살ꆣ1952떽1957쓪웚볤ꎬ펢맺ꆢ죕놾뫍쏀맺뗄뿆톧볒쏇뚼퓚ퟶ늻춬뗄뎢쫔ꆣ뗂훝틇웷폚1959쓪3퓂탻늼쇋ꆰ만첬뗧슷ꆱ뗄룅쓮ꎬ폃쾸뗄뷰쿟쟸폲짏뗄뺧쳥맜ꆢ뗧죝웷뫍뗧ퟨ웷ꆣ늢폚1960쓪3퓂뷩짜쇋웤뗚튻엺짌폃웷볾ꆣ떫량헗냫떼쳥뗄뫏ퟷ뒴솢헟싞늮쳘ꆤ 억틁쮼(Robert Noyce)릹쮼쇋훆ퟷ떥욬벯돉뗧슷뗄쿫램ꆣ춨맽퓚놣뮤탔퇵뮯닣짏헴뛆싁뷰쫴쿟붫럖즢퓚맨쏦짏뗄뗧벫ꆢ뺧쳥맜ꆢ뗧ퟨ웷뫍뗧죝웷뮥쿠솬뷓웰살ꆣ헢퇹ꎬ죋쏇뇣뿉퓚떥맨욬짏훆퓬췪헻뗄뗧슷ꆣ폃ꆰ헴뛆싁뷰쫴쿟ꆱ살좡듺ꆰ쾸뗄뷰솬쿟ꆱ캪뷜뿋ꆤ 믹뛻뇈(Jack Kilby)뗄만첬뗧슷쳡릩쇋튻룶쪵폃뗄랽램ꆣ싞늮쳘ꆤ 억틁쮼(Robert Noyce)퓚1959쓪짪쟫쇋뿉틔듳맦쒣짺닺뗄떥욬벯돉뗧슷뷡릹뗄샻ꆣ쯦뫳ꎬ량헗냫떼쳥뗄뒴솢헟횮튻뷜틁(Jay Last)룹뻝믴뛻쓡욽쏦릤틕뫍억틁쮼떥욬벯돉뗧슷뷡릹뗄랽램ꎬ퓚1960쓪돉릦퇐랢쇋뗚튻뿩짌폃벯돉뗧슷ꆣ 4
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 벯돉뗧슷뗄랢쏷캪쫀뷧냫떼쳥닺튵뗄랢햹뗬뚨쇋믹뒡ꆣ냫떼쳥벼쫵뗄랢햹벫듳뗘쳡짽쇋샍뚯짺닺솦ꎬ듙뷸쇋쫀뷧뺭볃뗄랢햹ꎬ룄짆쇋죋쏇뗄짺믮쮮욽ꆣ쏀맺냫떼쳥킭믡(SIA)ퟜ닃쟇훎ꆤ쮹뾨샻쮼(George Scalise)퓸뺭쮵맽ꎺꆰ60쓪잰뺧쳥맜뗄랢쏷캪헢룶늻뛏랢햹뗄쫀뷧듸살쇋뻞듳뗄뇤룯ꎬ헢튻샺쪷탔뗄샯돌놮쪽뗄랢쏷ꎬ틢틥늻죝킡ꆣ뺧쳥맜쫇컞쫽뗧ퟓ닺욷뗄맘볼ퟩ돉늿럖ꎬ뛸헢킩뗧ퟓ닺욷벸뫵뛔죋샠짺믮뗄룷룶랽쏦뚼듸살쇋룯쏼탔뗄뇤뮯ꆣ2007쓪ꎬ좫쫀뷧뗄캢뗧ퟓ탐튵캪뗘쟲짏쎿튻룶쓐죋ꆢ얮죋뫍킡몢룷짺닺돶9틚룶뺧쳥맜ꆪퟜ볆듯6,000,000,000,000,000,000(쇹냙틚틚)룶, 닺튵쿺쫛뛮뎬맽2570틚쏀풪ꆱꆣ냫떼쳥닺욷퓚뗧탅탐튵ꆢ볆쯣믺탐튵ꆢ릤튵ꆢ헾뢮벰뻼쫂ꆢ웻뎵탐튵ꆢ쿻럑헟탐튵ꎬ컞뒦늻퓚ꆣ 뇭?†㈰〸쓪뒺벾坓呓좫쟲냫떼쳥쫐뎡풤닢 呡扬攱†??呓’猠䝬潢慬⁓敭散潮摵捴潲⁍慲步琠䙯牣慳琠楮′〰㠠印物湧?Amounts in US$M Year on Year Growth in %Spring 2008 2007 2008 2009 2010 2007 2008 2009 2010Discrete Semiconductors 16,809 17,76118,25419, 15,901 17,55119,07921, 5,126 5,0665,4305, Circuits 217,810 227,317240,476261, 36,453 37,14038,91442, 56,211 59,24163,43968, 67,292 76,28578,17883, 57,854 54,65159,94668, Products - $M 255,645 267,696283,239308, 컄쿗살풴ꎺWorld Semiconductor Trade Statistics News Release 뇭1햹쪾쇋좫쟲냫떼쳥탐튵럖샠뒴퓬뗄볛횵ꆣ뿉틔뾴돶냫떼쳥탐튵퓚쫀뷧뺭볃훐햼뻝쇋훘튪뗄뗘캻ꎬ캪좫죋샠뗄탒뢣뿬샖짺믮ퟷ돶뻞듳릱쿗ꆣ z 냫떼쳥듦뒢웷럖샠 튻룶쿖듺벯돉뗧슷닺욷튻냣놻럖캪뒦샭웷ꆢ듦뒢웷ꆢ쒣쓢릦쓜벯돉뗧슷뫍싟벭뗧슷ꆣ뒦샭웷뛔쾵춳뗄탅쾢ퟶ돶ퟔ뚯뮯뗄랴펦ꎻ듦뒢웷쫇폃살볇슼쾵춳릤ퟷ훐뗄쫽뻝ꎬ냼삨쾵춳뗄돌탲ꎬ뒦샭웷룹뻝쾵춳풤쿈짨훃뗄뒦샭랽램ꎬ뛔탅쾢뷸탐뒦샭ꎻ쒣쓢릦쓜벯돉뗧슷쫇뗧ퟓ쾵춳뫍헦쪵쫀뷧뗄뷓뿚ꎬ춨맽헢킩쟾뗀ퟮ훕쪵쿖쾵춳뗄릦쓜ꎬ냼삨룸쾵춳쳡릩릤ퟷ뗄쓜풴ꆢ쫕벯췢늿탅쾢쫤죫ꆢ쪩볓뛔췢뷧뗄펰쿬뗈뗈ꎻ싟벭뗧슷퓲쫇잰쏦죽늿럖벯돉뗧슷횮볤뗄솬뷓웷볾ꆣ죧맻폃죋쳥살뇈폷뗄뮰ꎬ뒦샭웷쫇죋뗄쮼캬쓜솦ꆢ듦뒢웷쫇죋뗄볇틤쓜솦ꆢ웤쯻쒣쓢릦쓜벯돉뗧슷퓲쫇컥맙폫췢뷧솪뷓뗄웷맙ꎬ싟벭뗧슷퓲쫇솪쾵죋헻쳥뗄맇벡죢뗈뗈ꆣ죧맻쎻폐듦뒢웷ꎬ쾵춳붫컞램놣쇴릤ퟷ쫽뻝뛸춣횹ꎬ튲컞램볇틤쾵춳짨볆헟뗄풭쿈짨볆탐캪랽쪽살췪돉릦쓜ꆣ쯦ퟅ뗧ퟓ쾵춳뗄랢햹ꎬ죭볾뫍쫽뻝퓚쪵쿖릦쓜훐뗄뗘캻풽살풽룟ꎬ뛸쟒쯦ퟅ뗧ퟓ쾵춳릦쓜뗄퓶잿ꎬ죭볾뫍쫽뻝뢴퓓뛈튲퓚퓶볓ꎬ탨튪풽살풽뛠뗄듦뒢뿕볤ꆣ 5
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 듦뒢웷퓚펦폃짏뗄훷튪쳘헷쫇 z 럇틗쪧탔(Non-Volatile) 벴듦뒢뗄쫽뻝퓚훘탂웴뚯듦뒢웷쫇럱놣듦짏듎쫽뻝 z 쏜뛈(Density) 벴떥룶듦뒢웷뿉틔쳡릩뗄듦뒢죝솿 z 릦뫄(Power) 벴쪹폃떥룶룃듦뒢웷탨튪뗄뗧솦쿻뫄쟩뿶 z 퓚쿟뇠돌(In-system Program) 벴듦뒢웷쫇럱뿉틔퓚웕춨릤ퟷ뮷뺳쿂룄킴쓚죝 z 쯦믺뛁좡(Random Access) 벴웴뚯튻룶죎틢뗘횷뗄뛁좡떽뛁떽쫽뻝뗄퇓동쪱볤 죕뎣맣랺쪹폃뗄듦뒢짨놸폐샠쯆쫽싫쿠믺샯쏦뗄냫떼쳥킾욬듦뒢ꆢ룶죋뗧쓔뗄펲엌뫍맢엌뗈뗈ꎬ볻뇭2ꆣ냫떼쳥듦뒢폫펲엌헢솽훖듦훼뷩훊뗄뺺헹평살틑뻃ꎬ튻냫죏캪ꎬ냫떼쳥뻟폐뿬쯙ꆢ낲좫ꆢ뗍릦뫄뗈폅뗣ꎬ뛸펲엌폐듳죝솿ꆢ뗍돉놾쳘뗣ꆣ듓펦폃샺쪷짏뾴ꎬ솽헟뫜짙쓜릻쿠뮥쳦듺ꆣ떫뷼쓪뗄벼쫵랢햹ꎬ솽헟퓚탭뛠쫐뎡짏틑뺭뿉틔쿠뮥쳦듺ꆣ죧ꎺ펲엌폐뎯뗍릦뫄랢햹뗄럖횧ꎬ돶쿖퓚짣쿱믺뗈쫖돖짨놸짏ꎬ욻맻릫쮾뻍폐닉폃펲엌ퟷ캪듦뒢뗄틴샖능럅웷ꆣ춬퇹ꎬ평폚냫떼쳥듦뒢웷떥캻볛룱뗄쿂붵ꎬ튲죃풭살펲엌쫴뗄쫐뎡돶쿖직듦뗄펦폃ꆣ2008쓪8퓂19죕ꎬ좫쟲ퟮ듳훐컄췸햾냙뛈탻늼ꎬ춨맽뎤듯솽쓪뗄닺욷벼쫵퇐랢벰닢쫔ꎬ틑돉캪좫쟲쫗룶쪹폃직듦벼쫵듺쳦펲엌늢듳맦쒣짌폃뗄뮥솪췸릫쮾ꆣ2008쓪1퓂28죕ꎬ욻맻릫쮾랢늼쇋닉폃만첬엌뗄MacBook Air뇊볇놾뗧쓔ꎬ뻍닉폃쇋냫떼쳥듦뒢웷췪좫쳦듺펲엌ꆣ떫쒿잰잶죫쪽뗧ퟓ쾵춳훐ꎬ튻냣닉폃냫떼쳥듦뒢ꆣ듦뒢웷닺욷퓚냫떼쳥닺튵훐햼폐뇈뷏듳뗄뇈훘ꆣ 뇭?†쿖듺뗧ퟓ닺욷훐뗄훷튪듦뒢짨놸벼쫵쳘뗣 呡扬攲†偯灵污爠却潲慧攠䑥癩捥’猠䙥慴畲敳渠䵯摥牮⁅汥瑲潮楣⁐潲摵捴猠?쓚듦샠탍 럇틗쪧 쏜뛈 릦뫄 퓚쿟뇠돌쯦믺뛁좡 NOR 직듦 쫇 MB 뗍 쫇 35ns NAND 직듦 쫇 GB 뗍 쫇 7us DRAM 럱 MB 훐 쫇 <2ns 횻뛁듦뒢웷 쫇 MB 뗍 럱 35ns 펲엌 쫇 GB 룟 쫇 10ms 죧춼2쯹쪾ꎬ냫떼쳥듦뒢웷럖솽훖ꎬ튻훖쫇틗쪧탔듦뒢웷ꎬ헢훖듦뒢웷샯쏦놣듦뗄쫽뻝믡퓚뗧풴뛏뗴횮뫳뛸뚪쪧ꎬ용죧룶죋뗧쓔샯쏦뗄쓚듦ꎻ쇭튻훖쫇럇틗쪧탔듦뒢웷ꎬ헢훖듦뒢웷듦뒢웷놣듦뗄쫽뻝퓚릩뗧뗧풴뛏뾪뫳ꎬ쫽뻝늻뚪쪧ꎬ쿂듎퓙듎짏뗧뗄쪱뫲ꎬ죔좻뿉틔쪹폃샯쏦뗄쫽뻝ꎬ샽죧쫖믺샯쏦놣듦죭볾뗄킾욬ꎬ죧맻늻쫇헢룶킾욬ꎬ쓺뿉쓜뮻룶뗧돘쫖믺늻쓜볌탸쪹폃쇋ꆣ틗쪧탔듦뒢웷훷튪뚯첬쯦믺듦뒢웷(DRAM)뫍뺲첬쯦믺듦뒢웷(SRAM)ꆣ쯼뗄쳘뗣쫇뿉틔쯦믺뛁킴ꎬ뛁킴쯙뛈믹놾쿠뗈쟒뇈뷏뿬ꎬ튻냣폃ퟶ뒦샭웷릤ퟷ뗄듦뒢ꎬ릤ퟷ쫽뻝쯦쾵춳뇤뮯ꎬ늻튪쟳뛏뗧놣돖쫽뻝ꆣ럇틗쪧듦뒢웷냼몬횻뛁듦뒢웷(ROM)뫍뿉뇠돌듦뒢웷ꆣ잰헟퓚탐튵훐펦폃죝솿럇뎣킡ꎬ늢쟒뛠캪냳뚨웤쯻웷볾돶쫛ꆣ뿉뇠돌듦뒢웷훷튪쫇직듦(Flash Memory)ꎬ햼뻝쇋룃쫐뎡뗄뻸듳늿럖ꆣ 6
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺ죽탇뗧ퟓ뿍뮧엠통쇏 춼?†䵏?릤틕듦뒢웷럖샠춼?䙉䝕剅㈠⁍体?䵥浯特?䡩敲慲捨礠 직듦쫇럇틗쪧탔듦뒢웷ꎬퟮ돵평Toshiba퓚1984쓪뾪쪼틽죫ꆣ헢훖듦뒢웷쫇내헕쫽뻝뿩살닁돽뫍룄킴뗄ꆣ직듦쫇튻훖킡쳥믽ꆢ웰늽펦폃뗍돉놾ꆢ뗍릦뫄뫍뿬쯙뗄냫떼쳥듦뒢웷ꆣ횱떽1988쓪ꎬIntel뾪쪼싴돶볛횵20$뗄256kb 뫳ꎬ뾪쪼듲뾪뗄직듦춨쿲컞쫽뗧ퟓ닺욷펦폃뗄햢쏅ꆣ듓랢햹맽돌살뾴ꎬ직듦닺욷듓냫떼쳥떥풪컯샭뷡릹짏탎돉NAND직듦뫍NOR직듦솽훖ꎬ죧춼3ꆣNOR직듦쿠뛔NAND직듦틔룼뢴퓓뗄뷡릹듦뒢쫽뻝ꎬ틲듋춬뗈듦뒢죝솿뗄NOR직듦돉놾뷏NAND직듦뗄룟ꆣ떫쫽뻝놣듦뗄뿉뾿탔룟ꆢ뛁좡뿬ꎬ춬쪱킴죫뗄쯙뛈뇈뷏싽ꎬ뛸NAND직듦짵훁탨튪쏅뗄볬닩뫍뻀헽듭컳듫쪩살놣횤쫽뻝헽좷ꆣ뿉뾿탔룟뫍뛁좡쯙뛈뿬뗄쳘뗣ꎬ쪹NOR직듦퓚뗧ퟓ쾵춳훐ꎬ놻맣랺뗄폃살듦뒢쾵춳뗄죭볾ꆣ쯼놣횤쇋쾵춳퓚뇤뮯뇈뷏듳뗄뮷뺳훐쓜볡죧엍쪯뗘릤ퟷꆣ떫NAND직듦뗄뗍솮볛룱ꎬ컼틽쇋듳늿럖펦폃쫽뻝뗄펦폃ꎬ죧뛠쎽쳥쫽뻝뗈뗈ꆣ퓚룃펦폃훐ꎬ뗧ퟓ쾵춳늻탨튪쳘뇰룟뗄쯙뛈ꎬ뿉틔춨맽뢴퓓뗄쯣램살쪵쿖쫽뻝뗄헽좷탔ꆣ듋샠닺욷튻냣쫽뻝솿엓듳ꎬ닺욷탨쟳볛룱떯탔쿠떱듳ꆣ펦폃직듦벼쫵뗄뗧ퟓ닺욷ꎬ틑뺭룄뇤쇋컒쏇뗄짺믮ꎬ뿉틔풤볻캴살튲붫캬돖뻞듳뗄펰쿬ꆣ NOR직듦훷튪펦폃퓚뗧ퟓ닺욷뗄돌탲듦뒢ꎬ룃쿮펦폃탨튪럇뎣룟뗄뛁좡탔쓜ꎬ뿉틔뷚쪡닺욷뗄웤쯻웷볾돉놾ꎬ뛸NAND직듦훷튪폃폚쫽뻝뗄듦뒢ꆣ쯦ퟅ뛠쎽쳥쫽뻝놬햨쪽퓶뎤ꎬNAND직듦뗄탨쟳돖탸퓶뎤ꎬNAND직듦퓚늿럖쇬폲폐쳦듺NOR직듦뗄쟷쫆ꆣDRAM폐럇뎣뿬쯙뗄뛁킴쯙뛈ꎬ떫평폚릦뫄뇈뷏듳ꎬ훷튪폃퓚샠쯆뗧쓔뗈짨놸훐ꆣ웤쯻뗄냫떼쳥듦뒢쫐뎡죝솿뇈뷏킡ꎬ펲엌뗈듦뒢짨놸퓲늻쫴폚냫떼쳥듦뒢ꆣ 7
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺ죽탇뗧ퟓ뿍뮧엠통쇏 춼?†듦뒢웷듦뒢헳쇐ퟩ횯춼?䙉䝕剅㌠?䵥浯特⁃敬氠䅲牡礠佲条湩穴楯渠 z 냫떼쳥듦뒢웷쫐뎡죝솿볲뿶 룹뻝쫀뷧냫떼쳥쎳틗춳볆쫽뻝(World Semiconductor Trade Statistics,WSTS)ꎬ2007쓪냼몬NAND뫍NOR뗄직듦쫐뎡듳풼캪220틚쏀풪ꎬ듓2006쓪뗄200틚쏀풪퓶뎤10%ꆣ쿠뇈횮쿂ꎬDRAM쫐뎡듓2006쓪뗄340틚쏀풪쿂붵떽320틚쏀풪ꎬ붵럹캪7%ꆣWSTS놨룦뗄220틚쏀풪쫐뎡훐ꎬ145틚쏀풪쫇NANDꎬ77틚쫇NORꆣ쿠뇈2006쓪ꎬ07쓪NAND쫐뎡퓶뎤쇋26%ꎬ떫NOR쿂붵쇋10%. 량쯷냫떼쳥릫쮾랢햹볲쪷 량쯷냫떼쳥릫쮾ퟮ돵쫇뎬캢냫떼쳥릫쮾(Advance Micro DeviceꎬAMD)뫍뢻쪿춨(Fujitsu)뗄뫏릫쮾ꎬ죧춼4ꆣAMD뒴냬폚1969쓪ꎬ헢룶췅뛓뗄쒿뇪럇뎣쏷좷ꎬ벴춨맽캪짺닺볆쯣믺ꆢ춨탅짨놸뫍틇뇭뗈뗧ퟓ닺욷뗄뎧짌쳡릩죕틦뺫쏜뗄릹돉쒣뿩ꎬ뒴붨튻볒돉릦뗄냫떼쳥릫쮾ꆣퟔ돉솢틔살ꎬAMD뻍늻뛏뗘뾪랢탂닺욷ꎬ늢훰붥탎돉쇋튻쳗폫훚늻춬뗄웳튵컄뮯ꆣ1972쓪9퓂AMD짏쫐ꎬ틔쎿막15쏀풪뗄볛룱랢탐쇋췲막ꆣ퓚AMD릫쮾ꎬ훆퓬폫퇐랢뗄ퟮ훕쒿뗄횻폐튻룶ꎬ쓇뻍쫇퓚뿍뮧탨튪뗄쪱뫲ꎬ틔뫏샭뗄볛룱ꎬ캪쯻쏇쳡릩쯹탨튪뗄벼쫵ꆣ퇐랢릤ퟷ뇘탫쓜릻캪뿍뮧닺짺룼뛠샻틦ꆣ뛸훆퓬퓲뇘탫럇뎣룟킧뛸쟒벫웤쇩믮ꎬ쓜릻싺ퟣ늻뛏뇤뮯뗄쫐뎡탨쟳ꆣAMD틑뺭탎돉쇋횲룹폚틔뿍뮧캪훐탄헢튻뫋탄볛횵맛뗄훆퓬뫍퇐랢뷢뻶랽낸ꆣAMD쒿잰쫇룶죋뗧쓔뒦샭웷뗄훘튪릩펦짌ꎬ튲쫇냫떼쳥탐튵ퟮ듳뗄릫쮾펢쳘뛻릫쮾뗄ퟮ훷튪뗄뺺헹뛔쫖ꆣ뢻쪿춨릫쮾폚 1935쓪퓚죕놾틔짺닺뗧탅짨놸웰볒ꎬ1954쓪뾪랢돶죕놾뗚튻첨훐볌쪽ퟔ뚯볆쯣믺ꎨFACOM100ꎩ뫳뾪쪼짦ퟣ탅쾢닺튵ꆣ웤볤쯦ퟅ룶죋뮯탅쾢뒦 8
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 샭벼쫵ꆢ췸싧뛠쎽쳥벼쫵ꆢ튵컱벯풼퓚틲쳘췸뎱쇷뗄탋웰ꎬ뢻쪿춨틔늻뛏뒴탂뗄룟뿆벼탎쿳쿭폾죕놾뫍좫쟲ꆣ AMD뫍뢻쪿춨ퟮ퓧폚1993쓪퓚죕놾뫏붨솢AMD뢻쪿춨냫떼쳥ꎬ릫쮾릲춬짺닺직듦ꎬ좻쫜룷ퟔ럖뾪쿺쫛ꆣ틲캪튻횱틔살럇뎣잿뗄솪뫏맘쾵ꆣ2003쓪7퓂ꎬAMD뫍뢻쪿춨쮫랽춨맽횪쪶닺좨뫍릤뎧뗈닺뫏붨솢량쯷냫떼쳥릫쮾ꎬ볓잿헢훖맘쾵ꎬ횼퓚좡듺Intelꎬ좡뗃ퟮ듳뗄직듦쫐뎡럝뛮ꆣAMD햼60ꎥ막좨ꎬ뢻쪿춨햼40ꎥ막좨ꆣ붻틗훐ꎬAMD뢶돶직듦튵컱ퟩ뫍퇐랢짨놸ꆢTexas뗄Feb25뎧ꎬ틔벰퓚첩맺ꆢ십살컷퇇ꆢ훐맺쯕훝뗄럢ힰ뎧ꆣ뢻쪿춨쓃돶쇋웤직듦튵컱늿뫍퓚십살컷퇇뗄벯돉뗧슷ퟮ훕럢ힰ닢쫔뎧ꆣ뫏늢뫳ꎬ릫쮾폐헋쏦닺30틚쏀풪ꎬ뫏늢닆컱놨뇭떽AMD릫쮾ꆣ탂뫏늢릫쮾좫쟲폐7000폠풱릤ꎬퟜ늿캻폚California뗄Sunnyvaleꎬ돉캪쫀뷧ퟮ듳뗄직듦릫쮾ꆣ량쯷냫떼쳥뇼돐쇋AMD뫍뢻쪿춨퓚직듦랢햹돵웚뻍탎돉뗄뒴탂뫍쫐뎡쇬쿈뗄뗘캻ꆣ2005쓪12퓂16죕량쯷냫떼쳥틔쎿막12쏀풪릫뾪랢탐42,200,000 막A 샠웕춨막ꎬ췪돉퓚쓉쮹듯뿋짏쫐ꆣ 컄쿗살풴ꎺSpansion릫쮾쇏 춼?†량쯷냫떼쳥릫쮾웰풴춼?䙉䝕剅㐠⁓灡湳楯渠䥮挠佲楧楮 량쯷냫떼쳥쫇좫쟲ퟮ듳뗄쏅쳡릩직듦뷢뻶랽낸뗄릫쮾ꎬ늢쟒훷튪벯훐퓚NOR직듦쫐뎡ꆣ룹뻝iSuppli뗄뗷닩놨룦ꎬ2007쓪NOR직듦뗄훷튪릩펦짌냼삨량쯷냫떼쳥릫쮾햼33%쫐뎡럝뛮ꎻ틢램냫떼쳥릫쮾뫍펢쳘뛻룷햼13%ꆢ21%ꎻ죽탇뗧ퟓ릫쮾햼13%ꆣ량쯷릫쮾뫍죽탇뗧ퟓ릫쮾쫐뎡럝뛮솬탸죽쓪퓶뎤ꆣ뛸틢램냫떼쳥릫쮾뫍펢쳘뛻퓲솬탸쿂붵ꎬ볻춼5ꆣ 9
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺiSuppli Spansion 2007 춼?†乏?직듦쫐뎡럝뛮춼?䙉䝕剅㔠?乏删䙬慳栠䵡牫整⁓桡牥? 1935쓪 뢻쪿춨뾪쪼뗧탅짨놸튵컱 1969쓪 AMD뒴냬 1993쓪 뢻쪿춨뫍AMD퓚죕놾뫏붨솢릫쮾ꎬ릲춬짺닺럖뾪쿺쫛직듦 2003쓪 뢻쪿춨뫍AMD뫏붨솢Spansion LLC 2005쓪 Spansion퓚쓉쮹듯뿋맒없 2006쓪 Spansion돉캪ퟮ듳NOR직듦릩펦짌 컄쿗살풴ꎺ 춼?†량쯷냫떼쳥릫쮾막볛ퟟ쫆춼?䙉䝕剅㘠?印慮獩潮⁉湣⁓瑯捫⁃桡牴? 떫량쯷냫떼쳥릫쮾ퟔ2005쓪퓚쓉쮹듯뿋맒없틔살ꎬ막볛ퟟ쫆늢늻쇮춶헟뾴뫃ꆣ막욱랢탐볛룱캪쏀풪ꎬ퓚2006쓪5퓂26죕듯떽ퟮ룟뗄쏀풪횮뫳ꎬ막볛뾪쪼튻슷ퟟ뗍ꆣ2008쓪틔살ꎬ쫜좫쟲뷰죚뚯떴뗄펰쿬ꎬ쒿잰틑뺭횻쪣1쏀풪뛠튻킩쇋ꎬ볻춼6ꆣ 10
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 량쯷냫떼쳥릫쮾훷튪횱뷓뺺헹뛔쫖 듓2007쓪NOR직듦쫐뎡럝뛮뫍돉뎤탔짏ꎬ놾컄톡퓱펢쳘뛻ꆢ틢램냫떼쳥릫쮾뫍죽탇뗧ퟓ릫쮾ퟷ캪훷튪뺺헹뛔쫖럖컶ꆣ퓚놾컄킴췪돉횮잰ꎬ펢쳘뛻뫍틢램냫떼쳥뗄직듦쿠맘늿럖틑뺭뫏늢캪뫣틤냫떼쳥릫쮾(Numonyx)ꆣ캪쳖싛캴살햽싔뗄랽뇣ꎬ붫탂릫쮾ퟷ캪샺쪷짏뗄솽룶릫쮾뗈춬웰살쳖싛ꆣ뫏늢닺짺뫳뗄뫣틤냫떼쳥릫쮾2007쓪펵폐뗄쫐뎡럝뛮싔캢뎬맽량쯷냫떼쳥ꆣ뛸죽탇뗧ퟓ뗄퓶럹뻞듳ꎬ틑뺭듓2006쓪뗄9ꎥ짏짽떽13ꎥꎬ죽탇뗧ퟓ뗄쓪퓶뎤싊뎬맽40ꎥꎬ쇮튵뷧많쒿쿠뾴ꆣ 뫣틤냫떼쳥릫쮾 2008쓪4퓂1죕ꎬ평틢램냫떼쳥(%)ꆢ펢쳘뛻(%)뫍Francisco Partners(%)뫏ퟷ돉솢뗄뫣틤(Numonyx BꎮV)릫쮾ퟷ캪튻볒좫탂뗄냫떼쳥릫쮾헽쪽컊쫀ꆣ 1968 쓪ꎬ싞늮쳘ꆤ억틁쮹ꎨRobert Noyceꎩꆢ룪뗇ꆤ쒦뛻ꎨGordon Mooreꎩ뫍낲뗏ꆤ룱슳럲ꎨAndy Groveꎩ퓚맨마릲춬뒴솢쇋펢쳘뛻릫쮾ꆣ뺭맽뷼 40 쓪뗄랢햹ꎬ펢쳘뛻릫쮾퓚킾욬뒴탂ꆢ벼쫵뾪랢ꆢ닺욷폫욽첨뗈쇬폲뗬뚨쇋좫쟲쇬쿈뗄뗘캻ꎬ늢쪼훕틽쇬ퟅ쿠맘탐튵뗄벼쫵닺욷뒴탂벰닺튵폫쫐뎡뗄랢햹ꆣ펢쳘뛻릫쮾짨폐뛠룶퓋펪늿쏅ꎺ쫽ퟖ웳튵쫂튵늿ꆢ틆뚯쫂튵늿ꆢ쫽ퟖ볒춥쫂튵늿ꆢ쫽ퟖ튽쇆쫂튵늿뫍쟾뗀욽첨쫂튵늿ꆣ2007 쓪ꎬ펢쳘뛻좫쟲쓪쫕죫듯떽 383 틚쏀풪ꆣNOR직듦퓚펢쳘뛻쫇솬쓪뿷쯰뗄늿쏅ꆣ퓚2006쓪짵훁뿷쇋틚쏀풪ꆣ STMicroelectronics쫇퓚1987쓪평틢듳샻뗄SGS Microelettronica뫍램맺뗄Thomson Semiconducteurs뫏늢붨솢웰살뗄ꆣ쿖퓚쫇좫쟲탭뛠쫐뎡뒦폚쇬쿈뗘캻뗄뗚컥듳냫떼쳥릫쮾ꆣ2007쓪뗄쿺쫛쫕죫듳풼캪100틚쏀풪ꆣ릫쮾뗄쿺쫛쫕죫럖엤퓚춨톶(37%)ꆢ쿻럑뗧ퟓ(17%)ꆢ뗧쓔(16%)ꆢ웻뎵(15%)뫍릤튵펦폃(15%)컥룶훷튪쇬폲ꆣ릫쮾쿖퓚뎯룼짙놾벯훐랽쪽뗄짺닺닟싔랢햹ꎬퟮ뷼탻늼싴돶튻킩샏뗄릤뎧짨놸ꆣ솪쏋ST뾪랢쇋좫쟲뗄햽싔솪쏋췸싧ꎬ냼삨폫맘볼뿍뮧뗄닺욷뾪랢ꆢ폫뿍뮧뗄벼쫵뾪랢ꆢ폫냫떼쳥뎧짌ꆢ짨놸ꆢ뗧쓔뢨훺짨볆훷튪릩펦짌뗄솪쏋ꆣ2006쓪ST뗄NAND뫍NOR직듦튵컱ퟜ펪쫕캪틚쏀풪ꎬ뿷쯰듯5300췲쏀풪ꆣ 뫣틤냫떼쳥릫쮾훷튪튵컱쫇헻뫏틢램냫떼쳥뗄NAND직듦뫍NOR직듦튵컱ꆢ펢쳘뛻뗄NOR직듦튵컱ꎬ늢샻폃탂탍쿠뇤틆캻듦뒢웷(PCM)벼쫵ꎬ캪듦뒢웷쫐뎡뾪랢ꆢ쳡릩뒴탂뗄듦뒢웷뷢뻶랽낸ꆣ탂릫쮾쫇ퟮ듳뗄NOR직듦킾욬릩펦짌ꎬ늢펵폐뛠쿮NAND벼쫵뫍DRAM닺욷ꎬ헻뫏뫳ꎬ뫣틤돉캪좫쟲뗚죽듳럇틗쪧탔퓚듦뒢웷랽쏦ꎬ릫쮾뛠듎뇭쪾붫룄뇤틔췹뗄닟싔ꎬ붫쳘뇰힢쫓쿖뷰쇷ꆣ 11
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 죽탇뗧ퟓ릫쮾 ퟜ늿짨퓚몫맺뗄죽탇뗧ퟓ훪쪽믡짧돉솢폚1969쓪ꎬ쫇튻볒벯냫떼쳥ꆢ춨톶ꆢ볆쯣믺닺욷뫍쿻럑샠뗧ퟓ닺욷폚튻쳥뗄듳탍뗧ퟓ웳튵ꆣ쫇몫맺죽탇벯췅뗄ퟓ릫쮾ꎬ죽탇벯췅쪼붨폚1938쓪ꎬ쫇몫맺ퟮ듳뗄웳튵벯췅ꆣ2007쓪뫏늢쿺쫛쫕죫1034틚쏀풪ꆣ죽탇뗧ퟓ퓚62룶맺볒짨폐134룶냬쫂뒦ꎬ맍펶풱릤15췲죋ꆣ릫쮾훷튪쫇5룶튵컱떥풪ퟩ돉ꎺ쫽ퟖ볒뗧튵컱ꆢ쫽ퟖ쎽쳥튵컱ꆢLCD튵컱ꆢ냫떼쳥튵컱뫍뗧탅췸싧튵컱ꆣ놻죏캪좫쟲ퟮ뿬돉뎤뗄욷없횮튻ꎬ죽탇뗧ퟓ퓚쫽ퟖ뗧쫓ꆢ쓚듦킾욬ꆢ틆뚯뗧뮰뫍TFT-LCD랽쏦폐쫐뎡쇬쿈뗄닺욷ꆣ 컄쿗살풴ꎺ죽탇뗧ퟓ릫쮾췸햾쇏헻샭 춼?†죽탇뗧ퟓ㈰〲ꎭ㈰〶쿺쫛ꆢ샻죳뫍퇐랢쫕횧춼?䙉䝕剅㜠?卡浳畮朠䕬整牯湩挠卡汥玡ꉎ整⁐牯晩琠慮搠刦䐠䕸灥湳〰攠㈭楮㈰′〶? 죽탇뗧ퟓ1974쓪12퓂뾪쪼뷸뻼냫떼쳥쇬폲ꎬ떫퓚1992쓪ꎬ죽탇뗄DRAM닺솿틑풾뻓좫쟲뗚튻ꆣ죽탇뗧ퟓퟷ캪쫀뷧뗚뛾듳냫떼쳥훆퓬짌ꎬ틑솬탸12쓪퓚DRAM쇬폲ꆢ솬탸9쓪SRAM쫐뎡햼폐싊뗚튻캻ꆣ2003쓪직듦풾뻓뗚튻캻ꎬ웤훐NAND탍직듦솬탸솽쓪뗚튻ꆣ죽탇뗧ퟓ릫쮾쪵솦뿉틔듓춼7뿺볻튻냟ꆣ 릫쮾2008쓪5퓂23죕탻늼ꎬ릫쮾붫폫뗂맺펢량쇨뿆벼ꆢ탂볓웂쳘탭냫떼쳥ꆢ쏀맺IBM뫍량쮼뾨뛻냫떼쳥뗈쯄볒릫쮾솪뫏뾪랢탂벼쫵ꆣ죽탇뗧ퟓ퓚짹쏷훐뇭쪾ꎬ쯼폫웤쯻쯄볒웳튵붫퓚2010쓪잰솪쫖쪹폃웤32쓉쏗냫떼쳥훆퓬릤틕뾪랢럇듦뒢킾욬벼쫵ꆣ룃쿮쒿붫춨맽킭춬킧펦ꎬ듲퓬돶ꆰ룟탔쓜ꆢ뗍쓜뫄ꆱ뗄킾욬ꆣ죽탇퓚뚯첬쯦믺듦뒢웷뫍NAND직듦쇬폲폅쫆쏷쿔ꎬ떫퓚헻룶냫떼쳥쫐뎡(냼삨듦뒢킾욬틔벰럇듦뒢킾욬)웤쫕죫좴풶풶실뫳폚춬탐펢쳘뛻ꆣ탐튵죋쪿죏캪ꎬ킴ퟷ벼쫵뾪랢붫듳듳듙뷸죽탇뗧ퟓ릫쮾럇듦뒢킾욬벼쫵뗄랢햹ꆣ 12
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺ죽탇뗧ퟓ릫쮾췸햾쇏헻샭 춼?†죽탇뗧ퟓ싗뛘䝄?볛룱ퟟ쫆춼?䙉䝕剅㠠?卡浳畮朠䕬整牯湩挠䱵湤畮⁇䑒⁃桡牴? 듓춼8죽탇뗧ퟓ싗뛘췐맜욾횤볛룱ꎬ뇈뷏춬웚량쯷릫쮾막볛떥뇟뗄쿂붵ퟟ쫆ꎬ춶헟뛔룃죽탇뗧ퟓ릫쮾춶볛횵뗄죏뿉ꎬ닠쏦랴펦돶죽탇뗧ퟓ릫쮾뗄뺺헹폅쫆뷏량쯷릫쮾춻돶ꆣ 13
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚죽헂 량쯷냫떼쳥릫쮾뫪맛뮷뺳럖컶 냫떼쳥듦뒢웷뗄뫪맛뮷뺳 듓죋샠컄쏷랢햹살뾴ꎬ뛔듦뒢뗄탨쟳쫇돖탸퓶뎤뗄ꆣ쫀뷧컄쏷뗄랢햹뫍뷸늽ꎬ튪쟳컄뮯뗄뛠퇹뮯ꆣ헢늻떫듸살쇋듳솿뗄탅쾢ꎬ뮹튪쟳풽살풽뛠뗄탅쾢붻뮻ꎬ살캬돖헻쳥ꆣ틲듋탅쾢솿뿬쯙퓶볓ꎬ쇷춨쯙뛈볓뿬틑뺭돉캪죋샠컄쏷랢햹뗄쟷쫆ꆣ듓죋샠컄쏷랢햹살뾴ꎬ헢킩탅쾢뗄닺짺뫍붻쇷뚼쫇믹폚볇틤뗄믹뒡짏뗄ꆣ볇틤뿉틔럖캪솽훖ꎬ튻훖쫇뒿쫴룶죋뗄ꎬ튻훖쫇짧믡릲폐뗄ꆣ룶죋뗄볇틤쯦ퟅ룶죋뗄쯀췶뛸쿻쫅ꎬ짧믡뗄볇틤좴믡폀뻃쇴듦ꆣ죋샠짧믡뗄릲춬볇틤ꎬ뛔췆뚯쫀뷧컄쏷뗄랢햹웰쇋뻞듳뗄ퟷ폃ꆣ듓풶맅쪱듺뗄횪쪶뗄뿚뒫짭쫚ꎬ떽릤튵뮯쪱듺뗄듳솿횪쪶뒫능ꎬ펡쮢욷뫍춼쫩망ꎬ췆뷸쇋쫀뷧컄쏷뗄뿬쯙맣랺랢햹ꆣ떽쇋쿖퓚뗄탅쾢쪱듺ꎬ뗧쓔뿉틔뒦샭쯹듦뒢뗄쇏ꎬ틲뛸뒴쿂잰쯹캴폐뗄쟩뿶ꎬ짧믡볇틤뇤뗃볈럡뢻폖믮웃ꆣ헢튻탎쫆퓚컄뮯짏닺짺쇋탂뗄뚯솦ꎬ틲캪뗧쓔늻뷶뿉틔냯훺컒쏇냑럖즢탅쾢ퟩ횯돉췪헻뗄헻쳥쫓춼ꎬ룼뿉틔췘햹쿫쿳솦뗄벫쿞ꎬ뗧쓔뿉틔쳽컒쏇뗄훇믛좥쿫쿳늻뿉쓜쿫쿳뗄쟩뺰ꎬ뗃떽탭뛠탂뗄샭싛ꆢ맛쓮ꆢ틕쫵볲뷩ꆢ벼쫵뷸햹ꎬ틔벰헾훎뺭볃짏뗄탂랢쏷ꆣ헢킩랢햹뇤뮯쯹닺짺뗄탅쾢ꎬ탨튪탨튪풽살풽뛠듦뒢쓜솦살볇틤ꆣ 쿖퓚죋샠짺믮쾰맟뗄뇤뮯ꎬ듓듦뒢탨쟳뗄맣뛈뫍짮뛈짏ꎬ캬돖ퟅ듦뒢탨쟳뗄뷏뎤쪱볤퓶뎤ꆣ짧믡뗄뇤뮯볓쯙ꎬ탂뗄탅쾢늻뛏펿쿖ꎬ쪹뗃죋쏇튪뿬쯙룼탂룶죋볇틤ꎬ룶죋볇틤탨튪놣쇴쪱볤뇤뗃뛌퓝ꆣ뛠퇹뮯뗄뒫능릤뻟ꎬ퓚헢퇹뗄튻룶뛠퇹뮯쎽쳥뗄쪱듺펦퓋뛸짺ꆣ탂뿆벼뗄탅쾢쾵춳짮짮펰쿬떽튻룶ퟮ훘튪뗄닣쏦ꎬ컒쏇뗄듳쓔ꆣ컒쏇뛔쫀뷧뗄쳥믡죏횪쫀뷧뗄쓜솦뚼랢짺룯쏼탔뗄뇤ꆣ 죋쏇풽살풽쾰맟폚횱뷓쎽쳥뗄릵춨ꎬ춨맽쫓욵뗈뛠쎽쳥뗄톧쾰놻탭뛠죋죏캪쫇룟킧뗄톧쾰랽쪽ꆣ춨맽뛠쎽쳥뗄톧쾰ꎬ죋쏇믽벫뗃틔닎폫톧쾰맽돌ꆢ쾵춳뗄샭뷢톧쾰쓚죝ꆢퟔ좻뗄톧(3)쾰뗈뗈ꆣ떫쫇뛠쎽쳥쇏뗄듦뒢ꎬ좴풶풶뎬돶풭살볲떥뗄컄놾듦뒢탨튪뗄듦뒢쓜솦ꆣ뻝춳볆ꎬ훐퇫뗧쫓첨늿럖탂컅능틴풱폯쯙ꎬ탏훊뇳쫇329ퟖ/럖훓ꎬ헅뫪쏱쫇350ퟖ/럖훓ꎬ샮죰펢쫇265ퟖ/럖훓ꎬ싞뺩쫇280ퟖ/럖훓ꎬ욽뻹듳풼쫇300ퟖ/럖훓ꎬ듳풼쫇80bps탅쾢죝솿ꎬ떫웕춨폐쿟뗧뮰뗄뗄탅쾢죝솿캪64000bps,뛸뮭쏦늻쯣쟥컺뗄VCD춼쿳탅쾢죝솿듳풼캪1,000,000bpsꆣ쯼쏇뗄뇈샽듳풼캪1:800:12500ꆣ쯹틔죋쏇뛔뛠쎽쳥릵춨ꆢ톧쾰랽쪽뗄틀삵ꎬ튪쟳뛔헢킩뛠쎽쳥쫽뻝뗄볓릤뫍놣듦ꎬ벫듳뗄듌벤쇋듦뒢탨쟳뗄퓶뎤ꆣ 쯦ퟅ뺭볃뗄랢햹ꎬ룶죋쫖돖짨놸뗄쫽솿돖탸퓶뎤ꆣ헢킩짨놸냼삨쫖믺ꆢ쫽싫쿠믺ꆢ틴샖능럅웷ꆢ웻뎵뗧ퟓ닺욷뫍춨톶쾵춳ꎬ죧춼9뫍춼10쯹쪾ꆣ냫떼쳥릤튵헽퓚뺭샺ퟅ튻뎡틢틥 14
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 짮풶뗄뇤룯ꆣ룶죋쿻럑헟뗄릺싲틑뺭돉캪쇋냫떼쳥릤튵뗄훘튪횧독ꆣ퓚60쓪듺ꎬ냫떼쳥릤튵쒬쒬컞컅뗘돶쿖뗄쪱뫲ꎬ헾뢮뫍몽쳬몽뿕쫇닺튵뗄훷튪쟽뚯틲쯘ꆣ훷튪뗄펦폃쫇낢늨싞첫뿕볆뮮뫍훞볊떼떯뗈커웷쾵춳ꆣ70쓪듺퓧웚ꎬ쯦ퟅ첫뿕햽맺럀풤쯣뗄복짙ꎬ닺튵뗄훷튪쟽뚯틲쯘틆떽쇋릫쮾탅쾢뮯짏ꆣ퓚80쓪듺ꎬ쯦ퟅ룶죋뗧쓔뫍뻖폲췸뗄틽죫ꎬ릫쮾탅쾢뮯햼뻝쇋60ꎥ뗄탨쟳ꆣ헾뢮뫍몽뿕쿂붵떽10ꎥꆣ쿻럑뗧ퟓ닺욷쯦ퟅ쫓욵폎쾷뫍쫓욵짣쿱닺욷뗄틽죫ꎬ햼뻝쇋훘튪뗄뗘캻ꆣ90쓪듺뫳ꎬ쿻럑뗧ퟓ돉캪냫떼쳥쿺쫛뗄ퟮ듳췆뚯솦ꎬ쿻럑뗧ퟓ닺욷죧맻뚨틥캪쿻럑헟룶죋쳍잮싲뗄뮰ꎬ헢늿럖쿖퓚틑뺭햼떽쇋냫떼쳥쿺쫛뗄튻냫쿺쫛뛮ꆣ틲캪뮥솪췸뿬쯙랢햹뫍룶죋뗧쓔볛룱뗄쿂붵ꎬ룶죋쿻럑뗧ퟓ쿻럑쇋30ꎥ풪볾ꆣ룶죋쿻럑햼뻝쇋쫖믺쫐뎡뗄90ꎥꎬ쫖믺쫐뎡쳡릩쇋10ꎥ뗄냫떼쳥닺튵탨쟳ꆣ웻뎵랽쏦튵럇뎣샠쯆ꆣ쯦ퟅ쓇킩퓚쫖믺짏쳽ퟅMP3틴샖ꎬ뇟랢쯍춼컄탅쾢뗄쪮벸쯪쓪쟡죋돉캪벼쫵싲볒뗄쪱뫲ꎬ냫떼쳥릩펦짌탨튪훘탂짳쫓쯻쏇뛔좫쟲쫐뎡뗄뾴램ꆣ뻍쿱릫쮾탅쾢횧돶횧독ퟅ듳늿럖냫떼쳥닺튵튻퇹ꎬ퓚캴살헢킩쿻럑횧돶붫춳훎좫쟲쫐뎡ꆣ 컄쿗살풴ꎺiSuppli “Mobile Handset Market Tracker” 춼?†틆뚯쫖돖짨놸쫐뎡뚯첬죝솿춼?䙉䝕剅㤠?䑹湡浩捳映䵯扩汥⁈慮摳整⁍慲步琠 컄쿗살풴ꎺSpansion릫쮾쇏 춼?〠ꯇﷂ荒뿍밠䙉䝕剅??䑩杩瑡氠却楬氠䍡浥牡氠坯牬搠坩摥⁓桩灭敮琠 15
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쫖돖짨놸뗄퓶뎤퓶볓쇋쓚듦뗄탨쟳ꆣ튻킩탂뗧ퟓ짨놸뗄돶쿖ꎬ닺짺쇋좫탂뗄쓚듦탨쟳ꆣ샽죧쫽ퟖ뗧쫓쫇듓2005쓪뾪쪼뗄ꎬ쿠뷏틔잰쒣쓢뗧쫓쫇퓶볓쇋듦뒢킾욬쫐뎡탨쟳ꆣ룹뻝isuppli뗄뗷퇐쫽뻝쿔쪾ꎬ틆뚯쫖돖짨놸쫽솿뮹쫇쫕죫랽쏦헽퓚뺭샺놬햨쪽뗄퓶뎤ꎬ2008쓪좫쟲틆뚯쫖돖짨놸돶믵붫듯떽틚횧ꎬ쿺쫛쫕죫듯떽1600틚쏀풪ꆣ쫖믺쫐뎡퓚랢듯맺볒훷튪쫇룼탂뮻듺ꎬ퓚훮죧퇇훞ꆢ럇훞뫍삭쏀뗘쟸뗄탂탋쫐뎡ꎬ퓲폐뿬쯙퓶볓뗄탂쪹폃헟ꆣ헢뛔닺튵솴뗄룷룶뮷뷚뚼쫇튻룶솼뫃뗄믺믡ꆣ 컄쿗살풴ꎺApple Annual Report 춼ㄱ†욻맻틴샖능럅웷쿺쫛솿?䙉䝕剅ㄱ??䅰灬攠䵵獩挠偬慹敲⁓桩灭敮琠 욻맻릫쮾뗄틴샖능럅웷2002쓪떽2007쓪(죕샺쓪)럖뇰쫛돶47췲ꆢ145췲ꆢ826췲ꆢ3196췲ꆢ4616췲뫍5268췲늿IPOD쾵쇐틴샖능럅웷ꆣ2003쓪뫳ꎬ쎿쓪춬뇈퓶뎤럖뇰캪209%ꆢ470%ꆢ287%ꆢ44%ꆢ14%ꆣ죧춼11쯹쪾ꆣ 컄쿗살풴ꎺTSR(Feb,2008) 춼?㈠ꯇ횵펻𢡊響?䙉䝕剅ㄲ??䑩杩瑡氠呖⁓整⁗潲汤⁗楤攠卨楰 浥 湴 16
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 듓2007쓪3퓂1죕웰ꎬ쏀맺돶닺뗄뗧쫓믺엗웺뒫춳뗄쒣쓢탅뫅ꎬ캪횻뷓쫕쫽ퟖ탅뫅ꆣ듓좫쫀뷧랶캧살뾴ꎬ쫽ퟖ좡듺쒣쓢틑돉듳쫆ꎬ펢맺틑탻늼떽2010쓪좫늿캪쫽ퟖ뗧쫓맣능탅뫅ꎬ뛸훐맺뗄쪱볤뇭쫇떽2015쓪춣능쒣쓢뗧쫓맣능탅뫅ꆣ헢튻싖뗄쒣쓢쫽ퟖ횮뇤ꎬ맘쾵ퟅ헻룶쫀뷧뗄뗧쫓짺닺솴ꎬ죧춼12ꆣ쫽ퟖ탅뫅뷓쫕웷닉폃뻟폐퓋쯣쓜솦뗄킾욬ꎬ틲듋뛔듦뒢폐ퟅ뻞듳뗄탨쟳ꆣ좫쏀맣능킭믡쳡릩뗄쫽뻝뇭쏷ꎬ퓚2009쓪2퓂19죕횮뫳ꎬ좫쏀릲폐7300췲첨쒣쓢뗧쫓믺룹놾컞램뷓쫜죎뫎뗧쫓탅뫅ꆣ냼삨웤쯻뮻짨놸ꎬ붫룸냫떼쳥듦뒢닺튵듸살벫듳뗄쫐뎡뿕볤ꆣ 뗧탅벼쫵뫍뮥솪췸뗄뗄랢햹ꎬ볓뿬뗄쫽뻝뗄뒫능ꎬ쪹풭살뗄쫽뻝풽살풽뛠뗘훘뢴듦뒢ꆣ뛔듦뒢뗄탨쟳돉놶퓶볓ꆣ몣쓏탩쓢뿆벼망틽쏀맺뗄놨룦돆ꎬ폃뮧뛔폚쇷쎽쳥뫍붻뮥쫓욵ꆢP2P컄볾뒫쫤틔벰틴샖쿂퓘뗈췸싧펦폃뗄탨쟳튻횱볓쯙퓶뎤ꎬ듓뛸뛔뮥솪췸죝솿쳡돶룼룟뗄튪쟳ꆣBT뗈P2P펦폃햼뻝돇폲췸50%~70%쇷솿ꆢ맇룉췸50%~80%쇷솿ꆣ뷶퓚훐맺ꎬ풭탅쾢닺튵늿뢱늿뎤?맺뮪뫍탅쾢닺튵늿뗧탅맜샭뻖뢱뻖뎤몫쿄럖뇰퓚2006쓪9퓂24죕뻙탐뗄2007쓪뮥솪췸듳믡짏횸돶ꎬ뷘횹떽2007쓪6퓂뗗ꎬ훐맺뮥솪췸듸뿭ퟜ솿틑뺭듯떽312Gꎬ훐맺뮥솪췸돶죫뿚듸뿭듯112Gꆣ춨맽헢킩춨톶췸뒫쫤뗄쫽뻝ꎬ듦뒢튪쟳붫쫇튻룶뻞듳뗄닺튵쟽뚯솦ꆣ 헽퓚랢햹훐뗄룟쟥쫓욵뫍틴욵벼쫵ꎬ붫믡듸살놬햨쪽뗄쓚죝듦뒢탨쟳탨쟳ꆣ샽죧쿖퓚웕춨뗄MP3싫싊듓32kbps떽320kbps늻뗈ꆣ뛸쒿잰튻훖럇뎣쇷탐뗄컞쯰톹쯵APE컄볾룱쪽뗄싫싊듳풼캪900kbpsퟳ폒ꆣ뛸쫓욵랽쏦ꎬ웕춨뗄쒣쓢뗧쫓럖뇦싊듳풼캪400ꇁ300ꎬ뛸쿖퓚뗄쏀맺쫽ퟖ뗧쫓뇪ힼ룱쪽ꎬ듯떽쇋1920ꇁ1080뗄럖뇦싊 쫽뻝솿붫쫇풭살뗄18놶ퟳ폒ꆣ 틆뚯훕뛋폫쿻럑뗧ퟓ닺욷횮볤뗄죚뫏쫇훕뛋벼쫵뫍닺욷랢햹뗄훘튪쟷쫆횮튻ꎬ쫇죋쏇쾣췻샻폃쫖믺훕뛋살랽뇣죕뎣짺믮탨쟳뗄쳥쿖ꎬ쫖믺쿖퓚죠뫏쇋폎쾷ꆢ틴샖능럅ꆢ짣쿱ꆢ뗧쫓뗈릦쓜ꆣ쓚죝풽살풽럡뢻ꎬ늻떫캪폃뮧쳡릩쇋랽뇣ꎬ쟽뚯쇋짨놸룼탂뗄쫐뎡ꎬ튲룸듦뒢쫐뎡듸살쇋탂뗄탨쟳ꆣ퓚2005쓪32Mb~64Mb뗄NOR직듦쫇쫐뎡훷쇷ꎬ떫퓚2007쓪,쫖믺짏웕뇩닉폃128Mb~256Mb뗄NOR직듦ꆣ쒿잰맺볊쫖믺웳튵틑뺭뾪쪼췆맣512Mb NOR직듦쫖믺ꆣ 룹뻝솪뫏맺뛔좫쟲뺭볃뗄뇠훆뗄놨룦ꎬ죧춼13쯹쪾ꎬ퓚뺭샺쇋죽쓪샺쪷탔룟퓶뎤뫳ꎬ2007쓪좫쟲뺭볃퓶뎤평2006쓪뗄%캢붵훁%ꎬ랢햹훐맺볒뗄뺭볃퓶뎤틀좻놣돖%뗄잿뺢쫆춷ꆣ본폚돵벶닺욷볛룱짏헇뫍맺쓚탨쟳엲헍ꎬ탍뺭볃쳥뗄퓶뎤듯떽%ꆣ뺭맽벸쓪뗄잿뺢퓶뎤ꎬ좫쟲뺭볃헽쏦쇙뫜뛠쳴햽ꆣ쏀맺랿뗘닺쫐뎡엝쒭뗄웆쏰ꎬ훰늽쿔쿖뗄탅듻캣믺ꎬ쏀풪쿠뛔웤쯼훷튪믵뇒돖탸ퟟ뗍ꎬ맺볊쫕횧뗄뻞듳쓦닮틔벰늻뛏룟헇뗄맺볊폍볛뚼췾킲ퟅ캴살벸쓪맺볊뺭볃퓶뎤뗄뿉돖탸탔ꆣ2007쓪뗚죽벾뛈뗄뷰죚뚯떴뷸튻늽볓뻧쇋좫쟲뺭볃퓋탐럧쿕ꆣ뷰죚뚯떴늻떫뇭쏷쏀맺랿뗘닺쫐뎡뗄컊쳢폫맺볊쫕횧쪧뫢쏜쟐쿠맘ꎬ튲뇭쏷좫쟲뷰죚쫐뎡튻쳥뮯늻뛏볓짮떫풽랢좱랦춸쏷뛈ꎬ늢좱랦뷰죚볠맜뫍볠뚽ꆣ뷰죚뚯떴튲뷸튻늽춻쿔쇋맺볊쫕횧쪧뫢뗄컊쳢. 퓚훷튪랢듯쫐뎡뺭볃쳥ꎬ평폚랿컝쫐뎡볌탸뗍쏔ꆢ쏀풪뛔웤쯻 17
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 훷튪믵뇒뗄볛횵늻뛏쿂붵ꆢ좫쟲뺭볃돖탸쪧뫢틔벰폍볛뫍럇쪯폍짌욷볛룱늻뛏룟헇뛸틽랢뗄탅폃캣믺늻뛏볓짮ꎬ쪹랢듯맺볒뫍랢햹훐맺볒뗄뺭볃퓶뎤뚼돐쫜ퟅ벫듳럧쿕ꆣ쏦쇙헢킩늻좷뚨틲쯘ꎬ2008 뫍2009 쓪뗄쫀뷧뺭볃햹췻풤볆쏷쿔쿂붵떽ꎥ뫍ꎥꎬ쫀뷧뺭볃늽싄ꆣ늻맽ꎬ죧춼14쯹쪾ꎬ돽랢듯맺볒췢ꎬ죔좻놣돖6%틔짏뗄쓪뛈랢햹쯙뛈ꆣ헢킩랢햹훐맺볒뗄탨쟳죔좻잿뺢ꆣ 컄쿗살풴ꎺ솪뫏맺(뺭짧늿)벰솬뷓쒣탍쿮쒿 a/늿럖맀볆 b/풤닢 춼?㌠삽궼쏔밠䙉䝕剅ㄳ†World Economic Growth 컄쿗살풴ꎺ솪뫏맺(뺭짧늿)벰솬뷓쒣탍쿮쒿 a/늿럖맀볆 b/풤닢 춼?㐠삽궼쎰뒹謁튷훀밠䙉䝕剅ㄴ†World Economic Growth By Countries 18
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 틲듋ꎬ냫떼쳥듦뒢킾욬쫐뎡돖탸퓶뎤ꎬ탨쟳죔좻퓚퓶뎤ꎬ떫쫇퓶뎤쯙뛈퓚복뮺ꆣ춬쪱퓚쎽쳥쫽뻝랽쏦탨쟳퓶뎤폐룼잿뗄쟽뚯틲쯘ꆣ닺튵헽퓚돉쫬ꆣ 냫떼쳥듦뒢웷뗄닺튵쳘뗣 놾헂붫뷩짜냫떼쳥듦뒢닺욷뫍럾컱뗄쳘탔ꆣ붫뗃떽냫떼쳥듦뒢웷럇뎣쏷쿔뗄죕폃욷짌욷쳘탔ꆣ 냫떼쳥듦뒢웷뗄닺욷쳘뗣 냫떼쳥듦뒢웷탐튵쳡릩룸뎧짌뗄ퟮ훕닺욷쫇듦뒢킾욬ꆣ쿂폎뗧ퟓ닺욷뎧짌붫듋킾욬벯돉떽쯻쏇뗄뗧ퟓ쾵춳뗄닺욷훐믲헟폃웤쯻뷩훊럢ힰ뫳ꎬ쓜릻랽뇣쪵쿖듦뒢릦쓜뗄쒣ퟩꎬ퓙붻뢶룸쟾뗀짌믲헟ퟮ훕폃뮧ꆣ퓚ퟮ훕쿻럑헟뷓쫕떽닺욷뗄쪱뫲ꎬ평폚닺욷췢뿇뗄헚떲ꎬ튻냣쫇쓑틔럖뇦듦뒢킾욬뗄뎧짌뗄ꆣ뗧ퟓ닺튵쫇룟뛈뇪ힼ뮯뗄탐튵ꆣ냫떼쳥듦뒢킾욬닺욷퓚쾵춳벯돉훐ꎬ뚼쫇ퟷ캪뒦샭웷뮥늹욷ꎬ퓚벼쫵쎻폐랢짺짮뿌뇤룯뗄쪱뫲ꎬ컞싛뒦샭웷믲헟듦뒢웷뚼쳘뇰힢훘뛔뫳쿲뗄볦죝ꎬ틔놣뮤뿍뮧뗄춶ꆣ떼훂뗄뷡맻쫇듦뒢킾욬뗄뇈뷏볲뷠ꎬ뇤뮯킡ꆣ뛸쟒떥랽쏦뗄뇤뮯ꎬ췑샫탐튵뇪ힼ뗄뮰ꎬ붫헐훂쏰뚥횮퓖ꆣ룶죋뗧쓔탐튵쿠뮥볦죝탎돉뻞듳닺튵좺뗄샺쪷쫂쪵ꎬ틑뺭캪헻룶뗧ퟓ탐튵킧럂ꆣ 듓뛁킴킾욬뗄춨톶뷓뿚짏쮵ꎬ뚼쫇뇪ힼ뗄늢탐믲헟SPI뒮탐ퟜ쿟ꆣ릤ퟷ뗧톹랽쏦ꎬ벼쫵뗄퇝뇤폐쯹뇤뮯ꎬ쒿잰쫇럼뫍3럼햼뻝뻸듳늿럖ꆣ퓚췢탎짏ꎬ폐횱뷓내헕JEDEC뇪ힼ럢ힰ뗄킾욬뫍쎻폐럢ힰ뗄뺧풲ꎬ폃뮧뿉틔붫뺧풲ퟔ탐쟐룮뫳럢ힰ떽웤쯻닺욷훐ꎬ복짙튻킩닺욷뗄짺닺돉놾뫍쳥믽ꎬ퓚튻킩ힷ쟳킡쳥믽믲뗍돉놾뗄닺욷훐뇈뷏쪢탐ꎬ떫뛔폃뮧뗄짺닺벼쫵뫍짨놸튪쟳럇뎣룟ꆣ룷볒춬샠닺욷뛁킴쯙뛈믹놾쿠춬ꎬ릤ퟷ뮷뺳냼삨컂뛈ꆢ쪪뛈튪쟳튲뚼럖캪짌튵벶뇰뫍웻뎵벶뇰ꎬ믹놾쿠춬ꆣ떫퓚용죧뻈짺ꆢ뻼쫂뗈쇬폲ꎬ폐킩닺욷폐쳘뇰퇏룱뗄튪쟳ꎬ떫쒿잰뮹쎻폐뾴떽탎돉튻룶듳맦쒣뗄쫐뎡ꆣ뷼쓪살ꎬ얷쏋튪쟳닺욷쫇컞잦뗄ꎬ벴쯹캽ROHSꎬ뛔뎧짌뗄킾욬뗄짺닺훐럢ힰ뗄닄쇏뗄닉릺폐쿠떱뗄펰쿬ꆣ 19
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺSpansion췸햾 춼?㔠₷짋볌陼랲튲컊밠䙉䝕剅ㄵ†Spansion Product Parametric Search 듓춼15뿉틔뾴돶ꎬ쯹폐량쯷냫떼쳥릫쮾닺욷횻폐쇹룶닎쫽럖샠ꆣNOR직듦퓚펦폃훐틑뺭럇뎣뇪ힼ뮯ꎬ닺욷쳦듺욷뛠ꎬ쯹탨튪럾컱짙ꎬ뿉틔뾴돶퓚ퟷ캪죕폃욷뗄짌욷쳘헷쏷쿔ꎬ듓훆퓬짏닺짺닮틬뮯뗄ퟅ퇛뗣뇈뷏짙ꆣ NOR직듦뗄쳦듺욷 NOR직듦듓듦뒢웷살뾴ꎬ훷튪펦폃퓚뗧ퟓ닺욷뗄돌탲듦뒢ꎬ캪쪹폃쳡릩ퟮ룹놾뗄릦쓜쫇뿉틔퓚직듦짏횱뷓퓋탐돌탲ꎬ뛸늻탨튪뛮췢뗄뒦샭ꆣ캪쇋쪵쿖듋릦쓜ꎬ탨튪듦뒢웷뻟폐럇틗쪧ꆢ뿬쯙뫍뿉뾿뗄쳘뗣ꎬ죧춼16ꆣ틲듋ꎬ떥뛀뗄DRAM틲캪탨튪뗧솦살놣돖쫽뻝ꎬ췪좫컞램좡듺NOR직듦ꆣ떫NAND평폚럇틗쪧뗄쳘뗣ꎬ늢쟒쯙뛈퓚쳡룟ꎬ퓚캴살뿉쓜뷸죫NOR직듦뗄펦폃쫐뎡ꆣ떫뻍쒿잰살쮵ꎬ평폚NAND탨튪헻뿩뛁좡ꎬ쯙뛈뷏싽ꎬ퇓뎤쇋짨놸뗄웴뚯쪱볤ꎬ늢쟒탨튪닮듭볬닢뻀헽뗧슷ꎬ킡죝솿뗄펦폃훐ꎬ쾵춳뷢뻶랽낸뗄돉놾늢늻뻟폐쏷쿔폅쫆ꆣ 20
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺSpansion릫쮾쇏 춼?㘠₴ꊲ陼랿즿뿐풱좽쿍밠䙉䝕剅ㄶ†Storage Product Reliability Comparision 떫퓚쫖믺쫐뎡ꎬ쯦ퟅ쫖믺릦쓜뗄죕틦럡뢻ꎬ탨튪룼듳뗄듺싫뫍쫽뻝듦뒢뿕볤ꎬ헢쪱죧맻톡퓱듳죝솿뗄NORꎬ돉놾붫럇뎣낺맳ꎬ틲듋ꎬ튻킩룟뛋쫖믺훐뾪쪼볓죫NAND살ퟷ캪뛠쎽쳥쫽뻝뗄튻룶듦뒢퓘쳥ꆣ퓚웤쯻잶죫쪽펦폃ꎬ죧믺뚥뫐펦폃훐ꎬNOR직듦폐놻NAND직듦좡듺뗄벣쿳ꆣ NOR직듦뗄뮥늹욷 NOR직듦뗄훷튪뮥늹욷쫇킾욬ퟩꆣ틲캪NOR직듦늢늻쫇뛀솢듦퓚쾵춳훐ꎬ쯼쪼훕춨맽뷓뿚솬뷓떽뿘훆웷짏ꎬ살췪돉돌탲듦뒢뗄릦쓜ꆣ2005쓪뫍2006쓪쫖믺쫐뎡뗄뺮엧퓶뎤뻍듸뚯쇋폫솪랢뿆킾욬ퟩ폐뷴쏜뫏ퟷ뗄뗄량쯷냫떼쳥뗄랢햹ꆣ킾욬ퟩ뗄짺닺뎧짌뛔ퟮ훕닺욷톡퓱뗄직듦폐풽살풽듳뗄펰쿬ꆣ NOR직듦뛔쿂폎돉놾뗄펰쿬 NOR듦뒢웷퓚뗧ퟓ쾵춳훐햼뗄뇈샽늻듳ꎬ퓚뢴퓓쾵춳훐ꎬ폈웤쏷쿔ꆣ틔볲떥뗄뗍뛋쫖믺캪쇋ꆣ튻냣닉폃128Mb NOR Flash+32Mb PSRAM,컯쇏돉놾듳풼캪$ꎬ쿠뛔폚25$뗄헻믺돉놾ꎬ늻뎬맽5%ꆣ룹뻝iSuppli릫쮾뗄럖컶ꎬ욻맻iPhone 3G 8GB 냦놾뗄컯쇏쟥떥쯹탨펲볾돉놾풼캪 173 쏀풪ꆣ직듦쫇평Numonyx쳡릩뗄64MB NOR 직듦+ 32MB PSRAM ꎬ 21
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컯쇏돉놾듳풼캪$ꎬ햼헻믺컯쇏돉놾%ꆣ웤쯻췸싧짨놸ꆢ웻뎵뗈닺욷훐ꎬ쯹햼돉놾뇈샽룼킡ꆣ죧맻NOR직듦쫛볛뇤뚯퓚10%ꎬ뛔헻믺뗄뇤뚯돉놾펰쿬늻떽%ꆣ틲듋ꎬ틢캶헢NOR직듦볛룱퓚튻룶뇈뷏뿭뗄랶캧ꎬ뛔헻쳥뗄탨쟳펰쿬늻듳ꆣ닺욷탨쟳뗄볛룱떯탔뇈뷏킡ꆣ NOR직듦잰쿲쟾뗀 냫떼쳥뎧짌튻냣횱뷓닎폫듳뿍뮧뗄쿺쫛ꎬ웤쯻퓲춨맽럖쿺짌살췪돉ꆣ듳뿍뮧쫇횸쓇킩폐솬탸뗄듳닉릺뚩떥뗄뿍뮧ꆣ쯻쏇럇뎣뾴훘릩믵뗄놣횤ꎬ폐뫜잿뗄벼쫵쓜솦ꎬ뛔펦폃벼쫵짏뗄횧돖늻쏷쿔ꎬ폐쓜솦퓚늻춬뗄릩펦짌닺욷횮볤쟐뮻ꆣ퓚톡퓱릩펦짌뗄쪱뫲ꎬ볛룱뇈뷏럇뎣쏴룐ꆣ쇭췢튻샠쫇럖쿺짌ꎬ럖쿺짌믡뢺퓰쯹폐뿍뮧뗄냫떼쳥닺욷뗄컯쇷ꎬ늢횻쓜쿲뎧짌횱뷓뗄듳뿍뮧틔췢쿺쫛ꆣ헢킩뎧짌뾴훘뛌웚뗄릩믵뫍볛룱ꆣ뎧짌퓚릩믵볛룱짏ꎬ죃듳뿍뮧뫍럖쿺짌쓃쿠춬뗄ퟮ믝볛룱ꎬ살뇜쏢훐볤뗄쳗샻탐캪ꆣ럖쿺짌퓶횵늿럖훷튪뾿컯쇷ꆢ닺욷뿢듦뫍샻폃ퟔ짭쿺쫛쟾뗀뷸탐췆맣쿺쫛뗄퓶횵ꆣ뛔냫떼쳥듦뒢웷살쮵ꎬ럖쿺짌튻냣뚼늻뻟놸잿뗄벼쫵럾컱쓜솦ꆣ럖쿺짌쟾뗀늻쫴ꆣ NOR직듦뗄닺튵쳘뗣 듓틔짏뿉틔뾴돶ꎬ냫떼쳥듦뒢킾욬닺욷듓펲볾짏뾴틑뺭룟뛈뇪ힼ뮯ꎬ듓죭볾뫍럾컱짏ꎬ쒿잰쳡릩뗄뿍뮧뗄탨쟳튲럇뎣짙ꎬ룷뎧짌횮볤튲뫜짙닮틬ꆣ틲듋ꎬ냫떼쳥듦뒢웷쒿잰쫇튻훖죕폃욷(commodity)뗄쿺쫛ꆣ헢훖닺욷훐ꎬ룷뎧짌뗄캨튻탔쓑틔캬돖ꆣ죧춼17ꎬ듓량쯷냫떼쳥뛔쫐뎡퇐뺿뗄뗷닩훐짵훁랢쿖ꎬ폐킩직듦뎧짌놻쯹폐죋죏캪쫇짌욷뮯닺욷쳡릩헟ꆣ듓닠쏦랴펦쇋룃닺튵뗄죕폃욷뗄쳘뗣ꆣ 떫쫐뎡뗷닩놨룦ꎬNOR직듦뿍뮧쾣췻뎧짌늻뷶뷶쫇쳡릩듦뒢킾욬ꎬ뛸쫇룸쯻쏇쳡릩헻쳥뗄랽낸ꆣ죧맻뫍뇰뗄릫쮾붨솢튻룶킭춬쾵춳뗄뮯ꎬ붫폐뿉쓜룄짆쯻쏇뗄돉놾뷡릹ꎬ듸살볛횵ꆣ죧쳡룟훊솿ꎬ복짙럏욷싊ꆣ짏10놶뗄웴뚯쯙뛈쳡룟ꆢ놣쏜릦쓜뗈뗈ꎬ뚼쓜룸쯻쏇듸살뢽볓횵ꆣ 22
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺSpansion쓚늿쇏 춼?㜠₴ꋆꟉ첸붼폖떵쓊킳ꇈ쾿즵밠䙉䝕剅ㄷ??䵥浯特⁐牯癩摥爠噡汵攭䅤搠健牣数瑩潮⁓畲 癥? NOR직듦탐튵쫇냫떼쳥닺튵뗄튻룶훘튪럖횧ꆣ냫떼쳥닺튵쫇늻떫쫇튻룶벼쫵쏜벯ꆢ뷰쏜벯뗄닺튵ꎬ뛸쟒쫇튻룶맦쒣뺭볃뗄닺튵ꆣ붨솢튻쳵300mm뺧풲짺닺쿟듳풼탨튪25틚쏀풪ꎬ웤훐60ꎥꎭ70ꎥ춶폚짨놸ꎬ웤훐튻냫릺싲뚯솦짨놸ꆢ붨퓬뎧랿ꎬ쇭췢튻냫릺싲릤틕짨놸ꎬ헢킩뷰춶죫풼캪15틚쏀풪ꆣ헢킩짨놸탨튪퓚5쓪쓚헛뻉ꆣ샽죧펢쳘뛻퓚2007쓪뻍춶죫50틚쏀떽만뚨닺훐ꎬ틲듋헢룶탐튵ퟮ뫳쫇평뫋탄닺뗄돖폐헟좡샻죳ꎬ량쯷냫떼쳥뾪쪼춶12틚쏀풪ꎬ퓚죕놾붨솢튻ퟹ뺧풲뎧ꎬ룃뺧풲뎧볆뮮짺닺300mm뺧풲ꎬ볦죝65nm뫍45nm릤틕ꆣ뫋탄닺탨튪뢶돶룟낺뗄듺볛살믱좡ꎬ춶탨튪돁쎻듳솿놾ꆣ춶늻떫뻞듳ꎬ뛸쟒릤틕쇷돌룼탂뇈뷏뿬ꎬ닺뿬쯙헛뻉ꆣ펢쳘뛻50틚쏀풪뗄릤뎧춶퓚캴살뗄5쓪짺닺볆뮮훐ꎬ쎿쳬튪뫄럑3냙췲쏀풪ꆣ틲캪릤뎧뇘탫튪쎿쳬짺뎤5000떽10000룶뺧풲ꎬ쯹폐헟뺡솿죃짨놸좫쳬뫲퓋ꆣ죧듋뻞듳뗄닺쓜뫍춶늻쫇튻냣뗄릫쮾뿉틔돐쫜ꆣ2006쓪ꎬ짵훁쿱뗂훝틇웷헢퇹뗄릫쮾ꎬ뚼탻늼캴살뫍뫏ퟷ헟릲춬뾪랢45nm쿟뿭틔쿂뗄릤틕ꆣ뛸쟒쫐뎡뗄췋돶돉놾럇뎣룟ꎬ틲듋NOR직듦쫐뎡뗄닎폫헟캪쇋쟣쿲폚붵뗍볛룱ꎬ믱좡듳뗄쫐뎡럝뛮ꎬ쪵쿖맦쒣뺭볃ꎬ돤럖샻폃닺쓜ꎬ퓚닺헛뻉웚쓚뺡뿉쓜쪵쿖춶뗄볛횵ꆣ 퓚냫떼쳥듦뒢웷쫐뎡ꎬ평폚춻돶뗄맦쒣뺭볃뫍짌욷뮯닺욷뗄쳘뗣ꎬ탐튵뗄벯훐뛈럇뎣룟ꆣ퓚NOR직듦쇬폲ꎬퟮ듳뗄쯄쏻릩펦짌량쯷냫떼쳥햼쫐뎡럝뛮33%ꆢ펢쳘뛻 22%ꆢ죽탇뗧ퟓ햼13ꎥꆢ틢램냫떼쳥햼14ꎥꎬ틑뺭쫇쫐뎡죝솿뗄82%ꆣ틲듋헢쫇튻룶룟뛈벯훐닺튵ꎬ뛸쟒쿠뮥횮볤뗄럝뛮쎻폐쳘뇰듳뗄탼쫢ꆣ쪹뗃쫐뎡뺺헹룼캪벤쇒ꆣ06쓪틔살ꎬ쫐뎡닺쓜맽쪣ꎬ킾욬뗄욽뻹쫛볛돖탸쿂붵ꆣ퓚DRAM쇬폲ꎬ틔2008쓪뗚뛾벾뛈캪샽ꎬ죽탇뗧ퟓ햼뻝쇋%뗄쫐뎡럝뛮ꎬ몣솦쪿햼%ꎬ뛻뇘듯(Elpida,Hitachi뫍NEC뗄뫏릫쮾)햼%ꎬ쏀맢햼 23
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 %ꎬ잰쯄볒튲틑뺭햼뻝쇋쫐뎡뗄%ꎬ죧뇭3ꆣ퓚NAND직듦쇬폲ꎬ릩펦짌뗄럖늼룼캪벯훐ꎬ잰쯄캻릩펦짌짵훁햼떽쇋%ꎬ죧뇭4ꆣ 뇭?†㈰〷쓪훷튪DRAM쓚듦뎧짌쫐뎡럝뛮뇭 ??扬攳†䵡楮獴牥慭?䑒䅍?偲潶楤敲’⁍?慲步琠卨慲攠楮′〰㜠컄쿗살풴ꎺGartner, February 2008 뇭?†㈰〷쓪훷튪乁乄직듦뎧짌쫐뎡럝뛮뇭 呡扬攴??䵡楮獴牥慭⁎䅎䐠䙬慳栠偲潶楤’⁍敲慲?步琠卨慲攠컄쿗살풴ꎺiSuppli Corp, February 2008 듓틔짏쫽뻝컒쏇뿉틔뾴떽ꎬ죽탇뗧ퟓ컞싛퓚DRAM뮹쫇NAND직듦쇬폲ꎬ뚼쫇탐튵뗄쇬떼헟ꆣ죽탇뗧ퟓ릫뾪뗄쎽쳥탅쾢뇪쏷폐틢퓚2010쓪돉캪NOR직듦뗄쫐뎡쇬떼헟ꆣ폐벫듳맦쒣뗄짺닺쓜솦뫍쿈뷸뗄훆퓬릤틕ꆣ좫쏦뗄닺욷쿟ꎬ뿉틔닺짺짺닺맜샭랽쏦뗄킭춬킧펦ꎬ캪쇋웤햽싔쒿뇪ꎬ뗍볛쿺쫛쿷죵쇋좫탐튵뗄욽뻹쿺쫛볛룱ꆣ쒿잰죽탇뗧ퟓ뗄쫐뎡뇭쿖튲럇뎣솼뫃ꎬ2007쓪뗄쫐뎡럝뛮듓짏쓪뛈8ꎥ퓶뎤떽13ꎥꆣ2008쓪뮹퓚삩듳ꆣ 듓쒿잰쫐뎡살뾴ꎬ뗍볛닟싔틑뺭돉캪NOR직듦탐튵뺺헹뗄훷탽싉ꆣ 24
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 량쯷냫떼쳥릫쮾췢늿뮷뺳움맀킡뷡 룸뻝잰쏦뗄싛쫶ꎬ뛔량쯷냫떼쳥쯹뒦뗄췢늿뮷뺳ퟶ돶뇭5뗄ퟜ뷡ꆣ 뇭?†량쯷냫떼쳥릫쮾췢늿뮷뺳움맀뇭 呡扬攵??印慮獩潮⁉湣⁅硴敲湡氠䙡捴潲猠䕶慬畡瑩潮?뢳횵ꎺ1=럇뎣늻샻폚웳튵ꎻ5=럇뎣폐샻폚웳튵 맘볼췢늿틲쯘 – 믺폶 맘볼틲쯘 좨훘 움럖 볓좨럖 (1) 좫쟲헾훎쿠뛔컈뚨ꎬ짧믡횪쪶믽샛뛔듦뒢뗄탨쟳 4 퓶뎤ꎬ죋쏇짺믮랽쪽훐ꎬ틲캪짦벰횪쪶뗄퓶볓ꎬ뛔듦뒢탨쟳폐퓶컞복 (2) 쯦ퟅ뺭볃뗄랢햹ꎬ냼삨쫖믺ꆢ쫽싫쿠믺ꆢ틴샖능 5 럅웷ꆢ폎쾷믺뗈룶죋쫖돖짨놸돖탸퓶뎤 (3) 벼쫵퇝뷸ꎬ닺짺탂뗄뗧ퟓ닺욷짨놸뛔듦뒢웷닺짺 5 탂뗄탨쟳 (4) 춨톶뫍뮥솪췸펦폃벼쫵뗄랢햹ꎬ듸살쫽뻝뒫능볓 4 뿬ꎬ듦뒢놸럝퓶뛠ꎬ듸뚯듦뒢탨쟳퓚뗘샭짏뗄삩햹 (5) 룟쟥쫓욵ꆢ틴욵쇏뗄퓶볓뛔듦뒢뷩훊뗄탨쟳돉 4 놶퓶볓 (6) NOR직듦춬쪱뻟폐뗄뿉뾿탔ꆢ룟뗄뗧웸탔쓜ꎬ틔 3 벰쪹폃뗄랽뇣탔ꎬ쓑틔놻웤쯻듦뒢뷩훊쳦듺 (7) 냫떼쳥탐튵뛔쫐뎡퓶뎤뗄ힷ쟳ꎬ쪹뗃NOR직듦폐 4 럇뎣맣랺뗄뮥늹욷뗄뾪랢풴 맘볼췢늿틲쯘 – 췾킲 (1)좫쟲뺭볃퓚뺭샺죽쓪뿬쯙퓶뎤ꎬ쇹쓪퓶쯙돖탸퓶볓 2 뫳ꎬ듓2007쓪뾪쪼럅뮺ꎬ쿔쪾좫쟲뺭볃뷸죫욽뮺탂훜웚 (2) 쏀맺뷰죚몣킥틔벰좫쟲뺭볃쪧뫢ꎬ뷼웚뗄쓜풴쪳 2 욷볛룱듳럹뇤뮯ꎬ붵뗍뗄냫떼쳥탐튵뗄폐킧탨쟳 (3) 직듦닺욷쫇룟뛈뇪ힼ뮯뗄닺욷ꎬ쎻폐돊쿖뛠퇹탔 1 뗄죭볾닺욷뢽뫍ꎬ탐튵룟뛈벯훐ꎬ뺺헹벤쇒ꎬ믱샻쮮욽닮 (4) NOR직듦퓚뗍돉놾뗄펦폃닺욷훐ꎬ돶쿖놻 1 직듦쳦듺뗄쟷쫆ꆣ (5) NOR직듦닺욷뗄훆퓬돉놾햼뻝훘튪뗘캻ꎬ헢늿럖 2 돉놾폅쫆럇뎣틀삵릤틕뗄룄뷸ꆣ냫떼쳥탐튵릤틕룼탂뿬ꎬ춶뻞듳ꎬ럧쿕룟 킡볆 25
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 ퟜ쳥살쮵ꎬ냫떼쳥듦뒢탐튵헻쳥탨쟳돖탸퓶뎤ꎬ닺욷볛룱탨쟳떯탔킡ꎬ튻냣췢늿뮷뺳뛔NOR직듦탐튵뗄릫쮾쫇폐샻뗄ꎬNOR직듦릫쮾늢늻탨튪틲캪췢늿뮷뺳뷸탐늻쿠맘뛠풪뮯뗄뺭펪ꆣ떫닺튵맦쒣킧펦뫍톧쾰쟺쿟쏷쿔ꎬ닺튵벯훐돌뛈룟ꎬ닺튵쓚늿뺺헹벤쇒ꎬ릫쮾퓚훆뚨랢햹햽싔쪱뫲탨튪돤럖뾼싇헢킩틲쯘ꆣ 26
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚쯄헂 량쯷냫떼쳥릫쮾뗄웳튵ힴ뿶 량쯷냫떼쳥쫇좫쟲NOR직듦ퟮ듳뗄릩펦짌ꎬ쫇탐튵뗄쇬떼헟ꆣ릫쮾뗄럖횧믺릹뇩늼좫쟲ꎬ죧춼18ꎬ믽벫닎폫좫쟲뗄뺺헹ꆣ 컄쿗살풴ꎺSpansion췸햾 춼?㠠볌ꯋ?㈰〸쓪좫쟲럖횧믺릹럖늼춼?䙉䝕剅ㄸ??印慮獩潮⁉湣⁂牡湣栠楮′〰㠠 릫쮾뗄풸뺰쫇훂솦폚돉캪튻볒뛀뻟쳘즫뗄직듦릩펦짌ꆣ량쯷냫떼쳥뗄샭쿫쫇췪좫훘쯜직듦튵뗄뚨틥ꎬ듓벼쫵ꆢ닺욷ꆢ뷢뻶랽낸떽뿍뮧뗄맘쾵짏ꎬ좫쏦뒴퓬헦헽뗄볛횵ꎬ솦쟳ퟮ룟뗄뿍뮧싺틢뛈ꆣ훂솦폚폅뮯퓋펪맜샭쮮욽ꆢ쳡룟훆퓬쓜솦ꎬ룼룟킧뗘싺ퟣ뿍뮧탨쟳ꆣ 량쯷냫떼쳥릫쮾뗄뫋탄샻벼쫵 량쯷냫떼쳥펵폐직듦뷡릹뗄샻벼쫵MirrorBitꆣ룃벼쫵뛔량쯷냫떼쳥쒿잰뻟폐뗄뺺헹폅쫆폐럇뎣훘튪뗄릱쿗ꆣ2007쓪ꎬ믹폚MirrorBit벼쫵뗄직듦햼량쯷냫떼쳥돶믵솿뗄2/3ퟳ폒ꎬ뛸쟒헢룶뇈샽퓚훰쓪쳡룟ꆣ MirrorBit벼쫵살ퟔ틔즫쇐릫쮾주뢣NROM듦뒢벼쫵ꆣ주뢣쫇튻볒쓉쮹듯뿋짏쫐뗄틔즫 27
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쇐릫쮾ꎬ릫쮾훷튪튵컱쫇쳡릩뷡돉뗧슷뗄탭뿉쫚좨튵컱ꆣMirrorBit벼쫵쫇쿠뛔뒫춳뢡햤뷡릹뗄떥뗧욽듦뒢떥풪(single-level cell, SLC)뫍뛠뗧욽듦뒢떥풪(multi-level cell, MLC) 듦퓚ퟅ놾훊뗄쟸뇰ꎬ쫇룼룟벶뗄믹뒡벼쫵ꆣMirrorBit벼쫵뿉틔춨맽퓚튻룶듦뒢떥풪뗄솽닠듦뒢솽룶퓚컯샭짏뷘좻늻춬뗄쫽뻝캻ꎬ듦뒢떥풪훐뗄쎿룶쫽뻝캻뚼뿉틔돤떱튻룶뛾뷸훆쫽뻝떥풪ꎨ샽죧1믲0ꎩꎬ놻횱뷓펳짤떽듦뒢헳쇐ꆣ 틲캪닉폃쇋뛔돆뗄듦뒢떥풪뫍뻸풵뗄듦뒢웷볾ꎬMirrorBit벼쫵뿉틔쪹폃튻룶볲뇣ꆢ폐킧뗄듦뒢헳쇐ꆣ헢훖헳쇐짨볆뿉틔듳듳볲뮯쇋짨놸뗄듦뒢뷡릹뫍훆퓬쇷돌ꎬ (1) 복짙뾪랢뫍짺닺뗄쓑뛈ꎬ룃벼쫵듳룅뿉틔복짙40%짺닺맽돌훐뗄뢴퓓뒦샭ꆣ복킡쇋짺닺맽돌훐듃뗄쏴룐탔ꎬ듳듳쳡룟닺욷뗄돉욷싊ꆢ훊솿뫍닺솿ꆣ듳풼뿉틔뇈MLC돉욷싊룟30%ꆣ(2) 틲캪쇷쮮쿟룄뷸ꎬ뿉틔뇈MLC직듦쳡룟10%ퟳ폒뺧풲닺돶싊ꎬퟮ훕캪뿍뮧듸살튵뷧탔볛뇈ퟮ룟뗄NOR직듦닺욷ꆣ 뛔듦뒢떥풪튻닠뗄뛁좡믲뇠돌닙ퟷ폫룃떥풪쇭췢튻닠듦뒢뗄쫽뻝췪좫컞맘ꆣ틲듋ꎬMirrorBit벼쫵뿉틔캪컞쿟뫍잶죫쪽쫐뎡쳡릩돶즫뗄뛁킴탔쓜ꆣMirrorBit벼쫵닺욷쿖퓚맣랺펦폃퓚 * 틆뚯뗧뮰뫍럤컑뗧뮰 * 훇쓜뗧뮰뫍PDA * 믺뚥뫐뫍DVR * DVD능럅웷뫍슼쿱믺 * 췸싧뫍뗧탅짨놸 * 듲펡믺뫍훜뇟짨놸 * 웻뎵떼몽 * 폎쾷쾵춳 * 릤튵뫍잶죫쪽펦폃 캪럼컞쿟짨볆폅뮯뗄뗚뛾듺mirrorbit벼쫵횧돖튵뷧ퟮ룟뗄탔볛뇈ꎬퟮ뛠뗄쳘탔뫍NOR직듦ퟮ룟죝솿ꆣ헢훖랽낸쳡릩릦쓜럡뢻닺욷튻퇹뗄뛁킴닙ퟷꆢ룟쫽뻝췌췂싊뗄춻랢쒣쪽뷓뿚ꆢ쿈뷸뗄볓쏜놣뮤튳쏦뫍쳘뇰뗍뗄릦뫄ꆣ량쯷뗄CEO퓚뛔쎽쳥뷩짜쪱쳡떽ꎬ뗚뛾듺뗄mirrorbit벼쫵죃뿍뮧듓MLC 뢡햤벼쫵뗄탔볛뇈뗄룹놾쿞훆뷢췑돶살ꆣMirrorbit퓚2001쓪뮹횻쫇쫩쏦뗄맦룱ꎬ떫횻폃쇋죽쓪뫍솽듺뗄벼쫵랢햹뻍듯떽쇋뢡햤벼쫵7쓪쯄듺벼쫵랢햹듯떽뗄랽낸ꆣ 2008쓪3퓂ꎬ량쯷릫쮾뫏늢쇋주뢣릫쮾ꆣ주뢣릫쮾쎿막뮻좡량쯷냫떼쳥막ꎬ늢믱뗃$쿖뷰늹뎥뫳ꎬ주뢣돉캪량쯷뗄좫ퟓ릫쮾ꆣ헢쿮뻙듫뿉틔삩햹릫쮾뗄닺욷쿟ꎬ늢뷸죫벼쫵탭뿉쫚좨튵컱ꆣ량쯷냫떼쳥ퟔ2002쓪틔살뻍뾪쪼듓주뢣탭뿉NROM IP쫚좨ꎬ헢훖벼쫵쒿잰틑뺭햼떽1/4NOR직듦뗄쫐뎡ꎬ주뢣튲튻횱캪릫쮾쳡릩짨볆럾컱ꎬ냼삨돉릦뾪랢쇋MirrorBit Quad뫍SPI쾵쇐닺욷ꆣ뫏늢횮뫳ꎬ릫쮾쓜샻폃주뢣릫쮾150폠캻벼쫵짨볆죋닅 28
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 볓뿬릫쮾뾪랢쿂튻듺닺욷ꎬ쿖퓚룶릫쮾펵폐뎬맽냼삨NROM퓚쓚뗄3000벼쫵샻ꆣ릫쮾뿉틔샻폃쿖퓚믱뗃뗄벼쫵쓜솦뫍폅쫆ꎬ췘햹떽웤쯻쇬폲ꎬ쪵쿖뛠풪뮯ꎬ뒴퓬탂볛횵ꆣ릫쮾뚨캻퓚퓶뎤뗄캪쫽뻝폅뮯뗄듦뒢탨쟳ꎬ쳡릩룟죝솿ꎬ뗍돉놾ꆢ뛠릦쓜웷볾ꆣ뾪랢MirrorBit ORNAND, MirrorBit Quad, MirrorBit Eclipse and MirrorBit ORNAND2쾵쇐닺욷ꆣ 량쯷냫떼쳥릫쮾뗄훆퓬벼쫵뫍쓜솦 뺧풲훆퓬벼쫵뫍쓜솦 량쯷냫떼쳥퓚놱쏀벰퇇훞뗘쟸펵폐쫀뷧튻쇷뗄훆퓬짨쪩ꎬ릫쮾쿖퓚펵폐튻룶퇐랢탍뺧풲훆퓬뎧ꎬ벴퇇캢쏗벼쫵뾪랢훐탄ꎬ틔벰죽룶짺닺탍뺧풲훆퓬뎧ꆣ듋췢ꎬ릫쮾뮹뫍첨믽뗧폫훐킾맺볊듺릤뎧잩폐뫏ퟷ킭틩ꆣ2008쓪8퓂ꎬ훐킾맺볊뫍량쯷냫떼쳥뫏ퟷ삩햹퓚300mm뺧풲43nm뗄릤틕ꆣ 퇇캢쏗벼쫵뾪랢훐탄 (SDC) Submicron Development Center캻폚볓훝즣쓡캤뛻뗄퇇캢쏗벼쫵뾪랢훐탄샻폃튻킩ퟮ쿈뷸뗄냫떼쳥훆퓬짨놸ꎬ훂솦폚횧돖쿈뷸뗄훆돌벼쫵뫍퇐랢ꆣ쇭췢ꎬSDC헽퓚폫훷튪뗄훆퓬뎧햹뾪쏜쟐뫏ퟷꎬ틔좷놣훆돌벼쫵욽컈뗘죫솿닺ꆣ Fab 25 Fab 25Fab 25릤뎧쫇뗂훝냂쮹뚡ꆣ틔 120,000뛠욽랽펢돟뗄튻벶뺻쫒뎵볤캪틀췐ꎬFab 25릤뎧뢺퓰짺닺닉폃Spansionퟮ쿈뷸뗄65nm벰90nm훆돌뗄MirrorBit® 직듦뷢뻶랽낸ꎬ틔벰90nm훆돌뗄 MirrorBit® Quad듦뒢웷뷢뻶랽낸ꆣ Spansion SP1 SP1 facilitiesSP1 쫇Spansion돉캪뛀솢뗄릫쮾틔살탋붨뗄뗚튻ퟹ뺧풲훆퓬뎧ꎬ틲듋놻돆캪SP1믲Spansion OneꆣSP1릤뎧ퟸ실퓚죕놾믡뷲죴쯉쫐ꎬ뾿뷼Spansion JV3 뺧풲훆퓬뎧ꆣퟷ캪Spansion뗄쫗룶300mm뺧풲훆퓬릤뎧ꎬSP1릤뎧횼퓚춨맽돤럖샻폃룼듳뗄뺧풲쏦믽ꎨ쒿잰탭뛠뺧풲훆퓬뎧뮹퓚쪹폃200mm뺧풲ꎩ붵뗍훆퓬돉놾ꆣ쒿잰ꎬ룃릤뎧틑뺭뾪쪼짺닺65nm뗄MirrorBit® 닺욷ꎬ좻뫳퓚2008쓪쓪훐붫맽뛉떽45nm훆돌ꆣ Spansion JV3 29
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 JV3 facilityJV3릤뎧캻폚죕놾믡뷲죴쯉쫐ꎬ쫇Spansion닉폃싁뷰쫴쓚닣벼쫵훆퓬 110 nm닺욷뗄훷튪릤뎧ꆣ룃뎧춬쪱뮹짺닺웤쯻떱잰벰풭폐닺욷ꆣJV3쫇퓚AMD폫뢻쪿춨뫏웚볤붨돉뗄ꎬ펵폐뷼118,000욽랽펢돟뗄튻벶뺻쫒뎵볤ꆣ ퟩힰꆢ닢쫔ꆢ듲뇪벰럢ힰ믹뗘 량쯷냫떼쳥ퟮ훕훆퓬튵컱ꎨFMOꎩ훂솦폚캪뿍뮧쳡릩췪헻뗄직듦럢ힰ뷢뻶랽낸ꆣ돽쇋럢ힰ벼쫵뗄퇐랢ꆢ럢ힰ짨볆뫍럢ힰ훆돌뾪랢틔췢ꎬFMO뮹뷸탐뿉뾿탔닢쫔ꎬ듓쫂ퟩힰꆢ닢쫔ꆢ듲뇪벰럢ힰ훆퓬뫍뿍뮧릩믵뗈튵컱ꆣ량쯷냫떼쳥FMO퓚퇇훞짨폐쯄룶쿈뷸뗄릤뎧ꎬ쯼쏇뚼엤놸쇋ퟮ쿈뷸뗄럢ힰ뫍ퟩힰ짨놸ꆣ z 싼마ꎨ첩맺ꎩ 첩맺릤뎧펵폐붫뷼1300쏻풱릤ꎬ캻폚Nonthaburiꎬ뾿뷼돇쫐훐탄뫍믺뎡ꆣ헢룶훆퓬릤뎧틑뺭춨맽쇋 ISO 9001:2000뫍ISO/TS 16949:2002틔벰ISO 14001뫍OHSAS 18001뇪ힼ죏횤ꎬ쒿잰쫇뚫쓏퇇뗘쟸ퟮ쿖듺뮯뗄짺닺훐탄횮튻ꆣ 싼마릤뎧짨폐튻룶풱릤랢햹훐탄ꆣ퓚헢샯ꎬ풱릤닎폫쇋췪좫솬탸쇷돌룄뷸ꎨTCPIꎩ볆뮮ꎬ샽죧춳볆쇷돌뿘훆ꎨSPCꎩ볠뿘ꎬ틔좷놣쪵쪱뗄쇷돌뿘훆ꆣ릤뎧뗄훷튪튵컱냼삨ꎺ * MCPꆢFBGAꆢTSOPꆢPLCC뫍SOIC럢ힰ뗄룟닺솿훆퓬 * Spansion뗄ퟩힰꆢ닢쫔ꆢ듲뇪벰럢ힰ믹뗘 * 컯쇏맦뮮 * 뿍뮧횧돖 z 돇ꎨ십살컷퇇ꎩ 돇릤뎧펵폐500뛠쏻풱릤틔벰쯄ퟹ듳슥ꎬ캻폚튻룶뾿뷼맺볊믺뎡뗄룟뿆벼뗧웸뫍뗧ퟓ훆퓬훐탄뗄뫋탄캻훃ꆣ돇릤뎧틑춨맽쇋ISO 9001:2000뫍ISO/TS 16949:2002틔벰ISO 14001뫍 OHSAS 18001뇪ힼ죏횤ꆣ쯼뗄훷튪튵컱냼삨ꎺ * 샻폃틽쿟뷓뫏뫍C4떹ힰ뺧욬훆돌ꎬ붫룟벶뛠킾욬닺욷ꎨMCPꎩퟩힰ떽럢ힰ훐 * Spansion뗄ퟩힰꆢ닢쫔ꆢ듲뇪벰럢ힰ믹뗘 * KGD뗄닢쫔뫍럢ힰ * 뿍뮧횧돖 z 벪슡웂ꎨ십살컷퇇ꎩ 벪슡웂릤뎧펵폐듳풼800쏻풱릤ꎬ캻폚벪슡웂쫐틔컷25릫샯ꎬ뻠샫벪슡웂맺볊믺뎡듳풼30럖훓뎵돌ꆣ헢볒뢺퓰ퟩힰꆢ닢쫔ꆢ뇪볇뫍럢ힰ뗄릤뎧닉폃볓틽쿟럢ힰ훆퓬Spansion직 30
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 듦닺욷ꆣ쯼틑춨맽쇋ISO 9001:2000ꆢISO/TS 16949:2002틔벰ISO 14001뫍OHSAS 18001뇪ힼ죏횤ꆣ웤훷튪튵컱냼삨ꎺ * TSOPꆢPLCCꆢSOIC럢ힰ뗄룟닺솿훆퓬 * Spansion뗄ퟩힰꆢ닢쫔ꆢ듲뇪벰럢ힰ믹뗘 * 뿍뮧횧돖 z 쯕훝ꎨ훐맺ꎩ 쯕훝릤뎧펵폐900뛠쏻풱릤ꎬ캻폚쯕훝릤튵풰쟸ꆣ듓1998쓪뾪쪼펪튵ꎬ쫇떱쪱AMD춶탋냬뗄릤뎧ꆣ룃릤뎧틑뺭춨맽쇋ISO 9001:2000뫍ISO/TS 16949:2002틔벰ISO 14001뫍OHSAS 18001뇪ힼ죏횤ꆣ량쯷냫떼쳥퓚쯕훝짨솢쇋MCP뾪랢훐탄ꆣ룃훐탄훂솦폚뾪랢쿂튻듺뛠킾욬닺욷벼쫵ꆣ쯼뗄쒿뇪쫇퓚튻훜쓚붫직듦킾욬훆퓬돉MCP퇹욬ꆣ쯼뗄훷튪튵컱냼삨ꎺ * MCP럢ힰ뾪랢 * MCPꆢFBGA뫍TSOP럢ힰ뗄룟닺솿훆퓬 * Spansion뗄ퟩힰꆢ닢쫔ꆢ듲뇪벰럢ힰ믹뗘 * 뿍뮧횧돖 ퟔ뚯뺫좷짺닺벼쫵 Spansion뗄뺧풲훆퓬뎧닉폃쇋AMD릫쮾랢쏷뗄ퟔ뚯뺫좷짺닺벼쫵ꎬ틔뇣톸쯙ꆢ뺭볃뗘붫탂뗄벼쫵췆쿲쫐뎡ꆣퟔ뚯뺫좷짺닺냼몬뎬맽300훖평AMD뾪랢뗄릤뎧ퟔ뚯뮯ꆢ폅뮯뫍쪵쪱쫽뻝럖컶벼쫵ꎬ쯼쏇뿉틔쯵뛌붫탂벼쫵펦폃폚짺닺뗄쪱볤뫍붵뗍훆퓬돉놾ꆣퟔ뚯뺫좷짺닺벼쫵뛀쳘횮뒦퓚폚ꎬ떱뺧풲퓚헻룶릤뎧훐훰붥놻훆퓬돉닺욷뗄맽돌훐ꎬ쯼쏇믡뺭맽튻쾵쇐뗄릤뻟ꆣ쎿룶릤뻟뚼믡룹뻝평훆돌벼쫵췅뛓뾪랢뗄볆뮮뛔뺧풲뷸탐뒦샭ꆣAPM뗄뛀쳘횮뒦퓚폚죎뫎릤뻟뚼뿉틔룹뻝쯼듓릤뎧훐뗄웤쯻릤뻟쫕떽뗄탅쾢ꎬ뗷헻폃폚뒦샭쯼쯹폶떽뗄뺧풲뗄랽램ꆣ춨맽헢킩캢킡뗄떫쫇맘볼뗄볆뮮뗷헻ꎬAPM뻶닟죭볾뿉ퟮ듳쿞뛈뗘쳡룟쎿룶뺧풲뗄솼욷싊ꎬ춬쪱폅뮯ퟮ훕닺욷뗄탔쓜ꆣ헢룶쇷돌뮹뿉틔붵뗍럏욷싊뫍돉놾ꆣ 닉폃ퟔ뚯뺫좷짺닺벼쫵뗄량쯷릫쮾Fab 25평튻룶ꆰ훐쫠짱뺭쾵춳ꆱ맜샭ꆣ쯼죃량쯷릫쮾뿉틔ퟮ듳쿞뛈뗘쳡룟훊솿뫍킧싊ꎬ죃컒쏇뿉틔퓚늻복싽짺닺쯙뛈뗄쟩뿶쿂톸쯙ꆢ솬탸뗘룄뷸닺욷ꆣ춨맽붵뗍훆퓬돉놾뫍쳡룟닺욷탔쓜ꎬ량쯷릫쮾쓜릻틔벫뻟컼틽솦뗄볛룱캪뿍뮧쳡릩룟탔쓜뗄뷢뻶랽낸ꆣ틲캪릫쮾뿉틔톸쯙뗘퓚릤뎧쓚늿뗷헻닺욷뫍닺욷뗄릤ퟷ랽쪽ꎬ쯹틔릫쮾뿉틔뷴쏜뗘붫짺닺뫍뿍뮧뗄릩펦솴탨쟳뷡뫏떽튻웰ꆣ릫쮾쯹닉폃뗄햽싔뫍뒫춳랽쪽횮볤ퟮ쏷쿔뗄쟸뇰퓚폚ퟔ뚯뺫좷짺닺뗄죽룶뫋탄ퟔ뚯뮯쾵춳훐벯돉뗄훇쓜ꎺ벯돉짺닺뗷뛈ꆢ룟벶쇷돌뿘훆뫍솼욷싊맜샭쾵춳ꆣ 31
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 량쯷냫떼쳥릫쮾쿖폐뗄짌튵쒣쪽 컄쿗살풴ꎺ룹뻝릫쮾쓚늿쇏헻샭 춼?㤠₷짋볌ꯋ뻉쳒뗄ꏊ뷍밠䙉䝕剅ㄹ†印慮獩潮?䥮挠Business Model 짌튵쒣쪽쯹짦벰떽뗄훷튪쫇쯹닉폃뗄햽싔뗄”쫕죫ꎭ돉놾ꎭ샻죳”뗄뺭볃톧컊쳢ꆣ량쯷릫쮾뗄짌튵쒣쪽죧춼19ꎬ쫇샻폃샻벼쫵MirrorBitꎬ쪵쿖닺욷뗄뗍볛살좡샻죳ꆣ춬쪱삩듳쫐뎡럝뛮ꎬ돤럖샻폃뺧풲뎧뗄닺쓜ꎬ좡뗃맦쒣뺭볃킧틦ꎬ릮만뗍볛폅쫆ꆣ샻폃룟샻죳뫍솼뫃뗄춶믘놨컼틽탂퓶볓춶ꎬ놣횤뺧풲뎧릤틕뫍짨놸뗄뺺헹솦ꆣ뇈뷏룟뗄샻죳뿉틔캬돖샻벼쫵뗄뷸튻늽뾪랢ꆣ쇭췢춨맽샻벼쫵뗄쫚좨뫍펦폃떽웤쯻쇬폲ꎬ죧볓쏜쫖믺펦폃ꎬ튲뿉틔믱뗃믘놨ꆣ룃벼쫵쓜릻붫돌탲뫍폃뮧펦폃쫽뻝듦뒢퓚춳튻킾욬쓚ꎬ냯훺뿍뮧쪵쿖룼뛠릦쓜뫍뒴탂ꎬ믱뗃웤닉폃ꎬ뷸튻늽삩듳쫐뎡럝뛮ꎬ듯떽릫쮾퓋ퟷ뗄솼탔톭뮷ꆣ 량쯷냫떼쳥릫쮾뗄튵컱ힴ뿶 릫쮾쿖퓚튵컱훷튪쫇냫떼쳥킾욬짨볆ꆢ짺닺ꆢ쿺쫛ꆣ닺욷쿺쫛럖쯄룶튵컱늿쏅컞쿟펦폃 32
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 늿쏅(Wireless Solution Division,WSD)ꆢ잶죫쪽펦폃늿쏅(Commercial Setup box Industry Division,CSID)뫍쎽쳥듦뒢늿쏅(Media Storage Division, MSD)ꎬ틔벰낲좫룟벶벼쫵늿쏅(Security Advance Technology Division)ꆣ 릫쮾돉솢틔살ꎬ샺쓪뗄쿺쫛쟩뿶죧뇭6ꆣ퓚2003쓪ꎬ뛔닆쓪죕샺쪱볤폐맽뗷헻ꆣ 뇭?†량쯷냫떼쳥릫쮾샺쪷쿺쫛쫕죫뇭 呡扬收†印慮獩潮’猠剥癥牮略⁒散潲敤渠周攠偡獴?2003쓪뫳9틔K$캪떥캻 2007쓪 2006쓪 2005쓪 2004쓪 룶퓂 2003쓪 2002쓪 쿺쫛쫕죫 2,500,813 2,579,2742,002,8052,262,2271,193,212961,950 816,183 뗚튻벾뛈쿺쫛628,000562,000 433,000 뗚쯄벾뛈쿺쫛 653,000 687,000 592,000487,000 *힢ꎺ2003쓪틔잰쪵탐듓죕샺4퓂1죕떽듎쓪3퓂31죕캪튻훜웚뗄닆쓪ꆣ횮뫳뗷헻캪1퓂1죕떽12퓂31죕뗄닆쓪ꆣ 컄쿗살풴ꎺSpansion Annual Report 캪쇋랽뇣뇈뷏ꎬ탨튪폃쿠춬뗄놨룦훜웚뷸탐뇈뷏ꆣ틲캪좱랦풭쪼쇏ꎬ뛔2002쓪ꆢ2003쓪12퓂30죕뷡쫸뗄닆쓪놨룦훜웚쿺쫛쫕죫뷸탐맀쯣ꆣ맀쯣뗄랽램쫇룹뻝2005ꆢ2006ꆢ2007쓪뗚튻벾뛈퓚닆쓪훐쿺쫛쫕죫뇈샽뗄욽뻹횵살맀쯣샺쪷짏룃벾뛈뗄쿺쫛쫕죫뇈샽ꎬ룹뻝2004ꆢ2005ꆢ2006ꆢ2007쓪뗚쯄벾뛈퓚닆쓪훐쿺쫛쫕죫뇈샽뗄욽뻹횵살맀쯣샺쪷짏룃벾뛈뗄쿺쫛쫕죫뇈샽ꆣ 뗚튻벾뛈쿺쫛뇈샽맀볆횵: r1 = (628000ꇂ2500813+562000ꇂ2579274+433000ꇂ2002805)ꇂ3 = 뗚쯄벾뛈쿺쫛뇈샽맀볆횵 r4 = (653000ꇂ2500813+687000ꇂ2579274+592000ꇂ2002805+487000ꇂ2262227)ꇂ4 = 맀볆2003쓪12퓂30죕뷡쫸뗄뗄놨룦웚쓚ꎬ쿺쫛쫕죫 R 1= 1193211ꇂ() = 1545610 맀볆2002쓪12퓂30죕벼쫵뗄놨룦웚쓚ꎬ쿺쫛쫕죫 R2= (816183-R1ꇁ爱?ꇂ(1-r1) = 600756 룹뻝짏쫶쿟탔닥횵맀볆뗄랽램ꎬ붫릫쮾쿺쫛쫕죫뗷헻캪춳튻뗄죕샺쓪캪닆쓪뗄쿺쫛쫕죫ꎬ죧뇭7ꆣ 뇭?†량쯷냫떼쳥릫쮾뗷헻뫳쿺쫛쫕죫뇭 呡扬攷†䅤橵獴敤?印慮獩潮‘猠?剥癥牮略⁒散潲敤渠周攠偡獴?틔K$캪떥캻 2007쓪 2006쓪 2005쓪 2004쓪 2003쓪*2002쓪* 쿺쫛쫕죫 2,500,813 2,579,2742,002,8052,262,2271,193,212 816,183 *힢ꎺ2003쓪틔잰쪵탐듓죕샺4퓂1죕떽듎쓪3퓂31죕캪튻훜웚뗄닆쓪ꆣ횮뫳뗷헻캪1퓂1죕떽12퓂31죕뗄닆쓪ꆣ놾쫽뻝룹뻝쓪놨쫽뻝뷸탐맀볆ꆣ 컄쿗살풴ꎺSpansion Annual Report 33
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쿺쫛쫕죫쏨돉쟺쿟춼ꎬ죧춼20ꆣ 컄쿗살풴:Spansion쇏헻샭 춼?〠₷짋볌ꯋ뻀醙響?허밠䙉䝕剅㈰†印慮獩潮?䥮挠剥癥牮? ? 2007쓪뫍2008쓪짏냫쓪ꎬ룷튵컱늿쏅뗄쿺쫛쫕죫죧춼21쯹쪾ꎬMSD늿쏅튵컱솿ퟮ킡ꎬCSID늿쏅튵컱폐컈뚨퓶뎤뗄쟷쫆ꆣ 컄쿗살풴:Spansion쇏헻샭 춼?ㄠ₷짋볌ꯋ뺰뒲뿃엏響?허밠䙉䝕剅㈱??印慮獩潮⁉湣⁒敶敲湵?⁂礠䑩癩 獩潮? 34
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 춼22쿔쪾쇋릫쮾2007쓪퓚퇐랢랽쏦뗄춶죫ꎬ듓춼훐뿉틔뾴돶ꎬ릫쮾뗄퇐랢춶죫풶뷏뺺헹뛔쫖죽탇뗧ퟓ릫쮾뗄7-9%쿺쫛뇈룟ꆣ 컄쿗살풴:Spansion쇏헻샭 춼㈲†량쯷냫떼쳥릫쮾퇐랢쿺쫛뇈춼?䙉䝕剅㈲??印慮獩潮⁉湣⁒♄猠剥癥牮 略 듓쫽뻝뿉틔뾴돶ꎬ릫쮾ퟜ쳥펪쫕뛠쓪엇뮲퓚22틚쏀풪뢽뷼ꎬ튻횱쎻폐듳뗄뇤뮯ꎬ퓚2005쓪뫍2007쓪쿠뛔짏쓪짵훁돶쿖복짙뗄쿖쿳ꆣ뫍헻룶듦뒢쫐뎡뗄랢햹늢늻쿠돆ꆣ릫쮾뗄풶뺰쒿뇪쫇훘탂뚨틥직듦릤튵ꎬ춨맽캪뿍뮧쳡릩뒴탂뗄랽낸살쪵쿖뢽볓횵ꆣ듓AMD뫍뢻쪿춨뫏붨솢릫쮾뗄2003쓪뾪쪼ꎬ떽쿖퓚ꎬ릫쮾뗄훷튪닺욷죔좻쫇NOR직듦ꎬ늢쎻폐쳥쿖릫쮾쳡릩뒴탂랽낸뗄쒿뇪ꆣ뛸ퟔ듓2005쓪릫쮾뾪쪼맒없짏쫐틔살ꎬ릫쮾뗄막욱볛룱틑뺭쿂뗸떽ퟮ뗍1쏀풪뛠튻뗣쇋ꆣ틲듋듓릫쮾룷쿠맘샻틦헟ꎬ막뚫ꆢ풱릤뫍맜샭닣살쮵뚼럇뎣탨튪쪵쿖릫쮾튵컱뗄퓶뎤살쪵쿖믹놾뗄샻틦ꆣ릫쮾훷튪듓쫂튵컱뗄NOR직듦쫐뎡폐캮쯵뗄쟷쫆ꎬ쫐뎡듓쒿잰릫쮾뗄닺욷뷡릹뫍쫐뎡뺺헹뷡릹살쮵ꎬ릫쮾늢쎻폐뫜듳뗄믺믡뿉틔쪵쿖쿺쫛쫕죫뗄퓶뎤ꆣ틲듋ꎬ춨맽뛠풪뮯살쪵쿖튵컱뗄퓶뎤쫇뿉틔튻훖톡퓱ꆣ 량쯷냫떼쳥릫쮾뗄닆컱ힴ뿶 량쯷냫떼쳥릫쮾쿺쫛닺욷NOR직듦뗄볛룱ꎬ평폚뺺헹뫍릩쟳맘쾵뇤뮯뷏듳ꎬ뢴뫏욽뻹쿺쫛볛룱(Blended Average Sale Price)뷼쓪살돊쿖ퟟ뗍뗄쟷쫆ꎬ뇈뷏룟뗄퓋펪럑폃떼훂릫쮾닆컱ힴ뿶늢늻솼뫃ꎬ볻춼23ꆣ 35
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴:Spansion쇏헻샭 춼㈳†량쯷냫떼쳥릫쮾퓋펪닆컱ힴ뿶춼 䙉䝕剅㈳??印慮獩潮⁉湣⁏灥牡瑩潮⁆楮 慮捥 뷘훁2008쓪뗚뛾벾뛈ꎬ릫쮾뗄훷튪닺뢺햮죧춼ꆣ캴살뗄뎥햮쓜솦훷튪살풴폚뺭펪닺짺뗄쿖뷰쇷ꎬ퓌님ퟅ뷏듳뗄럧쿕ꎬ볻뇭8ꆣ 뇭?†량쯷냫떼쳥릫쮾맘볼닺뢺햮뇭 呡扬攸†印慮獩潮?䭥礠䅳獥獴? 컄쿗살풴:Spansion쇏헻샭 36
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 2007쓪뛈뷡쫸쪱뫲ꎬ릫쮾ퟜ닺캪ꎬ3815645K$ꎬ막뚫좨틦캪1632448K$ꆣ릫쮾쯙뚯닺캪415742K$ꎬ쇷뚯닺999611K$ꎬ쇷뚯뢺햮860114$ꎬ만뚨닺2363013K$ꎬ욽뻹듦믵풼캪583869K$ꆣ떱쓪쿺쫛쫕죫캪2500813K$ꎬ쿺쫛돉놾2065143K$ꎬ퓋펪뿷쯰240432K$ꎬ뺻뿷쯰263496K$ꆣ 량쯷냫떼쳥뗄훷튪닆컱횸뇪쫽뻝죧뇭9ꆣ 뇭?†량쯷냫떼쳥릫쮾훷튪닆컱횸뇪뇭 呡扬改??印慮獩潮⁋敹⁆楮慮捥⁆慣瑯牳?뎥햮쓜솦럖컶 쯙뚯뇈싊 % 쇷뚯뇈싊% 놾뷡릹럖컶 막뚫좨틦뇈싊 % 닺뢺햮뇈싊 % 놾뢺햮뇈싊 % 뺭펪킧싊럖컶 듦믵훜싊 만뚨닺훜싊 ퟜ닺훜싊 훷펪튵컱쫕죫퓶뎤싊% 펯샻쓜솦럖컶 쿺쫛쎫샻싊 % 펪튵샻죳싊 % 닺쫕틦싊 % 뺻닺쫕틦싊 % 듓틔짏뿉틔뾴돶릫쮾캴살뗄뎥햮쓜솦튻횱틔살뚼틀삵뺭펪닺짺뗄쿖뷰쇷ꎬ뛸쟒릫쮾놾뢺햮싊룟ꎬ릫쮾퓋ퟷ럑폃뫜룟ꆣ펯샻ힴ뿶뇈뷏닮ꆣ 량쯷냫떼쳥릫쮾뷼웚뗄훘듳뺭펪뻙듫폫삧뺳 (1) 뷼웚훘듳뺭펪뻙듫 량쯷냫떼쳥ퟮ뷼뗄뺭펪믮뚯냼삨듳럹퓶볓튻킩놾뾪횧ꎬ늢뒦훃튻킩럇짺닺탔닺ꎬ뫍퓚퓋펪짏쟸폲훘뗣뗄뗷헻ꆣ2006쓪ꎬ량쯷냫떼쳥퓚뾪쪼퓚죕놾춶붨솢NOR직듦튵뷧뗚튻룶300mm뺧풲짺닺쿟ꆣ2006쓪9퓂ꎬ죕놾량쯷뫍뢻쪿춨듯돉킭틩ꎬ량쯷냫떼쳥퓚죕놾뗄JV1/JV2짨놸ꎬ뫍냼삨듦믵뗄닺돶쫛룸뢻쪿춨ꆣ릤뎧붻틗볛풼캪150M쏀풪ꆣ붻틗퓚2007 37
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쓪4퓂췪돉ꆣ퓚2007쓪돶쫛쇋럇짺닺탔닺ꎬ죕놾뗄뺧풲볓릤뎧JV1뫍JV2ꆣ뫏늢쿠맘릦쓜퓋ퟷ뫍믮뚯살쯵복뾪쿺ꆣ2008쓪퓚좫쟲랶캧닃복듳풼500룶횰캻ꆣ퓶볓퓚뗍돉놾뗘쟸뗄닉릺퓋ퟷ뇈샽ꎬ죧퓚십살컷퇇뫍훐맺ꆣ 주뢣릫쮾퓚쫇튻볒뛀솢뗄틔즫쇐릫쮾ꎬ퓚쓉쮹듯뿋맒없짏쫐ꆣ량쯷릫쮾뫏늢쇋주뢣릫쮾ꆣ량쯷냫떼쳥ퟔ2002쓪틔살뻍뾪쪼듓주뢣탭뿉NROM IP쫚좨ꎬ헢훖벼쫵쒿잰틑뺭햼떽1/4NOR직듦뗄쫐뎡ꎬ주뢣튲튻횱캪릫쮾쳡릩짨볆럾컱ꎬ냼삨돉릦뾪랢쇋MirrorBit Quad뫍SPI쾵쇐닺욷ꆣ2008쓪3퓂ꎬ주뢣릫쮾쎿막뮻좡량쯷냫떼쳥막ꎬ늢믱뗃$쿖뷰늹뎥뫳ꎬ늹뎥쿖뷰듓풭살주뢣릫쮾헋뮧횧뢶ꎬ주뢣돉캪량쯷뗄좫ퟓ릫쮾ꆣ뫏늢횮뫳ꎬ릫쮾믱뗃쇋주뢣릫쮾150폠캻벼쫵짨볆죋닅뫍릫쮾펵폐뎬맽냼삨NROM퓚쓚뗄3000벼쫵샻ꆣ (2) 뷼웚뺭펪삧뺳 룷뺺헹뎧짌뚼짆폚캪ퟔ벺뗄닺욷퓶볓탂뗄쳘즫틔쳡룟뛔뿍뮧뗄컼틽솦ꎬ춬쪱뫁늻쯉킸뗘췚뻲웤쯻뺺헹뎣믡랸뗄쫐뎡죵뗣ꆣ죎뫎튻볒릫쮾쯹닉좡뗄햽싔뗄돉냜뚼좡뻶폚뺺헹뛔쫖쯹닉좡뗄햽싔ꎬ틔벰뺺헹뛔쫖풸틢늢쓜릻뚯폃틔횧돖웤햽싔탐뚯뗄풴ꆣ (3) 릫쮾쒿잰쯹닉좡뗄햽싔쪵쪩킧맻 릫쮾쒿잰뗄햽싔쫇춨맽붨짨뺧풲뎧ꎬ쫔춼퓚훆퓬릤틕짏쇬쿈살좡뗃돉놾폅쫆ꆣ놣돖쫐뎡럝뛮ퟷ캪뗚튻캻ꆣ볛룱짏쯦뺺헹헟뛸쿂붵ꎬퟷ캪햽싔쒿뇪퓚컈늽쪵쿖ꎬ퓚죕놾뗄SP1뺧풲뎧쫇튵뷧뗚튻ퟹ300mmNOR뺧풲뎧ꎬ캴살뿉틔삩햹떽45nm뗄쿈뷸릤틕ꆣNOR직듦뗄쫐뎡럝뛮틑뺭듯떽33%ꎬ솬탸3쓪퓶뎤ꆣ떫쫇2007쓪얤뿷뗄닆컱쒿뇪쎻폐쪵쿖ꎬ닆컱ힴ뿶쎻폐룄짆ꎬ틑뺭솬탸3쓪듳뛮뿷쯰ꎬ놾뢺햮싊믻룟ꆣ헻쳥튵벨퓚탐튵욽뻹쮮욽횮쿂ꆣ뺺헹뛔쫖죽탇뗧ퟓ뗄쫐뎡럝뛮돖탸뿬쯙엊짽ꎬ죽탇뗧ퟓ릫쮾펯샻쮮욽솼뫃ꆣ펢쳘뛻뫍틢램냫떼쳥직듦튵컱늿쏅훘ퟩ뫏늢돶살뗄뫣틤릫쮾뛔량쯷냫떼쳥폐뻞듳뗄췾킲ꆣ 뿉틔죏캪쫇튵컱닣햽싔훆뚨늻뫏쫊ꎬ쎻쓜돤럖랢믓릫쮾뒴탂퇐랢ꆢ훊솿맜샭뗄폅쫆ꎬ떼훂릫쮾힢폚볛룱뺺헹살쪵쿖쫐뎡럝뛮ꎬ늻떫퓬돉탐튵샻죳뗍ꎬ뛸쟒늻쓜캬돖ퟔ짭뗄솼탔랢햹ꆣ쒿잰쫐뎡벯훐퓚돉놾뺺헹ꎬ춨맽탂돶쿖뗄쫐뎡믺믡살복짙뺺헹뗄뻧쇒돌뛈ꎬ쪵쿖탐튵샻죳믘짽ꆣ 쿖퓚뗄햽싔볌탸쪵쪩쿂좥ꎬ닆컱ힴ뿶볌탸뛱뮯ꎬ막욱볛룱뗄퇏훘쿂뗸뿉쓜헐훂뛱틢뗄쫕릺ꆣ쿖뷰쇷뗄뇤뮯뿉쓜떼훂릫쮾ퟮ훕늻뗃늻복짙퇐랢럑폃ꎬ쪹뫋탄쓜솦쫜쯰ꎬ닺욷뾪랢럅뮺ꎬ닺욷훊솿붵뗍ꆢ럾컱훊솿뇤닮ꎬ릫쮾닺욷뗄쫐뎡햼폐싊벱뻧쿂붵ꎬ쎫샻싊쿂붵ꎬ볓뿬릫쮾뛱뮯뗄맽돌ꆣퟮ훕컞램캬돖헽뎣퓋ퟷꆣ 량쯷릫쮾탨튪뎤웚뗄얬솦살엠퇸뺺헹폅쫆ꎬ떫헫뛔릫쮾늻샻뗄뮷뺳ퟶ돶뗷헻ꎬ뷸뛸뿍럾릫쮾쯹퓢쫜뗄퓖쓑ꎬ쫇맜샭닣틥늻죝듇뗄퓰죎ꆣ틲듋ꎬ맜샭헟뛔쒿잰돖탸뿷쯰뗄ힴ뿶폐퓰죎ퟶ돶뺭펪랽쏦뗄뗷헻ꆣ 38
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 량쯷냫떼쳥릫쮾뗄탐튵뺺헹폅쫆 MirrorBit샻벼쫵ꆣ쎿룶듦뒢떥풪뿉틔듦솽캻쫽뻝ꎬ쿠뇈뒫춳뗄벼쫵ꎬ듓룹놾짏돉놶퓶볓쇋듦뒢쏜뛈ꎬ뿉틔뷚쪡돉놾ꎻ퓚춬튻뿩킾욬짏ꎬ뿉틔춬쪱듦뒢쫽뻝뫍횴탐듺싫ꎬ퓶볓쇋웤뢽볓횵ꆣ뒫춳뗄ퟶ램탨튪붫듋솽샠쫽뻝럖뾪듦럅ꎬ퓶볓쇋짨볆짺닺뗄쓑뛈뫍돉놾ꆣ룃벼쫵퓚릤틕짏뗄랢햹뿕볤죔좻뫜듳ꎬ쒿잰좷죏뿉틔퇓짬떽20nm릤틕ꎬ뛸뒫춳뗄뢡햤벼쫵퓚45nmꆢ32nm뷚뗣벼쫵쪱뫲ꎬ붫엶떽뻞듳뗄삧쓑ꆣ룃샻벼쫵듓Saifun탭뿉맽살ꆣ떫좥쓪량쯷냫떼쳥틑뺭붫룃릫쮾췪좫싲죫ꎬ쿖퓚틑뺭췪좫펵폐쇋MirrorBit벼쫵ꆣ량쯷냫떼쳥듓2004쓪뾪쪼짺닺MirrorBit벼쫵닺욷ꆣ떽2007쓪ꎬ몬룃벼쫵뗄닺욷쿺쫛뛮듯떽18틚쏀풪ꎬ뺭맽죧듋뎤웚뗄짺닺뺭퇩믽샛ꎬ톧쾰킧펦폅쫆럇뎣쏷쿔ꆣ릫쮾틔뫳뗄랢햹닟싔쫇삩듳MirroBit룼뛠닺욷ꆣ SP1쫇량쯷냫떼쳥퓚죕놾붨솢뗄튻ퟹ뺧풲뎧ꆣ쫇쫀뷧짏뗚튻ퟶ300mm뺧풲뗄NOR직듦뺧풲뎧ꎬ탭뛠뎧짌퓚쪵쿖듋쒿뇪훐엶떽삧쓑ꎬ냼삨뷰뫍퓋펪맜샭ꆣ춨뎣쟩뿶쿂ꎬ닉폃300mm뺧풲뇈200mm뺧풲뿉틔뷓짏30ꎥ뗄돉놾ꆣSP1퓚붨짨뗄쪱뫲틑뺭뻟폐잰햰탔ꎬ뿉틔붫릤틕췆뷸떽45nmꆣ 량쯷냫떼쳥릫쮾쓚늿뮷뺳킡뷡 듓틔짏뗄럖컶뿉틔뾴돶ꎬ량쯷냫떼쳥펵폐뫋탄뗄샻벼쫵뫍뿉틔닎폫뺺헹뗄짺닺쓜솦ꎬ쒿잰쫐뎡햼폐싊뇈뷏룟ꎬ떫믱샻쟩뿶늻뫃ꎬ릫쮾뗄닆컱ힴ뿶컞램횧돖떱잰튵컱쒣쪽쿂ꎬ캴살탨튪뗄짺닺쿟붨짨뗄놾횧돶ꆣ뺺헹뛔쫖돤럖랢믓돉놾헢룶맘볼돉릦틲쯘ꎬ뛔량쯷냫떼쳥쿖폐뗄쫐뎡뗘캻폐횱뷓뗄돥믷ꎬ량쯷냫떼쳥탨튪뛔쿖퓚쪵쪩뗄햽싔뷸탐뗷헻ꎬ틔펦뛔뺺헹뛔쫖뗄햽싔탐뚯ꆣ 39
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚컥헂 량쯷냫떼쳥릫쮾뗄탐튵뺺헹폫볛횵쾵춳 량쯷냫떼쳥릫쮾뗄탐튵컥솦럖컶 튻룶닺튵뗄뺺헹ힴ첬뻶뚨룃닺튵뗄ퟮ훕샻죳잱솦ꆣ뺭볃쳵볾뗄늨뚯믡펰쿬닺튵쓚쯹폐릫쮾뗄뛌웚샻죳ꎬ떫ퟮ훕샻죳잱솦쫇뎤웚춶믘놨룹놾풭틲ꆣ룃잱솦웰풴폚웤뺭볃뷡릹ꎬ좡뻶폚릩펦짌틩볛쪵솦ꆢ잱퓚뷸죫ퟅ뷸죫췾킲ꆢ쳦듺욷뗄췾킲ꆢ싲랽뗄틩볛쪵솦ꆢ쿖폐릫쮾뗄뺺헹헢컥훖믹놾뺺헹솦ꆣ 릩펦짌틩볛쓜솦 퓚짺닺뺧풲탨튪뗄룟뒿맨뫍뮯톧튩욷짏ꎬ평폚좱랦쿠맘쇏살퇐뺿ꆣ떫뛔량쯷냫떼쳥폐뺧풲듺릤뗄릩펦짌ꎬ쫇릫쮾훘튪뗄쫤죫돉놾틲쯘ꆣ쿖퓚량쯷냫떼쳥폐듺릤뫏ퟷ맘쾵뗄폐첨믽뗧ꆢ훐킾맺볊뫍뢻쪿춨ꆣ쒿잰듺릤탐튵평폚춶뻞듳ꎬ톧쾰킧펦쏷쿔ꎬ폐벫잿뗄맦쒣뺭볃킧펦ꆣ틲듋뎧짌쫽솿늻뛠ꎬ뇈뷏벯훐ꎬ쳡릩럾컱뗄쓚죝닮틬늻듳ꎬ떫늻춬뎧짌평폚볓릤쮮욽뗄닮틬ꎬ뛔돉욷싊뗄펰쿬뷏듳ꆣ뛸쟒닺욷뗄짨볆폫솿닺뗄릤틕뷴쏜뷡뫏ꎬ뮻돉놾룟ꆣ쯹틔ꎬ릩펦짌뗄틩볛쓜솦뇈뷏잿ꆣ냫떼쳥짺닺릤틕쫜탐튵탨쟳뫍뺺헹뗄췆뚯ꎬ룼탂뇈뷏뿬ꆣ쳘뚨뗄짺닺쓜솦쪱킧탔잿ꆣ틲듋ꎬ릩펦짌뗄볛룱뇤뮯뷏듳ꆣ 잱퓚뷸죫헟뷸죫췾킲 냫떼쳥닺튵훐뗄벸룶럖횧ꎬ냼삨뒦샭웷ꆢ쒣쓢웷볾ꆢ듦뒢웷뫍싟벭웷볾횮볤뗄벼쫵닮틬럇뎣쏷쿔ꆣ듦뒢웷랽쏦뗄톧쾰쟺쿟튲럇뎣쏷쿔ꆣ냫떼쳥닺튵컞싛듓죋닅ꆢ뷰랽쏦뗄튪쟳뚼럇뎣룟ꆣ틲듋ꎬ퓚냫떼쳥닺튵쓚뗄잱퓚뷸죫헟늻뛠ꎬퟮ폐뿉쓜뗄쫇늻춬듦뒢웷뎧짌뛠풪뮯뺭펪ꎬ돉캪폐췾킲뗄뷸죫헟ꆣ퓚쿺쫛쟾뗀뫍욷없쟸럖짏ꎬ뷸죫헟뗄헏낭늻듳ꆣ듓맽좥쫂쪵뇭쏷ꎬ룃쇬폲뗄뎧짌룼쳦늻뛠ꆣ룃쇬폲솬탸3쓪훷튪잰쯄캻릩펦짌뚼쎻폐랢짺죎뫎뇤뮯ꎬ뛸쟒웤쯻뎧짌쯹햼럝뛮늻뎬맽20%ꆣ뷸죫헟뗄췾킲뫜킡ꆣ 40
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쳦듺욷뗄췾킲 NOR직듦평폚늻탨튪뗧풴살놣듦쫽뻝ꆢ뿉틔퓚쿟뇠돌ꆢ룟뗄뛁좡쯙뛈ꆢ뿉뾿탔룟ꎬ쿖퓚훷튪펦폃퓚듺싫듦뒢짏ꆣ떫평폚돉놾뇈뷏룟ꎬ튻킩볛룱쳘뇰쏴룐펦폃훐ꎬ뻍닉폃쿠뛔뇣틋뗄NAND직듦살쳦듺ꎬ떫헢훖쳦듺탨튪ퟶ듳솿뗄짨볆릤ퟷꎬ뛸쟒뿉뾿탔튲폐쯹붵뗍ꆣ쯹틔쳦듺욷뗄췾킲뇈뷏킡ꆣ듓량쯷냫떼쳥쫐뎡퇐뺿랽쏦뗄탅쾢쿔쪾ꎬ뻸듳늿럖탐튵죋풱늢늻죏캪NAND직듦쓜듳랶캧쳦듺NOR직듦ꆣ 싲랽뗄틩볛쓜솦 쯤좻ꎬ릺싲헟럖즢퓚쫖믺ꆢ믺뚥뫐ꆢ웻뎵ꆢDVD능럅믺ꆢ춨톶짨놸뗈뗈늻춬샠탍뎧짌횮볤ꎬ쫽솿랱뛠ꎬ벯훐뛈늻룟ꆣ릺싲헟뫜쓑헒떽쳦듺닺욷ꎬ늢쟒컞램ퟔ벺짺닺춶죫욷ꆣ떫듳솿릩펦뗄NOR직듦퓚룷뎧짌닺욷볤ꎬ컞싛듓죭볾뮹쫇펲볾ꎬ쓋훁탔쓜뇭쿖짏ꎬ벸뫵뚼쫇볦죝뗄ꆣ떫릺싲랽뗄틩볛쓜솦뮹쫇쫴폚훐뗈잿뛈ꆣ 닺튵뺺헹뛔쫖 NOR직듦쫇룶좫쟲뺺헹뗄쫐뎡ꎬ2007쓪쫐뎡맦쒣풼캪77틚쏀풪ꎬ뇈짏쓪복짙10%ꎬ직듦쫐뎡뒦폚퓧웚돉쫬뷗뛎ꆣ릩펦짌훷튪캪량쯷냫떼쳥릫쮾ꆢ펢쳘뛻ꆢ틢램냫떼쳥릫쮾뫍죽탇뗧ퟓ릫쮾ꎬ룷ퟔ햼쇬33%ꆢ24ꎥꆢ11ꎥꆢ13ꎥ뗄쫐뎡럝뛮ꆣ2008쓪4퓂ꎬ펢쳘뛻뫍틢램냫떼쳥뫏늢직듦늿쏅캪뫣틤냫떼쳥릫쮾ꆣ쫐뎡럝뛮뗄럖엤폐뷏듳뇤뮯ꆣ닺욷뗄만뚨돉놾뇈뷏룟ꎬ닺욷뗄닮틬탔늻듳ꆣ퓚늻춬뎧짌횮볤뗄뮻돉놾늻룟ꎬ쿖퓚뗄닺욷듳늿럖뚼쫇펲볾쪹폃짏볦죝ꎬ횻탨튪튻뚨뗄죭볾뗄탞룄ꎬ늻펰쿬솿닺뗄맽돌ꎬ뮻늻퓶볓뇤뚯돉놾ꆣ평폚냫떼쳥탨쟳뗄훜웚탔뇈뷏쏷쿔ꎬ훜웚탔뗄짺닺쓜솦맽쪣쫇룃탐튵뗄뎣첬ꆣ 뺺헹뛔쫖죽탇뗧ퟓ퓚쪵쪩뫳쿲튻쳥뮯ꎬ붫뺧풲뗄짺닺췪좫뫏늢ꎬ퓚뛠룶닺욷ퟩ뫏횮볤릲쿭짺닺쓜솦ꆣ듳뗄릺싲헟횱뷓듓뎧짌릺싲ꎬ웤쯻훐킡릺싲헟듓듺샭럖쿺뒦릺싲ꆣ틲캪돉놾뗄뺺헹ꎬ룷볒퓚짺닺훆돌릤틕짏뿬쯙룼탂ꎬ죧춼24ꆣ떫벼쫵짏ꎬퟷ캪믹뒡펦폃ꎬ뷸햹뮺싽ꆣ뺺헹뛔쫖뗄닺욷쫇짌욷뮯닺욷ꎬ퓚뿉뾿탔짏싔캢폐닮뇰ꆣ탐튵훐뗄릫쮾퓚훆퓬짏폐맦쒣뺭볃ꎬ짺닺쓜솦뗄샻폃싊룟쓜믱뗃뗍돉놾뗄맘볼ꆣ뛔뷰뗄탨쟳듳ꎬ탐튵뷸죫뫍췋돶뇚생룟ꆣ냫떼쳥듦뒢웷탐튵뻟폐짌욷탔ꎬ탨쟳욣죭뗄쪱뫲붵볛럇뎣샷몦ꎬ탨쟳잿뺢뗄쪱뫲ꎬ볛룱뇈뷏볡춦ꎬ용죧2004쓪ꆣ떫ퟜ쳥짏탐튵뗄펯샻쮮욽뒦폚뒦샭웷ꎬ믲웤쯻쒣쓢웷볾뗄욽뻹쮮욽횮쿂ꆣ 41
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺ량쯷냫떼쳥릫쮾쇏헻샭 춼??†량쯷냫떼쳥릤틕슷쿟춼?䙉䝕剅㈴??印慮獩潮⁉湣⁔散桮潬潧礠副慤浡瀠 쒿잰NOR직듦뺺헹뎧짌쫐뎡럝뛮폐튻뚨닮틬ꎬ떫뎧짌맦쒣ꆢ쓜솦랽쏦뇈뷏뷓뷼ꎬ뺺헹쪵솦쿠떱ꎬ퓚뇈뷏튻훂뗄웰뗣짏뺺헹ꎬ죎뫎튻랽춳훎쫐뎡뗄쓑뛈뚼럇뎣듳ꆣ늢쟒닺욷탨쟳퓶뎤퓚2007쓪럅뮺ꎬ튻탄삩듳ퟔ벺쫆솦랶캧뗄릫쮾믲짺닺쓜솦맽쪣뗄릫쮾붵뗍볛룱ꎬ틽랢쫐뎡럝뛮헹뛡햽ꆣ맋뿍뗄뮻돉놾뇈뷏뗍ꆣ췋돶룃튵컱뗄돉놾룟ꎬ쿖퓚폐킩뎧짌떽뺺헹뛔쫖뗄뿍뮧쓇샯ꎬ횱뷓룸돶뗍폚뺺헹뛔쫖볛룱뗍10ꎥ뗄놨볛ꆣ틲듋ꎬNOR직듦탐튵뺺헹럇뎣벤쇒ꆣ 뇭??†량쯷냫떼쳥릫쮾뎧짌뺺헹첬뻘헳 呡扬攱〠?印慮獩潮⁃潭灥瑩癥⁐潳楴楯渠䵡瑲楸?뺺헹폅쫆움볛 뢳횵ꎺ0=럇뎣죵ꎻ5=럇뎣잿 맘볼돉릦틲쯘 좨쫽 량쯷냫떼쳥 뫣틤냫떼쳥 죽탇뗧ퟓ 뗈벶뗃럖뗈벶뗃럖뗈벶 뗃럖 쿠뛔돉놾 2 탔쓜 4 훊솿 4 훆퓬쓜솦 3 뿍뮧럾컱쓜솦 4 벼쫵쓜솦 3 닆컱풴 1 뿍뮧맘쾵 4 럖쿺쓜솦 2 짹폾 4 42
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 듓뇭10뿉틔뾴돶ꎬ쒿잰훷튪뗄NOR직듦릩펦짌횮볤뗄닮뻠늢늻쳘뇰듳ꎬ떫죽탇뗧ퟓퟷ캪쫐뎡럝뛮ퟮ킡뗄뺺헹헟ꎬ뻟폐ퟮ잿뗄뺺헹폅쫆ꎬ돉캪쫐뎡벤쇒뺺헹뗄훘튪ퟷ?헟ꆣ량쯷냫떼쳥퓚닺욷탔쓜ꆢ훊솿ꆢ뿍뮧럾컱쓜솦틔벰뿍뮧맘쾵짏폐뇈뷏잿뗄뺺헹잱솦ꎬ떫퓚훘튪뗄쿠뛔돉놾짏ꎬ퓲늻쿔폅쫆ꆣ뛸탔쓜ꆢ훊솿ꆢ뿍뮧뫍뿍뮧럾컱퓚NOR직듦헢룶뷼뫵죕폃욷탔훊닺욷뗄쫐뎡훐ꎬ쓑틔쪵쿖뒴퓬뢽볓횵ꆣ 탐튵컥솦럖컶뷡싛 듓틔짏럖컶뿉틔뾴돶ꎬ잱퓚뷸죫헟뗄헏낭뇈뷏룟ꎬ쳦듺욷뗄췾킲킡ꎬ릩펦짌뗄틩볛쓜솦떼훂뗄쫤죫돉놾퓶볓늢늻춻돶ꎬ뛸싲랽뗄틩볛쓜솦뫍닺튵쓚뗄뺺헹퓚탐튵컥솦ퟷ폃훐뗄럇뎣쏷쿔ꆣ듓뫪맛뮷뺳럖컶ꎬ잱퓚뗄탐튵닺돶싊뇈뷏룟ꆣ맽좥벸쓪쫐뎡럝뛮뗄퓶뎤늢쎻폐듸살믱샻뗄룄짆ꎬ뷼솽쓪뗄뢴뫏쿺쫛볛룱뗄쿂붵쫇횱뷓뗄풭틲ꎬ죧퓚2007쓪ꎬ쿺쫛쫽솿퓶뎤쇋10ꎥꎬ떫욽뻹쫛볛쿂붵쇋15ꎥꎬ떼훂탐튵믱샻쓜솦붵뗍쫇쿖폐뺺헹뛔쫖횮볤뗄볛룱캪훷떼뗄뺺헹ꎬ틔벰싲랽뗍솮뗄뮻돉놾듸살뗄틩볛쓜솦퓬돉ꆣ틲듋ꎬ튪룄짆웳튵뗄믱샻ힴ뿶훘튪뗄쫇듓닺튵쓚뗄뺺헹맘쾵ꆢ틔벰퓚폚닺욷싲랽랽쏦쳡룟웳튵뗄뚨볛쓜솦ꆣ 뗧ퟓ닺튵뗄볛횵솴 뗧ퟓ닺튵볛횵솴뮷뷚틔벰듦뒢냫떼쳥쿂폎뎧짌맘쾵쒣쪽 뗧ퟓ닺튵쫇좫쟲뮯뺺헹뗄닺튵ꆣ펢맺Sussex듳톧뗄랢햹퇐뺿쯹ꎨInstitute of Development Studiesꎩ퇐뺿붫좫쟲볛횵솴뚨틥캪닺욷뗄짨볆ꆢ짺닺ꆢ펪쿺ꆢ럖쿺틔벰뛔ퟮ훕폃뮧뗄횧돖폫럾컱뗈ꆣ떱잰즢늼폚좫쟲뗄ꆢ뒦폚좫쟲볛횵솴짏뗄웳튵뷸탐ퟅ듓짨볆ꆢ닺욷뾪랢ꆢ짺닺훆퓬ꆢ펪쿺ꆢ돶쫛ꆢ쫛뫳럾컱뗈룷훖퓶횵믮뚯ꆣ볛횵솴늻춬뮷뷚쯹뒴퓬뗄뢽볓횵쫇늻춬뗄ꎬ죧춼25ꎬ뾿뷼U탎쟺쿟솽뛋뗄뮷뷚ꎬ죧퇐랢ꆢ짨볆ꆢ쫐뎡펪쿺ꆢ욷없뗈퓚볛횵솴훐뒴퓬돶뷏룟뗄뢽볓횵ꎬ뛸뾿뷼U탎쟺쿟훐볤뗄뮷뷚ꎬ죧쇣늿볾ꆢ볓릤훆퓬ꆢힰ엤뗈뮷뷚퓚볛횵솴훐뒴퓬돶뷏뗍뗄뢽볓횵ꆣ 43
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺꆶ즽뚫듳톧톧놨ꆷ2007쓪뗚6웚ꎬ췵럯죙 췵믛ꎬꆶ볛횵솴샭싛쫓뷇뗄컒맺웳튵벯좺틾탔짽벶ꆷ 춼??†뗧ퟓ닺튵볛횵솴쟺쿟춼?䙉䝕剅㈵??䕬散瑲潮楣⁉湤畳瑲礠噡汵攠䍨慩渠䍵牶攠 냫떼쳥뎧짌훷튪캻폚쇣늿볾훆퓬뗄뮷뷚ꎬ뿍뮧쫇볓릤훆퓬뮷뷚뗄뎧짌ꆣ훆퓬뮷뷚뗄뎧짌폫쿂폎뗄맘쾵쒣쪽폐쯄훖믹놾랽쪽ꎬ벴볓릤췢냼ꆢ풭쪼짨놸훆퓬ꆢ풭쪼짨볆훆퓬뫍풭쪼욷없훆퓬ꆣ 1ꎮ볓릤췢냼ꎨIndustrial Subcontractingꎩꎬ벴볓릤훆퓬웳튵샻폃닉릺헟쳡릩뗄풭닄쇏듓쫂볓릤짺닺ꆣ볓릤췢냼폖럖캪솽훖탎쪽ꎺ뗚튻훖쫇풭쇏뫍돉욷늻볆볛ꎬ볓릤훆퓬웳튵쫕좡풼뚨뗄볓릤럑ꎻ쇭튻훖쫇풭쇏뫍돉욷럖뇰볆볛ꆣ 2ꎮ풭쪼짨놸훆퓬ꎨOriginal Equipment Manufacturer, OEMꎩꎬ볲돆듺릤짺닺,쫇횸볓릤훆퓬웳튵내헕닉릺헟쳡릩뗄짨볆랽낸짺닺늢틔닉릺헟뗄욷없쿺쫛닺욷ꆣ샽죧쏀맺쒦췐싞삭(Motorola)릫쮾붫웤짨볆뾪랢뗄춨톶닺욷틔OEM랽쪽붻룸퓚훐맺뗄웳튵짺닺ꎨ헢킩듓쫂볓릤훆퓬뗄웳튵놻돆ퟷ풭쪼짨놸훆퓬짌ꎩꆣ뇈퇇뗏믲헟뢻쪿뾵웳튵쫇헢랽쏦뗄쏷탇웳튵ꆣOEM뿉틔럖캪솽훖샠탍ꎺ튻훖쫇릺싲헟쟽뚯탍ꎨBuyer drivenꎩꎬ벴횸평쇣쫛짌뫍욷없웳튵살ퟩ횯ꎬ쇣쫛짌뫍욷없웳튵뻓폚훷떼뗘캻ꆣ쇭튻훖쫇짺닺헟쟽뚯탍(Producer driven)ꎬ틲캪웤짨볆ꆢ뾪랢뷏캪뢴퓓ꆢ벼쫵쮮욽뷏캪쳘쫢ꎬ짺닺웳튵ꆢ욷없웳튵뫍릩펦짌퓚벼쫵짏뫍맜샭짏뗄맘쾵뷏캪쏜쟐ꎬ쯹틔쯻쏇평짺닺헟살뻶뚨ꆣ 3ꎮ풭쪼짨볆훆퓬 (Original Design Manufacturerꎬ풭쪼짨볆훆퓬짌)ꎬ볲돆짨볆췢냼ꎬ횸뗄쫇캯췐웳튵ꎨ욷없웳튵ꎩ쳡돶닺욷뗄듳훂튪쟳뫳ꎬ쫜캯췐웳튵춨맽ퟔ벺뫳웚뗄퇐뺿뾪랢ꎬ늢ퟮ훕짺닺돶돉욷ꎬ룃쫜캯췐웳튵놻돆ퟷ풭쪼짨볆훆퓬짌ꆣOEM뫍ODM솽헟뗄쿠춬뗣퓚폚ꎬ쯼쏇뚼쫇쳹없짺닺ꎬ벴볓릤훆퓬돶살뗄닺욷쳹뗄쫇캯췐웳튵뗄욷없ꎬ늻춬뗣퓚폚ꎬ풭쪼짨놸훆퓬짌췪좫횻쫇내떥짺닺ꎬ뛸풭쪼짨볆훆퓬짌퓲볓죫쇋ퟔ벺뗄짨볆뾪랢ꆣ 4ꎮ풭쪼욷없훆퓬ꎨOriginal Brand Manufacturer, OBMꎩꎬ볓릤훆퓬웳튵퓚뻟놸짺닺쓜솦횮뫳ꎬ짺닺ퟔ폐욷없뗄닺욷ꎬ룃웳튵놻돆캪풭쪼욷없훆퓬짌ꆣ 뛔폚듓쫂볓릤훆퓬뗄웳튵살쮵ꎬ짏쫶쯄훖랽쪽퓚믱좡샻죳짏뗄쓜솦짏쫇늻춬뗄ꆣ듓볓릤췢냼ꆢ풭쪼짨놸훆퓬ꆢ풭쪼짨볆훆퓬떽풭쪼욷없훆퓬ꎬ웤샻죳싊쫇틀듎퓶볓ꆣ퓚NOR직듦뗄 44
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 듳뿍뮧훐ꎬ훷튪쫇잰죽훖탎쪽ꆣ 냫떼쳥듦뒢킾욬웳튵뗄맋뿍볛횵 쿖퓚탭뛠뗧ퟓ닺욷돉캪룶죋쿻럑욷ꎬ틑뺭돉캪쪱짐닺욷ꎬ틲듋볓뿬닺욷룼탂ꆢ퓶볓닺욷뗄릦쓜쳘탔살컼틽맋뿍ꆢ틔벰닺욷뗄뛠퇹뮯뛔볛횵솴짏쫐뎡펪쿺뮷뷚뫍욷없붨솢뻟폐훘튪뗄틢틥ꆣ춬쪱평폚럾컱돉놾뗄짏짽ꎬ뛔닺욷뗄훊솿튪쟳쳡돶풭살풽룟뗄튪쟳ꆣ볓릤훆퓬뮷뷚퓚헻룶볛횵솴훐쫇뇈뷏죵쫆뗄ꎬ죧맻듓쇣늿볾쳡릩랽쏦ꎬ퓶볓럡뢻릦쓜뗄횧돖ꎬ탔쓜짏뗄쳡룟ꆢ냯훺볓릤훆퓬ꆢힰ엤뮷뷚뒴퓬돶룼뛠볛횵뒫뗝떽쿂폎ꎬ뛔쪵쿖잰쿲쟾뗀뗄뮷뷚살쮵ꎬ뻍쫇엁샛췐ퟮ폅ꆣ듓볛횵뒴퓬뷇뛈살뾴ꎬNOR직듦냫떼쳥뎧짌뿉틔쏜쟐맘힢쿂폎OEM/ODM/OBM뗄뿍뮧탨쟳ꎬ냯훺쯻쏇틔룼뛠뗄릦쓜ꆢ룼룟뗄닺욷훊솿뫍탔쓜ꎬ살컼틽룼뛠뗄쿻럑ꆣ퓶볓싲랽볛횵ꎬ쳡룟뎧짌뛔싲랽뗄틩볛쓜솦ꎬ쳡룟웳튵뗄믱샻쓜솦ꆣ 냫떼쳥듦뒢킾욬웳튵뗄볛횵솴 냫떼쳥듦뒢킾욬웳튵뗄볛횵솴뮷뷚뫍믱샻쓜솦 컄쿗살풴ꎺ첨췥췺뫪뗧ퟓ놨룦 춼㈶†냫떼쳥짺닺쇷돌춼 䙉䝕剅㈶†卥浩捯湤畣瑯爠䵡湵晡捴畲攠偲潣敳? 45
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 죧춼26쯹쪾ꎬ냫떼쳥닺욷뗄짺닺뮷뷚뛠ꎬ솴쳵뎤ꆣ 죧춼27쯹쪾ꎬ냫떼쳥닺튵뗄볛횵솴듳훂럖돉짨볆ꆢ훆퓬ꆢ럢ힰ/닢쫔ꆢ쿺쫛뮷뷚ꆣ 컄쿗살풴ꎺ첨췥릤튵퇐뺿풺뺭쎳훐탄IT IS볆뮮 춼㈷†냫떼쳥웳튵볛횵솴 䙉䝕剅㈷†卥浩捯湤畣瑯爠䵡湵晡捴畲攠Value Chain? 짨볆쫇룹뻝펦폃뗄탨쟳ꆢ닉폃쿠펦뗄릤뻟ꆢ욥엤훆퓬뗄맽돌ꎬ췪돉킾욬뗧슷뗄짨볆ꆣퟮ훕붻뢶룸훆퓬뮷뷚뿉틔짺닺쯹탨킾욬뗄쇏ꆣ평폚뗧ퟓ쾵춳늻뛏쿲쟡ꆢ놡ꆢ킡뗄랽쿲랢햹ꎬ벯돉뗧슷뷡릹튲평볲떥릦쓜쿲뻟놸룼뛠뫍룼캪뢴퓓뗄릦쓜ꆣ쯼뗄훆퓬훷튪짦벰짮퇇캢쏗벼쫵ꎬ쳘쫢뗧슷뗄릤틕볦죝벼쫵ꎬ짨볆랽램뗄퇐뺿ꎬ잶죫쪽 IP뫋짨볆벼쫵ꎬ닢쫔닟싔뫍뿉닢탔벼쫵ꎬ죭펲볾킭춬짨볆벼쫵뫍낲좫놣쏜벼쫵ꆣ쾵춳벯돉킾욬IP뢴폃캪믹뒡ꎬ냑틑폐폅뮯뗄ퟓ쾵춳짵훁쾵춳벶쒣뿩쓉죫떽탂뗄쾵춳짨볆횮훐ꎬ볆릤뻟룹뻝쫐뎡탨쟳톸쯙랢햹ꆣ퓚냫떼쳥닺튵볛횵솴훐ꎬ짨볆뮷뷚쫇벼쫵쏜벯탔뮷뷚ꎬ힢훘뗄쫇룟닣듎뿆벼ꆢ벼쫵뫍릤돌죋닅ꎬ벼쫵뗄믽샛쿠떱훘튪ꆣARM릫쮾쫇튻볒쏅짨볆벯돉뗧슷ꎬ좻뫳붫IP탭뿉룸웤폃뮧뗄릫쮾ꆣ쫇힢폚듋뮷뷚뗄폅탣웳튵ꆣ2007쓪뗄닺욷쎫샻싊듯떽%ꆣ헢룶뮷뷚뗄훷튪탨튪죋솦풴ꆣ벼쫵뗄믽샛뿉틔탎돉돖뻃뗄뺺헹폅쫆ꆣ늢쟒쫇뿉틔쪵쿖닺욷닮틬뮯뗄듫쪩ꆣ 훆퓬쫇붫잰튻짨볆뮷뷚뗄닺욷ꎬ쪵컯뮯돉헦헽뗄킾욬ꆣ벯돉뗧슷볓릤훆퓬쫇튻쿮폫폃짨놸쏜쟐쿠맘뗄벼쫵,쯗돆"튻듺짨놸,튻듺릤틕,튻듺닺욷"ꆣ퓚벯돉뗧슷훆퓬벼쫵훐,ퟮ맘볼뗄쫇놡쒤짺돉벼쫵뫍맢뿌벼쫵ꆣ맢뿌벼쫵뗄훷튪짨놸쫇웘맢믺뫍뿌쪴믺,룃쫇놾쏜벯탔뮷뷚ꎬ힢훘뗄쫇맦쒣ꎬ늢탨튪뷠뺻뗄뮷뺳틔벰뒿뺻쮮뗄릩펦뗈ꆣ뻟폐쏷쿔뗄맦쒣킧펦뫍톧쾰킧펦ꎬ뺭볃뺰웸훜웚쫇헻룶탐튵뗄닺쓜훘튪쟽뚯틲쯘ꆣ첨췥탭뛠듺릤(Foundry)릫쮾힢폚듋뮷뷚ꎬ첨믽뗧(TSMC)쫇헢랽쏦뗄쏷탇ꆣ2007쓪뗄쎫샻싊쫇%ꆣ훐맺듳슽뗄훐킾맺볊(SMIC)튲쫇듋쇬폲뗄쇬쿈웳튵ꆣ뷰춶죫듳ꎬ릤틕짽벶뇈뷏뿬ꎬ럧쿕듳ꆣ뛔량쯷냫떼쳥헢퇹쿺쫛맦쒣 46
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 늻쫇쳘뇰듳ꎬ쿖뷰쇷폖늻뫃뗄웳튵살쮵쫇늻뫏쫊뗄춶뗄ꆣ쿖퓚탭뛠쿺쫛뛮뇈뷏룟뗄웳튵ꎬ죧룟춨ꆢ늩춨뗈릫쮾뚼쫇듺릤짺뎤ꆣ2007쓪룟춨뗄쓪쿺쫛뛮쫇틚쏀풪ꆢ늩춨쫇틚쏀풪ꆣ2007쓪쫀뷧뗚쪮듳듺릤뎧죽탇뗧ퟓ뗄쿺쫛뛮듯떽틚쏀풪ꎬퟮ듳뗄듺릤웳튵첨믽뗧쿺쫛뛮듯떽틚쏀풪ꆣ량쯷냫떼쳥쒿잰뻟폐FEB25ꆢJV3ꆢSP1죽룶뺧풲짺닺뎧ꆣ 럢ힰ뻍쫇내헕튻뚨맦룱ힰ엤냫떼쳥킾욬ꆣ럢ힰ뗄룱쪽뛠훖뛠퇹ꎬ샭싛짏붲ꎬ럢ힰ뗄룱쪽풽쿈뷸ꎬ웤뗧웷탔쓜뻍풽폅탣ꆣ닢쫔쫇뛔킾욬뗄튻룶톡퓱맽돌ꆣ펰쿬럢ힰ돉놾뗄틲쯘냼삨맜킾돟듧ꆢ맜뷅쫽ꆢ탎ힴ틲ퟓ뫍릦싊ꆣ뾼싇쒣쓢뫍웤쯻IP뛔닢쫔쪱볤뗄펰쿬튲폐뇘튪ꎬ틀뻝쫇럱뷸탐뺧풲닢쫔ꆢ럢ힰ닢쫔뫍샏뮯닢쫔ꎬ뿉쓜쿔훸퓶볓떥캻볛룱ꆣ럢ힰ/닢쫔룼뛠뗄쫇튻훖샍뚯쏜벯탔뮷뷚ꆣ훐맺붭쯕뎤뗧뿆벼막럝폐쿟릫쮾쫇튻룶퇹놾ꆣ2007쓪쎫샻싊쫇%ꆣ럢ힰ닢쫔뮷뷚폫뺧풲훆퓬뷴쏜쿠솬ꆣ량쯷냫떼쳥퓚퇇훞펵폐쯄룶럢ힰ닢쫔릤뎧ꆣ 쿺쫛쫇냫떼쳥웳튵쪵쿖볛횵뗄ퟮ훕뮷뷚ꆣ헢룶뮷뷚룹뻝뿍뮧뗄탨튪ꎬ붫냫떼쳥킾욬붻뢶룸뿍뮧쪹폃ꎬ늢튪쟳돐떣쿠맘뗄럾컱ꆣ헢랽쏦냼삨릫릲맘쾵ꆢ쫐뎡췆맣ꆢ뿍뮧맘쾵캬뮤뫍듙뷸ꎬ쫐뎡탅쾢쯑벯ꆢ붻믵쪱볤뗄맜샭ꆢ뿢듦맜샭ꆢ쿺쫛풤닢뗈뗈ꆣ폅탣뗄뿍뮧탨쟳풤닢쓜솦ꎬ뛔폚짏폎ꎬ쳘뇰훆퓬뮷뷚쳡룟킧틦폐럇뎣훘튪뗄틢틥ꆣ뛔힢폚냫떼쳥럖쿺뗄웳튵ꎬ웤쏦뛔뗄쫇럖즢뗄닺튵ꎬ탨튪룼뛠뗄쫐뎡췆맣ꆢ쫛뫳럾컱뗄릤ퟷꎬ폫샠쯆량쯷냫떼쳥헢퇹뗄냫떼쳥킾욬릩펦짌튪쟳뗄뫋탄닺뫍쓜솦쫇췪좫늻춬뗄ꆣ량쯷냫떼쳥튪춨맽잰쿲튻쳥뮯뗄햽싔뗄쫇럇뎣삧쓑ꎬ늻뿉탐뗄ꆣ 냫떼쳥듦뒢킾욬웳튵뗄닮틬뮯폅쫆살풴 룹뻝탐튵뗄놨룦ꎬ듓킾욬닺욷퓚쿺쫛횮잰ꎬ킾욬닺튵솴훷튪평짨볆ꆢ훆퓬ꆢ럢ힰ닢쫔죽늿럖듙돉ꆣ헢죽늿럖뗄샻죳ퟩ돉뫍럖엤훷튪쫇50%ꆢ30ꎥꆢ20ꎥꆣ헢퇹뗄럖엤훐ꎬ쯤좻훆퓬춶죫ퟮ듳(돽쇋돵붨쪱뗄짨놸뗈춶죫췢ꎬ뮹몬닄쇏뗈)떫늢럇샻죳ퟮ룟ꎬ웤뒴탂닺욷돵웚쫇룟샻죳ꎬ뫳웚믡쯦ퟅ쫐뎡뗄돉쫬뛸벱뻧쿂붵ꎬퟮ훕탐튵쟷쿲욽뻹샻죳ꆣ듓춶죫닺돶뗄뷇뛈뾴틀듎쫇짨볆ꆢ훆퓬ꆢ럢ힰ닢쫔ꎬ쫇샻죳싊ퟮ룟뗄닺튵뮷뷚ꆣ틲듋ꎬ듓볛횵솴뗄뷇뛈뾴ꎬ량쯷냫떼쳥퓚짨볆퇐랢짨볆뮷뷚폐뇈뷏잿뗄쪵솦ꎬ릫쮾펵폐뗄NOR직듦뷡릹뫍짺닺벼쫵캪릫쮾뗄맽좥뗄퓶뎤ퟷ돶뻞듳릱쿗ꆣ퓚훆퓬ꆢ럢ힰ/닢쫔뻟폐닎폫뺺헹믹뒡쓜솦ꎬ떫쫜냫떼쳥탐튵랢햹쟽뚯솦뗄펰쿬ꎬ릤틕쿟뿭뗄뇤뮯ꆢ뺧풲돟듧뗄뇤뮯뗈풭틲ꎬ룃랽쏦뗄뺺헹쓜솦췋뮯뇈뷏뿬ꆣ퓚쿺쫛랽쏦ꎬ쟾뗀ꆢ쿺쫛맜샭랽쏦늻뻟폐뫋탄뺺헹쓜솦ꎬ떫퓚쫛뫳럾컱ꆢ쳡릩쾵춳벼쫵횧돖랽쏦뻟폐쇬쿈뗄쓜솦ꆣ량쯷냫떼쳥퓚잶죫쪽펦폃랽쏦ꎬ욾뷨솼뫃뗄뿍뮧럾컱쓜솦좡뗃뇈뷏뫃뗄쫕틦ꆣ 47
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚쇹헂 량쯷냫떼쳥릫쮾뗄햽싔훆뚨 퓚컒쏇뿉틔톡퓱뗄쯹폐뺭펪춾뺶뫍탐뚯볆뮮훐ꎬ컒쏇뻶뚨쿲ퟅ헢룶랽쿲랢햹ꆢ뻛붹폚헢킩쫐뎡뫍맋뿍뗄탨쟳ꆢ틔헢훖랽쪽햹뾪뺺헹ꆢ춨맽헢킩춾뺶럖엤컒쏇쯹펵폐뗄풴뫍릤ퟷ뺫솦ꆢ늢틀뾿헢킩랽램살햹뾪컒쏇뗄튵컱ꆣ햽싔뻍쫇튪쟳릫쮾뗄맜샭닣퓚훮뛠놸톡랽낸훐뷸탐뻱퓱ꎬ늢쟒뇭쏷ퟩ횯뇘탫돐억폚뷸죫쒳킩쳘뚨뗄쫐뎡ꎬ닉좡쒳킩쳘뚨뗄뺺헹쫖뛎ꎬퟱ듓쒳킩쳘뚨뗄뺭펪횮뗀ꆣ SPACE햽싔뻘헳럖컶 햽싔뗘캻폫탐뚯움볛뻘헳(SPACE)쫇폃살럖컶웳튵췢늿뮷뺳벰웳튵펦룃닉좡뗄햽싔ퟩ뫏ꆣ춨맽뇈뷏훷튪뺺헹뛔쫖죽탇뗧ퟓ뫍냫떼쳥탐튵뇪룋펢쳘뛻뗄닆컱쫽뻝ꎬ뿉틔쏷쿔랢쿖량쯷냫떼쳥닆컱ힴ뿶짏퓌몬ퟅ뻖듳럧쿕ꆣ막볛뗄뗍쏔ꎬ잱퓚ퟅ놻뗍볛쫕릺뗄캣쿕ꆣ 듓뇭11햹쪾뗄냫떼쳥탐튵쇬쿈헟펢쳘뛻릫쮾뗄닆컱ힴ뿶ꎬ뿉틔뾴돶량쯷냫떼쳥닆컱ힴ뿶폫웤닮뻠럇뎣듳ꆣ 뇭ㄱ†펢쳘뛻㈰〷쓪훘튪닆컱ힴ뿶뇭 呡扬攱ㄠ?䥮瑥氠䭥礠䙩慮捥⁆慣瑯牳? 컄쿗살풴:Intel릫쮾췸햾쇏헻샭 듓뇭12죽탇뗧ퟓ뗄훷튪퓋펪닆컱횸뇪뿉틔뾴돶ꎬ훷튪뺺헹뛔쫖뻟폐럇뎣솼뫃뗄닆컱ힴ뿶ꎬ퓚뺺헹훐뻟폐럇뎣잿뗄닆컱폅쫆횧돖뷸릥햽싔ꆣ량쯷냫떼쳥컞싛폫탐튵뇪룋믲헟뺺헹뛔쫖쿠뇈ꎬ퓚닆컱짏뚼뒦폚뻸뛔쇓쫆ꆣ 48
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뇭??†㈰〲ⴲ〰?죽탇뗧ퟓ훘튪닆컱ힴ뿶뇭 呡扬攱㈠?卡浳畮朠䕬整牯湩挠䥮挠䭥礠䙩湡湣攠䙡捴潲猠摵物湧〰′㘠〰㈭? 컄쿗살풴:죽탇뗧ퟓ릫쮾췸햾쇏헻샭 룹뻝량쯷릫쮾뗄뮷뺳ힴ뿶ꎬ뛔웤햽싔뗘캻뷸탐움맀ꎬ뗃떽뇭13뗄쫽뻝ꆣ 뇭??†량쯷냫떼쳥릫쮾SPACE햽싔뻘헳 呡扬攱㌠?印慮獩潮⁉湣⁓偁䍅⁓瑲慴敧礠䵡瑲楸?닆컱폅쫆(FS) 쿮쒿 쏨쫶 뗃럖 춶쫕틦 뇈뷏뗍 2 룜룋뇈샽 뗍1뎥햮쓜솦 닮 1 쇷뚯뷰 뇈뷏짙 2 쿖뷰쇷솿 뇈뷏뫃 4 췋돶쫐뎡랽뇣탔 삧쓑1튵컱럧쿕 뇈뷏듳 2 욽뻹뮷뺳컈뚨탔(ES) 쿮쒿 쏨쫶 뗃럖 벼쫵뇤뮯 뇈뷏킡 -2 춨믵엲헍싊 뇈뷏룟 -4 탨쟳뇤뮯탔 뇈뷏듳 -4 뺺헹닺욷뗄볛룱랶캧 뇈뷏킡 -2 쫐뎡뷸죫뇚생 룟-5뺺헹톹솦 듳 -5 볛룱탨쟳떯탔 킡-1욽뻹닺튵폅쫆(IS) 쿮쒿 쏨쫶 뗃럖 퓶뎤잱솦 훐뗈3펯샻잱솦 뇈뷏뗍 2 닆컱컈뚨탔 훐뗈3 49
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뇭???탸 ?呡扬攱?ꎨContinuedꎩ?풴샻폃 훐뗈 3 놾쏜벯탔 룟5뷸죫쫐뎡뗄뇣샻탔 뗍 1 짺닺킧싊뫍쓜솦샻폃싊 룟5욽뻹뺺헹폅쫆(CA) 쿮쒿 쏨쫶 뗃럖 쫐뎡럝뛮 룟-5닺욷훊솿 룟 -5 닺욷짺쏼훜웚 뇈뷏뎤 -4 폃뮧훒돏뛈 뇈뷏룟 -4 쓜솦샻폃싊 훐-3폐벼쫵횪쪶 뛠 -5 뛔릩펦짌뫍뺭쿺짌뗄뿘훆뇈뷏뗍 -2 욽뻹 룹뻝움맀뷡맻ꎬ뗃떽퓚탐뚯톡퓱ퟸ뇪훐뗄캻훃쫇(,)ꆣ 춼??†량쯷냫떼쳥릫쮾햽싔뗘캻폫탐뚯움볛뻘헳춼?䙉䝕剅㈸??却牡瑥杩挠偯獩瑩潮湤⁁捴楯渠䕶慬畡瑩潮⁍慴物慮砠獩景潮爠⁉印湣? 믦돶탐뚯톡퓱춼28ꆣ평폚량쯷냫떼쳥퓚닆컱짏뗄쇓쫆ꎬ룹뻝틔짏뗄뚨솿볆쯣ꎬ뗃돶량쯷냫떼쳥쫊뫏닉좡럀폹탍햽싔ꆣ떫럀폹햽싔늢늻쫇놻뚯뗘뛔뷸릥헟뗄탐캪ퟷ돶랴펦ꎬ뛸쫇붫놣돖ퟔ벺뗄폅쫆ꎬ붫릥믷틽쿲췾킲킡뗄뗘랽ꆣ튻냣살쮵ꎬ탨튪웳튵럅웺뛌웚샻틦살엠퇸돖뻃 50
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗄뺺헹폅쫆ꆣ늢쟒럀폹맽돌퓚늻춬뗄뷗뛎펦닉좡늻춬뗄탐뚯늽훨ꆣ 캪쇋뇜쏢췢늿뮷뺳훐뺺헹ힴ뿶뗄훘듳뇤뮯ꎬ량쯷릫쮾탨튪볠닢뺺헹뛔쫖뗄햽싔ꆣ듓ퟔ짭뗄뺺헹햽싔훆뚨떽랴펦햽싔ꆣ풤닢뺺헹뛔쫖뗄쿂튻싖탐뚯ꆣ 뇭??†량쯷냫떼쳥릫쮾뺺헹뛔쫖뗄쒿뇪뫍햽싔룅샀뇭 呡扬攱?†印慮獩潮’猠䍯浰楴楴潲’⁇?潡氠慮搠却牡瑥杹⁏畴汥瑳?뺺헹뛔쫖 햽싔틢춼 쫐뎡럝뛮쒿뺺헹뗘캻/탎햽싔ퟋ첬 뺺헹햽싔 뇪 쫆 죽탇뗧ퟓ릫 햼뻝NOR좡뗃NOR직풽살풽잿듳ꆣ뷸릥탔햽싔ꆣ ퟜ쳥뗍돉놾쮾 직듦탐튵뗄듦탐튵릫쮾햽싔 쇬떼헟뗘캻ꆣ 훐ퟮ듳뗄쫐뎡럝뛮ꆣ 뫣틤냫떼쳥춨맽췆뷸탂춨맽삩듳닺솽볒탐튵쇬퓚뗷헻뫍쪵닮틬뮯햽싔 릫쮾 벼쫵뗄펦폃ꎬ욷쿟쪵쿖쫐쿈릫쮾퓚삧쪩햽싔ꎬ쎻폐쪵쿖솼뫃뗄뎡럝뛮퓶뎤ꎬ뺳훐훘ퟩ뛸뇤쿖돶뷸릥믱샻쓜솦ꆣ 늻잿뗷NOR돉ꎬ쒿잰뺺헹탔햽싔ꆣ 직듦쫐뎡ꆣ 솦늻잿ꆣ 듓뇭14뿉틔뾴돶ꎬ량쯷냫떼쳥뗄럀폹햽싔뿉틔뇜뾪죽탇뗧ퟓ뗍돉놾뷸릥햽싔뗄횱뷓뺺헹ꆣ죧맻닉좡뗍돉놾햽싔뗄뮰ꎬ뿉쓜헐훂죽탇뗧ퟓ릫쮾뗄횱뷓랴믷ꎬ뛸량쯷냫떼쳥뗄닆컱ힴ뿶쓑틔횧돖폫죽탇뗧ퟓ릫쮾뗍돉놾햽싔뺺헹ꆣ뫣틤냫떼쳥뗄닮틬뮯쫇춨맽삩듳닺욷쿟살쪵쿖샻죳퓶뎤ꎬ늢늻잿뗷량쯷냫떼쳥쒿잰훷튪쫐뎡럝뛮뗄NOR직듦ꎬ쮫랽뗄닮틬뮯늻믡듸살룼벤쇒뗄탐튵뺺헹ꆣ SWOT럖컶 춨맽잰쏦뗄럖컶ꎬ컒쏇뾴돶량쯷냫떼쳥쿈퓚쫊뫏닉좡럀폹탍햽싔ꎬ쿖뷗뛎뗄뺺헹뫍뺭펪햽싔ퟜ쳥짏ꎬ늢쎻폐쿔쿖붨솢돖뻃뗄뺺헹폅쫆뗄랽쿲ꆣ쿖퓚탨튪움볛릫쮾뻟폐뗄폅쫆ꆢ쇓쫆뫍릫쮾쯹뒦뮷뺳뗄믺믡ꆢ췾킲ꎬ듓릫쮾뗄풴잱쓜벰웤쫐뎡믺믡욥엤랽쏦ꎬ틔벰풴죵쫆뫍쫐뎡췾킲뗄뿋럾믘뇜랽쏦ꎬ뛔릫쮾뗄햽싔훆뚨ퟷ돶럖컶ꆣ 릫쮾뗄잿쫆뫍풴쓜솦(Strength) 듓샺쪷랢햹살뾴ꎬ릫쮾퓚뇼돐ퟮ돵춶랽AMD뫍뢻쪿춨탭뛠쳘탔ꎬ탎돉쇋릫쮾뗄튻킩폅쫆ꆣ듓2003쓪틔살ꎬ릫쮾뗄훷튪맜샭췅뛓튻횱뇈뷏컈뚨ꎬ뛠쓪뗄랢햹엠폽쇋튻킩탂뗄뫋탄뺺헹솦ꆣ폐ퟅ뫍맣랺뗄듳뿍뮧믯냩뗄맘쾵ꆣ죧춼쯹쪾ꎬ량쯷냫떼쳥뫍NOR직듦뮥늹욷뗄훘튪뎧짌폐ퟅ솼뫃뗄햽싔맘쾵ꎬ늢쟒량쯷냫떼쳥폫훷튪뺺헹뛔쫖룼뿭맣뗄닺욷쿟늻춬ꎬ쫇 51
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쏅뗄NOR릩펦짌ꎬ뇜쏢쇋퓚럇듦뒢웷닺욷뗄돥춻ꎬ쓜믱뗃룼뫃뗄뿍뮧훒돏뛈ꆣ죧춼29ꎬ량쯷릫쮾뫍듳늿럖훘튪킾욬ퟩ릩펦짌뚼폐솼뫃뗄뫏ퟷ맘쾵ꆣ 컄쿗살풴ꎺSpansion릫쮾쇏헻샭 춼㈹†량쯷냫떼쳥킾욬ퟩ뫏ퟷ믯냩춼 䙉䝕剅㈹??印慮獩潮⁉湣⁃桩灳整⁰慲瑮敲? z 죋솦풴ꆣ릫쮾폐럇뎣잿듳뗄퇐랢췅뛓ꎬ쎿쓪13ꎥ뗄쿺쫛쫕죫춶죫떽퇐랢훐ꎬ릫쮾뗄쇬떼닣뇼돐쇋뒴탂뗄ꎬ짆폚샻폃쿖퓚뗄닺욷췘햹떽웤쯻뿬쯙퓶뎤뗄쫐뎡훐ꆣ퓚쏀맺뗄퇇캢쏗뾪랢훐탄ꎬ붫릫쮾퇐랢짨볆뗄닺욷뷸탐솿닺뮯뗄벼쫵쪵솦럇뎣잿ꆣ z 샻벼쫵ꆣ훘튪뗄샻벼쫵냼삨튵뷧ퟮ뫃탔볛뇈뗄NOR직듦벼쫵MirrorBit벼쫵 z 훆퓬벼쫵ꆣ튻쿮훘튪뗄튵횪쪶쫇쒿잰뻟폐SP1쫇300mm뺧풲뎧ꎬ릤틕뿉틔듓65nm맽뛉떽45nmꆣ듓AMD릫쮾볌돐맽살뗄훊솿맜샭쳥쾵ꆣ퓚튵뷧폐솼뫃욷없탅폾ꆣ z 뿍뮧럾컱쓜솦ꆣ 짏돋뗄뿍뮧럾컱횪쪶ꎬ뫍폫쫀뷧뚥벶뗄쫖믺ꆢ춨톶짨놸ꆢ웻뎵훆퓬짌뗈뚼폐솼뫃뗄뫏ퟷ맘쾵ꎬ뛔탐튵뗄탂탋펦폃폐ퟣ릻뗄탅쾢뫍쏴룐ꆣ z 쫐뎡뗄쇬떼뗘캻ꆣ룸뿍뮧틔탅탄ꆣ뫏ퟷ막뚫뗄폆뻃샺쪷붨솢쇋잿듳뗄욷없펰쿬솦ꆣ z 잿듳뗄햽싔춬쏋ꆣ 폫뢻쪿춨ꆢTSMCꆢSMIC뗄햽싔솪쏋ꎬ쳡짽쇋릩펦짌퓋ퟷ킧싊뫍뾹럧쿕쓜솦ꆣ뫍햽싔솪쏋믯냩뗄뫏ퟷ훐ꎬ탨튪ힷ쟳뛠펮ꆣ 릫쮾뗄죵쫆뫍풴좱쿝(Weakness) 릫쮾쫇퓚AMD뫍뢻쪿춨횮볤뫏ퟷNOR직듦짺닺뎧랢햹뛸살ꎬ2003쓪붨솢틔살ꎬ늢쎻폐뺭샺떽탭뛠탐튵뗄닺튵훜웚랢햹뷗뛎뗄럡뫱믘놨ꆣ릫쮾퓚훮뛠랽쏦튲듦퓚럇뎣놡죵뗄뮷뷚ꆣ 52
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 z 듦뒢웷닺욷쿟늻췪짆ꆣ퓚DRAM랽쏦췪좫좱쪧ꎬ떼훂퓚쫖믺MCP뗄훐RAM탨튪췢늿닉릺ꎬ짺닺볆뮮늻죝틗싺ퟣꎬ훊솿뿘훆늻쓜뫍릫쮾췪좫욥엤ꎬ뛸쟒맦룱뇤뮯떼훂뿍뮧쪹폃맽돌탨튪탞룄듺싫ꎬ붵뗍컼틽뿍뮧뗄쓜솦ꆣNAND랽쏦벼쫵놡죵ꎬ쒿잰짺닺뚼쫇뗍죝솿뗄ꎬ떫쫐뎡뗄훷쇷쫇룟죝솿ꎬ톧쾰쪱볤뷏뎤ꎬ쓑틔힡쫐뎡뗄퓶뎤뗣ꆣ z 짺닺맦쒣늻릻듳ꆣ닺욷쿟뇈뷏킡뗄횱뷓뷡맻쫇짺닺맦쒣늻뿉쓜뫜듳ꆣ죽탇뗄맦쒣쫇200틚쏀풪ꎬ냫떼쳥쫇맦쒣뺭볃ꎬ맦쒣킡떼훂닺욷만뚨돉놾룟ꆣ듓릫쮾랢햹맽돌살뾴ꎬ량쯷냫떼쳥뇈뷏좱랦뾪췘벤뷸뗄웳튵볒뺫짱ꆣ z 뇈뷏뢴퓓뗄훎샭뫍쿺쫛쟾뗀ꆣ퓚직듦짺닺뎧춳튻퓋ퟷ뫳ꎬ2005쓪AMD쿺쫛직듦뗄췅뛓닅뾪쪼맽살ꎬ뢻쪿춨쫇죕놾뗄뛀볒듺샭ꆣ횪쪶닺좨랽쏦튲폐탭뛠붻닦킭틩ꎬ뚼룸릫쮾듸살쇋튵컱뾪햹뗄ퟨ낭뫍잱퓚럧쿕ꆣ뇈뷏뢴퓓뗄훎샭뷡릹떼훂웳튵맜샭닣붫좱랦ퟶ뇈뷏듳뗄햽싔뻙듫뗄뚯솦ꆣ z 햽싔솪쏋듸살뗄잣훆ꆣ햽싔솪쏋탨튪훘쫓뇈닅쓜캪솪쏋듸살뗄릱쿗ꆣ틲듋퓚튵컱뾪햹훐뺭뎣컞램듯떽릫쮾뗄샻틦ퟮ듳뮯ꆣFeb25틑뺭쫇맽쪱뗄뗄짺닺짨놸ꎬ춬죽탇뗧ퟓ쿠뇈ꎬ닺욷쿟맽폚쿁햭ꎬ좱랦닆컱풴캪폐잰춾뗄햽싔탐뚯쳡릩뷰횧돖ꆣ폐짺닺샻폃싊뇈뷏뗍뗄릤뎧짺닺쓜솦ꆣ쿖퓚틑뺭싴룸쇋뢻쪿춨ꆣ z 훊솿돉놾ꆣ량쯷릫쮾캪뿍뮧쳡릩튻쓪웚쓚폐쿞뗄훊솿놣횤ꎬ헢훐훊솿놣횤쫇믹폚퇏쏜뗄좫쏦훊솿맜샭ퟶ돶뗄돐억ꎬ틲듋훊솿뿘훆돉놾ꎬ냼삨웷볾릹돉ꆢ닢쫔ꆢ돉욷싊랽쏦뚼쳡룟쇋닺욷뗄돉놾ꆣ 릫쮾쯹쏦쇙뗄잱퓚믺믡(Opportunity) 릫쮾뗄잱퓚믺믡훷튪살풴폚뫪맛뮷뺳뗄뇤뮯틔벰릫쮾쓚늿뺭펪믮뚯믽샛듸살뗄ꆣ z 폫NOR직듦쿠맘뗄듦뒢쫐뎡탨쟳돖탸퓶뎤ꆣ쿖폐뿍뮧듦퓚헢뻞듳뗄틴샖쿂퓘뗈쫽뻝솿듳뗄듦뒢탨쟳ꎬ뛠쎽쳥쫽뻝뗄듦뒢돉캪쒿잰냫떼쳥듦뒢웷뗄횱뷓뚯솦ꆣ룟쟥뗧쫓뗄췆맣뫍탂튻듺뗄춨톶짨놸뗄닉폃ꎬ퓶볓쇋잶죫쾵춳랽쏦뗄탨쟳ꆣ듓샺쪷컄뮯랢햹뗄뷇뛈뾴ꎬ쫽뻝뗄듦뒢퓶뎤튲냩쯦ퟅ짧믡랢햹뛸캴볤뛏ꆣ z 훘튪컞탎닺뗄릺뷸ꆣퟮ뷼쫕릺쇋주뢣릫쮾ꎬ뛔풭살샻쪹폃좨뗄뇤뚯돉놾돉캪만뚨돉놾ꎬ룃릫쮾뗄샻벼쫵뿉틔삩햹뗄NAND직듦쇬폲ꎬ뛸쟒폐췻뷸죫닺욷탭뿉쫚좨뗄튵컱ꆣ z 뺧풲짺닺쓜솦욿뺱뗄춻웆ꆣ뷼웚ꎬ량쯷릫쮾뫍훐킾맺볊좷뚨43nm릤틕뫏ퟷ맘쾵폐뿉쓜캪릫쮾뗄짺닺쓜솦쳡릩놣헏ꆣ뿉틔냯훺량쯷릫쮾춻웆맽좥닺쓜뗄쿞훆ꎬ뿉틔뷨훺듋믺믡삩듳짺닺맦쒣ꎬ쪵쿖맦쒣뺭볃ꆣ뿉틔첯쿺룼뛠만뚨럑폃ꎬ쪵쿖닆컱룄짆ꎬ퓶잿직듦랽쏦뗄쇬떼뗘캻ꎬ퓶잿퓚릩펦짌랽쏦뗄틩볛쓜솦ꆣ z 쫐뎡룱뻖뗷헻듸살뗄탂뿕볤ꆣ솽룶뫜듳뗄뺺헹뛔쫖뫏늢돉뫣틤냫떼쳥릫쮾ꎬ늢얬솦 53
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 췆맣좫탂뗄벼쫵ꎬ퓬돉퓚뿍뮧럾컱랽쏦뗄복죵ꎬ뿍뮧뛔웤탅탄쿷죵ꎬ듸살헹좡뛔랽쫐뎡럝뛮뗄믺믡ꆣ 릫쮾쯹쏦쇙뗄췾킲(Thread) z 탂뷸잿듳뗄뺺헹뛔쫖뛔탐튵믱샻쓜솦뗄췾킲ꆣ죽탇뗧ퟓ헢솽쓪퓚NOR직듦쫐뎡뇭쿖춻돶ꎬ욾웤닺욷쿟럡뢻ꆢ짺닺뇟볊돉놾뗍뗄폅쫆ꎬ좷솢퓚2010쓪횮잰좷솢퓚NOR직듦쫐뎡쇬떼헟뗄햽싔쒿뇪ꆣ캪쪵쿖웤햽싔쒿뇪ꎬNOR직듦쫐뎡쿖퓚폐놻믙뮵뗄벣쿳ꆣ죧춼30쯹쪾ꎬ듦뒢냫떼쳥뎧짌뗄쎫샻싊뻹늻죝샖맛ꆣ 컄쿗살풴ꎺSpansion릫쮾쇏헻샭 춼?〠ꯀ﯂쪱좽쿍? 䙉䝕剅㌰†Gross Margin Comparison? z 쒿잰닆컱ힴ뿶폐놻뗍볛쫕릺뗄췾킲ꆣ z 쳦듺욷NAND직듦퓚늿럖쳦듺NOR직듦ꆣ죭볾벼쫵뗄랢햹ꎬ뎧짌폐쓜솦붫듦뒢펦폃쫽뻝뗄NAND직듦듦뒢듺싫ꎬ퓚탨튪뗄쪱뫲뢴훆떽뒦샭쓚늿뗄듦뒢웷횴탐ꎬ틲캪NAND직듦볛룱풶풶뇈NOR직듦뗍ꎬ늢쟒뿉틔췪좫쪡싔NOR뗄쪱뫲ꎬ쓜뷚쪡탭뛠훆퓬돉놾ꆣ z 닺욷짌욷뮯쟷쫆쏷쿔ꆣ쳡릩폃뮧뗄볛횵뇈뷏떥튻ꎬ훷튪쫇듦뒢ꎬ뺺헹훷튪쫇릩쟳맘쾵뺺헹ꎬ볛룱뺺헹쫇럇뎣폐킧뗄쫖뛎ꎬ탐튵쓚뗄뺺헹럇뎣벤쇒떼훂닺욷욽뻹쫛볛돖탸쿂붵ꎬ쎫샻싊폐쿂뮬뗄쟷쫆ꆣ쫐뎡퓶쯙틑뺭럅뮺ꆣ퓚맽췹탔쓜ꆢ쏜뛈뗈랽쏦뿉틔캪뿍뮧쳡릩뢽볓횵ꎬ떫쿖퓚헢킩쳘탔룷뺺헹헟횮볤닮뇰복킡ꆣ z 뺺헹헟퇐훆탂뗄직듦믲헟닉폃웤쯻벼쫵ꎬ뿉쓜떼훂량쯷뗄직듦벼쫵닺욷쎻폐뺺헹솦믲헟맽쪱ꆣ량쯷냫떼쳥뗄뺺헹뛔쫖퓚퇐훆FRAMꆢMRAMꎬpolymer, charge trapping and phase-change쓚듦ꆣ뫣틤릫쮾틑뺭탻늼퓚2008쓪랢늼믹폚PCM뗄듦뒢닺욷ꆣ죧맻헢킩닺욷 54
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 돉릦짌튵뮯ꎬ돉캪쿖퓚MB믲헟뢡햤직듦뗄쳦듺ꎬ붫쫇뛔쿖퓚탭뛠직듦릫쮾뗄훂쏼췾킲ꆣ 쿠뇤듦뒢웷(Phase Change Memory) 죠뫏쇋NOR직듦ꎬNAND직듦뫍RAM뗄폅뗣ꆣ웕춨뗄직듦퓚킴죫횮잰탨튪헻뿩닁돽뗄뚯ퟷꎬ뛸쿠뇤듦뒢웷늻탨튪ꎬ뿉틔횱뷓내ퟖ뷚킴죫ꆣ떫쯼죔좻뻟폐늻탨튪뗧풴살놣듦쫽뻝뗄쓜솦ꆣ쿠뇤듦뒢웷폐럇뎣뿬뗄쯦믺뛁좡쓜솦ꎬ췪좫쫊뫏쿫NOR직듦튻퇹폃살듦럅횴탐뗄듺싫ꎬ뛸늻탨튪쿳NAND직듦튻퇹붫쓚죝뢴훆떽RAM횴탐ꎬ틲캪쒿잰NAND직듦듳풼폐10캢쏫뗄퇓동뛸늻쓜ퟷ캪횱뷓듺싫횴탐ꆣ킴죫쯙뛈룺NAND직듦쿠떱ꎬ떫늻탨튪닁돽뗈늽훨ꎬ뛔뇈NOR직듦죟뎤뗄닁돽쪱볤살쮵ꎬ폐룼뫃뗄폅쫆ꆣ퓚짬쯵랽쏦쿠뇤듦뒢웷룼쫇쳡릩쇋뷘좻늻춬뗄쳘탔ꆣ컞싛NAND믲헟NOR직듦뚼틀삵폚쿖퓚쓑틔쯵킡뗄욽쏦펡쮢듦뒢뷡릹짏ꆣ헢쫇틲캪쏅뗄뫱뛈탨튪놣횤10럼뗄닙ퟷ뗧톹ꎬ떫쿖퓚뗄CMOS릤틕틔벰쯵킡떽1럼믲헟룼뗍뗄뗧톹쇋ꆣ떫PCM벼쫵쯦ퟅ듦뒢떥풪뗄쯵킡ꎬGST뗄튲쯦횮쯵킡ꆣ틲듋쳡릩쇋튻룶헦헽짬쯵ퟔ죧뗄랽낸ꆣ쒿잰퓚DVD볇슼훐ꎬ뻍쫇닉폃샠쯆뗄벼쫵ꆣPCM헢훖죠뫏뛠훖듦뒢벼쫵뎤뒦뗄닺욷ꎬ폐뿉쓜퓚맣랺뗄닺욷닣쏦짏뒴퓬돶탂뗄듦뒢뷡릹뫍붵뗍듦뒢쾵춳볛룱ꆣ TOWS뻘헳럖컶 뇭??†량쯷냫떼쳥릫쮾TOWS럖컶뻘헳 呡扬攱???印慮獩潮⁉湣⁔佗?⁍慴物砠 폅쫆(S) 쇓쫆(W) (1) 죋솦풴 (1) 닺욷쿟햭 (2) 샻벼쫵 (2) 짺닺맦쒣킡 (3) 짺닺벼쫵 (3) 훎샭ꆢ쿺쫛맘쾵믬퓓 (4) 뿍럾쓜솦 (4) 훊솿돉놾룟 (5) 쫐뎡뗘캻 (5) 햽싔솪쏋쿞훆 (6) 햽싔솪쏋 믺폶(O) SO햽싔 WO햽싔 (1) 직듦쿠맘쫐뎡돖탸퓶뎤 샻폃늢릮만릫쮾퓚퇐랢짨볆ꆢ삩듳닺욷쿟ꎬ붵뗍훊솿돉놾살(2) 샻벼쫵폐훺췘뿭튵컱 뿍뮧맘쾵뗄폅쫆ꎬ삩듳짺닺맦햼쇬쫐뎡ꎬ돤럖샻폃짺닺쓜(3) 닺쓜욿뺱춻웆 쒣ꎬ뺡솦햼뻝쫐뎡ꆣ늻믘뇜뗍솦ꎬ쪵쿖맦쒣뺭볃ꆣ룃햽싔뇭(4) 쫐뎡룱뻖듸살탂믺믡 돉놾뎧짌뗄뺺헹ꆣ 쿖돉놾쇬쿈햽싔ꆣ 췾킲(T) ST햽싔 WT햽싔 (1) 돉놾쇬쿈뎧짌뗄볓죫 샻폃릫쮾퓚짨볆뫍뿍럾쫐뎡삩듳닺욷쿟ꎬ믘뇜돉놾쇬쿈뎧(2) 릫쮾놻뗍볛쫕릺 랽쏦뗄폅쫆ꎬ폃닮틬뮯살붫돉짌뺺헹ꆣ헒돶닺욷탨쟳뗄닮(3) 쳦듺욷벼쫵뗄랢햹 놾뺺헹틽뾪ꎬ훷뚯틽떼ꆢ엠퇸틬ꎬ삩듳튵컱맦쒣ꆣ틽떼뿍뮧(4) 닺욷짌욷뮯 뿍뮧탨쟳ꆣ헒돶퓶횵뗣ꆣ룄짆탨쟳ꎬ틔럀횹쳦듺욷뗄뷸죫ꆣ(5) 폃뮧쾰맟뗄뇤뮯ꆣ 쿖뷰쇷ힴ뿶 룄짆쿖뷰쇷ꎬ룃햽싔쫇뻛붹햽싔ꆣ 55
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 룹뻝잰쏦쇐뻙뗄량쯷냫떼쳥릫쮾뻟폐뗄폅쫆뫍쇓쫆ꎬ틔벰쯹뒦뗄췢늿믺폶뫍췾킲ꎬ룸돶죧뇭15훐ꎬ쿠펦뗄뿉톡뺺헹햽싔ꆣ 룹뻝잰쏦햽싔뗘캻뫍햽싔탐뚯욥엤럖컶ꎬ량쯷냫떼쳥뗄닆컱ힴ뿶늻병ꆢ뮷뺳뇤뮯듳ꎬ닺튵평폚뺺헹벤쇒ꎬ믱샻쓜솦뇈뷏닮ꎬ뛸량쯷냫떼쳥퓚훘튪뗄쿠뛔돉놾랽쏦늻뻟폐폅쫆ꎬ뇈뷏쫊뫏닉좡럀폹뗄뺺헹햽싔ꆣ쒿잰ꎬ량쯷냫떼쳥햼폐쇋뷏듳뗄쫐뎡럝뛮ꎬ퓚짨볆뫍뿍뮧럾컱랽쏦폐뷏잿뗄뺺헹폅쫆ꎬ쯹틔ꎬ돤럖샻폃쒿잰릫쮾뗄폅쫆ꎬ복짙놾탔횧돶뗄뺺헹폅쫆엠퇸ꎬ믘뇜뺺헹췾킲ꎬ벴닉폃ST햽싔쫇뇈뷏쫊뫏릫쮾쒿잰뗄쓚췢뮷뺳뗄ꆣ 쒿뇪뗄좷솢 릫쮾뗄훐뎤웚뗄쒿뇪쫇엠퇸뫋탄뺺헹쓜솦ꆣ뫋탄뺺헹쓜솦냼삨: 1. 냫떼쳥듦뒢웷퇐랢짨볆쓜솦ꆣ쪹릫쮾폐쓜솦뾪랢돶냫떼쳥듦뒢웷탐튵탔볛뇈ퟮ뫃뗄냫떼쳥듦뒢웷닺욷ꎬ춨맽벼쫵뛸늻쫇놾맦쒣살믱뗃뺺헹뗄뇈뷏폅쫆ꆣ 2. 쿺쫛뫍럾컱쓜솦ꆣ룃쓜솦죃듳훐뿍뮧믱뗃냫떼쳥듦뒢웷릩펦짌훐ퟮ싺틢뗄짌컱뫍벼쫵럾컱쓜솦ꆣ훷튪춨맽뛔뿍뮧뒴탂닺욷쾵춳횧돖ꆢ닺욷훊솿틔벰뚩떥뒦샭ꆢ컯쇷랽쏦살쪵쿖ꎬ랢뻲뫍뿬쯙뿬쯙싺ퟣ폃뮧탂탨쟳살뇜쏢돉쫬쫐뎡뗄벤쇒뺺헹ꎬ볓뿬틔쯙뛈살놣돖뺺헹폅쫆ꆣ 3. 췢냼맜샭쓜솦ꆣ엠퇸뷴쏜뷡뫏릫쮾닺욷릤틕ꆢ닺쓜ꆢ짺닺볆뮮뫍돉놾쒿뇪뗄뺧풲볓릤췢냼맜샭쓜솦ꆣ쪹릫쮾퓚듳럹복짙뺧풲짺닺짨놸짏뗄놾횧돶ꎬ샻폃뫃췢늿짺닺쓜솦ꎬ믘뇜ퟔ짭닆컱랽쏦뗄죵쫆ꎬ놣돖퓚짺닺뮷뷚뗄욽뻹뺺헹쓜솦ꆣ놣횤쓜춬늽탐튵뗄쿈뷸릤틕ꆣ 컄쿗살풴ꎺSpansion릫쮾쇏헻샭 춼?ㄠ₷짋볌?2008쓪쿺쫛쒿뇪춼 䙉䝕剅㌱??印慮獩潮⁉湣⁒敶敲湵?⁇潡氠䥮′〰㠠 56
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뛌웚햽싔쒿뇪쫇쪵쿖닆컱ힴ뿶뫃ꎬ퓚쏷쓪쪵쿖펪튵펯샻ꎬ틔쳡헱막볛ꎬ복짙릫쮾놻뿉쓜뗄뛱틢쫕릺ꆣ퓚뻟쳥뗄쿺쫛쒿뇪짏ꎬ본폚2008쓪좫쟲뫪맛뺭볃뮷뺳뗄뚯떴ꎬ좷뚨쿺쫛쒿뇪캪25틚쏀풪ꎬ복짙퓋펪뿷쯰1틚쏀풪ꎬ죧춼31쯹쪾ꆣ 컄쿗살풴ꎺSpansion릫쮾쇏헻샭 춼㌲†량쯷냫떼쳥2013쓪쿺쫛쒿뇪춼 䙉䝕剅㌲??印慮獩潮⁉湣⁒敶敲湵?⁇潡氠䥮′〱㌠ 퓚2009쓪쪵쿖펯뿷욽뫢ꆣ퓚2013쓪쪵쿖릫쮾쿺쫛쫕죫50틚쏀풪ꎬ죧춼32쯹쪾ꆣ 뺺헹햽싔뗄훆뚨 탐튵틔벰뺺헹뮷뺳횮쯹틔랢짺뇤뮯ꎬ쫇틲캪웤훐펰쿬틲쯘닺짺뚯솦믲헟톹솦떼훂탐튵뗄퇝뮯ꆣퟮ훷튪뗄틲쯘돆캪쟽뚯틲쯘ꎬ쯼뛔탐튵뗄뷡릹뫍뺺헹뮷뺳붫튪랢짺뗄뇤뮯닺짺ퟮ듳뗄펰쿬ꆣ 냫떼쳥듦뒢탐튵뎤웚퓶뎤싊짏짽쫇탐튵뇤룯뗄쟽뚯틲쯘ꆣ죽탇뗧ퟓ퓚DRAM뫍NAND직듦좡뗃쇬떼뗘캻뫳ꎬ닉좡뷸릥탔닟싔ꎬ뷸죫NOR직듦ꎬ량쯷쿖퓚듦퓚ퟅ놻NAND직듦뎧짌볦늢뗄캣쿕ꆣퟮ훕닺욷릺싲헟쿖퓚붫뇣킯쪽짨놸돤럖샻폃퓚쯻쏇뗄짺믮훐ꎬ틲듋춨탅ꆢ폩샖뗈릦쓜뗄퓶잿ꎬ퓶볓쇋탭뛠짨놸뫍쫽뻝듦뒢튪쟳ꆣ닺욷뒴탂ꎬGPS뗄탋웰ꆢWII폎쾷믺뗄탋웰뚼퓶볓쇋쫐뎡뗄탨쟳ꆣ릺싲헟풽살풽욫뫃닮틬뮯닺욷ꎬ붫돉캪캴살뗧ퟓ닺튵뗄쟽뚯틲쯘ꆣ 57
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗍돉놾뮹쫇닮틬뮯 뗍돉놾뺺헹햽싔쫇틔뗍뗄ퟜ돉놾살쳡릩닺욷믲헟럾컱ꆣ죧맻웳튵쿲싲랽쳡릩뿉틔뷓쫜뗄볛횵쮮욽ꎬ웤돉놾폖늻캪쫛볛뗍폚뺺헹헟뗄탨튪쯹뗖쿻ꎬ쓇쎴뗍돉놾햽싔뻍믡듸살뎬뛮뗄쫕틦ꆣ샠쯆뗘ꎬ닮틬뮯뺺헹햽싔쫇튻룶웳튵쓜릻캪싲랽쳡릩튻킩뛀쳘뗄닺욷ꆣ떱헢닺욷뛔폚싲랽살쮵폐볛횵ꎬ춨뎣쫇뫳탸돉놾뗄붵뗍믲헟킧싊뗄쳡룟ꎬ헢룶웳튵뻍뿉틔욾뷨헢룶닮뇰믱뗃틧볛ꆣ죧맻웳튵믱뗃뗄틧볛뎬돶캪뺭펪닮틬뮯뛸ힷ볓뗄럑폃ꎬ쓇쎴뺭펪닮틬뮯뻍믡쪹웳튵믱뗃돶즫뗄튵벨ꆣ웳튵뺭펪닮틬뮯뿉쓜싺ퟣ닺튵훐훚뛠뗄싲랽탨튪ꎬ튲뿉쓜싺ퟣ폐쳘쫢탨튪뗄튻킡좺싲랽ꆣ죎뫎튻훖볛횵믮뚯뚼쫇뛀쳘탔뗄튻룶잱퓚살풴ꆣ튻룶웳튵뗄닮틬뮯튲뿉틔붨솢퓚믮뚯뗄맣뛈믲헟뺺헹뿕볤횮짏ꆣ닮틬뮯뿉틔살풴폚웳튵뗄쓚늿ꎬ튲뿉틔살풴폚잰쿲쟾뗀ꆣ늢쟒닮틬뮯폫돉놾쎻폐횱뷓맘쾵ꆣ 솼뫃뗄뺺헹햽싔뇘탫쫇톰헒믺믡쪹릫쮾잿쫆뇤캪뺺헹폅쫆ꎬ춨뎣쫇춨맽샻폃릫쮾잿쫆뷸릥뺺헹뛔쫖뗄뺺헹죵쫆뗄춾뺶살쪵쿖헢훖뇤ꆣ듓잰쏦뗄럖컶컒쏇뿉틔뾴돶량쯷냫떼쳥뗄뫋탄쓜솦쫇벯돉뗧슷뗄퇐랢짨볆ꆢ뺧풲뗄짺닺ꆢ럢ힰ닢쫔ꆢ틔벰쿺쫛쟾뗀뗄맜샭ꆣ떫헢횻쫇닎폫쫐뎡뺺헹뗄뇘튪믹뒡쓜솦ꎬ늢쎻폐돖뻃뗄뺺헹폅쫆ꆣ쿠뛔뺺헹뛔쫖ꎬ릫쮾뻟폐뗄뛀쳘쓜솦쫇샻벼쫵MirrorBit퇐랢ꆣ 쪵쪩닮틬뮯햽싔뗄뚨틥 룄퓬릫쮾볛횵솴살붨솢돖뻃뗄뺺헹폅쫆ꆣ붫볌탸볓잿벼쫵뫍펦폃뗄뾪랢ꎬ룺ퟙ탂탋펦폃ꎬ볓잿컯쇷맜샭ꆢ쫐뎡풤닢ꆢ쫐뎡펪쿺ꎬ볓잿뿍뮧맘쾵엠퇸ꎬ냯훺뿍뮧뿬쯙쪵쿖웤뒴탂ꆣ복짙ퟔ탐짺닺ꎬ붫볛횵뒴퓬뮷뷚듓짺닺쿲퇐랢짨볆뫍펪쿺틆ꆣ뇜쏢릫쮾닆컱짏뗄죵쫆ꎬ쪵쿖풴폅쫆뗄돖탸ꆣ뺺헹솦볛횵뗄쓜솦쫇벼쫵퇐랢쓜솦ꆢ냼삨췢냼ꆢ컯쇷ꆢ뿍뮧럾컱뗄맜샭쓜솦ꎬ틔벼쫵듸뚯뒴탂뗄쯙뛈살훆쪤ꆣ킭뗷쟸폲ꆢ늿쏅횮볤뗄횰쓜ꎬ쳡룟쫐뎡뗄랴펦쓜솦ꆣ 쪵쪩닮틬뮯햽싔뗄풭틲 1. 릫쮾뗄뺺헹쓜솦컞램캬돖쒿잰뗄뗍돉놾뺺헹ꆣ 쒿잰뗄짌튵쒣쪽훷튪쫇춨맽샻벼쫵뫍ퟔ붨릤뎧횴탐뗍돉놾햽싔ꎬ삩듳쫐뎡럝뛮ꎬ쪵쿖샻죳ꆣ룃쒣쪽쿂ꎬ뒴퓬볛횵뗄뮷뷚쫇짺닺ꎬ폫뺺헹뛔쫖뺺헹벤쇒ꆣ틲캪냫떼쳥듦뒢뗄릤틕뇤뮯뷏뿬ꎬ짺닺쿟뗄춶뻞듳ꆣ듓춼33쯹쪾죽탇뗧ퟓ릫쮾뗄2002쓪떽2006쓪뗄놾횧돶ퟣ볻튻냟ꆣ릫쮾뗄닆컱ힴ뿶쓑틔횧돖놾횧돶뫜룟뗄ꎬ춨맽맦쒣뺭볃뫍닺쓜샻폃싊쳡룟뗄뗍돉놾햽싔ꆣ 58
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺ죽탇뗧ퟓ릫쮾쇏헻샭 춼㌳†죽탇뗧ퟓ㈰〲ꎭ㈰〶놾횧돶춼?䙉䝕剅㌳??卡浳畮朠䕬整牯湩挠䍡灥砠楮′〰㈭㈰〶? 직듦쫐뎡벤쇒뺺헹쳘탔쏷쿔ꆣ훷튪뗄뺺헹쫇돉놾ꆢ쫛볛ꆢ탔쓜ꆢ훊솿ꆢ뿍뮧맘쾵뫍캪뿍뮧쳡릩뢽볓횵뗄쓜솦ꆣ컒쏇뗄뺺헹뛔쫖쳡릩룼뻟뺺헹솦뗄볛룱떼훂직듦닺욷탐튵쫛볛뗄쿂뗸ꆣ냼삨펢쳘뛻ꆢ죽탇ꆢ죕솢뫍쿄웕쓜죌쫜룼뗍뗄볛룱쫇틲캪쯻쏇쓜듓웤쯻럇직듦튵컱좡샻죳ꆣ죃웤쯻튵헟컞램돐쫜ꎬ2007쓪웤릫쮾ퟜ쳥놾횧돶죔좻듯떽틚쏀풪ꆣퟮ뷼ꎬ죽탇뗧ퟓ릫쮾볆뮮춶듳풼9틚쏀풪폃폚짽벶듦뒢킾욬짺닺쿟ꎬ붫볓뻧헢돉놾뺺헹쫆춷ꆣ쿖퓚탂뫏늢뗄릫쮾쟣쿲폃볛룱살햼쇬룼듳쫐뎡럝뛮ꆣ춨맽닉폃닮틬뮯햽싔ꎬ뿉틔붫폫뺺헹뛔쫖뗄횱뷓뺺헹복죵ꆣ 2. 춨맽룄퓬볛횵솴ꎬ뿉틔엠퇸돖뻃뺺헹폅쫆ꆣ 놣쇴뺧풲짺닺뗄늿럖쓜솦ꎬ뛸춨맽췢냼살쪵쿖룃뮷뷚뗄폫뺺헹헟쿠뷼뗄돉놾ꆣ뛸볓잿짨볆뫍쿺쫛럾컱ꆣ붫살듦뒢벼쫵뿉쓜죚뫏퓚튻웰ꎬNAND직듦뫍NOR직듦폅뗣뷡뫏ꎬ쫽뻝뫍돌탲춳튻듦뒢ꎬ닙ퟷ볲떥ꆣ룏뎬뛔쫖뗄믺믡퓚폚퇐랢짨볆닺욷펦폃뫍쿺쫛럾컱랽쏦ꆣ붫MirrorBit벼쫵뫍퇐랢훇솦풴ꆢ틔벰폫듳뿍뮧뗄뫏ퟷ맘쾵ퟷ캪풴잱쓜ꎬ춨맽솼뫃뗄췢냼맜샭살쏖늹짺닺뗄늻ퟣꎬퟅ퇛탂탋뗄펦폃뫍뿬쯙퓶뎤뗄듦뒢쫐뎡탨쟳ꎬ돉캪듦뒢탐튵뗄쇬뻼웳튵ꆣ럅웺췪좫틀뾿ퟔ벺짺닺쓜솦뗄믺믡ꎬ샻폃벼쫵뫍뿍뮧맘쾵뗄폅쫆ꎬ쓜릻캬돖ꆣ짺뎤쓜솦폐룟춨ꆢ늩춨뗈룟뿆벼웳튵뗄췆뷸ꎬ벼쫵믡놣돖랢햹ꎬ늻믡춣훍ꆣퟷ캪듺릤탐튵뗄뺺헹룱뻖살쮵ꎬ닺쓜돤ퟣ쫇쯻쏇훆쪤뗄튪뻷ꎬ뿉틔횵뗃틔살ꆣ쪵쪩듋햽싔뗄췾킲퓚폚뺺헹뛔쫖뷸탐뿍뮧뷓쫜뗄벼쫵룯탂ꆣ릫쮾튪쪱뿌맘힢뺺헹뛔쫖뗄탐뚯ꎬ퓚릫맘짏돤럖샻폃릫쮾뒿듢직듦뗄뷇즫ꎬ샻폃뺺헹뛔쫖뫍뿍뮧횮볤뗄샻틦돥춻살늩?ꎬ퓶볓ퟔ벺뗄닺욷뗄틧볛ꆣ볓잿췢냼맜샭뫍펦폃뾪랢뗄벼쫵폅쫆ꆣ붫볛횵솴훐뒴퓬볛횵뗄뮷뷚듓짺닺틆떽짨볆뫍쿺쫛짏ꎬ헢킩뮷뷚 59
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뿉틔쪵쿖닮틬뮯ꎬ뇜쏢폫뺺헹뛔쫖뗄잿쫆쓜솦뷸탐뺺헹ꆣ죧맻돶쿖뿉쓜뗄벼쫵룯탂탨튪ퟶ뫃컾짼뛌웚샻틦ꎬ샻폃쿺쫛뮷뷚뗄폅쫆ꎬ좡뗃벼쫵탭뿉ꆣ톸쯙톧쾰쳦듺벼쫵살펦뛔ꆣ 쪵쪩닮틬뮯햽싔뗄뿉탐탔 (1) 량쯷냫떼쳥퓚퇐랢짨볆쓜솦폐잿듳뗄쪵솦ꆣ 릫쮾퓚룼쿈뷸뗄직듦닺욷짨볆ꆢ훆돌ꆢ짺닺랽쏦ퟶ쇋돖탸뗄퇐랢춶ꎬ퓚2006쓪뫍2007쓪ꎬ퇐랢럑폃듳풼캪틚뫍틚쏀풪ꆣ럖뇰햼떽쿺쫛쫕죫뗄13%뫍17%ꎬ쿖퓚릫쮾헽퓚뾪랢탂뗄럇틗쪧탔직듦벼쫵ꎬ냼삨65nm뫍45nm훆돌벼쫵ꆣ헢킩릤ퟷ캪릫쮾릹붨쇋잿듳뗄벼쫵쪵솦ꎬ뿉틔퓚웤쯻펦폃쇬폲살쪵쿖뒴탂볛횵ꆣ캴살뗄닺욷붫룼뻟폐룶탔뮯ꎬ틲듋폐쳘뇰뗄탨쟳붫믡돶쿖ꎬ용죧뿉뾿탔ꆢ놣쏜폃춾ꆢ뎬룟뛁킴탔쓜뗈닺욷ꆣ (2) 량쯷냫떼쳥쓜릻췪돉뺧풲짺닺뗄췢냼 뺺헹뛔쫖뗄뗍돉놾뺺헹햽싔죃릫쮾튪캪캴살춨폃웷볾뗄볛룱뺺헹듲뫃믹뒡ꆣ뺺헹뛔쫖틔짺닺캪뫋탄뺺헹솦뗄랽쪽믡늻뛏볓잿ꎬ퓚짺닺랽쏦튪뺺헹좡뗃쪤샻럇뎣삧쓑ꎬ쯹폐튪춨맽퓶잿췢냼맜샭뗄랽쪽살샻폃좫쟲듺릤뎧뗄뺧풲볓릤쓜솦살펦뛔뛔쫖뗄뺺헹ꆣ떫쫇풭살퇐랢짨볆쓜솦ꆢ폫뿍뮧뗄솼뫃맘쾵탨튪볌탸놣돖ꆣ 2007쓪좫쟲듺릤잰쪮듳웳튵쿺쫛뛮듯떽틚쏀풪ꎬ뻟폐돤ퟣ뗄릩펦쓜솦ꆣ릫쮾쿖퓚샻폃첨믽뗧ꆢ뢻쪿춨ꎬ붫살뮹믡폐훐킾맺볊뗄듺릤ꆣ컒쏇뮹샻폃뛀솢뗄돐냼짌살ퟶ컒쏇닺욷뗄늿럖ퟩힰꆢ닢쫔뫍럢ힰꎬ뗚죽랽뎧짌쎻폐잿훆놣횤튻룶훊솿뇪ힼꆣ컒쏇탨튪쯻쏇뗷엤늿럖닺쓜살짺닺뿉틔뷓쫕뗄훊솿ꆢ돉욷싊ꎬ좻뫳틔뿍뮧죏뿉뗄볛룱랢룸뿍뮧ꆣ컒쏇탨튪뺡솦닉좡듫쪩ꎬ죃쯻쏇냯훺싺ퟣ릫쮾뗄뛌웚뫍뎤웚탨쟳ꆣ뛔췢냼뗄맜샭쫇붫릫쮾뗄짺닺쓜솦폫췢늿릲쿭ꎬ쓜릻복짙놾횧돶ꎬ룺뷸릤틕뗄랢햹ꎬ춨맽맦쒣뺭볃킧펦ꎬ쪵쿖폫뺺헹뛔쫖쿠떱믲헟폐폅쫆뗄돉놾ꎬ쪵쿖맜샭쓜솦듸살뗄돖뻃뗄뺺헹폅쫆ꆣ헢킩뎧짌튲캪웤쯻릫쮾ꎬ떱좻냼삨량쯷뗄뺺헹헟뫍ퟔ벺짺닺닺욷ꎬ퓚ퟮ킡놣횤쫽솿췢ꎬ뿉틔내헕쯻쏇뗄폅쿈벶뇰살낲업닺쓜ꆣ뫍튻룶뎧짌붨솢뫏ퟷ맘쾵탨튪뫃벸룶벾뛈뗄쪱볤ꎬ탨튪뛮췢뗄뾪랢ꆢ짺닺뗈럑폃살쫊펦뎧짌뗄짺닺ꆣ쯻쏇뗄짺닺쓜솦쫇럱쫊펦컒쏇뗄벼쫵튲쫇튻룶컊쳢ꎬ복짙쇋붻믵볆뮮뗄뿘훆ꆢ훊솿놣횤ꆢ돉욷싊뫍돉놾ꎬ췺벾뗄닺쓜늻ퟣꎬ맺췢퓋ퟷ뗄럧쿕ꎬ횪쪶닺좨놻럇램쪹폃ꆢ맜샭뿢듦뫍쇣볾뗄럧쿕ꆣ (3) 량쯷냫떼쳥폐좫쟲뗄쿺쫛췸싧ꎬ놣횤쿺쫛럾컱뗄뺺헹솦 릫쮾퓚좫쟲랶캧펪쿺뫍쿺쫛닺욷ꎬ폐좫쏦뗄쫐뎡뢲룇쓜솦폅쫆ꆣ릫쮾춨맽훚뛠횱뷓뫍볤뷓뗄쟾뗀펪쿺닺욷ꆣ떫훘뗣퓚뚥벶뗄쫖믺OEM뫍잶죫직듦뿍뮧뗄횱뷓맘쾵짏ꆣ컒쏇쳡릩췅뛓살캪닎뾼짨볆훐펦폃컒쏇뗄닺욷ꎬ헢킩닎뾼짨볆믡놻컞쿟쳡릩짌맣랺닉폃ꆣ퓚잶죫쾵춳뗄 60
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 펦폃짏ꎬ컒쏇췅뛓붫엤뫏웤쯻냫떼쳥닺욷룟킧뗄샻폃릫쮾뗄닺욷ꎬ쪹릫쮾닺욷퓚뎧짌훐맣랺닉폃ꆣ릫쮾펪쿺믮뚯쒿뇪뿍뮧냼삨닎뾼짨볆랽낸릫쮾ꆢ잱퓚뫏ퟷ믯냩ꎬ믡닉좡횱뷓뗄햹믡ꆢ믮뚯ꎬ튲믡볤뷓뗘죧릫맘ꆢ쫐뎡탅쾢춨톶뗈랽쪽ꆣ퓚죕놾ꎬ릫쮾샻폃뢻쪿춨ퟷ캪뛀볒듺샭ꆣ죕놾퓚2006쓪2007쓪쫇컒쏇훘튪뗄쟸폲쫐뎡ꎬ룹뻝쮫랽뗄킭틩ꎬ뢻쪿춨붫좫솦틔뢰뗄퓚죕놾췆쿺룶릫쮾닺욷뫍웤쯻뢻쪿춨럾컱뗄뿍뮧ꆣ죧맻내헕쒳훖뇪ힼꎬ뢻쪿춨늻쓜듯떽뗄뮯ꎬ컒쏇폐좨샻튪쟳뢻쪿춨닉좡쫊떱뗄듫쪩ꎬ냼삨탨쟳웤쯻듺샭럖쿺짏ퟷ캪늹돤ꆣ2006쓪뫍2007쓪ꎬ뢻쪿춨햼쇋36%뫍37%ꆣ릫쮾웤쯻뗄럖쿺듺샭붫닺욷싴룸웤쯻OEMꆢODM뫍뫏춬훆퓬짌ꎬ릫쮾훷튪캪웤쳡릩12퓂짺닺죕웚쓚뗄췋믵뫍튻킩헛뿛ꆣ릫쮾뗄뿍뮧OEMꎬoriginal design manufacturers, or ODMs, 뫍뫏춬훆퓬짌ꆣ퓚헢킩뿍뮧훐ꎬNOKIA듳풼햼쇋2007쓪뛈10ꎥ쿺쫛쫕죫ꆣ2006쓪ꎬAMD햼쇋13%ꆣ (4) 량쯷냫떼쳥릫쮾폐돉릦뗄닮틬뮯뺺헹 량쯷냫떼쳥뗄닺욷훊솿뿚놮솼뫃ꎬ뗃떽뿍뮧뗄맣랺죏뿉ꆣ튻냣쟩뿶쿂ꎬ컒쏇놣횤컒쏇뗄닺욷퓚붻믵퓋쫤ꆢ짺닺웷볾늻돶쿖듃ꎬ럻뫏릫쮾뗄랢늼뗄닺욷맦룱ꆣ돽쳘쫢쟩뿶췢ꎬ컒쏇쳡릩튻쓪뗄폐쿞놣횤ꆣ퓚닢쫔랽쏦ꎬ튻킡늿럖돉놾쳡룟쇋닺욷뗄훊솿ꎬ뛔뺭펪닮틬뮯닺짺훘듳펰쿬ꆣ퓚웻뎵뗧ퟓ쇬폲ꎬ량쯷냫떼쳥폐솼뫃뗄쫐뎡짺첬쾵춳ꆣ릫쮾튲듓뇈뷏뫃뗄쎫샻싊훐쫜틦ꆣ퓚믺뚥뫐랽쏦ꎬ벸쓪살ꎬ량쯷뺫룻쾸ퟷ폫늩춨ꆢConexant뗄맘쾵ꎬ붫릫쮾뗄닺욷째춸떽쯹폐쯻쏇뗄닎뾼짨볆훐ꆣ릫쮾췪좫샭뷢쯻쏇뗄룶탔탨쟳ꎬ늢퓚닺욷훐싺ퟣ헢킩튪쟳ꎬ뛸쟒춨뎣뇈뛔쫖ퟶ뗃룼뫃ꆣ틲듋좡뗃뎬돶욽뻹쮮욽뗄돉릦ꆣ릫쮾볆뮮퓚웤쯻쇬폲튲뢴훆헢훖돉릦ꆣ 쪵쪩닮틬뮯뺺헹햽싔뗄튵컱닣햽싔 (1) 룄퓬볛횵솴ꎬ퓶볓췢냼뺧풲짺닺ꎬ믘뇜릫쮾죵쫆ꎬ캬돖폫뺺헹뗐쫖쿠뷼뗄뺧풲훆퓬돉놾 닉폃쏦쿲뿍뮧뗄짺닺닟싔ꎬ쪵쿖쿻복돉놾ꆢ죡탔릩펦뫍닉폃쿈뷸뗄벼쫵ꆣ살놣횤릫쮾닮틬뮯햽싔쫇퓚뫏샭뗄돉놾짏뷸탐ꆣ퓶볓릫쮾뗄뺧풲짺닺췢냼ꎬ샻폃췢늿뗄짺닺풴살싺ퟣ짺닺쓜솦뗄퓶뎤탨쟳ꎬ죧춼34쯹쪾ꆣ 61
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺSpansion릫쮾쇏헻샭 춼㌴†량쯷냫떼쳥닺쓜뷡릹춼 䙉䝕剅㌴??印慮獩潮⁉湣⁗慦敲⁰牯捥獳瑲畣瑵牥? 뺺헹뛔쫖죽탇뗄뫳쿲튻쳥뮯뫍뫣틤냫떼쳥뗄닺짺ꎬ쿔쪾쇋냫떼쳥듦뒢탐튵헽퓚틔튻룶룼듳뗄닺튵좺뷸탐뺺헹ꆣ탐튵뗄닺쓜맽쪣ꎬ죃량쯷늻뗃늻붵뗍볛룱ꆣ죽탇냫떼쳥폐ퟔ벺뗄뺧풲뎧뫍튵뗄듺릤뎧ꎬ헢벸쓪튻횱퓶볓닺쓜ꆣ탐튵닺쓜퓶볓뎬맽탨쟳ꎬ떼훂닺쓜맽쪣ꎬ직듦쫐뎡훜웚탔뗄뗍쏔ꎬ떼훂릫쮾닺쓜컞램돤럖샻폃ꎬ늢돥믷닺욷뗄쫛볛ꆣ평폚럇뎣쓑틔ힼ좷풤닢릫쮾닺욷뗄쫐뎡ꎬ죧맻쫐뎡퓶뎤늻럻풤웚ꎬ닺쓜맽쪣떼훂헛뻉퓶볓ꆣ떱탐튵닺쓜맽쪣뗄쪱뫲ꎬ뿍뮧늢늻내헕헻탐뢶퓋쪱볤살뚩믵ꎬ튲붫퓶볓풤닢쫐뎡뗄쓑뛈ꆣ 닉폃뺧풲짺뎤췢냼뗄뒹횱뷢쳥닟싔ꆣ릫쮾쒿잰펵폐뗄짺닺벼쫵뛔돖뻃뺺폅쫆늢늻훘튪ꆣ붫뺫솦벯훐폚볛횵솴벯훐퓚퇐랢짨볆뫍쿺쫛ꆢ뿍뮧럾컱뮷뷚ꆣ 붵뗍릫쮾쏦쇙뗄뇤뮯뗄럧쿕ꎬ죧짺닺벼쫵실뫳ꆣ쿲450mm뺧풲퇝뮯뗄럧쿕ꆣ벯훐폚뫋탄튵컱ꎬ힢폚퇐랢짨볆뫍릩펦솴맜샭ꆣ볛룱춨뎣쫇릫쮾좷뚨붫뫏춬룸쓄룶릩펦짌뗄뻶뚨틲쯘ꎬ뛸쟒룷룶릫쮾믡닉좡룷훖닟싔ꎬ돤럖샻폃릩펦짌ꎬퟮ훕믱뗃뿉쓜뗄ퟮ뗍볛룱ꆣ뮻릩펦짌뗄췾킲쫇릫쮾쯹펵폐뗄ퟮ훷튪뗄커웷ꆣ떫쿖퓚ꎬ듳뛠쫽릫쮾쫇폫짙쫽쓜솦뫜잿뗄릫쮾붨솢솪쏋뫍햽싔뫏ퟷ믯냩맘쾵ꆣ (2) 춨맽퇐랢뫍짨볆뮷뷚ꎬ짮뻲낲좫쫽뻝듦뒢뗄펦폃ꆣ 뺡맜붫뗧뮰뇤캪틴욵능럅웷ꆢ쫓욵능럅웷ꆢ폎쾷믺뫍쫽ퟖ잮냼뗄룷훖벼쫵좡뗃쇋뎤ퟣ뗄뷸늽ꎬ떫쫇쫖믺낲좫벼쫵죔좻실뫳폚웤쯻틆뚯ퟩ볾벼쫵뗄랢햹늽랥ꆣ헢훖ꆰ벼쫵닮뻠ꆱ뿉쓜믡떼훂퇏훘뗄럧쿕뫍뺭볃쯰쪧ꆣ틲듋탅죎볆쯣ꆢ볓쏜릦쓜캪쫖믺쫐뎡쳡릩룼룟뗄낲좫탔쫇튻룶탂탋뗄쫐뎡ꎬ횵뗃릫쮾좥쳡릩닺욷뫍럾컱ꆣ 량쯷릫쮾헽퓚춨맽튵뷧뗚튻훖횱뷓벯돉떽직듦ퟓ쾵춳쓚늿뗄낲좫벼쫵ꎬ캪틆뚯뗧뮰쳡릩룼룟뗄낲좫탔ꆣ샻폃량쯷릫쮾뗄낲좫직듦ퟓ쾵춳ꎬ쫖믺훆퓬짌뿉틔폐킧뗘럀랶늡뚾뫍릥믷ꎬ춬쪱캪퓋펪짌쳡릩탂뗄짨놸릦쓜뫍퓶잿뗄튵컱쒣쪽ꆣ헢훖믹폚직듦뗄탂탍낲좫벼쫵쫇량쯷릫쮾쏅캪틆뚯뗧뮰뛸짨볆뗄ꎬ뿉틔놣뮤쯹폐쾸럖쫖믺쫐뎡짏훘튪뗄쿻럑헟쫽뻝ꆢ쓚죝뫍듺싫ꆣ 62
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 헢훖량쯷릫쮾뛀뒴뗄틆뚯낲좫벼쫵퓚튻룶틆뚯낲좫킾욬짏벯돉쇋뛠훖볓쏜ꆢ짭럝퇩횤ꆢ쯦믺쫽짺돉뫍웤쯻낲좫릦쓜ꆣ룃킾욬붫믡놻럢ힰ떽직듦ퟓ쾵춳횮훐ꆣ량쯷릫쮾낲좫직듦쯹횧돖뗄탂탍펦폃뫍룄뷸탍펦폃냼삨ꎺ z 늡뚾믖뢴릦쓜ꎬ벴퓚늡뚾룐좾쫖믺쪱놣뮤쫖믺뗄닙ퟷ쾵춳ꆢ릦쓜뫍쫽뻝 z 컞뷓뒥횧뢶ꎬ벴춨맽캪틆뚯짌컱붻틗쳡릩볓쏜뗄쫽뻝듦뒢뫍춨탅킭틩ꎬ샻폃쫖믺뛸늻쫇탅폃뾨릺싲짌욷 z 샻폃SIM쯸뚨뫍짨놸맜샭릦쓜놣뮤쫖믺ꎬ죃쟔퓴컞램쪹폃뗁살뗄쫖믺 z 춨맽낲좫럃컊뿘훆ꎬ샻폃쫖믺ꡄꡄ뛸늻쫇풿돗ꡄꡄ뷸탐뛠훖믮뚯ꎬ샽죧뾪뎵쏅ꆢ웴뚯웻뎵믲헟듲뾪랿쏅ꎻ 춨맽폃뮧짭럝퇩횤뫍쫜놣뮤쏜풿듦뒢ꎬ쳡릩낲좫뗄웳튵쫽뻝뿢럃컊ꆣ맽좥ꎬ뗧ퟓ짨놸뗄낲좫놣뮤뚼쫇춨맽죭볾뒦샭뗄ꎬ헢훖랽쪽뫜죝틗퓢쫜릥믷ꆣ량쯷릫쮾뗄낲좫직듦벼쫵늻뷶뿉틔퓚직듦ퟓ쾵춳쓚늿쳡릩펲볾놣뮤ꎬ뮹뿉틔춨맽쓚듦훐뗄쫜놣뮤쟸폲ꎬ샽죧직듦훐떥뛀뗄ꆢ볓쏜뗄듦뒢쟸폲ꎬ캪폃뮧ꆢ퓋펪짌ꆢ쓚죝냦좨뛔쿳뫍쫖믺훆퓬짌쳡릩놣뮤ꆣ룃뷢뻶랽낸닉폃쇋뛠킾욬럢ힰꎬ쫊폃폚뗍뛋떽룟뛋뗄룷훖뗧뮰ꎬ뛸쟒뛀솢폚쫖믺쯹쪹폃뗄OS뫍킾욬ퟩꆣ헢쪹뗃쫖믺짨볆죋풱뿉틔볓뿬탂닺욷뗄짏쫐쯙뛈늢뷚풼뾪랢돉놾ꆣ 볓쏜킾욬뗄뺺헹ꎬ폌죧웻뎵쫐뎡튻퇹ꎬ폐쿈죫캪훷뗄ퟷ폃ꎬ릹돉뺺헹뗄뷸죫뇚생ꆣ뿉틔볦맋볛횵뒴퓬뫍볛횵믱좡횮볤뗄욽뫢ꆣ뿉틔탎돉돖뻃뗄닮틬폅쫆ꆣ (3) 붫닺욷삩햹떽뮥솪췸쫐뎡뗄펦폃 룶죋뗧쓔뫍뮥솪췸햼뻝냫떼쳥쫐뎡훘튪뗘캻ꆣ퓚듦뒢랽쏦ꎬ룃쇬폲뗄훷튪펦폃닺욷캪DRAMꆣ뮥솪췸쫽뻝훐탄짨놸믹놾짏퇘쾮쇋룶죋뗧쓔쫐뎡닺욷쳘뗣ꎬ떫퓚뿉뾿탔ꆢ쫽뻝뒫쫤랽쏦폐튻킩볓잿ꆣ2000쓪틔뫳ꎬ뮥솪췸훰붥헒돶뫏쫊뗄짌튵쒣쪽ꎬ쒿잰냼삨뗈벼쫵췆뚯펦폃뿬쯙ꆣ췸짏뗄쫽뻝벱뻧엲헍ꎬ쪹룃쇬폲뗄폃뮧쏦쇙훮뛠쳴햽ꆣ 1. 럾컱웷쫽솿벱뻧퓶뎤ꎬ룸퓋펪짌돉놾뿘훆쳡돶쳴햽ꆣ퓚쒿잰폃뮧뗄쒣쪽쿂ꎬ떥첨럾컱웷뗄쓜솦삩햹틑뺭듯떽쒿잰쳵볾쿂뗄벫쿞ꎬ쓚죝퓶볓뫍캪퓶볓폃뮧럾컱ꎬ뻍뇘탫내뇈샽퓶볓럾컱웷쫽솿ꎬ늢붨짨쿠펦쫽솿뗄랿컝짨놸ꆣ헢늻뷶듳럹퓶볓쇋만뚨닺뗄춶죫놾ꎬ뛸쟒평폚럾컱웷헛뻉쿠뛔뇈뷏뿬ꎬ쪹퓋펪짌듳럹퓶볓만뚨닺헛뻉럑폃ꆣ2008쓪ꎬ마루듳풼폐튻냙췲첨럾컱웷퓚퓋탐ꎬ쎿쓪탂볓30ꎭ40췲첨ꎻ캢죭폐40췲첨럾컱웷퓚퓋탐ꎬ벸뫵쎿쓪뚼퓚랭놶ꆣ훐맺뺳쓚뗄냙뛈ꆢ쳚톶ꆢ낢샯냍냍뗈췸싧쓚죝쳡릩짌ꎬ쎿쓪뚼퓚듳솿탂쳭럾컱웷ꆣ룹뻝뇊헟뗄뗷닩탅쾢ꎬ틔짏췸햾뚼쿖뷱뗄벼쫵펦폃쓜폐쯹룄뷸ꆣ럾컱웷쫽솿뗄퓶볓떼훂퓋펪짌럾컱웷맜샭쓑뛈퓶듳ꆣ탨튪룼뛠뗄죋솦풴살캬뮤헢킩짨놸ꆣ 2. 뮥솪췸쫽뻝훐탄ꎬ쏦쇙ퟅ뗧솦쿻뫄풽살풽듳뗄컊쳢ꆣ탐튵퇐뺿뷡맻뇪쏷ꎬ2008쓪쫽뻝훐탄훐뗄DRAM듳룅쿻뫄쫽뻝훐탄튻냣뗄뗧솦ꎬퟮ훕헢킩뗧솦뚼뮯캪죈쓜즢랢ꆣ샤좴헢킩짨놸뗄뗧솦쿻뫄벸뫵뫍헢킩럾컱웷쿻뫄릦싊쿠떱ꆣꆶThe Wall Street Journalꆷ뻍헢룶컊쳢 63
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쏅놨떼맺마루쏀맺뗄쫽뻝훐탄엓듳뗄뗧솦짨쪩햹쿖캴살컊쳢뗄퇏훘탔ꆣ붵뗍럾컱웷뗧솦쿻뫄퓚퓋펪훐ꎬ뿉틔믱뗃쮫놶뗄뷚쪡뗧솦ꎬ듳럹붵뗍퓋펪돉놾ꆣ퓋펪짌폐뛔복짙뗧솦쿻뫄뗄벱쟐탨쟳ꆣ뇊헟퓸퓚맺쓚튻볒럾컱웷뎧짌헦쟐쇋뷢떽쫽뻝훐탄뛔즢죈쾵춳뗄떣폇ꆣ 3. 럾컱웷뗄탔쓜폐벫듳뗄샋럑ꆣ쒿잰뮥솪췸뗄튵컱쒣쪽쫇쪹폃쫽뻝듸살뗄쫕틦ꎬ쫽뻝쫽솿뛔퓋펪짌뗄럾컱쓚죝뫍훊솿폐횱뷓맘쾵ꎬ떫룃쫽뻝펦폃폐룶쳘뗣ꎬ쫽뻝뗄룼탂풶풶뗍폚쪹폃뗄욵싊뫍튪쟳ꆣ뻍쫇탭뛠탔쓜뫍쓚듦횱뷓쿠맘ꎬ쫽뻝훷튪틔뛁좡캪훷ꎬ뺭뎣쪹폃뗄쫽뻝횻햼뻝쇋웤훐뗄킡늿럖ꆣ90%뗄펦폃벯훐퓚10%뗄쫽뻝짏ꆣ틲듋쒿잰DRAM뿬쯙뗄킴죫쳘탔퓚퓋펪훐펦폃늻뛠ꎬ떫룃탔쓜쫇DRAM뷡릹듸살뗄쳘뗣ꆣ룟릦뫄뫍룟돉놾듸살뗄폅쫆퓚퓋펪짌뒦쫇튻룶럇뎣듳뗄샋럑ꆣ 듓헫뛔뮥솪췸쫽뻝훐탄헢룶쾸럖쫐뎡뾴ꎬ 1. 룹뻝량쯷냫떼쳥릫쮾벼쫵쇏쿔쪾ꎬ퓚90nm릤틕횮뫳ꎬNOR직듦뛔DRAM뻟폐놾훊뗍돉놾ꎬ벴춬뗈쫽뻝듦뒢죝솿쳵볾쿂ꎬNOR직듦퓚뺧풲랽쏦뗄돉놾뇈DRAM뗍ꎬ뛸헢늿럖퓚닺욷돉놾뷡릹훐ꎬ뻟폐ퟮ듳뗄뇈샽ꆣ틲듋ꎬNOR직듦듦퓚틔뗍돉놾캪뺺헹폅쫆ꎬ쳦듺DRAM뗄믺믡ꆣ평폚닺욷컯샭뷡릹뗄쳘헷ꎬ벼쫵뗄랢햹붫쪹솽헟횮볤뗄닮뻠붫풽살풽듳ꆣ 2. 량쯷냫떼쳥릫쮾움맀맽NOR직듦퓚뮥솪췸훐탄뗄펦폃ꆣퟮ뎣폃뗄뛁좡쯙뛈뿉듯떽DRAM뗄90틔짏ꆣ퓚쒿잰벸뫵쳵볾쿂ꎬ붫쪹럾컱웷뗄쓚듦삩듳8놶ꆣ춬뗈죝솿뗄뗧솦쿻뫄쫇DRAM뗄10%ꆣ뿉틔싺ퟣ뿍뮧벱쟐탨쟳ꆣ 3. 퓚쫕릺주뢣ꎬ좡뗃NROM벼쫵쯹폐좨ꎬ좡뗃벼쫵폅쫆ꎬ뇜쏢쇋웤쯻뺺헹헟뷩죫ꆣ뛸쟒좡뗃붫닺욷펦폃떽웤쯻쇬폲뗄벼쫵쓜솦ꆣ 컄쿗살풴ꎺퟷ헟헻샭 춼㌵†량쯷냫떼쳥XRAM폫DRAM볛횵쟺쿟춼 䙉䝕剅㌵??印慮獩潮⁘剁䴠慮搠䑒䅍⁖慬略⁃畲癥 64
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 듓춼35볛횵쟺쿟살뾴ꎬNOR직듦뛔DRAM퓶볓쇋릦뫄뗄탔쓜ꎬ쳞돽쇋킴죫뗄탔쓜ꎬ볓잿쇋볛룱폅쫆ꆣ틲캪탂닺욷ꎬ뛔뾪랢쓑뛈폐퓶볓ꎬ떫쳡릩쇋룼뫃뗄벼쫵럾컱살쏖늹ꆣ 틲듋ꎬ릫쮾뿉틔붫NOR직듦펦폃떽룃뮥솪췸쫽뻝훐탄ퟷ캪닮틬뮯뺺헹닟싔뗄쟐죫뗣ꎬ퓝쟒붫탂닺욷쏼쏻캪XRAMꆣ퓚튵컱닣햽싔훆뚨쿠펦뗄펪쿺햽싔ꎬ퓚닆컱ꆢ죋솦풴뗈랽쏦캪룃닺욷뗄돉릦짏쫐훆뚨뫍쪵쪩듫쪩ꆣ 쒿잰럾컱웷16GB럾컱웷쓚듦쿺쫛볛룱풼캪1500쏀풪ꆣ틔64GBퟷ캪XRAMힰ놸럾컱웷뇪ힼ엤훃ꆣ2009쓪ힰ놸50췲첨럾컱웷캪쒿뇪ꆣ쳦듺뗄DRAM쫐뎡볛횵풼캪30틚쏀풪ꆣ틲듋ꎬ훆뚨2009쓪쿺쫛쒿뇪캪3틚쏀풪ꆣ듳풼뿉틔캪량쯷냫떼쳥릫쮾탂퓶12%쿺쫛쫕죫ꆣ듓쒿잰뗄룃쾸럖쫐뎡뗄뺺헹럖컶뾴ꎬ뿉틔믱뗃뎬맽웕춨NOR직듦쿺쫛18%뗄쿺쫛쎫샻싊ꆣ뛸쟒ꎬ퓋펪짌틲캪폐죭볾뾪랢뗈뮥늹욷퓋탐퓚럾컱웷짏ꎬ뮻돉놾뇈뷏룟ꎬ탨튪짨놸릩펦짌쳡릩쫊떱뗄벼쫵럾컱ꆣ캪릫쮾붨솢돖뻃뺺헹폅쫆쳡릩쳵볾ꆣ (4) 춨맽쫐뎡펪쿺뫍뿍뮧럾컱뮷뷚ꎬ랢쿖뿍뮧탂탨쟳ꎬ뾪랢듳뿍뮧ꎬ얬솦쪵쿖뺭볃맦쒣ꆣ 엠퇸뿍뮧탂뗄탨쟳ꎬ돤럖샻폃닺쓜ꆣ죧뫍뿍뮧뫏ퟷ뾪랢탂뗄펦폃ꆣ쫖믺쫐뎡햼쇋쿠떱듳뗄뇈샽ꎬ쿖퓚듦퓚뗄즽햯믺뎧짌쫇쿂폎닺튵솴뗄폐솦뺺헹헟ꎬ닺욷룼탂뮻듺럇뎣뿬ꎬ탅쾢삩즢튲럇뎣톸쯙ꎬ폃킡뗄뗘랽살췆뚯듳뎧짌뗄펦폃돌탲뗄뇤룯ꎬ뛸늻뷶뷶쿞훆췢맛뗈ꆣꆣ뮥늹욷랽쏦췆맣ꆣ웻뎵쫐뎡탨튪룼룟뗄뿉뾿탔ꎬ늢쟒뷏짙뾼싇잨틆떽뇰뗄릩펦짌ꆣ틲듋ꎬ량쯷냫떼쳥뿉틔뾼싇춨맽럾컱ꎬ킭ퟷ웤췆돶탂뗄펦폃ꎬ볓듳킾욬뗄듦뒢죝솿튪쟳살삩듳쫐뎡ꎬ늢퓶볓뢽볓횵ꆣ 쪵쪩듳뿍뮧닟싔ꆣ욻맻릫쮾퓚쫽싫닺욷짏뻟폐뻸뛔뗄폅쫆ꎬ냼삨틴샖능럅웷뫍쫖믺ꎬ뗧쓔뗈뗈ꎬ떫웤쿖퓚늻쫇량쯷냫떼쳥뗄뿍뮧ꆣ뿉틔뾼싇폃ퟮ믝볛룱컼틽쯻ퟷ캪컒쏇뗄뿍뮧ꆣ헢퇹뿉틔쪵쿖쿺쫛뗄듳맦쒣퓶뎤ꎬ캪뺧풲뎧뗄닺쓜샻폃쳡릩믺믡ꆣ 쪵쪩닮틬뮯햽싔맘볼컊쳢 (1) 튪돤럖죏쪶ꎬ뛔닮틬뮯닺욷뗄룐횪볛횵뫍볛횵뗄훘튪탔ꆣ 쳡룟웻뎵ꆢ뿘훆닺욷뗄볛룱ꆣ붵뗍훷쇷쫖믺폃뗄NOR직듦뗄볛룱ꆣ믽벫쿲쫐뎡탻뒫뫍낵쪾량쯷릫쮾뗄닺욷뿉뾿탔뗄탅쾢ꆣ튪짮뿌샭뷢릺싲헟죏캪폐볛횵뗄뚫컷쫇쪲쎴ꆣ쿲릺싲헟낵쪾믲헟탻뒫닮뇰뮯뗄볛횵ꆣ 량쯷릫쮾풤볆쿖폐직듦웷볾뎧짌붫뺺헹벯훐퓚탂닺욷짏ꆣ탂볓죫헟죽탇킯뻞듳뗄짺닺쓜솦ꎬ쳡릩럇뎣벤뷸뗄볛룱살퓶볓쫐뎡럝뛮ꆣ쯦ퟅNOR직듦릩펦짌뗄뫏늢ꎬ뿉쓜쫇NAND직듦뫏늢NOR튵컱믲헟볦늢웤쯻NAND튵컱ꎬ믲헟컒쏇뗄뺺헹뛔쫖헻뫏쯻쏇뗄퓋ퟷ쇷돌ꆣ쒳훖돌뛈짏ꎬ컒쏇퓚쓚잶샠뇰짏붫쏦쇙NAND직듦뗄뺺헹ꆣ캪쇋돉릦뺺헹ꎬ량쯷릫쮾뇘탫복 65
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 짙짺닺뫍뾪랢돉놾ꎬ틔폐뺺헹솦뗄볛룱살싺ퟣ쫖믺ꆢ쿻럑뗧ퟓꆢ웻뎵뫍웤쯻펦폃훐풽살풽듳직듦ퟷ캪쫽뻝듦뒢뗄탨튪ꆣ (2) 쯷좡쫊떱뗄틧볛ꆣ 쿲뿍뮧쯷좡쫊떱뗄틧볛ꎬ살뇜쏢뺺헹헟뗄쟖죫ꆣ쯤좻춨맽볓쏜펦폃닺욷뫍뮥솪췸짨놸닺욷뿉틔캪릫쮾듸살뢽볓횵ꆣ떫죧맻튪쟳뿍뮧뢶돶맽룟뗄듺볛뗄뮰ꎬ튻랽쏦쫇죝틗틽살뺺헹헟ꎬ룼뛠뗄뺺헹헟뗄볓죫ꎬ뿉쓜쪹릫쮾닮틬뮯닺욷쫐뎡퓙뛈쿝죫풭살NOR직듦맽뛈뺺헹뗄ힴ첬ꆣ뛸쟒ꎬ뇈뷏룟뗄볛룱뿉쓜퓶잿뿍뮧톰헒쳦듺욷뗄뚯믺ꎬ쫇릫쮾닮틬뮯닺욷쫐뎡죝솿복짙ꆣ캴뇘쓜릻쪵쿖쫕틦ퟮ듳뮯ꆣ (3) 늻튪맽뛉닮틬뮯ꆣ 늻튪맽뛈닮틬뮯ꆣ닮틬뮯뗄돌뛈내헕닺욷뗄쪵볊쪹폃튪쟳살싺ퟣꎬ죧맻놳샫헢룶풭퓲ꎬ닮틬뮯붫돉캪튻훖뢺떣ꆣ맽뛈닮틬뮯쪹뗃뿍뮧틆횲돉놾퓶볓ꎬ릫쮾뗄쒿뇪쫐뎡복짙ꎬ틲캪냫떼쳥닺튵쫇맦쒣뺭볃ꎬ쯵킡뗄쫐뎡탨쟳ꎬ듸살릫쮾닮틬뮯돉놾퓶볓ꆣ릫쮾탨튪퓚닺욷뗄닮틬뫍쫐뎡죝솿횮볤ퟶ튻룶뇈뷏뫃뗄헛훔ꆣ (4) 닮틬뮯뗄돖뻃탔ꆣ 닮틬뮯ퟷ캪튻훖뺺헹햽싔ꎬ탨튪돉캪돖뻃뗄뺺헹폅쫆ꎬ뛸늻쫇튻훖뛌웚뗄뺺헹쓜솦ꆣ틲듋ꎬ탨튪붨솢뫏쫊뗄웳튵컄뮯ꆢ퓋펪맜샭훆뛈뗈살놣횤릫쮾쪵쪩닮틬뮯뺺헹폅쫆뗄햽싔ꆣ쓜돖탸쇬쿈폚뺺헹뛔쫖ꆣ (5) 럀횹뺺헹뛔쫖틔듳뗄볛룱폅쫆뗖쿻릫쮾풴폅쫆ꆣ 틲캪쪵볊닙ퟷ훐ꎬ듓잰쿲쟾뗀듳럹믱뗃돉놾늹뎥벫웤죝틗떼훂쟾뗀뗄훒돏뛈복뗍ꆣ떫뺺헹뛔쫖죔폐뿉쓜벫듳뗄볛룱폅쫆살뗖쿻릫쮾뗄풴폅쫆ꆣ 뺭펪햽싔뗄톡퓱 떥튻뮯뮹쫇뛠풪뮯 뛠풪뮯뺭펪튪퓶볓막뚫뗄볛횵닅폐틢틥ꆣ뿧탐튵쪵쿖릫쮾뗄뺭펪럧쿕럖즢뛔막뚫틢틥쎻폐틢틥ꆣ떫뛔폚샻틦쿠맘헟뗄릫쮾맍풱폐뫃뒦ꆣ탐튵컼틽솦볬퇩ꎬ쫇럱폐샻뗄뺺헹쳵볾뫍뎤웚믱샻쓜솦뗄쫐뎡뮷뺳ꎬ쿲쫇럱퓶뎤톸쯙믲헟쫇럱쫇쒿잰죈쿺뗄닺욷헢퇹뗄횸뇪늢늻쓜듺뇭 66
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컼틽솦뗄듳킡ꆣ뷸죫뗄돉놾ꆣ뷸죫쒿뇪탐튵뗄돉놾뇘탫늻쓜룟떽쟖몦쪵쿖룟믱샻뗄잱솦뗄뗗늿ꆣ탐튵컼틽솦풽듳ꎬ퓲뷸죫룃탐튵뗄돉놾풽룟ꆣ탂뒴튵릫쮾뗄뷸죫뇚생벸뫵ퟜ쫇뫜룟ꎬ죧맻뇚생뗍ꎬ듳좺뗄탂뷸죫헟믡뫜뿬쟖쪴뗴룟뗄믱샻잱솦ꆣ룟돉놾뗄뷸죫붫믡뛔쪵쿖뎬맽욽뻹쮮욽뗄믱샻쓜솦뫍퓶볓막뚫볛횵뗄잰뺰퓬돉쯰몦ꆣힴ뿶룄짆볬퇩ꆣ뛠풪뮯뷸죫튻쿮탂튵컱뇘탫쓜릻쳡릩쿖폐튵컱뫍탂튵컱퓚튻룶릫쮾뺭펪뇈떥뛀펯펯퓋ퟷ룼볓뗄잱솦ꆣ튻볒릫쮾횻폐떱뛠풪뮯뷸죫폫쿖폐튵컱횮볤듦퓚뺺헹탔뗄훘튪볛횵솴엤뇈맘쾵뗄탂튵컱쪱뫲ꎬ닅믡닺짺1+1>2뗄킧맻ꆣ헛훔볛횵솴뗄엤뇈맘쾵뿉틔쳡릩쿻복돉놾ꆢ붫벼쓜뫍벼쫵듓튻훖틲캪컞뮯떽쇭튻훖튵컱뗄믺믡ꎬ믲헟뒴퓬폐볛횵뗄탂뗄짺닺쓜솦ꎬ 쪵쪩쿠맘뛠풪뮯햽싔뚨틥 틔냫떼쳥듦뒢웷벼쫵캪뫋탄ꎬ샻폃릫쮾퓚퇐랢짨볆ꆢ쿺쫛럾컱짏뗄뫋탄쓜솦ꎬ쳡릩냫떼쳥듦뒢쿠맘뗄닺욷믲헟럾컱ꆣ럖첯NOR직듦뗄만뚨럑폃ꎬ좡뗃킭춬킧펦ꎬ캪릫쮾듸살쫕틦ꎬ룸막뚫뒴퓬킧틦ꆣ량쯷냫떼쳥쒿잰펵폐뗄MirrorBit벼쫵ꎬ쫇뻟폐튵뷧ퟮ뫃컯샭뷡릹탔볛뇈ꎬ뿉틔붫웤탭뿉룸쒿잰릫쮾뺭펪쓜솦컞램럾컱뗄킡죝솿낲좫쫽뻝놣듦쫐뎡뎧짌ꆣ춬쪱릫쮾쒿잰뻟폐NAND직듦돉놾폅쫆뗄Quad직듦ꎬ욾듋닺욷뷸죫NAND직듦뗄킡죝솿쾸럖쫐뎡ꎬ늻떫돤럖샻폃쿖폐뗄짺닺쓜솦ꎬ뮹뿉틔뷸죫돖탸퓶뎤뗄NAND직듦쫐뎡ꆣ 쪵쪩쿠맘뛠풪뮯햽싔뗄풭틲 1. 뇜쏢떥튻뺭펪벼쫵ꆢ쫐뎡놥뫍뗈럧쿕 량쯷냫떼쳥쿖퓚훷튪쫇벯훐퓚NOR직듦헢쿮튵컱짏ꆣ벯훐폚튻쿮튵컱ꎬ폐훘튪뗄폅쫆ꎬ용죧뿉틔돤럖쿭쫜떽튻룶쾸럖쫐뎡뗄뿬쯙퓶뎤ꎬ룄뷸톧쾰쟺쿟ꎬ붵뗍맜샭뢴퓓돌뛈틔붵뗍퓋ퟷ돉놾뗈뗈ꆣ떫춬쪱튲퓐폽헢뻞듳뗄럧쿕ꎬ붫릫쮾쯹폐뗄튵컱벯훐퓚튻룶쫐뎡샯쏦ꎬꆣ죧맻쫐뎡뇤뗃놥뫍ꆢ믲헟즥쪧풭폐컼틽솦ꎬ믲헟탂벼쫵탂닺욷돶쿖ꎬ떼훂틆뗄릺싲헟욫뫃ꎬ쓇쎴릫쮾뗄잰뺰믡뫜뿬낵떭쾮살ꆣ샽죧ꎬ평폚틆뚯듦뒢짨놸뗄돶쿖ꎬ쿖퓚3듧죭엌뻍믹놾췆돶쫐뎡ꆣ죧맻뺺헹뛔쫖춨맽룄뇤맋뿍탨쟳ꎬ믲헟뷸탐벼쫵룯탂ꎬ붫뛔릫쮾쫇훂쏼뗄듲믷ꆣ샽죧쿖퓚뫣틤릫쮾쿖퓚훷췆쿠뇤듦뒢웷ꎬ룃듦뒢웷뿉틔내캻살룄킴ꎬ죧맻닺욷짌튵짏돉릦뗄뮰ꎬ폃뮧뛔NOR직듦뗄탨쟳룄뇤붫뛔량쯷냫떼쳥쓑틔돐쫜뗄듲믷ꆣ듓샺쪷짏뾴ꎬ쏀맺PortalPlayer릫쮾튲퓚2006쓪틲캪욻맻릫쮾뗄iPod능럅웷톡폃웤쯻훷뿘킾욬뛸퓢쫜잰쯹캴폐뗄삧쓑ꆣ 릫쮾뗄쿺쫛훷튪살ퟔ컞쿟뫍잶죫쾵춳펦폃뿍뮧뗄직듦닉릺ꎬ헢뫜틀삵폚ퟜ쳥뺭볃쳵볾뫍뺭볃ힴ뿶ꎬ틔벰뿍뮧뗄튵컱뾪햹ힴ뿶ꆣ좫쟲뺭볃뗄복죵떼훂뛔량쯷릫쮾닺욷탨쟳뗄복짙ꆣ직듦쫐뎡쫇룟뛈훜웚탔뗄ꆣ릩쟳뗄늨뚯ꆢ컈뚨뫍뿬쯙뗄벼쫵룼탂ꆢ탂닺욷뗄돶쿖ꆢ볛룱뗄쟖쪴ꆣ릩탨늻욽뫢뫍벤뷸뗄뺺헹뛔쫖뚼벫듳뗘펰쿬떽량쯷냫떼쳥ퟷ캪뒿듢직듦ꎬ훷튪쫇NOR직듦 67
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 릫쮾뗄튵컱ꆣ2007쓪잰9룶퓂ꎬ탨쟳늻헱틔벰탐튵볛룱쿂붵ꎬ뛔릫쮾닆컱닺짺벫듳펰쿬ꎬ릫쮾샺쪷닆컱ힴ뿶짵훁쓑틔뷏ힼ좷맀볆캴살쟩탎ꆣ 튻냣살쮵ꎬ직듦폐NOR뫍NAND솽훖볜릹ꎬ량쯷뗄NOR볜릹쎿캻듦뒢떥풪뇈NAND볜릹맳ꆣ쯤좻릫쮾틑뺭뾪랢쇋폐NAND뷓뿚뗄NOR볜릹뗄MirrorBit ORNAND, MirrorBit Quad and MirrorBit Eclipseꎬ떫죔좻컞램좷죏쫇럱싺ퟣ쫐뎡탨쟳ꆣ2004쓪NAND쿺쫛퓶뎤룟맽NOR직듦ꎬNAND직듦쫐뎡뾪쪼뇈NOR직듦쫐뎡듳ꆣ2005ꆢ2006쓪ꎬ헢훖쟷쫆뮹퓚볌탸ꆣiSuppli퇐뺿놨룦쿔쪾ꎬ2007쓪NOR직듦햼직듦쫐뎡35ꎥꎬ뛸NAND직듦틑뺭햼65ꎥꆣ풤볆퓚뿉볻뗄캴살ꎬ믹폚NOR뗄직듦퓚직듦쫐뎡훐럝뛮뮹튪쿂붵ꆣ뿉닥냎듦뒢샠뇰믹놾평NAND믹폚뢡햤직듦춳훎쇋ꆣ쫖믺뫍웤쯻쿻럑뗧ퟓ풽살풽룟벶ꎬ탨튪룼룟죝솿뗄직듦살싺ퟣ틴샖쿂퓘ꆢ춼욬ꆢ쫓욵뗈뗈쫽뻝듦뒢ꆣ틲캪탨쟳퓶뎤훷튪퓚쫽뻝쏜벯뗄펦폃ꎬOEM뎧짌뿉쓜톡퓱룟죝솿뗄뢡햤직듦펦폃떽쯻쏇뗄펦폃훐ꆣ죧맻뎧짌쟣쿲폚쪹폃뢡햤웷볾쳘탔ꎬ붫뛔릫쮾쫇뻞듳뗄럧쿕ꆣ 싺ퟣ뿍뮧릩펦솴맜샭뫍엠퇸폐샻뗄뺺헹뛔쫖ꎬ럀랶벼쫵룯탂럧쿕ꆣ릫쮾쒿잰뎬맽60ꎥ쿺쫛쫕죫살풴폚폐벼쫵MirrorBitꆣ퓚탭뛠뿍뮧뗄릩펦솴맜샭튪쟳훐ꎬ뗚뛾릩펦짌뗄톡퓱뿉쓜뛔릫쮾룃벼쫵닺욷뗄쿺쫛듸살늻샻뗄펰쿬ꆣ뛸쟒량쯷냫떼쳥뛀볒췆탐룃벼쫵ꎬ룃닺욷뗄짺첬쾵춳뇈뷏놡죵ꎬ퓚벼쫵룯탂뗄랽쏦ꎬ늻떫복짙쇋뛔탂벼쫵뗄룐횪ꎬ뛸쟒붵뗍뾹럧쿕쓜솦ꆣ틲듋ꎬ붫룃벼쫵탭뿉룸폐쿺쫛쟾뗀뗄뎧짌ꎬ붫뿉틔엠퇸튻룶폑뫃뗄뺺헹뛔쫖ꎬ뇜쏢틔짏컊쳢ꆣ 2. 샻폃뎤뒦ꎬ톰쟳퓶뎤 뷧뚨릫쮾햽싔뗄탐캪뫍튵컱랽램뗄쒣쪽ꎺ풤쿈볆뮮뫃뗄횼퓚뎬맽뺺헹뛔쫖뗄믮뚯뫍듫쪩ꎻ쫇릫쮾쫕죫살풴뛠풪뮯뗄탐캪ꎬ뷸죫좫탂뗄탐튵믲튵컱쇬폲ꎻ뻟쳥쮵쏷죧뫎맜샭웤퇐랢ꆢ짺닺쿺쫛뫍펪쿺ꆢ닆컱틔벰웤쯻맘볼믮뚯뗄탐캪뫍랽램ꎻ샻폃탂믺믡뗄탐캪틔벰럀횹릫쮾늻쫜췢늿췾킲뗄탐캪ꎻퟩ횯햽싔솪쏋뫍뫏ퟷ믯냩뗄맘쾵ꎻ폫뺺헹뛔쫖뗄릫쮾뫏늢ꎬ틔퓶잿릫쮾뗄뗄튵컱뗘캻ꎻ뛔늻뛏뇤뮯뗄췢늿뮷뺳ퟷ돶랴펦뫍믘펦뗄믮뚯ꆣ 직듦쫐뎡듓펦폃짏뿉틔럖캪솽듳샠ꎬ쓚늿벯돉뗄뫍뿉닥냎뗄듦뒢ꆣ쓚늿벯돉뗄훷튪냼삨컞쿟짨놸펦폃뫍잶죫쾵춳뗄펦폃ꆣ뿉쯦짭뇣킯뗄ꆢ뗧돘릩뗧뗄춨톶펦폃춳돆캪컞쿟펦폃ꎬ웤쯻뗄쿻럑뗧ퟓꆢ릤튵짨놸ꆢ뗧탅뫍웻뎵뗧ퟓ퓲춳돆캪잶죫쾵춳펦폃ꆣ뿉닥냎뗄듦뒢직듦뾨뫍USB짨놸ꆣ량쯷냫떼쳥훷튪틔NOR볜릹ꎬ벯훐퓚쓚늿벯돉헢샠펦폃ꆣ벴훷튪냼삨컞쿟뫍잶죫쾵춳뗄펦폃ꆣ듓뺭퇩살뾴ꎬASP퓚닺욷짺쏼훜웚쓚쫇돖탸쿂붵뗄ꎬ풤볆붫볌탸캬돖듋쟷쫆ꆣ돽럇퓶볓쿺쫛쫽솿ꆢ쿻복럑폃믲헟뾪랢탂뗄룟샻죳싊뗄닺욷ꎬ용죧룼룟죝솿믲헟룼룟벶뗄탔쓜뗄닺욷ꎬ럱퓲릫쮾뗄쿺쫛뛮붫믡쿂붵ꆣ룼짵뗄쫇ꎬ평폚쳘뇰벤쇒뗄뺺헹ꎬ닺쓜맽쪣뗄풭틲ꎬ2007쓪헻룶직듦냫떼쳥탐튵뗄뢴뫏욽뻹쿺쫛볛룱(blended Average Selling PirceꎬASPs)붵럹뎬맽틔췹볇슼ꎬ볛룱뺺헹뗄뷡맻뗖쿻쇋릫쮾얬솦쿷복돉놾뗄킧맻ꎬퟮ훕쿺쫛뛮듓2006쓪뗄26틚쏀풪붵캪25틚쏀풪ꆣ2007쓪쿺쫛킾욬쫽뇈짏쓪퓶뎤7%ꎬ떫욽뻹쫛볛쿂붵10ꎥꆣ 68
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 헢솽쓪릫쮾직듦쿺쫛뗄퓶뎤뫜듳돌뛈짏틀삵쫖믺쫐뎡뗄탨쟳ꎬ퓚2006뫍2007쓪ꎬ틔쫖믺OEM뎧짌캪훷뗄컞쿟펦폃뿍뮧햼뻝쇋NOR직듦뗄듳늿럖쫐뎡ꆣiSuppli쫐뎡퇐뺿풤닢ꎬ2008쓪컞쿟쫖돖짨놸햼뻝듳풼61ꎥ뗄NOR직듦쫐뎡ꆣ퓚맽좥죽쓪ꎬ뛔컞쿟폃뮧뗄직듦쿺쫛캪릫쮾쿺쫛퓶뎤뗄훷튪뚯솦ꆣ춬쪱ꎬ잶죫쾵춳펦폃틀삵폚믺뚥뫐ꆢDVD능럅웷뗈쿻럑뗧ퟓ뫍웻뎵뗧ퟓꎬ틔벰췸싧짨놸ꆢ룶죋뗧쓔ꆢ듲펡믺뗈뗧쓔췢짨ꎬ뛔헢킩잶죫쾵춳뗄쿺쫛ꎬ뫜듳돌뛈짏틀삵헢킩짨놸뛔NOR듦뒢죝솿뗄퓶뎤ꆣ퓚맽좥솽쓪ꎬ헢늿럖쿺쫛햼뻝쇋퓶뎤뗄뫜듳늿럖ꆣ떫쫇죧맻쫖믺탨쟳믲헟잶죫쾵춳듦뒢죝솿퓶뎤뗍폚풤웚ꎬ헢킩탂뾪랢뗄닺욷늻탨튪듦뒢죝솿뗄퓶뎤ꎬ믲헟폃뇰뗄쳦듺벼쫵뗄뮰ꎬ쓇쿖퓚뗄쿺쫛붫쫕떽훂쏼뗄듲믷ꆣ 듓좫쟲살뾴죋뿚죔좻퓶뎤ꎬ헾훎뮷뺳쿠뛔컈뚨ꎬ맺볊뿖닀믮뚯쯤좻쪱폐랢짺ꎬ떫뛔좫쟲뺭볃뗄돥믷뷏킡ꆣ듓2007쓪틔살ꎬ룟폍볛뫍쏀맺듎벶듻뿮캣믺싻퇓뫳ꎬ쿖퓚룷맺쿠볌돶쿖뺭볃쮥췋쿖쿳ꎬ헢뛔뗧ퟓ닺튵폐튻뚨뢺쏦펰쿬ꆣ랢듯맺볒뗧ퟓ닺욷틑뺭믹놾놥뫍ꎬ뿉틔듓욻맻릫쮾뗄IPOD뾴돶뛋쓟ꆣ랢햹훐맺볒죔좻폐뻞듳뗄쫐뎡ꆣ쫽뻝듦뒢죝솿탨쟳돖탸퓶뎤ꎬퟷ캪듦뒢냫떼쳥뗄릩펦짌ꆣ톰헒탂돶쿖뗄펦폃ꎬ힡탂뗄퓶뎤뗣쿠떱훘튪ꆣ 3. 킭춬퓋ퟷꎬ쳡룟킧싊 톡퓱뷸죫탂탐튵ꎬ톰쟳뿧튵컱뗄볛횵솴솪쾵뫍햽싔욥엤맘쾵뇤캪뺺헹폅쫆뗄믺믡ꆣ쿠맘뗄뛠풪뮯뿉틔춨맽틆벼쫵ꆢ릲쿭폐벼쓜믲헟짨쪩쿷복ퟜ돉놾ꎬ볓잿릫쮾쒳킩닺욷뗄뺺헹솦ꎬ믲퓶잿쒳킩튵컱떥풪뗄짺닺쓜솦뗈훮뛠믺믡ꆣ붨솢춶폅쿈듎탲ꎬ붫릫쮾풴춶죫떽ퟮ폐컼틽솦뗄튵컱떥풪ꆣ뻶뚨퓚릫쮾뗄늻춬튵컱훐뷸탐놾춶죫뗄폅쿈듎탲ꎬ붫풴춶죫떽펯샻잱솦뷏룟뗄쇬폲ꎬ뛸풶샫펯샻잱솦뷏뗍뗄튵컱쇬폲ꎬ냾샫퓋펪훰붥뛱뮯뗄믲헟뒦폚죕틦좱랦컼틽솦탐튵뗄튵컱떥풪ꎬ믲헟훺탂뗄폐컼틽솦뗄릺늢ꆣ 쪵쪩쿠맘뛠풪뮯햽싔뗄뿉탐탔 (1) 량쯷냫떼쳥뻟폐NAND직듦볛횵솴샠쯆뗄뺭펪믮뚯뫍닺욷럾컱ꎬNAND직듦쫐뎡폐뷸죫믺믡ꆣ NAND직듦퓚짨볆ꆢ짺닺뫍쿺쫛짏ꎬ폫NOR직듦믹놾튻퇹ꆣ떫평폚ힷ쟳뗄릦쓜늻춬ꎬ닉좡쇋늻춬뗄쪵쿖뗧슷ꎬ떼훂돉놾뫍폃뮧뗄닮틬ꎬ벼쫵랢햹뗄믽샛ꎬ닺짺쇋쿠뮥횮볤뗄뷸죫뇚생ꆣ틲듋ꎬ죧맻퓚벯돉뗧슷짨볆짏뗃떽NAND직듦풴뗄뮰ꎬ뫳쏦뗄볛횵솴믮뚯쫇뿉틔랢믓킭춬킧펦뗄ꆣ쒿잰량쯷냫떼쳥틑뺭뻟폐쇋헢퇹뗄닺욷ꆣ퓚2007쓪ꎬ량쯷냫떼쳥뻍랢늼쇋튻뿮뗍돉놾직듦ꎬMirror Quadꆣ룃직듦폐솽놶폚릫쮾뒫춳직듦뷡릹쏜뛈ꎬ벴춨맽쓚늿뒦샭벼쫵뗄랽램쪵쿖듦뒢헳쇐뗄죝솿랭놶ꆣ룃직듦뗄닁킴훜웚횻폐10듎ꆣ풶풶뗍폚쿖듦직듦뗄뇪ힼꎬ떫돉놾폫NAND직듦쿠뇈뻟폐튻뚨뗄폅쫆ꆣ NAND직듦훷쇷죝솿뗄랢햹쇴쿂쇋킡죝솿직듦뗄쾸럖쫐뎡뿕좱ꆣNAND직듦뗄떥뿅럢 69
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 ힰퟮ듳죝솿틑뺭듯떽64Gbꎬ뛸NOR직듦쫇1Gbꆣ솽헟횮볤닮뻠럇뎣듳ꆣNAND직듦뗄훷튪쟽뚯틲쯘쫇뿬쯙퓶뎤뗄쎽쳥쫽뻝듦뒢ꎬ떫쿠떱늿럖뗄쫐뎡탨쟳퓶럹풶풶킡폚잰헟뗄쯙뛈ꆣ샽죧폐킩폎쾷믺짨놸뎧짌뗈ꎬ쯤좻폐탨튪럡뢻폎쾷뗄쎽쳥쫽뻝ꎬ떫쿠뇈웕춨쿻럑헟죕뎣훐뗄뛠쎽쳥쫽뻝퓶뎤살쮵ꎬ쯙뛈뮺싽탭뛠ꆣNAND뎧짌쳡릩뗄톡퓱훷튪퓚훷쇷죝솿듦뒢킾욬ꎬ럇훷쇷듦뒢킾욬늻떫볛룱뷏룟ꎬ뛸쟒릩믵늻컈뚨ꆣ틲듋늿럖쫐뎡탨쟳살풴뗄뎧짌퓚돉놾샋럑뫍뿉뾿뗄믵풴릩펦횮볤탨튪헛훔ꆣ헢쫇량쯷냫떼쳥뿉틔샻폃뗄쫐뎡믺믡ꆣ NAND쫐뎡죝솿돖탸랢햹ꎬ룷듳뎧짌뚼쎦폚펦뢶뿍뮧뗄탂퓶탨쟳ꎬ쫐뎡뺺헹훷튪퓚뿍뮧뛋ꎬ뷏짙맘힢쫐뎡뷸죫헟뗄탐뚯ꎬ뿉틔캪릫쮾짦ퟣNAND쫐뎡쳡릩뛌퓝뗄쪱볤ꆣ (2) 량쯷냫떼쳥쿖퓚돖폐뺺헹폅쫆뗄직듦IP벼쫵ꎬ뛸튻킩탂탋쫐뎡컞램폃쿖폐닺욷럾컱ꆣ 2007쓪12퓂ꎬ량쯷냫떼쳥틑뺭좫쏦쫕릺쇋틔즫쇐주뢣릫쮾ꎬ쿖퓚틑뺭펵폐쇋풭쫴룃릫쮾뗄MRAM벼쫵뫍퇐랢췅뛓ꎬ룃릫쮾퓚맽좥뗄돉릦쫂쪵뇭쏷퓚쯻쏇퓚룃쇬폲뗄뺺헹폅쫆ꎬ쫇뿉틔춨맽죋솦풴뗄뾪랢샻폃ꎬ살믱뗃솼뫃뺭볃킧틦뗄벼쫵ꆣMRAM쫇MirrorBit벼쫵뗄룹풴ꆣ퓚쫕릺췪돉횮잰ꎬ릫쮾쪹폃뗄MirrorBit벼쫵쫇듓주뢣릫쮾탭뿉맽살뗄ꎬ늢쟒폐4쓪틔짏뗄짺닺펦폃뺭퇩ꆣ룃벼쫵닺욷뗄뿉뾿탔폫탔쓜쫇뺭맽맣랺퇩횤ꎬ늢믱뗃튵뷧뿏뚨뗄ꆣ 룟뿉뾿탔ꆢ뗍돉놾탅쾢낲좫짨놸뗄탋웰ꎬ쳡릩쇋NOR직듦벼쫵탭뿉뗄쫐뎡믺믡ꆣ헢벸쓪ꎬ탨튪놣횤탅쾢낲좫뗄짨놸ꎬ쯦ퟅ뗧ퟓ횧뢶뗈펦폃탋웰뛸엮늪랢햹ꆣ룃짨놸뗄듦뒢떥풪탨튪럇뎣룟뗄뿉뾿탔ꎬ죝솿튪쟳뗍ꎬ돉놾ꆢ릦뫄ꆢ쳥믽튪쟳럇뎣룟ꆣNOR직듦뗄룟뿉뾿탔퓚헢룶쫐뎡뻟폐뫜잿뗄컼틽솦ꆣ떫떥뛀뗄닺욷쿺쫛ꎬ퓶볓쇋헻뫏떽닺욷뗄훐볤돉놾ꎬ붫컞램싺ퟣ돉놾ꆢ쳥믽뗈랽쏦뗄튪쟳ꆣ캪듋ꎬ릫쮾뿉틔붫IP벼쫵탭뿉룸듋샠닺욷뗄뎧짌ꎬ붫닺욷쓚잶떽탅쾢낲좫짨놸훷킾욬샯쏦ꎬ퓚퓶볓릫쮾쫕죫뗄춬쪱ꎬ튲늻쟖쪴릫쮾쿖폐뗄쫐뎡ꆣ 쪵쪩쿠맘뛠풪뮯햽싔뗄튵컱닣햽싔 량쯷냫떼쳥쿖퓚틑뺭떽쇋쫊뫏뷸탐뛠풪뮯뗄쪱뫲쇋ꆣ 횻튪튻볒릫쮾헽퓚좫솦춶죫폚쿖퓚쯹뒦탐튵훐폐샻뗄퓶뎤믺믡ꎬ뻍늻벱폚쪵탐뛠풪뮯ꆣ떫쫇ꎬ죧맻릫쮾훷떼튵컱뗄퓶뎤믺믡훰붥쿻쪧쪱ꎬ뛠풪뮯춨뎣뻍쫇헱탋릫쮾랱죙뗄ퟮ뿉탐톡퓱ꆣ떱릫쮾펵폐뫏쫊퓚웤쯻탐튵뷸탐돉릦뺺헹뗄뫋탄쓜솦ꆢ뺺헹쓜솦뫍풴솦솿쪱ꎬ튲뿉틔뾼싇쪵탐뛠풪뮯ꆣ/뷸탐뛠풪뮯뗄랶캧ꆣ 쿖퓚쫇돶쿖햽싔헛뗣뗄쪱뫲ꎬ죽탇뗧ퟓ뗄볓죫ꎬ쪹탐튵릩펦벫듳퓶볓ꎬNOR직듦돉캪볛룱뺺헹럇뎣벤쇒뗄쫐뎡ꆣ죧맻볌탸놻뚯뗄룺쯦돉놾뺺헹ꎬ쎻폐잿뗄폅쫆ꎬ붫뿉쓜돶쿖퓖쓑뫳맻ꆣ훆뚨돶쓜릻췘햹릫쮾뗄쓜솦ꎬ쪹릫쮾돤럖췚뻲웤잱솦ꎬ췆뚯ퟩ횯잰뷸ꎬ뎬풽”쓜릻ퟶ떽”뗄뺳뷧ꎬ듯떽ꆰ뿉쓜듯떽뗄ꆱ뺳뷧ꆣ룸ퟩ횯쳡돶쳴햽ꎬ쳡룟릫쮾쯹ퟶ얬솦뗄훊솿ꆣ떫탨튪뿋럾탂뗄햽싔풸뺰쏦쇙뗄ퟨ솦ꆣ 70
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 량쯷냫떼쳥뷸탐쿠맘뛠풪뮯뗄뺭펪햽싔ꆣ뿉틔듓틔쿂솽룶튵컱살뾪햹 (1) 샻폃NOR직듦벼쫵ꎬ뷸죫NAND직듦뗄쾸럖쫐뎡ꆣ 량쯷냫떼쳥폐붵뗍탔쓜뗄ꆢ폐폫NAND직듦뺺헹쓜솦뗄닺욷ꆣ캪쇋쪵쿖직듦뗄룟쯙뛁좡뫍룟뿉뾿탔ꎬNOR직듦뗄뷡릹폚NAND직듦폐닮틬ꎬ헢훖닮틬듸살쇋NOR직듦뗄룟돉놾뫍쿠뛔NAND직듦뗄뗍쏜뛈ꆣ죧맻퓚쯙뛈뫍뿉뾿탔폫돉놾ퟶ헛훔뗄뮯ꎬNOR직듦죔좻뻟폐뺺헹쓜솦ꆣ량쯷냫떼쳥뿉틔샻폃NAND쫐뎡퓚킡죝솿쾸럖쫐뎡뗄믺믡ꎬ캪폎쾷믺뗄쎽쳥듦뒢ꆢ뗍뛋틴샖능럅웷뗈쳡릩닺욷ꎬ뷸죫NAND직듦쫐뎡ꆣ (2) 뾪햹IP탭뿉튵컱ꆣ 붫NOR직듦벼쫵탭뿉룸캢뒦샭웷뎧짌뫍폐쿺쫛쟾뗀뗄짺닺짌ꆣ듓뛸째춸떽룃쫐뎡ꆣ삩햹릫쮾튵컱떽IP탭뿉튵컱ꆣ 71
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚웟헂 햽싔뗄쪵쪩폫뿘훆 룹뻝잰쏦뗄싛쫶ꎬ컒쏇뗃떽량쯷뗄랢햹햽싔냼삨닮틬뮯뗄뺺헹햽싔뫍쿠맘뛠풪뮯뗄뺭펪햽싔ꆣ 닮틬뮯뗄뺺헹햽싔훷튪쫇횸듓쿖퓚뺺헹뛔쫖짺닺캪훷튪닺짺샻죳뗄뮷뷚ꎬ틆떽퇐랢짨볆뫍쿺쫛럾컱ꆣ춨맽퇐랢짨볆뾪랢닺욷싺ퟣ탂탋쫐뎡뗄탨쟳ꎬ용죧쫽뻝낲좫뗄펦폃쇬폲뫍뗧쓔뮥솪췸쫐뎡ꆣ춨맽퓶잿쿺쫛럾컱ꎬ볓잿뫍뮥늹욷뎧짌뗄뫏ퟷ맘쾵ꎬ헹좡펦폃뗄톡탍폅쿈좨뫍좡뗃듳뿍뮧뗄뚩떥ꆣ춬쪱볓잿뺧풲볓릤췢냼맜샭쓜솦ꎬ쪵쿖폫뺺헹뛔쫖듳훂뗄짺닺돉놾ꆣ 쿠맘뛠풪뮯뗄뺭펪햽싔훷튪쫇횸돤럖샻폃릫쮾쿖폐뗄샻벼쫵풴뫍뾪랢짨볆쓜솦ꎬ붫쿖퓚떥뒿뗄NOR직듦튵컱삩햹떽쿠맘뗄NAND직듦쫐뎡ꎬ춬쪱뷸죫IP탭뿉뗄튵컱ꎬ틔쪵쿖탂뗄퓶뎤ꎬ붨솢룼췪짆뗄샻벼쫵뗄짺첬쾵춳ꆣ 햽싔쪵쪩뗄ퟩ횯쓜솦뫍풴튪쟳 듓틔짏릫쮾햽싔살뾴ꎬ틑뺭붫탨튪듳솿놾춶죫뗄쓚늿뺧풲짺닺솦췢냼돶좥ꎬ폫뺧풲짺닺뷴쏜쿠맘뗄럢ힰ닢쫔ꎬ뇘뚨붫쯦ퟅ잰헟뗄췢냼뛸훰붥복죵뫍틆돶릫쮾쓚늿ꆣ평폚췢냼뺧풲짺닺듸살뗄폐킧뗄맜샭쓜솦탨쟳ꎬ쪣폠뗄퇐랢짨볆뫍쿺쫛럾컱뮷뷚뗄맘볼믮뚯쫇ꎺ z 직듦뗧슷뗄짨볆뫍쾵춳펦폃횧돖 직듦뗧슷짨볆쓜솦뇘탫쓜뾪랢돶뻟폐뷡릹탔탔볛뇈폅쫆뗄뗧슷ꎬ틔쪹뗃퓚짺닺훐쓜좡뗃뷏뗍뗄돉놾ꆣ죧춼36쯹쪾ꎬ평폚릫쮾닉폃쇋탂뗄닢쫔벼쫵ꎬ뿉틔쪹릫쮾닢쫔돉놾붵캪풭살뗄25%ꆣ퓚량쯷냫떼쳥릫쮾닉좡뗄탭뛠벼쫵뛔닺욷뗄돉놾폐ퟅ훘튪뗄펰쿬ꆣ헆컕훘튪ꆢ뫋탄뗧슷IP뗄쯹폐좨ꎬ뛀솢ퟔ훷뾪랢ꎬ쓜뿬쯙쿠펦쫐뎡탨쟳ꆣ룃쓜솦쫇쪵쿖쿲NAND직듦쫐뎡째춸뗄믹뒡쓜솦ꆣ 72
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 컄쿗살풴ꎺSpansion릫쮾쇏헻샭 춼??†량쯷냫떼쳥릫쮾닺욷닢쫔돉놾뇈뷏?䙉䝕剅㌶??印慮獩潮⁉湣⁔敳琠䍯獴⁃潭灡物獩潮? 뛔듳맦쒣뿍뮧펦폃훐닺짺뗄탂뗄탨쟳튪벰쪱쪵쿖싺ퟣꎬ듓벼쫵짏탎돉뛔쫐뎡뿬쯙쿠펦뗄쓜솦ꆣ춨맽샻벼쫵ꎬ쳡룟뺺헹뛔쫖뗄뷸죫뇚생ꆣ쿬펦쫐뎡탨쟳뗄뺭퇩믽샛ꎬ쪹뺺헹뛔쫖쓑틔쒣럂ꎬ탎돉뛔뺺헹뛔쫖뗄돖뻃뺺헹폅쫆ꆣ 춬쪱ꎬ퓚뗧슷짨볆랽쏦ꎬ튪뾼싇쫊펦늻춬릩펦짌뗄짺닺쓜솦ꎬ뺡솿죃뺧풲볓릤톡퓱짏뗄뮻돉놾붵뗍ꆣ헢퇹뿉틔퓚뺧풲짺닺뮷뷚뗄퓶잿뛔짏폎뎧짌뗄틩볛쓜솦ꎬ튲쓜믱뗃맣랺뗄짺닺쓜솦놣횤ꆣ z 탂탋쫐뎡뗄펦폃뾪랢 룃믮뚯탨튪뛔뗧ퟓ펦폃쫐뎡폐쏴죱뗄뚴달솦ꎬ쓜릻뒦샭뗧ퟓ닺욷쫐뎡몣솿탅쾢ꎬ헒돶뛔릫쮾폐샻뗄랢햹뇤뮯ꎬ늢ퟩ횯뾪랢죋풱ꎬ샻폃릫쮾뗄닺욷살짨볆돶쿬펦뗄뷢뻶랽낸ꆣ룃믮뚯뮹튪캪뿍뮧뗄닺욷뮻톰헒폅뮯슷뺶ꎬ폐뿍뮧췆돶듸폐릫쮾닺욷뗄뮥늹욷ꎬ뒦샭웷뗄펦폃뷢뻶랽낸ꆣ톰헒IP탭뿉튵컱뗄믺믡ꆣ 뒫뗝룸뿍뮧튻룶얬솦뾪췘탂펦폃ꎬ뾪췘탂닺욷뗄벱쿈럦뗄탅뫅ꆣ뛔량쯷냫떼쳥탎돉욷없볛횵ꆣ퓚뾪랢탂닺욷뗄쪱뫲쓜릻폅쿈톡폃ꎬ늻떫쓜폐훺폚릫쮾퓚삩듳닺욷맣뛈쪱뫲믱뗃듳솿뗄탅쾢ꎬ뛸쟒탎돉뛔뺺헹뎧짌뗄폀뻃뗄뮻돉놾ꆣ z 듳솿짺닺릤틕뗄퇐훆 뛔쿈뷸뗄냫떼쳥훆퓬짨놸펦폃ꎬ놣돖튵뷧쿈뷸훆돌벼쫵뗄퇐뺿ꆣ뷢뻶릫쮾닺욷퓚솿닺쪱 73
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뫲뗄훆돌벼쫵컊쳢ꆣ놣횤릫쮾퓚뺧풲짺닺췢냼쪱뫲ꎬ쓜탅쾢돤럖ꎬ폐샻폚췢냼릩펦솴뗄뿆톧맜샭ꆣ춬쪱폐쓜솦뮻릩펦짌ꎬ쪵쿖ퟮ폐폅쫆릤틕뗄톡퓱톡퓱ꎬ늻떫쓜쳡룟뛔릩펦짌뗄틩볛쓜솦ꎬ붵뗍짺닺돉놾ꎬ뮹쓜놣횤릫쮾뺧풲짺닺뗄뾹럧쿕쓜솦ꆣ룃믮뚯뗄퇐뺿뷡맻탨튪쳡릩룸릫쮾놣쇴뗄뺧풲짺닺뎧쪹폃ꎬ튲쫇캪쓚늿짺닺릱쿗샻죳ꆣIP탭뿉튵컱훐ꎬ튲탨튪캪쪹폃랽뗄훆퓬릤틕쳡릩횧돖ꎬ춬퇹탨튪듋쓜솦ꆣ 뛔훆돌벼쫵뗄놣돖룺ퟙ뫍짺닺쓜솦ꎬ붫쓜놣횤릫쮾퓚볛횵솴짏뗄췪헻ꎬ퓚췢늿뮷뺳랢짺훘듳뇤뮯ꎬ탨튪헻뫏볛횵솴뗄쪱뫲ꎬ쓜릻뿬쯙췪돉ꎬ늻훁폐뻞듳럧쿕ꆣ z 쫐뎡탅쾢뗄뗷퇐 퓶잿쫐뎡뗷퇐쓜솦ꎬ쫕벯ퟣ릻뗄쫐뎡탅쾢살횸떼퇐뺿뾪랢뫍쿠맘뛠풪뮯뺭펪ꎬ좫쏦헆컕뿍뮧탨쟳뫍뇤뚯탅쾢ꎬ쳡룟짺닺볆뮮맜샭ꆣ쫐뎡뗷퇐쓜솦탨튪놣횤릫쮾쪵쿖닮틬뮯퇐랢쿺쫛뗄뻶닟횧돖ꎬ춬쪱튪캪릫쮾뗄췢냼짺닺쳡릩ힼ좷뗄횸떼ꆣ뛔뺺헹뛔쫖뺺헹듫쪩튪놣돖뺯쳨ꎬ틔뿬쯙뗄쿬펦살펦뛔뺺헹ꆣ z 뿍뮧닮틬뮯탨쟳뗄싺ퟣ 퓚쿺쫛럾컱헢룶믮뚯짏튪돤럖싺ퟣ뿍뮧뗄닮틬뮯탨쟳ꆣ붨솢뿬쯙쿬펦뿍뮧탨쟳뗄믺훆ꎬ뫍쳡릩늻춬럾컱쓜솦ꎬ냼삨릺싲쟾뗀ꆢ붻믵쪱볤ꆢ뚩믵쫽솿ꆢ욷훊놣횤ꆢ벼쫵횧돖ꆢ늻솼욷럖컶뗈뗈랽쏦ꆣ쳡릩뛀쳘뗄럾컱폐훺폚룄뇤뿍뮧뗄볛횵뇪ힼꎬ쪵쿖닺욷뗄틧볛ꆣ뛔뾿짺닺믮뚯뒴퓬훷튪샻죳뗄뎧짌ꎬ붫탎돉욷없쳘헷ꆣ룄짆탐튵뺺헹ힴ뿶ꆣ z 릩펦솴맜샭 릩펦솴뗄맜샭훘튪뗄쫇캪뺧풲뗄짺닺돉놾쪤맽믲헟놣돖폫뺺헹뛔쫖뗄쮮욽ꆣ퓚퇐랢짨볆뗄횧돖쿂ꎬ룃믮뚯탨튪퓚뻟놸폅탣뗄첸에쓜솦뫍솼뫃뗄볆뮮맜샭ꆢ췢냼맜샭ꆣ쓜붵뗍짺닺엺듎맦쒣ꎬ쪵쿖뷏킡뗄뿢듦뫍붻믵쪱볤ꆣ직듦릩펦짌퓚튻뚨돌뛈짏튪붻믵쪱볤뛌ꆣ 직듦릲춬뗄쳘뗣쫇ꎬ뚩믵쪱볤떽붻믵쪱볤뇈ퟮ킡짺닺훜웚뛌ꆣ캪쇋놣횤붻믵쪱볤ꎬ릫쮾튪캬돖튻뚨뿢듦틔놣횤뿍뮧뗄뚩떥ꎬ틲캪닺욷탨튪퓚뿍뮧쿂떥잰닉릺뫃ꎬ릫쮾뗄짺닺쮮욽쫇믹폚뿍뮧탨쟳뗄풤닢ꆣ튻냣살쮵ꎬ릫쮾쿺쫛닺욷쫇럖뾪룺ퟙ살ퟔ횱릩뿍뮧ꆢ듺샭럖쿺짌틔벰듺샭럖쿺짌뗄뿍뮧뗄뚩떥ꆣ탐튵뗄맟샽쫇ꎬ헢킩뿍뮧뿉틔퓚뇪ힼ붻믵잰30쳬늻뢶듺볛좡쿻뚩떥ꆣ뿍뮧뛔컒쏇닺욷뗄탨쟳뫜쓑풤닢ꎬ틲캪쯻쏇뿉쓜룄뇤캪ퟔ벺뗄풭틲룄뇤뿢듦맟샽ꆢ췆동믲헟좡쿻뚩떥ꆣ헢퇹뗄ퟶ램뿉쓜떼훂컒쏇뎬뛮믲맽쪱뿢듦ꎬ퓶볓닺헛뻉ꆣ 2007쓪뗄량쯷냫떼쳥뗄쎫샻싊캪18%ꎬ짺닺훆퓬뮷뷚쫇햽싔돉놾뗄훘뗣ꆣ틲듋ꎬ헢룶뮷뷚뗄췢냼돶좥뫳돉놾뿘훆ꎬ횱뷓좡뻶폚릩펦솴맜샭뗄쓜솦ꆣ 듓틔짏럖컶뿉틔뾴돶ꎬ쪵쪩닮틬뮯뺺헹햽싔뫍쿠맘뛠풪뮯햽싔맘볼믮뚯쫇죋솦풴뛔탅 74
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쾢쇷뗄뒦샭짏ꆣ틲듋죋솦풴뗄뾪랢뫍샻폃ꆢ웳튵탅쾢벼쫵럾컱쫇헢킩뫋탄믮뚯뗄훘튪뢨훺믮뚯ꆣ 붨솢폐뺺헹탔뫋탄쓜솦뫍ퟩ횯닅쓜ꎬ쫇릫쮾퓚킭뗷췢냼릩펦솴맜샭ꆢ쿺쫛럾컱뫍퇐랢짨볆쓜솦랽쏦뗄뺺헹폅쫆ꆣ벴쪹뛔쫖쒣럂횮뫳ꎬ튲틲캪좱짙쿠펦뗄죋솦풴뫍킭뗷릵춨믺훆뛸컞램룟킧퓋ퟷꆣ뛔붨솢릫쮾돖뻃뗄뺺헹폅쫆ꎬ뛔횴탐릫쮾닮틬뮯뺺헹햽싔뫍쿠맘뛠풪뮯뗄뺭펪랢햹햽싔폐훘튪뗄ퟷ폃ꆣ 붨솢풴솦솿뫍ퟩ횯쓜솦 (1) 붨솢뻘헳쪽ퟩ횯뷡릹 량쯷냫떼쳥쯹뒦뗄냫떼쳥탐튵ꎬ폐뷏뛠뗄췢늿틲쯘ꎬ룷훖뺭볃ꆢ컄뮯ꆢ벼쫵뗈틲쯘뚼믡펰쿬뛔닺욷뗄탨쟳ꎬ틲쯘늻좷뚨탔룟ꎬ쟒쓑틔풤웚ꆣ쫴폚늻좷뚨탔뇈뷏룟뗄탐튵ꆣ헢훖뮷뺳쿂ꎬ튪쟳ퟩ횯쫇폐믺뷡릹뗄췅뛓ꎬ뻟폐웕뇩뗄닎폫탔뫍럖좨뮯ꆣ쪵쿖맣랺뗄뇟뷧뿧풽헻뫏ꆣ죧춼37ꎬ쫇량쯷냫떼쳥쿖폐뗄뻘헳쪽ퟩ횯뷡릹ꆣ 컄쿗살풴ꎺSpansion릫쮾쇏헻샭 춼㌷†량쯷냫떼쳥릫쮾ퟩ횯뻘헳춼 䙉䝕剅㌷†印慮獩潮?䥮挠Organize Matrix? 뻘헳쪽ퟩ횯뷡릹랽뇣볓잿뫡쿲솪쾵ꎬ복짙횰쓜늿쏅횮볤뗄릵춨헏낭ꆣ릲쿭튵죋풱뫍짨놸ꎬ복짙놾횧돶ꎬ쳡룟쇋풴샻폃싊ꆣퟮ훕쪵쿖ퟩ횯뗄쇩믮탔뫍펦뇤쓜솦ꆣ룷훖튵죋풱릲춬췪돉릤ퟷꎬ돤럖랢믓룷ퟔ뗄폅쫆ꎬ죝틗좡뗃뒴탂탔돉맻ꆣ뿉틔캪릫쮾뗄닮틬뮯뺺헹쳡릩 75
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 ퟩ횯닣쏦뗄횧돖ꆣ떫ퟩ횯훐돶쿖뛠훘횰좨맘쾵ꎬ펰쿬릫쮾헻쳥벨킧뗄쳡짽ꆣ 틲듋ꎬ릫쮾쿖폐뗄ퟩ횯뷡릹늻탨튪ퟶ훘듳뗷헻ꎬ떫탨튪춨맽폐헫뛔탔뗄벨킧맜샭살쏖늹헢훖ퟩ횯뷡릹듸살뗄좱쿝ꆣ (2) 뗷헻뷰럖엤ꎬ복짙놾횧돶 2007쓪ꎬ량쯷냫떼쳥췪돉뛔SP1놾횧돶10틚쏀풪ꎬ돶쫛쇋JV1/JV2짺닺쿟룸뢻쪿춨ꎬ쫕떽뷰틚쏀풪ꆣ떫퓚2007쓪ꎬ샻쾢횧돶듯떽9539췲쏀풪ꆣ웚쒩쿖뷰벰뗈볛컯횻폐틚쏀풪ꆣ틲듋ꎬ룹뻝퓶볓췢냼뗄닮틬뮯햽싔ꎬ탨튪복짙놾뷰뗄횧돶ꎬ붵뗍닆컱돉놾ꎬ룄짆닆컱ힴ뿶ꆣ 릫쮾쒿잰퓋ퟷ죽룶뺧풲뎤Feb25ꆢJV3뫍SP1ꆣ뺧풲짺닺평췢늿뎧짌살ퟶ믡룼뫃믲헟돉놾룼뗍ꎬ떫풭살릤뎧닺뗄뒦훃뫍맍풱뗄릤ퟷ믺믡ꆣ죧맻쿻복횰캻뗄뮰ꎬ붫짦벰떽뛔릫쮾풱릤뗀뗂퓰죎뗄컊쳢ꎬ탨튪췗짆뒦샭ꆣFeb25캻폚쏀맺Austinꆣ평폚뻅쪮쓪듺냫떼쳥쫂튵뗄엮늪랢햹ꎬAustin돉캪쇋쏀맺냫떼쳥뗄쪥뗘ꆣ IntelꎬMotorolaꎬ뗂훝틇웷ꎬDELL뗈ꎬ좫틔헢샯캪짺닺뫍퇐랢훐탄ꆣ틲듋Feb25뛔폚탐튵횪쪶뗄뷓쫕폐훘튪뗄틢틥ꎬ탨튪볌탸캬돖퓋ퟷꆣJV3뫍SP1퓚죕놾춬튻뗘뗣ꆣSP1쫇릫쮾퓚2007쓪춶죫훘뷰붨짨뗄ꎬ뻟폐튵뷧쇬쿈릤틕쮮욽뗄뺧풲짺닺뎧ꆣ뛔폚캬돖릫쮾쏅뗄짺닺쓜솦ꎬ놣횤맘볼뿍뮧뗄벰쪱붻믵ꆢ캬돖릫쮾퓚췢냼첸에늩?훐뗄뗘캻뻟폐쿠떱훘튪뗄틢틥ꆣ틲듋ꎬ튲탨튪볌탸퓋ퟷꎬ뛸늻쓜돶쫛뗈뒦훃ꆣ 캪쇋춨맽퇐랢짨볆뫍싺ퟣ뿍뮧뛠퇹탔탨쟳뗄닮틬뮯짏ꎬ튪쟳릫쮾폐돶즫뗄퇐랢뫍뒴탂쓜솦ꆢ뿍뮧횧돖럾컱쓜솦ꆣ쿠뛔듦뒢웷ퟷ캪죕폃욷뗄쿺쫛살뾴ꎬ퓶볓듳솿뗄뿍뮧펦폃뷓뿚늿럖믮뚯ꆣ헢킩믮뚯퓚릤ퟷ닣듎뷡릹쫇뒦폚뗗닣ꎬ쫽솿엓듳ꎬ쿠떱뫄럑돉놾ꆣ캪붵뗍닮틬뮯뗄돉놾ꎬ탨튪퓚뗍돉놾뗘쟸붨솢쾵춳펦폃뫍벼쫵횧돖훐탄ꆣ놣횤퓚쪵쿖닮틬뮯뗄맽돌훐ꎬ늻즥쪧돉놾뺺헹쓜솦ꆣ퓚뾼싇톡닟좫쟲뺺헹쪱뫲ꎬ탨튪쫊떱뾼싇헾훎컈뚨틲쯘뛔릫쮾킭뗷퓋ퟷ뗄펰쿬ꎬ튪믘뇜쿖퓚튻킩뚯떴맺볒뗄튵컱뾪햹펰쿬ꆣ춨맽뷰춶죫ꎬ퓚훐맺붨솢튻룶퇐랢훐탄ꆣ볓잿뫍훐맺냫떼쳥웳튵ꎬ용죧훐킾맺볊뗄뫏ퟷꆣ (3) 믱좡맘볼캻훃뗄풱릤ꎬ붨솢잿폐솦뗄맜샭췅뛓 펵폐잡떱횪쪶뫍훇솦놾ퟩ뫏뗄풱릤쫇쪵쿖햽싔쫗튪쫂쟩ꆣ퓚쪵쿖닮틬뮯뫍쿠맘뛠풪뮯뗄햽싔훐ꆣ퇐랢짨볆뮷뷚욾뷨튵횪쪶뫍탁쟚뗄릤ퟷ캪싺ퟣ뿍뮧뗄늻춬탨쟳쳡릩뿉쓜ꎬ웤쯹뒦뗄뇤뮯쿠뛔뷏킡ꎬ샍뚯돉맻뗄닮틬뇈뷏킡ꆣ훆퓬맜샭뫍췢냼뮷뷚탨튪룼뫃뗄맜샭쓜솦ꎬퟩ횯뗄벨킧쿔뗃룼캪훘튪ꆣ퓚쿺쫛럾컱뮷뷚ꎬ뒦퓚ퟮ뛠뇤뗄쫐뎡캢맛뮷뺳훐ꎬ탨튪솼뫃뗄럾컱틢쪶뫍쏴죱뗄쫐뎡뚴달솦ꆣ틲듋퓚퓚믱좡틔짏죽룶뮷뷚뗄죋닅쪱뫲훘뗣늻춬ꆣ떫뚼탨튪폐솼뫃뗄릵춨쓜솦ꎬ틔쫊펦릫쮾뿬쯙쿬펦뿍뮧탨쟳뫍룟킧뗄췢냼맜샭ꆣ 평폚퇐랢짨볆뮷뷚뗄뷡맻닮틬킡ꎬ뿉틔뾼싇좫쟲톡퓱뗘뗣ꎬ뛸늻뷶뷶쿞퓚쏀맺ꆣ뿉틔샻폃훐맺믲헟펡뛈뗄뗘쟸폅쫆살뷸탐틽폃뗄뾪랢ꎬ뛸퓚맨마퇐랢벯돉뗧슷뗄쿈뷸릤틕뫍짨볆ꆣ 76
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 틲캪틑뺭퓚훐맺폐럖횧믺릹ꎬ헢킩듫쪩늻믡쿔훸퓶볓릵춨돉놾ꆣ퓚췢냼맜샭뫍쿺쫛럾컱뮷뷚ꎬ탨튪횱뷓쳹뷼뺭펪믮뚯뗘믱좡죋솦풴ꆣ튪헐쒼늢쇴힡쓇킩뛔햽싔쪵쪩쯹탨뺭퇩ꆢ벼쫵벼쓜뫍훇솦놾뗄맍풱ꆣ (4) 붨솢쿠펦뗄죋솦풴맜샭뫍IT믹뒡짨쪩횧돖 퓚탂뚨랢햹햽싔훐ꎬ폐듳솿컯쇷뮷뷚뗄짺닺훆퓬틑뺭췢냼돶좥ꆣ릫쮾뗄뫋탄뺺헹솦퓚폚랢쿖뫍뿬쯙싺ퟣ뿍뮧늻춬뗄탨튪ꎬ틔벰춨맽폅탣뗄췢냼맜샭쓜솦ꆢ짺닺훆퓬볆뮮낲업믱뗃폐뺺헹솦뗄짺닺뮷뷚돉놾ꆣ햽싔믮뚯뚼쫇믹폚죋솦풴뛔탅쾢쇷뗄뒦샭짏ꆣ틲듋ꎬ뫏샭뗄뾪랢샻폃죋솦풴ꎬ놣돖죋솦풴뗄폅쫆ꎬ욽뫢죋솦풴뗄돉놾틔벰룟킧뗄탅쾢믱좡ꆢ쇷춨ꆢ샻폃쫇쪵쪩햽싔뗄훘튪뢨훺믮뚯ꆣ헢쿠펦튪쟳돶즫뗄죋솦풴풱릤뫍폐킧뗄IT믹뒡짨쪩횧돖ꆣ췪짆룟킧뗄IT믹뒡짨쪩뫍폐킧뗄샻폃ꎬ뛔폚릫쮾뿬쯙뗄탅쾢쇷뚯뫍샻폃탅쾢쇷살쪵쿖뺺헹폅쫆훁맘훘튪ꆣ 죋솦풴늿쏅펦룃췆맣톧쾰뫍엠통릤ퟷꎬ늻뛏쫊펦뇈뷏죝틗뇤뮯뗄췢늿뮷뺳뗄뇤뮯ꎬ용죧뿍뮧뗄탨쟳ꆢ닺튵뮷뺳ꆣ복짙틲캪풱릤늻쫊펦뮷뺳뗄풴샋럑뫍뗍킧릤ퟷ듸살뗄돉놾퓶볓ꆣ (5) 엠퇸룟킧ꆢ뿍뮧떼쿲뗄웳튵컄뮯 웳튵컄뮯쫇ퟩ횯ퟔ벺뗄뺭펪헜톧뫍풭퓲ꎬ쫇뷢뻶컊쳢뗄튻훖쒣쪽ꆣ뇭쿖쇋릫쮾뗄탅쓮뫍룶탔ꆣ릫쮾컄뮯듸살뗄뺭펪샭쓮ꆢ뺭펪랽램뫍맟샽폫햽싔늻튻훂쪱ꎬ컄뮯믡돉캪햽싔쪵쪩뗄ퟨ낭ꆣ랴횮ꎬ컄뮯뻍쫇튻훖횧돖ꆣ잿폐솦뗄컄뮯ꎬ듙돉릫쮾룹뻝쟥돾뛸뻟쳥뗄풭퓲뫍볛횵맛뷸탐뺭펪믮뚯ꎬ늢뻟폐뫜잿뗄솬맡탔ꆣ 량쯷릫쮾쫇죕놾뢻쪿춨뫍쏀맺AMD뗄뫏릫쮾ꎬ뢻쪿춨뗄쿠탅컞쿞뿉쓜ꎬAMD튲쫇붫뒴탂죏캪웳튵뗄뫋탄볛횵맛ꆣ량쯷릫쮾뒫돐쇋헢솽릫쮾뒴탂맛쓮ꎬ퓚웳튵컄뮯훐튲럇뎣잿뗷뒴탂뗄럕캧뫍훊솿틢쪶ꆣ떫뛔뿍뮧뗄뿬쯙쿬펦쎻폐ퟣ릻뗄훘쫓ꎬ돉놾뿘훆뗄컄뮯벸뫵놻뫶싔ꆣ쿖퓚릫쮾뗄랢햹햽싔튪붫뺧풲짺닺췢냼돶좥ꎬ춨맽쿺쫛럾컱뫍퇐랢짨볆뛔뿍뮧탨쟳뗄뿬쿬펦살쪵쿖닮틬뮯뺺헹ꆣ틲듋ꎬ돉놾뗄뿘훆뫍틔뿍뮧떼쿲뗄컄뮯탨튪뎹뗗뗘맡뒩퓚룷룶뺭펪믮뚯훐ꆣ캪듓룹놾짏붨솢듋쓜솦ꎬ늢놣돖컈뚨탔ꎬ엠퇸뿍뮧떼쿲ꆢ얬솦ힷ쟳돉놾폅쫆퓚룄퓬뫳뗄릫쮾ퟩ횯뷡릹솦쿔뗃럇뎣훘튪ꆣ 릫쮾탨튪춨맽듓짏떽쿂ꆢ돖탸뗄맽돌살엠퇸헢룶컄뮯ꆣ춨맽짨솢튻킩붱샸듫쪩살맄샸풱릤붨솢ꆢ뒫능뿍뮧떼쿲뫍돉놾쇬쿈뗄웳튵컄뮯ꆣ늢닉좡풱릤믮뚯뗄냬램ꎬ뗖뾹웳튵컄뮯뗄쿻췋ꎬ쪹웳튵튻횱뒦퓚잿폐솦뗄컄뮯럕캧훐ꎬ캪닮틬뮯햽싔뫍뛠풪뮯뺭펪쳡릩냯훺ꆣ 햽싔쪵쪩뗄움맀뫍뗷헻 랢햹햽싔훆뚨돶살뫳ꎬퟮ훘튪뗄쫇튪뮯캪웚췻뗄뷡맻ꎬ쪵쿖훆뚨뗄햽싔쒿뇪ꆣ퓚 77
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뫍헂뷚훐ꎬ쪶뇰돶캪쪵쪩랢햹햽싔뗄쓜솦ꎬ늢춬풴뗄럖엤붨솢쿠펦뗄ퟩ횯뫍쓜솦ꆣ떫햽싔쪵쪩쫇튻룶돖탸뗄맽돌ꎬ탨튪붨솢튻룶횧돖쾵춳뛔쪵쪩맽돌뷸탐돖탸뗄룄뷸ꎬ틔쫊펦늻뛏뇤뮯뗄췢늿뫍쓚늿뮷뺳ꎬ짵훁냼삨뛔훷튪쇬떼죋뗄볛횵좡쿲뗄틆뗈뗈ꆣ 햽싔쪵쪩뗄뿘훆뷡릹 퓚튻냣뗄쒿뇪뿘훆쾵춳훐ꎬ냼몬쯄룶ퟓ쾵춳ꎺ횴탐쾵춳ꆢ뇪ힼ쾵춳ꆢ탅쾢쾵춳뫍뿘훆쯣램쾵춳ꎬ죧춼38ꆣ횴탐쾵춳쫇룃쒿뇪뿘훆쾵춳쪵볊ꆢ뻟쳥뗄탐캪랢짺쾵춳ꎬ쯼퓋탐닺짺뗄탅쾢뺭맽탅쾢쾵춳뗄뒦샭돉쫽솿맘쾵뫳ꎬ폫뇪ힼ쾵춳풤쿈짨뚨뗄쒿뇪뷸탐뇈뷏ꆣ뇈뷏볬닩돶살뗄컳닮ꎬퟷ캪뫳탸뗷헻쾵춳뗄훘튪뻶닟탅쾢ꆣ뿘훆쯣램쾵춳춨맽룃탅쾢ꎬ뷡뫏쾵춳뗄쳘탔ꎬ룸돶횴탐쾵춳뗄룄뷸듫쪩ꆣ 컄쿗살풴ꎺꆶ햽싔맜샭ꆷ짏몣붻춨듳톧돶냦짧 춼㌸†햽싔쪵쪩뗄뿘훆뷡릹춼 䙉䝕剅㌸??䍯湴牯氠卹獴敭⁂汯捫潲⁓瑲慴敧礠䕸散畴楶攠 퓚량쯷냫떼쳥릫쮾랢햹햽싔쪵쪩뿘훆훐ꎺ 1. 횴탐쾵춳쫇뻟쳥뗄뺭펪믮뚯ꆣ횸량쯷냫떼쳥릫쮾ퟩ횯캪뿍뮧쳡릩닺욷뫍럾컱뗄맽돌ꎬ냼 78
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 삨릫쮾볛횵솴뗄벯돉뗧슷뗄퇐랢짨볆ꆢ뺧풲뗄짺닺ꆢ닺욷뗄쿺쫛뫍뿍뮧럾컱ꆢ쿠맘뗄맜샭믮뚯뗈뗈ꆣ헢킩뺭펪믮뚯ퟛ뫏돉릫쮾뗄뺺헹쓜솦ꆣ릫쮾춨맽늻춬뗄풴럖엤ꎬ탎돉돖뻃믲헟뛌웚뗄뺺헹쓜솦ꆣ퓚늻춬뗄맜샭듫쪩쿂ꎬ닺짺늻춬뗄뺭펪뷡맻ꆣ용죧ꎬ릫쮾닉좡뗍볛뗄쫐뎡닟싔쪱뫲ꎬ뿉틔믱뗃뇈뷏듳뗄쫐뎡럝뛮ꎬ떫펯샻ힴ뿶퓲캴뇘룄짆ꎻ퓶볓릫쮾뗄퇐랢짨볆춶죫뿉쓜뾪랢돶뻟폐돉놾폅쫆뗄벼쫵ꎬ쪹뗃릫쮾믱뗃솼뫃뗄뺺헹뗘캻뗈뗈ꆣ 2. 뇪ힼ쾵춳쫇튻쾵쇐뗄햽싔쒿뇪릹돉ꎬ쫇뇈뷏쏷좷쟥컺뗄뺭펪튵벨쮮욽ꆣ쯼뗄훆뚨쫜릫쮾쓚췢뮷뺳뗄뻟쳥쟩뿶펰쿬ꎬ튲쫜뺭펪헟뗄볛횵좡쿲쯹ퟳ폒ꆣ량쯷냫떼쳥뗄쒿뇪쫇2008쓪쪵쿖닆컱욽뫢ꎬ2013쓪쪵쿖릫쮾펪튵쫕죫50틚쏀풪ꆣ뛌웚복짙릫쮾놻뿉쓜뗄뗍볛쫕릺ꆣ훐웚뗄쒿뇪쫇엠퇸릫쮾뗄뫋탄뺺헹쓜솦ꆣ룃쓜솦냼삨냫떼쳥듦뒢웷퇐랢짨볆쓜솦ꎬ쫇릫쮾폐쓜솦뾪랢돶냫떼쳥듦뒢웷탐튵탔볛뇈ퟮ뫃뗄냫떼쳥듦뒢웷닺욷ꎻ럾컱쓜솦ꎬ죃듳훐뿍뮧믱뗃냫떼쳥듦뒢웷릩펦짌훐ퟮ싺틢뗄럾컱쓜솦ꎬ춬쪱엠퇸뷴쏜뷡뫏릫쮾닺욷릤틕ꆢ닺쓜ꆢ짺닺볆뮮뫍돉놾쒿뇪뗄뺧풲볓릤췢냼맜샭쓜솦ꆣ 3. 탅쾢쾵춳쫇쫕벯튵벨탅쾢ꎬ냑쪵볊튵벨폫쒿뇪쿠뇈뷏ꎬ헒돶웤훐뗄닮뻠ꆣ뫋탄죎컱쫇붫폐볛횵뗄탅쾢듓엓퓓뗄웳튵쫽뻝훐췚뻲돶살ꆣ탅쾢뗄쫕벯뮹냼삨뛔웳튵쓚췢늻뮷뺳뗄볠뿘ꎬ놣횤웳튵뛔뮷뺳뗄뇤뮯룐횪뫍쫊펦ꎬ퓶잿웳튵뗖폹럧쿕뗄쓜솦ꆣ탅쾢쾵춳튪뚨웚뗄짳쫓튵컱뾪햹쟩뿶ꎬ뛔뿍뮧뗄싺틢돌뛈뗄뗷닩ꎬ훘튪뫏ퟷ믯냩뗄탅쾢릵춨ꆣ량쯷냫떼쳥쒿잰뗄CSID늿쏅폫쿠맘뗄펦폃킾욬뎧짌폐솼뫃뗄탅쾢릵춨ꆣ탅쾢쾵춳뮹탨튪폃뫏쫊뗄랽램뇭듯돶횴탐쾵춳뗄돉맻ꎬ용죧쫇럱뻟폐NOR직듦뗄쇬떼헟뗘캻ꆢ뎤웚뗄뫋탄뺺헹솦뗈뗈ꎬ뚼탨튪좫쏦뗄뾼달쪵볊뺭펪믮뚯ꆣ 4. 뿘훆쯣램쾵춳쫇햽싔뗷헻뫍횴탐듫쪩뗄랢풴뗘ꆣ쯼뢺퓰뛔욫닮뷸탐럖컶ꎬ헒돶풭틲ꎬ좷뚨쫇럱탨튪닉좡뻀헽듫쪩ꎬ틔벰닉폃뫎훖듫쪩살쫇쪵볊뺭펪믮뚯뫍훆뚨쒿뇪쿠럻뫏ꆣ헢쫇튻쿮룶탔뮯벫잿뗄맜샭릤ퟷꎬ폫릫쮾컄뮯뫍쇬떼뷴쏜쿠맘ꆣBertrand Cambou쿈짺쫇량쯷냫떼쳥릫쮾ퟜ닃볦쫗쾯횴탐맙ꆣCambou쿈짺웹뷱펵폐15쿮쏀맺샻ꎬ튻쏻릫죏뗄벼쫵뒴탂헟ꆣퟷ캪룃릫쮾뗄쇬떼헟뫍풶뺰훆뚨헟ꎬCambou쿈짺뛔폚훆뚨량쯷냫떼쳥햽싔랽쿲뫍ퟮ훕쒿뇪쫇훘탂뚨틥NOR직듦ꎬ늢쿲뿍뮧쳡릩뛔폚웤뒴탂쓜솦훁맘훘튪ꆢ뻟폐햽싔틢틥뗄뷢뻶랽낸ꆣ헢퇹뗄웳튵컄뮯뫍쇬떼뿉틔캪쪵쪩닮틬뮯뗄햽싔쳡릩폐샻뗄횧돖ꆣ 떫죔좻뿉틔듓튻훂ꆢ킭뗷ꆢ폅풽ꆢ뿉탐쯄룶럖컶쏦살뾼달ꆣ 튻훂풭퓲쫇튪업돽햽싔랽낸훐늻튻훂뗄쒿뇪뫍헾닟ꎬ햽싔늻튻훂뿉쓜떼훂ퟩ횯쓚늿뗄돥춻뫍늿쏅횮볤뗄헹횴ꆣ샽죧튻킩쪱뫲ꎬ릫쮾WSD늿쏅퓚뗍볛쟀햼쫐뎡럝뛮ꎬ뛸CSID늿쏅좴얬솦캬쾵쿺쫛쎫샻싊ꎬ떼훂샠쯆듦뒢죝솿뗄닺욷퓚쫐뎡짏뗄볛룱닮뻠럇뎣떽ꎬCSID늿쏅튵컱뾪햹폶떽헏낭ꆣ헢쫇쿔좻뗄쓚늿쒿뇪늻튻훂듸살뗄컊쳢ꆣ 79
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 킭뗷풭퓲쫇횸움볛햽싔쪱볈튪뾼싇떥튻뇤뮯틲쯘ꎬ폖튪ퟩ뫏뛠룶뇤솿ꆣ햽싔뗄쪵쪩뇘탫뛔췢늿뮷뺳뫍웳튵쓚늿뮷뺳뗄맘볼뇤뮯ퟷ돶쫊펦탔랴펦ꆣ뇜쏢웳튵뫶쫓햽싔믹뒡뗄뇤뮯ꆣ쒿잰릫쮾튻룶햽싔믹뒡쫇NOR직듦늻믡놻뗍돉놾뗄NAND직듦쳦듺ꎬ죧맻벼쫵틲쯘랢짺뇤뮯ꎬ떼훂틔짏믹뒡랢짺뇤뮯쟷쫆뗄쪱뫲ꎬ릫쮾펦룃벰쪱닉좡듫쪩ꆣ 뿉탐풭퓲쫇튪쫇튪샻폃웳튵뿉쓜뗄풴살쪵쪩햽싔ꎬ늻퓬돉컞램뷢뻶뗄엉짺컊쳢ꆣ량쯷냫떼쳥뗄닆솦풴쫇훆풼햽싔뗄뗚튻튪쯘ꆣퟔ벺펵폐NOR직듦뗄뺧풲짺닺뎧랿짨놸탨튪듳럹뗄놾횧돶ꆣ뛔쒿잰량쯷냫떼쳥릫쮾살쮵ꎬ샻폃췢냼맜샭ꆢ쿈뷸뗄뗧슷짨볆쓜솦뗄쏖늹살뇜쏢놾횧돶듸살뗄닆컱럑폃ꆢ샻폃뺧풲췢냼짺닺쓜솦ꎬ엠퇸돖뻃뗄뺺헹폅쫆쫇뇈뷏폐샻뗄ꆣ 폅풽풭퓲쫇횸퓚쳘뚨뗄튵컱쇬폲뒴퓬뫍놣돖뺺헹폅쫆ꆣ량쯷냫떼쳥뗄뺺헹폅쫆퓚폚펵폐뗄MirrorBit샻벼쫵ꆢ쏅뗄NOR직듦릩펦짌듸살뗄뿍뮧훒돏뛈ꆣ랢햹샻벼쫵쳡릩믹놾뗄돉놾뺺헹쓜솦ꎬ캬뮤뿍뮧뗄훒돏폐훺폚믱뗃틧볛ꆣ 햽싔쪵쪩뗄볛횵움맀 탅쾢쾵춳뗄훘튪릦쓜쫇붫쪵볊튵벨뫍풤웚튵벨뷸탐뇈뷏ꎬ뗃돶닮뻠탅쾢ꆣ춨맽뇈뷏ꎬ웳튵뿉틔뗃떽솽룶탅쾢ꎬ튻쫇햽싔쪵쪩맽돌훐폫풤웚뗄욫닮ꎻ뛾쫇랢쿖햽싔쒿뇪뗄욫닮ꎬ헢훖욫닮튻냣쫇햽싔훆뚨쪧컳믲헟뮷뺳틲쯘뗄쫨슩뫍뇤뮯ꆣ춨맽탅쾢쾵춳뿉틔돤ퟣ뗄탅쾢살랴쮼웳튵햽싔쒿뇪뫍쪵쪩튻훂ꆣ 쪵볊뺭펪믮뚯냼싞췲쿳ꎬ퓌몬쇋벫웤럡뢻뗄탅쾢ꆣ쪵쪩헽좷뗄탅쾢뇈뷏붨솢퓚뛔쪵볊튵벨뗄뿆톧움맀믹뒡짏ꆣ늻헽좷뗄볛횵움맀뿉쓜떼훂햽싔뿘훆돶살뗄킧맻폫햽싔훆뚨뗄돵훔쓏풯놱헞ꆣ틲듋ꎬ볛횵움맀뛔햽싔뗄쪵쪩뻟폐럇뎣훘튪뗄틢틥ꆣ뒫춳뗄볛횵움맀쫇튻닆컱횸뇪캪훺뗄움볛쳥쾵ꆣ쯤좻뛔웳튵뗄룹놾쒿뗄뛸퇔ꎬ닆컱쫽뻝쫇횱뷓횸뇪ꆣ떫닆컱횸뇪횪쪶랴펦웳튵맽좥뗄닆컱볛횵ꎬ늢늻쓜뷒쪾돉뎤탔ꆢ럧쿕뗈틲쯘ꆣ쓄엂튻룶맽좥솼뫃뗄웳튵ꎬ퓚퓢쫜훘듳탅죎캣믺횮뫳ꎬ뿉쓜떼훂믙쏰탔뗄뫳맻ꆣ헢룶퓚맽좥뗄닆컱쫽뻝짏쫇컞램쳥쿖돶살뗄ꆣ샽죧낲듯탅릫쮾뗄웆닺ꆣ 캪좫쏦움맀튵벨ꎬ퓚릫쮾쪵쪩햽싔쪱뫲ꎬ닉폃욽뫢볇럖램ꎬ살쏖늹닆컱횸뇪뗄늻ퟣꎬ좫쏦움맀웳튵뗄볛횵ꆣ욽뫢볇랽램쫇뾨웕삼뫍억뛙뷌쫚쳡돶뗄ꎬ웤훷쳥쮼쿫쫇듓맋뿍뷇뛈ꆢ쓚늿맜샭뷇뛈ꆢ뒴탂뫍톧쾰뷇뛈ꆢ닆컱뷇뛈쯄룶랽쏦살뫢솿웳튵볛횵ꆣ 웳튵볛횵춨맽폫췢늿뮷뺳뷸탐붻뮻쳥쿖돶살뗄ꎬ맋뿍뗄볛횵쫇웳튵볛횵뗄룹놾튪쟳ꆣNOR직듦뿍뮧뇈뷏맘탄돉놾ꆢ탔쓜뫍럾컱ꆣ쓚늿맜샭쫇웳튵볛횵돖탸쳡짽뗄뇘튪쳵볾ꎬ풱릤뗄벼쓜ꆢ짺닺킧싊뫍훊솿뿘훆쮮욽뛔뿍뮧뗄볛횵뫍믱뗃뺺헹뗘캻폐훘튪틢틥ꆣ뒴탂쓜솦캪맋뿍쳡릩룼뛠볛횵ꎬ뾪랢탂쫐뎡ꆢ퓶볓막뚫볛횵ꆢ쳡룟킧싊폐횱뷓뗄췆뚯ퟷ폃ꆣퟮ뫳듓막뚫뗄뷇뛈ꎬ캬돖웳튵뗄짺듦뫍랢햹ꎬ믱뗃ퟮ듳춶쫕틦쫇막뚫뗄ퟮ훕탨쟳ꆣ 룹뻝틔짏럖컶ꎬ컒쏇짨볆죧춼39뗄욽뫢볇럖쿮쒿ꆣ 80
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쇏살풴ꎺ뇋뗃ꇱ뗂슳뿋뗈ꎬ릫쮾벨킧움닢ꆣ 춼㌹†욽뫢볇럖램뿲볜춼 䙉䝕剅㌹??䉡污湣攠卣潲攠䍡牤⁆牡浥? 웳튵볛횵ꎺ V =ꛁP +ꛁP+ꛁP+ꛁP 11223344 웤훐ꛁꆢꛁꆢꛁꆢꛁ럖뇰캪닆컱횸뇪ꆢ맋뿍싺틢ꆢ뒴탂폫톧쾰뫍쓚늿튵컱맜샭뗄좨1234 훘ꆣ돵쪼뗄쫽횵뿉틔욽뻹좨훘ꎬ뻟쳥뗄뗷헻뿉틔룹뻝릫쮾햽싔쪵쪩랴삡뷸탐쫊떱뗷헻ꆣ 뛸PꆢPꆢPꆢP 퓲럖뇰쫇닆컱횸뇪ꆢ맋뿍싺틢ꆢ뒴탂폫톧쾰뫍쓚늿튵컱맜샭뗄움볛1234뗃럖ꆣ 춨맽뇈뷏웳튵햽싔쪵쪩튵벨ꎬ벴웳튵볛횵Vꎬ폫쒿뇪튵벨뗄컳닮ꎬ럖컶컳닮닺짺뗄풭틲ꎬ럖컶뇤뮯쟷쫆ꆣ떱컳닮뇈뷏킡쪱ꎬ캪복짙뿘훆듫쪩뛔웳튵뗄펰쿬뫍뫶싔틲쯘쾸킡늨뚯떼훂뗄욫닮ꎬ늻탨튪뛔햽싔횴탐쾵춳쿂듯뻀헽듫쪩ꆣ죧맻컳닮뇈뷏듳뗄쪱뫲ꎬ퓲탨튪뾼달쫇럱평폚쎻폐췪헻뾼싇쓚췢뮷뺳ꎬ쒿뇪뚨뗃맽룟믲헟맽뗍ꆣ죧맻쫇뗄뮰ꎬ퓲뗷헻햽싔쒿뇪ꆣ럱퓲ꎬ퓲탨튪뾼달햽싔쪵쪩맽돌쫇럱탨튪룄뷸ꎬ늢룹뻝뫳탸쳖싛뗄뿘훆듫쪩ꎬ뛔횴탐쾵춳랢돶뻀헽듫쪩ꆣ 81
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 햽싔쪵쪩뗄뿘훆듫쪩 1. 샻폃풤쯣살뿘훆햽싔쪵쪩ꆣ 햽싔뗄뇤뚯뿉틔춨맽풤쯣뷰뗄럖엤살쪵쿖ꆣ퓚뻍뗄햽싔훐폐훘튪뗘캻뗄떥캻뿉쓜햼폃맽뛠뷰ꎬ뛸탨튪돐떣뛔햽싔쒿뇪쪵쿖폐룼듳펰쿬뗄떥캻탨튪룹뛠뗄풴ꆣ릫쮾ퟩ횯탨튪뫏쫊뗄풤쯣살횴탐햽싔볆뮮훐뗄죎컱ꆣ퓶잿쿖폐쓜솦믲랢햹탂쓜솦탨튪듳솿뗄뷰ꆣ맽짙뗄뷰믡복뮺뫍ퟨ낭ퟩ횯뛔죎컱뗄횴탐쓜솦ꎬ맽뛠뗄뷰믡퓬돉샋럑ꎬ붵뗍닆컱튵벨ꆣ햽싔쪵쪩헟뿉틔믽벫ꆢ폐샻뗄틆풴ꆣ쿻복쒳킩쇬폲뗄맦쒣ꎬ삩듳쇭췢튻킩쇬폲뗄맦쒣ꎬ춬쪱쳡룟풴샻폃킧싊ꎬ살쪹릫쮾폐쿞뗄풴쓜쪵쿖룼뫃뗄튵벨ꆣ샻폃좨샻ퟣ릻뗄풴ꎬ캪웚췻랢짺뗄쫂쟩뒴퓬쳵볾ꎬ볡뻶뗍쳔청쓇킩늻퓙뫏샭뗄쿮쒿뫍믮뚯ꆣ탨튪쳘뇰힢틢뗄쫇ꎬ뛔햽싔돉릦럇뎣맘볼뗄떥캻뫍믮뚯뷰릩룸늻ퟣ붫떼훂헻룶쪵쪩맽돌뗄쪧냜ꆣ 릫쮾쿖퓚뗄햽싔쒿뇪쫇2009쓪쪵쿖펯뿷욽뫢ꆣ춨맽닮틬뮯뺺헹햽싔뫍뛠풪뮯뺭펪ꎬ틔뫳쪵쿖컈뚨퓶뎤ꆣ틲듋ꎬ뺧풲짺닺뗄놾횧돶쫇탨튪쿷복ꎬ쿷복횮뫳춬쪱뿉틔듸살닆컱럑폃뗄복짙ꆣ캬돖맽좥퇐랢짨볆뗄믮뚯ꎬ떫탨튪볓잿뾪췘탂쇬폲닺욷쓜솦뗄엠퇸ꆣ뛸뺧풲췢냼맜샭뫍룼잿뗄뿍뮧횧돖쓜솦탨튪랢햹ꎬ탨튪퓶볓뷰퓚듋믮뚯ꆣ 캪쇋쓜쪹릫쮾뗄풴엤훃뛔뮷뺳뇤뮯벰쪱랴펦ꎬ탨튪붫풤쯣훜웚짨뚨캪튻룶벾뛈ꆣ춨맽쓚늿풴뗄뿬쯙틆ꎬ쳡룟샻폃킧싊ꎬ복짙헻쳥풤쯣뗄횧돶ꆣ 2. 닉폃벤샸탔듫쪩듙뷸햽싔횴탐ꆣ 퓚뫏샭뗄햽싔쪵쪩횧돖쾵춳훐ꎬퟩ횯훐돉풱죈쟩놥싺뗘훒돏폚햽싔쪵쪩뫍쪵쿖튵벨쒿뇪쫇럇뎣훘튪뗄ꆣ맜샭닣짨볆뫍쪹폃벤샸듫쪩ꎬ살믱뗃ퟩ횯돉풱돖뻃뗄ꆢ돤싺죈쟩뗄횧돖ꆣ붱샸훆뛈뗄ퟷ폃퓚폚쪹ퟩ횯돉풱퓚냯훺릫쮾쪵쪩웤햽싔ꎬ헹좡맋뿍싺틢뫍쪵쿖릫쮾풸뺰랽쏦믱뗃룶죋싺틢뫍뺭볃짏뗄쫕믱ꆣ쪹쯻쏇퓚틔벨킧캪떼쿲뗄뮷뺳훐ퟂힳ돉뎤ꎬ늢풸틢좥랢쿖쓇킩폐샻폚ퟔ벺믱뗃룶쳥돐죏ꆢ돉뻍룐뗄뺺헹뫍톹솦ꆣ릫쮾펦룃짨볆뷰잮뫍럇뷰잮뗄쫖뛎ꆣ 릫쮾쿖퓚뗄햽싔쒿뇪쫇엠퇸릫쮾뗄뫋탄뺺헹솦ꎬ냼삨퓚뗧슷짨볆ꆢ닺욷쿺쫛뫍럾컱ꆢ틔벰췢냼맜샭쓜솦ꎬ쪵쿖릫쮾쿺쫛쫕죫퓚2013쓪듯떽50틚쏀풪ꎬ늢ퟮ듳쪵쿖막뚫뗄릫쮾볛횵ꆣ틲듋ꎬ맄샸뫍쳴햽풱릤ꎬ죃웤뷓쫕릫쮾뗄햽싔ꎬ퓚릤ퟷ훐뷟뺡쯹쓜뗘쪵쪩ꎻ뒴붨튻룶뮥쿠횧돖ꎬ늢얬솦쫇릤ퟷ뇤뗃폐좤뫍쇮죋싺틢ꆣ쯤좻뢺쏦뗄벤샸듫쪩퓶볓좡뗃뫃튵벨뗄톹솦ꎬ떫량쯷냫떼쳥쪵쪩닮틬뮯햽싔쫇틔죋솦놾캪뫋탄뺺헹솦뗄햽싔ꎬ뛔맘볼죋닅뗄놣쇴뫍뾪랢쿠떱훘튪ꎬ틲듋퓚닆컱햽싔쪵쪩듙뷸듫쪩뗄쪱뫲늻훘뗣뾼싇뢺쏦뗄벤샸듫쪩ꆣ 릫쮾탨튪쿖퓚횻탨튪췪짆헽퓚쪵탐뗄펶뷰늹뎥볆뮮ꎬퟷ캪햽싔쪵쪩듙뷸듫쪩ꆣ쒿잰뗄볆뮮훷튪쫇쿺쫛쿠맘죋풱ꆣ룃쪵쪩냬램쫇붫벾뛈붱뷰뫍튵벨쒿뇪뗄쪵쿖ퟷ캪뾼뫋뇪ힼꆣ붫벤샸붨솢퓚믱뗃뗄돉맻짏ꆣ틲듋ꎬ뿉틔붫룃볆뮮삩햹떽퇐랢짨볆뫍짺닺맜샭뮷뷚ꆣ춨맽폅뮯뗄쒿뇪짨솢랽램ꎬ붫듋뮷뷚뗄ퟩ횯돉풱폫햽싔쒿뇪쪵쿖뷴쏜솪쾵웰살ꆣ용죧ꎬ퇐랢짨볆뮷뷚뗄벤 82
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 샸뿉틔뫍탂닺욷쿺쫛싊ꆢ벼쫵쮮욽퓚탐튵훐뗄업탲뗈횸뇪뷡뫏웰살ꎬ듙뷸퇐랢짨볆뮷뷚탎돉뛀쳘쿈뷸뗄벼쫵폅쫆ꎬ탎돉릫쮾닮틬뮯뫍쿠맘뛠풪뗄햽싔쪵쪩뗄믹뒡ꆣ뛸퓚짺닺맜샭뮷뷚ꎬ뿉틔붫돉놾뗄폅뮯ퟷ캪뾼뫋횸뇪ꎬ죃룃ퟩ횯죋풱횱뷓쳥믡떽짺닺돉놾뗄믹놾뺺헹솦뛔햽싔쪵쪩뗄훘튪틢틥ꆣ 캪쇋좷놣붱뷰볆뮮뛔ퟩ횯돉풱틽웰벫듳뗄힢틢ꎬ헦헽듸뚯룶죋릤ퟷ믽벫탔ꎬ닺짺솼뫃뗄벤샸ퟷ폃ꎬ훆뛈뗄쪵쪩튪뢲룇맜샭죋풱뫍횱쿟릤ퟷ죋풱ꎬ좷놣죏헦ꆢ뷷짷뫍릫욽뗄횴탐붱샸훆뛈ꆣ붱샸훆뛈훐튵벨횧뢶놨돪탨튪햼떽돉풱쯹폐쫕죫뗄20ꎥ틔짏ꎬ붱뷰횧뢶내헕벾뛈횴탐ꆣ룺쯦풤쯣뗄뗷헻훜웚ꎬ횧뢶쪱볤늻뎬맽뾼뫋뷘훁쪱볤2훜ꆣ퓚붱샸훆뛈뗄돖탸룄뷸맽돌훐ꎬ탨튪퓶볓럇뷰잮뗄붱샸ꆣ춬쪱량쯷냫떼쳥쫇뿧맺뺭펪뗄릫쮾ꎬ탨튪뾼싇늻춬컄뮯뛔붱뷰볆뮮뗄펰쿬ꆣ 3. 짨볆뫍뗷헻헾닟폫쇷돌ꆣ 햽싔뗄뇤뮯탨튪릤ퟷ쪵볹뫍쓚늿퓋펪랽쪽랢짺뇤뮯살쪵쪩ꆣ햽싔쪵쪩힢훘뗄쫇헻쳥퓋ퟷꆣ헢쪹뗃늿쏅횮볤뗄틀삵탔볓잿ꎬ늻뿉뇜쏢뗘닺짺듳솿뗄킭뗷릤ퟷꆣ틀뾿ퟩ횯뷡릹탔뗄솦솿뛸늻쫇룶죋뮯뗄킭뗷ꎬퟩ횯킭뗷릤ퟷ닅폐놣헏ꆣ맦뚨탔뗄헾닟뫍퓋펪돌탲뿉틔뛔퓵퇹췪돉뫍풤웚쳡릩듓짏떽쿂뗄횪뗀ꎻ뛔뛀솢뗄탐뚯쪩볓쿞훆ꎬ퇘ퟅ쾣췻뗄슷뺶틽떼룶죋뫍벯쳥뗄얬솦ꎻ뛔럖즢뗄퓋펪떥캻뒫뗝쟥컺뗄탅쾢뗈랽쏦냯훺쪵쪩햽싔죎컱ꆣ 틔훆뛈뗄랽쪽냑릵춨폫킭뗷맦퓲쏷좷쿂살ꎬ쫇복짙웳튵쓚뫄뗄믹놾쫖뛎ꆣ릵춨킭뗷맦퓲뗄짨훃탨튪뷢뻶ퟩ횯쓚늿럖웧ꆢ돥춻믲헟웤쯻탨튪ꆣ떱헢킩쿖쿳돶쿖뗄쪱뫲ꎬ튪폐풤쿈짦벰떽쓇룶뷢뻶컊쳢뗄맦퓲ꎬ쳡룟웳튵퓋ퟷ뗄킧싊뫍킧틦ꆣ평폚웳튵췢늿뮷뺳뗄뻧쇒뇤뮯ꎬퟩ횯뗄뫡쿲뮯붫돉캪캴살웳튵릵춨킭뗷맦퓲뗄훷튪쳘헷ꆣ뫡쿲뮯힢훘뗄쫇늿쏅볤뗄릵춨폫킭뗷ꎬ잿뗷늿쏅볤뗄뫏ퟷꎬ틔볓뿬탅쾢쇷뚯ꎬ쫇웳튵뛔뮷뺳뇤뮯뻟폐룼뫃뗄헻쳥펦뛔쓜솦ꆣ펦뛔쓜솦뮹냼몬뛔럧쿕뗄럀랶쓜솦ꆣ샽죧ꎬ퓚쳡룟뿍뮧뗄싺틢돌뛈뫍돉놾튪쟳짏ꎬ릫쮾훆뚨뗄뢶뿮랽쪽폐쿠떱뗄펰쿬ꎬ떫뢶뿮랽쪽뗄뇤뮯ꎬ믡펰쿬닆컱럧쿕ꆣ틲듋퓚쪵쿖햽싔쒿뇪뗄맽돌훐ꎬ폐뇘튪뛔헾닟믲쇷돌ퟶ쫊떱뗄뗷헻ꎬ틔욽뫢햽싔쒿뇪뗄쪵쿖컳닮ꆣ용죧퓶볓뿍뮧뗄탅폃붫쓜듙뷸닺욷뗄쿺쫛ꎬ퓚탨쟳춻좻퓶뎤뗄쟩뿶쿂ꎬ뿉틔쫊떱닉좡듋듫쪩살듙뷸닺욷뗄쿺쫛ꆣ 볡돖돖탸룄짆탐뚯ꆣ튪쪹볛횵믮뚯뺡뿉쓜폐킧뫍룟킧뗘뷸탐ꎬ쎿튻룶떥캻뻍탨튪붫ퟔ벺퓋ퟷ쳘뚨죎컱뫍믮뚯뗄랽쪽폫탐튵훐ퟮ병헟뷸탐뇈뷏ꎬ헒돶뫍닉쓉ퟮ병쪵볹뗄횧돖쫇뛔쪵쪩햽싔뇘늻뿉짙뗄틲쯘ꆣ횱뷓뢴훆ퟮ병쪵볹쫇늻뿉탐뗄ꎬ펦룃룹뻝릫쮾뗄뻟쳥탎쪽뫍펦폃뮷뺳뗄닮틬ꎬ벴뷡뫏량쯷냫떼쳥릫쮾뗄햽싔쒿뇪훐ꎬ퇐랢짨볆쓜솦ꆢ쿺쫛럾컱쓜솦틔벰췢냼맜샭쓜솦쫇ퟮ훘튪뗄볛횵솴믮뚯ꎬ룄뷸쇷돌ꎬ쪵쿖릫쮾뗄ퟮ병쪵볹믮뚯ꆣ횧돖쪵쿖햽싔쒿뇪ꆣ릫쮾튪볌탸쒿잰쪵쪩뗄ꆰKaizenꆱ탐뚯볆뮮ꆣ 4. 릵춨폫뗷헻쒿뇪ꆣ 83
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 햽싔뗄쪵쪩튪틔튻훖킭뗷뗄ꆢ쓜랢믓룷랽쏦쓜솦뗄랽쪽뷸탐ꆣ햽싔뗄틢춼뫍쒿뇪탨튪뫜뫃뗘뒫듯룸맜샭헟뫍믹닣풱릤ꎬ닅쓜캪뻟쳥뗄튵컱췁릤쏷좷뗄탐뚯횸쓏ꎬ폈웤뛔폚믹닣풱릤뛸퇔ꎬ햽싔쒿뇪폫웤뻟쳥탐뚯솪쾵쯉즢ꆣ틲듋ꎬ떱랢쿖평폚풱릤뛔햽싔샭뷢떼훂쪵쪩돶쿖욫닮뗄쪱뫲ꎬ튪벰쪱뗘뷸탐릵춨ꎬ늢냑햽싔쒿뇪뫍늿쏅벰룶죋뗄쒿뇪솪쾵웰살ꆣ릫쮾뮹탨튪잿뗷듓햽싔쪵쪩훐랴삡폫톧쾰듓냼삨뿍뮧ꆢ쓚늿쇷돌뫍뒴탂폫톧쾰뗈뛠룶뷇뛈랴삡볠뚽뛌웚뷡맻ꎬ죃햽싔쪵쪩뿘훆맡뒩퓚캢맛닣쏦ꆣ 햽싔쒿뇪뗄훆뚨냼몬죽룶믹놾뗄볙짨ꎺ뛔췢늿뮷뺳벰웤뇤뮯쟷쫆뗄볙짨ꆢ뛔ퟔ짭룹놾쒿뗄뗄볙짨ꆢ뛔ퟔ짭뺺헹폅쫆뗄볙짨ꆣ쒿뇪뗄훆뚨탨튪놣횤뿉틔쪵쿖ꎬ떱뺭맽럖컶랢쿖쫇훆뚨햽싔쒿뇪뗄믹뒡랢짺뇤뮯쪱뫲ꎬ퓲탨튪춨맽뗷헻햽싔쒿뇪살놣횤쒿뇪쫇뿉쓜쪵쿖뗄ꆣ 햽싔뗄쪵쪩쫇튻룶췪헻뗄맽돌ꎬ량쯷냫떼쳥릫쮾퓚쪵쪩랢햹햽싔뗄쪱뫲ꎬ탨튪뾼싇ퟛ뫏펦폃틔짏뿘훆듫쪩ꎬ살쪵쿖릫쮾뗄랢햹햽싔쒿뇪ꆣ 84
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 뗚냋헂 뷡싛 훷튪뷡싛 놾컄믹폚뇊헟믱뗃뗄량쯷냫떼쳥릫쮾췢늿뫍쓚늿뮷뺳쇏ꎬ뷡뫏햽싔맜샭뗄샭싛쳥쾵ꎬ펦폃쇋쿠맘뗄뚨솿뫍뚨탔퇝틯ꆢ맩쓉랽램ꎬ캪량쯷냫떼쳥릫쮾뗄랢햹쳡돶릫쮾닣캪훷뗄랢햹햽싔ꆣ뗃떽틔쿂뷡싛ꎺ (1) 튻냣췢늿뮷뺳뛔냫떼쳥듦뒢웳튵폐샻ꆣ냫떼쳥듦뒢탐튵헻쳥탨쟳돖탸퓶뎤ꎬ닺욷볛룱탨쟳떯탔킡ꎬ떫닺튵맦쒣킧펦뫍톧쾰쟺쿟쏷쿔ꎬ닺튵벯훐돌뛈룟ꎬ닺튵쓚늿뺺헹벤쇒ꆣ (2) 릫쮾뻟놸닎폫닺튵뺺헹뗄쓜솦ꎬ떫뫋탄뺺헹쓜솦늻춻돶ꆣ퓚웹뷱캪횹뗄랢햹맽돌훐ꎬ붨솢쇋좫쟲쿺쫛럾컱췸싧ꎻ폐뷏잿뗄퇐랢쓜솦뫍폐췪헻뗄짺닺쓜솦ꆣ닆컱랽쏦뗄쇓쫆춻돶ꆣ (3) 릫쮾랢햹컊쳢풴ퟔ탐튵쓚뺺헹ꎬ랢햹뗄믺믡퓚폚쿂폎뿍뮧ꆣ쒿잰닺욷쿺쫛샻죳싊뇈뷏뗍룹풴퓚폚닺튵쓚뗄뺺헹ꆢ뗍잨틆돉놾듸룸쿂폎뿍뮧뗄잿듳뗄틩볛쓜솦ꆣ엠퇸릫쮾뗄뫋탄뺺헹솦뫍캪쿂폎뿍뮧뒴퓬뢽볓횵ꎬ쫇량쯷냫떼쳥릫쮾볛횵뗄살풴ꆣ (4) 럀폹햽싔뫍랢믓뎤뒦ꆢ믘뇜췾킲쫊뫏릫쮾랢햹톡퓱ꆣ닆컱ힴ뿶닮ꆢ뺺헹폅쫆늻쏷쿔뫍듳뗄탐튵탨쟳뇤뚯떼훂릫쮾쫊뫏닉폃럀폹햽싔ꆣTOWS뻘헳럖컶뚨탔뗃떽릫쮾쫊뫏닉좡ST햽싔ꎬ벴랢믓엠퇸퇐랢폅쫆ꆢ믘뇜뗍볛뺺헹뫍뛱틢쫕릺뗄췾킲ꆣ (5) 붨틩릫쮾닉폃닮틬뮯햽싔ꆣ벴듓맽좥틔뺧풲짺닺캪뒴퓬볛횵뗄뮷뷚ꎬ틆떽틔퇐랢ꆢ럾컱캪훷튪뒴퓬볛횵뮷뷚ꆣ볛횵솴뗄룄퓬ꎬ쓜복짙릫쮾놾탔횧돶ꎬ쪹릫쮾폐닺욷뫍럾컱뷸죫낲좫쫽뻝듦뒢ꆢ뮥솪췸럾컱웷뗈쿺쫛샻죳싊룟뗄쾸럖쫐뎡ꆣ퓚헢킩쇬폲쓜틔벼쫵뫍럾컱캬돖돖뻃뗄뺺헹솦ꆣ (6) 붨틩릫쮾닉폃쿠맘뛠풪뮯뺭펪햽싔ꆣ릫쮾쒿잰펵폐뗄샻벼쫵뿉틔탭뿉룸캢뿘훆웷뎧짌ꎬ믱뗃뎬킡죝솿듦뒢쫐뎡ꎻ늢틔벼쫵폅쫆뷸죫웤쯻샠탍냫떼쳥듦뒢쫐뎡ꆣ쪵쿖킭춬킧펦ꆢ삩듳쿺쫛맦쒣ꎬ퓶잿뛔릩펦짌뗄틩볛쓜솦ꆣ (7) 캪릫쮾훆뚨뛌웚뫍훐뎤웚랢햹햽싔쒿뇪ꆣ2009쓪쪵쿖펯뿷욽뫢ꎬ쿺쫛뛮듯떽25틚쏀풪ꎬ2013쓪듯떽50틚쏀풪ꆣ훐뎤웚뗄쒿뇪쫇엠퇸릫쮾뗄뫋탄뺺헹쓜솦ꆣ룃쓜솦냼삨냫떼쳥듦뒢웷퇐랢짨볆쓜솦ꎬ쫇릫쮾폐쓜솦뾪랢돶냫떼쳥듦뒢웷탐튵탔볛뇈ퟮ뫃뗄냫떼쳥듦뒢웷닺욷ꎻ럾컱쓜솦ꎬ죃듳훐뿍뮧믱뗃냫떼쳥듦뒢웷릩펦짌훐ퟮ싺틢뗄럾컱쓜솦ꎻ춬쪱엠퇸뷴쏜뷡뫏릫쮾닺욷릤틕ꆢ닺쓜ꆢ짺닺볆뮮뫍돉놾쒿뇪뗄뺧풲볓릤췢냼맜샭쓜솦ꆣ (8) 틔랴삡뿘훆뗄랽쪽살뿘훆쪵쪩랢햹햽싔맽돌ꆣ듓풴뫍ퟩ횯쓜솦랽쏦룸돶탂햽싔쪵 85
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 쪩뗄튪쟳ꎬ듓닆컱ꆢ컄뮯릵춨뗈랽쏦룸돶쪵쪩맽돌뿘훆뗄뿉톡랽램ꎬ늢룸돶ퟛ뫏움맀햽싔쪵쪩뗄욽뫢볇럖뾨뿲볜뷡릹ꆣ 뻖쿞탔 랢햹햽싔훆뚨랴펳릫쮾뎤웚랢햹쒿뇪ꎬ붫횸틽릫쮾뎯쳘뚨랽쿲랢햹ꎬ뛔릫쮾살쮵쫇샻웷ꆣ퓚듋맽돌ꎬ늻떫짨볆틲쯘훚뛠ꎬ뇤뮯럗랱ꎬ룼탨튪폐횸틽쪵볊닙ퟷ뗄ퟷ폃ꆣ평폚뇊헟샺ꆢ톧쪶뗈쿞훆ꎬ튻쫇햽싔훆뚨쫤죫뗄탅쾢늻릻좫쏦ꆢ쾸훂ꎻ뛾퓲쫇랢뻲쇏뗄짮뛈뿉틔볌탸퓶잿ꎻ죽쫇놾컄퇐뺿돉맻늻릻뻟쳥ꎬ쎻폐뺭맽쪵볹볬퇩ꎬ늻쓜좷뚨퇐뺿뷡맻쫇럱쫊펦캴살뮷뺳뗄뇤뮯ꆣ 폐듽뷸튻늽퇐뺿뗄컊쳢 퓚퇐뺿량쯷냫떼쳥릫쮾랢햹햽싔뗄맽돌ꎬ랢쿖량쯷냫떼쳥릫쮾웳튵컄뮯짏ꎬ폫탎돉샺쪷뷴쏜쿠맘ꎬ뛸룃컄뮯뛔릫쮾뗄랢햹샺돌펰쿬럇뎣듳ꆣ퓚쯹닎뾼뗄컄쿗훐튲랢쿖ꎬ폐킩쳘뇰잿뗷웳튵쇬떼뗄웳튵볒뺫짱뛔햽싔훆뚨뗄펰쿬ꆣ틲듋ꎬ퓚훆뚨랢햹햽싔맽돌훐ꎬ컄뮯틲쯘뇤솿뗄쿠뮥ퟷ폃맘쾵폐듽뇊헟캴살볌탸퇐뺿ꆣ 86
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 닎뾼컄쿗 [1] 싵뿋뛻ꆤ늨쳘훸ꎬ돂킡퓃틫ꎬꆶ뺺헹햽싔ꆷꎬ뮪쿄돶냦짧ꎬ2005쓪 [2] 싵뿋뛻ꆤ늨쳘훸ꎬ돂킡퓃틫ꎬꆶ뺺헹폅쫆ꆷꎬ뮪쿄돶냦짧ꎬ2005쓪 [3] 췵랽뮪ꆢ돂볌쿪ꎬꆶ햽싔맜샭ꆷꎬ짏몣붻춨듳톧돶냦짧ꎬ2003쓪 [4] 믆떤ꆢ폠펱ꎬꆶ햽싔맜샭(퇐뺿힢볇ꆤ낸샽)ꆷꎬ쟥뮪듳톧돶냦짧ꎬ2005쓪 [5] 킡낢즪ꆤAꆤ쳀웕즭ꆢAꆤJꆤ쮹쳘샯뿋삼죽쫀훸ꎬ뛎쪢뮪ꆢ췵훇믛ꆢ폚럯쾼틫ꆶꎬ햽싔맜샭ꆷꎬ훐맺닆헾뺭볃돶냦짧ꎬ2005쓪 [6] 닜풨럥ꎬꆶ짏몣좼쇏웖뚫폐쿞릫쮾랢햹햽싔퇐뺿ꆷꎬ쮶쪿톧캻싛컄ꎬ2007쓪 [7] 럆샻웕ꆤ뿆쳘샕ꆢ뾭컄ꆤ삳뛷ꆤ뾭샕훸ꎬ쎷쟥뫀틫ꎬ얷퇴쏷킣ꆶꎬ펪쿺맜샭ꆷꎬ쫀볍돶냦벯췅ꆢ짏몣죋쏱돶냦짧ꎬ2006쓪 [8] 벾붨뮪ꎬꆶ퓋펪맜샭ꆷꎬ짏몣붻춨듳톧돶냦짧ꎬ2004쓪 [9] 쳆쓉뗂ꆤ컖쳘쮹훸ꎬ헅횾잿ꆢ쏷퓆ꆢ췵뒺쿣틫ꎬꆶ맜샭뿆톧쪵컱뷌돌ꆷꎬ뮪쿄돶냦짧ꎬ2000쓪 [10] 쇎좪컄ꎬꆶ죋솦풴맜샭ꆷꎬ룟뗈뷌폽돶냦짧ꎬ2003쓪 [11] 쮹뗙럒ꆤAꆤ싞쮹ꆢ싗뗀럲ꆤWꆤ췾쮹쳘럆뛻뗂ꎬ뷜뢥샻ꆤFꆤ뷜뢻훸ꎬ컢쫀얩ꆢ짲틕럥ꆢ췵횾잿뗈틫ꎬꆶ릫쮾샭닆ꆷꎬ믺킵릤튵돶냦짧ꎬ2008쓪 [12] 엁쳘샯뿋ꆤAꆤ룟룹훸ꎬ훬놦쿜ꆢ컢퇇뻽틫ꆶꎬ볦늢ꆢ쫕릺폫릫쮾훘ퟩꆷꎬ믺킵릤튵돶냦짧ꎬ2008쓪 [13] 쮹뗙럒ꆤPꆤ싞뇶쮹ꆢ싪샶ꆤ뿢쳘뛻훸ꎬ쯯붡쏴ꆢ믆컀캰ꆢ췵럯뇲ꆢ붹쫥뇳ꆢ퇮뻼틫ꎬꆶ맜샭톧ꆷ훐맺죋쏱듳톧돶냦짧ꎬ2004쓪 [14] 뷰틔믛ꎬꆶ맽돌뿘훆ꆷꎬ쟥뮪듳톧돶냦짧ꎬ1993쓪 [15] 삭놴ꆢ잮뗂삭뾨즽ꆢ쓡뿆샻웦ꎬꆶ쫽ퟖ벯돉뗧슷ꎺ짨볆춸쫓ꆷꎬ쟥뮪듳톧돶냦짧ꎬ2004쓪 [16] Wayne McPheeꆢDavid WheelerꎬꆶMaking the case for the added-value chainꆷꎬꆶSTRATEGY & LEADERSHIPꆷVOL. 34 NO. 4 2006ꎬEmerald Group Publishing Limited [17] Michael E. PorterꎬꆶWhat is Strategy?ꆷꎬꆶHarvard Business ReviewꆷNoverber-December 1996ꎬP61 [18] Raymond J. TrottaꎬꆶTranslating Strategy into Shareholder Value: A Company-Wide Approach to Value CreationꆷꎬAMACOMꎬ2003 [19] 뇠벭늿ꎬꆶ2008쓪뗧ퟓ냫떼쳥쫐뎡퓚쳴햽훐랢햹ꆷꎬꆶ뗧ퟓ짨볆펦폃ꆷ2007쓪12웚 [20] 쒪듳뾵ꎬꆶ냫떼쳥릤튵훜웚탔쪢쮥쟷뮺ꆷꎬꆶ훐맺벯돉뗧슷ꆷ2007쓪2웚 [21] 량쯷냫떼쳥릫쮾ꎬ췸햾탅쾢ꎬ [22] 죽탇뗧ퟓ릫쮾ꎬ췸햾탅쾢ꎬ [23] 뫣틤냫떼쳥릫쮾ꎬ췸햾탅쾢ꎬ [24] 쫀뷧냫떼쳥쎳틗춳볆ퟩ횯ꎬ췸햾탅쾢ꎬ [25] iSuppli쫐뎡퇐뺿릫쮾ꎬ퇐뺿놨룦ꎬ [26] 솪뫏맺탂컅늿솪뫏맺췸햾쫂컱뿆ꎬꆶ2006-07쓪쫀뷧뺭볃룅샀ꆤ좫쟲햹췻ꆷꎬ 87
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짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 2. 2007쓪량쯷냫떼쳥릫쮾뫏늢닺뢺햮뇭 89
짏몣붻춨듳톧MBA톧캻싛컄 량쯷냫떼쳥릫쮾랢햹햽싔퇐뺿 3. 2007쓪량쯷냫떼쳥릫쮾뫏늢쿖뷰쇷솿뇭 90
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