2009/12/30
(3 )(6~9 ) (6233 )(1514 1513 )(3047 4906 3027 ) (3577 2395 )
1. 5%~15% 50% 10% 2. 3,000 4~5 600~700 3. Cisco Silver Spring
Networks PG&E Silver Spring PG&E IPO
1 2020 2,500 2 3
1. 2. 3. 3577TT 2009 EPS 0.8 2009 EPS 2.1 3047TT 2009 EPS 0.4
2009 EPS 1.4 1514TT 2009 EPS 0.2 2009 EPS 0.5
1002.3(30) 400 4 MCU30~40 () 5 ZigBeeGPRS/3G WiMAX/WiFiGPRS/3G
WiFi WiMAX
TEL02- 8770- 6078 [email protected]
1 15
2007 62.8 21% 60.1 387ppm 21 CO2 20% IPPC() 2009 CO2
700~1000PPM 1~4 C 43 230 62 62 12/7~12/18 2030 42% 2020 GDP
40%~45% 2020 20%~25% 1990 2020 20%~25% 2,500 2020 2,500 2005 2020
17%
1: 10
( ) 62.8 60.1 16.7 14.0 12.6
() 6.4 5.9 5.6 5.2 4.9
2 15
5%~15% 50% 10%()()
2:
MIC2009
3: ()()
() ()
(SCADA)
(AM2 )
SmartGrid
2009
3 15
110 AMI(Automatic Meter Infrastructure) Smart Grid() 2012 180
1997 EchoNet Enel 2001 Telegestore 3,000 21 EDF 2012~2017 3,500
2010 3~9 AMI 100 2.3 ( 30 ) 1,200 400 3,000 30 3,000 4,000 Smart
Grid IBMSiemensGoogleGEIntel
4~5 600~700 4 ( 97~98 ) ( 600 ) 300 300 97/5/21 97 () 30% (
99~100 ) () 23000 ( 58%) 100 ( 100 )
4 15
Silver Spring Networks 4 GoogleGEIntel CiscoIBMMicrosoft Cisco
Silver Spring Networks PG&E Silver Spring PG&E IPO
5
IEEE P2030 IEEE802.15.4g IETF NISTEPRI
Mesh Routing
NISTEPRI 2009
GoogleGE Silver Spring Networks Cisco Systems
2009
MIC2009 7
5 15
MCU IC IC 30~40 PLC RF ZigBee 30~40 GPRS/GSM/WiFi ( ) 6
GPRS/ GSM CCU Meter I/F Smart Grid
Comm Servers
MDMS
Meeting Data Management System
PLC/ RF
AMI 40% AMI MIC AMI 40% 60% AMI
6 15
7AMI
AMI
MIC
7 15
Wi-Fi ZigBee 30 GPRS/3G WiMAX/WiFi GPRS/3G WiFi WiMAX
PLC PLC(Power Line Communication)ADSL Cable PLC PLC PLC PLC
10~450KHz PLC 2~30MHz
PLC HPA UPA HPA HomePlug AMI IntellonUPA OPERA DS2 8PLC
IntellonIntel SHARPMoto rola 75 DS2EDVE0 CPL PPC FujitsuHitachi 60
Corin exDS2 Tosh iba26 Am bient DS 2 IBM 54 D-Lin kS martLabs 70
Echelon Tosh iba Cypre ss Intellon Enikia arkados DS2 Pan ason ic
DS2 DS2S PiDCOM Sm artLabs Cyp ress Echelon Motorola Toshiba Hom
ePlug Hom ePlug Hom ePlug Hom ePlug Hd-p lc 1.0 AV BPL CC Date Rate
(PHY) 14/85/200 Mb ps 210M bp s 200M bp s 190M bp s 200M bp s
200/224 Mbps 2,880bp s
PLC
HPA HD-PL C O PERA PL C-J UPA UPLC Insteo n
OPERA Phase 1 Phase 2 HD-PLC UPA DHS 1.0 DS2 Inste on
LonW orks
LonT alk
78kbps
MIC
8 15
PLC PLC 1) BPL-DS22) -Intellon3)-InsteonEchelonEchelon ENEL PLC
PLC 2~30MHz PLC PLC PLC Wi-Fi HPA PLC 1)2) ZigBee
HomePlug AV 1.0 UPA DHS 1.0 Z-waveIEEE 802.15.43)
92004~2009 HomePlug Million units 25 20 15 10 5 0 Shipment Vol.
Growth Rate Growth 250% 200% 150% 100% 50% 0%
2004 1
2005 3 200%
2006 6 100%
2007 11 85%
2008 15 36%
2009 20 33%
MIC
ZigBee ZigBee ZigBee IEEE 802.15.4 ZigBee 802.15.4 Mesh )
868MHz( ) 2.4GHz 250Kbps 915MHz 40Kbps868MHz 20Kbps 10~75
ZigBee 2.4GHz()902~928MHz(
9 15
10ZigBee
Zigbee(FFD) Zigbee(FFD) Zigbee(RFDFFD) Mesh
Moto
11ZigBee RF IC 8 RFRX /RF TX /RF RX
8 ZigBee 15:4 MAC
SPI/
TX
Moto
ZigBee ZigBee ( 40A)( 1mA) /( 35mA)ZigBee 6 2 Wi-Fi 1 ZigBee
ZigBee 128Bit AES Mesh Wi-Fi 4~10 2~3 ZigBee 3~4 ZigBee 16bit
ZigBee 6.5
12
Wi-Fi
IEEE 802.11 802.15.1
ASP
ZigBee 802.15.4
11n300Mbps11b/g 2.4/5GHz 100 100Mbps 10~100 BT 2.03MbpsBT
3.024Mbps 2.4GHz 128 Bit 2.4GHz/915MHz/86 8MHz 10~75 20~250Kbps
AES
1~3 4~10 USB 1 2~3 6~2 3~4
10 15
(3047 TT) ODM OBM 30% 09 ODM 60%OBM 30%~40%
2010 2010 Getnet TP-Link Wi-Fi IP-CAMWi-Fi LCD TV 10 5~6
16% 1)2) 50% 11 1,800 6.9 EPS 0.32 2010 1) 251% 1.5 EPS 1.43
14%
2)3) 30% 31.8
(3027 TT) PLC 60%~70% 30%~35% DVD Player STB XDSL CPE PLC3G
Router 2010 1 1 Intellon PLC Wireless PLC 2010 20% EPS 0.34 2009
23% 14.8 1 1 EPS 1 2010 20% 34%2010 PLC 20% 17.7 0.7 19% 34% 1.3
EPS 1.35 2009 23% 7
11 15
(4906 TT) 4.7% 1 2010 20 20 0.5 9.6 0.3% 4.7% 2010 WiMAXIP-STB
16%2010 Gateway AP/Router 3)WiMAX WiMAX 4) TV IP-STB 5)6)Femtocell
AT&T7)Smart Grid SPX 1)11n 11g 11n 11g2)
520 20 09 10 47% EPS 3.5 09 18% 44%EPS 2.4
2010 2% 16% 205 47% 9.6 EPS 3.5
38% 47% 0.5 13.3% 2010
(1514 TT) 30% SCADA 2011 15 SCADA 20~30 20% 1) 2) CCU 3) 2009
2010 0.2 2010 17% SCADA 138% 1 EPS 0.47 4% 32.3 0.4 EPS
2011 SCADA
12 15
(6233 TT) (Smart I/O) USB IEEE1394 IC (SOC) Camera 2009 50% 30%
20% 11% MCU( / ) ADC( ) DSP( ) 2009 2010 7% 5.1 0.1 EPS 0.14 0.1
EPS -0.12 2010 5% (MPEG-4/JPEG/MP3)(GPS) IP
(3577 TT) PAC ( 17%)PAC ( IPC PLC CP() 2395 1) 2)3) I/O 10% 51%
26%EPS 0.44 57%EPS 0.84 2009 24% 57% EPS 0.84 35%) I/O ( 43%)PAC
IPC PLC PAC
2009 24%
2010 30% 08 150% EPS 2.1 2010 PAC 50% 35% 40% PAC PAC
1.5 150%EPS 2.1
13 15
(6227 TT) TI Zigbee IC Altera (FPGA) Altera 50%~60% Micrel IC
30% USB 10% (CPLD) FPGA TI Zigbee TI ZigBee TI Zigbee CATCAN 2009
13% EPS 1 EPS 0.33 2009 13% 21.7 0.8 9% 0.8 EPS 1 2010 08 49% EPS
1.5 2010 Zigbee module Zigbee USB dongle 2
08 1)2) ZigBee 49% 1.1 EPS 1.5
(2395 TT) 2009 19% 12% 20% 18% 15% 16% 2008 SI 25% SI 2010 EPS
3.99 2010 EPS 3.99 -16% 2008
14 15
132009 6233 1514 3047 3027 4906 6282 YoY -4.2% -7.7% -11.2%
-30.7% -16.8% -5.7% -28.1% -16.2% YoY -14% 559% -87% 37% -54% 17%
-70% -35% EPS -0.08 0.12 0.09 0.68 1.76 1.53 0.40 2.58 EPS() 2009
-0.12 0.20 0.40 1.00 2.37 2.05 0.84 3.50 2010 0.14 0.47 1.43 1.35
3.48 2.50 2.10 4.00 () 2009 -395.0 72.5 61.3 27.9 0.0 13.7 64.5
20.4 2009 2010 338.6 30.9 17.1 20.6 0.0 11.2 25.8 17.9 14.9 12.1
11.1 16.1 28.3 13.8 14.4 24.4 3.2 1.2 2.2 1.7 0.0 2.0 3.8 2.9
