์ƒ์„ธ ์ปจํ…์ธ 

๋ณธ๋ฌธ ์ œ๋ชฉ

์„ธ๊ณ„๋ฅผ ๋†“๊ณ  ์‹ธ์šฐ๋Š” ์Šค๋งˆํŠธํฐ/ํ”ผ์ฒ˜ํฐ 2018 2Q ์ ์œ ์œจ... ์ธํฌ๊ทธ๋ž˜ํ”ฝ by Counterpointresearch.com

๋ณธ๋ฌธ

๋ฐ˜์‘ํ˜•

์—ฌ๋Ÿฌ ๊ธฐ์—…์ด ๋›ฐ์–ด๋“ค์–ด ๊ฒฝ์Ÿ์ด ์น˜์—ดํ•œ ์‹œ์žฅ์„ ๋ ˆ๋“œ์˜ค์…˜(Red Ocean)์ด๋ผ๊ณ  ํ•˜์ฃ . ์ƒ๋Œ€์ ์œผ๋กœ ๊ฒฝ์Ÿ์ด ๋œํ•œ ์‹œ์žฅ์„ ๋ธ”๋ฃจ์˜ค์…˜(Blue Ocean)์ด๋ผ๊ณ  ํ•˜๊ณ ์š”. ๋งŽ์€ ๊ธฐ์—…๋“ค์ด ์ž์‹ ์ด ํ™œ๋™ํ•˜๋Š” ์˜์—ญ์ด ๋ธ”๋ฃจ์˜ค์…˜์ด๊ณ  ๊ทธ๊ณณ์„ ์ž๊ธฐ๊ฐ€ ๋ฆฌ๋“œํ•˜๊ธฐ ๋ฐ”๋ผ์ง€๋งŒ, ์ปค๋‹ค๋ž€ ์ˆ˜์ต์ด ์˜ค๊ฐ€๋Š” ์‹œ์žฅ์ผ์ˆ˜๋ก ๋ ˆ๋“œ์˜ค์…˜ํ™” ๋˜์–ด ๊ฐ€๋Š”๋ฐ์š”. ์ด๋ฏธ ๋” ์ด์ƒ ์น˜์—ดํ•  ์ˆ˜ ์—†์„ ๊ฒƒ์ฒ˜๋Ÿผ ๊ฒฝ์Ÿ์ด ์น˜์—ดํ•œ ์Šค๋งˆํŠธํฐ๊ณผ ํ”ผ์ฒ˜ํฐ ์‹œ์žฅ์˜ ์ƒํ™ฉ์„ ํ•œ๋ˆˆ์— ํ™•์ธํ•  ์ˆ˜ ์žˆ๋Š” ์ธํฌ๊ทธ๋ž˜ํ”ฝ์ด ์žˆ์–ด ์†Œ๊ฐœํ•ด ๋ด…๋‹ˆ๋‹ค.


2018๋…„ 2๋ถ„๊ธฐ ์ „ ์„ธ๊ณ„ ์Šค๋งˆํŠธํฐ/ํ”ผ์ฒ˜ํฐ ๋ธŒ๋žœ๋“œ ์‹œ์žฅ ์ ์œ ์œจ ์ˆœ์œ„๋Š”...


๋ฆฌ์„œ์น˜ ์—…์ฒด์ธ ์นด์šดํ„ฐํฌ์ธํŠธ(Counterpointreasearch.com)์ด ์ •๋ฆฌํ•œ ์ด ์ธํฌ๊ทธ๋ž˜ํ”ฝ์€ 2018๋…„ 2๋ถ„๊ธฐ ๊ธฐ์ค€์œผ๋กœ ๊ธ€๋กœ๋ฒŒ ์Šค๋งˆํŠธํฐ๊ณผ ํ”ผ์ฒ˜ํฐ ์‹œ์žฅ์˜ ํ˜„ํ™ฉ์„ ๋‹ค๋ฃจ๊ณ  ์žˆ๋Š”๋ฐ์š”. ์ง€์—ญ๋ณ„๋กœ ์ฐจ์ด๋ฅผ ๋ณด์ด๊ธด ํ•˜์ง€๋งŒ, ์ „์ฒด์ ์œผ๋กœ๋Š” ์‚ผ์„ฑ์ „์ž(20%), ํ™”์›จ์ด(15%), ์• ํ”Œ(11%), ์ƒค์˜ค๋ฏธ(9%), ์˜คํฌ(8%), ๋น„๋ณด(7%), LG์ „์ž(3%), ๊ธฐํƒ€(27%) ์ˆœ์œผ๋กœ ์—ญ์‹œ ์ค‘๊ตญ ์—…์ฒด๋“ค์˜ ์„ ๋ฐฉ์ด ๋ˆˆ์— ๋„๋”๊ตฐ์š”. ํŠนํžˆ ์ค‘๊ตญ์„ ํฌํ•จํ•œ ์•„์‹œ์•„์—์„œ๋Š” ์ค‘๊ตญํฐ ๋น„์ค‘์ด ๋” ๋†’๊ณ , ๋ถ๋ฏธ๋กœ ๊ฐ€๋ฉด 3์œ„๋ฅผ ๋‹ฌ๋ฆฌ๋Š” LG์ „์ž๊ฐ€ ๋ˆˆ์— ๋•๋‹ˆ๋‹ค. ์ง€์—ญ๋ณ„๋กœ ๊ฝค ์ˆœ์œ„๊ฐ€ ๋‹ค๋ฅด๋‹ˆ ๊ทธ ์ฐจ์ด๋ฅผ ์ง€์ผœ๋ณด์‹œ๋Š” ๊ฒƒ๋„ ์žฌ๋ฐŒ์„ ๊ฒƒ ๊ฐ™๋„ค์š”.@_@

๋ฐ˜๋ฉด ๊ตญ๋‚ด์—์„œ๋Š” ๊ฑฐ์˜ ์กด์žฌ๊ฐ์ด ์—†์–ด์ง„ ํ”ผ์ฒ˜ํฐ ์‹œ์žฅ์—์„  ๋…ธํ‚ค์•„ ๋ธŒ๋žœ๋“œ๋กœ ์‚ฌ์—…์„ ์ „๊ฐœํ•˜๋Š” HMD(14%)๋‚˜ ์‚ผ์„ฑ์ „์ž(6%)๋ฅผ ์ œ์™ธํ•˜๊ณค ๋‚ฏ์„  ์—…์ฒด๋“ค์ด ์„ ์ „ํ•˜๊ณ  ์žˆ๋”๊ตฐ์š”. ๊ฑฐ๋Œ€ํ•œ ์ธ๋„ ์‹œ์žฅ์—์„œ 1์œ„๋ฅผ ํ•˜๋Š” ์ง€์˜ค๋ฅผ ๋น„๋กฏํ•ด ๊ฐ ์ง€์—ญ์˜ ๋ฆฌ๋”๋“ค์ด ๋†’์€ ์ˆœ์œ„๋ฅผ ์ ํ•˜๊ณ  ์žˆ๋˜๋ฐ... ์Šค๋งˆํŠธํฐ์— ๋น„ํ•ด ์ƒ๋Œ€์ ์œผ๋กœ ๊ด€์‹ฌ์€ ๋ฐ›์ง€ ๋ชปํ•˜๋Š” ๋ถ„์•ผ์ง€๋งŒ, ์•„์ง ์‚ฌ์šฉ์ž๊ฐ€ ์ ์ง€ ์•Š์œผ๋‹ˆ ์กฐ์šฉํžˆ ์ „์Ÿ์„ ์ด์–ด๊ฐ€๊ฒ ์ฃ .@_@

์—ฌ๋Ÿฌ๋ถ„์ด ์‚ฌ์šฉํ•˜์‹œ๋Š” ์Šค๋งˆํŠธํฐ ๋ธŒ๋žœ๋“œ๋Š” ์–ด๋–ค ๊ฑด๊ฐ€์š”? ํ˜น์‹œ ํ”ผ์ฒ˜ํฐ ์“ฐ์‹œ๋‚˜์š”?^^




[๊ด€๋ จ ๋งํฌ: counterpointresearch.com]


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