2010年4月韩国移动互联网与智能电话行业研究报告

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【出版时间及名称】：2010年4月韩国移动互联网与智能电话行业研究报告
        【作者】：DAEWOO证券
        【文件格式】：pdf
        【页数】：77
        【目录或简介】：
I. Investment summary......................................................................................................2
II. Telecom service: Mobile internet...................................................................................4
1. Outlook for mobile internet appears bright ......................................................................4
2. Mobile internet devices....................................................................................................7
3. Mobile internet OS.........................................................................................................14
4. Mobile internet content platform ....................................................................................20
5. KT: The biggest beneficiary of rapid spread of mobile internet.....................................25
III. Content industry.........................................................................................................27
1. Mobile game market ......................................................................................................29
2. Music market .................................................................................................................31
Samsung Electronics (005930 KS) .................................................................................55
LG Display (034220 KS) .................................................................................................57
Samsung SDI (006400 KS).............................................................................................59
SEMCO (009150 KS)......................................................................................................61
LG Innotek (011070 KS)..................................................................................................64
Partron (091700 KQ).......................................................................................................68
KH Vatec (060720 KQ)....................................................................................................72
ELK (094190 KQ)............................................................................................................76
Melfas (096640 KS) ........................................................................................................80
Digitech Systems (091690 KQ).......................................................................................83
Isupetasys (007660 KS)..................................................................................................87
KT (030200 KS) ..............................................................................................................89
SK Telecom (017670 KS)................................................................................................91
Gamevil (063080 KQ) .....................................................................................................93
Com2us (078340 KQ) .....................................................................................................95

I. Investment summary
1. Mobile internet to drive hardware, telecom services, and content
The emergence of smartphone is accelerating the growth of mobile internet, which will usher in
an era where application developers and content providers will gain direct access to consumers,
allowing the industry to flourish. Hardware makers (including telecom equipment, smartphones,
and related parts) and telecom service providers will also benefit as the industry expands
infrastructure investment to service the growing demand.
KoreaÊs mobile internet should experience faster growth than fixed-line internet. The rapid
expansion of Wi-Fi, 3G and 4G networks will pave the way for the development of content
available via mobile web or application. Among Korean telecoms, we believe KT is best positioned
to benefit from the growth of the mobile internet market.
2. Smartphone business to grow
In response to the growing popularity of smartphones, Korean handset makers are scheduled to
roll out a host of smartphone models in 2H10 based on various open-source operating systems
(OS). As such, we expect handset makers to register strong sales in 2H.
3. Our top picks
We believe KT (030200 KS) is best positioned to benefit from the growth of the mobile internet
market, in light of its successful launch of iPhone in Korea. Among hardware makers, we like
beneficiaries of smartphone growth, including Samsung Electronics (005930 KS), LG Display
(034220 KS), SEMCO (009150 KS), Partron (091700 KS), ELK (094190 KS), and Uju Electronics
(065680 KQ). We also find notable, Isupetasys (007660 KS/Not Rated), as the company is likely to
benefit from the expansion of telecom infrastructure.
The growth of mobile internet will usher in a wave of opportunities for entertainment business. As
mobile internet enables users to access to online content from virtually anywhere, online games
will no longer be confined to PC cafes. Among content providers, we like Com2us (078340 KS)
and Gamevil (063080 KS). We also find notable, SM Entertainment (041510 KQ/Not Rated).

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关键词：行业研究报告 移动互联网 移动互联 研究报告 行业研究 研究报告 行业 智能 互联网 韩国

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