Contents
I. Korean handset shares to display differentiated performance thanks to improved
competitiveness ................................................................................................................3
1. Handset industry..............................................................................................................3
2. Handset components industry.........................................................................................5
3. LED industry ....................................................................................................................6
II. Investment strategy.......................................................................................................7
Top Picks: LGE, SEMCO, LG Innotek, Seoul Semiconductor, and KH Vatec ...................7
III. Global peer group tables..............................................................................................8
LG Electronics (066570 KS)............................................................................................12
SEMCO (009150 KS)......................................................................................................16
Samsung Techwin (012450 KS)......................................................................................19
LG Innotek (011070 KS)..................................................................................................22
Seoul Semiconductor (046890 KQ) ................................................................................25
KH Vatec (060720 KQ)....................................................................................................28
Partron (052710 KQ).......................................................................................................31
P&Tel (054340 KQ) .........................................................................................................34
Intops (049070 KQ).........................................................................................................37
Telechips (054450 KQ) ...................................................................................................40
Amotech (054450 KQ) ....................................................................................................43
Samsung Imaging (108070 KS)......................................................................................46
Mtek Vision (074000 KQ) ................................................................................................49
Corelogic (048870 KQ) ...................................................................................................52
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