Slide 1: 2023.3Q SK주식회사 첨단소재사업 Earnings Briefing
2023.3Q SK주식회사 첨단소재사업 Earnings Briefing November 2023
Slide 2: Disclaimer
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Slide 3: Introduction
Introduction 2028.20 aayncad nacre High Computing 2] 42 3! H7|A} Stato] Megatrend J|#t, SAt7| DAO] oArs|E HEE A ANAH, HHEV2|AAH, EV SCM 374 SY Sal SAL Cs SK Inc. # ACLATHALE SK 4 SK m9 &H SKA! % 3 Solid Energy ch Was Inc, HE|2/42 cic (SiWa er) "ee ABHEA|) (EVSa nN (Li Metal $3) (S4) 100% SKAMPSE| (S
Slide 4: Financial Highlights
Financial Highlights 2023.3 Advanced Materials We Earnings Brieting SK Inc. rE A|/ClA SAO] Gt 3] + QE|2|AA% CIC + SKAES e019 + GEeISA% CIC + SKYES EBITDA + GEe|AA CIC + SKYES A409} & A/ AO UPS To AAS MA S| CHH| OSH 26%, EBITDA 41% BA 2Q23 QoQ 3Q22 YoY 756 794 A5% 1,026 A26% 288 302 A5% 396 A27% 469
Slide 5: 3Q23 Results: Semiconductor Materials
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Slide 6: 3Q23 Results: SiC Wafer
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Slide 7: Growth plan: SiC modules and advanced packaging
- EV用 SiC 모듈 시장 규모*: ’22년 $0.2B → ’30년 $8.3B (CAGR +51%) - Advanced PKG 시장 규모 : '22년 $31B → ＇27년 $52B (CAGR +11%) * Source : Omdia Automotive 및 자체 추정 - 주요 내용 : 아시아 EV Tier 1 고객사 및 신재생에너지 고객사向 SiC 모듈의 - Flux, 국내 반도체 고객向 Qual. 완료 後 공급 개시 (‘23.3Q) 공동 개발 및 공급 협력 - 고객사와 제품 공동 개발, 기술 Co.와의 JV/ M&A 등을 통해 핵
Slide 8: THANK YOU
THANK YOU 2023.3Q SK#AS|At AotAAALS Earnings Briefing SK Inc.