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IR Presentation
Next Generation Networking Innovator
May 2017
๋ณธ ์ž๋ฃŒ์— ๊ธฐ์ˆ ๋˜์–ด ์žˆ๋Š” ใˆœ์œ ๋น„์ฟผ์Šค(์ดํ•˜ โ€œํšŒ์‚ฌโ€)์˜ ์žฌ๋ฌด์ •๋ณด์™€ ๊ฒฝ์˜์‹ค์ , ์‚ฌ์—…ํ˜„ํ™ฉ ๋“ฑ์€
2017๋…„ 1๋ถ„๊ธฐ ๊ฒฐ์‚ฐ ๊ธฐ์ค€์˜ ๋‚ด์šฉ์œผ๋กœ ํ•œ๊ตญ์ฑ„ํƒ๊ตญ์ œํšŒ๊ณ„๊ธฐ์ค€์— ๋”ฐ๋ผ ์ž‘์„ฑ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.
๋ณธ ์ž๋ฃŒ๋Š” ๋ฏธ๋ž˜์˜ ๋ถˆํ™•์‹ค์„ฑ ๋ฐ ํŠน์ • ์œ„ํ—˜ ์š”์ธ์— ๋”ฐ๋ผ ๋ณ€๊ฒฝ๋  ์ˆ˜ ์žˆ๋Š” ์˜ˆ์ธก์ •๋ณด๋ฅผ ํฌํ•จํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
์ด๋Š” ๊ตญ๋‚ด์™ธ ๊ฒฝ์ œ์™€ ๊ทธ์— ๋”ฐ๋ฅธ ํŠธ๋ Œ๋“œ, ์‹œ์žฅ ๋ณ€ํ™”์— ๋Œ€ํ•œ ์ถ”์ •์— ๊ธฐ์ธํ•˜์—ฌ ์ง€ํ‘œ๋“ค์— ๋ฐ˜์˜๋˜์–ด ์žˆ์œผ๋ฉฐ,
์ด๋Ÿฌํ•œ ๋ถˆํ™•์‹ค์„ฑ์œผ๋กœ ์•ผ๊ธฐ๋˜๋Š” ๊ฒฐ๊ณผ๋Š” ํšŒ์‚ฌ์˜ ์ „๋ง๊ณผ ๋‹ค๋ฅด๊ฒŒ ๋‚˜ํƒ€๋‚  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
๋ณธ ์ž๋ฃŒ์—์„œ ์–ธ๊ธ‰ํ•œ ์ฃผ์š” ์‚ฌํ•ญ๋“ค์€ ์–ด๋– ํ•œ ๊ฒฝ์šฐ์—๋„ ํˆฌ์ž์ž์˜ ํˆฌ์ž๊ฒฐ๊ณผ์— ํšจ๊ณผ๋ฅผ ๋ฏธ์น˜์ง€ ๋ชปํ•˜๋ฏ€๋กœ
๋ฒ•์  ์ฑ…์ž„ ์†Œ์žฌ์˜ ์ž…์ฆ ์ž๋ฃŒ๋กœ์„œ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
๋ณธ ์ž๋ฃŒ๋Š” ๊ณต์‹œ ์œ„๋ฐ˜์— ํ•ด๋‹น๋˜๋Š” ์ •๋ณด์˜ ๊ธฐ์žฌ๋Š” ์—†์œผ๋ฉฐ, ์ฝ”์Šค๋‹ฅ ๊ณต์‹œ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
๊ธฐํƒ€ ์‚ฌ์—…์˜ ๋‚ด์šฉ์— ๊ด€ํ•œ ์ž์„ธํ•œ ์ •๋ณด๋Š” ํšŒ์‚ฌ์˜ ์‚ฌ์—…๋ณด๊ณ ์„œ๋ฅผ ์ฐธ๊ณ ํ•˜์—ฌ ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค.
Disclaimer
Contents ํšŒ์‚ฌ ๊ฐœ์š”
ํšŒ์‚ฌ ๋ถ„ํ• 
์‚ฌ์—…์ถ”์ง„๊ณ„ํš
Appendix
๋ถ„ํ• ์˜ ๋‚ด์šฉ
๋ถ„ํ• ์˜ ๋ฐฐ๊ฒฝ ๋ฐ ๋ชฉ์ 
๋ถ„ํ• ์ „ํ›„ ๊ณ„์—ดํšŒ์‚ฌ ํ˜„ํ™ฉ
์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์ 
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜
Vision ๋ฐ ์‚ฌ์—…์ „๋žต
์ œํ’ˆ ๋ฐ ์‚ฌ์—…์˜์—ญ
์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ
ํšŒ์‚ฌ์†Œ๊ฐœ
์ฃผ์ฃผํ˜„ํ™ฉ
๋ฐฐ๋‹นํ˜„ํ™ฉ
์กฐ์ง๊ตฌ์„ฑ
ํšŒ์‚ฌ์—ฐํ˜
1
(๋„คํŠธ์›Œํฌ์‚ฌ์—…)
Contents
ํšŒ์‚ฌ ๊ฐœ์š” ํšŒ์‚ฌ์†Œ๊ฐœ
์ฃผ์ฃผํ˜„ํ™ฉ
๋ฐฐ๋‹นํ˜„ํ™ฉ
์กฐ์ง๊ตฌ์„ฑ
ํšŒ์‚ฌ์—ฐํ˜
2
ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ํšŒ์‚ฌ์†Œ๊ฐœ
3
โ–ฃ ์ฃผ์š”์ฃผ์ฃผ ํ˜„ํ™ฉ (2017๋…„ ๋ถ„ํ• ๊ธฐ์ผ ๊ธฐ์ค€)
์ฃผ์ฃผ๋ช… ์ฃผ์‹์ˆ˜ ์ง€๋ถ„์œจ
์ด์ƒ๊ทผ(์œ ๋น„์ฟผ์Šคํ™€๋”ฉ์Šค ๋Œ€ํ‘œ์ด์‚ฌ) 1,338,502 26.12%
ํŠน์ˆ˜๊ด€๊ณ„์ธ 783,908 15.30%
ใˆœ์œ ๋น„์ฟผ์Šค (์ž์‚ฌ์ฃผ) 2,204 0.04%
๊ตญ๋ฏผ์—ฐ๊ธˆ 102,461 2.00%
MORGAN STANLEY 93,102 1.82%
ENSIGN PEAK ADVISORS 53,197 1.04%
๊ธฐํƒ€ 2,750,581 53.68%
๋ฐœํ–‰์ฃผ์‹์ด์ˆ˜ 5,123,955 100.00%
ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ์ฃผ์ฃผํ˜„ํ™ฉ
์ตœ๋Œ€์ฃผ์ฃผ ๋ฐ
ํŠน์ˆ˜๊ด€๊ณ„์ธ
41.42%
์ž๊ธฐ์ฃผ์‹
0.04%
ํˆฌ์ž์‹ ํƒ(๊ธˆ์œต)
6.45%
์ผ๋ฐ˜๋ฒ•์ธ
0.54%
์™ธ๊ตญ์ธ
13.24%
์ฆ๊ถŒ๊ธˆ์œต
0.47%
๊ธฐํƒ€์†Œ์•ก์ฃผ์ฃผ
35.80%
4
โ–ถ ์ƒ์žฅ ์ดํ›„ ๊พธ์ค€ํžˆ ์˜์—…์ด์ต์„ ๋‹ฌ์„ฑํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฃผ์ฃผํ™˜์›์ •์ฑ…์œผ๋กœ ๋ฐฐ๋‹น์„ ์‹คํ˜„ ์ค‘
โ–ถ ํ˜„๊ธˆ๋ฐฐ๋‹น์„ฑํ–ฅ์„ ์œ ์ง€ํ•˜๋Š” ๋ฐฐ๋‹น์ •์ฑ… ์‹คํ–‰ ์ค‘
โ–ถ ๊ธฐ์—…์ง‘๋‹จ์˜ ์ง€์ฃผํšŒ์‚ฌ์ฒด์ œ ์ „ํ™˜์— ๋”ฐ๋ฅธ ๋ฐฐ๋‹น์ •์ฑ… ๋ณ€๋™๊ฐ€๋Šฅ์„ฑ ์กด์žฌ
ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ๋ฐฐ๋‹นํ˜„ํ™ฉ
๊ตฌ๋ถ„ 2012๋…„ 2013๋…„ 2014๋…„ 2015๋…„ 2016๋…„
์ฃผ๋‹น์•ก๋ฉด๊ฐ€์•ก
(์›)
500 500 500 500 500
์—ฐ๊ฒฐ๋‹น๊ธฐ์ˆœ์ด์ต
(๋ฐฑ๋งŒ์›)
15,106 21,022 21,466 29,510 23,925
์ฃผ๋‹น์ˆœ์ด์ต
(์›)
787 1,095 1,118 1,537 1,261
์ฃผ๋‹นํ˜„๊ธˆ๋ฐฐ๋‹น๊ธˆ
(์›)
100 120 200 300 250
ํ˜„๊ธˆ๋ฐฐ๋‹น๊ธˆ์ด์•ก
(๋ฐฑ๋งŒ์›)
1,920 2,304 3,840 5,760 4,673
ํ˜„๊ธˆ๋ฐฐ๋‹น์„ฑํ–ฅ
(%)
12.7 11.0 17.9 19.5 19.8
์‹œ๊ฐ€๋ฐฐ๋‹น๋ฅ 
(%)
2.1 1.6 2.3 2.5 2.3
5
ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ์กฐ์ง๊ตฌ์„ฑ
R&D 46%
Sales 12%
Production Center 20%
Management 9%
CS 13%
10% ์ด์ƒ์˜ R&D ํˆฌ์ž
2016๋…„ ๋งค์ถœ์•ก์˜ 10% ์ด์ƒ์˜ R&D ํˆฌ์ž
์‹ ๊ธฐ์ˆ  ๊ฐœ๋ฐœ ์ ๊ทน ํˆฌ์ž
R&D ์ค‘์‹ฌ์˜ ์ธ๋ ฅ ๊ตฌ์กฐ
46% ์ด์ƒ์˜ R&D ์ธ๋ ฅ ๋ณด์œ 
๋„คํŠธ์›Œํฌ ๋ถ„์•ผ ์ตœ๊ณ  ์ „๋ฌธ์ธ๋ ฅ ๊ตฌ์„ฑ
CEO
๊ตญ๋‚ด์‚ฌ์—…๋‹ด๋‹น
์‚ฌ์—…1๋‹ด๋‹น
์‚ฌ์—…2๋‹ด๋‹น
์‚ฌ์—…3๋‹ด๋‹น
ENT์‚ฌ์—…
ํ•ด์™ธ์‚ฌ์—…๋‹ด๋‹น
์—ฐ๊ตฌ์†Œ
ํ•ด์™ธ์‚ฌ์—…๊ด€๋ฆฌ
SW1๊ทธ๋ฃน
SW2๊ทธ๋ฃน
SW3๊ทธ๋ฃน
HW ๊ทธ๋ฃน
HW1ํŒ€
HW2ํŒ€
HW3ํŒ€
์ƒ์‚ฐํ’ˆ์งˆ๋‹ด๋‹น
์ƒ์‚ฐ๊ด€๋ฆฌํŒ€
์ƒ์‚ฐ๊ธฐ์ˆ ํŒ€
ํ’ˆ์งˆ๊ด€๋ฆฌํŒ€
RMAํŒ€
์žฌ๋ฌด๊ธฐํšํŒ€
์ธ์‚ฌ์ด๋ฌดํŒ€
๊ตฌ๋งคํŒ€
ํ•ด์™ธ์‚ฌ์—…๋ณธ๋ถ€๊ตญ๋‚ด์‚ฌ์—…๋ณธ๋ถ€
๊ฒ€์ฆํŒ€
SW ๊ทธ๋ฃน
๊ด€๋ฆฌ๋ณธ๋ถ€
๊ณ ๊ฐ์ง€์›๋‹ด๋‹น
์‚ฌ์—…๊ธฐํš๋‹ด๋‹น
๊ธฐ์ˆ ์ง€์›๋‹ด๋‹น
EMSํŒ€
์—ฐ๊ตฌ์ง€์›ํŒ€
๋Œ€ํ‘œ์ด์‚ฌ
ํ’ˆ์งˆ๋ณด์ฆ๋‹ด๋‹น
ํ˜์‹ ์‹ค
6
ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ํšŒ์‚ฌ์—ฐํ˜
์„ค๋ฆฝ๊ธฐ(2000~2004) ์„ฑ์žฅ๊ธฐ(2005~2009) ๋„์•ฝ๊ธฐ(2010~ํ˜„์žฌ)
- ํšŒ์‚ฌ์„ค๋ฆฝ(ํ”„๋ฆฌ๋ฏธ์–ด ๋„คํŠธ์›์Šค)
- IMT-2000 ๊ธฐ์ˆ ํ˜‘๋ ฅ ์ปจ์†Œ์‹œ์—„
- ์ƒํ˜ธ๋ณ€๊ฒฝ ใˆœ๋กœ์ปค์Šค๋„คํŠธ์›์Šค
- ๊ธฐ์—…๋ถ€์„ค ๊ธฐ์ˆ ์—ฐ๊ตฌ์†Œ ์„ค๋ฆฝ
- ๋งคํŠธ๋กœ ์ด๋”๋„ท ์Šค์œ„์น˜ ๊ตญ๋‚ด
์ž์ฒด๊ฐœ๋ฐœ ์„ฑ๊ณต
- KTF VASS ์‹œ์Šคํ…œ ๊ฐœ๋ฐœ
- ์ฒ ๋„์ฒญ ์ด๋”๋„ท ์Šค์œ„์น˜ ๊ณต๊ธ‰
- ์กฐ๋‹ฌ์ฒญ ์ด๋”๋„ท ์Šค์œ„์น˜ ๊ณต๊ธ‰
- ์ค‘๊ตญ WINS 7WAVE ๊ณต๊ธ‰์ฒด๊ฒฐ
- TL9000 ์ธ์ฆ ํš๋“
- IP-VDSL 50M ๊ฐœ๋ฐœ์™„๋ฃŒ
- KTF E1-IP system ๊ณต๊ธ‰๊ณ„์•ฝ
- WDM-PON ๊ฐœ๋ฐœ
- ์‚ผ์„ฑ์ „์ž L3 switch ๊ณต๊ธ‰์ฒด๊ฒฐ
- LG๊ฑด์„ค L3 switch ๊ณต๊ธ‰
- ใˆœ์œ ๋น„์ฟผ์Šค๋กœ ์‚ฌ๋ช…๋ณ€๊ฒฝ
- ๋ฌด์ƒ์ฆ์ž (์ฆ์ž ํ›„ ์ž๋ณธ๊ธˆ 23์–ต)
- ํŒŒ์›Œ์ฝค ๊ด‘๋žœ ์‚ฌ์—… L2/L3 ๊ณต๊ธ‰
- KT Metro ์ง‘์„  ์†Œํ˜• QoS ๋‚ฉํ’ˆ
- ํ•˜๋‚˜๋กœํ†ต์‹  ์ด๋ฒจ๋ฆฌ ์ง‘์„  ์Šค์œ„์น˜
(์†Œ, ์ค‘ํ˜•) ๊ณต๊ธ‰
- BEST PARTNER OF THE YEAR 2007
(์—‘์„ธ์Šค๋ถ„์•ผ)
- LGP GE-PON ๊ณ„์•ฝ
- ๋ฌด์—ญํ˜‘ํšŒ ํšŒ์› ๋“ฑ๋ก
- ๋ฌด์ƒ์ฆ์ž (์ฆ์ž ํ›„ ์ž๋ณธ๊ธˆ 46์–ต)
- ์ฝ”์Šค๋‹ฅ ์ƒ์žฅ์‹ฌ์‚ฌ์ฒญ๊ตฌ/ํ†ต๊ณผ
- KT์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ •
- 2009๋…„ ๋งค์ถœ์•ก 1,100์–ต์›
- ์ฝ”์Šค๋‹ฅ ์ƒ์žฅ
- KT ์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ •
- KT์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ •(์—ฐ์† 3๋…„)
- PoE์Šค์œ„์น˜, GES ๊ฐœ๋ฐœ
- LGU+ ๋Œ€์šฉ๋Ÿ‰ ์Šค์œ„์น˜(E7508) ๊ณต๊ธ‰๊ณ„์•ฝ ์ฒด๊ฒฐ
- ๊ธฐ๊ฐ€์ธํ„ฐ๋„ท ์„ ๋„์‹œ๋ฒ”์‚ฌ์—… ํ˜‘์•ฝ์ฒด๊ฒฐ(LG,KT)
- KT ๊ณจ๋“œ ์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ •
- ๋Œ€์šฉ๋Ÿ‰ 10G OLT ๊ฐœ๋ฐœ ์ƒ์šฉํ™”
- ํ•œ๊ตญ์ˆ˜๋ ฅ์›์ž๋ ฅ ๋ง๋ถ„๋ฆฌ ์‚ฌ์—… ์ˆ˜์ฃผ
- ITU ์ „๊ถŒํšŒ์˜ ์œ ์„ ๋ง ๊ตฌ์ถ• (๊ตญ์‚ฐ ์žฅ๋น„ ์ตœ์ดˆ)
- LGU+์™€ ์ƒˆ๋งˆ์„๊ธˆ๊ณ  ์ „์‚ฐ๋ง ๊ณ ๋„ํ™” ์‚ฌ์—… ์ฐธ์—ฌ
(๋‹จ์œ„: ์–ต์›)
- LGU+ 4ํ…Œ๋ผ๊ธ‰ ๋Œ€์šฉ๋Ÿ‰ ์Šค์œ„์น˜(E8013) ๋‚ฉํ’ˆ
- KT์™€ G.hn ๊ธฐ๋ฐ˜ GiGA Wire ์žฅ๋น„ ์ƒ์šฉํ™”
2009๋…„
๋งค์ถœ์•ก
1,113์–ต
2002๋…„
๋งค์ถœ์•ก
184์–ต
2015๋…„
๋งค์ถœ์•ก
1,597์–ต
- ์‚ผ์„ฑ์ „์ž L2/L3์Šค์œ„์น˜ ODM ๋‚ฉํ’ˆ๊ณ„์•ฝ ์ฒด๊ฒฐ
- ์‹ ์„ธ๊ณ„ I&C ์ดํŒ๊ณ„์•ฝ ์ฒด๊ฒฐ
7
Contents
ํšŒ์‚ฌ ๋ถ„ํ•  ๋ถ„ํ• ์˜ ๋‚ด์šฉ
๋ถ„ํ• ์˜ ๋ฐฐ๊ฒฝ ๋ฐ ๋ชฉ์ 
๋ถ„ํ• ์ „ํ›„ ๊ณ„์—ดํšŒ์‚ฌ ํ˜„ํ™ฉ
8
ํšŒ์‚ฌ ๋ถ„ํ•  ๏ฝœ ๋ถ„ํ• ์˜ ๋‚ด์šฉ
์œ ๋น„์ฟผ์Šคํ™€๋”ฉ์Šค (์ƒ์žฅ)
์œ ๋น„์ฟผ์Šค (์ƒ์žฅ)
โˆ™ ์ธ์ ๋ถ„ํ•  ์‹ ์„คํšŒ์‚ฌ
โˆ™ ๋„คํŠธ์›Œํฌ์‚ฌ์—…๋ถ€๋ฌธ ๋‹ด๋‹น
โˆ™ ๊ตญ๋‚ด ๋ฐ ํ•ด์™ธ ๋Œ€์ƒ ๋„คํŠธ์›Œํฌ์žฅ๋น„
๊ฐœ๋ฐœ, ์ƒ์‚ฐ, ํŒ๋งค, ์œ ์ง€๋ณด์ˆ˜
โˆ™ ๊ด€๋ จ ์‹ ๊ทœ์‚ฌ์—… ์ถ”์ง„
์œ ๋น„์ฟผ์Šค์ด์•ค์—  (๋น„์ƒ์žฅ)
โˆ™ ๋ฌผ์ ๋ถ„ํ•  ์‹ ์„คํšŒ์‚ฌ
โˆ™ E&M(Equity&Management)
์‚ฌ์—…๋ถ€๋ฌธ ๋‹ด๋‹น
โˆ™ ์‹ ๊ทœ์‚ฌ์—… ๋ฐ M&A ์ถ”์ง„
โˆ™ ๋ถ„ํ• ๋˜๋Š” ํšŒ์‚ฌ(์กด์†ํšŒ์‚ฌ)
โˆ™ ํˆฌ์ž์‚ฌ์—…๋ถ€๋ฌธ ๋‹ด๋‹น
โˆ™ ์žํšŒ์‚ฌ ๊ด€๋ฆฌ
โˆ™ ์ง€์ฃผ์‚ฌ์—… ์˜์œ„
๋ฌผ์ ๋ถ„ํ• ์ธ์ ๋ถ„ํ• 
๊ฐ ์‚ฌ์—…๋ถ€๋ฌธ์˜ ์ „๋ฌธํ™”๋ฅผ ํ†ตํ•˜์—ฌ ํ•ต์‹ฌ ์‚ฌ์—…์—์˜ ์ง‘์ค‘ํˆฌ์ž
๋…๋ฆฝ์ ์ธ ๊ฒฝ์˜ ๋ฐ ์ฑ…์ž„ ๊ฒฝ์˜ ๊ฐ•ํ™”
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โ–ฃ ๊ธฐ์—…๊ฐ€์น˜ ๋ฐ ์ฃผ์ฃผ๊ฐ€์น˜ ์ œ๊ณ 
โ–ฃ ์ง€๋ฐฐ๊ตฌ์กฐ ๊ฐœ์„ 
1) ์‹ ์„ฑ์žฅ๋™๋ ฅ ํ™•๋ณด๋ฅผ ์œ„ํ•œ M&A ๋ฐ ํˆฌ์ž์‚ฌ์—…์˜ ์ ๊ทน์  ์ถ”์ง„์œผ๋กœ ๊ธฐ์—…๊ฐ€์น˜ ์ œ๊ณ 
2) ์ฃผ๋œ ์˜์—…์ž์‚ฐ(๋„คํŠธ์›Œํฌ)๊ณผ ๋น„์˜์—…์ž์‚ฐ(ํ˜„๊ธˆ์„ฑ)์˜ ๋ถ„๋ฆฌ๋ฅผ ํ†ตํ•œ ์žฌ์ƒ์žฅ์œผ๋กœ ์ฃผ์ฃผ๊ฐ€์น˜ ์ œ๊ณ 
(๋ถ„ํ• ํšŒ์‚ฌ์˜ Valuation ์ƒ์Šน์— ๋”ฐ๋ฅธ ์‹œ์žฅ ์žฌํ‰๊ฐ€๋กœ ํ–ฅํ›„ ๊ธ์ •์ ์ธ ์ฃผ๊ฐ€ ํ๋ฆ„ ๊ธฐ๋Œ€)
3) ๋ฌผ์ ๋ถ„ํ• ๋กœ ํ˜„๋ฌผ์ถœ์ž ์—†์ด๋„ ์ง€์ฃผํšŒ์‚ฌ ์š”๊ฑด ์ถฉ์กฑ์œผ๋กœ ์ง€์ฃผํšŒ์‚ฌ์™€ ์‚ฌ์—…ํšŒ์‚ฌ ๋ชจ๋‘ ์ƒ์žฅ์œ ์ง€
1) ๊ฐ ํ•ด๋‹น์‚ฌ์—…์— ์ง‘์ค‘ํ•˜์—ฌ ์‚ฌ์—…ํŠน์„ฑ์— ๋งž๋Š” ์˜์‚ฌ๊ฒฐ์ •์ด ๊ฐ€๋Šฅํ•œ ์ง€๋ฐฐ๊ตฌ์กฐ ์ฒด์ œ ํ™•๋ฆฝ
2) ๊ฒฝ์˜์ž์›์˜ ํšจ์œจ์  ๋ฐฐ๋ถ„์„ ํ†ตํ•ด ์‚ฌ์—…๊ฒฝ์Ÿ๋ ฅ ๊ฐ•ํ™”, ์„ฑ์žฅ์ž ์žฌ๋ ฅ ํ™•๋ณด, ๊ฒฝ์˜์œ„ํ—˜์˜ ๋ถ„์‚ฐ ์ถ”๊ตฌ
โ–ฃ ์ „๋žต์  ํŒŒํŠธ๋„ˆ์‹ญ ์ถ”์ง„
1) ๊ณผ๊ฑฐ ์ˆ˜๋…„๊ฐ„ ๊ธ€๋กœ๋ฒŒ ๋„คํŠธ์›Œํฌ ๊ด€๋ จ ์—…๊ณ„๋Š” ํšจ์œจํ™”์™€ ๊ฒฝ์Ÿ๋ ฅ ํ™•๋ณด๋ฅผ ์œ„ํ•ด ํ•ฉ์ข…์—ฐํšก ์ค‘
2) ๋ถ„ํ•  ์ „ ์œ ๋น„์ฟผ์Šค๋Š” ์‚ฌ์—…๊ทœ๋ชจ ๋Œ€๋น„ ๊ธˆ์œต์ž์‚ฐ ๊ทœ๋ชจ๊ฐ€ ์ปค์„œ, ๋ถ„ํ• ์ „ ๊ตฌ์กฐ๋กœ๋Š” ์ „๋žต์  ํˆฌ์ž์œ ์น˜,
์ž๋ณธ์ œํœด ๋“ฑ์ด ์–ด๋ ค์šด ์ƒํ™ฉ
3) ๋„คํŠธ์›Œํฌ์‚ฌ์—…์˜ ์žฅ๊ธฐ์  ์„ฑ์žฅ์„ ์œ„ํ•ด ์ž๋ณธ๊ณผ ์—ฐ๊ณ„ํ•œ ์ „๋žต์  ํŒŒํŠธ๋„ˆ์‹ญ ์ถ”์ง„
ํšŒ์‚ฌ ๋ถ„ํ•  ๏ฝœ ๋ถ„ํ• ์˜ ๋ฐฐ๊ฒฝ ๋ฐ ๋ชฉ์ 
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ํšŒ์‚ฌ๋ช… ์‚ฌ์—…๋ถ€๋ฌธ ๋‚ด์šฉ
ใˆœ์œ ๋น„์ฟผ์Šค ํ™€๋”ฉ์Šค ์ง€์ฃผ์‚ฌ์—… ์žํšŒ์‚ฌ ๊ด€๋ฆฌ, ๊ฒฝ์˜์ปจ์„คํŒ…, ์ž„๋Œ€์ˆ˜์ต ๋“ฑ
ใˆœ์œ ๋น„์ฟผ์Šค ๋„คํŠธ์›Œํฌ์‚ฌ์—…
๊ตญ๋‚ด ๋ฐ ํ•ด์™ธ๋ฅผ ๋Œ€์ƒ์œผ๋กœ
๋„คํŠธ์›Œํฌ ์žฅ๋น„์˜ ๊ฐœ๋ฐœ, ์ƒ์‚ฐ, ํŒ๋งค, ์œ ์ง€๋ณด์ˆ˜
ใˆœ์œ ๋น„์ฟผ์Šค ์ด์•ค์—  E&M์‚ฌ์—… ์‹ ๊ทœ์‚ฌ์—… ๋ฐ M&A
ใˆœ์œ ๋น„์ฟผ์Šค ์ธ๋ฒ ์ŠคํŠธ๋จผํŠธ ์‹ ๊ธฐ์ˆ ๊ธˆ์œต์—…
๊ธฐ๊ด€ํˆฌ์ž์ž ์—…๋ฌด ์˜์œ„
(ํˆฌ์ž์กฐํ•ฉ ๊ฒฐ์„ฑ ๋ฐ ์‚ฌ๋ชจํŽ€๋“œ ์šด์˜ ๋“ฑ)
Ubiquoss USA, LLC Technical Support ๋ฏธ๊ตญ์‚ฌ์—…์— ๋Œ€ํ•œ ๊ธฐ์ˆ ์ง€์›
๋ถ„ํ•  ํ›„
11.83%
ํšŒ์‚ฌ ๋ถ„ํ•  ๏ฝœ ๋ถ„ํ• ์ „ํ›„ ๊ณ„์—ดํšŒ์‚ฌ ํ˜„ํ™ฉ
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๋ถ„ํ•  ์ „
Contents
์‚ฌ์—…์ถ”์ง„๊ณ„ํš Vision ๋ฐ ์‚ฌ์—…์ „๋žต
์ œํ’ˆ ๋ฐ ์‚ฌ์—…์˜์—ญ
์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ
- ๋ถ๋ฏธ MSO์‹œ์žฅ ๋ณธ๊ฒฉ ์ง„์ž…
- ๊ธฐ์—…์‹œ์žฅ์˜ ํ™•๋Œ€
- 5G ๋„คํŠธ์›Œํฌ ์ธํ”„๋ผ ์ฐธ์—ฌ
- ์„œ๋น„์Šค ๋ณ€ํ™”์— ๋”ฐ๋ฅธ ๋„คํŠธ์›Œํฌ์˜ ๊ณ ๋„ํ™”
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(๋„คํŠธ์›Œํฌ์‚ฌ์—…)
โ€œGlobal Small Giantsโ€ beyond โ€œAll IP Convergenceโ€
Global Alliance
์‚ฌ์—… Portfolio
ํ™•์žฅ
ํ•ด์™ธ์‚ฌ์—…
Potential
Enterprise Market
์ „๋žต์  ํ™•๋Œ€
๊ฒฌ๊ณ ํ•œ
Captive Market
โ€œGlobal Small Giantsโ€๋กœ ๋„์•ฝ
โ€ข 4์ฐจ ์‚ฐ์—…ํ˜๋ช…์˜ ํ•ต์‹ฌ๊ธฐ๋ฐ˜ โ€œIP Connectivityโ€
โ€ข IP Core Competency ๋ฐ”ํƒ•์œผ๋กœ Seamlessly ICT
์œต๋ณตํ•ฉ ์‚ฌ์—…์œผ๋กœ ํ™•์žฅ (SDN, ๋ณด์•ˆ ๋“ฑ)
โ€ข Traffic ์ฆ๊ฐ€์— ๋”ฐ๋ฅธ ์ง€์†์ ์ธ ํˆฌ์ž์ˆ˜์š”
(5G, UHD, IoT ๋“ฑ)
โ€œAll IPโ€ era
โ€ข Global ๊ธฐ์—…๊ณผ์˜ ์ „๋žต์  ํ˜‘์—…์„ ํ†ตํ•ด
Global Allied Company๋กœ Positioning
๋ถ๋ฏธ MSO์‹œ์žฅ Potential
โ€ข ๊ธฐ์—…/๊ณต๊ณต๊ธฐ๊ด€ ์‹œ์žฅ ํ™•๋Œ€ (IDCโˆ™๊ณต๊ณต๋ง ์‚ฌ์—… ๋“ฑ)
โ€ข 2020๋…„๊นŒ์ง€ ๋งค์ถœ 350์–ต ์ด์ƒ ํ™•๋Œ€
๊ธฐ์—…/๊ณต๊ณต์‹œ์žฅ ์‚ฌ์—…ํ™•์žฅ
Carrier์‹œ์žฅ์—์„œ M/S ์œ ์ง€
โ€ข ์‚ฌ์—…ํ™˜๊ฒฝ ๋ณ€ํ™”์— ๋”ฐ๋ฅธ ์‹œ์žฅ์ˆ˜์š” ๋ณ€๋™์€ ๋ถˆ๊ฐ€ํ”ผ
โ€ข ์‚ฌ์—…์ž ์ตœ์ ํ™”โˆ™์ฐจ๋ณ„ํ™”๋œ Value added ์ œํ’ˆ๊ตฐ์„
๋ฐ”ํƒ•์œผ๋กœ ๊ตญ๋‚ด 1์œ„ M/S ์ง€์† ์œ ์ง€
โ€ข Carrier์‹œ์žฅ์€ ๋‹น์‚ฌ์˜ ๊ณต๊ณ ํ•œ ์‚ฌ์—…๊ธฐ๋ฐ˜
Vision ๋ฐ ์‚ฌ์—…์ „๋žต
โ€ข DPoE ๊ธฐ์ˆ ์„ ํ™œ์šฉํ•œ ๋ถ๋ฏธ MSO FTTH์‹œ์žฅ ์ง„์ž…
โ€ข New Partner โ€œADTRANโ€๊ณผ ๋ณธ๊ฒฉ ๊ถค๋„ ์ง„์ž…
โ€ข ๋Œ€๊ทœ๋ชจ ๊ฐ€์ž…์ž๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋Š” ๋ถ๋ฏธ MSO์˜
์ฐจ์„ธ๋Œ€ ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ์‚ฌ์—…์œผ๋กœ
์ ์ง„์ ์ด๋‚˜ Potential์ด ํฐ ์‚ฌ์—…
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์ œํ’ˆ ๋ฐ ์‚ฌ์—…์˜์—ญ
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โ€ข ๊ตญ๋‚ด ์ฃผ์š” ์‚ฌ์—…์ž ์‹œ์žฅ 60% ์ด์ƒ์˜ ๊ณต๊ณ ํ•œ M/S ํ™•๋ณด
โ€ข Beyond Access : Core/Edge Market์œผ๋กœ์˜ ์‚ฌ์—… coverage ํ™•์žฅ ๋ฐ ์„ฑ์žฅ ๋™๋ ฅ ๊ฐ•ํ™”
โ€ข 5G ๋„คํŠธ์›Œํฌ ์ธํ”„๋ผ ์‚ฌ์—… ์ฐธ์—ฌ (Backhaul & Fronthaul)
โ€ข ์ง€์†์ ์ธ Traffic ์ฆ๊ฐ€์— ๋”ฐ๋ฅธ ๋„คํŠธ์›Œํฌ ๊ณ ๋„ํ™” ํˆฌ์ž (1G/10G and above)
โ€ข MSO, ๊ฑด์„ค์‚ฌ, ํฌํƒˆ, IDC ๋“ฑ ๋‹ค์–‘ํ•œ ์‹œ์žฅ์— ์„ฑ๊ณต์  ์ง„์ž… ๋ฐ M/S ํ™•๋Œ€
โ€ข ์‚ผ์„ฑ์ „์ž, LG Ericson ๋“ฑ์˜ major vendor OEM ์‚ฌ์—…
โ€ข ์ฃผ์š” ๊ทธ๋ฃน์‚ฌ ๋„คํŠธ์›Œํฌ์žฅ๋น„ ๊ณต๊ธ‰ (์‹ ์„ธ๊ณ„ ๊ทธ๋ฃน ๋“ฑ)
โ€ข High Entry Barrier ๊ทน๋ณต ๋ฐ ๋‹ค์–‘ํ•œ reference ํ™•๋ณด์— ๋”ฐ๋ฅธ ์„ฑ์žฅ ๊ฐ€์†ํ™” ๊ธฐ๋Œ€
๊ธฐ๋ฐ˜์‚ฌ์—…
Enterprise ์‚ฌ์—…
Global ์‚ฌ์—… โ€ข DPoE based 10G-EPON ์žฅ๋น„ ๋ถ๋ฏธ ์ตœ๋Œ€ MSO์ธ Charter ๊ณต๊ธ‰์‚ฌ๋กœ ์„ ์ •
: 2017๋…„ Trial & ๋ณธ์‚ฌ์—… ์ถ”์ง„
: ๊ธฐํƒ€ Cablevision, Shaw ๋“ฑ ๋ถ๋ฏธ MSO ์‹œ์žฅ reference ํ™•๋ณด
โ€ข Global Major Vendor ์™€์˜ ์‚ฌ์—… ํ˜‘๋ ฅ Eco system ๊ตฌ์ถ•
โ€ข Industry 4.0์˜ ํ•ต์‹ฌ๊ธฐ๋ฐ˜์ธ IP Connectivity ์˜์—ญ
: SDN, UHD, ๋ณด์•ˆ, IoT, Smart Factory etc.
โ€ข ICT ์œต๋ณตํ•ฉ ์‚ฌ์—…
: IP Core Competency์— ๊ธฐ๋ฐ˜ํ•œ seamlessํ•œ ์ง„์ž… (SDN, ๋ณด์•ˆ ๋“ฑ)
๋ฏธ๋ž˜ ์‚ฌ์—…
๋ถ๋ฏธ MSO Cable์‚ฌ์—…์ž๋“ค์˜ DPoE ๊ธฐ์ˆ ์„ ํ†ตํ•œ ์ด๋”๋„ท ๊ธฐ๋ฐ˜์˜ ํ†ต์‹ ์ธํ”„๋ผ ํˆฌ์ž ํ™•๋Œ€
โ‘  ์ด๋”๋„ท(IP) ๊ธฐ์ˆ ์„ ์ด์šฉํ•œ Carrier์˜ ์ธํ„ฐ๋„ท์„œ๋น„์Šค๋Š” ๊ณ ๋„ํ™” ๋œ ๋ฐ˜๋ฉด, Cable์—…์ฒด๋Š” ๋ง ๊ณ ๋„ํ™” ํˆฌ์ž์˜ ์ดˆ๊ธฐ ์ƒํƒœ
โ‘ก Cable์—…์ฒด์˜ ์ด๋”๋„ท(IP) ๊ธฐ์ˆ ์ธ DPoE ์†”๋ฃจ์…˜์€ ์ „์„ธ๊ณ„์ ์œผ๋กœ ๋‹น์‚ฌ ์ด์™ธ 3๊ฐœ ์—…์ฒด(Nokia, Sumitomo, Arris)๋งŒ์ด
์‹œ์žฅ์— ์ฐธ์—ฌํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, MSO์‹œ์žฅ์ด ํฐ ๋ถ๋ฏธ๋ถ€ํ„ฐ ๊ฒฝ์Ÿ์ด ์‹œ์ž‘๋˜์—ˆ์Œ
โ‘ข ๋ฏธ๊ตญ์€ ํŠธ๋Ÿผํ”„ ์ฒด์ œ ์ถœ๋ฒ”์œผ๋กœ โ€œ1์กฐ๋‹ฌ๋Ÿฌ SOC ํˆฌ์ž๊ณ„ํšโ€์„ ๋ฐœํ‘œ, ๊ฑด์„ค, ํ† ๋ชฉ ๋ฐ ํ†ต์‹ ์ธํ”„๋ผ์— ๋Œ€ํ•œ ๋Œ€๊ทœ๋ชจ ํˆฌ์ž ์˜ˆ์ƒ
์ƒ๋Œ€์ ์œผ๋กœ ์ทจ์•ฝํ•œ ๋ฏธ๊ตญ์˜ ํ†ต์‹ ์ธํ”„๋ผ์— ๋Œ€ํ•œ ํˆฌ์ž๊ฐ€ ๋ณธ๊ฒฉํ™” ๋  ๊ฒƒ์œผ๋กœ ์ „๋ง
โ‘ฃ ๊ธฐ์กด CommScope๋Š” ๊ด‘ํ†ต์‹  ์ผ€์ด๋ธ” ํšŒ์‚ฌ๋กœ์„œ ๋‹น์‚ฌ์˜ PON ์ œํ’ˆ์œผ๋กœ ์‹ ๊ทœ์‚ฌ์—…์„ ์ถ”์ง„ํ•˜์˜€์œผ๋‚˜, ์ „๋ฌธ์„ฑ ๋ถ€์กฑ์— ๋”ฐ๋ฅธ
์‚ฌ์—…๋ถ€์ง„์œผ๋กœ ๋‹น์‚ฌ์˜ ํŒŒํŠธ๋„ˆ์‹ญ ๋ณ€๊ฒฝ์š”๊ตฌ์— ํ•ฉ์˜
โ‘ค ADTRAN์ด ๋ถ๋ฏธ MSO์‹œ์žฅ์„ ํƒ€๊ฒŸํŒ… ํ•˜๊ณ  ์žˆ๋Š” 3์‚ฌ(Nokia, Sumitomo, Arris)์™€์˜ ์‚ฌ์—…๊ถŒ ์ธ์ˆ˜๊ฒฝ์Ÿ์„ ํ†ตํ•ด ์ตœ์ข…์ ์œผ๋กœ ์„ ์ •,
๋‹น์‚ฌ์™€ ์ƒˆ๋กœ์šด ํ˜•ํƒœ์˜ ์ œํ’ˆ๊ณต๊ธ‰๊ณ„์•ฝ์„ ์ฒด๊ฒฐ(2016๋…„ 11์›”) ํ•˜๋ฉด์„œ ๋ณธ๊ฒฉ์ ์ธ ๊ณต๋™์‚ฌ์—…์„ ๊ฐœ์‹œ
โ‘ฅ ADTRAN๊ณผ๋Š” ๋ถ๋ฏธ MSO ์‹œ์žฅ์— ๋‚ฉํ’ˆ๋˜๋Š” ๋‹น์‚ฌ ๊ณ ์œ ์˜ ๊ธฐ์ˆ ์ธ DPoE ์†”๋ฃจ์…˜์„ ํ™œ์šฉํ•œ ๋‹น์‚ฌ PON ์ œํ’ˆ์— ๋Œ€ํ•ด์„œ
์ƒํ˜ธ ๋…์ ๊ถŒ์„ ์ธ์ •ํ•จ์œผ๋กœ์„œ ์‚ฌ์—…์ ์œผ๋กœ Binding
โ€ป DPoE : DOCSIS Provisioning of Ethernet (DOCSIS ๋ฐฉ์‹์œผ๋กœ EPON ํ˜ธํ™˜์ด ๊ฐ€๋Šฅํ•œ ๊ธฐ์ˆ )
โ€ป DOCSIS : ์ผ€์ด๋ธ”๋ง ์ด์šฉํ•œ ๋ฐ์ดํ„ฐํ†ต์‹  ์„œ๋น„์Šค ํ‘œ์ค€๊ทœ๊ฒฉ
ํšŒ ์‚ฌ ๋ช… ADTRAN (ADTN - NASDAQ)
ํšŒ์‚ฌ์„ค๋ฆฝ 1985
์‚ฌ์—…์˜์—ญ TPS์„œ๋น„์Šค, ์ธํ„ฐ๋„ท ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋„คํŠธ์›Œํฌ ์žฅ๋น„ ๊ณต๊ธ‰
๋งค ์ถœ ์•ก 600M$ (์•ฝ 7,200์–ต)
์ž„์ง์›์ˆ˜ 1,991๋ช… (2015๋…„ ๊ธฐ์ค€)
์ž์‚ฐ๋ถ€์ฑ„ ์ž์‚ฐ 633M$, ๋ถ€์ฑ„ 153M$ (๋ถ€์ฑ„๋น„์œจ 31.8%)
์ž ํšŒ ์‚ฌ 29๊ฐœ ์‚ฌ
์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ ๋ถ๋ฏธ MSO์‹œ์žฅ ๋ณธ๊ฒฉ ์ง„์ž…
15
๊ธฐ์—…์‹œ์žฅ ์‚ฌ์—…ํ™•๋Œ€๋กœ ํ†ต์‹ ์‚ฌ์—…์ž ์ค‘์‹ฌ์˜ ๋งค์ถœ๊ตฌ์กฐ ๊ฐœ์„ 
โ‘  ๋‹น์‚ฌ ENT์‚ฌ์—…๋ถ€์˜ ๋งค์ถœ์•ก์€ ๊ณผ๊ฑฐ 3๋…„๊ฐ„ ๊พธ์ค€ํžˆ ์„ฑ์žฅํ•˜๊ณ  ์žˆ์–ด ์ค‘์žฅ๊ธฐ์ ์œผ๋กœ ์•ˆ์ •์  ์‚ฌ์—…๊ธฐ๋ฐ˜์„ ๋‹ฌ์„ฑํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ์ „๋ง
โ‘ก ์™ธ์‚ฐ์žฅ๋น„์—…์ฒด์˜ ์ดˆ์ฐฝ๊ธฐ ์‹œ์žฅ ์„ ์ ์œผ๋กœ ์ธํ•˜์—ฌ ๊ธฐ์กด ๊ณ ๊ฐ์˜ ์ถฉ์„ฑ๋„๊ฐ€ ๋†’์€ ์ƒํ™ฉ์—์„œ,
๋‹น์‚ฌ๋ฅผ ๋น„๋กฏํ•œ ๊ตญ๋‚ด ์žฅ๋น„์—…์ฒด๋“ค์€ ๊ธฐ์ˆ ๋ ฅ, ๊ฐ€๊ฒฉ๊ฒฝ์Ÿ๋ ฅ, A/S ๋“ฑ์˜ ๊ฐ•ํ™”๋ฅผ ํ†ตํ•˜์—ฌ ์‹œ์žฅ ์ง„์ž… ์ค‘
โ‘ข ์‹œ์žฅ ๋‚ด ๋‹น์‚ฌ ์ œํ’ˆ์˜ ์‚ฌ์šฉ๋นˆ๋„๋ฅผ ๋†’์ด๋Š” ์˜์—…๋ ฅ์ด ์ค‘์š”ํ•˜๊ธฐ ๋•Œ๋ฌธ์— ์˜์—…์ฑ„๋„์„ ํ™•๋ณด์— ๋…ธ๋ ฅ
โ‘ฃ Field Reference๊ฐ€ ๋ฌด์—‡๋ณด๋‹ค ์ค‘์š”ํ•œ ์‹œ์žฅ์œผ๋กœ ๋Œ€๊ธฐ์—…, ์ค‘๊ฒฌ๊ธฐ์—… ๋Œ€์ƒ์œผ๋กœ ๋‚ฉํ’ˆ ์ถ”์ง„์ค‘ (์‚ผ์„ฑ์ „์žโˆ™์‹ ์„ธ๊ณ„๊ทธ๋ฃน ๋‚ด ์žฅ๋น„ ๊ตฌ์ถ• ์ค‘)
โ‘ค ๊ตญ์‚ฐ์žฅ๋น„์— ๋Œ€ํ•œ ์‹ ๋ขฐ์„ฑ ๊ฐœ์„  ๋ฐ ๊ณต๊ธ‰์ด๋ ฅ ํ™•๋ณด์— ๋”ฐ๋ผ ์™ธ์‚ฐ์žฅ๋น„์™€ ๋ณธ๊ฒฉ ๊ฒฝ์Ÿ ๊ฐ€๋Šฅ
์—ฐ๋„ 2014๋…„ 2015๋…„ 2016๋…„ 2017๋…„(E)
๋งค์ถœ์•ก 100์–ต 150์–ต 215์–ต 250์–ต
์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ ๊ธฐ์—…์‹œ์žฅ ํ™•๋Œ€
๊ฑด์„ค์‚ฌ
MSO
ํŒŒํŠธ๋„ˆ ใ€ฎ ๊ณต๊ณต๊ธฐ๊ด€
16
์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ 5G ๋„คํŠธ์›Œํฌ ์ธํ”„๋ผ ์ฐธ์—ฌ
5G๋Š” ์‚ฌ๋ฌผ์ธํ„ฐ๋„ท(IoT), Connected Car, ์ž์œจ์ฃผํ–‰์ฐจ, ์ธ๊ณต์ง€๋Šฅ(AI) ๋“ฑ ๋‹ค์–‘ํ•œ ๋ฏธ๋ž˜๊ธฐ์ˆ ์˜ 4์ฐจ ์‚ฐ์—…ํ˜๋ช… ํ•ต์‹ฌ ์ธํ”„๋ผ
โ‘  2017๋…„ ํ‰์ฐฝ์˜ฌ๋ฆผํ”ฝ์—์„œ 5G ์‹œ๋ฒ”์„œ๋น„์Šค ์˜ˆ์ • (KT)
โ‘ก 2018๋…„ ๋ถ€ํ„ฐ 5G์— ๋Œ€ํ•œ ๋ณธ๊ฒฉ ํˆฌ์ž ์ „๋ง (2019๋…„ ๋ณธ๊ฒฉ์  ์ƒ์šฉํ™”)
โ‘ข ๋‹น์‚ฌ๋Š” 4G์—์„œ์˜ ๊ฒฝํ—˜๊ณผ ๊ธฐ์ˆ ๋ ฅ์„ ๋ฐ”ํƒ•์œผ๋กœ 5G์˜ Backhaul & Fronthaul ๋„คํŠธ์›Œํฌ ์žฅ๋น„ ๊ณต๊ธ‰ ์˜ˆ์ •
๋Œ€์—ญํญ ์ฆ๊ฐ€
: 1Gbps ์ดํ•˜ 25Gbps
Cell ๋ฐ˜๊ฒฝ ์ถ•์†Œ
: ๊ธฐ์ง€๊ตญ ์ˆ˜, ์œ ์„  ๋„คํŠธ์›Œํฌ ์ฆ๊ฐ€
MacroCell๊ณผ SmallCell ํ˜ผ์šฉ
: ์„ ๋กœ ์ ˆ๊ฐ์„ ์œ„ํ•ด PON ์‚ฌ์šฉ
C-RAN ๊ตฌ์กฐ์— ๋”ฐ๋ฅธ
Fronthaul ๋„คํŠธ์›Œํฌ ๋ณ€ํ™”
: WDM โ†’ ํŒจํ‚ท ์Šค์œ„์นญ ์žฅ๋น„
17
๊ณ ์šฉ๋Ÿ‰ ๊ณ ์ง‘์„  ์žฅ๋น„๋กœ์˜
์—…๊ทธ๋ ˆ์ด๋“œ ํ•„์š”
์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ ์„œ๋น„์Šค ๋ณ€ํ™”์— ๋”ฐ๋ฅธ ๋„คํŠธ์›Œํฌ์˜ ๊ณ ๋„ํ™”
์„œ๋น„์Šค ๊ณ ๋„ํ™”์—๋”ฐ๋ฅธ ๋ง‰๋Œ€ํ•œ ๋ฐ์ดํ„ฐ ์ฒ˜๋ฆฌ๋ฅผ ์œ„ํ•ด์„œ๋Š”
์œ ์„  ์ธํ„ฐ๋„ท,์ด๋™ํ†ต์‹ ,๋ฐฉ์†ก๋ง๊นŒ์ง€์ƒˆ๋กœ์šด ๋„คํŠธ์›Œํฌ๊ณ ๋„ํ™”๊ฐ€์š”๊ตฌ
1) ์œ ์„ ์ธํ„ฐ๋„ท : ๊ธฐ๊ฐ€์ธํ„ฐ๋„ท
โ€ข ๊ธฐ๊ฐ€ ์ธํ„ฐ๋„ท ๋„์ž… ํ™•์‚ฐ์œผ๋กœ ๋Œ€์šฉ๋Ÿ‰, ์ดˆ๊ณ ํ™”์งˆ์˜ ๋ฏธ๋””์–ด
์ฝ˜ํ…์ธ  ํ™•์‚ฐ ๊ฐ€๋Šฅ
โ€ข 1G ๊ฐ€์ž…์ž ์†๋„, 10G ํŠธ๋ ํฌ ์†๋„ ํ™•๋ณด๋ฅผ ์œ„ํ•œ ํˆฌ์ž ์ฆ๊ฐ€
โ€ข ๋‹จ๊ธฐ์ ์œผ๋กœ UHD ์ง€์ƒํŒŒ ๋ฐฉ์†ก, ์žฅ๊ธฐ์ ์œผ๋กœ ํด๋ผ์šฐ๋“œ ์„œ๋น„์Šค์˜
ํ™•๋Œ€๊ฐ€ ํŠธ๋ž˜ํ”ฝ์˜ ์šฉ๋Ÿ‰์„ ์ฆ๊ฐ€์‹œํ‚ฌ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ
โ€ข 5G๋Š” 28GHz์˜ ๊ณ ๋Œ€์—ญ ์ฃผํŒŒ์ˆ˜๋ฅผ ์‚ฌ์šฉํ•ด ๋ฐ์ดํ„ฐ ์ฒ˜๋ฆฌ์†๋„์™€
์šฉ๋Ÿ‰์ด ๋Œ€ํญ ํ–ฅ์ƒ๋  ์ „๋ง
โ€ข ITU๊ฐ€ ์ •์˜ํ•œ 5G ์ด๋™ํ†ต์‹ ์˜ ์ถฉ์กฑ ์†๋„๋Š” 20Gbps ์ด์ƒ
(LTE ๋Œ€๋น„ 200๋ฐฐ)
โ€ข 5G ์ด๋™ํ†ต์‹ ๋ง์˜ ๋„์ž…์„ ์œ„ํ•ด์„œ๋Š” 5G ๊ธฐ์ง€๊ตญ ์—ฐ๊ฒฐ์„ ์œ„ํ•œ
๊ณ ์šฉ๋Ÿ‰ ์œ ์„  ๋„คํŠธ์›Œํฌ ํˆฌ์ž๊ฐ€ ํ•„์ˆ˜์ ์ž„.
์ฐจ์„ธ๋Œ€ ์„œ๋น„์Šค์˜ ๋ณ€ํ™” ๋„คํŠธ์›Œํฌ ๊ณ ๋„ํ™” ์š”๊ตฌ
1. ์ง€์ƒํŒŒ UHD
โ€ข 17๋…„ 9์›”๋ถ€ํ„ฐ ์ง€์ƒํŒŒ ์ดˆ๊ณ ํ•ด์ƒ๋„(UHD) ๋ฐฉ์†ก ๊ฐœ์‹œ
โ€ข ์ผ€์ด๋ธ”๋ฐฉ์†ก, IPTV ๋“ฑ ์œ ๋ฃŒ๋ฐฉ์†ก์„ ํ†ตํ•ด์„œ ์‹œ์ฒญ ๊ฐ€๋Šฅ
2. ๊ฐ€์ƒํ˜„์‹ค(VR) / ์ฆ๊ฐ•ํ˜„์‹ค(AR)
โ€ข ์›๊ฒฉ์— ์œ„์น˜ํ•œ ์‹ค์ œํ™˜๊ฒฝ์„ ์‚ฌ์šฉ์ž์˜ ์œ„์น˜๋กœ ๊ฐ€์ ธ์˜ค๋Š”
Teleportation์ด ๊ฐ€๋Šฅ
โ€ข ํ˜„์‹ค์— ๊ฐ€๊นŒ์šด ์‹ค๊ฐํ™˜๊ฒฝ์„ ์ œ๊ณตํ•˜๋Š” AR/VR ์„œ๋น„์Šค ๊ฐ€๋Šฅ
4. ์–‘๋ฐฉํ–ฅ ์ดˆ์‹ค์‹œ๊ฐ„ ์„œ๋น„์Šค
โ€ข ์‚ฌ์šฉ์ž๊ฐ€ ์ƒ๊ฐํ•˜๋Š” ์ˆœ๊ฐ„ ๋ฐ˜์‘ํ•˜๋Š” ์ดˆ์‹ค์‹œ๊ฐ„ ์„œ๋น„์Šค ๊ฐ€๋Šฅ
โ€ข ์›๊ฒฉ ์˜๋ฃŒ ์„œ๋น„์Šค, ๊ณต์žฅ ์ดˆ์ •๋ฐ€ ์ž๋™ํ™”, ์ž์œจ์ฃผํ–‰์ฐจ ๋“ฑ
3. ํด๋ผ์šฐ๋“œ ํŠธ๋ž˜ํ”ฝ์˜ ์ฆ๊ฐ€
โ€ข 2020๋…„๊นŒ์ง€ ์ „์„ธ๊ณ„ ํด๋ผ์šฐ๋“œ ํŠธ๋ž˜ํ”ฝ์ด ์ „์ฒด ํŠธ๋ž˜ํ”ฝ์˜
92% ์ฐจ์ง€ ์˜ˆ์ • [์‹œ์Šค์ฝ” 2015-2020 ๊ธ€๋กœ๋ฒŒ ํด๋ผ์šฐ๋“œ ์ธ๋ฑ์Šค]
2) ๋ฌด์„ ์ธํ„ฐ๋„ท : 5G๋กœ์˜ ์ „ํ™˜
โ€ข ๊ธฐ์—… ๋„คํŠธ์›Œํฌ์˜ ๋ณด์•ˆ์„ฑ, ์šด์šฉ์„ฑ ๋ฐ ๋น…๋ฐ์ดํ„ฐ ํ™œ์šฉ ๋“ฑ์„ ์œ„ํ•œ
์‚ฌ์„ค ๋ฐ ๊ณต์šฉ ํด๋ผ์šฐ๋“œ ๊ธฐ๋ฐ˜์˜ ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ํ™œ์„ฑํ™” ์˜ˆ์ƒ
โ€ข ๋‚ด๋ถ€ ๋„คํŠธ์›Œํฌ ๋ณด์•ˆ ๋ฐ ๊ด€๋ฆฌ, ๋„คํŠธ์›Œํฌ ๊ฐ€์‹œ์„ฑ ์ œ๊ณต,
์‘์šฉ ํŠธ๋ž˜ํ”ฝ ์ œ์–ด ๋“ฑ๊ณผ ๊ฐ™์ด ์ง€๋Šฅํ˜• ๋„คํŠธ์›Œํฌ๋กœ์˜ ์ง„ํ™” ์š”๋ง
3) ๊ธฐ์—… ๋„คํŠธ์›Œํฌ ๊ณ ๋„ํ™”
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Appendix
์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์ 
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ Carrier์‹œ์žฅ ์ธํ„ฐ๋„ท ์„œ๋น„์Šค ๋ฐฉ์‹
์ธํ„ฐ๋„ท ๋ง๊ตฌ์กฐ์™€ ๋‹น์‚ฌ ์ œํ’ˆ๊ตฐ
FTTx Solution Group
DPoE Solution Group
Switch Solution Group
DSL Solution Group
19
๊ฐœ๋ณ„
๊ธฐ์—…์ง‘๋‹จ
20,993
28,731
21,342
940
21,646
27,947
21,461
706
0
10,000
20,000
30,000
2014 2015 2016 2017 1Q
25.3%
27.3%
14.0%
41.0%
18.5% 18.0% 18.9%
14.3%
10.0%
20.0%
30.0%
40.0%
2014 2015 2016 2017 1Q
223,716
257,508
243,045
79,526
45,152
55,168
29,852 23,134
-
80,000
160,000
240,000
2014 2015 2016 2017 1Q
113,313
159,767
113,013
6,587
0
40,000
80,000
120,000
160,000
2014 2015 2016 2017 1Q
์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์  ๏ฝœ ๊ฐœ๋ณ„
โ–ฃ ๋งค์ถœ์•ก (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) (๋‹จ์œ„: ๋ฐฑ๋งŒ์›)
์ž์‚ฐ
๋ถ€์ฑ„
โ–ฃ ์ž์‚ฐ ๊ตฌ์กฐ
โ–ฃ ์˜์—…์ด์ต/๋‹น๊ธฐ์ˆœ์ด์ต (๋‹จ์œ„: ๋ฐฑ๋งŒ์›)
โ–ฃ ๋ถ€์ฑ„๋น„์œจ/์˜์—…์ด์ต๋ฅ 
์˜์—…์ด์ต๋ฅ 
โ–  ์˜์—…์ด์ต โ–  ๋‹น๊ธฐ์ˆœ์ด์ต
๋ถ€์ฑ„๋น„์œจ
20
์ธ์ ๋ถ„ํ• ๋กœ ์ธํ•˜์—ฌ
์‹ ์„ค๋ฒ•์ธ์˜ ์„ค๋ฆฝ์ผ์ธ
2017. 3. 1 ๋ถ€ํ„ฐ์˜
๋„คํŠธ์›Œํฌ์‚ฌ์—…์— ๋Œ€ํ•œ
1๋ถ„๊ธฐ ๋งค์ถœ์•ก
25.4%
27.2%
14.9%
5.8%
17.8% 18.2%
20.1%
39.5%
5.0%
15.0%
25.0%
35.0%
2014 2015 2016 2017 1Q
21,392
29,506 24,293
479
21,223
29,510
23,925
0
10,000
20,000
30,000
40,000
2014 2015 2016 2017 1Q
225,601
260,012
250,106
176,194
45,639
55,593
32,354 9,656
-
80,000
160,000
240,000
2014 2015 2016 2017 1Q
119,854
162,331
120,672
1,213
0
40,000
80,000
120,000
160,000
2014 2015 2016 2017 1Q
์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์  ๏ฝœ ๊ธฐ์—…์ง‘๋‹จ ใˆœ์œ ๋น„์ฟผ์Šคํ™€๋”ฉ์Šค
โ–ฃ ๋งค์ถœ์•ก (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) (๋‹จ์œ„: ๋ฐฑ๋งŒ์›)
์ž์‚ฐ
๋ถ€์ฑ„
โ–ฃ ์ž์‚ฐ ๊ตฌ์กฐ
โ–ฃ ์˜์—…์ด์ต/๋‹น๊ธฐ์ˆœ์ด์ต (๋‹จ์œ„: ๋ฐฑ๋งŒ์›)
โ–ฃ ๋ถ€์ฑ„๋น„์œจ/์˜์—…์ด์ต๋ฅ 
์˜์—…์ด์ต๋ฅ 
โ–  ์˜์—…์ด์ต โ–  ๋‹น๊ธฐ์ˆœ์ด์ต
๋ถ€์ฑ„๋น„์œจ
21
์กด์†๋ฒ•์ธ์˜ ๋ถ„ํ• ๋กœ
๋ณ€๊ฒฝ๋œ ์‚ฌ์—…๋ชฉ์ ์—
๋Œ€ํ•œ 1๋ถ„๊ธฐ ๋งค์ถœ์•ก
93,538
(์ค‘๋‹จ์˜์—…์ฒ˜๋ถ„์ด์ต ํฌํ•จ)
๊ฐ€์ž…์ž ์—‘์„ธ์Šค ์ง‘์„  ์—์ง€ ์ฝ”์–ด
์•„ํŒŒํŠธ ๊ตฌ๋‚ด๋ง ๊ตญ์‚ฌ
1
2
3
ONT
L2์Šค์œ„์น˜
๋Œ€์šฉ๋Ÿ‰
OLT
ONU
๋Œ€์šฉ๋Ÿ‰
L3์Šค์œ„์น˜
L3์Šค์œ„์น˜
์ฝ”์–ด๋ง์šฉ
๋ผ์šฐํ„ฐ
Edge๊ธ‰
์Šค์œ„์น˜
๋ชจ๋Ž€ DSLAM L3์Šค์œ„์น˜
์ธํ„ฐ๋„ท
๋ถ„๋ฐฐ๊ธฐ
๊ตญ์‚ฐ ์žฅ๋น„ ์ตœ์ดˆ
ํ…Œ๋ผ์Šค์œ„์น˜ ์ƒ์šฉํ™”
โ‘  FTTH ๋ฐฉ์‹
์ฝ”์–ด๋ง ์—์ง€/์ง‘์„ ๋ง ๋ถ„๋ฐฐ๊ธฐ ONU (L2, ๋™ ์žฅ๋น„ํ•จ) PC/IPTV/์ „ํ™”
ONT (๋ชจ๋Ž€, ๋Œ๋‚ด) PC/IPTV/์ „ํ™”
โ‘ก ๊ด‘๋žœ ๋ฐฉ์‹ ์ฝ”์–ด๋ง ์—์ง€/์ง‘์„ ๋ง L3์Šค์œ„์น˜(๋‹จ์ง€ ๊ทœ๋ชจ) L2์Šค์œ„์น˜(๋™ ์žฅ๋น„ํ•จ) PC/IPTV/์ „ํ™”
โ‘ข xDSL๋ฐฉ์‹
์ฝ”์–ด๋ง ์—์ง€/์ง‘์„ ๋ง L3์Šค์œ„์น˜(๋‹จ์ง€ ๊ทœ๋ชจ) DSLAM(๋™ ์žฅ๋น„ํ•จ) DSL ๋ชจ๋Ž€ PC
GAM(๋™ ์žฅ๋น„ํ•จ) GNT PC/IPTV/์ „ํ™”
LAN์„ 
๊ด‘์„ฌ์œ 
์ „ํ™”์„ 
๊ฐ€์ž…์ž ๋Œ๋‚ด
22
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ Carrier์‹œ์žฅ ์ธํ„ฐ๋„ท ์„œ๋น„์Šค ๋ฐฉ์‹
ONT
ONU
VDSL
DSLAM
U3024B
C301P
Modem
IP STB
L2 Switch
L3 Aggregation Switch
Home Gateway
E3000/E5000 series
IP STB
IP STB
E6100
Aggregation
E7508
E8013
Edge
4G LTE CSR
Remote OLT
10G-EPON
Metro Ethernet FTTH
U9008C
IP STB
Core
P8000 series
E3000/E5000 series
C500 seriesE8013 E8013
E8013
CE7010 CE7010
CE7010CE7010
4G LTE
eNodeBAntenna, RU Antenna, RU
U9500H
C301G
G.hn GNT
U4124B
G.hn GAM
E6100
E6100
C301G
G.hn GNT
U4124B
G.hn GAM
E3000/E5000 series
E3000/E5000 series
MBH
Legend
P8000 series
E7508
4G LTE
eNodeB
Aggregation
๊ตญ๋‚ด ์—…์ฒด ์ค‘ ์œ ์ผํ•œ End to End Total Solution ์ œ๊ณต
GiGA WireGiGA Wire
23
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ ์ธํ„ฐ๋„ท ๋ง๊ตฌ์กฐ์™€ ๋‹น์‚ฌ ์ œํ’ˆ๊ตฐ
FTTx๋Š” ๊ด‘์ผ€์ด๋ธ”์„ ํ†ตํ•ด ์ดˆ๊ณ ์† ์ธํ„ฐ๋„ท ํ†ต์‹  ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•˜๋Š” ๋„คํŠธ์›Œํฌ ์†”๋ฃจ์…˜์ž…๋‹ˆ๋‹ค.
์œ ๋น„์ฟผ์Šค๋Š” FTTx ์„œ๋น„์Šค๋ฅผ ์œ„ํ•œ OLT/ONU/ONT ์ „ ์ œํ’ˆ์„ ๋ณด์œ ํ•˜์—ฌ ๊ณ ๊ฐ์—๊ฒŒ ๋น„์šฉ ํšจ์œจ์ ์ธ Total Solution์„ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.
<10G EPON OLT> <1G EPON/GPON OLT> <EPON/HFC Hybrid OLT>
<Small size MDU> <Mid size MDU>
<1G EPON Bridge ONU> <1G EPON Gateway ONU> <10G EPON Bridge ONU> <10G EPON Gateway ONU>
MDU
OLT
ONU
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ FTTx Solution Group
24
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ DPoE Solution Group
DPoE๋Š” ์ผ€์ด๋ธ” ๋ง ๊ตฌ์กฐ์—์„œ PON ๋ฐฉ์‹์„ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๋„๋ก ๊ณ ์•ˆ๋œ ๊ธฐ์ˆ ์ž…๋‹ˆ๋‹ค. ์œ ๋น„์ฟผ์Šค์˜ DPoE ์†”๋ฃจ์…˜์€ DPoE ๊ทœ๊ฒฉ์ด ์ ์šฉ๋˜์–ด ์žˆ์–ด, ์ผ€์ด๋ธ” ์‚ฌ์—…์ž๊ฐ€ ๊ธฐ ์„ค์น˜๋œ
์ผ€์ด๋ธ” ์ธํ”„๋ผ์˜ ๊ต์ฒด ์—†์ด ๊ณ ๊ฐ์˜ Needs์— ๋”ฐ๋ผ ๋‹ค์–‘ํ•œ ์„œ๋น„์Šค๋ฅผ ๋™์‹œ์— ์ œ๊ณตํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
<10G Headend OLT> <Remote OLT> <Strand-Mount OLT> <Box Type Remote OLT> <Next Gen. Headend OLT>
<1G Bridge ONU> <10G Bridge ONU> <10G Gateway ONU> <Chassis based 1G/10G MDU> <XF3/6 platform based ONU>
OLT
ONU
25
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ Switch Solution Group
์ž์ฒด ๊ธฐ์ˆ ๋ ฅ์œผ๋กœ ๊ฐœ๋ฐœ๋œ ๊ตญ๋‚ด ์ตœ์ดˆ ๋Œ€์šฉ๋Ÿ‰ ๋ฐฑ๋ณธ๊ธ‰ ์Šค์œ„์น˜๋ถ€ํ„ฐ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์Šค์œ„์น˜, ๋ณด์•ˆ์Šค์œ„์น˜, PoE ์Šค์œ„์น˜๊นŒ์ง€
์œ ๋น„์ฟผ์Šค๋Š” ๊ณ ๊ฐ์˜ ๋„คํŠธ์›Œํฌ๋ฅผ ํšจ์œจ์ ์œผ๋กœ ๊ตฌ์„ฑํ•  ์ˆ˜ ์žˆ๋Š” Full Line up Switch Portfolio๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
<4 Tera Core Backbone>
<High-capacity Backbone>
<10G aggregation L3 switch> <1G aggregation L3 switch> <1G workgroup L3 switch>
<Enterprise L2 / PoE Switch> <Security L2 Switch> <Access L2 Switch> <LTE Backhaul Switch>
CS3400
Core & Edge
Layer 3
Layer 2
26
์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ DSL Solution Group
DSL์€ ์ „ํ™”์„  ์ธํ”„๋ผ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ์ดˆ๊ณ ์† ์ธํ„ฐ๋„ท ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.
์œ ๋น„์ฟผ์Šค๋Š” ์„ธ๊ณ„ ์ตœ์ดˆ๋กœ ์ „ํ™”์„  ๊ธฐ๋ฐ˜์—์„œ ๊ธฐ๊ฐ€๊ธ‰ ์†๋„๋ฅผ ์ œ๊ณตํ•  ์ˆ˜ ์žˆ๋Š” G.hn ๊ธฐ์ˆ ์„ ์ƒ์šฉํ™”ํ•˜์—ฌ ๋Œ€ํ•œ๋ฏผ๊ตญ ๊ธฐ๊ฐ€ ์ธํ”„๋ผ ํ™•์žฅ์— ํฌ๊ฒŒ ๊ธฐ์—ฌํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
<G.hn Access Multiplexer> <G.hn Extender> <G.hn Network Terminal>
<VDSL2 Access Multiplexer> <VDSL2 LAN Extender> <VDSL2 Modem>
G.hn
VDSL2
FTTdp
27
Our company has a dream and
vision of Global Small Giants beyond All IP Convergence
.
28

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  • 1. IR Presentation Next Generation Networking Innovator May 2017
  • 2. ๋ณธ ์ž๋ฃŒ์— ๊ธฐ์ˆ ๋˜์–ด ์žˆ๋Š” ใˆœ์œ ๋น„์ฟผ์Šค(์ดํ•˜ โ€œํšŒ์‚ฌโ€)์˜ ์žฌ๋ฌด์ •๋ณด์™€ ๊ฒฝ์˜์‹ค์ , ์‚ฌ์—…ํ˜„ํ™ฉ ๋“ฑ์€ 2017๋…„ 1๋ถ„๊ธฐ ๊ฒฐ์‚ฐ ๊ธฐ์ค€์˜ ๋‚ด์šฉ์œผ๋กœ ํ•œ๊ตญ์ฑ„ํƒ๊ตญ์ œํšŒ๊ณ„๊ธฐ์ค€์— ๋”ฐ๋ผ ์ž‘์„ฑ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ๋ฏธ๋ž˜์˜ ๋ถˆํ™•์‹ค์„ฑ ๋ฐ ํŠน์ • ์œ„ํ—˜ ์š”์ธ์— ๋”ฐ๋ผ ๋ณ€๊ฒฝ๋  ์ˆ˜ ์žˆ๋Š” ์˜ˆ์ธก์ •๋ณด๋ฅผ ํฌํ•จํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ด๋Š” ๊ตญ๋‚ด์™ธ ๊ฒฝ์ œ์™€ ๊ทธ์— ๋”ฐ๋ฅธ ํŠธ๋ Œ๋“œ, ์‹œ์žฅ ๋ณ€ํ™”์— ๋Œ€ํ•œ ์ถ”์ •์— ๊ธฐ์ธํ•˜์—ฌ ์ง€ํ‘œ๋“ค์— ๋ฐ˜์˜๋˜์–ด ์žˆ์œผ๋ฉฐ, ์ด๋Ÿฌํ•œ ๋ถˆํ™•์‹ค์„ฑ์œผ๋กœ ์•ผ๊ธฐ๋˜๋Š” ๊ฒฐ๊ณผ๋Š” ํšŒ์‚ฌ์˜ ์ „๋ง๊ณผ ๋‹ค๋ฅด๊ฒŒ ๋‚˜ํƒ€๋‚  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ์—์„œ ์–ธ๊ธ‰ํ•œ ์ฃผ์š” ์‚ฌํ•ญ๋“ค์€ ์–ด๋– ํ•œ ๊ฒฝ์šฐ์—๋„ ํˆฌ์ž์ž์˜ ํˆฌ์ž๊ฒฐ๊ณผ์— ํšจ๊ณผ๋ฅผ ๋ฏธ์น˜์ง€ ๋ชปํ•˜๋ฏ€๋กœ ๋ฒ•์  ์ฑ…์ž„ ์†Œ์žฌ์˜ ์ž…์ฆ ์ž๋ฃŒ๋กœ์„œ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ๊ณต์‹œ ์œ„๋ฐ˜์— ํ•ด๋‹น๋˜๋Š” ์ •๋ณด์˜ ๊ธฐ์žฌ๋Š” ์—†์œผ๋ฉฐ, ์ฝ”์Šค๋‹ฅ ๊ณต์‹œ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๊ธฐํƒ€ ์‚ฌ์—…์˜ ๋‚ด์šฉ์— ๊ด€ํ•œ ์ž์„ธํ•œ ์ •๋ณด๋Š” ํšŒ์‚ฌ์˜ ์‚ฌ์—…๋ณด๊ณ ์„œ๋ฅผ ์ฐธ๊ณ ํ•˜์—ฌ ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค. Disclaimer
  • 3. Contents ํšŒ์‚ฌ ๊ฐœ์š” ํšŒ์‚ฌ ๋ถ„ํ•  ์‚ฌ์—…์ถ”์ง„๊ณ„ํš Appendix ๋ถ„ํ• ์˜ ๋‚ด์šฉ ๋ถ„ํ• ์˜ ๋ฐฐ๊ฒฝ ๋ฐ ๋ชฉ์  ๋ถ„ํ• ์ „ํ›„ ๊ณ„์—ดํšŒ์‚ฌ ํ˜„ํ™ฉ ์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์  ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ Vision ๋ฐ ์‚ฌ์—…์ „๋žต ์ œํ’ˆ ๋ฐ ์‚ฌ์—…์˜์—ญ ์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ํšŒ์‚ฌ์†Œ๊ฐœ ์ฃผ์ฃผํ˜„ํ™ฉ ๋ฐฐ๋‹นํ˜„ํ™ฉ ์กฐ์ง๊ตฌ์„ฑ ํšŒ์‚ฌ์—ฐํ˜ 1 (๋„คํŠธ์›Œํฌ์‚ฌ์—…)
  • 5. ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ํšŒ์‚ฌ์†Œ๊ฐœ 3
  • 6. โ–ฃ ์ฃผ์š”์ฃผ์ฃผ ํ˜„ํ™ฉ (2017๋…„ ๋ถ„ํ• ๊ธฐ์ผ ๊ธฐ์ค€) ์ฃผ์ฃผ๋ช… ์ฃผ์‹์ˆ˜ ์ง€๋ถ„์œจ ์ด์ƒ๊ทผ(์œ ๋น„์ฟผ์Šคํ™€๋”ฉ์Šค ๋Œ€ํ‘œ์ด์‚ฌ) 1,338,502 26.12% ํŠน์ˆ˜๊ด€๊ณ„์ธ 783,908 15.30% ใˆœ์œ ๋น„์ฟผ์Šค (์ž์‚ฌ์ฃผ) 2,204 0.04% ๊ตญ๋ฏผ์—ฐ๊ธˆ 102,461 2.00% MORGAN STANLEY 93,102 1.82% ENSIGN PEAK ADVISORS 53,197 1.04% ๊ธฐํƒ€ 2,750,581 53.68% ๋ฐœํ–‰์ฃผ์‹์ด์ˆ˜ 5,123,955 100.00% ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ์ฃผ์ฃผํ˜„ํ™ฉ ์ตœ๋Œ€์ฃผ์ฃผ ๋ฐ ํŠน์ˆ˜๊ด€๊ณ„์ธ 41.42% ์ž๊ธฐ์ฃผ์‹ 0.04% ํˆฌ์ž์‹ ํƒ(๊ธˆ์œต) 6.45% ์ผ๋ฐ˜๋ฒ•์ธ 0.54% ์™ธ๊ตญ์ธ 13.24% ์ฆ๊ถŒ๊ธˆ์œต 0.47% ๊ธฐํƒ€์†Œ์•ก์ฃผ์ฃผ 35.80% 4
  • 7. โ–ถ ์ƒ์žฅ ์ดํ›„ ๊พธ์ค€ํžˆ ์˜์—…์ด์ต์„ ๋‹ฌ์„ฑํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฃผ์ฃผํ™˜์›์ •์ฑ…์œผ๋กœ ๋ฐฐ๋‹น์„ ์‹คํ˜„ ์ค‘ โ–ถ ํ˜„๊ธˆ๋ฐฐ๋‹น์„ฑํ–ฅ์„ ์œ ์ง€ํ•˜๋Š” ๋ฐฐ๋‹น์ •์ฑ… ์‹คํ–‰ ์ค‘ โ–ถ ๊ธฐ์—…์ง‘๋‹จ์˜ ์ง€์ฃผํšŒ์‚ฌ์ฒด์ œ ์ „ํ™˜์— ๋”ฐ๋ฅธ ๋ฐฐ๋‹น์ •์ฑ… ๋ณ€๋™๊ฐ€๋Šฅ์„ฑ ์กด์žฌ ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ๋ฐฐ๋‹นํ˜„ํ™ฉ ๊ตฌ๋ถ„ 2012๋…„ 2013๋…„ 2014๋…„ 2015๋…„ 2016๋…„ ์ฃผ๋‹น์•ก๋ฉด๊ฐ€์•ก (์›) 500 500 500 500 500 ์—ฐ๊ฒฐ๋‹น๊ธฐ์ˆœ์ด์ต (๋ฐฑ๋งŒ์›) 15,106 21,022 21,466 29,510 23,925 ์ฃผ๋‹น์ˆœ์ด์ต (์›) 787 1,095 1,118 1,537 1,261 ์ฃผ๋‹นํ˜„๊ธˆ๋ฐฐ๋‹น๊ธˆ (์›) 100 120 200 300 250 ํ˜„๊ธˆ๋ฐฐ๋‹น๊ธˆ์ด์•ก (๋ฐฑ๋งŒ์›) 1,920 2,304 3,840 5,760 4,673 ํ˜„๊ธˆ๋ฐฐ๋‹น์„ฑํ–ฅ (%) 12.7 11.0 17.9 19.5 19.8 ์‹œ๊ฐ€๋ฐฐ๋‹น๋ฅ  (%) 2.1 1.6 2.3 2.5 2.3 5
  • 8. ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ์กฐ์ง๊ตฌ์„ฑ R&D 46% Sales 12% Production Center 20% Management 9% CS 13% 10% ์ด์ƒ์˜ R&D ํˆฌ์ž 2016๋…„ ๋งค์ถœ์•ก์˜ 10% ์ด์ƒ์˜ R&D ํˆฌ์ž ์‹ ๊ธฐ์ˆ  ๊ฐœ๋ฐœ ์ ๊ทน ํˆฌ์ž R&D ์ค‘์‹ฌ์˜ ์ธ๋ ฅ ๊ตฌ์กฐ 46% ์ด์ƒ์˜ R&D ์ธ๋ ฅ ๋ณด์œ  ๋„คํŠธ์›Œํฌ ๋ถ„์•ผ ์ตœ๊ณ  ์ „๋ฌธ์ธ๋ ฅ ๊ตฌ์„ฑ CEO ๊ตญ๋‚ด์‚ฌ์—…๋‹ด๋‹น ์‚ฌ์—…1๋‹ด๋‹น ์‚ฌ์—…2๋‹ด๋‹น ์‚ฌ์—…3๋‹ด๋‹น ENT์‚ฌ์—… ํ•ด์™ธ์‚ฌ์—…๋‹ด๋‹น ์—ฐ๊ตฌ์†Œ ํ•ด์™ธ์‚ฌ์—…๊ด€๋ฆฌ SW1๊ทธ๋ฃน SW2๊ทธ๋ฃน SW3๊ทธ๋ฃน HW ๊ทธ๋ฃน HW1ํŒ€ HW2ํŒ€ HW3ํŒ€ ์ƒ์‚ฐํ’ˆ์งˆ๋‹ด๋‹น ์ƒ์‚ฐ๊ด€๋ฆฌํŒ€ ์ƒ์‚ฐ๊ธฐ์ˆ ํŒ€ ํ’ˆ์งˆ๊ด€๋ฆฌํŒ€ RMAํŒ€ ์žฌ๋ฌด๊ธฐํšํŒ€ ์ธ์‚ฌ์ด๋ฌดํŒ€ ๊ตฌ๋งคํŒ€ ํ•ด์™ธ์‚ฌ์—…๋ณธ๋ถ€๊ตญ๋‚ด์‚ฌ์—…๋ณธ๋ถ€ ๊ฒ€์ฆํŒ€ SW ๊ทธ๋ฃน ๊ด€๋ฆฌ๋ณธ๋ถ€ ๊ณ ๊ฐ์ง€์›๋‹ด๋‹น ์‚ฌ์—…๊ธฐํš๋‹ด๋‹น ๊ธฐ์ˆ ์ง€์›๋‹ด๋‹น EMSํŒ€ ์—ฐ๊ตฌ์ง€์›ํŒ€ ๋Œ€ํ‘œ์ด์‚ฌ ํ’ˆ์งˆ๋ณด์ฆ๋‹ด๋‹น ํ˜์‹ ์‹ค 6
  • 9. ํšŒ์‚ฌ ๊ฐœ์š” ๏ฝœ ํšŒ์‚ฌ์—ฐํ˜ ์„ค๋ฆฝ๊ธฐ(2000~2004) ์„ฑ์žฅ๊ธฐ(2005~2009) ๋„์•ฝ๊ธฐ(2010~ํ˜„์žฌ) - ํšŒ์‚ฌ์„ค๋ฆฝ(ํ”„๋ฆฌ๋ฏธ์–ด ๋„คํŠธ์›์Šค) - IMT-2000 ๊ธฐ์ˆ ํ˜‘๋ ฅ ์ปจ์†Œ์‹œ์—„ - ์ƒํ˜ธ๋ณ€๊ฒฝ ใˆœ๋กœ์ปค์Šค๋„คํŠธ์›์Šค - ๊ธฐ์—…๋ถ€์„ค ๊ธฐ์ˆ ์—ฐ๊ตฌ์†Œ ์„ค๋ฆฝ - ๋งคํŠธ๋กœ ์ด๋”๋„ท ์Šค์œ„์น˜ ๊ตญ๋‚ด ์ž์ฒด๊ฐœ๋ฐœ ์„ฑ๊ณต - KTF VASS ์‹œ์Šคํ…œ ๊ฐœ๋ฐœ - ์ฒ ๋„์ฒญ ์ด๋”๋„ท ์Šค์œ„์น˜ ๊ณต๊ธ‰ - ์กฐ๋‹ฌ์ฒญ ์ด๋”๋„ท ์Šค์œ„์น˜ ๊ณต๊ธ‰ - ์ค‘๊ตญ WINS 7WAVE ๊ณต๊ธ‰์ฒด๊ฒฐ - TL9000 ์ธ์ฆ ํš๋“ - IP-VDSL 50M ๊ฐœ๋ฐœ์™„๋ฃŒ - KTF E1-IP system ๊ณต๊ธ‰๊ณ„์•ฝ - WDM-PON ๊ฐœ๋ฐœ - ์‚ผ์„ฑ์ „์ž L3 switch ๊ณต๊ธ‰์ฒด๊ฒฐ - LG๊ฑด์„ค L3 switch ๊ณต๊ธ‰ - ใˆœ์œ ๋น„์ฟผ์Šค๋กœ ์‚ฌ๋ช…๋ณ€๊ฒฝ - ๋ฌด์ƒ์ฆ์ž (์ฆ์ž ํ›„ ์ž๋ณธ๊ธˆ 23์–ต) - ํŒŒ์›Œ์ฝค ๊ด‘๋žœ ์‚ฌ์—… L2/L3 ๊ณต๊ธ‰ - KT Metro ์ง‘์„  ์†Œํ˜• QoS ๋‚ฉํ’ˆ - ํ•˜๋‚˜๋กœํ†ต์‹  ์ด๋ฒจ๋ฆฌ ์ง‘์„  ์Šค์œ„์น˜ (์†Œ, ์ค‘ํ˜•) ๊ณต๊ธ‰ - BEST PARTNER OF THE YEAR 2007 (์—‘์„ธ์Šค๋ถ„์•ผ) - LGP GE-PON ๊ณ„์•ฝ - ๋ฌด์—ญํ˜‘ํšŒ ํšŒ์› ๋“ฑ๋ก - ๋ฌด์ƒ์ฆ์ž (์ฆ์ž ํ›„ ์ž๋ณธ๊ธˆ 46์–ต) - ์ฝ”์Šค๋‹ฅ ์ƒ์žฅ์‹ฌ์‚ฌ์ฒญ๊ตฌ/ํ†ต๊ณผ - KT์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ • - 2009๋…„ ๋งค์ถœ์•ก 1,100์–ต์› - ์ฝ”์Šค๋‹ฅ ์ƒ์žฅ - KT ์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ • - KT์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ •(์—ฐ์† 3๋…„) - PoE์Šค์œ„์น˜, GES ๊ฐœ๋ฐœ - LGU+ ๋Œ€์šฉ๋Ÿ‰ ์Šค์œ„์น˜(E7508) ๊ณต๊ธ‰๊ณ„์•ฝ ์ฒด๊ฒฐ - ๊ธฐ๊ฐ€์ธํ„ฐ๋„ท ์„ ๋„์‹œ๋ฒ”์‚ฌ์—… ํ˜‘์•ฝ์ฒด๊ฒฐ(LG,KT) - KT ๊ณจ๋“œ ์šฐ์ˆ˜ํ˜‘๋ ฅ์‚ฌ ์„ ์ • - ๋Œ€์šฉ๋Ÿ‰ 10G OLT ๊ฐœ๋ฐœ ์ƒ์šฉํ™” - ํ•œ๊ตญ์ˆ˜๋ ฅ์›์ž๋ ฅ ๋ง๋ถ„๋ฆฌ ์‚ฌ์—… ์ˆ˜์ฃผ - ITU ์ „๊ถŒํšŒ์˜ ์œ ์„ ๋ง ๊ตฌ์ถ• (๊ตญ์‚ฐ ์žฅ๋น„ ์ตœ์ดˆ) - LGU+์™€ ์ƒˆ๋งˆ์„๊ธˆ๊ณ  ์ „์‚ฐ๋ง ๊ณ ๋„ํ™” ์‚ฌ์—… ์ฐธ์—ฌ (๋‹จ์œ„: ์–ต์›) - LGU+ 4ํ…Œ๋ผ๊ธ‰ ๋Œ€์šฉ๋Ÿ‰ ์Šค์œ„์น˜(E8013) ๋‚ฉํ’ˆ - KT์™€ G.hn ๊ธฐ๋ฐ˜ GiGA Wire ์žฅ๋น„ ์ƒ์šฉํ™” 2009๋…„ ๋งค์ถœ์•ก 1,113์–ต 2002๋…„ ๋งค์ถœ์•ก 184์–ต 2015๋…„ ๋งค์ถœ์•ก 1,597์–ต - ์‚ผ์„ฑ์ „์ž L2/L3์Šค์œ„์น˜ ODM ๋‚ฉํ’ˆ๊ณ„์•ฝ ์ฒด๊ฒฐ - ์‹ ์„ธ๊ณ„ I&C ์ดํŒ๊ณ„์•ฝ ์ฒด๊ฒฐ 7
  • 10. Contents ํšŒ์‚ฌ ๋ถ„ํ•  ๋ถ„ํ• ์˜ ๋‚ด์šฉ ๋ถ„ํ• ์˜ ๋ฐฐ๊ฒฝ ๋ฐ ๋ชฉ์  ๋ถ„ํ• ์ „ํ›„ ๊ณ„์—ดํšŒ์‚ฌ ํ˜„ํ™ฉ 8
  • 11. ํšŒ์‚ฌ ๋ถ„ํ•  ๏ฝœ ๋ถ„ํ• ์˜ ๋‚ด์šฉ ์œ ๋น„์ฟผ์Šคํ™€๋”ฉ์Šค (์ƒ์žฅ) ์œ ๋น„์ฟผ์Šค (์ƒ์žฅ) โˆ™ ์ธ์ ๋ถ„ํ•  ์‹ ์„คํšŒ์‚ฌ โˆ™ ๋„คํŠธ์›Œํฌ์‚ฌ์—…๋ถ€๋ฌธ ๋‹ด๋‹น โˆ™ ๊ตญ๋‚ด ๋ฐ ํ•ด์™ธ ๋Œ€์ƒ ๋„คํŠธ์›Œํฌ์žฅ๋น„ ๊ฐœ๋ฐœ, ์ƒ์‚ฐ, ํŒ๋งค, ์œ ์ง€๋ณด์ˆ˜ โˆ™ ๊ด€๋ จ ์‹ ๊ทœ์‚ฌ์—… ์ถ”์ง„ ์œ ๋น„์ฟผ์Šค์ด์•ค์—  (๋น„์ƒ์žฅ) โˆ™ ๋ฌผ์ ๋ถ„ํ•  ์‹ ์„คํšŒ์‚ฌ โˆ™ E&M(Equity&Management) ์‚ฌ์—…๋ถ€๋ฌธ ๋‹ด๋‹น โˆ™ ์‹ ๊ทœ์‚ฌ์—… ๋ฐ M&A ์ถ”์ง„ โˆ™ ๋ถ„ํ• ๋˜๋Š” ํšŒ์‚ฌ(์กด์†ํšŒ์‚ฌ) โˆ™ ํˆฌ์ž์‚ฌ์—…๋ถ€๋ฌธ ๋‹ด๋‹น โˆ™ ์žํšŒ์‚ฌ ๊ด€๋ฆฌ โˆ™ ์ง€์ฃผ์‚ฌ์—… ์˜์œ„ ๋ฌผ์ ๋ถ„ํ• ์ธ์ ๋ถ„ํ•  ๊ฐ ์‚ฌ์—…๋ถ€๋ฌธ์˜ ์ „๋ฌธํ™”๋ฅผ ํ†ตํ•˜์—ฌ ํ•ต์‹ฌ ์‚ฌ์—…์—์˜ ์ง‘์ค‘ํˆฌ์ž ๋…๋ฆฝ์ ์ธ ๊ฒฝ์˜ ๋ฐ ์ฑ…์ž„ ๊ฒฝ์˜ ๊ฐ•ํ™” 9
  • 12. โ–ฃ ๊ธฐ์—…๊ฐ€์น˜ ๋ฐ ์ฃผ์ฃผ๊ฐ€์น˜ ์ œ๊ณ  โ–ฃ ์ง€๋ฐฐ๊ตฌ์กฐ ๊ฐœ์„  1) ์‹ ์„ฑ์žฅ๋™๋ ฅ ํ™•๋ณด๋ฅผ ์œ„ํ•œ M&A ๋ฐ ํˆฌ์ž์‚ฌ์—…์˜ ์ ๊ทน์  ์ถ”์ง„์œผ๋กœ ๊ธฐ์—…๊ฐ€์น˜ ์ œ๊ณ  2) ์ฃผ๋œ ์˜์—…์ž์‚ฐ(๋„คํŠธ์›Œํฌ)๊ณผ ๋น„์˜์—…์ž์‚ฐ(ํ˜„๊ธˆ์„ฑ)์˜ ๋ถ„๋ฆฌ๋ฅผ ํ†ตํ•œ ์žฌ์ƒ์žฅ์œผ๋กœ ์ฃผ์ฃผ๊ฐ€์น˜ ์ œ๊ณ  (๋ถ„ํ• ํšŒ์‚ฌ์˜ Valuation ์ƒ์Šน์— ๋”ฐ๋ฅธ ์‹œ์žฅ ์žฌํ‰๊ฐ€๋กœ ํ–ฅํ›„ ๊ธ์ •์ ์ธ ์ฃผ๊ฐ€ ํ๋ฆ„ ๊ธฐ๋Œ€) 3) ๋ฌผ์ ๋ถ„ํ• ๋กœ ํ˜„๋ฌผ์ถœ์ž ์—†์ด๋„ ์ง€์ฃผํšŒ์‚ฌ ์š”๊ฑด ์ถฉ์กฑ์œผ๋กœ ์ง€์ฃผํšŒ์‚ฌ์™€ ์‚ฌ์—…ํšŒ์‚ฌ ๋ชจ๋‘ ์ƒ์žฅ์œ ์ง€ 1) ๊ฐ ํ•ด๋‹น์‚ฌ์—…์— ์ง‘์ค‘ํ•˜์—ฌ ์‚ฌ์—…ํŠน์„ฑ์— ๋งž๋Š” ์˜์‚ฌ๊ฒฐ์ •์ด ๊ฐ€๋Šฅํ•œ ์ง€๋ฐฐ๊ตฌ์กฐ ์ฒด์ œ ํ™•๋ฆฝ 2) ๊ฒฝ์˜์ž์›์˜ ํšจ์œจ์  ๋ฐฐ๋ถ„์„ ํ†ตํ•ด ์‚ฌ์—…๊ฒฝ์Ÿ๋ ฅ ๊ฐ•ํ™”, ์„ฑ์žฅ์ž ์žฌ๋ ฅ ํ™•๋ณด, ๊ฒฝ์˜์œ„ํ—˜์˜ ๋ถ„์‚ฐ ์ถ”๊ตฌ โ–ฃ ์ „๋žต์  ํŒŒํŠธ๋„ˆ์‹ญ ์ถ”์ง„ 1) ๊ณผ๊ฑฐ ์ˆ˜๋…„๊ฐ„ ๊ธ€๋กœ๋ฒŒ ๋„คํŠธ์›Œํฌ ๊ด€๋ จ ์—…๊ณ„๋Š” ํšจ์œจํ™”์™€ ๊ฒฝ์Ÿ๋ ฅ ํ™•๋ณด๋ฅผ ์œ„ํ•ด ํ•ฉ์ข…์—ฐํšก ์ค‘ 2) ๋ถ„ํ•  ์ „ ์œ ๋น„์ฟผ์Šค๋Š” ์‚ฌ์—…๊ทœ๋ชจ ๋Œ€๋น„ ๊ธˆ์œต์ž์‚ฐ ๊ทœ๋ชจ๊ฐ€ ์ปค์„œ, ๋ถ„ํ• ์ „ ๊ตฌ์กฐ๋กœ๋Š” ์ „๋žต์  ํˆฌ์ž์œ ์น˜, ์ž๋ณธ์ œํœด ๋“ฑ์ด ์–ด๋ ค์šด ์ƒํ™ฉ 3) ๋„คํŠธ์›Œํฌ์‚ฌ์—…์˜ ์žฅ๊ธฐ์  ์„ฑ์žฅ์„ ์œ„ํ•ด ์ž๋ณธ๊ณผ ์—ฐ๊ณ„ํ•œ ์ „๋žต์  ํŒŒํŠธ๋„ˆ์‹ญ ์ถ”์ง„ ํšŒ์‚ฌ ๋ถ„ํ•  ๏ฝœ ๋ถ„ํ• ์˜ ๋ฐฐ๊ฒฝ ๋ฐ ๋ชฉ์  10
  • 13. ํšŒ์‚ฌ๋ช… ์‚ฌ์—…๋ถ€๋ฌธ ๋‚ด์šฉ ใˆœ์œ ๋น„์ฟผ์Šค ํ™€๋”ฉ์Šค ์ง€์ฃผ์‚ฌ์—… ์žํšŒ์‚ฌ ๊ด€๋ฆฌ, ๊ฒฝ์˜์ปจ์„คํŒ…, ์ž„๋Œ€์ˆ˜์ต ๋“ฑ ใˆœ์œ ๋น„์ฟผ์Šค ๋„คํŠธ์›Œํฌ์‚ฌ์—… ๊ตญ๋‚ด ๋ฐ ํ•ด์™ธ๋ฅผ ๋Œ€์ƒ์œผ๋กœ ๋„คํŠธ์›Œํฌ ์žฅ๋น„์˜ ๊ฐœ๋ฐœ, ์ƒ์‚ฐ, ํŒ๋งค, ์œ ์ง€๋ณด์ˆ˜ ใˆœ์œ ๋น„์ฟผ์Šค ์ด์•ค์—  E&M์‚ฌ์—… ์‹ ๊ทœ์‚ฌ์—… ๋ฐ M&A ใˆœ์œ ๋น„์ฟผ์Šค ์ธ๋ฒ ์ŠคํŠธ๋จผํŠธ ์‹ ๊ธฐ์ˆ ๊ธˆ์œต์—… ๊ธฐ๊ด€ํˆฌ์ž์ž ์—…๋ฌด ์˜์œ„ (ํˆฌ์ž์กฐํ•ฉ ๊ฒฐ์„ฑ ๋ฐ ์‚ฌ๋ชจํŽ€๋“œ ์šด์˜ ๋“ฑ) Ubiquoss USA, LLC Technical Support ๋ฏธ๊ตญ์‚ฌ์—…์— ๋Œ€ํ•œ ๊ธฐ์ˆ ์ง€์› ๋ถ„ํ•  ํ›„ 11.83% ํšŒ์‚ฌ ๋ถ„ํ•  ๏ฝœ ๋ถ„ํ• ์ „ํ›„ ๊ณ„์—ดํšŒ์‚ฌ ํ˜„ํ™ฉ 11 ๋ถ„ํ•  ์ „
  • 14. Contents ์‚ฌ์—…์ถ”์ง„๊ณ„ํš Vision ๋ฐ ์‚ฌ์—…์ „๋žต ์ œํ’ˆ ๋ฐ ์‚ฌ์—…์˜์—ญ ์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ - ๋ถ๋ฏธ MSO์‹œ์žฅ ๋ณธ๊ฒฉ ์ง„์ž… - ๊ธฐ์—…์‹œ์žฅ์˜ ํ™•๋Œ€ - 5G ๋„คํŠธ์›Œํฌ ์ธํ”„๋ผ ์ฐธ์—ฌ - ์„œ๋น„์Šค ๋ณ€ํ™”์— ๋”ฐ๋ฅธ ๋„คํŠธ์›Œํฌ์˜ ๊ณ ๋„ํ™” 12 (๋„คํŠธ์›Œํฌ์‚ฌ์—…)
  • 15. โ€œGlobal Small Giantsโ€ beyond โ€œAll IP Convergenceโ€ Global Alliance ์‚ฌ์—… Portfolio ํ™•์žฅ ํ•ด์™ธ์‚ฌ์—… Potential Enterprise Market ์ „๋žต์  ํ™•๋Œ€ ๊ฒฌ๊ณ ํ•œ Captive Market โ€œGlobal Small Giantsโ€๋กœ ๋„์•ฝ โ€ข 4์ฐจ ์‚ฐ์—…ํ˜๋ช…์˜ ํ•ต์‹ฌ๊ธฐ๋ฐ˜ โ€œIP Connectivityโ€ โ€ข IP Core Competency ๋ฐ”ํƒ•์œผ๋กœ Seamlessly ICT ์œต๋ณตํ•ฉ ์‚ฌ์—…์œผ๋กœ ํ™•์žฅ (SDN, ๋ณด์•ˆ ๋“ฑ) โ€ข Traffic ์ฆ๊ฐ€์— ๋”ฐ๋ฅธ ์ง€์†์ ์ธ ํˆฌ์ž์ˆ˜์š” (5G, UHD, IoT ๋“ฑ) โ€œAll IPโ€ era โ€ข Global ๊ธฐ์—…๊ณผ์˜ ์ „๋žต์  ํ˜‘์—…์„ ํ†ตํ•ด Global Allied Company๋กœ Positioning ๋ถ๋ฏธ MSO์‹œ์žฅ Potential โ€ข ๊ธฐ์—…/๊ณต๊ณต๊ธฐ๊ด€ ์‹œ์žฅ ํ™•๋Œ€ (IDCโˆ™๊ณต๊ณต๋ง ์‚ฌ์—… ๋“ฑ) โ€ข 2020๋…„๊นŒ์ง€ ๋งค์ถœ 350์–ต ์ด์ƒ ํ™•๋Œ€ ๊ธฐ์—…/๊ณต๊ณต์‹œ์žฅ ์‚ฌ์—…ํ™•์žฅ Carrier์‹œ์žฅ์—์„œ M/S ์œ ์ง€ โ€ข ์‚ฌ์—…ํ™˜๊ฒฝ ๋ณ€ํ™”์— ๋”ฐ๋ฅธ ์‹œ์žฅ์ˆ˜์š” ๋ณ€๋™์€ ๋ถˆ๊ฐ€ํ”ผ โ€ข ์‚ฌ์—…์ž ์ตœ์ ํ™”โˆ™์ฐจ๋ณ„ํ™”๋œ Value added ์ œํ’ˆ๊ตฐ์„ ๋ฐ”ํƒ•์œผ๋กœ ๊ตญ๋‚ด 1์œ„ M/S ์ง€์† ์œ ์ง€ โ€ข Carrier์‹œ์žฅ์€ ๋‹น์‚ฌ์˜ ๊ณต๊ณ ํ•œ ์‚ฌ์—…๊ธฐ๋ฐ˜ Vision ๋ฐ ์‚ฌ์—…์ „๋žต โ€ข DPoE ๊ธฐ์ˆ ์„ ํ™œ์šฉํ•œ ๋ถ๋ฏธ MSO FTTH์‹œ์žฅ ์ง„์ž… โ€ข New Partner โ€œADTRANโ€๊ณผ ๋ณธ๊ฒฉ ๊ถค๋„ ์ง„์ž… โ€ข ๋Œ€๊ทœ๋ชจ ๊ฐ€์ž…์ž๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋Š” ๋ถ๋ฏธ MSO์˜ ์ฐจ์„ธ๋Œ€ ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ์‚ฌ์—…์œผ๋กœ ์ ์ง„์ ์ด๋‚˜ Potential์ด ํฐ ์‚ฌ์—… 13
  • 16. ์ œํ’ˆ ๋ฐ ์‚ฌ์—…์˜์—ญ 14 โ€ข ๊ตญ๋‚ด ์ฃผ์š” ์‚ฌ์—…์ž ์‹œ์žฅ 60% ์ด์ƒ์˜ ๊ณต๊ณ ํ•œ M/S ํ™•๋ณด โ€ข Beyond Access : Core/Edge Market์œผ๋กœ์˜ ์‚ฌ์—… coverage ํ™•์žฅ ๋ฐ ์„ฑ์žฅ ๋™๋ ฅ ๊ฐ•ํ™” โ€ข 5G ๋„คํŠธ์›Œํฌ ์ธํ”„๋ผ ์‚ฌ์—… ์ฐธ์—ฌ (Backhaul & Fronthaul) โ€ข ์ง€์†์ ์ธ Traffic ์ฆ๊ฐ€์— ๋”ฐ๋ฅธ ๋„คํŠธ์›Œํฌ ๊ณ ๋„ํ™” ํˆฌ์ž (1G/10G and above) โ€ข MSO, ๊ฑด์„ค์‚ฌ, ํฌํƒˆ, IDC ๋“ฑ ๋‹ค์–‘ํ•œ ์‹œ์žฅ์— ์„ฑ๊ณต์  ์ง„์ž… ๋ฐ M/S ํ™•๋Œ€ โ€ข ์‚ผ์„ฑ์ „์ž, LG Ericson ๋“ฑ์˜ major vendor OEM ์‚ฌ์—… โ€ข ์ฃผ์š” ๊ทธ๋ฃน์‚ฌ ๋„คํŠธ์›Œํฌ์žฅ๋น„ ๊ณต๊ธ‰ (์‹ ์„ธ๊ณ„ ๊ทธ๋ฃน ๋“ฑ) โ€ข High Entry Barrier ๊ทน๋ณต ๋ฐ ๋‹ค์–‘ํ•œ reference ํ™•๋ณด์— ๋”ฐ๋ฅธ ์„ฑ์žฅ ๊ฐ€์†ํ™” ๊ธฐ๋Œ€ ๊ธฐ๋ฐ˜์‚ฌ์—… Enterprise ์‚ฌ์—… Global ์‚ฌ์—… โ€ข DPoE based 10G-EPON ์žฅ๋น„ ๋ถ๋ฏธ ์ตœ๋Œ€ MSO์ธ Charter ๊ณต๊ธ‰์‚ฌ๋กœ ์„ ์ • : 2017๋…„ Trial & ๋ณธ์‚ฌ์—… ์ถ”์ง„ : ๊ธฐํƒ€ Cablevision, Shaw ๋“ฑ ๋ถ๋ฏธ MSO ์‹œ์žฅ reference ํ™•๋ณด โ€ข Global Major Vendor ์™€์˜ ์‚ฌ์—… ํ˜‘๋ ฅ Eco system ๊ตฌ์ถ• โ€ข Industry 4.0์˜ ํ•ต์‹ฌ๊ธฐ๋ฐ˜์ธ IP Connectivity ์˜์—ญ : SDN, UHD, ๋ณด์•ˆ, IoT, Smart Factory etc. โ€ข ICT ์œต๋ณตํ•ฉ ์‚ฌ์—… : IP Core Competency์— ๊ธฐ๋ฐ˜ํ•œ seamlessํ•œ ์ง„์ž… (SDN, ๋ณด์•ˆ ๋“ฑ) ๋ฏธ๋ž˜ ์‚ฌ์—…
  • 17. ๋ถ๋ฏธ MSO Cable์‚ฌ์—…์ž๋“ค์˜ DPoE ๊ธฐ์ˆ ์„ ํ†ตํ•œ ์ด๋”๋„ท ๊ธฐ๋ฐ˜์˜ ํ†ต์‹ ์ธํ”„๋ผ ํˆฌ์ž ํ™•๋Œ€ โ‘  ์ด๋”๋„ท(IP) ๊ธฐ์ˆ ์„ ์ด์šฉํ•œ Carrier์˜ ์ธํ„ฐ๋„ท์„œ๋น„์Šค๋Š” ๊ณ ๋„ํ™” ๋œ ๋ฐ˜๋ฉด, Cable์—…์ฒด๋Š” ๋ง ๊ณ ๋„ํ™” ํˆฌ์ž์˜ ์ดˆ๊ธฐ ์ƒํƒœ โ‘ก Cable์—…์ฒด์˜ ์ด๋”๋„ท(IP) ๊ธฐ์ˆ ์ธ DPoE ์†”๋ฃจ์…˜์€ ์ „์„ธ๊ณ„์ ์œผ๋กœ ๋‹น์‚ฌ ์ด์™ธ 3๊ฐœ ์—…์ฒด(Nokia, Sumitomo, Arris)๋งŒ์ด ์‹œ์žฅ์— ์ฐธ์—ฌํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, MSO์‹œ์žฅ์ด ํฐ ๋ถ๋ฏธ๋ถ€ํ„ฐ ๊ฒฝ์Ÿ์ด ์‹œ์ž‘๋˜์—ˆ์Œ โ‘ข ๋ฏธ๊ตญ์€ ํŠธ๋Ÿผํ”„ ์ฒด์ œ ์ถœ๋ฒ”์œผ๋กœ โ€œ1์กฐ๋‹ฌ๋Ÿฌ SOC ํˆฌ์ž๊ณ„ํšโ€์„ ๋ฐœํ‘œ, ๊ฑด์„ค, ํ† ๋ชฉ ๋ฐ ํ†ต์‹ ์ธํ”„๋ผ์— ๋Œ€ํ•œ ๋Œ€๊ทœ๋ชจ ํˆฌ์ž ์˜ˆ์ƒ ์ƒ๋Œ€์ ์œผ๋กœ ์ทจ์•ฝํ•œ ๋ฏธ๊ตญ์˜ ํ†ต์‹ ์ธํ”„๋ผ์— ๋Œ€ํ•œ ํˆฌ์ž๊ฐ€ ๋ณธ๊ฒฉํ™” ๋  ๊ฒƒ์œผ๋กœ ์ „๋ง โ‘ฃ ๊ธฐ์กด CommScope๋Š” ๊ด‘ํ†ต์‹  ์ผ€์ด๋ธ” ํšŒ์‚ฌ๋กœ์„œ ๋‹น์‚ฌ์˜ PON ์ œํ’ˆ์œผ๋กœ ์‹ ๊ทœ์‚ฌ์—…์„ ์ถ”์ง„ํ•˜์˜€์œผ๋‚˜, ์ „๋ฌธ์„ฑ ๋ถ€์กฑ์— ๋”ฐ๋ฅธ ์‚ฌ์—…๋ถ€์ง„์œผ๋กœ ๋‹น์‚ฌ์˜ ํŒŒํŠธ๋„ˆ์‹ญ ๋ณ€๊ฒฝ์š”๊ตฌ์— ํ•ฉ์˜ โ‘ค ADTRAN์ด ๋ถ๋ฏธ MSO์‹œ์žฅ์„ ํƒ€๊ฒŸํŒ… ํ•˜๊ณ  ์žˆ๋Š” 3์‚ฌ(Nokia, Sumitomo, Arris)์™€์˜ ์‚ฌ์—…๊ถŒ ์ธ์ˆ˜๊ฒฝ์Ÿ์„ ํ†ตํ•ด ์ตœ์ข…์ ์œผ๋กœ ์„ ์ •, ๋‹น์‚ฌ์™€ ์ƒˆ๋กœ์šด ํ˜•ํƒœ์˜ ์ œํ’ˆ๊ณต๊ธ‰๊ณ„์•ฝ์„ ์ฒด๊ฒฐ(2016๋…„ 11์›”) ํ•˜๋ฉด์„œ ๋ณธ๊ฒฉ์ ์ธ ๊ณต๋™์‚ฌ์—…์„ ๊ฐœ์‹œ โ‘ฅ ADTRAN๊ณผ๋Š” ๋ถ๋ฏธ MSO ์‹œ์žฅ์— ๋‚ฉํ’ˆ๋˜๋Š” ๋‹น์‚ฌ ๊ณ ์œ ์˜ ๊ธฐ์ˆ ์ธ DPoE ์†”๋ฃจ์…˜์„ ํ™œ์šฉํ•œ ๋‹น์‚ฌ PON ์ œํ’ˆ์— ๋Œ€ํ•ด์„œ ์ƒํ˜ธ ๋…์ ๊ถŒ์„ ์ธ์ •ํ•จ์œผ๋กœ์„œ ์‚ฌ์—…์ ์œผ๋กœ Binding โ€ป DPoE : DOCSIS Provisioning of Ethernet (DOCSIS ๋ฐฉ์‹์œผ๋กœ EPON ํ˜ธํ™˜์ด ๊ฐ€๋Šฅํ•œ ๊ธฐ์ˆ ) โ€ป DOCSIS : ์ผ€์ด๋ธ”๋ง ์ด์šฉํ•œ ๋ฐ์ดํ„ฐํ†ต์‹  ์„œ๋น„์Šค ํ‘œ์ค€๊ทœ๊ฒฉ ํšŒ ์‚ฌ ๋ช… ADTRAN (ADTN - NASDAQ) ํšŒ์‚ฌ์„ค๋ฆฝ 1985 ์‚ฌ์—…์˜์—ญ TPS์„œ๋น„์Šค, ์ธํ„ฐ๋„ท ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋„คํŠธ์›Œํฌ ์žฅ๋น„ ๊ณต๊ธ‰ ๋งค ์ถœ ์•ก 600M$ (์•ฝ 7,200์–ต) ์ž„์ง์›์ˆ˜ 1,991๋ช… (2015๋…„ ๊ธฐ์ค€) ์ž์‚ฐ๋ถ€์ฑ„ ์ž์‚ฐ 633M$, ๋ถ€์ฑ„ 153M$ (๋ถ€์ฑ„๋น„์œจ 31.8%) ์ž ํšŒ ์‚ฌ 29๊ฐœ ์‚ฌ ์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ ๋ถ๋ฏธ MSO์‹œ์žฅ ๋ณธ๊ฒฉ ์ง„์ž… 15
  • 18. ๊ธฐ์—…์‹œ์žฅ ์‚ฌ์—…ํ™•๋Œ€๋กœ ํ†ต์‹ ์‚ฌ์—…์ž ์ค‘์‹ฌ์˜ ๋งค์ถœ๊ตฌ์กฐ ๊ฐœ์„  โ‘  ๋‹น์‚ฌ ENT์‚ฌ์—…๋ถ€์˜ ๋งค์ถœ์•ก์€ ๊ณผ๊ฑฐ 3๋…„๊ฐ„ ๊พธ์ค€ํžˆ ์„ฑ์žฅํ•˜๊ณ  ์žˆ์–ด ์ค‘์žฅ๊ธฐ์ ์œผ๋กœ ์•ˆ์ •์  ์‚ฌ์—…๊ธฐ๋ฐ˜์„ ๋‹ฌ์„ฑํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ์ „๋ง โ‘ก ์™ธ์‚ฐ์žฅ๋น„์—…์ฒด์˜ ์ดˆ์ฐฝ๊ธฐ ์‹œ์žฅ ์„ ์ ์œผ๋กœ ์ธํ•˜์—ฌ ๊ธฐ์กด ๊ณ ๊ฐ์˜ ์ถฉ์„ฑ๋„๊ฐ€ ๋†’์€ ์ƒํ™ฉ์—์„œ, ๋‹น์‚ฌ๋ฅผ ๋น„๋กฏํ•œ ๊ตญ๋‚ด ์žฅ๋น„์—…์ฒด๋“ค์€ ๊ธฐ์ˆ ๋ ฅ, ๊ฐ€๊ฒฉ๊ฒฝ์Ÿ๋ ฅ, A/S ๋“ฑ์˜ ๊ฐ•ํ™”๋ฅผ ํ†ตํ•˜์—ฌ ์‹œ์žฅ ์ง„์ž… ์ค‘ โ‘ข ์‹œ์žฅ ๋‚ด ๋‹น์‚ฌ ์ œํ’ˆ์˜ ์‚ฌ์šฉ๋นˆ๋„๋ฅผ ๋†’์ด๋Š” ์˜์—…๋ ฅ์ด ์ค‘์š”ํ•˜๊ธฐ ๋•Œ๋ฌธ์— ์˜์—…์ฑ„๋„์„ ํ™•๋ณด์— ๋…ธ๋ ฅ โ‘ฃ Field Reference๊ฐ€ ๋ฌด์—‡๋ณด๋‹ค ์ค‘์š”ํ•œ ์‹œ์žฅ์œผ๋กœ ๋Œ€๊ธฐ์—…, ์ค‘๊ฒฌ๊ธฐ์—… ๋Œ€์ƒ์œผ๋กœ ๋‚ฉํ’ˆ ์ถ”์ง„์ค‘ (์‚ผ์„ฑ์ „์žโˆ™์‹ ์„ธ๊ณ„๊ทธ๋ฃน ๋‚ด ์žฅ๋น„ ๊ตฌ์ถ• ์ค‘) โ‘ค ๊ตญ์‚ฐ์žฅ๋น„์— ๋Œ€ํ•œ ์‹ ๋ขฐ์„ฑ ๊ฐœ์„  ๋ฐ ๊ณต๊ธ‰์ด๋ ฅ ํ™•๋ณด์— ๋”ฐ๋ผ ์™ธ์‚ฐ์žฅ๋น„์™€ ๋ณธ๊ฒฉ ๊ฒฝ์Ÿ ๊ฐ€๋Šฅ ์—ฐ๋„ 2014๋…„ 2015๋…„ 2016๋…„ 2017๋…„(E) ๋งค์ถœ์•ก 100์–ต 150์–ต 215์–ต 250์–ต ์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ ๊ธฐ์—…์‹œ์žฅ ํ™•๋Œ€ ๊ฑด์„ค์‚ฌ MSO ํŒŒํŠธ๋„ˆ ใ€ฎ ๊ณต๊ณต๊ธฐ๊ด€ 16
  • 19. ์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ 5G ๋„คํŠธ์›Œํฌ ์ธํ”„๋ผ ์ฐธ์—ฌ 5G๋Š” ์‚ฌ๋ฌผ์ธํ„ฐ๋„ท(IoT), Connected Car, ์ž์œจ์ฃผํ–‰์ฐจ, ์ธ๊ณต์ง€๋Šฅ(AI) ๋“ฑ ๋‹ค์–‘ํ•œ ๋ฏธ๋ž˜๊ธฐ์ˆ ์˜ 4์ฐจ ์‚ฐ์—…ํ˜๋ช… ํ•ต์‹ฌ ์ธํ”„๋ผ โ‘  2017๋…„ ํ‰์ฐฝ์˜ฌ๋ฆผํ”ฝ์—์„œ 5G ์‹œ๋ฒ”์„œ๋น„์Šค ์˜ˆ์ • (KT) โ‘ก 2018๋…„ ๋ถ€ํ„ฐ 5G์— ๋Œ€ํ•œ ๋ณธ๊ฒฉ ํˆฌ์ž ์ „๋ง (2019๋…„ ๋ณธ๊ฒฉ์  ์ƒ์šฉํ™”) โ‘ข ๋‹น์‚ฌ๋Š” 4G์—์„œ์˜ ๊ฒฝํ—˜๊ณผ ๊ธฐ์ˆ ๋ ฅ์„ ๋ฐ”ํƒ•์œผ๋กœ 5G์˜ Backhaul & Fronthaul ๋„คํŠธ์›Œํฌ ์žฅ๋น„ ๊ณต๊ธ‰ ์˜ˆ์ • ๋Œ€์—ญํญ ์ฆ๊ฐ€ : 1Gbps ์ดํ•˜ 25Gbps Cell ๋ฐ˜๊ฒฝ ์ถ•์†Œ : ๊ธฐ์ง€๊ตญ ์ˆ˜, ์œ ์„  ๋„คํŠธ์›Œํฌ ์ฆ๊ฐ€ MacroCell๊ณผ SmallCell ํ˜ผ์šฉ : ์„ ๋กœ ์ ˆ๊ฐ์„ ์œ„ํ•ด PON ์‚ฌ์šฉ C-RAN ๊ตฌ์กฐ์— ๋”ฐ๋ฅธ Fronthaul ๋„คํŠธ์›Œํฌ ๋ณ€ํ™” : WDM โ†’ ํŒจํ‚ท ์Šค์œ„์นญ ์žฅ๋น„ 17 ๊ณ ์šฉ๋Ÿ‰ ๊ณ ์ง‘์„  ์žฅ๋น„๋กœ์˜ ์—…๊ทธ๋ ˆ์ด๋“œ ํ•„์š”
  • 20. ์‚ฌ์—…์ถ”์ง„ ์„ธ๋ถ€๋‚ด์šฉ ๏ฝœ ์„œ๋น„์Šค ๋ณ€ํ™”์— ๋”ฐ๋ฅธ ๋„คํŠธ์›Œํฌ์˜ ๊ณ ๋„ํ™” ์„œ๋น„์Šค ๊ณ ๋„ํ™”์—๋”ฐ๋ฅธ ๋ง‰๋Œ€ํ•œ ๋ฐ์ดํ„ฐ ์ฒ˜๋ฆฌ๋ฅผ ์œ„ํ•ด์„œ๋Š” ์œ ์„  ์ธํ„ฐ๋„ท,์ด๋™ํ†ต์‹ ,๋ฐฉ์†ก๋ง๊นŒ์ง€์ƒˆ๋กœ์šด ๋„คํŠธ์›Œํฌ๊ณ ๋„ํ™”๊ฐ€์š”๊ตฌ 1) ์œ ์„ ์ธํ„ฐ๋„ท : ๊ธฐ๊ฐ€์ธํ„ฐ๋„ท โ€ข ๊ธฐ๊ฐ€ ์ธํ„ฐ๋„ท ๋„์ž… ํ™•์‚ฐ์œผ๋กœ ๋Œ€์šฉ๋Ÿ‰, ์ดˆ๊ณ ํ™”์งˆ์˜ ๋ฏธ๋””์–ด ์ฝ˜ํ…์ธ  ํ™•์‚ฐ ๊ฐ€๋Šฅ โ€ข 1G ๊ฐ€์ž…์ž ์†๋„, 10G ํŠธ๋ ํฌ ์†๋„ ํ™•๋ณด๋ฅผ ์œ„ํ•œ ํˆฌ์ž ์ฆ๊ฐ€ โ€ข ๋‹จ๊ธฐ์ ์œผ๋กœ UHD ์ง€์ƒํŒŒ ๋ฐฉ์†ก, ์žฅ๊ธฐ์ ์œผ๋กœ ํด๋ผ์šฐ๋“œ ์„œ๋น„์Šค์˜ ํ™•๋Œ€๊ฐ€ ํŠธ๋ž˜ํ”ฝ์˜ ์šฉ๋Ÿ‰์„ ์ฆ๊ฐ€์‹œํ‚ฌ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ โ€ข 5G๋Š” 28GHz์˜ ๊ณ ๋Œ€์—ญ ์ฃผํŒŒ์ˆ˜๋ฅผ ์‚ฌ์šฉํ•ด ๋ฐ์ดํ„ฐ ์ฒ˜๋ฆฌ์†๋„์™€ ์šฉ๋Ÿ‰์ด ๋Œ€ํญ ํ–ฅ์ƒ๋  ์ „๋ง โ€ข ITU๊ฐ€ ์ •์˜ํ•œ 5G ์ด๋™ํ†ต์‹ ์˜ ์ถฉ์กฑ ์†๋„๋Š” 20Gbps ์ด์ƒ (LTE ๋Œ€๋น„ 200๋ฐฐ) โ€ข 5G ์ด๋™ํ†ต์‹ ๋ง์˜ ๋„์ž…์„ ์œ„ํ•ด์„œ๋Š” 5G ๊ธฐ์ง€๊ตญ ์—ฐ๊ฒฐ์„ ์œ„ํ•œ ๊ณ ์šฉ๋Ÿ‰ ์œ ์„  ๋„คํŠธ์›Œํฌ ํˆฌ์ž๊ฐ€ ํ•„์ˆ˜์ ์ž„. ์ฐจ์„ธ๋Œ€ ์„œ๋น„์Šค์˜ ๋ณ€ํ™” ๋„คํŠธ์›Œํฌ ๊ณ ๋„ํ™” ์š”๊ตฌ 1. ์ง€์ƒํŒŒ UHD โ€ข 17๋…„ 9์›”๋ถ€ํ„ฐ ์ง€์ƒํŒŒ ์ดˆ๊ณ ํ•ด์ƒ๋„(UHD) ๋ฐฉ์†ก ๊ฐœ์‹œ โ€ข ์ผ€์ด๋ธ”๋ฐฉ์†ก, IPTV ๋“ฑ ์œ ๋ฃŒ๋ฐฉ์†ก์„ ํ†ตํ•ด์„œ ์‹œ์ฒญ ๊ฐ€๋Šฅ 2. ๊ฐ€์ƒํ˜„์‹ค(VR) / ์ฆ๊ฐ•ํ˜„์‹ค(AR) โ€ข ์›๊ฒฉ์— ์œ„์น˜ํ•œ ์‹ค์ œํ™˜๊ฒฝ์„ ์‚ฌ์šฉ์ž์˜ ์œ„์น˜๋กœ ๊ฐ€์ ธ์˜ค๋Š” Teleportation์ด ๊ฐ€๋Šฅ โ€ข ํ˜„์‹ค์— ๊ฐ€๊นŒ์šด ์‹ค๊ฐํ™˜๊ฒฝ์„ ์ œ๊ณตํ•˜๋Š” AR/VR ์„œ๋น„์Šค ๊ฐ€๋Šฅ 4. ์–‘๋ฐฉํ–ฅ ์ดˆ์‹ค์‹œ๊ฐ„ ์„œ๋น„์Šค โ€ข ์‚ฌ์šฉ์ž๊ฐ€ ์ƒ๊ฐํ•˜๋Š” ์ˆœ๊ฐ„ ๋ฐ˜์‘ํ•˜๋Š” ์ดˆ์‹ค์‹œ๊ฐ„ ์„œ๋น„์Šค ๊ฐ€๋Šฅ โ€ข ์›๊ฒฉ ์˜๋ฃŒ ์„œ๋น„์Šค, ๊ณต์žฅ ์ดˆ์ •๋ฐ€ ์ž๋™ํ™”, ์ž์œจ์ฃผํ–‰์ฐจ ๋“ฑ 3. ํด๋ผ์šฐ๋“œ ํŠธ๋ž˜ํ”ฝ์˜ ์ฆ๊ฐ€ โ€ข 2020๋…„๊นŒ์ง€ ์ „์„ธ๊ณ„ ํด๋ผ์šฐ๋“œ ํŠธ๋ž˜ํ”ฝ์ด ์ „์ฒด ํŠธ๋ž˜ํ”ฝ์˜ 92% ์ฐจ์ง€ ์˜ˆ์ • [์‹œ์Šค์ฝ” 2015-2020 ๊ธ€๋กœ๋ฒŒ ํด๋ผ์šฐ๋“œ ์ธ๋ฑ์Šค] 2) ๋ฌด์„ ์ธํ„ฐ๋„ท : 5G๋กœ์˜ ์ „ํ™˜ โ€ข ๊ธฐ์—… ๋„คํŠธ์›Œํฌ์˜ ๋ณด์•ˆ์„ฑ, ์šด์šฉ์„ฑ ๋ฐ ๋น…๋ฐ์ดํ„ฐ ํ™œ์šฉ ๋“ฑ์„ ์œ„ํ•œ ์‚ฌ์„ค ๋ฐ ๊ณต์šฉ ํด๋ผ์šฐ๋“œ ๊ธฐ๋ฐ˜์˜ ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ํ™œ์„ฑํ™” ์˜ˆ์ƒ โ€ข ๋‚ด๋ถ€ ๋„คํŠธ์›Œํฌ ๋ณด์•ˆ ๋ฐ ๊ด€๋ฆฌ, ๋„คํŠธ์›Œํฌ ๊ฐ€์‹œ์„ฑ ์ œ๊ณต, ์‘์šฉ ํŠธ๋ž˜ํ”ฝ ์ œ์–ด ๋“ฑ๊ณผ ๊ฐ™์ด ์ง€๋Šฅํ˜• ๋„คํŠธ์›Œํฌ๋กœ์˜ ์ง„ํ™” ์š”๋ง 3) ๊ธฐ์—… ๋„คํŠธ์›Œํฌ ๊ณ ๋„ํ™” 18
  • 21. Appendix ์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์  ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ Carrier์‹œ์žฅ ์ธํ„ฐ๋„ท ์„œ๋น„์Šค ๋ฐฉ์‹ ์ธํ„ฐ๋„ท ๋ง๊ตฌ์กฐ์™€ ๋‹น์‚ฌ ์ œํ’ˆ๊ตฐ FTTx Solution Group DPoE Solution Group Switch Solution Group DSL Solution Group 19 ๊ฐœ๋ณ„ ๊ธฐ์—…์ง‘๋‹จ
  • 22. 20,993 28,731 21,342 940 21,646 27,947 21,461 706 0 10,000 20,000 30,000 2014 2015 2016 2017 1Q 25.3% 27.3% 14.0% 41.0% 18.5% 18.0% 18.9% 14.3% 10.0% 20.0% 30.0% 40.0% 2014 2015 2016 2017 1Q 223,716 257,508 243,045 79,526 45,152 55,168 29,852 23,134 - 80,000 160,000 240,000 2014 2015 2016 2017 1Q 113,313 159,767 113,013 6,587 0 40,000 80,000 120,000 160,000 2014 2015 2016 2017 1Q ์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์  ๏ฝœ ๊ฐœ๋ณ„ โ–ฃ ๋งค์ถœ์•ก (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) ์ž์‚ฐ ๋ถ€์ฑ„ โ–ฃ ์ž์‚ฐ ๊ตฌ์กฐ โ–ฃ ์˜์—…์ด์ต/๋‹น๊ธฐ์ˆœ์ด์ต (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) โ–ฃ ๋ถ€์ฑ„๋น„์œจ/์˜์—…์ด์ต๋ฅ  ์˜์—…์ด์ต๋ฅ  โ–  ์˜์—…์ด์ต โ–  ๋‹น๊ธฐ์ˆœ์ด์ต ๋ถ€์ฑ„๋น„์œจ 20 ์ธ์ ๋ถ„ํ• ๋กœ ์ธํ•˜์—ฌ ์‹ ์„ค๋ฒ•์ธ์˜ ์„ค๋ฆฝ์ผ์ธ 2017. 3. 1 ๋ถ€ํ„ฐ์˜ ๋„คํŠธ์›Œํฌ์‚ฌ์—…์— ๋Œ€ํ•œ 1๋ถ„๊ธฐ ๋งค์ถœ์•ก
  • 23. 25.4% 27.2% 14.9% 5.8% 17.8% 18.2% 20.1% 39.5% 5.0% 15.0% 25.0% 35.0% 2014 2015 2016 2017 1Q 21,392 29,506 24,293 479 21,223 29,510 23,925 0 10,000 20,000 30,000 40,000 2014 2015 2016 2017 1Q 225,601 260,012 250,106 176,194 45,639 55,593 32,354 9,656 - 80,000 160,000 240,000 2014 2015 2016 2017 1Q 119,854 162,331 120,672 1,213 0 40,000 80,000 120,000 160,000 2014 2015 2016 2017 1Q ์žฌ๋ฌด๊ตฌ์กฐ ๋ฐ ๊ฒฝ์˜์‹ค์  ๏ฝœ ๊ธฐ์—…์ง‘๋‹จ ใˆœ์œ ๋น„์ฟผ์Šคํ™€๋”ฉ์Šค โ–ฃ ๋งค์ถœ์•ก (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) ์ž์‚ฐ ๋ถ€์ฑ„ โ–ฃ ์ž์‚ฐ ๊ตฌ์กฐ โ–ฃ ์˜์—…์ด์ต/๋‹น๊ธฐ์ˆœ์ด์ต (๋‹จ์œ„: ๋ฐฑ๋งŒ์›) โ–ฃ ๋ถ€์ฑ„๋น„์œจ/์˜์—…์ด์ต๋ฅ  ์˜์—…์ด์ต๋ฅ  โ–  ์˜์—…์ด์ต โ–  ๋‹น๊ธฐ์ˆœ์ด์ต ๋ถ€์ฑ„๋น„์œจ 21 ์กด์†๋ฒ•์ธ์˜ ๋ถ„ํ• ๋กœ ๋ณ€๊ฒฝ๋œ ์‚ฌ์—…๋ชฉ์ ์— ๋Œ€ํ•œ 1๋ถ„๊ธฐ ๋งค์ถœ์•ก 93,538 (์ค‘๋‹จ์˜์—…์ฒ˜๋ถ„์ด์ต ํฌํ•จ)
  • 24. ๊ฐ€์ž…์ž ์—‘์„ธ์Šค ์ง‘์„  ์—์ง€ ์ฝ”์–ด ์•„ํŒŒํŠธ ๊ตฌ๋‚ด๋ง ๊ตญ์‚ฌ 1 2 3 ONT L2์Šค์œ„์น˜ ๋Œ€์šฉ๋Ÿ‰ OLT ONU ๋Œ€์šฉ๋Ÿ‰ L3์Šค์œ„์น˜ L3์Šค์œ„์น˜ ์ฝ”์–ด๋ง์šฉ ๋ผ์šฐํ„ฐ Edge๊ธ‰ ์Šค์œ„์น˜ ๋ชจ๋Ž€ DSLAM L3์Šค์œ„์น˜ ์ธํ„ฐ๋„ท ๋ถ„๋ฐฐ๊ธฐ ๊ตญ์‚ฐ ์žฅ๋น„ ์ตœ์ดˆ ํ…Œ๋ผ์Šค์œ„์น˜ ์ƒ์šฉํ™” โ‘  FTTH ๋ฐฉ์‹ ์ฝ”์–ด๋ง ์—์ง€/์ง‘์„ ๋ง ๋ถ„๋ฐฐ๊ธฐ ONU (L2, ๋™ ์žฅ๋น„ํ•จ) PC/IPTV/์ „ํ™” ONT (๋ชจ๋Ž€, ๋Œ๋‚ด) PC/IPTV/์ „ํ™” โ‘ก ๊ด‘๋žœ ๋ฐฉ์‹ ์ฝ”์–ด๋ง ์—์ง€/์ง‘์„ ๋ง L3์Šค์œ„์น˜(๋‹จ์ง€ ๊ทœ๋ชจ) L2์Šค์œ„์น˜(๋™ ์žฅ๋น„ํ•จ) PC/IPTV/์ „ํ™” โ‘ข xDSL๋ฐฉ์‹ ์ฝ”์–ด๋ง ์—์ง€/์ง‘์„ ๋ง L3์Šค์œ„์น˜(๋‹จ์ง€ ๊ทœ๋ชจ) DSLAM(๋™ ์žฅ๋น„ํ•จ) DSL ๋ชจ๋Ž€ PC GAM(๋™ ์žฅ๋น„ํ•จ) GNT PC/IPTV/์ „ํ™” LAN์„  ๊ด‘์„ฌ์œ  ์ „ํ™”์„  ๊ฐ€์ž…์ž ๋Œ๋‚ด 22 ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ Carrier์‹œ์žฅ ์ธํ„ฐ๋„ท ์„œ๋น„์Šค ๋ฐฉ์‹
  • 25. ONT ONU VDSL DSLAM U3024B C301P Modem IP STB L2 Switch L3 Aggregation Switch Home Gateway E3000/E5000 series IP STB IP STB E6100 Aggregation E7508 E8013 Edge 4G LTE CSR Remote OLT 10G-EPON Metro Ethernet FTTH U9008C IP STB Core P8000 series E3000/E5000 series C500 seriesE8013 E8013 E8013 CE7010 CE7010 CE7010CE7010 4G LTE eNodeBAntenna, RU Antenna, RU U9500H C301G G.hn GNT U4124B G.hn GAM E6100 E6100 C301G G.hn GNT U4124B G.hn GAM E3000/E5000 series E3000/E5000 series MBH Legend P8000 series E7508 4G LTE eNodeB Aggregation ๊ตญ๋‚ด ์—…์ฒด ์ค‘ ์œ ์ผํ•œ End to End Total Solution ์ œ๊ณต GiGA WireGiGA Wire 23 ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ ์ธํ„ฐ๋„ท ๋ง๊ตฌ์กฐ์™€ ๋‹น์‚ฌ ์ œํ’ˆ๊ตฐ
  • 26. FTTx๋Š” ๊ด‘์ผ€์ด๋ธ”์„ ํ†ตํ•ด ์ดˆ๊ณ ์† ์ธํ„ฐ๋„ท ํ†ต์‹  ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•˜๋Š” ๋„คํŠธ์›Œํฌ ์†”๋ฃจ์…˜์ž…๋‹ˆ๋‹ค. ์œ ๋น„์ฟผ์Šค๋Š” FTTx ์„œ๋น„์Šค๋ฅผ ์œ„ํ•œ OLT/ONU/ONT ์ „ ์ œํ’ˆ์„ ๋ณด์œ ํ•˜์—ฌ ๊ณ ๊ฐ์—๊ฒŒ ๋น„์šฉ ํšจ์œจ์ ์ธ Total Solution์„ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค. <10G EPON OLT> <1G EPON/GPON OLT> <EPON/HFC Hybrid OLT> <Small size MDU> <Mid size MDU> <1G EPON Bridge ONU> <1G EPON Gateway ONU> <10G EPON Bridge ONU> <10G EPON Gateway ONU> MDU OLT ONU ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ FTTx Solution Group 24
  • 27. ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ DPoE Solution Group DPoE๋Š” ์ผ€์ด๋ธ” ๋ง ๊ตฌ์กฐ์—์„œ PON ๋ฐฉ์‹์„ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๋„๋ก ๊ณ ์•ˆ๋œ ๊ธฐ์ˆ ์ž…๋‹ˆ๋‹ค. ์œ ๋น„์ฟผ์Šค์˜ DPoE ์†”๋ฃจ์…˜์€ DPoE ๊ทœ๊ฒฉ์ด ์ ์šฉ๋˜์–ด ์žˆ์–ด, ์ผ€์ด๋ธ” ์‚ฌ์—…์ž๊ฐ€ ๊ธฐ ์„ค์น˜๋œ ์ผ€์ด๋ธ” ์ธํ”„๋ผ์˜ ๊ต์ฒด ์—†์ด ๊ณ ๊ฐ์˜ Needs์— ๋”ฐ๋ผ ๋‹ค์–‘ํ•œ ์„œ๋น„์Šค๋ฅผ ๋™์‹œ์— ์ œ๊ณตํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. <10G Headend OLT> <Remote OLT> <Strand-Mount OLT> <Box Type Remote OLT> <Next Gen. Headend OLT> <1G Bridge ONU> <10G Bridge ONU> <10G Gateway ONU> <Chassis based 1G/10G MDU> <XF3/6 platform based ONU> OLT ONU 25
  • 28. ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ Switch Solution Group ์ž์ฒด ๊ธฐ์ˆ ๋ ฅ์œผ๋กœ ๊ฐœ๋ฐœ๋œ ๊ตญ๋‚ด ์ตœ์ดˆ ๋Œ€์šฉ๋Ÿ‰ ๋ฐฑ๋ณธ๊ธ‰ ์Šค์œ„์น˜๋ถ€ํ„ฐ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์Šค์œ„์น˜, ๋ณด์•ˆ์Šค์œ„์น˜, PoE ์Šค์œ„์น˜๊นŒ์ง€ ์œ ๋น„์ฟผ์Šค๋Š” ๊ณ ๊ฐ์˜ ๋„คํŠธ์›Œํฌ๋ฅผ ํšจ์œจ์ ์œผ๋กœ ๊ตฌ์„ฑํ•  ์ˆ˜ ์žˆ๋Š” Full Line up Switch Portfolio๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. <4 Tera Core Backbone> <High-capacity Backbone> <10G aggregation L3 switch> <1G aggregation L3 switch> <1G workgroup L3 switch> <Enterprise L2 / PoE Switch> <Security L2 Switch> <Access L2 Switch> <LTE Backhaul Switch> CS3400 Core & Edge Layer 3 Layer 2 26
  • 29. ์ œํ’ˆ ๋ฐ ์†”๋ฃจ์…˜ ๏ฝœ DSL Solution Group DSL์€ ์ „ํ™”์„  ์ธํ”„๋ผ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ์ดˆ๊ณ ์† ์ธํ„ฐ๋„ท ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค. ์œ ๋น„์ฟผ์Šค๋Š” ์„ธ๊ณ„ ์ตœ์ดˆ๋กœ ์ „ํ™”์„  ๊ธฐ๋ฐ˜์—์„œ ๊ธฐ๊ฐ€๊ธ‰ ์†๋„๋ฅผ ์ œ๊ณตํ•  ์ˆ˜ ์žˆ๋Š” G.hn ๊ธฐ์ˆ ์„ ์ƒ์šฉํ™”ํ•˜์—ฌ ๋Œ€ํ•œ๋ฏผ๊ตญ ๊ธฐ๊ฐ€ ์ธํ”„๋ผ ํ™•์žฅ์— ํฌ๊ฒŒ ๊ธฐ์—ฌํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. <G.hn Access Multiplexer> <G.hn Extender> <G.hn Network Terminal> <VDSL2 Access Multiplexer> <VDSL2 LAN Extender> <VDSL2 Modem> G.hn VDSL2 FTTdp 27
  • 30. Our company has a dream and vision of Global Small Giants beyond All IP Convergence . 28