韓國SK集團市場調(diào)研和分析報告（英文版）-2024年1月上傳培訓課件

COMPANIES

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PRODUCTSSouthKorea'sSKGroupCHAPTER

01OverviewLeadingSouthKoreancompaniesontheFortuneGlobal500rankingin2021,byrevenue(inbillionU.S.dollars)LeadingSouthKoreanFortuneGlobal500companies2021,byrevenueRevenueinbillionU.S.dollars100050150200250SamsungElectronics(15)HyundaiMotor(83)SKHoldings(129)LGElectronics(192)Kia(215)200.7388.1670.8453.6350.16KoreaElectricPower(222)POSCO(226)49.148.71Hanwha(271)43.17KBFinancialGroup(366)HyundaiMobis(398)SamsungLifeInsurance(416)CJCorp.(450)33.231.0529.2727.1227.0426.6425.61SKHynix(452)LGChem(461)SamsungC&T(473)3Description:In2021,thelargestSouthKoreancompanyasmeasuredbyrevenuewasSamsungElectronicswitharevenueofabout200.7billionU.S.dollars,followedbyHyundaiMotorswitharevenueof88.16billionU.S.dollars.

ReadmoreNote(s):SouthKorea;2021Source(s):FortuneMostvaluableSouthKoreanbrandsin2023(inmillionU.S.dollars)BrandvalueofthemostvaluableSouthKoreanbrands2023BrandvalueinmillionU.S.dollars010,00020,00030,00040,00050,00060,00070,00080,00090,000SamsungHyundaiLG82,72215,86311,3069,1468,2696,4574,667SKHynixKiaCoupangPoscoKBFinancialGroupLGChemNaver4,6354,5264,4944Description:Withabrandvalueofover82.7billionU.S.dollars,SamsungwasthemostvaluableSouthKoreanbrandin2023,greatlysurpassingHyundai,LGaswellasSKHynix.ReadmoreNote(s):SouthKorea;2023Source(s):BrandFinanceSalesrevenueofSKGroupfrom2015to2022(intrillionSouthKoreanwon)SalesrevenueofSKGroup2015-2022160140120100134.5598.7697.8197.288.8882.738080.6380.826040200201520162017201820192020202120225Description:In2022,thesalesrevenueofSKGroupamountedtoaround134.55trillionSouthKoreanwon.SKGroupisthethird-richestfamily-runcorporategroupinSouthKoreaafterSamsungandHyundai.Itsmainbusinesssectorsareenergyandchemicals,telecommunications,andsemiconductors.ReadmoreNote(s):Worldwide,SouthKorea;2015to2022Source(s):DART;SKGroupSalesrevenueofSKGroupin2022,bymajorcompany(intrillionSouthKoreanwon)SalesrevenueofSKGroup2022,bymajorcompanyRevenueintrillionSouthKoreanwon30

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500102060708090SKInnovationSKTelecomSKE&S78.0617.311.259.67SKnetworksSKecoplantOther7.557.04SKsquareSKInc.4.513.373.14SKC6Description:In2022,thesalesrevenueofSKInnovationwasthehighestoutofthemajorSKGroupsubsidiaries,amountingtoaround78trillionSouthKoreanwon.SKGroupisthethirdrichestfamily-runcorporategroupinSouthKoreaafterSamsungandHyundai.Itsmainbusinesssectorsareenergyandchemicals,telecommunications,andsemiconductors.ReadmoreNote(s):SouthKorea;2022;includingtheholdingcompanyandsubsidiariesSource(s):DART;SKGroupNumberofsubsidiariesofSKGroupin2022SubsidiariesofSKGroup2022600559500400300200100013Unlisted*Listed7Description:In202,SKGroupdeclared559subsidiarycompaniesthatwereunlisted.Intotal,thecompanyowned572subsidiaries.SKGroupisthethirdrichestfamily-runcorporategroupinSouthKoreaafterSamsungandHyundai.Itsmainbusinesssectorsareenergyandchemicals,telecommunications,andsemiconductors.ReadmoreNote(s):Worldwide,SouthKorea;2022;*Includessubsidiariesthatarebasedoverseas.ReadmoreSource(s):DART;SKGroupCHAPTER

02EnergyandchemicalsGlobalsalesrevenueofSKInnovationCo.,Ltd.from2014to2022(intrillionSouthKoreanwon)SKInnovation'sglobalsalesrevenue2014-2022908078.0670605040302010065.8653.5749.848.3646.8446.1639.4834.552014201520162017201820192020202120229Description:In2022,SKInnovationrecordedasalesrevenuetotalingaround78trillionSouthKoreanwon.Thisrepresentsanincreasefromthepreviousyear.SKInnovationisaleadingoilandchemicalcompanyinSouthKoreaandSKGroupisthecountry'sthirdlargestconglomerate.ReadmoreNote(s):Worldwide,SouthKorea;2014to2022Source(s):DART;SKInnovationSalesrevenueofSKInnovationCo.,Ltd.in2022,bysector(intrillionSouthKoreanwon)SKInnovationsalesrevenue2022,bysector9080706078.0652.585040302010011.037.624.981.530.240.09PetroleumChemicalsBatteriesLubricantsOildevelopmentMaterialsOtherbusinessTotal10Description:In2022,around52.6trillionSouthKoreanwonworthofSKInnovation'ssalescamefromthepetroleumsector,accountingforaround67percentofthecompany'stotalsalesof78trillionwon.SKInnovationisaleadingoilandchemicalcompanyinSouthKorea,andSKGroupisthecountry'sthird-largestconglomerate.ReadmoreNote(s):Worldwide,SouthKorea;2022Source(s):DART;SKInnovationSKInnovationCo.,Ltd.researchanddevelopmentinvestmentsfrom2014to2022(inbillionSouthKoreanwon)SKInnovationR&Dinvestments2014-2022450400350300417.65363.34253.61250233.58227.51195.6920015010050165.43142.52016134.3920140201520172018201920202021202211Description:In2022,SKInnovationinvestedapproximately417.7billionSouthKoreanwononitsresearchanddevelopment(R&D)sector.Thisrepresentsanincreasefromthepreviousyearaswellasthehighestinvestmentrecordedsince2014.

ReadmoreNote(s):Worldwide,SouthKorea;2014to2022;governmentsupportexcludedSource(s):DART;SKInnovationRevenueofSouthKoreanenergycompanySKE&Sfrom2015to2022(intrillionSouthKoreanwon)RevenueofSKE&S2015-20221210811.257.856.566.475.7564205.544.654.042015201620172018201920202021202212/statistics/1298930/sk-ens-revenueIn2022,therevenueofSouthKoreanenergycompanySKE&Samountedtoaround11.25trillionSouthKoreanwon.Thiswasanincreasefromthepreviousyear,endingaperiodofcontinuedrevenuegrowthsince2017.SKE&SwasapartoftheSKGroup.ReadmoreNote(s):SouthKorea;2015to2022;consolidatedSource(s):DART;SKE&SRevenueofSouthKoreanenergycompanySKE&Sin2022,byplant(inbillionSouthKoreanwon)RevenueofSKE&S2022,byplantRevenueinbillionSouthKoreanwon024681012141618PajupowerplantGwangyangpowerplantWiryepowerplant15.7412.745.2Hanampowerplant5.19Gangdongfuelcellpowerplant0.3413/statistics/1299233/sk-ens-revenue-by-plantIn2022,SouthKoreanenergycompanySKE&S'sPajupowerplantgeneratedrevenueofaround15.7billionSouthKoreanwon.ItwasfollowedbyGwangyangpowerplant,whichrecordedabout12.7billionSouthKoreanwon.SKE&SisapartofSKgroup.ReadmoreNote(s):SouthKorea;2022Source(s):DART;SKE&SProductionvolumeofSouthKoreanenergycompanySKE&Sin2022,byplant(in1,000gigawatthours)ProductionvolumeofSKE&S2022,byplantProductionvolumeinthousandgigawatthours012345678PajupowerplantGwangyangpowerplant7.026.46Wiryepowerplant2.09Hanampowerplant1.95GangdongfuelcellpowerplantBusan-JungKwanEnergypowerplant0.170.1114Description:In2022,SouthKoreanenergycompanySKE&S'sPajupowerplantgeneratedapproximatelyseventhousandgigawatthoursworthofenergy.TheGangdongfuelcellpowerplant,whichstartedinitialoperationstheyearbefore,generatedaround165gigawatthoursin2022.SKE&SisapartofSKGroup.ReadmoreNote(s):SouthKorea;2022Source(s):DART;SKE&SRevenueofSKdiscoveryfrom2016to2022(intrillionSouthKoreanwon)RevenueofSKdiscovery2016-2022108.7298765432106.946.616.425.325.024.52201620172018201920202021202215Description:In2022,therevenueofSKdiscoveryamountedtoaround8.72trillionSouthKoreanwon.Thiswasamajorincreasefromthepreviousyear.SKdiscoverywaspartoftheSKGroupandhadbusinessorsubsidiariesininvestment,eco-friendlymaterialsandpharmaceuticals,gas,realestate,bloodderivatives,datasolutions,andenergygeneration.ReadmoreNote(s):SouthKorea;2016to2022;consolidatedSource(s):DART;SKdiscoveryRevenueofSKdiscoveryin2022,bysector(inbillionSouthKoreanwon)RevenueofSKdiscovery2022,bysectorRevenueinbillionSouthKoreanwon-1,00001,0002,0003,0004,0005,0006,0007,0008,0009,000Gas(LPG,etc.)8,066.17Bloodderivatives148.12Other(realestatedatabase,etc.)-124.0816Description:In2022,therevenueofSKdiscovery'sgasbusinesswasapproximately8.1trillionSouthKoreanwon.Thisaccountedforthemajorityofthecompany'srevenue.SKdiscoverywaspartoftheSKGroupandhadbusinessorsubsidiariesininvestment,eco-friendlymaterialsandpharmaceuticals,gas,realestate,bloodderivatives,datasolutions,andenergygeneration.ReadmoreNote(s):SouthKorea;2022;consolidatedSource(s):DART;SKdiscoveryR&DexpensesofSKdiscoveryfrom2019to2022(inbillionSouthKoreanwon)R&DexpensesofSKdiscovery2019-2022454042.2739.8739.335.4935302520151050201920202021202217Description:In2022,SKdiscoveryspentaround42.3billionSouthKoreanwonforresearchanddevelopmentpurposes.Thiswasanincreasefromthepreviousyear.SKdiscoverywaspartoftheSKGroupandhadbusinessorsubsidiariesininvestment,eco-friendlymaterialsandpharmaceuticals,gas,realestate,bloodderivatives,datasolutions,andenergygeneration.ReadmoreNote(s):SouthKorea;2019to2022;consolidatedSource(s):DART;SKdiscoveryCHAPTER

03ITandcommunicationsSalesrevenueofSKTelecomfrom2014to2022(intrillionSouthKoreanwon)SalesrevenueofSKTelecom2014-20222017.5217.31816141210817.1617.1417.0916.8716.7516.0915.42642020142015201620172018201920202021202219Description:In2022,SKTelecom'ssalesrevenueamountedtoaround17.3trillionSouthKoreanwon.InSouthKorea,SKTelecom,KTCorporationandLGU+arethemaintelecommunicationcompaniesthatprovidemobilephoneservices.

ReadmoreNote(s):SouthKorea;2014to2022;consolidatedSource(s):DART;SKTelecomSKtelecom'ssalesrevenuein2022,bysegment(intrillionSouthKoreanwon)SKtelecom'ssalesrevenue2022,bysegment1412.941210863.81420.550WirelesscommunicationWiredcommunicationOthers20Description:In2022,SKtelecom'ssalesrevenuefromwirelesscommunicationbusinesssegmentamountedtoabout12.94trillionSouthKoreanwon.ReadmoreNote(s):Worldwide,SouthKorea;2022Source(s):SKTelecomResearchanddevelopment(R&D)spendingofSKTelecomfrom2014to2022(inbillionSouthKoreanwon)R&DspendingofSKTelecom2014-2022450414.56413.48397.7540035030025020015010050373.71374.36363.98351.09337.86322.7020142015201620172018201920202021202221Description:In2022,SKTelecomspendapproximately374.4billionSouthKoreanwononR&D.SKTelecomisoneofthemaintelecommunicationcompaniesinSouthKoreathatprovidemobilephoneservicesalongwithKTCorporationandLGU+.

ReadmoreNote(s):Worldwide,SouthKorea;2014to2022Source(s):SKTelecomRevenueofSouthKoreansemiconductorcompanySKHynixfrom2015to2022(intrillionSouthKoreanwon)RevenueofSKHynix2015-2022504544.624340.4540353025201510531.930.1126.9918.817.202015201620172018201920202021202222Description:In2022,therevenueofSouthKoreanmemorychipmakerandsemiconductorcompanySKHynixamountedtoaround44.62trillionSouthKoreanwon.Thecompanyexperiencedalargeincreaseinrevenuein2017.

ReadmoreNote(s):Worldwide,SouthKorea;2015to2022;consolidatedSource(s):DART;SKHynixMarketshareofSKHynixfrom2013tothirdquarterof2022,bysectorMarketshareofSKHynix2013-2021,bysectorDRAM27.8%NANDFlash28.3%35%30%25%20%15%10%5%29.6%28.6%28.3%27.3%27.4%27.1%26.6%26%19.2%13.7%12.6%12.2%12.2%11.8%11.7%11%10.7%10.8%0%2013201420152016201720182019202020212022asofQ323Description:Inthethirdquarterof2022,themarketshareofSKHynixintheDRAMmarketamountedtoaround29.6percent.Ontheotherhand,themarketshareofSKHynixintheNANDFlashmarketamountedtoapproximately19.2percent.ReadmoreNote(s):Worldwide,SouthKorea;2013toQ32022;consolidatedSource(s):DART;IDC;SKHynixProductionvolumeofSKHynixfrom2014to2022(intrillionSouthKoreanwon)ProductionvolumeofSKHynix2014-20223530252033.3325.6324.422.5418.1314.061512.05201611.5910.3520141050201520172018201920202021202224Description:In2022,thesemiconductorproductionvolumeofSKHynixamountedtoaround33.3trillionSouthKoreanwon,aincreasefromaround25.6trillionwoninthepreviousyear.Overall,thesemiconductorproductionvolumesteadilyincreasedovertherecentyears.ReadmoreNote(s):Worldwide,SouthKorea;2014to2022;consolidateddataSource(s):DART;SKHynixRevenueofSouthKoreancompanySKCfrom2016to2022(intrillionSouthKoreanwon)RevenueofSKC2016-20224.03.53.03.43.142.772.652.472.362.362.52.01.51.00.50.0201620172018201920202021202225Description:In2022,therevenueofSKCamountedtoaround3.14billionSouthKoreanwon.Thiswasaslightdecreasefromthepreviousyear,withthecompany'srevenueshowingoverallgrowthsince2016.SKCwaspartoftheSKGroupandhadshifteditsbusinesstowardsrechargeablebatteries,andsemiconductors.ReadmoreNote(s):SouthKorea;2016to2022;consolidatedSource(s):DART;SKCRevenueofSouthKoreancompanySKCin2022,bysector(inbillionSouthKoreanwon)RevenueofSKC2022,bysectorRevenueinbillionSouthKoreanwon600

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1,00002004001,2001,4001,6001,800Chemical1,704.61Mobility809.39Electricmaterials598.17Other26.7426Description:In2022,therevenueofSKC'sindustrymaterialssectoramountedtoaround1.7trillionSouthKoreanwon.Thatyear,thecompanyrecordedatotalrevenueofapproximately3.14trillionSouthKoreanwon.SKCwaspartoftheSKGroupandhadshifteditsbusinesstowardsrechargeablebatteries,andsemiconductors.ReadmoreNote(s):SouthKorea;2022;consolidatedSource(s):DART;SKCR&DexpensesofSouthKoreancompanySKCfrom2016to2021(inbillionSouthKoreanwon)R&DexpensesofSKC2016-20214540.434035.4134.3334.17353025201510533.0930.58020162017201820192020202127Description:In2021,theR&DexpensesofSKCamountedtoaround30.6billionSouthKoreanwon.Thiswasadecreasefromthepreviousyear,andthelowestfigurerecordedduringthesurveyedperiod.SKCwaspartoftheSKGroupandhadshifteditsbusinesstowardsrechargeablebatteries,andsemiconductors.ReadmoreNote(s):SouthKorea;2016to2021Source(s):DART;SKCCHAPTER

04VariousservicesRevenueofSKNetworksfrom2016to2022(intrillionSouthKoreanwon)RevenueofSKNetworks2016-202216141210815.213.9913.0512.911.0210.639.676420201620172018201920202021202229Description:In2022,therevenueofSKNetworksamountedtoaround9.67trillionSouthKoreanwon.Thiswasadecreasefromthepreviousyear.SKNetworkswasapartoftheSKGroupandoperatedinavarietyoffieldsthatencompasseddistribution,internationaltrade,carrentals,carmaintenance,homeappliances,andhotels.ReadmoreNote(s):SouthKorea;2016to2022;consolidatedSource(s):DART;SKnetworksRevenueofSKNetworksin2022,bysector(intrillionSouthKoreanwon)RevenueofSKNetworks2022,bysectorRevenueintrillionSouthKoreanwon0.00.51.01.52.02.53.03.54.04.54.525.0Telecommuncations(mobile/ICTdevicedistribution)Global(chemicalsandsteeltrade)Rent-a-car(carrentalservice)1.811.62SKMagic(homeappliances)1.08Speedmate(carrepair/maintenance)Walker-Hill(hotelsandresorts)0.410.1930Description:In2022,thetelecommunicationssectorofSKNetworksrecordedrevenueofaround4.52trillionSouthKoreanwon.Intotal,thecompany'srevenueforthatyearstoodatapproximately9.63trillionSouthKoreanwon.SKNetworkswasapartoftheSKGroupandoperatedinavarietyoffieldsthatencompasseddistribution,internationaltrade,carrentals,carmaintenance,homeappliances,andhotels.ReadmoreNote(s):SouthKorea;2022;excludingmiscellaneousrevenueSource(s):DART;SKnetworksResearchanddevelopment(R&D)expensesofSKNetworksfrom2016to2022(inbillionSouthKoreanwon)R&DexpensesofSKNetworks2016-20224540353040.2224.4524.2225201510522.8120.1813.2820178.43020162018201920202021202231Description:In2022,theresearchanddevelopment(R&D)expensesofSKNetworkswasaround24.22trillionSouthKoreanwon.Thiswasabigdecreasefromthepreviousyear,despiteR&Dcostshavinggrowndramaticallyduringthesurveyedperiod.SKnetworkswasapartoftheSKGroupandoperatedinavarietyoffieldsthatencompasseddistribution,internationaltrade,carrentals,carmaintenance,homeappliances,andhotels.ReadmoreNote(s):SouthKorea;2016to2022;calculatedbeforedeductionsofgovernmentsubsidiesSource(s):DART;SKnetworksAnnualsalesrevenueofSKecoplantCo.,Ltd.from2013to2022(intrillionSouthKoreanwon)TotalsalesrevenueofSKecoplant2013-2022109.3698765432108.588.487.787.577.557.517.327.126.22201320142015201620172018201920202021202232Description:In2022,SKecoplantpostedasalesrevenueofaround7.55trillionSouthKoreanwon.Thisrepresentsanincreasefromthepreviousyear.Revenuepeakedin2015ataround9.36trillionwon.Thecompanyfocusesonplantconstructionandhigh-technewenergysolutions.SKecoplantisconsideredtobeoneoftheleadingconstructioncompaniesinSouthKoreain2022.ReadmoreNote(s):SouthKorea;2013to2022Source(s):DART;SKecoplantAnnualsalesrevenueofSKecoplantCo.,Ltd.in2022,bysector(inbillionSouthKoreanwon)TotalsalesrevenueofSKecoplant2022,bysectorSalesrevenueinbillionSouthKoreanwon1,000

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2,00005002,5003,0003,500Plant*HouseconstructionInfrastructure2,969.251,579.97954.8333Description:In2022,SKecoplant'splantsectorrecordedsalesrevenueofaround2.97trillionSouthKoreanwon.Theplantsector,whichconsistsofoilandgasupstream,refinery,petrochemical,oilsands,andgaspowerplants,wasSKecoplant'smainareaofbusinessanditsmajorrevenuestream.SKecoplantispartoftheSKGroupconglomerate.ReadmoreNote(s):SouthKorea;2022Source(s):DART;SKecoplantAnnualR&DexpensesofSKecoplantCo.,Ltd.from2013to2022(inbillionSouthKoreanwon)TotalR&DexpensesofSKecoplant2013-2022807068.91