The total of the third operating profit of the telecommunications 1.1 兆 兆 - growth

SK Telecom, KT, and LG U Plus, such as Mobile Communications 3, ranked profit growth in the past 2Q09, and a summary sales profit of 1,100.4 billion won. Since the second quarter of 2017, it has recorded a total of W1trn of operating profit in 14Q09, which is more than expected.

It is considered to be the main reason for the main reason why the 5G subscribers expansion in wireless communications and maintenance of cost stabilization and flagship projects, but the recent traditional service in the telecommunications industry is valid for new business performance improvements.

In the past, depending on the domestic industry characteristics, it attracts attention to the concern that the growth limit was taken out in concerns that the reconciliation tone was blown in the complex culture spread.

In addition to new services based on telecommunications services, the viscosity of the new business stage of various carriers throughout the ICT entirely achievement is to show strength to the growth of profitability.

■ 5G Leader Wireless Business Improvement Profitability

The propaganda of the new business can not be subtracted from the 3 company performance. We have reached the increase in sales decline, and operating profit is also reached as an increase in sales of wireless business earnings.

The entire profitability of the three-year-old company was not prevented by the total profitability of the traffic during the year, due to the expansion of the upward and charged agreement discount rate. The situation was also directed to the level of physical fitness for providing business for construction of communication infrastructure without decreasing simple service sales.

The change in the commercialization of 5G communication was the largest. In the past LTE introduction, the entry rate of new communication technology was rapidly, and the mobile phone manufacturer has also been able to significantly focus on the 5G terminal.

As of the second quarter, SK Telecom has increased by 4.35 million for a year, KT is 27.7 million, and LG U Plus increased 194 million 5G communication subscribers. A 9 million 5G subscribers who have secured 5G subscribers have led to a dramatic rise in wireless sales by the average sales (ARPU) rising effect per subscriber.

5G Marketing competition is a great force in the effect of fierce marketing competition during the conversion of subscribers. Unlike the fact that marketing costs were soaring in the past LTE introduction, the stable subscriber attracting market has been stable.

The carrier official said, It is difficult to overlook the cost of acquiring the acquisition per subscriber, compared to the LTE, compared to the LTE, compared to the LTE, and When it goes to LTE at 3G, when it goes to LTE, I said that it was a subsidy competition because of what was.

■ Expansion of enterprise solution market in non-inherited culture diffusion

5G is the right to improve the performance of the telecommunications industry, but this year, the analysis was dominant that this year's earnings surprise levels of profitability were profitable,

Because domestic wireless subscribers have already exceeded the number of populations, explosive revenue growth is difficult, while businesses that have not been made in earnings have been not caught in their earnings have begun to contribute to sales and operating profit.

First, the field of attention in the ICT industry is the IDC business of 3 communications. The IDC is an important business in the proliferation of representative non-standing culture. Previously, the demand for IDC has steadily increased due to the spread of clouds, but recently, it is the evaluation of acceleration.

KT, which is an aggressive appearance in the IDC business, has recorded 6.2% of the sales of AI / DX sectors, which is related to the associated business area, which has increased by 6.2% per year. LG U Plus has been scheduled separately for IDC businesses, which recorded sales of 66.7 billion won to see a growth rate of 5.7% per year.

It is different to calculate IDC revenue by carrier. There are simply a physical hardware space, but it is composed of a package product such as a corporate solution or a public cloud, so the various revenue-based scales based on IDC are real.

In addition to IDC, the enterprise-only line market has also increased. In particular, the demand for corporate lines increases in the spread of non-standing culture and increasing traffic and increasing its profitability.

■ New business ... Fine business level growth

Media business is also showing great contribution to the increase in the total performance of the carrier. There is also an increase in receipt of subscriber growth, but it is not less effective to increase the capacity of the house in the spread of non-standing culture.

In particular, the acquisition is considered as a representative sector that has increased earnings.

For example, SK Telecom has increased sales and operating profit according to the merger effect of SK Broadband and Tib Row. LG U Plus is also focusing on pay-TV synergies through LG Hello Vision stake acquisition, and KT groups have a chance to increase media business performance ahead of modern HCN acquisitions. As a result of the increase in subscribers, the market profitability is also increasing.

In the case of SK Telecom, the earnings contribution of the security business is noticeable. After the acquisition of ADT caps, sales and operating profit growth are continuing through fusion security business through SK Info Sejung and merger.

SK Telecom Connection Reference The S & C (Fusion Security) business field has already been found in the third largest division. Because the growth rate reaches 14.5% per year, it will actually take a majority business place.

KT is a high growth potential of the content subsidiary. Data home shopping, sound source streaming service, etc., but when modern media becomes added to OTT separate corporations, Story Wiz and Study, KT increases to the B2B business scale level that KT has focused on the company.

■ Continue to improve profitability

Interest is that the communication industry performance is not continued. This is expected to continue to improve these profitability until the third quarter now. It is because the cost of marketing or facility investment is stable.

Depending on seasonal factors, 4Q08, 4Q09 earnings are expected to be downward, because there is a side that the annual facility investment cost enforcement is concentrated in the fourth quarter, said the fourth quarter, said 4Q08, In accordance with the atmosphere of growth, profitability seems difficult to change suddenly, he said.

Another official said, The new business field, which has achieved a performance, is that it has been a long-term human physical investment, he said, he said, It is said that Demand also increased greatly, and the earnings contribution will be greater in the future]