2026 1Q 기준평가 2026. 08. 19.근거 공시 새 창에서 열기
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寃곕줎: ?듭떊쨌?щ궃?덉쟾쨌AIoT瑜??꾩슦瑜댁?留? 怨좉컼 吏묒쨷怨??쒗뭹 ?꾪솚??遺?댁씠??
?ㅼ씠釉붿? 4G쨌5G ?ㅻ쭏???ㅽ듃?뚰겕, ?щ궃?덉쟾留?肄붿뼱 ?붾（?섏씤 MCPTT, 湲곗뾽?듯솕(Enterprise VoIP), AIoT ?붾（?섏쓣 媛쒕컻쨌怨듦툒?쒕떎. 理쒓렐?먮뒗 ?앹꽦??AI? 湲곗〈 ?듭떊 ?붾（?섏쓣 寃고빀?섍퀬 AI 湲곕컲 ?뱁뿀愿由??뚮옯??Smart Patent瑜?異쒖떆?섎뒗 ???좉퇋 ?곸뿭??異붽??섍퀬 ?덈떎. ?듭떊?ъ뾽?먯? 怨듦났쨌?곗뾽 怨좉컼???붽뎄??留욎텣 ?쇱씠?좎뒪쨌?⑹뿭 ?ъ뾽??以묒떖?대떎.
1. ?쒗뭹蹂대떎 ?쒕퉬?ㅒ룰린? ?꾨줈?앺듃 留ㅼ텧??鍮꾩쨷???щ떎
2026??1遺꾧린 留ㅼ텧? 28.51?듭썝?쇰줈 ?쒗뭹 1.60?듭썝, ?쒕퉬??13.11?듭썝, 湲고? 13.80?듭썝?대떎. ?쒗뭹 ?쇱씠?좎뒪留뚯쑝濡?諛섎났?섎뒗 援ъ“?쇨린蹂대떎 怨좉컼蹂?援ъ텞쨌媛쒕컻쨌吏??怨꾩빟怨??꾨줈?앺듃 留ㅼ텧??寃고빀???뺥깭濡?蹂댁씤??
| 2026??1遺꾧린 留ㅼ텧 | 湲덉븸 | ?댁옄???愿怨? |
|---|---|---|
| ?쒗뭹 | 1.60?듭썝 | ?듭떊쨌蹂댁븞 ?붾（???쇱씠?좎뒪 |
| ?쒕퉬?? | 13.11?듭썝 | 怨좉컼蹂?媛쒕컻쨌?좎?쨌湲곗닠吏???깃꺽 |
| 湲고? | 13.80?듭썝 | ?꾨줈?앺듃쨌遺? ?ъ뾽 留ㅼ텧 |
| ?⑷퀎 | 28.51?듭썝 | ?쒗뭹蹂대떎 ?⑹뿭쨌?꾨줈?앺듃 以묒떖 |
?듭떊 肄붿뼱留앷낵 ?щ궃?덉쟾留앹? ?μ븷쨌蹂댁븞쨌洹쒖젣??鍮꾩슜???ш린 ?뚮Ц??怨좉컼 ?섍꼍???댄빐?섍퀬 ?몄쬆쨌寃利앹쓣 ?듦낵??怨듦툒?먯뿉寃??쇱젙??吏꾩엯?λ꼍???덈떎. ?ㅼ젣濡??쇱꽦?꾩옄 5G Core쨌MCPTT 寃利? ?듭떊?ъ뾽??湲곗뾽?듯솕쨌蹂댁븞留? ?쒓뎅?꾨젰?곌뎄???뚮옯?? ?ㅻ쭏?명뙥?좊━ ?댁쓬5G? 媛숈? 怨쇨굅 ?꾨줈?앺듃 ?대젰???뺤씤?쒕떎. ?ㅻ쭔 ?대젰??怨??κ린 ?낆젏怨듦툒???삵븯吏???딅뒗?? ?꾨줈?앺듃媛 醫낅즺????諛섎났 ?좎?蹂댁닔쨌?쇱씠?좎뒪 留ㅼ텧濡??댁뼱吏?붿?媛 以묒슂?섎떎.
2. AI? IoT???깆옣異뺤씠吏留??꾩옱 ?ㅼ쟻??以묒떖? ?꾨땲??
AIoT? Smart Patent, ?앹꽦??AI ?듯빀? 湲곗〈 ?듭떊 ?뚰봽?몄썾?댁쓽 ?쒖슜 踰붿쐞瑜??볧옄 ???덈떎. IoT 留⑦?愿???쒖뒪?쒖쓽 議곕떖泥??곸떊?쒗뭹쨌?곗닔?쒗뭹 吏?뺢낵 援?콉怨쇱젣 ?섏＜ ?대젰??怨듦났쨌?곗뾽 ?꾩옣??吏꾩엯?????덈뒗 ?덊띁?곗뒪??
洹몃윭??AI ?좉퇋?ъ뾽? ?쒗뭹?붋룰퀬媛??뺣낫쨌諛섎났 怨쇨툑源뚯? ?쒓컙??嫄몃┛?? 2026??1遺꾧린 ?ㅼ쟻?먯꽌 AI ?뚮옯?쇱씠??IoT SaaS媛 蹂꾨룄 諛섎났留ㅼ텧濡??쇰쭏??湲곗뿬?덈뒗吏??怨듦컻 ?먮즺留뚯쑝濡??뺤씤?섍린 ?대졄?? 湲곗닠 媛쒕컻怨?怨쇱젣 ?섑뻾???믪? 媛寃⑷껐?뺣젰?쇰줈 ?댁꽍?섍린蹂대떎?? ?곸슜 怨좉컼怨??ъ슜??湲곕컲 留ㅼ텧???섑??????먯닔瑜??믪씠??寃껋씠 ?덉쟾?섎떎.
3. 理쒓렐 遺꾧린 留ㅼ텧怨??댁씡???숈떆???쏀빐議뚮떎
2025??留ㅼ텧? 191.89?듭썝, ?곸뾽?댁씡? 26.12?듭썝?댁뿀?? 2025??1遺꾧린? 2026??1遺꾧린瑜?諛섏쁺??TTM 留ㅼ텧? ??190.42?듭썝, ?곸뾽?댁씡? ??10.21?듭썝, ?곸뾽?댁씡瑜좎? ??5.36%??
| 援щ텇 | 2025??1遺꾧린 | 2026??1遺꾧린 | 蹂?? |
|---|---|---|---|
| 留ㅼ텧 | 29.98?듭썝 | 28.51?듭썝 | -4.9% |
| ?곸뾽?댁씡 | -4.74?듭썝 | -11.18?듭썝 | ?곸옄???뺣? |
| ?곸뾽?댁씡瑜? | -15.81% | -39.21% | ?낇솕 |
2026??1遺꾧린?먮뒗 A??15.62?듭썝, B??3.91?듭썝, C??3.86?듭썝??留ㅼ텧??10% ?댁긽 怨좉컼?쇰줈 怨듭떆?섏뼱 ??怨좉컼 ?⑷퀎媛 遺꾧린 留ㅼ텧????82%?? ?듭떖 怨좉컼???꾨줈?앺듃쨌寃?샕룸컻二??쒖젏??遺꾧린 ?ㅼ쟻???ш쾶 ?붾뱾 ???덈떎. TTM? ?묒옄吏留?理쒓렐 ?먯씡???낇솕?섏뼱, ?좉퇋?ъ뾽 ?ъ옄 ?뚮Ц?몄? ?꾨줈?앺듃 ?먭?쨌留ㅼ텧 怨듬갚 ?뚮Ц?몄? 援щ텇?댁빞 ?쒕떎.
?먯닔 洹쇨굅
| ??ぉ | ?먯닔 | ?먮떒 |
|---|---|---|
| 吏꾩엯?λ꼍 | 58 | ?듭떊쨌怨듦났留??몄쬆, 怨좉컼蹂??곕룞怨?蹂댁븞 湲곗닠???꾩슂 |
| ?꾪솚鍮꾩슜 | 61 | 肄붿뼱留씲룹옱?쒖븞?꽷룰린?낇넻???쒖뒪???곕룞怨?寃利?遺?? |
| 釉뚮옖??IP | 53 | ?듭떊 ?붾（?샕텶oT ?덊띁?곗뒪? AI ?뱁뿀愿由??뚮옯?? |
| ?ㅽ듃?뚰겕?④낵 | 5 | 怨좉컼 利앷?媛 ?ㅻⅨ 怨좉컼??吏곸젒 ?⑥슜???믪씠吏 ?딆쓬 |
| 媛寃⑷껐?뺣젰 | 38 | 湲곗닠吏??媛移섍? ?덉쑝???꾨줈?앺듃쨌???怨좉컼 ?묒긽?μ씠 ?? |
| 留덉쭊異붿꽭 | 39 | TTM ?묒옄吏留?理쒓렐 遺꾧린 ?곸옄???뺣? |
理쒖쥌 50?먯? ?듭떊쨌怨듦났 ?덊띁?곗뒪? ?쒖뒪???꾪솚鍮꾩슜???몄젙?섎릺, 理쒓렐 ?ㅼ쟻쨌怨좉컼 吏묒쨷쨌AI ?곸슜??遺덊솗?ㅼ꽦??諛섏쁺???먯닔??
비판적으로 봐야 할 것
?듭떖 由ъ뒪?? 怨쇨굅 ?섏＜ ?대젰蹂대떎 ?꾩옱 諛섎났留ㅼ텧怨?怨좉컼 吏묒쨷???뺤씤?댁빞 ?쒕떎
- 1.怨좉컼 吏묒쨷: 2026??1遺꾧린 二쇱슂 3媛?怨좉컼 留ㅼ텧???꾩껜????82%?? 諛쒖＜쨌寃?샕룰퀎??媛깆떊 ?쇱젙???곕씪 遺꾧린 蹂?숈꽦???щ떎.
- 2.?꾨줈?앺듃??留ㅼ텧: ?쒗뭹蹂대떎 ?쒕퉬?ㅒ룰린? 留ㅼ텧??而ㅼ꽌 ?좉퇋 媛쒕컻怨?援ъ텞???댁뼱吏吏 ?딆쑝硫?留ㅼ텧 怨듬갚???앷만 ???덈떎.
- 3.*AI ?곸슜??吏??: ?앹꽦??AI쨌Smart Patent쨌AIoT媛 ?ㅼ젣 ?좊즺 怨좉컼怨?諛섎났 ?쇱씠?좎뒪쨌SaaS 留ㅼ텧濡??꾪솚?섎뒗吏 ?뺤씤???꾩슂?섎떎.
- 4.?듭떊 湲곗닠 ?꾪솚: 5G 肄붿뼱쨌媛?곹솕쨌?대씪?곕뱶 ?ㅼ씠?곕툕 蹂?붿뿉 留욎떠 湲곗〈 ?붾（?섏쓣 怨꾩냽 ?ш컻諛쒗빐???쒕떎.
- 5.遺꾧린 ?먯씡 ?낇솕: 理쒓렐 ?곸뾽?곸옄媛 ?뺣??섏뼱 ?꾨줈?앺듃 ?먭?, ?몃젰쨌?몃??⑹뿭鍮? 留ㅼ텧 ?몄떇 ?쒖젏怨??꾧툑?먮쫫???④퍡 遊먯빞 ?쒕떎.
?ㅼ쓬 ?됯??먯꽌??怨좉컼蹂?怨꾩빟湲곌컙쨌媛깆떊瑜? ?좎?蹂댁닔? ?쇱씠?좎뒪 諛섎났留ㅼ텧, AIoT쨌Smart Patent ?좊즺 怨좉컼, ?꾨줈?앺듃蹂??먭?? ?섏＜?붽퀬瑜??뺤씤?댁빞 ?쒕떎.
총평
珥앺룊: 50?????듭떊쨌怨듦났 湲곗닠 ?덊띁?곗뒪???덉?留? ?ㅼ쟻??諛섎났?깆씠 ?꾩쭅 ?쏀븯??
?ㅼ씠釉붿? ?⑥닚 ?뚰봽?몄썾??媛쒕컻?ш? ?꾨땲???듭떊 肄붿뼱쨌?щ궃?덉쟾留씲룰린?낇넻?붋텮IoT???꾩슂???붾（?섏쓣 怨듦툒?쒕떎. ?쇱꽦?꾩옄 5G Core 寃利? ?듭떊?ъ뾽?먯???湲곗뾽?듯솕쨌蹂댁븞留? IoT 留⑦?愿?쒖? ?ㅻ쭏?명뙥?좊━ ?댁쓬5G ?대젰? 怨좉컼 ?몄쬆怨??꾨줈?앺듃 ?섑뻾 ?λ젰??蹂댁뿬以?? ?쒖뒪?쒖씠 怨좉컼 ?명봽?쇱뿉 ?ㅼ뼱媛硫??곕룞怨?寃利??뚮Ц??援먯껜鍮꾩슜??諛쒖깮?쒕떎.
洹몃윭??2026??1遺꾧린 留ㅼ텧? 以꾧퀬 ?곸뾽?곸옄??11.18?듭썝?쇰줈 ?뺣??먮떎. ?쒕퉬?ㅼ? 湲고? 留ㅼ텧 鍮꾩쨷???믨퀬 ?곸쐞 3媛?怨좉컼 ?섏〈?꾨룄 ?щ떎. AI? Smart Patent???깆옣 媛?μ꽦?댁?留??꾩옱 諛섎났留ㅼ텧濡?寃利앸릺吏 ?딆븯?? TTM ?묒옄蹂대떎 理쒓렐 ?먯씡???먯씤怨??좉퇋?ъ뾽???곸슜???띾룄瑜??곗꽑 ?뺤씤?댁빞 ?쒕떎.
?먯닔媛 ?щ씪媛?議곌굔
- ?듭떊쨌怨듦났 ?꾨줈?앺듃媛 ?좎?蹂댁닔쨌?쇱씠?좎뒪 諛섎났留ㅼ텧濡??꾪솚??寃?- 二쇱슂 怨좉컼 ???щ궃?덉쟾쨌?ㅻ쭏?명뙥?좊━쨌AIoT 怨좉컼???섏뼱??寃?- Smart Patent? ?앹꽦??AI 湲곕뒫???좊즺 SaaS쨌?뚮옯??留ㅼ텧濡??먮━ ?≪쓣 寃?- 理쒓렐 遺꾧린 ?곸옄瑜??댁냼?섍퀬 ?꾨줈?앺듃 留덉쭊???덉젙??寃?
?먯닔媛 ?대젮媛?議곌굔
- ?듭떖 怨좉컼 ?꾨줈?앺듃 怨듬갚?쇰줈 留ㅼ텧怨??꾧툑?먮쫫???숈떆??媛먯냼??寃?- AI쨌IoT 媛쒕컻鍮꾧? ?섏?留??곸슜 怨좉컼 ?뺣낫媛 吏?곕맆 寃?- ?듭떊 肄붿뼱留??꾪솚?쇰줈 湲곗〈 ?쒗뭹???좎?蹂댁닔 留ㅼ텧??以?寃?- 怨좉컼蹂??먭? 珥덇낵? 寃??吏?곗씠 諛섎났??寃?
?꾩옱??湲곗닠 ?덊띁?곗뒪? ?꾪솚鍮꾩슜???몄젙?섎릺, ?ㅼ쟻쨌怨좉컼 吏묒쨷쨌諛섎났?깆뿉 ?좎씤?⑥쓣 ?곸슜??50?먯쑝濡??됯??쒕떎.