{"id":5547,"date":"2022-03-23T16:10:17","date_gmt":"2022-03-23T07:10:17","guid":{"rendered":"https:\/\/bcgblog.kr\/?p=5547"},"modified":"2022-04-20T11:17:58","modified_gmt":"2022-04-20T02:17:58","slug":"pandemic-innovation-propelled-performance","status":"publish","type":"post","link":"https:\/\/bcgblog.kr\/pandemic-innovation-propelled-performance\/","title":{"rendered":"\ud14c\ud06c \u00b7 \ubbf8\ub514\uc5b4 \uc0b0\uc5c5, \ud32c\ub370\ubbf9 \ud2b9\uc218 \ub05d? \uc9c0\uc18d\uc801 \uac00\uce58 \ucc3d\ucd9c\uc744 \uc704\ud55c 7\ub300 \uacfc\uc81c"},"content":{"rendered":"

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2022\ub144 TMT(Technology, Media, Telecommunications) \uac00\uce58\ucc3d\ucd9c \uae30\uc5c5 \ubcf4\uace0\uc11c <\/strong><\/h2>\n

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\uae30\uc220, \ubbf8\ub514\uc5b4, \ud1b5\uc2e0 \ubd80\ubb38\uc740 \uae30\uc220\uae30\uc5c5\uc758 \uac15\ub825\ud55c \uc2e4\uc801\uc744 \uc911\uc2ec\uc73c\ub85c \ucd1d \uc8fc\uc8fc\uc218\uc775\ub960 \uce21\uba74\uc5d0\uc11c \ub300\ub2e4\uc218 \ub2e4\ub978 \uc0b0\uc5c5\ub4e4\uc744 \ub2a5\uac00\ud588\ub2e4.<\/strong><\/p><\/blockquote>\n

 <\/p>\n

TMT(\uae30\uc220, \ubbf8\ub514\uc5b4, \ud1b5\uc2e0) \uae30\uc5c5\uc740 \ud604\ub300 \ube44\uc988\ub2c8\uc2a4\uc640 \uc0ac\ud68c\uc758 \uc911\uc2ec \ucd95\uc774\ub2e4. \ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \uae30\uac04, \uc0ac\ub78c\ub4e4\uc774 \uc77c\ud558\uace0, \ud559\uc2b5\ud558\uace0, \uc5ec\uac00\ub97c \uc990\uae30\uace0, \uc0ac\ub78c\ub4e4 \uac04\uc758 \uc5f0\uacb0\uc131\uc744 \uc720\uc9c0\ud558\ub294 \uac83\uc744 \ub300\uba74\uc73c\ub85c \ud558\uae30 \uc5b4\ub824\uc6b4 \uc2dc\uae30\uc5d0 \uc6d0\uaca9\uc73c\ub85c \uac00\ub2a5\ud558\uac8c \ud588\ub2e4. \ub04a\uc784\uc5c6\uc774 \ud601\uc2e0\ud558\ub294 TMT \uae30\uc5c5\ub4e4\uc740 AI, \uc6d0\uaca9\uc758\ub8cc, \uc0c8\ub86d\uac8c \ubd80\uc0c1 \uc911\uc778 \uba54\ud0c0\ubc84\uc2a4<\/strong> \ub4f1\uc758 \ubd84\uc57c\uc5d0\uc11c \ub208\ubd80\uc2e0 \ubc1c\uc804\uc744 \uc774\ub904\ub0b4\uba74\uc11c \ubbf8\ub798\ub97c \uac74\uc124\ud574 \ub098\uac00\uace0 \uc788\ub2e4.<\/p>\n

TMT \uae30\uc5c5\uc740 \ud604\ub300 \uc0dd\ud65c\uc5d0\uc11c\uc758 \uc911\uc694\ud55c \uc5ed\ud560\ub85c \uc778\ud574 \ub610 \ub2e4\ub978 \ubc29\uc2dd\uc758 \uc120\ub3c4 \uae30\uc5c5\uc774 \ub410\ub2e4. BCG\uc758 \ucd5c\uadfc \uac00\uce58 \ucc3d\ucd9c \uae30\uc5c5(Value Creators) \uc21c\uc704\uc5d0 \ub530\ub974\uba74 2016\ub144\ubd80\ud130 2021\ub144\uae4c\uc9c0 \uc774 \uae30\uc5c5\ub4e4\uc740 \uc8fc\uc8fc\uac00\uce58 \ucc3d\ucd9c\uc5d0 \uc788\uc5b4 \ub2e4\ub978 \uae30\uc5c5\ub4e4\uc744 \ub2a5\uac00\ud558\ub294 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n

\uac00\uce58\ucc3d\ucd9c\uc5d0\uc11c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\ub294 \uac83\uc740 \ud14c\ud06c \uae30\uc5c5\ub4e4\uc774\ub2e4. 2022\ub144, \uac00\uce58\ucc3d\ucd9c\uae30\uc5c5 \uc21c\uc704\ubd84\uc11d \ub300\uc0c1\uc778 5\ub144 \ub3d9\uc548, \uc804\uccb4 TMT \ud45c\ubcf8 \uc911 \uae30\uc220\uae30\uc5c5\ub4e4\uc740 TSR(Total Shareholder Return, \ucd1d \uc8fc\uc8fc\uac00\uce58 \uc218\uc775\ub960) \uc911\uac04\uac12 30%\ub97c \uae30\ub85d\ud588\ub294\ub370 \uc774\ub294 \uc5f0\uad6c\ub300\uc0c1 33\uac1c \uc0b0\uc5c5\uc758 \uc804\uccb4 \uc218\uc775\ub960 \uc911\uac04\uac12\uc778 13%\uc758 \ub450 \ubc30\uac00 \ub118\ub294 \uc218\uce58\uc774\ub2e4. (\ubcf4\uae30 1 \ucc38\uc870)<\/p>\n

\"\"<\/a><\/p>\n

\ud558\uc9c0\ub9cc, \uc774 \uada4\uc801\uc744 \uc720\uc9c0\ud558\ub294 \uac83\uc740 TMT \uae30\uc5c5\uc5d0\uac8c \ub3c4\uc804\uacfc\uc81c\uc77c \uc218 \uc788\ub2e4. \ud2b9\ud788 2022\ub144 \ucd08 \uc778\ud50c\ub808\uc774\uc158, \ud1b5\ud654\uc815\ucc45, \uc218\uc775 \uc131\uc7a5\ub960 \ub454\ud654\uc5d0 \ub300\ud574 \ud22c\uc790\uc790\ub4e4\uc758 \ubd88\uc548\uc774 \ucee4\uc9c0\uba74\uc11c \uc8fc\uc2dd\uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc84c\uc744 \ub54c \uadf8 \uc5b4\ub824\uc6c0\uc744 \uc2e4\uac10\ud560 \uc218 \uc788\uc5c8\ub2e4.<\/p>\n

\uadf8\ub7ec\ub098, TMT \uae30\uc5c5\ub4e4\uc774 \uc801\uc808\ud55c \ub300\uc751\uc744 \ud55c\ub2e4\uba74 \uae30\uc874\uac00\uce58\ub97c \uc720\uc9c0\ub294 \ubb3c\ub860 \ub098\uc544\uac00 \ub354 \ud070 \ubd80\uac00\uac00\uce58\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\ub294 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\ub2e4. \uac01\uac01\uc758 \ud2b9\uc815 \uc0b0\uc5c5 \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub530\ub77c, \uace0\ub3c4\ud654\ub41c \ub514\uc9c0\ud138 \uae30\ub2a5\uc744 \ub3c4\uc785\ud558\uace0 \ucc28\uc138\ub300 \uac1c\uc778\ub9de\ucda4\ud654 \ubc0f AI\ub97c \uc6b4\uc601\ud558\uc5ec \uace0\uac1d \uacbd\ud5d8\uc5d0 \uc774\ub974\ub294 \ubaa8\ub4e0 \ubd84\uc57c\uc5d0 \uc801\uc6a9\ud558\ub294 \uac83 \ub4f1\uc774 \uc788\ub2e4. \ub610\ud55c \uc0b0\uc5c5\uac04 \ud30c\ud2b8\ub108\uc2ed\uacfc \uc0dd\ud0dc\uacc4\ub97c \uad6c\uc131\ud558\uace0, \ubd84\uba85\ud55c \uc778\uc218\ud569\ubcd1 \uc804\ub7b5\uc744 \uc218\ub9bd\ud558\uace0, \ud601\uc2e0\uc801\uc778 \uc2e0\uaddc\uc9c4\ucd9c \uae30\uc5c5\ub4e4\uacfc\uc758 \uacbd\uc7c1\uc5d0 \ub300\ube44\ud558\ub294 \uac83\ub3c4 \ud3ec\ud568\ub41c\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, TMT \uae30\uc5c5\uc740 \uc2e0\ud765 \uba54\ud0c0\ubc84\uc2a4 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uae30\ud68c \ucd94\uc9c4 \uc5ec\ubd80\ub97c \uacb0\uc815\ud574\uc57c \ud558\uba70, \ucd94\uc9c4\uc744 \uacb0\uc815\ud588\ub2e4\uba74, \ube44\uc988\ub2c8\uc2a4 \ubc0f \ud22c\uc790\uc790\ub4e4\uc5d0 \uac00\uc7a5 \uc801\ud569\ud55c \ubc29\uc2dd\uc73c\ub85c \uacbd\uc7c1\ud558\ub294 \ubc29\ubc95\uc744 \uacb0\uc815\ud574\uc57c \ud55c\ub2e4.<\/p>\n

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\ucd5c\uace0 TSR\uc744 \uae30\ub85d\ud55c TMT \uae30\uc5c5<\/strong><\/h3>\n

 <\/p>\n

\uac00\uce58 \ucc3d\ucd9c \uae30\uc5c5 \uc21c\uc704 \uacb0\uc815\uc5d0 \uc788\uc5b4 \uc7a5\uae30 \ub3d9\ud5a5\uc744 \uba85\ud655\ud788 \ubd84\uc11d\ud558\uae30 \uc704\ud574 5\ub144 \ub3d9\uc548\uc758 TSR \ub370\uc774\ud130\ub97c \uc0b4\ud3b4\ubd24\ub2e4. \ubb3c\ub860 \ucf54\ub85c\ub098 \ud32c\ub370\ubbf9\uc774 \uc9c0\ub09c 2\ub144\uac04 \ubaa8\ub4e0 \uc885\ub958\uc758 \uae30\uc5c5\ub4e4\uc5d0 \ubbf8\uce5c \uc601\ud5a5\uacfc, TMT \uae30\uc5c5\uc758 \uc2e4\uc801\uc5d0 \ubbf8\uce5c \uc804\ubc18\uc801\uc778 \uae0d\uc815\uc801 \ud6a8\uacfc\ub97c \uac04\uacfc\ud558\ub294 \uac83\uc740 \ubd88\uac00\ub2a5\ud558\ub2e4. \ud45c\ubcf8\uc758 232\uac1c \uc0c1\uc7a5 TMT \uae30\uc5c5\ub4e4 \uc911 70%\uac00 \ud32c\ub370\ubbf9\uc758 \uc815\uc810\uc774 \ud3ec\ud568\ub41c \uae30\uac04\uc778 2020\ub144 3\uc6d4\ubd80\ud130 2021\ub144 11\uc6d4\uc758 21\uac1c\uc6d4 \uae30\uac04\ub3d9\uc548 \uadf8 \uc804 21\uac1c\uc6d4 \uae30\uac04\uc5d0 \ube44\ud574 \ub354 \ub192\uc740 TSR\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n

\uc804\uccb4 5\ub144 \ub3d9\uc548, \uae30\uc220\uae30\uc5c5\ub4e4\uc740 \uac00\uc7a5 \ub192\uc740 TSR\uc744 \uae30\ub85d\ud55c 20\uac1c TMT \uae30\uc5c5\ub4e4 \uc911 17\uac1c\ub97c \ucc28\uc9c0\ud588\ub2e4. (\ubcf4\uae30 2 \ucc38\uc870.) \uc120\ub450 \uae30\uc220\uae30\uc5c5\uc758 \uadf8\ub8f9\uc5d0\ub294 1\uc704\ub97c \ucc28\uc9c0\ud55c \ub808\uc774\uc800\ud14d(Lasertec)\uc744 \ube44\ub86f\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc774 \ub300\uac70 \ud3ec\ud568\ub3fc \uc788\ub2e4. \uc77c\ubcf8\uae30\uc5c5\uc778 \ub808\uc774\uc800\ud14d\uc740 \ud734\ub300\ud3f0\uc744 \ube44\ub86f\ud55c \uae30\uae30\ub4e4\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ubc18\ub3c4\uccb4\ub97c \uc2dc\ud5d8\ud558\uace0 \uac80\uc0ac\ud558\ub294 \uc7a5\uce58\ub97c \ub9cc\ub4dc\ub294 \uae30\uc5c5\uc73c\ub85c, \ucca8\ub2e8 \ucef4\ud4e8\ud130 \uce69\uc758 \uc624\ub958\ub97c \uac10\uc9c0\ud558\ub294 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uac80\uc0ac \uae30\uacc4\uc758 \uc138\uacc4 \ucd5c\ub300 \uacf5\uae09\uc5c5\uccb4\uc774\ub2e4. \uc774 \uae30\uc220\uc5d0 \ub300\ud55c \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\uc758 \uc218\uc694 \uc99d\uac00\ub85c \uc778\ud574 \ub808\uc774\uc800\ud14d\uc758 \ub9e4\ucd9c\uacfc \uc21c\uc218\uc775\uc740 \uc9c0\ub09c \uba87 \ub144\uac04 \uc0c1\uc2b9\ud588\uace0, \uadf8 \uacb0\uacfc 5\ub144\uac04\uc758 \ud3c9\uade0 \uc5f0\uac04 TSR 130%\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n

\"\"<\/a><\/p>\n

\uac00\uce58 \ucc3d\ucd9c \uc808\ub300\uc561 \uae30\uc900\uc73c\ub85c, \uc18c\uc218\uc758 \ub514\uc9c0\ud138 \ub300\uae30\uc5c5\ub4e4\uc758 \uc2e4\uc801\uc774 TMT \ubd80\ubb38 \uc2dc\uc7a5\uac00\uce58\uc758 \uc804\ubc18\uc801\uc778 \uc0c1\uc2b9\uc5d0 \ub9c9\ub300\ud55c \uc601\ud5a5\uc744 \ubbf8\ucce4\ub2e4. \uc560\ud50c(Apple), \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(Microsoft), \uc54c\ud30c\ubcb3(Alphabet), \uc544\ub9c8\uc874(Amazon), \uc5d4\ube44\ub514\uc544(Nvidia)<\/strong>\uc758 5\uac1c \uae30\uc5c5\ub4e4\uc774 TMT \ubd80\ubb38\uc758 \uc2dc\uac00\ucd1d\uc561 \uc804\uccb4 \uc0c1\uc2b9\ubd84\uc758 \uac70\uc758 \uc808\ubc18\uc744 \ucc28\uc9c0<\/strong>\ud588\ub2e4. (\ubcf4\uae30 3 \ucc38\uc870)<\/p>\n

\"\"<\/a><\/p>\n

\ub208\uc5d0 \ub744\ub294 TMT \uac00\uce58 \ucc3d\ucd9c \uae30\uc5c5\ub4e4\uc774 \ubaa8\ub450 \ub300\uae30\uc5c5\uc740 \uc544\ub2c8\ub2e4. \ucd5c\uace0 \uc218\uc900\uc758 \uc5f0\ud3c9\uade0 TSR\uc744 \uc790\ub791\ud558\ub294 20\uac1c TMT \uae30\uc5c5 \uc911 \uc2dc\uac00\ucd1d\uc561\uc774 500\uc5b5 \ub2ec\ub7ec \ubbf8\ub9cc\uc778 \uae30\uc5c5\uc774 \uc808\ubc18 \uc774\uc0c1\uc774\ub2e4. \uadf8\uc911\uc5d0\ub294 TSR 85%, \uc2dc\uac00\ucd1d\uc561 60\uc5b5 \ub2ec\ub7ec\uc778 \uc804\ubb38 \ubbf8\ub514\uc5b4\uc6a9 \uae00\ub85c\ubc8c \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc \uae30\uc5c5 \ud4e8\ucc98(Future), TSR 77%, \uc2dc\uac00\ucd1d\uc561 120\uc5b5 \ub2ec\ub7ec\uc778 \uc2a4\uc6e8\ub374 \ube44\ub514\uc624\uac8c\uc784 \uae30\uc5c5 \uc5e0\ube0c\ub808\uc774\uc11c \uadf8\ub8f9(Embracer Group), TSR 55%, \uc2dc\uac00\ucd1d\uc561 180\uc5b5 \ub2ec\ub7ec\uc778 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ud611\uc5c5 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc81c\uc870\uc5c5\uccb4 \ub9c1\uc13c\ud2b8\ub7f4(RingCentral) \ub4f1\uc774 \uc788\ub2e4.<\/p>\n

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\uae30\uc220 \ubd80\ubb38, TMT \uac00\uce58 \ucc3d\ucd9c\uc5d0 \ub3c5\ubcf4\uc801 \uc5ed\ud560<\/strong><\/h3>\n

 <\/p>\n

TMT \ubd80\ubb38\uc758 \uac15\ub825\ud55c \uc2e4\uc801\uc740 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4, \uc628\ub77c\uc778 \ud68c\uc758 \ud50c\ub7ab\ud3fc, \ud611\uc5c5 \ud234, \ubc18\ub3c4\uccb4, \uc0ac\uc774\ubc84\ubcf4\uc548 \uc194\ub8e8\uc158 \uc218\uc694\uc758 \uc0c1\uc2b9\uc744 \ud3ec\ud568\ud574 \ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \uae30\uac04 \ub3d9\uc548 \uae09\uc99d\ud55c \uae30\uc220 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\uc758 \uc218\uc694 \ub355\ubd84\uc774\uc5c8\ub2e4. BCG\uac00 \ubd84\uc11d\ud55c 5\ub144\uc758 \uae30\uac04 \ub3d9\uc548, \uc77c\ubd80 \uae30\uc220 \ub300\uae30\uc5c5\uc758 \uc2dc\uc7a5\uac00\uce58\ub294 \ubb34\ub824 3\ubc30 \uc774\uc0c1 \uc131\uc7a5\ud588\ub2e4.
\n\ucd5c\uace0\uc2e4\uc801 \uae30\uc220\uae30\uc5c5\ub4e4\uc5d0\ub294 BCG \ubaa9\ub85d\uc5d0 \ucc98\uc74c \ub4f1\uc7a5\ud55c 5\uac1c \uae30\uc5c5\uc774 \ud3ec\ud568\ub3fc \uc788\ub2e4. \ub808\uc774\uc800\ud14d \uc678\uc5d0\ub3c4, \uad11\uace0 \uae30\uc220\uae30\uc5c5 \ub354\ud2b8\ub808\uc774\ub4dc\ub370\uc2a4\ud06c(The Trade Desk), \ud074\ub77c\uc6b0\ub4dc\uae30\ubc18 \uc778\ubc14\uc6b4\ub4dc \ub9c8\ucf00\ud305 \ubc0f \uace0\uac1d\uc11c\ube44\uc2a4 \ud50c\ub7ab\ud3fc \ud5c8\ube0c\uc2a4\ud31f(HubSpot), \uc9d1\uc801\ud68c\ub85c \uc81c\uc870\uc5c5\uccb4 \ubca0\uc774\ud321\ud654\ucc3d(Naura Technology), \ud074\ub77c\uc6b0\ub4dc \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud50c\ub7ab\ud3fc \ud2b8\uc70c\ub9ac\uc624(Twilio) \ub4f1\uc774 \uc5ec\uae30\uc5d0 \ud3ec\ud568\ub41c\ub2e4.<\/p>\n

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\ubbf8\ub514\uc5b4 \ubd80\ubb38, \ud638\uc2e4\uc801<\/strong><\/h3>\n

 <\/p>\n

\uc2a4\ud2b8\ub9ac\ubc0d \uc11c\ube44\uc2a4, \uc18c\uc15c \ubbf8\ub514\uc5b4, \uac8c\uc784\uc744 \ud3ec\ud568\ud574 \uc628\ub77c\uc778 \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud32c\ub370\ubbf9 \uae30\uac04 \ub3d9\uc548 \ud3ed\ubc1c\uc801\uc73c\ub85c \uc99d\uac00\ud574 \ubbf8\ub514\uc5b4 \uae30\uc5c5\ub4e4\uc758 \ud3c9\uac00 \uac00\uce58\uac00 \uc218\uc9c1\uc73c\ub85c \uc0c1\uc2b9\ud588\ub2e4. \ub610\ud55c \ub77c\uc774\ube0c \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8 \uae30\uc5c5\uc758 \uacbd\uc6b0\uc5d0\ub3c4 \ud32c\ub370\ubbf9 \uc774\uc804\uc73c\ub85c\uc758 \uc77c\uc0c1 \ud68c\ubcf5\uc5d0 \ub300\ud55c \uae30\ub300\uac00 \ucee4\uc9c0\uba74\uc11c \ud3c9\uac00 \uac00\uce58\uac00 \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n

\ubbf8\ub514\uc5b4 \uc0b0\uc5c5\uc758 \uc2e4\uc801\uc740 2020\ub144 \uc870\uc0ac \uc218\uce58\uc5d0 \ube44\ud574\uc11c\ub294 \ub2e4\uc18c \ud558\ub77d\ud588\uc9c0\ub9cc \uc774 \uc0b0\uc5c5\uc740 \uacc4\uc18d\ud574\uc11c \uc5c4\uccad\ub09c \uc218\uc775\uc744 \ucc3d\ucd9c<\/strong>\ud558\uace0 \uc788\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \ubd84\uc11d \ub300\uc0c1 \uae30\uc5c5\ub4e4\uc758 \uc2dc\uc7a5\uac00\uce58\ub294 2016\ub144\uc5d0\uc11c 2021\ub144\uae4c\uc9c0 \ub450 \ubc30 \uc774\uc0c1 \uc99d\uac00\ud588\ub2e4. BCG \ud45c\ubcf8\uc758 \ubbf8\ub514\uc5b4 \uae30\uc5c5\ub4e4\uc740 \uc5f0\ud3c9\uade0 TSR 15%\ub97c \ub2ec\uc131<\/strong>\ud588\ub294\ub370, \uc774\ub294 \uc870\uc0ac \ub300\uc0c1 33\uac1c \uc0b0\uc5c5 \uc911 14\uc704\uc774\uba70 \uc804\uccb4 \uc0b0\uc5c5 \uc804\ubc18\uc758 \uc911\uac04\uac12 TSR\uc778 13%\ubcf4\ub2e4 \ub192\uc740 \uc131\uc801<\/strong>\uc774\ub2e4.<\/p>\n

\uc54c\ud30c\ubcb3(Google \ubaa8\ud68c\uc0ac), \uba54\ud0c0(Meta), \ud150\uc13c\ud2b8(Tencent), \ub137\ud50c\ub9ad\uc2a4(Netflix), \uc6d4\ud2b8 \ub514\uc988\ub2c8(Walt Disney)<\/strong>\uc758 5\uac1c \ub514\uc9c0\ud138 \ubc0f \ube44\ub514\uc624 \ub300\uae30\uc5c5\ub4e4\uc774 5\ub144 \uae30\uac04 \ub3d9\uc548 \uc804\uccb4 \ubbf8\ub514\uc5b4 \uae30\uc5c5 \uac00\uce58 \ucc3d\ucd9c\uc5d0\uc11c \ub300\ubd80\ubd84(86%)\uc744 \ucc28\uc9c0<\/strong>\ud588\ub2e4.<\/p>\n

 <\/p>\n

 <\/p>\n

\ud1b5\uc2e0 \ubd80\ubb38, \uc5c7\uac08\ub9b0 \uc2e4\uc801<\/strong><\/h3>\n

 <\/p>\n

\ud1b5\uc2e0 \ubd80\ubb38\uc758 \uc2e4\uc801\uc740 \uc5f0\ud3c9\uade0 TSR 7%\ub85c \uc0b0\uc5c5\uac04 \ube44\uad50\uc5d0\uc11c \ud558\uc704\uad8c\uc5d0 \uc18d\ud55c\ub2e4. \ud558\uc9c0\ub9cc \ucd1d\uc218 \uce58\uac00 \ubaa8\ub4e0 \uac83\uc744 \ub9d0\ud574 \uc8fc\ub294 \uac83\uc740 \uc544\ub2c8\ub2e4. BCG\uc758 \ud1b5\uc2e0\uc0b0\uc5c5 \ud45c\ubcf8\uc5d0\uc11c, \ubb34\uc120 \uc140 \uae30\uc9c0\uad6d\uc744 \uc124\uce58\ud558\uace0 \uc720\uc9c0\ud558\ub294 \uc778\ud504\ub77c \uae30\uc5c5\uc740 \uc5f0\ud3c9\uade0 TSR 24%\ub97c \uae30\ub85d\ud588\ub2e4. \uc774\ub294 \ud1b5\uc2e0\uc5c5\uccb4 \uc5f0\ud3c9\uade0 TSR 7%\ubcf4\ub2e4 \uc138 \ubc30 \uc774\uc0c1 \ub192\uc740 \uc218\uce58\uc774\ub2e4. \ud1b5\uc2e0\uc5c5\uccb4\ub098 \ub2e4\ub978 \uae30\uc5c5\ub4e4\uc774 \uae30\uc9c0\uad6d \ubc0f \uae30\ud0c0 \uc2e4\ubb3c \uc790\uc0b0\uc744 \ub3c5\ub9bd\uccb4\ub85c \ubd84\uc0ac\ud558\ub294 \uc778\ud504\ub77c \uce74\ube0c\uc544\uc6c3(carve-out)\uc744 \ud1b5\ud574 \uc778\ud504\ub77c \uc790\uc0b0\uc758 \uc804\uccb4 \uac00\uce58\uac00 \ucd5c\ub300\ud55c \ud65c\uc6a9\ub418\uc5b4 \ub2e8\uae30\uc801\uc778 \uac00\uce58\uac00 \ucc3d\ucd9c\ub418\uace0, \ubcf4\ub2e4 \ud6a8\uc728\uc801\uc778 \uc6b4\uc601, \ub354 \ub9ce\uc740 \uc218\uc775\uc6d0, \uc548\uc815\uc801\uc778 \ud604\uae08\ud750\ub984\uc73c\ub85c \uc778\ud574 \uc7a5\uae30\uc801\uc778 \uac00\uce58\uac00 \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n

TMT \uc0b0\uc5c5\uc5d0\uc11c \uc778\ud504\ub77c \uae30\uc5c5\uc758 \uc0c1\ub300\uc801\uc73c\ub85c \uac15\ub825\ud55c \uc2e4\uc801\uacfc\ub294 \ub300\uc870\uc801\uc73c\ub85c, \uc804\ubc29\uc704 \ud1b5\uc2e0\uc5c5\uccb4\ub4e4\uc740 \ub2e4\uc18c \uc57d\ud55c \uc218\uc775\uc744 \uae30\ub85d\ud588\ub2e4. \ucf54\ub85c\ub098 \ud32c\ub370\ubbf9\uc73c\ub85c \uc778\ud574 \uc778\ud130\ub137 \ud2b8\ub798\ud53d\uc740 \uc0c1\uc2b9\ud588\uc9c0\ub9cc, \ub192\uc740 \ud2b8\ub798\ud53d\uc774 \uc790\ub3d9\uc73c\ub85c \ud1b5\uc2e0\uc5c5\uccb4\uc758 \ub192\uc740 \uc218\uc775\uc73c\ub85c \uc5f0\uacb0\ub418\uc9c0\ub294 \uc54a\ub294\ub2e4. \uc77c\ubd80 \uc5c5\uacc4 \uc804\ubb38\uac00\uc758 \ucd94\uc0b0\uc5d0 \ub530\ub974\uba74, \uc0ac\ub78c\ub4e4\uc774 \uc5ec\ud589\uc744 \uba48\ucd94\uba74\uc11c, \ub85c\ubc0d \uc694\uae08 \uac10\uc18c\ub85c \uc778\ud574 \ud1b5\uc2e0\uae30\uc5c5\uc758 \uc218\uc775\uc774 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \ud558\ub77d\ud588\ub2e4\uace0 \ubcf4\uc558\ub2e4.<\/p>\n

 <\/p>\n

 <\/p>\n

TMT \uae30\uc5c5\uc758 \ubbf8\ub798<\/strong><\/h3>\n

 <\/p>\n

\ube44\uc988\ub2c8\uc2a4\uac00 \uc6b4\uc601\ub418\ub294 \ubc29\uc2dd\uacfc \uc0ac\ub78c\ub4e4\uc774 \uc77c\ud558\uace0, \ub180\uace0, \uc5b4\uc6b8\ub9ac\ub294 \ubc29\uc2dd\uc740 \uacc4\uc18d\ud574\uc11c \uc9c4\ud654\ud558\uace0 \uc788\ub2e4. TMT \uae30\uc5c5\ub4e4\uc740 \ub2e4\uc74c\uc758 \uae30\ud68c\ub4e4\uc744 \ud65c\uc6a9\ud55c\ub2e4\uba74 \uae30\uc874\uac00\uce58\ub97c \uc720\uc9c0\ud558\uace0 \ub098\uc544\uac00 \ubd80\uac00\uc801\uc778 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\uae30\uc5d0 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\ub2e4.<\/p>\n

 <\/p>\n

[1] \uace0\ub3c4\ud654\ub41c \ub514\uc9c0\ud138 \uc5ed\ub7c9 \ub3c4\uc785<\/strong><\/h4>\n

 <\/p>\n

TMT\ub97c \ud3ec\ud568\ud55c \ubaa8\ub4e0 \uae30\uc5c5\ub4e4\uc740 \ub514\uc9c0\ud138\uc744 \ub3c4\uc785\ud574\uc57c \ud55c\ub2e4. TMT \uc120\ub3c4\uae30\uc5c5\ub4e4\uc740 \uace0\ub3c4\ud654\ub41c \ub514\uc9c0\ud138 \uc5ed\ub7c9\uc744 \ucc3d\ucd9c\ud558\uae30 \uc704\ud574 \uc0ac\ub78c\uacfc \uae30\uc220\uc758 \uac15\uc810\uc744 \uacb0\ud569\ud55c \ubc14\uc774\uc624\ub2c9 \ud615\ud0dc\uc758 \uc870\uc9c1<\/a>\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\ub2e4. \ub9ce\uc740 TMT \uae30\uc5c5\ub4e4\uc774 \uc774 \uc5ed\ub7c9\uc744 \uc870\uae30\uc5d0 \ub3c4\uc785\ud55c\ub370 \ube44\ud574, \ub2e4\ub978 \uae30\uc5c5\ub4e4\uc740 \uc544\uc9c1 \ub4a4\ucc98\uc838 \uc788\ub294\ub370, \uc774 \ubaa8\ub378\uc774 \uc2e4\uc801 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uc9c4\ub2e4\ub294 \uc810\uc5d0\uc11c \ucd94\uc9c4\ud574\ubcfc \ub9cc\ud55c \uac00\uce58\uac00 \uc788\ub2e4. \uc774\ub294 \ub9e4\ucd9c \uc131\uc7a5, \uc81c\ud488 \ucd9c\uc2dc \uc2dc\uac04, \ube44\uc6a9\ud6a8\uc728\uc131 \ub4f1\uc774 \ud3ec\ud568\ub41c 36\uac1c \uc2e4\uc801 \uc9c0\ud45c\uc5d0 \ub300\ud574 \ub514\uc9c0\ud138 \uace0\ub3c4\ud654\ub97c \ud3c9\uac00\ud55c BCG \ub514\uc9c0\ud138 \ubc1c\uc804\uc9c0\uc218 (DAI: Digital Acceleration Index) \ubd84\uc11d\uc5d0 \uae30\ubc18\ud55c \uac83\uc774\ub2e4. \ub514\uc9c0\ud138 \uc120\ub3c4\uae30\uc5c5\uc778 TMT \uae30\uc5c5\ub4e4\uc758 \uc6b0\uc218\ud55c \uc2e4\uc801\uc740 \ud2b9\ud788 \ud32c\ub370\ubbf9 \uae30\uac04 \ub3d9\uc548 \ub450\ub4dc\ub7ec\uc84c\ub294\ub370, \uc774 \uae30\uac04\uc5d0 \uc774 \uae30\uc5c5\ub4e4\uc740 \ub514\uc9c0\ud138 \ud6c4\ubc1c \uae30\uc5c5\uc5d0 \ube44\ud574 \uc6d4\ub4f1\ud558\uac8c \ub192\uc740 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\ub2e4. 2020\ub144 2\uc6d4\ubd80\ud130 2021\ub144 11\uc6d4\uae4c\uc9c0, \ub514\uc9c0\ud138 \uc120\ub3c4\uae30\uc5c5\uc758 \uc2dc\uac00\ucd1d\uc561\uc740 36% \uc131\uc7a5\ud55c \ub370 \ube44\ud574 \ub514\uc9c0\ud138 \ud6c4\ubc1c \uae30\uc5c5\uc758 \uc2dc\uac00\ucd1d\uc561\uc740 \uaca8\uc6b0 5% \uc0c1\uc2b9\ud558\ub294 \ub370 \uadf8\ucce4\ub2e4. (\ubcf4\uae30 4 \ucc38\uc870)<\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n

[2] \ucc28\uc138\ub300 \uac1c\uc778\ub9de\ucda4\ud654 \ubc0f AI \ud65c\uc6a9<\/strong><\/h4>\n

 <\/p>\n

\uace0\uac1d\ub4e4\uc774 \uc6d0\ud558\ub294 \ub300\ub85c \uc0c1\ud488\uc744 \ub9de\ucda4\ud654\ud558\ub294 \uac83\uc740 \ubaa8\ub4e0 \uc720\ud615\uc758 TMT\uae30\uc5c5\ub4e4\uc774 \ubcf4\ub2e4 \ud6a8\uacfc\uc801\uc778 \ud560\uc778 \uad6c\uc870\uc640 \uac00\uaca9\uad00\ub9ac\ub97c \ud655\ub9bd\ud568\uc73c\ub85c\uc368 \uace0\uac1d \uc774\ud0c8\uc744 \ucd5c\uc18c\ud654\ud558\uace0 \uac00\uaca9 \ud604\uc2e4\ud654\ub97c \uac1c\uc120\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4. \uace0\uae09 \uac1c\uc778\ub9de\ucda4\ud654 \ubc0f AI\ub97c \ub3c4\uc785\ud558\ub294 \uac83\uc740 \ubcf4\ub2e4 \ub9de\ucda4\ud654\ub41c \uc81c\ud488\uc744 \uc81c\uacf5\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d\uc11c\ube44\uc2a4\ub97c \uac1c\uc120\ud558\ub294 \ubc29\ubc95\uc774\ub2e4. \uc608\ub97c \ub4e4\uc5b4, AI \uc0ac\uc6a9\uc744 \ud655\ub300\ud568\uc73c\ub85c\uc368, \ud1b5\uc2e0\uc5c5\uccb4\ub294 \ub124\ud2b8\uc6cc\ud06c \ubc30\uce58\ub97c \ucd5c\uc801\ud654\ud558\uace0 \uc774\ub294 \uacb0\uad6d \ub354 \ub098\uc740 \uc11c\ube44\uc2a4\uc640 \uace0\uac1d \uacbd\ud5d8\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n

 <\/p>\n

[3] \ud30c\ud2b8\ub108\uc2ed\uacfc \uc0dd\ud0dc\uacc4\ub97c \uc774\uc6a9\ud574 \uc2e0\uc18d\ud558\uac8c \uc6c0\uc9c1\uc774\uace0 \uc2dc\ub108\uc9c0 \ud6a8\uacfc \ucc3d\ucd9c<\/strong><\/h4>\n

 <\/p>\n

\uae30\uc220 \uae30\uc5c5\ub4e4\uc774 \ud601\uc2e0\uacfc \ub514\uc9c0\ud138 \uc6b4\uc601\uc758 \uc120\ubd09\uc5d0 \uc788\ub294 \uac83\uc740 \uc774\ub4e4\uc774 \uac00\uce58 \ucc3d\ucd9c\uc5d0\uc11c \ub2e4\ub978 \uc0b0\uc5c5\uc744 \uc55e\uc11c\ub294 \uc774\uc720 \uc911 \ud558\ub098\uc774\ub2e4. \ub300\ub2e4\uc218 \ubbf8\ub514\uc5b4 \ubc0f \ud1b5\uc2e0 \uc5c5\uccb4\ub4e4\uc774 \uace0\uac1d\uc5d0\uac8c \uc811\uadfc\ud558\uace0 \ucd5c\uace0 \uc218\uc900\uc758 \ub370\uc774\ud130 \uae30\ubc18 \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uc0c8\ub85c\uc6b4 \ubc29\ubc95\uc744 \ucc3e\uc744 \uc218 \uc788\ub294 \ub514\uc9c0\ud138 \uc6b0\uc120 \uae30\uc5c5\uc73c\ub85c \ubcc0\ubaa8\ud568\uc73c\ub85c\uc368 \uc774 \uae30\uc220\uae30\uc5c5\ub4e4\uc758 \uc131\uacf5\uc0ac\ub840\ub97c \ub530\ub974\uace0\uc790 \ud558\uace0 \uc788\ub2e4. \ubbf8\ub514\uc5b4 \ubc0f \ud1b5\uc2e0 \uae30\uc5c5\uc5d0 \uae30\uc220 \uae30\uc5c5\uacfc \ud611\ub825\ud558\ub294 \uac83\uc740 \uc774 \ud504\ub85c\uc138\uc2a4\ub97c \uac00\uc18d\ud560 \uc218 \uc788\ub294 \ud55c \uac00\uc9c0 \ubc29\ubc95\uc774\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \ud1b5\uc2e0\uc5c5\uccb4\ub294 \uae30\uc220 \uae30\uc5c5\uacfc\uc758 \uc81c\ud734\ub97c \ud1b5\ud574 5G \ub124\ud2b8\uc6cc\ud06c, \ub124\ud2b8\uc6cc\ud06c \ud604\ub300\ud654, \uc5e3\uc9c0 \ucef4\ud4e8\ud305(edge computing)\uc758 \uc7a0\uc7ac\uc801 \ud61c\ud0dd\uc744 \uc2e4\ud604\ud560 \uc218 \uc788\ub2e4. \ud1b5\uc2e0\uc5c5\uccb4\ub4e4\uc740 \uc774\ubbf8 \uc5e3\uc9c0 \uae30\ubc18 \uc11c\ube44\uc2a4 \ucd9c\uc2dc\ub97c \uc704\ud574 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(hyperscaler)\ub4e4\uacfc \ud611\ub825\ud558\uba74\uc11c \uc774 \uac19\uc740 \uc6c0\uc9c1\uc784\uc744 \uc2dc\uc791\ud558\uace0 \uc788\ub2e4.<\/p>\n

 <\/p>\n

[4] \uc778\uc218 \ubc0f \ud569\ubcd1\uc5d0 \ub300\ud55c \ud655\uc2e4\ud55c \uc804\ub7b5 \uc218\ub9bd<\/strong><\/h4>\n

 <\/p>\n

TMT\uae30\uc5c5\uc774 \uc218\uc775 \uc99d\uac00 \ubc29\ubc95\uc744 \uac15\uad6c\ud558\uba74\uc11c, \ud2b9\ud788 \uac8c\uc784\uacfc \uac19\uc740 \ubbf8\ub514\uc5b4 \uc0b0\uc5c5 \uc2dc\uc7a5 \ubd80\ubb38\uc5d0\uc11c \uc778\uc218\ud569\ubcd1\uc744 \ud1b5\ud574 \ub354 \ub9ce\uc740 \ud1b5\ud569\uc774 \uc774\ub8e8\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uc18c\ub2c8(Sony), \uc5e0\ube0c\ub808\uc774\uc11c, \ud14c\uc774\ud06c\ud22c\uc778\ud130\ub799\ud2f0\ube0c(Take-Two-Interactive)\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\uc740 \ud5a5\ud6c4 \ud0c0\uc774\ud2c0\uc758 \ud30c\uc774\ud504\ub77c\uc778\uc744 \ud655\uc7a5\ud558\uace0, \uc544\ub9c8\ub3c4 \uba54\ud0c0\ubc84\uc2a4 \uc911\uc2ec\uc758 \ubbf8\ub798\uc5d0 \uc804\ub7b5\uc801\uc778 \uc785\uc9c0\ub97c \ud655\uace0\ud788 \ud558\uae30 \uc704\ud574 \uac8c\uc784\uc5c5\uccb4\ub4e4\uc744 \uc778\uc218\ud588\ub2e4. \ubaa8\ub4e0 \uc885\ub958\uc758 TMT \uae30\uc5c5\ub4e4\uc774 \uadf8\ub4e4\uc5d0\uac8c \uac00\uce58 \ucc3d\ucd9c \uc7a0\uc7ac\ub825\uc774 \uac00\uc7a5 \ud070 \ubaa9\ud45c\ub97c \uacb0\uc815\ud558\ub294 \ub4f1 \ud655\uc2e4\ud55c \uac70\ub798 \uc804\ub7b5\uc744 \uc218\ub9bd\ud574\uc57c \ud55c\ub2e4.<\/p>\n

 <\/p>\n

[5] \ud601\uc2e0\uc801 \uc2e0\uaddc\uae30\uc5c5\uacfc\uc758 \uacbd\uc7c1 \ub300\ube44<\/strong><\/h4>\n

 <\/p>\n

\uc2e0\uc0dd \uace0\uc131\uc7a5 \uae30\uc5c5\ub4e4\uc774 \uc8fc\uc8fc\uc218\uc775\ub960 \uae30\uc900 \uae30\uc874\uc758 TMT \uc120\ub450 \uae30\uc5c5\ub4e4, \ud2b9\ud788 \uae30\uc220\uae30\uc5c5\ub4e4\uc758 \ud604\uc0c1 \uc720\uc9c0\uc5d0 \uc704\ud611\uc774 \ub420 \uc218 \uc788\ub2e4. BCG\uc758 100\ub300 \uc131\uc7a5\uae30\uc220\uae30\uc5c5(BCG\u2019s Growth Tech 100)\uc758 \uc5f0\ud3c9\uade0 \ud3c9\uac00 \uac00\uce58\ub294 2020\ub144 1\uc6d4\uc5d0\uc11c 2021\ub144 6\uc6d4\uae4c\uc9c0 93% \uc0c1\uc2b9\ud588\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \uc804\uccb4 \uc131\uc7a5\ub960 27%\uc5d0 \ube44\ud574 \uc138 \ubc30 \uc774\uc0c1 \ud070 \uc0c1\uc2b9\uc774\uc5c8\ub2e4.<\/p>\n

 <\/p>\n

[6] \uba54\ud0c0\ubc84\uc2a4 \uc804\ub7b5 \uc218\ub9bd<\/strong><\/h4>\n

 <\/p>\n

\ud5a5\ud6c4 \uc2ed\ub144 \ub3d9\uc548, \uba54\ud0c0\ubc84\uc2a4-\ud604\uc2e4\uacfc \uac00\uc0c1 \uc138\uacc4\uac00 \uc735\ubcf5\ud569\ub41c \uc138\uacc4\ub77c\ub294 \ub73b\uc73c\ub85c, \ud604\uc2e4\uacfc \uacb0\ud569\ud55c \uac00\uc0c1 \uc138\uacc4\uc5d0\uc11c \uc0c1\ud638\uc791\uc6a9\ud558\uace0 \ud65c\ub3d9\ud560 \uc218 \uc788\ub294 \uacf5\uac04-\uac00 \ube44\uc988\ub2c8\uc2a4\uc640 \uac1c\uc778\uc758 \uc0dd\ud65c, \uc0ac\ud68c\uc801 \uc0c1\ud638\uc791\uc6a9\uc5d0 \ub2e4\uc591\ud55c \ubc29\uc2dd\uc73c\ub85c \uc2a4\uba70\ub4e4 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. (\ubcf4\uae30 5 \ucc38\uc870) \uc77c\ubd80 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uc2dc\uc7a5\uc73c\ub85c\uc11c \uba54\ud0c0\ubc84\uc2a4\uc758 \uaddc\ubaa8\uac00 2030\ub144\uacbd\uc5d0\ub294 1\uc870 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uc218\ub3c4 \uc788\ub2e4\ub294 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\"\"<\/a><\/p>\n

\uba54\ud0c0\ubc84\uc2a4\ub294 \uae30\uc874 \uae30\uc220\uc758 \uc138 \uac00\uc9c0 \uc601\uc5ed\uc774 \uacb0\ud569\ud574 \uadf8 \uc5ed\ub7c9\uc774 \uae09\uc18d\ub3c4\ub85c \uc9c4\ud654\ud558\uace0 \uc788\ub2e4. \ucef4\ud4e8\ud305 \uc5ed\ub7c9\uacfc \uc5f0\uacb0\uc131\uc758 \uac15\ud654\ub85c \uac00\ub2a5\ud574\uc9c4 \ud50c\ub7ab\ud3fc(AR(\uc99d\uac15\ud604\uc2e4)\/VR(\uac00\uc0c1\ud604\uc2e4), MR(\ud63c\ud569\ud604\uc2e4)),<\/strong> \ube14\ub85d\uccb4\uc778 \uae30\ubc18\uc758 \ub514\uc9c0\ud138 \ubc0f \uc6f9 3.0 \uc790\uc0b0<\/strong>\uc774\ub2e4.<\/p>\n

\uc815\ud655\ud788 \uc5b4\ub5a4 \uae30\uc220\uc774\ub098 \ud50c\ub7ab\ud3fc\uc774 \uc9c0\ubc30\uc801\uc73c\ub85c \ub420 \uac83\uc778\uc9c0 \uc815\ud655\ud788 \ub9d0\ud558\ub294 \uac83\uc740 \uc2dc\uae30\uc0c1\uc870\uc774\uc9c0\ub9cc, TMT\uae30\uc5c5\uc774 \uc774 \uba54\ud0c0\ubc84\uc2a4 \uc0dd\ud0dc\uacc4\uc5d0 \uc5b4\ub5bb\uac8c \ucc38\uc5ec\ud560\uc9c0\ub97c \uacc4\ud68d\ud558\ub294 \uac83\uc740 \uc804\ud600 \uc774\ub974\uc9c0 \uc54a\ub2e4. \uae30\uc220\uae30\uc5c5\ub4e4\uc5d0\uac8c, \uc774\uac83\uc740 \uae30\uc900\uacfc \ud50c\ub7ab\ud3fc\uc744 \ud615\uc131\ud560 \uae30\ud68c\uc774\ub2e4. \ubbf8\ub514\uc5b4 \uae30\uc5c5, \ud2b9\ud788 \ube44\ub514\uc624\uac8c\uc784\uc5c5\uccb4\ub4e4\uc740VR\ubc0f AR \uae30\ubc18 \ubab0\uc785 \uacbd\ud5d8 \ub4f1 \uba54\ud0c0\ubc84\uc2a4 \ucf58\ud150\uce20\ub97c \uc81c\uc791\ud560 \uc218 \uc788\ub294 \ucd5c\uc801\uc758 \uc704\uce58\uc5d0 \uc788\ub2e4. \ub610\ud55c \ud1b5\uc2e0\uae30\uc5c5\uc5d0\ub294 5G\uc640 \uc640\uc774\ud30c\uc7746\uc758 \ud615\ud0dc\ub85c \ucc28\uc138\ub300 \uc5f0\uacb0\uc131\uc744 \uad6c\ucd95\ud560 \ud655\uc2e4\ud55c \uae30\ud68c\uc774\ub2e4.<\/p>\n

 <\/p>\n

[7] \uace0\uac1d\uacbd\ud5d8 \uc7ac\uc815\uc758<\/strong><\/h4>\n

 <\/p>\n

\ud6cc\ub96d\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc740 TMT\uae30\uc5c5\ub4e4\uc774 \ubd80\uac00\uac00\uce58\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\ub294 \ub610 \ub2e4\ub978 \ubc29\ubc95\uc774\ub2e4. BCG \uc5f0\uad6c\uc870\uc0ac\uc5d0 \ub530\ub974\uba74, \uace0\uac1d\ub9cc\uc871\ub3c4 \uc810\uc218\uac00 \ucd5c\uc0c1\uc704 \uc218\uc900\uc778 \uae30\uc5c5\ub4e4\uc740 \ud3c9\uade0\uc810\uc218\uc778 \uae30\uc5c5\ub4e4\uc5d0 \ube44\ud574 \uc9c0\ub09c 10\ub144\uac04 \uc8fc\uc8fc\uac00\uce58\ub97c 2\ubc30\ub098 \ub9ce\uc774 \ucc3d\ucd9c\ud588\ub2e4. \uadf8 \uc608\ub85c, \u2018\uc544\ub9c8\uc874\u2019\uacfc \u2018\uc560\ud50c\u2019\uc740 \ub514\uc9c0\ud138 \uae30\uc220\uacfc \uc778\uac04\uc911\uc2ec \ub514\uc790\uc778 \uc0ac\uace0(design thinking)<\/strong>\ub97c \uc774\uc6a9\ud574 \ub9e4\uc6b0 \ub6f0\uc5b4\ub09c \uace0\uac1d\uacbd\ud5d8\uc744 \uc81c\uacf5\ud55c\ub2e4. \uc774\uac83\uc740 \uc774 \uae30\uc5c5\ub4e4\uc774 TMT \ubd80\ubb38\uc758 \uc2dc\uac00\ucd1d\uc561 \uc0c1\uc2b9\ubd84\uc5d0\uc11c \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud55c \uae30\uc5c5\ub4e4\uc5d0 \uc18d\ud560 \uc218 \uc788\uc5c8\ub358 \uc774\uc720 \uc911 \ud558\ub098\uc774\ub2e4.<\/p>\n

\uace0\uac1d\uacbd\ud5d8 \ud5a5\uc0c1\uc744 \uc704\ud574 \uae30\uc5c5\ub4e4\uc740 \ud604 \uc0c1\ud0dc\ub97c \uc810\uc9c4\uc801\uc73c\ub85c \uac1c\uc120\ud558\uae30 \ubcf4\ub2e4\ub294 \uacfc\uac10\ud55c \ub300\ucc45\uc744 \ucd94\uc9c4\ud574\uc57c \ud55c\ub2e4. \ud55c \uac00\uc9c0 \ubc29\ubc95\uc740 \uc77c\uba85 \u2018\ub9c8\uc774\ub2e4\uc2a4(MIDAS) \uc811\uadfc\ubc95\u2019\uc744 \uc774\uc6a9\ud574 \uace0\uac1d\uc744 \ube44\uc988\ub2c8\uc2a4\uc758 \uc911\uc2ec\uc5d0 \ub450\ub294 \uc6b4\uc601\ubaa8\ub378\uc744 \uc218\ub9bd\ud558\ub294 \uac83\uc774\ub2e4.<\/p>\n