{"id":17841,"date":"2024-11-18T04:26:42","date_gmt":"2024-11-18T04:26:42","guid":{"rendered":"https:\/\/www.mizuho.kr\/?p=793"},"modified":"2026-03-22T12:25:37","modified_gmt":"2026-03-22T03:25:37","slug":"spin-on-carbon-market-smrc","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/spin-on-carbon-market-smrc\/","title":{"rendered":"\uae00\ub85c\ubc8c \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc2dc\uc7a5 : \uc7ac\ub8cc \uc720\ud615\ubcc4 (\uace0\uc628 \uc2a4\ud540 \uc628 \uce74\ubcf8, \uc0c1\uc628 \uc2a4\ud540 \uc628 \uce74\ubcf8)"},"content":{"rendered":"

\"\"<\/p>\n

1 \uc694\uc57d<\/strong><\/b><\/p>\n

2 \uc11c\ubb38<\/strong><\/p>\n

2.1 \uc694\uc57d<\/p>\n

2.2 \uc2a4\ud14c\uc774\ud06c \ud640\ub354<\/p>\n

2.3 \uc5f0\uad6c \ubc94\uc704<\/p>\n

2.4 \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n

2.4.1 \ub370\uc774\ud130 \ub9c8\uc774\ub2dd<\/p>\n

2.4.2 \ub370\uc774\ud130 \ubd84\uc11d<\/p>\n

2.4.3 \ub370\uc774\ud130 \uac80\uc99d<\/p>\n

2.4.4 \uc5f0\uad6c \uc811\uadfc \ubc29\uc2dd<\/p>\n

2.5 \uc5f0\uad6c \ucd9c\ucc98<\/p>\n

2.5.1 1\ucc28 \uc5f0\uad6c \ucd9c\ucc98<\/p>\n

2.5.2 \ubcf4\uc870 \uc5f0\uad6c \ucd9c\ucc98<\/p>\n

2.5.3 \uac00\uc815<\/p>\n

3 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubd84\uc11d<\/strong><\/b><\/p>\n

3.1 \uc18c\uac1c<\/p>\n

3.2 \ub3d9\uc778<\/p>\n

3.3 \uc81c\uc57d<\/p>\n

3.4 \uae30\ud68c<\/p>\n

3.5 \uc704\ud611<\/p>\n

3.6 \uae30\uc220 \ubd84\uc11d<\/p>\n

3.7 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd84\uc11d<\/p>\n

3.8 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd84\uc11d<\/p>\n

3.9 \uc2e0\ud765 \uc2dc\uc7a5<\/p>\n

3.10 \ucf54\ub85c\ub09819\uc758 \uc601\ud5a5<\/p>\n

4 \ud3ec\ud130\uc758 \ub2e4\uc12f \uac00\uc9c0 \ud798 \ubd84\uc11d<\/strong><\/b><\/p>\n

4.1 \uacf5\uae09\uc790\uc758 \ud611\uc0c1\ub825<\/p>\n

4.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/p>\n

4.3 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n

4.4 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n

4.5 \uacbd\uc7c1 \uacbd\uc7c1<\/p>\n

5 \uc7ac\ub8cc \uc720\ud615\ubcc4 \ud0c4\uc18c \uc2dc\uc7a5\uc758 \uae00\ub85c\ubc8c \uc2a4\ud540<\/strong><\/b><\/p>\n

5.1 \uc18c\uac1c<\/p>\n

5.2 \uace0\uc628 \uc2a4\ud540 \uc628 \uce74\ubcf8<\/p>\n

5.3 \uc0c1\uc628 \uc2a4\ud540 \uc628 \ud0c4\uc18c<\/p>\n

6 \uae30\uc220\ubcc4 \uae00\ub85c\ubc8c \ud0c4\uc18c \uc2dc\uc7a5 \ud604\ud669<\/strong><\/b><\/p>\n

6.1 \uc18c\uac1c<\/p>\n

6.2 \ud3ec\ud1a0 \ub9ac\uc18c\uadf8\ub798\ud53c<\/p>\n

6.2.1 UV \ub9ac\uc18c\uadf8\ub798\ud53c<\/p>\n

6.2.2 EUV \ub9ac\uc18c\uadf8\ub798\ud53c<\/p>\n

6.3 \uc99d\ucc29<\/p>\n

6.3.1 \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29(CVD)<\/p>\n

6.3.2 \ubb3c\ub9ac \uae30\uc0c1 \uc99d\ucc29(PVD)<\/p>\n

6.4 \uc5d0\uce6d<\/p>\n

6.4.1 \uac74\uc2dd \uc5d0\uce6d<\/p>\n

6.4.2 \uc2b5\uc2dd \uc5d0\uce6d<\/p>\n

6.5 \ud654\ud559\uc801 \uae30\uacc4\uc801 \ud3c9\ud0c4\ud654 (CMP)<\/p>\n

7 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubcc4 \ud0c4\uc18c \uc2dc\uc7a5\uc758 \uae00\ub85c\ubc8c \uc2a4\ud540<\/strong><\/b><\/p>\n

7.1 \uc18c\uac1c<\/p>\n

7.2 \ub17c\ub9ac \uc18c\uc790<\/p>\n

7.3 \uba54\ubaa8\ub9ac \uc7a5\uce58<\/p>\n

7.3.1 3D NAND<\/p>\n

7.3.2 \ub3d9\uc801 \ub79c\ub364 \uc561\uc138\uc2a4 \uba54\ubaa8\ub9ac(DRAM)<\/p>\n

7.4 \uc804\ub825 \uc7a5\uce58<\/p>\n

7.5 \ubbf8\uc138\uc804\uc790\uae30\uacc4 \uc2dc\uc2a4\ud15c(MEMS)<\/p>\n

7.6 \ud3ec\ud1a0\ub2c9\uc2a4<\/p>\n

7.7 \uace0\uae09 \ud328\ud0a4\uc9d5<\/p>\n

7.8 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/p>\n

7.8.1 \uc778\uc1c4 \uc804\uc790<\/p>\n

7.8.2 \uc720\uc5f0\ud55c \uc804\uc790 \uc81c\ud488<\/p>\n

8 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubcc4 \ud0c4\uc18c \uc2dc\uc7a5\uc758 \uae00\ub85c\ubc8c \uc2a4\ud540<\/strong><\/b><\/p>\n

8.1 \uc18c\uac1c<\/p>\n

8.2 \ubc18\ub3c4\uccb4 \ud30c\uc6b4\ub4dc\ub9ac<\/p>\n

8.3 \ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM)<\/p>\n

8.4 \uc544\uc6c3\uc18c\uc2f1 \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8 (OSAT)<\/p>\n

9 \ud0c4\uc18c \uc2dc\uc7a5\uc758 \uae00\ub85c\ubc8c \uc2a4\ud540, \uc9c0\uc5ed\ubcc4 \ud604\ud669<\/strong><\/b><\/p>\n

9.1 \uc18c\uac1c<\/p>\n

9.2 \ubd81\ubbf8<\/p>\n

9.2.1 \ubbf8\uad6d<\/p>\n

9.2.2 \uce90\ub098\ub2e4<\/p>\n

9.2.3 \uba55\uc2dc\ucf54<\/p>\n

9.3 \uc720\ub7fd<\/p>\n

9.3.1 \ub3c5\uc77c<\/p>\n

9.3.2 \uc601\uad6d<\/p>\n

9.3.3 \uc774\ud0c8\ub9ac\uc544<\/p>\n

9.3.4 \ud504\ub791\uc2a4<\/p>\n

9.3.5 \uc2a4\ud398\uc778<\/p>\n

9.3.6 \uae30\ud0c0 \uc720\ub7fd<\/p>\n

9.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n

9.4.1 \uc77c\ubcf8<\/p>\n

9.4.2 \uc911\uad6d<\/p>\n

9.4.3 \uc778\ub3c4<\/p>\n

9.4.4 \ud638\uc8fc<\/p>\n

9.4.5 \ub274\uc9c8\ub79c\ub4dc<\/p>\n

9.4.6 \ub300\ud55c\ubbfc\uad6d<\/p>\n

9.4.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed<\/p>\n

9.5 \ub0a8\ubbf8<\/p>\n

9.5.1 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n

9.5.2 \ube0c\ub77c\uc9c8<\/p>\n

9.5.3 \uce60\ub808<\/p>\n

9.5.4 \ub0a8\ubbf8\uc758 \ub098\uba38\uc9c0 \uc9c0\uc5ed<\/p>\n

9.6 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n

9.6.1 \uc0ac\uc6b0\ub514 \uc544\ub77c\ube44\uc544<\/p>\n

9.6.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n

9.6.3 \uce74\ud0c0\ub974<\/p>\n

9.6.4 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n

9.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 \ub098\uba38\uc9c0 \uc9c0\uc5ed<\/p>\n

10 \uc8fc\uc694 \uac1c\ubc1c \uc0ac\ud56d<\/strong><\/b><\/p>\n

10.1 \uacc4\uc57d, \ud30c\ud2b8\ub108\uc2ed, \ud611\uc5c5 \ubc0f \ud569\uc791 \ud22c\uc790<\/p>\n

10.2 \uc778\uc218 \ubc0f \ud569\ubcd1<\/p>\n

10.3 \uc2e0\uc81c\ud488 \ucd9c\uc2dc<\/p>\n

10.4 \ud655\uc7a5<\/p>\n

10.5 \uae30\ud0c0 \uc8fc\uc694 \uc804\ub7b5<\/p>\n

11 \ud68c\uc0ac \ud504\ub85c\ud30c\uc77c\ub9c1<\/strong><\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc2a4\ud2b8\ub798\ud2f0\uc2a4\ud2f1\uc2a4 MRC\uc5d0 \ub530\ub974\uba74 \uae00\ub85c\ubc8c \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc2dc\uc7a5\uc740 2024\ub144 0.25\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc774\uba70 2030\ub144\uc5d0\ub294 11.4\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud574 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 28.4%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2a4\ud540 \uc628 \uce74\ubcf8(SOC)\uc740 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0\uc11c \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c \ubc0f \uc5d0\uce6d \uacf5\uc815 \uc911 \ud76c\uc0dd\uce35\uc73c\ub85c \uc0ac\uc6a9\ub418\ub294 \ud2b9\uc218 \uc18c\uc7ac\uc785\ub2c8\ub2e4. \uc561\uccb4\ub85c \ub3c4\ud3ec\ud558\uc5ec \uc6e8\uc774\ud37c\uc5d0 \ud68c\uc804\uc2dc\ucf1c \uade0\uc77c\ud55c \ud0c4\uc18c\uce35\uc744 \ud615\uc131\ud558\uc5ec \ubcf4\ud638 \ub610\ub294 \uc808\uc5f0 \uc7a5\ubcbd \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. SOC\ub294 \uba54\ubaa8\ub9ac \uc18c\uc790, \ub17c\ub9ac \uc18c\uc790 \ubc0f 3D NAND\uc758 \ubbf8\uc138 \ud328\ud134\uc744 \uc0dd\uc131\ud558\uae30 \uc704\ud55c \ucca8\ub2e8 \ub178\ub4dc\uc5d0\uc11c \ud544\uc218\uc801\uc774\uba70, \ub354 \uc791\uace0 \ud6a8\uc728\uc801\uc778 \ubc18\ub3c4\uccb4 \ubd80\ud488\uc744 \uc704\ud55c \uc815\ubc00\ud55c \uc5d0\uce6d \ubc0f \uc99d\ucc29\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.
\n\ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ud611\ud68c(SIA)\uc5d0 \ub530\ub974\uba74 2024\ub144 2\ubd84\uae30 \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ub9e4\ucd9c\uc740 \ucd1d 1,499\uc5b5 \ub2ec\ub7ec\ub85c 2023\ub144 2\ubd84\uae30 \ub300\ube44 18.3%, 2024\ub144 1\ubd84\uae30 \ub300\ube44 6.5% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.
\n\uc2dc\uc7a5 \uc5ed\ud559:
\n\ub3d9\uc778:
\n\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc218\uc694 \uc99d\uac00
\n\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ube60\ub978 \uc131\uc7a5\uacfc \ub04a\uc784\uc5c6\ub294 \ubc1c\uc804\uc740 \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc18c\uc7ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc18c\uc7ac\ub294 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815, \ud2b9\ud788 \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c\uc640 \uc5d0\uce6d\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ub354 \uc791\uace0 \ud6a8\uc728\uc801\uc778 \uc18c\uc790\ub97c \ub9cc\ub4e4\uae30 \uc704\ud574 \ub178\ub825\ud568\uc5d0 \ub530\ub77c \ud328\ud134 \uc804\uc1a1 \uc815\ud655\ub3c4\ub97c \ub192\uc774\uace0 \uc804\ubc18\uc801\uc778 \uc18c\uc790 \uc131\ub2a5\uc744 \uac1c\uc120\ud558\ub294 \uc2a4\ud540 \uc628 \uce74\ubcf8\uc758 \uac00\uce58\uac00 \uc810\uc810 \ub354 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\uc758 \uc774\ub7ec\ud55c \uc218\uc694 \uc99d\uac00\ub294 \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc2dc\uc7a5\uc744 \ubc1c\uc804\uc2dc\ud0a4\ub294 \ud575\uc2ec \uc694\uc778\uc785\ub2c8\ub2e4.
\n\uc81c\uc57d:
\n\uc801\uc6a9\uc758 \ubcf5\uc7a1\uc131
\n\ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0 \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc18c\uc7ac\ub97c \uc801\uc6a9\ud558\ub824\uba74 \uc815\ubc00\ud55c \uc81c\uc5b4\uc640 \uc804\ubb38\uc131\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc774 \uacf5\uc815\uc5d0\ub294 \ucf54\ud305, \ubca0\uc774\ud0b9, \uc5d0\uce6d\uacfc \uac19\uc740 \ubcf5\uc7a1\ud55c \ub2e8\uacc4\uac00 \ud3ec\ud568\ub418\uba70, \ud2b9\uc218 \uc7a5\ube44\uc640 \uc219\ub828\ub41c \uae30\uc220\uc790\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc801\uc6a9 \uacfc\uc815\uc5d0\uc11c \uc624\ub958\uac00 \ubc1c\uc0dd\ud558\uba74 \ucd5c\uc885 \uc81c\ud488\uc5d0 \uacb0\ud568\uc774 \ubc1c\uc0dd\ud558\uc5ec \uc218\uc728 \uc190\uc2e4\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcf5\uc7a1\uc131\uc740 \ud2b9\ud788 \uc18c\uaddc\ubaa8 \uc81c\uc870\uc5c5\uccb4\ub098 \ucca8\ub2e8 \uacf5\uc815\uc73c\ub85c \uc804\ud658\ud558\ub294 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c \ub3c4\uc785 \uc7a5\ubcbd\uc774 \ub418\uc5b4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.
\n\uae30\ud68c:
\n\ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uacf5\uc815\uc758 R&D
\n\ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uacf5\uc815\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uc5f0\uad6c \uac1c\ubc1c\uc740 \ud0c4\uc18c \uc2dc\uc7a5\uc5d0 \uc0c1\ub2f9\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5c5\uacc4\uac00 \ub354 \uc791\uc740 \ub178\ub4dc \ud06c\uae30\uc640 \ub354 \ubcf5\uc7a1\ud55c 3D \uc544\ud0a4\ud14d\ucc98\ub85c \uc774\ub3d9\ud568\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \uacfc\uc81c\ub97c \ud574\uacb0\ud560 \uc218 \uc788\ub294 \ud601\uc2e0\uc801\uc778 \uc18c\uc7ac\uc5d0 \ub300\ud55c \ud544\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc18c\uc7ac\ub294 \ud328\ud134 \uc804\uc0ac, \uc5d0\uce6d \uc800\ud56d \ubc0f \uc804\ubc18\uc801\uc778 \uc18c\uc790 \uc131\ub2a5\uc758 \uc7a0\uc7ac\uc801 \uac1c\uc120\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc774\ub7ec\ud55c \uc694\uad6c\ub97c \ud574\uacb0\ud560 \uc218 \uc788\ub294 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc0c8\ub85c\uc6b4 \uc81c\ud615\uacfc \uc751\uc6a9 \ubd84\uc57c\ub97c \uac1c\ubc1c\ud558\uc5ec \uc81c\ud488 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uc2dc\uc7a5 \ubc94\uc704\ub97c \ud655\uc7a5\ud560 \uc218 \uc788\ub294 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.
\n\uc704\ud611:
\n\uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131
\n\ud0c4\uc18c \uc2dc\uc7a5\uc740 \uc6d0\uc790\uc7ac \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131\uc774\ub77c\ub294 \uc704\ud611\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc18c\uc7ac\uc758 \uc0dd\uc0b0\uc740 \uacf5\uae09\ub9dd \uc911\ub2e8, \uc9c0\uc815\ud559\uc801 \uc0ac\uac74 \ub610\ub294 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \ubcc0\ud654\uc640 \uac19\uc740 \ub2e4\uc591\ud55c \uc694\uc778\uc73c\ub85c \uc778\ud574 \uac00\uaca9 \ubcc0\ub3d9\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \ud2b9\uc218 \ud654\ud559 \uc804\uad6c\uccb4\uc5d0 \uc758\uc874\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uc81c\uc870\uc5c5\uccb4\uc758 \uc218\uc775 \ub9c8\uc9c4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \ucd5c\uc885 \uc0ac\uc6a9\uc790\uc758 \ube44\uc6a9 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6d0\uc790\uc7ac \ube44\uc6a9\uc758 \ubd88\ud655\uc2e4\uc131\uc740 \uc2dc\uc7a5 \uc548\uc815\uc131\uc5d0 \uc704\ud611\uc774 \ub418\uace0 \uc7a0\uc7ac\uc801\uc73c\ub85c \ucc44\ud0dd\ub960\uc744 \ub2a6\ucd9c \uc218 \uc788\uc2b5\ub2c8\ub2e4.
\n\ucf54\ub85c\ub09819 \uc601\ud5a5:
\n\ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9\uc740 \ucd08\uae30\uc5d0 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc5d0 \ud63c\ub780\uc744 \uc77c\uc73c\ucf1c \ud0c4\uc18c \uc2dc\uc7a5\uc5d0\ub3c4 \uc601\ud5a5\uc744 \ubbf8\ucce4\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc6d0\uaca9 \uadfc\ubb34\uc640 \ub514\uc9c0\ud138 \ud601\uc2e0\uc73c\ub85c \uc778\ud55c \uc804\uc790 \uae30\uae30\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub85c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c \ud0c4\uc18c \uc2dc\uc7a5\uc758 \ud68c\uc804\uc728\uc774 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ud32c\ub370\ubbf9\uc73c\ub85c \uc778\ud574 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc5ed\ub7c9\uc758 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uba74\uc11c \ub2e4\uc591\ud55c \uc9c0\uc5ed\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uc218 \uc788\ub294 \uc7a0\uc7ac\ub825\uc744 \uac16\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4.
\n\ud0c4\uc18c \ubd80\ubb38\uc758 \uc0c1\uc628 \uc2a4\ud540\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uac00\uc7a5 \ud074 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\n\uc0c1\uc628 \uc2a4\ud540 \uc628 \uce74\ubcf8 \ubd80\ubb38\uc740 \ub2e4\ubaa9\uc801\uc131\uacfc \uae30\uc874 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815\uc5d0\uc758 \ud1b5\ud569 \uc6a9\uc774\uc131\uc73c\ub85c \uc778\ud574 \uc2dc\uc7a5\uc744 \uc9c0\ubc30 \ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc774 \uc18c\uc7ac\ub294 \uc131\ub2a5\uacfc \ube44\uc6a9 \ud6a8\uc728\uc131\uc758 \uade0\ud615\uc774 \uc798 \uc7a1\ud600 \uc788\uc5b4 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ub2e4\uc591\ud55c \uc751\uc6a9 \ubd84\uc57c\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \ud45c\uc900 \uacf5\uc815 \uc628\ub3c4\uc5d0\uc11c \uc6b0\uc218\ud55c \uc5d0\uce6d \uc800\ud56d\uc131\uacfc \ud328\ud134 \uc804\uc0ac \uc815\ud655\ub3c4\ub97c \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc5d0 \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \ud2b9\ud788 \uc801\ud569\ud569\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc774 \uacc4\uc18d \ubc1c\uc804\ud568\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \uc7ac\ub8cc\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uc5ec \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc774 \ub354\uc6b1 \ucee4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\n\ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM) \ubd80\ubb38\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\n\ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM) \ubd80\ubb38\uc740 \uc5ec\ub7ec \uc694\uc778\uc73c\ub85c \uc778\ud574 \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc790\uccb4 \ubc18\ub3c4\uccb4 \uce69\uc744 \uc124\uacc4, \uc81c\uc870, \ud310\ub9e4\ud558\ub294 IDM\uc740 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ucca8\ub2e8 \uc81c\uc870 \uacf5\uc815\uc744 \uc810\uc810 \ub354 \ub9ce\uc774 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \uc2a4\ud540 \uc628 \uce74\ubcf8\uacfc \uac19\uc740 \uace0\uc131\ub2a5 \uc18c\uc7ac\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c IDM\uc740 \ub2e4\ub978 \ubd80\ubb38\ubcf4\ub2e4 \uc0c8\ub85c\uc6b4 \uc18c\uc7ac\uc640 \uacf5\uc815\uc744 \ub354 \ube60\ub974\uac8c \uad6c\ud604\ud560 \uc218 \uc788\ub294 \ub9ac\uc18c\uc2a4\uc640 \uc804\ubb38\uc131\uc744 \uac16\ucd98 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. IDM\uc774 \ubc18\ub3c4\uccb4 \uae30\uc220\uc758 \ud55c\uacc4\ub97c \uacc4\uc18d \ub113\ud600\uac10\uc5d0 \ub530\ub77c \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc18c\uc7ac\uc758 \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub418\uc5b4 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\n\uc810\uc720\uc728\uc774 \uac00\uc7a5 \ub192\uc740 \uc9c0\uc5ed:
\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ubc18\ub3c4\uccb4 \uc81c\uc870 \ubd84\uc57c\uc758 \uac15\uc138\ub85c \uc778\ud574 \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub300\ub9cc, \ud55c\uad6d, \uc911\uad6d\uacfc \uac19\uc740 \uad6d\uac00\ub294 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM\uc758 \ubcf8\uac70\uc9c0\ub85c\uc11c \ucca8\ub2e8 \uc18c\uc7ac\uc5d0 \ub300\ud55c \uc0c1\ub2f9\ud55c \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc758 \ubc18\ub3c4\uccb4 \uc778\ud504\ub77c \ubc0f \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ub354\uc6b1 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc911\uad6d\uacfc \uc778\ub3c4\uc640 \uac19\uc740 \uad6d\uac00\uc5d0\uc11c \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\ub824\ub294 \uc815\ubd80\uc758 \uc774\ub2c8\uc154\ud2f0\ube0c\ub3c4 \uc774 \uc9c0\uc5ed\uc758 \uc2dc\uc7a5 \uc9c0\ubc30\ub825 \uac15\ud654\uc5d0 \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.
\n\uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc774 \uac00\uc7a5 \ub192\uc740 \uc9c0\uc5ed:
\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ub610\ud55c \uc2a4\ud540 \uc628 \uce74\ubcf8 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube60\ub978 \uc131\uc7a5\uc740 \uc774 \uc9c0\uc5ed\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ud655\ub300, \ucca8\ub2e8 \uc81c\uc870 \uacf5\uc815\uc758 \ucc44\ud0dd \uc99d\uac00, \uc804\uc790 \uae30\uae30\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. \ucd5c\ucca8\ub2e8 \ud339\uacfc R&D \uc13c\ud130\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\uc640 \ud568\uaed8 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc81c\uc870\uc758 \uc911\uc2ec\uc774 \uc544\uc2dc\uc544\ub85c \uc774\ub3d9\ud558\uba74\uc11c \uc2dc\uc7a5 \ud655\uc7a5\uc744 \uc704\ud55c \ube44\uc625\ud55c \ud1a0\uc591\uc774 \uc870\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc774 \uc9c0\uc5ed\uc5d0\uc11c 5G, AI, IoT\uc640 \uac19\uc740 \uc2e0\ud765 \uae30\uc220\uc5d0 \ub300\ud55c \uad00\uc2ec\uc774 \ub192\uc544\uc9c0\uba74\uc11c \uc2a4\ud540 \uc628 \uce74\ubcf8\uc744 \ube44\ub86f\ud55c \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc18c\uc7ac\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub354\uc6b1 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

\uc8fc\uc694 \uac1c\ubc1c:
\n2023\ub144 2\uc6d4, \uba38\ud06c\ub294 \ub300\ub9cc \uac00\uc624\uc29d\uc5d0 \ubc18\ub3c4\uccb4 \uc194\ub8e8\uc158 \uc0ac\uc5c5\uc744 \uc704\ud55c \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \uc2dc\uc124\uc744 \uac74\uc124\ud558\uc5ec \uc785\uc9c0\ub97c \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud655\uc7a5\uc740 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc2a4\ud540\uc628 \ud0c4\uc18c \uc18c\uc7ac\uc5d0 \ub300\ud55c \ucc38\uc5ec\uc5d0 \uc7a0\uc7ac\uc801\uc73c\ub85c \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.
\n\ub2e4\ub8e8\ub294 \uc18c\uc7ac \uc720\ud615:
\n– \uace0\uc628 \uc2a4\ud540 \uc628 \uce74\ubcf8
\n– \uc0c1\uc628 \uc2a4\ud540 \uc628 \uce74\ubcf8
\n\uc801\uc6a9 \uae30\uc220
\n– \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c
\n– \uc99d\ucc29
\n– \uc5d0\uce6d
\n– \ud654\ud559\uc801 \uae30\uacc4\uc801 \ud3c9\ud0c4\ud654(CMP)
\n\uc801\uc6a9 \ubd84\uc57c
\n– \ub17c\ub9ac \uc18c\uc790
\n– \uba54\ubaa8\ub9ac \uc7a5\uce58
\n– \uc804\ub825 \uc18c\uc790
\n– \ub9c8\uc774\ud06c\ub85c\uc804\uc790\uae30\uacc4 \uc2dc\uc2a4\ud15c(MEMS)
\n– \ud3ec\ud1a0\ub2c9\uc2a4
\n– \uace0\uae09 \ud328\ud0a4\uc9d5
\n– \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158
\n\ucd5c\uc885 \uc0ac\uc6a9\uc790 \ub300\uc0c1
\n– \ubc18\ub3c4\uccb4 \ud30c\uc6b4\ub4dc\ub9ac
\n– \ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM)
\n– \uc544\uc6c3\uc18c\uc2f1 \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8(OSAT)
\n\uc9c0\uc6d0 \uc9c0\uc5ed
\n– \ubd81\ubbf8
\no \ubbf8\uad6d
\no \uce90\ub098\ub2e4
\no \uba55\uc2dc\ucf54
\n– \uc720\ub7fd
\no \ub3c5\uc77c
\no \uc601\uad6d
\no \uc774\ud0c8\ub9ac\uc544
\no \ud504\ub791\uc2a4
\no \uc2a4\ud398\uc778
\no \uae30\ud0c0 \uc720\ub7fd
\n– \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591
\no \uc77c\ubcf8
\no \uc911\uad6d
\no \uc778\ub3c4
\no \ud638\uc8fc
\no \ub274\uc9c8\ub79c\ub4dc
\no \ub300\ud55c\ubbfc\uad6d
\no \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed
\n– \ub0a8\ubbf8
\no \uc544\ub974\ud5e8\ud2f0\ub098
\no \ube0c\ub77c\uc9c8
\no \uce60\ub808
\no \uae30\ud0c0 \ub0a8\ubbf8
\n– \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74
\no \uc0ac\uc6b0\ub514 \uc544\ub77c\ube44\uc544
\no \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8
\no \uce74\ud0c0\ub974
\no \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d
\no \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74
\n\ubcf4\uace0\uc11c\uc758 \uc8fc\uc694 \ub0b4\uc6a9
\n– \uc9c0\uc5ed \ubc0f \uad6d\uac00\ubcc4 \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc810\uc720\uc728 \ud3c9\uac00
\n– \uc2e0\uaddc \ucc38\uac00\uc790\ub97c \uc704\ud55c \uc804\ub7b5\uc801 \uad8c\uc7a5 \uc0ac\ud56d
\n– 2022\ub144, 2023\ub144, 2024\ub144, 2026\ub144, 2030\ub144\uc758 \uc2dc\uc7a5 \ub370\uc774\ud130\ub97c \ub2e4\ub8f9\ub2c8\ub2e4.
\n– \uc2dc\uc7a5 \ub3d9\ud5a5 (\ub3d9\uc778, \uc81c\uc57d, \uae30\ud68c, \uc704\ud611, \uacfc\uc81c, \ud22c\uc790 \uae30\ud68c \ubc0f \uad8c\uc7a5 \uc0ac\ud56d)
\n– \uc2dc\uc7a5 \ucd94\uc815\uce58\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \uc8fc\uc694 \ube44\uc988\ub2c8\uc2a4 \ubd80\ubb38\uc758 \uc804\ub7b5\uc801 \uad8c\uc7a5 \uc0ac\ud56d
\n– \uc8fc\uc694 \uacf5\ud1b5 \ud2b8\ub80c\ub4dc\ub97c \ub9e4\ud551\ud558\ub294 \uacbd\uc7c1 \uc870\uacbd \ub9e4\ud551
\n– \uc0c1\uc138\ud55c \uc804\ub7b5, \uc7ac\ubb34 \ubc0f \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d\uc744 \ud3ec\ud568\ud55c \ud68c\uc0ac \ud504\ub85c\ud30c\uc77c\ub9c1
\n– \ucd5c\uc2e0 \uae30\uc220 \ubc1c\uc804\uc744 \ub9e4\ud551\ud558\ub294 \uacf5\uae09\ub9dd \ub3d9\ud5a5<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-17841","post","type-post","status-publish","format-standard","hentry","category-industry-research-report"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/17841"}],"collection":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=17841"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/17841\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=17841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=17841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=17841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}