{"id":28149,"date":"2026-02-07T09:48:21","date_gmt":"2026-02-07T09:48:21","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/igbt-and-super-junction-mosfet-market-mordor\/"},"modified":"2026-09-18T17:26:04","modified_gmt":"2026-09-18T08:26:04","slug":"igbt-and-super-junction-mosfet-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/igbt-and-super-junction-mosfet-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 IGBT \ubc0f \uc288\ud37c\uc815\uc158 MOSFET \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025\ub144 ~ 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/igbt-and-super-junction-mosfet-market-1755583502426-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/igbt-and-super-junction-mosfet-market-size-image-1755579851167.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 EV \uc8fc\ub3c4 \uc804\ub825 \uc804\uc790 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc778\ubc84\ud130 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc0b0\uc5c5 \uc790\ub3d9\ud654\uc758 Si \uae30\ubc18 \ubaa8\ub4c8 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \ubc00\ub3c4 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.2.5 \ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uadf8\ub7a8<\/li>\n<li class=\"toc-level-3\">4.2.6 \uacc4\ud1b5 \uc5f0\uacc4\ud615 \ubc30\ud130\ub9ac \uc800\uc7a5 \uc7a5\uce58 \ubcf4\uae09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 SiC \uc7a5\uce58 \uac00\uaca9 \uacbd\uc7c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \uacf5\uae09\ub9dd \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.3 650V \uc774\uc0c1\uc5d0\uc11c\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc218\ucd9c \ud1b5\uc81c \uc900\uc218 \ube44\uc6a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 IGBT \uac1c\ubcc4 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.1.2 IGBT \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc288\ud37c \uc811\ud569 MOSFET \uac1c\ubcc4 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc288\ud37c \uc811\ud569 MOSFET \ubaa8\ub4c8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc804\ub825 \uc815\uaca9\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc800\uc804\ub825 (\u2264600 V)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc911\uc804\ub825 (601-1200 V)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uace0\uc804\ub825 (>1200 V)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc0b0\uc5c5 \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.3.4 ICT \ubc0f \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.3.5 \uac00\uc804\uc81c\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.4.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.4.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.4.5.1 \uc911\ub3d9\n<ul>\n<li class=\"toc-level-5\">5.4.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.4.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.4.5.1.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-5\">5.4.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.4.5.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.4.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.2 Fuji Electric Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 Mitsubishi Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Toshiba Electronic Devices and Storage Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.6 ON Semiconductor Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Vishay Intertechnology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Renesas Electronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 ROHM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Littelfuse, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Wolfspeed, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Semikron Danfoss<\/li>\n<li class=\"toc-level-3\">6.4.13 Alpha &amp; Omega Semiconductor Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Dynex Semiconductor Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 GeneSiC Semiconductor, LLC<\/li>\n<li class=\"toc-level-3\">6.4.16 StarPower Semiconductor Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 CRRC Zhuzhou Times Electric Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Microchip Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Nexperia B.V.<\/li>\n<li class=\"toc-level-3\">6.4.20 Hitachi Energy Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 Panasonic Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.22 Yangzhou Yangjie Electronic Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.23 Shenzhen Sinexcel Electric Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.24 Power Integrations, Inc.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>IGBT \ubc0f Super Junction MOSFET \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 IGBT(\uc808\uc5f0 \uac8c\uc774\ud2b8 \uc591\uadf9\uc131 \ud2b8\ub79c\uc9c0\uc2a4\ud130) \ubc0f Super Junction MOSFET \uc2dc\uc7a5\uc758 \ud604\uc7ac \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\ud5a5, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548\uc758 \uc804\ub9dd\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc804\uae30\ucc28(EV) \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc778\ubc84\ud130, \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c \ub4f1 \ub2e4\uc591\ud55c \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\uc758 \uacac\uace0\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uc2dc\uc7a5\uc740 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<p>IGBT \ubc0f Super Junction MOSFET \uc2dc\uc7a5\uc740 2025\ub144 116\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 194\uc5b5 \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 10.83%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, Infineon, onsemi, Mitsubishi Electric, Fuji Electric, Renesas \ub4f1\uc774 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub85c \ud65c\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 \ubc0f \uc601\ud5a5 \ubd84\uc11d<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   EV \uc8fc\ub3c4 \uc804\ub825 \uc804\uc790 \uc218\uc694 \uae09\uc99d (CAGR\uc5d0 +2.8% \uc601\ud5a5): \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 400V\uc5d0\uc11c 800V \uc804\uae30 \uc544\ud0a4\ud14d\ucc98\ub85c \uc804\ud658\ud558\uba74\uc11c, \ub0ae\uc740 \uc190\uc2e4\uacfc \ub192\uc740 \uc811\ud569 \uc628\ub3c4 \uad00\ub9ac \ub2a5\ub825\uc744 \uac16\ucd98 \uc2a4\uc704\uce6d \uc7a5\uce58\uc758 \uac00\uce58\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 DC-\ub9c1\ud06c \uc804\ub958\ub97c \uc808\ubc18\uc73c\ub85c \uc904\uc774\uace0, \uad6c\ub9ac \ubb34\uac8c\ub97c \uc904\uc774\uba70, 20\ubd84 \ubbf8\ub9cc\uc758 \ucd08\uace0\uc18d \ucda9\uc804\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. Infineon\uc758 CoolSiC \ud558\uc774\ube0c\ub9ac\ub4dc \ubaa8\ub4c8\uacfc Onsemi\uc758 Volkswagen \uadf8\ub8f9\uacfc\uc758 \uacf5\uae09 \uacc4\uc57d\uc740 \uc774\ub7ec\ud55c \ucd94\uc138\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc804\uae30 \ubc84\uc2a4 \ubc0f \uacbd\uc0c1\uc6a9 \ubc34\uc5d0\uc11c\ub294 Super-Junction MOSFET\uc774 48V \ubcf4\uc870 \ucee8\ubc84\ud130\uc5d0 \ud65c\uc6a9\ub418\uc5b4 \uc815\uc9c0-\ucd9c\ubc1c \uc8fc\ud589 \uc0ac\uc774\ud074\uc5d0\uc11c \uacfc\ub3c4 \ud6a8\uc728\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc778\ubc84\ud130 \ucc44\ud0dd \uc99d\uac00 (CAGR\uc5d0 +2.1% \uc601\ud5a5): \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \ud0dc\uc591\uad11 \ubc0f \uc721\uc0c1 \ud48d\ub825 \ubc1c\uc804 \uc99d\uac00\ub294 \uae30\uac00\uc640\ud2b8 \uaddc\ubaa8\uc758 \uc778\ubc84\ud130 \uc218\uc694\ub85c \uc9c1\uacb0\ub429\ub2c8\ub2e4. 1,500VDC \uc2a4\ud2b8\ub9c1 \uc804\uc555\uc744 \uacac\ub514\uace0 99%\uc758 \ud53c\ud06c \ubcc0\ud658 \ud6a8\uc728\uc744 \uc81c\uacf5\ud558\ub294 \uace0\uc804\uc555 IGBT \uc2a4\ud0dd\uc774 \uc774 \ubd84\uc57c\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. W\u00e4rtsil\u00e4\uc758 \uadf8\ub9ac\ub4dc \uc2a4\ud1a0\ub9ac\uc9c0 \ud504\ub85c\uc81d\ud2b8\uc640 \uc720\ub7fd \uc804\uc5ed\uc758 STATCOM(\uc815\uc801 \ub3d9\uae30 \ubcf4\uc0c1\uae30) \ubc30\uce58\ub294 \uc774\ub7ec\ud55c \uc218\uc694\ub97c \ub354\uc6b1 \uac15\ud654\ud569\ub2c8\ub2e4. \uc8fc\uac70\uc6a9 \ub9c8\uc774\ud06c\ub85c \uc778\ubc84\ud130\uc5d0\uc11c\ub294 Super-Junction MOSFET\uc774 100ns \ubbf8\ub9cc\uc758 \ube60\ub978 \ud134\uc628 \uc18d\ub3c4\ub85c \ubd80\ubd84 \uc74c\uc601 \ud6a8\uc728\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<br \/>\n*   \uc0b0\uc5c5 \uc790\ub3d9\ud654\uc758 \uc2e4\ub9ac\ucf58 \uae30\ubc18 \ubaa8\ub4c8 \uc804\ud658 (CAGR\uc5d0 +1.9% \uc601\ud5a5): \uac00\ubcc0 \uc8fc\ud30c\uc218 \ub4dc\ub77c\uc774\ube0c, \uc11c\ubcf4 \ud329, \uc6a9\uc811 \ucee8\ud2b8\ub864\ub7ec \ub4f1 \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubd84\uc57c\uc5d0\uc11c\ub294 \uacf5\uc7a5 \uac00\ub3d9 \uc2dc\uac04 \uc694\uad6c \uc0ac\ud56d\uacfc \uae30\uc874 \uc5f4 \uc778\ud130\ud398\uc774\uc2a4 \ud45c\uc900\uc5d0 \ubd80\ud569\ud558\ub294 \uc131\uc219\ud55c \uc2e4\ub9ac\ucf58 \ud50c\ub7ab\ud3fc\uc774 \uc120\ud638\ub429\ub2c8\ub2e4. Toshiba\uc758 \ub4c0\uc5bc \uc0ac\uc774\ub4dc \uba40\ud2f0 \uac8c\uc774\ud2b8 IGBT \uc544\ud0a4\ud14d\ucc98\ub294 \uc774\uc804 \uc138\ub300 \ub300\ube44 34% \ub0ae\uc740 \ud134\uc624\ud504 \uc190\uc2e4\uc744 \uc81c\uacf5\ud558\uba70, \uae30\uc874 \uc7a5\ucc29 \uc124\ube44\uc640\uc758 \ud638\ud658\uc131 \ub355\ubd84\uc5d0 \uc2e4\ub9ac\ucf58 IGBT\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc720\uc9c0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \ubc00\ub3c4 \uc99d\ub300 (CAGR\uc5d0 +1.7% \uc601\ud5a5): AI \uc11c\ubc84\uc758 \ub799\ub2f9 \uc804\ub825\uc774 100kW\ub97c \ucd08\uacfc\ud558\uba74\uc11c AC-DC \ud504\ub7f0\ud2b8 \uc5d4\ub4dc\uc758 \ud6a8\uc728\uc131\uc774 \uae30\uc5c5 \uac00\uce58\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. Onsemi\uc758 SiC JFET IP \uc778\uc218\ub294 3\ub808\ubca8 T-\ud0c0\uc785 \uc815\ub958\uae30\ub97c \ud1b5\ud574 \uc804\ub3c4 \uc190\uc2e4\uc744 \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. Super-Junction MOSFET\uc740 48V \uc911\uac04 \ubc84\uc2a4 \ucee8\ubc84\ud130\uc5d0\uc11c \ube60\ub978 \ubc14\ub514 \ub2e4\uc774\uc624\ub4dc \ubcf5\uad6c \ud2b9\uc131\uc73c\ub85c \uc5ed\uc5d0\ub108\uc9c0 \ubc0f EMI\ub97c \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uadf8\ub7a8 (CAGR\uc5d0 +1.4% \uc601\ud5a5): \uc720\ub7fd\uacfc \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uc81d\ud2b8\ub294 \uace0\uc804\uc555 IGBT \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uadf8\ub9ac\ub4dc \uc5f0\uacb0 \ubc30\ud130\ub9ac \uc2a4\ud1a0\ub9ac\uc9c0 \ud655\uc0b0 (CAGR\uc5d0 +1.2% \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \ud638\uc8fc\uc640 \uc720\ub7fd\uc5d0\uc11c \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2a4\ud1a0\ub9ac\uc9c0 \uc2dc\uc2a4\ud15c\uc758 \ub3c4\uc785\uc774 \uc99d\uac00\ud558\uba74\uc11c \uad00\ub828 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc81c\uc57d \ubc0f \uc601\ud5a5 \ubd84\uc11d<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   SiC(\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc) \uc7a5\uce58 \uac00\uaca9 \uacbd\uc7c1 (CAGR\uc5d0 -1.8% \uc601\ud5a5): Wolfspeed\uc758 200mm SiC \ud339 \ud655\uc7a5\uc740 SiC \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uc744 10\ubc30 \ub298\ub824 \ube44\uc6a9 \uace1\uc120\uc744 \uc555\ucd95\ud558\uace0 \uc2e4\ub9ac\ucf58-SiC \uac00\uaca9 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 OEM\ub4e4\uc740 4%\uc758 \ucc28\ub7c9 \uc8fc\ud589 \uac70\ub9ac \uc99d\uac00\uc5d0 \ub9e4\ub8cc\ub418\uc5b4 \ubd80\ubd84\uc801\uc73c\ub85c SiC \ucc44\ud0dd\uc744 \uace0\ub824\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uae30\uc874 \ud2b8\ub80c\uce58 \uc2a4\ud1b1 IGBT\uc758 \uc810\uc720\uc728\uc744 \uc7a0\uc2dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub300\uc751\ud558\uc5ec \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud504\ub9ac\ud720 \ub2e4\uc774\uc624\ub4dc\ub97c \ud1b5\ud569\ud558\uace0 BOM(\uc790\uc7ac \uba85\uc138\uc11c)\uc744 15% \uc808\uac10\ud558\ub294 RC-IGBT(\uc5ed\uc804\ub3c4 IGBT) \ub514\uc790\uc778\uc744 \uc120\ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uacf5\uae09\ub9dd \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \ubd80\uc871 (CAGR\uc5d0 -1.5% \uc601\ud5a5): \uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc774 \ucca8\ub2e8 \ub85c\uc9c1 \ub178\ub4dc\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\uba74\uc11c \uc804\ub825 \uc7a5\uce58\uc6a9 6\uc778\uce58 \ubc0f 8\uc778\uce58 \uc6e8\uc774\ud37c \uac00\uc6a9\uc131\uc774 \ub54c\ub54c\ub85c \uc81c\ud55c\ub429\ub2c8\ub2e4. Infineon\uc740 \ud0dc\uad6d Samut Prakan\uc5d0 \ud6c4\uacf5\uc815 \ubaa8\ub4c8 \uc2dc\uc124\uc744 \uac74\uc124\ud558\uc5ec \uc870\ub9bd\uc744 \ud604\uc9c0\ud654\ud558\uace0 \ud504\ub7f0\ud2b8\uc5d4\ub4dc \ubcc0\ub3d9\uc131\uc744 \uc644\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   650V \uc774\uc0c1 \uc5f4 \uad00\ub9ac \ud55c\uacc4 (CAGR\uc5d0 -1.2% \uc601\ud5a5): \uace0\uc804\ub825 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c 650V \uc774\uc0c1\uc758 \uc7a5\uce58\uc5d0 \ub300\ud55c \ud6a8\uacfc\uc801\uc778 \uc5f4 \uad00\ub9ac\ub294 \uc5ec\uc804\ud788 \uc911\uc694\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4.<br \/>\n*   \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815 \uc900\uc218 \ube44\uc6a9 (CAGR\uc5d0 -0.9% \uc601\ud5a5): \ubbf8\uad6d-\uc911\uad6d \uac04\uc758 \uc218\ucd9c \ud1b5\uc81c\uc640 \uac19\uc740 \uc9c0\uc815\ud559\uc801 \uc694\uc778\uc73c\ub85c \uc778\ud574 \uaddc\uc815 \uc900\uc218 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uac00. \uc81c\ud488 \uc720\ud615\ubcc4:<\/p>\n<p>*   IGBT \ubaa8\ub4c8: 2024\ub144 IGBT \ubc0f Super Junction MOSFET \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 54.8%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 OEM\ub4e4\uc774 \uc0ac\uc804 \uac80\uc99d\ub418\uace0 \uc5f4\uc801\uc73c\ub85c \ucd5c\uc801\ud654\ub41c \ube4c\ub529 \ube14\ub85d\uc744 \uc120\ud638\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ubaa8\ub4c8\uc740 \uc5ec\ub7ec \ub2e4\uc774, \ud1b5\ud569 NTC \uc11c\ubbf8\uc2a4\ud130, \ud504\ub808\uc2a4\ud54f \ud540\uc744 \uacb0\ud569\ud558\uc5ec \uac1c\ubcc4 \uc7a5\uce58 \uad6c\ud604 \ub300\ube44 \uc778\ubc84\ud130 \uc870\ub9bd \uc2dc\uac04\uc744 30% \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc591\uba74 \ub0c9\uac01 \uae30\ud310\uc758 \ub3c4\uc785\uc73c\ub85c \uc5f4 \uc800\ud56d\uc774 40% \uac10\uc18c\ud558\uace0 \uc804\ub958 \ubc00\ub3c4\uac00 25% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   Super-Junction MOSFET \ubaa8\ub4c8: \ub9e4\ucd9c \ube44\uc911\uc740 \uc791\uc9c0\ub9cc, 2025-2030\ub144 \ub3d9\uc548 11.3%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc11c\ubc84 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58, \ud1b5\uc2e0 \uc815\ub958\uae30, \uc8fc\uac70\uc6a9 \ud558\uc774\ube0c\ub9ac\ub4dc \uc778\ubc84\ud130 \ub4f1 \ucd5c\ub300 65kHz \uc2a4\uc704\uce6d\uc744 \uc694\uad6c\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uc218\uc694\uac00 \ub192\uc2b5\ub2c8\ub2e4. \ud558\ud504 \ube0c\ub9ac\uc9c0 PFC(\uc5ed\ub960 \ubcf4\uc815) \ub2e8\uacc4\uc5d0\uc11c MOSFET \ubaa8\ub4c8\uc740 EMI \ud544\ud130 \ud06c\uae30\ub97c \uc904\uc774\uace0 230VAC \uc785\ub825\uc5d0\uc11c 99% \uc774\uc0c1\uc758 \ud6a8\uc728\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4.<br \/>\n*   \uac1c\ubcc4 \uc7a5\uce58: \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uac00\uc804\uc81c\ud488(\uc5d0\uc5b4\ucee8 \uc778\ubc84\ud130, \uc138\ud0c1\uae30 \ub4dc\ub77c\uc774\ube0c, \uc804\uc790\ub808\uc778\uc9c0)\uc5d0\uc11c \uc5ec\uc804\ud788 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ucf08\ube48 \uc18c\uc2a4 \ub9ac\ub4dc \ubc0f \uc13c\uc2a4 \ud540\uc744 \ucd94\uac00\ud558\uc5ec \uac8c\uc774\ud2b8 \ub4dc\ub77c\uc774\ubc84 \uc2ac\ub8e8\uc728 \uc81c\uc5b4\ub97c \ucd5c\uc801\ud654\ud558\uace0 \ud328\ud0a4\uc9c0 \ube44\uc6a9 \uc99d\uac00 \uc5c6\uc774 \ud6a8\uc728\uc744 \uac1c\uc120\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub098. \uc804\ub825 \ub4f1\uae09\ubcc4:<\/p>\n<p>*   \uc911\uc804\uc555 \uc7a5\uce58 (601-1,200V): 2024\ub144 \ub9e4\ucd9c\uc758 41.2%\ub97c \ucc28\uc9c0\ud558\uba70, EV \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc0b0\uc5c5\uc6a9 \ub4dc\ub77c\uc774\ube0c, 800V DC-\ub9c1\ud06c \ub808\ubca8 \uc8fc\ubcc0\uc758 3\uc0c1 UPS \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. 750V IGBT\ub294 \ud68c\uc0dd \uacfc\uc804\uc555 \uacfc\ub3c4 \ud604\uc0c1 \ubc0f \ubcf4\uc870 \ubd80\ud558 \ubcc0\ub3d9\uc744 \uc218\uc6a9\ud558\ub294 \ub370 \ud65c\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uace0\uc804\uc555 \uc7a5\uce58 (>1,200V): 11.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uba70, \uadf8\ub9ac\ub4dc \uc5f0\uacb0 \uc2a4\ud1a0\ub9ac\uc9c0 \ucee8\ubc84\ud130, \uc911\uc559 \uc9d1\uc911\uc2dd PV, \uae30\uad00\ucc28 \ud2b8\ub799\uc158\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \uba40\ud2f0 \uba54\uac00\uc640\ud2b8 \ud48d\ub825 \ud130\ube48\uc5d0\uc11c\ub294 1.7kV \ud504\ub808\uc2a4\ud329 IGBT\uac00 3\ub808\ubca8 \uc911\uc131\uc810 \ud074\ub7a8\ud504 \ud1a0\ud3f4\ub85c\uc9c0\uc5d0 \ub0b4\uc7a5\ub418\uc5b4 \ubb34\ud6a8 \uc804\ub825 \uc9c0\uc6d0 \ubc0f \uace0\uc7a5 \ud1b5\uacfc \uaddc\uc815 \uc900\uc218\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<br \/>\n*   \uc800\uc804\uc555 \uc7a5\uce58 (\u2264 600V): \uac00\uc804\uc81c\ud488 PFC, \ub178\ud2b8\ubd81 \uc5b4\ub311\ud130, LED \ub4dc\ub77c\uc774\ubc84\uc5d0\uc11c \uc0ac\uc6a9\ub418\uba70, IGBT\ubcf4\ub2e4 \uace0\uc8fc\ud30c\uc218 \uc131\ub2a5\uc774 \uc6b0\uc218\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub2e8\uc704 ASP(\ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9) \ud558\ub77d\uc73c\ub85c \uc778\ud574 \ub9e4\ucd9c \uc131\uc7a5\uc740 \ub454\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4:<\/p>\n<p>*   \uc790\ub3d9\ucc28: 2024\ub144 \ub9e4\ucd9c\uc758 40.7%\ub97c \ucc28\uc9c0\ud558\uba70, \ud2b8\ub799\uc158 \uc778\ubc84\ud130, DC-DC \ucee8\ubc84\ud130, \uacf5\uc870 \ucef4\ud504\ub808\uc11c \uc778\ubc84\ud130, \uc628\ubcf4\ub4dc \ucda9\uc804\uae30 \ub4f1\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ubc30\ud130\ub9ac \uc804\uae30 \uc138\ub2e8\uc5d0\ub294 \ub0b4\uc5f0\uae30\uad00 \ucc28\ub7c9\ubcf4\ub2e4 \uc57d 4\ubc30 \ub192\uc740 92\ub2ec\ub7ec \uc0c1\ub2f9\uc758 \uc7a5\uce58\uac00 \ud1b5\ud569\ub429\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825: 2030\ub144\uae4c\uc9c0 12.5%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd84\uc57c\uc785\ub2c8\ub2e4. \uc720\ud2f8\ub9ac\ud2f0\uac00 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \ubc45\ud06c\ub97c \ud655\uc7a5\ud558\uace0 \ub3d9\uae30\uc2dd \ubc1c\uc804 \uc790\uc0b0\uc744 \ub300\uccb4\ud568\uc5d0 \ub530\ub77c, \ud569\uc131 \uad00\uc131, \ube14\ub799 \uc2a4\ud0c0\ud2b8, \uc8fc\ud30c\uc218 \uc870\uc808 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 4\uc0ac\ubd84\uba74 \uc778\ubc84\ud130\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0b0\uc5c5 \uc81c\uc870: \ucee8\ubca0\uc774\uc5b4 \ub4dc\ub77c\uc774\ube0c, CNC \uae30\uacc4, \ud50c\ub77c\uc2a4\ud2f1 \uc555\ucd9c\uae30 \ub4f1 \uc218\ucc9c\ub9cc \ub300\uc5d0 \ub2ec\ud558\ub294 \uc7a5\ube44\uc5d0 \uac78\uccd0 \uc0c1\ub2f9\ud55c \uc2dc\uc7a5 \uae30\ubc18\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc2e4\ub9ac\ucf58 IGBT\uc758 \uc608\uce21 \uac00\ub2a5\ud55c \uc548\uc804 \uc791\ub3d9 \uc601\uc5ed \uace1\uc120\uc774 \uc120\ud638\ub429\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc13c\ud130 \ubc0f ICT: \uace0\ud6a8\uc728 LLC \uacf5\uc9c4 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58 \ub0b4\uc758 Super-Junction MOSFET\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc740 2028\ub144\uae4c\uc9c0 \ucd1d \ub799 \ub808\ubca8 \uc804\ub825\uc774 3\ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, 650V \uace0\uc18d \ubcf5\uad6c \ubd80\ud488\uc5d0 \ub300\ud55c \ub300\ub7c9 \uc218\uc694\ub97c \uc720\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \ub9e4\ucd9c\uc758 39.6%\ub97c \ucc28\uc9c0\ud558\uba70, \uc911\uad6d\uc758 160\ub9cc \ub300 EV \ucd9c\ud558\ub7c9\uacfc \ud55c\uad6d\uc758 \uc120\ub3c4\uc801\uc778 \uba54\ubaa8\ub9ac \uc81c\uc870 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uac1c\uc870\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed \uc815\ubd80\uc758 300mm \uc544\ub0a0\ub85c\uadf8 \ud339 \ubc0f \ud6c4\uacf5\uc815 \uc870\ub9bd \ud074\ub7ec\uc2a4\ud130 \ubcf4\uc870\uae08\uc740 \ube44\uc6a9 \uc6b0\uc704\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 12.7%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 520\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 CHIPS Act \uc778\uc13c\ud2f0\ube0c\ub294 \uc560\ub9ac\uc870\ub098, \ud14d\uc0ac\uc2a4, \ub274\uc695\uc5d0 \uad6d\ub0b4 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ud339\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 OEM\ub4e4\uc740 \ud14c\ub124\uc2dc, \ubbf8\uc2dc\uac04, \uc628\ud0c0\ub9ac\uc624\uc5d0 \uc804\uae30\ucc28 \uc870\ub9bd \ub77c\uc778\uc744 \ud604\uc9c0\ud654\ud558\uc5ec \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubaa8\ub4c8 \ubc0f \uc628\ubcf4\ub4dc \ucda9\uc804\uae30 MOSFET\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc720\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 400Hz \ud56d\uacf5\uc6b0\uc8fc \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58 \ubc0f 25kV \ucca0\ub3c4 \uc804\ucca0\ud654 \ubd84\uc57c\uc5d0\uc11c \uae30\uc220 \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uc5f0\ud569\uc758 REPowerEU \uacc4\ud68d\uc740 \ub9e4\ub144 30GW\uc758 \ucd94\uac00 \ud0dc\uc591\uad11 \ubc0f 10GW\uc758 \ubc30\ud130\ub9ac \uc2a4\ud1a0\ub9ac\uc9c0\ub97c \uc9c0\uc6d0\ud558\uc5ec 1.2kV IGBT \ubc0f 650V Super-Junction MOSFET\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ud655\uace0\ud788 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uc778 Infineon, onsemi, Mitsubishi Electric, Fuji Electric, Renesas\ub294 \uc0c1\ub2f9\ud55c \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \ubcf4\uc720\ud558\uba70 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569 \uc0c1\ud0dc\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc5d0\ud53c\ud0dd\uc15c \uc6e8\uc774\ud37c \uc131\uc7a5, \uc804\ub825 \uae08\uc18d\ud654, \uc790\ub3d9\ud654\ub41c \uc640\uc774\uc5b4 \ubcf8\ub4dc \uac80\uc0ac\uc5d0\uc11c\uc758 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub294 \ub192\uc740 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc758 \uc804\ub7b5\uc740 \uc218\uc9c1 \ud1b5\ud569\uacfc \uae30\uc220 \ucc28\ubcc4\ud654\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. Infineon\uc740 \ud0dc\uad6d\uc5d0 \ud6c4\uacf5\uc815 \ud339\uc744 \uac74\uc124\ud558\uc5ec \uc9c0\ub9ac\uc801 \uacf5\uae09 \uc9d1\uc911 \uc704\ud5d8\uc744 \ubd84\uc0b0\ud558\uace0 \uc788\uc73c\uba70, onsemi\ub294 SiC JFET \uc778\uc218\ub97c \ud1b5\ud574 \uc2e4\ub9ac\ucf58 \ubc0f SiC \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ubc18\uc5d0 \uac78\uccd0 \ub3c5\uc810\uc801\uc778 \uc9c0\uc801 \uc7ac\uc0b0\uad8c\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Infineon\uc758 7\uc138\ub300 TrenchStop IGBT\ub294 \ud134\uc624\ud504 \uc5d0\ub108\uc9c0\ub97c 24% \ub0ae\ucd94\uba74\uc11c\ub3c4 \uc804\ub3c4 \uc190\uc2e4\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uc544 SiC\uc758 \ud6a8\uc728\uc131 \uc8fc\uc7a5\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \ub300\uc751\ud569\ub2c8\ub2e4. Mitsubishi Electric\uc758 \uc18c\ud615 T-\uc2dc\ub9ac\uc988 \ubaa8\ub4c8\uc740 \ubb34\ub0a9\ub55c \uc555\ub825 \uc811\ucd09 \uad6c\uc870\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub0a9\ub55c \uc124\uacc4 \ub300\ube44 \uc804\ub825 \uc0ac\uc774\ud074\ub9c1 \ub2a5\ub825\uc744 4\ubc30 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>Navitas \ubc0f Nexgen\uacfc \uac19\uc740 \uc2e0\ud765 \uacbd\uc7c1\uc5c5\uccb4\ub4e4\uc740 \ub4dc\ub77c\uc774\ubc84, FET, \ubcf4\ud638 \uae30\ub2a5\uc744 \ub2e8\uc77c \ud328\ud0a4\uc9c0\uc5d0 \ud1b5\ud569\ud55c GaN(\uc9c8\ud654\uac08\ub968) \uc804\ub825 IC\ub97c 3kW \ucda9\uc804\uae30\uc5d0\uc11c \uac1c\ubcc4 Super-Junction MOSFET\uacfc \ub3d9\ub4f1\ud55c \ube44\uc6a9\uc73c\ub85c \uc81c\uacf5\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud63c\ud569 \uae30\uc220 \ub85c\ub4dc\ub9f5\uc73c\ub85c \ub300\uc751\ud558\uace0 \uc788\uc73c\uba70, Renesas\ub294 2025\ub144 7\uc6d4 GaN FET \ucd9c\uc2dc\ub97c \ud1b5\ud574 1MHz \uc774\uc0c1\uc758 \uc2a4\uc704\uce6d \uc18d\ub3c4\uac00 \ud3fc\ud329\ud130 \uc774\uc810\uc744 \uc81c\uacf5\ud558\ub294 AI \uc11c\ubc84 \ubc31\ud50c\ub808\uc778 \ucee8\ubc84\ud130\ub97c \uba85\uc2dc\uc801\uc73c\ub85c \uaca8\ub0e5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 4\uc6d4: Toshiba\ub294 PCIM 2025\uc5d0\uc11c 250kW \uacbd\uc0c1\uc6a9\ucc28 \uc778\ubc84\ud130\uc6a9 2-in-1 SiC \ubaa8\ub4c8\uc744 \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Infineon Technologies\ub294 \ud0dc\uad6d Samut Prakan\uc5d0 \ud6c4\uacf5\uc815 \uc804\ub825 \ubaa8\ub4c8 \uacf5\uc7a5\uc744 \ucc29\uacf5\ud588\uc73c\uba70, 2026\ub144 \ucd08\uc5d0 \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac08 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Onsemi\ub294 Qorvo\uc758 SiC JFET \uc790\uc0b0\uc744 1\uc5b5 1,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218 \uc644\ub8cc\ud558\uc5ec AI \ub370\uc774\ud130 \uc13c\ud130 \uc804\ub825 \uc120\ubc18\uc6a9 EliteSiC \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 6\uc6d4: Renesas\ub294 Transphorm\uc744 3\uc5b5 3,900\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218 \uc644\ub8cc\ud558\uc5ec EV \ucda9\uc804\uae30 \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc778\ubc84\ud130\uc6a9 GaN \uc5ed\ub7c9\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uae30\uc220 \ubc1c\uc804\uc740 IGBT \ubc0f Super Junction MOSFET \uc2dc\uc7a5\uc774 \uc55e\uc73c\ub85c\ub3c4 \uc9c0\uc18d\uc801\uc778 \ud601\uc2e0\uacfc \uc131\uc7a5\uc744 \uc774\ub8f0 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 IGBT \ubc0f Super Junction MOSFET \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc5f0\uad6c \uac00\uc815, \uc2dc\uc7a5 \uc815\uc758, \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. Executive Summary\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc758 \ud575\uc2ec \ud1b5\ucc30\ub825\uc744 \uc694\uc57d \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uacfc \uc81c\uc57d \uc694\uc778\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc804\uae30\ucc28(EV) \uc911\uc2ec\uc758 \uc804\ub825 \uc804\uc790 \uc218\uc694 \uae09\uc99d, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc778\ubc84\ud130 \ucc44\ud0dd \uc99d\uac00, \uc0b0\uc5c5 \uc790\ub3d9\ud654\uc758 Si \uae30\ubc18 \ubaa8\ub4c8 \uc804\ud658, \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \ubc00\ub3c4 \ud5a5\uc0c1 \uc694\uad6c, \ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uadf8\ub7a8, \uacc4\ud1b5 \uc5f0\uacc4\ud615 \ubc30\ud130\ub9ac \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ud655\uc0b0 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 SiC \uc18c\uc790\uc640\uc758 \uac00\uaca9 \uacbd\uc7c1, \uacf5\uae09\ub9dd \ub0b4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \ubd80\uc871, 650V \uc774\uc0c1\uc5d0\uc11c\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4, \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815 \uc900\uc218 \ube44\uc6a9 \ub4f1\uc774 \uc5b8\uae09\ub429\ub2c8\ub2e4. \ub610\ud55c, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc2dc\uc7a5 \uc601\ud5a5, \uadf8\ub9ac\uace0 Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uc2e0\uaddc \uc9c4\uc785\uc790, \uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \ub300\uccb4\uc7ac, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, IGBT \ubc0f Super Junction MOSFET \uc2dc\uc7a5\uc740 2025\ub144\uc5d0 116\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 10.83%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, Super-Junction MOSFET \ubaa8\ub4c8\uc740 11.3%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc81c\ud488 \uce74\ud14c\uace0\ub9ac\ub85c \uc608\uce21\ub418\uba70, \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5 \uc911\uc5d0\uc11c\ub294 \uc790\ub3d9\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 2024\ub144 \uae30\uc900 40.7%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ub192\uc740 \ub9e4\ucd9c \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615(IGBT Discrete\/Modules, Super-Junction MOSFET Discrete\/Modules), \uc804\ub825 \uc815\uaca9(Low\/Medium\/High), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825, \uc0b0\uc5c5 \uc81c\uc870, ICT \ubc0f \ub370\uc774\ud130 \uc13c\ud130, \uac00\uc804\uc81c\ud488), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4. \uac01 \uc9c0\uc5ed\uc740 \uc8fc\uc694 \uad6d\uac00\ubcc4\ub85c \uc0c1\uc138\ud55c \uc2dc\uc7a5 \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. Infineon Technologies AG, Fuji Electric Co., Ltd., Mitsubishi Electric Corporation, STMicroelectronics N.V., ON Semiconductor Corporation \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uba70, \uac01 \uae30\uc5c5\uc758 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\uba70, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-28149","post","type-post","status-publish","format-standard","hentry","category-market-reports"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/28149"}],"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=28149"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/28149\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=28149"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=28149"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=28149"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}