{"id":28814,"date":"2026-02-07T16:17:05","date_gmt":"2026-02-07T16:17:05","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/graphics-processing-unit-market-mordor\/"},"modified":"2026-09-11T23:57:50","modified_gmt":"2026-09-11T14:57:50","slug":"graphics-processing-unit-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/graphics-processing-unit-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58 (GPU) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 ~ 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/graphics-processing-unit-market-1767894651246-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\/graphics-processing-unit-market-size-image-1767928506307.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 \ud658\uacbd<\/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 AAA \uac8c\uc784\uc758 \uc9c4\ud654\ud558\ub294 \uadf8\ub798\ud53d \ud604\uc2e4\uc131<\/li>\n<li class=\"toc-level-3\">4.2.2 AR\/VR \ubc0f AI \uae30\ubc18 \uc774\uae30\uc885 \ucef4\ud4e8\ud305 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud074\ub77c\uc6b0\ub4dc \uac8c\uc784 \uc11c\ube44\uc2a4 \ucd9c\uc2dc<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc0dd\uc131\ud615 AI \ubaa8\ub378 \ud6c8\ub828 GPU \uc9d1\uc57d\ub3c4<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc8fc\uad8c AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.6 \uce69\ub81b \uae30\ubc18 \ub9de\ucda4\ud615 GPU SKU<\/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 \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \uc9c0\ucd9c \ubc0f BOM \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub9cc\uc131\uc801\uc778 \ucca8\ub2e8 \ub178\ub4dc \uacf5\uae09 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.3 ?7 nm GPU \ud310\ub9e4\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c<\/li>\n<li class=\"toc-level-3\">4.3.4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c DC\uc758 \ub0c9\uac01 \ubc0f \uc804\ub825 \ubc00\ub3c4 \uc81c\ud55c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/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 GPU \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc678\uc7a5 GPU<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub0b4\uc7a5 GPU<\/li>\n<li class=\"toc-level-3\">5.1.3 \uae30\ud0c0 GPU \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\uae30 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubaa8\ubc14\uc77c \uae30\uae30 \ubc0f \ud0dc\ube14\ub9bf<\/li>\n<li class=\"toc-level-3\">5.2.2 PC \ubc0f \uc6cc\ud06c\uc2a4\ud14c\uc774\uc158<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc11c\ubc84 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\uae30<\/li>\n<li class=\"toc-level-3\">5.2.4 \uac8c\uc784 \ucf58\uc194 \ubc0f \ud734\ub300\uc6a9 \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc790\ub3d9\ucc28 \/ ADAS<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0 \uc784\ubca0\ub514\ub4dc \ubc0f \uc5e3\uc9c0 \uae30\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc30\ud3ec \ubaa8\ub378\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc628\ud504\ub808\ubbf8\uc2a4<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud074\ub77c\uc6b0\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 x86-64<\/li>\n<li class=\"toc-level-3\">5.4.2 Arm<\/li>\n<li class=\"toc-level-3\">5.4.3 RISC-V \ubc0f OpenGPU<\/li>\n<li class=\"toc-level-3\">5.4.4 \uae30\ud0c0 \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98 (Power, MIPS)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.4.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-3\">5.5.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.6.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.6.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.6.3 \ucf00\ub0d0<\/li>\n<li class=\"toc-level-4\">5.5.6.4 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/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, \uac00\uc6a9 \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \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 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Advanced Micro Devices Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Apple Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung Electronics Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Qualcomm Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Arm Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Imagination Technologies Group<\/li>\n<li class=\"toc-level-3\">6.4.9 Zotac Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Sapphire Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 ASUStek Computer Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Micro-Star International (MSI)<\/li>\n<li class=\"toc-level-3\">6.4.13 Gigabyte Technology Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Zotac Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Palit Microsystems Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Leadtek Research Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Colorful Technology Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Amazon Web Services<\/li>\n<li class=\"toc-level-3\">6.4.19 Google LLC<\/li>\n<li class=\"toc-level-3\">6.4.20 Huawei HiSilicon<\/li>\n<li class=\"toc-level-3\">6.4.21 Graphcore Ltd.<\/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>\uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58(GPU) \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58(GPU) \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \ub3d9\ud5a5, \uc810\uc720\uc728 \ubc0f \uc0b0\uc5c5 \ubcf4\uace0\uc11c 2031\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. GPU \uc2dc\uc7a5\uc740 2026\ub144 1,042\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 3,259\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 25.61%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub418\uba70, \ubd81\ubbf8\uac00 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778:<br \/>\nGPU \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \ud575\uc2ec \uc694\uc778\uc73c\ub85c\ub294 \uc0dd\uc131\ud615 AI \ubaa8\ub378 \ud6c8\ub828 \uac15\ub3c4 \uc99d\uac00, \uc774\uae30\uc885 \ucef4\ud4e8\ud305 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 CPU\uc640 GPU \uc790\uc6d0\uc744 \uacb0\ud569\ud55c \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc758 \uc9c0\uc18d\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc0dd\uc131\ud615 AI \ubaa8\ub378 \ud6c8\ub828\uc5d0 \ud544\uc694\ud55c GPU \uac15\ub3c4 \uc99d\uac00\ub294 \uac00\uc7a5 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, 1\ucc9c\uc5b5 \uac1c \uc774\uc0c1\uc758 \ub9e4\uac1c\ubcc0\uc218\ub97c \uac00\uc9c4 \ubaa8\ub378\uc744 \ud6c8\ub828\ud558\uae30 \uc704\ud574\uc11c\ub294 \ud398\ud0c0\ud50c\ub86d(petaflop) \uaddc\ubaa8\uc758 \ud074\ub7ec\uc2a4\ud130\uc640 \ucd08\ub2f9 \uc218 \ud14c\ub77c\ubc14\uc774\ud2b8\uc758 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc774 \uc694\uad6c\ub429\ub2c8\ub2e4. NVIDIA\uc758 H200 GPU\ub294 4.8 TB\/s\uc758 \ub300\uc5ed\ud3ed\uacfc 141 GB HBM3e \uba54\ubaa8\ub9ac\ub97c \uc81c\uacf5\ud558\uc5ec \ud6c8\ub828 \uc2dc\uac04\uc744 40% \ub2e8\ucd95\uc2dc\ud0b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \ub9de\ucda4\ud615 \uce69\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, NVIDIA\ub294 CUDA \ub3c4\uad6c\uc640 FP8 \uc815\ubc00\ub3c4\uc5d0\uc11c \ub3c5\ubcf4\uc801\uc778 \uc6b0\uc704\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uba40\ud2f0\ubaa8\ub2ec \ubaa8\ub378\uc758 \ud655\uc0b0\uc740 \uace0\uc6a9\ub7c9 \uba54\ubaa8\ub9ac GPU\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub610\ud55c, \uac01\uad6d \uc815\ubd80\uac00 \ub370\uc774\ud130 \ud604\uc9c0\ud654 \ubc0f \ud574\uc678 \ud074\ub77c\uc6b0\ub4dc \uc758\uc874\ub3c4 \uac10\uc18c\ub97c \uc704\ud574 \uad6d\ub0b4 AI \ud074\ub7ec\uc2a4\ud130\ub97c \uad6c\ucd95\ud558\ub294 &#8216;\uad6d\uac00 \uc8fc\ub3c4 AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95&#8217; \uc6c0\uc9c1\uc784\ub3c4 \uc911\uc694\ud55c \ub3d9\uc778\uc785\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\ub294 NEOM \ud504\ub85c\uc81d\ud2b8\uc5d0 20\ub9cc \uac1c\uc758 GPU\ub97c \uc9c0\uc6d0\ud558\ub294 400\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub2e8\uc9c0 \uac74\uc124\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc73c\uba70, UAE, \uc778\ub3c4, \uc77c\ubcf8 \ub4f1\ub3c4 \uc720\uc0ac\ud55c \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \uc2dc\uc791\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. AR\/VR \ubc0f AI \uae30\ubc18 \uc774\uae30\uc885 \ucef4\ud4e8\ud305 \uc218\uc694 \uc99d\uac00, AAA \uac8c\uc784\uc758 \uadf8\ub798\ud53d \ud604\uc2e4\uc131 \uc9c4\ud654, \uce69\ub81b \uae30\ubc18 \ub9de\ucda4\ud615 GPU SKU \uac1c\ubc1c, \ud074\ub77c\uc6b0\ub4dc \uac8c\uc784 \uc11c\ube44\uc2a4 \ucd9c\uc2dc \ub4f1\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc81c\uc57d \uc694\uc778:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \uc9c0\ucd9c \ubc0f \ubd80\ud488\uc6d0\uac00(BOM) \ube44\uc6a9, \ub9cc\uc131\uc801\uc778 \ucca8\ub2e8 \ub178\ub4dc \uacf5\uae09 \uc81c\uc57d, 7nm \uc774\ud558 GPU \ud310\ub9e4\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \ub0c9\uac01 \ubc0f \uc804\ub825 \ubc00\ub3c4 \uc81c\ud55c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, TSMC\uc758 3nm \ubc0f 5nm \ud339\uc774 95% \uc774\uc0c1\uc758 \uac00\ub3d9\ub960\uc744 \ubcf4\uc774\uba70 Apple, NVIDIA, AMD, Qualcomm \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \ub2e4\ub144 \uacc4\uc57d\uc744 \uccb4\uacb0\ud568\uc5d0 \ub530\ub77c, \ub0a9\uae30\uac00 12\uac1c\uc6d4\uae4c\uc9c0 \uc5f0\uc7a5\ub418\ub294 \ub4f1 \ucca8\ub2e8 \ub178\ub4dc \uacf5\uae09 \uc81c\uc57d\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 AIB(Add-in-Board) \ud30c\ud2b8\ub108\ub4e4\uc774 \uc678\uc7a5 \uce74\ub4dc \uacf5\uae09\uc744 \uc81c\ud55c\ud558\uac8c \ub9cc\ub4dc\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud50c\ub798\uadf8\uc2ed \ub370\uc774\ud130\uc13c\ud130 GPU\uc758 \ub192\uc740 HBM3 \uac00\uaca9\uacfc CoWoS \uc778\ud130\ud3ec\uc800 \uc218\uc728 \ubb38\uc81c\ub85c \uc778\ud55c 3,000\ub2ec\ub7ec \uc774\uc0c1\uc758 BOM \ube44\uc6a9, \uadf8\ub9ac\uace0 \uc18c\ube44\uc790\uc6a9 \uce74\ub4dc\uc758 \uac00\uaca9 \uc778\uc0c1 \ub610\ud55c \uc2dc\uc7a5\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>GPU \uc720\ud615\ubcc4:<br \/>\n2025\ub144 \ud1b5\ud569 GPU\ub294 \uc804\uccb4 GPU \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 54.81%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ubcf4\uae09\ud615 \ub178\ud2b8\ubd81 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. Qualcomm\uc758 Snapdragon 8 Gen 3\uc640 Apple\uc758 M4 \uce69 \ub4f1\uc774 \ub300\ud45c\uc801\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc678\uc7a5 GPU\ub294 2031\ub144\uae4c\uc9c0 26.41%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70 \ub370\uc774\ud130\uc13c\ud130 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c \uadf8 \ube44\uc911\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 \uc678\uc7a5 \ub370\uc774\ud130\uc13c\ud130 GPU \ub9e4\ucd9c\uc740 2025\ub144 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 475\uc5b5 \ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 GPU\ub294 \ub0ae\uc740 \ubcf4\ub4dc \ube44\uc6a9\uacfc \uc804\ub825 \uc18c\ubaa8\ub85c \uc587\uace0 \uac00\ubcbc\uc6b4 \ud3fc\ud329\ud130\uc5d0 \uc774\uc0c1\uc801\uc774\uba70, \uc678\uc7a5 GPU\ub294 8K \ube44\ub514\uc624 \ud3b8\uc9d1 \ubc0f AI \ubaa8\ub378 \ud6c8\ub828\uacfc \uac19\uc774 \uc9c0\uc18d\uc801\uc778 \ubcd1\ub82c \ucc98\ub9ac\ub7c9\uc774 \ud544\uc694\ud55c \uc791\uc5c5\uc5d0 \uac15\uc810\uc744 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc7a5\uce58 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n2025\ub144 \ubaa8\ubc14\uc77c \uae30\uae30 \ubc0f \ud0dc\ube14\ub9bf\uc740 \uc2a4\ub9c8\ud2b8\ud3f0 \ucd9c\ud558\ub7c9\uc774 12\uc5b5 \ub300\ub97c \ub118\uc5b4\uc11c\uba70 GPU \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 38.24%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc11c\ubc84 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\uae30\ub294 2031\ub144\uae4c\uc9c0 27.78%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc138\uadf8\uba3c\ud2b8\uc785\ub2c8\ub2e4. 2025\ub144 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 400\ub9cc \uac1c \uc774\uc0c1\uc758 GPU\ub97c \ubc30\ud3ec\ud588\uc2b5\ub2c8\ub2e4. AI PC \uc774\ub2c8\uc154\ud2f0\ube0c\ub85c NPU\uac00 \ud1b5\ud569\ub41c PC \ubc0f \uc6cc\ud06c\uc2a4\ud14c\uc774\uc158\ub3c4 \uc218\ud61c\ub97c \uc785\uace0 \uc788\uc73c\uba70, \uc790\uc728\uc8fc\ud589 \ud50c\ub7ab\ud3fc(NVIDIA Drive Thor)\uc744 \ud1b5\ud569\ud55c \uc790\ub3d9\ucc28 \ubd84\uc57c\ub3c4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8 \uce74\uba54\ub77c\uc640 \uac19\uc740 \uc5e3\uc9c0 \uae30\uae30\uc5d0\uc11c\ub3c4 \uc800\uc804\ub825 GPU \ucc44\ud0dd\uc774 \ub298\uc5b4\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc30\ud3ec \ubaa8\ub378\ubcc4:<br \/>\n\ud074\ub77c\uc6b0\ub4dc \ubc30\ud3ec\ub294 2025\ub144 GPU \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 63.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 26.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc870\uc9c1\ub4e4\uc774 \uc885\ub7c9\uc81c \ubaa8\ub378\uc744 \uc120\ud638\ud558\ub294 \uacbd\ud5a5\uc774 \uac15\ud574\uc9c0\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. AWS P5e \uc778\uc2a4\ud134\uc2a4(H200 GPU), Google Cloud, Microsoft Azure, Oracle Cloud \ub4f1 \uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 H100 \ubc0f MI300X \uae30\ubc18 \uc11c\ube44\uc2a4\ub97c \ud1b5\ud574 AI \ud504\ub85c\uc81d\ud2b8\uc758 \uc2dc\uc791 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ub370\uc774\ud130 \uc0c1\uc8fc \uc694\uad6c\uc0ac\ud56d\uc774\ub098 \uc7a5\uae30 \ud6c8\ub828 \uc8fc\uae30\ub85c \uc778\ud574 \ud074\ub77c\uc6b0\ub4dc \uc784\ub300\ubcf4\ub2e4 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc774 \ub0ae\uc740 \uacbd\uc6b0 \uc628\ud504\ub808\ubbf8\uc2a4 \ud074\ub7ec\uc2a4\ud130\uc758 \uc911\uc694\uc131\ub3c4 \uc5ec\uc804\ud788 \ud07d\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158\uc740 \uc720\uc5f0\uc131\uacfc \uc608\uc0b0 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98\ubcc4:<br \/>\nArm \uae30\ubc18 GPU\ub294 2025\ub144 GPU \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 46.37%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 26.15%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc9c0\ubc30\ub825\uacfc Apple\uc758 Mac \uc804\ud658, \uadf8\ub9ac\uace0 AWS Graviton4 \uc11c\ubc84\uc5d0\uc11c Arm CPU\uc640 \uc678\uc7a5 GPU\uc758 \uacb0\ud569\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. x86-64 CPU\ub294 CUDA \uc885\uc18d\uc131 \ubc0f AVX-512 \uc9c0\uc6d0\uc73c\ub85c \uc5ec\uc804\ud788 \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc758 \ud575\uc2ec \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. AMD\uc758 MI300A\ub294 Zen 4 CPU \ucf54\uc5b4\uc640 CDNA 3 GPU\ub97c \ub2e8\uc77c \ud328\ud0a4\uc9c0\uc5d0 \uacb0\ud569\ud558\uc5ec \uc5d1\uc0ac\uc2a4\ucf00\uc77c \uc2dc\uc2a4\ud15c\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4. RISC-V\ub294 \uc544\uc9c1 \ud2c8\uc0c8 \uae30\uc220\uc774\uc9c0\ub9cc, \uc624\ud508 \uba85\ub839\uc5b4 \uc138\ud2b8\uc758 \ub9de\ucda4\ud654 \uac00\ub2a5\uc131\uc73c\ub85c \ud559\uacc4\uc5d0\uc11c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 GPU \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 44.71%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 7\uc5b5 \ub300 \uc2a4\ub9c8\ud2b8\ud3f0 \uc0dd\uc0b0\ub7c9\uacfc TSMC\uac00 \ucca8\ub2e8 \ub178\ub4dc GPU \ub2e4\uc774\uc758 80% \uc774\uc0c1\uc744 \uc0dd\uc0b0\ud558\ub294 \ub300\ub9cc\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc9c0\ubc30\ub825\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uc790\ub3d9\ucc28 1\ucc28 \uacf5\uae09\uc5c5\uccb4\ub4e4\ub3c4 200\ub9cc \ub300 \uc774\uc0c1\uc758 \ucc28\ub7c9\uc5d0 Drive Orin \ubc0f Snapdragon Ride \uce69\uc744 \ud1b5\ud569\ud558\uc5ec ADAS(\ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c) \ubcf4\uae09\ub960\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc911\ub3d9 \uc9c0\uc5ed\uc740 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, UAE, \uce74\ud0c0\ub974\uc758 \uad6d\uac00 AI \ud074\ub7ec\uc2a4\ud130 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 27.61%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\ub294 NEOM \ub370\uc774\ud130\uc13c\ud130\uc5d0 20\ub9cc \uac1c\uc758 H200 GPU\ub97c \uc8fc\ubb38\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8\ub294 30%\ub300 \uc911\ubc18\uc758 \uc810\uc720\uc728\ub85c \uc5ec\uc804\ud788 \ud601\uc2e0 \ud5c8\ube0c \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc73c\uba70, Microsoft, Google, Meta, Amazon \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 2025\ub144\uc5d0 1,000\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 GPU \uc778\ud504\ub77c\uc5d0 \uc9c0\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \ub610\ud55c \ud504\ub791\uc2a4\uc758 Mistral AI, \ub3c5\uc77c\uc758 Aleph Alpha \ub4f1 \uad6d\uac00 AI \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a8\ubbf8\uc640 \uc544\ud504\ub9ac\uce74\ub294 \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc774\uc9c0\ub9cc, \ube0c\ub77c\uc9c8\uacfc \ub0a8\uc544\ud504\ub9ac\uce74\uc758 \uc5f0\uad6c \uae30\uad00\uc5d0\uc11c H100 \ubc0f MI250X \ub178\ub4dc\ub97c \ucd94\uac00\ud558\uae30 \uc2dc\uc791\ud558\uba70 \ucd08\uae30 \ub3c4\uc785 \ucd94\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>GPU \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub294 NVIDIA Corporation, Advanced Micro Devices Inc.(AMD), Intel Corporation, Apple Inc., Samsung Electronics Co. Ltd.\uc785\ub2c8\ub2e4.<\/p>\n<p>NVIDIA\ub294 \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\uae30 \uc2dc\uc7a5\uc758 88%, \uc678\uc7a5 \uac8c\uc774\ubc0d GPU \uc2dc\uc7a5\uc758 82%\ub97c \uc7a5\uc545\ud558\uba70 CUDA\ub97c \ud1b5\ud55c \uac15\ub825\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc885\uc18d\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. AMD\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc2dc\uc7a5\uc5d0\uc11c 10%\uc758 \uc810\uc720\uc728\uc744 \uac00\uc9c0\uace0 \uc788\uc73c\uba70, MI300X\ub97c \ud1b5\ud574 \ube44\uc6a9 \ub300\ube44 \uc131\ub2a5 \uc6b0\uc704\ub97c \uac15\uc870\ud558\uba70 Microsoft Azure \ubc0f Meta \uc6cc\ud06c\ub85c\ub4dc\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Intel\uc740 Gaudi 3\ub85c \ucd94\ub860 \ud6a8\uc728\uc131\uc744 \uac15\uc870\ud558\uba70 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc5d0 5\ub9cc \ub300\ub97c \ucd9c\ud558\ud558\uc5ec \uac1c\ubc1c\uc790\ub4e4\uc5d0\uac8c \uc120\ud0dd\uc758 \ud3ed\uc744 \ub113\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \ucd08\uc810\uc740 \uce69\ub81b \ubaa8\ub4c8\uc131\uacfc \uc218\uc9c1 \ud1b5\ud569\uc5d0 \ub9de\ucdb0\uc838 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\ub294 Mellanox \uc778\uc218\ub97c \ud1b5\ud574 GPU \uac04 \uc9c0\uc5f0 \uc2dc\uac04\uc744 5\ub9c8\uc774\ud06c\ub85c\ucd08 \ubbf8\ub9cc\uc73c\ub85c \ub2e8\ucd95\ud588\uc73c\uba70, AMD\ub294 \uce69\ub81b \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uba54\ubaa8\ub9ac-\ucef4\ud4e8\ud305 \ube44\uc728\uc744 \ub9de\ucda4\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Qualcomm, Graphcore, Cerebras\uc640 \uac19\uc740 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc740 \uc5e3\uc9c0 \ucd94\ub860 \ubc0f \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c AI \uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc73c\ub098, \uc0dd\ud0dc\uacc4 \ud55c\uacc4\ub85c \uc778\ud574 \uc804\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 2% \ubbf8\ub9cc\uc785\ub2c8\ub2e4. EU AI Act \ubc0f ISO\/IEC 23053\uacfc \uac19\uc740 \uaddc\uc81c\ub294 \ud22c\uba85\uc131\uc744 \uc758\ubb34\ud654\ud558\uba70, \ubca4\ub354\ub4e4\uc740 \ud558\ub4dc\uc6e8\uc5b4 \uc778\uc99d \uc5d4\uc9c4 \ubc0f \ubcf4\uc548 \ubd80\ud305\uc744 \ud1b5\ud569\ud558\uc5ec \uaddc\uc81c \uc900\uc218\ub97c \ucda9\uc871\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uaddc\ubaa8, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae4a\uc774, \ud30c\uc6b4\ub4dc\ub9ac \uc811\uadfc\uc131\uc774 \uc911\uc694\ud55c GPU \uc2dc\uc7a5\uc5d0\uc11c \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub354\uc6b1 \uac15\ud654\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2025\ub144 12\uc6d4: NVIDIA\uc640 Foxconn\uc740 Blackwell GPU\uc640 \uc561\uccb4 \ub0c9\uac01 \ub799\uc744 \uacb0\ud569\ud55c AI \ud329\ud1a0\ub9ac \uacf5\ub3d9 \uac1c\ubc1c\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 11\uc6d4: AMD\ub294 \ud540\ub780\ub4dc \uae30\ubc18 Silo AI\ub97c 6\uc5b5 6,500\ub9cc \uc720\ub85c\uc5d0 \uc778\uc218\ud558\uc5ec \uc720\ub7fd \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub97c \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 10\uc6d4: Intel\uc740 Gaudi 3\uc758 \uc591\uc0b0\uc744 \uc2dc\uc791\ud558\uc5ec \uc5ec\ub7ec \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc5d0 5\ub9cc \ub300\ub97c \ucd9c\ud558\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: Qualcomm\uc740 \ubc29\uac08\ub85c\uc5b4 GPU \uc124\uacc4 \uc13c\ud130 \ud655\uc7a5\uc5d0 12\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uacbd\uc7c1 \uad6c\ub3c4\ub294 GPU \uc2dc\uc7a5\uc774 \uc55e\uc73c\ub85c\ub3c4 \ud601\uc2e0\uacfc \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 GPU(\uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc18c\ube44\uc790 \uae30\uae30, \ub370\uc774\ud130\uc13c\ud130 \uc11c\ubc84, \uc790\ub3d9\ucc28 ADAS \ubc0f \uc5e3\uc9c0 \uc2dc\uc2a4\ud15c \uc804\ubc18\uc5d0 \uac78\uccd0 \ubcd1\ub82c \ucc98\ub9ac \uc6cc\ud06c\ub85c\ub4dc\ub97c \uac00\uc18d\ud654\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \uc2e0\uaddc \ucd9c\uace0\ub41c \uac1c\ubcc4, \ud1b5\ud569 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uc790 \ud68c\ub85c\uc758 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc7ac\uc0dd \ubcf4\ub4dc, ASIC \ucc44\uad74\uae30 \ubc0f FPGA \uac00\uc18d\uae30\ub294 \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\nGPU \uc2dc\uc7a5\uc740 2026\ub144 1,042\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 3,259\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc11c\ubc84 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\uae30 \ubd80\ubb38\uc740 AI \ubaa8\ub378 \ud6c8\ub828\uc758 \ud655\ub300\ub85c \uc778\ud574 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 27.78%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \uac1c\ubcc4 GPU\ub294 \uc5d4\ud130\ud504\ub77c\uc774\uc988 AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ud544\uc694\ud55c \ub192\uc740 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uacfc \uc9c0\uc18d\uc801\uc778 \ubcd1\ub82c \ucc98\ub9ac\ub7c9 \ub355\ubd84\uc5d0 \uc5f0\ud3c9\uade0 26.41% \uc131\uc7a5\ud558\uba70 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc640 UAE\uc758 Sovereign-AI \ud074\ub7ec\uc2a4\ud130 \uad6c\ucd95\uc5d0 \ud798\uc785\uc5b4 \uc911\ub3d9 \uc9c0\uc5ed\uc774 \uc5f0\ud3c9\uade0 27.61%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 AAA \uac8c\uc784\uc758 \uadf8\ub798\ud53d \ud604\uc2e4\uac10 \uc9c4\ud654, AR\/VR \ubc0f AI \uae30\ubc18 \uc774\uae30\uc885 \ucef4\ud4e8\ud305 \uc218\uc694 \uc99d\uac00, \ud074\ub77c\uc6b0\ub4dc \uac8c\uc784 \uc11c\ube44\uc2a4 \ucd9c\uc2dc, \uc0dd\uc131\ud615 AI \ubaa8\ub378 \ud6c8\ub828\uc758 GPU \uc9d1\uc57d\ub3c4 \uc2ec\ud654, Sovereign-AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95, \uce69\ub81b \uae30\ubc18 \ub9de\ucda4\ud615 GPU SKU\uc758 \ub4f1\uc7a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \uc9c0\ucd9c \ubc0f BOM(\uc790\uc7ac \uba85\uc138\uc11c) \ube44\uc6a9, \ub9cc\uc131\uc801\uc778 \ucca8\ub2e8 \ub178\ub4dc \uacf5\uae09 \uc81c\uc57d, 7nm \uc774\ud558 GPU \ud310\ub9e4\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \ub0c9\uac01 \ubc0f \uc804\ub825 \ubc00\ub3c4 \ud55c\uacc4 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ucca8\ub2e8 \ub178\ub4dc \uc6e8\uc774\ud37c \ubd80\uc871, \ub192\uc740 HBM3 \uac00\uaca9, 7nm \uc774\ud558 \uc7a5\uce58\uc5d0 \ub300\ud55c \ubbf8\uad6d \uc218\ucd9c \ud1b5\uc81c\ub294 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub298\ub9ac\uace0 \uac00\uaca9\uc744 \ub192\uc774\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654:<br \/>\n\uc2dc\uc7a5\uc740 GPU \uc720\ud615(\uac1c\ubcc4 GPU, \ud1b5\ud569 GPU, \uae30\ud0c0), \uc7a5\uce58 \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ubaa8\ubc14\uc77c \uae30\uae30 \ubc0f \ud0dc\ube14\ub9bf, PC \ubc0f \uc6cc\ud06c\uc2a4\ud14c\uc774\uc158, \uc11c\ubc84 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\uae30, \uac8c\uc784 \ucf58\uc194 \ubc0f \ud734\ub300\uc6a9 \uae30\uae30, \uc790\ub3d9\ucc28\/ADAS, \uae30\ud0c0 \uc784\ubca0\ub514\ub4dc \ubc0f \uc5e3\uc9c0 \uae30\uae30), \ubc30\ud3ec \ubaa8\ub378(\uc628\ud504\ub808\ubbf8\uc2a4, \ud074\ub77c\uc6b0\ub4dc), \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98(x86-64, Arm, RISC-V \ubc0f OpenGPU, \uae30\ud0c0) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\nGPU \uc2dc\uc7a5\uc740 NVIDIA, AMD, Intel, Qualcomm, Arm \ub4f1\uc774 \uc57d 80%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \ub192\uc740 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc774\ub4e4 \uc8fc\uc694 \uae30\uc5c5\uc744 \ud3ec\ud568\ud55c 20\uac1c \uc774\uc0c1\uc758 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 GPU \uc124\uacc4\uc790, \ubcf4\ub4dc \uc81c\uc870\uc5c5\uccb4, \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uc124\uacc4\uc790 \ub4f1\uacfc\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 \uacf5\uacf5 \ub370\uc774\ud130\uc14b, \ubb34\uc5ed \ud1b5\uacc4, \uae30\uc5c5 \uc7ac\ubb34 \ubcf4\uace0\uc11c, \ud2b9\ud5c8 \uc815\ubcf4 \ub4f1\uc744 \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud558\uc5ec \uc2e0\ub8b0\uc131 \uc788\ub294 \ub370\uc774\ud130\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ubaa8\ub450 \uc0ac\uc6a9\ud558\uc5ec \uac80\uc99d\ub418\uba70, \ub9e4\ub144 \uc5c5\ub370\uc774\ud2b8\ub418\uc5b4 \ucd5c\uc2e0 \uc2dc\uc7a5 \uc0c1\ud669\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\nMordor Intelligence\uc758 GPU \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 \uc5c4\uaca9\ud55c \ubc94\uc704 \uc120\uc815, \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8 \uc8fc\uae30, \uc774\uc911 \uacbd\ub85c \uac80\uc99d \ub2e8\uacc4\ub97c \ud1b5\ud574 \uc758\uc0ac \uacb0\uc815\uc790\ub4e4\uc774 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud22c\uba85\ud558\uace0 \ubc18\ubcf5 \uac00\ub2a5\ud55c \uae30\uc900\uc120\uc744 \uc81c\uacf5\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-28814","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\/28814"}],"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=28814"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/28814\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=28814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=28814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=28814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}