{"id":28988,"date":"2026-02-07T18:02:16","date_gmt":"2026-02-07T18:02:16","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/graphene-electronics-market-mordor\/"},"modified":"2026-03-27T05:48:18","modified_gmt":"2026-03-26T20:48:18","slug":"graphene-electronics-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/graphene-electronics-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/graphene-electronics-market-1753926088266-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\/graphene-electronics-market-size-image-1753943815797.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 \ub300\uba74\uc801 CVD \uadf8\ub798\ud540 \ud544\ub984 \uc0dd\uc0b0\uc758 \ub3cc\ud30c\uad6c<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc18c\ube44\uc790 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c \uadf8\ub798\ud540 \uc288\ud37c\ucee4\ud328\uc2dc\ud130\uc758 \ube60\ub978 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.3 2025\ub144 \uc774\ud6c4 6G \ud14c\ub77c\ud5e4\ub974\uce20 \uc7a5\uce58 R&amp;D \uc790\uae08 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc790\ub3d9\ucc28 OEM\uc758 \uadf8\ub798\ud540 \ubc29\uc5f4 \uc804\uc790 \uc7a5\uce58\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 AI \uac00\uc18d\uae30\ub97c \uc704\ud55c \uadf8\ub798\ud540 \ud3ec\ud1a0\ub2c9\uc2a4 \uc0c1\uc6a9\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 \uadf8\ub798\ud540\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uc815\ubd80 \uc9c0\uc6d0 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8 (EU \ubc18\ub3c4\uccb4\ubc95, \ubbf8\uad6d CHIPS \ubc95)<\/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 \uc804\uc790 \ub4f1\uae09 \uadf8\ub798\ud540\uc5d0 \ub300\ud55c \ud1b5\uc77c\ub41c \ud488\uc9c8 \ud45c\uc900 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 300mm \uc2e4\ub9ac\ucf58 \uae30\ubc18 \uadf8\ub798\ud540 \ud339\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\uc21c\ub3c4 \ud751\uc5f0 \uc6d0\ub8cc\uc758 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \ub3c5\uc131\ud559\uc801 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud55c \uc18c\ube44\uc790 \uc2b9\uc778 \uc9c0\uc5f0<\/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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/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<\/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 \uc7ac\ub8cc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uadf8\ub798\ud540 \ud544\ub984<\/li>\n<li class=\"toc-level-3\">5.1.2 \uadf8\ub798\ud540 \uc0b0\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.3 \uadf8\ub798\ud540 \ub098\ub178 \ud50c\ub808\uc774\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc18c\uc218\uce35 \uadf8\ub798\ud540 (FLG)<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub2e8\uc77c\uce35 \ubc0f \uc774\uc911\uce35 \uadf8\ub798\ud540<\/li>\n<li class=\"toc-level-3\">5.1.6 \uadf8\ub798\ud540 \ud3fc \ubc0f \uc5d0\uc5b4\ub85c\uc824<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\uce58 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc0f \uc9d1\uc801 \ud68c\ub85c<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc13c\uc11c (\ubc14\uc774\uc624, \uac00\uc2a4, \uc555\ub825 \ub4f1)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubc30\ud130\ub9ac \ubc0f \uc6b8\ud2b8\ub77c\ucee4\ud328\uc2dc\ud130<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc720\uc5f0 \ubc0f \ud22c\uba85 \ub514\uc2a4\ud50c\ub808\uc774<\/li>\n<li class=\"toc-level-3\">5.2.5 \uad11\uc804\uc9c0 \ubc0f \uad11\uc804\uc790 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.2.6 \uba54\ubaa8\ub9ac \ubc0f \ub370\uc774\ud130 \uc800\uc7a5 \uc7a5\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc6e8\uc5b4\ub7ec\ube14 \uc804\uc790\uc81c\ud488 \ubc0f \uc804\uc790 \uc12c\uc720<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubc0f \uc804\ub825 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.3.6 \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.3.7 \uc0b0\uc5c5 \ubc0f IoT \uc778\ud504\ub77c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc81c\uc870 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29 (CVD)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc561\uc0c1 \ubc15\ub9ac<\/li>\n<li class=\"toc-level-3\">5.4.3 SiC \uc0c1 \uc5d0\ud53c\ud0dd\uc2dc \uc131\uc7a5<\/li>\n<li class=\"toc-level-3\">5.4.4 \uadf8\ub798\ud540 \uc0b0\ud654\ubb3c \ud658\uc6d0<\/li>\n<li class=\"toc-level-3\">5.4.5 \uae30\uacc4\uc801 \ubc0f \uc804\uae30\ud654\ud559\uc801 \ubc15\ub9ac<\/li>\n<li class=\"toc-level-3\">5.4.6 3D \ud504\ub9b0\ud305 \/ \uc801\uce35 \uc81c\uc870<\/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 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uac1c\uc694, \uc2dc\uc7a5 \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 Graphenea S.A.<\/li>\n<li class=\"toc-level-3\">6.4.2 NanoXplore Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Haydale Graphene Industries plc<\/li>\n<li class=\"toc-level-3\">6.4.4 First Graphene Limited<\/li>\n<li class=\"toc-level-3\">6.4.5 Directa Plus S.p.A.<\/li>\n<li class=\"toc-level-3\">6.4.6 Applied Graphene Materials plc<\/li>\n<li class=\"toc-level-3\">6.4.7 Versarien plc<\/li>\n<li class=\"toc-level-3\">6.4.8 XGS Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Angstron Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Grolltex, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Thomas Swan &amp; Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Graphene Square Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Talga Group Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 OCSiAl S.A.<\/li>\n<li class=\"toc-level-3\">6.4.15 Elcora Advanced Materials Corp.<\/li>\n<li class=\"toc-level-3\">6.4.16 Cabot Corporation<\/li>\n<li class=\"toc-level-3\">6.4.17 Perpetuus Carbon Technologies Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Ningbo Morsh Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Saint Jean Carbon Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Carbon Waters SAS<\/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\ud540 \uc804\uc790 \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5\uc740 2025\ub144 11\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uae4c\uc9c0 50\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 35.50%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ud68d\uae30\uc801\uc778 \uc81c\uc870 \uae30\uc220, 6G \ud14c\ub77c\ud5e4\ub974\uce20(THz) \uc7a5\uce58\uc758 \ubd80\uc0c1, \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \ucca8\ub2e8 \ubc29\uc5f4\ud310 \uc218\uc694 \uc99d\uac00, \uadf8\ub9ac\uace0 \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8\uc5d0 \ub530\ub978 \uc7a5\uae30\uc801\uc778 \uc790\uae08 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788, \ubb34\uc0b0\uc18c \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29(CVD) \uacf5\uc815\uc758 \uae09\uaca9\ud55c \ube44\uc6a9 \ud558\ub77d\uacfc \uc904 \uac00\uc5f4(Joule-heating) \ubc30\uce58 \uc0dd\uc0b0 \ubc29\uc2dd\uc740 \uc18c\ube44\uc790 \uae30\uae30 \ubc0f \uace0\ubc00\ub3c4 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58 \uc2dc\uc7a5\uc758 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \uc720\uc5f0\ud558\uace0 \uc2e0\uccb4 \ud1b5\ud569\ud615 \uc804\uc790 \uae30\uae30\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uc5b4 \uc6e8\uc5b4\ub7ec\ube14 \ubc0f \uc758\ub8cc \uc13c\uc11c \ubd84\uc57c\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc774 \ucc3d\ucd9c\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud488\uc9c8 \ud45c\uc900\uc758 \uaca9\ucc28, \ub300\uaddc\ubaa8 \ud339(fab) \uad6c\ucd95 \ube44\uc6a9, \ud751\uc5f0 \uc6d0\ub8cc \uacf5\uae09\ub9dd\uc758 \ubcc0\ub3d9\uc131\uc740 \ub2e8\uae30\uc801\uc778 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>\uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub300\uba74\uc801 CVD \uadf8\ub798\ud540 \ud544\ub984 \uc0dd\uc0b0 \uae30\uc220 \ud601\uc2e0: \uceec\ub7fc\ube44\uc544 \ub300\ud559\uad50\uc5d0\uc11c \uac1c\ubc1c\ub41c \ubb34\uc0b0\uc18c CVD \uacf5\uc815\uc740 \uae30\uc874 \ubc18\ub3c4\uccb4 \ub77c\uc778\uacfc \ud638\ud658\ub418\ub294 300mm \uc6e8\uc774\ud37c \uaddc\ubaa8\uc758 \ud544\ub984\uc744 \uc0dd\uc0b0\ud558\uba70, \uc625\uc2a4\ud37c\ub4dc \ub300\ud559\uad50\uc758 \uc561\uccb4\uce35 \uac15\ud654 \uae30\uc220\uc740 \uc0dd\uc0b0 \uc2dc\uac04\uc744 15\ubd84\uc73c\ub85c \ub2e8\ucd95\ud558\uace0 \ub2e8\uc704 \ube44\uc6a9\uc744 75% \uc808\uac10\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \ud488\uc9c8-\ube44\uc6a9 \uc0c1\ucda9 \uad00\uacc4\ub97c \ud574\uc18c\ud558\uace0 \ub514\uc2a4\ud50c\ub808\uc774 \ubc0f \ubc30\ud130\ub9ac OEM\uacfc\uc758 \ub300\ub7c9 \uacf5\uae09 \uacc4\uc57d\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   6G \ud14c\ub77c\ud5e4\ub974\uce20(THz) \uc7a5\uce58 \uc5f0\uad6c \uac1c\ubc1c \ud22c\uc790 \uc99d\uac00: DARPA, Horizon Europe, \ud55c\uad6d\uc758 ICT-2026 \ud504\ub85c\uadf8\ub7a8 \ub4f1\uc740 \uc2e4\ub9ac\ucf58\uc758 \ud55c\uacc4\ub97c \ub118\uc5b4\uc11c\ub294 1 THz \uc774\uc0c1\uc758 \ubd80\ud488 \uac1c\ubc1c\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub798\ud540 \ubbf9\uc11c\ub294 30\ubc30\uc758 \uc2e0\ud638 \uc774\ub4dd\uc744 \ubcf4\uc5ec \uad11\ub300\uc5ed \ubcc0\ud658\uc5d0 \ub300\ud55c \uadf8\ub798\ud540\uc758 \uc6b0\uc218\uc131\uc744 \uc785\uc99d\ud558\uba70, 6G\uc640 \uadf8\ub798\ud540 \uac04\uc758 \uc0c1\ud638 \uc758\uc874\uc131\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uac00\uc18d\uae30\ub97c \uc704\ud55c \uadf8\ub798\ud540 \ud3ec\ud1a0\ub2c9\uc2a4 \uc0c1\uc6a9\ud654: Black Semiconductor\ub294 2\uc5b5 5,440\ub9cc \uc720\ub85c\ub97c \ud22c\uc790\ud558\uc5ec 2027\ub144\uae4c\uc9c0 \uadf8\ub798\ud540 \ud3ec\ud1a0\ub2c9\uc2a4 \ud339\uc744 \uad6c\ucd95\ud560 \uc608\uc815\uc774\uba70, \uc774\ub294 \uad6c\ub9ac \ubc30\uc120 \uc5c6\uc774 \uc0c1\ud638 \uc5f0\uacb0 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c \uc904\uc5ec \uba40\ud2f0\ud2b8\ub9b4\ub9ac\uc5b8 \ud30c\ub77c\ubbf8\ud130 AI \ubaa8\ub378\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc5f4 \uc81c\uc57d\uacfc AI \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\uac00 \ub9de\ubb3c\ub824 \uadf8\ub798\ud540\uc740 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ud3ec\ud1a0\ub2c9\uc2a4 \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 OEM\uc758 \uadf8\ub798\ud540 \ubc29\uc5f4 \uc804\uc790 \ubd80\ud488 \ucc44\ud0dd: \ud3ec\ub4dc\ub294 \uadf8\ub798\ud540\uc744 \ud3fc \ubd80\ud488\uc5d0 \uc801\uc6a9\ud558\uc5ec 10\uac1c \ucc28\ub7c9 \ubd80\ud488\uc5d0\uc11c 30%\uc758 \ub0b4\uc5f4\uc131 \ud5a5\uc0c1\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc560\ud50c\uc758 \uc544\uc774\ud3f0 16 Pro\uc5d0 \uadf8\ub798\ud540 \uc99d\uae30 \ucc54\ubc84 \ub0c9\uac01 \uae30\uc220\uc774 \uc801\uc6a9\ub418\uba74\uc11c \uc790\ub3d9\ucc28 \ubd80\ud488 \uacf5\uae09\uc5c5\uccb4\ub4e4\ub3c4 \uc774\ub97c \ubaa8\ubc29\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28(EV) \uad6c\ub3d9\uacc4\uc758 \uc804\ub825 \ubc00\ub3c4\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c OEM\ub4e4\uc740 \uadf8\ub798\ud540\uc744 \ubd80\ud53c\uac00 \ud070 \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c \uc5c6\uc774 \uc811\ud569\ubd80 \uc628\ub3c4\ub97c \uc81c\uc5b4\ud560 \uc218 \uc788\ub294 \uc720\uc77c\ud55c \ud655\uc7a5 \uac00\ub2a5\ud55c \ubc29\ubc95\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80 \uc8fc\ub3c4 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8: \ubbf8\uad6d, EU, \uc77c\ubcf8, \ud55c\uad6d \ub4f1 \uc8fc\uc694\uad6d \uc815\ubd80\ub294 \uadf8\ub798\ud540\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud574 \uc7a5\uae30\uc801\uc778 \uc790\uae08 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\ube44\uc790 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30 \ub0b4 \uadf8\ub798\ud540 \uc288\ud37c\ucee4\ud328\uc2dc\ud130\uc758 \ube60\ub978 \ucc44\ud0dd: \ubd81\ubbf8\uc640 EU\ub97c \uc911\uc2ec\uc73c\ub85c \uadf8\ub798\ud540 \uc288\ud37c\ucee4\ud328\uc2dc\ud130\uac00 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0 \ube60\ub974\uac8c \ucc44\ud0dd\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub2e8\uae30\uc801\uc778 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc131\uc7a5 \uc800\ud574 \uc694\uc778<\/p>\n<p>\uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\uc790 \ub4f1\uae09 \uadf8\ub798\ud540\uc5d0 \ub300\ud55c \ud1b5\uc77c\ub41c \ud488\uc9c8 \ud45c\uc900 \ubd80\uc7ac: ANSI, ISO, IEC \ub4f1\uc740 \uc0b0\uc18c \ud568\ub7c9, \uce35 \uc218, \uacb0\ud568 \ubc00\ub3c4 \ub4f1 \uadf8\ub798\ud540 \ud488\uc9c8 \uce21\uc815 \uae30\uc900\uc5d0 \ub300\ud55c \ud569\uc758\uc5d0 \ub3c4\ub2ec\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\uc5b4, \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uac12\ube44\uc2fc \uc785\uace0 \uac80\uc0ac\ub97c \uc218\ud589\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \uacf5\uae09\uc5c5\uccb4 \ub2e4\uc591\uc131\uc744 \uc81c\ud55c\ud558\uace0 \ub300\ub7c9 \ubc30\ud3ec\ub97c \uc9c0\uc5f0\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   300mm \uadf8\ub798\ud540-\uc628-\uc2e4\ub9ac\ucf58 \ud339\uc758 \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c: \ucd5c\ucca8\ub2e8 3nm \ud339 \uad6c\ucd95 \ube44\uc6a9\uc774 150\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c, \uadf8\ub798\ud540 \ubaa8\ub4c8\uc740 \ub9de\ucda4\ud615 CVD \ucc54\ubc84 \ubc0f \uc624\uc5fc \uc81c\uc5b4 \uc7a5\uce58\ub97c \ucd94\uac00\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \ucd08\uae30 \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc774 \ub9e4\uc6b0 \ub192\uace0, \uc815\ubd80\ub098 \ub300\uae30\uc5c5\ub9cc\uc774 \ub300\uaddc\ubaa8 \uc0dd\uc0b0 \ub77c\uc778\uc5d0 \ud22c\uc790\ud560 \uc218 \uc788\uc5b4 \uc9c0\ub9ac\uc801 \ub2e4\uc591\uc131\uc744 \uc81c\ud55c\ud558\uace0 \uacf5\uae09 \uc911\ub2e8 \uc704\ud5d8\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n*   \uace0\uc21c\ub3c4 \ud751\uc5f0 \uc6d0\ub8cc \uacf5\uae09\ub9dd \ubd88\uc548\uc815\uc131: \uace0\uc21c\ub3c4 \ud751\uc5f0 \uc6d0\ub8cc\uc758 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131\uc740 \uc2dc\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \ud2b9\ud788 \uc911\uad6d \uacf5\uae09\uc5d0 \uc758\uc874\ud558\ub294 \uc9c0\uc5ed\uc5d0\uc11c \uadf8 \uc601\ud5a5\uc774 \ud07d\ub2c8\ub2e4.<br \/>\n*   \ub3c5\uc131\ud559\uc801 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud55c \uc18c\ube44\uc790 \uc2b9\uc778 \uc9c0\uc5f0: \uadf8\ub798\ud540\uc758 \ub3c5\uc131\ud559\uc801 \ubd88\ud655\uc2e4\uc131\uc740 \ubd81\ubbf8 \ubc0f EU \uaddc\uc81c \ub2f9\uad6d\uc758 \uc18c\ube44\uc790 \uc81c\ud488 \uc2b9\uc778\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p> 4.1. \uc7ac\ub8cc \uc720\ud615\ubcc4<\/p>\n<p>*   \uadf8\ub798\ud540 \ud544\ub984: 2024\ub144 \uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 38.21%\ub97c \ucc28\uc9c0\ud558\uba70, \ud130\uce58 \ud328\ub110 \ubc0f OLED \ub514\uc2a4\ud50c\ub808\uc774\uc758 \ud22c\uba85 \uc804\ub3c4\uccb4\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc131\uc219\ud55c CVD \uacf5\uae09\ub9dd\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. 300 \u03a9\/\u25a1 \ubbf8\ub9cc\uc758 \uba74 \uc800\ud56d\uacfc 90% \uc774\uc0c1\uc758 \ud22c\uacfc\uc728\uc744 \uc81c\uacf5\ud558\uc5ec \uc778\ub4d0 \uc8fc\uc11d \uc0b0\ud654\ubb3c(ITO)\uc758 \ucde8\uc57d\uc131 \uc5c6\uc774 OEM \uc0ac\uc591\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<br \/>\n*   \uadf8\ub798\ud540 \uc0b0\ud654\ubb3c: 2030\ub144\uae4c\uc9c0 35.53%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc6a9\uc561 \uacf5\uc815\uc131\uc774 \ub6f0\uc5b4\ub098 \uc789\ud06c\uc82f \uc778\uc1c4 \uc548\ud14c\ub098, EMI \ucf54\ud305, \uace0\uc9c4\uacf5 \uc7a5\ube44\uac00 \ud544\uc694 \uc5c6\ub294 \ud3f4\ub9ac\uba38 \ubcf5\ud569\uc7ac\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0: \uc18c\uc218\uce35 \ubc0f \ub2e8\uc77c\uce35 \uc2dc\ud2b8\ub294 \uc591\uc790 \uac10\uc9c0 \ubc0f \uace0\uc8fc\ud30c \ud2b8\ub79c\uc9c0\uc2a4\ud130\uc5d0 \uc0ac\uc6a9\ub418\uba70, \ub098\ub178\ud50c\ub808\uc774\ud2b8\ub9bf\uc740 \uc790\ub3d9\ucc28 \ud50c\ub77c\uc2a4\ud2f1\uacfc \uac19\uc740 \ubc8c\ud06c \ubcf5\ud569\uc7ac \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. \ud3fc \ubc0f \uc5d0\uc5b4\ub85c\uc824\uc740 \ubc30\ud130\ub9ac \ubd84\ub9ac\ub9c9 \ubc0f \uc0c1\ubcc0\ud654 \ubc29\uc5f4\ud310\uc73c\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 4.2. \uc7a5\uce58 \uc720\ud615\ubcc4<\/p>\n<p>*   \ubc30\ud130\ub9ac \ubc0f \uc6b8\ud2b8\ub77c\ucee4\ud328\uc2dc\ud130: 2024\ub144 \uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 34.58%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub798\ud540\uc758 \ub192\uc740 \ud45c\uba74\uc801\uc744 \ud65c\uc6a9\ud558\uc5ec \uc774\uc628 \ud761\ucc29\uc744 \ucd09\uc9c4\ud558\uace0 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uc5f0\uc7a5\ud569\ub2c8\ub2e4. \uc54c\ub8e8\ubbf8\ub284 \uc774\uc628 \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 1,000 mAh \uc6a9\ub7c9\uc744 \ub2ec\uc131\ud558\uc5ec \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc640\uc758 \uaca9\ucc28\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc13c\uc11c: 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 35.61%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub2e8\uc77c\uce35 \uc2dc\ud2b8\ub294 ppm \uc218\uc900\uc758 \uac00\uc2a4 \uac10\uc9c0 \ubc0f \uc2e0\uacbd \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc704\ud55c \uc0dd\uccb4 \uc804\uc704 \ud68d\ub4dd\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc0f \uc9d1\uc801\ud68c\ub85c: \uc811\ucd09 \uc800\ud56d \ubc0f \ubc34\ub4dc\uac2d \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubb38\uc81c\ub85c \uc778\ud574 RF \ubbf9\uc11c \ubc0f \uad11\uac80\ucd9c\uae30\ub85c\uc758 \ucc44\ud0dd\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\uc5f0 \ud22c\uba85 \ub514\uc2a4\ud50c\ub808\uc774: \uc2a4\ub9c8\ud2b8\ud3f0 OEM\uc774 2mm \ubc18\uacbd\uc5d0\uc11c 100,000\ubc88\uc758 \uad7d\ud798\uc744 \uacac\ub514\ub294 \uadf8\ub798\ud540 \uc804\uadf9\uc744 \uc0ac\uc6a9\ud558\ub294 \ub864\ub7ec\ube14 \uc2a4\ud06c\ub9b0\uc744 \uc2dc\ubc94 \uc6b4\uc601\ud558\uba74\uc11c \uafb8\uc900\ud55c \uc218\uc694\ub97c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uba54\ubaa8\ub9ac \uc7a5\uce58: PoX \ud50c\ub798\uc2dc\uc640 \uac19\uc740 \uba54\ubaa8\ub9ac \uc7a5\uce58\ub294 NAND\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \ub6f0\uc5b4\ub118\uc9c0\ub9cc, \ud339 \uad6c\ucd95\uc774 \uc5ec\uc804\ud788 \ubcfc\ub968\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<br \/>\n*   \ud0dc\uc591\uad11 \ubc1c\uc804: \uadf8\ub798\ud540 \uc804\uadf9\uc774 \ud718\ubc1c\uc131 \uc740\uc744 \ub300\uccb4\ud558\uc5ec \uacf5\uae09\ub9dd \uc555\ub825\uc744 \uc644\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 4.3. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4<\/p>\n<p>*   \uc18c\ube44\uc790 \uac00\uc804: 2024\ub144 29.43%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \uc8fc\ub85c \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ud0dc\ube14\ub9bf\uc5d0\uc11c \ub354 \ub192\uc740 \ubc30\ud130\ub9ac \uc911\ub7c9 \uc5d0\ub108\uc9c0\uc640 \uac1c\uc120\ub41c \uc5f4 \uacbd\ub85c\ub97c \ucd94\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc5b4\ub7ec\ube14 \uc804\uc790 \uae30\uae30: 35.95%\uc758 CAGR\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70, \uadf8\ub798\ud540\uc758 \uc720\uc5f0\uc131\uacfc \ud53c\ubd80 \uce5c\ud654\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \uc9c0\uc18d\uc801\uc778 \uac74\uac15 \ucd94\uc801 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubc0f \uc804\ub825 \uc804\uc790: EV \uc81c\uc870\uc5c5\uccb4\uac00 \uadf8\ub798\ud540 \ucf54\ud305 \ubc84\uc2a4\ubc14 \ubc0f \uc5f4 \ud328\ub4dc\ub97c \ucc44\ud0dd\ud558\uba74\uc11c \uc608\uc0b0\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \uc804\uc790 \uae30\uae30: \ubc29\uc5f4 \ud3fc \ubc0f \ud68c\uc0dd \uc81c\ub3d9 \uc2dc\uc2a4\ud15c\uc6a9 \uace0\uc18d \uc288\ud37c\ucee4\ud328\uc2dc\ud130\ub97c \ud1b5\ud569\ud558\uc5ec \ucc28\ub7c9 \uacbd\ub7c9\ud654 \ubaa9\ud45c\uc5d0 \ubd80\ud569\ud569\ub2c8\ub2e4.<br \/>\n*   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704: EMI \ucc28\ud3d0 \ubcf5\ud569\uc7ac \ubc0f \ubc29\uc0ac\uc120 \uacbd\ud654 \uc13c\uc11c\ub97c \ucd94\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc758\ub8cc \uae30\uae30: \uc2e0\uacbd \uc784\ud50c\ub780\ud2b8\uac00 2025\ub144 \uc778\uccb4 \ub0b4 \uccab \ud3c9\uac00\uc5d0 \uc9c4\uc785\ud558\ub294 \ub4f1 \uc784\uc0c1 \uc2dc\ud5d8\uc5d0\uc11c \uc0c1\uc6a9\ud654\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0b0\uc5c5\uc6a9 IoT: \uadf8\ub798\ud540 \uac00\uc2a4 \uc13c\uc11c\ub97c \ud65c\uc6a9\ud558\uc5ec \uba54\ud0c4 \ubc0f \uc554\ubaa8\ub2c8\uc544\ub97c \uac10\uc9c0\ud558\uace0 \uc790\uc0b0 \uac00\ub3d9 \uc911\ub2e8\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p> 4.4. \uc81c\uc870 \uae30\uc220\ubcc4<\/p>\n<p>*   \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29(CVD): 2024\ub144 46.51%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, CVD \uae30\ubc18 \uc81c\ud488\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2030\ub144\uae4c\uc9c0 35.77%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubb34\uc0b0\uc18c \ucc54\ubc84\ub294 200mm \uc6e8\uc774\ud37c\uc5d0\uc11c 90% \uc774\uc0c1\uc758 \ub2e8\uc77c\uce35 \uc218\uc728\uc744 \ub2ec\uc131\ud558\uc5ec \uc7a5\uce58 \ub4f1\uae09\uc758 \uade0\uc77c\uc131\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc561\uc0c1 \ubc15\ub9ac(LPE): \uc804\ub3c4\uc131 \uc789\ud06c \ubc0f \ucf54\ud305\uc5d0 \uc120\ud638\ub418\uba70, \ub192\uc740 \uc790\ubcf8 \ube44\uc6a9 \uc5c6\uc774 \ud0ac\ub85c\uadf8\ub7a8 \uaddc\ubaa8\uc758 \ucc98\ub9ac\ub7c9\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ud53c\ud0dd\uc15c \uc131\uc7a5: \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc0c1\uc758 \uc5d0\ud53c\ud0dd\uc15c \uc131\uc7a5\uc740 \ucd08\uace0 \uc774\ub3d9\uc131 \ubc0f \ubc29\uc0ac\uc120 \uacbd\ud654\uc131\uc744 \uc911\uc2dc\ud558\ub294 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uc591\uc790 \ucef4\ud4e8\ud305 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<br \/>\n*   \uadf8\ub798\ud540 \uc0b0\ud654\ubb3c \ud658\uc6d0: \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc804\ub3c4\uc131 \ud398\uc778\ud2b8\uc5d0 \ub9e4\ub825\uc801\uc774\uc9c0\ub9cc, \uc804\ub3c4\uc131\uc740 \uc21c\uc218 \uc2dc\ud2b8\ubcf4\ub2e4 \ud55c \uc790\ub9bf\uc218 \ub0ae\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uacc4\uc801 \ubc0f \uc804\uae30\ud654\ud559\uc801 \ubc15\ub9ac: \ubc14\uc774\uc624\uc13c\uc2f1\uc744 \uc704\ud55c \uacb0\ud568 \uc5c6\ub294 \ud50c\ub808\uc774\ud06c\ub97c \uacf5\uae09\ud558\uba70 \uc5f0\uad6c \ubc0f \ud2b9\uc218 \uc2dc\uc7a5\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4.<br \/>\n*   \uc801\uce35 \uc81c\uc870: \ubcf5\ud569 \ud544\ub77c\uba58\ud2b8\uac00 45 W m\u207b\u00b9 K\uc758 \uc5f4\uc804\ub3c4\uc728\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \ub9de\ucda4\ud615 \ubc29\uc5f4\ud310 \ud615\uc0c1\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 41.98%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uae30\ub85d\ud558\uba70, \uc7ac\ub8cc \uacf5\uae09, \uc7a5\uce58 \uc870\ub9bd \ubc0f \uac70\ub300\ud55c \uc18c\ube44\uc790 \uae30\ubc18\uc744 \uacb0\ud569\ud558\uc5ec \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \uad6d\ub0b4 \ud751\uc5f0\uc744 \uace0\uc21c\ub3c4 \uadf8\ub798\ud540\uc73c\ub85c \uc804\ud658\ud558\ub294 \ub370 \uad6d\uac00 \uc778\uc13c\ud2f0\ube0c\ub97c \uc81c\uacf5\ud558\uba70 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc740 \uc815\ubd80 \uc9c0\uc6d0 \ub514\uc2a4\ud50c\ub808\uc774 \ucee8\uc18c\uc2dc\uc5c4\uc744 \ud1b5\ud574 \ud22c\uba85 \uc804\uadf9 \ubd84\uc57c\uc758 \ub9ac\ub354\uc2ed\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubcf8\uc740 \uadf9\ud55c \uc628\ub3c4 \uc804\ub825 \uc7a5\uce58\uc6a9 \ub2e4\uc774\uc544\ubaac\ub4dc-\uadf8\ub798\ud540 \uc774\uc885 \uad6c\uc870\uc5d0 \uc804\ubb38\uc131\uc744 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 2030\ub144\uae4c\uc9c0 35.89%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uad6d\ubc29, 6G \ubc0f \uc9c0\uc18d \uac00\ub2a5\ud55c \uc5f0\ub8cc \uc751\uc6a9 \ubd84\uc57c\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. DARPA \ud504\ub85c\uc81d\ud2b8\ub294 \uadf8\ub798\ud540 \uae30\ubc18 THz \ubbf9\uc11c \ubc0f \ucd08\uad11\ub300\uc5ed \uc548\ud14c\ub098\uc758 \ucd08\uae30 \uc575\ucee4 \uace0\uac1d\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\ub4dc\uc758 \ub2e4\uc911 \ubd80\ud488 \ucc28\ub7c9 \ucd9c\uc2dc\ub294 \uc790\ub3d9\ucc28 \ubcfc\ub968\uc744 \uc785\uc99d\ud558\uba70, \ubbf8\uad6d \ubc30\ud130\ub9ac \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc740 \uadf8\ub798\ud540 \ud638\uc2a4\ud2b8\ub97c \ud1b5\ud569\ud55c \ub9ac\ud2ac-\ud669 \ud329\uc744 \uc0dd\uc0b0\ud558\uae30 \uc704\ud574 \uae30\uc874 \ub9ac\ud2ac-\uae08\uc18d \ub77c\uc778\uc744 \uac1c\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc5f0\uad6c \uae4a\uc774\uc640 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\ub97c \ud65c\uc6a9\ud558\uc5ec \uace0\ubd80\uac00\uac00\uce58 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc740 EU \uce69\uc2a4\ubc95(EU Chips Act)\uc5d0 \ub530\ub77c \uc790\uae08\uc744 \uc9c0\uc6d0\ubc1b\ub294 \uc138\uacc4 \ucd5c\ucd08\uc758 \uadf8\ub798\ud540 \ud3ec\ud1a0\ub2c9\uc2a4 \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Graphene Flagship\uc758 2D-Pilot Line\uc740 \uce21\uc815 \ud45c\uc900 \ubc0f \uc6e8\uc774\ud37c \uc218\uc900 \ud14c\uc2a4\ud2b8\ub97c \uc870\uc728\ud558\uc5ec \uc9c0\uc5ed \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud488\uc9c8 \uba85\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ud604\uc7ac \ub9e4\ucd9c\uc740 \ub4a4\ucc98\uc9c0\uc9c0\ub9cc \uc790\uc6d0 \uae30\ubc18 \uc804\ub7b5\uc744 \ud1b5\ud574 \ubaa8\uba58\ud140\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. ADNOC Gas\uc758 \uba54\ud0c4-\uadf8\ub798\ud540 LOOP \ud50c\ub79c\ud2b8\ub294 \ud0c4\ud654\uc218\uc18c \uacbd\uc81c\uac00 \uc800\ud0c4\uc18c \uc7ac\ub8cc\ub85c \uc804\ud658\ud558\ub294 \ubc29\uc2dd\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uadf8\ub798\ud540\uacfc \uccad\uc815 \uc218\uc18c\ub97c \ub3d9\uc2dc\uc5d0 \uc0dd\uc0b0\ud569\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc740 \ubc30\ud130\ub9ac \uc591\uadf9\uc73c\ub85c\uc758 \uc218\uc9c1 \ud1b5\ud569\uc744 \ubaa9\ud45c\ub85c \uad11\ubb3c \ud22c\uc790\ub97c \uc9c4\ud589\ud558\uace0 \uc788\uc73c\uba70, \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d\uc740 \uadf8\ub9ac\ub4dc \uc800\uc7a5\uc6a9 \ubc14\ub098\ub4d0-\uadf8\ub798\ud540 \ud558\uc774\ube0c\ub9ac\ub4dc \ud750\ub984 \ubc30\ud130\ub9ac\ub97c \ud0d0\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<\/p>\n<p>250\uac1c \uc774\uc0c1\uc758 \uae30\uc5c5\uc774 \uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1\ud558\uace0 \uc788\uc73c\uba70, \ub2e8\uc77c \uae30\uc5c5\uc774 5% \uc774\uc0c1\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \ucd08\uacfc\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc0c1\ub958 \uc7ac\ub8cc \uae30\uc5c5, \uc911\ub958 \ubcf5\ud569\uc7ac \uae30\uc5c5, \ud558\ub958 \uc7a5\uce58 \ud1b5\ud569 \uae30\uc5c5\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4. NanoXplore\uc758 \ub300\ud615 \ucc28\ub7c9 OEM\uacfc\uc758 10\ub144 \uacf5\uae09 \uacc4\uc57d\uc740 \uc120\ubc1c \uc8fc\uc790\uc5d0\uac8c \uc81c\uacf5\ub418\ub294 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. CAP-XX\uc640 Ionic Industries\uc758 \ud569\uc791 \ud22c\uc790\ub294 IP \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uacb0\ud569\ud558\uc5ec \uc288\ud37c\ucee4\ud328\uc2dc\ud130 \uc0c1\uc6a9\ud654\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \ucd08\uc810\uc740 \ub3c5\uc810\uc801\uc778 \uc81c\ud615\uacfc \ud134\ud0a4 \uc11c\ube0c\uc2dc\uc2a4\ud15c \uc81c\uacf5\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud544\ub984 \uacf5\uae09\uc5c5\uccb4\ub294 \ub354 \ub192\uc740 \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ud328\ud130\ub2dd \ubc0f \ucea1\uc290\ud654\ub97c \ud1b5\ud569\ud558\uace0 \uc788\uc73c\uba70, \uc0b0\ud654\ubb3c \uc789\ud06c \uacf5\uae09\uc5c5\uccb4\ub294 \ud504\ub9b0\ud130 \ubc0f \uc18c\uacb0 \ubaa8\ub4c8\uc744 \ubc88\ub4e4\ub85c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud2b9\ud5c8 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 150,000\uac74\uc758 \ud65c\uc131 \ud2b9\ud5c8 \ucd9c\uc6d0\uc774 \uae30\ub85d\ub418\uc5c8\uc73c\uba70, \uc18c\ube44\uc790 \uac00\uc804 \ube0c\ub79c\ub4dc\uc758 \ucd9c\uc6d0\uc740 2023\ub144\uc5d0\uc11c 2025\ub144 \uc0ac\uc774\uc5d0 \ub450 \ubc30\ub85c \uc99d\uac00\ud558\uc5ec \ud558\ub958 \uc2dc\uc7a5\uc758 \uc218\uc694\ub97c \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \ud488\uc9c8 \uc778\uc99d \ubc0f \uacf5\uae09 \ubcf4\uc99d\uc740 OEM\uc774 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud558\uae30 \uc704\ud574 \ub2e4\uc911 \uc18c\uc2f1\uc744 \uc2dc\ud589\ud568\uc5d0 \ub530\ub77c \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 M&#038;A \ud65c\ub3d9\uc774 \ub354\uc6b1 \ud65c\ubc1c\ud574\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Tier-1 \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc740 \uc7ac\ub8cc \uacf5\uae09 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud574 \uc911\uacac CVD \uc2dc\uc124 \uc778\uc218\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\uc73c\uba70, \ud654\ud559 \ub300\uae30\uc5c5\ub4e4\uc740 \ud2b9\uc218 \ucf54\ud305 \ub77c\uc778\uc5d0 \ud1b5\ud569\ud558\uae30 \uc704\ud574 \uc0b0\ud654\ubb3c \ubd84\uc0b0 \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \ubb3c\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 6G, EV \ubc0f \uc591\uc790 \ucef4\ud4e8\ud305 \ud504\ub85c\uc81d\ud2b8\ub97c \uc911\uc2ec\uc73c\ub85c \ud55c \ud611\ub825 \ucee8\uc18c\uc2dc\uc5c4\uc740 \uc804\ud1b5\uc801\uc778 \uc0b0\uc5c5 \uacbd\uacc4\ub97c \ub354\uc6b1 \ubaa8\ud638\ud558\uac8c \ud558\uc5ec \uc7ac\ub8cc \uacfc\ud559, \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \uc2dc\uc2a4\ud15c \uc124\uacc4\ub97c \uc735\ud569\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc0dd\ud0dc\uacc4\ub97c \uc870\uc131\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5: Graphenea S.A., NanoXplore Inc., Haydale Graphene Industries plc, First Graphene Limited, Directa Plus S.p.A. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: \ub378\ud504\ud2b8 \uacf5\uacfc\ub300\ud559\uad50(TU Delft) \uc5f0\uad6c\uc6d0\ub4e4\uc740 \uc790\uae30\uc7a5 \uc5c6\uc774 \uadf8\ub798\ud540\uc5d0\uc11c \uc591\uc790 \uc2a4\ud540 \uc804\ub958\ub97c \uc2dc\uc5f0\ud558\uc5ec \uc2a4\ud540\ud2b8\ub85c\ub2c9 \uc628\uce69 \uba54\ubaa8\ub9ac\uc758 \uae38\uc744 \uc5f4\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: \ud478\ub2e8 \ub300\ud559\uad50(Fudan University)\ub294 \uae30\uc874 \ud50c\ub798\uc2dc\ubcf4\ub2e4 10,000\ubc30 \ube60\ub978 400ps\uc758 \uc4f0\uae30 \uc18d\ub3c4\ub97c \uac00\uc9c4 PoX \uba54\ubaa8\ub9ac\ub97c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \uc0c8\ub85c\uc6b4 \uadf8\ub798\ud540 \uc804\uadf9\uc774 \ud0dc\uc591\uad11 \ub77c\uc778\uc5d0\uc11c \uc740\uc744 \ub300\uccb4\ud558\uc5ec \ud6a8\uc728\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uac83\uc744 \uc81c\uc548\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: Black Semiconductor\ub294 AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uadf8\ub798\ud540-\uad11\ud559 \uce69\uc744 \uc2dc\ubc94 \uc6b4\uc601\ud558\uae30 \uc704\ud574 \uc544\ud5e8\uc5d0 FabONE\uc744 \uac1c\uc124\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uc694\uc57d, \uc2dc\uc7a5 \ud658\uacbd, \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \uad6c\ub3c4, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \ub4f1\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5\uc740 2025\ub144 11\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 50\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uae09\uaca9\ud788 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 35.50%\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ub300\uba74\uc801 \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29(CVD) \uadf8\ub798\ud540 \ud544\ub984 \uc0dd\uc0b0\uc758 \ud601\uc2e0, \uc18c\ube44\uc790 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c\uc758 \uadf8\ub798\ud540 \uc288\ud37c\ucee4\ud328\uc2dc\ud130\uc758 \ube60\ub978 \ucc44\ud0dd, 2025\ub144 \uc774\ud6c4 6G \ud14c\ub77c\ud5e4\ub974\uce20 \uc7a5\uce58 R&#038;D \uc790\uae08 \uc9c0\uc6d0 \uae09\uc99d, \uc790\ub3d9\ucc28 OEM\uc758 \uadf8\ub798\ud540 \ubc29\uc5f4 \uc804\uc790\uc7a5\uce58\ub85c\uc758 \uc804\ud658, AI \uac00\uc18d\uae30\ub97c \uc704\ud55c \uadf8\ub798\ud540 \ud3ec\ud1a0\ub2c9\uc2a4 \uc0c1\uc6a9\ud654, \uadf8\ub9ac\uace0 EU \uce69\uc2a4\ubc95 \ubc0f \ubbf8\uad6d CHIPS\ubc95\uacfc \uac19\uc740 \uc815\ubd80 \uc8fc\ub3c4 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8\uc5d0\uc11c \uadf8\ub798\ud540\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uc815\ucc45 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc804\uc790 \ub4f1\uae09 \uadf8\ub798\ud540\uc5d0 \ub300\ud55c \ud1b5\uc77c\ub41c \ud488\uc9c8 \ud45c\uc900 \ubd80\uc7ac, 300mm \uadf8\ub798\ud540 \uc628 \uc2e4\ub9ac\ucf58 \ud339 \uad6c\ucd95\uc744 \uc704\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c, \uace0\uc21c\ub3c4 \ud751\uc5f0 \uc6d0\ub8cc\uc758 \uacf5\uae09\ub9dd \ubd88\uc548\uc815\uc131, \uadf8\ub9ac\uace0 \ub3c5\uc131\ud559\uc801 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud55c \uc18c\ube44\uc790\uc6a9 \uc81c\ud488 \uc2b9\uc778 \uc9c0\uc5f0 \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ubc18\ub3c4\uccb4 \ubd84\uc57c\uc5d0\uc11c \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uac00\ub85c\ub9c9\ub294 \uc8fc\uc694 \uc7a5\ubcbd\uc740 \uc804\uc790 \ub4f1\uae09 \uadf8\ub798\ud540\uc758 \uc870\ud654\ub41c \ud488\uc9c8 \ud45c\uc900 \ubd80\uc871\uc73c\ub85c, \uc774\ub294 \uace0\ube44\uc6a9\uc758 \ub85c\ud2b8(lot) \uac80\uc99d\uc744 \uac15\uc81c\ud558\uace0 \ud655\uc7a5\uc744 \ub2a6\ucd94\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc218\uc9c1 \ud1b5\ud569\ub41c \uacf5\uae09\ub9dd\uacfc \uac15\ub825\ud55c \uc815\ucc45 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 41.98%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub85c \uc0c1\uc5c5 \uc0dd\uc0b0\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uce58 \uc720\ud615\ubcc4\ub85c\ub294 \ubc30\ud130\ub9ac \ubc0f \uc6b8\ud2b8\ub77c\ucee4\ud328\uc2dc\ud130\uac00 2024\ub144 \ub9e4\ucd9c\uc758 34.58%\ub97c \ucc28\uc9c0\ud558\uba70 \ud604\uc7ac \uac00\uc7a5 \ub9ce\uc740 \uadf8\ub798\ud540\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc6e8\uc5b4\ub7ec\ube14 \uc804\uc790\ub294 \uc720\uc5f0\ud558\uace0 \ud53c\ubd80\uc5d0 \uc548\uc804\ud55c \uadf8\ub798\ud540 \uc804\uadf9\uc774 \uc548\uc815\uc801\uc778 \uac10\uc9c0 \ubc0f \uc804\ub825 \uc800\uc7a5\uc744 \uc81c\uacf5\ud558\uba70 2030\ub144\uae4c\uc9c0 35.95%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \ud575\uc2ec \uc131\uc7a5 \ubd80\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd\uc740 \ub9e4\uc6b0 \ubd84\uc0b0\ub418\uc5b4 \uc788\uc73c\uba70, \uc5b4\ub5a4 \uae30\uc5c5\ub3c4 5% \uc774\uc0c1\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc9c0 \uc54a\uc544 \uad6c\ub9e4\uc790\uc5d0\uac8c \ub2e4\uc591\ud55c \uc18c\uc2f1 \uc635\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Graphenea S.A., NanoXplore Inc., Haydale Graphene Industries plc \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uadf8\ub798\ud540 \ud544\ub984, \uadf8\ub798\ud540 \uc0b0\ud654\ubb3c, \uadf8\ub798\ud540 \ub098\ub178 \ud50c\ub808\uc774\ud2b8\ub81b \ub4f1 \ub2e4\uc591\ud55c \uc7ac\ub8cc \uc720\ud615\uacfc \ud2b8\ub79c\uc9c0\uc2a4\ud130, \uc13c\uc11c, \ubc30\ud130\ub9ac \ubc0f \uc6b8\ud2b8\ub77c\ucee4\ud328\uc2dc\ud130, \uc720\uc5f0 \ubc0f \ud22c\uba85 \ub514\uc2a4\ud50c\ub808\uc774 \ub4f1 \uc7a5\uce58 \uc720\ud615\ubcc4 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub610\ud55c \uc18c\ube44\uc790 \uc804\uc790\uc81c\ud488, \uc6e8\uc5b4\ub7ec\ube14, \uc5d0\ub108\uc9c0 \uc800\uc7a5, \uc790\ub3d9\ucc28, \ud56d\uacf5\uc6b0\uc8fc, \ud5ec\uc2a4\ucf00\uc5b4 \ub4f1 \ub2e4\uc591\ud55c \uc751\uc6a9 \ubd84\uc57c\uc640 \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29(CVD), \uc561\uc0c1 \ubc15\ub9ac \ub4f1 \uc81c\uc870 \uae30\uc220\ubcc4 \uc2dc\uc7a5\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. \uc9c0\ub9ac\uc801\uc73c\ub85c\ub294 \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc804 \uc138\uacc4 \uc8fc\uc694 \uc9c0\uc5ed\uc744 \ud3ec\uad04\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc804\ubc18\uc801\uc73c\ub85c \uadf8\ub798\ud540 \uc804\uc790 \uc2dc\uc7a5\uc740 \uae30\uc220 \ud601\uc2e0\uacfc \ub2e4\uc591\ud55c \uc751\uc6a9 \ubd84\uc57c\uc758 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 \ub192\uc740 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uc9c0\ub2c8\uace0 \uc788\uc73c\ub098, \ud45c\uc900\ud654 \ubc0f \uc778\ud504\ub77c \uad6c\ucd95 \uacfc\uc81c\ub97c \ud574\uacb0\ud558\ub294 \uac83\uc774 \uc911\uc694\ud560 \uac83\uc785\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-28988","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\/28988"}],"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=28988"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/28988\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=28988"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=28988"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=28988"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}