{"id":29850,"date":"2026-02-08T02:17:05","date_gmt":"2026-02-08T02:17:05","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/ic-socket-market-mordor\/"},"modified":"2026-09-18T13:41:51","modified_gmt":"2026-09-18T04:41:51","slug":"ic-socket-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/ic-socket-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 IC \uc18c\ucf13 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ic-socket-market-1756815072953-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\/ic-socket-market-size-image-1767809169483.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 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ud0dc\ube14\ub9bf \uc0dd\uc0b0 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 5G \ub124\ud2b8\uc6cc\ud06c \ucd9c\uc2dc\ub85c RF \uc7a5\uce58 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc790\ub3d9\ucc28 \uad6c\uc5ed \uc544\ud0a4\ud14d\ucc98 ECU \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.4 AI \uac00\uc18d\uae30\uc758 \uace0\ud540 \uc218 ASIC<\/li>\n<li class=\"toc-level-3\">4.2.5 \uce69\ub81b \uae30\ubc18 \ud328\ud0a4\uc9d5\uc758 \ube60\ub978 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 OSAT &#8220;\uc591\ud488 \ub2e4\uc774&#8221; \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \uc778\ub77c\uc778 \ud14c\uc2a4\ud2b8 \uc18c\ucf13<\/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 \ud234\ub9c1 \ubc0f \ud504\ub85c\ube0c \uce74\ub4dc \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uace0\uae09 \ub178\ub4dc\ub85c \uc778\ud55c \uc18c\ucf13 \uc218\uba85 \ub2e8\ucd95<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc138\ub77c\ubbf9 \uae30\ud310 \ubd80\uc871\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ub178\ucd9c<\/li>\n<li class=\"toc-level-3\">4.3.4 \ubca0\ub9b4\ub968-\uad6c\ub9ac \ud569\uae08\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4 \uc81c\ud488\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 \uac00\uaca9 \ubd84\uc11d<\/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 \uc18c\ucf13 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud14c\uc2a4\ud2b8 \ubc0f \ubc88\uc778<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \/ \uc2a4\ub8e8\ud640 (DIP, SIP)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uace0\ubc00\ub3c4 (PGA\/LGA)<\/li>\n<li class=\"toc-level-3\">5.1.4 \ubbf8\uc138 \ud53c\uce58 BGA \/ CSP \/ WLCSP<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 IC \ud328\ud0a4\uc9c0 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 DIP<\/li>\n<li class=\"toc-level-3\">5.2.2 QFP \/ SOP<\/li>\n<li class=\"toc-level-3\">5.2.3 BGA \/ \u03bcBGA<\/li>\n<li class=\"toc-level-3\">5.2.4 LGA \/ PGA \/ CGA<\/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 CPU \ubc0f \ud504\ub85c\uc138\uc11c<\/li>\n<li class=\"toc-level-3\">5.3.2 \uba54\ubaa8\ub9ac \ubaa8\ub4c8 (DRAM, NAND)<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc13c\uc11c \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.3.4 RF \ubc0f \uc544\ub0a0\ub85c\uadf8 \ubd80\ud488<\/li>\n<li class=\"toc-level-3\">5.3.5 \uad11\uc804\uc790 \/ \ud3ec\ud1a0\ub2c9 IC<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \ubc0f \uc790\ub3d9\ud654<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.6 \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc \uae30\uae30<\/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-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-3\">5.5.6 \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, \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 TE Connectivity PLC<\/li>\n<li class=\"toc-level-3\">6.4.2 Smiths Interconnect Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Yamaichi Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Enplas Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 ISC Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Sensata Technologies Holding plc<\/li>\n<li class=\"toc-level-3\">6.4.7 Ironwood Electronics, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Plastronics Socket Company, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 INNO Global Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 3M Company<\/li>\n<li class=\"toc-level-3\">6.4.11 Amphenol Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 Molex LLC (Koch Industries)<\/li>\n<li class=\"toc-level-3\">6.4.13 Foxconn Interconnect Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Samtec Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Loranger International Corp.<\/li>\n<li class=\"toc-level-3\">6.4.16 Aries Electronics Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Mill-Max Manufacturing Corp.<\/li>\n<li class=\"toc-level-3\">6.4.18 WinWay Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Cohu, 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>IC \uc18c\ucf13 \uc2dc\uc7a5 \ubcf4\uace0\uc11c: \uc0b0\uc5c5 \ubd84\uc11d, \uaddc\ubaa8 \ubc0f \uc804\ub9dd \uac1c\uc694<\/p>\n<p>Mordor Intelligence\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, IC \uc18c\ucf13 \uc2dc\uc7a5\uc740 2026\ub144 11\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 15\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.80%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 11\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc774\uc885 \ud1b5\ud569, \uce69\ub81b \uae30\ubc18 \uc124\uacc4, \ubbf8\uc138 \ud53c\uce58 \uc694\uad6c\uc0ac\ud56d \ub4f1 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc73c\ub85c\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc804\ud658\uc5d0 \ud06c\uac8c \uae30\uc778\ud569\ub2c8\ub2e4. \ubbf8\uc138 \ud53c\uce58 \uc18c\ucf13 \ud601\uc2e0, \uace0\ud540 \uc218 ASIC, 5G \uc778\ud504\ub77c, \uc790\ub3d9\ucc28 \uc874 \uc544\ud0a4\ud14d\ucc98, AI \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00\uac00 \uc2dc\uc7a5 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc2e0\ub8b0\uc131, \uc5f4 \uc81c\uc5b4, \uc720\uc9c0\ubcf4\uc218 \uc6a9\uc774\uc131\uc744 \uade0\ud615 \uc788\uac8c \uc81c\uacf5\ud558\uae30 \uc704\ud574 \ucca8\ub2e8 \uc18c\uc7ac\uc640 \ubaa8\ub4c8\ud615 \uc124\uacc4\ub97c \uacb0\ud569\ud558\uace0 \uc788\uc73c\uba70, \uacf5\uae09\ub9dd \ubcf5\uc6d0\ub825\uc774 \ud575\uc2ec \uad6c\ub9e4 \uae30\uc900\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>IC \uc18c\ucf13 \uc2dc\uc7a5\uc740 \uc18c\ucf13 \uc720\ud615, IC \ud328\ud0a4\uc9c0 \uc720\ud615, \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc18c\ucf13 \uc720\ud615\ubcc4 \ubd84\uc11d:<br \/>\n*   \ud14c\uc2a4\ud2b8 \ubc0f \ubc88\uc778(Burn-In) \uc18c\ucf13: 2025\ub144 IC \uc18c\ucf13 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 33.40%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5c5\uacc4\uc758 \ud488\uc9c8 \ubcf4\uc99d \ucd08\uc810\uc744 \ubc18\uc601\ud558\uc5ec \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uc138 \ud53c\uce58 BGA\/CSP\/WLCSP \uc18c\ucf13: 2031\ub144\uae4c\uc9c0 7.1%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ub514\ubc14\uc774\uc2a4 \uc18c\ud615\ud654 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub978 \uac83\uc785\ub2c8\ub2e4. \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 0.35mm \uc774\ud558\uc758 \ubbf8\uc138 \ud53c\uce58 \uae30\ub2a5\uacfc \ub0b4\uad6c\uc131 \uc788\ub294 \uc811\uc810\uc5d0 \ud22c\uc790\ud558\uc5ec \ucca8\ub2e8 \ub178\ub4dc\uc5d0\uc11c \ud5c8\uc6a9\ub418\ub294 \ud14c\uc2a4\ud2b8 \uc0ac\uc774\ud074 \uac10\uc18c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc720\ud6a8 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc608\uce21 \uc720\uc9c0\ubcf4\uc218 \ubc0f \ubaa8\ub4c8\ud615 \uc778\uc11c\ud2b8\ub294 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 \uc81c\uc5b4\ud558\uace0 \uc9c4\ud654\ud558\ub294 \ud14c\uc2a4\ud2b8 \ud578\ub4e4\ub7ec \uc0dd\ud0dc\uacc4\uc640\uc758 \ud638\ud658\uc131\uc744 \uc9c0\uc6d0\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>2. IC \ud328\ud0a4\uc9c0 \uc720\ud615\ubcc4 \ubd84\uc11d:<br \/>\n*   BGA\/\u03bcBGA \ud328\ud0a4\uc9c0: 2025\ub144 IC \uc18c\ucf13 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 40.40%\ub97c \uc810\uc720\ud558\uba70 \uc5f4 \ud6a8\uc728\uc131\uacfc \uc0c1\ud638 \uc5f0\uacb0 \ubc00\ub3c4 \ub355\ubd84\uc5d0 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   LGA\/PGA\/CGA \uad6c\uc131: \uc11c\ubc84 \ubc0f \uc790\ub3d9\ucc28 \uc124\uacc4\uc5d0\uc11c \ud604\uc7a5 \uad50\uccb4 \uac00\ub2a5 \uc7a5\uce58(FRU)\uc758 \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uba74\uc11c 2031\ub144\uae4c\uc9c0 6.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc18c\ucf13\uc740 \uc774\uc81c \ud504\ub85c\uadf8\ub798\ubc0d \uac00\ub2a5\ud55c \ud540 \ub9e4\ud551\uacfc \uc801\uc751\ud615 \uc811\ucd09\ub825\uc744 \ud2b9\uc9d5\uc73c\ub85c \ud558\uc5ec \ub2e8\uc77c \ud578\ub4e4\ub7ec \ub0b4\uc5d0\uc11c \ub2e4\uc591\ud55c \ud328\ud0a4\uc9c0 \uc720\ud615\uc744 \uc218\uc6a9\ud558\uace0 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uacfc \ud234\ub9c1 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. RoHS \ubc0f REACH \uaddc\uc81c \uc900\uc218\ub294 \ubca0\ub9b4\ub968 \ud504\ub9ac \ud569\uae08\uc73c\ub85c\uc758 \uc7ac\ub8cc \uc120\ud0dd\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ubd84\uc11d:<br \/>\n*   CPU \ubc0f \ud504\ub85c\uc138\uc11c \ud14c\uc2a4\ud2b8: 2025\ub144 IC \uc18c\ucf13 \uc2dc\uc7a5\uc758 35.90%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   RF \ubc0f \uc544\ub0a0\ub85c\uadf8 \ubd80\ud488: 5G \ubc0f Wi-Fi 7 \ud655\uc0b0\uc5d0 \ud798\uc785\uc5b4 6.9%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc785\ub2c8\ub2e4.<br \/>\n*   \uba54\ubaa8\ub9ac \ubaa8\ub4c8: \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc73c\ub85c \uc778\ud55c DRAM \ubc00\ub3c4 \uc99d\uac00\uc5d0 \ub530\ub77c \uafb8\uc900\ud55c \ud655\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4: \uad11\ud559 IC\ub97c \uc704\ud55c \uc815\ub82c \uba54\ucee4\ub2c8\uc998\uc744 \ud1b5\ud569\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30-\uad11\ud559 \uc124\uacc4\ub97c \ucd09\uc9c4\ud558\uba70, \uc18c\ucf13\uc5d0 \uc0c8\ub85c\uc6b4 \uad11\ud559 \ucee4\ud50c\ub9c1 \ubc0f \uc5f4 \uad00\ub9ac \uc694\uad6c\uc0ac\ud56d\uc744 \ubd80\uacfc\ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 ADAS \ud504\ub85c\uadf8\ub7a8: \ud655\uc7a5\ub41c \uc628\ub3c4 \ubc0f \uc9c4\ub3d9 \ub0b4\uad6c\uc131\uc744 \uac16\ucd98 \uc18c\ucf13\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 \ubd84\uc11d:<br \/>\n*   \uac00\uc804\uc81c\ud488: 2025\ub144 \ub9e4\ucd9c\uc758 38.60%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ub514\ubc14\uc774\uc2a4 \uc131\uc219\uc5d0 \ub530\ub77c \uc131\uc7a5\uc138\ub294 \ub454\ud654\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \uc0b0\uc5c5: \uc804\uae30\ucc28 \ubc0f \uc790\uc728\uc8fc\ud589\ucc28\uc758 \ub300\ub2f9 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \uc99d\uac00\ub85c 6.5%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc\uae30\uae30: \uc0dd\uccb4 \uc801\ud569\uc131 \ubc0f \uc0b4\uade0 \uac00\ub2a5\ud55c \uc18c\ucf13 \uc18c\uc7ac\ub97c \uc694\uad6c\ud558\ub294 \uc911\uc694\ud55c \ud2c8\uc0c8\uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c IC \uc18c\ucf13 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers):<br \/>\n*   \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ud0dc\ube14\ub9bf \uc0dd\uc0b0 \uc99d\uac00 (+0.8% CAGR \uc601\ud5a5): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c \uc911\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95\uc73c\ub85c \uc778\ud55c RF \uc7a5\uce58 \uc218\uc694 \uc99d\uac00 (+1.2% CAGR \uc601\ud5a5): \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \ucd08\uae30 \uc131\uacfc\ub97c \ubcf4\uc785\ub2c8\ub2e4. 100GHz\uc5d0 \ub2ec\ud558\ub294 \uc8fc\ud30c\uc218\uc640 \ub0ae\uc740 \uc0bd\uc785 \uc190\uc2e4, \uc5c4\uaca9\ud55c \uc784\ud53c\ub358\uc2a4 \uc81c\uc5b4\ub97c \uc694\uad6c\ud558\uba70, 4G\uc5d0\uc11c 5G\ub85c\uc758 \uc804\ud658\uc740 \uae30\uc9c0\uad6d\ub2f9 RF \ubd80\ud488 \uc218\ub97c \uc57d 3\ubc30 \uc99d\uac00\uc2dc\ucf1c \ucd5c\uc885 \uc81c\ud488 \uac80\uc99d \ubc0f \uc2dc\uc2a4\ud15c \ub808\ubca8 \uac80\uc99d \ubaa8\ub450\uc5d0\uc11c \uc18c\ucf13 \uc0ac\uc6a9\uc744 \ud655\ub300\ud569\ub2c8\ub2e4. \ubc00\ub9ac\ubbf8\ud130\ud30c \ubaa8\ub4c8\uc6a9 \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0(SiP) \ucc44\ud0dd\uc740 \uc218\uc694\ub97c \ub354\uc6b1 \uc99d\ud3ed\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \uc874 \uc544\ud0a4\ud14d\ucc98 ECU \ud655\uc0b0 (+0.9% CAGR \uc601\ud5a5): \ub3c5\uc77c, \uc77c\ubcf8, \ubbf8\uad6d\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70 \uc7a5\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \uc911\uc694\ud569\ub2c8\ub2e4. \ubd84\uc0b0\ub41c \uc790\ub3d9\ucc28 ECU\uac00 \uc911\uc559 \uc9d1\uc911\uc2dd \ucc98\ub9ac \ud5c8\ube0c\ub85c \ud1b5\ud569\ub418\uba74\uc11c \ud540 \uc218\uc640 \uc5f4 \ubd80\ud558\uac00 \uc99d\uac00\ud558\uace0, AEC-Q100 \uc778\uc99d \ubc0f \uace0\uc804\ub958 \ubc00\ub3c4\uc5d0 \uc801\ud569\ud55c \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc18c\ucf13\uc758 \ud544\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucc28\ub7c9\uc5d0 \ub300\ud55c \uaddc\uc81c \ub3d9\ud5a5\uc774 \uc774\ub7ec\ud55c \ud2b9\uc218 \uc194\ub8e8\uc158\uc758 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   AI \uac00\uc18d\uae30\uc758 \uace0\ud540 \uc218 ASIC (+1.1% CAGR \uc601\ud5a5): \ubd81\ubbf8 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70 \uc911\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \uc911\uc694\ud569\ub2c8\ub2e4. AI \uac00\uc18d\uae30\ub294 \ucd5c\ub300 12\uac1c\uc758 HBM \uc2a4\ud0dd\uc744 \ud1b5\ud569\ud558\uba70, \uc2a4\ud0dd\ub2f9 1.2TB\/s \uc774\uc0c1\uc758 \ub370\uc774\ud130 \uc804\uc1a1\ub960\uc744 \uc9c0\uc6d0\ud558\uace0 \uc2e0\ud638 \ubb34\uacb0\uc131\uc744 \uc720\uc9c0\ud558\ub294 \uc811\uc810 \uc124\uacc4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uce69\ub81b \uae30\ubc18 \uc544\ud0a4\ud14d\ucc98\ub294 \uc5ec\ub7ec \uc804\uc555 \ub3c4\uba54\uc778\uc5d0\uc11c \uc774\uc885 \ub2e4\uc774\ub97c \uac80\uc99d\ud558\ub294 \uc18c\ucf13\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b \uae30\ubc18 \ud328\ud0a4\uc9d5\uc758 \ube60\ub978 \ucc44\ud0dd (+0.7% CAGR \uc601\ud5a5): \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70 \uc7a5\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \uc911\uc694\ud569\ub2c8\ub2e4. \uce69\ub81b \uc811\uadfc \ubc29\uc2dd\uc740 IEEE 1838 \uac00\uc774\ub4dc\ub77c\uc778\uc5d0 \ub9de\ucdb0 \uac1c\ubcc4 \ub2e4\uc774 \ubc0f \uc644\uc804\ud788 \ud1b5\ud569\ub41c \ud328\ud0a4\uc9c0\ub97c \ubaa8\ub4c8\ud615 \uace0\uc815 \uc7a5\uce58 \ub0b4\uc5d0\uc11c \ud14c\uc2a4\ud2b8\ud560 \uc218 \uc788\ub294 \uc18c\ucf13\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ube44\uc6a9 \ubc0f \uc218\uc728 \uc774\uc810\uc73c\ub85c \uc778\ud574 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \ub124\ud2b8\uc6cc\ud0b9 \ubc0f \uc2e0\ud765 \uc790\ub3d9\ucc28 \uae30\ub2a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   OSAT\uc758 \uc591\ud488 \ub2e4\uc774(Known-Good-Die)\ub97c \uc704\ud55c \uc778\ub77c\uc778 \ud14c\uc2a4\ud2b8 \uc18c\ucf13 (+0.4% CAGR \uc601\ud5a5): \ub300\ub9cc\uacfc \ud55c\uad6d\uc5d0\uc11c \ub2e8\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints):<br \/>\n*   \ub192\uc740 \ucd08\uae30 \ud234\ub9c1 \ubc0f \ud504\ub85c\ube0c \uce74\ub4dc \ube44\uc6a9 (-0.6% CAGR \uc601\ud5a5): \uae00\ub85c\ubc8c \uc2dc\uc7a5, \ud2b9\ud788 \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc5d0 \ub2e8\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \ucca8\ub2e8 \ud504\ub85c\ube0c \uce74\ub4dc\ub294 \uad6c\uc131\ub2f9 50\ub9cc \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uba70, \uc11c\ube0c\ub9c8\uc774\ud06c\ub860 \uc811\uc810 \ud615\uc0c1\uc73c\ub85c \uc778\ud574 16~20\uc8fc\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. CoWoS\uc640 \uac19\uc740 \uc2e0\ud765 \ud328\ud0a4\uc9d5 \ud615\uc2dd\uc740 \uc0c8\ub85c\uc6b4 \ud234\ub9c1\uc744 \uc694\uad6c\ud558\uc5ec \ub300\ub7c9 \uc0dd\uc0b0\uc744 \ud1b5\ud574 \uace0\uc815 \ube44\uc6a9\uc744 \uc0c1\uac01\ud560 \uc218 \uc5c6\ub294 \ud2c8\uc0c8 \uc18c\ucf13 \uacf5\uae09\uc5c5\uccb4\uc758 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ub178\ub4dc\uc5d0 \ub530\ub978 \uc18c\ucf13 \uc218\uba85 \ub2e8\ucd95 (-0.4% CAGR \uc601\ud5a5): \ucca8\ub2e8 \ud30c\uc6b4\ub4dc\ub9ac \uc9c0\uc5ed\uc5d0\uc11c \uc911\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \uc138\ub77c\ubbf9 \uae30\ud310 \ubd80\uc871\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ub178\ucd9c (-0.8% CAGR \uc601\ud5a5): \uae00\ub85c\ubc8c \uc2dc\uc7a5, \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0 \ub2e8\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. ABF \uae30\ud310\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc740 26\uc8fc\ub97c \ucd08\uacfc\ud558\uc5ec \ub300\uccb4 \uc7ac\ub8cc\ub85c\uc758 \uc7ac\uc124\uacc4\ub97c \uac15\uc694\ud558\uba70, \uc774\ub294 \ube44\uc6a9\uc744 \ucd5c\ub300 25%\uae4c\uc9c0 \uc99d\uac00\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ub9cc\uacfc \uc77c\ubcf8\uc5d0 \uc9d1\uc911\ub41c \uc0dd\uc0b0 \ud5c8\ube0c\ub294 \uc9c0\ub9ac\uc801 \uc704\ud5d8\uc744 \ub192\uc774\uace0 \uc0dd\uc0b0 \ub2a5\ub825 \uacc4\ud68d\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   \ubca0\ub9b4\ub968-\uad6c\ub9ac \ud569\uae08\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c (-0.3% CAGR \uc601\ud5a5): EU \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 IC \uc18c\ucf13 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 44.40%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 6.3%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc5ed\ub0b4 \ud30c\uc6b4\ub4dc\ub9ac \ud655\uc7a5\uacfc \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc790\uae09\uc790\uc871 \uc815\ucc45 \uc9c0\uc6d0\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uc911\uad6d\uc740 \uac00\uc804\uc81c\ud488 \uc870\ub9bd\uc744 \uc8fc\ub3c4\ud558\uace0, \ub300\ub9cc\uacfc \ud55c\uad6d\uc740 \ucca8\ub2e8 \uba54\ubaa8\ub9ac \ubc0f \ub85c\uc9c1 \ub178\ub4dc\uc5d0\uc11c \uac15\uc810\uc744 \ubcf4\uc774\uba70, \uc778\ub3c4\ub294 \uc778\uc13c\ud2f0\ube0c \uc81c\ub3c4\uc5d0 \ud798\uc785\uc5b4 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ud328\ud0a4\uc9d5 \ub300\uc548\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc790\ub3d9\ucc28, \ud56d\uacf5\uc6b0\uc8fc, \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. TSMC\uc758 \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uacfc \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \uacf5\uc7a5 \uac74\uc124\uacfc \uac19\uc740 \uad6d\ub0b4 \uc81c\uc870 \ud504\ub85c\uc81d\ud2b8\ub294 \ud604\uc9c0 \uc18c\ucf13 \uc870\ub2ec\uc744 \uc99d\uac00\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ubc38\ub9ac\uc758 AI \uac00\uc18d\uae30 \uac1c\ubc1c\uc740 HBM\uc774 \ud48d\ubd80\ud55c \ud328\ud0a4\uc9c0\uc5d0 \ub300\ud55c \uac00\uc7a5 \uae4c\ub2e4\ub85c\uc6b4 \uc18c\ucf13 \uc0ac\uc591\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \ub3c5\uc77c\uc758 Tier-1 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uacac\uace0\ud55c \uc5f4 \uc0ac\uc774\ud074 \uc131\ub2a5\uc744 \uac16\ucd98 AEC-Q \uc778\uc99d \uc18c\ucf13\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \ud504\ub791\uc2a4\uc640 \ub124\ub35c\ub780\ub4dc\ub294 \uace0\ubc00\ub3c4 \uc0c1\ud638 \uc5f0\uacb0 \uc5f0\uad6c \uac1c\ubc1c\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc73c\uba70, \ud658\uacbd \ud45c\uc900\uc5d0 \ub300\ud55c \uaddc\uc81c \ub9ac\ub354\uc2ed\uc740 \uc720\ub7fd \uad6c\ub9e4\uc790\ub4e4\uc744 \ubca0\ub9b4\ub968 \ud504\ub9ac \uc811\uc810 \uc7ac\ub8cc\ub85c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>IC \uc18c\ucf13 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. TE Connectivity, Smiths Interconnect, Yamaichi Electronics\ub294 \uc790\uccb4 \uc7ac\ub8cc \uacfc\ud559 \ubc0f \uae00\ub85c\ubc8c \uc9c0\uc6d0 \ub124\ud2b8\uc6cc\ud06c\ub97c \uae30\ubc18\uc73c\ub85c \uac00\uc7a5 \uad11\ubc94\uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uacac \uacbd\uc7c1\uc5c5\uccb4\ub4e4\uc740 \uace0\uc8fc\ud30c RF, \uc6e8\uc774\ud37c \ub808\ubca8 \ubc88\uc778 \ub610\ub294 \uadf9\ud55c \uc628\ub3c4 \uc790\ub3d9\ucc28 \uc18c\ucf13\uacfc \uac19\uc740 \ud2b9\uc815 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc73c\ub85c\ub294 TE Connectivity\uc758 \ub9de\ucda4\ud615 \ubbf8\uc138 \ud53c\uce58 \ud14c\uc2a4\ud2b8 \ud5e4\ub4dc\uc758 \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ubaa8\ub4c8\ud615 \uc811\uc810 \ube14\ub85d \ucd9c\uc2dc, Smiths Interconnect\uc758 \ubc00\ub9ac\ubbf8\ud130\ud30c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc6a9 \uc2a4\ud504\ub9c1 \ud504\ub85c\ube0c \ud615\uc0c1 \ud655\uc7a5, Yamaichi\uc758 0.3mm \uc774\ud558 \ud53c\uce58 \uc18c\ucf13\uc758 \ubc18\ubcf5\uc131\uc744 \uac15\ud654\ud558\ub294 \uc644\uc804 \uc790\ub3d9\ud654 \uac80\uc0ac \ub77c\uc778 \ud22c\uc790\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ud601\uc2e0 \uae30\uc5c5\ub4e4\uc740 \uc801\uce35 \uc81c\uc870 \ubc0f \uc815\ubc00 \ubbf8\uc138 \uac00\uacf5\uc744 \ud65c\uc6a9\ud558\uc5ec AI \uac00\uc18d\uae30 \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc6a9 \uc18c\ub7c9 \ub9de\ucda4\ud615 \uc18c\ucf13\uc744 \uc0dd\uc0b0\ud558\uba70 \ubbfc\ucca9\uc131 \uce21\uba74\uc5d0\uc11c \uae30\uc874 \uae30\uc5c5\uc5d0 \ub3c4\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09\ub9dd \ubcf5\uc6d0\ub825\uc740 ABF \uae30\ud310 \ud560\ub2f9\uc744 \ud655\ubcf4\ud558\uac70\ub098 \ubd80\uc871 \uc2dc \ub300\uccb4 \ub77c\ubbf8\ub124\uc774\ud2b8\ub97c \uc778\uc99d\ud560 \uc218 \uc788\ub294 \uacf5\uae09\uc5c5\uccb4\ub97c \ucc28\ubcc4\ud654\ud558\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 IC \uc18c\ucf13 \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   TE Connectivity PLC<br \/>\n*   Yamaichi Electronics Co., Ltd.<br \/>\n*   Smiths Interconnect Inc.<br \/>\n*   Enplas Corporation<br \/>\n*   Sensata Technologies Holding plc<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: TSMC\ub294 \uc99d\uac00\ud558\ub294 AI \uce69\uc14b \uc218\uc694\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 2026\ub144\uae4c\uc9c0 CoWoS \uc0dd\uc0b0 \ub2a5\ub825\uc744 33% \uc99d\ub300\ud560 \uac83\uc774\ub77c\uace0 \ud655\uc778\ud588\uc73c\uba70, \uc774\ub294 \ucd08\uace0\ud540 \uc218 \ud14c\uc2a4\ud2b8 \uc18c\ucf13\uc5d0 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: Onto Innovation\uc740 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5 \ubc1c\uc804\uc744 \uc704\ud55c \ud328\ud0a4\uc9d5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc6b0\uc218 \uc13c\ud130(Packaging Applications Center of Excellence)\ub97c \uac1c\uc124\ud558\uc5ec 2.5D\/3D \uce69\ub81b\uc6a9 \uc18c\ucf13\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 \uac80\uc0ac \uae30\uc900\uc744 \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: TSMC\ub294 12\uac1c \uc774\uc0c1\uc758 HBM \uc2a4\ud0dd\uc744 \ud1b5\ud569\ud558\ub294 9.5\ubc30 \ub9c8\uc2a4\ud06c \ud06c\uae30 CoWoS \uc81c\ud488 \uacc4\ud68d\uc744 \uacf5\uac1c\ud588\uc73c\uba70, \uc774\ub294 \uc804\ub840 \uc5c6\ub294 \uc5f4 \ubc0f \uc804\uae30 \ubd80\ud558\ub97c \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \uc18c\ucf13\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2024\ub144 11\uc6d4: Cohu\ub294 HBM \uc7a5\uce58\uc6a9 Neon \uac80\uc0ac \ubc0f \uce21\uc815 \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud558\uc5ec \ucc28\uc138\ub300 \ubc88\uc778 \uc18c\ucf13\uc5d0 \ub300\ud55c \ubcf4\uc644\uc801\uc778 \uac80\uc0ac \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c IC \uc18c\ucf13 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. IC \uc18c\ucf13\uc740 \uc9d1\uc801\ud68c\ub85c(IC)\ub97c \uc27d\uac8c \uc0bd\uc785\ud558\uace0 \uc81c\uac70\ud558\uba70 \ub0a9\ub55c \uc2dc \uc5f4 \uc190\uc0c1\uc73c\ub85c\ubd80\ud130 \ubcf4\ud638\ud558\ub294 \uc5ed\ud560\uc744 \ud558\uba70, \ud2b9\ud788 \ub9ac\ub4dc \ud540\uc774 \uc9e7\uc740 \uc7a5\uce58\ub098 \ud504\ub85c\ud1a0\ud0c0\uc774\ud551\uc5d0 \uc720\uc6a9\ud558\uac8c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 \uae30\uc900 11.9\uc5b5 \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.8%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ud0dc\ube14\ub9bf \uc0dd\uc0b0 \uc99d\uac00, 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95\uc5d0 \ub530\ub978 RF \uc7a5\uce58 \uc218\uc694 \uc99d\ub300, \uc790\ub3d9\ucc28 \ubd84\uc57c\uc758 \uc874 \uc544\ud0a4\ud14d\ucc98(Zonal Architecture) ECU \ud655\uc0b0, AI \uac00\uc18d\uae30 \ub0b4 \uace0\ud540 \uc218 ASIC \ucc44\ud0dd, \uce69\ub81b \uae30\ubc18 \ud328\ud0a4\uc9d5\uc758 \ube60\ub978 \ub3c4\uc785, OSAT\uc758 &#8216;\uc591\ud488 \ub2e4\uc774(known-good-die)&#8217; \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \uc778\ub77c\uc778 \ud14c\uc2a4\ud2b8 \uc18c\ucf13 \ud65c\uc6a9 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \ub192\uc740 \ucd08\uae30 \ud234\ub9c1 \ubc0f \ud504\ub85c\ube0c \uce74\ub4dc \ube44\uc6a9, \ucca8\ub2e8 \ub178\ub4dc\uc5d0 \ub530\ub978 \uc18c\ucf13 \uc218\uba85 \ub2e8\ucd95, \ubca0\ub9b4\ub968-\uad6c\ub9ac \ud569\uae08\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ud2b9\ud788, \uc138\ub77c\ubbf9 ABF \uae30\ud310\uc758 \uc9c0\uc18d\uc801\uc778 \ubd80\uc871\uc740 \ub9ac\ub4dc \ud0c0\uc784 \uc5f0\uc7a5 \ubc0f \ube44\uc6a9 \uc0c1\uc2b9\uc744 \ucd08\ub798\ud558\ub294 \uac00\uc7a5 \ud070 \uacf5\uae09\ub9dd \uacfc\uc81c\ub85c \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac15\ub825\ud55c \uc81c\uc870 \uc5ed\ub7c9\uc744 \ubc14\ud0d5\uc73c\ub85c 44.40%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uae00\ub85c\ubc8c \uc218\uc694\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ucf13 \uc720\ud615\ubcc4\ub85c\ub294 \ubbf8\uc138 \ud53c\uce58 BGA\/CSP\/WLCSP \uc18c\ucf13\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.1%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc790\ub3d9\ucc28 \ubd80\ubb38\uc758 \uc874 \uc544\ud0a4\ud14d\ucc98 \ubc0f \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 6.5%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc18c\ucf13 \uc720\ud615(\ud14c\uc2a4\ud2b8 \ubc0f \ubc88\uc778, \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc\/\uc2a4\ub8e8\ud640, \uace0\ubc00\ub3c4, \ubbf8\uc138 \ud53c\uce58 BGA\/CSP\/WLCSP), IC \ud328\ud0a4\uc9c0 \uc720\ud615(DIP, QFP\/SOP, BGA\/\u03bcBGA, LGA\/PGA\/CGA), \uc751\uc6a9 \ubd84\uc57c(CPU \ubc0f \ud504\ub85c\uc138\uc11c, \uba54\ubaa8\ub9ac \ubaa8\ub4c8, \uc13c\uc11c \uc7a5\uce58, RF \ubc0f \uc544\ub0a0\ub85c\uadf8 \ubd80\ud488, \uad11\uc804\uc790\/\ud3ec\ud1a0\ub2c9 IC), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, \uc0b0\uc5c5 \ubc0f \uc790\ub3d9\ud654, \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc \uae30\uae30) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uc0c1\uc138\ud55c \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ub610\ud55c \uc2dc\uc7a5 \uac1c\uc694, \ub3d9\uc778, \uc81c\uc57d, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uac00\uaca9 \ubd84\uc11d \ub4f1\uc744 \ud3ec\ud568\ud55c \uc2dc\uc7a5 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f TE Connectivity, Smiths Interconnect, Yamaichi Electronics \ub4f1 \uc8fc\uc694 19\uac1c \uae30\uc5c5\uc5d0 \ub300\ud55c \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud558\uc5ec \uc774\ud574\uad00\uacc4\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\ub3c4\ub85d 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