{"id":30482,"date":"2026-02-08T09:31:56","date_gmt":"2026-02-08T09:31:56","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/router-and-switch-market-mordor\/"},"modified":"2026-03-27T04:12:30","modified_gmt":"2026-03-26T19:12:30","slug":"router-and-switch-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/router-and-switch-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub77c\uc6b0\ud130 \ubc0f \uc2a4\uc704\uce58 \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\/router-and-switch-market-1754922552056-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\/router-and-switch-market-size-image-1756459760971.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 \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 WAN \ud604\ub300\ud654 \ubc0f SD-WAN \ucc44\ud0dd \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 400G\/800G \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\uc704\uce58\uc5d0 \ub300\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.3 \ub124\ud2b8\uc6cc\ud06c \uc7a5\ube44\uc5d0 \ub300\ud55c \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.4 \uacf5\uae09\uc5c5\uccb4 \uad6c\uc131\uc744 \uc7ac\ud3b8\ud558\ub294 \uc9c0\uc815\ud559\uc801 \uacf5\uae09\uc5c5\uccb4 \uae08\uc9c0<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubb34\uc190\uc2e4, \uc800\uc9c0\uc5f0 \ud328\ube0c\ub9ad\uc744 \uc694\uad6c\ud558\ub294 AI\/ML \uc6cc\ud06c\ub85c\ub4dc (\uc7a0\uc7ac\uc801 \uc694\uc778)<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc624\ud508 \uc18c\uc2a4 NOS \ubc0f \ub124\ud2b8\uc6cc\ud06c \ubd84\ub9ac \uacbd\uc81c\ud559 (\uc7a0\uc7ac\uc801 \uc694\uc778)<\/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 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uae30\uc5c5 CAPEX \uc18c\ud654 \ubc0f \uc2a4\uc704\uce58 \uc7ac\uace0 \uacfc\uc789<\/li>\n<li class=\"toc-level-3\">4.3.2 \uace0\uc131\ub2a5 ASIC\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uce69 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d OEM\uc5d0 \ub300\ud55c \uaddc\uc81c \uc81c\ud55c\uc73c\ub85c \uc778\ud55c \uac00\uc6a9 \uc218\uc694 \uc81c\ud55c (\uc7a0\uc7ac\uc801 \uc694\uc778)<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc804\ub825 \ubc00\ub3c4 \uc99d\uac00 &#8211; \ub808\uac70\uc2dc \uc5e3\uc9c0 \uc0ac\uc774\ud2b8\uc758 \ub0c9\uac01 \ud55c\uacc4 (\uc7a0\uc7ac\uc801 \uc694\uc778)<\/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 \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<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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub77c\uc6b0\ud130<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2a4\uc704\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \/ \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.2.3 \uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.4 SMB \/ SOHO<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ud3ec\ud2b8 \uc18d\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 10Gbps \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.3.2 25\/40Gbps<\/li>\n<li class=\"toc-level-3\">5.3.3 100Gbps<\/li>\n<li class=\"toc-level-3\">5.3.4 400Gbps<\/li>\n<li class=\"toc-level-3\">5.3.5 800Gbps \uc774\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.4.5 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.4.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.4.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.4.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.4.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.4.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.4.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.4.5.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.4.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<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(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Cisco Systems, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Huawei Technologies Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 Juniper Networks, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Arista Networks, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Hewlett Packard Enterprise Company<\/li>\n<li class=\"toc-level-3\">6.4.6 Nokia Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Extreme Networks, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Dell Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Telefonaktiebolaget LM Ericsson<\/li>\n<li class=\"toc-level-3\">6.4.10 ZTE Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 NVIDIA Corporation \/ Mellanox Technologies Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Ubiquiti Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 TP-Link Technologies Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 NETGEAR, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 SIA Mikrotikls<\/li>\n<li class=\"toc-level-3\">6.4.17 DrayTek Corporation<\/li>\n<li class=\"toc-level-3\">6.4.18 Edgecore Networks Corporation<\/li>\n<li class=\"toc-level-3\">6.4.19 Cumulus Networks, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Ribbon Communications Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 Fortinet, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 Versa Networks, 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>\ub77c\uc6b0\ud130 \ubc0f \uc2a4\uc704\uce58 \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ub77c\uc6b0\ud130 \ubc0f \uc2a4\uc704\uce58 \uc2dc\uc7a5\uc740 2024\ub144 552\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144 700.5\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 4.12%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc644\ub9cc\ud55c \uc131\uc7a5\uc740 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc7ac\uace0 \uc815\uc0c1\ud654\uc640 \ud568\uaed8 \uc778\uacf5\uc9c0\ub2a5(AI) \uc6cc\ud06c\ub85c\ub4dc \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 \uc6b4\uc601 \ubaa8\ub378\uc774 \uc0c8\ub85c\uc6b4 \uc6a9\ub7c9 \uc694\uad6c \uc0ac\ud56d\uc744 \ucd09\uc9c4\ud558\uba74\uc11c \uafb8\uc900\ud55c \uc778\ud504\ub77c \ud604\ub300\ud654\uac00 \uc9c4\ud589\ub418\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 32%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 4.01%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc81c\ud488 \uc720\ud615\ubcc4\ub85c\ub294 \uc2a4\uc704\uce58\uac00 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 62%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \ubd84\uc0b0\ud615 \ub77c\uc6b0\ud130\uac00 4.18%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uce21\uba74\uc5d0\uc11c\ub294 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 2024\ub144 \uc2dc\uc7a5\uc758 38%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uac00 4.13%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud3ec\ud2b8 \uc18d\ub3c4\ubcc4\ub85c\ub294 100Gbps \uc194\ub8e8\uc158\uc774 2024\ub144 \uc2dc\uc7a5\uc758 34.5%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc, 800Gbps \uc774\uc0c1 \ud3ec\ud2b8 \uc18d\ub3c4 \ubd80\ubb38\ub3c4 \uc804\uccb4 \uc2dc\uc7a5 \uc131\uc7a5\ub960\uacfc \uc720\uc0ac\ud55c 4.12%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \ud2b8\ub80c\ub4dc<\/p>\n<p>\ub77c\uc6b0\ud130 \ubc0f \uc2a4\uc704\uce58 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 WAN \ud604\ub300\ud654 \ubc0f SD-WAN \ub3c4\uc785 \uc99d\uac00: \ud558\uc774\ube0c\ub9ac\ub4dc \uc778\ub825 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \uad11\uc5ed \ub124\ud2b8\uc6cc\ud06c(SD-WAN) \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc2a4\ucf54\uc758 2024\ub144 \ub124\ud2b8\uc6cc\ud0b9 \uc124\ubb38\uc870\uc0ac\uc5d0 \ub530\ub974\uba74, \uae30\uc5c5\uc758 56%\uac00 AI \ud2b8\ub798\ud53d \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 2\ub144 \uc774\ub0b4\uc5d0 \uc774\ub354\ub137 \ubc31\ubcf8\uc744 \uc5c5\uadf8\ub808\uc774\ub4dc\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \ubcf4\uc548 \uc6b0\ub824\uac00 SD-WAN \ud50c\ub7ab\ud3fc \uc9c0\ucd9c\uc744 \uc720\ub3c4\ud558\uba70, \uc9c0\ub2a5\ud615 \uc5e3\uc9c0 \ub77c\uc6b0\ud130\uc640 \uad00\ub9ac\ud615 \uc11c\ube44\uc2a4\uac00 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   400G\/800G \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\uc704\uce58\uc5d0 \ub300\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc218\uc694: \uc778\uacf5\uc9c0\ub2a5 \uc778\ud504\ub77c\uc758 \uae09\uaca9\ud55c \ud655\uc7a5\uc740 GPU \ud074\ub7ec\uc2a4\ud130 \uac04\uc758 \ub17c\ube14\ub85c\ud0b9 \ud328\ube0c\ub9ad\uc5d0 400G \ubc0f 800G \ucc98\ub9ac\ub7c9\uc744 \uc694\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220 \ubc1c\uc804\uc73c\ub85c \uc2a4\uc704\uce58 \ub77c\ub515\uc2a4(radix)\uac00 \ud3ec\ud2b8\ub2f9 1.6Tb\/s\uc5d0 \ub3c4\ub2ec\ud558\uba70 \ube44\ud2b8\ub2f9 \uc804\ub825\uc744 \ucd5c\ub300 70% \uc808\uac10\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \ucd08\uae30 \ub3c4\uc785\uc744 \uc8fc\ub3c4\ud558\uba70, \ubd81\ubbf8 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\ub4e4\ub3c4 800G \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub124\ud2b8\uc6cc\ud06c \uc7a5\ube44\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc758\ubb34\ud654: \uc720\ub7fd \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc9c0\uce68 \ubc0f \ubbf8\uad6d \uc77c\ubd80 \uc8fc\uc758 \ud0c4\uc18c \uac10\ucd95 \uaddc\uc81c\ub294 \uc804\ub825 \uad00\ub9ac\ub97c \uc870\ub2ec \uae30\uc900\uc73c\ub85c \uaca9\uc0c1\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. OEM\ub4e4\uc740 \ub3d9\uc801 \uc804\uc555-\uc8fc\ud30c\uc218 \uc2a4\ucf00\uc77c\ub9c1, \uace0\uae09 \uc808\uc804 \ubaa8\ub4dc, \uc138\ubd84\ud654\ub41c \uc6d0\uaca9 \uce21\uc815 \uae30\ub2a5\uc744 \uc81c\ud488 \ub85c\ub4dc\ub9f5\uc5d0 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 3nm \uacf5\uc815\uc73c\ub85c \uc81c\uc791\ub41c ASIC\uacfc \uac19\uc740 \uce5c\ud658\uacbd \uc2e4\ub9ac\ucf58\uc774 \uc2dc\uc7a5\uc758 \uc911\uc694\ud55c \uc218\uc775 \ub3d9\uc778\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI\/ML \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ud544\uc694\ud55c \ubb34\uc190\uc2e4, \uc800\uc9c0\uc5f0 \ud328\ube0c\ub9ad: \ub525\ub7ec\ub2dd \ud074\ub7ec\uc2a4\ud130\ub294 GPU \ud65c\uc6a9\ub3c4\ub97c \uadf9\ub300\ud654\ud558\uae30 \uc704\ud574 \ub9c8\uc774\ud06c\ub85c\ucd08 \ub2e8\uc704\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uacfc \ud63c\uc7a1 \uc5c6\ub294 \uc804\uc1a1\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc6b0\uc120\uc21c\uc704 \ud750\ub984 \uc81c\uc5b4(PFC) \ubc0f \uba85\uc2dc\uc801 \ud63c\uc7a1 \uc54c\ub9bc(ECN)\uc73c\ub85c \uac15\ud654\ub41c \uc774\ub354\ub137 \ud328\ube0c\ub9ad\uc740 \ud6a8\uc728\uc131 \uba74\uc5d0\uc11c \uc778\ud53c\ub2c8\ubc34\ub4dc(InfiniBand)\uc640 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b8\ud2b8\ub77c \uc774\ub354\ub137(Ultra Ethernet) \ucee8\uc18c\uc2dc\uc5c4\uc758 \ub178\ub825\uc740 \uacb0\uc815\ub860\uc801 \ub3d9\uc791\uc744 \ud45c\uc900\ud654\ud558\uc5ec \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uad6c\ub9e4\uc790\ub4e4\uc758 \uad50\uccb4 \uc8fc\uae30\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc624\ud508\uc18c\uc2a4 NOS \ubc0f \ub124\ud2b8\uc6cc\ud06c \ubd84\uc0b0\ud654 \uacbd\uc81c\uc131: \uac1c\ubc29\ud615 \ub124\ud2b8\uc6cc\ud0b9 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \ubca4\ub354 \uc885\uc18d\uc131\uc744 \uc904\uc774\uace0 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 SONiC\uacfc \uac19\uc740 \uc624\ud508\uc18c\uc2a4 \ub124\ud2b8\uc6cc\ud06c \uc6b4\uc601 \uccb4\uc81c(NOS)\ub294 \uba40\ud2f0\ubca4\ub354 \uc81c\uc5b4 \uacc4\uce35\uc744 \uad6c\ucd95\ud558\uc5ec \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO)\uc744 \ub0ae\ucd94\ub294 \ud654\uc774\ud2b8\ubc15\uc2a4 \ud558\ub4dc\uc6e8\uc5b4 \ub3c4\uc785\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p># 3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ucf54\ub85c\ub09819 \uc774\ud6c4 \uae30\uc5c5 \uc790\ubcf8 \uc9c0\ucd9c \uc18c\ud654 \ubc0f \uc2a4\uc704\uce58 \uc7ac\uace0 \uacfc\uc789: \ud32c\ub370\ubbf9 \uae30\uac04 \ub3d9\uc548 \uae30\uc5c5\ub4e4\uc774 \ub124\ud2b8\uc6cc\ud06c \uc6a9\ub7c9\uc744 \uae09\uaca9\ud788 \ud655\uc7a5\ud558\uba74\uc11c \ub9ce\uc740 \uae30\uc5c5\uc774 \uc5ec\uc720 \ud3ec\ud2b8\uc640 \uae34 \uac10\uac00\uc0c1\uac01 \uae30\uac04\uc744 \uac16\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uc911\uae09 \ucea0\ud37c\uc2a4 \uc2a4\uc704\uce58\uc758 \ud310\ub9e4\ub7c9\uc744 \ub454\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uae09 ASIC\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uce69 \ubd80\uc871: 5nm \ubbf8\ub9cc \uacf5\uc815\uc73c\ub85c \uc81c\uc870\ub418\ub294 \uace0\uc131\ub2a5 \ub77c\uc6b0\ud305 \uc2e4\ub9ac\ucf58\uc740 \uc120\ub3c4 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc0dd\uc0b0 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud574 \uc5ec\uc804\ud788 \uacf5\uae09\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4. \uc774\ub294 800G \uc2a4\uc704\uce58\uc6a9 \uc2e4\ub9ac\ucf58\uc758 \uacf5\uae09 \ubd80\uc871\uc744 \uc7a5\uae30\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d OEM\uc5d0 \ub300\ud55c \uaddc\uc81c \uc81c\ud55c: \uc9c0\uc815\ud559\uc801 \ubca4\ub354 \uae08\uc9c0 \uc870\uce58\ub294 \uc77c\ubd80 \uc911\uad6d OEM\uc758 \uc2dc\uc7a5 \uc811\uadfc\uc131\uc744 \uc81c\ud55c\ud558\uc5ec \uc804 \uc138\uacc4 \uacf5\uae09\uc5c5\uccb4 \uad6c\uc131\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub808\uac70\uc2dc \uc5e3\uc9c0 \uc0ac\uc774\ud2b8\uc758 \uc804\ub825 \ubc00\ub3c4 \ub0c9\uac01 \ud55c\uacc4 \uc99d\uac00: \uc624\ub798\ub41c \ub370\uc774\ud130\uc13c\ud130 \uc2dc\uc124\uc5d0\uc11c\ub294 \uc804\ub825 \ubc00\ub3c4 \uc99d\uac00\ub85c \uc778\ud55c \ub0c9\uac01 \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud558\uc5ec \uc778\ud504\ub77c \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc9c0\uc5f0\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p> 4.1. \uc81c\ud488 \uc720\ud615\ubcc4: \uc2a4\uc704\uce58 \uc9c0\ubc30 \ubc0f \ub77c\uc6b0\ud130 \ubd84\uc0b0\ud654<\/p>\n<p>*   \uc2a4\uc704\uce58: 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 62.5%\ub85c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uba70, \ub9c8\uc774\ud06c\ub85c\uc11c\ube44\uc2a4 \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uc2a4\ud30c\uc778-\ub9ac\ud504(spine-leaf) \ubc0f \ub799 \uc0c1\ub2e8(top-of-rack) \uc544\ud0a4\ud14d\ucc98\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ud504\ub85c\uadf8\ub798\ubc0d \uac00\ub2a5\ud55c \ud30c\uc774\ud504\ub77c\uc778\uacfc \uc2e4\uc2dc\uac04 \uc6d0\uaca9 \uce21\uc815 \uae30\ub2a5\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \ud504\ub808\uc784\uc6cc\ud06c\uc640 \uc798 \ud1b5\ud569\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd84\uc0b0\ud615 \ub77c\uc6b0\ud130: 4.18%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uce74\ud14c\uace0\ub9ac\uc785\ub2c8\ub2e4. \uc624\ud508\uc18c\uc2a4 NOS \ub3c4\uc785\uc774 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\ub4e4 \uc0ac\uc774\uc5d0\uc11c \ud655\uc0b0\ub418\uba74\uc11c \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 \ub0ae\ucd94\ub294 \ud654\uc774\ud2b8\ubc15\uc2a4 \ud558\ub4dc\uc6e8\uc5b4 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 5G \ubc31\ud640 \ubc0f \ud1b5\ud569 IP \uc804\uc1a1\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\ub294 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc758 \ucf54\uc5b4 \ub124\ud2b8\uc6cc\ud06c \uc5c5\uadf8\ub808\uc774\ub4dc\ub3c4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud601\uc2e0 \uc8fc\uae30\uc640 \ud558\ub4dc\uc6e8\uc5b4 \uc218\uba85 \uc8fc\uae30\ub97c \ubd84\ub9ac\ud558\ub294 \uc0c1\uc6a9 \uc2e4\ub9ac\ucf58 \ub77c\uc6b0\ud130\ub97c \uc120\ud638\ud569\ub2c8\ub2e4.<\/p>\n<p> 4.2. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubaa8\uba58\ud140\uc774 \ud1b5\uc2e0\uc0ac \uaddc\ubaa8\ub97c \ub2a5\uac00<\/p>\n<p>*   \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4: 2024\ub144 \uc2dc\uc7a5\uc758 38.5%\ub97c \ucc28\uc9c0\ud558\uba70, \uad11\uc12c\uc720 \ubc00\uc9d1\ud654, 5G \ucf54\uc5b4 \uc5c5\uadf8\ub808\uc774\ub4dc, \ucf00\uc774\ube14 \ub124\ud2b8\uc6cc\ud06c \ub178\ub4dc \ubd84\ud560 \ub4f1\uc774 \uc9c0\ucd9c\uc744 \uacac\uc778\ud569\ub2c8\ub2e4. \uc2e0\ub8b0\uc131 \uc694\uad6c \uc0ac\ud56d\uacfc \uc7a5\uae30\uc801\uc778 \ubca4\ub354 \uad00\uacc4\uac00 \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\uc758 \uc785\uc9c0\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130: \ube44\ub85d \uae30\ubc18\uc740 \uc791\uc9c0\ub9cc, AI \ubc31\ubcf8 \uaddc\ubaa8\uac00 \uc5ed\uc0ac\uc801 \ucd5c\uace0\uce58\ub97c \ub118\uc5b4\uc11c\uba74\uc11c 2030\ub144\uae4c\uc9c0 4.13%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uba54\ud0c0(Meta)\uc758 \uc774\ub354\ub137 \uae30\ubc18 AI \ud328\ube0c\ub9ad \ucc44\ud0dd\uc740 \ub3c5\uc810\uc801\uc778 \uc0c1\ud638 \uc5f0\uacb0 \ubc29\uc2dd\uc5d0\uc11c \uace0\uc18d \uc774\ub354\ub137\uc73c\ub85c\uc758 \uc804\ud658\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uae30\uc5c5 \ubc0f SMB\/SOHO: Wi-Fi 7 \uc561\uc138\uc2a4, \uc81c\ub85c \ud2b8\ub7ec\uc2a4\ud2b8 \uac8c\uc774\ud2b8\uc6e8\uc774, \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \uc778\uc811\uc131\uc5d0 \uc911\uc810\uc744 \ub454 \uafb8\uc900\ud55c \uad50\uccb4 \uc8fc\uae30\ub97c \uc720\uc9c0\ud558\uc9c0\ub9cc, \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc758 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \uc131\uc7a5\uc5d0 \ube44\ud558\uba74 \uc99d\uac00\uc728\uc740 \ubbf8\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n<p> 4.3. \ud3ec\ud2b8 \uc18d\ub3c4\ubcc4: 800Gbps \uc804\ud658 \uc18d\uc5d0\uc11c\ub3c4 100Gbps\uc758 \uc911\uc694\uc131<\/p>\n<p>*   100Gbps: 2024\ub144 \uc2dc\uc7a5\uc758 34.5%\ub97c \ucc28\uc9c0\ud558\uba70, \ub9e4\ub825\uc801\uc778 \ube44\ud2b8\ub2f9 \ube44\uc6a9 \ube44\uc728\uacfc \uc131\uc219\ud55c \uad11\ud559 \uc0dd\ud0dc\uacc4\ub85c \uc778\ud574 \uc120\ud638\ub429\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc11c\ubc84\uc5d0 4x25G \ube0c\ub808\uc774\ud06c\uc544\uc6c3\uc744 \ud45c\uc900\ud654\ud558\uace0, \ud1b5\uc2e0\uc0ac\ub4e4\uc740 \uc9d1\uacc4 \uacc4\uce35\uc5d0 100Gbps\ub97c \ubc30\ud3ec\ud569\ub2c8\ub2e4.<br \/>\n*   400Gbps \ubc0f 800Gbps \uc774\uc0c1: 400Gbps \ucd9c\ud558\ub7c9\uc774 QSFP-DD \uad11\ud559\uc744 \ud1b5\ud574 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, 800Gbps \ubc0f 1.6T \ucc44\ud0dd\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uc704\ud55c \ubc1c\ud310\uc744 \ub9c8\ub828\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 800Gbps \ubd80\ubb38\uc740 \ucd08\uae30 \ub2e8\uacc4\uc784\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 200G\/\ub808\uc778 DSP \uae30\uc220\uc744 \uac80\uc99d\ud568\uc5d0 \ub530\ub77c \uc804\uccb4 \uc2dc\uc7a5 \uc218\uc694\uc640 \ubcf4\uc870\ub97c \ub9de\ucdb0 4.12%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559(Co-packaged optics)\uc740 \ub9c1\ud06c \uc608\uc0b0 \ud398\ub110\ud2f0\ub97c \uc904\uc774\uace0 \uc5f4 \uc81c\uc57d\uc744 \uc644\ud654\ud558\uc9c0\ub9cc, \ud604\uc7a5 \uc720\uc9c0\ubcf4\uc218 \ubb38\uc81c\ub294 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \ub2a6\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 32%\ub85c \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc758 \uad6d\uac00 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \ud504\ub85c\uadf8\ub7a8\uacfc \uc778\ub3c4\ub124\uc2dc\uc544, \ub9d0\ub808\uc774\uc2dc\uc544, \uc778\ub3c4\uc758 \uc2e0\uaddc \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucea0\ud37c\uc2a4\uac00 \uafb8\uc900\ud55c \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. 5G \ubc30\ud3ec \uac00\uc18d\ud654\uc640 AI \uc2a4\ud0c0\ud2b8\uc5c5 \uc0dd\ud0dc\uacc4\ub3c4 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 29.3%\uc758 \uc810\uc720\uc728\ub85c \ub450 \ubc88\uc9f8\ub85c \ud070 \uae30\uc5ec \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 GPU \uc288\ud37c\ud074\ub7ec\uc2a4\ud130\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uba70 800G \uc8fc\ubb38\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CHIPS for America Act\uc640 \uac19\uc740 \uc5f0\ubc29 \uc778\uc13c\ud2f0\ube0c\ub294 \uad6d\ub0b4 \ucca8\ub2e8 \ub178\ub4dc \ud339(fab)\uc758 \uc628\uc1fc\uc5b4\ub9c1\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 4.01%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc640 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc758 Vision 2030 \uc544\uc820\ub2e4\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud22c\uc790\uc640 \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uaddc\uc81c\uc801 \ud0c4\uc18c \uc0c1\ud55c\uc120\uc774 \uc800\uc804\ub825 \uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58 \ubc0f \uc138\ubd84\ud654\ub41c \uc5d0\ub108\uc9c0 \ubcf4\uace0 \uae30\ub2a5\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: FTTH(Fiber-to-the-Home) \ubc0f \ud540\ud14c\ud06c \ub514\uc9c0\ud138\ud654\uc5d0 \uc911\uc810\uc744 \ub450\uc5b4 \uc810\uc9c4\uc801\uc778 \uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ub77c\uc6b0\ud130 \ubc0f \uc2a4\uc704\uce58 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc2dc\uc2a4\ucf54(Cisco Systems, Inc.)\ub294 \uad11\ubc94\uc704\ud55c \uc81c\ud488 \uce74\ud0c8\ub85c\uadf8\uc640 \ucda9\uc131\ub3c4 \ub192\uc740 \uace0\uac1d \uae30\ubc18\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ub9ac\uc2a4\ud0c0 \ub124\ud2b8\uc6cd\uc2a4(Arista Networks, Inc.)\ub294 \ud074\ub77c\uc6b0\ub4dc \ubc0f AI \ud328\ube0c\ub9ad\uc5d0 \uc9d1\uc911\ud558\uc5ec 400G \uc2a4\ud30c\uc778-\ub9ac\ud504 \uc194\ub8e8\uc158\uc73c\ub85c \ub9e4\ucd9c\uc744 \uc131\uc7a5\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud734\ub81b\ud329\ucee4\ub4dc \uc5d4\ud130\ud504\ub77c\uc774\uc988(Hewlett Packard Enterprise Company, HPE)\ub294 2025\ub144 7\uc6d4 \uc8fc\ub2c8\ud37c \ub124\ud2b8\uc6cd\uc2a4(Juniper Networks, Inc.) \uc778\uc218\ub97c \uc644\ub8cc\ud558\uc5ec AI \uc911\uc2ec\uc758 \ub77c\uc6b0\ud305 \ubc0f \uc2a4\uc704\uce6d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ube0c\ub85c\ub4dc\ucef4(Broadcom) \ubc0f \uc5d4\ube44\ub514\uc544(NVIDIA)\uc640 \uac19\uc740 \uc2e4\ub9ac\ucf58 \ubca4\ub354\ub4e4\uc740 \uc0c1\uc6a9 \uc2e4\ub9ac\ucf58\uacfc \ud568\uaed8 \uc644\ubcbd\ud55c \uc2a4\uc704\uce58 \uc2dc\uc2a4\ud15c\uc744 \ud310\ub9e4\ud558\uba70 \uac00\uce58 \uc0ac\uc2ac\uc758 \ub354 \ub9ce\uc740 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uae30 \uc704\ud574 \uc218\uc9c1 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc758 Tomahawk 6\ub294 102.4Tb\/s \ucc98\ub9ac\ub7c9\uc744 \ub2ec\uc131\ud588\uc73c\uba70, \uc5d4\ube44\ub514\uc544\uc758 Spectrum-X Photonics \ub77c\uc778\uc740 \uc804\ub825 \uc18c\ube44\ub97c 30% \uc904\uc774\uba70 GPU \ud074\ub7ec\uc2a4\ud130\uc5d0\uc11c \uc911\uc694\ud55c \ub514\uc790\uc778\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1\uc758 \ucd08\uc810\uc740 \ud558\ub4dc\uc6e8\uc5b4 \uc18d\ub3c4\uc640 \uc131\ub2a5\uc5d0\uc11c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud1b5\ud569 \ubc0f \uc218\uba85 \uc8fc\uae30 \uc790\ub3d9\ud654\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uc81c\uc5b4 \ud50c\ub808\uc778 \ud601\uc2e0\uacfc \uc0dd\ud0dc\uacc4 \ud30c\ud2b8\ub108\uc2ed\uc774 \uc9c0\uc18d\uc801\uc778 \ucc28\ubcc4\ud654\ub97c \uc704\ud55c \ud575\uc2ec \uc694\uc18c\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: \ud734\ub81b\ud329\ucee4\ub4dc \uc5d4\ud130\ud504\ub77c\uc774\uc988(HPE)\uac00 \uc8fc\ub2c8\ud37c \ub124\ud2b8\uc6cd\uc2a4(Juniper Networks)\uc758 140\uc5b5 \ub2ec\ub7ec \uc778\uc218\ub97c \uc644\ub8cc\ud558\uc5ec AI \uc911\uc2ec\uc758 \ub77c\uc6b0\ud305 \ubc0f \uc2a4\uc704\uce6d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: \ube0c\ub85c\ub4dc\ucef4(Broadcom)\uc774 102.4Tb\/s \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\ub294 Tomahawk 6 \uc2a4\uc704\uce58\ub97c \ucd9c\uc2dc\ud558\uba70 \uc774\ub354\ub137\uc744 \ud655\uc7a5 \uac00\ub2a5\ud55c AI \uc0c1\ud638 \uc5f0\uacb0 \uae30\uc220\ub85c \ud3ec\uc9c0\uc154\ub2dd\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \uc5d4\ube44\ub514\uc544(NVIDIA)\uac00 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub97c \uc0ac\uc6a9\ud558\uc5ec \ud3ec\ud2b8\ub2f9 1.6Tb\/s\ub97c \uc81c\uacf5\ud558\ub294 Spectrum-X Photonics \uc2a4\uc704\uce58\ub97c \ucd9c\uc2dc\ud558\uc5ec \uc5d1\uc0ac\uc2a4\ucf00\uc77c GPU \ud074\ub7ec\uc2a4\ud130\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uacbd\uc7c1 \uad6c\ub3c4\ub294 \ub77c\uc6b0\ud130 \ubc0f \uc2a4\uc704\uce58 \uc2dc\uc7a5\uc774 AI, \ud074\ub77c\uc6b0\ub4dc, \uc9c0\uc18d \uac00\ub2a5\uc131\uc774\ub77c\ub294 \uac70\ub300\ud55c \ud750\ub984 \uc18d\uc5d0\uc11c \ub04a\uc784\uc5c6\uc774 \uc9c4\ud654\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ub77c\uc6b0\ud130 \ubc0f \uc2a4\uc704\uce58 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2024\ub144 552\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc600\ub358 \uc2dc\uc7a5\uc740 2025\ub144 572.4\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc2a4\uc704\uce58 \ud50c\ub7ab\ud3fc\uc740 \uc2a4\ud30c\uc778-\ub9ac\ud504 \ub370\uc774\ud130\uc13c\ud130 \uc544\ud0a4\ud14d\ucc98 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 62.5%\ub85c \ub9e4\ucd9c\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc740 \uac1c\ubc29\ud615 \ub124\ud2b8\uc6cc\ud0b9 \ubc30\ud3ec\uc5d0 \uc758\ud574 \ucd94\uc9c4\ub418\ub294 \ubd84\ub9ac\ud615 \ub77c\uc6b0\ud130(Disaggregated Routers)\ub85c, 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.18%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ub300\uaddc\ubaa8 \ud1b5\uc2e0 \ud604\ub300\ud654\uc5d0 \ud798\uc785\uc5b4 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 4.01%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 WAN \ud604\ub300\ud654 \ubc0f SD-WAN \ucc44\ud0dd \uc99d\uac00, 400G\/800G \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\uc704\uce58\uc5d0 \ub300\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc218\uc694, \ub124\ud2b8\uc6cc\ud06c \uc7a5\ube44\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc758\ubb34\ud654, \uc9c0\uc815\ud559\uc801 \uacf5\uae09\uc5c5\uccb4 \uc81c\uc7ac\ub85c \uc778\ud55c \uacf5\uae09\ub9dd \uc7ac\ud3b8 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, AI\/ML \uc6cc\ud06c\ub85c\ub4dc\uc758 \ubb34\uc190\uc2e4, \uc800\uc9c0\uc5f0 \ud328\ube0c\ub9ad \uc694\uad6c\uc0ac\ud56d\uacfc \uc624\ud508\uc18c\uc2a4 NOS \ubc0f \ub124\ud2b8\uc6cc\ud06c \ubd84\ub9ac \uacbd\uc81c\uc131\ub3c4 \uc911\uc694\ud55c \uc131\uc7a5 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uae30\uc5c5\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc18c\ud654 \ubc0f \uc2a4\uc704\uce58 \uc7ac\uace0 \uacfc\uc789, \uace0\uc131\ub2a5 ASIC\uc6a9 \uce69 \uacf5\uae09 \ubd80\uc871, \uc911\uad6d OEM\uc5d0 \ub300\ud55c \uaddc\uc81c \uc81c\ud55c, \ub808\uac70\uc2dc \uc5e3\uc9c0 \uc0ac\uc774\ud2b8\uc758 \uc804\ub825 \ubc00\ub3c4 \uc99d\uac00 \ubc0f \ub0c9\uac01 \ud55c\uacc4 \ub4f1\uc774 \uc5b8\uae09\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\ub77c\uc6b0\ud130, \uc2a4\uc704\uce58), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\/\ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130\uc13c\ud130, \uae30\uc5c5, SMB\/SOHO), \ud3ec\ud2b8 \uc18d\ub3c4(10Gbps \uc774\ud558, 25\/40Gbps, 100Gbps, 400Gbps, 800Gbps \uc774\uc0c1), \uadf8\ub9ac\uace0 \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\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\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. Cisco Systems, Huawei Technologies, Juniper Networks, Arista Networks, Hewlett Packard Enterprise, Nokia, Dell Technologies, NVIDIA \ub4f1 \uc8fc\uc694 \ubca4\ub354\ub4e4\uc758 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5 \ub4f1\uc774 \uc0c1\uc138\ud788 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc5f0\uad6c \ubc29\ubc95\ub860, \uc2dc\uc7a5 \uac1c\uc694, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uac00\uaca9 \ubd84\uc11d \ub4f1 \ud3ec\uad04\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c\uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub3c4 \uc81c\uacf5\ud558\uc5ec \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc5d0 \ud544\uc694\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uc2dc\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-30482","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\/30482"}],"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=30482"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/30482\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=30482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=30482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=30482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}