{"id":30497,"date":"2026-02-08T09:40:41","date_gmt":"2026-02-08T09:40:41","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/contract-manufacturing-market-mordor\/"},"modified":"2026-03-27T10:01:47","modified_gmt":"2026-03-27T01:01:47","slug":"contract-manufacturing-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/contract-manufacturing-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc704\ud0c1 \uc0dd\uc0b0 \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\/contract-manufacturing-market-1750949091582-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\/contract-manufacturing-market-size-image-1764215248228.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 USMCA \uc9c0\uc5ed\uc758 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1 \uc758\ubb34 \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc544\uc2dc\uc544 Tier-1 EMS \uae30\uc5c5\ub4e4\uc758 AI \uae30\ubc18 \u201c\uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac\u201d \uac1c\uc870<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc720\ub7fd\uc758 \uc81c\uc57d \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \uae34\uae09 CMDO \uc544\uc6c3\uc18c\uc2f1 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc911\uad6d \ubc0f \ud55c\uad6d\uc758 EV \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc544\uc6c3\uc18c\uc2f1<\/li>\n<li class=\"toc-level-3\">4.2.5 GCC \ud604\uc9c0\ud654 \uae30\uae08 (\ube44\uc804 2030)\uc774 CMO \uc124\ub9bd \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc2e0\uc18d\ud55c \uc18c\ube44\uc7ac \ucd9c\uc2dc\ub97c \uc704\ud55c \uc18c\ub7c9 3D \ud504\ub9b0\ud305 \ucc44\ud0dd<\/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 \uad6d\uacbd \uac04 \ud234\ub9c1 \uc774\uc804 \uc2dc \uc9c0\uc801 \uc7ac\uc0b0\uad8c \uc720\ucd9c \uc18c\uc1a1 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 EU \uadf8\ub9b0 \ub51c \uc2a4\ucf54\ud504-3 \ubc30\ucd9c\ub7c9 \uac10\uc0ac\ub85c \uc778\ud55c \uaddc\uc815 \uc900\uc218 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131\uc774 EMS \uc608\uce21 \uc65c\uace1<\/li>\n<li class=\"toc-level-3\">4.3.4 \uace0\uc815\ubc00 \ubc14\uc774\uc624\uc758\uc57d\ud488 \ucda9\uc804 \ubc0f \ub9c8\uac10 \ubd84\uc57c\uc758 \uc219\ub828 \ub178\ub3d9\uc790 \ubd80\uc871<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ub610\ub294 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \uc0b0\uc5c5 \ub9e4\ub825\ub3c4 &#8211; \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.7 \uae00\ub85c\ubc8c \uc81c\uc870 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud1b5\ucc30<\/li>\n<li class=\"toc-level-2\">4.8 \uc9c0\uc815\ud559 \ubc0f \uacf5\uae09\ub9dd \uc911\ub2e8 \uc601\ud5a5 \ud3c9\uac00<\/li>\n<li class=\"toc-level-2\">4.9 \ud22c\uc790 \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, USD \uc2ed\uc5b5)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc0b0\uc5c5\ubcc4 \/ \ucd5c\uc885 \uc6a9\ub3c4 \ubd80\ubb38\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc81c\uc57d, \ud5ec\uc2a4\ucf00\uc5b4 &amp; \uc758\ub8cc\uae30\uae30<\/li>\n<li class=\"toc-level-4\">5.1.1.1 API &amp; FDF (\uc800\ubd84\uc790)<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \uc0dd\ubb3c\ud559\uc801 \uc81c\uc81c \uc81c\uc870 (\uc138\ud3ec &amp; \uc720\uc804\uc790 \uce58\ub8cc, \ub2e8\uc77c\ud074\ub860\ud56d\uccb4)<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \ub274\ud2b8\ub77c\uc288\ud2f0\uceec \/ \uc77c\ubc18\uc758\uc57d\ud488<\/li>\n<li class=\"toc-level-4\">5.1.1.4 \uc758\ub8cc\uae30\uae30 (\uc9c4\ub2e8, \uc218\uc220 \ub4f1)<\/li>\n<li class=\"toc-level-4\">5.1.1.5 \uae30\ud0c0 (\uc18c\ubaa8\ud488)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc804\uc790 &amp; \ubc18\ub3c4\uccb4<\/li>\n<li class=\"toc-level-4\">5.1.2.1 \uac00\uc804\uc81c\ud488 (\uc2a4\ub9c8\ud2b8\ud3f0, IoT \uae30\uae30 \ub4f1)<\/li>\n<li class=\"toc-level-4\">5.1.2.2 \uc0b0\uc5c5\uc6a9 &amp; IoT \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-4\">5.1.2.3 \ud1b5\uc2e0 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.2.4 \ucef4\ud4e8\ud305 &amp; \ub370\uc774\ud130 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-4\">5.1.2.5 \ubc18\ub3c4\uccb4 \uc870\ub9bd, \ud328\ud0a4\uc9d5 &amp; \ud14c\uc2a4\ud2b8 (OSAT)<\/li>\n<li class=\"toc-level-4\">5.1.2.6 \uae30\ud0c0 (\uc790\ub3d9\ucc28 \uc804\uc790\uc81c\ud488, \uc2e0\uc7ac\uc0dd &amp; \uc804\ub825 \uc804\uc790\uc81c\ud488 \ub4f1)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-4\">5.1.3.1 \ud30c\uc6cc\ud2b8\ub808\uc778 \ubd80\ud488 (\ub0b4\uc5f0\uae30\uad00, \uc804\uae30 &amp; \ud558\uc774\ube0c\ub9ac\ub4dc)<\/li>\n<li class=\"toc-level-4\">5.1.3.2 EV \ubc30\ud130\ub9ac \ud329<\/li>\n<li class=\"toc-level-4\">5.1.3.3 \ub0b4\uc678\uc7a5 \uc870\ub9bd\ud488<\/li>\n<li class=\"toc-level-4\">5.1.3.4 \uc784\ubca0\ub514\ub4dc \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-4\">5.1.3.5 ADAS \/ \uc790\uc728\uc8fc\ud589 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc18c\ube44\uc7ac<\/li>\n<li class=\"toc-level-4\">5.1.4.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-4\">5.1.4.2 \ud37c\uc2a4\ub110 \ucf00\uc5b4 &amp; \uc6e8\uc5b4\ub7ec\ube14<\/li>\n<li class=\"toc-level-4\">5.1.4.3 \uae30\ud0c0 (\ub3c4\uad6c &amp; \ud558\ub4dc\uc6e8\uc5b4, \uc7a5\ub09c\uac10 &amp; \ub808\ud06c\ub9ac\uc5d0\uc774\uc158 \uc7a5\ube44)<\/li>\n<li class=\"toc-level-3\">5.1.5 \ud56d\uacf5\uc6b0\uc8fc &amp; \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.1.6 \uc0b0\uc5c5 \uae30\uacc4<\/li>\n<li class=\"toc-level-3\">5.1.7 \uc12c\uc720 &amp; \uc758\ub958<\/li>\n<li class=\"toc-level-4\">5.1.7.1 \uc758\ub958 \uc81c\uc870<\/li>\n<li class=\"toc-level-4\">5.1.7.2 \uae30\ud0c0 (\uc0b0\uc5c5\uc6a9 \uc12c\uc720, \ud648 \ud14d\uc2a4\ud0c0\uc77c)<\/li>\n<li class=\"toc-level-3\">5.1.8 \uc2dd\uc74c\ub8cc<\/li>\n<li class=\"toc-level-4\">5.1.8.1 \uc2dd\ud488 \uac00\uacf5<\/li>\n<li class=\"toc-level-4\">5.1.8.2 \uc74c\ub8cc \ubcd1\uc785<\/li>\n<li class=\"toc-level-4\">5.1.8.3 \ud3ec\uc7a5 &amp; \ub77c\ubca8\ub9c1<\/li>\n<li class=\"toc-level-3\">5.1.9 \ud37c\uc2a4\ub110 \ucf00\uc5b4 &amp; \ud654\uc7a5\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uacc4\uc57d \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc7a5\uae30 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud504\ub85c\uc81d\ud2b8 \uae30\ubc18 \/ \ub2e8\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \ud398\ub8e8<\/li>\n<li class=\"toc-level-4\">5.3.2.4 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \ubca0\ub124\ub8e9\uc2a4 (\ubca8\uae30\uc5d0, \ub124\ub35c\ub780\ub4dc, \ub8e9\uc148\ubd80\ub974\ud06c)<\/li>\n<li class=\"toc-level-4\">5.3.3.7 \ubd81\uc720\ub7fd (\ub374\ub9c8\ud06c, \ud540\ub780\ub4dc, \uc544\uc774\uc2ac\ub780\ub4dc, \ub178\ub974\uc6e8\uc774, \uc2a4\uc6e8\ub374)<\/li>\n<li class=\"toc-level-4\">5.3.3.8 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.4.4 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.3.4.5 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.4.6 \uc544\uc138\uc548 (\uc778\ub3c4\ub124\uc2dc\uc544, \ud0dc\uad6d, \ud544\ub9ac\ud540, \ub9d0\ub808\uc774\uc2dc\uc544, \ubca0\ud2b8\ub0a8)<\/li>\n<li class=\"toc-level-4\">5.3.4.7 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \uce74\ud0c0\ub974<\/li>\n<li class=\"toc-level-4\">5.3.5.4 \ucfe0\uc6e8\uc774\ud2b8<\/li>\n<li class=\"toc-level-4\">5.3.5.5 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.3.5.6 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.3.5.7 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.5.8 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.9 \uc911\ub3d9 \ubc0f \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, \uc81c\ud488 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)}\n<ul>\n<li class=\"toc-level-3\">6.4.1 Hon Hai Precision ( Foxconn )<\/li>\n<li class=\"toc-level-3\">6.4.2 Flex Ltd<\/li>\n<li class=\"toc-level-3\">6.4.3 Jabil Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Celestica Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Wistron Corp.<\/li>\n<li class=\"toc-level-3\">6.4.6 Sanmina Corp.<\/li>\n<li class=\"toc-level-3\">6.4.7 Benchmark Electronics Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Pegatron Corp.<\/li>\n<li class=\"toc-level-3\">6.4.9 Plexus Corp.<\/li>\n<li class=\"toc-level-3\">6.4.10 Universal Scientific Industrial Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.11 BYD Electronics<\/li>\n<li class=\"toc-level-3\">6.4.12 Compal Electronics Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Shenzhen Kaifa Tech Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.14 Kimball Electronics<\/li>\n<li class=\"toc-level-3\">6.4.15 Venture Corporation Ltd<\/li>\n<li class=\"toc-level-3\">6.4.16 SMTC Corp.<\/li>\n<li class=\"toc-level-3\">6.4.17 Lonza Group Ltd<\/li>\n<li class=\"toc-level-3\">6.4.18 Catalent Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Thermo Fisher Scientific ( Patheon )<\/li>\n<li class=\"toc-level-3\">6.4.20 Samsung Biologics<\/li>\n<li class=\"toc-level-3\">6.4.21 Boehringer Ingelheim BioXcellence<\/li>\n<li class=\"toc-level-3\">6.4.22 Fujifilm Diosynth Biotechnologies<\/li>\n<li class=\"toc-level-3\">6.4.23 Recipharm AB<\/li>\n<li class=\"toc-level-3\">6.4.24 Baxter BioPharma Solutions<\/li>\n<li class=\"toc-level-3\">6.4.25 Pharmavite LLC*<\/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 &amp; \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2025-2030)<\/p>\n<p>\uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc740 2025\ub144 7,243\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 9,668\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.98%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ube0c\ub79c\ub4dc \uc18c\uc720\uc8fc\ub4e4\uc774 \uc790\uc0b0 \uacbd\ub7c9\ud654 \uc6b4\uc601 \ubaa8\ub378\ub85c \uc804\ud658\ud558\uace0, \uc804\ubb38 \uc0dd\uc0b0 \ub2e8\uacc4\ub97c \uc544\uc6c3\uc18c\uc2f1\ud558\uba70, \uc9c0\uc815\ud559\uc801 \ub9c8\ucc30\ub85c \uc778\ud55c \uacf5\uae09\ub9dd \ucda9\uaca9\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 \uc0dd\uc0b0 \uac70\uc810\uc744 \ub2e4\uac01\ud654\ud558\ub294 \ucd94\uc138\uc5d0 \ud798\uc785\uc740 \ubc14 \ud07d\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1 \uc778\uc13c\ud2f0\ube0c, \uac78\ud504 \uc9c0\uc5ed\uc758 \uad6d\ubd80 \ud380\ub4dc \ud22c\uc790, \uc544\uc2dc\uc544 \uc804\uc790 \uc81c\uc870 \uc11c\ube44\uc2a4(EMS) \uae30\uc5c5\ub4e4\uc758 \uc790\ub3d9\ud654 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \uc900\uc218, \uc9c0\uc801 \uc7ac\uc0b0\uad8c \ubcf4\ud638, \uc2e0\uc18d\ud55c \uc124\uacc4 \ubc18\ubcf5\uc744 \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \ud30c\ud2b8\ub108\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uacf5\uae09\uc5c5\uccb4 \uc120\uc815 \uae30\uc900\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uc81c\uc57d \ubd84\uc57c\uc758 \uacc4\uc57d \uac1c\ubc1c \ubc0f \uc81c\uc870 \uc870\uc9c1(CDMO) \uac04\uc758 \ud1b5\ud569\uc740 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc774\ub294 \ud55c\ud3b8, EMS \uae30\uc5c5\ub4e4\uc740 \uc778\uac74\ube44 \uacbd\uc7c1\ub825 \uc57d\ud654\uc5d0 \ub300\uc751\ud558\uc5ec AI \uae30\ubc18 \uacf5\uc7a5\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   USMCA \uc9c0\uc5ed\uc758 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1 \ud655\ub300: USMCA(\ubbf8\uad6d-\uba55\uc2dc\ucf54-\uce90\ub098\ub2e4 \ud611\uc815)\uc5d0 \ub530\ub978 \ubd81\ubbf8 \uc815\ucc45\uc758 \uc5f0\uc18d\uc131\uc740 \uc870\ub9bd \ub77c\uc778\uc758 \ub3d9\uc544\uc2dc\uc544\uc5d0\uc11c \uba55\uc2dc\ucf54\ub85c\uc758 \uc774\uc804\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144\uc5d0\ub9cc \uba55\uc2dc\ucf54\uc5d0\uc11c 35\ub9cc \uac1c\uc758 \ub9ac\uc1fc\uc5b4\ub9c1 \uc77c\uc790\ub9ac\uac00 \ucc3d\ucd9c\ub418\uc5c8\uc73c\uba70, CHIPS Act\uc5d0 \ub530\ub978 527\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \uc778\uc13c\ud2f0\ube0c\uac00 \uc774\ub7ec\ud55c \uc804\ud658\uc744 \ub354\uc6b1 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54\uc758 \ub300\ubbf8 \uc218\ucd9c\uc740 2024\ub144 \uc804\ub144 \ub300\ube44 4.6% \uc99d\uac00\ud558\uc5ec \uc911\uad6d\uc758 \uc218\ucd9c\ub7c9\uc744 \ucd94\uc6d4\ud558\uba70 \uc774\ub7ec\ud55c \ubcc0\ud654\ub97c \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uadfc\uc811\uc131\uc740 \ub354 \ube60\ub978 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubcc0\uacbd \uc8fc\ubb38, \uc5c4\uaca9\ud55c \ud488\uc9c8 \uac10\ub3c5, \ub0ae\uc740 \ubb3c\ub958 \uc704\ud5d8\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \uc219\ub828 \ub178\ub3d9\ub825 \ubc0f \uc778\ud504\ub77c \uc900\ube44 \uc0c1\ud0dc\ub294 \uc5ec\uc804\ud788 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 Tier-1 EMS \uae30\uc5c5\uc758 AI \uae30\ubc18 \uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac \uac1c\uc870: \ud3ed\uc2a4\ucf58\uc758 FoxBrain \ud50c\ub7ab\ud3fc\uc740 \uc2e0\uaddc \uc0dd\uc0b0 \uc124\uc815 \uc791\uc5c5\uc758 80% \uc790\ub3d9\ud654\ub97c \uac00\ub2a5\ud558\uac8c \ud588\uc73c\uba70, \uc774\ub294 \ub2e4\ub978 \uae30\uc5c5\ub4e4\ub3c4 AI \ub3c4\uc785\uc744 \uac15\ud654\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc138\uacc4\uacbd\uc81c\ud3ec\ub7fc\uc758 &#8220;\ub4f1\ub300 \uacf5\uc7a5&#8221; \uc9c0\uc815 \uc0ac\ub840\ub294 \ub514\uc9c0\ud138 \uc804\ud658\ub41c \uc2dc\uc124\uc5d0\uc11c 190%\uc758 \uc0dd\uc0b0\uc131 \ud5a5\uc0c1\uacfc 45%\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \ub300\ud615 EMS \uae30\uc5c5\ub4e4\uc740 \uc18c\uaddc\ubaa8 \uae30\uc5c5\ub4e4\uc774 \uc5f0\uc18d\uc801\uc778 \uc5c5\uadf8\ub808\uc774\ub4dc \uc8fc\uae30\ub97c \uac10\ub2f9\ud558\uae30 \uc5b4\ub824\uc6cc\ud558\ub294 \ub3d9\uc548 \uc5ed\ub7c9 \uaca9\ucc28\ub97c \ud655\ub300\ud558\uace0 \uc788\uc73c\uba70, \uc608\uce21 \uc720\uc9c0\ubcf4\uc218, \uc2e4\uc2dc\uac04 \uacb0\ud568 \uac10\uc9c0, \uc790\uc728 \uc778\ud2b8\ub85c\uc9c0\uc2a4\ud2f1\uc2a4\ub294 \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \uc544\ub2cc \ud544\uc218 \uc694\uc18c\uac00 \ub418\uc5b4 \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc744 \uae30\uc220 \uc911\uc2ec\uc758 \uacbd\uc7c1 \ud328\ub7ec\ub2e4\uc784\uc73c\ub85c \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\uc57d \ubd80\ubb38\uc758 CDMO \uc544\uc6c3\uc18c\uc2f1 \uc99d\uac00: \ucf54\ub85c\ub09819 \ubc31\uc2e0 \uc758\ubb34\ud654\ub85c \uc778\ud574 \uc720\ub7fd\uc758 \ubc14\uc774\uc624\uc758\uc57d\ud488 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uc804\ud658\ub418\uace0, \uc81c\uc57d\uc0ac\ub4e4\uc774 \ube44\ud575\uc2ec \uacf5\uc7a5\uc744 \ub9e4\uac01\ud558\uba74\uc11c CDMO\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\uac00 \uac00\uc18d\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\ub294 2024\ub144 33\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc2e0\uaddc \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uace0 \ub2e4\uc12f \ubc88\uc9f8 \uacf5\uc7a5\uc73c\ub85c \uc124\uce58 \uc6a9\ub7c9\uc744 784,000\ub9ac\ud130\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. \ub860\uc790(Lonza)\ub294 \ub85c\uc288(Roche)\uc758 \ubc14\uce74\ube4c(Vacaville) \uc2dc\uc124\uc744 12\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \ubbf8\uad6d \ubc14\uc774\uc624\uc758\uc57d\ud488 \uc0dd\uc0b0 \uacf5\uac04\uc744 330,000\ub9ac\ud130 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4. CDMO\ub294 \uc774\uc81c \uac1c\ubc1c, \uc2a4\ucf00\uc77c\uc5c5 \ubc0f \uaddc\uc81c \uc9c0\uc6d0\uc744 \ud1b5\ud569\ud558\uc5ec \uac00\uaca9 \uacb0\uc815\ub825\uc744 \ub192\uc774\uace0 \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc744 \ub354\uc6b1 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc544\uc6c3\uc18c\uc2f1: \ucc28\uc138\ub300 \ud654\ud559 \ubb3c\uc9c8\uc774 \ubc18\ub3c4\uccb4 \ub4f1\uae09\uc758 \uc870\ub9bd \ud45c\uc900\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc5f4 \uad00\ub9ac \ubaa8\ub4c8\uc744 \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc544\uc6c3\uc18c\uc2f1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ubbf8\uad6d \uc2dc\uc7a5 \uc811\uadfc\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc77c\ub9ac\ub178\uc774\uc640 \ubaa8\ub85c\ucf54\uc5d0 270\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uacf5\uc7a5\uc744 \ucc29\uacf5\ud588\uc2b5\ub2c8\ub2e4. \ud55c\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc804\ubb38 \uc9c0\uc2dd\uc744 \ud65c\uc6a9\ud558\uc5ec \uae30\uc874 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4\uac00 \ubcf5\uc81c\ud560 \uc218 \uc5c6\ub294 \uace0\uae09 \uc778\ud130\ud398\uc774\uc2a4 \uc7ac\ub8cc\ub97c \uc124\uacc4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. &#8220;\uc6b0\ub824 \uc678\uad6d \uae30\uc5c5&#8221; \uaddc\uc815\uc5d0 \ub530\ub978 \uac15\ud654\ub41c \uc870\uc0ac\ub294 \uc774\uc911 \uc18c\uc2f1\uc744 \ucd09\uc9c4\ud558\uc5ec \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5 \ub0b4 \uc804\ubb38 \uacc4\uc57d\uc5c5\uccb4\uc758 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   GCC \uc9c0\uc5ed\uc758 Vision 2030\uc5d0 \ub530\ub978 \ud604\uc9c0\ud654 \ud22c\uc790: \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, UAE, \uc774\uc9d1\ud2b8\uac00 \uad6d\ubd80 \ud380\ub4dc\ub97c \uc0b0\uc5c5 \ub2e4\uac01\ud654\uc5d0 \ud22c\uc785\ud558\uba74\uc11c \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 9.2%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8\ub294 \uc800\ub834\ud55c \ub179\uc0c9 \uc804\uae30\ub97c \uacf5\uae09\ud558\uc5ec \uc54c\ub8e8\ubbf8\ub284 \uc81c\ub828\uc18c \ubc0f \ud2b9\uc218 \ud654\ud559 \uacf5\uc7a5\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\uc57d \uae30\uc5c5\ub4e4\uc740 \uc790\uc720 \uad6c\uc5ed \uc778\uc13c\ud2f0\ube0c\uc640 \uc2e0\ud765 \uc2dc\uc7a5\uacfc\uc758 \uadfc\uc811\uc131\uc744 \uc8fc\ubaa9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \uad6d\uacbd \uac04 \ud234\ub9c1 \uc774\uc804 \uad00\ub828 IP \uc720\ucd9c \uc18c\uc1a1 \uc99d\uac00: 2019\ub144\uc5d0\uc11c 2024\ub144 \uc0ac\uc774\uc5d0 \uc790\ub3d9\ucc28 \ud2b9\ud5c8 \uc18c\uc1a1\uc774 150% \uae09\uc99d\ud588\uc73c\uba70, 1\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\ub294 \uc18c\uc1a1 \ud310\uacb0\uc774 \ube48\ubc88\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc18c\uc1a1\uc758 63%\ub294 \ube44\uc2e4\uc2dc \ud2b9\ud5c8\uad8c\uc790(NPE)\uc5d0 \uc758\ud574 \uc81c\uae30\ub418\uc5c8\uc73c\uba70, \uc885\uc885 \ubc95\uc801 \uc644\ucda9 \uc7a5\uce58\uac00 \uc81c\ud55c\uc801\uc778 \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\ub97c \ud45c\uc801\uc73c\ub85c \uc0bc\uc558\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc704\ud5d8 \uc99d\uac00\ub294 \uace0\ube44\uc6a9\uc758 \uc5d0\uc2a4\ud06c\ub85c \ud504\ub85c\ud1a0\ucf5c, \uc554\ud638\ud654\ub41c \ub370\uc774\ud130 \ub8f8 \ubc0f \uc804\ubb38 \ubcf4\ud5d8\uc744 \uc720\ubc1c\ud558\uc5ec \ud55c\ub54c \ud574\uc678 \ud234\ub9c1\uc5d0\uc11c \uc5bb\uc5c8\ub358 \uac00\uaca9 \uc774\uc810\uc744 \uc57d\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   EU \uadf8\ub9b0 \ub51c Scope-3 \ubc30\ucd9c\ub7c9 \uac10\uc0ac\ub85c \uc778\ud55c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \uc0c1\uc2b9: \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc740 2026\ub144\uae4c\uc9c0 \ucca0\uac15 \uc9d1\uc57d\uc801 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \ud1a4\ub2f9 16%\uae4c\uc9c0 \uc778\uc0c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Scope-3 \ubcf4\uace0 \uaddc\uce59\uc740 \uc804 \uc138\uacc4 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc5c5\uc2a4\ud2b8\ub9bc \ud0c4\uc18c \ud568\ub7c9\uc744 \ucd94\uc801\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uba70, \uc804\uccb4 \uac00\uce58 \uc0ac\uc2ac\uc758 \ub514\uc9c0\ud138 \ud2b8\uc708\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uc81c\uc870\uc5c5\uccb4\ub294 \ubc30\ucd9c\ub7c9 \uc778\uc99d\uc5d0 \ubd88\uade0\ud615\uc801\uc778 \ube44\uc6a9\uc744 \uc9c1\uba74\ud558\uac8c \ub418\uba70, \uc774\ub294 \uaddc\uc81c \uc900\uc218 \uc5ed\ub7c9\uc774 \uc720\ub7fd \uc2dc\uc7a5 \uc811\uadfc\uc758 \uc804\uc81c \uc870\uac74\uc774 \ub418\uba74\uc11c \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5 \ub0b4 \ud1b5\ud569\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c EMS \uc608\uce21 \uc5b4\ub824\uc6c0: \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \ubd88\uc548\uc815\uc131\uc740 EMS \uae30\uc5c5\uc758 \uc0dd\uc0b0 \uacc4\ud68d \ubc0f \uc608\uce21\uc744 \uc5b4\ub835\uac8c \ub9cc\ub4e4\uc5b4 \ud6a8\uc728\uc131\uc744 \uc800\ud574\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uc815\ubc00 \ubc14\uc774\uc624\uc758\uc57d\ud488 \ucda9\uc804-\ub9c8\uac10 \ubd84\uc57c\uc758 \uc219\ub828 \ub178\ub3d9\uc790 \ubd80\uc871: \ud2b9\ud788 \ubd81\ubbf8\uc640 \uc720\ub7fd \uc9c0\uc5ed\uc5d0\uc11c \uace0\uc815\ubc00 \ubc14\uc774\uc624\uc758\uc57d\ud488 \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \uc219\ub828\ub41c \uc778\ub825 \ubd80\uc871\uc740 \uc7a5\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>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n    *   \uc804\uc790\uc81c\ud488\uc740 2024\ub144 \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 35.45%\ub97c \ucc28\uc9c0\ud558\uba70 \uc808\ub300\uc801\uc778 \ub9e4\ucd9c\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0, \uc11c\ubc84, AI \uac00\uc18d\uae30 \ubb3c\ub7c9\uc740 EMS \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc790\ub3d9\ud654 \ud22c\uc790 \uc0c1\uac01\uc744 \uc704\ud55c \uaddc\ubaa8\ub97c \uc81c\uacf5\ud558\uc5ec \uc218\uc775\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uadf8\ub7ec\ub098 \uc81c\uc57d \ubd80\ubb38\uc740 \ubcf5\uc7a1\ud55c \ubc14\uc774\uc624\uc758\uc57d\ud488\uc774 \uba78\uade0 \ucc98\ub9ac, \ubd84\uc11d \ubc0f \uaddc\uc81c \ubb38\uc11c\ud654 \uc544\uc6c3\uc18c\uc2f1\uc744 \uc8fc\ub3c4\ud558\uba74\uc11c 2030\ub144\uae4c\uc9c0 9.8%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 \uc544\uc6c3\uc18c\uc2f1\uc740 \uc804\uae30\ucc28 \ucc44\ud0dd\uacfc \ud568\uaed8 \ud655\uc7a5\ub418\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \ubc18\ub3c4\uccb4 \ub4f1\uae09\uc758 \uacf5\ucc28\ub97c \uc694\uad6c\ud558\ub294 \ubc30\ud130\ub9ac \ubaa8\ub4c8 \ubc0f \uc804\ub825 \uc804\uc790 \ubd80\ubb38\uc5d0\uc11c \ub450\ub4dc\ub7ec\uc9d1\ub2c8\ub2e4.<br \/>\n    *   \uc18c\ube44\uc7ac \ube0c\ub79c\ub4dc\ub294 \ub9c8\uc774\ud06c\ub85c \ub85c\ud2b8 3D \ud504\ub9b0\ud305\uc744 \ucc44\ud0dd\ud558\uc5ec SKU\ub97c \uac1c\uc778\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud5a5\ud6c4 5\ub144\uac04 \uc911\uacac \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5 \ubd80\ubb38\uc744 5% \uc774\uc0c1\uc758 CAGR\ub85c \uc131\uc7a5\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n    *   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc740 \uc778\uc99d \ubb38\uc81c\ub85c \uc778\ud574 \uafb8\uc900\ud55c \uc131\uc7a5\uc138\ub97c \uc720\uc9c0\ud558\uba70, \uc12c\uc720 \uc0b0\uc5c5\uc740 \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud574 \uc0dd\uc0b0 \ub2a5\ub825 \uacf5\uc720 \ubaa8\ub378\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc804\uc790\uc81c\ud488 \uacf5\uc815 \ub178\ud558\uc6b0\uac00 \uae4a\uc740 \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc0b0\uc5c5 \uac04 \uc2dc\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0\uc5d0 \ub9de\ucdb0\uc9c4 \ud45c\uba74 \uc2e4\uc7a5 \uae30\uc220(SMT) \ub77c\uc778\uc740 \uc758\ub8cc\uc6a9 \uc6e8\uc5b4\ub7ec\ube14 \ubc0f \ubc30\ud130\ub9ac \uad00\ub9ac \uc7a5\uce58\ub97c \uad6c\ucd95\ud558\ub294 \ub370 \uc810\uc810 \ub354 \ub9ce\uc774 \uc0ac\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c \ubc14\uc774\uc624\uc758\uc57d\ud488 CDMO\ub294 \uc77c\ud68c\uc6a9 \ubc14\uc774\uc624\ub9ac\uc561\ud130 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc218\uc758\ud559 \ubc31\uc2e0 \ubc0f \uc2e0\uaddc \uc2dd\ud488 \ub2e8\ubc31\uc9c8\uc5d0 \uc801\uc6a9\ud558\uc5ec \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ub2e4\uac01\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \uc735\ud569\uc774 \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc744 \uc7ac\ud3b8\ud558\uba74\uc11c \uc138\uadf8\uba3c\ud2b8 \uacbd\uacc4\uac00 \ubaa8\ud638\ud574\uc9c0\uace0 \uc0c8\ub85c\uc6b4 \uc9c4\uc785\uc790\ub4e4\uc774 \uc720\uc785\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uacc4\uc57d \uc720\ud615\ubcc4:<br \/>\n    *   \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc740 2024\ub144 \ub9e4\ucd9c\uc758 60.54%\ub97c \ucc28\uc9c0\ud558\uba70, \uc81c\ud488 \ubcf5\uc7a1\uc131 \uc99d\uac00, \uc790\uaca9 \ubd80\uc5ec \uc8fc\uae30 \ubc0f \uaddc\uc81c \uc5c4\uaca9\ud654\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uc804\uc6a9 \ud074\ub9b0\ub8f8, \uace0\ucc98\ub9ac\ub7c9 \uc2a4\ud06c\ub9ac\ub2dd \ubc0f \uc5f0\uc18d \uc81c\uc870 \ub77c\uc778\uc5d0 \ub300\ud55c \uacf5\ub3d9 \ud22c\uc790\ub294 \uc778\uc13c\ud2f0\ube0c\ub97c \uc870\uc815\ud558\uace0 \uc7a5\uae30\uc801\uc778 \ub9e4\ucd9c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\ub294 2037\ub144\uae4c\uc9c0 \uc5f0\uc7a5\ub418\ub294 \ub2e4\ub144 \ubc14\uc774\uc624\uc758\uc57d\ud488 \uacf5\uae09 \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uc5ec \ucd5c\uc2e0 \uacf5\uc7a5\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \ube0c\ub79c\ub4dc\ub294 \uc124\uacc4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ud1b5\ud569\ub41c \ud30c\ud2b8\ub108\uc5d0\uac8c \ud488\uc9c8\uc5d0 \uc911\uc694\ud55c \ub2e8\uacc4\ub97c \uc704\ud0c1\ud558\uc5ec \uacf5\ub3d9 \uac70\ubc84\ub10c\uc2a4\ub97c \ud1b5\ud574 \uc9c0\uc801 \uc7ac\uc0b0\uad8c\uc744 \ubcf4\ud638\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud504\ub85c\uc81d\ud2b8 \uae30\ubc18 \uacc4\uc57d\uc740 7.5%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc73c\uba70, AI \ucd94\ub860 \uac00\uc18d\uae30 \ubc0f \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ubc30\ud130\ub9ac \ubaa8\ub4c8\uacfc \uac19\uc774 \ube60\ub978 \uae30\uc220 \uc5c5\ub370\uc774\ud2b8\uac00 \ud2b9\uc9d5\uc778 \uc2dc\uc7a5\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc81c\ud488 \uac04\uc5d0 \uc2e0\uc18d\ud558\uac8c \uc804\ud658\ud560 \uc218 \uc788\ub294 \ubaa8\ub4c8\uc2dd \ub77c\uc778 \uc124\uacc4\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\ub294 \uc720\uc5f0\ud55c \uc790\ub3d9\ud654 \uc140\uacfc \ub77c\uc778 \ubcc0\uacbd \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ub514\uc9c0\ud138 \ud2b8\uc708\uc73c\ub85c \ub300\uc751\ud569\ub2c8\ub2e4. \uc774 \ubaa8\ub378\uc740 \uc9c0\uc5ed \uc804\ubb38 \uae30\uc5c5\uc744 \uc704\ud55c \uc9c4\uc785\uc810\uc744 \uc81c\uacf5\ud558\uba70, \uae4a\uc740 \ud1b5\ud569\ubcf4\ub2e4 \ubbfc\ucca9\uc131\uc744 \uc911\uc2dc\ud558\ub294 \uacc4\uc57d \uc81c\uc870 \uc0b0\uc5c5 \ubd80\ubb38\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2024\ub144 \ub9e4\ucd9c\uc758 45.67%\ub97c \uc720\uc9c0\ud558\uba70 \ube44\uc6a9, \uc0dd\ud0dc\uacc4 \ubc00\ub3c4 \ubc0f \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc778\uc7ac \uce21\uba74\uc5d0\uc11c \ud655\uace0\ud55c \uc774\uc810\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc6e8\uc774\ud37c \ud339, \uae30\ud310 \uacf5\uae09\uc5c5\uccb4 \ubc0f \ucd5c\uc885 \uc870\ub9bd\uc744 \ud558\ub098\uc758 \ud074\ub7ec\uc2a4\ud130\ub85c \ud1b5\ud569\ud558\uc5ec \ub2e4\ub978 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \ucc3e\uc544\ubcfc \uc218 \uc5c6\ub294 \uaddc\ubaa8\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \ubca0\ud2b8\ub0a8, \uc778\ub3c4, \ub9d0\ub808\uc774\uc2dc\uc544\ub294 \ube0c\ub79c\ub4dc\uac00 \uc9c0\uc815\ud559\uc801 \ub178\ucd9c\uc744 \ub2e4\uac01\ud654\ud568\uc5d0 \ub530\ub77c \ucd08\uacfc \uc218\uc694\ub97c \ud761\uc218\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ed\uc2a4\ucf58(Foxconn) \ubc0f \ud398\uac00\ud2b8\ub860(Pegatron)\uacfc \uac19\uc740 \ub300\ub9cc \uac70\ub300 \uae30\uc5c5\ub4e4\uc740 \uad00\uc138\uc5d0 \ub300\ube44\ud558\uae30 \uc704\ud574 \uba55\uc2dc\ucf54 \ubc0f \ubbf8\uad6d \uacf5\uc7a5\uc5d0 12\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcd1\ub82c \uc0dd\uc0b0 \uac70\uc810\uc740 \uc704\ud5d8\uc744 \uc644\ucda9\ud558\uba74\uc11c\ub3c4 \uc544\uc2dc\uc544 \uc911\uc2ec\uc758 \uacf5\uae09\ub9dd \uc2dc\ub108\uc9c0\ub97c \uc720\uc9c0\ud558\uc5ec \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc774 \uc9c0\uc5ed\uc801\uc73c\ub85c \uace0\uc815\ub418\uc5b4 \uc788\uc74c\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8\ub294 \ubc18\ub3c4\uccb4 \ubc0f \uc815\ubc00 \uac00\uacf5 \ub2a5\ub825\uc744 \ubd80\ud65c\uc2dc\ud0a4\ub294 \uc5f0\ubc29 \ubc0f \uc8fc \uc815\ubd80\uc758 \ub3d9\uae30\ud654\ub41c \uc778\uc13c\ud2f0\ube0c\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud14d\uc0ac\uc2a4 \uad6d\uacbd \uadfc\ucc98\uc758 \uba55\uc2dc\ucf54 \uc0b0\uc5c5 \ub2e8\uc9c0\ub294 USMCA\uc5d0 \ub530\ub978 \ubb34\uad00\uc138 \uc811\uadfc\uc744 \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud558\ub294 \uc544\uc2dc\uc544 \ubc0f \ubbf8\uad6d \ud22c\uc790\uc790\ub4e4\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc758 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc14\uc774\uc624\uc758\uc57d\ud488 \ud5c8\ube0c\ub294 \ud655\ub9bd\ub41c \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \ud65c\uc6a9\ud558\uc5ec \uace0\ubd80\uac00\uac00\uce58 \ud504\ub85c\uc81d\ud2b8\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc2dc\uae30\uc801\uc808\ud55c \uc778\ud504\ub77c \uc5c5\uadf8\ub808\uc774\ub4dc \ubc0f \uc778\ub825 \uae30\uc220 \ud5a5\uc0c1 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ub530\ub77c \uc911\uac04 \ud55c \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uc774\ub8f0 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, UAE, \uc774\uc9d1\ud2b8\uac00 \uad6d\ubd80 \ud380\ub4dc\ub97c \uc0b0\uc5c5 \ub2e4\uac01\ud654\uc5d0 \ud22c\uc785\ud558\uba74\uc11c 9.2%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8\ub294 \uc800\ub834\ud55c \ub179\uc0c9 \uc804\uae30\ub97c \uacf5\uae09\ud558\uc5ec \uc54c\ub8e8\ubbf8\ub284 \uc81c\ub828\uc18c \ubc0f \ud2b9\uc218 \ud654\ud559 \uacf5\uc7a5\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\uc57d \uae30\uc5c5\ub4e4\uc740 \uc790\uc720 \uad6c\uc5ed \uc778\uc13c\ud2f0\ube0c\uc640 \uc2e0\ud765 \uc2dc\uc7a5\uacfc\uc758 \uadfc\uc811\uc131\uc744 \uc8fc\ubaa9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc131\uacf5\uc740 \ud604\uc9c0 \uc5d4\uc9c0\ub2c8\uc5b4 \uad50\uc721 \ubc0f \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uae00\ub85c\ubc8c \ubb3c\ub958 \ud68c\ub791\uc5d0 \ud1b5\ud569\ud558\ub294 \ub370 \ub2ec\ub824 \uc788\uc73c\uba70, \ub2e4\uad6d\uc801 \uae30\uc5c5\ub4e4\uc740 \ud569\uc791 \ud22c\uc790 \ubc0f \uc9c0\uc2dd \uc774\uc804 \uc870\ud56d\uc744 \ud1b5\ud574 \uc774\ub7ec\ud55c \uacfc\uc81c\ub97c \ud574\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd\uc740 \ub192\uc740 \uc5d0\ub108\uc9c0 \uac00\uaca9\uacfc \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud574 \uc81c\uc57d\uc744 \ubc1b\uace0 \uc788\uc9c0\ub9cc, \ud56d\uacf5\uc6b0\uc8fc, \uc0dd\uba85 \uacfc\ud559 \ubc0f \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubd84\uc57c\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\uc704\uc2a4, \ub3c5\uc77c, \uc544\uc77c\ub79c\ub4dc\uc758 CDMO\ub294 \uc720\ub9ac\ud55c \uc138\uae08 \ubc0f IP \ud504\ub808\uc784\uc6cc\ud06c\ub97c \ud1b5\ud574 \uc9c0\uc5ed \uc804\ubc18\uc758 \ube44\uc6a9 \uc555\ub825\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub7b5\uc801 \uc790\uc728\uc131 \ub17c\uc7c1\uc740 \uad6d\ubc29 \ubc0f \uc758\ub8cc \uc81c\ud488\uc758 \ud604\uc9c0 \uc0dd\uc0b0 \uc758\ubb34\ud654\ub97c \ucd09\uc9c4\ud558\uc5ec \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5 \ub0b4\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uc218\uc694 \ud480\uc744 \ucc3d\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc740 \uc804\ubc18\uc801\uc73c\ub85c \uc911\uac04 \uc218\uc900\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uc9c0\ub9cc, \ubd80\ubb38\ubcc4\ub85c \ud06c\uac8c \ub2e4\ub985\ub2c8\ub2e4. \uc0c1\uc704 5\uac1c \uc81c\uc57d CDMO\ub294 \ub178\ubcf4 \ud640\ub529\uc2a4(Novo Holdings)\uc758 \uce74\ud0c8\ub80c\ud2b8(Catalent) 165\uc5b5 \ub2ec\ub7ec \uc778\uc218\uc5d0 \ub530\ub77c \ubc14\uc774\uc624\uc758\uc57d\ud488 \uc0dd\uc0b0 \ub2a5\ub825\uc758 45% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ub300\uc870\uc801\uc73c\ub85c, \uc0c1\uc704 5\uac1c EMS \uacf5\uae09\uc5c5\uccb4\ub294 \uc804\uc790 \uc870\ub9bd \ub9e4\ucd9c\uc758 4\ubd84\uc758 1\ub9cc\uc744 \ud1b5\uc81c\ud558\uba70, \uc774\ub294 \uc9c0\uc5ed \uc804\ubb38 \uae30\uc5c5\ub4e4\uc758 \ud30c\ud3b8\ud654\ub41c \uae34 \uaf2c\ub9ac\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \ud1b5\ud569 \uae30\uc5c5\ub4e4\uc740 \uae30\uc220 \uaca9\ucc28\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \ub860\uc790(Lonza)\uc758 \ub85c\uc288(Roche) \ubc14\uce74\ube4c(Vacaville) \uc2dc\uc124 \uc778\uc218\ub294 \ud3ec\uc720\ub958 \uc138\ud3ec \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud588\uc73c\uba70, \ud50c\ub809\uc2a4(Flex)\ub294 AI \ub370\uc774\ud130 \uc13c\ud130 \uc218\uc694\ub97c \ucad3\uae30 \uc704\ud574 \ub2ec\ub77c\uc2a4 \uc804\ub825 \uc778\ud504\ub77c \uacf5\uc7a5\uc5d0 \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\uc758 S-HiConTM\uacfc \uac19\uc740 \ub3c5\uc810 \uacf5\uc815 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \ucd5c\uc18c\ud55c\uc758 \uc810\ub3c4 \ubcc0\ud654\ub85c \uace0\ub18d\ub3c4 \ubc14\uc774\uc624\uc758\uc57d\ud488 \ucda9\uc804-\ub9c8\uac10\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc601\ud5a5\ub825\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<\/p>\n<p>AI \uae30\ubc18 \uc790\ub3d9\ud654\ub294 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub97c \ub192\uc5ec \uc7ac\ubb34 \uac74\uc804\uc131\uc774 \uac15\ud55c \uae30\uc874 \uae30\uc5c5\uc5d0 \uc720\ub9ac\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uace0\ud63c\ud569 \uc18c\ub7c9 \uc0dd\uc0b0 \ud2c8\uc0c8\uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \ubbfc\ucca9\uc131\uc5d0 \ubcf4\uc0c1\ud569\ub2c8\ub2e4. \uc720\ub7fd EMS \uae30\uc5c5\ub4e4\uc740 \uc591\uc790 \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \ubc0f \uace0\uc18d \ud1b5\uc2e0\uc744 \uc704\ud55c \uace0\uae09 \uad11\uc790 \ud1b5\ud569\uc744 \ud1b5\ud574 \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4. \uac78\ud504 \uc9c0\uc5ed CMO\ub294 \ubcf4\uc870\uae08 \uc9c0\uc6d0 \uc5d0\ub108\uc9c0 \ubc0f \uc0c8\ub85c\uc6b4 \ud56d\ub9cc \uc5f0\uacb0\uc744 \ud65c\uc6a9\ud558\uc5ec \uc5d0\ub108\uc9c0 \uc9d1\uc57d\uc801 \uacf5\uc815\uc5d0\uc11c \uacbd\uc7c1\uc5c5\uccb4\ubcf4\ub2e4 \uc800\ub834\ud55c \uac00\uaca9\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc740 OEM\uc774 \uc911\uc694\ud55c \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc744 \uc774\uc911 \uc18c\uc2f1\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uc5ec \uc774\uc804\uc5d0 \ud655\ubcf4\ud558\uae30 \uc5b4\ub824\uc6e0\ub358 \uc810\uc720\uc728\uc744 \uc911\uacac \uacc4\uc57d\uc5c5\uccb4\uc5d0 \ub118\uaca8\uc90d\ub2c8\ub2e4. \ud55c\ud3b8, \ud658\uacbd \uaddc\uc81c \uc900\uc218 \uc5ed\ub7c9\uc740 \uacb0\uc815\uc801\uc778 \uc870\ub2ec \uae30\uc900\uc73c\ub85c \ubd80\uc0c1\ud558\uc5ec \uc81c\uc870\uc5c5\uccb4\uc640 \ud0c4\uc18c \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uacf5\uae09\uc5c5\uccb4 \uac04\uc758 \uc81c\ud734\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uaddc\uc81c \uac15\ud654 \ubc0f IP \uc18c\uc1a1 \ube44\uc6a9 \uc99d\uac00\ub294 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5d0 \ub0b4\uc7a5\ub41c \ud1b5\ud569 QC, \uc0ac\uc774\ubc84 \ubcf4\uc548 \ubc0f \ubc95\ub960 \uc9c0\uc6d0 \uc2a4\uc704\ud2b8\uc758 \uac00\uce58\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\uc870\uc640 \uac80\uc99d, \ud3ec\uc7a5 \ubc0f \uae00\ub85c\ubc8c \uc720\ud1b5\uc744 \ubb36\uc744 \uc218 \uc788\ub294 \uae30\uc5c5\uc740 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ub204\ub9bd\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ucd94\uc801 \uc2dc\uc2a4\ud15c\uc774 \ubd80\uc871\ud55c \uae30\uc5c5\uc740 \ub9c8\uc9c4\uc774 \uce68\uc2dd\ub418\ub294 \uc0c1\ud488 \ubd80\ubb38\uc73c\ub85c \uc804\ub77d\ud560 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc0b0\uc5c5 \uad6c\uc870\ub294 \ud55c\ucabd \ub05d\uc5d0\ub294 \ub300\uaddc\ubaa8 \ub2e4\uad6d\uc801 \uae30\uc5c5, \ub2e4\ub978 \ud55c\ucabd \ub05d\uc5d0\ub294 \ucd08\uc804\ubb38 \uae30\uc5c5\uc73c\ub85c \uc591\uadf9\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5:<\/p>\n<p>*   Hon Hai Precision Industry Co., Ltd.<br \/>\n*   Jabil Inc.<br \/>\n*   Celestica Inc.<br \/>\n*   Flex Ltd<br \/>\n*   Wistron Corp.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 6\uc6d4: \ud398\uac00\ud2b8\ub860(Pegatron)\uc740 \uad00\uc138 \ub178\ucd9c\uc744 \uc0c1\uc1c4\ud558\uae30 \uc704\ud574 \ud14d\uc0ac\uc2a4 \uc11c\ubc84 \uc81c\uc870 \uc790\ud68c\uc0ac\uc5d0 8,500\ub9cc \ub2ec\ub7ec \ud22c\uc790\ub97c \uc2b9\uc778\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: \uc704\uc2a4\ud2b8\ub860(Wistron)\uc740 \ub2ec\ub77c\uc2a4 \ud1a0\uc9c0 \uad6c\ub9e4\ub97c \ud3ec\ud568\ud558\uc5ec \ubbf8\uad6d\uacfc \uba55\uc2dc\ucf54\uc758 AI \uc11c\ubc84 \uacf5\uc7a5\uc5d0 12\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\ub294 1\uc870 3\ucc9c\uc5b5 \uc6d0\uc758 1\ubd84\uae30 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud558\uace0 \ud50c\ub79c\ud2b8 5\ub97c \uac00\ub3d9\ud588\uc73c\uba70, \uc218\uc694 \ucda9\uc871\uc744 \uc704\ud574 \uc5ec\uc12f \ubc88\uc9f8 \uc2dc\uc124 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \ud3ec\uc2a4\ud2b8 \ud640\ub529\uc2a4(Post Holdings)\ub294 \uacc4\uc57d \uc2dd\ud488 \uac00\uacf5 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ud3ec\ud14c\uc774\ud1a0 \ud504\ub85c\ub355\uce20 \uc624\ube0c \uc544\uc774\ub2e4\ud638(Potato Products of Idaho)\ub97c \uc778\uc218\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc758 \ube0c\ub79c\ub4dc \uc18c\uc720 \uae30\uc5c5\uc744 \uc704\ud574 \uc81c\ud488\uc744 \uc81c\uc870, \uc870\ub9bd, \ud14c\uc2a4\ud2b8 \ubc0f \ud3ec\uc7a5\ud558\ub294 \uc81c3\uc790 \uacf5\uc7a5\uc758 \ucd1d \uc218\uc775\uc73c\ub85c \uc815\uc758\ub418\ub294 \uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<br \/>\n\uacc4\uc57d \uc81c\uc870 \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 5.98%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uc131\uc7a5\ud558\uc5ec 9,668\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud604\uc7ac \uc804\uc790 \uc0b0\uc5c5\uc774 \uc18c\ube44\uc790 \uae30\uae30, \uc0b0\uc5c5 \uc7a5\ube44 \ubc0f AI \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \ub192\uc740 \uc218\uc694\ub97c \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728 35.45%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 USMCA(\ubbf8\uad6d-\uba55\uc2dc\ucf54-\uce90\ub098\ub2e4 \ud611\uc815) \uc9c0\uc5ed\uc758 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1 \uc758\ubb34 \ud655\ub300, \uc544\uc2dc\uc544 Tier-1 EMS(\uc804\uc790 \uc81c\uc870 \uc11c\ube44\uc2a4) \uae30\uc5c5\ub4e4\uc758 AI \uae30\ubc18 &#8220;\uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac&#8221; \uac1c\uc870, \uc720\ub7fd\uc758 \uc758\uc57d\ud488 \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \uae34\uae09 CMDO(\uacc4\uc57d \uac1c\ubc1c \ubc0f \uc81c\uc870 \uc870\uc9c1) \uc544\uc6c3\uc18c\uc2f1 \uc99d\uac00, \uc911\uad6d \ubc0f \ud55c\uad6d\uc758 EV \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc544\uc6c3\uc18c\uc2f1, GCC(\uac78\ud504\ud611\ub825\ud68c\uc758) \uc9c0\uc5ed\uc758 Vision 2030 \uae30\uae08\uc5d0 \ub530\ub978 CMO(\uacc4\uc57d \uc81c\uc870 \uc870\uc9c1) \uc124\ub9bd \ucd09\uc9c4, \uadf8\ub9ac\uace0 \uc2e0\uc18d\ud55c \uc18c\ube44\uc7ac \ucd9c\uc2dc\ub97c \uc704\ud55c \ub9c8\uc774\ud06c\ub85c\ub78f 3D \ud504\ub9b0\ud305 \ucc44\ud0dd \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uad6d\uacbd \uac04 \ud234\ub9c1 \uc774\uc804 \uc2dc \uc9c0\uc801 \uc7ac\uc0b0\uad8c(IP) \uc720\ucd9c \uc18c\uc1a1 \uc99d\uac00, EU \uadf8\ub9b0 \ub51c Scope-3 \ubc30\ucd9c\ub7c9 \uac10\uc0ac\ub85c \uc778\ud55c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \uc0c1\uc2b9, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c EMS \uc608\uce21\uc758 \uc5b4\ub824\uc6c0, \uadf8\ub9ac\uace0 \uace0\uc815\ubc00 \ubc14\uc774\uc624 \uc758\uc57d\ud488 \ucda9\uc804-\uc644\uc81c \uacf5\uc815\uc758 \uc219\ub828 \ub178\ub3d9\uc790 \ubd80\uc871 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc138\ubd84\ud654<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc0b0\uc5c5\/\ucd5c\uc885 \uc0ac\uc6a9 \ubd80\ubb38(\uc758\uc57d\ud488, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc\uae30\uae30, \uc804\uc790 \ubc0f \ubc18\ub3c4\uccb4, \uc790\ub3d9\ucc28, \uc18c\ube44\uc7ac, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc0b0\uc5c5 \uae30\uacc4, \uc12c\uc720 \ubc0f \uc758\ub958, \uc2dd\uc74c\ub8cc, \uac1c\uc778 \uad00\ub9ac \ubc0f \ud654\uc7a5\ud488), \uacc4\uc57d \uc720\ud615(\uc7a5\uae30 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed, \ud504\ub85c\uc81d\ud2b8 \uae30\ubc18\/\ub2e8\uae30), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc0c1\uc138\ud558\uac8c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 Hon Hai Precision(Foxconn), Flex Ltd, Jabil Inc., Celestica Inc., Samsung Biologics, Lonza Group Ltd \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uacc4\uc57d \uc81c\uc870 \uae30\uc5c5\ub4e4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f \uc0c1\uc138 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uc5f0\uad6c \ubc29\ubc95\ub860<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c\ub294 OEM \uc18c\uc2f1 \ucc45\uc784\uc790, Tier-1 \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4 \uc784\uc6d0, \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4 \ubc0f \uc9c0\uc5ed \ubb34\uc5ed \ud611\ud68c \uad00\uacc4\uc790\uc640\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud3ec\ud568\ud558\ub294 1\ucc28 \uc5f0\uad6c\uc640 UN Comtrade, \ubbf8\uad6d \uc778\uad6c\uc870\uc0ac\uad6d, Eurostat \ub4f1 \uacf5\uacf5 \ub370\uc774\ud130\uc14b, \uae30\uc5c5 \uacf5\uc2dc \uc790\ub8cc, \ud2b9\ud5c8 \ubd84\uc11d \ubc0f \ub274\uc2a4 \ud53c\ub4dc\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \ud1b5\ud574 \uc218\ud589\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \uacb0\ud569\ud558\uc5ec \uc0b0\uc815\ub418\uc5c8\uc73c\uba70, \ub370\uc774\ud130\ub294 \uc5c4\uaca9\ud55c \uac80\uc99d \uacfc\uc815\uc744 \uac70\uccd0 \ub9e4\ub144 \uc5c5\ub370\uc774\ud2b8\ub429\ub2c8\ub2e4.<\/p>\n<p>7. \uc8fc\uc694 \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc758\uc57d\ud488 \uae30\uc5c5\ub4e4\uc774 \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uacfc \ubc14\uc774\uc624 \uc758\uc57d\ud488\uc758 \ubcf5\uc7a1\uc131\uc73c\ub85c \uc778\ud574 \ud1b5\ud569\uc801\uc778 \uac1c\ubc1c, \uc81c\uc870 \ubc0f \uaddc\uc81c \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\ub294 CDMO\ub85c \uc544\uc6c3\uc18c\uc2f1\uc744 \ub298\ub9ac\uace0 \uc788\uc73c\uba70, USMCA \uc778\uc13c\ud2f0\ube0c\uc640 \uacf5\uae09\ub9dd \uc704\ud5d8 \uc644\ud654\uac00 \uba55\uc2dc\ucf54 \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc73c\ub85c\uc758 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1\uc744 \ucd09\uc9c4\ud558\uc5ec \ube60\ub978 \ucc98\ub9ac \uc2dc\uac04\uacfc \uad00\uc138 \uc774\uc810\uc744 \uc81c\uacf5\ud55c\ub2e4\ub294 \uc810\uc744 \uac15\uc870\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-30497","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\/30497"}],"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=30497"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/30497\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=30497"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=30497"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=30497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}