{"id":31346,"date":"2026-02-08T18:15:15","date_gmt":"2026-02-08T18:15:15","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/gan-substrate-market-mordor\/"},"modified":"2026-04-03T15:27:17","modified_gmt":"2026-04-03T06:27:17","slug":"gan-substrate-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/gan-substrate-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 GaN \uae30\ud310 \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\/gan-substrate-market-1758237371649-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\/gan-substrate-market-size-image-1758606593934.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 EV \uc628\ubcf4\ub4dc \uace0\uc18d \ucda9\uc804 \uc2dc\uc2a4\ud15c \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc800\uacb0\ud568 \ub124\uc774\ud2f0\ube0c GaN \uc6e8\uc774\ud37c\ub97c \ud544\uc694\ub85c \ud558\ub294 \ub9c8\uc774\ud06c\ub85c LED \ub514\uc2a4\ud50c\ub808\uc774 \uc0dd\uc0b0 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uace0\uc5f4\uc804\ub3c4\uc131 GaN-on-SiC \uae30\ud310 \uc218\uc694\ub97c \uac00\uc18d\ud654\ud558\ub294 \ud1b5\uc2e0 5G\/6G PA \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.4 6\uc778\uce58 HVPE \uc790\ub9bd\ud615 GaN \uc0dd\uc0b0\uc758 \uae09\uc18d\ud55c \ud655\ub300\uac00 cm\u00b2\ub2f9 \ube44\uc6a9 \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc815\ubd80 \uc9c0\uc6d0 \uc6e8\uc774\ud37c \uc7ac\ud65c\uc6a9(\ub808\uc774\uc800 \uc2ac\ub77c\uc774\uc2f1) \ud504\ub85c\uadf8\ub7a8\uc73c\ub85c \uae30\ud310 \ube44\uc6a9 40% \uc774\uc0c1 \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.6 \uadf9\ud55c\uc758 \uc804\ub825 \ubc00\ub3c4\ub97c \uc704\ud55c \ub2e4\uc774\uc544\ubaac\ub4dc \ud1b5\ud569 GaN \uae30\ud310\uc5d0 \ub300\ud55c \ubca4\ucc98 \ud22c\uc790<\/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 Si \ubc0f SiC \ub300\ube44 \ub192\uc740 \uc6e8\uc774\ud37c \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc778\ud574 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ubd80\ubb38\uc5d0\uc11c\uc758 \ucc44\ud0dd \uc81c\ud55c<\/li>\n<li class=\"toc-level-3\">4.3.2 6\uc778\uce58 \uc6e8\uc774\ud37c\uc758 \uc804\uc704 \ud074\ub7ec\uc2a4\ud130\ub85c \uc778\ud55c \uc18c\uc790 \uc218\uc728 \uc190\uc2e4<\/li>\n<li class=\"toc-level-3\">4.3.3 HVPE\/\uc554\ubaa8\ub178\uc5f4 \uc7a5\ube44 \ubc0f \uc5fc\uc18c \uac00\uc2a4\uc758 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.4 2024\ub144 \uc911\uad6d \uaddc\uc81c \uc774\ud6c4 \uac08\ub968 \uc6d0\ub8cc\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c \uc704\ud5d8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \/ \uacf5\uae09\ub9dd \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 \uacbd\uc7c1 \uac15\ub3c4<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uae30\ud310 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc0ac\ud30c\uc774\uc5b4 \uae30\ubc18 GaN<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2e4\ub9ac\ucf58 \uae30\ubc18 GaN<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud0c4\ud654\uaddc\uc18c \uae30\ubc18 GaN<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub124\uc774\ud2f0\ube0c GaN (GaN \uae30\ubc18 GaN)<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub2e4\uc774\uc544\ubaac\ub4dc \uae30\ubc18 GaN<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 2\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.2.2 4\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.2.3 6\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.2.4 8\uc778\uce58 \uc774\uc0c1<\/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 \ubc1c\uad11 \ub2e4\uc774\uc624\ub4dc (LED)<\/li>\n<li class=\"toc-level-3\">5.3.2 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.3.4 \ubb34\uc120 \uc8fc\ud30c\uc218 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.3.5 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/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 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc0b0\uc5c5 \ubc0f \uc804\ub825<\/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 \uc0dd\uba85 \uacfc\ud559<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.4.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.4.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.4.1.3 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.4.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.4.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.4.2.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-3\">5.5.5 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \uae30\ud0c0 \ub0a8\ubbf8<\/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(\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 Sumitomo Electric Industries, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Mitsubishi Chemical Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Wolfspeed, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Shin-Etsu Chemical Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 SCIOCS Company, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Kyma Technologies, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Suzhou Nanowin Science and Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 PAM-Xiamen Powerway Advanced Material Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Advanced Engineering Materials Limited<\/li>\n<li class=\"toc-level-3\">6.4.10 Dowa Electronics Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Nitride Semiconductors Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 EpiGaN N.V. (Soitec Belgium)<\/li>\n<li class=\"toc-level-3\">6.4.13 Suzhou GLC Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 CorEnergy Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Dongguan Sino Crystal Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Powdec K.K.<\/li>\n<li class=\"toc-level-3\">6.4.17 Homray Material Technology (Shenzhen) Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Eta Research, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Rubicon Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Sanan Semiconductor Technology Co., Ltd.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GaN \uae30\ud310 \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p>\uc9c8\ud654\uac08\ub968(GaN) \uae30\ud310 \uc2dc\uc7a5\uc740 2025\ub144 0.35\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 0.60\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 11.37%\uc5d0 \ub2ec\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc804\uae30\ucc28 \ucda9\uc804 \uc2dc\uc2a4\ud15c, 5G\/6G \ub124\ud2b8\uc6cc\ud06c, \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \ubcc0\ud658 \ub4f1\uc5d0\uc11c \ub354 \ub192\uc740 \uc804\ub825 \ubc00\ub3c4\uc640 \uc6b0\uc218\ud55c \uc5f4 \uad00\ub9ac\uac00 \uc694\uad6c\ub428\uc5d0 \ub530\ub77c \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc774 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(wide-bandgap) \uc18c\uc7ac\ub85c \uc804\ud658\ub418\ub294 \ucd94\uc138\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uc218\uc18c\ud654\ubb3c \uae30\uc0c1 \uc5d0\ud53c\ud0dd\uc2dc(HVPE) \uae30\uc220\uc758 \uc9c0\uc18d\uc801\uc778 \ubc1c\uc804\uc73c\ub85c 6\uc778\uce58 \uc790\ub9bd\ud615 GaN \uae30\ud310\uc758 \uc0c1\uc5c5\uc801 \uc0dd\uc0b0 \ube44\uc6a9\uc774 \uc808\uac10\ub418\uace0 \uc788\uc73c\uba70, \ub808\uc774\uc800 \uc2ac\ub77c\uc774\uc2f1 \ud504\ub85c\uadf8\ub7a8\uc740 \uae30\ud310 \ube44\uc6a9\uc744 40% \uc774\uc0c1 \uc808\uac10\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ubbf8\uad6d CHIPS \ubc0f \uacfc\ud559\ubc95(Wolfspeed\uc5d0 7.5\uc5b5 \ub2ec\ub7ec \uc9c0\uc6d0)\uacfc \uc720\ub7fd \ubc18\ub3c4\uccb4\ubc95(Infineon\uc5d0 10\uc5b5 \uc720\ub85c \uc9c0\uc6d0)\uacfc \uac19\uc740 \uacf5\uacf5 \ubd80\ubb38\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\ub294 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uac00\uc18d\ud654\ud558\uace0 \uacf5\uae09\ub9dd \ud0c4\ub825\uc131\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc5ec\uc804\ud788 \uc2dc\uc7a5 \uc810\uc720\uc728\uc5d0\uc11c \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uc804\uc6a9 GaN \uae30\uc220 \ud5c8\ube0c\uc640 \uc5f0\ubc29 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \ube60\ub978 \uc18d\ub3c4\ub85c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \uae30\ud310 \uc720\ud615\ubcc4: 2024\ub144 GaN \uae30\ud310 \uc2dc\uc7a5\uc5d0\uc11c GaN-on-sapphire\uac00 64.32%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc804\ub825 \uc804\uc790 \ubd84\uc57c\uac00 GaN \uae30\ud310 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, \ud2b9\ud788 \uc804\uae30\ucc28 \ucda9\uc804\uae30 \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58\uc5d0\uc11c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. RF \ubc0f \uad11\uc804\uc790 \ubd84\uc57c \ub610\ud55c GaN \uae30\ud310 \uae30\uc220\uc758 \ubc1c\uc804\uacfc \ud568\uaed8 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc2dc\uc124\uacfc \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc2dc\uc7a5\uc758 \uc874\uc7ac\ub85c \uc778\ud574 GaN \uae30\ud310 \uc2dc\uc7a5\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\uc640 \uc720\ub7fd\uc740 \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0\uacfc \uae30\uc220 \ud601\uc2e0\uc5d0 \ud798\uc785\uc5b4 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778: 5G \ud1b5\uc2e0\ub9dd\uc758 \ud655\uc0b0, \uc804\uae30\ucc28(EV) \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28(HEV) \uc2dc\uc7a5\uc758 \uc131\uc7a5, \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc694\uad6c \uc99d\ub300, \uadf8\ub9ac\uace0 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c\uc758 \ubc1c\uc804\uc774 GaN \uae30\ud310 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2dc\uc7a5 \uacfc\uc81c: GaN \uae30\ud310\uc758 \ub192\uc740 \uc0dd\uc0b0 \ube44\uc6a9, \ub300\uad6c\uacbd \uae30\ud310 \uc0dd\uc0b0\uc758 \uae30\uc220\uc801 \uc5b4\ub824\uc6c0, \uadf8\ub9ac\uace0 \uae30\uc874 \uc2e4\ub9ac\ucf58 \uae30\ubc18 \uc194\ub8e8\uc158\uacfc\uc758 \uacbd\uc7c1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc9c0\uc18d\uc801\uc778 \uae30\uc220 \uac1c\ubc1c\uacfc \uaddc\ubaa8\uc758 \uacbd\uc81c \ub2ec\uc131\uc744 \ud1b5\ud574 \uc774\ub7ec\ud55c \uacfc\uc81c\ub4e4\uc774 \uc810\ucc28 \ud574\uc18c\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5:<br \/>\nWolfspeed, Inc., Infineon Technologies AG, Sumitomo Electric Industries, Ltd., Mitsubishi Chemical Corporation, Qorvo, Inc., STMicroelectronics N.V., MACOM Technology Solutions Holdings, Inc., GaN Systems Inc., Transphorm, Inc., AXT, Inc. \ub4f1\uc774 GaN \uae30\ud310 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\uc785\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \uc5f0\uad6c \uac1c\ubc1c \ud22c\uc790, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc9c8\ud654\uac08\ub968(GaN) \uae30\ud310 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5\uc758 \ud604\uc7ac \ubc0f \ubbf8\ub798 \uc804\ub9dd, \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825, \uc81c\uc57d \uc694\uc778, \uae30\uc220 \ub3d9\ud5a5, \uacbd\uc7c1 \ud658\uacbd \ub4f1\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\nGaN \uae30\ud310 \uc2dc\uc7a5\uc740 2025\ub144 0.35\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 0.60\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uc804\uae30\ucc28(EV) \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ucc44\ud0dd \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 11.89%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc758 \ud1b5\ud569\ub41c \uacf5\uae09\ub9dd \ub355\ubd84\uc5d0 \uc804 \uc138\uacc4 GaN \uae30\ud310 \ucd9c\ud558\ub7c9\uc758 \uc57d 70%\ub97c \ucc28\uc9c0\ud558\uba70 \uc81c\uc870 \uc5ed\ub7c9\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ub825:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 EV \uc628\ubcf4\ub4dc \uace0\uc18d \ucda9\uc804 \uc2dc\uc2a4\ud15c\uc5d0\uc11c\uc758 \ucc44\ud0dd \uc99d\uac00, \uc800\uacb0\ud568 \ub124\uc774\ud2f0\ube0c GaN \uc6e8\uc774\ud37c\ub97c \uc694\uad6c\ud558\ub294 \ub9c8\uc774\ud06c\ub85c LED \ub514\uc2a4\ud50c\ub808\uc774 \uc0dd\uc0b0\uc758 \uae09\uc99d, \uace0\uc5f4\uc804\ub3c4\uc131 GaN-on-SiC \uae30\ud310\uc5d0 \ub300\ud55c 5G\/6G \ud1b5\uc2e0 PA(\uc804\ub825 \uc99d\ud3ed\uae30) \uad6c\ucd95 \uc218\uc694 \uac00\uc18d\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, 6\uc778\uce58 HVPE(\uc218\uc18c\ud654\ubb3c \uae30\uc0c1 \uc5d0\ud53c\ud0dd\uc2dc) \ub3c5\ub9bd\ud615 GaN \uc0dd\uc0b0\uc758 \ube60\ub978 \uaddc\ubaa8 \ud655\ub300\uc640 \uc815\ubd80 \uc9c0\uc6d0 \uc6e8\uc774\ud37c \uc7ac\ud65c\uc6a9(\ub808\uc774\uc800 \uc2ac\ub77c\uc774\uc2f1) \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud55c \uae30\ud310 \ube44\uc6a9 40% \uc774\uc0c1 \uc808\uac10 \ub178\ub825\uc740 GaN \uae30\ud310\uc758 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf9\ud55c\uc758 \uc804\ub825 \ubc00\ub3c4\ub97c \uc704\ud55c \ub2e4\uc774\uc544\ubaac\ub4dc \ud1b5\ud569 GaN \uae30\ud310\uc5d0 \ub300\ud55c \ubca4\ucc98 \ud22c\uc790 \ub610\ud55c \uc911\uc694\ud55c \ub3d9\ub825\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 \ubc0f \uacfc\uc81c:<br \/>\nGaN \uae30\ud310 \uc2dc\uc7a5\uc740 \uc2e4\ub9ac\ucf58(Si) \ubc0f \ud0c4\ud654\uaddc\uc18c(SiC) \ub300\ube44 \ub192\uc740 \uc6e8\uc774\ud37c \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc778\ud574 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ubd80\ubb38\uc5d0\uc11c\uc758 \ucc44\ud0dd\uc774 \uc81c\ud55c\ub418\ub294 \uacfc\uc81c\ub97c \uc548\uace0 \uc788\uc2b5\ub2c8\ub2e4. 6\uc778\uce58 \uc6e8\uc774\ud37c\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc2a4\ub808\ub529 \uc804\uc704 \ud074\ub7ec\uc2a4\ud130\ub85c \uc778\ud55c \uc18c\uc790 \uc218\uc728 \uc190\uc2e4\uacfc HVPE\/\uc554\ubaa8\ub178\uc5f4 \uc7a5\ube44 \ubc0f \uc5fc\uc18c \uac00\uc2a4 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1\ub3c4 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc785\ub2c8\ub2e4. 2024\ub144 \uc911\uad6d\uc758 \uac08\ub968 \uc6d0\ub8cc \uc218\ucd9c \ud1b5\uc81c \uc774\ud6c4 \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c \uc704\ud5d8 \ub610\ud55c \uc2dc\uc7a5\uc5d0 \ubd88\ud655\uc2e4\uc131\uc744 \ub354\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc7ac GaN \uc6e8\uc774\ud37c\ub294 SiC\ubcf4\ub2e4 50~80% \ube44\uc2f8\uc9c0\ub9cc, \ub808\uc774\uc800 \uc2ac\ub77c\uc774\uc2f1 \ubc0f HVPE \uaddc\ubaa8 \ud655\ub300\ub97c \ud1b5\ud574 \uac00\uaca9 \uaca9\ucc28\uac00 \uc810\ucc28 \uc904\uc5b4\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ub3d9\ud5a5 \ubc0f \uc911\uc694\uc131:<br \/>\n8\uc778\uce58 \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uc740 \uc6e8\uc774\ud37c\ub2f9 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uace0 cm\u00b2\ub2f9 \ube44\uc6a9\uc744 \ub0ae\ucdb0 \uace0\uc6a9\ub7c9 \uc804\ub825 \uc18c\uc790 \ubd84\uc57c\uc5d0\uc11c GaN\uc758 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\ub294 \ub370 \uc911\uc694\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 6\uc778\uce58 \uc774\uc0c1 \ub300\uad6c\uacbd GaN \uae30\ud310\uc758 \uc8fc\uc694 \uae30\uc220\uc801 \ub09c\uad00\uc740 \ub192\uc740 \uc2a4\ub808\ub529 \uc804\uc704 \ubc00\ub3c4\ub85c, \uc774\ub294 \uc18c\uc790 \uc218\uc728\uc744 \uc800\ud558\uc2dc\ucf1c \uacb0\ud568 \uac10\uc18c\ub97c \uc704\ud55c \uc9d1\uc911\uc801\uc778 \uc5f0\uad6c \uac1c\ubc1c\uc774 \uc694\uad6c\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uacbd\uc7c1 \ud658\uacbd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uae30\ud310 \uc720\ud615(GaN-on-Sapphire, GaN-on-Silicon, GaN-on-Silicon Carbide, Native GaN, GaN-on-Diamond), \uc6e8\uc774\ud37c \ud06c\uae30(2\uc778\uce58, 4\uc778\uce58, 6\uc778\uce58, 8\uc778\uce58 \uc774\uc0c1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(LED, \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc, \uc804\ub825 \ubc18\ub3c4\uccb4, RF \uc18c\uc790 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, \ud1b5\uc2e0, \uc0b0\uc5c5 \ubc0f \uc804\ub825, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ud5ec\uc2a4\ucf00\uc5b4 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8)\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f Sumitomo Electric Industries, Mitsubishi Chemical Corporation, Wolfspeed \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 GaN \uae30\ud310 \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud0dc\uc640 \ubbf8\ub798 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uc774\ud574\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \uc911\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-31346","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\/31346"}],"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=31346"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/31346\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=31346"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=31346"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=31346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}