{"id":32043,"date":"2026-02-09T01:51:24","date_gmt":"2026-02-09T01:51:24","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/optoelectronics-market-mordor\/"},"modified":"2026-09-11T17:38:00","modified_gmt":"2026-09-11T08:38:00","slug":"optoelectronics-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/optoelectronics-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uad11\uc804\uc790 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \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\/optoelectronics-market_1707372892405_Optoelectronics_Market_companhy_logo.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\/optoelectronics-market-size-image-1750306628915.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 \uc544\uc2dc\uc544 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 VCSEL \uae30\ubc18 3D \uac10\uc9c0 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc720\ub7fd\uc758 \uc5c4\uaca9\ud55c \uc790\ub3d9\ucc28 LED \uc870\uba85 \uc758\ubb34\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 \ubd81\ubbf8 \ub370\uc774\ud130 \uc13c\ud130\uc758 400G \uad11\uc12c\uc720 \ubaa8\ub4c8 \uc2e0\uc18d \ub3c4\uc785<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc2a4\ub9c8\ud2b8\uc2dc\ud2f0 \ud504\ub85c\uc81d\ud2b8\uc758 GaN LED\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc77c\ubcf8\uc758 \ub514\uc9c0\ud138 \uc758\ub8cc \uc601\uc0c1 \ubd90\uc774 CMOS \uc13c\uc11c \uc218\uc694 \uacac\uc778<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc911\ub3d9 \uad6d\ubc29 \ud604\ub300\ud654\uac00 \uc801\uc678\uc120 \uac10\uc9c0\uae30 \uc218\uc694 \ucd09\uc9c4<\/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 \ub9cc\uc131\uc801\uc778 GaN \uae30\ud310 \uacf5\uae09 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc18c\ube44\uc790\uc6a9 VCSEL \uc5b4\ub808\uc774\uc758 \ub192\uc740 \uc5f4 \uad00\ub9ac \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucca8\ub2e8 \uc774\ubbf8\uc9c0 \uc13c\uc11c \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc7a5\ubcbd<\/li>\n<li class=\"toc-level-3\">4.3.4 LED \uac00\uaca9 \ud558\ub77d\uc73c\ub85c \uc911\uad6d 2\ucc28 \uacf5\uae09\uc5c5\uccb4 \ub9c8\uc9c4 \uc555\ubc15<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uc0dd\ud0dc\uacc4 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\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<\/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 \uc7a5\uce58 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 LED<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc774\ubbf8\uc9c0 \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.1.4 \uad11\ucee4\ud50c\ub7ec<\/li>\n<li class=\"toc-level-3\">5.1.5 \ud0dc\uc591\uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.1.6 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\uce58 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc9c8\ud654\uac08\ub968 (GaN)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uac08\ub968\ube44\uc18c (GaAs)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud0c4\ud654\uaddc\uc18c (SiC)<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc778\ud654\uc778\ub4d0 (InP)<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc2e4\ub9ac\ucf58 \ubc0f \uae30\ud0c0<\/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 \uc870\uba85 \ubc0f \ub514\uc2a4\ud50c\ub808\uc774<\/li>\n<li class=\"toc-level-3\">5.3.2 \uad11\ud1b5\uc2e0 \ubc0f Li-Fi<\/li>\n<li class=\"toc-level-3\">5.3.3 \uac10\uc9c0 \ubc0f \uc774\ubbf8\uc9d5<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc804\ub825 \ubcc0\ud658 \ubc0f \ud0dc\uc591\uad11<\/li>\n<li class=\"toc-level-3\">5.3.5 \uad6d\ubc29 \ubc0f \ubcf4\uc548<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc815\ubcf4 \uae30\uc220 \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad6d\ubc29<\/li>\n<li class=\"toc-level-3\">5.4.6 \uc0b0\uc5c5 \uc790\ub3d9\ud654<\/li>\n<li class=\"toc-level-3\">5.4.7 \uc8fc\uac70 \ubc0f \uc0c1\uc5c5<\/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 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.2.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/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 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub3d9\ub0a8\uc544\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 {(\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)}\n<ul>\n<li class=\"toc-level-3\">6.4.1 Sony Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Samsung Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 ams-OSRAM AG<\/li>\n<li class=\"toc-level-3\">6.4.4 SK Hynix Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Panasonic Holdings Corp.<\/li>\n<li class=\"toc-level-3\">6.4.7 Signify N.V.<\/li>\n<li class=\"toc-level-3\">6.4.8 Nichia Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Texas Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.11 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.12 ON Semiconductor Corp.<\/li>\n<li class=\"toc-level-3\">6.4.13 Vishay Intertechnology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Renesas Electronics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.15 Rohm Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Omnivision Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Cree LED (Wolfspeed, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.18 LITE-ON Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.19 Sharp Corporation<\/li>\n<li class=\"toc-level-3\">6.4.20 Mitsubishi Electric Corp.<\/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>\uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2025-2030)<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<p>\uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5\uc740 2025\ub144 457\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144 591\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.24%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ucc28\uc138\ub300 3D \uc13c\uc2f1 \uae30\uc220\uc758 \ud655\uc0b0, AI \uae30\ubc18 \ub370\uc774\ud130\uc13c\ud130\uc758 \uace0\uc18d \uad11\ud559 \ub9c1\ud06c \uc218\uc694 \uc99d\uac00, \uc804\uae30\ucc28(EV)\uc6a9 \ucca8\ub2e8 \uc870\uba85 \ubc0f \uc774\ubbf8\uc9d5 \uc2dc\uc2a4\ud15c\uc758 \ubc1c\uc804 \ub4f1 \uad11\ubc94\uc704\ud55c \ubd84\uc57c\uc5d0\uc11c \ube44\ub86f\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ud601\uc2e0\uc740 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(wide-bandgap) \uc18c\uc7ac\uc758 \ud6a8\uc728\uc801\uc778 \uace0\uc8fc\ud30c \ubc0f \uace0\uc628 \uc791\ub3d9 \ub2a5\ub825, \uba54\ud0c0\ud45c\uba74 \uad11\ud559(metasurface optics) \ubc0f \ub2e4\uc911 \uc811\ud569 VCSEL(Vertical-Cavity Surface-Emitting Laser) \uc544\ud0a4\ud14d\ucc98\uc758 \ud1b5\ud569\uc744 \ud1b5\ud574 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc815\ucc45\uc801 \uc778\uc13c\ud2f0\ube0c\ub294 \uacf5\uae09\ub9dd \ubcf5\uc6d0\ub825 \uac15\ud654\ub97c \uc704\ud55c \uc9c0\uc5ed \ub0b4 \uc81c\uc870\ub97c \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc804\ub825 \ud6a8\uc728\uc131\uacfc \uc18c\ud615 \ud3fc\ud329\ud130\uac00 \uc911\uc694\ud55c \ubd84\uc57c\uc5d0\uc11c \uba54\ud0c0\ud45c\uba74 \uad11\ud559 \ub610\ub294 \ub2e4\uc911 \uc811\ud569 VCSEL \uc544\ud0a4\ud14d\ucc98\ub97c \ud1b5\ud569\ud558\ub294 \ub2a5\ub825\uc744 \ud1b5\ud574 \ud504\ub9ac\ubbf8\uc5c4 \uae30\ud68c\ub97c \ud3ec\ucc29\ud560 \uc218 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4. \ub610\ud55c, \uad6c\ub9e4\uc790\ub4e4\uc740 \ud575\uc2ec \ud22c\uc785\ubb3c\uc758 \ucd94\uc801 \uac00\ub2a5\ud55c \uc18c\uc2f1 \ubc0f \uc0c8\ub85c\uc6b4 \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815 \uc900\uc218 \uc5ec\ubd80\ub97c \uacf5\uae09\uc5c5\uccb4 \ud3c9\uac00\uc758 \uc911\uc694\ud55c \uc694\uc18c\ub85c \uace0\ub824\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc81c\ud488 \uc124\uacc4 \uacb0\uc815\uc5d0 \uc131\ub2a5\ub9cc\ud07c\uc774\ub098 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc740 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc7a5\uce58 \uc720\ud615\ubcc4: 2024\ub144 LED\uac00 \ub9e4\ucd9c \uc810\uc720\uc728 34%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc\ub294 2030\ub144\uae4c\uc9c0 6.8%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7a5\uce58 \uc7ac\ub8cc\ubcc4: 2024\ub144 \uc9c8\ud654\uac08\ub968(GaN)\uc774 \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5 \uc810\uc720\uc728 41%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud0c4\ud654\uaddc\uc18c(SiC)\ub294 2030\ub144\uae4c\uc9c0 7.4%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2024\ub144 \uc870\uba85 \ubc0f \ub514\uc2a4\ud50c\ub808\uc774\uac00 \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 37%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uad11\ud1b5\uc2e0 \ubc0f Li-Fi\ub294 2030\ub144\uae4c\uc9c0 5.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2024\ub144 \uac00\uc804\uc81c\ud488\uc774 \ub9e4\ucd9c \uc810\uc720\uc728 46%\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubd84\uc57c\uc758 \uad11\uc804\uc790 \ubd80\ud488 \ucc44\ud0dd\uc740 2030\ub144\uae4c\uc9c0 6.1%\uc758 CAGR\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2024\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ub9e4\ucd9c\uc758 52%\ub97c \ucc28\uc9c0\ud558\uba70 \uc555\ub3c4\uc801\uc778 \ube44\uc911\uc744 \ubcf4\uc600\uace0, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 7.9%\uc758 CAGR\uc744 \ub2ec\uc131\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uae00\ub85c\ubc8c \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30 (\uc131\uc7a5 \ub3d9\ub825)<\/p>\n<p>*   \uc544\uc2dc\uc544 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 VCSEL \uae30\ubc18 3D \uc13c\uc2f1 \ud655\uc0b0: \uc548\uc804\ud55c \uc548\uba74 \uc778\uc99d, \uacf5\uac04 \ube44\ub514\uc624 \ucea1\ucc98, \uc2e4\ub0b4 \ub0b4\ube44\uac8c\uc774\uc158\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub85c \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0\uc5d0\uc11c VCSEL\uc758 \uc5ed\ud560\uc774 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc911 \uc811\ud569 VCSEL \uc5b4\ub808\uc774\ub294 \uad11\ud559 \ucd9c\ub825\uc744 \ub192\uc774\uace0 \ubc30\ud130\ub9ac \uc18c\ubaa8\ub97c \uc904\uc5ec \uc0ac\uc6a9\uc790 \uacbd\ud5d8\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc911\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 VCSEL \uc2a4\ud0dd\uc758 \ud604\uc9c0\ud654\ub97c \ucd94\uc9c4\ud558\uba70 \ubc18\ub3c4\uccb4 \uc790\ub9bd \ubaa9\ud45c\uc5d0 \ubd80\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd\uc758 \uc5c4\uaca9\ud55c \uc790\ub3d9\ucc28 LED \uc870\uba85 \uc758\ubb34\ud654: \uc720\ub7fd\uc5f0\ud569\uc758 \uc548\uc804 \ud45c\uc900\uc740 \ub208\ubd80\uc2ec\uc744 \ucd5c\uc18c\ud654\ud558\uace0 \uc57c\uac04 \uc6b4\uc804 \ud3b8\uc758\uc131\uc744 \ub192\uc774\ub294 \uc801\uc751\ud615 LED \ud5e4\ub4dc\ub77c\uc774\ud2b8\ub97c \uc120\ud638\ud558\uba70, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc815\uad50\ud55c \uc870\uba85 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub9c8\uc774\ud06c\ub85c \uad11\ud559, \ub4dc\ub77c\uc774\ubc84, \uc13c\uc11c \ub4f1 \ubaa8\ub4c8 \ub0b4\uc7a5 \ubd80\ud488\uc758 \uac00\uce58\ub97c \ub192\uc5ec \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8 \ub370\uc774\ud130\uc13c\ud130\uc758 400G \uad11\uc12c\uc720 \ubaa8\ub4c8 \uc2e0\uc18d\ud55c \ub3c4\uc785: \ud074\ub77c\uc6b0\ub4dc \ubc0f \uc18c\uc15c \ubbf8\ub514\uc5b4 \uc6b4\uc601\uc790\ub4e4\uc740 AI \ubaa8\ub378 \ud6c8\ub828\uc744 \uc704\ud574 400G \ubc0f 800G \ub9c1\ud06c\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\ubc18 \ud2b8\ub79c\uc2dc\ubc84\ub294 \ube44\ud2b8\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \ub77c\uc778 \uce74\ub4dc \uc124\uacc4\ub97c \uac04\uc18c\ud654\ud558\uba70, \uc0c8\ub85c\uc6b4 \uc2e4\uc0ac \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc120\ud638\ub418\ub294 \uacf5\uae09\uc5c5\uccb4 \uc9c0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \ud504\ub85c\uc81d\ud2b8\uc758 GaN LED \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: \uc544\uc138\uc548(ASEAN) \uc9c0\uc5ed\uc758 \ub3c4\uc2dc \uac1c\uc870 \ud504\ub85c\uc81d\ud2b8\ub294 \uc5d0\ub108\uc9c0 \ud6a8\uc728 \ubaa9\ud45c \ub2ec\uc131 \ubc0f \ub514\uc9c0\ud138 \ub3c4\uc2dc \ud50c\ub7ab\ud3fc \uc9c0\uc6d0\uc744 \uc704\ud574 \uac00\ub85c\ub4f1, \uac04\ud310, \uc13c\uc11c \ub124\ud2b8\uc6cc\ud06c\uc5d0 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d GaN \uc7a5\uce58\ub97c \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uc815\ucc45 \ubcf4\uc870\uae08\uc740 \ucd08\uae30 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uc904\uc5ec \uc801\uc751\ud615 \uc870\uba85 \uc2dc\uc2a4\ud15c\uc758 \uc870\uae30 \ucc44\ud0dd\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc77c\ubcf8\uc758 CMOS \uc13c\uc11c \uae30\ubc18 \ub514\uc9c0\ud138 \uc758\ub8cc \uc601\uc0c1 \ubd90: \uc77c\ubcf8\uc5d0\uc11c \uac1c\ubc1c \uc911\uc778 \ud658\uc790 \uc7a5\ucc29\ud615 \uc774\ubbf8\uc9d5 \uc6e8\uc5b4\ub7ec\ube14\uc740 CMOS \uc13c\uc11c\uac00 \uc784\uc0c1 \ud658\uacbd\uc744 \ub118\uc5b4 \uc758\ub8cc \ubd84\uc57c\ub97c \ud655\uc7a5\ud558\ub294 \ubc29\uc2dd\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \uad6d\ubc29 \ud604\ub300\ud654\ub85c \uc778\ud55c \uc801\uc678\uc120 \uac10\uc9c0\uae30 \uc218\uc694 \uc99d\uac00: \uc911\ub3d9 \uc9c0\uc5ed\uc758 \uad6d\ubc29 \ud604\ub300\ud654\ub294 \uc801\uc678\uc120 \uac10\uc9c0\uae30 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc2dc\uc7a5 \uc131\uc7a5 \uc800\ud574 \uc694\uc778<\/p>\n<p>*   \ub9cc\uc131\uc801\uc778 GaN \uae30\ud310 \uacf5\uae09 \uc81c\uc57d: \ub3c5\ub9bd\ud615 GaN \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc774 \uc18c\uc218\uc758 \uc804\ubb38 \uc2dc\uc124\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uace0\uc804\ub825 \uc7a5\uce58 \uc0dd\uc0b0\uc5d0 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \uc815\ubd80\ub294 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uae30\ud310\uc744 \ud575\uc2ec \uc790\uc0b0\uc73c\ub85c \uac04\uc8fc\ud558\uace0 \uad6d\ub0b4 \uacb0\uc815 \uc131\uc7a5 \uacf5\uc7a5\uc5d0 \uc138\uae08 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \uc804\ub7b5\uc801 \uc704\ud5d8\uc744 \uc644\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\ube44\uc790 VCSEL \uc5b4\ub808\uc774\uc758 \ub192\uc740 \uc5f4 \uad00\ub9ac \ube44\uc6a9: LiDAR\uac00 \uc7a5\ucc29\ub41c \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uace0\ubc00\ub3c4 VCSEL \ub9e4\ud2b8\ub9ad\uc2a4\ub294 \ud6a8\uc728\uc131\uacfc \uc218\uba85\uc744 \uc800\ud574\ud558\ub294 \uad6d\ubd80\uc801\uc778 \uc5f4\uc744 \ubc1c\uc0dd\uc2dc\ud0b5\ub2c8\ub2e4. \uc804\ud1b5\uc801\uc778 \uae08\uc18d \ubc29\uc5f4\ud310\uc740 \uc2ac\ub9bc\ud55c \uc0b0\uc5c5 \ub514\uc790\uc778 \ud2b8\ub80c\ub4dc\uc5d0 \ubd80\uc801\ud569\ud558\uba70, \uace0\ud6a8\uc728 \uc124\uacc4\uac00 \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \ub3c4\ub2ec\ud558\uae30 \uc804\uae4c\uc9c0\ub294 \uc7ac\ub8cc\ube44 \uc0c1\uc2b9 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \uc774\ubbf8\uc9c0 \uc13c\uc11c \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc7a5\ubcbd: \ucca8\ub2e8 \uc774\ubbf8\uc9c0 \uc13c\uc11c \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c\ub294 \uae00\ub85c\ubc8c \ubb34\uc5ed, \ud2b9\ud788 \ubbf8-\uc911 \ubb34\uc5ed\uc5d0 \uc0c1\ub2f9\ud55c \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   LED \uac00\uaca9 \ud558\ub77d\uc73c\ub85c \uc778\ud55c \uc911\uad6d 2\ucc28 \uacf5\uae09\uc5c5\uccb4 \ub9c8\uc9c4 \uc555\ubc15: \uad00\uc138 \uba85\ud655\ud654 \uc774\ud6c4 LED \ubc0f \uc870\uba85 \ubd80\ud488\uc5d0 \ub300\ud55c \uad00\uc138\uac00 \uc720\uc9c0\ub418\uba74\uc11c \uc911\uad6d 2\ucc28 LED \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub9c8\uc9c4 \uc555\ubc15\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc7a5\uce58 \uc720\ud615\ubcc4: LED\ub294 2024\ub144 \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5\uc5d0\uc11c 34%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc\ub294 3D \uc13c\uc2f1, \ub2e8\uac70\ub9ac \uad11\ud559 \uc0c1\ud638 \uc5f0\uacb0, \uc790\ub3d9\ucc28 LiDAR \ucc44\ud0dd \ud655\ub300\ub85c 6.8%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ub2e4\uc911 \uc811\ud569 \uc544\ud0a4\ud14d\ucc98\ub294 \ub3d9\uc77c\ud55c \ub2e4\uc774 \uba74\uc801\uc5d0\uc11c \ucd94\uac00 \uad11\ud559 \ucd9c\ub825\uc744 \uc81c\uacf5\ud558\uba70, \uba54\ud0c0\ud45c\uba74 \ud1b5\ud569\uc740 \uc815\ubc00\ud55c \ube54 \ud615\uc131\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec AR \ub514\uc2a4\ud50c\ub808\uc774 \ubc0f \ub2e8\uac70\ub9ac \ud504\ub85c\uc81d\ud130\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc7a5\uce58 \uc7ac\ub8cc\ubcc4: \uc9c8\ud654\uac08\ub968(GaN)\uc740 \uc6b0\uc218\ud55c \uc804\uc790 \uc774\ub3d9\uc131\uacfc \uc5f4 \uc804\ub3c4\uc131\uc73c\ub85c 2024\ub144 41%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud0c4\ud654\uaddc\uc18c(SiC)\ub294 3\ubc30 \ub192\uc740 \uc5f4 \uc804\ub3c4\uc131\uc73c\ub85c \uc804\uae30\ucc28 \uae09\uc18d \ucda9\uc804 \ubc0f \ud0dc\uc591\uad11 \uc778\ubc84\ud130\uc6a9 \uc804\ub825 \uc7a5\uce58\uc5d0 \uc801\ud569\ud558\uc5ec 7.4%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub4d0 \uc778\ud654\ubb3c(InP)\uc740 400G \uc774\uc0c1\uc758 \ub370\uc774\ud130\uc13c\ud130 \uad11\ud559 \ubd84\uc57c\uc5d0\uc11c \uc7ac\uc870\uba85\ub418\uace0 \uc788\uc73c\uba70, \uac08\ub968 \ube44\uc18c(GaAs)\ub294 \uc801\uc678\uc120 \uc774\ubbf8\ud130\uc5d0 \uc5ec\uc804\ud788 \ud65c\uc6a9\ub429\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub294 CMOS \ud339\uacfc \ud558\uc774\ube0c\ub9ac\ub4dc \ub808\uc774\uc800 \ubd80\ucc29\uc744 \ud65c\uc6a9\ud558\uc5ec \uace0\ubc00\ub3c4 \ud2b8\ub79c\uc2dc\ubc84\uc5d0 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc870\uba85 \ubc0f \ub514\uc2a4\ud50c\ub808\uc774\ub294 2024\ub144 \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 37%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uad11\ud1b5\uc2e0 \ubc0f Li-Fi\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \uad11\ud559 \ub124\ud2b8\uc6cc\ud06c\ub85c \uc804\ud658\ud558\uace0 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559(Co-packaged optics)\uc774 \uc804\ub825 \uc608\uc0b0\uc744 \uc904\uc774\uba74\uc11c 5.6%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc13c\uc2f1 \ubc0f \uc774\ubbf8\uc9d5\uc740 \uc790\ub3d9\ucc28, \uc0b0\uc5c5, \uc758\ub8cc \ubd84\uc57c\uc5d0\uc11c \uc2a4\ud399\ud2b8\ub7fc \ud29c\ub2dd \uac10\uc9c0\uae30 \ubc0f \uce74\uba54\ub77c \ubaa8\ub4c8 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uba74\uc11c \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uac00\uc804\uc81c\ud488\uc740 2024\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 46%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc2a4\ub9c8\ud2b8\ud3f0, \uc2a4\ub9c8\ud2b8\uc6cc\uce58, AR \uc548\uacbd, \ud648 \ub85c\ubd07 \ub4f1\uc5d0 \uc815\uad50\ud55c \uad11\ud559 \ubaa8\ub4c8\uc774 \ub0b4\uc7a5\ub418\uba74\uc11c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 \uc804\ub3d9\ud654 \ubc0f \uc790\uc728\uc8fc\ud589\uc73c\ub85c \uc778\ud574 LiDAR, \ucca8\ub2e8 \uc870\uba85, \uc2e4\ub0b4 \ubaa8\ub2c8\ud130\ub9c1 \uce74\uba54\ub77c\uac00 \ud544\uc218\uc801\uc774 \ub418\uc5b4 6.1%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ubcf4 \uae30\uc220, \uc758\ub8cc, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad6d\ubc29, \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubd84\uc57c \ub610\ud55c \uac01\uc790\uc758 \ud2b9\uc131\uc5d0 \ub9de\ub294 \uad11\uc804\uc790 \ubd80\ud488 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \ub9e4\ucd9c\uc758 52%\ub97c \ucc28\uc9c0\ud558\uba70 \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uae4a\uc740 \uacf5\uae09\ub9dd \ud1b5\ud569, \uc219\ub828\ub41c \ub178\ub3d9\ub825, \uc7a5\uae30\uc801\uc778 \uc815\ucc45 \uc9c0\uc6d0\uc5d0 \uae30\ubc18\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc5ed\ub7c9 \ud655\uc7a5, \uc77c\ubcf8\uc758 \uc758\ub8cc \uc601\uc0c1 \uc804\ubb38\uc131, \ud55c\uad6d\uc758 \ub9c8\uc774\ud06c\ub85c-LED \uae30\uc220 \ubc1c\uc804, \ub300\ub9cc\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc774 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 2030\ub144\uae4c\uc9c0 7.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uad6d\ubc29 \uc870\ub2ec \ubc0f \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8(LED \uc870\uba85, \uad11\uc12c\uc720 \ubc31\ubcf8, \ubcf4\uc548 \uc774\ubbf8\uc9d5)\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc640 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\ub294 \uae30\uc220 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ud22c\uc790\ud558\uba70 \uae00\ub85c\ubc8c \uad11\uc804\uc790 \uae30\uc5c5\ub4e4\uc758 \uc9c0\uc5ed \ub514\uc790\uc778 \uc13c\ud130 \uc124\ub9bd\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uac15\ub825\ud55c \ubca4\ucc98 \uc790\uae08, \ud65c\ubc1c\ud55c \ub300\ud559 \uc5f0\uad6c, \ubbf8\uad6d CHIPS Act(500\uc5b5 \ub2ec\ub7ec)\uc758 \uc9c0\uc6d0\uc73c\ub85c \uc0c1\ub2f9\ud55c \uc2dc\uc7a5 \uc601\ud5a5\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\ub9bd \ubc18\ub3c4\uccb4 \uae30\uc220 \uc13c\ud130(NSTC)\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \uc704\ud55c \uc2dc\uc81c\ud488 \ub77c\uc778\uc744 \uc81c\uacf5\ud558\uba70 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc810\uc9c4\uc801\uc73c\ub85c \uac10\uc18c\ud558\uace0 \uc788\uc9c0\ub9cc, \uacc4\uce21 \uad11\ud559, \uc790\ub3d9\ucc28 \uc870\uba85, \ub9ac\uc18c\uadf8\ub798\ud53c \uc7a5\ube44 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU Chips Act\ub294 \uc9c0\uc5ed \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uae30 \uc704\ud574 430\uc5b5 \uc720\ub85c\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uacfc \ud504\ub791\uc2a4\ub294 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc804\ub825 \uc7a5\uce58 \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uacf5\ub3d9\uc73c\ub85c \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \ube0c\ub77c\uc9c8\uacfc \uc544\ub974\ud5e8\ud2f0\ub098\uc758 \uad11\ub300\uc5ed \ud655\uc7a5, LED \uac00\ub85c\ub4f1 \ud504\ub85c\uadf8\ub7a8, \ub18d\uc5c5 \uc774\ubbf8\uc9d5\uc5d0 \ud798\uc785\uc5b4 \uc791\uc9c0\ub9cc \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uad6d\uc81c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud569\uc791 \ud22c\uc790\ub97c \ud1b5\ud574 \uc218\uc785 \uad00\uc138\ub97c \ud68c\ud53c\ud558\uace0 \ud604\uc9c0 \ucf58\ud150\uce20 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uba70 \uc0dd\ud0dc\uacc4 \uc5ed\ub7c9\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 55%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \ub2e4\uc911 \uc138\uadf8\uba3c\ud2b8 \ud50c\ub808\uc774\uc5b4\ub4e4\uc740 \uc5d0\ud53c\ud0dd\uc2dc, \uc7a5\uce58 \uc81c\uc870, \ubaa8\ub4c8 \uc870\ub9bd\uc744 \uc544\uc6b0\ub974\ub294 \uc218\uc9c1 \ud1b5\ud569\uc744 \ud1b5\ud574 \ube44\uc6a9 \ud1b5\uc81c\uc640 \uacf5\uae09 \uc548\uc815\uc131\uc744 \ud655\ubcf4\ud558\uba70 \uc785\uc9c0\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc\uc758 \uc778\uc218\ud569\ubcd1\uc740 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc5d0\uce6d\uc744 \uc704\ud55c \ud234\ub9c1 \uc790\uc0b0\uc744 \ud1b5\ud569\ud558\uc5ec \uc2e0\ud765 \uc7a5\uce58\uc758 \uc0dd\uc0b0 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ud0c0\ud45c\uba74 \ud328\ud130\ub2dd, \uc6e8\uc774\ud37c \ubcf8\ub529, \uc774\uc885 \ud1b5\ud569 \ubd84\uc57c\uc758 \uc9c0\uc801 \uc7ac\uc0b0\uad8c(IP)\uc740 \ub77c\uc774\uc120\uc2a4 \uc218\uc775\uc744 \ucc3d\ucd9c\ud558\uc5ec \ucd94\uac00 R&#038;D\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\ub294 \uacb0\uc815\uc801\uc778 \ud574\uc790\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>ZEISS Group\uc740 2023\/24 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 108\uc5b5 9\ucc9c4\ubc31\ub9cc \uc720\ub85c\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud558\uba70 \ub9ac\uc18c\uadf8\ub798\ud53c \uad11\ud559 \uc218\uc694 \uac15\uc138\uc5d0 \ud798\uc785\uc5b4 \uae30\uc220 \uc911\uc2ec \uc131\uc7a5\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. Coherent Corp.\ub294 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \ubd84\uc0b0 EML \ud2b8\ub79c\uc2dc\ubc84\ub97c \uacf5\uac1c\ud558\uc5ec AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ub9de\ucdb0 \uc804\ub825 \uc18c\ube44\ub97c \ub298\ub9ac\uc9c0 \uc54a\uace0 \ub300\uc5ed\ud3ed\uc744 \ub450 \ubc30\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. Jenoptik\uc740 \ud0dc\uc591 \uc804\uc9c0 \uad6c\uc870\ud654\ub97c \uc704\ud55c \ub808\uc774\uc800 \uac00\uacf5 \uc2dc\uc2a4\ud15c\uc744 \ud655\uc7a5\ud558\uace0 \ub4dc\ub808\uc2a4\ub374\uc5d0 \uc0c8\ub85c\uc6b4 \ub9c8\uc774\ud06c\ub85c \uad11\ud559 \uacf5\uc7a5\uc744 \uc124\ub9bd\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc911\uad6d\uc758 2\ucc28 LED \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc870\uba85 \ubd80\ud488\uc5d0 \ub300\ud55c \uad00\uc138\uac00 \uc720\uc9c0\ub418\uba74\uc11c \ub9c8\uc9c4 \uc555\ubc15\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uacfc \uc218\ucd9c \ud1b5\uc81c \uccb4\uc81c\ub294 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucca8\ub2e8 \uc774\ubbf8\uc9c0 \uc13c\uc11c\uc5d0 \ub300\ud55c \ubbf8\uad6d\uc758 \ub77c\uc774\uc120\uc2a4 \uaddc\uc81c\ub294 \uc77c\ubd80 \ud22c\uc790\ub97c \ub9d0\ub808\uc774\uc2dc\uc544\uc640 \ubca0\ud2b8\ub0a8\uc758 \uc9c0\uc5ed \ud339\uc73c\ub85c \uc720\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd OEM\ub4e4\uc740 \ub2e8\uc77c \uad6d\uac00 \uc758\uc874\ub3c4\uc5d0\uc11c \ubc97\uc5b4\ub098 \uae30\ud310 \uc18c\uc2f1\uc744 \ub2e4\ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5ed\ud559 \uad00\uacc4\ub294 \ubc29\uc0b0 \uae30\uc5c5\uacfc \ubbfc\uac04 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc5c5 \uac04\uc758 \ud611\ub825\uc744 \ucd09\uc9c4\ud558\uc5ec \ubc29\uc0ac\uc120 \uacbd\ud654 \ubc0f \uc800\uc804\ub825\/\uc18c\ud615 \uac10\uc9c0\uae30 \uac1c\ubc1c\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \ubca4\ucc98 \uc9c0\uc6d0 \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc740 \ub274\ub85c\ubaa8\ud53d \uad11\ud559 \ud504\ub85c\uc138\uc11c \ubc0f \uc591\uc790 \ubcf4\uc548 \ud1b5\uc2e0 \ub9c1\ud06c\ub97c \uac1c\ucc99\ud558\uba70 \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5 \ub0b4\uc5d0\uc11c \uc131\ub2a5\uc758 \ud55c\uacc4\ub97c \ub113\ud788\uace0 \uac00\uce58 \ud480\uc744 \uc7ac\uc815\uc758\ud560 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec \uae30\uc5c5\uc73c\ub85c\ub294 SK Hynix Inc., Panasonic Corporation, Samsung Electronics, Omnivision Technologies Inc., Sony Corporation \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 8. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 5\uc6d4: Jenoptik\uc740 \ud0dc\uc591 \uc804\uc9c0 \ub77c\uc778\uc758 \ub808\uc774\uc800 \uad6c\uc870\ud654 \ucc98\ub9ac\ub7c9\uc744 \ub192\uc774\ub294 \ubaa8\ub4c8\ud615 \ube54 \ubd84\ud560 \uc2dc\uc2a4\ud15c\uc744 \ub3c4\uc785\ud558\uace0, \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc911\uc810\uc744 \ub454 \ub4dc\ub808\uc2a4\ub374 \ub9c8\uc774\ud06c\ub85c \uad11\ud559 \uc2dc\uc124\uc744 \uac1c\uc124\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: \ubbf8\uad6d \uc815\ubd80\ub294 \uad00\uc138 \uad00\ub828\ud558\uc5ec LED \ubc0f \uc870\uba85 \ubd80\ud488\uc744 \ucd5c\uadfc \ubc18\ub3c4\uccb4 \uba74\uc81c \ub300\uc0c1\uc5d0\uc11c \uba85\uc2dc\uc801\uc73c\ub85c \uc81c\uc678\ud558\uc5ec \uc870\uba85 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc758 \uacf5\uae09\ub9dd \uc7ac\ud3c9\uac00\ub97c \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: Coherent Corp.\ub294 400G, 800G, 1.6T \ud50c\ub7ec\uadf8\ud615 \uad11 \ud2b8\ub79c\uc2dc\ubc84\uc640 AI \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ucd5c\uc801\ud654\ub41c 2x400G-FR4 Lite \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubaa8\ub4c8\uc744 \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: TSMC\ub294 \ubd81\ubbf8 \uae30\uc220 \uc2ec\ud3ec\uc9c0\uc5c4\uc5d0\uc11c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud1b5\ud569 \ubc0f \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559 \uae30\uc220 \ubc1c\uc804\uc744 \uac15\uc870\ud558\uba70 &#8220;More-than-Moore&#8221; \uae30\ud68c\ub97c \ubd80\uac01\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 UV\ubd80\ud130 IR \uc2a4\ud399\ud2b8\ub7fc\uc5d0 \uac78\uccd0 \uad11\uc790\ub97c \uc0dd\uc131, \ubcc0\uc870 \ub610\ub294 \uac10\uc9c0\ud558\ub294 \uc804\uc790 \ud68c\ub85c \uc7a5\uce58\uc778 \uad11\uc804\uc790\uacf5\ud559 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \ubc94\uc704\uc5d0\ub294 LED, \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc, \uc774\ubbf8\uc9c0 \uc13c\uc11c, \uad11\ucee4\ud50c\ub7ec, \ud0dc\uc591\uad11 \uc804\uc9c0 \ub4f1\uc774 \ud3ec\ud568\ub418\uba70, \uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, \uc0b0\uc5c5, \ud1b5\uc2e0, \ud5ec\uc2a4\ucf00\uc5b4, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uc8fc\uac70 \ud658\uacbd \ub4f1 \ub2e4\uc591\ud55c \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc744 \ub300\uc0c1\uc73c\ub85c \ud569\ub2c8\ub2e4. \ub2e8, \uac1c\ubcc4 \uad11\uc12c\uc720, \uc218\ub3d9 \ub80c\uc988, \ub3c5\ub9bd\ud615 \uad11 \uc9d1\uc801 \ud68c\ub85c\ub294 \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd \uc9c0\uc5ed\uc758 \uc18c\uc7ac \uacfc\ud559\uc790, \ubd80\ud488 \uacf5\uae09\uc5c5\uccb4, \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4 \ubc0f \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4\uc640\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud3ec\ud568\ud558\ub294 1\ucc28 \uc5f0\uad6c\uc640, \ubbf8\uad6d \uc5d0\ub108\uc9c0 \uc815\ubcf4\uccad, \uc77c\ubcf8 \uc804\uc790\uc815\ubcf4\uae30\uc220\uc0b0\uc5c5\ud611\ud68c, UN Comtrade, Eurostat \ub4f1 \uacf5\uacf5 \ub370\uc774\ud130 \ubc0f \ud2b9\ud5c8, \uc0b0\uc5c5 \uc800\ub110\uc744 \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud558\uc5ec \uc9c4\ud589\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ubaa8\ub450 \uc0ac\uc6a9\ud558\uc5ec \ub3c4\ucd9c\ub418\uc5c8\uc73c\uba70, \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9, \uc7a5\uce58 \uc804\ud658\uc728, \ub514\uc2a4\ud50c\ub808\uc774 \ud328\ub110 \uc131\uc7a5, \uc804\uae30\ucc28 \uc870\uba85 \ucc44\ud0dd\ub960, \uad11\ub300\uc5ed \uad11\uc12c\uc720 \ubc30\uce58 \ub4f1 \ub2e4\uc591\ud55c \ubcc0\uc218\ub97c \uace0\ub824\ud55c \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d\uacfc ARIMA \ubaa8\ub378\uc744 \ud1b5\ud574 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 3\ub2e8\uacc4 \uac80\uc99d \uacfc\uc815\uc744 \uac70\uccd0 \ub9e4\ub144 \uc5c5\ub370\uc774\ud2b8\ub418\uba70, \uc8fc\uc694 \uc2dc\uc7a5 \ubcc0\ub3d9 \uc2dc\uc5d0\ub294 \uc911\uac04 \uc5c5\ub370\uc774\ud2b8\uac00 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc544\uc2dc\uc544 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 VCSEL \uae30\ubc18 3D \uc13c\uc2f1 \ud655\uc0b0, \uc720\ub7fd\uc758 \uc5c4\uaca9\ud55c \uc790\ub3d9\ucc28 LED \uc870\uba85 \uc758\ubb34\ud654, \ubd81\ubbf8 \ub370\uc774\ud130 \uc13c\ud130\uc758 400G \uad11\uc12c\uc720 \ubaa8\ub4c8 \uc2e0\uc18d\ud55c \ubcf4\uae09, \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \ud504\ub85c\uc81d\ud2b8\uc758 GaN LED\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c, \uc77c\ubcf8\uc758 \ub514\uc9c0\ud138 \uc758\ub8cc \uc601\uc0c1 \ubd90\uc73c\ub85c \uc778\ud55c CMOS \uc13c\uc11c \uc218\uc694 \uc99d\uac00, \uc911\ub3d9 \uad6d\ubc29 \ud604\ub300\ud654\uc5d0 \ub530\ub978 \uc801\uc678\uc120 \uac10\uc9c0\uae30 \uc218\uc694 \uc99d\ub300\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, GaN \uae30\ud310 \uacf5\uae09 \uc81c\uc57d, \uc18c\ube44\uc790\uc6a9 VCSEL \uc5b4\ub808\uc774\uc758 \ub192\uc740 \uc5f4 \uad00\ub9ac \ube44\uc6a9, \ucca8\ub2e8 \uc774\ubbf8\uc9c0 \uc13c\uc11c \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc7a5\ubcbd, LED \uac00\uaca9 \ud558\ub77d\uc73c\ub85c \uc778\ud55c \uc911\uad6d 2\ucc28 \uacf5\uae09\uc5c5\uccb4 \ub9c8\uc9c4 \uc555\ubc15 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc7a5\uce58 \uc720\ud615(LED, \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc, \uc774\ubbf8\uc9c0 \uc13c\uc11c \ub4f1), \uc7a5\uce58 \uc7ac\ub8cc(GaN, GaAs, SiC, InP \ub4f1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc870\uba85 \ubc0f \ub514\uc2a4\ud50c\ub808\uc774, \uad11\ud1b5\uc2e0 \ubc0f Li-Fi, \uac10\uc9c0 \ubc0f \uc774\ubbf8\uc9d5 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, IT \ubc0f \ud1b5\uc2e0 \ub4f1), \uadf8\ub9ac\uace0 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub97c \ud3ec\ud568\ud55c \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc740 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 3D \uc13c\uc2f1, 400G\/800G \ub370\uc774\ud130 \uc13c\ud130 \uad11\ud559, \uc804\uae30\ucc28\uc6a9 \uc801\uc751\ud615 LED \ud5e4\ub4dc\ub7a8\ud504, \uadf8\ub9ac\uace0 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc81c\uc870\ub97c \uc704\ud55c \uc815\ucc45\uc801 \uc778\uc13c\ud2f0\ube0c\uc785\ub2c8\ub2e4. 2024\ub144 \uae30\uc900 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uad11\ubc94\uc704\ud55c \uc804\uc790 \uc81c\ud488 \uc81c\uc870 \ubc0f \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub85c \uc804\uccb4 \ub9e4\ucd9c\uc758 52%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC)\ub294 \uc6b0\uc218\ud55c \uc5f4\uc804\ub3c4\uc131\uacfc \uace0\uc804\uc555 \ucc98\ub9ac \ub2a5\ub825 \ub355\ubd84\uc5d0 \uc804\uae30\ucc28 \uae09\uc18d \ucda9\uc804 \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c\uc6a9 \uace0\ud6a8\uc728 \uc778\ubc84\ud130\uc5d0 \ud65c\uc6a9\ub418\uba70 2030\ub144\uae4c\uc9c0 7.4%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub610\ud55c, \uc0c8\ub85c\uc6b4 \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc740 \uae30\uc5c5\ub4e4\uc774 \uacf5\uae09\ub9dd\uc744 \ub2e4\ubcc0\ud654\ud558\uace0 \ucd94\uc801 \uac00\ub2a5\ud55c \uc18c\uc2f1\uc744 \uc6b0\uc120\uc2dc\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad11\ud1b5\uc2e0 \ubc0f Li-Fi \ubd80\ubb38\uc740 400G \ud2b8\ub79c\uc2dc\ubc84 \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9 \uc5d4\uc9c4\uc758 \ube60\ub978 \ubc30\ud3ec\uc5d0 \ud798\uc785\uc5b4 5.6%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569\uc758 \ubb34\uacf5\ud574 \ucc28\ub7c9 \ubc0f \ucca8\ub2e8 \uc548\uc804 \uae30\ub2a5 \uc758\ubb34\ud654\ub294 LED \ub9e4\ud2b8\ub9ad\uc2a4 \ud5e4\ub4dc\ub77c\uc774\ud2b8, LiDAR \ubaa8\ub4c8, \uc6b4\uc804\uc790 \ubaa8\ub2c8\ud130\ub9c1 \uce74\uba54\ub77c\uc758 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uc5ec \ucc28\ub7c9\ub2f9 \ubd80\ud488 \ucf58\ud150\uce20\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\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\uc744 \ub2e4\ub8e8\uba70, Sony, Samsung Electronics, ams-OSRAM, SK Hynix, Broadcom \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc5d0 \ub300\ud55c \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\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-32043","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\/32043"}],"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=32043"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32043\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32043"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32043"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32043"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}