{"id":32973,"date":"2026-02-09T11:12:32","date_gmt":"2026-02-09T11:12:32","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/photonic-integrated-circuit-market-mordor\/"},"modified":"2026-04-03T15:46:56","modified_gmt":"2026-04-03T06:46:56","slug":"photonic-integrated-circuit-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/photonic-integrated-circuit-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud3ec\ud1a0\ub2c9 \uc9d1\uc801 \ud68c\ub85c \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\/photonic-integrated-circuit-market-1764661677476-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\/photonic-integrated-circuit-market-size-image-1764767504014.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 \ud604\ud669<\/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 400G \uc774\uc0c1 \ub370\uc774\ud130\uc13c\ud130 \ud2b8\ub79c\uc2dc\ubc84\uc758 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ucc44\ud0dd (\ubd81\ubbf8)<\/li>\n<li class=\"toc-level-3\">4.2.2 EU \ud30c\uc77c\ub7ff \ub77c\uc778 \uc790\uae08 \uc9c0\uc6d0\uc744 \ud1b5\ud55c \ud604\uc9c0 PIC \ud30c\uc6b4\ub4dc\ub9ac \ud65c\uc131\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 PIC \uae30\ubc18 \ucf54\ud788\uc5b4\ub7f0\ud2b8 5G \ubc31\ud640 \uad6c\ucd95 (\uc544\uc2dc\uc544)<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc790\uc728\uc8fc\ud589\ucc28\uc758 \uace0\uccb4 LiDAR \ube44\uc6a9 \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc591\uc790 \uc0c1\ud638 \uc5f0\uacb0 PIC\ub97c \uc704\ud55c \ubca4\ucc98 \uce90\ud53c\ud0c8<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc2e0\uc18d \ud14c\uc2a4\ud2b8\ub97c \uc704\ud55c \ub7a9\uc628\uce69 \uad11\uc790 \uc9c4\ub2e8<\/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 InP PIC\uc758 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uc218\uc728 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud30c\ud3b8\ud654\ub41c EDA \ud234\uccb4\uc778\uc73c\ub85c \uc778\ud55c \uc124\uacc4 \uc8fc\uae30 \uc7a5\uae30\ud654<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc628\uce69 \ub808\uc774\uc800 \uc5f4 \uad00\ub9ac \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc9d1\uc911\ub41c \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uae09 \ubc0f \uc9c0\uc815\ud559\uc801 \ub178\ucd9c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ubc0f \ud45c\uc900 \ud604\ud669<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \ub85c\ub4dc\ub9f5 \ubc0f \uc81c\uc870 \uacf5\uc815 \ubd84\uc11d<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<li class=\"toc-level-3\">4.7.5 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \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)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc6d0\uc790\uc7ac\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc778\ub4d0 \uc778\ud654\ubb3c (InP)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2e4\ub9ac\ucf58 (Si)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc9c8\ud654\uaddc\uc18c (SiN)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uac08\ub968 \ube44\uc18c (GaAs)<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub2c8\uc624\ube0c\uc0b0 \ub9ac\ud2ac (LiNbO\u2083)<\/li>\n<li class=\"toc-level-3\">5.1.6 \uc2e4\ub9ac\uce74 \uc628 \uc2e4\ub9ac\ucf58<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0 \uc7ac\ub8cc (\ud3f4\ub9ac\uba38, PLC \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.2.2 \ubcc0\uc870\uae30<\/li>\n<li class=\"toc-level-3\">5.2.3 \uad11\uac80\ucd9c\uae30<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud544\ud130<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc2a4\uc704\uce58<\/li>\n<li class=\"toc-level-3\">5.2.6 \uc99d\ud3ed\uae30<\/li>\n<li class=\"toc-level-3\">5.2.7 \ub2e4\uc911\ud654\uae30 \ubc0f \uc5ed\ub2e4\uc911\ud654\uae30<\/li>\n<li class=\"toc-level-3\">5.2.8 \uac10\uc1e0\uae30 \ubc0f VOA<\/li>\n<li class=\"toc-level-3\">5.2.9 \uae30\ud0c0 \uad6c\uc131 \uc694\uc18c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ud1b5\ud569 \uacf5\uc815\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud558\uc774\ube0c\ub9ac\ub4dc \ud1b5\ud569<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubaa8\ub180\ub9ac\uc2dd \ud1b5\ud569<\/li>\n<li class=\"toc-level-3\">5.3.3 \ubaa8\ub4c8 \uae30\ubc18\/\uc11c\ube0c\uc2dc\uc2a4\ud15c \ud1b5\ud569<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud1b5\uc2e0 (\uc7a5\uac70\ub9ac \ubc0f \uba54\ud2b8\ub85c)<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub370\uc774\ud130 \uc13c\ud130 (\ub2e8\uac70\ub9ac \ubc0f HPC \uc0c1\ud638 \uc5f0\uacb0)<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0dd\uccb4 \uc758\ud559 \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.4.4 \uad11\ud559 \uc13c\uc11c \ubc0f LiDAR<\/li>\n<li class=\"toc-level-3\">5.4.5 \uacc4\uce21 \ubc0f \ud14c\uc2a4\ud2b8\/\uce21\uc815<\/li>\n<li class=\"toc-level-3\">5.4.6 \uc591\uc790 \ucef4\ud4e8\ud305 \ubc0f \uc591\uc790 \ud3ec\ud1a0\ub2c9\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ud1b5\uc2e0 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.5.2 \ud074\ub77c\uc6b0\ub4dc \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uc6b4\uc601\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc758\ub8cc \ubc0f \uc9c4\ub2e8 \ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 OEM<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc0b0\uc5c5 \ubc0f \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.5.6 \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<li class=\"toc-level-3\">5.5.7 \uc5f0\uad6c \ubc0f \ud559\uacc4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \ubd81\uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.6.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.6.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.5.1.3 \ud130\ud0a4<\/li>\n<li class=\"toc-level-5\">5.6.5.1.4 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.6.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.6.5.2.2 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \uac70\ub798 \ud750\ub984<\/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, \uc804\ub7b5 \uc815\ubcf4, \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 Infinera Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Lumentum Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Coherent Corp. (II-VI)<\/li>\n<li class=\"toc-level-3\">6.4.5 Cisco Systems Inc. (Acacia)<\/li>\n<li class=\"toc-level-3\">6.4.6 NeoPhotonics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 POET Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 EFFECT Photonics<\/li>\n<li class=\"toc-level-3\">6.4.9 Celestial AI<\/li>\n<li class=\"toc-level-3\">6.4.10 Source Photonics Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Sicoya GmbH<\/li>\n<li class=\"toc-level-3\">6.4.12 HyperLight Corp<\/li>\n<li class=\"toc-level-3\">6.4.13 Ayar Labs Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Lightmatter Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Marvell Technology<\/li>\n<li class=\"toc-level-3\">6.4.16 Ligentec SA<\/li>\n<li class=\"toc-level-3\">6.4.17 Xanadu Quantum Tech. Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Ciena Corporation<\/li>\n<li class=\"toc-level-3\">6.4.19 OpenLight Photonic Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Juniper Networks (Aurrion IP)<\/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 \uc9d1\uc801 \ud68c\ub85c(PIC) \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd (2025-2030)<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uad11 \uc9d1\uc801 \ud68c\ub85c(Photonic Integrated Circuit, PIC) \uc2dc\uc7a5\uc740 2025\ub144 136\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 252\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 13.11%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ub370\uc774\ud130 \uc13c\ud130, \ud1b5\uc2e0 \ub124\ud2b8\uc6cc\ud06c \ubc0f \ucd08\uae30 \uc591\uc790 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc2e4\ud5d8\uc801\uc778 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uac00 \uc0dd\uc0b0 \uaddc\ubaa8\ub85c \uc804\ud658\ub418\uace0, AI \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\ub85c \uc778\ud55c \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8\uc758 \ub300\uc5ed\ud3ed \ubc0f \uc5d0\ub108\uc9c0 \ud55c\uacc4\uac00 \ubd80\uac01\ub418\uba74\uc11c \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>CMOS \ud339 \ud65c\uc6a9\uc744 \ud1b5\ud55c \ube44\uc6a9 \uc6b0\uc704, \ud65c\ubc1c\ud55c \ubca4\ucc98 \uce90\ud53c\ud0c8 \ud22c\uc790, \uadf8\ub9ac\uace0 \ucca8\ub2e8 \ud3ec\ud1a0\ub2c9\uc2a4 \uc81c\uc870 \ud604\uc9c0\ud654\ub97c \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(Co-packaged Optics), \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8 \ubcc0\uc870\uae30, \uc774\uc885 InP\/\uc2e4\ub9ac\ucf58 \ub808\uc774\uc800 \ud1b5\ud569 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uae30\uc874 \uad11\ud559 \uae30\uc220\uacfc\uc758 \uc131\ub2a5 \uaca9\ucc28\ub97c \ub354\uc6b1 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac08\ub968 \ubc0f \uac8c\ub974\ub9c8\ub284 \uacf5\uae09\ub9dd \uc704\ud5d8 \uc99d\uac00\ub294 \ub2e4\uc591\ud55c \uc7ac\ub8cc \ud50c\ub7ab\ud3fc\uacfc \uc9c0\uc5ed\ubcc4 \ud30c\uc6b4\ub4dc\ub9ac \ud655\ubcf4\uc758 \uc804\ub7b5\uc801 \uac00\uce58\ub97c \uac15\uc870\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>\uad11 \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc774\ub044\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   400G \uc774\uc0c1 \ub370\uc774\ud130 \uc13c\ud130 \ud2b8\ub79c\uc2dc\ubc84\uc758 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ucc44\ud0dd (+3.2% CAGR \uc601\ud5a5): \ubd81\ubbf8 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 AI \ud074\ub7ec\uc2a4\ud130\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uacfc \uc804\ub825 \uc18c\ube44\ub97c \uc904\uc774\uae30 \uc704\ud574 400G \ubc0f 800G \uad11\ud559 \ub9c1\ud06c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent Corp.)\ub294 \uae30\uc874 \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8 \ub300\ube44 \ube44\ud2b8\ub2f9 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c 20% \uc774\uc0c1 \uc808\uac10\ud558\ub294 1.6T-DR8 \ubaa8\ub4c8\uc744 \uc2dc\uc5f0\ud588\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544(NVIDIA)\uc758 Spectrum-X \uc2a4\uc704\uce58 \ub85c\ub4dc\ub9f5\uc740 30%\uc758 \uc804\ub825 \uc808\uac10\uacfc 1.6Tb\/s \ud3ec\ud2b8 \uc18d\ub3c4\ub97c \uc81c\uacf5\ud558\ub294 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4\ub97c \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc544\ud0a4\ud14d\ucc98\ub294 \uad11\uc790 \uc5d4\uc9c4\uc744 \uc2a4\uc704\uce58 ASIC \uc606\uc5d0 \ud1b5\ud569\ud558\uc5ec \uc804\uae30\uc801 \uc9c4\uc785 \uc190\uc2e4\uc744 \uc81c\uac70\ud558\uace0, \uae30\uc874 300mm CMOS \ub77c\uc778\uc744 \ud1b5\ud55c \ub300\ub7c9 \uc0dd\uc0b0 \uacbd\ub85c\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4.<br \/>\n*   EU \ud30c\uc77c\ub7ff \ub77c\uc778 \uc790\uae08 \uc9c0\uc6d0\uc744 \ud1b5\ud55c \uc9c0\uc5ed PIC \ud30c\uc6b4\ub4dc\ub9ac \ud65c\uc131\ud654 (+1.8% CAGR \uc601\ud5a5): \uc720\ub7fd\uc5f0\ud569(EU)\uc758 \uce69\uc2a4 \uacf5\ub3d9 \uc0ac\uc5c5(Chips JU)\uc774 PIXEurope \ucee8\uc18c\uc2dc\uc5c4\uc5d0 3\uc5b5 8\ucc9c\ub9cc \uc720\ub85c(\uc57d 4\uc5b5 4,730\ub9cc \ub2ec\ub7ec)\ub97c \uc9c0\uc6d0\ud55c \uac83\uc740 \uc720\ub7fd\uc758 \uad11\uc790 \uc8fc\uad8c \ud655\ubcf4 \ub178\ub825\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc544\uc778\ud2b8\ud638\ubca4\uacfc \uc5d4\uc2a4\ud5e4\ub370\uc758 \ud30c\uc77c\ub7ff \ub77c\uc778\uc740 \uac1c\ubc29\ud615 \uc2e4\ub9ac\ucf58 \ubc0f \uc9c8\ud654\uaddc\uc18c \uc0dd\uc0b0\uc744 \uc81c\uacf5\ud558\uc5ec \uc911\uc18c\uae30\uc5c5\uc774 \ud339\uc744 \uc18c\uc720\ud558\uc9c0 \uc54a\uace0\ub3c4 \ud504\ub85c\ud1a0\ud0c0\uc785\uc744 \uc81c\uc791\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n*   PIC \uae30\ubc18 \ucf54\ud788\uc5b4\ub7f0\ud2b8 5G \ubc31\ud640 \uad6c\ucd95 (\uc544\uc2dc\uc544) (+2.1% CAGR \uc601\ud5a5): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \ud1b5\uc2e0\uc0ac\ub4e4\uc740 \ubc00\uc9d1\ub41c 5G \ub9e4\ud06c\ub85c \uc0ac\uc774\ud2b8\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 IM-DD \ub9c1\ud06c\uc5d0\uc11c \ucf54\ud788\uc5b4\ub7f0\ud2b8 \uad11\ud559\uc73c\ub85c \uc804\ud658\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \ubaa8\ubc14\uc77c \ubc31\ud640\uc744 \uaca8\ub0e5\ud55c \uc800\uc804\ub825 \uad11\uc790 \ubc18\ub3c4\uccb4 \uac1c\ubc1c\uc744 \uc704\ud574 \uc778\ud154 \ubc0f SK\ud558\uc774\ub2c9\uc2a4\uc640 \ud611\ub825\ud558\uc5ec 3\uc5b5 5\ubc31\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 6G \uad6c\ucd95\uc744 \uc704\ud55c \uad6d\ub0b4 \uacf5\uae09\ub9dd \ud655\ubcf4\ub97c \uc704\ud574 \uc0c1\ud558\uc774\uc5d0 \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8 \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\uc728\uc8fc\ud589\ucc28\uc6a9 \uace0\uccb4 LiDAR \ube44\uc6a9 \uc808\uac10 (+1.9% CAGR \uc601\ud5a5): \ubcf4\uc774\uc5b8\ud2b8 \ud3ec\ud1a0\ub2c9\uc2a4(Voyant Photonics)\uac00 200m \ubc94\uc704\uc758 FMCW \uce69 \uc2a4\ucf00\uc77c \uc13c\uc11c\ub97c \ucd9c\uc2dc\ud558\uba74\uc11c \uc790\ub3d9\ucc28 OEM\ub4e4\uc740 LiDAR \uac00\uaca9\uc744 1,500\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucd94\uc5c8\uc2b5\ub2c8\ub2e4. \uc9c8\ud654\uaddc\uc18c \ucf54\uc5b4\uc758 \uad11\uc790 \uc704\uc0c1 \ubc30\uc5f4\uc740 \uc6c0\uc9c1\uc774\ub294 \ubd80\ud488 \uc5c6\uc774 17\u00b0~40\u00b0\uc758 \ube54 \uc870\ud5a5\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc591\uc790 \uc778\ud130\ucee4\ub125\ud2b8 PIC\ub97c \uc704\ud55c \ubca4\ucc98 \uce90\ud53c\ud0c8 \ud22c\uc790 (+1.4% CAGR \uc601\ud5a5): \ubd81\ubbf8\uc640 \uc720\ub7fd\uc744 \uc911\uc2ec\uc73c\ub85c \uc591\uc790 \ucef4\ud4e8\ud305 \ubc0f \uc591\uc790 \ud1b5\uc2e0 \ubd84\uc57c\uc5d0\uc11c \uad11\uc790 \uc9d1\uc801 \ud68c\ub85c\uc758 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uba74\uc11c \uad00\ub828 \uc2a4\ud0c0\ud2b8\uc5c5\uc5d0 \ub300\ud55c \ubca4\ucc98 \uce90\ud53c\ud0c8 \ud22c\uc790\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uc18d \ud14c\uc2a4\ud2b8\ub97c \uc704\ud55c \ub7a9\uc628\uc5b4\uce69 \uad11\uc790 \uc9c4\ub2e8 \uae30\uc220 (+1.1% CAGR \uc601\ud5a5): \uac1c\ubc1c\ub41c \uc2dc\uc7a5\uc744 \uc911\uc2ec\uc73c\ub85c \ub7a9\uc628\uc5b4\uce69 \ud615\ud0dc\uc758 \uad11\uc790 \uc9c4\ub2e8 \uae30\uc220\uc774 \uc2e0\uc18d \ud14c\uc2a4\ud2b8 \ubc0f \ud604\uc7a5 \uc9c4\ub2e8 \ubd84\uc57c\uc5d0\uc11c \uac00\uc18d\ud654\ub41c \ucc44\ud0dd\uc744 \ubcf4\uc774\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   InP PIC\uc758 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uc218\uc728 \ubb38\uc81c (-2.1% CAGR \uc601\ud5a5): 4\uc778\uce58 \uc774\uc0c1\uc758 InP \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c\ub9c1\uc740 \uacb0\ud568 \uc81c\uc5b4 \ubb38\uc81c\ub97c \uc57c\uae30\ud558\uace0 \ub2e4\uc774\ub2f9 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent Corp.)\uc758 6\uc778\uce58 \ub77c\uc778\uc740 \uc774\ub860\uc801\uc778 \ub2e4\uc774 \uc218\ub97c 4\ubc30 \ub298\ub838\uc9c0\ub9cc, \uc218\uc728 \uc720\uc9c0\ub97c \uc704\ud574 \uc0c8\ub85c\uc6b4 \uc5d0\ud53c\ud0dd\uc2dc \ubc0f \uce21\uc815 \uacf5\uc815\uc774 \ud544\uc694\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud30c\ud3b8\ud654\ub41c EDA \ud234\uccb4\uc778\uc73c\ub85c \uc778\ud55c \uc124\uacc4 \uc8fc\uae30 \uc7a5\uae30\ud654 (-1.8% CAGR \uc601\ud5a5): \uad11\uc790 \uc124\uacc4\uc790\ub4e4\uc740 \uc804\uc790 EDA(Electronic Design Automation) \uc2a4\uc704\ud2b8\ub9cc\ud07c \uc131\uc219\ud558\uc9c0 \ubabb\ud55c \ubd84\uc0b0\ub41c \uc2dc\ubbac\ub808\uc774\uc158, \ub808\uc774\uc544\uc6c3 \ubc0f \uac80\uc99d \ub3c4\uad6c\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \ud1b5\ud569 \uad11\uc790 \uc2dc\uc2a4\ud15c \ub85c\ub4dc\ub9f5\uc740 \ubd88\uc644\uc804\ud55c PDK(Process Design Kit) \ucee4\ubc84\ub9ac\uc9c0\uc640 \ub0ae\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc744 \ud575\uc2ec \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc9c0\uc801\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc628\uce69 \ub808\uc774\uc800 \uc5f4 \uad00\ub9ac \ud55c\uacc4 (-1.3% CAGR \uc601\ud5a5): \uace0\uc131\ub2a5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uc628\uce69 \ub808\uc774\uc800\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c\ub294 \uc131\ub2a5 \uc800\ud558 \ubc0f \uc2e0\ub8b0\uc131 \ubb38\uc81c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc5b4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9d1\uc911\ub41c \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uae09 \ubc0f \uc9c0\uc815\ud559\uc801 \ub178\ucd9c (-1.9% CAGR \uc601\ud5a5): \ud2b9\uc815 \uc9c0\uc5ed\uc5d0 \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uae09\uc774 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc5d0 \ucde8\uc57d\ud558\uba70, \uc774\ub294 \uacf5\uae09\ub9dd \ubd88\uc548\uc815\uc73c\ub85c \uc774\uc5b4\uc838 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uc6d0\uc790\uc7ac\ubcc4:<br \/>\n2025\ub144 \uc6d0\uc790\uc7ac \ud310\ub9e4\uc561\uc740 49\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc73c\uba70, \uc2e4\ub9ac\ucf58\uc740 2024\ub144 \uad11 \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5\uc5d0\uc11c 37.4%\uc758 \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uad11\ubc94\uc704\ud558\uac8c \uad6c\ucd95\ub41c CMOS \uae30\ubc18 \uc2dc\uc124\uc774 \uc218\ub3d9 \ub3c4\ud30c\uad00 \ubc0f \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ub370\uc774\ud130 \ud1b5\uc2e0 \ubd80\ud488\uc5d0\uc11c \uc2e4\ub9ac\ucf58\uc758 \uc120\ub450\ub97c \uc720\uc9c0\ud558\uac8c \ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc9c8\ud654\uaddc\uc18c(Silicon Nitride)\ub294 \ub0ae\uc740 \uc804\ud30c \uc190\uc2e4\uacfc \ub113\uc740 \ud22c\uba85\uc131 \ub355\ubd84\uc5d0 \ub7a9\uc628\uc5b4\uce69(lab-on-chip) \ubc0f \uc591\uc790 \ud3ec\ud1a0\ub2c9\uc2a4 \ubd84\uc57c\uc5d0 \uc801\ud569\ud558\uc5ec 15.4%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub4d0 \uc778(InP)\uc740 \uace0\ucd9c\ub825 \ub808\uc774\uc800\uc5d0 \ud544\uc218\uc801\uc778 \uc7ac\ub8cc\ub85c \ub0a8\uc544 \uc788\uc73c\uba70, \uac08\ub968 \ube44\uc18c(GaAs)\ub294 \uc2e4\ub9ac\ucf58 \uad11\uc6d0 \ud1b5\ud569\uc744 \ub2e8\uc21c\ud654\ud558\ub294 \uc774\uc885 \ub808\uc774\uc800 \ubcf8\ub529\uc744 \ud1b5\ud574 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd80\ud488\ubcc4:<br \/>\n2025\ub144 \ubd80\ud488 \ub9e4\ucd9c\uc740 30\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\uc73c\uba70, \ub808\uc774\uc800\uac00 \uadf8 \ud574 \ub9e4\ucd9c\uc758 26.3%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uad11 \uc2a4\uc704\uce58 \ub9e4\ud2b8\ub9ad\uc2a4(Optical Switch Matrices)\ub294 AI \ub370\uc774\ud130 \uc13c\ud130 \ud074\ub7ec\uc2a4\ud130 \ub0b4\uc5d0\uc11c \uc644\uc804\ud788 \uc7ac\uad6c\uc131 \uac00\ub2a5\ud55c \ud328\ube0c\ub9ad\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ubc18\uc601\ud558\uc5ec 14.1%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\ub85c \ub2e4\ub978 \ubaa8\ub4e0 \uc7a5\uce58\ub97c \ub2a5\uac00\ud588\uc2b5\ub2c8\ub2e4. \ub8e8\uba58\ud140(Lumentum)\uc758 400Gb\/s-per-lane \uc804\uae30 \ud761\uc218 \ubcc0\uc870 \ub808\uc774\uc800(EAM-Laser)\ub294 \ucd5c\uace0 \uc131\ub2a5 \ubca4\uce58\ub9c8\ud06c\ub97c \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 \uad11\uc6d0 \uc0dd\uc131\uc740 \ucd1d \ube44\uc6a9\uc758 \ud575\uc2ec\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud1b5\ud569 \uacf5\uc815\ubcc4:<br \/>\n\ud558\uc774\ube0c\ub9ac\ub4dc \ud1b5\ud569(Hybrid Integration)\uc740 2024\ub144 \ub9e4\ucd9c\uc758 59.7%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud50c\ub9bd\uce69 \ub610\ub294 \uc6e8\uc774\ud37c \ubcf8\ub529 \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec III-V\uc871 \ub808\uc774\uc800\ub97c \uc2e4\ub9ac\ucf58 \ud2b8\ub79c\uc2dc\ubc84\uc5d0 \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4. \ubaa8\ub180\ub9ac\uc2dd \ud1b5\ud569(Monolithic Integration)\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uc218\uc728\uc774 \uc804\uc790 \ud45c\uc900\uc5d0 \uadfc\uc811\ud558\uace0 \uc5f4 \ud06c\ub85c\uc2a4\ud1a0\ud06c \ubaa8\ub378 \uc624\ucc28\uac00 0.5pm \ubbf8\ub9cc\uc5d0 \ub3c4\ub2ec\ud558\uba74\uc11c 18.2%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc218\ucc9c \uac1c\uc758 \uc5f4\uad11\ud559 \uc704\uc0c1 \ubcc0\uc870\uae30\uc5d0 \uc758\uc874\ud558\ub294 \ud504\ub85c\uadf8\ub798\ubc0d \uac00\ub2a5\ud55c \uad11\uc790 \uc5d4\uc9c4\uc740 \uc0c8\ub85c\uc6b4 \uc628\uce69 \ub0c9\uac01 \ud1a0\ud3f4\ub85c\uc9c0\ub97c \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n2025\ub144 \uc804 \uc138\uacc4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc9c0\ucd9c\uc740 55\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4. \ud1b5\uc2e0 \ubd84\uc57c\ub294 \uc5ec\uc804\ud788 2024\ub144 \ub9e4\ucd9c\uc758 45.5%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ub370\uc774\ud130 \uc13c\ud130 \uc778\ud130\ucee4\ub125\ud2b8\ub294 19.6%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uc5ec AI \ucd94\ub860 \ud31c\uc774 \ud398\ud0c0\ube44\ud2b8 \uaddc\ubaa8\uc758 \ud328\ube0c\ub9ad\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c 2029\ub144\uae4c\uc9c0 \ud1b5\uc2e0 \ubd84\uc57c\ub97c \ucd94\uc6d4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0dd\uccb4 \uc758\ub8cc \uad11\ud559\uc740 55kHz A-\uc2a4\uce94 \uc18d\ub3c4\uc5d0\uc11c 92dB \uac10\ub3c4\ub97c \uac00\uc9c4 \ud1b5\ud569 \ubd84\uad11\uacc4\ub97c \ucc44\ud0dd\ud558\uc5ec \uc800\ube44\uc6a9 OCT(Optical Coherence Tomography) \uc774\ubbf8\uc9d5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n\ud1b5\uc2e0 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \uba54\ud2b8\ub85c \ucf54\ud788\uc5b4\ub7f0\ud2b8 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 2024\ub144 \uc218\uc694\uc758 40.5%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc790\ub3d9\ucc28 OEM\uc758 \ucc44\ud0dd\uc740 \uce69 \uc2a4\ucf00\uc77c LiDAR\uac00 L2+ \uc790\uc728\uc8fc\ud589\uc744 \uc704\ud55c \ube44\uc6a9 \uc784\uacc4\uac12\uc744 \ub118\uc5b4\uc11c\uba74\uc11c \uc5f0\uac04 20.3% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub294 10\ub144 \ub9d0\uae4c\uc9c0 \uc218\ubc31\ub9cc \uac1c\uc758 \uac00\uc18d\uae30\ub85c GPU \ud074\ub7ec\uc2a4\ud130\uac00 \ud655\uc7a5\ub420 \uac83\uc5d0 \ub300\ube44\ud558\uc5ec \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4\ub97c \uc8fc\ubb38\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2024\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 35.4%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc9c0\uc5ed\ubcc4 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc640 CHIPS Act \uc778\uc13c\ud2f0\ube0c\ub294 \ub274\uc695 \ubab0\ud0c0\uc5d0 7\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc0c8\ub85c\uc6b4 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4. \uc591\uc790 \ubc0f AI \ud3ec\ud1a0\ub2c9\uc2a4\ub97c \uc704\ud55c \ubca4\ucc98 \ud22c\uc790\ub294 \ud65c\ubc1c\ud55c \uc2a4\ud0c0\ud2b8\uc5c5 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc911\uad6d\uc758 \uac08\ub968 \ubc0f \uac8c\ub974\ub9c8\ub284 \uc758\uc874\ub3c4\ub294 2024\ub144 \uc218\ucd9c \ud1b5\uc81c \uc774\ud6c4 75%~250% \uc0c1\uc2b9\ud55c \uc7ac\ub8cc \uac00\uaca9 \ucda9\uaca9\uc5d0 \ub178\ucd9c\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc815\ucc45 \uc785\uc548\uc790\ub4e4\uc774 \uad11\uc790 \uc790\ub9bd\uc744 \ubaa9\ud45c\ub85c \ud558\uba74\uc11c 16.5%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \ud1b5\ud569 \ub808\uc774\uc800-\uc2e4\ub9ac\ucf58 \ud504\ub85c\uadf8\ub7a8\uc5d0 82\uc5b5 \uc704\uc548(\uc57d 11\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec)\uc744 \ubcf4\uc870\uae08\uc73c\ub85c \uc9c0\uc6d0\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \ub370\uc774\ud130 \uc13c\ud130 \uc804\ub825 \uc18c\ube44\ub97c \uc904\uc774\ub294 \uad11\ud559 \ubc18\ub3c4\uccb4\ub97c \uc704\ud574 \uc778\ud154\uacfc 3\uc5b5 5\ubc31\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2019\ub144\ubd80\ud130 2024\ub144\uae4c\uc9c0 6.5%\uc758 \uc81c\uc870 CAGR\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uac1c\ubc29\ud615 \ud30c\uc6b4\ub4dc\ub9ac\uc640 \ubaa9\ud45c M&#038;A\ub97c \uacb0\ud569\ud588\uc2b5\ub2c8\ub2e4. 2025\ub144 \uc720\ub7fd\uc758 \uad11 \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 30\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4. Sivers Photonics\ub294 \ucf54\ud788\uc5b4\ub7f0\ud2b8 \ubaa8\ub4c8\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ud611\ub300\uc5ed \ud29c\ub108\ube14 \ub808\uc774\uc800 \uac1c\ubc1c\uc5d0 \ud611\ub825\ud588\uc73c\uba70, \ub178\ud0a4\uc544(Nokia)\uc758 23\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc778\ud53c\ub124\ub77c(Infinera) \uc778\uc218\ub294 \uc720\ub7fd \ub300\ub959\uc758 \uad11\ud559 \uc5ed\ub7c9\uc744 \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>2025\ub144 \uad11 \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub124\ub77c(Infinera), \ub8e8\uba58\ud140(Lumentum), \uc2dc\uc5d0\ub098(Ciena)\uc640 \uac19\uc740 \uae30\uc874 \uad11 \ub124\ud2b8\uc6cc\ud0b9 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc218\uc2ed \ub144\uac04\uc758 \uc2dc\uc2a4\ud15c \ub178\ud558\uc6b0\ub97c \ud65c\uc6a9\ud588\uc73c\uba70, \uc778\ud154(Intel), \ub77c\uc774\ud2b8\ub9e4\ud130(Lightmatter), \uc140\ub808\uc2a4\ud2f0\uc5bc AI(Celestial AI)\uc640 \uac19\uc740 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc804\ubb38\uc5c5\uccb4\ub4e4\uc740 AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud574 CMOS \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud65c\uc6a9\ud588\uc2b5\ub2c8\ub2e4. AMD\uc640 \uac19\uc740 \ubc18\ub3c4\uccb4 \uc120\ub450 \uae30\uc5c5\ub4e4\uc740 \uc5d0\ub178\uc138\ubbf8(Enosemi)\uc640 \uac19\uc740 \uae30\uc5c5 \uc778\uc218\ub97c \ud1b5\ud574 \uad11\ud559 \uae30\uc220\uc744 \uc218\uc9c1 \ud1b5\ud569\ud558\uc5ec \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc81c\ud488 \ucd9c\uc2dc\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ucc28\ubcc4\ud654\ub294 \uad11\uc6d0 \ud1b5\ud569, \uc5f4 \uad00\ub9ac IP, \uc124\uacc4 \uc790\ub3d9\ud654 \uae4a\uc774\uc5d0 \ub2ec\ub824 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent Corp.)\ub294 InP \uc5d0\ud53c\ud0dd\uc2dc\ubd80\ud130 \uc644\uc81c\ud488 \ubaa8\ub4c8\uae4c\uc9c0 \uc544\uc6b0\ub974\ub294 \ubc18\uba74, \uac1c\ubc29\ud615 \ud30c\uc6b4\ub4dc\ub9ac\ub294 \ud339\ub9ac\uc2a4 \uc2e0\uc0dd \uae30\uc5c5\uc774 \uc2e0\uc18d\ud558\uac8c \ud504\ub85c\ud1a0\ud0c0\uc785\uc744 \uc81c\uc791\ud560 \uc218 \uc788\ub3c4\ub85d \ud588\uc2b5\ub2c8\ub2e4. \uc591\uc790 \ud3ec\ud1a0\ub2c9\uc2a4, \ud604\uc7a5 \uc9c4\ub2e8, \uc790\ub3d9\ucc28 LiDAR\ub294 \ubbfc\ucca9\ud55c \uc2a4\ud0c0\ud2b8\uc5c5\uc774 \ucd08\uae30 \ub9ac\ub354\uc2ed\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub294 \ubbf8\uac1c\ucc99 \ubd84\uc57c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ud508\ub77c\uc774\ud2b8(OpenLight)\uc640 \uc790\ube4c(Jabil) \uac04\uc758 \uc804\ub7b5\uc801 \uc81c\ud734\ub294 AI \ubc0f LiDAR \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ud328\ud0a4\uc9d5 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. \uc5f4 \ud06c\ub85c\uc2a4\ud1a0\ud06c \ubcf4\uc0c1 \ubc0f \uc6e8\uc774\ud37c \ub808\ubca8 \uc774\uc885 \ubcf8\ub529\uc5d0 \ub300\ud55c \ud2b9\ud5c8 \ud65c\ub3d9\uc740 \uae30\uc5c5\ub4e4\uc774 \ubc29\uc5b4 \uac00\ub2a5\ud55c \uc774\uc810\uc744 \ud655\ubcf4\ud558\ub824 \ub178\ub825\ud558\uba74\uc11c \uc2ec\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>M&#038;A \ubaa8\uba58\ud140\uc740 \uc544\uc774\uc628\ud050(IonQ)\uac00 \uc591\uc790 \uc778\ud130\ucee4\ub125\ud2b8 IP \ud1b5\ud569\uc744 \uc704\ud574 \ub77c\uc774\ud2b8\uc2f1\ud06c(Lightsynq)\ub97c \uc778\uc218\ud558\uba74\uc11c \uacc4\uc18d\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud14c\ub77c\ub2e4\uc778(Teradyne)\uc740 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c PIC \ud14c\uc2a4\ud2b8 \uc5ed\ub7c9\uc744 \uc704\ud574 \ud000\ud2f0\ud30c\uc774 \ud3ec\ud1a0\ub2c9\uc2a4(Quantifi Photonics)\ub97c \uc778\uc218\ud558\uae30\ub85c \ud569\uc758\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac70\ub798\ub294 \ud3ec\ud1a0\ub2c9\uc2a4\uac00 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \ud14c\uc2a4\ud2b8 \ubc0f \uc591\uc790 \ubd84\uc57c\uc640 \uc735\ud569\ub418\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud558\uba70, 2030\ub144\uae4c\uc9c0 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: \uc544\uc774\uc628\ud050(IonQ)\ub294 \ub77c\uc774\ud2b8\uc2f1\ud06c \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Lightsynq Technologies) \uc778\uc218\ub97c \uc644\ub8cc\ud558\uc5ec \uc591\uc790 \uba54\ubaa8\ub9ac \ubc0f \uad11\uc790 \uc778\ud130\ucee4\ub125\ud2b8 \uad00\ub828 20\uac1c \uc774\uc0c1\uc758 \ud2b9\ud5c8\ub97c \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: AMD\ub294 AI \uac00\uc18d\uae30\uc6a9 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4 \ud601\uc2e0\uc744 \uac00\uc18d\ud654\ud558\uae30 \uc704\ud574 \uc5d0\ub178\uc138\ubbf8(Enosemi)\ub97c \uc778\uc218\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent Corp.)\ub294 AI \ub370\uc774\ud130 \uc13c\ud130\ub97c \uaca8\ub0e5\ud55c 2 \u00d7 400G-FR4 Lite \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \uc5d4\ube44\ub514\uc544(NVIDIA)\ub294 \ub8e8\uba58\ud140(Lumentum) \ubc0f \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent)\uc640\uc758 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 1.6Tb\/s \ud3ec\ud2b8\ub97c \uc81c\uacf5\ud558\ub294 Spectrum-X \ubc0f Quantum-X \uad11\uc790 \uc2a4\uc704\uce58\ub97c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ucc98\ub7fc \uad11 \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5\uc740 \uae30\uc220 \ubc1c\uc804, \ub2e4\uc591\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd84\uc57c\ub85c\uc758 \ud655\uc7a5, \uadf8\ub9ac\uace0 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \ud22c\uc790 \ubc0f \ud611\ub825\uc744 \ud1b5\ud574 \uc9c0\uc18d\uc801\uc778 \uace0\uc131\uc7a5\uc744 \uc774\ub8f0 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uad11\uc9d1\uc801\ud68c\ub85c(Photonic Integrated Circuit, PIC) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \ud658\uacbd(\ub3d9\uc778, \uc81c\uc57d, \uac00\uce58 \uc0ac\uc2ac, \uaddc\uc81c \ubc0f \uae30\uc220 \ub85c\ub4dc\ub9f5, \uacbd\uc7c1 \ubd84\uc11d \ud3ec\ud568), \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \ub4f1 \uad11\ubc94\uc704\ud55c \uc601\uc5ed\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>2025\ub144 \uc804 \uc138\uacc4 PIC \uc2dc\uc7a5 \uaddc\ubaa8\ub294 136\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 13.11%\ub85c \ub450 \ubc30 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \ubd81\ubbf8 \uc9c0\uc5ed\uc758 400G \uc774\uc0c1 \ub370\uc774\ud130\uc13c\ud130 \ud2b8\ub79c\uc2dc\ubc84\uc5d0\uc11c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ucc44\ud0dd \uc99d\uac00, EU\uc758 \ud30c\uc77c\ub7ff \ub77c\uc778 \uc790\uae08 \uc9c0\uc6d0\uc744 \ud1b5\ud55c \ud604\uc9c0 PIC \ud30c\uc6b4\ub4dc\ub9ac \ud65c\uc131\ud654, \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 PIC \uae30\ubc18 \ucf54\ud788\uc5b4\ub7f0\ud2b8 5G \ubc31\ud640 \uad6c\ucd95, \uc790\uc728\uc8fc\ud589\ucc28\uc758 \uace0\uccb4 LiDAR \ube44\uc6a9 \uc808\uac10, \uc591\uc790 \uc0c1\ud638 \uc5f0\uacb0 PIC\uc5d0 \ub300\ud55c \ubca4\ucc98 \uce90\ud53c\ud0c8 \ud22c\uc790, \uc2e0\uc18d \uc9c4\ub2e8\uc744 \uc704\ud55c \ub7a9\uc628\uce69 \ud3ec\ud1a0\ub2c9\uc2a4 \uc9c4\ub2e8 \uae30\uc220 \ubc1c\uc804 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc778\ub4d0 \uc778\ud654\ubb3c(InP) PIC\uc758 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uc218\uc728 \ubb38\uc81c, \ud30c\ud3b8\ud654\ub41c EDA \ud234\uccb4\uc778\uc73c\ub85c \uc778\ud55c \uc124\uacc4 \uc8fc\uae30 \uc7a5\uae30\ud654, \uc628\uce69 \ub808\uc774\uc800 \uc5f4 \uad00\ub9ac\uc758 \ud55c\uacc4, \uc9d1\uc911\ub41c \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uae09\ub9dd \ubc0f \uc9c0\uc815\ud559\uc801 \ub178\ucd9c \uc704\ud5d8 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4. \ud2b9\ud788 InP PIC\ub294 \uc6b0\uc218\ud55c \ubcc0\uc870 \ub300\uc5ed\ud3ed\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uc218\uc728 \ubb38\uc81c\ub85c \uc778\ud574 \ub2e4\uc774\ub2f9 \ube44\uc6a9\uc774 \ub192\uc544 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ub300\ube44 \uacbd\uc7c1\ub825\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc6d0\uc790\uc7ac(\uc778\ub4d0 \uc778\ud654\ubb3c, \uc2e4\ub9ac\ucf58, \uc2e4\ub9ac\ucf58 \uc9c8\ud654\ubb3c, \uac08\ub968 \ube44\uc18c, \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8, \uc2e4\ub9ac\uce74 \uc628 \uc2e4\ub9ac\ucf58 \ub4f1), \ubd80\ud488(\ub808\uc774\uc800, \ubcc0\uc870\uae30, \uad11\uac80\ucd9c\uae30, \ud544\ud130, \uc2a4\uc704\uce58, \uc99d\ud3ed\uae30, \uba40\ud2f0\ud50c\ub809\uc11c\/\ub514\uba40\ud2f0\ud50c\ub809\uc11c \ub4f1), \ud1b5\ud569 \uacf5\uc815(\ud558\uc774\ube0c\ub9ac\ub4dc, \ubaa8\ub180\ub9ac\uc2dd, \ubaa8\ub4c8 \uae30\ubc18), \uc751\uc6a9 \ubd84\uc57c(\ud1b5\uc2e0, \ub370\uc774\ud130\uc13c\ud130, \uc0dd\uccb4 \uc758\ud559 \ubc0f \uc0dd\uba85 \uacfc\ud559, \uad11\ud559 \uc13c\uc11c \ubc0f LiDAR, \uacc4\uce21 \ubc0f \ud14c\uc2a4\ud2b8\/\uce21\uc815, \uc591\uc790 \ucef4\ud4e8\ud305 \ubc0f \uc591\uc790 \ud3ec\ud1a0\ub2c9\uc2a4), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ud1b5\uc2e0 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4, \ud074\ub77c\uc6b0\ub4dc \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc5c5\uccb4, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc9c4\ub2e8 \ud68c\uc0ac, \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 OEM \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788 \uc2e4\ub9ac\ucf58 \uc9c8\ud654\ubb3c(SiN)\uc740 \ub0ae\uc740 \uc190\uc2e4 \ub3c4\ud30c\uad00 \ud2b9\uc131\uacfc \uc120\ud615 \ubc0f \uc591\uc790 \ud3ec\ud1a0\ub2c9\uc2a4\uc5d0 \ub300\ud55c \uc801\ud569\uc131\uc73c\ub85c \uc778\ud574 2030\ub144\uae4c\uc9c0 15.4%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc774\uba70 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c\ub294 AI \uc6cc\ud06c\ub85c\ub4dc\ub85c \uc778\ud55c \uae30\ud558\uae09\uc218\uc801\uc778 \ub300\uc5ed\ud3ed \uc694\uad6c\ub85c \uc778\ud574 \ub370\uc774\ud130\uc13c\ud130 \uc0c1\ud638 \uc5f0\uacb0\uc774 19.6%\uc758 CAGR\ub85c \ud1b5\uc2e0 \ubd84\uc57c\ub97c \ub2a5\uac00\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc911\uad6d\uacfc \uc77c\ubcf8\uc758 \uad6d\ub0b4 \ud3ec\ud1a0\ub2c9\uc2a4 \uc81c\uc870\uc5d0 \ub300\ud55c \uc0c1\ub2f9\ud55c \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 16.5%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uacfc \ud568\uaed8 Infinera, Lumentum, Intel, Coherent, Cisco (Acacia) \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc885\ud569\uc801\uc73c\ub85c, \ubcf8 \ubcf4\uace0\uc11c\ub294 \uad11\uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud0dc, \ubbf8\ub798 \uc131\uc7a5 \ub3d9\ub825, \ub3c4\uc804 \uacfc\uc81c \ubc0f \uc8fc\uc694 \uae30\ud68c\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \uc774\ud574\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\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-32973","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\/32973"}],"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=32973"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32973\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32973"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32973"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32973"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}