{"id":33235,"date":"2026-02-09T13:57:43","date_gmt":"2026-02-09T13:57:43","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/wide-band-gap-semiconductors-market-mordor\/"},"modified":"2026-09-11T23:21:51","modified_gmt":"2026-09-11T14:21:51","slug":"wide-band-gap-semiconductors-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/wide-band-gap-semiconductors-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uad11\ub300\uc5ed \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \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\/wide-band-gap-semiconductors-market-1755759371990-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\/wide-band-gap-semiconductors-market-size-image-1755774231711.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 \uad00\ub828 SiC \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 5G \ucd9c\uc2dc\ub85c GaN RF \uc7a5\uce58 \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.4 8\uc778\uce58 SiC \uc6e8\uc774\ud37c\ub97c \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10 \uace1\uc120<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ud6a8\uc728 \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc628\ubcf4\ub4dc \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98<\/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 SiC\uc758 \ub192\uc740 \uc5d0\ud53c\ud0dd\uc2dc \uacb0\ud568\ub960<\/li>\n<li class=\"toc-level-3\">4.3.2 GaN \uc7a5\uce58 \uac80\uc99d \uaca9\ucc28<\/li>\n<li class=\"toc-level-3\">4.3.3 SiC \uc789\uacf3 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc758\uc874\ub3c4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc81c\ud55c\uc801\uc778 \ub2e4\uc774\uc544\ubaac\ub4dc \uc7a5\uce58 \ud328\ud0a4\uc9d5 \ub178\ud558\uc6b0<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/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 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud0c4\ud654\uaddc\uc18c (SiC)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc9c8\ud654\uac08\ub968 (GaN)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub2e4\uc774\uc544\ubaac\ub4dc<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc9c8\ud654\uc54c\ub8e8\ubbf8\ub284 (AlN)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc7ac\ub8cc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\uce58 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc804\ub825 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.2.2 RF \ubc0f \ub9c8\uc774\ud06c\ub85c\ud30c \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.2.3 \uad11\uc804\uc790 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.2.4 \uae30\ud0c0 \uc7a5\uce58 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc0b0\uc5c5 \ubc0f \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.3.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 2\uc778\uce58 \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.4.2 4\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.4.3 6\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.4.4 8\uc778\uce58 \uc774\uc0c1<\/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(\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 \uc6b8\ud504\uc2a4\ud53c\ub4dc(Wolfspeed, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.2 ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(STMicroelectronics N.V.)<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc778\ud53c\ub2c8\uc5b8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Infineon Technologies AG)<\/li>\n<li class=\"toc-level-3\">6.4.4 \ub86c(Rohm Co., Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc628\uc138\ubbf8(ON Semiconductor Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.6 \ubbf8\uc4f0\ube44\uc2dc \uc804\uae30(Mitsubishi Electric Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.7 \ud6c4\uc9c0 \uc804\uae30(Fuji Electric Co., Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.8 \ucf54\ubcf4(Qorvo, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.9 \ud2b8\ub79c\uc2a4\ud3fc(Transphorm, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.10 \ub098\ube44\ud0c0\uc2a4 \ubc18\ub3c4\uccb4(Navitas Semiconductor Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.11 GaN \uc2dc\uc2a4\ud15c\uc988(GaN Systems Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.12 \uc774\ud53c\uc158\ud2b8 \ud30c\uc6cc \ucee8\ubc84\uc804(Efficient Power Conversion Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc9c4\uc5d0\uc2a4\uc544\uc774\uc528 \ubc18\ub3c4\uccb4(GeneSiC Semiconductor Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.14 \ub9c8\uc774\ud06c\ub85c\uce69 \ud14c\ud06c\ub180\ub85c\uc9c0(Microchip Technology Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.15 \ud30c\uc6cc \uc778\ud14c\uadf8\ub808\uc774\uc158\uc2a4(Power Integrations, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc774\ub178\uc0ac\uc774\uc5b8\uc2a4 \ud14c\ud06c\ub180\ub85c\uc9c0(Innoscience Technology Company Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc5d1\uc0ac\uac04(Exagan SAS)<\/li>\n<li class=\"toc-level-3\">6.4.18 \ucea0\ube0c\ub9ac\uc9c0 GaN \ub514\ubc14\uc774\uc2a4(Cambridge GaN Devices Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud788\ud0c0\uce58 \ud30c\uc6cc \ubc18\ub3c4\uccb4 \ub514\ubc14\uc774\uc2a4(Hitachi Power Semiconductor Device, Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.20 \ub9ac\ud154\ud4e8\uc988(Littelfuse, Inc.)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2025\ub144 22\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144 42\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 13.17%\uc758 \uacac\uc870\ud55c \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uac15\ub825\ud55c \uc804\ub825\ud654 \uc758\ubb34, 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \uc218\uc694, \uadf8\ub9ac\uace0 \ud6a8\uc728\uc131 \uaddc\uc81c \uac15\ud654\uc5d0 \ud798\uc785\uc5b4 \uc2e4\ub9ac\ucf58 \uae30\ubc18 \uc18c\uc790\uc758 \uc804\uc555 \ubc0f \uc5f4 \ud55c\uacc4\ub97c \ub6f0\uc5b4\ub118\ub294 \uc124\uacc4\uac00 \ud655\uc0b0\ub418\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC)\ub294 \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubc0f \uc0b0\uc5c5\uc6a9 \ub4dc\ub77c\uc774\ube0c \ubd84\uc57c\uc5d0\uc11c \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN)\ub294 \ud1b5\uc2e0 \ubc0f \uace0\uc18d \ucda9\uc804 \ubd84\uc57c\uc758 \uc911\uc804\uc555, \uace0\uc8fc\ud30c\uc218 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ub0a8\uc544\uba54\ub9ac\uce74\uac00 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \ud3b8\uc774\uba70, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778<\/p>\n<p>2.1. \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc804\uae30\ucc28(EV) \uad00\ub828 SiC \uc218\uc694 \uae09\uc99d: \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \ud504\ub85c\uadf8\ub7a8\uc740 SiC MOSFET \ud2b8\ub799\uc158 \uc778\ubc84\ud130\ub97c \ucc44\ud0dd\ud558\uc5ec \uc8fc\ud589 \uac70\ub9ac 7% \uc99d\uac00 \ubc0f 800V \uc544\ud0a4\ud14d\ucc98\ub97c \ud1b5\ud55c 20\ubd84 \ubbf8\ub9cc \uace0\uc18d \ucda9\uc804\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ud3ed\uc2a4\ubc14\uac90\uacfc \uc628\uc138\ubbf8(onsemi)\uc758 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc0dd\uc0b0 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud574 SiC \ud560\ub2f9\ub7c9\uc744 \ud655\ubcf4\ud558\ub824\ub294 \ub178\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8(Infineon)\uc758 \ub9d0\ub808\uc774\uc2dc\uc544 \uacf5\uc7a5 \ubc0f ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(STMicroelectronics)\uc758 \uce74\ud0c0\ub2c8\uc544 \uacf5\uc7a5 \uc99d\uc124\uc740 \uc790\ub3d9\ucc28 \ub4f1\uae09 8\uc778\uce58 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \ud655\ub300\uc758 \uc2dc\uae09\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<br \/>\n*   5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95\uc73c\ub85c \uc778\ud55c GaN RF \uc18c\uc790 \uc218\uc694 \uc99d\uac00: 5\uc138\ub300 \uae30\uc9c0\uad6d \uc804\ub825 \uc99d\ud3ed\uae30\ub294 GaN\uc758 \ub192\uc740 \uc804\ub825 \ubc00\ub3c4\uc640 \ud6a8\uc728\uc131\uc744 \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \ub300\uaddc\ubaa8 MIMO \uc544\ud0a4\ud14d\ucc98 \ubc0f \ubc00\ub9ac\ubbf8\ud130\ud30c(mmWave) \ucee4\ubc84\ub9ac\uc9c0\ub97c \uc9c0\uc6d0\ud558\uc5ec \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c GaN \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub85d\ud788\ub4dc \ub9c8\ud2f4(Lockheed Martin)\uc758 GaN \uae30\ubc18 \ub808\uc774\ub354 \uacc4\uc57d\uc740 \uad6d\ubc29-\uc0c1\uc5c5 \uc2dc\ub108\uc9c0 \ud6a8\uacfc\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \uc758\ubb34: \uac01\uad6d \uc815\ubd80\ub294 \uae30\ud6c4 \uc815\ucc45\uc5d0 WBG \ubc18\ub3c4\uccb4 \ucc44\ud0dd\uc744 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ud658\uacbd\ubcf4\ud638\uccad(EPA)\uc758 2027-2032\ub144 \uacbd\ub7c9\ucc28\ub7c9 \uaddc\uc81c\ub294 \uc628\uc2e4\uac00\uc2a4 50% \uac10\ucd95\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \uc774\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 SiC \uae30\ubc18 \uc804\uae30\ucc28\ub85c \uc804\ud658\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc758 &#8216;Fit-for-55&#8217; \ubaa9\ud45c\ub294 \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ubc0f \uc804\ub825\ub9dd \uc6b4\uc601\uc790\ub4e4\uc774 SiC \ubc0f GaN\uc758 \uc774\uc810\uc744 \ud65c\uc6a9\ud558\ub294 \uace0\ud6a8\uc728 \ub4dc\ub77c\uc774\ube0c \ubc0f \ucee8\ubc84\ud130\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\ub3c4\ub85d \uac15\uc81c\ud569\ub2c8\ub2e4.<br \/>\n*   8\uc778\uce58 SiC \uc6e8\uc774\ud37c\ub97c \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10: 6\uc778\uce58\uc5d0\uc11c 8\uc778\uce58 \uae30\ud310\uc73c\ub85c\uc758 \uc804\ud658\uc740 \uc720\ud6a8 \ub2e4\uc774 \uba74\uc801\uc744 1.8\ubc30 \uc99d\uac00\uc2dc\ud0a4\uace0, \uc218\uc728\uc774 \uc548\uc815\ud654\ub418\uba74 \uc554\ud398\uc5b4\ub2f9 \uc18c\uc790 \ube44\uc6a9\uc744 \ucd5c\ub300 30%\uae4c\uc9c0 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc804 \uc138\uacc4\uc801\uc73c\ub85c 14\uac1c\uc758 200mm SiC \ud339\uc774 \uac74\uc124 \uc911\uc774\uba70, \uc778\ud53c\ub2c8\uc5b8\uc758 \ucfe8\ub9bc(Kulim) \uacf5\uc7a5\uc740 50\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 \ud3c9\uc0dd \uc124\uacc4 \uc218\uc8fc\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   SiC\uc758 \ub192\uc740 \uc5d0\ud53c\ud0dd\uc2dc \uacb0\ud568\ub960: \uae30\uc800\uba74 \uc804\uc704(basal-plane dislocations) \ubc0f \ub9c8\uc774\ud06c\ub85c\ud30c\uc774\ud504(micropipes)\ub294 MOSFET\uc758 \uc7a5\uae30 \uc2e0\ub8b0\uc131\uc744 \uc800\ud574\ud558\uc5ec \uc790\ub3d9\ucc28 \uc778\uc99d \uae30\uac04\uc744 \ub298\ub9ac\uace0 \uc2a4\ud06c\ub7a9 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc0ac\uc591\uc740 0.1 cm-\u00b2 \ubbf8\ub9cc\uc758 \uacb0\ud568 \ubc00\ub3c4\ub97c \uc694\uad6c\ud558\uc9c0\ub9cc, \ucd08\uae30 200mm \uc0dd\uc0b0\uc758 \uc218\uc728\uc740 \uc774 \ubaa9\ud45c\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<br \/>\n*   SiC \uc789\uacf3 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc758\uc874\ub3c4: \uacb0\uc815 \uc131\uc7a5\uc740 \uc18c\uc790 \uac00\uce58\uc758 47%\ub97c \ucc28\uc9c0\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc0dd\uc0b0\uc740 2200\u00b0C PVT(Physical Vapor Transport) \ud37c\ub2c8\uc2a4\ub97c \ucd5c\ub300 200\uc2dc\uac04 \ub3d9\uc548 \uac00\ub3d9\ud558\ub294 \uc18c\uc218\uc758 \uc804\ubb38 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \uad6d\ud55c\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uc6b0\ud55c\uc758 36\ub9cc \uc6e8\uc774\ud37c \uaddc\ubaa8 \uba54\uac00\ud339\uc740 \uc9c0\uc815\ud559\uc801 \uc7ac\ud3b8\uc774 \uacf5\uae09 \uc704\ud5d8\uc744 \uc9d1\uc911\uc2dc\ud0ac \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p># 3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>3.1. \uc7ac\ub8cc\ubcc4<\/p>\n<p>*   \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC): 2024\ub144 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 68.36%\ub97c \ucc28\uc9c0\ud558\uba70 15\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58\ubcf4\ub2e4 3\ubc30 \ub113\uc740 \ubc34\ub4dc\uac2d\uc740 10\ubc30 \ub192\uc740 \ud56d\ubcf5 \uc804\uacc4\ub97c \uc81c\uacf5\ud558\uc5ec 400-800V \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubc0f 1MW \uc774\uc0c1\uc758 \uc0b0\uc5c5\uc6a9 \ub4dc\ub77c\uc774\ube0c\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN): 2030\ub144\uae4c\uc9c0 13.46%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc6b0\uc218\ud55c \uc2a4\uc704\uce6d \uc18d\ub3c4\uc640 \uc804\ub825 \ubc00\ub3c4\ub97c \ud65c\uc6a9\ud558\ub294 \uc911\uc804\uc555 \ucda9\uc804\uae30, \ud1b5\uc2e0 \ud504\ub7f0\ud2b8\uc5d4\ub4dc, \ub808\uc774\ub354 \ubaa8\ub4c8\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud45c\uba74 \uac70\uce60\uae30 \uc81c\uc5b4, \ud2b8\ub80c\uce58 \uc288\ud37c\uc815\uc158 \uc544\ud0a4\ud14d\ucc98, GaN-on-Si \ud1b5\ud569\uc5d0 \ub300\ud55c R&#038;D \ud22c\uc790\uac00 \ud65c\ubc1c\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc7ac\ub8cc: \ub2e4\uc774\uc544\ubaac\ub4dc \ubc0f \uc54c\ub8e8\ubbf8\ub284 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(AlN)\ub294 \uc544\uc9c1 \uc2e4\ud5d8\uc2e4 \uaddc\ubaa8\uc774\uc9c0\ub9cc, \uad6d\ubc29 \ubc0f \uc591\uc790 \ucef4\ud4e8\ud305 \ubd84\uc57c\uc5d0\uc11c DARPA\uc758 AlN-\ub2e4\uc774\uc544\ubaac\ub4dc RF \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \uac19\uc740 \uc5f0\uad6c \ubcf4\uc870\uae08\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc18c\uc790 \uc720\ud615\ubcc4<\/p>\n<p>*   \uc804\ub825 \uc18c\uc790: 2024\ub144 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 61.23%\ub97c \ucc28\uc9c0\ud558\uba70 13\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc628\ubcf4\ub4dc \ucda9\uc804\uae30, \ud0dc\uc591\uad11 \uc778\ubc84\ud130, \uace0\ud6a8\uc728 SMPS(\uc2a4\uc704\uce6d \ubaa8\ub4dc \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58)\uac00 \uc774 \ud558\uc704 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud569\ub2c8\ub2e4.<br \/>\n*   RF \ubc0f \ub9c8\uc774\ud06c\ub85c\ud30c \uc18c\uc790: 2030\ub144\uae4c\uc9c0 13.92%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 5G \ub9e4\ud06c\ub85c \ubc0f \uc2a4\ubab0\uc140 \uae30\uc9c0\uad6d \uad6c\ucd95, \uad6d\ubc29 \ub808\uc774\ub354 \ubc0f \uc804\uc790\uc804(EW) \uc2dc\uc2a4\ud15c \ud604\ub300\ud654\uc5d0 \ub530\ub77c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uad11\uc804\uc790 \ubc0f \uc591\uc790 \uad11\uc790 \uc18c\uc790: SiC \uceec\ub7ec \uc13c\ud130\ub97c \ud65c\uc6a9\ud55c \uc5bd\ud78c \uad11\uc790 \uc0dd\uc131 \ub4f1 \uc591\uc790 \ub9ac\ud53c\ud130\uc5d0 \uc911\uc694\ud55c \ud2c8\uc0c8 \uce74\ud14c\uace0\ub9ac\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.3. \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4<\/p>\n<p>*   \uc790\ub3d9\ucc28: 2024\ub144 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 44.89%\ub97c \ucc28\uc9c0\ud558\uba70 10\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. 800V \uad6c\ub3d9\uacc4 \ubc0f 350kW \uace0\uc18d \ucda9\uc804 \ud1a0\ud3f4\ub85c\uc9c0\uac00 \uc911\uae09 \uc804\uae30\ucc28\uc5d0 \ub3c4\uc785\ub418\uba74\uc11c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. SiC MOSFET\uc740 \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \uc804\ub825\ub2e8\uc5d0, GaN\uc740 \uace0\uc8fc\ud30c DC-DC \ucee8\ubc84\ud130 \ubc0f \ub77c\uc774\ub2e4(LiDAR) \ud2b8\ub79c\uc2dc\ubc84\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825: 2030\ub144\uae4c\uc9c0 13.38%\uc758 CAGR\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud0dc\uc591\uad11-\uc800\uc7a5 \uc2dc\uc2a4\ud15c, HVDC(\uace0\uc804\uc555 \uc9c1\ub958) \ub9c1\ud06c, 3.3kV \uc774\uc0c1\uc758 SiC \uc2a4\ud0dd\uc744 \ud65c\uc6a9\ud558\ub294 STATCOM(\uc815\uc9c0\ud615 \ubb34\ud6a8 \uc804\ub825 \ubcf4\uc0c1 \uc7a5\uce58) \ub4f1 \uadf8\ub9ac\ub4dc \uc5e3\uc9c0(grid-edge) \uc694\uad6c \uc0ac\ud56d\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ud1b5\uc2e0, \ub370\uc774\ud130 \ud1b5\uc2e0 \ubc0f \uc0b0\uc5c5: \uc548\uc815\uc801\uc778 \ucd94\uac00 \ubb3c\ub7c9\uc744 \uae30\uc5ec\ud569\ub2c8\ub2e4. GaN \uace0\uc18d \ucda9\uc804\uae30\ub294 \uac00\uc804\uc81c\ud488\uc5d0 \ud655\uc0b0\ub418\uace0 \uc788\uc9c0\ub9cc, \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP) \ud558\ub77d\uc73c\ub85c \ub9e4\ucd9c \uc99d\uac00\ub294 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad6d\ubc29: GaN \uace0\uc804\uc790 \uc774\ub3d9\ub3c4 \ud2b8\ub79c\uc9c0\uc2a4\ud130(HEMT)\uac00 \ub3d9\uc77c\ud55c \uba74\uc801\uc5d0\uc11c 2\ubc30\uc758 \ubc94\uc704\ub97c \uac00\uc9c4 \uacbd\ub7c9 \uc704\uc0c1 \ubc30\uc5f4 \uc2dc\uc2a4\ud15c\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc791\uc9c0\ub9cc \uace0\ub9c8\uc9c4 \uc138\uadf8\uba3c\ud2b8\ub97c \ud615\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>3.4. \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4<\/p>\n<p>*   6\uc778\uce58 \uae30\ud310: 2024\ub144 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 55.84%\ub97c \ucc28\uc9c0\ud558\uba70, \uae30\uc874 150mm \uc7a5\ube44 \uae30\ubc18\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<br \/>\n*   8\uc778\uce58 \uae30\ud310: 14.36%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5) \ubc0f \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc774 \uc2e4\ub9ac\ucf58\uacfc\uc758 \ube44\uc6a9 \ub3d9\ub4f1\uc131\uc744 \ub2ec\uc131\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc758 200mm \ucfe8\ub9bc \ud339\uacfc \uc6b8\ud504\uc2a4\ud53c\ub4dc(Wolfspeed)\uc758 \ubaa8\ud638\ud06c \ubc38\ub9ac(Mohawk Valley) \ub77c\uc778\uc774 \uc804\uae30\ucc28 \uaddc\ubaa8 \uc0dd\uc0b0\uc744 \uc704\ud55c \ud22c\uc790 \ubb3c\uacb0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \uc804 \uc138\uacc4 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 53.87%\ub97c \ucc28\uc9c0\ud558\uba70 12\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc5d0 \uc9d1\uc911\ub41c \uc790\ub3d9\ucc28, \uac00\uc804, \ud1b5\uc2e0 \uacf5\uae09\ub9dd\uc774 \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \uac08\ub968 \uc815\ucc45\uacfc \ube60\ub974\uac8c \uac74\uc124\ub418\ub294 SiC \uba54\uac00\ud339\uc740 \uae30\ud68c\uc640 \ucde8\uc57d\uc131\uc744 \ub3d9\uc2dc\uc5d0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8 \ubc0f \uc720\ub7fd: \uacf5\uae09\ub9dd \ubcf5\uc6d0\ub825\uc744 \uc704\ud55c \ub9ac\uc1fc\uc5b4\ub9c1(reshoring)\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b8\ud504\uc2a4\ud53c\ub4dc\uc758 \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098 \uae30\ud310 \uacf5\uc7a5\uacfc \uc778\ud53c\ub2c8\uc5b8\uc758 \uc624\uc2a4\ud2b8\ub9ac\uc544 \ud6c4\uacf5\uc815 \ud655\uc7a5\uc5d0\ub294 CHIPS Act \ubc0f EU \uadf8\ub9b0 \ub51c \uc778\uc13c\ud2f0\ube0c\uac00 \uc801\uc6a9\ub418\uc5b4 \uc8fc\uc694 OEM \uadfc\ucc98\uc5d0 \uc790\ub3d9\ucc28 SiC \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\uc544\uba54\ub9ac\uce74: \ube0c\ub77c\uc9c8\uacfc \uce60\ub808\uac00 SiC \uae30\ubc18 HVDC \ubc0f \uc800\uc7a5 \uc778\ubc84\ud130\uac00 \ud544\uc694\ud55c \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc911\uc2ec \uc804\ub825\ub9dd\uc5d0 \ud22c\uc790\ud558\uba74\uc11c 14.13%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ub370\uc774\ud130 \uc13c\ud130 \ud68c\ub791 \ubc0f \ud0dc\uc591\uad11 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8\ub97c \ud1b5\ud574 \ud6a8\uc728\uc801\uc778 \uc804\ub825 \ubaa8\ub4c8\uc5d0 \ub300\ud55c \ucd08\uae30 \uc8fc\ubb38\uc744 \uc720\uce58\ud558\uba70 \ub354 \ub290\ub9ac\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>SiC \uc804\ub825 \ub9e4\ucd9c\uc758 90% \uc774\uc0c1\uc744 5\uac1c \uae30\uc5c5\uc774 \uc5ec\uc804\ud788 \uc7a5\uc545\ud558\uace0 \uc788\uc5b4 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\uac00 \ub192\uc9c0\ub9cc, \uc810\ucc28 \uc644\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4\uac00 SiC \uc2dc\uc7a5 \uc810\uc720\uc728 32.6%\ub85c \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, \uc778\ud53c\ub2c8\uc5b8, \uc628\uc138\ubbf8, \uc6b8\ud504\uc2a4\ud53c\ub4dc, \ub85c\uc634(ROHM)\uc774 \uadf8 \ub4a4\ub97c \uc787\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc M&#038;A \ud65c\ub3d9\uc73c\ub85c\ub294 \ub974\ub124\uc0ac\uc2a4(Renesas)\uc758 \ud2b8\ub79c\uc2a4\ud3fc(Transphorm) \uc778\uc218(3\uc5b5 3,900\ub9cc \ub2ec\ub7ec)\ub97c \ud1b5\ud574 GaN \uc0ac\uc5c5\uc744 \ud655\uc7a5\ud558\uace0, \uc628\uc138\ubbf8\uc758 \ucf54\ubcf4(Qorvo) JFET \uc790\uc0b0 \uc778\uc218(1\uc5b5 1,500\ub9cc \ub2ec\ub7ec)\ub97c \ud1b5\ud574 \uace0\uc804\ub825 SiC \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac15\ud654\ud55c \uc0ac\ub840\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\uc740 \uc6b8\ud504\uc2a4\ud53c\ub4dc\uc758 \uae30\ud310 \uc790\uccb4 \uc0dd\uc0b0 \ubaa8\ub378\uacfc \uc778\ud53c\ub2c8\uc5b8\uc758 \ud2b8\ub80c\uce58 \uae30\ubc18 \uc288\ud37c\uc815\uc158 \ucc28\ubcc4\ud654\uc5d0\uc11c \ubcfc \uc218 \uc788\ub4ef\uc774 \uc5ec\uc804\ud788 \ud575\uc2ec \uc804\ub7b5\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \uacbd\uc7c1\uc740 \uc5d0\ud53c\ud0dd\uc2dc \ud488\uc9c8, \ud328\ud0a4\uc9c0 \uc5f4 \uc784\ud53c\ub358\uc2a4, \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0(SiP) \uc778\ud154\ub9ac\uc804\uc2a4\uc5d0 \uc9d1\uc911\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub85c\uc634\uc758 \uace0\ubc00\ub3c4 \ubaa8\ub4c8\uc740 38\u00b0C \ub354 \ub0ae\uc740 \uc791\ub3d9 \uc628\ub3c4\ub97c \ub2ec\uc131\ud558\uc5ec \uacbd\uc7c1 \uc6b0\uc704\uc5d0\uc11c \ud328\ud0a4\uc9d5\uc758 \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud540\uc6e8\uc774\ube0c(Finwave)\uc758 GaN-on-Si\ub294 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c 5G \uc2dc\uc7a5\uc744, \uc0ac\uac00 \ub300\ud559(Saga University)\uc758 \uc2a4\ud540\uc544\uc6c3 \uae30\uc5c5\uc740 10kV \uc774\uc0c1\uc758 \ud56d\ubcf5 \uc804\uc555\uc744 \uac00\uc9c4 \ub2e4\uc774\uc544\ubaac\ub4dc \uc18c\uc790\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \ub4f1 \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\ub3c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 1\uc6d4: \uc6b8\ud504\uc2a4\ud53c\ub4dc\ub294 \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc5d0 \uc138\uacc4 \ucd5c\ub300 \uaddc\ubaa8\uc758 SiC \uc2dc\uc124 \uac74\uc124\uc744 \uc644\ub8cc\ud558\uba70 \uae30\ud310 \uc790\uae09\uc790\uc871 \ub85c\ub4dc\ub9f5\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \uc628\uc138\ubbf8\ub294 \ucf54\ubcf4\uc758 SiC JFET \uc0ac\uc5c5\uc744 1\uc5b5 1,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec AI \ub370\uc774\ud130\uc13c\ud130 \ubc0f EV \ud2b8\ub799\uc158 \uc2dc\uc7a5\uc744 \uc704\ud55c EliteSiC \ud50c\ub7ab\ud3fc\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 8\uc6d4: \uc778\ud53c\ub2c8\uc5b8\uc740 20\uc5b5 \uc720\ub85c\ub97c \ud22c\uc790\ud558\uace0 900\uac1c\uc758 \uc0c8\ub85c\uc6b4 \uc77c\uc790\ub9ac\ub97c \ucc3d\ucd9c\ud55c \ud6c4 \ucfe8\ub9bc\uc5d0 \uc138\uacc4 \ucd5c\ub300 200mm SiC \ud339\uc744 \uac1c\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 7\uc6d4: \uc628\uc138\ubbf8\ub294 \ud3ed\uc2a4\ubc14\uac90\uacfc EliteSiC \ud2b8\ub799\uc158 \ud30c\uc6cc \ubc15\uc2a4 \uacf5\uae09\uc744 \uc704\ud55c \ub2e4\ub144\uac04\uc758 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc73c\uba70, \uc5ec\uae30\uc5d0\ub294 \uccb4\ucf54 \uc81c\uc870 \ud655\uc7a5 \uacc4\ud68d\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uad11\ub300\uc5ed \ubc34\ub4dc\uac2d(Wide Band Gap, WBG) \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704, \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud55c \uc11c\ub860\uc73c\ub85c \uc2dc\uc791\ud558\uc5ec, \uc2dc\uc7a5 \uac1c\uc694, \ub3d9\uc778, \uc81c\uc57d, \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ub2e4\ub8e8\ub294 \uc2dc\uc7a5 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \uc124\uba85\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc804\uae30\ucc28(EV) \uad00\ub828 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc218\uc694 \uae09\uc99d, 5G \ud1b5\uc2e0\ub9dd \uad6c\ucd95\uc5d0 \ub530\ub978 \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN) RF \uc7a5\uce58 \uc218\uc694 \uc99d\uac00, \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45, 8\uc778\uce58 SiC \uc6e8\uc774\ud37c\ub97c \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10, \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ud6a8\uc728 \uaddc\uc81c \uac15\ud654, \uc628\ubcf4\ub4dc \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98 \ubc1c\uc804 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, SiC\uc758 \ub192\uc740 \uc5d0\ud53c\ud0dd\uc2dc \uacb0\ud568\ub960, GaN \uc7a5\uce58 \uac80\uc99d \uaca9\ucc28, SiC \ubd80\uc6b8 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc758\uc874\uc131, \ub2e4\uc774\uc544\ubaac\ub4dc \uc7a5\uce58 \ud328\ud0a4\uc9d5 \ub178\ud558\uc6b0 \ubd80\uc871 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 \uc7ac\ub8cc(\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC), \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN), \ub2e4\uc774\uc544\ubaac\ub4dc, \uc9c8\ud654\uc54c\ub8e8\ubbf8\ub284(AlN) \ub4f1), \uc7a5\uce58 \uc720\ud615(\uc804\ub825 \uc7a5\uce58, RF \ubc0f \ub9c8\uc774\ud06c\ub85c\uc6e8\uc774\ube0c \uc7a5\uce58, \uad11\uc804\uc790 \uc7a5\uce58 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \uac00\uc804\uc81c\ud488, \uc0b0\uc5c5 \ubc0f \uc81c\uc870, \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 \ub4f1), \uc6e8\uc774\ud37c \ud06c\uae30(2\uc778\uce58 \uc774\ud558, 4\uc778\uce58, 6\uc778\uce58, 8\uc778\uce58 \uc774\uc0c1), \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 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uad11\ub300\uc5ed \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2025\ub144 22\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2030\ub144\uae4c\uc9c0 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc7ac\ub8cc\ubcc4\ub85c\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC)\uac00 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 68.36%\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc790\ub3d9\ucc28 \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubc0f \uc0b0\uc5c5\uc6a9 \ub4dc\ub77c\uc774\ube0c\uc758 \uace0\uc804\uc555 \uc694\uad6c \uc0ac\ud56d\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN)\ub294 5G \uae30\uc9c0\uad6d \ubc30\uce58 \ubc0f \uace0\uc18d \ucda9\uc804 \uc5b4\ub311\ud130\uc758 \uace0\uc8fc\ud30c \ud6a8\uc728 \ubc0f \uc18c\ud615 \ud3fc\ud329\ud130 \uc694\uad6c\uc5d0 \ud798\uc785\uc5b4 SiC\ubcf4\ub2e4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8\uc778\uce58 SiC \uc6e8\uc774\ud37c\ub294 2024\ub144\ubd80\ud130 2027\ub144 \uc0ac\uc774\uc5d0 \uc0c8\ub85c\uc6b4 200mm \ud339\uc774 \uac00\ub3d9\ub428\uc5d0 \ub530\ub77c 14.36%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uc0dd\uc0b0\uc5d0 \uce68\ud22c\ud558\uc5ec \uc7a5\uce58\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ub0a8\ubbf8\uac00 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uadf8\ub9ac\ub4dc \ud604\ub300\ud654 \ubc0f \uc778\ud504\ub77c \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 2030\ub144\uae4c\uc9c0 14.13%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacf5\uae09\ub9dd \uce21\uba74\uc5d0\uc11c\ub294 \uc18c\uc218\uc758 SiC \ubd80\uc6b8 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc758\uc874\uc131\uacfc \uac08\ub968 \uc2dc\uc7a5\uc5d0\uc11c \uc911\uad6d\uc758 \uc9c0\ubc30\ub825\uc774 \ud5a5\ud6c4 2\ub144\uac04 \uc911\uc694\ud55c \uc870\ub2ec \ucde8\uc57d\uc810\uc73c\ub85c \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ub2e4\ub8e8\uba70, Wolfspeed, STMicroelectronics, Infineon Technologies, Rohm, onsemi \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \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-33235","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\/33235"}],"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=33235"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/33235\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=33235"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=33235"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=33235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}