{"id":34238,"date":"2026-02-10T06:08:20","date_gmt":"2026-02-10T06:08:20","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/osat-market-mordor\/"},"modified":"2026-09-11T02:28:02","modified_gmt":"2026-09-10T17:28:02","slug":"osat-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/osat-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 OSAT \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/osat-market_1709554048791_OSAT_Market_ML.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\/osat-market-size-image-1767019084314.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 \ucc28\ub7c9\ub2f9 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 5G \uae30\ubc18\uc758 \ucca8\ub2e8 RF \ud328\ud0a4\uc9c0 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc774\uc885 \ud1b5\ud569\uc774 \ud544\uc694\ud55c AI\/HPC \uce69\ub81b \uc544\ud0a4\ud14d\ucc98<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ud339\ub9ac\uc2a4 \uc544\uc6c3\uc18c\uc2f1 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubbf8\uad6d CHIPS \ubc0f EU Chips \ubc95\uc548\uc774 \ud604\uc9c0 OSAT \uad6c\ucd95 \uc7a5\ub824<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\ub85c \uc778\ud55c \uc6e8\uc774\ud37c \ub808\ubca8 \ud32c\uc544\uc6c3 \ucc44\ud0dd \uc99d\uac00<\/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 \uc120\ub3c4 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM\uc758 \uc218\uc9c1 \ud1b5\ud569<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c \uac15\ub3c4 \ubc0f \uae34 \uc7a5\ube44 \ub9ac\ub4dc \ud0c0\uc784<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucca8\ub2e8 \ub3c4\uad6c\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubd84\uc57c\uc758 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871<\/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 \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \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 \uc11c\ube44\uc2a4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud328\ud0a4\uc9d5<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud14c\uc2a4\ud2b8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud328\ud0a4\uc9d5 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubcfc \uadf8\ub9ac\ub4dc \uc5b4\ub808\uc774 (BGA)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uce69 \uc2a4\ucf00\uc77c \ud328\ud0a4\uc9c0 (CSP)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ucffc\ub4dc \ud50c\ub7ab \/ \ub4c0\uc5bc \uc778\ub77c\uc778 (QFP\/DIP)<\/li>\n<li class=\"toc-level-3\">5.2.4 \uba40\ud2f0 \uce69 \ubaa8\ub4c8 (MCM)<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5 (WLP)<\/li>\n<li class=\"toc-level-3\">5.2.6 \ud32c\uc544\uc6c3 \ud328\ud0a4\uc9d5 (FO-WLP \/ FO-BGA)<\/li>\n<li class=\"toc-level-3\">5.2.7 \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0 (SiP)<\/li>\n<li class=\"toc-level-3\">5.2.8 \uc2e4\ub9ac\ucf58 \uad00\ud1b5 \uc804\uadf9 (2.5D\/3D TSV)<\/li>\n<li class=\"toc-level-3\">5.2.9 \ud50c\ub9bd \uce69 (FC-BGA \/ FC-CSP)<\/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 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.4 \ucef4\ud4e8\ud305 \ubc0f \ub124\ud2b8\uc6cc\ud0b9<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.3.6 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uae30\uc220 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u226528 nm<\/li>\n<li class=\"toc-level-3\">5.4.2 16\/14 nm<\/li>\n<li class=\"toc-level-3\">5.4.3 10\/7 nm<\/li>\n<li class=\"toc-level-3\">5.4.4 5 nm \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.4.5 \ub808\uac70\uc2dc (90-65 nm)<\/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\n<ul>\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<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc2f1\uac00\ud3ec\ub974<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.7 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.8 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9\n<ul>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc774\uc2a4\ub77c\uc5d8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.5 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/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, \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 ASE Technology Holding Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Amkor Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Jiangsu Changjiang Electronics Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Siliconware Precision Industries Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Powertech Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 King Yuan Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Tongfu Microelectronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Tianshui Huatian Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 UTAC Holdings Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Unisem (M) Berhad<\/li>\n<li class=\"toc-level-3\">6.4.11 Hana Micron Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 ChipMOS Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Formosa Advanced Technologies Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Chipbond Technology Corporation<\/li>\n<li class=\"toc-level-3\">6.4.15 Lingsen Precision Industries, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Suchi Semicon Pvt. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 Nepes Corporation<\/li>\n<li class=\"toc-level-3\">6.4.18 Silicon Box Pte. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Shinko Electric Industries Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Carsem (M) Sdn. Bhd.<\/li>\n<li class=\"toc-level-3\">6.4.21 SFA Semicon Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.22 Stats ChipPAC Pte. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.23 Orient Semiconductor Electronics, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.24 Integra Technologies LLC<\/li>\n<li class=\"toc-level-3\">6.4.25 Anam Semiconductor 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>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc544\uc6c3\uc18c\uc2f1 \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8(OSAT) \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI), \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC), \uc790\ub3d9\ucc28 \uc804\uc7a5\ud654\uc758 \uc9c0\uc18d\uc801\uc778 \ubc1c\uc804\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \uc548\uc804 \ud544\uc218 \ud14c\uc2a4\ud2b8 \ud750\ub984\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uba70, \uc804\ubb38 \ubc31\uc5d4\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uaddc\ubaa8<\/p>\n<p>OSAT \uc2dc\uc7a5\uc740 2025\ub144 470.9\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 511.2\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 771.2\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 8.56%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70 \ucd5c\ub300 \uc2dc\uc7a5 \uc9c0\uc704\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \ucc28\ub7c9\ub2f9 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \uc99d\uac00 (CAGR +1.8% \uc601\ud5a5): \uc790\ub3d9\ucc28 OEM\ub4e4\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc804\ud658\ud558\uba74\uc11c \ucc28\ub7c9\ub2f9 \ubc18\ub3c4\uccb4 \ubd80\ud488 \ube44\uc6a9\uc774 \uc0c1\uc2b9\ud558\uace0 \uace0\uc2e0\ub8b0\uc131 \ud328\ud0a4\uc9d5 \uc218\uc694\uac00 \uc99d\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc18c\uc790\uc758 \ucc44\ud0dd \uc99d\uac00\uc640 AEC-Q100 \ubc0f ISO 26262\uc640 \uac19\uc740 \uc790\ub3d9\ucc28 \uc0b0\uc5c5 \ud45c\uc900 \uc900\uc218\uc758 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5G \uae30\ubc18 \ucca8\ub2e8 RF \ud328\ud0a4\uc9c0 \uc218\uc694 (CAGR +1.2% \uc601\ud5a5): 5G \uae30\uc9c0\uad6d \ud655\uc0b0\uc73c\ub85c \ubc00\ub9ac\ubbf8\ud130\ud30c(mmWave) \ub300\uc5ed\uc5d0\uc11c \uc800\uc190\uc2e4 \uae30\ud310, \uc804\ub3c4\uc131 \ucc28\ud3d0, \uc18c\ud615 \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0(SiP) \ud48b\ud504\ub9b0\ud2b8\uac00 \ud544\uc694\ud574\uc84c\uc2b5\ub2c8\ub2e4. 6G \ud14c\uc2a4\ud2b8\ubca0\ub4dc\uc5d0 \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \uad11\ud559 \uae30\uc220\uc774 \ub3c4\uc785\ub418\uba74\uc11c OSAT \uae30\uc5c5\uc758 \ud63c\ud569 \uc2e0\ud638 \uc870\ub9bd \ubc0f \ucca8\ub2e8 \uc5f4 \uc194\ub8e8\uc158 \uc5ed\ub7c9 \uac15\ud654\uac00 \uc694\uad6c\ub429\ub2c8\ub2e4.<br \/>\n*   AI\/HPC \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\uc758 \uc774\uc885 \ud1b5\ud569 \ud544\uc694\uc131 (CAGR +2.1% \uc601\ud5a5): \ubaa8\ub180\ub9ac\uc2dd \ub2e4\uc774 \uc2a4\ucf00\uc77c\ub9c1\uc758 \uacbd\uc81c\uc801 \ud55c\uacc4\uc5d0 \ub3c4\ub2ec\ud568\uc5d0 \ub530\ub77c AI \uac00\uc18d\uae30 \ubc0f \ub370\uc774\ud130\uc13c\ud130 CPU\uc5d0\uc11c \uce69\ub81b \ubd84\ud560 \ubc29\uc2dd\uc774 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. ASE\uc758 VIPack \ud50c\ub7ab\ud3fc\uacfc Intel\uc758 EMIB \ubc0f Foveros\uc640 \uac19\uc740 \uae30\uc220\uc740 \ud6a8\uc728\uc801\uc778 \uce69\ub81b \ud1b5\ud569\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, \ub2e4\uc911 \ub2e4\uc774 \ubaa8\ub4c8\uc5d0 \ud544\uc694\ud55c \ud2b9\uc218 \uc2e0\ub8b0\uc131 \ud14c\uc2a4\ud2b8 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ud339\ub9ac\uc2a4 \uc544\uc6c3\uc18c\uc2f1 \uc99d\uac00 (CAGR +1.5% \uc601\ud5a5): \uc804 \uc138\uacc4 \ud30c\uc6b4\ub4dc\ub9ac \uac00\ub3d9\ub960\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ubc31\uc5d4\ub4dc \uc791\uc5c5\uc744 \uc804\uc801\uc73c\ub85c \uc544\uc6c3\uc18c\uc2f1\ud558\ub294 \ud339\ub9ac\uc2a4(fab-lite) \ubaa8\ub378\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub3d9\ub0a8\uc544\uc2dc\uc544 OSAT \ud074\ub7ec\uc2a4\ud130\ub85c\uc758 \uc870\ub9bd \ubb3c\ub7c9 \uc774\ub3d9\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d CHIPS \ubc0f EU Chips Act\uc758 \ud604\uc9c0 OSAT \uad6c\ucd95 \uc7a5\ub824 (CAGR +0.9% \uc601\ud5a5): \ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc9c0\uc5ed\uc758 \uc815\ucc45\uc801 \uc9c0\uc6d0\uc774 \ud604\uc9c0 OSAT \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc720\ub3c4\ud558\uba70 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \uc7ac\ud3b8\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\ud654\ub85c \uc778\ud55c \uc6e8\uc774\ud37c \ub808\ubca8 \ud32c\uc544\uc6c3 \ucc44\ud0dd (CAGR +0.7% \uc601\ud5a5): \ud658\uacbd \uaddc\uc81c \uac15\ud654\ub85c \ub2e8\uc704 \ucc98\ub9ac\ub7c9\ub2f9 \uc5d0\ub108\uc9c0 \uc0ac\uc6a9\ub7c9\uc774 \ub0ae\uc740 \uc6e8\uc774\ud37c \ub808\ubca8 \ud32c\uc544\uc6c3(Fan-Out Wafer-Level) \uae30\uc220 \ucc44\ud0dd\uc774 \uc7a5\ub824\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \uc120\ub3c4 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM\uc758 \uc218\uc9c1 \ud1b5\ud569 (CAGR -1.4% \uc601\ud5a5): TSMC\uc758 3DFabric, \uc0bc\uc131 \ubc0f Intel\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc11c\ube44\uc2a4 \ud655\uc7a5\uc774 \ud328\ud0a4\uc9d5 \ubc0f \ud14c\uc2a4\ud2b8 \ud750\ub984\uc744 \ud1b5\ud569\ud558\uc5ec \ub3c5\ub9bd OSAT \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc7a0\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c \uac15\ub3c4 \ubc0f \uae34 \uc7a5\ube44 \ub9ac\ub4dc \ud0c0\uc784 (CAGR -0.8% \uc601\ud5a5): \uc0c8\ub85c\uc6b4 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub77c\uc778 \uad6c\ucd95\uc5d0 \ub9c9\ub300\ud55c \ube44\uc6a9(1\uc5b5~2\uc5b5 \ub2ec\ub7ec)\uacfc \uae34 \uc7a5\ube44 \uc870\ub2ec \uae30\uac04(12~18\uac1c\uc6d4)\uc774 \uc18c\uc694\ub418\uc5b4 \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc758 \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c (CAGR -0.6% \uc601\ud5a5): \uc911\uad6d-\ubbf8\uad6d \uae30\uc220 \uc81c\ud55c\uacfc \uac19\uc740 \uc9c0\uc815\ud559\uc801 \uc694\uc778\uc774 \ucca8\ub2e8 \uc7a5\ube44 \uacf5\uae09\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uccd0 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubd84\uc57c\uc758 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871 (CAGR -0.5% \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc120\uc9c4 \uc2dc\uc7a5\uc5d0\uc11c \uc219\ub828\ub41c \uc778\ub825 \ubd80\uc871\uc774 OSAT \uc0b0\uc5c5\uc758 \ubc1c\uc804\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc11c\ube44\uc2a4 \uc720\ud615\ubcc4: \ud328\ud0a4\uc9d5\uc774 2025\ub144 \ub9e4\ucd9c\uc758 76.80%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ud14c\uc2a4\ud2b8 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 10.35%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. AI \ubc0f HPC \uc124\uacc4\ub294 \uce69\ub81b \uc0c1\ud638 \uc5f0\uacb0 \uc9c0\uc5f0 \uc2dc\uac04, \ub3d9\uc801 \uc5f4 \uc2a4\ub85c\ud2c0\ub9c1, \ub525\ub7ec\ub2dd \uc6cc\ud06c\ub85c\ub4dc \uc131\ub2a5\uc744 \uac80\uc99d\ud558\ub294 \uc2dc\uc2a4\ud15c \ub808\ubca8 \ud14c\uc2a4\ud2b8\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uc720\ud615\ubcc4: \ubcfc \uadf8\ub9ac\ub4dc \uc5b4\ub808\uc774(BGA)\ub294 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 23.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uc8fc\ub958 \uc18c\ube44\uc790 \ubc0f \uc0b0\uc5c5 \ud50c\ub7ab\ud3fc\uc5d0 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9c0(FOWLP)\ub294 \ubaa8\ubc14\uc77c \ud504\ub85c\uc138\uc11c \ubc0f AI \uac00\uc18d\uae30\uc758 \uace0\ubc00\ub3c4 \uc7ac\ubd84\ubc30 \ub808\uc774\uc5b4 \uc804\ud658\uc5d0 \ud798\uc785\uc5b4 11.02%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud1b5\uc2e0 \uc2dc\uc2a4\ud15c\uc774 2025\ub144 \ub9e4\ucd9c\uc758 32.10%\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc73c\ub098, \uc790\ub3d9\ucc28 \uc804\uc7a5\ud654 \ubc0f ADAS(\ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c) \ubaa8\ub4c8\uc774 12.85%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub178\ub4dc\ubcc4: \ub808\uac70\uc2dc \ub178\ub4dc(\u226528 nm)\ub294 2025\ub144 OSAT \uc2dc\uc7a5 \uaddc\ubaa8\uc758 45.70%\ub97c \ucc28\uc9c0\ud558\uba70 \uc544\ub0a0\ub85c\uadf8, \uc804\ub825 \uad00\ub9ac, \uc790\ub3d9\ucc28 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec \ubd84\uc57c\uc5d0 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc11c\ube0c-5 nm \ub178\ub4dc\ub294 AI \ud6c8\ub828 \uac00\uc18d\uae30, \ud504\ub9ac\ubbf8\uc5c4 \uc2a4\ub9c8\ud2b8\ud3f0, \ub370\uc774\ud130\uc13c\ud130 CPU\uc5d0 \uc758\ud574 14.35%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 OSAT \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 72.90%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70 2031\ub144\uae4c\uc9c0 9.45%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub300\ub9cc, \uc911\uad6d, \ud55c\uad6d\uc774 \ud575\uc2ec \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, \ubb34\uc5ed \ub9c8\ucc30\ub85c \uc778\ud574 \ub9d0\ub808\uc774\uc2dc\uc544, \ubca0\ud2b8\ub0a8, \ud544\ub9ac\ud540 \ub4f1\uc73c\ub85c \ub2e4\uac01\ud654\uac00 \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 Kaynes Technology \ubc0f Tata Electronics\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790 \uc720\uce58 \ub4f1 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4. Amkor\ub294 \uc560\ub9ac\uc870\ub098\uc5d0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc124\uc744 \ucc29\uacf5\ud588\uc73c\uba70, Texas Instruments\ub294 600\uc5b5 \ub2ec\ub7ec \ud22c\uc790 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ud2c8\uc0c8 R&#038;D\uc5d0\uc11c \ub300\uaddc\ubaa8 \uc0dd\uc0b0\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Silicon Box\ub294 \uc774\ud0c8\ub9ac\uc544\uc5d0 13\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 \ud328\ub110 \ub808\ubca8 \uacf5\uc7a5 \uc2b9\uc778\uc744 \ubc1b\uc558\uc73c\uba70, Onsemi\ub294 \uccb4\ucf54\uc5d0 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 SiC \ub77c\uc778\uc744 \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc774\uc2a4\ub77c\uc5d8\uacfc UAE\uac00 \ubc31\uc5d4\ub4dc \ud22c\uc790 \uc720\uce58\ub97c \uc704\ud55c \uc815\ucc45 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \ud3c9\uac00\ud558\uba70 \uc2e0\ud765 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>ASE Technology, Amkor Technology, JCET \ub4f1 \uc0c1\uc704 3\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 2024\ub144 \ub9e4\ucd9c\uc758 \uc57d 45-50%\ub97c \ucc28\uc9c0\ud558\uba70 \uc911\uac04 \uc218\uc900\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. TSMC\uc758 3DFabric\uacfc \uac19\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\uc758 \ubc31\uc5d4\ub4dc \uc11c\ube44\uc2a4 \ud1b5\ud569\uc73c\ub85c \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. OSAT \uae30\uc5c5\ub4e4\uc740 \uc774\uc885 \ud1b5\ud569, \ud3ec\ud1a0\ub2c9\uc2a4, \uc790\ub3d9\ucc28 \uc548\uc804 \ud328\ud0a4\uc9c0 \ub4f1\uc5d0 \ud22c\uc790\ud558\uc5ec \ucc28\ubcc4\ud654\ub97c \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ubd80 \ubcf4\uc870\uae08\uc740 \uc778\ub3c4, \ubca0\ud2b8\ub0a8 \ub4f1 \uc2e0\uaddc \uc9c4\uc785 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \ud328\ub7ec\ub2e4\uc784\uc740 \ube44\uc6a9 \uacbd\uc7c1\uc5d0\uc11c \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \uad11\ud559 \uc870\ub9bd, \uba38\uc2e0\ub7ec\ub2dd \uae30\ubc18 \ud14c\uc2a4\ud2b8 \ucd5c\uc801\ud654, \uc21c\ud658 \uacbd\uc81c \uc7ac\ub8cc \ud750\ub984\uacfc \uac19\uc740 \ucc28\ubcc4\ud654\ub41c \uac00\uce58 \uc81c\uc548\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: TSMC\uc640 ASE\ub294 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5 \uacbd\uc7c1\uc744 \uc2ec\ud654\ud588\uc73c\uba70, ASE\ub294 AI \uce69\uc6a9 310mm\u00d7310mm \ud328\ub110\uc5d0 2\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 7\uc6d4: SkyWater\ub294 Infineon\uc758 \uc624\uc2a4\ud2f4 \uacf5\uc7a5\uc744 9,300\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \ubbf8\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc8fc\uad8c\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: Texas Instruments\ub294 \ubbf8\uad6d \ub0b4 7\uac1c \ud339\uc5d0 600\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Thales, Radiall, Foxconn\uc740 2\uc5b5 5\ucc9c\ub9cc \uc720\ub85c \uc774\uc0c1\uc758 \ud504\ub791\uc2a4 OSAT \ubd80\uc9c0 \uac74\uc124\uc744 \uc704\ud55c \ub17c\uc758\ub97c \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860\uc801\uc73c\ub85c, OSAT \uc2dc\uc7a5\uc740 AI, 5G, \uc790\ub3d9\ucc28 \uc804\uc7a5\ud654 \ub4f1 \ucca8\ub2e8 \uae30\uc220\uc758 \ubc1c\uc804\uc5d0 \ud798\uc785\uc5b4 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM\uc758 \uc218\uc9c1 \ud1b5\ud569\uacfc \uac19\uc740 \uc81c\uc57d \uc694\uc778\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, OSAT \uae30\uc5c5\ub4e4\uc740 \uc774\uc885 \ud1b5\ud569 \ubc0f \ucc28\ubcc4\ud654\ub41c \uc11c\ube44\uc2a4 \uc81c\uacf5\uc744 \ud1b5\ud574 \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc73c\uba70, \uac01\uad6d \uc815\ubd80\uc758 \uc815\ucc45\uc801 \uc9c0\uc6d0 \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>OSAT(\uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8) \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 OSAT(Outsourced Semiconductor Assembly And Test) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. OSAT \uae30\uc5c5\uc740 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0\uc11c \uc0dd\uc0b0\ub41c \uc2e4\ub9ac\ucf58 \uc7a5\uce58\uc5d0 \ub300\ud55c \ud328\ud0a4\uc9d5 \ubc0f \ud14c\uc2a4\ud2b8 \uc11c\ube44\uc2a4\ub97c \uc81c3\uc790\uc5d0\uac8c \uc81c\uacf5\ud558\uba70, \ud1b5\uc2e0, \uc18c\ube44\uc790 \uac00\uc804, \ucef4\ud4e8\ud305\uacfc \uac19\uc740 \uae30\uc874 \uc2dc\uc7a5\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc790\ub3d9\ucc28 \uc804\uc7a5, \uc0ac\ubb3c \uc778\ud130\ub137(IoT), \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc640 \uac19\uc740 \uc2e0\ud765 \uc2dc\uc7a5\uc744 \uc704\ud55c \ud601\uc2e0\uc801\uc778 \ud328\ud0a4\uc9d5 \ubc0f \ud14c\uc2a4\ud2b8 \uc194\ub8e8\uc158 \uc81c\uacf5\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\nOSAT \uc2dc\uc7a5\uc740 2026\ub144 511.2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 771.2\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uae30\uc900 72.90%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc131\uc219\ud55c \uacf5\uae09\ub9dd\uacfc \ud30c\uc6b4\ub4dc\ub9ac\uc640\uc758 \uc9c0\ub9ac\uc801 \uadfc\uc811\uc131\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9\ub2f9 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \uc99d\uac00: \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uc804\ub3d9\ud654 \ubc0f \ucca8\ub2e8\ud654\ub85c \ucc28\ub7c9\ub2f9 \ubc18\ub3c4\uccb4 \ud0d1\uc7ac\ub7c9\uc774 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5G \ubc0f AI\/HPC \uc218\uc694: 5G \ud1b5\uc2e0 \uae30\uc220\uc758 \ud655\uc0b0\uacfc AI\/\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\uc758 \ubc1c\uc804\uc740 \uc774\uc885 \uc9d1\uc801(heterogeneous integration)\uc744 \ud544\uc694\ub85c \ud558\ub294 \ucca8\ub2e8 RF \ud328\ud0a4\uc9c0 \ubc0f \uace0\ubc00\ub3c4 \uc0c1\ud638 \uc5f0\uacb0 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871: \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc740 \ud339\ub9ac\uc2a4(fab-lite) \uae30\uc5c5\ub4e4\uc758 OSAT \uc544\uc6c3\uc18c\uc2f1\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d CHIPS Act \ubc0f EU Chips Act\uc640 \uac19\uc740 \uc815\ucc45\uc740 \ud604\uc9c0 OSAT \uc2dc\uc124 \uad6c\ucd95\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc18d \uac00\ub2a5\uc131 \uc694\uad6c: \uc9c0\uc18d \uac00\ub2a5\uc131 \ubaa9\ud45c\ub294 \uc6e8\uc774\ud37c \ub808\ubca8 \ud32c\uc544\uc6c3(Fan-Out) \ud328\ud0a4\uc9d5 \ucc44\ud0dd\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc758 \uc131\uc7a5: \ud2b9\ud788 \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5\uc740 AI \uac00\uc18d\uae30 \ubc0f \ubaa8\ubc14\uc77c \ud504\ub85c\uc138\uc11c\uc5d0 \ud544\uc694\ud55c \uc18c\ud615 \ud3fc\ud329\ud130\uc640 \uace0\ubc00\ub3c4 \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc81c\uacf5\ud558\uba70, 2031\ub144\uae4c\uc9c0 11.02%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubd84\uc57c\uc758 \ud328\ud0a4\uc9d5 \ubc0f \ud14c\uc2a4\ud2b8 \uc218\uc694\ub294 12.85%\uc758 CAGR\uc744 \ubcf4\uc774\uba70 \uc7a5\uae30 \uacc4\uc57d \uae30\ud68c\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   \uc120\ub3c4 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM\uc758 \uc218\uc9c1 \ud1b5\ud569: \uc8fc\uc694 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM)\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \uc81c3\uc790 OSAT \uae30\uc5c5\uc758 \uc131\uc7a5\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c \ubc0f \uc7a5\ube44 \ub9ac\ub4dc \ud0c0\uc784: \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc7a5\ube44\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c\uacfc \uae34 \uc7a5\ube44 \uc870\ub2ec \uae30\uac04\uc740 \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c: \ucca8\ub2e8 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c\ub294 \uc2dc\uc7a5 \ubd88\ud655\uc2e4\uc131\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n*   \uc219\ub828\ub41c \uc778\ub825 \ubd80\uc871: \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubd84\uc57c\uc758 \uc219\ub828\ub41c \uc778\ub825 \ubd80\uc871\ub3c4 \uc911\uc694\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \uc911\uae30\uc801\uc73c\ub85c \uc2dc\uc7a5 CAGR\uc744 1.4% \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc138\ubd84\ud654<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc11c\ube44\uc2a4 \uc720\ud615(\ud328\ud0a4\uc9d5, \ud14c\uc2a4\ud2b8), \ud328\ud0a4\uc9d5 \uc720\ud615(BGA, CSP, QFP\/DIP, MCM, WLP, Fan-Out, SiP, TSV, Flip-Chip \ub4f1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud1b5\uc2e0, \uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, \ucef4\ud4e8\ud305 \ubc0f \ub124\ud2b8\uc6cc\ud0b9, \uc0b0\uc5c5 \ub4f1), \uae30\uc220 \ub178\ub4dc(28nm \uc774\uc0c1, 16\/14nm, 10\/7nm, 5nm \uc774\ud558, \ub808\uac70\uc2dc \ub178\ub4dc), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5\uc744 \uc0c1\uc138\ud558\uac8c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \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\ub8f9\ub2c8\ub2e4. ASE Technology Holding, Amkor Technology, JCET, SPIL, Powertech Technology, Hana Micron \ub4f1 \uc8fc\uc694 OSAT \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(white-space) \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c(unmet-need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\uc640 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-34238","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\/34238"}],"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=34238"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/34238\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=34238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=34238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=34238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}