{"id":35417,"date":"2026-02-10T18:17:04","date_gmt":"2026-02-10T18:17:04","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/optical-interconnect-market-mordor\/"},"modified":"2026-03-27T18:55:15","modified_gmt":"2026-03-27T09:55:15","slug":"optical-interconnect-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/optical-interconnect-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uad11 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/optical-interconnect-market-1750233785411-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\/optical-interconnect-market-size-image-1767810353085.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 \ud1b5\uc2e0 \ub300\uc5ed\ud3ed \uc218\uc694 \uc99d\uac00 (\ud074\ub77c\uc6b0\ub4dc, AI, HPC)<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub370\uc774\ud130\uc13c\ud130 \uc778\ud130\ucee4\ub125\ud2b8(DCI) \uad6c\ucd95 \ud22c\uc790 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc804\ubc18\uc758 \ube60\ub978 400G\/800G \ub9c8\uc774\uadf8\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84\uc758 \uc0c1\uc5c5\uc801 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc2a4\uc704\uce58 ASIC\uc6a9 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(CPO)\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc7a5\uac70\ub9ac \ub9c1\ud06c\ub97c \uc704\ud55c \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8(LNOI) \ud3ec\ud1a0\ub2c9\uc2a4 \ub4f1\uc7a5<\/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 \ucc28\uc138\ub300 \uad11 \uc778\ud130\ucee4\ub125\ud2b8 \uae30\uc220\uc758 \ub354\ub518 \uc0c1\uc6a9\ud654<\/li>\n<li class=\"toc-level-3\">4.3.2 800G\/1.6T \uad11\ud559 \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c<\/li>\n<li class=\"toc-level-3\">4.3.3 CPO \ubc0f \ud1b5\ud569 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc778\ub4d0-\uc778\ud654\ubb3c \uc6e8\uc774\ud37c \ubc0f \ud328\ud0a4\uc9d5 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \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\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\/\uc18c\ube44\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 \uc81c\ud488\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 \uc81c\ud488\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uad11 \ud2b8\ub79c\uc2dc\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc561\ud2f0\ube0c \uad11 \ucf00\uc774\ube14 (AOC)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc784\ubca0\ub514\ub4dc \uad11 \ubaa8\ub4c8 (EOM)<\/li>\n<li class=\"toc-level-3\">5.1.4 \ucf00\uc774\ube14 \uc5b4\uc148\ube14\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.5 \uad11 \ucee4\ub125\ud130<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc0c1\ud638 \uc5f0\uacb0 \uc218\uc900\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uce69-\ud22c-\uce69<\/li>\n<li class=\"toc-level-3\">5.2.2 \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \/ \ub799 \uc218\uc900<\/li>\n<li class=\"toc-level-3\">5.2.3 \uba54\ud2b8\ub85c \ubc0f \uc7a5\uac70\ub9ac DCI<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uad11\uc12c\uc720 \ubaa8\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ub2e8\uc77c \ubaa8\ub4dc \uad11\uc12c\uc720<\/li>\n<li class=\"toc-level-3\">5.3.2 \ub2e4\uc911 \ubaa8\ub4dc \uad11\uc12c\uc720<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ub370\uc774\ud130 \uc804\uc1a1\ub960\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 40Gbps \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.4.2 40-100Gbps<\/li>\n<li class=\"toc-level-3\">5.4.3 100-400Gbps<\/li>\n<li class=\"toc-level-3\">5.4.4 400Gbps \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub370\uc774\ud130 \ud1b5\uc2e0<\/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 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 UAE<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.6.5.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.6.2 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \ud589\ubcf4<\/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, \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 3M \ucef4\ud37c\ub2c8<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc554\ud398\ub180 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.3 \ube0c\ub85c\ub4dc\ucef4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc2dc\uc5d0\ub098 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc2dc\uc2a4\ucf54 \uc2dc\uc2a4\ud15c\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 \ucf54\ud788\uc5b4\ub7f0\ud2b8 Corp. (\uad6c II-VI)<\/li>\n<li class=\"toc-level-3\">6.4.7 \ucef4\uc2a4\ucf54\ud504 \ud640\ub529 Co.<\/li>\n<li class=\"toc-level-3\">6.4.8 \ucf54\ub2dd Incorporated<\/li>\n<li class=\"toc-level-3\">6.4.9 FIT \ud63c \ud145 (\ubab0\ub809\uc2a4) Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 \uace0!\ud3ec\ud1a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 \ud654\uc6e8\uc774 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 \uc778\ud53c\ub124\ub77c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.14 \ub8e8\uba58\ud140 \ud640\ub529\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc5d4\ube44\ub514\uc544 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc0d8\ud14d Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad \uc778\ub354\uc2a4\ud2b8\ub9ac\uc988 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 TE \ucee4\ub125\ud2f0\ube44\ud2f0 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 ZTE \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.20 \uae30\ud0c0 (\ucd94\uac00 \ud2c8\uc0c8 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\ud0c0\ud2b8\uc5c5)<\/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\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \uc6cc\ud06c\ub85c\ub4dc\uc758 \ub300\uc5ed\ud3ed \uc694\uad6c \uc99d\uac00, \uad6c\ub9ac \uae30\ubc18 \uc5f0\uacb0\uc5d0\uc11c \uad11\uc790 \uae30\ubc18 \uc5f0\uacb0\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc124\ube44 \ud22c\uc790 \ud655\ub300\uc5d0 \ud798\uc785\uc5b4 \uad04\ubaa9\ud560 \ub9cc\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc774 \uc2dc\uc7a5\uc740 2025\ub144 193\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 218\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2031\ub144\uc5d0\ub294 400\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 12.86%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc608\uce21<br \/>\n\uc5f0\uad6c \uae30\uac04\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc774\uba70, 2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 218\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec, 2031\ub144\uc5d0\ub294 400\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774\uba70, \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc740 \ubd81\ubbf8 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778<br \/>\n1.  \ud074\ub77c\uc6b0\ub4dc, AI \ubc0f HPC \ub300\uc5ed\ud3ed \uc218\uc694 \uc99d\uac00: \uc0dd\uc131\ud615 AI \ud074\ub7ec\uc2a4\ud130\ub294 \uae30\uc874 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\ubcf4\ub2e4 10~100\ubc30 \ub354 \ub9ce\uc740 \uad11\uc12c\uc720\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\ub97c \ub118\uc5b4 \uad11\uc790 \uae30\ubc18 \uc194\ub8e8\uc158\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Meta\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\uc740 \uc774\ubbf8 \ub799 \uacbd\uacc4\uc5d0\uc11c \uad6c\ub9ac \uc5f0\uacb0\uc758 \ud55c\uacc4\ub97c \uacbd\ud5d8\ud558\uba70, \ucd08\ub2f9 \uc218\ubc31 \ud14c\ub77c\ube44\ud2b8(Tbps)\ub97c \uc9c0\uc6d0\ud558\ub294 \uad11\ud559 \ud1a0\ud3f4\ub85c\uc9c0\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc18d \uc774\ub354\ub137 \ud3ec\ud2b8 \ucd9c\ud558\ub7c9\uc740 2023\ub144 7\ucc9c\ub9cc \uac1c\uc5d0\uc11c 2026\ub144 2\uc5b5 4\ucc9c\ub9cc \uac1c \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 1.6T \uc778\ud130\ud398\uc774\uc2a4\uc758 \ud655\uc0b0\uacfc \uada4\ub97c \uac19\uc774 \ud569\ub2c8\ub2e4.<br \/>\n2.  \ub370\uc774\ud130\uc13c\ud130 \uc778\ud130\ucee4\ub125\ud2b8(DCI) \ud22c\uc790 \ud655\ub300: Microsoft\ub294 \ubd84\uc0b0\ud615 \ud074\ub77c\uc6b0\ub4dc \ubc31\ubcf8 \uac15\ud654\ub97c \uc704\ud574 80\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc0c8\ub85c\uc6b4 \ub2e4\ud06c \ud30c\uc774\ubc84 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. Dell\u2019Oro\ub294 AI \ubc31\uc5d4\ub4dc \ub124\ud2b8\uc6cc\ud06c\uac00 2028\ub144\uae4c\uc9c0 200\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc774\ub294 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5 \uc218\uc694\uac00 \ud5a5\ud6c4 10\ub144\uac04 \uc77c\ubc18 \uc11c\ubc84 \uc9c0\ucd9c\uc744 \ub2a5\uac00\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \uc790\uccb4 \ud574\uc800 \ucf00\uc774\ube14\uc5d0 \ud22c\uc790\ud558\uc5ec 2029\ub144\uae4c\uc9c0 \ud574\uc800 \ud22c\uc790\ub97c 98\uc5b5 \ub2ec\ub7ec\ub85c \ub298\ub9ac\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ucf54\ud788\uc5b4\ub7f0\ud2b8 \uc804\uc1a1 \uc2dc\uc2a4\ud15c\uc758 \uc2dc\uc7a5 \uae30\ubc18\uc744 \ub354\uc6b1 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  400G\/800G\ub85c\uc758 \ube60\ub978 \uc804\ud658: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 400G \ubc0f 800G \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8 \ucc44\ud0dd\uc740 \uc774\uc804 \uc138\ub300 \uc804\ud658\ubcf4\ub2e4 \ube60\ub974\uac8c \uc9c4\ud589\ub418\uace0 \uc788\uc73c\uba70, Lumentum\uacfc \uac19\uc740 \uacf5\uae09\uc5c5\uccb4\uc758 \ubd84\uae30\ubcc4 \ub9e4\ucd9c \uae30\ub300\uce58\ub97c 2025\ub144 \ub9d0\uae4c\uc9c0 5\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. IEEE\uc758 800GbE \ubc0f 1.6TbE \ud45c\uc900\ud654\ub294 \ub300\ub7c9 \ubc30\ud3ec\uc5d0 \ud544\uc694\ud55c \uae30\ubc18\uc744 \uc81c\uacf5\ud558\uba70, Ciena\uc758 WaveLogic 6 Extreme\uc740 \uc774\ubbf8 3nm CMOS \uae30\uc220\ub85c 1.6Tbps \ub2e8\uc77c \ud30c\uc7a5 \uc804\uc1a1\uc744 \uc2dc\uc5f0\ud558\uc5ec \uae30\uc220 \ub85c\ub4dc\ub9f5\uc774 \ud2b8\ub798\ud53d \uc99d\uac00\ub97c \uc55e\uc11c\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n4.  \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84 \ucc44\ud0dd: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc740 \ub370\uc774\ud130\uc13c\ud130 \uad11\ud559 \uae30\uc220\uc5d0 \ud798\uc785\uc5b4 2024\ub144 21\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2029\ub144 75\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Intel\uc758 \uad11\ud559 I\/O \uce69\ub81b\uc740 \ub2e8\uc77c \ud328\ud0a4\uc9c0\uc5d0 64\ucc44\ub110\uc758 32Gbps \ub370\uc774\ud130\ub97c \ud1b5\ud569\ud558\uc5ec \ucef4\ud4e8\ud305 \ub2e4\uc774\uc640 \ud568\uaed8 \uace0\uc6a9\ub7c9 \uad11\uc790 \ud1b5\ud569\uc758 \uac00\ub2a5\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n5.  \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(CPO)\uc758 \ubd80\uc0c1: \uc2a4\uc704\uce58 ASIC\uacfc \uad11\uc790 I\/O \uac04\uc758 \uaca9\ucc28\ub97c \ud574\uc18c\ud558\ub294 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4\uac00 \uc784\ubca0\ub514\ub4dc \uad11\ud559 \ubaa8\ub4c8\uc758 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Broadcom\uc758 51.2Tbps CPO \ud50c\ub7ab\ud3fc\uc740 \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8\ubcf4\ub2e4 70% \ub0ae\uc740 \uc5d0\ub108\uc9c0 \uc18c\ubaa8\ub97c \ubcf4\uc5ec\uc8fc\uba70, \uc784\ubca0\ub514\ub4dc \ubaa8\ub4c8\uc774 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uacc4\uc18d \ud655\ub300\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778<br \/>\n1.  \ucc28\uc138\ub300 \uae30\uc220\uc758 \ub354\ub518 \uc0c1\uc6a9\ud654: \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4\ub294 \uc5f0\uad6c \uac1c\ubc1c \ubaa8\uba58\ud140\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc2e0\ub8b0\uc131 \ud14c\uc2a4\ud2b8 \ubc0f Optical Internetworking Forum\uc744 \ud1b5\ud55c \ud45c\uc900\ud654\uc5d0 \uc608\uc0c1\ubcf4\ub2e4 \uc624\ub79c \uc2dc\uac04\uc774 \uac78\ub824 \ub300\ub7c9 \ucc44\ud0dd\uae4c\uc9c0\ub294 \uc218\ub144\uc774 \uac78\ub9b4 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n2.  800G\/1.6T \uad11\ud559 \ubc0f \ud328\ud0a4\uc9d5\uc758 \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c: 800G \ubc0f 1.6T \ud50c\ub7ec\uadf8\ud615 \ud2b8\ub79c\uc2dc\ubc84\ub294 \ud604\uc7ac \ub192\uc740 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud615\uc131\ud558\uc5ec \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\ub4e4\uc758 \ucc44\ud0dd\uc744 \uc81c\ud55c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  CPO \ubc0f \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c: \uace0\uc131\ub2a5 \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c CPO \ubc0f \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c\ub294 \uc911\uc694\ud55c \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n4.  \uc778\ub4d0 \uc778\ud654\ubb3c(InP) \uc6e8\uc774\ud37c \ubc0f \ud328\ud0a4\uc9d5 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc81c\uc870 \ud5c8\ube0c\uc5d0 \uc9d1\uc911\ub41c \uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c \ubc0f \ud328\ud0a4\uc9d5 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1\uc740 \uc7a5\uae30\uc801\uc778 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd80\ubb38\ubcc4 \ubd84\uc11d<br \/>\n1.  \uc81c\ud488\ubcc4: \uad11\ud559 \ud2b8\ub79c\uc2dc\ubc84\uac00 2025\ub144 \ub9e4\ucd9c\uc758 36.40%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc784\ubca0\ub514\ub4dc \uad11\ud559 \ubaa8\ub4c8\uc740 \uc2a4\uc704\uce58 \uc100\uc2dc \ub0b4 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4 \uac80\uc99d\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 22.1%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n2.  \uc0c1\ud638\uc5f0\uacb0 \uc218\uc900\ubcc4: \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \ubc0f \ub799-\ub808\ubca8 \ub9c1\ud06c\uac00 2025\ub144 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 44.20%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub294 PCB \ud2b8\ub808\uc774\uc2a4\ub97c \uc6b0\ud68c\ud558\ub294 \uc628-\ud328\ud0a4\uc9c0 \uad11\ud559 \ub808\uc778\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uce69-\ud22c-\uce69 \ub9c1\ud06c\uac00 2031\ub144\uae4c\uc9c0 26.9%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n3.  \uad11\uc12c\uc720 \ubaa8\ub4dc\ubcc4: \ub2e8\uc77c \ubaa8\ub4dc \uad11\uc12c\uc720(Single-Mode Fiber)\ub294 \uc6b0\uc218\ud55c \ub300\uc5ed\ud3ed-\uac70\ub9ac \ud2b9\uc131\uc73c\ub85c \uc778\ud574 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 61.50%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 13.4%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n4.  \ub370\uc774\ud130 \uc804\uc1a1\ub960\ubcc4: 100-400Gbps \ub300\uc5ed\uc774 2025\ub144 44.80%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc9c0\ub9cc, 400Gbps \uc774\uc0c1\uc758 \ub9c1\ud06c\ub294 2026-2031\ub144 \ub3d9\uc548 33.7%\uc758 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n5.  \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ub370\uc774\ud130 \ud1b5\uc2e0 \uc6cc\ud06c\ub85c\ub4dc\uac00 2025\ub144 \ub9e4\ucd9c\uc758 60.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \ud074\ub77c\uc6b0\ub4dc \uc6b4\uc601\uc790\ub4e4\uc774 \uc804 \uc138\uacc4\uc801\uc73c\ub85c AI \ud074\ub7ec\uc2a4\ud130\ub97c \ud655\uc7a5\ud558\ub824\ub294 \ub178\ub825\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \ud1b5\uc2e0 \ubd80\ubb38\uc740 5G \ubc31\ud640 \uc5c5\uadf8\ub808\uc774\ub4dc \ubc0f \ucd08\uae30 6G \ud504\ub85c\ud1a0\ud0c0\uc785\uc774 \uc561\uc138\uc2a4 \ub124\ud2b8\uc6cc\ud06c \uae4a\uc219\uc774 \ucf54\ud788\uc5b4\ub7f0\ud2b8 \uc6a9\ub7c9\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c 14.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<br \/>\n1.  \ubd81\ubbf8: 2025\ub144 33.60%\uc758 \uc810\uc720\uc728\ub85c \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc9d1\uc911\uacfc Intel\uacfc \uac19\uc740 \uae30\uc5c5\uc758 \uc218\uc2ed \ub144\uac04\uc758 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc5f0\uad6c \ud504\ub85c\uadf8\ub7a8 \ub355\ubd84\uc785\ub2c8\ub2e4. Microsoft\uc758 Lumen\uacfc\uc758 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub2e4\ud06c \ud30c\uc774\ubc84 \uacc4\uc57d\uc5d0\uc11c \ubcfc \uc218 \uc788\ub4ef\uc774, \ub3c5\uc810 \uad11\uc12c\uc720 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc740 \uacac\uace0\ud558\uba70, \uc774\ub294 \uace0\uc18d \uad11\ud559 \ubd80\ud488\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \ub2e8\uae30 \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n2.  \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 13.05%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc911\uad6d\uc758 \uad6d\uac00 \uad11\uc790 \uc804\ub7b5, \ub300\ub9cc\uc758 \ud30c\uc6b4\ub4dc\ub9ac \ud65c\uc6a9, \uadf8\ub9ac\uace0 \uc5d4\ub4dc-\ud22c-\uc5d4\ub4dc \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc9c0\uc5ed \ud22c\uc790\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uac00 \uc870\uc9c1\ud55c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc0b0\uc5c5 \uc5f0\ud569\uc740 30\uac1c \uc774\uc0c1\uc758 \uae30\uc5c5\uc744 \ud3ec\ud568\ud558\uba70, \ud1b5\ud569 \uacf5\uc815 \uc124\uacc4 \ud0a4\ud2b8\ub97c \uc81c\uacf5\ud558\uc5ec \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc81c\uc870 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\uace0 \ud559\uc2b5 \uace1\uc120\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<br \/>\n3.  \uc720\ub7fd: 2024\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \uc810\uc720\uc728\uc774 8% \ubbf8\ub9cc\uc73c\ub85c \ud558\ub77d\ud558\uc5ec \uc720\ub7fd \uc704\uc6d0\ud68c\ub294 \uad6d\ub0b4 \uc5ed\ub7c9 \uac15\ud654\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uad11\uc790 \uce69 \ubc95\uc548\uc744 \uc81c\uc548\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uad11\uc790 \uae30\uc5c5\ub4e4\uc740 2024\ub144\uc5d0 120\uc5b5 \uc720\ub85c \uc774\uc0c1\uc744 R&#038;D\uc5d0 \uc9c0\ucd9c\ud588\uc9c0\ub9cc, \ubd81\ubbf8 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc5d0 \ube44\ud574 \uc0c1\uc6a9\ud654 \uaca9\ucc28\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uc0b0\uc5c5 \ub3d9\ud5a5<br \/>\n\uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\ub85c \ud30c\ud3b8\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. Broadcom\uc740 \ud604\uc7ac\uae4c\uc9c0 2\ucc9c\ub9cc \uac1c \uc774\uc0c1\uc758 100G \uad11\ud559 \ucc44\ub110\uc744 \ucd9c\ud558\ud588\uc73c\uba70, 2025\ub144\uc5d0\ub294 5\ubc31\ub9cc \uac1c \uc774\uc0c1\uc758 800G \uc7a5\uce58 \ucd9c\ud558\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc5d0\uc11c \ud328\ud0a4\uc9d5\uc5d0 \uc774\ub974\ub294 \uc218\uc9c1 \ud1b5\ud569\uc744 \ud65c\uc6a9\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4. Coherent\ub294 6\uc778\uce58 \uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c\ub85c \uc804\ud658\ud558\uc5ec \ub2e4\uc774 \ube44\uc6a9\uc744 60% \uc808\uac10\ud558\uace0 \uc7a5\uce58 \ubc00\ub3c4\ub97c 4\ubc30 \ub192\uc600\uc2b5\ub2c8\ub2e4. Nokia\uc758 Infinera \uc778\uc218\ub294 \ub77c\uc778 \uc2dc\uc2a4\ud15c, \ucf54\ud788\uc5b4\ub7f0\ud2b8 DSP \ubc0f \ud50c\ub7ec\uadf8\ud615 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uacb0\ud569\ud558\uc5ec \ud1b5\ud569 \ud6c4 \uc804 \uc138\uacc4 \uad11\ud559 \uc2dc\uc2a4\ud15c \ub9e4\ucd9c\uc758 20%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2a4\ud0c0\ud2b8\uc5c5 \ud22c\uc790\ub3c4 \ud65c\ubc1c\ud569\ub2c8\ub2e4. Ayar Labs\ub294 AMD, Intel, NVIDIA\ub85c\ubd80\ud130 1\uc5b5 5\ucc9c 5\ubc31\ub9cc \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uc5ec \uce69-\ud22c-\uce69 \uad11\ud559 I\/O \ud601\uc2e0\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IonQ\uc758 Lightsynq \uc778\uc218\ub294 \uc591\uc790 \ub4f1\uae09 \uad11\uc790 \uae30\uc220\uc744 \ub354 \ub113\uc740 \uc0dd\ud0dc\uacc4\ub85c \uac00\uc838\uc640 AI\uc640 \uc591\uc790 \ud558\ub4dc\uc6e8\uc5b4 \uc778\ud130\ucee4\ub125\ud2b8 \uac04\uc758 \uc735\ud569 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. Lumentum \ubc0f Sumitomo\uc640 \uac19\uc740 \uae30\uc874 \ubd80\ud488 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uac01\uac01 \uad11\ud559 \ud68c\ub85c \uc2a4\uc704\uce58 \ubc0f HVDC \ucf00\uc774\ube14\ub85c \ud655\uc7a5\ud558\uc5ec \ud2b8\ub79c\uc2dc\ubc84 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc644\ud558\ub294 \uc778\uc811 \uc2dc\uc7a5 \uc804\ub7b5\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5\uc73c\ub85c\ub294 2025\ub144 6\uc6d4 IonQ\uc758 Lightsynq Technologies \uc778\uc218, 2025\ub144 5\uc6d4 AMD\uc758 Enosemi \uc778\uc218, 2025\ub144 3\uc6d4 Prysmian Group\uc758 Channell Commercial Corporation \uc778\uc218, \uadf8\ub9ac\uace0 2025\ub144 3\uc6d4 Marvell\uc758 OFC 2025\uc5d0\uc11c\uc758 \ucd5c\ucd08 \uc5d4\ub4dc-\ud22c-\uc5d4\ub4dc PCIe Gen 6 over optics \uc2dc\uc5f0 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ubc18\uc801\uc73c\ub85c \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5\uc740 AI, \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305, \uace0\uc18d \ub370\uc774\ud130 \ud1b5\uc2e0 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uac15\ub825\ud55c \uc131\uc7a5 \uada4\ub3c4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \ubc1c\uc804\uacfc \uc804\ub7b5\uc801 \ud22c\uc790\uac00 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc9c0\ub9cc, \ucc28\uc138\ub300 \uae30\uc220\uc758 \uc0c1\uc6a9\ud654 \uc9c0\uc5f0\uacfc \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c\uc740 \uc5ec\uc804\ud788 \ud574\uacb0\ud574\uc57c \ud560 \uacfc\uc81c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uad11 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uad11 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5\uc740 \uce69, \ubcf4\ub4dc, \ub799 \ub610\ub294 \uba54\ud2b8\ub85c \ub9c1\ud06c \uac04\uc758 \ub370\uc774\ud130 \uc804\uc1a1\uc744 \uc704\ud574 \ube5b\uc744 \ubcc0\ud658\ud558\uac70\ub098 \uc720\ub3c4\ud558\ub294 \ubaa8\ub4e0 \ub2a5\ub3d9 \ub610\ub294 \uc784\ubca0\ub514\ub4dc \uad11\uc790 \uc7a5\uce58, \ud2b8\ub79c\uc2dc\ubc84, \ub2a5\ub3d9 \uad11 \ucf00\uc774\ube14, \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1, \ucee4\ub125\ud130 \ubc0f \uad00\ub828 \uc5d4\uc9c4\uc744 \ud3ec\ud568\ud558\uba70, \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0 \ubd84\uc57c\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4. \uad6c\ub9ac \ubc31\ud50c\ub808\uc778, \uc11c\ube0c\ubc00\ub9ac\ubbf8\ud130 \uc628\uce69 \ub3c4\ud30c\uad00, \uc0c1\uc6a9\ud654\ub41c \uc218\ub3d9 \ud328\uce58 \ucf54\ub4dc\ub294 \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c \ubc29\ubc95\ub860\uc740 \uad11\ud559 \ubd80\ud488 \uc5d4\uc9c0\ub2c8\uc5b4, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub124\ud2b8\uc6cc\ud06c \uc124\uacc4\uc790, \ud1b5\uc2e0 \uc870\ub2ec \ucc45\uc784\uc790\ub4e4\uacfc\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud3ec\ud568\ud558\ub294 1\ucc28 \uc5f0\uad6c\uc640 UN Comtrade, US Census, Eurostat, ITU \ub4f1 \uacf5\uacf5 \ub370\uc774\ud130\uc14b \ubc0f \uae30\uc5c5 \uacf5\uc2dc \uc790\ub8cc\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 2024\ub144 \ub370\uc774\ud130\uc13c\ud130 \ud3ec\ud2b8 \ucd9c\ud558\ub7c9\uacfc \ud1b5\uc2e0 \uad11\uc12c\uc720 \uacbd\ub85c \ucd94\uac00\ub97c \uae30\ubc18\uc73c\ub85c \ud558\ub294 \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uacfc \uacf5\uae09\uc5c5\uccb4 \uc9d1\uacc4\ub97c \ud1b5\ud55c \uc0c1\ud5a5\uc2dd \uad50\ucc28 \uac80\uc99d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \ud2b9\ud788 400G\/800G \ucd9c\ud558\ub7c9 \ud63c\ud569, \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1(CPO) \uce68\ud22c\uc728, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc790\ubcf8 \uc9c0\ucd9c, \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc218\uc728, 5G \ubc31\ud640 \uad11\uc12c\uc720 \uad6c\ucd95\uacfc \uac19\uc740 \uc8fc\uc694 \ubcc0\uc218\uac00 \ubaa8\ub378\ub9c1\uc5d0 \ubc18\uc601\ub429\ub2c8\ub2e4. \uc608\uce21\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubc0f \uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9c0\uba70, \uc5f0\uac04 \ud658\uc728 \uc5c5\ub370\uc774\ud2b8 \ubc0f \ud3ec\ud2b8 \ud63c\ud569 \uc7ac\uc870\uc815\uc744 \ud1b5\ud574 \uc2e0\ub8b0\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud658\uacbd \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ud074\ub77c\uc6b0\ub4dc, AI, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC)\uc73c\ub85c \uc778\ud55c \ud1b5\uc2e0 \ub300\uc5ed\ud3ed \uc218\uc694 \uc99d\uac00, \ub370\uc774\ud130\uc13c\ud130 \uc778\ud130\ucee4\ub125\ud2b8(DCI) \uad6c\ucd95 \ud22c\uc790 \ud655\ub300, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc804\ubc18\uc758 400G\/800G\ub85c\uc758 \ube60\ub978 \uc804\ud658, \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84\uc758 \uc0c1\uc5c5\uc801 \ucc44\ud0dd, \uc2a4\uc704\uce58 ASIC\uc6a9 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1(CPO)\uc73c\ub85c\uc758 \uc804\ud658, \uc7a5\uac70\ub9ac \ub9c1\ud06c\ub97c \uc704\ud55c \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8(LNOI) \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \ub4f1\uc7a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ucc28\uc138\ub300 \uad11 \uc778\ud130\ucee4\ub125\ud2b8 \uae30\uc220\uc758 \ub354\ub518 \uc0c1\uc6a9\ud654, 800G\/1.6T \uad11\ud559 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c, CPO \ubc0f \ud1b5\ud569 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c, \uc778\ub4d0-\uc778\ud654\ubb3c \uc6e8\uc774\ud37c \ubc0f \ud328\ud0a4\uc9d5 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uad11 \uc778\ud130\ucee4\ub125\ud2b8 \uc2dc\uc7a5\uc740 2026\ub144 218\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 400\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc81c\ud488\ubcc4\ub85c\ub294 \uad11 \ud2b8\ub79c\uc2dc\ubc84\uac00 2025\ub144 36.40%\uc758 \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ud1b5\uc2e0 \ubc30\ud3ec \uc804\ubc18\uc5d0 \uac78\uccd0 \ub2e4\uc6a9\uc131\uc744 \uc785\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad11\uc12c\uc720 \ubaa8\ub4dc\uc5d0\uc11c\ub294 AI \ud074\ub7ec\uc2a4\ud130\uc758 \ucea0\ud37c\uc2a4 \uaddc\ubaa8 \uc2dc\uc124 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uc6b0\uc218\ud55c \ub300\uc5ed\ud3ed-\uac70\ub9ac \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\ub294 \ub2e8\uc77c \ubaa8\ub4dc \uad11\uc12c\uc720\uac00 \uc804\uccb4 \uad11\uc12c\uc720 \uc218\uc694\uc758 61.50%\ub97c \ucc28\uc9c0\ud558\uba70 \uba40\ud2f0\ubaa8\ub4dc \uad11\uc12c\uc720\ubcf4\ub2e4 \ub354 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc911\uad6d\uc758 \ud3ec\ud1a0\ub2c9\uc2a4 \uc804\ub7b5\uacfc \ub300\ub9cc\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\ud0dc\uacc4\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 13.05%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 400Gbps \uc774\uc0c1 \uad11\ud559 \uae30\uc220\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 AI \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 800G \ubc0f 1.6T \uad6c\ud604\uc73c\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 33.7%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc81c\ud488(\uad11 \ud2b8\ub79c\uc2dc\ubc84, \ub2a5\ub3d9 \uad11 \ucf00\uc774\ube14, \uc784\ubca0\ub514\ub4dc \uad11 \ubaa8\ub4c8, \ucf00\uc774\ube14 \uc5b4\uc148\ube14\ub9ac, \uad11 \ucee4\ub125\ud130), \uc778\ud130\ucee4\ub125\ud2b8 \ub808\ubca8(\uce69-\ud22c-\uce69, \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc\/\ub799 \ub808\ubca8, \uba54\ud2b8\ub85c \ubc0f \uc7a5\uac70\ub9ac DCI), \uad11\uc12c\uc720 \ubaa8\ub4dc(\ub2e8\uc77c \ubaa8\ub4dc, \uba40\ud2f0 \ubaa8\ub4dc), \ub370\uc774\ud130 \uc804\uc1a1\ub960(40Gbps \ubbf8\ub9cc, 40-100Gbps, 100-400Gbps, 400Gbps \ucd08\uacfc), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud1b5\uc2e0, \ub370\uc774\ud130 \ud1b5\uc2e0), \uadf8\ub9ac\uace0 \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74\ub97c \ud3ec\ud568\ud55c \uc9c0\ub9ac\uc801 \uc601\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\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\ub8e8\uba70, 3M, Amphenol, Broadcom, Ciena, Cisco, Coherent, CommScope, Corning, FIT Hon Teng (Molex), Go!Foton, Huawei, Infinera, Intel, Lumentum, NVIDIA, Samtec, Sumitomo Electric, TE Connectivity, ZTE \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \uc139\uc158\uc5d0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc601\uc5ed\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\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-35417","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\/35417"}],"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=35417"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/35417\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=35417"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=35417"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=35417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}