{"id":36124,"date":"2026-02-11T01:29:56","date_gmt":"2026-02-11T01:29:56","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-active-copper-cables-market-mordor\/"},"modified":"2026-10-23T06:18:41","modified_gmt":"2026-10-22T21:18:41","slug":"global-active-copper-cables-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-active-copper-cables-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc561\ud2f0\ube0c \uad6c\ub9ac \ucf00\uc774\ube14 (ACC) \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\/global-active-copper-cables-market-1750248326201-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\/global-active-copper-cables-market-size-image-1768931912441.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 \uae09\uc99d\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc11c\ubc84-\uc2a4\uc704\uce58 \ub9c1\ud06c \uc18d\ub3c4 \uac00\uc18d\ud654 (100G ? 400G)<\/li>\n<li class=\"toc-level-3\">4.2.3 \ucd08\uc800\uc9c0\uc5f0 \ub2e8\uac70\ub9ac \ub9c1\ud06c\ub97c \uc694\uad6c\ud558\ub294 AI\/ML GPU \ud074\ub7ec\uc2a4\ud130<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc11c\ubc84 \ub0b4\ubd80 PCIe 5.0\/6.0 \ubc0f CXL\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 800G AEC\ub97c \ud45c\uc900\ud654\ud558\ub294 \uc624\ud508 \ucef4\ud4e8\ud2b8 \ubc0f ORv3 \uc544\ud0a4\ud14d\ucc98\uc758 \uc131\uc7a5 (\uacfc\uc18c \ubcf4\uace0\ub428)<\/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 AOC \ub300\ube44 5-7m\ub97c \ucd08\uacfc\ud558\ub294 \ub3c4\ub2ec \uac70\ub9ac \uc81c\ud55c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uad6c\ub9ac \uac00\uaca9 \uc0c1\uc2b9 \ubc0f \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 224 Gbps-PAM4 \ub808\uc778\uc5d0\uc11c\uc758 \uc5f4 \uc608\uc0b0 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc0c8\ub85c\uc6b4 \ud3fc\ud329\ud130(QSFP-DD112, OSFP-XD)\uc5d0 \ub300\ud55c \ud30c\ud3b8\ud654\ub41c \uc0c1\ud638 \uc6b4\uc6a9\uc131 (\uacfc\uc18c \ubcf4\uace0\ub428)<\/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 (SERDES 112 G, 224 G; CDR \uae30\ubc18 AEC)<\/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 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\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<li class=\"toc-level-2\">4.8 \uac00\uaca9 \ubc0f \ube44\uc6a9 \ubca4\uce58\ub9c8\ud0b9<\/li>\n<li class=\"toc-level-2\">4.9 \uc0dd\uc0b0 \ub2a5\ub825 \ubc0f \ubb34\uc5ed \ud750\ub984 \ubd84\uc11d<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc601\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.1.3 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.1.4 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc0b0\uc5c5 \uc790\ub3d9\ud654<\/li>\n<li class=\"toc-level-3\">5.1.6 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud3fc \ud329\ud130\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 SFP+\/SFP28<\/li>\n<li class=\"toc-level-3\">5.2.2 QSFP+\/QSFP28<\/li>\n<li class=\"toc-level-3\">5.2.3 QSFP-DD<\/li>\n<li class=\"toc-level-3\">5.2.4 OSFP \/ OSFP-XD<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ub370\uc774\ud130 \uc804\uc1a1\ub960\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 ?25 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.2 40 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.3 100 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.4 200 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.5 400 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.6 800 Gbps<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ub3c4\uccb4 \uac8c\uc774\uc9c0\ubcc4 (AWG)\n<ul>\n<li class=\"toc-level-3\">5.4.1 24-26 AWG<\/li>\n<li class=\"toc-level-3\">5.4.2 28-30 AWG<\/li>\n<li class=\"toc-level-3\">5.4.3 32 AWG \ubc0f \ub354 \uac00\ub294<\/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 \ub0a8\ubbf8<\/li>\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<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/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 \uc2a4\ud398\uc778<\/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<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/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 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uc911\ub3d9 \ubc0f \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 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \ud30c\ud2b8\ub108\uc2ed<\/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, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \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 \uc554\ud398\ub180 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc2dc\uc2a4\ucf54 \uc2dc\uc2a4\ud15c\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 TE \ucee4\ub125\ud2f0\ube44\ud2f0<\/li>\n<li class=\"toc-level-3\">6.4.4 \ubab0\ub809\uc2a4 LLC<\/li>\n<li class=\"toc-level-3\">6.4.5 \ub7ed\uc2a4\uc250\uc5b4 \ud504\ub9ac\uc2dc\uc804<\/li>\n<li class=\"toc-level-3\">6.4.6 3M \ucef4\ud37c\ub2c8<\/li>\n<li class=\"toc-level-3\">6.4.7 JPC \ucee4\ub125\ud2f0\ube44\ud2f0<\/li>\n<li class=\"toc-level-3\">6.4.8 \uc5d4\ube44\ub514\uc544 (\uba5c\ub77c\ub179\uc2a4)<\/li>\n<li class=\"toc-level-3\">6.4.9 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.10 \ube0c\ub85c\ub4dc\ucef4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 \ub808\uc624\ub2c8 AG<\/li>\n<li class=\"toc-level-3\">6.4.12 \ud3ed\uc2a4\ucf58 \uc778\ud130\ucee4\ub125\ud2b8 \ud14c\ud06c\ub180\ub85c\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.13 \ucef4\uc2a4\ucf54\ud504 \ud640\ub529<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad<\/li>\n<li class=\"toc-level-3\">6.4.15 \ud504\ub9ac\uc2a4\ubbf8\uc548 \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.16 \ub85c\uc820\ubc84\uac70 \ud638\ud750\ud504\ub808\ud000\uce20\ud14c\ud06c\ub2c9<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc0d8\ud14d Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 \ud06c\ub808\ub3c4 \ud14c\ud06c\ub180\ub85c\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud32c\ub4c0\uc787 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.20 CBO GmbH<\/li>\n<li class=\"toc-level-3\">6.4.21 10Gtek \ud2b8\ub79c\uc2dc\ubc84<\/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>\ud65c\uc131 \uad6c\ub9ac \ucf00\uc774\ube14(ACC) \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\ud65c\uc131 \uad6c\ub9ac \ucf00\uc774\ube14(ACC) \uc2dc\uc7a5\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5, AI \ucd5c\uc801\ud654 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98, \uadf8\ub9ac\uace0 \ub2e8\uac70\ub9ac \ub9c1\ud06c\uc5d0\uc11c\uc758 \ube44\uc6a9 \ud6a8\uc728\uc131 \ub4f1\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, ACC \uc2dc\uc7a5\uc740 2025\ub144 131\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 138\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 178\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 5.27%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5(CAGR 6.32%)\uc73c\ub85c, \ubd81\ubbf8 \uc9c0\uc5ed\uc740 2025\ub144 \uae30\uc900 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728(37.55%)\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc8fc\uc694 \ub0b4\uc6a9 \uc694\uc57d:<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38\uc774 2025\ub144 ACC \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 61.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, 2031\ub144\uae4c\uc9c0 5.41%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud3fc \ud329\ud130\ubcc4: QSFP+\/QSFP28\uc774 2025\ub144 \ub9e4\ucd9c\uc758 46.30%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, OSFP\/OSFP-XD\ub294 2031\ub144\uae4c\uc9c0 6.12%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\ubcc4: 100Gbps \uc5f0\uacb0\uc774 2025\ub144 ACC \uc2dc\uc7a5\uc758 54.40%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, 800Gbps \ub9c1\ud06c\ub294 2031\ub144\uae4c\uc9c0 5.82%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ub3c4\uccb4 \uac8c\uc774\uc9c0(AWG)\ubcc4: 28 AWG\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 59.25%\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc73c\uba70, 32 AWG \ubc0f \ub354 \ubbf8\uc138\ud55c \uac8c\uc774\uc9c0\ub294 6.94%\uc758 CAGR\ub85c \ubc1c\uc804\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8\uac00 2025\ub144 ACC \uc2dc\uc7a5\uc758 37.55%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 6.32%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30:<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95 \uc99d\uac00: \ubc84\uc9c0\ub2c8\uc544, \uc870\ud638\ub974\ubc14\ub8e8, \ud14d\uc0ac\uc2a4 \ub4f1\uc9c0\uc5d0\uc11c \uc218\ubc31 \uba54\uac00\uc640\ud2b8 \uaddc\ubaa8\uc758 \uc2e0\uaddc \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucea0\ud37c\uc2a4\uac00 \uac74\uc124\ub418\uba74\uc11c ACC \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \ub799\uc5d0 \uc218\uc2ed \uac1c\uc758 \ub2e8\uac70\ub9ac \uc0c1\ud638 \uc5f0\uacb0\uc774 \ud544\uc694\ud558\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c\ub9cc \uc5f0\uac04 1.5GW \uc774\uc0c1\uc758 \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5\uc774 \uc608\uc0c1\ub418\uc5b4 \uad6c\ub9ac \uc81c\ud488\uc758 \ub450 \uc790\ub9bf\uc218 \ubb3c\ub7c9 \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc11c\ubc84-\uc2a4\uc704\uce58 \ub9c1\ud06c \uc18d\ub3c4 \uac00\uc18d\ud654 (100G \u2192 400G\/800G): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 200G\ub97c \uac74\ub108\ub6f0\uace0 400G \ub610\ub294 800G \uc11c\ubc84 \ud3ec\ud2b8\ub85c \uc9c1\uc811 \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IEEE 802.3df \ud45c\uc900\ud654(2024\ub144)\ub294 7m \uc774\ud558 \ub3c4\ub2ec \uac70\ub9ac\uc5d0\uc11c \ucd5c\ub300 800Gbps\uc758 \uc804\uae30\uc801 \uc0ac\uc591\uc744 \ud569\ubc95\ud654\ud558\uc5ec ACC\uc5d0 \uc720\ub9ac\ud55c \ud658\uacbd\uc744 \uc870\uc131\ud569\ub2c8\ub2e4. \uad11 \ubaa8\ub4c8\uc758 \ub192\uc740 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc778\ud574 \ub799 \ub0b4\ubd80 \ubc0f \uc778\uc811 \ub799 \uac04 \uc5f0\uacb0\uc5d0\ub294 \uad6c\ub9ac\uac00 \uc120\ud638\ub429\ub2c8\ub2e4.<br \/>\n*   AI\/ML GPU \ud074\ub7ec\uc2a4\ud130\uc758 \ucd08\uc800\uc9c0\uc5f0 \ub2e8\uac70\ub9ac \ub9c1\ud06c \uc694\uad6c: GPU \uc778\ud074\ub85c\uc800\uc758 \ub192\uc740 \uc804\ub825 \uc18c\ube44(\uce74\ub4dc\ub2f9 \ucd5c\ub300 11kW)\ub294 \uace0\ubc00\ub3c4, \uc5f4 \ud6a8\uc728\uc801\uc778 \ucf00\uc774\ube14\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. ACC\ub294 \uc804\uae30-\uad11 \ubcc0\ud658\uc744 \ud53c\ud558\uc5ec 5ns \ubbf8\ub9cc\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc81c\uacf5\ud558\uba70, \uc774\ub294 AI \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud6c8\ub828 \uc815\ud655\ub3c4\uc640 \uc791\uc5c5 \uc644\ub8cc \uc2dc\uac04\uc744 \ubcf4\uc874\ud558\ub294 \ub370 \uc911\uc694\ud569\ub2c8\ub2e4. TE Connectivity\uc640 \uac19\uc740 \uacf5\uae09\uc5c5\uccb4\ub294 85\u00b0C \ud658\uacbd\uc5d0 \ub9de\ucdb0 \uc124\uacc4\ub41c 224Gbps PAM4 \ucf00\uc774\ube14\uc744 \uc0d8\ud50c\ub9c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc11c\ubc84 \ub0b4\ubd80 PCIe 5.0\/6.0 \ubc0f CXL\ub85c\uc758 \uc804\ud658: PCI-SIG\ub294 PCIe 6.0\uc6a9 CopprLink\ub97c \ud655\uc815\ud558\uc5ec \ucd5c\ub300 4m \ud65c\uc131 \ucf00\uc774\ube14\uc744 \ud1b5\ud574 64 GT\/s\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub294 \uae30\uc874 NIC-\uc2a4\uc704\uce58 \uc5f0\uacb0\uc744 \ub118\uc5b4 \ubc31\ud50c\ub808\uc778, \uc100\uc2dc, \uc11c\ubc84-\uc11c\ubc84 \uacbd\ub85c\ub85c \uc218\uc694\ub97c \ud655\uc7a5\ud558\uba70, \uad11\ud559 \uc194\ub8e8\uc158 \ub300\ube44 BOM \uc808\uac10 \ud6a8\uacfc\ub85c \uc778\ud574 \uc8fc\ub958 x86 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ucc44\ud0dd\uc774 \ud655\ub300\ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   800G AEC\ub97c \ud45c\uc900\ud654\ud558\ub294 \uac1c\ubc29\ud615 \ucef4\ud4e8\ud305 \ubc0f ORv3 \uc544\ud0a4\ud14d\ucc98\uc758 \uc131\uc7a5: OCP(Open Compute Project)\uc640 \uac19\uc740 \uac1c\ubc29\ud615 \ud45c\uc900\uc740 800G \ud65c\uc131 \uc804\uae30 \ucf00\uc774\ube14(AEC)\uc744 \ud45c\uc900\ud654\ud558\uc5ec \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   AOC \ub300\ube44 5-7m \uc774\uc0c1\uc758 \ub3c4\ub2ec \uac70\ub9ac \uc81c\ud55c: \uc804\uae30\uc801 \uac10\uc1e0 \ubc0f \uc804\uc790\uae30 \uac04\uc12d\uc73c\ub85c \uc778\ud574 PAM4 \uc2e0\ud638\ub294 7m\ub97c \ucd08\uacfc\ud558\uba74 \uc131\ub2a5\uc774 \uc800\ud558\ub429\ub2c8\ub2e4. 15m \uc774\uc0c1\uc758 \ub9c1\ud06c\uac00 \ud544\uc694\ud55c \ubbf8\ub4e4-\uc624\ube0c-\ub85c\uc6b0(middle-of-row) \ud1a0\ud3f4\ub85c\uc9c0\uc5d0\uc11c\ub294 \ud65c\uc131 \uad11 \ucf00\uc774\ube14(AOC)\uc774 \uae30\ubcf8\uc801\uc73c\ub85c \uc0ac\uc6a9\ub418\uc5b4 \uad6c\ub9ac \ucf00\uc774\ube14\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc7a0\uc2dd\ud569\ub2c8\ub2e4. 800G\uc5d0\uc11c\ub294 \uc0bd\uc785 \uc190\uc2e4 \uc608\uc0b0\uc774 \ub354\uc6b1 \uc5c4\uaca9\ud574\uc838 \ub2e8\uac70\ub9ac \uc601\uc5ed\uc5d0\uc11c\ub3c4 \uad6c\ub9ac \ucf00\uc774\ube14\uc5d0 \uc555\ub825\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n*   \uad6c\ub9ac \uac00\uaca9 \uc0c1\uc2b9 \ubc0f \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131: 2024\ub144 \uad6c\ub9ac \uac00\uaca9\uc774 \ud30c\uc6b4\ub4dc\ub2f9 5\ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \uae09\ub4f1\ud558\ub294 \ub4f1 \uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9\uc740 \uc218\uc9c1 \ud1b5\ud569\uc744 \ucd09\uc9c4\ud558\uc9c0\ub9cc, \uc81c\uc870 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf1c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   224Gbps PAM4 \ub808\uc778\uc5d0\uc11c\uc758 \uc5f4 \uc608\uc0b0 \ubb38\uc81c: 10ps \ubbf8\ub9cc\uc758 \ub2e8\uc704 \uac04\uaca9\uc740 \uc774\ud004\ub77c\uc774\uc800 \uc804\ub825 \uc18c\ubaa8\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0, \uc774\ub294 \uc774\ubbf8 100kW\uc5d0 \uc721\ubc15\ud558\ub294 \ub799\uc5d0\uc11c \ucd94\uac00\uc801\uc778 \uc5f4\uc744 \ubc1c\uc0dd\uc2dc\ud0b5\ub2c8\ub2e4. 224G\uc5d0\uc11c 34dB SNR\uc744 \ub2ec\uc131\ud558\ub824\uba74 \uace0\uae09 DSP \ubc0f \ub9ac\ud0c0\uc774\uba38 \uae30\ub2a5\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc628\ub3c4\ub97c \uc0c1\uc2b9\uc2dc\ucf1c \ucf00\uc774\ube14\uc774 90\u00b0C \uc815\uaca9 \uc774\uc0c1\uc73c\ub85c \uc791\ub3d9\ud560 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0c8\ub85c\uc6b4 \ud3fc \ud329\ud130\uc5d0 \ub300\ud55c \ud30c\ud3b8\ud654\ub41c \uc0c1\ud638 \uc6b4\uc6a9\uc131: \uc0c8\ub85c\uc6b4 \ud3fc \ud329\ud130\uc758 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ubd80\uc871\uc740 \uc2dc\uc7a5 \ucc44\ud0dd\uc744 \ub2a6\ucd9c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d:<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc601\uc5ed\ubcc4: \ub370\uc774\ud130\uc13c\ud130\uac00 \uc2dc\uc7a5 \uc9c0\ubc30: \ub370\uc774\ud130\uc13c\ud130\ub294 2025\ub144 ACC \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 61.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub799 \uc218\uc640 AI \uc11c\ubc84 \ubc00\ub3c4 \uc99d\uac00\ub85c \uc778\ud574 \ucea0\ud37c\uc2a4\ub2f9 \uc218\ucc9c \uac1c\uc758 \ub799 \ub0b4\ubd80 \ub9c1\ud06c\uac00 \ud544\uc694\ud574\uc9c0\uba74\uc11c, \uc774 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 5.41%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uba70 \uc9c0\ubc30\ub825\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud1b5\uc2e0 \ubd80\ubb38\uc740 5G \ubc31\ud640 \ubc0f \uc911\uc559 \uc9d1\uc911\uc2dd \ubb34\uc120 \uc561\uc138\uc2a4 \ub124\ud2b8\uc6cc\ud06c\uc5d0\uc11c \ub2e8\uac70\ub9ac \uad6c\ub9ac \uc810\ud37c \uc0ac\uc6a9\uc73c\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ud655\uc0b0\uacfc GPU \uae30\ubc18 \uc5f0\uad6c\uc18c, HPC \uc0ac\uc774\ud2b8\ub3c4 \uc218\uc694\ub97c \ub354\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud3fc \ud329\ud130\ubcc4: OSFP\uc758 \uc9c4\ud654\uac00 QSFP\uc758 \uc9c0\ubc30\ub825\uc5d0 \ub3c4\uc804: QSFP+\/QSFP28\uc740 2025\ub144 \ub9e4\ucd9c\uc758 46.30%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 100G\uae09 \uc2a4\uc704\uce58 \ud3ec\ud2b8\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 800G\uac00 \uc8fc\ub958\uac00 \ub418\uba74\uc11c OSFP\/OSFP-XD\ub294 6.12%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uc5ec \ub9ac\ub354\uc2ed \uad50\uccb4\uac00 \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub4c0\uc5bc \ud3ec\ud2b8 OSFP \uad6c\ud604\uc740 \ubaa8\ub4c8\ub2f9 1.6Tb\/s\ub97c \uc81c\uacf5\ud558\uc5ec \ub3d9\uc77c\ud55c \uc5f4 \uc5d4\ubca8\ub85c\ud504\uc5d0\uc11c \ud398\uc774\uc2a4\ud50c\ub808\uc774\ud2b8 \ubc00\ub3c4\ub97c \ub450 \ubc30\ub85c \ub192\uc785\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \ub124\ud2b8\uc6cc\ud06c\ub97c \uc5c5\ub370\uc774\ud2b8\ud558\uba74\uc11c \uae30\uc874 QSFP \ucf00\uc774\uc9c0\uc5d0 8\uac1c\uc758 \uc804\uae30 \ub808\uc778\uc744 50G\ub85c \uc2e4\ud589\ud558\ub294 QSFP-DD \uad11\ud559 \uc7a5\uce58\ub97c \uc7a5\ucc29\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc544, \ub450 \uc138\ub300\uac00 \uacf5\uc874\ud558\uba70 ACC \uc2dc\uc7a5\uc5d0 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\ubcc4: 800Gbps\uc758 \ub4f1\uc7a5\uc774 \uc18d\ub3c4 \uacc4\uce35 \uc7ac\ud3b8: 100Gbps \uacc4\uce35\uc740 2025\ub144 \ucd9c\ud558\ub7c9\uc758 54.40%\ub97c \uc720\uc9c0\ud558\uba70 \uae30\uc5c5 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ub9ac\ud504 \uacc4\uce35\uc5d0\uc11c \ubcf4\ud3b8\uc801\uc73c\ub85c \uc0ac\uc6a9\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \ud074\ub7ec\uc2a4\ud130\uac00 800G \ub9ac\ud504-\uc2a4\ud30c\uc778 \ud328\ube0c\ub9ad\uc744 \ucc44\ud0dd\ud558\uba74\uc11c 800Gbps \ub9c1\ud06c\ub294 5.82%\uc758 CAGR\ub85c \uac00\uc18d\ud654\ub420 \uac83\uc785\ub2c8\ub2e4. 400Gbps\ub294 8x50G \uc11c\ubc84 \ub610\ub294 4x100G GPU\uc758 \ube0c\ub808\uc774\ud06c\uc544\uc6c3 \uc9d1\uacc4 \uc5ed\ud560\uc744 \ud558\uba70 \uc804\ub7b5\uc801\uc778 \uc911\uac04 \uc8fc\uae30\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. 25Gbps \ubbf8\ub9cc \uacc4\uce35\uc740 \ub808\uac70\uc2dc \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \uc5e3\uc9c0 \uc7a5\uce58\uc640 \uac19\uc740 \uc7a5\uae30 \ubc30\ud3ec\uc5d0 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. 224G \ud14c\uc2a4\ud2b8 \uc2a4\uc704\ud2b8\uc758 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc900\ube44\ub294 1Tb\/s \uc774\uc0c1\uc5d0\uc11c\ub3c4 \uad6c\ub9ac \ucf00\uc774\ube14\uc758 \uad00\ub828\uc131\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<br \/>\n*   \ub3c4\uccb4 \uac8c\uc774\uc9c0\ubcc4: \uc18c\ud615\ud654\uac00 \ub354 \ubbf8\uc138\ud55c \uc640\uc774\uc5b4 \ucc44\ud0dd\uc744 \uc8fc\ub3c4: 28 AWG\ub294 \uade0\ud615 \uc7a1\ud78c \uac10\uc1e0 \ubc0f \uae30\uacc4\uc801 \uac15\ub3c4 \ub355\ubd84\uc5d0 59.25%\uc758 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc6b4\uc601\uc790\ub4e4\uc774 \ub354 \uc791\uc740 \uad7d\ud798 \ubc18\uacbd\uacfc \ud5a5\uc0c1\ub41c \uacf5\uae30 \ud750\ub984\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c 32 AWG \ubc0f \ub354 \ubbf8\uc138\ud55c \uac8c\uc774\uc9c0\uac00 6.94%\uc758 CAGR\ub85c \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ub354 \uc587\uc740 \ucf00\uc774\ube14\uc740 GPU \ud2b8\ub808\uc774 \uc8fc\ubcc0\uc758 \uc561\uccb4 \ub0c9\uac01 \ub9e4\ub2c8\ud3f4\ub4dc \uacf5\uac04\uc744 \ud655\ubcf4\ud558\uace0 \uc11c\ubc84 \uc704\uc758 \ucf00\uc774\ube14 \uad00\ub9ac\ub97c \uc6a9\uc774\ud558\uac8c \ud569\ub2c8\ub2e4. 24 AWG\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uacf5\uac04\ubcf4\ub2e4 \ub9c8\uc9c4\uc774 \ub354 \uc911\uc694\ud55c HPC \uc13c\ud130\uc5d0\uc11c \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ub418\uc9c0\ub9cc, \ub799 \ubc00\ub3c4\uac00 \ub192\uc544\uc9d0\uc5d0 \ub530\ub77c \ub300\ubd80\ubd84\uc758 \uc2e0\uaddc \ubb3c\ub7c9\uc740 30-32 AWG \uc81c\ud488\uc73c\ub85c \uc804\ud658\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 ACC \uc2dc\uc7a5\uc758 37.55%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 \uc544\ub9c8\uc874\uacfc \uac19\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790(\uac01\uac01 800\uc5b5 \ub2ec\ub7ec, 300\uc5b5 \ub2ec\ub7ec)\uac00 \uc218\ub144\uac04\uc758 \uc5f0\uacb0\uc131 \uc218\uc694\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc548\uc815\uc801\uc778 \uc804\ub825\ub9dd, \ud655\ub9bd\ub41c \uacf5\uae09\ub9dd, \uac04\uc18c\ud654\ub41c \ud5c8\uac00 \uc808\ucc28\uac00 \uc774\ub7ec\ud55c \ub9ac\ub354\uc2ed\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2031\ub144\uae4c\uc9c0 6.32%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc870\ud638\ub974\ubc14\ub8e8\uc758 \uba40\ud2f0 \uae30\uac00\uc640\ud2b8 \ud504\ub85c\uc81d\ud2b8\ub85c \ub9d0\ub808\uc774\uc2dc\uc544\uc758 \uc6b4\uc601 \uc6a9\ub7c9\uc774 1.6GW\ub85c \uc99d\uac00\ud558\uace0, \uc778\ub3c4\ub294 \ub300\uaddc\ubaa8 \ud074\ub77c\uc6b0\ub4dc \uc784\ub300\ub97c \ud1b5\ud574 2026\ub144\uae4c\uc9c0 \uc124\uce58 MW\ub97c \ub450 \ubc30\ub85c \ub298\ub9b4 \uacc4\ud68d\uc785\ub2c8\ub2e4. \uc77c\ubcf8\ub3c4 \uad6d\ub0b4 AI \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \ub370\uc774\ud130\uc13c\ud130\ub97c \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc5ed\uc801 \ubaa8\uba58\ud140\uc740 \ud604\uc9c0 \ucf00\uc774\ube14 \uc5b4\uc148\ube14\ub9ac\uc5d0 \uc0c1\ub2f9\ud55c \ubb3c\ub7c9\uc744 \uacf5\uae09\ud558\uba70, \ub54c\ub85c\ub294 \uc218\uc785 \uad00\uc138\ub098 \ub9ac\ub4dc \ud0c0\uc784 \uc81c\uc57d\uc73c\ub85c \uc778\ud574 \uc9c0\uc5ed \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ud558\ub4dc\uc6e8\uc5b4\ub97c \uc911\uc2dc\ud558\ub294 \uafb8\uc900\ud558\uace0 \uaddc\uc81c \uc911\uc2ec\uc758 \ud655\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ub370\uc774\ud130 \uc8fc\uad8c \uaddc\uce59\uc740 \uc2e0\uaddc \uc6a9\ub7c9\uc744 \uc5ed\ub0b4\uc5d0 \uc720\uc9c0\ud558\uba70, \ubd81\uc720\ub7fd\uacfc \uac19\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud48d\ubd80 \uc9c0\uc5ed\uc740 \ub0b4\ubd80 \ub9c1\ud06c\uc5d0 \uad6c\ub9ac\ub97c \uc0ac\uc6a9\ud558\ub294 \uace0\ubc00\ub3c4 \ucef4\ud4e8\ud305 \ud31c\uc744 \uc720\uce58\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc808\ub300\uc801\uc778 \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc, \ub514\uc9c0\ud138 \uc804\ud658 \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \ud574\uc800 \ucf00\uc774\ube14 \uc0c1\ub959\uc73c\ub85c \uc778\ud55c \uc9c0\uc5ed \uc0c1\ud638 \uc5f0\uacb0\uc131 \uac1c\uc120\uc5d0 \ud798\uc785\uc5b4 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<\/p>\n<p>ACC \uc2dc\uc7a5\uc740 \uc911\uac04 \uc218\uc900\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. Amphenol, TE Connectivity, Molex, Luxshare\uc640 \uac19\uc740 \uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc774 QSFP, OSFP, PCIe \ucf00\uc774\ube14 \uc5b4\uc148\ube14\ub9ac\uc758 \ud575\uc2ec \ubd80\ubd84\uc744 \uc7a5\uc545\ud558\uace0 \uc788\uc73c\uba70, \uc790\uccb4 \ub3c4\uae08, \uc2a4\ud0ec\ud551, \ud2b8\uc708-\uc561\uc2a4 \uc555\ucd9c \ub77c\uc778\uc744 \ud1b5\ud574 \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2\uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc218\uc9c1 \ud1b5\ud569\uacfc \uae30\uc220\uc801 \uc6b0\uc704\ub294 \uc2e0\uaddc \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc774\uba70, \uc911\uc18c \uaddc\ubaa8 \uc5c5\uccb4\ub4e4\uc740 \ud2b9\uc815 \ud2c8\uc0c8\uc2dc\uc7a5\uc774\ub098 \ub9de\ucda4\ud615 \uc194\ub8e8\uc158\uc5d0 \uc9d1\uc911\ud558\uac70\ub098, \uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc758 \ud558\uccad\uc744 \ubc1b\uc544 \uc0dd\uc0b0\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uae30\uc220 \ud601\uc2e0, \ube44\uc6a9 \ud6a8\uc728\uc131, \uadf8\ub9ac\uace0 \uace0\uac1d \ub9de\ucda4\ud615 \uc194\ub8e8\uc158 \uc81c\uacf5 \ub2a5\ub825\uc5d0 \ub530\ub77c \ub04a\uc784\uc5c6\uc774 \ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f AI \uc778\ud504\ub77c\uc758 \uae09\uc99d\uc740 \uace0\uc131\ub2a5, \uace0\ubc00\ub3c4 ACC\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uba70, \uc774\ub294 \uc120\ub450 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc561\ud2f0\ube0c \uad6c\ub9ac \ucf00\uc774\ube14(ACC) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. ACC\ub294 \ub9ac\ub4dc\ub77c\uc774\ubc84 \ub610\ub294 \ub9ac\ud0c0\uc774\uba38\ub97c \ub0b4\uc7a5\ud55c \ub2e8\uac70\ub9ac \ud2b8\uc708-\uc561\uc2dc\uc5bc \uad6c\ub9ac \uc5b4\uc148\ube14\ub9ac\ub85c, 25Gbps\uc5d0\uc11c 800Gbps\uc5d0 \uc774\ub974\ub294 \uc774\ub354\ub137, InfiniBand, PCIe, CXL \ud2b8\ub798\ud53d\uc744 \uc11c\ubc84, \uc2a4\uc704\uce58, \uc2a4\ud1a0\ub9ac\uc9c0 \uac04\uc5d0 \uc548\uc815\uc801\uc73c\ub85c \uc804\uc1a1\ud558\ub294 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 SFP28, QSFP28, OSFP, OSFP-XD \ub4f1 \ub2e4\uc591\ud55c \ud3fc \ud329\ud130\ub85c \ucd9c\ud558\ub418\ub294 \uacf5\uc7a5 \ucd9c\ud558 ACC\uc758 \ucd5c\uc885 \uace0\uac1d \ub9e4\ucd9c\uc744 \uae30\uc900\uc73c\ub85c \uc2dc\uc7a5 \uac00\uce58\ub97c \ud3c9\uac00\ud558\uba70, \ud328\uc2dc\ube0c DAC, \uc561\ud2f0\ube0c \uad11 \ucf00\uc774\ube14, \uc628\ubcf4\ub4dc \uc804\uc790 \uc7a5\uce58\uac00 \uc5c6\ub294 \ubc8c\ud06c \uad6c\ub9ac\uc120\uc740 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>ACC \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc758 \uae09\uc99d, \uc11c\ubc84-\uc2a4\uc704\uce58 \ub9c1\ud06c \uc18d\ub3c4 \uac00\uc18d\ud654(100G\uc5d0\uc11c 400G\ub85c), AI\/ML GPU \ud074\ub7ec\uc2a4\ud130\uc758 \ucd08\uc800\uc9c0\uc5f0 \ub2e8\uac70\ub9ac \ub9c1\ud06c \uc218\uc694 \uc99d\uac00, \uc11c\ubc84 \ub0b4\ubd80 PCIe 5.0\/6.0 \ubc0f CXL\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 800G AEC\ub97c \ud45c\uc900\ud654\ud558\ub294 \uc624\ud508 \ucef4\ud4e8\ud2b8 \ubc0f ORv3 \uc544\ud0a4\ud14d\ucc98\uc758 \uc131\uc7a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 AOC(Active Optical Cables) \ub300\ube44 5-7m\ub97c \ucd08\uacfc\ud558\ub294 \ub3c4\ub2ec \uac70\ub9ac \ud55c\uacc4, \uad6c\ub9ac \uac00\uaca9 \uc0c1\uc2b9 \ubc0f \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131, 224Gbps-PAM4 \ub808\uc778\uc5d0\uc11c\uc758 \uc5f4 \uc608\uc0b0 \ubb38\uc81c, \uadf8\ub9ac\uace0 QSFP-DD112, OSFP-XD\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \ud3fc \ud329\ud130\uc5d0 \ub300\ud55c \ud30c\ud3b8\ud654\ub41c \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>ACC \uc2dc\uc7a5\uc740 2026\ub144 138.1\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 178.5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc601\uc5ed\ubcc4\ub85c\ub294 \ub370\uc774\ud130\uc13c\ud130\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 61.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.32%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \uce21\uba74\uc5d0\uc11c\ub294 AI \uc6cc\ud06c\ub85c\ub4dc\uc758 \ub192\uc740 \ub300\uc5ed\ud3ed \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 800Gbps \ucf00\uc774\ube14\uc774 \uc5f0\ud3c9\uade0 5.82%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc138\uadf8\uba3c\ud2b8\uc785\ub2c8\ub2e4. \ud3fc \ud329\ud130\uc5d0\uc11c\ub294 800G \ub9c1\ud06c\uc640 \uc6b0\uc218\ud55c \ud3ec\ud2b8 \ubc00\ub3c4\ub97c \uc9c0\uc6d0\ud558\ub294 OSFP \ubc0f OSFP-XD\uac00 \uc5f0\ud3c9\uade0 6.12%\uc758 \uc131\uc7a5\ub960\ub85c QSFP\ub97c \ub2a5\uac00\ud558\uba70 \ubaa8\uba58\ud140\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ub2e4\uc74c \uae30\uc900\uc5d0 \ub530\ub77c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4:<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc601\uc5ed: \ub370\uc774\ud130\uc13c\ud130, \ud1b5\uc2e0, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \uac00\uc804\uc81c\ud488, \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \uae30\ud0c0.<br \/>\n*   \ud3fc \ud329\ud130: SFP+\/SFP28, QSFP+\/QSFP28, QSFP-DD, OSFP \/ OSFP-XD.<br \/>\n*   \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4: 25Gbps \uc774\ud558, 40Gbps, 100Gbps, 200Gbps, 400Gbps, 800Gbps.<br \/>\n*   \ub3c4\uccb4 \uac8c\uc774\uc9c0(AWG): 24-26 AWG, 28-30 AWG, 32 AWG \ubc0f \uadf8 \uc774\uc0c1.<br \/>\n*   \uc9c0\uc5ed: \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d, \uc778\ub3c4, \ud638\uc8fc), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \ud30c\ud2b8\ub108\uc2ed, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Amphenol Corporation, Cisco Systems Inc., TE Connectivity, Molex LLC, Luxshare Precision, NVIDIA (Mellanox), Broadcom Inc. \ub4f1 20\uac1c \uc774\uc0c1\uc758 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc774 \ud504\ub85c\ud30c\uc77c\ub9c1\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c \ubc29\ubc95\ub860\uc740 1\ucc28 \ubc0f 2\ucc28 \uc870\uc0ac\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. 1\ucc28 \uc870\uc0ac\ub294 \ucf00\uc774\ube14 \uc81c\uc870\uc5c5\uccb4, \ud074\ub77c\uc6b0\ub4dc \ub124\ud2b8\uc6cc\ud06c \uc124\uacc4\uc790, \uc720\ud1b5\uc5c5\uccb4\uc640\uc758 \uc778\ud130\ubdf0\ub97c \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc84c\uc73c\uba70, 2\ucc28 \uc870\uc0ac\ub294 HS-8544 \uc218\uc785 \ub370\uc774\ud130, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc790\ubcf8 \uc9c0\ucd9c, IEEE 802.3 \ubc0f OCP \ub9b4\ub9ac\uc2a4 \ub178\ud2b8, \uc81c\ud488 \ub370\uc774\ud130\uc2dc\ud2b8 \ub4f1\uc744 \ud65c\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uc124\uce58\ub41c \ub799 \uc218\uc640 \uc2a4\uc704\uce58 \ud3ec\ud2b8 \ub85c\ub4dc\ub9f5\uc744 \uae30\ubc18\uc73c\ub85c \ud558\ub294 \ud558\ud5a5\uc2dd \ubaa8\ub378\uacfc \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc84c\uc73c\uba70, \ub370\uc774\ud130\ub294 \ub3c5\ub9bd\uc801\uc778 \ud3ec\ud2b8 \ucd94\uc801\uae30\uc640 \ube44\uad50\ud558\uc5ec \uac80\uc99d\ub429\ub2c8\ub2e4.<\/p>\n<p>ACC \uc2dc\uc7a5\uc740 \ub370\uc774\ud130\uc13c\ud130 \ubc0f AI\/ML \uae30\uc220 \ubc1c\uc804\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c, \ub192\uc740 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub3c4\ub2ec \uac70\ub9ac \ud55c\uacc4\uc640 \uacf5\uae09\ub9dd \ubb38\uc81c\ub294 \uc9c0\uc18d\uc801\uc778 \ud574\uacb0 \uacfc\uc81c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ud544\uc694\ud55c \uc2ec\uce35\uc801\uc778 \ud1b5\ucc30\ub825\uc744 \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-36124","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\/36124"}],"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=36124"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/36124\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=36124"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=36124"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=36124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}