{"id":36349,"date":"2026-02-11T03:48:09","date_gmt":"2026-02-11T03:48:09","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/hybrid-photonic-integrated-circuit-market-mordor\/"},"modified":"2026-10-23T15:15:21","modified_gmt":"2026-10-23T06:15:21","slug":"hybrid-photonic-integrated-circuit-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/hybrid-photonic-integrated-circuit-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \uad11\uc790 \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/hybrid-photonic-integrated-circuit-market-1764661455654-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\/hybrid-photonic-integrated-circuit-market-size-image-1767809152551.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 AI\/ML \ucd5c\uc801\ud654\ub41c \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ub300\uc5ed\ud3ed \ud3ed\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 5G\/6G \ud504\ub860\ud2b8\ud640 \ubc0f \ubbf8\ub4dc\ud640 \uad11\ud559 \ubc00\uc9d1\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc2e4\ub9ac\ucf58 + III-V \uc774\uc885 \ud1b5\ud569 \ube44\uc6a9 \uad50\ucc28\uc810<\/li>\n<li class=\"toc-level-3\">4.2.5 \uad6d\ubc29 LiDAR \ubc0f RF-\ud3ec\ud1a0\ub2c9\uc2a4 \uc870\ub2ec \uae09\uc99d (\uae30\ubc00 \uc608\uc0b0)<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc2e0\ud765 \uce69\ub81b \ud328\ud0a4\uc9d5 \ud45c\uc900 (UCIe-P) \ucc44\ud0dd<\/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 \uc774\uc885 \ubcf8\ub529 \uc218\uc728 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc5f4 \ubd88\uc77c\uce58 \uc2e0\ub8b0\uc131 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc124\uacc4 \uc790\ub3d9\ud654\ub97c \uc704\ud55c \uc81c\ud55c\ub41c \uc0dd\ud0dc\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \ud30c\uc6b4\ub4dc\ub9ac \uc811\uadfc \ubcd1\ubaa9 \ud604\uc0c1 (5\uac1c \ubbf8\ub9cc\uc758 \uc778\uc99d\ub41c \ub77c\uc778)<\/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 \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\uc5c5\uccb4\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<\/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\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub370\uc774\ud130 \ud1b5\uc2e0 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc0c1\ud638 \uc5f0\uacb0<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud1b5\uc2e0 \uc804\uc1a1 \ubc0f 5G\/6G \ubaa8\ubc14\uc77c \ubc31\ud640<\/li>\n<li class=\"toc-level-3\">5.1.3 LiDAR \ubc0f \uad11\ud559 \uac10\uc9c0<\/li>\n<li class=\"toc-level-3\">5.1.4 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ubc0f AI \uac00\uc18d\uae30<\/li>\n<li class=\"toc-level-3\">5.1.5 RF-\ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \ub9c8\uc774\ud06c\ub85c\uc6e8\uc774\ube0c \ud3ec\ud1a0\ub2c9\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7ac\ub8cc \ud50c\ub7ab\ud3fc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2e4\ub9ac\ucf58-III-V \ud558\uc774\ube0c\ub9ac\ub4dc (Si \uc0c1\uc758 InP\/GaAs)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc2e4\ub9ac\ucf58 \uc9c8\ud654\ubb3c-III-V<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud3f4\ub9ac\uba38 \ud3ec\ud1a0\ub2c9\uc2a4 \ud558\uc774\ube0c\ub9ac\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.4 Si \uc0c1\uc758 \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0 (SiGe, AlN \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4 (\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec)<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790 \ubc0f \ub124\ud2b8\uc6cc\ud06c OEM<\/li>\n<li class=\"toc-level-3\">5.3.3 \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \ubc14\uc774\uc624\uc13c\uc2f1 OEM<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc0b0\uc5c5 \ubc0f \uc790\ub3d9\ucc28 OEM<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \uae30\ud0c0 \uc138\uacc4<\/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, \uac00\uc6a9 \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \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 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc2dc\uc2a4\ucf54 \uc2dc\uc2a4\ud15c\uc988 (\uc544\uce74\uc2dc\uc544 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc988)<\/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 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0 (\uc778\ud53c)<\/li>\n<li class=\"toc-level-3\">6.4.5 \ub8e8\uba58\ud140 \ud640\ub529\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.6 \ucf54\ud788\uc5b4\ub7f0\ud2b8 Corp. (II-VI)<\/li>\n<li class=\"toc-level-3\">6.4.7 \ub85d\ud074\ub9ac \ud3ec\ud1a0\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.8 \uc544\uc57c\ub974 \ub7a9\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.9 \ub178\ud0a4\uc544 (\ubca8 \uc5f0\uad6c\uc18c)<\/li>\n<li class=\"toc-level-3\">6.4.10 \ud6c4\uc9c0\ucbd4 \uad11\ud559 \ubd80\ud488<\/li>\n<li class=\"toc-level-3\">6.4.11 \ub124\uc624\ud3ec\ud1a0\ub2c9\uc2a4 (\ub8e8\uba58\ud140)<\/li>\n<li class=\"toc-level-3\">6.4.12 \uc2dc\uc5d0\ub098 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc774\ud399\ud2b8 \ud3ec\ud1a0\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.14 POET \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.15 \ub9ac\uc820\ud14d SA<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc778\ud53c\ub124\ub77c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.17 \ud734\ub81b \ud329\ucee4\ub4dc \uc5d4\ud130\ud504\ub77c\uc774\uc988 (HPC \uc0c1\ud638 \uc5f0\uacb0)<\/li>\n<li class=\"toc-level-3\">6.4.18 \uae00\ub85c\ubc8c\ud30c\uc6b4\ub4dc\ub9ac (SiPh \uc11c\ube44\uc2a4)<\/li>\n<li class=\"toc-level-3\">6.4.19 \uc544\uc774\uba55 (\ud30c\uc6b4\ub4dc\ub9ac \ubc0f MPW)<\/li>\n<li class=\"toc-level-3\">6.4.20 \ud0c0\uc6cc \uc138\ubbf8\ucee8\ub355\ud130<\/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>\ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c(PIC) \uc2dc\uc7a5\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04 \ub3d9\uc548 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 2026\ub144\uc5d0\ub294 91\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, 2031\ub144\uc5d0\ub294 167\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 12.84%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c, \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Intel Corporation, Broadcom Inc., Lumentum Holdings, Marvell Technology (Inphi), Coherent Corp. (II-VI) \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc740 2025\ub144 81\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 91\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uace0, 2031\ub144\uc5d0\ub294 167\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 12.84%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud1b5\uc2e0 \ub124\ud2b8\uc6cc\ud06c\uc5d0\uc11c \uace0\uc18d \ub370\uc774\ud130 \uc804\uc1a1\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305, \uc778\uacf5\uc9c0\ub2a5(AI), \uc0ac\ubb3c \uc778\ud130\ub137(IoT) \uae30\uc220\uc758 \ubc1c\uc804\uc740 \ub370\uc774\ud130 \ud2b8\ub798\ud53d\uc744 \ud3ed\ubc1c\uc801\uc73c\ub85c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uae30\uc874 \uc804\uc790 \uae30\ubc18 \uc194\ub8e8\uc158\uc758 \ud55c\uacc4\ub97c \ub118\uc5b4\uc11c\ub294 \uad11\ud559 \uae30\ubc18 \uc194\ub8e8\uc158\uc758 \ud544\uc694\uc131\uc744 \ub354\uc6b1 \ubd80\uac01\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c\ub294 \ub354 \ub192\uc740 \ub300\uc5ed\ud3ed, \ub0ae\uc740 \uc804\ub825 \uc18c\ube44, \uadf8\ub9ac\uace0 \uc18c\ud615\ud654\ub41c \ud3fc\ud329\ud130\ub97c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc774\ub7ec\ud55c \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\uc2dc\ud0a4\ub294 \ud575\uc2ec \uae30\uc220\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc13c\uc2f1, \uc758\ub8cc, \uc790\ub3d9\ucc28 \ub4f1 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c\uc758 \uc801\uc6a9 \ud655\ub300 \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc911\uc694\ud55c \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ubc1c\uc804 \ubc0f \ud601\uc2e0<\/p>\n<p>\ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c \uae30\uc220\uc740 \uc11c\ub85c \ub2e4\ub978 \uc7ac\ub8cc \ud50c\ub7ab\ud3fc(\uc608: \uc2e4\ub9ac\ucf58, \uc778\ub4d0 \uc778\ud654\ubb3c, \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8)\uc758 \uc7a5\uc810\uc744 \uacb0\ud569\ud558\uc5ec \ub2e8\uc77c \uce69\uc5d0\uc11c \ucd5c\uc801\uc758 \uc131\ub2a5\uc744 \uad6c\ud604\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uac01 \uc7ac\ub8cc\uc758 \uace0\uc720\ud55c \ud2b9\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \uad11\uc6d0, \ubcc0\uc870\uae30, \uac80\ucd9c\uae30 \ub4f1 \ub2e4\uc591\ud55c \uad11\ud559 \ubd80\ud488\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \ud1b5\ud569\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \ucd5c\uadfc\uc5d0\ub294 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud50c\ub7ab\ud3fc\uc5d0 III-V\uc871 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800\ub97c \uc9c1\uc811 \ud1b5\ud569\ud558\ub294 \uae30\uc220\uc774 \ud06c\uac8c \ubc1c\uc804\ud558\uba74\uc11c, \uace0\uc131\ub2a5 \uad11\uc6d0\uacfc \uc2e4\ub9ac\ucf58 \uae30\ubc18\uc758 \uc800\ube44\uc6a9 \ub300\ub7c9 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uacb0\ud569\ud558\ub294 \uac83\uc774 \uac00\ub2a5\ud574\uc84c\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220 \ud601\uc2e0\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c\uc758 \uc81c\uc870 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ucf1c, \ub354 \ub113\uc740 \ubc94\uc704\uc758 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc801\uc6a9\ub420 \uc218 \uc788\ub294 \uae30\ubc18\uc744 \ub9c8\ub828\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub3c4\uc804 \uacfc\uc81c \ubc0f \uae30\ud68c<\/p>\n<p>\ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc740 \ub192\uc740 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc9c0\ub9cc, \uba87 \uac00\uc9c0 \ub3c4\uc804 \uacfc\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uc81c\uc870 \uacf5\uc815, \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9, \uadf8\ub9ac\uace0 \ub2e4\uc591\ud55c \uc7ac\ub8cc \uac04\uc758 \ud638\ud658\uc131 \ubb38\uc81c\ub294 \uc5ec\uc804\ud788 \ud574\uacb0\ud574\uc57c \ud560 \uacfc\uc81c\uc785\ub2c8\ub2e4. \ub610\ud55c, \ud45c\uc900\ud654\ub41c \uc124\uacc4 \ubc0f \ud14c\uc2a4\ud2b8 \ubc29\ubc95\uc758 \ubd80\uc7ac\ub294 \uc2dc\uc7a5 \ud655\ub300\ub97c \uc800\ud574\ud558\ub294 \uc694\uc778\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \ub3c4\uc804 \uacfc\uc81c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, 5G \ud1b5\uc2e0, \uc790\uc728 \uc8fc\ud589, \uc591\uc790 \ucef4\ud4e8\ud305\uacfc \uac19\uc740 \uc2e0\ud765 \uae30\uc220 \ubd84\uc57c\uc5d0\uc11c\uc758 \uc218\uc694 \uc99d\uac00\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ub370\uc774\ud130 \uc804\uc1a1 \ubc0f \ucc98\ub9ac \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \ucee4\uc9c0\uba74\uc11c, \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801\ud68c\ub85c\ub294 \ubbf8\ub798 \uc815\ubcf4 \ud1b5\uc2e0 \uae30\uc220\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 \uc9d1\uc801 \ud68c\ub85c(PIC) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. PIC\ub294 \ub450 \uac1c \uc774\uc0c1\uc758 \uad11\ud559 \ubd80\ud488\uc73c\ub85c \uad6c\uc131\ub418\uc5b4 \ube5b\uc758 \uac10\uc9c0, \uc0dd\uc131, \uc804\uc1a1 \ubc0f \ucc98\ub9ac\uac00 \uac00\ub2a5\ud55c \ub9c8\uc774\ud06c\ub85c\uce69 \ud68c\ub85c\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 PIC \uc2dc\uc7a5\uc758 \uc131\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \ub2e4\uc591\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c\uc758 \uc218\uc694 \uc99d\uac00\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8e8\uba70, \uac70\uc2dc \uacbd\uc81c \ub3d9\ud5a5\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\ub3c4 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5\/\uba38\uc2e0\ub7ec\ub2dd(AI\/ML) \ucd5c\uc801\ud654 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559(CPO) \uc218\uc694 \uc99d\uac00, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \ub300\uc5ed\ud3ed \ud3ed\uc99d, 5G\/6G \ud504\ub860\ud2b8\ud640 \ubc0f \ubbf8\ub4dc\ud640 \uad11\ud559 \ubc00\uc9d1\ud654, \uc2e4\ub9ac\ucf58\uacfc III-V\uc871 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4\uc758 \uc774\uc885 \ud1b5\ud569 \ube44\uc6a9 \uad50\ucc28\uc810 \ub3c4\ub2ec, \uad6d\ubc29\uc6a9 LiDAR \ubc0f RF-\ud3ec\ud1a0\ub2c9\uc2a4 \uc870\ub2ec \uae09\uc99d, \uadf8\ub9ac\uace0 UCIe-P\uc640 \uac19\uc740 \uc2e0\ud765 \uce69\ub81b \ud328\ud0a4\uc9d5 \ud45c\uc900 \ucc44\ud0dd\uc5d0 \uc758\ud574 \uac15\ub825\ud558\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 AI \ud074\ub7ec\uc2a4\ud130\uc5d0\uc11c \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud1a0\ub2c9 IC\uc758 \uc0c8\ub85c\uc6b4 \uc218\uc694\ub294 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559\uc774 \uc804\ub825\uc744 30% \uc808\uac10\ud558\uace0 \uc9c0\uc5f0 \uc2dc\uac04\uc744 10\ub098\ub178\ucd08 \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucdb0 \ub799\ub2f9 400\ud14c\ub77c\ube44\ud2b8 \uc774\uc0c1\uc758 \uc804\uc1a1 \uc18d\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud568\uc73c\ub85c\uc368 \ucd09\uc9c4\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\uadf8\ub7ec\ub098 \uc774\uc885 \uc811\ud569 \uc218\uc728 \ubb38\uc81c, \uc5f4 \ubd88\uc77c\uce58\ub85c \uc778\ud55c \uc2e0\ub8b0\uc131 \ubb38\uc81c, \ud558\uc774\ube0c\ub9ac\ub4dc \uc124\uacc4 \uc790\ub3d9\ud654\ub97c \uc704\ud55c \uc81c\ud55c\uc801\uc778 \uc0dd\ud0dc\uacc4, \uadf8\ub9ac\uace0 5\uac1c \ubbf8\ub9cc\uc758 \uc778\uc99d\ub41c \ub77c\uc778\uc73c\ub85c \uc778\ud55c \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \ud30c\uc6b4\ub4dc\ub9ac \uc811\uadfc \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \uc774\uc885 \uc811\ud569 \uc6a9\ub7c9 \uacf5\uae09\uc740 \uc18c\uc218\uc758 \uc0c1\uc5c5 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uad6c\uc870\uc801 \ubcd1\ubaa9 \ud604\uc0c1\uacfc \uac00\uaca9 \uacb0\uc815\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \uc7ac\ub8cc \ud50c\ub7ab\ud3fc, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc2dc\uc7a5 \uaddc\ubaa8\uc640 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ub370\uc774\ud130\ucf64 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc778\ud130\ucee4\ub125\ud2b8, \ud1b5\uc2e0 \uc804\uc1a1 \ubc0f 5G\/6G \ubaa8\ubc14\uc77c \ubc31\ud640, LiDAR \ubc0f \uad11\ud559 \uc13c\uc2f1, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ubc0f AI \uac00\uc18d\uae30, RF-\ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \ub9c8\uc774\ud06c\ub85c\uc6e8\uc774\ube0c \ud3ec\ud1a0\ub2c9\uc2a4 \ubd84\uc57c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc678\uc5d0 \uad6d\ubc29\uc6a9 LiDAR \ubc0f RF-\ud3ec\ud1a0\ub2c9\uc2a4 \ubd84\uc57c\ub294 \ud504\ub85c\uadf8\ub7a8\uc774 \ud504\ub85c\ud1a0\ud0c0\uc785\uc5d0\uc11c \ub300\ub7c9 \uc870\ub2ec\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c 13.46%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \ub192\uc740 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc \ud50c\ub7ab\ud3fc\ubcc4: \uc2e4\ub9ac\ucf58-III-V \ud558\uc774\ube0c\ub9ac\ub4dc(InP\/GaAs on Si), \uc2e4\ub9ac\ucf58 \uc9c8\ud654\ubb3c-III-V, \ud3f4\ub9ac\uba38 \ud3ec\ud1a0\ub2c9\uc2a4 \ud558\uc774\ube0c\ub9ac\ub4dc, \uc2e4\ub9ac\ucf58 \uae30\ubc18 \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8(Thin-film Lithium Niobate on Si) \ubc0f \uae30\ud0c0(SiGe, AlN \ub4f1)\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc2e4\ub9ac\ucf58 \uae30\ubc18 \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8\ub294 \uc800\uc804\uc555, \uace0\ub300\uc5ed\ud3ed \ubcc0\uc870\uae30 \ub355\ubd84\uc5d0 14.22%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec), \ud1b5\uc2e0 \uc0ac\uc5c5\uc790 \ubc0f \ub124\ud2b8\uc6cc\ud06c OEM, \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \ubc14\uc774\uc624\uc13c\uc2f1 OEM, \uc0b0\uc5c5 \ubc0f \uc790\ub3d9\ucc28 OEM\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \ubc0f \uae30\ud0c0 \uc9c0\uc5ed\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4. \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uc758 100\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ud30c\uc6b4\ub4dc\ub9ac \ud504\ub85c\uadf8\ub7a8\uacfc \ub300\ub9cc\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc0dd\ud0dc\uacc4\uc5d0 \ud798\uc785\uc5b4 13.55%\uc758 CAGR\ub85c \ub2e4\ub978 \uc9c0\uc5ed\ubcf4\ub2e4 \ube60\ub974\uac8c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uc2dc\uc7a5 \uae30\ud68c:<br \/>\n\ubcf4\uace0\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, Intel, Cisco Systems (Acacia Communications), Broadcom, Marvell Technology (Inphi), Lumentum Holdings \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed(white-space)\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c(unmet-need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 \uc131\uc7a5 \uae30\ud68c\ub97c 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