{"id":37797,"date":"2026-02-11T19:10:31","date_gmt":"2026-02-11T19:10:31","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-bonding-equipment-market-mordor\/"},"modified":"2026-09-11T23:22:56","modified_gmt":"2026-09-11T14:22:56","slug":"semiconductor-bonding-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-bonding-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-bonding-equipment-market_1711615313726_Semiconductor_Bonding_Equipment_Market_ML.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-bonding-equipment-market-size-image-1767810923663.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 IDM \ubc0f \ud30c\uc6b4\ub4dc\ub9ac\uc758 CAPEX \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc790\ub3d9\ucc28 \ubc0f IoT \uae30\uae30 \ub0b4 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \ucca8\ub2e8 2.5D\/3D \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc\uc758 \ube60\ub978 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc815\ubd80 \uc9c0\uc6d0 &#8216;CHIPS&#8217; \ubcf4\uc870\uae08 \ubc0f \uc138\uae08 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 CIS \ubc0f 3D-NAND\uc5d0\uc11c \ud558\uc774\ube0c\ub9ac\ub4dc \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub529\uc758 \uc0c1\uc5c5\uc801 \ucd9c\uc2dc<\/li>\n<li class=\"toc-level-3\">4.2.6 AI \ub370\uc774\ud130\uc13c\ud130\uc6a9 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9 \uc778\ud130\ud3ec\uc800\uac00 \uc6e8\uc774\ud37c \ubcf8\ub529 \ub3c4\uad6c \uc8fc\ub3c4<\/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 \ub192\uc740 \uc18c\uc720 \ube44\uc6a9 \ubc0f TCO \ubd88\ud655\uc2e4\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 10 \u00b5m \ubbf8\ub9cc \uc815\ub82c \uacf5\ucc28\uc5d0\uc11c\uc758 \uacf5\uc815 \ubcf5\uc7a1\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucd08\ud3c9\ud0c4 \uce90\ub9ac\uc5b4 \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.4 VOC \/ \uc811\ucc29\uc81c \ud654\ud559 \ubb3c\uc9c8 \ud658\uacbd \uaddc\uc81c \uac15\ud654<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uac70\uc2dc\uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/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 \uc7a5\ube44 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc601\uad6c \uc811\ud569 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc784\uc2dc \uc811\ud569 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc811\ud569 \uc7a5\ube44<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ucca8\ub2e8 \ud328\ud0a4\uc9d5<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc804\ub825 IC \ubc0f \uac1c\ubcc4 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.2.3 \uad11\uc790 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.2.4 MEMS \uc13c\uc11c \ubc0f \uc561\ucd94\uc5d0\uc774\ud130<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uae30\ud310<\/li>\n<li class=\"toc-level-3\">5.2.6 RF \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.2.7 CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc811\ud569 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc5f4\uc555\ucc29 \uc811\ud569<\/li>\n<li class=\"toc-level-3\">5.3.2 \uacf5\uc815\/\uc194\ub354 \uc811\ud569<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc811\ucc29\uc81c\/\ud3f4\ub9ac\uba38 \uc811\ud569<\/li>\n<li class=\"toc-level-3\">5.3.4 \ucd08\uc74c\ud30c \/ \uc5f4\uc74c\ud30c \uc811\ud569<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc591\uadf9 \/ \uc735\ud569 \uc811\ud569<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 200mm \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.4.2 200-300mm<\/li>\n<li class=\"toc-level-3\">5.4.3 300mm \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/li>\n<li class=\"toc-level-3\">5.5.2 \ud30c\uc6b4\ub4dc\ub9ac<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8 (OSAT)<\/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 \ubd81\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/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 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \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 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \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-3\">5.6.6 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 EV Group (EVG)<\/li>\n<li class=\"toc-level-3\">6.4.2 ASMPT Semiconductor Solutions<\/li>\n<li class=\"toc-level-3\">6.4.3 Mycronic AB (MRSI Systems)<\/li>\n<li class=\"toc-level-3\">6.4.4 WestBond, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Panasonic Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Palomar Technologies, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Dr. Tresky AG<\/li>\n<li class=\"toc-level-3\">6.4.8 BE Semiconductor Industries N.V.<\/li>\n<li class=\"toc-level-3\">6.4.9 Fasford Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Kulicke &amp; Soffa Industries, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 DIAS Automation (HK) Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Shibaura Mechatronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 SUSS MicroTec SE<\/li>\n<li class=\"toc-level-3\">6.4.14 Tokyo Electron Limited<\/li>\n<li class=\"toc-level-3\">6.4.15 DISCO Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 TOWA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.17 Hanmi Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Toray Engineering Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Hesse GmbH<\/li>\n<li class=\"toc-level-3\">6.4.20 Finetech GmbH &amp; Co. KG<\/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>\ubc18\ub3c4\uccb4 \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \ub2e4\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\ube44 \uc720\ud615(\uc601\uad6c, \uc784\uc2dc, \ud558\uc774\ube0c\ub9ac\ub4dc), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ucca8\ub2e8 \ud328\ud0a4\uc9d5, \uc804\ub825 IC \ubc0f \uac1c\ubcc4 \uc18c\uc790 \ub4f1), \ubcf8\ub529 \uae30\uc220(\uc5f4\uc555\ucc29, \uacf5\uc815\/\uc194\ub354 \ub4f1), \uc6e8\uc774\ud37c \ud06c\uae30(200mm \uc774\ud558 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790(IDM, \ud30c\uc6b4\ub4dc\ub9ac, OSAT) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd \ub4f1)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud558\uba70, \uc2dc\uc7a5 \uac00\uce58\ub294 USD \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4. \uc774 \uc2dc\uc7a5\uc740 \ud3c9\uba74 \uc2a4\ucf00\uc77c\ub9c1\uc5d0\uc11c \uc218\uc9c1 \uc2a4\ud0dc\ud0b9\uc73c\ub85c\uc758 \uc0b0\uc5c5 \uc804\ud658\uacfc \uc774\uc885 \ud1b5\ud569 \uc804\ub7b5\uc758 \ud655\uc0b0\uc5d0 \ud798\uc785\uc5b4 \uc815\ubc00\ud55c \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubc0f \ub2e4\uc774-\ud22c-\uc6e8\uc774\ud37c \uc5f0\uacb0\uc758 \uc911\uc694\uc131\uc774 \uc99d\ub300\ub418\uba74\uc11c \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ubc18\ub3c4\uccb4 \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 5\uc5b5 6,896\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 5\uc5b5 9,647\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. 2031\ub144\uc5d0\ub294 7\uc5b5 5,532\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 4.84%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\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 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>\ubc18\ub3c4\uccb4 \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   IDM \ubc0f \ud30c\uc6b4\ub4dc\ub9ac\uc758 CAPEX \uc99d\uac00: 2024\ub144 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc9c0\ucd9c\uc740 1,100\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc73c\uba70, 2026\ub144\uc5d0\ub294 1,300\uc5b5 \ub2ec\ub7ec\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. TSMC, \uc0bc\uc131, \uc778\ud154 \ub4f1 \uc8fc\uc694 \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 AI \uac00\uc18d\uae30 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \uc7a5\uce58\uc758 \ub300\uc5ed\ud3ed, \uc9c0\uc5f0 \uc2dc\uac04, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uae30 \uc704\ud574 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \ubcf8\ub529 \ub77c\uc778\uc5d0 \ub9c9\ub300\ud55c \ud22c\uc790\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubcf8\ub529 \uc7a5\ube44\uc758 \uad50\uccb4 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \uc124\uce58 \uae30\ubc18\uc744 \ud655\ub300\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \ubc0f IoT \uae30\uae30 \ub0b4 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \uae09\uc99d: 2024\ub144 \ucc28\ub7c9\ub2f9 \ud3c9\uade0 \ubc18\ub3c4\uccb4 \uac00\uce58\ub294 950\ub2ec\ub7ec\ub85c \uc0c1\uc2b9\ud588\uc73c\uba70, \uc804\uae30\ucc28 \ud30c\uc6cc\ud2b8\ub808\uc778, \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS), \uc874 \uc544\ud0a4\ud14d\ucc98(Zonal Architecture)\uac00 \uc774\ub97c \uc8fc\ub3c4\ud569\ub2c8\ub2e4. IoT \uc6e8\uc5b4\ub7ec\ube14 \ubc0f \uc2a4\ub9c8\ud2b8 \ud648 \uae30\uae30 \ub610\ud55c \uc18c\ud615\ud654 \ubc0f \ubc30\ud130\ub9ac \uc218\uba85 \uc5f0\uc7a5\uc744 \uc704\ud55c \uc6e8\uc774\ud37c \ub808\ubca8 \uce69 \uc2a4\ucf00\uc77c \ud328\ud0a4\uc9c0(WLCSP)\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \ub2e4\uc591\ud55c \ubcf8\ub529 \uc7a5\ube44 \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 2.5D\/3D \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc\uc758 \ube60\ub978 \ucc44\ud0dd: 2024\ub144 2.5D \uc778\ud130\ud3ec\uc800 \ucd9c\ud558\ub7c9\uc740 \uc804\ub144 \ub300\ube44 35% \uc99d\uac00\ud588\uc73c\uba70, HPC \ud504\ub85c\uc138\uc11c\uac00 \ub2e4\uc774-\ud22c-\ub2e4\uc774(die-to-die) \uc0c1\ud638 \uc5f0\uacb0 \uc720\uc5f0\uc131\uc744 \uc704\ud574 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 500nm \uc774\ud558\uc758 \uc815\ubc00\ud55c \ubc30\uce58 \ubc18\ubcf5\uc131\uc744 \uc694\uad6c\ud558\ub294 \ubcf8\ub529 \uc7a5\ube44 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uba70, \uc5f4 \ubaa8\ub378\ub9c1 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uc778\uc2dc\ud29c(in-situ) \uce21\uc815 \uae30\uc220\uc758 \ud1b5\ud569\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80 \uc9c0\uc6d0 &#8216;CHIPS&#8217; \ubcf4\uc870\uae08 \ubc0f \uc138\uae08 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d CHIPS \ubc0f \uacfc\ud559\ubc95\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub77c\uc778\uc5d0 \uc0c1\ub2f9\ud55c \ubcf4\uc870\uae08\uc744 \ud3ec\ud568\ud558\uc5ec 527\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \ub610\ud55c 430\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 \ud328\ud0a4\uc9c0\ub97c \ud1b5\ud574 \ud68c\uc6d0\uad6d\ub4e4\uc758 \ud328\ud0a4\uc9d5 \uc790\uae09\uc790\uc871\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ubd80 \uc9c0\uc6d0\uc740 \uc9c4\uacf5 \ubcf8\ub354 \ubc0f \uc628\ub3c4 \uc81c\uc5b4 \ud074\ub9b0\ub8f8\uacfc \uac19\uc740 \uace0\uac00 \uc7a5\ube44\uc758 \ucd08\uae30 \ud22c\uc790 \ubd80\ub2f4\uc744 \uc644\ud654\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   CIS \ubc0f 3D-NAND\uc5d0\uc11c \ud558\uc774\ube0c\ub9ac\ub4dc \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub529\uc758 \uc0c1\uc5c5\uc801 \ucd9c\uc2dc: CIS(CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c) \ubc0f 3D-NAND \ubd84\uc57c\uc5d0\uc11c \ud558\uc774\ube0c\ub9ac\ub4dc \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub529\uc758 \uc0c1\uc5c5\uc801 \ub3c4\uc785\uc774 \ud655\ub300\ub418\uba74\uc11c, \uc774 \uae30\uc220\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c \ubd81\ubbf8\ub85c \ud655\uc0b0\ub418\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \ub370\uc774\ud130\uc13c\ud130\uc6a9 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc778\ud130\ud3ec\uc800\uc758 \uc6e8\uc774\ud37c \ubcf8\ub529 \uc7a5\ube44 \uc218\uc694 \uacac\uc778: AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uace0\uc131\ub2a5 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc778\ud130\ud3ec\uc800\uc758 \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc6e8\uc774\ud37c \ubcf8\ub529 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub192\uc740 \uc18c\uc720 \ube44\uc6a9(TCO) \ubc0f \ubd88\ud655\uc2e4\uc131: \ucd5c\ucca8\ub2e8 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub354\ub294 300\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc774\uba70, \uc5f0\uac04 \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9\uc744 \ud3ec\ud568\ud558\uba74 \ucd1d 800\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub0ae\uc740 \uac00\ub3d9\ub960\uc740 \uc18c\uaddc\ubaa8 OSAT(\uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8) \uae30\uc5c5\uc5d0 \ud070 \ubd80\ub2f4\uc774 \ub418\uba70, \ube60\ub978 \uae30\uc220 \ub85c\ub4dc\ub9f5 \ubcc0\ud654\ub294 \uc7ac\uc815 \ubaa8\ub378\ub9c1\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc774\ub294 \uc2e0\uaddc \uc8fc\ubb38\uc744 \uc5b5\uc81c\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   10\u00b5m \uc774\ud558 \uc815\ub82c \uacf5\uc815\uc758 \ubcf5\uc7a1\uc131: \ub2e8\uc77c \ub9c8\uc774\ud06c\ub85c\ubbf8\ud130 \uc218\uc900\uc758 \uc624\ubc84\ub808\uc774 \uc624\ucc28\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574\uc11c\ub294 \u00b10.1\u00b0C \uc774\ub0b4\uc758 \uc628\ub3c4 \uc548\uc815\uc131\uacfc \uc11c\ube0c \ub098\ub178\ubbf8\ud130 \uc2a4\ucf00\uc77c\uc758 \ub2a5\ub3d9 \uc9c4\ub3d9 \uaca9\ub9ac\uac00 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc774\ub294 \uacf5\uc815 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1\uc5d0 \ucd94\uac00\uc801\uc778 \uc2dc\uac04\uacfc \ub178\ub825\uc744 \uc694\uad6c\ud558\uba70, \uc7a5\ube44 \ub3c4\uc785 \ubc0f \uac80\uc99d \uc8fc\uae30\ub97c \uae38\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   \ucd08\ud3c9\ud0c4 \uce90\ub9ac\uc5b4 \uc6e8\uc774\ud37c \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1: \ucd08\ud3c9\ud0c4 \uce90\ub9ac\uc5b4 \uc6e8\uc774\ud37c\uc758 \uacf5\uae09\ub9dd \uc81c\uc57d\uc740 \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uacf5\uae09 \uc9d1\uc911\uc73c\ub85c \uc778\ud574 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   VOC\/\uc811\ucc29\uc81c \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c: EU\uc640 \ubd81\ubbf8\ub97c \uc911\uc2ec\uc73c\ub85c \ud718\ubc1c\uc131 \uc720\uae30 \ud654\ud569\ubb3c(VOC) \ubc0f \uc811\ucc29\uc81c \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c, \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub294 \uce5c\ud658\uacbd \uc194\ub8e8\uc158 \uac1c\ubc1c\uc5d0 \ub300\ud55c \uc555\ub825\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc7a5\ube44 \uc720\ud615\ubcc4: 2025\ub144 \uae30\uc900 \uc601\uad6c \ubcf8\ub529 \uc7a5\ube44\uac00 38.74%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \ub808\uac70\uc2dc \uc7a5\uce58 \ud328\ud0a4\uc9d5\uc5d0\uc11c\uc758 \uac80\uc99d\ub41c \uc2e0\ub8b0\uc131 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc784\uc2dc \ubcf8\ub529 \uc7a5\ube44\ub294 \uc6e8\uc774\ud37c \ubc15\ub9c9\ud654 \ubc0f TSV(Through-Silicon Via) \uc0dd\uc131\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ubc18\uba74, \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 5.88%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 3nm \uc774\ud558 \ud1b5\ud569\uc5d0\uc11c \uad6c\ub9ac-\ud22c-\uad6c\ub9ac \uc9c1\uc811 \uc5f0\uacb0\uc744 \ud1b5\ud574 \uc800\ud56d \ubc0f \uc77c\ub809\ud2b8\ub85c\ub9c8\uc774\uadf8\ub808\uc774\uc158(electromigration)\uc744 \ucd5c\uc18c\ud654\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc774 \ubd80\ubb38\uc758 \uc131\uc7a5\uc740 \ub4c0\uc5bc \uc2a4\ud14c\uc774\uc9c0 \uc815\ub82c \uad11\ud559, \ub2a5\ub3d9 \ub808\ubca8\ub9c1 \ucc99, \ud3d0\uc1c4 \ub8e8\ud504 \uc555\ub825 \uc81c\uc5b4 \ub4f1 \ud601\uc2e0\uc801\uc778 \uae30\uc220 \ubc1c\uc804\uc5d0 \ud798\uc785\uc5b4 \uc601\uad6c \ubcf8\ub529 \uc7a5\ube44\uc640 \ub300\ub4f1\ud55c \uc218\uc900\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n**   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 3D IC \ud328\ud0a4\uc9d5 \ubd80\ubb38\uc740 2025\ub144 \uae30\uc900 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \uc778\uacf5\uc9c0\ub2a5, \ub370\uc774\ud130 \uc13c\ud130 \ub4f1 \ucca8\ub2e8 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uc694\uad6c\ub418\ub294 \uc18c\ud615\ud654, \uace0\uc9d1\uc801\ud654 \ubc0f \uc131\ub2a5 \ud5a5\uc0c1\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \uae30\uc778\ud569\ub2c8\ub2e4. \ud2b9\ud788, 3D IC \ud328\ud0a4\uc9d5\uc740 \uc6e8\uc774\ud37c \uc2a4\ud0dc\ud0b9\uc744 \ud1b5\ud574 \uce69 \uac04\uc758 \uc5f0\uacb0 \uac70\ub9ac\ub97c \ub2e8\ucd95\ud558\uace0 \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0a4\uba70 \uc804\ub825 \uc18c\ube44\ub97c \uc904\uc774\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ud55c\ud3b8, MEMS \ubc0f \uc13c\uc11c \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd80\ubb38\uc740 \uc2a4\ub9c8\ud2b8\ud3f0, \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30, \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5\uc6a9 IoT \uc7a5\uce58\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc640 \ud568\uaed8 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774 \ubd80\ubb38\uc5d0\uc11c\ub294 \ub2e4\uc591\ud55c \ud658\uacbd \uc870\uac74\uc5d0\uc11c \uc13c\uc11c\uc758 \ubbfc\uac10\ub3c4\uc640 \uc2e0\ub8b0\uc131\uc744 \ubcf4\uc7a5\ud558\uae30 \uc704\ud55c \uc815\ubc00 \ubcf8\ub529 \uae30\uc220\uc774 \uc911\uc694\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc6e8\uc774\ud37c \ubcf8\ub529\uc740 \uc587\uc740 \uae30\ud310 \uc6e8\uc774\ud37c\ub97c \uc9c0\uc9c0 \uce90\ub9ac\uc5b4 \ub514\uc2a4\ud06c\uc5d0 \uc811\ucc29\ud558\ub294 \ud575\uc2ec \uacf5\uc815\uc73c\ub85c, \uc601\uad6c \ubcf8\ub529, \uc784\uc2dc \ubcf8\ub529, \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ub4f1 \ub2e4\uc591\ud55c \uc7a5\ube44 \uc720\ud615\uacfc \uae30\uc220\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \ubc94\uc704, \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5) \ubc0f \ud30c\uc6b4\ub4dc\ub9ac\uc758 CAPEX(\uc790\ubcf8 \uc9c0\ucd9c) \uc99d\uac00, \uc790\ub3d9\ucc28 \ubc0f IoT \uae30\uae30 \ub0b4 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20\uc758 \uae09\uc99d, \uadf8\ub9ac\uace0 \ucca8\ub2e8 2.5D\/3D \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc\uc758 \ube60\ub978 \ucc44\ud0dd\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc815\ubd80 \uc9c0\uc6d0\uc758 &#8220;CHIPS&#8221; \ubcf4\uc870\uae08 \ubc0f \uc138\uae08 \uc778\uc13c\ud2f0\ube0c, CIS(CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c) \ubc0f 3D-NAND \ubd84\uc57c\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub529 \uc0c1\uc6a9\ud654, AI \ub370\uc774\ud130\uc13c\ud130\uc6a9 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9 \uc778\ud130\ud3ec\uc800\uc758 \uc218\uc694 \uc99d\uac00\ub294 \uc6e8\uc774\ud37c \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \ud655\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ub192\uc740 \uc18c\uc720 \ube44\uc6a9 \ubc0f \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO)\uc758 \ubd88\ud655\uc2e4\uc131, 10 \u00b5m \uc774\ud558 \uc815\ub82c \uacf5\uc815\uc758 \ubcf5\uc7a1\uc131, \ucd08\ud3c9\ud0c4 \uce90\ub9ac\uc5b4 \uc6e8\uc774\ud37c\uc758 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1, \uadf8\ub9ac\uace0 VOC(\ud718\ubc1c\uc131 \uc720\uae30 \ud654\ud569\ubb3c)\/\uc811\ucc29\uc81c \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\uac00 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc7a5\ube44 \uc720\ud615(\uc601\uad6c \ubcf8\ub529, \uc784\uc2dc \ubcf8\ub529, \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ucca8\ub2e8 \ud328\ud0a4\uc9d5, \uc804\ub825 IC \ubc0f \uac1c\ubcc4 \uc18c\uc790, \ud3ec\ud1a0\ub2c9 \uc7a5\uce58, MEMS \uc13c\uc11c \ubc0f \uc561\ucd94\uc5d0\uc774\ud130, \uc5d4\uc9c0\ub2c8\uc5b4\ub4dc \uae30\ud310, RF \uc7a5\uce58, CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c), \ubcf8\ub529 \uae30\uc220(\uc5f4\uc555\ucc29, \uacf5\uc815\/\uc194\ub354, \uc811\ucc29\uc81c\/\ud3f4\ub9ac\uba38, \ucd08\uc74c\ud30c\/\uc5f4\uc74c\ud30c, \uc591\uadf9\/\uc735\ud569 \ubcf8\ub529), \uc6e8\uc774\ud37c \ud06c\uae30(200mm \uc774\ud558, 200-300mm, 300mm \ucd08\uacfc), \ucd5c\uc885 \uc0ac\uc6a9\uc790(IDM, \ud30c\uc6b4\ub4dc\ub9ac, OSAT) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \ubcf8\ub529 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2026\ub144 \uae30\uc900 5\uc5b5 9,647\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud3c9\uac00\ub418\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.84%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ud50c\ub7ab\ud3fc\uc740 \uc5f0\ud3c9\uade0 5.88%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc7a5\ube44 \uc720\ud615\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac15\ub825\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uc9c0\ucd9c\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 52.64%\ub97c \ucc28\uc9c0\ud558\uba70 \uc218\uc694\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f EV Group, ASMPT, Mycronic AB \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\uba70, \ud2b9\ud788 CHIPS Act \ubc0f EU \ud504\ub85c\uadf8\ub7a8\uacfc \uac19\uc740 \uc815\ubd80 \ubcf4\uc870\uae08\uc774 \uad6d\ub0b4 \ubcf8\ub529 \uc7a5\ube44 \uad6c\ub9e4\ub97c \uac00\uc18d\ud654\ud558\uc5ec \uc790\ubcf8 \uc704\ud5d8\uc744 \ub0ae\ucd94\ub294 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud55c\ub2e4\uace0 \uac15\uc870\ud569\ub2c8\ub2e4. \uac00\uc7a5 \ud070 \uae30\uc220\uc801 \uacfc\uc81c\ub294 10 \u00b5m \uc774\ud558\uc758 \uc815\ub82c \uacf5\ucc28\ub97c \ub2ec\uc131\ud558\ub294 \uac83\uc73c\ub85c, \uc774\ub294 \uacf5\uc815 \ubcf5\uc7a1\uc131\uacfc \uc7a5\ube44 \ube44\uc6a9 \uc99d\uac00\ub85c \uc774\uc5b4\uc9d1\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-37797","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\/37797"}],"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=37797"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/37797\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=37797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=37797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=37797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}