{"id":37818,"date":"2026-02-11T19:23:24","date_gmt":"2026-02-11T19:23:24","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/industrial-semiconductor-market-mordor\/"},"modified":"2026-09-11T18:36:43","modified_gmt":"2026-09-11T09:36:43","slug":"industrial-semiconductor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/industrial-semiconductor-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025\ub144 &#8211; 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/industrial-semiconductor-market-1754630956299-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\/industrial-semiconductor-market-size-image-1756363541204.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559 \uc218\uc694 \uc99d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uc911\uc7a5\ube44 \ubc0f \ucc28\ub7c9\uc758 \uc804\ub3d9\ud654<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \uc778\ub354\uc2a4\ud2b8\ub9ac 4.0 \uae30\ubc18 \uc13c\uc11c \ubc30\ud3ec \uc99d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc804\ub825 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \ud639\ub3c5\ud55c \ud658\uacbd\uc5d0\uc11c SiC\/GaN \uc804\ub825 IC \ucc44\ud0dd \uae09\uc99d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \uacf5\uc7a5 \uc5e3\uc9c0 \ub178\ub4dc\uc5d0\uc11c \uc628\ub514\ubc14\uc774\uc2a4 AI \ucd94\ub860\uc758 \ucd9c\ud604<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \uacf5\uae09\ub9dd \ucde8\uc57d\uc131 \ubc0f \uce69 \ubd80\uc871<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \ucca8\ub2e8 \ub178\ub4dc(7nm \ubbf8\ub9cc)\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \ub808\uac70\uc2dc \ub178\ub4dc \uc7ac\uc778\uc99d\uc5d0 \ub300\ud55c \uc0b0\uc5c5 OEM\uc758 \uaebc\ub9bc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \uc5f0\uacb0\ub41c \uc0b0\uc5c5 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc0ac\uc774\ubc84 \ubcf4\uc548 \ucc45\uc784<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uc0b0\uc5c5 \uacf5\uae09\ub9dd \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uc7a5\uce58 \uc720\ud615\ubcc4 (\uc7a5\uce58 \uc720\ud615\ubcc4 \ucd9c\ud558\ub7c9\uc740 \ubcf4\uc644\uc801\uc784)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \uac1c\ubcc4 \ubc18\ub3c4\uccb4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.1 \ub2e4\uc774\uc624\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.2 \ud2b8\ub79c\uc9c0\uc2a4\ud130<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.3 \uc804\ub825 \ud2b8\ub79c\uc9c0\uc2a4\ud130<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.4 \uc815\ub958\uae30 \ubc0f \uc0ac\uc774\ub9ac\uc2a4\ud130<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.5 \uae30\ud0c0 \uac1c\ubcc4 \uc7a5\uce58<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \uad11\uc804\uc790\uacf5\ud559<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.1 \ubc1c\uad11 \ub2e4\uc774\uc624\ub4dc (LED)<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.2 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.3 \uc774\ubbf8\uc9c0 \uc13c\uc11c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.4 \uad11\ucee4\ud50c\ub7ec<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.5 \uae30\ud0c0 \uc7a5\uce58 \uc720\ud615<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \uc13c\uc11c \ubc0f MEMS<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.1 \uc555\ub825<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.2 \uc790\uae30\uc7a5<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.3 \uc561\ucd94\uc5d0\uc774\ud130<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.4 \uac00\uc18d\ub3c4 \ubc0f \uc694\uc728<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.5 \uc628\ub3c4 \ubc0f \uae30\ud0c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \uc9d1\uc801 \ud68c\ub85c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.4.1 \uc9d1\uc801 \ud68c\ub85c \uc720\ud615\ubcc4<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.1.1 \uc544\ub0a0\ub85c\uadf8<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.1.2 \ub9c8\uc774\ud06c\ub85c<\/p>\n<\/li>\n<li class=\"toc-level-6\">\n          5.1.4.1.2.1 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c (MPU)<\/p>\n<\/li>\n<li class=\"toc-level-6\">\n          5.1.4.1.2.2 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec (MCU)<\/p>\n<\/li>\n<li class=\"toc-level-6\">\n          5.1.4.1.2.3 \ub514\uc9c0\ud138 \uc2e0\ud638 \ud504\ub85c\uc138\uc11c<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.1.3 \ub85c\uc9c1<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.1.4 \uba54\ubaa8\ub9ac<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.4.2 \uae30\uc220 \ub178\ub4dc\ubcc4 (\ucd9c\ud558\ub7c9 \ud574\ub2f9 \uc5c6\uc74c)<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.2.1 3nm \ubbf8\ub9cc<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.2.2 3nm<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.2.3 5nm<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.2.4 7nm<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.2.5 16nm<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.2.6 28nm<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.1.4.2.7 28nm<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc124\uacc4 \/ \ud339\ub9ac\uc2a4 \uacf5\uae09\uc5c5\uccb4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \uacf5\uc7a5 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \uc758\ub8cc \uc7a5\ube44<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.6 \uc0b0\uc5c5\uc6a9 IoT \uc7a5\uce58<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.7 \uae30\ud0c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.2 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.3 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.6 \ub7ec\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.3 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.4 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.5 \uc544\uc138\uc548-5<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.7 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.1 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.1.3 \ud280\ub974\ud0a4\uc608<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.2 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          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, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \uc544\ub0a0\ub85c\uadf8 \ub514\ubc14\uc774\uc2a4(Analog Devices, Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \uc778\ud53c\ub2c8\uc5b8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Infineon Technologies AG)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(STMicroelectronics N.V.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8(Texas Instruments Incorporated)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 NXP \ubc18\ub3c4\uccb4(NXP Semiconductors N.V.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \ub974\ub124\uc0ac\uc2a4 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(Renesas Electronics Corporation)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \uc628\uc138\ubbf8\ucee8\ub355\ud130(ON Semiconductor Corporation)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \ub9c8\uc774\ud06c\ub85c\uce69 \ud14c\ud06c\ub180\ub85c\uc9c0(Microchip Technology Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \ub86c(Rohm Co., Ltd.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \ube44\uc170\uc774 \uc778\ud130\ud14c\ud06c\ub180\ub85c\uc9c0(Vishay Intertechnology, Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \uc2a4\uce74\uc774\uc6cd\uc2a4 \uc194\ub8e8\uc158\uc988(Skyworks Solutions, Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \uc2e4\ub9ac\ucf58 \ub7a9\uc2a4(Silicon Laboratories Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \uc148\ud14d(Semtech Corporation)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \ud30c\uc6cc \uc778\ud14c\uadf8\ub808\uc774\uc158\uc2a4(Power Integrations, Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \ud154\ub808\ub2e4\uc778 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Teledyne Technologies Inc. (Teledyne e2v))<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \ub9ac\ud154\ud4e8\uc988(Littelfuse, Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \ub9e5\uc2ec \uc778\ud130\uadf8\ub808\uc774\ud2f0\ub4dc \ud504\ub85c\ub355\uce20(Maxim Integrated Products, Inc. (ADI))<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \uba5c\ub809\uc2dc\uc2a4(Melexis NV)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \uc54c\ub808\uadf8\ub85c \ub9c8\uc774\ud06c\ub85c\uc2dc\uc2a4\ud15c\uc988(Allegro MicroSystems, Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \ub2e4\uc774\uc624\ub4dc(Diodes Incorporated)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025-2030)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>\ubaa8\ub3c4 \uc778\ud154\ub9ac\uc804\uc2a4(Mordor Intelligence)\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2025\ub144 985\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 1,372\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 6.85%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uacf5\uc7a5 \uc790\ub3d9\ud654\uc5d0 \ub300\ud55c \ud22c\uc790 \ud655\ub300, \uc628\ub514\ubc14\uc774\uc2a4 AI \ucd94\ub860\uc758 \ube60\ub978 \ub3c4\uc785, \uadf8\ub9ac\uace0 \uc0dd\uc0b0 \ub2a5\ub825 \ud604\uc9c0\ud654\ub97c \uc704\ud55c \uac01\uad6d \uc815\ubd80\uc758 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \ubaa8\ub4e0 \uc9c0\uc5ed\uc5d0\uc11c \uace0\uc131\ub2a5 \ub85c\uc9c1, \uc804\ub825 \ubc0f \uc13c\uc2f1 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>2020\ub144 \uc774\ud6c4 \uc790\ub3d9\ud654\ub41c \uc0dd\uc0b0 \ub77c\uc778\ub2f9 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20\ub294 40% \uc99d\uac00\ud588\uc73c\uba70, \uc774\ub294 \uc608\uce21 \uc720\uc9c0\ubcf4\uc218, \uc2e4\uc2dc\uac04 \ucd5c\uc801\ud654, \uadf8\ub9ac\uace0 \uacf5\uc7a5 \uc5e3\uc9c0\uc5d0\uc11c 10\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc694\uad6c\ud558\ub294 \ubd84\uc0b0 \uc9c0\ub2a5 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \ud604\uc7ac \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \uac1c\uc120\ud558\ub294 SiC(\ud0c4\ud654\uaddc\uc18c) \ubc0f GaN(\uc9c8\ud654\uac08\ub968)\uacfc \uac19\uc740 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(wide-bandgap) \uc18c\uc7ac, \uadf8\ub9ac\uace0 \uc774\uc885 \ud1b5\ud569(heterogeneous integration)\uc744 \uac04\uc18c\ud654\ud558\ub294 \uc0c8\ub85c\uc6b4 \uce69\ub81b(chiplet) \uc544\ud0a4\ud14d\ucc98\uc5d0\uc11c \uc131\uc7a5 \uae30\ud68c\ub97c \ucc3e\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, CHIPS \ubc0f \uacfc\ud559\ubc95(CHIPS and Science Act)\uc758 527\uc5b5 \ub2ec\ub7ec \ud504\ub85c\uadf8\ub7a8\uacfc \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc5d0\uc11c \ubcfc \uc218 \uc788\ub4ef\uc774, \uc9c0\uc815\ud559\uc801 \uac10\uc2dc \uac15\ud654\ub294 \ub2e8\uc77c \uc2e4\ud328 \uc9c0\uc810 \uc704\ud5d8\uc744 \uc904\uc774\uba74\uc11c \uc911\ubcf5 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 \uc591\uadf9\ud654\ub41c \uacf5\uae09\ub9dd\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \ub3d9\ud5a5<\/p>\n<p>\uac00. \uc7a5\uce58 \uc720\ud615\ubcc4 \ubd84\uc11d<br \/>\n2024\ub144 \uae30\uc900, \uc9d1\uc801 \ud68c\ub85c(Integrated Circuits)\uac00 \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 55.21%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc13c\uc11c \ubc0f MEMS(\ubbf8\uc138\uc804\uc790\uae30\uacc4\uc2dc\uc2a4\ud15c) \ubd80\ubb38\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.67%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ub098. \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\ubcc4 \ubd84\uc11d<br \/>\n2024\ub144 \uae30\uc900, \uc885\ud569 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4(IDM: Integrated Device Manufacturer) \ubd80\ubb38\uc774 \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 54.00%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ub514\uc790\uc778 \ud558\uc6b0\uc2a4 \ubc0f \ud339\ub9ac\uc2a4(Fabless) \ubca4\ub354\ub294 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.21%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 \ubd84\uc11d<br \/>\n2024\ub144 \uae30\uc900, \uacf5\uc7a5 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559 \ubd80\ubb38\uc774 \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 32.00%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5\uc6a9 IoT(\uc0ac\ubb3c \uc778\ud130\ub137) \uc7a5\uce58 \ubd80\ubb38\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.94%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ucd5c\uc885 \uc0ac\uc6a9 \uadf8\ub8f9\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\ub77c. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<br \/>\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ub098\ud0c0\ub0ac\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 \ubc0f \uc601\ud5a5 \ubd84\uc11d<\/p>\n<p>\uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uac00. \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559 \uc218\uc694 \uc99d\uac00 (CAGR \uc601\ud5a5 +1.20%)<br \/>\n\ud611\ub3d9 \ub85c\ubd07\uc740 \uae30\uc874 \uad00\uc808\ud615 \ub85c\ubd07\ubcf4\ub2e4 3~5\ubc30 \ub354 \ub9ce\uc740 \uc13c\uc11c\uc640 \ucef4\ud4e8\ud305 \uc694\uc18c\ub97c \ud0d1\uc7ac\ud558\uc5ec \ubaa8\uc158 \uc81c\uc5b4, \uc548\uc804 \ubc0f \ube44\uc804 \uc11c\ube0c\uc2dc\uc2a4\ud15c \uc804\ubc18\uc5d0 \uac78\uccd0 \ubc18\ub3c4\uccb4 \ubd80\ud488 \ube44\uc6a9(BOM)\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc758 AI \uae30\ubc18 \uc0dd\uc0b0 \ub77c\uc778\uc740 \ub9e4\uc77c 10\ud14c\ub77c\ubc14\uc774\ud2b8 \uc774\uc0c1\uc758 \uc2dc\uac01 \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\ub294 \uacb0\ud568 \uac10\uc9c0 \uc2dc\uc2a4\ud15c\uc744 \ubc30\ud3ec\ud55c \ud6c4 \uc6e8\uc774\ud37c \uc218\uc728\uc744 30% \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. KUKA\uc758 \ucd5c\uc2e0 \ub85c\ubd07 \ubaa8\ub378\uc740 2020\ub144 23\uac1c\uc5d0\uc11c \ud604\uc7ac 47\uac1c\uc758 \uac1c\ubcc4 \ubc18\ub3c4\uccb4 \ubd80\ud488\uc744 \ud1b5\ud569\ud558\uc5ec \uc778\uac04-\uae30\uacc4 \ud611\uc5c5\uc758 \uae30\ub2a5\uc801 \uc694\uad6c \uc0ac\ud56d \ud655\ub300\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ucc3d\uace0\uc5d0\uc11c \uc778\uae30 \uc788\ub294 \uc790\uc728 \uc774\ub3d9 \ub85c\ubd07\uc740 \ucd5c\uc18c 5\ub144\uac04 \ubcf4\uc815 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud574\uc57c \ud558\ub294 MEMS \uc790\uc774\ub85c\uc2a4\ucf54\ud504\uc640 \ud568\uaed8 LiDAR \ud504\ub85c\uc138\uc11c\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. Lam Research\uc758 Dextro \uc2dc\uc2a4\ud15c\uc740 \uc5e3\uc9c0 \uae30\ubc18 AI \uce69\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc2e4\uc2dc\uac04 \ucd5c\uc801\ud654\ub97c \ucc98\ub9ac\ud568\uc73c\ub85c\uc368 \uc6e8\uc774\ud37c \ucc98\ub9ac \uc2dc\uac04\uc744 12% \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub098. \uc778\ub354\uc2a4\ud2b8\ub9ac 4.0 \uae30\ubc18 \uc13c\uc11c \ubc30\ud3ec \ud655\ub300 (CAGR \uc601\ud5a5 +1.10%)<br \/>\nEU \uaddc\uc815\uc740 500kW \uc774\uc0c1\uc758 \uc0b0\uc5c5 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc608\uce21 \uc720\uc9c0\ubcf4\uc218\ub97c \uc758\ubb34\ud654\ud558\uc5ec \uc9c0\uc18d\uc801\uc778 \uc0c1\ud0dc \ubaa8\ub2c8\ud130\ub9c1\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc800\uc804\ub825 \uc13c\uc11c IC\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. LoRaWAN \ubc0f 5G\ub97c \uc0ac\uc6a9\ud558\ub294 \ubc30\ud130\ub9ac \uad6c\ub3d9 \ubb34\uc120 \ub178\ub4dc\ub294 \ucd08\uc800\ub204\uc124 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec \ub355\ubd84\uc5d0 10\ub144\uc758 \uc11c\ube44\uc2a4 \uc218\uba85\uc744 \ub2ec\uc131\ud558\uc5ec \uc2dc\uc6b4\uc804 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. TDK\uc758 edgeRX Vision \ud50c\ub7ab\ud3fc\uc740 12\uac00\uc9c0 \uc13c\uc11c \uc720\ud615\uacfc \uc628\uce69 AI\ub97c \ud1b5\ud569\ud558\uc5ec \ud50c\ub79c\ud2b8 \ub300\uc5ed\ud3ed \uc694\uad6c \uc0ac\ud56d\uc744 85% \uc904\uc774\uba74\uc11c \uc751\ub2f5 \uc9c0\uc5f0 \uc2dc\uac04\uc744 1\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc73c\ub85c \uc720\uc9c0\ud569\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc5f0\uad6c\uc6d0\ub4e4\uc740 \uc140\ub8f0\ub7ec AI \uc5e3\uc9c0 \ud504\ub85c\uc138\uc2f1\uc774 \ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc758 \ubc18\uc751 \uc2dc\uac04\uc744 \uc81c\uacf5\ud558\uc5ec \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \ub8e8\ud504\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \ubc31\ud640\uc758 \ud544\uc694\uc131\uc744 \uc81c\uac70\ud560 \uc218 \uc788\uc74c\uc744 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uac04 \ubbfc\uac10\ud615 \ub124\ud2b8\uc6cc\ud0b9(Time-Sensitive Networking)\uacfc \uc0b0\uc5c5\uc6a9 \uc774\ub354\ub137\uc758 \uc735\ud569\uc740 \ub098\ub178\ucd08 \uc815\ubc00\ub3c4\ub85c \ub370\uc774\ud130\ub97c \ub3d9\uae30\ud654\ud558\ub294 \uc13c\uc11c \ud4e8\uc804 \ubc18\ub3c4\uccb4\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>\ub2e4. \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc804\ub825 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c (CAGR \uc601\ud5a5 +0.90%)<br \/>\n\ubbf8\uad6d \uc0c1\ubb34\ubd80\ub294 TSMC \uc560\ub9ac\uc870\ub098\uc5d0 AI \ubc0f \uc790\ub3d9\ucc28 \ub85c\uc9c1 \uce69 \uc0dd\uc0b0 \ud655\ub300\ub97c \uc704\ud574 \ucd5c\ub300 66\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud588\uc2b5\ub2c8\ub2e4. \uc544\ub0a0\ub85c\uadf8 \ub514\ubc14\uc774\uc2a4(Analog Devices)\ub294 \uc131\uc219 \ub178\ub4dc \uc544\ub0a0\ub85c\uadf8 \uc804\ub825 \uad00\ub9ac \uc0dd\uc0b0\ub7c9 \uc99d\ub300\ub97c \uc704\ud574 12\uc5b5 \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 \ud0c4\uc18c \ubc30\ucd9c\ub7c9\uc744 55% \uac10\ucd95\ud558\ub3c4\ub85d \uc758\ubb34\ud654\ud558\ub294 \uc720\ub7fd \uadf8\ub9b0 \ub51c(European Green Deal) \uc815\ucc45\uc740 \uc0b0\uc5c5 OEM\uc774 \uc2e4\ub9ac\ucf58 \ub300\ube44 92-95% \ud6a8\uc728\uc744 \ubcf4\uc774\ub294 SiC \ubc0f GaN \uc7a5\uce58\ub97c 98% \ud6a8\uc728\ub85c \ucc44\ud0dd\ud558\ub3c4\ub85d \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent)\ub294 SiC \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \ud655\ub300\ub97c \uc704\ud574 4,930\ub9cc \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uc5ec \uc6d0\uc790\uc7ac \uc81c\uc57d\uc744 \uc644\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 130\uc5b5 \ub2ec\ub7ec \uacbd\uc81c \uc548\ubcf4 \ud504\ub85c\uadf8\ub7a8\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uacf5\uc7a5 \uc790\ub3d9\ud654\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc804\ub825 \ubc18\ub3c4\uccb4\uc758 \uad6d\ub0b4 \uc0dd\uc0b0\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>\ub77c. \ud639\ub3c5\ud55c \ud658\uacbd\uc5d0\uc11c SiC \ubc0f GaN \uc804\ub825 IC \ucc44\ud0dd \uc99d\uac00 (CAGR \uc601\ud5a5 +1.30%)<br \/>\nSiC \ubaa8\ub4c8\uc740 \u201340\u00b0C\uc5d0\uc11c +200\u00b0C\uc5d0 \uc774\ub974\ub294 \uc628\ub3c4 \ubc94\uc704\uc5d0\uc11c \uc131\ub2a5\uc744 \uc720\uc9c0\ud558\uba70, \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c\uc5d0\uc11c 15-20%\uc758 \uc5d0\ub108\uc9c0 \uc808\uac10 \ud6a8\uacfc\uc640 \ub0c9\uac01 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc808\ubc18\uc73c\ub85c \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8(Infineon)\uc740 \uc911\uc7a5\ube44 \uc804\ub825\ud654 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 2030\ub144\uae4c\uc9c0 SiC \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 50\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \ud56d\uacf5\uc6b0\uc8fc \ubd80\ubb38\uc758 GaN \uc778\uc99d\uc740 \uad70\uc6a9 \ub4f1\uae09 \ubd80\ud488\uc774 \uc774\ubbf8 \uc5c4\uaca9\ud55c \ub0b4\uad6c\uc131 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ubbc0\ub85c \uc0b0\uc5c5\uc6a9 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4. \uc6b8\ud504\uc2a4\ud53c\ub4dc(Wolfspeed)\uc758 \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098 65\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc2dc\uc124\uc740 3-5\ubc30 \ub354 \ub192\uc740 \uc804\ub825 \ubc00\ub3c4\uac00 \ud3fc \ud329\ud130 \ubc0f \uc124\uce58 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc628\uc138\ubbf8\ucee8\ub355\ud130(ON Semiconductor)\uc758 \ud050\ubcf4(Qorvo) SiC JFET \ub77c\uc778 1\uc5b5 1,500\ub9cc \ub2ec\ub7ec \uc778\uc218\ub294 \uc0ac\uc774\ud2b8\ub2f9 \uc218\ubc31\ub9cc \ub2ec\ub7ec\uc758 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>\ub9c8. \uae30\ud0c0 \uc8fc\uc694 \ub3d9\uc778<br \/>\n*   \uc911\uc7a5\ube44 \ubc0f \ucc28\ub7c9\uc758 \uc804\ub825\ud654 (CAGR \uc601\ud5a5 +0.80%, \ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc911\uc2ec, \uc7a5\uae30\uc801 \uc601\ud5a5)<br \/>\n*   \uacf5\uc7a5 \uc5e3\uc9c0 \ub178\ub4dc\uc5d0\uc11c \uc628\ub514\ubc14\uc774\uc2a4 AI \ucd94\ub860\uc758 \ucd9c\ud604 (CAGR \uc601\ud5a5 +0.60%, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc911\uc2ec, \ub2e8\uae30\uc801 \uc601\ud5a5)<\/p>\n<p># 4. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 \ubc0f \uc601\ud5a5 \ubd84\uc11d<\/p>\n<p>\uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uac00. \uacf5\uae09\ub9dd \ucde8\uc57d\uc131 \ubc0f \uce69 \ubd80\uc871 (CAGR \uc601\ud5a5 -0.70%)<br \/>\n\uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc81c\uc870 \ubd80\ubb38\uc5d0\uc11c \uc2ec\uac01\ud55c \uc601\ud5a5\uc744 \ubbf8\uce58\uba70 \ub2e8\uae30\uc801\uc778 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub098. \ucca8\ub2e8 \ub178\ub4dc\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c<br \/>\n(\uc0c1\uc138 \ub0b4\uc6a9\uc740 \uc81c\uacf5\ub418\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4.)<\/p>\n<p># 5. \uacb0\ub860<\/p>\n<p>\uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \uacf5\uc7a5 \uc790\ub3d9\ud654, AI \uae30\uc220 \ud1b5\ud569, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc99d\ub300 \uc694\uad6c, \uadf8\ub9ac\uace0 \uc815\ubd80\uc758 \uc804\ub7b5\uc801 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \uc774\ub8f0 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc774\uba70, SiC \ubc0f GaN\uacfc \uac19\uc740 \uc2e0\uc18c\uc7ac\uc640 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\uac00 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud560 \uac83\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uacf5\uae09\ub9dd\uc758 \ucde8\uc57d\uc131\uacfc \ucca8\ub2e8 \uae30\uc220 \uac1c\ubc1c\uc744 \uc704\ud55c \ub192\uc740 \ud22c\uc790 \ube44\uc6a9\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc788\uc5b4 \uc911\uc694\ud55c \ub3c4\uc804 \uacfc\uc81c\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \uc774\ub7ec\ud55c \ub3d9\uc778\uacfc \uc81c\uc57d \uc694\uc778\uc744 \uba74\ubc00\ud788 \ubd84\uc11d\ud558\uc5ec \uc804\ub7b5\uc744 \uc218\ub9bd\ud574\uc57c \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uc815\uc758 \ubc0f \ubc94\uc704, \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \ud658\uacbd, \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \uad6c\ub3c4, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2025\ub144 985\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 1,372\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.85%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud604\uc7ac \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc911\uad6d, \ud55c\uad6d, \ub300\ub9cc, \uc77c\ubcf8\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 34.26%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc13c\uc11c \ubc0f MEMS \ubd80\ubb38\uc740 \uc778\ub354\uc2a4\ud2b8\ub9ac 4.0\uc758 \uc608\uce21 \uc720\uc9c0\ubcf4\uc218 \uc694\uad6c\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 9.67%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559 \uc218\uc694 \uc99d\uac00, \uc911\uc7a5\ube44 \ubc0f \ucc28\ub7c9\uc758 \uc804\ub3d9\ud654, \uc778\ub354\uc2a4\ud2b8\ub9ac 4.0 \uae30\ubc18 \uc13c\uc11c \ubc30\ud3ec \ud655\ub300, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc804\ub825 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c, \ud639\ub3c5\ud55c \ud658\uacbd\uc5d0\uc11c\uc758 SiC\/GaN \uc804\ub825 IC \ucc44\ud0dd \uae09\uc99d, \uadf8\ub9ac\uace0 \uacf5\uc7a5 \uc5e3\uc9c0 \ub178\ub4dc\uc5d0\uc11c\uc758 \uc628\ub514\ubc14\uc774\uc2a4 AI \ucd94\ub860\uc758 \ubd80\uc0c1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 SiC \ubc0f GaN \uc18c\uc7ac\ub294 15-20%\uc758 \uc5d0\ub108\uc9c0 \uc808\uac10 \ud6a8\uacfc\uc640 \ucd5c\ub300 200\u00b0C\uc758 \uace0\uc628 \ub0b4\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \ud639\ub3c5\ud55c \uc0b0\uc5c5 \ud658\uacbd\uc5d0 \uc774\uc0c1\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 \ubc0f \uc704\ud5d8:<br \/>\n\ubc18\uba74, \uacf5\uae09\ub9dd \ucde8\uc57d\uc131 \ubc0f \uce69 \ubd80\uc871 \ud604\uc0c1, 7nm \ubbf8\ub9cc \ucca8\ub2e8 \ub178\ub4dc\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c, \ub808\uac70\uc2dc \ub178\ub4dc \uc7ac\uc778\uc99d\uc5d0 \ub300\ud55c \uc0b0\uc5c5 OEM\uc758 \uc18c\uadf9\uc801\uc778 \ud0dc\ub3c4, \uc5f0\uacb0\ub41c \uc0b0\uc5c5 \uc7a5\uce58\uc758 \uc0ac\uc774\ubc84 \ubcf4\uc548 \ucc45\uc784 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \uacf5\uae09\ub9dd \uce21\uba74\uc5d0\uc11c\ub294 Spruce Pine \uc11d\uc601\uacfc \uac19\uc740 \ub2e8\uc77c \uacf5\uae09\uc6d0 \uc7ac\ub8cc\uc5d0 \ub300\ud55c \uc758\uc874\uc131 \ubc0f \ub300\ub9cc\uc5d0 \uc9d1\uc911\ub41c 10nm \ubbf8\ub9cc \uc0dd\uc0b0\uc774 \uc9c0\uc18d\uc801\uc778 \ucde8\uc57d\uc810\uc73c\ub85c \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc815\ubd80 \uc815\ucc45\uc758 \uc601\ud5a5:<br \/>\n\ubbf8\uad6d CHIPS \ubc0f \uacfc\ud559\ubc95, \uc720\ub7fd \uce69\uc2a4\ubc95\uacfc \uac19\uc740 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\ub294 1,000\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \uc2e0\uaddc \ud339\uc5d0 \ud22c\uc790\ud558\uc5ec \uc9c0\uc5ed\ubcc4 \uacf5\uae09 \ud0c4\ub825\uc131\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub514\ubc14\uc774\uc2a4 \uc720\ud615(\uac1c\ubcc4 \ubc18\ub3c4\uccb4, \uad11\uc804\uc790\uacf5\ud559, \uc13c\uc11c \ubc0f MEMS, \uc9d1\uc801 \ud68c\ub85c &#8211; \uc544\ub0a0\ub85c\uadf8, \ub9c8\uc774\ud06c\ub85c, \ub85c\uc9c1, \uba54\ubaa8\ub9ac \ubc0f 3nm \ubbf8\ub9cc, 3nm, 5nm, 7nm, 16nm, 28nm \ub4f1 \ub2e4\uc591\ud55c \uae30\uc220 \ub178\ub4dc \ud3ec\ud568), \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378(IDM, \uc124\uacc4\/\ud339\ub9ac\uc2a4 \ubca4\ub354), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uacf5\uc7a5 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \ud56d\uacf5 \uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc758\ub8cc \uc7a5\ube44, \uc0b0\uc5c5\uc6a9 IoT \uc7a5\uce58 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uacbd\uc7c1 \uad6c\ub3c4 \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\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. Analog Devices, Infineon Technologies, STMicroelectronics, Texas Instruments, NXP Semiconductors, Renesas Electronics \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc774 \uc81c\uacf5\ub418\uc5b4 \uc2dc\uc7a5 \ub0b4 \uacbd\uc7c1 \uc5ed\ud559\uc744 \uc774\ud574\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc744 \ud3c9\uac00\ud558\uc5ec \ubbf8\ub798 \uc131\uc7a5 \uae30\ud68c\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-37818","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\/37818"}],"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=37818"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/37818\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=37818"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=37818"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=37818"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}