{"id":37872,"date":"2026-02-11T19:58:49","date_gmt":"2026-02-11T19:58:49","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-lead-frame-market-mordor\/"},"modified":"2026-09-11T05:38:29","modified_gmt":"2026-09-10T20:38:29","slug":"semiconductor-lead-frame-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-lead-frame-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \ub9ac\ub4dc\ud504\ub808\uc784 \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-lead-frame-market-1750846441470-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\/semiconductor-lead-frame-market-size-image-1768492647686.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 \uac00\uc804\uc81c\ud488 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 EV \ubc0f xEV \uc804\ub825 \uc804\uc790 \uc7a5\uce58 \ud638\ud669<\/li>\n<li class=\"toc-level-3\">4.2.3 QFN\/QFP\uac00 \ud544\uc694\ud55c 5G\/AI \uc5e3\uc9c0 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.2.5 SiC\/GaN \ubaa8\ub4c8\uc740 Cu \ub9ac\ub4dc \ud504\ub808\uc784 \uc120\ud638<\/li>\n<li class=\"toc-level-3\">4.2.6 CHIPS \ubc95\uc548\uc5d0 \ub530\ub978 \uad6d\ub0b4 \ud328\ud0a4\uc9d5 CAPEX<\/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 CAPEX \uc9d1\uc911\ub3c4 \ubc0f \uc0dd\uc0b0 \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \uad6c\ub9ac \ubc0f \uc740 \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc720\ub9ac\/\uc720\uae30 \uc778\ud130\ud3ec\uc800\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.3.4 \uac15\ud654\ub41c \ub3c4\uae08 \ud654\ud559 \ubb3c\uc9c8 \uaddc\uc81c<\/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 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\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 \ud22c\uc790 \ud658\uacbd (CAPEX \ubc0f M&amp;A)<\/li>\n<li class=\"toc-level-2\">4.9 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\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 \ud328\ud0a4\uc9d5 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 DIP (\ub4c0\uc5bc \uc778\ub77c\uc778 \ud328\ud0a4\uc9c0)<\/li>\n<li class=\"toc-level-3\">5.1.2 SOP (\uc18c\ud615 \uc678\uacfd \ud328\ud0a4\uc9c0)<\/li>\n<li class=\"toc-level-3\">5.1.3 SOT (\uc18c\ud615 \uc678\uacfd \ud2b8\ub79c\uc9c0\uc2a4\ud130)<\/li>\n<li class=\"toc-level-3\">5.1.4 QFP (\ucffc\ub4dc \ud50c\ub7ab \ud329)<\/li>\n<li class=\"toc-level-3\">5.1.5 DFN (\ub4c0\uc5bc \ud50c\ub7ab \ubb34\uc5f0)<\/li>\n<li class=\"toc-level-3\">5.1.6 QFN (\ucffc\ub4dc \ud50c\ub7ab \ubb34\uc5f0)<\/li>\n<li class=\"toc-level-3\">5.1.7 FC \ubc0f TO \ud328\ud0a4\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc81c\uc870 \uacf5\uc815\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2a4\ud0ec\ud551 \ub9ac\ub4dc \ud504\ub808\uc784<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc5d0\uce6d \ub9ac\ub4dc \ud504\ub808\uc784<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub2e4\uce35 \/ \ubcf5\ud569<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc9d1\uc801 \ud68c\ub85c<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac1c\ubcc4 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc804\ub825 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.3.4 MEMS \ubc0f \uc13c\uc11c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc0b0\uc5c5 \uc218\uc9c1\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \ubc0f \uc0c1\uc5c5\uc6a9 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.6 \uc758\ub8cc \uae30\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 GCC<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \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 \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Mitsubishi Materials Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Amkor Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 SHINKO ELECTRIC INDUSTRIES CO., LTD.<\/li>\n<li class=\"toc-level-3\">6.4.4 Precision Micro Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Maxell, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 ROHM MECHATECH<\/li>\n<li class=\"toc-level-3\">6.4.7 Technic Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 SDI Group, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Dai Nippon Printing Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Sun Industry Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 ECE<\/li>\n<li class=\"toc-level-3\">6.4.12 Mitsui High-tec, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 ASM Pacific Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Chang Wah Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Resonac Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Jentech Precision Industrial<\/li>\n<li class=\"toc-level-3\">6.4.17 Nippon Micro Metal Corp.<\/li>\n<li class=\"toc-level-3\">6.4.18 Hitek Fine Metal Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 SDI Malaysia<\/li>\n<li class=\"toc-level-3\">6.4.20 Possehl Electronics<\/li>\n<li class=\"toc-level-3\">6.4.21 Jiangsu Hengxin Technology<\/li>\n<li class=\"toc-level-3\">6.4.22 Haesung DS Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.23 Carsem (M) Sdn Bhd<\/li>\n<li class=\"toc-level-3\">6.4.24 Ningbo Kangqiang<\/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 \ub9ac\ub4dc\ud504\ub808\uc784 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031\ub144)<\/p>\n<p>\ubaa8\ub974\ub3c4\ub974 \uc778\ud154\ub9ac\uc804\uc2a4(Mordor Intelligence)\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ubc18\ub3c4\uccb4 \ub9ac\ub4dc\ud504\ub808\uc784 \uc2dc\uc7a5\uc740 2025\ub144 34\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2026\ub144 35\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec, 2031\ub144\uc5d0\ub294 45\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.12%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \uc694\uc57d:<br \/>\n*   \uc5f0\uad6c \uae30\uac04: 2020 &#8211; 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 35\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 45\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031\ub144): 5.12% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: Mitsui High-tec, Inc., SHINKO ELECTRIC INDUSTRIES CO., LTD., ASM Pacific Technology Ltd., Chang Wah Technology Co., Ltd., Amkor Technology Inc.<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5:<\/p>\n<p>\ubc18\ub3c4\uccb4 \ub9ac\ub4dc\ud504\ub808\uc784 \uc2dc\uc7a5\uc740 \uc790\ub3d9\ucc28 \uc804\uc7a5, 5G \uc778\ud504\ub77c, AI \uae30\ubc18 \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4 \ub4f1 \uace0\uc18d \uc2e0\ud638\ub97c \uc9c0\uc6d0\ud558\uba74\uc11c\ub3c4 \ud6a8\uacfc\uc801\uc778 \ubc29\uc5f4\uc774 \uac00\ub2a5\ud55c \uc18c\ud615 \ud328\ud0a4\uc9c0\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub85c \uc131\uc7a5\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ud615\ud654 \ucd94\uc138\ub294 QFN(Quad Flat No-Lead) \ubc0f DFN(Dual Flat No-Lead) \ud328\ud0a4\uc9c0\uc758 \ub2e8\uc704 \ubb3c\ub7c9 \uc99d\uac00\ub85c \uc774\uc5b4\uc84c\uc73c\uba70, \uc804\uae30\ucc28(EV)\uc758 \uc804\ub825 \uc804\uc790 \ucc44\ud0dd\uc740 \ub354 \ub192\uc740 \uc5f4 \ubd80\ud558\ub97c \uacac\ub51c \uc218 \uc788\ub294 \uad6c\ub9ac \uae30\ubc18 \ud504\ub808\uc784\uc5d0 \ub300\ud55c \uc0ac\uc591\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. \ub610\ud55c, CHIPS Act\uc640 \uac19\uc740 \uc815\ucc45\uc73c\ub85c \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc5d0\uc11c \uacf5\uae09\ub9dd \uc9c0\uc5ed\ud654\uac00 \uac00\uc18d\ud654\ub418\uba74\uc11c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc758 \uae30\uc874 \uc0dd\uc0b0 \ud5c8\ube0c\ub97c \ubcf4\uc644\ud558\ub294 \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ud655\ucda9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, \uad6c\ub9ac \ubc0f \uc740 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc5d0 \ub300\uc751\ud558\uace0 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ubc0f \uc9c8\ud654\uac08\ub968(GaN) \uae30\uc220\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ubcf5\ud569 \ubc0f \ub2e4\uce35 \uad6c\uc870\uac00 \uc7ac\ub8cc \ud601\uc2e0\uc744 \ud1b5\ud574 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud575\uc2ec \ubcf4\uace0\uc11c \uc694\uc57d:<\/p>\n<p>*   \ud328\ud0a4\uc9d5 \uc720\ud615\ubcc4: 2025\ub144 QFN\uc774 \ubc18\ub3c4\uccb4 \ub9ac\ub4dc\ud504\ub808\uc784 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 31.65%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc73c\uba70, DFN\uc740 2031\ub144\uae4c\uc9c0 8.45%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc81c\uc870 \uacf5\uc815\ubcc4: 2025\ub144 \uc2a4\ud0ec\ud551\uc774 62.75%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc73c\ub098, \ub2e4\uce35\/\ubcf5\ud569 \ud504\ub808\uc784\uc740 2031\ub144\uae4c\uc9c0 9.05%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2025\ub144 \uc9d1\uc801 \ud68c\ub85c\uac00 \ubc18\ub3c4\uccb4 \ub9ac\ub4dc\ud504\ub808\uc784 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 71.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc804\ub825 \ubaa8\ub4c8\uc740 2031\ub144\uae4c\uc9c0 9.35%\uc758 CAGR\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0b0\uc5c5 \ubd84\uc57c\ubcc4: 2025\ub144 \uac00\uc804\uc81c\ud488\uc774 \ubc18\ub3c4\uccb4 \ub9ac\ub4dc\ud504\ub808\uc784 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 45.05%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubd84\uc57c\ub294 2026-2031\ub144 \ub3d9\uc548 11.1%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc774 41.10%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 8.75%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ub9ac\ub4dc\ud504\ub808\uc784 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30:<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>*   \uac00\uc804\uc81c\ud488 \uc218\uc694 \uae09\uc99d: 2024\ub144 \ubc0f 2025\ub144 \ucd08 \uc2a4\ub9c8\ud2b8\ud3f0, \uc6e8\uc5b4\ub7ec\ube14, \uac8c\uc784 \uae30\uae30 \ucd9c\ud558\ub7c9 \uae09\uc99d\uc740 \uc81c\ud488 \uac1c\ubc1c \uc8fc\uae30\ub97c \ub2e8\ucd95\uc2dc\ud0a4\uace0, \uc124\uacc4\uc790\ub4e4\uc774 \uc5f4 \uacbd\ub85c\ub97c \uac1c\uc120\ud558\uba74\uc11c\ub3c4 \uacf5\uac04\uc744 \uc808\uc57d\ud558\ub294 \uc2ac\ub9bc\ud615 QFN \uc544\uc6c3\ub77c\uc778\uc744 \uc120\ud638\ud558\uac8c \ub9cc\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ubc14\uc77c \uae30\uae30 \ub0b4 \ubd80\ud488 \ubc00\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   EV \ubc0f xEV \uc804\ub825 \uc804\uc790 \uc2dc\uc7a5 \ud638\ud669: \uc804\uae30\ucc28 \uc0dd\uc0b0\uc774 \uae09\uc99d\ud558\uace0 \ud2b8\ub799\uc158 \uc778\ubc84\ud130\uac00 400V\uc5d0\uc11c 800V \uc544\ud0a4\ud14d\ucc98\ub85c \uc804\ud658\ub418\uba74\uc11c, \ud5a5\uc0c1\ub41c \uc5f4 \uc804\ub3c4\uc131\uacfc \ud53c\ub85c \uac15\ub3c4\ub97c \uac00\uc9c4 \uad6c\ub9ac \ud569\uae08 \ub9ac\ub4dc\ud504\ub808\uc784\uc758 \ud544\uc694\uc131\uc774 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. SiC \ubaa8\ub4c8\uacfc \uac19\uc740 \uace0\uc131\ub2a5 \ubd80\ud488\uc740 \ucd5c\uc801\ud654\ub41c \ubc29\uc5f4 \uc194\ub8e8\uc158\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \ubcf5\ud569 \ud504\ub808\uc784\uc758 \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud558\uace0 \uc7a5\uae30\uc801\uc778 \uc8fc\ubb38\uc744 \ud655\ubcf4\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5G\/AI \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4\uc758 QFN\/QFP \uc218\uc694: 5\uc138\ub300 \ubb34\uc120 \uc7a5\uce58 \ubc0f \uc628\ub514\ubc14\uc774\uc2a4 AI \uac00\uc18d\uae30\ub294 10GHz \uc774\uc0c1\uc758 \uc2e0\ud638 \ubb34\uacb0\uc131\uc744 \uc720\uc9c0\ud558\ub294 \uba40\ud2f0\uce69 \ud328\ud0a4\uc9c0\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\ub294 \uc815\ubc00 \uc5d0\uce6d\ub41c \ub9ac\ub4dc\ud504\ub808\uc784\uc744 \ud1b5\ud574 \uc784\ud53c\ub358\uc2a4 \ubd88\uc77c\uce58\ub97c \ucd5c\uc18c\ud654\ud558\uba70, \ubb34\uc0b0\uc18c \uace0\uc804\ub3c4\uc131(OFHC) \uad6c\ub9ac \ub4f1 \uc2e0\uc18c\uc7ac \ubc0f \uc815\uc81c\ub41c \ud45c\uba74 \ub9c8\uac10 \uae30\uc220\uc758 \ub3c4\uc785\uc73c\ub85c \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \uc0c1\uc2b9\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300: \uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ubca0\ud2b8\ub0a8, \ub9d0\ub808\uc774\uc2dc\uc544 \ub4f1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud22c\uc790\ub294 \uc9c0\uc5ed \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 \uc790\ub3d9\ucc28 \ubc0f 5G \uc81c\ud488\uc744 \uc704\ud55c \ud2b9\ud654\ub41c \uc0dd\uc0b0 \ub77c\uc778\uc744 \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc9c0\uc5ed\uc758 \uc911\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uac15\ud654\ud558\uba74\uc11c\ub3c4 \uc0dd\uc0b0 \ub178\ub4dc\ub97c \ub2e4\ubcc0\ud654\ud558\uc5ec \ub2e8\uc77c \uad6d\uac00 \uc758\uc874\ub3c4\ub97c \uc904\uc774\ub294 \ud6a8\uacfc\ub97c \uac00\uc838\uc654\uc2b5\ub2c8\ub2e4.<br \/>\n*   SiC\/GaN \ubaa8\ub4c8\uc758 \uad6c\ub9ac \ub9ac\ub4dc\ud504\ub808\uc784 \uc120\ud638: \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ubc0f \uc9c8\ud654\uac08\ub968(GaN) \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uace0\uc804\ub825 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uad6c\ub9ac \uae30\ubc18 \ub9ac\ub4dc\ud504\ub808\uc784\uc758 \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   CHIPS Act\uc5d0 \ub530\ub978 \uad6d\ub0b4 \ud328\ud0a4\uc9d5 CAPEX: CHIPS Act\ub294 \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc5d0\uc11c \uc81c\uc870 \ub2a5\ub825 \ud655\ucda9\uc744 \uc720\ub3c4\ud558\uba70, \uc774\uc885 \ud1b5\ud569 \ub85c\ub4dc\ub9f5\uc5d0 \ubd80\ud569\ud558\ub294 \uad6d\ub0b4 \uc870\ub2ec \ub9ac\ub4dc\ud504\ub808\uc784\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \ubc0f \uc0dd\uc0b0 \ubcd1\ubaa9 \ud604\uc0c1: \ubbf8\uc138 \ud53c\uce58 \uae30\ub2a5\uc744 \uac16\ucd98 \ud134\ud0a4 \uc2a4\ud0ec\ud551 \ub77c\uc778 \uad6c\ucd95 \ube44\uc6a9\uc774 3\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uace0 \ud234\ub9c1 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uba74\uc11c \uc18c\uaddc\ubaa8 \uacf5\uae09\uc5c5\uccb4\ub294 \uc720\ub3d9\uc131 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub192\uc740 \uc790\ub3d9\ud654 \uc218\uc900\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc0dd\uc0b0 ramp-up \uae30\uac04\uc774 \uae38\uc5b4\uc9c0\uace0, \uc774\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uad6c\ub9ac \ubc0f \uc740 \uac00\uaca9 \ubcc0\ub3d9\uc131: \uad6c\ub9ac \uac00\uaca9\uc758 \ub192\uc740 \ubcc0\ub3d9\uc131\uc740 \ub9ac\ub4dc\ud504\ub808\uc784 \uacf5\uae09\uc5c5\uccb4\uc758 \ub9c8\uc9c4 \uc555\ubc15\uc744 \uac00\uc911\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5e4\uc9d5, \uc2a4\ud06c\ub7a9 \uae30\ubc18 \uc7ac\ud65c\uc6a9, \uc21c\uc218 \uad6c\ub9ac \ud568\ub7c9\uc744 \uc904\uc778 \ubcf5\ud569 \uc7ac\ub8cc\ub85c\uc758 \uc804\ud658\uc774 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub9ac\/\uc720\uae30 \uc778\ud130\ud3ec\uc800\ub85c\uc758 \uc804\ud658: \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubd84\uc57c\uc5d0\uc11c \uc720\ub9ac \ub610\ub294 \uc720\uae30 \uc778\ud130\ud3ec\uc800\ub85c\uc758 \uc804\ud658\uc740 \uc7a5\uae30\uc801\uc73c\ub85c \ub9ac\ub4dc\ud504\ub808\uc784\uc758 \uc77c\ubd80 \uc5ed\ud560\uc744 \ub300\uccb4\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub3c4\uae08 \ud654\ud559 \ubb3c\uc9c8 \uaddc\uc81c \uac15\ud654: \uc720\ub7fd \ubc0f \ubd81\ubbf8\ub97c \uc911\uc2ec\uc73c\ub85c \ub3c4\uae08 \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c, \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc73c\ub85c\ub3c4 \uc810\ucc28 \ud655\uc0b0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uaddc\uc81c \uc900\uc218 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf1c \uc218\uc775\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d:<\/p>\n<p>*   \ud328\ud0a4\uc9d5 \uc720\ud615\ubcc4: QFN\uc740 \uc81c\ud55c\ub41c \ubcf4\ub4dc \uba74\uc801\uc5d0\uc11c \uc5f4 \ud6a8\uc728\uc131\uc73c\ub85c \uc778\ud574 \uc120\ud638\ub418\uba70, DFN\uc740 \uc6e8\uc5b4\ub7ec\ube14 \ubc0f \uc18c\ud615 IoT \uae30\uae30\uc5d0 \uc801\ud569\ud55c \ub354 \uc587\uc740 \ud504\ub85c\ud30c\uc77c\uc744 \uc81c\uacf5\ud558\uba70 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. DIP \ubc0f SOP\ub294 \ub808\uac70\uc2dc \ub610\ub294 \uc0b0\uc5c5 \uc2dc\uc7a5\uc73c\ub85c \uc810\ucc28 \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\uc870 \uacf5\uc815\ubcc4: \uc2a4\ud0ec\ud551\uc740 \uace0\uc18d \ud504\ub808\uc2a4\uc640 \ubaa8\ub4c8\uc2dd \ub2e4\uc774 \uc138\ud2b8\ub97c \ud1b5\ud574 \ub192\uc740 \uc0dd\uc0b0 \ud6a8\uc728\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uad6c\ub9ac \ucf54\uc5b4\uc640 \ubab0\ub9ac\ube0c\ub374 \ub610\ub294 \uc54c\ub8e8\ubbf8\ub284\uc744 \uacb0\ud569\ud55c \ub2e4\uce35 \ubcf5\ud569 \ud504\ub808\uc784\uc740 EV \uc778\ubc84\ud130\uc640 \uac19\uc740 \uace0\uc5f4 \ubd80\ud558 \ud658\uacbd\uc5d0 \ub300\uc751\ud558\uba70 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc5d0\uce6d\uc740 5G \ube54\ud3ec\uba38 \ubc0f \uad11\ud559 \ubaa8\ub4c8\uacfc \uac19\uc740 \uc18c\ub7c9 \uace0\uc815\ubc00 \ud68c\ub85c\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc9d1\uc801 \ud68c\ub85c\ub294 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec, \uc544\ub0a0\ub85c\uadf8 \ud504\ub7f0\ud2b8 \uc5d4\ub4dc, \uc5f0\uacb0 \uce69 \ub4f1 \uad11\ubc94\uc704\ud55c \ubd84\uc57c\uc5d0\uc11c \ub192\uc740 \ucd9c\ud558\ub7c9\uc744 \uae30\ub85d\ud558\uba70 \uc2dc\uc7a5\uc758 \uc548\uc815\uc801\uc778 \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc804\ub825 \ubaa8\ub4c8\uc740 SiC \uc7a5\uce58\uc758 \ucc44\ud0dd \uc99d\uac00\ub85c \uc778\ud574 \ub0ae\uc740 \uc5f4 \uc800\ud56d\uacfc \ub192\uc740 \uc5f0\uba74 \uac70\ub9ac\ub97c \uac00\uc9c4 \ub9ac\ub4dc\ud504\ub808\uc784 \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. MEMS \ubc0f \uc13c\uc11c \uc5b4\uc148\ube14\ub9ac\ub294 \uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac \ubc0f \uc758\ub8cc \uc6e8\uc5b4\ub7ec\ube14 \ubd84\uc57c\uc5d0\uc11c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0b0\uc5c5 \ubd84\uc57c\ubcc4: \uac00\uc804\uc81c\ud488\uc740 \ud578\ub4dc\uc14b, \uc99d\uac15 \ud604\uc2e4 \ud5e4\ub4dc\uc14b, \ud648 \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \ud070 \ub9e4\ucd9c \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc804\uc7a5 \ubd84\uc57c\ub294 AEC-Q100 \uc778\uc99d \ubc0f \ubb34\uacb0\uc810 \ubaa9\ud45c\ub97c \uc704\ud55c \uc5c4\uaca9\ud55c \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc774\uba70 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP)\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ud1b5\uc2e0 \uc778\ud504\ub77c\ub3c4 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uae00\ub85c\ubc8c \ub9e4\ucd9c\uc758 41.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 8.75%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc2a4\ud0ec\ud551 \ud504\ub808\uc784 \ucd9c\ud558\ub7c9\uc774 \ub9ce\uace0, \uc77c\ubcf8\uc740 \uc6b4\uc804\uc790 \uc9c0\uc6d0 \uc2dc\uc2a4\ud15c\uc6a9 \uace0\uc8fc\ud30c \ubaa8\ub4c8\uc744 \uacf5\uae09\ud558\ub294 \uc815\ubc00 \uc5d0\uce6d \uc804\ubb38 \uae30\uc5c5\ub4e4\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uacfc \ub9d0\ub808\uc774\uc2dc\uc544\uc5d0\uc11c\ub294 SiC \uc804\ub825 \ud558\uc774\ube0c\ub9ac\ub4dc\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud55c \ub3c4\uae08 \ub77c\uc778 \ud22c\uc790\uac00 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act\uc5d0 \ud798\uc785\uc5b4 \uc81c\uc870 \ud655\uc7a5 \ubc0f R&#038;D\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \ud65c\ubc1c\ud558\uba70, 2032\ub144\uae4c\uc9c0 \ud339 \uc0dd\uc0b0 \ub2a5\ub825\uc774 203% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc774\uc885 \ud1b5\ud569 \ub85c\ub4dc\ub9f5\uc5d0 \ubd80\ud569\ud558\ub294 \uad6d\ub0b4 \uc870\ub2ec \ud504\ub808\uc784\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: Euro 430\uc5b5(\ubbf8\ud654 499\uc5b5 \ub2ec\ub7ec) \uaddc\ubaa8\uc758 European Chips Act\ub97c \ud1b5\ud574 2030\ub144\uae4c\uc9c0 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\ub7c9\uc758 20%\ub97c \ubaa9\ud45c\ub85c \ud558\uba70, \uace0\uc2e0\ub8b0\uc131 \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ub300\uc751\ud558\uc5ec \ud0c4\uc18c \uc800\uac10 \ubaa9\ud45c\uc5d0 \ubd80\ud569\ud558\ub294 \uc7ac\ud65c\uc6a9 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<\/p>\n<p>\uc0c1\uc704 10\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 2024\ub144 \uae00\ub85c\ubc8c \ucd9c\ud558\ub7c9\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc120\ub3c4 \uae30\uc5c5\ub4e4\uc740 \uc2dc\uc124\uc744 \ud655\uc7a5\ud558\uace0, AI \uae30\ubc18 \ube44\uc804 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud569\ud558\uba70, \uc120\ud0dd\uc801 \ub3c4\uae08 \ud654\ud559 \uae30\uc220\uc744 \uac1c\uc120\ud558\uc5ec \uc0ac\uc774\ud074 \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 SiC \ubaa8\ub4c8\uc6a9 \ubcf5\ud569 \ud504\ub808\uc784\uc774\ub098 \ucd08\ubbf8\uc138 DFN \uc544\uc6c3\ub77c\uc778\uacfc \uac19\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uba70 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ucc45\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud5c8 \uae30\ubc18 \uc124\uacc4, \ub514\uc9c0\ud138 \ud2b8\uc708 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud55c \uc608\uce21 \uc720\uc9c0\ubcf4\uc218 \ub4f1 \uae30\uc220 \ucc28\ubcc4\ud654\ub3c4 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud569\uae08 \uc555\uc5f0, \uc2a4\ud0ec\ud551, \ub3c4\uae08 \uc804\ubc18\uc5d0 \uac78\uce5c \uc218\uc9c1 \ud1b5\ud569\uc740 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9 \uc2dc \ube44\uc6a9 \ud1b5\uc81c\uc5d0 \uae30\uc5ec\ud558\uba70, \uc790\ub3d9\ucc28 Tier-1 \uacf5\uae09\uc5c5\uccb4\uc640 \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uac04\uc758 \ud30c\ud2b8\ub108\uc2ed\uc740 \ud50c\ub7ab\ud3fc\ubcc4 \uc194\ub8e8\uc158 \uacf5\ub3d9 \uac1c\ubc1c\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4, \uc77c\ubcf8, \uc560\ub9ac\uc870\ub098 \ub4f1 \ub2e4\uc9c0\uc5ed \uac70\uc810\uc73c\ub85c\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc740 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud558\uace0 ESG \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud55c \uc7ac\ub8cc \uc7ac\ud65c\uc6a9 \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \ud568\uaed8 \uacbd\uc7c1 \uc804\ub7b5\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   Mitsui High-tec, Inc.<br \/>\n*   SHINKO ELECTRIC INDUSTRIES CO., LTD.<br \/>\n*   ASM Pacific Technology Ltd.<br \/>\n*   Chang Wah Technology Co., Ltd.<br \/>\n*   Amkor Technology Inc.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 4\uc6d4: ASE Technology Holding Co., Ltd.\ub294 2024\ub144 \ud328\ud0a4\uc9d5 \ub9e4\ucd9c\uc758 50.9%\uac00 \ud1b5\uc2e0, \ucef4\ud4e8\ud305, \uac00\uc804\uc81c\ud488\uc5d0\uc11c \ubc1c\uc0dd\ud588\uc73c\uba70, \uc6d0\uc790\uc7ac \uacf5\uae09\ub9dd \uc704\ud5d8\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: Mitsubishi Materials Corporation\uacfc Masan High-Tech Materials Group\uc740 HC Starck Tungsten \uc778\uc218\ub97c \uc644\ub8cc\ud558\uc5ec \uae00\ub85c\ubc8c \ud569\uae08 \uc2dc\uc7a5 \ubc94\uc704\ub97c \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: Intel\uc740 2030\ub144\uae4c\uc9c0 2\uc704 \ud30c\uc6b4\ub4dc\ub9ac \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 \uc560\ub9ac\uc870\ub098, \ub274\uba55\uc2dc\ucf54, \uc544\uc77c\ub79c\ub4dc, \ub9d0\ub808\uc774\uc2dc\uc544\uc5d0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub2a5\ub825\uc744 \ud655\ucda9\ud558\ub294 \uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac \uc804\ub7b5\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: JX Advanced Metals Corporation\uc740 AI \ubc0f EV \uc218\uc694\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uc774\ubc14\ub77c\ud0a4\uc640 \uba54\uc0ac\uc5d0\uc11c \uc2a4\ud37c\ud130\ub9c1 \ud0c0\uac9f \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uae30 \uc704\ud55c 3\ub144\uac04 2,700\uc5b5 \uc5d4(\ubbf8\ud654 18\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec) \ud22c\uc790 \uacc4\ud68d\uc744 \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ub9ac\ub4dc \ud504\ub808\uc784 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub9ac\ub4dc \ud504\ub808\uc784\uc740 \ud328\ud0a4\uc9d5\ub41c \uc9d1\uc801 \ud68c\ub85c, \uac1c\ubcc4 \uc18c\uc790 \ubc0f \uc804\ub825 \ubaa8\ub4c8\uc744 \uace0\uc815\ud558\uace0 \uc804\uae30\uc801\uc73c\ub85c \uc5f0\uacb0\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\ub294 \uae08\uc18d \ud504\ub808\uc784\uc73c\ub85c, \uc8fc\ub85c \uad6c\ub9ac \uae30\ubc18 \ud569\uae08\uc73c\ub85c \uc2a4\ud0ec\ud551 \ub610\ub294 \ud654\ud559\uc801 \uc5d0\uce6d \uacf5\uc815\uc744 \ud1b5\ud574 \uc81c\uc870\ub429\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uae30\uc220 \ub3d9\ud5a5 \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \ubc18\ub3c4\uccb4 \ub9ac\ub4dc \ud504\ub808\uc784 \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.12%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70, 2026\ub144 35.7\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 45.9\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 QFN(Quad Flat No-Lead) \ud328\ud0a4\uc9c0\ub294 \uc6b0\uc218\ud55c \uc5f4 \ubc0f \ud06c\uae30 \ud2b9\uc131 \ub355\ubd84\uc5d0 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 31.65%\ub85c \uac00\uc7a5 \ub192\uc740 \ub9e4\ucd9c\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc18c\ube44\uc790 \uac00\uc804 \uc218\uc694 \uae09\uc99d, \uc804\uae30\ucc28(EV) \ubc0f xEV \uc804\ub825 \uc804\uc790 \uc7a5\uce58 \uc2dc\uc7a5\uc758 \uc131\uc7a5, 5G\/AI \uc5e3\uc9c0 \uc7a5\uce58\uc758 QFN\/QFP \uc218\uc694 \uc99d\uac00, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ucda9, SiC\/GaN \ubaa8\ub4c8\uc758 \uad6c\ub9ac \ub9ac\ub4dc \ud504\ub808\uc784 \uc120\ud638 \ud604\uc0c1, \uadf8\ub9ac\uace0 CHIPS Act\uc5d0 \ub530\ub978 \uc628\uc1fc\uc5b4 \ud328\ud0a4\uc9d5 CAPEX \ud22c\uc790\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ub192\uc740 CAPEX \uc9d1\uc57d\ub3c4\uc640 \uc0dd\uc0b0 \ubcd1\ubaa9 \ud604\uc0c1, \uad6c\ub9ac \ubc0f \uc740 \uac00\uaca9 \ubcc0\ub3d9\uc131, \uc720\ub9ac\/\uc720\uae30 \uc778\ud130\ud3ec\uc800\ub85c\uc758 \uc804\ud658 \ucd94\uc138, \uac15\ud654\ub418\ub294 \ub3c4\uae08 \ud654\ud559 \ubb3c\uc9c8 \uaddc\uc81c\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ud328\ud0a4\uc9d5 \uc720\ud615(DIP, SOP, SOT, QFP, DFN, QFN, FC \ubc0f TO \ud328\ud0a4\uc9c0), \uc81c\uc870 \uacf5\uc815(\uc2a4\ud0ec\ud551, \uc5d0\uce6d, \ub2e4\uce35\/\ubcf5\ud569), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc9d1\uc801 \ud68c\ub85c, \uac1c\ubcc4 \uc18c\uc790, \uc804\ub825 \ubaa8\ub4c8, MEMS \ubc0f \uc13c\uc11c), \uc0b0\uc5c5 \ubd84\uc57c(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, \uc0b0\uc5c5 \ubc0f \uc0c1\uc5c5\uc6a9 \uc804\uc790\uc81c\ud488, \ud1b5\uc2e0, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc758\ub8cc \uae30\uae30), \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 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc790\ub3d9\ucc28 \uc804\uc7a5 \ubd80\ubb38, \ud2b9\ud788 EV \uc804\ub825 \ubaa8\ub4c8\uc740 \uc5f0\ud3c9\uade0 11.1%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uace0\uc131\ub2a5 \uad6c\ub9ac \ud569\uae08 \ud504\ub808\uc784 \uc218\uc694\ub97c \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc81c\uc870 \uacf5\uc815\uc5d0\uc11c\ub294 \ube44\uc6a9 \ud6a8\uc728\uc131\uacfc \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \uc801\ud569\ud55c \uc2a4\ud0ec\ud551 \ubc29\uc2dd\uc774 2025\ub144 \uc0dd\uc0b0\ub7c9\uc758 62.75%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc, \ubcf5\ud569 \ud504\ub808\uc784\uc758 \uc810\uc720\uc728\uc774 \uc810\ucc28 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed \uc815\ucc45 \uce21\uba74\uc5d0\uc11c\ub294 \ubbf8\uad6d\uc758 CHIPS Act\uc640 \uc720\ub7fd\uc758 European Chips Act\uac00 \uc5ed\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ucd09\uc9c4\ud558\uc5ec \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uc0dd\uc0b0 \ud5c8\ube0c\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f Mitsubishi Materials Corporation, Amkor Technology Inc., SHINKO ELECTRIC INDUSTRIES CO., LTD. \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc5f0\uad6c \ubc29\ubc95\ub860\uc740 1\ucc28 \ubc0f 2\ucc28 \uc870\uc0ac\ub97c \uae30\ubc18\uc73c\ub85c \ud558\uba70, \uc7a5\uce58 \uc0dd\uc0b0 \uc7ac\uad6c\uc131 \ubc29\uc2dd\uc758 \ud0d1\ub2e4\uc6b4 \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4 \ucd9c\ud558\ub7c9\uc758 \ubc14\ud140\uc5c5 \uac80\uc99d\uc744 \ud1b5\ud574 \uc2e0\ub8b0\uc131 \ub192\uc740 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \ubd84\uae30\ubcc4 \uad6c\ub9ac \ud22c\uc785\ub7c9 \uc7ac\uac80\ud1a0 \ubc0f \uc8fc\uc694 \uc870\ub9bd \uacf5\uc7a5 \ud655\uc7a5 \ud6c4 \ud328\ud0a4\uc9c0 \ubbf9\uc2a4 \uc810\uc720\uc728 \uc7ac\uc870\uc815\uc744 \ud1b5\ud574 \ub9e4\ub144 \uc5c5\ub370\uc774\ud2b8\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00\ub97c \ud1b5\ud574 \uc758\uc0ac \uacb0\uc815\uc790\ub4e4\uc5d0\uac8c \ud22c\uba85\ud558\uace0 \uade0\ud615 \uc7a1\ud78c \uc2dc\uc7a5 \uc815\ubcf4\ub97c 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