{"id":37890,"date":"2026-02-11T20:09:18","date_gmt":"2026-02-11T20:09:18","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/die-bonder-equipment-market-mordor\/"},"modified":"2026-09-11T17:22:39","modified_gmt":"2026-09-11T08:22:39","slug":"die-bonder-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/die-bonder-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025 &#8211; 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/die-bonder-equipment-market-1753708631505-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\/die-bonder-equipment-market-size-image-1754923897432.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 \uc774\uc885 \ud1b5\ud569 \ubc0f \uce69\ub81b \ubd90<\/li>\n<li class=\"toc-level-3\">4.2.2 \ucca8\ub2e8 2.5D\/3D \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc804\ub825 \uc18c\uc790\uc758 \ube60\ub978 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub370\uc774\ud130\uc13c\ud130 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \uad11\ud559 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud6c4\uacf5\uc815 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80\uc758 \uad6d\ub0b4 \uc720\uce58 \ubcf4\uc870\uae08<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc644\uc804 \uc790\ub3d9 \uace0UPH \ubcf8\ub354\ub97c \uc704\ud55c \uc778\ub354\uc2a4\ud2b8\ub9ac 4.0 \ucd94\uc9c4<\/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 \uc911\uacac OSAT\uc758 \ucd08\uace0\uc815\ubc00 \uc124\ube44 \ud22c\uc790 \ubd80\ub2f4<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc11c\ube0c\ub9c8\uc774\ud06c\ub860 \uc815\ub82c \uc218\uc728 \uc190\uc2e4 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc815\ubc00 \ubd80\ud488 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.4 \ubcf8\ub529 \ub3c4\uad6c\uc758 \ube60\ub978 \uae30\uc220 \ub178\ud6c4\ud654 \uc704\ud5d8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<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 \uc644\uc804 \uc790\ub3d9 \ub2e4\uc774 \ubcf8\ub354<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubc18\uc790\ub3d9 \ub2e4\uc774 \ubcf8\ub354<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc218\ub3d9 \/ \ud504\ub85c\ud1a0\ud0c0\uc785 \ubcf8\ub354<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub354<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubcf8\ub529 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc5d0\ud3ed\uc2dc \/ \uc811\ucc29\uc81c \ub2e4\uc774 \ubd80\ucc29<\/li>\n<li class=\"toc-level-3\">5.2.2 \uacf5\uc815 \ub2e4\uc774 \ubd80\ucc29<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud50c\ub9bd\uce69 (C4\/Cu-\ud544\ub7ec)<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc5f4\uc555\ucc29 \ubc0f \uc5f4\uc74c\ud30c<\/li>\n<li class=\"toc-level-3\">5.2.5 \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uc9c1\uc811 Cu-Cu \ubcf8\ub529<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucc98\ub9ac\ub7c9 \ubc94\uc8fc\ubcc4 (\uc2dc\uac04\ub2f9 \ub2e8\uc704)\n<ul>\n<li class=\"toc-level-3\">5.3.1 60k UPH \ucd08\uacfc (\uace0\uc18d)<\/li>\n<li class=\"toc-level-3\">5.3.2 30-60k UPH (\uc911\uc18d)<\/li>\n<li class=\"toc-level-3\">5.3.3 30k UPH \ubbf8\ub9cc (\uc800\uc18d \/ \uace0\uc815\ubc00)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc885\ud569 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4 (IDM)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8 (OSAT)<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc5f0\uad6c \ubc0f \ud504\ub85c\ud1a0\ud0c0\uc774\ud551 \uc5f0\uad6c\uc18c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc7a5\uce58 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac IC<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc804\ub825 \ubc0f RF (SiC, GaN)<\/li>\n<li class=\"toc-level-3\">5.5.3 \ud3ec\ud1a0\ub2c9\uc2a4 \/ \uad11 \ud2b8\ub79c\uc2dc\ubc84<\/li>\n<li class=\"toc-level-3\">5.5.4 MEMS \ubc0f \uc13c\uc11c<\/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 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \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-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.6.2 \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 \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34, \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 ASMPT Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Kulicke and Soffa Industries Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 BE Semiconductor Industries N.V.<\/li>\n<li class=\"toc-level-3\">6.4.4 Hanmi Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Palomar Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 SHINKAWA Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Panasonic Holdings Corp. (\ud329\ud1a0\ub9ac \uc194\ub8e8\uc158)<\/li>\n<li class=\"toc-level-3\">6.4.8 SUSS MicroTec SE<\/li>\n<li class=\"toc-level-3\">6.4.9 Toray Engineering Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 TOWA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 West-Bond Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 MRSI Systems ( Mycronic AB )<\/li>\n<li class=\"toc-level-3\">6.4.13 Finetech GmbH &amp; Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.14 Canon Machinery Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 DIAS Automation ( Shenzhen ) Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 F&amp;K Delvotec Bondtechnik GmbH<\/li>\n<li class=\"toc-level-3\">6.4.17 Tresky AG<\/li>\n<li class=\"toc-level-3\">6.4.18 Hybond Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Integra Technologies LLC<\/li>\n<li class=\"toc-level-3\">6.4.20 EV Group (EVG)<\/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>\ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025-2030)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2025\ub144 0.98\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 1.21\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.2%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uc7a5 \ud655\uc7a5\uc740 \uc774\uc885 \uc9d1\uc801 \uc544\ud0a4\ud14d\ucc98, 2.5D\/3D \ud328\ud0a4\uc9d5 \ub85c\ub4dc\ub9f5, \uadf8\ub9ac\uace0 \ubc31\uc5d4\ub4dc \ud339\uc758 \uc790\ubcf8 \uc704\ud5d8\uc744 \ub0ae\ucd94\ub294 \uc815\ubd80 \ubcf4\uc870\uae08\uc5d0 \ud06c\uac8c \uae30\uc778\ud569\ub2c8\ub2e4. \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ubc0f \uce69\ub81b \uae30\ubc18 \ud504\ub85c\uc138\uc11c\uac00 \uc11c\ube0c-\ub9c8\uc774\ud06c\ub860 \uc815\ubc00\ub3c4\ub97c \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc740 \uc2dc\ubc94 \uc0dd\uc0b0\uc5d0\uc11c \ub300\ub7c9 \uc0dd\uc0b0\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ub370\uc774\ud130\uc13c\ud130 \uad11\ud559 \ubd80\ud488\uc774 \ud328\ud0a4\uc9c0 \uae30\ud310\uc73c\ub85c \ud1b5\ud569\ub418\uba74\uc11c \ud3ec\ud1a0\ub2c9 \ub2e4\uc774 \uc5b4\ud0dc\uce58\uac00 \uc8fc\ub958 \uc7a5\ube44 \uc0ac\uc591\uc73c\ub85c \ud3b8\uc785\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 OSAT(Outsourced Semiconductor Assembly and Test) \ud074\ub7ec\uc2a4\ud130\ub97c \ud1b5\ud574 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ubd81\ubbf8\ub294 CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 \uc7a5\ube44 \uad6c\ub9e4\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub77c\uc778 \uacc4\uce21\uacfc \uba38\uc2e0\ub7ec\ub2dd \uae30\ubc18 \ubc30\uce58 \ubcf4\uc815\uc744 \uacb0\ud569\ud55c \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc0dd\uc0b0 \ub77c\uc778\uc5d0\uc11c \uc18d\ub3c4\uc640 \uc815\ubc00\ub3c4 \uc694\uad6c\uc0ac\ud56d\uc744 \ub3d9\uc2dc\uc5d0 \ucda9\uc871\uc2dc\ud0a4\uba70 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 67.8%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 6.2%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: OSAT \uacf5\uae09\uc5c5\uccb4\ub294 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 56.1%\ub97c \uc810\uc720\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 5.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc0dd\uc0b0\ub7c9 \uce74\ud14c\uace0\ub9ac\ubcc4: 60,000 UPH(Units Per Hour) \uc774\uc0c1\uc758 \uace0\uc18d \uc2dc\uc2a4\ud15c\uc740 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 42.7%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 30,000 UPH \ubbf8\ub9cc\uc758 \uc800\uc18d \uc7a5\ube44\ub294 2030\ub144\uae4c\uc9c0 5.9%\uc758 CAGR\ub85c \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7a5\ube44 \uc720\ud615\ubcc4: \uc644\uc804 \uc790\ub3d9 \ud50c\ub7ab\ud3fc\uc740 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 53.2%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub354\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 6.1%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubcf8\ub529 \uae30\uc220\ubcc4: \uc5d0\ud3ed\uc2dc \ub2e4\uc774 \uc5b4\ud0dc\uce58 \uae30\uc220\uc740 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 31.6%\ub97c \uc810\uc720\ud588\uc73c\uba70, \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uc9c1\uc811 Cu-Cu(\uad6c\ub9ac-\uad6c\ub9ac) \uae30\uc220\uc740 2030\ub144\uae4c\uc9c0 5.7%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc7a5\uce58 \uc720\ud615\ubcc4: \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac IC\ub294 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 38.3%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud3ec\ud1a0\ub2c9\uc2a4 \ubaa8\ub4c8\uc740 2025\ub144\uc5d0\uc11c 2030\ub144 \uc0ac\uc774\uc5d0 6.3%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc774\uc885 \uc9d1\uc801 \ubc0f \uce69\ub81b \ubd90: \uba40\ud2f0-\ud0c0\uc77c \ud504\ub85c\uc138\uc11c\ub294 \ub2e8\uc77c \ub2e4\uc774 \ud328\ud0a4\uc9c0\uc5d0\uc11c \ubcf5\uc7a1\ud55c \uc5b4\uc148\ube14\ub9ac\ub85c \uc0dd\uc0b0\uc744 \uc804\ud658\uc2dc\ud0a4\uba70 \uc11c\ube0c-\ub9c8\uc774\ud06c\ub860 \ubc30\uce58 \ubc18\ubcf5\uc131\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc778\ud154\uc758 47-\ud0c0\uc77c \ud3f0\ud14c \ubca0\ud0a4\uc624(Ponte Vecchio) GPU\ub294 \ubcf8\ub529 \ud50c\ub7ab\ud3fc\uc774 \ub2e8\uc77c \uc0ac\uc774\ud074 \ub0b4\uc5d0\uc11c \uad00\ub9ac\ud574\uc57c \ud558\ub294 \ub2e4\uc774 \uc218\uc640 \uc7ac\ub8cc \uc870\ud569\uc758 \uc99d\uac00\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc628\ub3c4 \ubcc0\ud654\uc5d0\ub3c4 1\u00b5m \ubbf8\ub9cc\uc758 \uc624\ubc84\ub808\uc774\ub97c \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \uc801\uc751\ud615 \ube44\uc804, \uc778\uacf5\uc9c0\ub2a5 \ubc30\uce58 \uc81c\uc5b4, \ud234-\uc778-\ud234 \uacc4\uce21\uc744 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uae09 2.5D\/3D \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ucc44\ud0dd: HBM \ubc0f \ub85c\uc9c1-\uc628-\uba54\ubaa8\ub9ac \uc2a4\ud0dd\uc758 \uc218\uc9c1 \uc0c1\ud638 \uc5f0\uacb0 \ubc00\ub3c4 \uc99d\uac00\ub294 \uacfc\ub3c4\ud55c \uc194\ub354 \ub192\uc774\ub97c \uc81c\uac70\ud558\ub294 \uc9c1\uc811 \uad6c\ub9ac-\ub300-\uad6c\ub9ac \uc811\ud569\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc815\ub82c \uc624\ucc28 \ud5c8\uc6a9 \ubc94\uc704\uac00 50nm \uc774\ud558\ub85c \uc904\uc5b4\ub4e4\uba74\uc11c EV Group\uacfc \uac19\uc740 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud45c\uba74 \uc900\ube44, \ud50c\ub77c\uc988\ub9c8 \ud65c\uc131\ud654, \ud4e8\uc804 \ubcf8\ub529\uc744 \ub2e8\uc77c \uc9c4\uacf5 \ubaa8\ub4c8\uc5d0\uc11c \ucc98\ub9ac\ud558\ub294 \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub354\ub97c \ub3c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc804\ub825 \uc7a5\uce58 \uae09\uc99d: \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubc0f \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN) \ud1b5\uc2e0 \uc804\ub825 \uc99d\ud3ed\uae30\ub294 200\u00b0C \uc811\ud569 \uc628\ub3c4\ub97c \uacac\ub38c\uc57c \ud558\ubbc0\ub85c \uc740 \uc18c\uacb0(silver-sinter) \ub2e4\uc774 \uc5b4\ud0dc\uce58\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacf5\uc815\uc740 \ub192\uc740 \uc555\ub825\uacfc \uc5c4\uaca9\ud55c \uc628\ub3c4 \uade0\uc77c\uc131\uc744 \uc694\uad6c\ud558\uba70, \uc18c\uacb0 \uc911 \ub2e4\uc774 \ubcc0\ud615\uc744 \uace0\uc815\ud558\ub294 \uc804\uc6a9 \ubcf8\ub4dc \ud5e4\ub4dc \uc124\uacc4\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130\uc13c\ud130 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559: 800G \ubc0f 1.6T \uc2a4\uc704\uce58\uac00 \uad11\ud559 \ubd80\ud488\uc744 \ud398\uc774\uc2a4\ud50c\ub808\uc774\ud2b8\uc5d0\uc11c \ud328\ud0a4\uc9c0 \uae30\ud310\uc73c\ub85c \ud1b5\ud569\ud568\uc5d0 \ub530\ub77c \ud3ec\ud1a0\ub2c9 \ub2e4\uc774 \uc5b4\ud0dc\uce58\uac00 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub808\uc774\uc800\uc640 \uac80\ucd9c\uae30\ub294 \uacb0\ud569 \ud6a8\uc728\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc218 \ub9c8\uc774\ud06c\ub85c\ubbf8\ud130 \uc218\ud3c9 \ubc0f \uc218\uc2ed \ub098\ub178\ubbf8\ud130 \uc218\uc9c1 \ubc94\uc704 \ub0b4\uc5d0\uc11c \ubcf8\ub529\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<br \/>\n*   \ubc31\uc5d4\ub4dc \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \uad6d\ub0b4 \uc0dd\uc0b0 \ubcf4\uc870\uae08: \ubbf8\uad6d CHIPS Act\uc758 390\uc5b5 \ub2ec\ub7ec \ubcf4\uc870\uae08\uc740 \ud14d\uc0ac\uc2a4, \uc560\ub9ac\uc870\ub098, \ub274\uc695\uc5d0 \uc0c8\ub85c\uc6b4 \ubc31\uc5d4\ub4dc \ud339 \uac74\uc124\uc744 \uc9c0\uc6d0\ud558\uba70, \uc774\ub294 \uc790\ubcf8 \uc704\ud5d8\uc744 \ub0ae\ucd94\uace0 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc644\uc804 \uc790\ub3d9 \uace0-UPH \ubcf8\ub354\ub97c \uc704\ud55c Industry 4.0 \ucd94\uc9c4: Industry 4.0\uc758 \ud655\uc0b0\uc740 \uc644\uc804 \uc790\ub3d9 \uace0-UPH \ubcf8\ub354\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uba70, \uc774\ub294 \uc0dd\uc0b0 \ub77c\uc778\uc5d0\uc11c \uc18d\ub3c4\uc640 \uc815\ubc00\ub3c4 \uc694\uad6c\uc0ac\ud56d\uc744 \ud1b5\ud569\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc911\uacac OSAT\uc758 \ucd08\uace0\uc815\ubc00 \uc124\ube44 \ud22c\uc790 \ubd80\ub2f4: \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub354\ub294 \uae30\uc874 \uc5d0\ud3ed\uc2dc \uc5b4\ud0dc\uce58 \ub77c\uc778\ubcf4\ub2e4 3~5\ubc30 \ub354 \ube44\uc2f8\uba70, \uc774\ub294 \uc911\uacac \uae30\uc5c5\uc758 \uad6c\ub9e4\ub97c \uc9c0\uc5f0\uc2dc\ucf1c \uae30\uc220 \uaca9\ucc28\ub97c \ud655\ub300\ud569\ub2c8\ub2e4.<br \/>\n*   \uc11c\ube0c-\ub9c8\uc774\ud06c\ub860 \uc815\ub82c \uc218\uc728 \uc190\uc2e4 \uc704\ud5d8: \uc5f4 \uc548\uac1c\ub9cc\uc73c\ub85c\ub3c4 \ub2e4\uc774 \uc778\uc2dd\uc5d0 \u00b11.2\u00b5m\uc758 \uc624\ucc28\ub97c \ubc1c\uc0dd\uc2dc\ud0ac \uc218 \uc788\uc73c\uba70, 8\uac1c \ub2e4\uc774\uc5d0 \uac78\uce5c \ub204\uc801 \uc624\ucc28\ub294 \ud328\ub4dc-\ud22c-\ud328\ub4dc \ud5c8\uc6a9 \uc624\ucc28\ub97c \ucd08\uacfc\ud558\uc5ec \uc7ac\uc791\uc5c5 \ub610\ub294 \ud3d0\uae30\ub97c \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc815\ubc00 \ubd80\ud488 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1: \uc815\ubc00 \ubd80\ud488\uc758 \uacf5\uae09\ub9dd \uc81c\uc57d\uc740 \uc7a5\ube44 \uc0dd\uc0b0 \ubc0f \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubcf8\ub529 \uc7a5\ube44\uc758 \ube60\ub978 \uae30\uc220 \ub178\ud6c4\ud654: \ubcf8\ub529 \uae30\uc220\uc758 \ube60\ub978 \ubc1c\uc804\uc740 \uc7a5\ube44\uc758 \uae30\uc220 \ub178\ud6c4\ud654\ub97c \uac00\uc18d\ud654\ud558\uc5ec \uae30\uc5c5\uc758 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc7a5\ube44 \uc720\ud615\ubcc4: \uc644\uc804 \uc790\ub3d9 \ud50c\ub7ab\ud3fc\uc740 \uc18c\ube44\uc790 \uac00\uc804 \uc81c\ud488\uc758 \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc5d0\ud3ed\uc2dc \ub2e4\uc774 \uc5b4\ud0dc\uce58 \uc640\uc774\uc5b4 \ubcf8\ub4dc \ud328\ud0a4\uc9c0\uc5d0 \ub300\ud55c \uc758\uc874\uc131\uc73c\ub85c \uc778\ud574 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 53.2%\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 HBM \ubc0f \ub85c\uc9c1-\uc778-\uba54\ubaa8\ub9ac \uc2a4\ud0dd\uc774 \ub2e8\uc77c \ub2e4\uc774 \ubc30\uce58\uac00 \uc544\ub2cc \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uc815\ub82c\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub354\ub294 6.1%\uc758 CAGR\ub85c \ub2e4\ub978 \ubaa8\ub4e0 \ud234 \ud074\ub798\uc2a4\ub97c \ub2a5\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uc790\ub3d9 \ubc0f \uc218\ub3d9 \uc2a4\ud14c\uc774\uc158\uc740 R&#038;D \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c\uc5d0\uc11c \uc18c\ub7c9 \uc0dd\uc0b0\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \ubcf8\ub529 \uae30\uc220\ubcc4: \uc5d0\ud3ed\uc2dc \ub2e4\uc774 \uc5b4\ud0dc\uce58\ub294 2024\ub144 31.6%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, AI \uac00\uc18d\uae30\uc5d0\uc11c \uc5f4 \uc608\uc0b0\uc774 \uc5c4\uaca9\ud574\uc9d0\uc5d0 \ub530\ub77c \uc9c1\uc811 \uad6c\ub9ac-\ub300-\uad6c\ub9ac \uc811\ud569\uc774 5.7%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM4 \uc2dc\ubc94 \uc0dd\uc0b0\uc5d0 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc744 \ub3c4\uc785\ud558\uc5ec \ucd5c\ucca8\ub2e8 \uba54\ubaa8\ub9ac \ubd84\uc57c\uc5d0\uc11c \uc5f4\uc555\ucd95(thermocompression)\uc758 \uc885\ub9d0\uc744 \uc608\uace0\ud588\uc2b5\ub2c8\ub2e4. \uc5f4\uc74c\ud30c(thermosonic) \uacf5\uc815\uc740 \uae08 \uc2a4\ud130\ub4dc\ub97c \uc0ac\uc6a9\ud558\ub294 RF \ubaa8\ub4c8\uc5d0, \uacf5\uc815(eutectic) \uc5b4\ud0dc\uce58\ub294 1,000 \uc0ac\uc774\ud074 \uc5f4\ucda9\uaca9 \ub0b4\uad6c\uc131\uc774 \uc785\uc99d\ub41c \uace0\uc2e0\ub8b0\uc131 \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c\uc5d0 \ud2b9\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0dd\uc0b0\ub7c9 \uce74\ud14c\uace0\ub9ac\ubcc4: 60,000 UPH\ub97c \ucd08\uacfc\ud558\ub294 \uace0\uc18d \ubcf8\ub354\ub294 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 42.7%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ubc94\uc6a9 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc5d0 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f MEMS\uac00 1\u00b5m \ubbf8\ub9cc\uc758 \uc704\uce58 \uc815\ud655\ub3c4\ub97c \ud544\uc694\ub85c \ud568\uc5d0 \ub530\ub77c 30,000 UPH \ubbf8\ub9cc\uc758 \uc800\uc18d \ubcf8\ub354\uac00 5.9%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 30,000~60,000 UPH\uc758 \uc911\uc18d \uc7a5\ube44\ub294 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc8fc\ub85c \uacf5\uae09\ub418\uba70, \ub808\uc774\ub354 \ubc0f \uc804\ub825 \ubaa8\ub4c8\uc744 \ub3d9\uc77c\ud55c \ub77c\uc778\uc5d0\uc11c \uc0dd\uc0b0\ud558\ub294 \ub370 \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: OSAT\ub294 \uaddc\ubaa8\uc758 \uacbd\uc81c\uc640 \ub2e4\uac01\ud654\ub41c \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud65c\uc6a9\ud558\uc5ec 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 56.1%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. Amkor, ASE, JCET\ub294 2024\ub144 \uace0\uae09 \ud328\ud0a4\uc9d5 \uc124\ube44 \ud22c\uc790\uc5d0 \ucd1d 20\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \uc9c0\ucd9c\ud588\uc73c\uba70, \uc774 \uc911 \uc57d 60%\uac00 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc5d0 \ud560\ub2f9\ub418\uc5c8\uc2b5\ub2c8\ub2e4. IDM(Integrated Device Manufacturers)\uc758 \uc790\uccb4 \uc870\ub9bd\uc740 \uc804\ub7b5\uc801 \ud504\ub85c\uc138\uc11c \ub610\ub294 \uba54\ubaa8\ub9ac \ub178\ub4dc\uc5d0 \uc9d1\uc911\ud558\uba70, \ub808\uac70\uc2dc \uc7a5\uce58 \ubc0f \ucd08\uacfc \ubb3c\ub7c9\uc740 \uc678\ubd80 \ud30c\ud2b8\ub108\uc5d0\uac8c \ub9e1\uae41\ub2c8\ub2e4.<br \/>\n*   \uc7a5\uce58 \uc720\ud615\ubcc4: \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac IC\ub294 \uc5ec\uc804\ud788 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 38.3%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \uad11 \ud2b8\ub79c\uc2dc\ubc84 \ubaa8\ub4c8\uc740 2030\ub144\uae4c\uc9c0 6.3%\uc758 CAGR\ub85c \ub2e4\ub978 \ubaa8\ub4e0 \uce74\ud14c\uace0\ub9ac\ub97c \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uac00 112G PAM4 SerDes\uc640 \ucf54\ud328\ud0a4\uc9d5\ub418\uba74\uc11c \ud45c\uc900 \uc804\uae30 \ud328\ub4dc \uc815\ub82c \uc678\uc5d0 \u00b12\u00b5m\uc758 \uad11\uc12c\uc720 \uc815\ub82c\uc774 \ud544\uc694\ud574 \uacf5\uc815 \ubcf5\uc7a1\uc131\uacfc \uc0ac\uc774\ud074 \uc2dc\uac04\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. MEMS \ubc0f \uc13c\uc11c\ub294 \uc790\ub3d9\ucc28 \uc555\ub825 \ubaa8\ub2c8\ud130\ub9c1 \uc7a5\uce58 \ubc0f \uc2a4\ub9c8\ud2b8\ud3f0 \uad00\uc131 \uc13c\uc11c \ub355\ubd84\uc5d0 \uafb8\uc900\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub825 \ubc0f RF \uc7a5\uce58\ub294 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 50N\uc758 \uc555\ucc29\ub825\uacfc \uc740 \uc18c\uacb0 \ud398\uc774\uc2a4\ud2b8 \ubd84\ubc30\ub97c \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \ubcf8\ub4dc \ud5e4\ub4dc\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 67.8%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 6.2%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub300\ub9cc\uc740 TSMC \ubc0f ASE\uc758 \uace0\uae09 \ud328\ud0a4\uc9d5 \ub77c\uc778\uc744 \ud1b5\ud574 \uc8fc\ubb38\uc744 \uc720\uce58\ud558\uace0 \uc788\uc73c\uba70, \ud55c\uad6d\uc758 \uba54\ubaa8\ub9ac \ub300\uae30\uc5c5\ub4e4\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ub3c4\uc785\uc744 \uc704\ud574 \ub2e4\ub144\uac04\uc758 \uc124\ube44 \ud22c\uc790\ub97c \ud560\ub2f9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9d0\ub808\uc774\uc2dc\uc544\uc758 \ud398\ub0ad \uc0dd\ud0dc\uacc4\ub294 \uad6d\uac00 \ubc18\ub3c4\uccb4 \uc804\ub7b5\uc5d0 \ub530\ub978 \ud604\uc9c0 \uc778\uc13c\ud2f0\ube0c\uac00 \ucd08\uae30 \ud234\ub9c1 \ube44\uc6a9\uc744 \uc0c1\uc1c4\ud558\uba74\uc11c \ucd08\uacfc \ubb3c\ub7c9\uc744 \ud761\uc218\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act\uc758 390\uc5b5 \ub2ec\ub7ec \ubcf4\uc870\uae08 \ub355\ubd84\uc5d0 \ud14d\uc0ac\uc2a4, \uc560\ub9ac\uc870\ub098, \ub274\uc695\uc5d0 \uc0c8\ub85c\uc6b4 \ubc31\uc5d4\ub4dc \ud339\uc774 \uac74\uc124\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc124\ub4e4\uc740 AI \uac00\uc18d\uae30\uc6a9 \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc744 \uc6b0\uc120\uc2dc\ud558\uba70, \uc720\ub7fd \ubc0f \uc77c\ubcf8 \uacf5\uae09\uc5c5\uccb4\ub85c\ubd80\ud130 \uace0\uc815\ubc00 \uc2a4\ud14c\uc774\uc9c0\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc720\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc2e0\ub8b0\uc131\uc744 \uc911\uc2dc\ud558\ub294 \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5 \ucd5c\uc885 \uc2dc\uc7a5\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uacfc \ud504\ub791\uc2a4\uc758 \ud339\uc740 SiC \ud2b8\ub799\uc158 \uc778\ubc84\ud130\uc6a9 \uc740 \uc18c\uacb0 \uc5b4\ud0dc\uce58\uc5d0 \uc8fc\ub825\ud558\uba70, \uc774\ud0c8\ub9ac\uc544\uc758 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \ub370\uc774\ud130 \ud1b5\uc2e0\uc6a9 \uc11c\ube0c-\ub9c8\uc774\ud06c\ub860 \ub2e4\uc774 \uc5b4\ud0dc\uce58 \uc7a5\ube44\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU Chips Act\uc5d0 \ub530\ub978 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8\uc740 \ud2b9\ud788 2026\ub144 \uc774\ud6c4 \uac00\ub3d9\ub420 3D \uc9d1\uc801 \uc2dc\ubc94 \ub77c\uc778\uc5d0\uc11c \uc791\uc9c0\ub9cc \uc911\uc694\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. ASMPT, Kulicke &#038; Soffa, BE Semiconductor\ub294 \uc0c1\ub2f9\ud55c \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uacf5\ub3d9\uc73c\ub85c \ud1b5\uc81c\ud558\uace0 \uc788\uc9c0\ub9cc, \ud2c8\uc0c8 \ud601\uc2e0 \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc758 \uc5ed\ub3d9\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uc120\ub450 \uae30\uc5c5\uc740 \uc5f0\uac04 \ub9e4\ucd9c\uc758 \uc57d 10%\ub97c \uc815\ud655\ub3c4 \ub610\ub294 \uc0dd\uc0b0\ub7c9 \ud55c\uacc4\ub97c \ud655\uc7a5\ud558\ub294 \uacf5\uc815 \ubaa8\ub4c8\uc5d0 \ud560\ub2f9\ud558\uba70 \uc9c0\uc18d\uc801\uc778 R&#038;D\ub97c \ucd94\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc720\ub7fd \uacf5\uae09\uc5c5\uccb4\uc778 EV Group\uacfc SUSS MicroTec\uc740 \uc6e8\uc774\ud37c \ubcf8\ub529 \ud601\uc2e0\uc744 \ud1b5\ud574 \ucc28\ubcc4\ud654\ub97c \uaf80\ud558\uba70 \uba54\ubaa8\ub9ac \uc2a4\ud0dd \ubc0f \uce69\ub81b \ube0c\ub9bf\uc9c0\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. Toray Engineering \ubc0f Shinkawa\ub97c \ud3ec\ud568\ud55c \uc77c\ubcf8 \uae30\uc5c5\ub4e4\uc740 \uae30\uacc4\uc801 \uacac\uace0\uc131\uc744 \uac15\uc870\ud558\uba70 20\ub144\uc758 \ud234 \uc218\uba85\uc744 \uc694\uad6c\ud558\ub294 \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \uace0\uac1d\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uae30\uc5c5\ub4e4\uc740 \uae30\uc874 \uc5d0\ud3ed\uc2dc \uc5b4\ud0dc\uce58 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ube44\uc6a9 \uc6b0\uc704\ub97c \ud65c\uc6a9\ud558\uc5ec \ud55c\ub54c \uc11c\uad6c \uae30\uc5c5\ub4e4\uc774 \uc9c0\ubc30\ud588\ub358 \uc800\ub9c8\uc9c4 \ubd80\ubb38\uc744 \uc7a0\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc740 \ud1b5\ud569\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. Applied Materials\ub294 \uc6e8\uc774\ud37c \ub808\ubca8 \uc99d\ucc29 \ub178\ud558\uc6b0\uc640 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uacb0\ud569\ud558\uae30 \uc704\ud574 BE Semiconductor\uc758 \uc9c0\ubd84 9%\ub97c \uc778\uc218\ud588\uc73c\uba70, LG\uc804\uc790\ub294 HBM \ud328\ud0a4\uc9d5\uc6a9 \ubcf8\ub354 \ud504\ub85c\ud1a0\ud0c0\uc785\uc744 \ubc1c\ud45c\ud558\uc5ec \uc18c\ube44\uc790 \uac00\uc804 \uaddc\ubaa8\ub97c \uac16\ucd98 \uc0c8\ub85c\uc6b4 \uacbd\uc7c1\uc790\ub97c \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc81c\uc5b4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc744 \uc704\ud55c \uc81c\ud734\ub3c4 \uc99d\uac00\ud558\uc5ec \uacf5\uc7a5 \uc804\uccb4 \ub808\uc2dc\ud53c \uc804\uc1a1\uc744 \uc6a9\uc774\ud558\uac8c \ud558\uace0 \ub2e4\uc911 \uacf5\uae09\uc5c5\uccb4 \ub77c\uc778\uc758 \uc124\uc815 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: LG\uc804\uc790\uac00 HBM \ud328\ud0a4\uc9d5 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \uaca8\ub0e5\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub354 \uac1c\ubc1c\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: Panasonic Connect\uac00 \ud30c\ud615 \uc81c\uc5b4 \uae30\ub2a5\uc744 \uac16\ucd98 YC-350NA1 \uc644\uc804 \ub514\uc9c0\ud138 TIG \uc6a9\uc811\uae30\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\uac00 \ucc28\uc138\ub300 HBM\uc6a9 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uae30\uc220\uc744 \ubc1c\uc804\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: Toray Engineering\uc774 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5\uc6a9 UC5000 \ub2e4\uc774 \ubcf8\ub354\ub97c \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758, \uac00\uc815, \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \uba85\ud655\ud788 \uc81c\uc2dc\ud558\uba70, \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \ud658\uacbd, \uc131\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uacf5\uae09\ub9dd, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd \ubc0f \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uac70\uc2dc\uacbd\uc81c\uc801 \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5 \ub610\ud55c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \ub2e4\uc774 \ubcf8\ub354 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 \ucd9c\ud558\uc561 \uae30\uc900 12.1\uc5b5 \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc5f0\ud3c9\uade0 4.2%\uc758 \ubcf5\ud569 \uc131\uc7a5\ub960\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc774\uc885 \uc9d1\uc801(Heterogeneous-integration) \ubc0f \uce69\ub81b(chiplet) \uae30\uc220\uc758 \ud655\uc0b0, \ucca8\ub2e8 2.5D\/3D \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529(hybrid bonding) \uae30\uc220 \ucc44\ud0dd \uc99d\uac00, \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc804\ub825 \uc18c\uc790(SiC, GaN \ub4f1)\uc758 \ube60\ub978 \uc131\uc7a5, \ub370\uc774\ud130\uc13c\ud130 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f Co-packaged Optics(CPO) \uc218\uc694 \uc99d\ub300, \uc815\ubd80\uc758 \ud6c4\uacf5\uc815 \ud339 \uad6d\ub0b4 \uc720\uce58 \uc9c0\uc6d0 \uc815\ucc45, \uadf8\ub9ac\uace0 \uc778\ub354\uc2a4\ud2b8\ub9ac 4.0(Industry 4.0)\uc5d0 \ub530\ub978 \uc644\uc804 \uc790\ub3d9\ud654 \uace0\uc0dd\uc0b0\uc131(high-UPH) \ubcf8\ub354\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc911\uacac OSAT(Outsourced Semiconductor Assembly and Test) \uae30\uc5c5\uc758 \ucd08\uace0\uc815\ubc00 \uc7a5\ube44 \ud22c\uc790\uc5d0 \ub300\ud55c \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CapEx) \ubd80\ub2f4, \uc11c\ube0c\ub9c8\uc774\ud06c\ub860(sub-micron) \uc815\ub82c \uad00\ub828 \uc218\uc728 \uc190\uc2e4 \uc704\ud5d8, \uc815\ubc00 \ubd80\ud488 \uacf5\uae09\ub9dd\uc758 \ubcd1\ubaa9 \ud604\uc0c1, \uadf8\ub9ac\uace0 \ubcf8\ub529 \uc7a5\ube44 \uae30\uc220\uc758 \ube60\ub978 \ub178\ud6c4\ud654 \uc704\ud5d8 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc7a5\ube44 \uc720\ud615(\uc644\uc804 \uc790\ub3d9, \ubc18\uc790\ub3d9, \uc218\ub3d9\/\ud504\ub85c\ud1a0\ud0c0\uc785, \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ubcf8\ub354), \ubcf8\ub529 \uae30\uc220(\uc5d0\ud3ed\uc2dc\/\uc811\ucc29\uc81c \ub2e4\uc774 \ubd80\ucc29, \uacf5\uc815 \ub2e4\uc774 \ubd80\ucc29, \ud50c\ub9bd\uce69, \uc5f4\uc555\ucc29 \ubc0f \uc5f4\uc74c\ud30c, \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uc9c1\uc811 Cu-Cu \ubcf8\ub529), \uc0dd\uc0b0\ub7c9 \ubc94\uc8fc(60k UPH \ucd08\uacfc \uace0\uc18d, 30-60k UPH \uc911\uc18d, 30k UPH \ubbf8\ub9cc \uc800\uc18d\/\uace0\uc815\ubc00), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(IDM, OSAT, \uc5f0\uad6c \ubc0f \ud504\ub85c\ud1a0\ud0c0\uc785 \ub7a9), \uc7a5\uce58 \uc720\ud615(\ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac IC, \uc804\ub825 \ubc0f RF, \ud3ec\ud1a0\ub2c9\uc2a4\/\uad11 \ud2b8\ub79c\uc2dc\ubc84, MEMS \ubc0f \uc13c\uc11c), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \ud575\uc2ec \ud1b5\ucc30\uc5d0 \ub530\ub974\uba74, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\uc6a9 \ubcf8\ub529 \ubc29\uc2dd\uc740 \ud55c\uad6d \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc758 \uc8fc\ub3c4\ub85c \uae30\uc874 \uc5f4\uc555\ucc29 \ubc29\uc2dd\uc5d0\uc11c \uc9c1\uc811 \uad6c\ub9ac-\uad6c\ub9ac(Cu-Cu) \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. OSAT \uae30\uc5c5\ub4e4\uc740 \uc2dc\uc7a5\uc758 56.1%\ub97c \uc810\uc720\ud558\uba70 \ucc28\uc138\ub300 \ud328\ud0a4\uc9d5\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \uc218\ud589\ud558\uace0 \uc788\uc73c\uba70, \uace0\uac00\uc758 \uc11c\ube0c\ub9c8\uc774\ud06c\ub860 \uc7a5\ube44\uc5d0 \uc120\uc81c\uc801\uc73c\ub85c \ud22c\uc790\ud558\uc5ec \ud339\ub9ac\uc2a4 \ubc0f IDM \uace0\uac1d\ub4e4\uc774 \ub9c9\ub300\ud55c \uc790\ubcf8 \ub178\ucd9c \uc5c6\uc774 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \uc811\uadfc\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ud3ec\ud1a0\ub2c9 \ub2e4\uc774 \ubcf8\ub529\uc740 800G\uc5d0\uc11c 1.6T \uc2a4\uc704\uce58 \ubc0f Co-packaged Optics \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uae09\uc99d\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub9c8\uc774\ud06c\ub85c\ubbf8\ud130 \uc218\uc900\uc758 \uc815\ubc00\ud55c \ubc30\uce58 \uc815\ud655\ub3c4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \ud604\uc7ac \uc7a5\ube44 \uc18c\ube44\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc5f0\uac04 \uc9c0\ucd9c\uc758 67.8%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub3c4\ud558\uace0 \uc788\ub294\ub370, \uc774\ub294 \ub300\ub9cc, \ud55c\uad6d, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0 \uba54\ubaa8\ub9ac \ubc0f OSAT \ud339\uc774 \uc9d1\uc911\ub418\uc5b4 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc911\uacac \uc870\ub9bd \uae30\uc5c5\ub4e4\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub354\uc758 3~5\ubc30\uc5d0 \ub2ec\ud558\ub294 \ub192\uc740 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc778\ud574 \ud604\uae08 \ud750\ub984\uc5d0 \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \ud1b5\ud569\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\ub294 \uc704\ud5d8 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \uc774\ub8e8\uc5b4\uc9c0\uba70, ASMPT, Kulicke and Soffa, BE Semiconductor Industries, \ud55c\ubbf8\ubc18\ub3c4\uccb4 \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(white-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(unmet-need) \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 \uc2dc\uc7a5\uc758 \ubc29\ud5a5\uc131\uc744 \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-37890","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\/37890"}],"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=37890"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/37890\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=37890"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=37890"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=37890"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}