{"id":38238,"date":"2026-02-12T01:33:53","date_gmt":"2026-02-12T01:33:53","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/cable-connector-market-mordor\/"},"modified":"2026-10-02T17:27:07","modified_gmt":"2026-10-02T08:27:07","slug":"cable-connector-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/cable-connector-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/cable-connector-market-1756996869736-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\/cable-connector-market-size-image-1767807466603.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 5G \ucd9c\uc2dc \ubc0f \uad11\uc12c\uc720 \ubc31\ud640 \uace0\ubc00\ub3c4\ud654<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc18c\ube44\uc790 \ubc0f \uc0b0\uc5c5 \uae30\uae30 \uc804\ubc18\uc758 \uc804\uc790\uc81c\ud488 \uc18c\ud615\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 \uace0\uc804\uc555, \uace0\uc804\ub958 \ucee4\ub125\ud130\uac00 \ud544\uc694\ud55c \uc804\uae30\ucc28 \uc0dd\uc0b0\uc758 \uae09\uaca9\ud55c \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \ucd08\ub2e8\ud615 \uad6c\ub9ac \ubc0f \uad11\ud559 I\/O \ucee4\ub125\ud130 \uc218\uc694\ub97c \uacac\uc778\ud558\ub294 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(CPO)<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub370\uc774\ud130\uc13c\ud130 \uc11c\ubc84\uc5d0\uc11c \uc0ac\uc2e4\uc0c1 \ud45c\uc900\uc774 \ub418\ub294 PCIe Gen5\/Gen6 12 VHPWR GPU \uc804\uc6d0 \uc0ac\uc591<\/li>\n<li class=\"toc-level-3\">4.2.6 \ud0c4\ub825\uc801\uc778 \uad6d\ub0b4 \ucee4\ub125\ud130 \uc81c\uc870\ub97c \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c (\ubbf8\uad6d \ubc0f EU CHIPS \ubc95\uc548\uacfc \uc720\uc0ac\ud55c \ubc95\uc548)<\/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 \uad6c\ub9ac \ubc0f \uadc0\uae08\uc18d \ub3c4\uae08 \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 0.5mm \ud53c\uce58 \ubbf8\ub9cc\uc758 \uc124\uacc4 \ubcf5\uc7a1\uc131 \ubc0f \uc815\ub82c \uacf5\ucc28<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucd08\ubbf8\uc138 \ud53c\uce58 SMT \ucee4\ub125\ud130\uc758 \ub192\uc740 \ubd88\ub7c9\ub960 \ubc0f \uc7ac\uc791\uc5c5\ub960 (>7%)<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc5e3\uc9c0\/IIoT \ubc30\ud3ec\uc5d0\uc11c BOM \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 IP \ub4f1\uae09 \ubc00\ubd09 \uc694\uad6c\uc0ac\ud56d<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ucee4\ub125\ud130 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 PCB \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc6d0\ud615 \ubc0f \uc9c1\uc0ac\uac01\ud615 \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.1.3 \uad11\uc12c\uc720 \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.1.4 I\/O \ubc0f RF\/\ub3d9\ucd95 \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc804\ub825 \ubc0f \uace0\uc804\uc555 EV \ucee4\ub125\ud130<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\ucc29 \uad6c\uc131\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc640\uc774\uc5b4-\ud22c-\ubcf4\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.3 \ucf00\uc774\ube14-\ud22c-\ucf00\uc774\ube14<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud328\ub110\/\ud53c\ub4dc\uc2a4\ub8e8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 IT \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.3.3 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc0b0\uc5c5 \uc790\ub3d9\ud654<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc5d0\ub108\uc9c0, \uc804\ub825 \ubc0f \ud574\uc800<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 10Gbps \ubbf8\ub9cc \ud45c\uc900<\/li>\n<li class=\"toc-level-3\">5.4.2 10-25Gbps \uace0\uc18d<\/li>\n<li class=\"toc-level-3\">5.4.3 25Gbps \uc774\uc0c1 \ucd08\uace0\uc18d \/ PAM4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uad6c\ub9ac \ud569\uae08<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc54c\ub8e8\ubbf8\ub284 \ubc0f \uacbd\ub7c9 \ud569\uae08<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud50c\ub77c\uc2a4\ud2f1 \ubc0f \ubcf5\ud569\uc7ac<\/li>\n<li class=\"toc-level-3\">5.5.4 \uadc0\uae08\uc18d \ub3c4\uae08 (\uae08, \ud314\ub77c\ub4d0)<\/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 \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 \ud589\ubcf4<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 TE Connectivity Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Amphenol Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Molex LLC (Koch Industries)<\/li>\n<li class=\"toc-level-3\">6.4.4 Aptiv PLC<\/li>\n<li class=\"toc-level-3\">6.4.5 Yazaki Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Foxconn Interconnect Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Hirose Electric Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Japan Aviation Electronics Industry, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Rosenberger Hochfrequenztechnik GmbH &amp; Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.10 Samtec, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Luxshare Precision Industry Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 J.S.T. Mfg. Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 HARTING Technology Group<\/li>\n<li class=\"toc-level-3\">6.4.14 Sumitomo Electric Industries, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Phoenix Contact GmbH &amp; Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.16 Huber+Suhner AG<\/li>\n<li class=\"toc-level-3\">6.4.17 Nexans S.A.<\/li>\n<li class=\"toc-level-3\">6.4.18 Prysmian Group S.p.A.<\/li>\n<li class=\"toc-level-3\">6.4.19 Fujitsu Limited<\/li>\n<li class=\"toc-level-3\">6.4.20 Huawei Technologies Co., Ltd.<\/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>\ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5: \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \ub3d9\ud5a5 \ubd84\uc11d (2026-2031)<\/p>\n<p>\ubcf4\uace0\uc11c \uac1c\uc694<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc0b0\uc5c5 \uc608\uce21 \ubc0f \ubd84\uc11d\uc744 \ub2e4\ub8e8\uba70, \ucee4\ub125\ud130 \uc720\ud615, \uc7a5\ucc29 \uad6c\uc131, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5, \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09, \uc7ac\ub8cc \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec USD \uac00\uce58 \uae30\uc900\uc73c\ub85c \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \uae30\uac04\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc774\uba70, 2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 1,182\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec, 2031\ub144\uc5d0\ub294 1,675\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 7.21%\ub85c \uc608\uc0c1\ub418\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ud1b5\uacc4<br \/>\n\ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc740 2025\ub144 1,103\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 1,182\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uace0, 2031\ub144\uc5d0\ub294 1,675\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2026-2031\ub144 \ub3d9\uc548 7.21%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uad6c\ub9ac \ubc0f \uadc0\uae08\uc18d \uac00\uaca9 \ubcc0\ub3d9\uc131\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\ub294 \uace0\ubd80\uac00\uac00\uce58, \uae30\uc220\uc801\uc73c\ub85c \uc9c4\ubcf4\ub41c \ucee4\ub125\ud130 \uc194\ub8e8\uc158\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95, \uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \ud655\ub300, \ucd08\uace0\uc18d \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc694\uad6c\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uad6c\uc870\uc801\uc778 \ube44\uc6a9 \ubc0f \uaddc\ubaa8\uc758 \uc774\uc810\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc73c\ub098, \uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \uace0\uc870\ub85c \uc778\ud574 \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc73c\ub85c\uc758 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\uac00 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uacbd\uc7c1 \uac15\ub3c4\ub294 \ub514\uc790\uc778 \ubcf5\uc7a1\uc131, \uc778\uc99d \uc8fc\uae30, \ud2b9\ud5c8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub4f1\uc73c\ub85c \uc778\ud574 \uc911\uac04 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba70, \uae30\uc874 \uae30\uc5c5\ub4e4\uc740 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubc29\uc5b4\ud558\uace0 \uc2e0\ud765 \uc544\uc2dc\uc544 \uae30\uc5c5\ub4e4\uc740 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ud601\uc2e0\uc744 \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (2025\ub144 \uae30\uc900 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f 2031\ub144\uae4c\uc9c0\uc758 CAGR)<br \/>\n*   \ucee4\ub125\ud130 \uc720\ud615\ubcc4: PCB \ucee4\ub125\ud130\uac00 24.58%\ub85c \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc804\ub825 \ubc0f \uace0\uc804\uc555 EV \ucee4\ub125\ud130\uac00 8.52%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7a5\ucc29 \uad6c\uc131\ubcc4: \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \uc194\ub8e8\uc158\uc774 35.62%\uc758 \uc810\uc720\uc728\uc744 \ubcf4\uc600\uc73c\uba70, \ud328\ub110 \ub610\ub294 \ud53c\ub4dc-\uc2a4\ub8e8(feed-through) \ud615\ud0dc\uac00 8.78%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uac00\uc804\uc81c\ud488\uc774 26.92%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc774 8.33%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09\ubcc4: \ud45c\uc900 \u226410 Gbps \ucee4\ub125\ud130\uac00 41.12%\uc758 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc73c\ub098, \ucd08\uace0\uc18d \u226525 Gbps \uc194\ub8e8\uc158\uc774 8.25%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 42.05%\uc758 \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud588\uc73c\uba70, 7.88%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers)<br \/>\n*   5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \ubc0f \uad11\uc12c\uc720 \ubc31\ud640 \uace0\ubc00\ub3c4\ud654 (+1.8% CAGR \uc601\ud5a5): \ubc00\ub9ac\ubbf8\ud130\ud30c \ub300\uc5ed\uc5d0\uc11c \uc2e0\ud638 \ubb34\uacb0\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc678\ubd80 \uc2a4\ud2b8\ub808\uc2a4 \ubc0f \uc628\ub3c4 \ubcc0\ud654\uc5d0 \uacac\ub51c \uc218 \uc788\ub294 \uace0\uc8fc\ud30c \ucee4\ub125\ud130\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 5G \ub9e4\ud06c\ub85c \uc0ac\uc774\ud2b8\ub294 \uae30\uc874 4G \uc0ac\uc774\ud2b8\ubcf4\ub2e4 3~4\ubc30 \ub9ce\uc740 \uad11\uc12c\uc720\ub97c \ud1b5\ud569\ud558\uba70, \uc18c\ud615 \uc140 \uace0\ubc00\ub3c4\ud654\ub294 IP67\/IP68 \ub4f1\uae09\uc758 \ubc00\ubd09\ud615 \ucee4\ub125\ud130 \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ud0b5\ub2c8\ub2e4. \uacf5\uc7a5 \ub0b4 \uc0ac\uc124 5G \ub124\ud2b8\uc6cc\ud06c\ub294 \uc624\uc77c \ubbf8\uc2a4\ud2b8, \uc9c4\ub3d9, \uc5f4 \uc21c\ud658\uc5d0 \uac15\ud55c \uacac\uace0\ud55c \ucee4\ub125\ud130\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\uc790\uc81c\ud488 \uc18c\ud615\ud654 (+1.2% CAGR \uc601\ud5a5): \uc2a4\ub9c8\ud2b8\ud3f0, \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30, \uc0b0\uc5c5\uc6a9 \uc13c\uc11c, \uc758\ub8cc \ud328\uce58 \ub4f1\uc740 \ub354 \uc791\uc740 \uacf5\uac04\uc5d0 \ub354 \ub9ce\uc740 \uae30\ub2a5\uc744 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 0.5mm \ubbf8\ub9cc\uc758 \ud53c\uce58 \uac70\ub9ac\uc640 1mm \ubbf8\ub9cc\uc758 \ub192\uc774 \ud504\ub85c\ud30c\uc77c\uc774 \uae30\ubcf8 \uc124\uacc4 \uaddc\uce59\uc774 \ub418\uba74\uc11c, \ucee4\ub125\ud130 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc815\ubc00 \uc131\ud615, \ube44\uc804 \uac00\uc774\ub4dc \ud53d\uc564\ud50c\ub808\uc774\uc2a4, \ub808\uc774\uc800 \uc6a9\uc811 \ucc28\ud3d0 \uae30\uc220\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \uae09\uc99d (+1.5% CAGR \uc601\ud5a5): 800V \uc544\ud0a4\ud14d\ucc98 \ubc0f 350A \ucda9\uc804 \uc804\ub958\ub85c\uc758 \uc804\ud658\uc740 \uace0\uae09 \uc808\uc5f0 \ubc0f \uc5f4 \uacbd\ub85c\ub97c \ud2b9\uc9d5\uc73c\ub85c \ud558\ub294 \uace0\uc804\uc555, \uace0\uc804\ub958 \ucee4\ub125\ud130\uc758 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4. ISO 26262 \uae30\ub2a5 \uc548\uc804 \uaddc\uc815\uc740 \uc778\ud130\ub85d \ubc0f \uc544\ud06c \uacb0\ud568 \uac10\uc9c0 \uae30\ub2a5\uc744 \ub3c4\uc785\ud558\uc5ec \ubd80\ud488 \ubcf5\uc7a1\uc131\uacfc \uac80\uc99d \uc2dc\uac04\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uac01 \ubc30\ud130\ub9ac \uc804\uae30\ucc28\ub294 \ub0b4\uc5f0\uae30\uad00 \ubaa8\ub378\ubcf4\ub2e4 3~4\ubc30 \ub9ce\uc740 \ucee4\ub125\ud130\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(CPO) \ucc44\ud0dd (+0.9% CAGR \uc601\ud5a5): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc740 \uc2a4\uc704\uce58 \uc804\ub825\uc744 \uc57d 30% \uc808\uac10\ud558\uba74\uc11c 51.2 Tbps \ub300\uc5ed\ud3ed \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574 CPO\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CPO\ub294 \uad11\ud559 \uc5d4\uc9c4\uc744 ASIC \uc606\uc5d0 \ud1b5\ud569\ud558\uc5ec \ud50c\ub7ec\uadf8\ud615 \uad11\ud559 \ubd80\ud488\uc744 \uc81c\uac70\ud558\uace0 0.1\u00b5m \ubbf8\ub9cc\uc758 \uc815\ub82c \uacf5\ucc28\ub97c \uac00\uc9c4 \ub9de\ucda4\ud615 \ucd08\ub2e8\uac70\ub9ac \uad6c\ub9ac \uc778\ud130\ud3ec\uc800\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   PCIe Gen5\/Gen6 12 VHPWR GPU \uc804\ub825 \uc0ac\uc591 (+0.7% CAGR \uc601\ud5a5): AI \uac00\uc18d\uae30 \uce74\ub4dc\uc6a9 12 VHPWR \ucee4\ub125\ud130\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae00\ub85c\ubc8c \ub370\uc774\ud130 \uc13c\ud130 \ub178\ub4dc\uc5d0\uc11c \uac15\ub825\ud55c \uc8fc\ubb38\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80\uc758 \uad6d\ub0b4 \uc81c\uc870 \uc778\uc13c\ud2f0\ube0c (+0.6% CAGR \uc601\ud5a5): \ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc9c0\uc5ed\uc5d0\uc11c \uad6d\ub0b4 \uc81c\uc870\ub97c \uc7a5\ub824\ud558\ub294 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778 (Restraints)<br \/>\n*   \uad6c\ub9ac \ubc0f \uadc0\uae08\uc18d \uac00\uaca9 \ubcc0\ub3d9\uc131 (-0.8% CAGR \uc601\ud5a5): \uad6c\ub9ac \uac00\uaca9\uc774 \ud1a4\ub2f9 8,000~11,000\ub2ec\ub7ec \uc0ac\uc774\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uae08 \ub3c4\uae08 \uac00\uaca9\uc774 \uc804\ub144 \ub300\ube44 40% \uc0c1\uc2b9\ud558\uba74\uc11c \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ud45c\uc900 \ucee4\ub125\ud130\uc758 \ub9c8\uc9c4\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   0.5mm \ud53c\uce58 \ubbf8\ub9cc\uc758 \uc815\ub82c \uacf5\ucc28 (-0.6% CAGR \uc601\ud5a5): \uc18c\ud615\ud654 \ub85c\ub4dc\ub9f5\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ud53c\uce58\uac00 \uc870\ubc00\ud574\uc9d0\uc5d0 \ub530\ub77c, \uacf5\uad6c \uc815\ud655\ub3c4\ub294 \u00b10.05mm\ub97c \uc720\uc9c0\ud574\uc57c \ud558\uba70, \uc774\ub294 \uae30\uc874 \ub77c\uc778\uc5d0 \ube44\ud574 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ucd5c\ub300 80%\uae4c\uc9c0 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ucd08\ubbf8\uc138 \ud53c\uce58 SMT\uc758 \ub192\uc740 \ubd88\ub7c9\ub960 (-0.4% CAGR \uc601\ud5a5): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uc81c\uc870\uc5d0\uc11c \ucd08\ubbf8\uc138 \ud53c\uce58 \ud45c\uba74 \uc2e4\uc7a5 \uae30\uc220(SMT)\uc758 \ub192\uc740 \ubd88\ub7c9\ub960\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   IP \ub4f1\uae09 \ubc00\ubd09 \ube44\uc6a9 \uc778\ud50c\ub808\uc774\uc158 (-0.3% CAGR \uc601\ud5a5): \uae00\ub85c\ubc8c \uc0b0\uc5c5 \ud604\uc7a5\uc5d0\uc11c IP \ub4f1\uae09 \ubc00\ubd09\uc5d0 \ub300\ud55c \ube44\uc6a9 \uc778\ud50c\ub808\uc774\uc158\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ucee4\ub125\ud130 \uc720\ud615\ubcc4: EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc804\ub825 \ucee4\ub125\ud130\uc758 \uac00\uc18d\ud654<br \/>\n    *   PCB \ucee4\ub125\ud130\ub294 2025\ub144 \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 24.58%\ub97c \ucc28\uc9c0\ud558\uba70, \uc18c\ube44\uc790, \ud1b5\uc2e0, \uc0b0\uc5c5\uc6a9 \uc804\uc790\uc81c\ud488 \uc804\ubc18\uc5d0 \uac78\uccd0 \uad11\ubc94\uc704\ud558\uac8c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ud53c\uce58 \ucd95\uc18c \ubc0f \ud540 \ubc00\ub3c4 \uc99d\uac00 \ud601\uc2e0\uc5d0 \ud798\uc785\uc5b4 \uc2dc\uc7a5 \uc131\uc7a5\ub960\uacfc \ubcf4\uc870\ub97c \ub9de\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc6d0\ud615 \ubc0f \uc9c1\uc0ac\uac01\ud615 \ucee4\ub125\ud130\ub294 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc5d0\uc11c \uc2e0\ub8b0\uc131 \uc778\uc99d\uc744 \ud1b5\ud574 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uacfc \uc7a5\uae30 \uacc4\uc57d\uc744 \uc815\ub2f9\ud654\ud558\uba70 \uacac\uace0\ud55c \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uad11\uc12c\uc720 \uc778\ud130\ud398\uc774\uc2a4\ub294 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \ud504\ub860\ud2b8\ud640 \ud22c\uc790\uc640 \ud568\uaed8 \ubc88\uc131\ud558\uba70, \ub0ae\uc740 \uc0bd\uc785 \uc190\uc2e4\uacfc \uc2e4\uc678 \ub0b4\uad6c\uc131\uc774 \uc778\ud504\ub77c \uc9c0\ucd9c\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n    *   \uac00\uc7a5 \ub450\ub4dc\ub7ec\uc9c4 \uc131\uc7a5\uc740 \uc804\ub825 \ubc0f \uace0\uc804\uc555 EV \ucee4\ub125\ud130\uc5d0\uc11c \ub098\ud0c0\ub098\uba70, 2031\ub144\uae4c\uc9c0 8.52%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 800V \uc544\ud0a4\ud14d\ucc98 \ubc0f \ucd08\uace0\uc18d \ucda9\uc804 \uc218\uc694\ub97c \uc694\uad6c\ud558\ub294 \ubaa8\ub4e0 \uc0c8\ub85c\uc6b4 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 \ud50c\ub7ab\ud3fc\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc73c\uba70, \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc6c0\uc9c1\uc774\ub294 \ubd80\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc7a5\ucc29 \uad6c\uc131\ubcc4: \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc5d0\uc11c \ud328\ub110 \uc194\ub8e8\uc158\uc758 \ubd80\uc0c1<br \/>\n    *   \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \uc5b4\uc148\ube14\ub9ac\ub294 2025\ub144 \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 35.62%\ub97c \ucc28\uc9c0\ud558\uba70, \ubaa8\ubc14\uc77c \uae30\uae30, \ub178\ud2b8\ubd81, \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c\uc744 \ud2b9\uc9d5\uc73c\ub85c \ud558\ub294 \ubcf5\uc7a1\ud55c \ub2e4\uc911 \ubcf4\ub4dc \uc804\uc790 \uc544\ud0a4\ud14d\ucc98\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub429\ub2c8\ub2e4.<br \/>\n    *   \ud328\ub110 \ub610\ub294 \ud53c\ub4dc-\uc2a4\ub8e8 \uc194\ub8e8\uc158\uc740 2031\ub144\uae4c\uc9c0 8.78%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \uce90\ube44\ub2db, \uc2e4\uc678 5G \ub77c\ub514\uc624, \ubc30\ud130\ub9ac \uc800\uc7a5 \uc778\ud074\ub85c\uc800\uac00 \ubc00\ud3d0\ud615 \ubc00\ubd09 \ubc0f \ube60\ub978 \uacb0\ud569\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IP67 \ubc0f IP68 \uc900\uc218\ub294 \uc7ac\ub8cc \uce35\uacfc \uac1c\uc2a4\ud0b7 \ubcf5\uc7a1\uc131\uc744 \ucd94\uac00\ud558\uc5ec \uac00\uaca9\uc744 \uc0c1\uc2b9\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ucc28\ub7c9 \uc804\ub3d9\ud654\uac00 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4<br \/>\n    *   \uac00\uc804\uc81c\ud488\uc740 2025\ub144 26.92%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\ub098, \uac00\uaca9 \ubbfc\uac10\ub3c4\uc640 \uc9c0\uc18d\uc801\uc778 \uc18c\ud615\ud654\ub85c \uc778\ud574 \ub2e8\uc704\ub2f9 \ucee4\ub125\ud130 \uc218\uc775\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc740 8.33%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc785\ub2c8\ub2e4. \uac01 \ubc30\ud130\ub9ac \ud329\uc740 \uc140 \uc804\uc555, \ub0c9\uac01\uc218 \ud38c\ud504 \uc18d\ub3c4, \uc778\ubc84\ud130 \uc0c1\ud0dc\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\ub294 \uc218\ucc9c \uac1c\uc758 \uc2e0\ud638 \ubc0f \uc804\ub825 \ub2e8\uc790\ub97c \ud1b5\ud569\ud569\ub2c8\ub2e4. \uace0\uc18d \ud154\ub808\ub9e4\ud2f1\uc2a4, \ub77c\uc774\ub2e4 \uc2dc\uc2a4\ud15c, \ucc28\ub7c9 \ub0b4 \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8\uac00 \ubcc4\ub3c4\uc758 \ucee4\ub125\ud130 \uc2a4\ud0dd\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09\ubcc4: \ucd08\uace0\uc18d \ucee4\ub125\ud130\uc758 ASP \uc0c1\uc2b9<br \/>\n    *   \ud45c\uc900 \u226410 Gbps \uc778\ud130\ud398\uc774\uc2a4\ub294 2025\ub144 41.12%\uc758 \uc810\uc720\uc728\ub85c \uc5ec\uc804\ud788 \ubcfc\ub968 \ub9ac\ub354\uc785\ub2c8\ub2e4. \uc774 \uc81c\ud488\ub4e4\uc740 \uae30\uc874 \uc774\ub354\ub137, USB 3.x, HDMI 2.1 \uc0dd\ud0dc\uacc4\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n    *   \ucd08\uace0\uc18d \u226525 Gbps \ud615\uc2dd\uc740 \uac00\uc7a5 \uac00\ud30c\ub978 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP) \uc0c1\uc2b9\uc744 \ubcf4\uc774\uba70 8.25%\uc758 CAGR\uc744 \uae30\ub85d\ud569\ub2c8\ub2e4. 400G \ubc0f 800G \uc2a4\uc704\uce58 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \ub0b4\uc5d0\uc11c \uac00\uc18d\ud654\ub428\uc5d0 \ub530\ub77c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. PCIe Gen5 \ubc0f Gen6 \uc6cc\ud06c\ub85c\ub4dc\ub294 AI \uac00\uc18d\uae30 \uce74\ub4dc\uc6a9 12 VHPWR \ucee4\ub125\ud130\ub97c \ud65c\uc6a9\ud558\uc5ec Tier-1 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uacac\uace0\ud55c \uc8fc\ubb38\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc7ac\ub8cc\ubcc4: \uad6c\ub9ac-\ub2c8\ucf08-\uc2e4\ub9ac\ucf58 \ud569\uae08\uc758 \ubd80\uc0c1<br \/>\n    *   \uad6c\ub9ac \ud569\uae08 \ucee4\ub125\ud130\ub294 2025\ub144 36.22%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc6b0\uc218\ud55c \uc804\ub3c4\uc131\uacfc \ud655\uace0\ud55c \uacf5\uae09\ub9dd \ub355\ubd84\uc785\ub2c8\ub2e4.<br \/>\n    *   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc740 \uad6c\ub9ac-\ub2c8\ucf08-\uc2e4\ub9ac\ucf58 \ud569\uae08\uc73c\ub85c, 8.84%\uc758 CAGR\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \ud569\uae08\uc740 \uc778\uccad\ub3d9\uacfc \uc720\uc0ac\ud55c \uc804\ub3c4\uc131\uc5d0\uc11c \ub354 \ub098\uc740 \uc751\ub825 \uc644\ud654 \ubc0f \uc2a4\ud504\ub9c1 \ud2b9\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 800V \ubc30\ud130\ub9ac \ucee4\ub125\ud130\uc5d0 \uc774 \ud569\uae08\uc744 \ucc44\ud0dd\ud558\uc5ec \uc218\uc2ed\ub9cc \ud68c\uc758 \ubd80\ud558 \uc8fc\uae30 \ub3d9\uc548 \ub0ae\uc740 \uc811\ucd09 \uc800\ud56d\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 42.05%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70, \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc774 \ubc18\ub3c4\uccb4, \uc2a4\ub9c8\ud2b8\ud3f0, EV \uc0dd\uc0b0\uc744 \ud1b5\ud569\ub41c \uacf5\uae09 \uc0dd\ud0dc\uacc4\uc5d0 \uc9d1\uc911\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. 2031\ub144\uae4c\uc9c0 7.88%\uc758 CAGR\uc774 \uc608\uc0c1\ub418\uba70, \uad6d\ub0b4 5G \uae30\uc9c0\uad6d \uad6c\ucd95\uacfc \ud604\uc9c0 EV \ube0c\ub79c\ub4dc\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: AI \ubc0f \uba38\uc2e0\ub7ec\ub2dd \uc11c\ube44\uc2a4\ub97c \uc9c0\uc6d0\ud558\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uc5d0 \ud798\uc785\uc5b4 \ub9e4\ucd9c\uc5d0\uc11c \ub450 \ubc88\uc9f8\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc740 800G \uad11\ud559 \ub9c1\ud06c\uc640 12 VHPWR \uc804\ub825 \uacf5\uae09\uc744 \uc694\uad6c\ud558\uba70, \ud604\uc9c0 \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc0c8\ub85c\uc6b4 \ucee4\ub125\ud130 \ub77c\uc778\uc744 \uc778\uc99d\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc790\ub3d9\ucc28 \uc804\ub3d9\ud654 \ubc0f \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud55c \ud655\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \uacf5\uc791\uae30\uacc4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 10g \uc9c4\ub3d9 \ud504\ub85c\ud30c\uc77c\uc5d0 \uacac\ub51c \uc218 \uc788\ub294 M12 \ubc0f \ud478\uc2dc-\ud480 \ucee4\ub125\ud130\ub97c \uc9c0\uc815\ud558\uc5ec \uacac\uace0\ud55c \ud615\uc2dd\uc5d0 \ub300\ud55c \ud504\ub9ac\ubbf8\uc5c4 \uc8fc\ubb38\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<br \/>\n\ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc740 \uc804\uc555, \uc18d\ub3c4, \ud658\uacbd \ubc94\uc8fc\uc5d0 \uac78\uccd0 \ubaa8\ub4e0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4\uac00 \uc81c\uacf5\ud558\uc9c0 \ubabb\ud558\uae30 \ub54c\ubb38\uc5d0 \uc911\uac04 \uc815\ub3c4\ub85c \ubd84\uc0b0\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. TE Connectivity, Amphenol, Molex\uc640 \uac19\uc740 \uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc740 \uae00\ub85c\ubc8c \ud234\ub9c1 \ub124\ud2b8\uc6cc\ud06c, \uc218\uc9c1 \ud1b5\ud569, \uc218\ucc9c \uac1c\uc758 \ud65c\uc131 \ud2b9\ud5c8\ub97c \ud65c\uc6a9\ud558\uc5ec \ub514\uc790\uc778-\uc708 \ud30c\uc774\ud504\ub77c\uc778\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Hirose \ub610\ub294 Samtec\uc640 \uac19\uc740 \uc804\ubb38 \uc5c5\uccb4\ub4e4\uc740 \ubbfc\ucca9\ud55c R&#038;D\uc640 \uc804\ub2f4 \uace0\uac1d \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud300\uc744 \uacb0\ud569\ud558\uc5ec \ucd08\ubbf8\uc138 \ud53c\uce58 \ubc0f \uace0\uc18d \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0\uc11c \uc131\uacf5\uc744 \uac70\ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \uc804\ub7b5\uc740 \ub178\ub3d9 \ube44\uc6a9 \ubcc0\ub3d9\uc131\uc744 \uc904\uc774\uace0 0.4mm \ubbf8\ub9cc \ud53c\uce58\uc5d0\uc11c \uccab \ud1b5\uacfc \uc218\uc728\uc744 \uac1c\uc120\ud558\ub294 \uc790\ub3d9\ud654 \ud22c\uc790\ub85c \uae30\uc6b8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc120\ub3c4 \uae30\uc5c5\ub4e4\uc740 \uc790\ub3d9\ucc28 OEM\uc774 \uc694\uad6c\ud558\ub294 \ubb34\uacb0\ud568 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574 \uc778\ub77c\uc778 X-\ub808\uc774 \uac80\uc0ac \ubc0f \ud3d0\uc1c4 \ub8e8\ud504 \ub3c4\uae08 \ub450\uaed8 \uc81c\uc5b4\ub97c \ubc30\ud3ec\ud569\ub2c8\ub2e4. \uae30\uc5c5 \uc778\uc218\ud569\ubcd1(M&#038;A)\ub3c4 \ud65c\ubc1c\ud558\uba70, Amphenol\uc758 Carlisle Interconnect \uc778\uc218\ub294 \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c\uc758 \uc785\uc9c0\ub97c \ub113\ud788\uace0 \ud639\ub3c5\ud55c \ud658\uacbd \ub178\ud558\uc6b0\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58, \uad11\ud559, \ub0c9\uac01 \uc544\ud0a4\ud14d\ucc98\uac00 \uc735\ud569\ub428\uc5d0 \ub530\ub77c \ud30c\ud2b8\ub108\uc2ed\ub3c4 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. Foxconn Interconnect Technology\uc640 NVIDIA\uc758 \uacf5\ub3d9 \ud504\ub85c\uadf8\ub7a8\uc740 \ub0c9\uac01 \ucc44\ub110\uacfc \uac10\uc9c0 \ud540 \ub85c\uc9c1\uc744 \ud1b5\ud569\ud55c GPU \uc804\uc6a9 \uc804\ub825 \uc778\ud130\ucee4\ub125\ud2b8 \uacf5\ub3d9 \uac1c\ubc1c\uc758 \uc88b\uc740 \uc608\uc785\ub2c8\ub2e4. 1.6T \uad11\ud559 \ucee4\ub125\ud130, 800V EV \uc778\ud130\ud398\uc774\uc2a4, \uc218\uc18c \ub300\uc751 \uc804\ub825 \ucee4\ub125\ud130 \ub4f1 \uc0c8\ub85c\uc6b4 \uc7ac\ub8cc \uacfc\ud559\uacfc \ud45c\uc900 \ucc38\uc5ec\ub97c \uc694\uad6c\ud558\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \uae30\ud68c\ub3c4 \uc5ec\uc804\ud788 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\nAmphenol Corporation, TE Connectivity Limited, Molex LLC, Aptiv PLC, Yazaki Corporation<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<br \/>\n*   2025\ub144 2\uc6d4: TE Connectivity\ub294 800V EV \uc2dc\uc2a4\ud15c\uc744 \ubaa9\ud45c\ub85c \uba55\uc2dc\ucf54\uc758 \uace0\uc804\uc555 \ucee4\ub125\ud130 \uc81c\uc870 \ud655\uc7a5\uc5d0 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud55c\ub2e4\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Amphenol\uc740 Carlisle Interconnect Technologies\ub97c 21\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad70\uc0ac \uc0c1\ud638 \uc5f0\uacb0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: Molex\ub294 51.2 Tbps \uc2a4\uc704\uce6d \ub4f1\uae09\uc758 \uc0c8\ub85c\uc6b4 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4 \ucee4\ub125\ud130 \ud50c\ub7ab\ud3fc\uc744 \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 11\uc6d4: Hirose\ub294 \ubca0\ud2b8\ub0a8\uc5d0 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uacf5\uc7a5\uc744 \uac1c\uc124\ud558\uc5ec \uac00\uc804\uc81c\ud488 \ubc0f \uc790\ub3d9\ucc28\uc6a9 \ucd08\ubbf8\uc138 \ud53c\uce58 \ucee4\ub125\ud130 \uc0dd\uc0b0\uc5d0 \uc8fc\ub825\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860<br \/>\n\ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc740 5G, \uc804\uae30\ucc28, \ub370\uc774\ud130 \uc13c\ud130 \uae30\uc220\uc758 \ubc1c\uc804\uacfc \ud568\uaed8 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220\uc801 \ubcf5\uc7a1\uc131\uacfc \ub192\uc740 \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc778\ud574 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba70, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \ud601\uc2e0\uacfc \uc804\ub7b5\uc801 \uc778\uc218\ub97c \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub294 \uac00\uc6b4\ub370, \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\uc640 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uac00 \ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc7ac\ub8cc \uacfc\ud559\uc758 \ubc1c\uc804\uacfc \uc0c8\ub85c\uc6b4 \ud45c\uc900 \ucc38\uc5ec\ub294 \ubbf8\ub798 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \uacb0\uc815\ud558\ub294 \uc911\uc694\ud55c \uc694\uc18c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub370\uc774\ud130, \uc2e0\ud638 \ubc0f \uc804\ub825 \uc804\uc1a1\uc744 \uc704\ud55c \uc5f0\uacb0 \uc7a5\uce58\uc778 \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc218\uc694\uc640 \uacf5\uae09, \ud604\uc7ac \ubc0f \ubbf8\ub798 \ub3d9\ud5a5\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8e8\uba70, \ucee4\ub125\ud130 \uc720\ud615, \uc7a5\ucc29 \uad6c\uc131, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5, \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09, \uc7ac\ub8cc \ubc0f \uc9c0\uc5ed\ubcc4 \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub610\ud55c, COVID-19 \ud32c\ub370\ubbf9\uc758 \uc2dc\uc7a5 \uc601\ud5a5\uacfc \ud568\uaed8 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \ubc0f \uad11\uc12c\uc720 \ubc31\ud640 \uace0\ubc00\ub3c4\ud654, \uc804\uc790 \ubd80\ud488 \uc18c\ud615\ud654, \uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \uae09\uc99d\uc5d0 \ub530\ub978 \uace0\uc804\uc555\/\uace0\uc804\ub958 \ucee4\ub125\ud130 \uc218\uc694 \uc99d\uac00\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(CPO)\ub294 \ucd08\ub2e8\uac70\ub9ac \uad6c\ub9ac \ubc0f \uad11\ud559 I\/O \ucee4\ub125\ud130 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uba70, \ub370\uc774\ud130\uc13c\ud130 \uc11c\ubc84\uc5d0\uc11c\ub294 PCIe Gen5\/Gen6 12VHPWR GPU \uc804\ub825 \uc0ac\uc591\uc774 \ud45c\uc900\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub354\ubd88\uc5b4, \ubbf8\uad6d \ubc0f EU\uc758 CHIPS Act\uc640 \uac19\uc740 \uc815\ubd80\uc758 \uad6d\ub0b4 \ucee4\ub125\ud130 \uc81c\uc870 \uc7a5\ub824 \uc815\ucc45\ub3c4 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uad6c\ub9ac \ubc0f \uadc0\uae08\uc18d \ub3c4\uae08 \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131, 0.5mm \ud53c\uce58 \uc774\ud558\uc758 \uc124\uacc4 \ubcf5\uc7a1\uc131 \ubc0f \uc815\ub82c \uacf5\ucc28 \ubb38\uc81c, \ucd08\ubbf8\uc138 \ud53c\uce58 SMT \ucee4\ub125\ud130\uc758 \ub192\uc740 \uc2a4\ud06c\ub7a9 \ubc0f \uc7ac\uc791\uc5c5\ub960(7% \uc774\uc0c1)\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc5e3\uc9c0\/IIoT \ubc30\ud3ec\uc5d0\uc11c IP \ub4f1\uae09 \ubc00\ubd09 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud55c BOM(\uc790\uc7ac \uba85\uc138\uc11c) \ube44\uc6a9 \uc0c1\uc2b9 \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \ucf00\uc774\ube14 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc740 2026\ub144\uc5d0 1,182\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.21%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \ud2b9\ud788, \uc804\uae30\ucc28 \ucc44\ud0dd \ud655\ub300\uc5d0 \ud798\uc785\uc5b4 \uc804\ub825 \ubc0f \uace0\uc804\uc555 EV \ucee4\ub125\ud130\uac00 8.52%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc804\uc790 \ubc0f EV \uc81c\uc870 \uc9d1\uc911, \ud1b5\ud569\ub41c \uacf5\uae09\ub9dd, 5G \ubc30\ud3ec \ubaa8\uba58\ud140\uc5d0 \uae30\ubc18\ud558\uc5ec \uc2dc\uc7a5 \uc810\uc720\uc728 42.05%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f \uba38\uc2e0\ub7ec\ub2dd \uc11c\ubc84, 800G \ub124\ud2b8\uc6cc\ud06c \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 25Gbps \uc774\uc0c1\uc758 \ucd08\uace0\uc18d \ucee4\ub125\ud130 \uc218\uc694\ub97c \uacac\uc778\ud558\uba70 8.25%\uc758 CAGR\ub85c \uc131\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, \uad6c\ub9ac \ubc0f \uae08 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uc7ac\ub8cc\ube44\uac00 \uc870\ub9bd \ube44\uc6a9\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\ubbc0\ub85c \uc608\uce21 CAGR\uc5d0\uc11c \ucd5c\ub300 0.8%\ud3ec\uc778\ud2b8\ub97c \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\ub294 \uc704\ud5d8 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 TE Connectivity, Amphenol, Molex, Hirose, Samtec \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uace0\uc804\uc555 EV \ub77c\uc778, \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4, 224G \uc2e0\ud638 \ubb34\uacb0\uc131 \uc124\uacc4\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ud1b5\ud574 \uae30\uc220 \ud601\uc2e0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\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-38238","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\/38238"}],"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=38238"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/38238\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=38238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=38238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=38238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}