{"id":38298,"date":"2026-02-12T02:07:28","date_gmt":"2026-02-12T02:07:28","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/white-box-server-market-mordor\/"},"modified":"2026-10-02T20:01:35","modified_gmt":"2026-10-02T11:01:35","slug":"white-box-server-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/white-box-server-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud654\uc774\ud2b8\ubc15\uc2a4 \uc11c\ubc84 \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\/white-box-server-market-1750745815977-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\/white-box-server-market-size-image-1768934058283.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 \ub9de\ucda4\ud615 CapEx \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc6cc\ud06c\ub85c\ub4dc \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 AI \/ GPU \uc9d1\uc57d\uc801 \uc6cc\ud06c\ub85c\ub4dc \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 Open Compute Project \uc0dd\ud0dc\uacc4 \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.5 \uad6c\uc131 \uac00\ub2a5\ud55c \ubd84\uc0b0 \uc778\ud504\ub77c \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 \uad6d\uac00 \uac1c\ubc29\ud615 \ud558\ub4dc\uc6e8\uc5b4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8<\/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 \uc81c\ud55c\uc801\uc778 ODM \uae00\ub85c\ubc8c \uc11c\ube44\uc2a4 \ubc94\uc704<\/li>\n<li class=\"toc-level-3\">4.3.2 \uae30\uc5c5 \ube0c\ub79c\ub4dc \ubcf4\uc99d \uc778\uc2dd \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.3 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ucde8\uc57d\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \ud38c\uc6e8\uc5b4 \/ \uc2e0\ub8b0\uc810 \ubcf4\uc548 \uaca9\ucc28<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc8fc\uc694 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c \ud3c9\uac00<\/li>\n<li class=\"toc-level-2\">4.5 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.7 \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790 \uc601\ud5a5 \ud3c9\uac00<\/li>\n<li class=\"toc-level-2\">4.8 \uc8fc\uc694 \uc0ac\uc6a9 \uc0ac\ub840 \ubc0f \uc0ac\ub840 \uc5f0\uad6c<\/li>\n<li class=\"toc-level-2\">4.9 \uc2dc\uc7a5\uc758 \uac70\uc2dc\uacbd\uc81c\uc801 \uc694\uc778\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.10 \ud22c\uc790 \ubd84\uc11d<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uc138\ubd84\ud654<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc11c\ubc84 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub799 \ub9c8\uc6b4\ud2b8 \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.2 GPU \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud2b8\uc708 \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.4 \ube14\ub808\uc774\ub4dc \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc2a4\ud1a0\ub9ac\uc9c0 \uc11c\ubc84<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 x86 \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.2.2 \ube44 x86 \uc11c\ubc84 (ARM, RISC-V, POWER)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc870\uc9c1 \uaddc\ubaa8\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ub300\uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc911\uc18c\uae30\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 IT \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud5ec\uc2a4\ucf00\uc5b4<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.4.4 BFSI<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.6 \uc815\ubd80 \ubc0f \uad6d\ubc29<\/li>\n<li class=\"toc-level-3\">5.4.7 \uae30\ud0c0 (\uc219\ubc15, \ubbf8\ub514\uc5b4 \ubc0f \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8)<\/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-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/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 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \ub3c5\uc77c<\/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 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ubd81\uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.4.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.4.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.4.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.4.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.4.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.4.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.4.2.3 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.4.2.4 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.5.5.6 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.5.7 \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.5.8 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \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, \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 \uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 \ucf74\ud0c0 \ucef4\ud4e8\ud130 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc704\uc708 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc778\uc2a4\ud37c \uc804\uc790 \uc815\ubcf4 \uc0b0\uc5c5 Co.<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc778\ubca4\ud14d Corp.<\/li>\n<li class=\"toc-level-3\">6.4.6 MiTAC\/\ud0c0\uc774\uc548 \ucef4\ud4e8\ud130 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc140\ub808\uc2a4\ud2f0\uce74 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 \ud558\uc774\ube0c \uc194\ub8e8\uc158\uc988<\/li>\n<li class=\"toc-level-3\">6.4.9 \uc5b4\ub4dc\ubc34\ud14d Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 \ub798\ub514\uc2dc\uc2a4 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.11 \uc5d0\ucfe0\uc2a4 \ucef4\ud4e8\ud2b8 \uc194\ub8e8\uc158\uc988<\/li>\n<li class=\"toc-level-3\">6.4.12 \uc2a4\ub9c8\ud2b8 \uae00\ub85c\ubc8c \ud640\ub529\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 \ud3ad\uadc4 \ucef4\ud4e8\ud305 (SGH)<\/li>\n<li class=\"toc-level-3\">6.4.14 \ud3ed\uc2a4\ucf58 \uae30\uc220 \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.15 \ub378 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 (OCP \uc900\uc218 SKU)<\/li>\n<li class=\"toc-level-3\">6.4.16 \ud734\ub81b \ud329\ucee4\ub4dc \uc5d4\ud130\ud504\ub77c\uc774\uc988 (OCP \uc900\uc218 SKU)<\/li>\n<li class=\"toc-level-3\">6.4.17 \ub808\ub178\ubc84 \uadf8\ub8f9 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 \uae30\uac00\ubc14\uc774\ud2b8 \ud14c\ud06c\ub180\ub85c\uc9c0 Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 \uc560\uc988\ub77d \ub799 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 ASUS \ud074\ub77c\uc6b0\ub4dc &amp; \uc11c\ubc84 BU<\/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>\ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\ub825 \ubc0f \ub3d9\ud5a5 \ubd84\uc11d (2026-2031)<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5\uc740 2025\ub144 210\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 488\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 15.05%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc758 \ucc44\ud0dd \uac00\uc18d\ud654, AI \ubc0f GPU \uc9d1\uc57d\uc801 \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00, \uadf8\ub9ac\uace0 ODM(Original Design Manufacturer) \uc9c1\uc811 \uc870\ub2ec\uc758 \ube44\uc6a9 \uc774\uc810\uc5d0 \ud798\uc785\uc740 \ubc14 \ud07d\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc11c\ubc84\ub97c \uc0c1\ud488\ud654\ub41c \uc778\ud504\ub77c\ub85c \uc778\uc2dd\ud558\uace0 \uc788\uc73c\uba70, \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO)\uc744 \ub0ae\ucd94\ub294 \ub9de\ucda4\ud615 \uad6c\uc131\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \ub300\ub9cc\uc758 ODM \ud074\ub7ec\uc2a4\ud130\ub294 \ube60\ub978 \uc124\uacc4 \ubc18\ubcf5\uacfc \uacbd\uc7c1\ub825 \uc788\ub294 \uac00\uaca9\uc744 \uc81c\uacf5\ud558\uc5ec \uad6c\ub9e4\uc790\uac00 \uc804\ud1b5\uc801\uc778 OEM\uc758 \ub9c8\uc9c4\uc744 \uc6b0\ud68c\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. Open Compute Project(OCP) \ud558\uc758 \ud45c\uc900\ud654 \ub178\ub825\uc740 \ud1b5\ud569 \ubcf5\uc7a1\uc131\uc744 \ub354\uc6b1 \uc904\uc5ec \uad11\ubc94\uc704\ud55c \uae30\uc5c5 \ucc44\ud0dd\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<br \/>\n*   \uc870\uc0ac \uae30\uac04: 2021\ub144 &#8211; 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 242\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 488\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031): \uc5f0\ud3c9\uade0 15.05%<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: \ubd81\ubbf8<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \ub192\uc74c<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<br \/>\n*   \uc11c\ubc84 \uc720\ud615\ubcc4: 2025\ub144 \ub799 \ub9c8\uc6b4\ud2b8 \uc11c\ubc84\uac00 \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 41.90%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, GPU \uc11c\ubc84\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 16.98%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud504\ub85c\uc138\uc11c \uc544\ud0a4\ud14d\ucc98\ubcc4: 2025\ub144 x86 \uc11c\ubc84\uac00 \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5\uc758 91.45% \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\ub098, ARM \ubc0f RISC-V \ud504\ub85c\uc138\uc11c\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 23.52%\ub85c \ube60\ub974\uac8c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc870\uc9c1 \uaddc\ubaa8\ubcc4: 2025\ub144 \ub300\uae30\uc5c5\uc774 \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 63.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uc18c\uae30\uc5c5(SME)\uc740 \uc5f0\ud3c9\uade0 13.74%\ub85c \ucc44\ud0dd\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc774 \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5\uc758 28.15%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud5ec\uc2a4\ucf00\uc5b4 \ubd80\ubb38\uc774 \uc5f0\ud3c9\uade0 15.62%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc0b0\uc5c5\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \ubd81\ubbf8\uac00 \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 35.05%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.18%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825<br \/>\n1.  \ub9de\ucda4\ud615 \uad6c\uc131\uc73c\ub85c \uc778\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CapEx) \uc808\uac10 (+3.2% \uc601\ud5a5): \ud654\uc774\ud2b8 \ubc15\uc2a4 \uad6c\uc131\uc740 \uc720\uc0ac\ud55c OEM \uc2dc\uc2a4\ud15c \ub300\ube44 25-30%\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud558\uba70, \uc870\uc9c1\uc740 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ud544\uc694\ud55c \uad6c\uc131 \uc694\uc18c\ub9cc \uad6c\ub9e4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc801\ud654\ub41c \ube4c\ub4dc\ub294 \uc804\ub825 \uc18c\ube44\uc640 \ub0c9\uac01 \uc790\uc6d0\uc744 \uc904\uc5ec \uc6b4\uc601 \ube44\uc6a9 \uc808\uac10\uc5d0\ub3c4 \uae30\uc5ec\ud569\ub2c8\ub2e4. \uc774\ub294 \ubd81\ubbf8\uc640 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \ud2b9\ud788 \uac15\ud558\uba70, \uc911\uae30\uc801(2-4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n2.  \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc6cc\ud06c\ub85c\ub4dc \uae09\uc99d (+4.1% \uc601\ud5a5): \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \ub300\uaddc\ubaa8 \uc11c\ubc84 \uad6c\ucd95\uc5d0 \uc788\uc5b4 \ube0c\ub79c\ub4dc\ubcf4\ub2e4 \ube60\ub978 \ub9ac\ub4dc \ud0c0\uc784\uc744 \uc911\uc694\ud558\uac8c \uc5ec\uae41\ub2c8\ub2e4. \ud3ed\uc2a4\ucf58\uc740 2025\ub144 AI \uc11c\ubc84\uac00 \uc804\uccb4 \uc11c\ubc84 \ub9e4\ucd9c\uc758 50%\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc774\ub294 GPU \uc9d1\uc57d\uc801 \ube4c\ub4dc\ub85c\uc758 \uc804\ud658\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. ODM \uc9c1\uc811 \uc870\ub2ec\uc740 \ubc30\ud3ec \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \ub192\uc5ec, \uc5ec\ub7ec \uc9c0\uc5ed\uc5d0 \uac78\uccd0 \uc5e3\uc9c0 \uc704\uce58\ub97c \uc77c\uad00\ub418\uac8c \ud655\uc7a5\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \ubd81\ubbf8\uc640 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc5d0\uc11c \ub2e8\uae30\uc801(\u2264 2\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n3.  AI\/GPU \uc9d1\uc57d\uc801 \uc6cc\ud06c\ub85c\ub4dc \ucc44\ud0dd \uc99d\uac00 (+3.8% \uc601\ud5a5): AI \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc640 \uac00\uc18d \ucef4\ud4e8\ud305\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc8fc\ub958 \uc124\uacc4\ub85c\ub294 \uac10\ub2f9\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ub178\uc2a4\uc6e8\uc2a4\ud134 \uba54\ub514\uc2e0\uc740 NVIDIA H100 \uc2dc\uc2a4\ud15c \ub3c4\uc785 \ud6c4 \ubc29\uc0ac\uc120 \ucc98\ub9ac\ub7c9\uc744 40% \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ud654\uc774\ud2b8 \ubc15\uc2a4 \uacf5\uae09\uc5c5\uccb4\ub294 \ucd5c\uc2e0 GPU\uc640 \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc744 \uba87 \uc8fc \ub0b4\uc5d0 \ud1b5\ud569\ud558\uc5ec OEM\uc758 \uc81c\ud488 \uc8fc\uae30\ubcf4\ub2e4 \ube60\ub974\uac8c \ub300\uc751\ud569\ub2c8\ub2e4. \uc774\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc8fc\ub85c, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc5d0\uc11c \ubd80\ucc28\uc801\uc73c\ub85c \ub2e8\uae30\uc801(\u2264 2\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n4.  Open Compute Project(OCP) \uc0dd\ud0dc\uacc4 \ud655\uc7a5 (+2.1% \uc601\ud5a5): OCP \ucc38\uc870 \uc124\uacc4\ub294 \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc744 \ub2e8\uc21c\ud654\ud558\uace0, \ub9de\ucda4\ud615 \ud558\ub4dc\uc6e8\uc5b4 \ucc44\ud0dd\uc744 \uc8fc\uc800\ud588\ub358 \uae30\uc5c5\ub4e4\uc758 \uac80\uc99d \uc2dc\uac04\uc744 \ub2e8\ucd95\uc2dc\ud0b5\ub2c8\ub2e4. OCP \uac00\uc774\ub4dc\ub77c\uc778\uc5d0 \ub530\ub77c \ud310\ub9e4\ub418\ub294 \ud558\ub4dc\uc6e8\uc5b4\ub294 2025\ub144 460\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub97c \ub118\uc5b4 \uad6c\ub9e4\uc790 \uae30\ubc18\uc744 \ud655\ub300\ud569\ub2c8\ub2e4. \ud45c\uc900\ud654\ub41c \uad6c\uc131 \uc694\uc18c\ub294 \ubca4\ub354 \uc885\uc18d\uc744 \uc904\uc774\uace0 \ub2e4\uc911 \uc18c\uc2f1 \uc804\ub7b5\uc744 \uc6a9\uc774\ud558\uac8c \ud569\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \ubd81\ubbf8\uc5d0\uc11c \uc911\uae30\uc801(2-4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n5.  \uad6c\uc131 \uac00\ub2a5\ud55c \ubd84\uc0b0\ud615 \uc778\ud504\ub77c (Composable Disaggregated Infrastructure) (+1.4% \uc601\ud5a5): \uc774\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc8fc\ub85c, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc5d0\uc11c \uc0c8\ub86d\uac8c \ubd80\uc0c1\ud558\uba70 \uc7a5\uae30\uc801(\u2265 4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n6.  \uad6d\uac00\ubcc4 \uc624\ud508 \ud558\ub4dc\uc6e8\uc5b4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8 (+0.9% \uc601\ud5a5): \uc720\ub7fd\uc5d0\uc11c \uc8fc\ub85c, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc5d0\uc11c \uc0c8\ub86d\uac8c \ubd80\uc0c1\ud558\uba70 \uc7a5\uae30\uc801(\u2265 4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778<br \/>\n1.  \uc81c\ud55c\uc801\uc778 ODM \uae00\ub85c\ubc8c \uc11c\ube44\uc2a4 \ubc94\uc704 (-1.8% \uc601\ud5a5): \ub300\ubd80\ubd84\uc758 ODM\uc740 \uc11c\ube44\uc2a4 \uc13c\ud130\ub97c \uc544\uc2dc\uc544\uc5d0 \uc9d1\uc911\uc2dc\ucf1c, \ub2e4\ub978 \uc9c0\uc5ed\uc758 \uae30\uc5c5\ub4e4\uc740 24\uc2dc\uac04 \uc5f0\uc911\ubb34\ud734 \ud604\uc7a5 \uad50\uccb4 \ud504\ub85c\uadf8\ub7a8\uc744 \uc774\uc6a9\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc6b4\uc601\ud558\ub294 \uc870\uc9c1\uc740 \ud558\ub4dc\uc6e8\uc5b4 \uc808\uac10\uc561\ubcf4\ub2e4 \uc7a0\uc7ac\uc801 \ub2e4\uc6b4\ud0c0\uc784 \ube44\uc6a9\uc744 \ub354 \ub192\uac8c \ud3c9\uac00\ud558\uc5ec, \uc804 \uc138\uacc4 \ubd80\ud488 \ucc3d\uace0\uc640 \ud604\uc7a5 \uc5d4\uc9c0\ub2c8\uc5b4\ub97c \uc720\uc9c0\ud558\ub294 OEM\uc744 \uc120\ud638\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \uc911\uae30\uc801(2-4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n2.  \uae30\uc5c5\uc758 \uc57d\ud55c \ube0c\ub79c\ub4dc\/\ubcf4\uc99d \uc778\uc2dd (-2.1% \uc601\ud5a5): \uc704\ud5d8 \ud68c\ud53c\uc801\uc778 IT \uad00\ub9ac\uc790\ub4e4\uc740 \uc775\uc219\ud55c \ub85c\uace0\ub97c \uc2e0\ub8b0\uc131\uacfc \ub3d9\uc77c\uc2dc\ud569\ub2c8\ub2e4. \uc720\uc0ac\ud55c \ubcf4\uc99d \uc870\uac74\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ub35c \uc54c\ub824\uc9c4 \ube0c\ub79c\ub4dc\ub294 \uac10\uc0ac \ucd94\uc801\uc774 \uc624\ub798\ub41c \ubca4\ub354\ub97c \uc120\ud638\ud558\ub294 \uaddc\uc81c \uc0b0\uc5c5\uc5d0\uc11c \uba74\ubc00\ud55c \uc870\uc0ac\ub97c \ubc1b\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc2dd \uaca9\ucc28\ub294 \uc7a5\uc560\ub97c \uc6a9\ub0a9\ud560 \uc218 \uc5c6\ub294 \uc6cc\ud06c\ub85c\ub4dc\uc758 \ucc44\ud0dd\uc744 \ub2a6\ucda5\ub2c8\ub2e4. \uc774\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \ub2e8\uae30\uc801(\u2264 2\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n3.  \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ucde8\uc57d\uc131 (-1.6% \uc601\ud5a5): \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0 \uc9d1\uc911\uc801\uc73c\ub85c \ub2e8\uae30\uc801(\u2264 2\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n4.  \ud38c\uc6e8\uc5b4\/\uc2e0\ub8b0\uc810(root-of-trust) \ubcf4\uc548 \uaca9\ucc28 (-0.7% \uc601\ud5a5): \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc720\ub7fd\uacfc \ubd81\ubbf8\uc758 \uaddc\uc81c \ucd08\uc810\uc5d0\uc11c \uc7a5\uae30\uc801(\u2265 4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<br \/>\n*   \uc11c\ubc84 \uc720\ud615\ubcc4: 2025\ub144 \ub799 \ub9c8\uc6b4\ud2b8 \uc11c\ubc84\uac00 41.90%\uc758 \uc810\uc720\uc728\ub85c \ud604\ub300 \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc9c0\ubc30\ud588\uc9c0\ub9cc, AI \ud6c8\ub828 \ubc0f \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\ub85c GPU \uc11c\ubc84\ub294 \uc5f0\ud3c9\uade0 16.98%\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Supermicro\uac00 \uc77c\ubcf8\uc5d0\uc11c \uc81c\uacf5\ud558\ub294 \uc561\uccb4 \ub0c9\uac01 AI \uc288\ud37c\ud074\ub7ec\uc2a4\ud130\ub294 \uc804\ub825 \ud55c\uacc4\ub97c \ub118\uc9c0 \uc54a\uc73c\uba74\uc11c \ubc00\ub3c4\ub97c \ub192\uc774\ub294 \uc804\ubb38 \uc5f4 \uc194\ub8e8\uc158\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ud2b8\uc708 \uc11c\ubc84\ub294 \ub370\uc774\ud130 \uc9d1\uc57d\uc801 \ubd84\uc11d \ubc0f \uace0\ubc00\ub3c4 \ucef4\ud4e8\ud305 \ub178\ub4dc\uc5d0 \uc0ac\uc6a9\ub418\uba70, \ube14\ub808\uc774\ub4dc \ud50c\ub7ab\ud3fc\uc740 \ud2c8\uc0c8 \uae30\uc5c5 \ubc30\ud3ec\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4. \uc774\ub294 \uc77c\ubc18 \uc11c\ubc84\uc5d0\uc11c \uc6cc\ud06c\ub85c\ub4dc\ubcc4 \ud558\ub4dc\uc6e8\uc5b4\ub85c\uc758 \uc804\ud658\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<br \/>\n*   \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4: 2025\ub144 x86 \ud50c\ub7ab\ud3fc\uc774 91.45%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uad6c\ub9e4\uc790\ub4e4\uc774 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uc744 \uc6b0\uc120\uc2dc\ud558\uba74\uc11c ARM \ubc0f RISC-V \uce69\uc740 \uc5f0\ud3c9\uade0 23.52%\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc804 \uc138\uacc4 ARM \uc11c\ubc84 \uc124\uce58\uc758 40%\ub97c \ucc28\uc9c0\ud558\uba70, \uad6d\uac00 IT \uc815\ucc45\uc774 \ube44x86 \uc635\uc158\uc744 \uc9c0\uc9c0\ud568\uc5d0 \ub530\ub77c \uc774 \uc218\uce58\ub294 \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. ODM\uc740 OEM\ubcf4\ub2e4 \ube60\ub974\uac8c \uc0c8\ub85c\uc6b4 \uc2e4\ub9ac\ucf58\uc744 \ud1b5\ud569\ud560 \uc218 \uc788\uc5b4 \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc0b0\uc5c5\uc5d0 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4 \uc131\uc219\ub3c4\uac00 \uc8fc\uc694 \uacfc\uc81c\uc774\uc9c0\ub9cc, \ucee8\ud14c\uc774\ub108\ud654 \ubc0f \uad50\ucc28 \ucef4\ud30c\uc77c\uc740 \ub9ce\uc740 \ub9c8\uc774\ud06c\ub85c\uc11c\ube44\uc2a4\uc758 \ud638\ud658\uc131 \uc7a5\ubcbd\uc744 \uc644\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc870\uc9c1 \uaddc\ubaa8\ubcc4: \ub300\uae30\uc5c5\uc774 63.35%\uc758 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uc9c0\ub9cc, \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uc544\ud0a4\ud14d\ucc98\uc640 \uc624\ud508 \uc18c\uc2a4 \uc2a4\ud0dd\uc774 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc774\uba74\uc11c \uc911\uc18c\uae30\uc5c5(SME)\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 13.74%\ub85c \ucc44\ud0dd\uc744 \ud655\ub300\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\uac00 \uc6d0\uaca9 \uad00\ub9ac \ub3c4\uad6c\uc640 \ud568\uaed8 \uc0ac\uc804 \uac80\uc99d\ub41c \uad6c\uc131\uc744 \uc81c\uacf5\ud568\uc5d0 \ub530\ub77c SME\uc758 \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 OEM \uc5b4\ud50c\ub77c\uc774\uc5b8\uc2a4\uc758 \ud50c\ub7ec\uadf8 \uc564 \ud50c\ub808\uc774 \ud3b8\uc758\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c ODM \uc9c1\uc811 \uc870\ub2ec\uc758 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc774 28.15%\ub97c \ucc28\uc9c0\ud558\uba70 \ucd08\uae30 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \ucc44\ud0dd\uc744 \ubc18\uc601\ud588\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \ud5ec\uc2a4\ucf00\uc5b4 \ubd80\ubb38\uc740 \uc9c4\ub2e8 \uc601\uc0c1 \ubc0f \uc720\uc804\uccb4 \uc2dc\ud000\uc2f1 \ub370\uc774\ud130 \uc138\ud2b8\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 15.62%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\uc2a4\uc6e8\uc2a4\ud134 \uba54\ub514\uc2e0\uc758 GenAI \ud074\ub7ec\uc2a4\ud130\ub294 \ubaa8\ub378 \ud6c8\ub828 \uc2dc\uac04\uc744 40% \ub2e8\ucd95\ud558\uc5ec GPU \uc9d1\uc57d\uc801 \uad6c\uc131\uc758 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ud654\uc774\ud2b8 \ubc15\uc2a4 \uc11c\ubc84\ub294 \uc81c\uc870, \uae08\uc735, \uc5d0\ub108\uc9c0 \ubd80\ubb38\uc5d0\ub3c4 \uce68\ud22c\ud558\uc5ec \uc5e3\uc9c0 \ubd84\uc11d, \uc704\ud5d8 \ubaa8\ub378\ub9c1, \uc2e4\uc2dc\uac04 \uadf8\ub9ac\ub4dc \ucd5c\uc801\ud654\ub97c \uc704\ud55c \uc6cc\ud06c\ub85c\ub4dc \ub9de\ucda4\ud615 \ube4c\ub4dc\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ubd80 \ubc0f \uad6d\ubc29 \ubd84\uc57c\uc758 \uad6d\uac00 \uc0ac\uc774\ubc84 \uc8fc\uad8c \uc6b0\ub824\ub294 \ub3c5\uc810 \ud38c\uc6e8\uc5b4\uc5d0 \uad6c\uc560\ubc1b\uc9c0 \uc54a\ub294 \uc624\ud508 \ud558\ub4dc\uc6e8\uc5b4\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ub354\uc6b1 \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud654\uc774\ud2b8\ubc15\uc2a4 \uc11c\ubc84 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud654\uc774\ud2b8\ubc15\uc2a4 \uc11c\ubc84\ub294 \uc624\ub9ac\uc9c0\ub110 \ub514\uc790\uc778 \uc81c\uc870\uc5c5\uccb4(ODM) \ub610\ub294 \uc804\uc790 \uc81c\uc870 \uc11c\ube44\uc2a4(EMS) \uc81c\uacf5\uc5c5\uccb4\uac00 \uc0c1\uc6a9 \uae30\uc131\ud488(COTS) \ubd80\ud488\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc870\ub9bd\ud558\uace0, \ub370\uc774\ud130\uc13c\ud130 \ubc0f \uc5e3\uc9c0 \uc6cc\ud06c\ub85c\ub4dc\uc6a9\uc73c\ub85c \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ub610\ub294 \ud074\ub77c\uc6b0\ub4dc \ube4c\ub354\uc5d0\uac8c \uc9c1\uc811 \ubc30\uc1a1\ud558\ub294 \ube44\ube0c\ub79c\ub4dc \ub799, \ube14\ub808\uc774\ub4dc, GPU, \ud2b8\uc708, \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ubc00\ub3c4 \ucd5c\uc801\ud654 \uc11c\ubc84\ub85c \uc815\uc758\ub429\ub2c8\ub2e4. \ube0c\ub79c\ub4dc OEM \uc11c\ubc84, \ub9ac\ud37c\ube44\uc2dc \ud558\ub4dc\uc6e8\uc5b4, \uac1c\ubcc4 \ub124\ud2b8\uc6cc\ud0b9 \ub610\ub294 \uc2a4\ud1a0\ub9ac\uc9c0 \uc5b4\ud50c\ub77c\uc774\uc5b8\uc2a4\ub294 \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 \ub300\ube44 2031\ub144\uc5d0\ub294 488.7\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uc5ec \ub450 \ubc30 \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 15.05%\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc740 \ub9de\ucda4\ud615 \uc194\ub8e8\uc158\uc744 \ud1b5\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CapEx) \uc808\uac10, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc6cc\ud06c\ub85c\ub4dc\uc758 \uae09\uc99d, \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f GPU \uc9d1\uc57d\uc801 \uc6cc\ud06c\ub85c\ub4dc\uc758 \uc99d\uac00, Open Compute Project(OCP) \uc0dd\ud0dc\uacc4\uc758 \ud655\uc7a5, \uad6c\uc131 \uac00\ub2a5\ud55c \ubd84\uc0b0 \uc778\ud504\ub77c(Composable Disaggregated Infrastructure)\uc758 \ucc44\ud0dd, \uadf8\ub9ac\uace0 \uad6d\uac00\ubcc4 \uc624\ud508 \ud558\ub4dc\uc6e8\uc5b4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8\uc785\ub2c8\ub2e4.<\/p>\n<p>\uadf8\ub7ec\ub098 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 ODM\uc758 \uc81c\ud55c\uc801\uc778 \uae00\ub85c\ubc8c \uc11c\ube44\uc2a4 \ubc94\uc704, \uae30\uc5c5 \uace0\uac1d\uc758 \ube0c\ub79c\ub4dc \ubcf4\uc99d\uc5d0 \ub300\ud55c \ucde8\uc57d\ud55c \uc778\uc2dd, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \ucde8\uc57d\uc131, \ud38c\uc6e8\uc5b4 \ubc0f \uc2e0\ub8b0\uc810(root-of-trust) \ubcf4\uc548 \uaca9\ucc28\uac00 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc11c\ubc84 \uc720\ud615(\ub799\ub9c8\uc6b4\ud2b8 \uc11c\ubc84, GPU \uc11c\ubc84, \ud2b8\uc708 \uc11c\ubc84, \ube14\ub808\uc774\ub4dc \uc11c\ubc84, \uc2a4\ud1a0\ub9ac\uc9c0 \uc11c\ubc84), \ud504\ub85c\uc138\uc11c \uc720\ud615(x86 \uc11c\ubc84, \ube44x86 \uc11c\ubc84 &#8211; ARM, RISC-V, POWER), \uc870\uc9c1 \uaddc\ubaa8(\ub300\uae30\uc5c5, \uc911\uc18c\uae30\uc5c5), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(IT \ubc0f \ud1b5\uc2e0, \ud5ec\uc2a4\ucf00\uc5b4, \uc81c\uc870, BFSI, \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0, \uc815\ubd80 \ubc0f \uad6d\ubc29 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, \uc778\uacf5\uc9c0\ub2a5(AI) \ud6c8\ub828 \ubc0f \ucd94\ub860 \ubc30\ud3ec\uc758 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 GPU \uc11c\ubc84\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 16.98%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. x86 \ud504\ub85c\uc138\uc11c\uc758 \uc9c0\ubc30\ub825\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, ARM \ubc0f RISC-V \uae30\ubc18\uc758 \ube44x86 \ud504\ub85c\uc138\uc11c\ub294 \uc640\ud2b8\ub2f9 \uc6b0\uc218\ud55c \uc131\ub2a5\uacfc \uad6d\uac00\ubcc4 \ud558\ub4dc\uc6e8\uc5b4 \uc8fc\uad8c \ubaa9\ud45c \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 23.52%\uc758 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \ub370\uc774\ud130\uc13c\ud130 \ub0b4 \uc785\uc9c0\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc5d0\uc11c\ub294 \ub300\ub9cc\uc758 \uc81c\uc870 \uaddc\ubaa8\uc640 \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \ubc30\ud3ec\uc5d0 \ud798\uc785\uc5b4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 15.18%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 Super Micro Computer, Quanta Computer, Wiwynn Corp. \ub4f1 \uc8fc\uc694 ODM \uae30\uc5c5\uacfc OCP \ud638\ud658 SKU\ub97c \uc81c\uacf5\ud558\ub294 Dell Technologies, Hewlett Packard Enterprise, Lenovo Group\uc744 \ud3ec\ud568\ud55c 20\uac1c \uc774\uc0c1\uc758 \ud575\uc2ec \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud654\uc774\ud2b8\ubc15\uc2a4 \uc11c\ubc84\uc5d0 \ub300\ud55c \uc11c\ube44\uc2a4 \ubc0f \uc9c0\uc6d0 \uc6b0\ub824\ub97c \uc644\ud654\ud558\uae30 \uc704\ud574, \uc2e0\ud765 \ud1b5\ud569\uc5c5\uccb4\ub4e4\uc740 \uae00\ub85c\ubc8c \ubb3c\ub958, \ud38c\uc6e8\uc5b4 \uac80\uc99d, \ud604\uc7a5 \uad50\uccb4 \uc11c\ube44\uc2a4 \ub4f1\uc744 \uc81c\uacf5\ud558\uba70 \uae30\uc874 OEM \ubcf4\uc99d\uacfc\uc758 \uc778\uc2dd \uaca9\ucc28\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uc904\uc5ec\ub098\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc5c4\uaca9\ud55c 1\ucc28 \ubc0f 2\ucc28 \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ucd94\uc815\ud558\uace0 \uc608\uce21\ud558\uba70, \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790 \uc778\ud130\ubdf0\uc640 \uad11\ubc94\uc704\ud55c \uc790\ub8cc \uc870\uc0ac\ub97c \ubc14\ud0d5\uc73c\ub85c \uc758\uc0ac\uacb0\uc815\uc790\ub4e4\uc774 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud22c\uba85\ud558\uace0 \uade0\ud615 \uc7a1\ud78c \uc2dc\uc7a5 \uae30\uc900\uc120\uc744 \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-38298","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\/38298"}],"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=38298"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/38298\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=38298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=38298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=38298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}