{"id":38715,"date":"2026-02-12T06:22:49","date_gmt":"2026-02-12T06:22:49","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/silicon-photonics-market-mordor\/"},"modified":"2026-10-02T00:45:45","modified_gmt":"2026-10-01T15:45:45","slug":"silicon-photonics-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/silicon-photonics-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \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\/silicon-photonics-market_1706096331878_Silicon_Photonics_Market_ML.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\/silicon-photonics-market-size-image-1769136588703.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 \ud604\ud669<\/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 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc800\uc804\ub825 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8\ub97c \ucd09\uc9c4\ud558\ub294 \ud0c4\uc18c \uac10\ucd95 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.3 400\/800G \ubaa8\ub4c8\uc744 \ucd09\uc9c4\ud558\ub294 5G \ud504\ub860\ud2b8\ud640\/\ubc31\ud640 \uc5c5\uadf8\ub808\uc774\ub4dc<\/li>\n<li class=\"toc-level-3\">4.2.4 FMCW \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub97c \ud65c\uc6a9\ud558\ub294 \uc790\ub3d9\ucc28 \ub808\ubca8-3 LiDAR \ud504\ub85c\uadf8\ub7a8<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc591\uc790 \ubc0f \ubcf4\uc548 \ud3ec\ud1a0\ub2c9\uc2a4\ub97c \uc704\ud55c \uad6d\ubc29 \uc790\uae08 \uc9c0\uc6d0<\/li>\n<li class=\"toc-level-3\">4.2.6 \ud3ec\ud1a0\ub2c9\uc2a4 \ud339 \ud655\uc7a5\uc744 \uc704\ud55c \uc815\ubd80 \ubc18\ub3c4\uccb4 \uc778\uc13c\ud2f0\ube0c \uc81c\ub3c4<\/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 70 \u00b0C \uc774\uc0c1 \uc2e4\ub9ac\ucf58 \uae30\ud310\uc758 \uc5f4 \uc608\uc0b0 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.2 NRE \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 \ud45c\uc900\ud654\ub41c \ud328\ud0a4\uc9d5 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.3 1.55 \u00b5m\ub97c \ub118\uc5b4\uc11c\ub294 InP \ubc0f \ud3f4\ub9ac\uba38 \ud3ec\ud1a0\ub2c9\uc2a4\uc640\uc758 \uacbd\uc7c1<\/li>\n<li class=\"toc-level-3\">4.3.4 300mm \ud3ec\ud1a0\ub2c9\uc2a4 \ud30c\uc6b4\ub4dc\ub9ac \uc6a9\ub7c9 \uc81c\ud55c\uc73c\ub85c \uc778\ud55c \ub9ac\ub4dc \ud0c0\uc784 \uc5f0\uc7a5<\/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 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \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 \uc81c\ud488\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uad11 \ud2b8\ub79c\uc2dc\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.2 \uad11 \uc2a4\uc704\uce58<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc561\ud2f0\ube0c \uad11 \ucf00\uc774\ube14 (AOC)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9 \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc6e8\uc774\ud37c \ub808\ubca8 \ud14c\uc2a4\ud2b8 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.1.6 \uba40\ud2f0\ud50c\ub809\uc11c\/\ub514\uba40\ud2f0\ud50c\ub809\uc11c<\/li>\n<li class=\"toc-level-3\">5.1.7 \uac10\uc1e0\uae30 \ubc0f \ubcc0\uc870\uae30<\/li>\n<li class=\"toc-level-3\">5.1.8 \uae30\ud0c0 \uc81c\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub2a5\ub3d9 \ubd80\ud488<\/li>\n<li class=\"toc-level-4\">5.2.1.1 \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-4\">5.2.1.2 \ubcc0\uc870\uae30<\/li>\n<li class=\"toc-level-4\">5.2.1.3 \uad11\uac80\ucd9c\uae30<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc218\ub3d9 \ubd80\ud488<\/li>\n<li class=\"toc-level-4\">5.2.2.1 \ub3c4\ud30c\uad00<\/li>\n<li class=\"toc-level-4\">5.2.2.2 \ud544\ud130<\/li>\n<li class=\"toc-level-4\">5.2.2.3 \ucee4\ud50c\ub7ec<\/li>\n<li class=\"toc-level-4\">5.2.2.4 \uae30\ud0c0 \uc218\ub3d9 \ubd80\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 300 mm<\/li>\n<li class=\"toc-level-3\">5.3.2 200 mm<\/li>\n<li class=\"toc-level-3\">5.3.3 150 mm \uc774\ud558<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ub370\uc774\ud130 \uc804\uc1a1\ub960\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 100 Gbps \ucd08\uacfc<\/li>\n<li class=\"toc-level-3\">5.4.2 200 Gbps<\/li>\n<li class=\"toc-level-3\">5.4.3 400 Gbps<\/li>\n<li class=\"toc-level-3\">5.4.4 800 Gbps<\/li>\n<li class=\"toc-level-3\">5.4.5 1.6 Tbps \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.5.2 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc790\ub3d9\ucc28 \ubc0f \uc790\uc728 \uc8fc\ud589<\/li>\n<li class=\"toc-level-3\">5.5.4 AR\/VR \ubc0f \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.5.5 \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.5.6 \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<li class=\"toc-level-3\">5.5.7 \uc591\uc790 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.5.8 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.6.2 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc790\ub3d9\ucc28 OEM \ubc0f 1\ucc28 \uacf5\uae09\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc758\ub8cc \uae30\uae30 \uc81c\uc870\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc815\ubd80 \ubc0f \uad6d\ubc29 \uae30\uad00<\/li>\n<li class=\"toc-level-3\">5.6.6 \uc5f0\uad6c \ubc0f \ud559\uc220 \uae30\uad00<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.7.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.7.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.7.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.7.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.7.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.7.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.7.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.7.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.7.3.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.7.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.7.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.7.4 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.7.4.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.7.4.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.7.4.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.7.4.1.3 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.7.4.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.7.4.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.7.4.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.7.4.2.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-3\">5.7.5 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.5.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.7.5.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.7.5.3 \uae30\ud0c0 \ub0a8\ubbf8<\/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 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc2dc\uc2a4\ucf54 \uc2dc\uc2a4\ud15c\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 \ube0c\ub85c\ub4dc\ucef4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 \ub8e8\uba58\ud140 \ud640\ub529\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc8fc\ub2c8\ud37c \ub124\ud2b8\uc6cd\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 \uae00\ub85c\ubc8c\ud30c\uc6b4\ub4dc\ub9ac Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc2dc\ucf54\uc57c GmbH<\/li>\n<li class=\"toc-level-3\">6.4.8 \ubab0\ub809\uc2a4 LLC<\/li>\n<li class=\"toc-level-3\">6.4.9 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 MACOM \ud14c\ud06c\ub180\ub85c\uc9c0 \uc194\ub8e8\uc158\uc988<\/li>\n<li class=\"toc-level-3\">6.4.11 \ucf54\ud788\uc5b4\ub7f0\ud2b8 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 \ud558\ub9c8\ub9c8\uc4f0 \ud3ec\ud1a0\ub2c9\uc2a4 K.K.<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc544\uc57c\ub974 \ub7a9\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 \ub124\uc624\ud3ec\ud1a0\ub2c9\uc2a4 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.15 IBM \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.16 \ud734\ub81b \ud329\ucee4\ub4dc \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ucef4\ud37c\ub2c8<\/li>\n<li class=\"toc-level-3\">6.4.17 \ucf54\ud788\uc5b4\ub7f0\ud2b8 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.18 \ub85d\ud074\ub9ac \ud3ec\ud1a0\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.19 \uc778\ud53c\ub124\ub77c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.20 \uc2a4\ub9c8\ud2b8 \ud3ec\ud1a0\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.21 \ub354\uc2a4\ud2b8\ud3ec\ud1a0\ub2c9\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 \ud504\uc0ac\uc774\ud000\ud140, Corp.<\/li>\n<li class=\"toc-level-3\">6.4.23 POET \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.24 \ud0c0\uc6cc \uc138\ubbf8\ucee8\ub355\ud130 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>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uac1c\uc694: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2031\ub144 \uc804\ub9dd<\/p>\n<p>1. \uc11c\ub860 \ubc0f \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc740 2026\ub144 39\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 131\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 27.19%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\ub4e4\uc758 \ub300\uaddc\ubaa8 \uc790\ubcf8 \uc9c0\ucd9c, \ud50c\ub7ec\uadf8\ud615 \uad11\ud559 \ubd80\ud488\uc5d0\uc11c \ucf54\ud328\ud0a4\uc9d5(Co-packaged) \uc7a5\uce58\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \uac15\ud654\ub97c \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ub4f1\uc5d0 \uc758\ud574 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc81c\ud488, \ubd80\ud488, \uc6e8\uc774\ud37c \ud06c\uae30, \ub370\uc774\ud130 \uc804\uc1a1\ub960, \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4. \ud604\uc7ac \ubd81\ubbf8\uac00 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1 \ucc44\ud0dd: \ud3ec\ud1a0\ub2c9\uc2a4 \ub2e4\uc774\uac00 \uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58\uc5d0 \uc9c1\uc811 \uacb0\ud569\ub418\uba74\uc11c \ud50c\ub7ec\uadf8\ud615 \uad11\ud559 \ubd80\ud488\uc758 \uc5f4\uc801 \uc81c\uc57d\uc774 \ud574\uc18c\ub418\uace0 \uadc0\uc911\ud55c \ud398\uc774\uc2a4\ud50c\ub808\uc774\ud2b8 \uacf5\uac04\uc774 \ud655\ubcf4\ub429\ub2c8\ub2e4. Marvell\uc758 51.2Tbps \ud50c\ub7ab\ud3fc\uc740 \ub9c8\uc774\ud06c\ub85c \ub9c1 \ubcc0\uc870\uae30\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub808\uc778\ub2f9 200Gbps\ub97c \uc81c\uacf5\ud558\uba70, \uc2a4\uc704\uce58 \uc804\ub825 \uc18c\ube44\ub97c \uc57d 30% \uc808\uac10\ud569\ub2c8\ub2e4. NVIDIA\uc640 TSMC\ub294 \uace0\uae09 \uc778\ud130\ud3ec\uc800\ub97c \ud65c\uc6a9\ud558\uc5ec GPU \uce69\ub81b \uac04\uc5d0 \uad11\ud559 \uc2e0\ud638\ub97c \ub77c\uc6b0\ud305\ud568\uc73c\ub85c\uc368 224Gbps\uc758 \uc804\uae30 \ub300\uc5ed\ud3ed \ud55c\uacc4\ub97c \uadf9\ubcf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc740 \ub370\uc774\ud130 \uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc774 \uacf5\uaca9\uc801\uc778 \ud0c4\uc18c \ubc30\ucd9c \uac10\uc18c \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ud0c4\uc18c \ubc30\ucd9c \uac10\uc18c \uc758\ubb34\ud654: 2024\ub144 \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \uc18c\ube44\ub7c9\uc774 460TWh\uc5d0 \ub2ec\ud558\ub294 \ub4f1 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc804\ub825 \uc0ac\uc6a9 \uc81c\ud55c\uc774 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub294 \uc0c1\ud638 \uc5f0\uacb0 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c \uc904\uc5ec \ub354 \ub192\uc740 \ubc00\ub3c4\uc758 \ub799\uacfc \ub354 \ub192\uc740 \uc785\uad6c \uc628\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uad6d\uc81c \uc5d0\ub108\uc9c0 \uae30\uad6c(IEA)\ub294 \uad11\ud559 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \uc5c6\uc744 \uacbd\uc6b0 2030\ub144\uae4c\uc9c0 \uc804\ub825 \uc218\uc694\uac00 \ub450 \ubc30\ub85c \uc99d\uac00\ud560 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud569\ub2c8\ub2e4. Omdia\ub294 2030\ub144\uae4c\uc9c0 AI \uc911\uc2ec \uc790\ubcf8 \uc9c0\ucd9c\uc774 5,450\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud558\uba70, \uc774 \uc911 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ub9c1\ud06c\uc5d0 \ud22c\uc790\ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   5G \ud504\ub860\ud2b8\ud640\/\ubc31\ud640 \uc5c5\uadf8\ub808\uc774\ub4dc: \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\ub4e4\uc740 \ub0ae\uc740 \uc9c0\uc5f0 \uc2dc\uac04\uc758 \ud504\ub860\ud2b8\ud640 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 400G \ubc0f 800G \uad11\ud559 \ubd80\ud488\uc744 \ubc30\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Lumentum\uc758 ZR+ \ub77c\uc778\uc740 ITU-T G.698.4\ub97c \uc900\uc218\ud558\uba70 500km \uc774\uc0c1\uc758 \uba54\ud2b8\ub85c \uad6c\uac04\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. AT&#038;T\uc640 Ciena\ub294 \uae30\uc874 \uad11\uc12c\uc720\ub97c \ud1b5\ud574 1.6Tbps \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 DSP\ub97c \uac80\uc99d\ud558\uc5ec \uba40\ud2f0 \ud14c\ub77c\ube44\ud2b8 \ubc31\ubcf8\uc73c\ub85c\uc758 \uacbd\ub85c\ub97c \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. Ericsson\uc740 \ubb34\uc120 \uc7a5\uce58 \ub0b4\ubd80\uc5d0 \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1\uc744 \ub0b4\uc7a5\ud558\uc5ec \ubb34\uac8c\ub97c \uc904\uc774\uace0 \ud0c0\uc6cc \uc124\uce58\ub97c \uc6a9\uc774\ud558\uac8c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \ub808\ubca8 3 LiDAR \ud504\ub85c\uadf8\ub7a8: \uc790\ub3d9\ucc28 OEM\ub4e4\uc740 \uc2dc\uac04 \ube44\ud589(Time-of-Flight) \ubc29\uc2dd\uc5d0\uc11c FMCW(Frequency-Modulated Continuous-Wave) \uc13c\uc11c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc13c\uc11c\ub294 \ub808\uc774\uc800, \ubcc0\uc870\uae30, \uac10\uc9c0\uae30\ub97c \ub2e8\uc77c \ub2e4\uc774\uc5d0 \ud1b5\ud569\ud558\uc5ec 500\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ubaa9\ud45c \uac00\uaca9\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Aurora\ub294 \uc790\uc728 \uc8fc\ud589 \ud2b8\ub7ed\uc6a9 \uc7a5\uac70\ub9ac FMCW LiDAR \uc0c1\uc6a9\ud654\ub97c \uc704\ud574 17\uc5b5 \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud588\uc73c\uba70, General Motors\ub294 Cruise \uc608\uc0b0\uc758 \uc77c\ubd80\ub97c \ud3ec\ud1a0\ub2c9\uc2a4 \uc13c\uc2f1 R&#038;D\uc5d0 \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. SAE J3016 \ub808\ubca8 3 \uac00\uc774\ub4dc\ub77c\uc778\uc740 \uc774\uc911\ud654\ub41c \uc13c\uc2f1\uc744 \uc694\uad6c\ud558\ubbc0\ub85c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uac00 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc778\uc13c\ud2f0\ube0c: CHIPS Act\uc640 \uac19\uc740 \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc9c0\uc6d0 \uc815\ucc45\uc740 \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ucd09\uc9c4\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   70\u00b0C \uc774\uc0c1\uc758 \uc5f4 \uc608\uc0b0 \ud55c\uacc4: \ub9c1 \uacf5\uc9c4\uae30\ub294 1\u00b0C\ub2f9 0.1nm\uc529 \ub4dc\ub9ac\ud504\ud2b8\ud558\uc5ec \ud3d0\uc1c4 \ub8e8\ud504 \ud788\ud130\ub97c \ud544\uc694\ub85c \ud558\uace0 \ubaa8\ub4c8 \uc804\ub825\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc8fc\ubcc0 \uc628\ub3c4\ub294 \uc885\uc885 85\u00b0C\ub97c \ucd08\uacfc\ud558\uc5ec \uac12\ube44\uc2fc \ub0c9\uac01 \ub610\ub294 \uc131\ub2a5 \uc800\ud558\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \ubc0f \uc9c8\ud654 \uc54c\ub8e8\ubbf8\ub284 \uae30\ud310\uc5d0 \ub300\ud55c \uc5f0\uad6c\uac00 \uc9c4\ud589 \uc911\uc774\uc9c0\ub9cc \uc0c1\uc6a9\ud654\uae4c\uc9c0\ub294 \uc2dc\uac04\uc774 \uac78\ub9b4 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ud45c\uc900\ud654\ub41c \ud328\ud0a4\uc9d5 \ubd80\uc871: \ub3c5\uc810\uc801\uc778 \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1 \ud540\uc544\uc6c3 \ubc0f \uc5f4 \uc81c\uc57d\uc740 \uacf5\uae09\uc5c5\uccb4\ub97c \ub2e8\uc77c \uace0\uac1d \uc124\uacc4\uc5d0 \ubb36\uc5b4\ub461\ub2c8\ub2e4. OIF(Optical Internetworking Forum)\uc758 \ub178\ub825\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae30\uacc4\uc801 \ubc0f \uc5f4\uc801 \uc778\ud130\ud398\uc774\uc2a4\uc5d0 \ub300\ud55c \ud569\uc758\ub294 2027\ub144 \uc774\uc804\uc5d0 \uc774\ub8e8\uc5b4\uc9c0\uc9c0 \uc54a\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub9de\ucda4\ud615 \ud234\ub9c1\uc740 \uc124\uacc4\ub2f9 500\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc758 \ube44\uc6a9\uc744 \ubc1c\uc0dd\uc2dc\ucf1c \uc2a4\ud0c0\ud2b8\uc5c5\uc758 \ucc38\uc5ec\ub97c \uc800\ud574\ud558\uace0 \ub2e4\uc911 \uc18c\uc2f1\uc744 \ub2a6\ucda5\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud55c\ub41c 300mm \ud3ec\ud1a0\ub2c9\uc2a4 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825: 300mm \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc740 CHIPS Act \ubcf4\uc870\uae08\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc5ec\uc804\ud788 \ubd80\uc871\ud569\ub2c8\ub2e4. McKinsey\ub294 2027\ub144\uae4c\uc9c0 \ud2b8\ub79c\uc2dc\ubc84 \uacf5\uae09\uc774 40~60% \ubd80\uc871\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud569\ub2c8\ub2e4. 200mm\uc5d0\uc11c 300mm\ub85c\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc804\ud658\uc740 \uadf8\ub808\uc774\ud305 \ucee4\ud50c\ub7ec \ub9ac\uc18c\uadf8\ub798\ud53c \ubc0f \uac8c\ub974\ub9c8\ub284 \uc5d0\ud53c\ud0dd\uc2dc\uac00 \ub85c\uc9c1 \ud750\ub984\uacfc \ub2e4\ub974\uae30 \ub54c\ubb38\uc5d0 \ubcf5\uc7a1\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc81c\ud488\ubcc4:<br \/>\n    *   \uad11\ud559 \ud2b8\ub79c\uc2dc\ubc84: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 47.64%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 400G \ubc0f 800G \uad11\ud559 \ubd80\ud488 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc13c\uc11c: 2031\ub144\uae4c\uc9c0 28.74%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, FMCW LiDAR \ubc0f \uad74\uc808\ub960 \ubc14\uc774\uc624\uc13c\uc2f1 \uae30\uc220\uc758 \ubc1c\uc804\uc774 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4.<br \/>\n*   \ubd80\ud488\ubcc4:<br \/>\n    *   \ub2a5\ub3d9 \ubd80\ud488: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 58.91%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 27.56%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub808\uc774\uc800\ub294 \uc2e4\ub9ac\ucf58\uc758 \uac04\uc811 \ubc34\ub4dc\uac2d \ud2b9\uc131\uc0c1 III-V\uc871 \uc774\ub4dd\uce35\uc774 \ud544\uc694\ud558\uc5ec \uc5ec\uc804\ud788 \uac00\uc7a5 \ube44\uc2fc \ubd80\ud488\uc785\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4:<br \/>\n    *   300mm \uae30\ud310: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 62.33%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 27.73%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \ub354 \ud070 \uc6e8\uc774\ud37c\ub294 \ub85c\ud2b8\ub2f9 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub824 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \ud3ec\ud1a0\ub2c9\uc2a4\ub97c \uc8fc\ub958 CMOS \uac10\uac00\uc0c1\uac01 \uc77c\uc815\uacfc \uc77c\uce58\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc804\uc1a1\ub960\ubcc4:<br \/>\n    *   400Gbps \ubaa8\ub4c8: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 53.64%\ub85c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud328\ube0c\ub9ad \ub0b4\uc5d0\uc11c \uc8fc\uc694 \ub300\uc5ed\ud3ed\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<br \/>\n    *   1.6Tbps \uc774\uc0c1 \ub808\uc778: 2031\ub144\uae4c\uc9c0 28.17%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 51.2Tbps \uc2a4\uc704\uce58 ASIC\uc758 \uc218\uc694\uc5d0 \uc758\ud574 \ucd09\uc9c4\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n    *   \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC): 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 55.78%\ub97c \ucc28\uc9c0\ud558\uba70, AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc758 \uadfc\uc811 \uce69 \ub300\uc5ed\ud3ed \uc218\uc694\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc591\uc790 \ucef4\ud4e8\ud305: 28.79%\uc758 \ub180\ub77c\uc6b4 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ube0c\ub9ac\uc2a4\ud1a8 \ub300\ud559 \ucee8\uc18c\uc2dc\uc5c4\uc740 \ub2e8\uc77c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uce69\uc5d0\uc11c \uc5bd\ud798\uc744 \uc2dc\uc5f0\ud558\uc5ec \ub300\uaddc\ubaa8 \uc591\uc790 \ub17c\ub9ac \uad6c\ud604 \uac00\ub2a5\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud1b5\uc2e0: \uba54\ud2b8\ub85c \ubc0f \uc7a5\uac70\ub9ac \ub9c1\ud06c\ub97c \uc704\ud55c \ucf54\ud788\uc5b4\ub7f0\ud2b8 \uad11\ud559 \uae30\uc220\uc5d0 \uc9c0\uc18d\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 LiDAR: 2026\ub144\ubd80\ud130 OEM\ub4e4\uc774 \ub808\ubca8 3 \uc2dc\uc2a4\ud15c\uc744 \ucd9c\uc2dc\ud558\uba74\uc11c \ub300\ub7c9 \uc0dd\uc0b0\uc774 \uc2dc\uc791\ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   \ud5ec\uc2a4\ucf00\uc5b4: \uc784\uc0c1 \uc9c4\ub2e8\uc5d0\uc11c \ub77c\ubca8 \uc5c6\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \uc13c\uc11c\ub97c \uc0ac\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uad6d\ubc29: \uc591\uc790 \ud0a4 \ubd84\ubc30(QKD) \ud30c\uc77c\ub7ff \ud504\ub85c\uc81d\ud2b8\ub97c \ud1b5\ud574 \ubcf4\uc548 \ud3ec\ud1a0\ub2c9\uc2a4 \ud1b5\uc2e0\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4:<br \/>\n    *   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 58.72%\ub97c \ucc28\uc9c0\ud558\uba70, \uba40\ud2f0 \ub799 GPU \ub2e8\uc9c0\uc758 \uc9c0\uc18d\uc801\uc778 \ud655\uc7a5\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 OEM \ubc0f Tier-1 \uacf5\uae09\uc5c5\uccb4: \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28\uc5d0 FMCW LiDAR\uac00 \ud45c\uc900\uc73c\ub85c \ucc44\ud0dd\ub418\uba74\uc11c 2031\ub144\uae4c\uc9c0 28.34%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   \ud1b5\uc2e0 \uc0ac\uc5c5\uc790: \uc790\ubcf8 \uc9c0\ucd9c \uc555\ub825\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 400G \uc774\uc0c1\uc758 \ud504\ub860\ud2b8\ud640 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc758\ub8cc \uae30\uae30 \ud68c\uc0ac: \uace0\ud574\uc0c1\ub3c4 \uc774\ubbf8\uc9d5\uc744 \uc704\ud55c \uc0dd\uccb4 \ub0b4 \ud3ec\ud1a0\ub2c9\uc2a4 \ud504\ub85c\ube0c\ub97c \ud0d0\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc815\ubd80 \ubc0f \uad6d\ubc29 \uae30\uad00: \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \uc99d\uac00\uc5d0 \ub530\ub77c \uc8fc\uad8c \ud3ec\ud1a0\ub2c9\uc2a4 \uacf5\uae09\uc744 \uc6b0\uc120\uc2dc\ud569\ub2c8\ub2e4.<br \/>\n    *   \ub300\ud559: \ucd08\uae30 \ub2e8\uacc4 IP\ub97c \uc778\ud050\ubca0\uc774\ud305\ud558\uc5ec \uae30\uc220 \uc774\uc804 \uacc4\uc57d\uc744 \ud1b5\ud574 \uc2a4\ud0c0\ud2b8\uc5c5 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uacf5\uae09\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 42.76%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uacfc Intel, Cisco, Broadcom\uacfc \uac19\uc740 \uc218\uc9c1 \ud1b5\ud569 \ub300\uae30\uc5c5\uc758 \uc874\uc7ac\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uace0\uac1d\uacfc\uc758 \ube60\ub978 \uacf5\ub3d9 \uc124\uacc4 \uc8fc\uae30\uc640 DARPA \ubcf4\uc870\uae08\uc774 \ud3ec\ud1a0\ub2c9\uc2a4 \ud328\ud0b7 \uc2a4\uc704\uce6d R&#038;D\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2031\ub144\uae4c\uc9c0 28.11%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. TSMC\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub178\ub4dc\ub294 \ud3ec\ud1a0\ub2c9\uc2a4, \ub85c\uc9c1, \uba54\ubaa8\ub9ac\ub97c \ub2e8\uc77c \uae30\ud310\uc5d0 \ud1b5\ud569\ud558\uc5ec \uc0c1\ud638 \uc5f0\uacb0 \uc804\ub825 \uc18c\ube44\ub97c \uc904\uc785\ub2c8\ub2e4. \uc911\uad6d\uc758 &#8216;Made in China 2025&#8217; \uacc4\ud68d\uc740 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \ud339 \uac74\uc124\uc5d0 \ud560\ub2f9\ud558\uc5ec \uacf5\uae09 \ud604\uc9c0\ud654 \ubc0f \uc218\ucd9c \ud1b5\uc81c \uc704\ud5d8 \uc644\ud654\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uad11\ud559 \uc804\ubb38 \uc9c0\uc2dd\uacfc \ud55c\uad6d\uc758 5G \ubc30\ud3ec \ub610\ud55c \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 430\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 EU Chips Act\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc9c0\ub9cc, \ud68c\uc6d0\uad6d \uac04\uc758 \ud30c\ud3b8\ud654\uac00 \uaddc\ubaa8 \ud655\ub300\ub97c \uc800\ud574\ud569\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \ud504\ub77c\uc6b4\ud638\ud37c \uc5f0\uad6c\uc18c\ub294 \uc790\ub3d9\ucc28 LiDAR \ud1b5\ud569\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \ud504\ub791\uc2a4\uc758 CEA-Leti\ub294 \ud30c\uc6b4\ub4dc\ub9ac\uc640 \ud611\ub825\ud558\uc5ec \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8: \uc8fc\ub85c 400G\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ub418\ub294 \ud1b5\uc2e0 \ubc31\ubcf8\uc744 \uc911\uc2ec\uc73c\ub85c \ucd08\uae30 \ucc44\ud0dd \ub2e8\uacc4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc758 \ud1b5\ud569 \uc218\uc900\uc740 \uc911\uac04 \uc815\ub3c4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc804 \uc138\uacc4 \ud2b8\ub79c\uc2dc\ubc84 \ub9e4\ucd9c\uc758 \uc57d 60%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>*   Intel: \ud3ec\ud1a0\ub2c9\uc2a4 \uc124\uacc4, \uc6e8\uc774\ud37c \uc81c\uc870, \ucca8\ub2e8 \ud328\ud0a4\uc9d5, \uc2dc\uc2a4\ud15c \uc870\ub9bd\uc5d0 \uc774\ub974\ub294 \uc218\uc9c1 \ud1b5\ud569 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   Cisco Systems Inc.: 2023\ub144 \uc774\ud6c4 \uc5ec\ub7ec \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \uc778\uc218\ud558\uc5ec \uad11\ud559 \ubaa8\ub4c8\uc744 \uc2a4\uc704\uce6d \ud558\ub4dc\uc6e8\uc5b4\uc640 \ubc88\ub4e4\ub85c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   Broadcom Inc.: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub97c \uc704\ud55c \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc5d0 \uc911\uc810\uc744 \ub450\uba70, Meta \ubc0f Google \ub370\uc774\ud130 \uc13c\ud130 \uc544\ud0a4\ud14d\ucc98\uc5d0 \ub9de\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \uc778\ud130\ud398\uc774\uc2a4\ub97c \ud1b5\ud569\ud55c \uc2a4\uc704\uce58 ASIC\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   Fabless \uae30\uc5c5 (Marvell, Juniper Networks \ub4f1): GlobalFoundries \ubc0f Tower Semiconductor\uc640 \uac19\uc740 \ud30c\uc6b4\ub4dc\ub9ac \ud30c\ud2b8\ub108\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. Marvell\uc740 2025\ub144 1\uc6d4 51.2Tbps \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1 \ud50c\ub7ab\ud3fc\uc744 \uacf5\uac1c\ud558\uba70 \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8 \ub300\ube44 \uc2a4\uc704\uce58 \uc804\ub825 \uc0ac\uc6a9\ub7c9\uc744 30% \uc808\uac10\ud588\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc2b5\ub2c8\ub2e4. Juniper\ub294 AI \uac00\uc18d\uae30\uc6a9 \uad11\ud559 I\/O \uce69\ub81b\uc744 \uc0d8\ud50c\ub9c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uc0dd \uae30\uc5c5: Ayar Labs\ub294 \uba54\ubaa8\ub9ac \ubd84\ub9ac(memory disaggregation) \uc0ac\uc6a9 \uc0ac\ub840\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uad11\ud559 \uce69\ub81b\uc744 \uc18c\ub7c9 \ucd9c\ud558\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. PsiQuantum\uc740 GlobalFoundries\uc640 \ud611\ub825\ud558\uc5ec \ud3ec\ud1a0\ub2c9\uc2a4 \ud050\ube44\ud2b8 \uc5b4\ub808\uc774\ub97c \uc81c\uc791\ud558\uba70 \uc591\uc790 \ucef4\ud4e8\ud305 \uc778\ud504\ub77c \uc2dc\uc7a5\uc744 \uc900\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacf5\uae09 \uc704\ud5d8\uc740 \uc5ec\uc804\ud788 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uc18c\uc218\uc758 \ud30c\uc6b4\ub4dc\ub9ac\ub9cc\uc774 300mm \ud3ec\ud1a0\ub2c9\uc2a4 \uacf5\uc815\uc744 \ub300\uaddc\ubaa8\ub85c \uc6b4\uc601\ud560 \uc218 \uc788\uc73c\uba70, \uc815\uce58\uc801 \ub610\ub294 \uc790\uc5f0\uc7ac\ud574\ub85c \uc778\ud55c \uc911\ub2e8\uc740 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. GlobalFoundries\uc640 Intel\uc740 2024\ub144 CHIPS Act \ubcf4\uc870\uae08\uc744 \ud655\ubcf4\ud558\uc5ec \uad6d\ub0b4 \ud3ec\ud1a0\ub2c9\uc2a4 \ud339\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc9c0\ub9cc, \ucd94\uac00 \uc0dd\uc0b0 \ub2a5\ub825\uc740 2026\ub144 \ub9d0\uc5d0\ub098 \uac00\ub3d9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. OIF\ub294 \ube44\ubc18\ubcf5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1(NRE) \ube44\uc6a9\uc744 \ub0ae\ucd94\uace0 \ub354 \ub113\uc740 \uacf5\uae09\uc5c5\uccb4 \uae30\ubc18\uc5d0 \uc2dc\uc7a5\uc744 \uac1c\ubc29\ud560 \uc218 \uc788\ub294 \uacf5\ud1b5 \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1 \uc0ac\uc591\uc744 \uac1c\ubc1c \uc911\uc785\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 4\uc6d4: Alphabet\uc740 2025\ub144 1\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c 172\uc5b5 \ub2ec\ub7ec\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc911 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1 \ubc0f 400G\/800G \ud2b8\ub79c\uc2dc\ubc84\uc5d0 \ud22c\uc790\ub418\uc5c8\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \ud574\ub2f9 \ubd84\uae30\uc5d0 \ucd1d 172\uc5b5 \ub2ec\ub7ec\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uc57d\uc18d\ud588\uc73c\uba70, \uc774 \uc911 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ud3ec\ud1a0\ub2c9\uc2a4 \ub2e4\uc774\ub97c \uc2a4\uc704\uce58 ASIC\uacfc \ud568\uaed8 \ubc30\uce58\ud558\ub294 \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1\uc5d0 \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: NVIDIA\ub294 2025\ub144 \ud68c\uacc4\uc5f0\ub3c4 \uc5f0\ub840 \ubcf4\uace0\uc11c\uc5d0\uc11c 400Gbps \ubc0f 800Gbps \uad11\ud559 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ub370\uc774\ud130 \uc13c\ud130 \ub9e4\ucd9c\uc774 1,152\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Marvell Technology\ub294 \ub808\uc778\ub2f9 200Gbps \ub9c8\uc774\ud06c\ub85c \ub9c1 \ubcc0\uc870\uae30\ub97c \ud2b9\uc9d5\uc73c\ub85c \ud558\ub294 51.2Tbps \ucf54\ud328\ud0a4\uc9d5 \uc635\ud2f1 \ud50c\ub7ab\ud3fc\uc744 \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8. \uacb0\ub860<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc740 \ub370\uc774\ud130 \uc13c\ud130, \ud1b5\uc2e0, \uc790\ub3d9\ucc28, \uc591\uc790 \ucef4\ud4e8\ud305 \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\uc5d0\uc11c \ud601\uc2e0\uc801\uc778 \uae30\uc220\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uba70 \ub192\uc740 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131, \uace0\uc18d \ub370\uc774\ud130 \uc804\uc1a1, \uc18c\ud615\ud654 \ub4f1\uc758 \uc774\uc810\uc744 \ubc14\ud0d5\uc73c\ub85c \ubbf8\ub798 \ub514\uc9c0\ud138 \uc778\ud504\ub77c\uc758 \ud575\uc2ec \uae30\uc220\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\ub098, \uc5f4 \uad00\ub9ac, \ud45c\uc900\ud654, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4 \ub4f1\uc758 \uacfc\uc81c\ub97c \ud574\uacb0\ud558\ub294 \uac83\uc774 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \uc704\ud55c \uc911\uc694\ud55c \uc694\uc18c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 CMOS \ud638\ud658 \uc2e4\ub9ac\ucf58 \ub610\ub294 SOI(Silicon-on-Insulator) \uc6e8\uc774\ud37c\ub97c \uae30\ubc18\uc73c\ub85c \uad11\ud559 \ubc0f \uc804\uc790 \uae30\ub2a5\uc744 \ub2e8\uc77c \ub2e4\uc774\uc5d0 \ud1b5\ud569\ud55c \ubd80\ud488 \ubc0f \ubaa8\ub4c8\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc5f0\uac04 \uc218\uc775\uc744 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc73c\ub85c \uc815\uc758\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uc81c\ud488\uc73c\ub85c\ub294 \ud1b5\ud569 \ud2b8\ub79c\uc2dc\ubc84, \ub3c4\ud30c\uad00, \ubcc0\uc870\uae30, \uad11\uac80\ucd9c\uae30 \ubc0f \uad00\ub828 \uc5b4\uc148\ube14\ub9ac\uac00 \uc788\uc73c\uba70, \ub370\uc774\ud130 \uc13c\ud130, \ud1b5\uc2e0, \uc790\ub3d9\ucc28, \uc2e0\ud765 \uc591\uc790 \uc2dc\uc2a4\ud15c \ub4f1\uc758 \ubd84\uc57c\uc5d0 \uacf5\uae09\ub429\ub2c8\ub2e4. III-V \uc7ac\ub8cc \uae30\ubc18 \uc7a5\uce58, \uac1c\ubcc4 \uc218\ub3d9 \uad11\ud559 \ubd80\ud488, \ud328\ud0a4\uc9d5\ub418\uc9c0 \uc54a\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uc6e8\uc774\ud37c \uc11c\ube44\uc2a4\ub294 \ubcf8 \uc2dc\uc7a5 \uc815\uc758\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc740 \uc5ec\ub7ec \ud575\uc2ec \ub3d9\uc778\uc5d0 \uc758\ud574 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559(Co-Packaged Optics) \ucc44\ud0dd, \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\ucd95 \uc758\ubb34\uc5d0 \ub530\ub978 \uc800\uc804\ub825 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694 \uc99d\uac00, 5G \ud504\ub860\ud2b8\ud640\/\ubc31\ud640 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ub530\ub978 400\/800G \ubaa8\ub4c8 \uc218\uc694 \ud655\ub300\uac00 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4. \ub610\ud55c, \uc790\ub3d9\ucc28 \ub808\ubca8-3 LiDAR \ud504\ub85c\uadf8\ub7a8\uc5d0\uc11c\uc758 FMCW \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud65c\uc6a9, \uc591\uc790 \ubc0f \ubcf4\uc548 \ud3ec\ud1a0\ub2c9\uc2a4\uc5d0 \ub300\ud55c \uad6d\ubc29 \uc790\uae08 \uc9c0\uc6d0, \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc778\uc13c\ud2f0\ube0c \uc815\ucc45\uc744 \ud1b5\ud55c \ud3ec\ud1a0\ub2c9\uc2a4 \ud339 \ud655\uc7a5\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc5d0\ub294 \uc81c\uc57d \uc694\uc778\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. 70\u00b0C \uc774\uc0c1\uc758 \uc2e4\ub9ac\ucf58 \uae30\ud310\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc5f4 \uc608\uc0b0(Thermal Budget) \ud55c\uacc4, \ud45c\uc900\ud654\ub41c \ud328\ud0a4\uc9d5 \ubd80\uc871\uc73c\ub85c \uc778\ud55c NRE(Non-Recurring Engineering) \ube44\uc6a9 \uc0c1\uc2b9, 1.55 \u00b5m \uc774\uc0c1 \ud30c\uc7a5\ub300\uc5d0\uc11c\uc758 InP(\uc778\ub4d0\uc778) \ubc0f \ud3f4\ub9ac\uba38 \ud3ec\ud1a0\ub2c9\uc2a4\uc640\uc758 \uacbd\uc7c1, \uadf8\ub9ac\uace0 \uc81c\ud55c\uc801\uc778 300mm \ud3ec\ud1a0\ub2c9\uc2a4 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc778\ud55c \uae34 \ub9ac\ub4dc \ud0c0\uc784\uc774 \uc8fc\uc694 \uac78\ub9bc\ub3cc\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc81c\ud488(\uad11\ud559 \ud2b8\ub79c\uc2dc\ubc84, \uad11 \uc2a4\uc704\uce58, AOC, \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc13c\uc11c \ub4f1), \ubd80\ud488(\ub2a5\ub3d9\/\uc218\ub3d9 \ubd80\ud488), \uc6e8\uc774\ud37c \ud06c\uae30(300mm, 200mm, 150mm \uc774\ud558), \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4(100Gbps \uc774\uc0c1, 400Gbps, 800Gbps, 1.6Tbps \uc774\uc0c1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ub370\uc774\ud130 \uc13c\ud130 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \ud1b5\uc2e0, \uc790\ub3d9\ucc28, AR\/VR, \ud5ec\uc2a4\ucf00\uc5b4, \uad6d\ubc29, \uc591\uc790 \ucef4\ud4e8\ud305 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4, \ud1b5\uc2e0 \uc0ac\uc5c5\uc790, \uc790\ub3d9\ucc28 OEM \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 27.19%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud604\uc7ac \uac00\uc7a5 \ud070 \uc218\uc775\uc744 \ucc3d\ucd9c\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubd84\uc57c\ub85c, \uc804\uccb4 \uc9c0\ucd9c\uc758 55.78%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \uc2a4\uc704\uce58 \uc804\ub825\uc744 \uc57d 30% \uc808\uac10\ud558\uace0 \ub2e4\uc911 \ub799 GPU \ud074\ub7ec\uc2a4\ud130\uc5d0 \ud544\uc694\ud55c \ub300\uc5ed\ud3ed \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\ub294 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2031\ub144\uae4c\uc9c0 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uc9c0\uc5ed\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc73c\ub85c, \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \ud604\uc9c0 \uacf5\uae09\ub9dd \uc774\ub2c8\uc154\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 28.11%\uc758 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Mordor Intelligence\uc5d0 \ub530\ub974\uba74, 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\ub294 31.1\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\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\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. Intel, Cisco Systems, Broadcom, Lumentum, Juniper Networks, GlobalFoundries \ub4f1 24\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uba70, \uac01 \uae30\uc5c5\uc758 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \uc0ac\uc5c5 \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c \ubc29\ubc95\ub860\uc740 1\ucc28 \ubc0f 2\ucc28 \uc870\uc0ac\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. 1\ucc28 \uc870\uc0ac\ub294 CMOS \ud30c\uc6b4\ub4dc\ub9ac \uc5d4\uc9c0\ub2c8\uc5b4, \uad11\ud559 \ud2b8\ub79c\uc2dc\ubc84 \uc81c\ud488 \uad00\ub9ac\uc790, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc870\ub2ec \ucc45\uc784\uc790, \ud1b5\uc2e0 \uae30\ud68d\uc790 \ub4f1\uacfc\uc758 \uc778\ud130\ubdf0\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \ucc44\ud0dd \uc2dc\uae30, \uac00\uaca9 \ub85c\ub4dc\ub9f5, \uc0dd\uc0b0 \ub2a5\ub825 \ud65c\uc6a9\ub3c4\uc5d0 \ub300\ud55c \ud1b5\ucc30\ub825\uc744 \uc5bb\uace0 \ucd08\uae30 \ucd94\uc815\uce58\ub97c \uc870\uc815\ud569\ub2c8\ub2e4. 2\ucc28 \uc870\uc0ac\ub294 \ubbf8\uad6d \uc0b0\uc5c5\uc548\ubcf4\uad6d, SEMI, OIF, NSF\uc640 \uac19\uc740 \uae30\uad00\uc758 \uacf5\uac1c \ub370\uc774\ud130, IEEE Photonics Journal, EPIC \ube0c\ub9ac\ud551, Data Center Dynamics\uc640 \uac19\uc740 \uc815\uae30 \uac04\ud589\ubb3c, \uadf8\ub9ac\uace0 \uae30\uc5c5\uc758 10-K, S-1 \ubcf4\uace0\uc11c \ub4f1\uc744 \ud65c\uc6a9\ud558\uc5ec \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uac00\uaca9 \uc815\ubcf4\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \ubc0f \ub2e4\uc774 \uc218\uc728\uc744 \uc7ac\uad6c\uc131\ud558\ub294 \ud558\ud5a5\uc2dd(Top-down) \ubc29\uc2dd\uacfc \uacf5\uae09\uc5c5\uccb4 \ucd9c\ud558\ub7c9 \ubc0f \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \uc0bc\uac01 \uce21\ub7c9\ud558\ub294 \uc0c1\ud5a5\uc2dd(Bottom-up) \ubc29\uc2dd\uc744 \ubcd1\ud589\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \ub3c5\ub9bd \uc9c0\ud45c\uc640\uc758 \ud3b8\ucc28 \ud14c\uc2a4\ud2b8 \ubc0f \ub3d9\ub8cc \uac80\ud1a0\ub97c \uac70\uccd0 \uac80\uc99d\ub418\uba70, \ubcf4\uace0\uc11c\ub294 12\uac1c\uc6d4\ub9c8\ub2e4 \uc5c5\ub370\uc774\ud2b8\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uacf5\uae09\uc5c5\uccb4\uac00 \uc9c1\uba74\ud55c \uc8fc\uc694 \uacf5\uae09 \uce21\uba74 \uc704\ud5d8\uc740 \uc81c\ud55c\uc801\uc778 300mm \ud3ec\ud1a0\ub2c9\uc2a4 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c, 2027\ub144\uae4c\uc9c0 \ud2b8\ub79c\uc2dc\ubc84 \uacf5\uae09 \ubd80\uc871\uc774 40-60%\uc5d0 \ub2ec\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc2dc\uc7a5\uc740 \uc0c8\ub85c\uc6b4 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\uba70, \ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\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-38715","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\/38715"}],"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=38715"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/38715\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=38715"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=38715"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=38715"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}