{"id":39287,"date":"2026-02-12T12:28:26","date_gmt":"2026-02-12T12:28:26","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/gan-on-silicon-technology-market-mordor\/"},"modified":"2026-10-23T01:22:43","modified_gmt":"2026-10-22T16:22:43","slug":"gan-on-silicon-technology-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/gan-on-silicon-technology-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 GaN \uc628 \uc2e4\ub9ac\ucf58 \uae30\uc220 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/gan-on-silicon-technology-market-1754298015574-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\/gan-on-silicon-technology-market-size-image-1755174299024.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 8\uc778\uce58 GaN-on-Si \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uc73c\ub85c \uc7a5\uce58\ub2f9 \ube44\uc6a9 \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.2 5G \uae30\uc9c0\uad6d \ubc0f \uace0\uc18d \ucda9\uc804\uae30 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\ub97c \uc704\ud55c EV \ud30c\uc6cc\ud2b8\ub808\uc778\uc758 GaN \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub370\uc774\ud130\uc13c\ud130 PSU\uc758 3kW \uc774\uc0c1 GaN \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 IEC \uac00\uc804\uc81c\ud488 \ud6a8\uc728\uc131 \uaddc\uc815\uc73c\ub85c GaN SMPS \ucc44\ud0dd \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.6 \ubbf8\uad6d \ubc0f EU\uc758 \uad6d\uac00 \uac08\ub968 \uacf5\uae09 \uc778\uc13c\ud2f0\ube0c<\/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 GaN-Si \uc5f4 \ubd88\uc77c\uce58\ub85c \uc778\ud55c \uc2e0\ub8b0\uc131 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uace0\uc804\ub825 \ud2b8\ub799\uc158\uc5d0\uc11c \uc5ec\uc804\ud788 SiC\uc5d0 \uc720\ub9ac\ud55c SiC \ube44\uc6a9 \uace1\uc120<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucca8\ub2e8 \uc5d0\ud53c\ud0dd\uc2dc\ub97c \uc704\ud55c \ud76c\uc18c\ud55c Sc2O3 \/ AlN \ubc84\ud37c \uacf5\uae09<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc911\uad6d\uc758 \uac08\ub968 \uc6d0\ub8cc \uc218\ucd9c \ud1b5\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/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<\/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 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 2\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.1.2 4\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.1.3 6\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.1.4 8\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.1.5 12\uc778\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\uce58 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uac1c\ubcc4 \uc804\ub825 \ud2b8\ub79c\uc9c0\uc2a4\ud130 (HEMT)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc9d1\uc801 \ud68c\ub85c (\uc804\ub825 IC)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc804\ub825 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.2.4 RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0 \uc7a5\uce58 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uac00\uc804\uc81c\ud488 \ubc0f \uace0\uc18d \ucda9\uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud1b5\uc2e0 \ubc0f 5G \uae30\uc9c0\uad6d<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc2e0\uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \ud0dc\uc591\uad11 \ub9c8\uc774\ud06c\ub85c \uc778\ubc84\ud130<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c \ubc0f UPS<\/li>\n<li class=\"toc-level-3\">5.3.6 \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc RF<\/li>\n<li class=\"toc-level-3\">5.3.7 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/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 OEM<\/li>\n<li class=\"toc-level-3\">5.4.2 ODM \/ EMS<\/li>\n<li class=\"toc-level-3\">5.4.3 1\ucc28 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc804\ub825 \ubcc0\ud658 \uc804\ubb38\uac00<\/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 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.2.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \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\ud53c\ub2c8\uc5b8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 AG<\/li>\n<li class=\"toc-level-3\">6.4.2 \ub098\ube44\ud0c0\uc2a4 \uc138\ubbf8\ucee8\ub355\ud130 \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.3 GaN \uc2dc\uc2a4\ud15c\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc774\ud53c\uc158\ud2b8 \ud30c\uc6cc \ucee8\ubc84\uc804 \ucf54\ud504.<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc138\ubbf8\ucee8\ub355\ud130 \ucef4\ud3ec\ub10c\uce20 \uc778\ub354\uc2a4\ud2b8\ub9ac\uc988, LLC<\/li>\n<li class=\"toc-level-3\">6.4.6 \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\uce20 \uc778\ucf54\ud37c\ub808\uc774\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.7 ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \uc778\ud130\ub0b4\uc154\ub110 N.V.<\/li>\n<li class=\"toc-level-3\">6.4.8 NXP \uc138\ubbf8\ucee8\ub355\ud130\uc2a4 N.V<\/li>\n<li class=\"toc-level-3\">6.4.9 MACOM \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 \uc194\ub8e8\uc158\uc988 \ud640\ub529\uc2a4, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 \ud30c\ub098\uc18c\ub2c9 \ud640\ub529\uc2a4 \ucf54\ud504.<\/li>\n<li class=\"toc-level-3\">6.4.11 \ub3c4\uc2dc\ubc14 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.12 \ud2b8\ub79c\uc2a4\ud3fc Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc6b8\ud504\uc2a4\ud53c\ub4dc Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 \ud30c\uc6cc \uc778\ud14c\uadf8\ub808\uc774\uc158\uc2a4, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 \ub974\ub124\uc0ac\uc2a4 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.16 \ud004\ucef4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.18 \ub85c\uc634 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.19 \ucf54\ubcf4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 \uc2a4\ubbf8\ud1a0\ubaa8 \uc804\uae30\uacf5\uc5c5 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.21 \ub9c8\uc774\ud06c\ub85c\uce69 \ud14c\ud06c\ub180\ub85c\uc9c0 \uc778\ucf54\ud37c\ub808\uc774\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.22 \uce58\ucf54\ub2c8 \ud30c\uc6cc \ud14c\ud06c\ub180\ub85c\uc9c0 Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.23 \ub2e4\uc774\uc5bc\ub85c\uadf8 \uc138\ubbf8\ucee8\ub355\ud130 PLC<\/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>GaN on Silicon \uae30\uc220 \uc2dc\uc7a5\uc740 2025\ub144 0.81\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144 1.40\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 11.51%\ub97c \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc804\ub825 \uc804\uc790 \ubd84\uc57c\uc758 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc18c\uc7ac \uc758\uc874\ub3c4 \uc99d\uac00, 5G \uc778\ud504\ub77c \ud655\uc0b0, \uc804\uae30\ucc28(EV) \ucda9\uc804\ub7c9 \uc99d\uac00, AI \ub370\uc774\ud130\uc13c\ud130\uc758 \ud6a8\uc728\uc131 \uc694\uad6c \uc99d\ub300 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 8\uc778\uce58 \ubc0f 12\uc778\uce58 \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uc744 \ud1b5\ud574 \ube44\uc6a9 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\uce58\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc218\uc728\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. GaN \uae30\uc220\uc758 \ud6a8\uc728\uc131 \uc774\uc810\uc740 \ub354 \uc791\uace0 \uac00\ubcbc\uc6b0\uba70 \ubc1c\uc5f4\uc774 \uc801\uc740 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc774\uc5b4\uc838 \ud1b5\uc2e0 \ub77c\ub514\uc624, \uace0\uc18d \ucda9\uc804\uae30 \ubc0f \uc11c\ubc84 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58\uc5d0\uc11c \uba85\ud655\ud55c \uc124\uacc4 \uc6b0\uc704\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac08\ub968 \uacf5\uae09 \ubcf4\uc548\uc5d0 \ub300\ud55c \uc6b0\ub824\ub294 \uad6d\ub0b4 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \uc804\ub7b5\uc801 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc73c\uba70, \uc9c0\uc18d\uc801\uc778 \uc2e0\ub8b0\uc131 \uac1c\uc120\uc740 GaN-Si \uc5f4 \ubd88\uc77c\uce58\uc640 \uad00\ub828\ub41c \uacfc\uac70 \uc6b0\ub824\ub97c \uc644\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4 \uc18d\uc5d0\uc11c GaN on Silicon \uae30\uc220 \uc2dc\uc7a5\uc740 \uae30\uc874 \uc2e4\ub9ac\ucf58 \ubc0f \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc194\ub8e8\uc158\uc744 \ub300\uccb4\ud560 \uc0c1\ub2f9\ud55c \uae30\ud68c\ub97c \ud3ec\ucc29\ud558\ub824\ub294 \uc885\ud569 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4(IDM)\uc640 \ud339\ub9ac\uc2a4 \uc804\ubb38 \uae30\uc5c5 \ubaa8\ub450\ub97c \ub04c\uc5b4\ub4e4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ud1b5\uacc4 \ubc0f \ub3d9\ud5a5:<\/p>\n<p>*   \uc5f0\uad6c \uae30\uac04: 2019\ub144 \u2013 2030\ub144<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2025\ub144): 0.81\uc5b5 \ub2ec\ub7ec<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2030\ub144): 1.40\uc5b5 \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2025\ub144 \u2013 2030\ub144): 11.51% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \ubd81\ubbf8<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \uc8fc\uc694 \ub0b4\uc6a9:<\/p>\n<p>*   \uc6e8\uc774\ud37c \ud06c\uae30: 2024\ub144 6\uc778\uce58 \uae30\ud310\uc774 GaN on Silicon \uae30\uc220 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 37.8%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 8\uc778\uce58 \ubd80\ubb38\uc740 2030\ub144\uae4c\uc9c0 12.4%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc18c\uc790 \uc720\ud615: 2024\ub144 \uac1c\ubcc4 \uace0\uc804\uc790 \uc774\ub3d9\ub3c4 \ud2b8\ub79c\uc9c0\uc2a4\ud130(HEMT)\uac00 \ub9e4\ucd9c\uc758 35.2%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc804\ub825 \uc9d1\uc801 \ud68c\ub85c(Power IC)\ub294 2030\ub144\uae4c\uc9c0 13.0%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c: 2024\ub144 \ud1b5\uc2e0 \ubc0f 5G \uae30\uc9c0\uad6d\uc774 GaN on Silicon \uae30\uc220 \uc2dc\uc7a5\uc758 27.9%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ub9c8\uc774\ud06c\ub85c \uc778\ubc84\ud130\ub294 11.9%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: 2024\ub144 OEM\uc774 \uc218\uc694\uc758 67.8%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, Tier-1 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4\ub294 2030\ub144\uae4c\uc9c0 13.4%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c CAGR \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: 2024\ub144 \ubd81\ubbf8\uac00 \ub9e4\ucd9c\uc758 36.5%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2030\ub144\uae4c\uc9c0 12.7%\uc758 CAGR\ub85c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<\/p>\n<p>1.  8\uc778\uce58 GaN-on-Si \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658: GaN on Silicon \uae30\uc220 \uc2dc\uc7a5\uc758 \ube44\uc6a9 \uace1\uc120\uc740 \uc6e8\uc774\ud37c \uc9c1\uacbd\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. 8\uc778\uce58 \uc6e8\uc774\ud37c\ub294 \uae30\uc874 \uc2e4\ub9ac\ucf58 \ud234\ub9c1\uc744 \ud65c\uc6a9\ud558\uc5ec \uc6e8\uc774\ud37c\ub2f9 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 2.3\ubc30 \uc99d\uac00\uc2dc\ucf1c \uc790\ubcf8 \uc9c0\ucd9c\uacfc \ub2e8\uc704 \ube44\uc6a9\uc744 \ub3d9\uc2dc\uc5d0 \uc808\uac10\ud569\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8(Infineon)\uc740 12\uc778\uce58 \ud30c\uc77c\ub7ff \uc6e8\uc774\ud37c\ub97c \uc2dc\uc5f0\ud588\uc73c\uba70, 2026\ub144\uae4c\uc9c0 \ub300\ub7c9 \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\uc5ec \uc2e4\ub9ac\ucf58 MOSFET\uacfc\uc758 \uac00\uaca9 \uaca9\ucc28\ub97c \uc904\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub354 \ud070 \uae30\ud310\uc740 \uc5d0\ud53c\ud0dd\uc2dc \ube44\uc6a9 \ube44\uc911\uc744 \ub0ae\ucd94\uace0, \ucd08\uae30 \uc218\uc728 \ub370\uc774\ud130\ub294 \uc6e8\uc774\ud37c \ud06c\uae30\uac00 \ucee4\uc9c8\uc218\ub85d \uacb0\ud568 \ubc00\ub3c4\uac00 \uac10\uc18c\ud568\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n2.  5G \uae30\uc9c0\uad6d \ubc0f \uace0\uc18d \ucda9\uc804\uae30 \uc218\uc694 \uae09\uc99d: \uae00\ub85c\ubc8c 5G \ud655\uc0b0\uc740 \uae30\uc874 \uac08\ub968 \ube44\uc18c(GaAs) \uc18c\uc790\ubcf4\ub2e4 \ub6f0\uc5b4\ub09c \uace0\uc8fc\ud30c, \uace0\uc804\ub825 \ubb34\uc120 \ud1b5\uc2e0 \uc7a5\ube44\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. GaN\uc740 3~6\ubc30 \ub192\uc740 \uc804\ub825 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \uc99d\ud3ed\uae30 \ud06c\uae30\ub97c \uc904\uc774\uace0 \ube44\ud2b8\ub2f9 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c \uc808\uac10\ud569\ub2c8\ub2e4. \uc18c\ube44\uc790 \uace0\uc18d \ucda9\uc804\uae30 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 GaN\uc758 \ube60\ub978 \uc2a4\uc704\uce6d \uc18d\ub3c4\ub294 65W~100W USB-C \ucda9\uc804\uae30\uc758 \ubd80\ud53c\ub97c \uc808\ubc18\uc73c\ub85c \uc904\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n3.  EV \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\uc758 GaN \uc804\ud658: \ucc28\uc138\ub300 EV \uc544\ud0a4\ud14d\ucc98\uc758 \ud575\uc2ec\uc740 \uacbd\ub7c9\ud654\uc640 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uc785\ub2c8\ub2e4. GaN \uc18c\uc790\ub294 \ud558\ub124\uc2a4 \uc9c8\ub7c9\uc744 \ucd5c\ub300 40% \uc904\uc774\uace0 \uc2e4\ub9ac\ucf58 IGBT \ub300\ube44 \ubcc0\ud658 \uc190\uc2e4\uc744 \ub0ae\ucd94\ub294 48V \uc804\ub825 \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ub9c8\uc4f0\ub2e4(Mazda)\uc640 \ub85c\uc634(ROHM)\uc740 2027 \ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0 GaN \uae30\ubc18 \ucda9\uc804 \uc804\uc790\ub97c \uacf5\uae09\ud558\ub294 \uacf5\ub3d9 \ud504\ub85c\uadf8\ub7a8\uc744 \uacf5\uc2dd\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \ub370\uc774\ud130\uc13c\ud130 PSU\uc758 3kW \uc774\uc0c1 GaN \uc124\uacc4\ub85c\uc758 \uc804\ud658: AI \uc6cc\ud06c\ub85c\ub4dc\ub294 \ub799 \uc804\ub825\uc744 120kW \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\uc2dc\ucf1c \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc774 97% \uc774\uc0c1\uc758 \ud6a8\uc728\uc744 \uac00\uc9c4 3kW \ucd08\uacfc \ubcc0\ud658 \ub2e8\uacc4\ub97c \ucd94\uad6c\ud558\uac8c \ud569\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc758 \ub808\ud37c\ub7f0\uc2a4 \ub514\uc790\uc778\uc740 GaN \uc2a4\uc704\uce58\uc640 \ub514\uc9c0\ud138 \ucee8\ud2b8\ub864\ub7ec\ub97c \uacb0\ud569\ud558\uc5ec 8kW \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58\uc5d0\uc11c 97.5%\uc758 \ud6a8\uc728\uc744 \ub2ec\uc131\ud558\uc5ec \ub0c9\uac01 \ubd80\ud558\uc640 \uc804\uae30 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<\/p>\n<p>1.  GaN-Si \uc5f4 \ubd88\uc77c\uce58\ub85c \uc778\ud55c \uc2e0\ub8b0\uc131 \ubb38\uc81c: GaN \uce35\uacfc \uc2e4\ub9ac\ucf58 \uae30\ud310 \uc0ac\uc774\uc758 54% \uc5f4\ud33d\ucc3d \uacc4\uc218 \ucc28\uc774\ub294 \uae09\uaca9\ud55c \uc628\ub3c4 \ubcc0\ud654 \uc2dc \uae30\uacc4\uc801 \uc2a4\ud2b8\ub808\uc2a4\ub97c \uc720\ubc1c\ud569\ub2c8\ub2e4. \uc7a5\uae30 \uc0ac\uc774\ud074\ub9c1 \uc5f0\uad6c\uc5d0\uc11c\ub294 100K \uc628\ub3c4 \ubcc0\ud654\uc5d0\uc11c 22\ub9cc \ud68c\uc758 \uc804\ub825 \uc0ac\uc774\ud074 \ud6c4 \ube44\uc544(via) \ubd88\ub7c9\uc774 \ubcf4\uace0\ub418\uc5b4, 15\ub144 \uc11c\ube44\uc2a4 \uc218\uba85\uc774 \ud544\uc218\uc801\uc778 \uc790\ub3d9\ucc28 \ubd84\uc57c\uc5d0\uc11c \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uc911\uad6d\uc758 \uac08\ub968 \uc6d0\ub8cc \uc218\ucd9c \ud1b5\uc81c: \uc911\uad6d\uc740 1\ucc28 \uac08\ub968 \uc0dd\uc0b0\ub7c9\uc758 98%\ub97c \ucc28\uc9c0\ud558\uba70, 2023\ub144\uc5d0 \ubd80\uacfc\ub41c \uc218\ucd9c \uc81c\ud55c\uc740 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc9c0\uc9c8\uc870\uc0ac\uad6d(USGS)\uc740 \uac08\ub968 \ubd80\uc871\uc774 \uad6d\ub0b4 \ud339\uc744 \ubc29\ud574\ud560 \uacbd\uc6b0 \uc7a0\uc7ac\uc801\uc73c\ub85c 34\uc5b5 \ub2ec\ub7ec\uc758 GDP \uc190\uc2e4\uc744 \uc608\uc0c1\ud569\ub2c8\ub2e4. 150%\ub97c \ucd08\uacfc\ud558\ub294 \uac00\uaca9 \uae09\ub4f1\uc740 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc18c\ube44\uc790 \ucda9\uc804\uae30 \uc124\uacc4\uc5d0 \uc9c0\uc7a5\uc744 \uc8fc\uace0 \uc801\uc2dc \uc7ac\uace0 \uad00\ub9ac\ub97c \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d \uc0c1\uc138:<\/p>\n<p>*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 2024\ub144 GaN on Silicon \uae30\uc220 \uc2dc\uc7a5\uc5d0\uc11c 6\uc778\uce58 \uc6e8\uc774\ud37c\ub294 \uae30\uc874 \ud654\ud569\ubb3c \ud339\uc758 \uc124\uce58\ub41c \ud234\uc14b\uacfc \uc77c\uce58\ud558\uc5ec 37.8%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 8\uc778\uce58 \uae30\ud310\uc740 \uc8fc\ub958 \uc2e4\ub9ac\ucf58 \ud30c\uc6b4\ub4dc\ub9ac \ub77c\uc778\uc5d0 \uc801\ud569\ud558\uace0 \uc6e8\uc774\ud37c\ub2f9 \ub450 \ubc30 \uc774\uc0c1\uc758 \ub2e4\uc774\ub97c \uc0dd\uc0b0\ud558\uc5ec \uc554\ud398\uc5b4\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ubbc0\ub85c 12.4%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc758 12\uc778\uce58 \ud30c\uc77c\ub7ff\uc740 \uc2e4\ub9ac\ucf58 MOSFET \ube44\uc6a9 \uad6c\uc870\uc640\uc758 \ub3d9\ub4f1\uc131\uc744 \uc704\ud55c \uc2e4\ud589 \uac00\ub2a5\ud55c \uacbd\ub85c\ub97c \ubcf4\uc5ec\uc8fc\uba70, \ub300\ub7c9 \uc0dd\uc0b0 \uc218\uc728\uc774 \uc548\uc815\ud654\ub418\uba74 \uac00\uc804\uc81c\ud488 \uc2dc\uc7a5\uc758 \ubcc0\uace1\uc810\uc744 \ub9c8\ub828\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc18c\uc790 \uc720\ud615\ubcc4: \uac1c\ubcc4 HEMT\ub294 \uc131\uc219\ud55c \uac8c\uc774\ud2b8 \uad6c\ub3d9 \uc0dd\ud0dc\uacc4\uc640 \uac04\ub2e8\ud55c \uac80\uc99d \ub355\ubd84\uc5d0 2024\ub144 \ub9e4\ucd9c\uc758 35.2%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 GaN \uc2a4\uc704\uce58\uc640 \uc81c\uc5b4, \ubcf4\ud638, \ub54c\ub85c\ub294 \uc2e4\ub9ac\ucf58 \ub85c\uc9c1\uc744 \uacb0\ud569\ud55c \uc804\ub825 \uc9d1\uc801 \ud68c\ub85c(Power IC)\ub294 \uacf5\uac04\uc744 \ucc28\uc9c0\ud558\uace0 EMI \uc704\ud5d8\uc744 \ucd94\uac00\ud558\ub294 \uc678\ubd80 \ub4dc\ub77c\uc774\ubc84 \ubcf4\ub4dc\ub97c \uc81c\uac70\ud558\uc5ec 13.0%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 \uc124\uacc4\ub294 \uc2a4\uc704\uce6d \uc8fc\ud30c\uc218\ub97c \uba40\ud2f0-MHz \uc601\uc5ed\uc73c\ub85c \ub04c\uc5b4\uc62c\ub824 \uc218\ub3d9 \ubd80\ud488\uc758 \ud06c\uae30\ub97c \uc904\uc785\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c\ub294 \ud6a8\uc728\uc801\uc778 RF \uc99d\ud3ed\uc5d0 \ub300\ud55c \uc6b4\uc601\uc790 \uc218\uc694\ub97c \ubc18\uc601\ud558\uc5ec 2024\ub144 \ub9e4\ucd9c\uc758 27.9%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud0dc\uc591\uad11 \ub9c8\uc774\ud06c\ub85c \uc778\ubc84\ud130 \ubc0f \uad11\ubc94\uc704\ud55c \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c\uc740 GaN\uc758 \uace0\uc8fc\ud30c \uc791\ub3d9\uc774 \ub354 \uc791\uc740 \uc790\uae30 \ubd80\ud488\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uace0 \ubcc0\ud658 \ud6a8\uc728\uc744 1~2\ud3ec\uc778\ud2b8 \ub192\uc5ec 11.9%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: OEM\uc740 \uc2a4\ub9c8\ud2b8\ud3f0, \uae30\uc9c0\uad6d \ubc0f \uc0b0\uc5c5 \uc81c\uc5b4 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc9c1\uc811 \uc870\ub2ec \ub355\ubd84\uc5d0 2024\ub144 \uc870\ub2ec\uc758 67.8%\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 Tier-1 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4\ub294 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30, DC-DC \ucee8\ubc84\ud130 \ubc0f \ucc28\uc138\ub300 EV\uc758 \ud575\uc2ec\uc778 \ub808\uc774\ub354 \ubaa8\ub4c8\uc5d0 GaN\uc744 \ud1b5\ud569\ud558\uba74\uc11c 13.4%\uc758 CAGR\uc744 \ub2ec\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<\/p>\n<p>*   \ubd81\ubbf8: \ubd81\ubbf8\ub294 \uae00\ub85c\ubc8c\ud30c\uc6b4\ub4dc\ub9ac(GlobalFoundries) \uc2dc\uc124\uc758 GaN \ub77c\uc778 \ud655\uc7a5\uc744 \uc704\ud55c CHIPS Act \uc790\uae08 15\uc5b5 \ub2ec\ub7ec\uc5d0 \ud798\uc785\uc5b4 2024\ub144 \ub9e4\ucd9c\uc75832.5%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 GaN \uae30\ubc18 \uc804\ub825 \ubc0f RF \uc194\ub8e8\uc158\uc758 \uc5f0\uad6c \uac1c\ubc1c \ubc0f \uc0c1\uc5c5\ud654\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ucc38\uc5ec\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c\uc5d0\uc11c \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc744 \ud3ec\ud568\ud55c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 GaN \uc81c\uc870 \ubc0f \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 2024\ub144 \ub9e4\ucd9c\uc758 40.1%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc911\uad6d\uc740 \uc804\uae30\ucc28 \ucda9\uc804 \uc778\ud504\ub77c \ubc0f 5G \uae30\uc9c0\uad6d \uad6c\ucd95\uc5d0 GaN \uae30\uc220\uc744 \uc801\uadf9\uc801\uc73c\ub85c \ub3c4\uc785\ud558\uba70 \ube60\ub978 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: \uc720\ub7fd\uc740 \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c GaN \uae30\uc220 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uba74\uc11c 2024\ub144 \ub9e4\ucd9c\uc758 18.3%\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ub3c5\uc77c\uacfc \ud504\ub791\uc2a4\ub294 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c \ubc0f \uace0\ud6a8\uc728 \uc804\ub825 \ubcc0\ud658 \uc7a5\uce58 \uac1c\ubc1c\uc5d0 \uc9d1\uc911\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uacfc\uc81c:<\/p>\n<p>*   \uae30\uc220 \ubc1c\uc804: GaN \uc628 \uc2e4\ub9ac\ucf58(GaN-on-Si) \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uc81c\uc870 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \ub300\ub7c9 \uc0dd\uc0b0\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec GaN \uc7a5\uce58\uc758 \uc0c1\uc5c5\uc801 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, GaN \uc7a5\uce58\uc758 \uc2e0\ub8b0\uc131 \ubc0f \uc218\uba85 \uac1c\uc120\uc744 \uc704\ud55c \uc5f0\uad6c\uac00 \ud65c\ubc1c\ud788 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uacbd\uc7c1 \uc2ec\ud654: \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC)\uc640 \uac19\uc740 \ub2e4\ub978 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \ubc18\ub3c4\uccb4\uc640\uc758 \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. GaN\uc740 \uace0\uc8fc\ud30c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uac15\uc810\uc744 \ubcf4\uc774\uc9c0\ub9cc, \uace0\uc804\ub825 \ubc0f \uace0\uc804\uc555 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c\ub294 SiC\uac00 \uc5ec\uc804\ud788 \uc6b0\uc704\ub97c \uc810\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uacf5\uae09\ub9dd \ubb38\uc81c: \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \ubd88\uc548\uc815\uc131\uc740 GaN \uc2dc\uc7a5\uc5d0\ub3c4 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\uc790\uc7ac \uc870\ub2ec \ubc0f \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc704\ud55c \uc911\uc694\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \ud45c\uc900\ud654 \ubc0f \uaddc\uc81c: GaN \uae30\uc220\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uc704\ud574\uc11c\ub294 \uc0b0\uc5c5 \ud45c\uc900\ud654 \ubc0f \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c \uac1c\ubc1c\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc774\ub294 \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc744 \ubcf4\uc7a5\ud558\uace0 \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860\uc801\uc73c\ub85c, GaN \uc2dc\uc7a5\uc740 5G, \uc804\uae30\ucc28, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ub4f1 \ub2e4\uc591\ud55c \uace0\uc131\uc7a5 \uc0b0\uc5c5\uc758 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uac15\ub825\ud55c \uc131\uc7a5 \uada4\ub3c4\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uae30\uc220 \ubc1c\uc804\uacfc \ud22c\uc790 \uc99d\uac00\ub294 \uc2dc\uc7a5 \ud655\uc7a5\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud560 \uac83\uc774\uc9c0\ub9cc, \uacbd\uc7c1 \uc2ec\ud654\uc640 \uacf5\uae09\ub9dd \ubb38\uc81c\ub294 \uc9c0\uc18d\uc801\uc778 \uad00\uc2ec\uacfc \ud574\uacb0 \ub178\ub825\uc774 \ud544\uc694\ud55c \ubd80\ubd84\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 GaN-on-Silicon \uae30\uc220 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 GaN-on-Silicon \uae30\uc220 \uc2dc\uc7a5\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 11.51%\ub97c \uae30\ub85d\ud558\uba70 14\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c\ub294 8\uc778\uce58 GaN-on-Si \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uc744 \ud1b5\ud55c \uc7a5\uce58\ub2f9 \ube44\uc6a9 \uc808\uac10, 5G \uae30\uc9c0\uad6d \ubc0f \uace0\uc18d \ucda9\uc804\uae30 \uc218\uc694 \uae09\uc99d, \uc804\uae30\ucc28(EV) \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\uc758 GaN \uae30\ubc18 \ud30c\uc6cc\ud2b8\ub808\uc778 \uc804\ud658, \ub370\uc774\ud130\uc13c\ud130 PSU\uc758 3kW \uc774\uc0c1 GaN \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \ub9c8\uc774\uadf8\ub808\uc774\uc158, IEC \uac00\uc804 \ud6a8\uc728\uc131 \uaddc\uc81c\uc5d0 \ub530\ub978 GaN SMPS \ucc44\ud0dd \uc99d\uac00, \uadf8\ub9ac\uace0 \ubbf8\uad6d \ubc0f EU\uc758 \uac08\ub968 \uacf5\uae09 \uad00\ub828 \uad6d\uac00\uc801 \uc778\uc13c\ud2f0\ube0c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 GaN\uc740 5G \ubb34\uc120 \uc804\ub825 \uc99d\ud3ed\uae30 \ubd84\uc57c\uc5d0\uc11c \uae30\uc874 GaAs \uc7a5\uce58\ubcf4\ub2e4 3~6\ubc30 \ub192\uc740 \uc804\ub825 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \ub354 \uc791\uace0 \ud6a8\uc728\uc801\uc778 5G \ubb34\uc120 \uc7a5\uce58 \uad6c\ud604\uc5d0 \uae30\uc5ec\ud558\uba70, \uc804\uae30\ucc28 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\uc5d0\uc11c\ub294 48V \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc744 \uc9c0\uc6d0\ud558\uc5ec \ubc30\uc120 \ubb34\uac8c\ub97c \ucd5c\ub300 40% \uc808\uac10\ud558\uace0 \ubcc0\ud658 \ud6a8\uc728\uc744 \uac1c\uc120\ud558\uc5ec \ucc28\ub7c9 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc5f0\uc7a5\ud558\ub294 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 GaN-Si \uc5f4\ud33d\ucc3d \ubd88\uc77c\uce58\ub85c \uc778\ud55c \uc2e0\ub8b0\uc131 \ubb38\uc81c, \uace0\uc804\ub825 \ud2b8\ub799\uc158 \ubd84\uc57c\uc5d0\uc11c \uc5ec\uc804\ud788 SiC\uac00 \uc720\ub9ac\ud55c \ube44\uc6a9 \uace1\uc120, \ucca8\ub2e8 \uc5d0\ud53c\ud0dd\uc2dc\ub97c \uc704\ud55c Sc2O3\/AlN \ubc84\ud37c \uacf5\uae09 \ubd80\uc871, \uadf8\ub9ac\uace0 \uc911\uad6d\uc758 \uac08\ub968 \uc6d0\ub8cc \uc218\ucd9c \ud1b5\uc81c \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc911\uad6d\uc774 \uac08\ub968\uc758 98%\ub97c \uacf5\uae09\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c \uc218\ucd9c \uc81c\ud55c\uc740 \uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9\uacfc \uc870\ub2ec \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uc5ec \uc11c\ubc29 \uad6d\uac00\ub4e4\uc758 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc6e8\uc774\ud37c \ud06c\uae30(2\uc778\uce58, 4\uc778\uce58, 6\uc778\uce58, 8\uc778\uce58, 12\uc778\uce58), \uc7a5\uce58 \uc720\ud615(\uac1c\ubcc4 \uc804\ub825 \ud2b8\ub79c\uc9c0\uc2a4\ud130, \uc9d1\uc801 \ud68c\ub85c, \uc804\ub825 \ubaa8\ub4c8, RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc \ubaa8\ub4c8 \ub4f1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc18c\ube44\uc790 \uac00\uc804 \ubc0f \uace0\uc18d \ucda9\uc804\uae30, \ud1b5\uc2e0 \ubc0f 5G \uae30\uc9c0\uad6d, \uc7ac\uc0dd \uc5d0\ub108\uc9c0, \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0, \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c \ubc0f UPS, \ubc29\uc704 \ubc0f \ud56d\uacf5\uc6b0\uc8fc RF \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(OEM, ODM\/EMS, Tier-1 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4, \uc804\ub825 \ubcc0\ud658 \uc804\ubb38\uc5c5\uccb4), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc774 \uc911 8\uc778\uce58 \uc6e8\uc774\ud37c\ub294 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uace0 \uae30\uc874 \uc2e4\ub9ac\ucf58 \ud339\uc744 \ud65c\uc6a9\ud560 \uc218 \uc788\uc5b4 \uc5f0\ud3c9\uade0 12.4%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \ud3ec\ud568\ub418\uba70, Infineon Technologies, Navitas Semiconductor, GaN Systems, Efficient Power Conversion, Texas Instruments, STMicroelectronics, NXP Semiconductors, Panasonic Holdings, Toshiba Corporation, Transphorm, Wolfspeed, Renesas Electronics, Qualcomm, Samsung Electronics \ub4f1 \uc8fc\uc694 20\uc5ec\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\uba70, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 GaN-on-Silicon \uae30\uc220 \uc2dc\uc7a5\uc758 \ubc1c\uc804 \ubc29\ud5a5\uc744 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