{"id":39434,"date":"2026-02-12T13:59:53","date_gmt":"2026-02-12T13:59:53","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/photonics-market-market-mordor\/"},"modified":"2026-10-02T12:55:04","modified_gmt":"2026-10-02T03:55:04","slug":"photonics-market-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/photonics-market-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \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\/photonics-market-market_1704460255318_Photonics_Market_Major_Players_Logo.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\/photonics-market-market-size-image-1768582074389.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \ub370\uc774\ud130\uc13c\ud130 \uc0c1\ud638 \uc5f0\uacb0 \ud655\uc0b0\uc73c\ub85c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694 \ucd09\uc9c4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uc911\uad6d \uc790\ub3d9\ucc28 OEM \uc804\ubc18\uc5d0 \uac78\uce5c LiDAR \uae30\ubc18 ADAS \ucc44\ud0dd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \ub9c8\uc774\ud06c\ub85c LED \ubc0f GaN \ud3ec\ud1a0\ub2c9\uc2a4 \ud339\uc5d0 \ub300\ud55c EU \uadf8\ub9b0 \ub51c \uc778\uc13c\ud2f0\ube0c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc778\ub3c4 PLI \uc81c\ub3c4, \uad6d\ub0b4 \ud3ec\ud1a0\ub2c9\uc2a4 \ud074\ub7ec\uc2a4\ud130 \ud65c\uc131\ud654<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \ud604\uc7a5 \uc9c4\ub2e8 \ubc14\uc774\uc624\uc13c\uc2f1 \uae09\uc99d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \uc6b0\uc8fc \ub4f1\uae09 \ud3ec\ud1a0\ub2c9\uc2a4\uc5d0 \ub300\ud55c \uc704\uc131 \uba54\uac00 \ucee8\uc2a4\ud154\ub808\uc774\uc158 \ud22c\uc790<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \ubcd1\ubaa9 \ud604\uc0c1 (InP, GaN &lt;150 mm)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 10kW \uc774\uc0c1 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \ud1b5\ud569 \ud3ec\ud1a0\ub2c9 IC \ud45c\uc900 \uac04\uc758 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \uaca9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \ubbf8\uad6d-\uc911\uad6d \ubb34\uc5ed \ud1b5\uc81c\ub85c \uc778\ud55c \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc704\ud5d8 \uc99d\uac00<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uc81c\ud488\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \ub808\uc774\uc800<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.1 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.2 \uad11\uc12c\uc720 \ub808\uc774\uc800<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.3 \uace0\uccb4 \ubc0f \uae30\ud0c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 LED<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \uc13c\uc11c \ubc0f \uac10\uc9c0\uae30<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \uad11\uc12c\uc720 \ubc0f \ub3c4\ud30c\uad00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 \ubcc0\uc870\uae30 \ubc0f \uc2a4\uc704\uce58<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.6 \uae30\ud0c0 \uc81c\ud488<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \uc7ac\ub8cc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \uc2e4\ub9ac\ucf58<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc720\ub9ac \ubc0f \uc2e4\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 (InP, GaAs, GaN)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \ud3f4\ub9ac\uba38 \ubc0f \ud50c\ub77c\uc2a4\ud2f1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 \uae30\ud0c0 \uc7ac\ub8cc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ud30c\uc7a5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \uc790\uc678\uc120 (UV)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uac00\uc2dc\uad11\uc120<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \uc801\uc678\uc120<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \uac00\uc804\uc81c\ud488<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \ub514\uc2a4\ud50c\ub808\uc774 \ubc0f \uc774\ubbf8\uc9d5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \ud0dc\uc591\uad11 \ubc1c\uc804<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 LED \uc870\uba85<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \uc758\ub8cc \ubc0f \uc0dd\uccb4 \uacc4\uce21<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.7 \uc0b0\uc5c5 \ubc0f \uc81c\uc870<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.8 \uc790\ub3d9\ucc28 (LiDAR \ud3ec\ud568)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.9 \ub370\uc774\ud130 \ubc0f \ud1b5\uc2e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.10 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.6 \uae30\ud0c0 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \ub3d9\ub0a8\uc544\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \uae30\ud0c0 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.3 \uae30\ud0c0 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.6 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.6.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.6.2 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          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 \ud604\ud669(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Hamamatsu Photonics KK<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Intel Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Nokia Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Coherent Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 AMS OSRAM AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 IPG Photonics Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Signify NV<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Lumentum Holdings Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Infinera Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 NEC Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Corning Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 Schott AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Thorlabs Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Jenoptik AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Trumpf Photonics GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Molex, LLC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Rockley Photonics Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Innolume GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Aeva Technologies Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Broadcom Inc. (Silicon Photonics)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 Carl Zeiss AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.22 Nikon Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.23 Teledyne Technologies Inc.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc740 2026\ub144 1\uc870 4,600\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 1\uc870 7,900\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 4.16%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ubcf5\ud569 \ubc18\ub3c4\uccb4 \ud50c\ub7ab\ud3fc \ubc0f \ud1b5\ud569 \ud3ec\ud1a0\ub2c9\uc2a4 \ud68c\ub85c\ub85c\uc758 \uad6c\uc870\uc801 \uc804\ud658\uc774 \uc774\ub8e8\uc5b4\uc9c0\uba74\uc11c, \uae30\uc874 LED \ubc31\ub77c\uc774\ud305\uc758 \uc0c1\ud488\ud654 \uc555\ub825\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ud2b9\ud788 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 800\uae30\uac00\ube44\ud2b8 \ubc0f 1.6\ud14c\ub77c\ube44\ud2b8 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84\ub97c \ub300\ub7c9\uc73c\ub85c \ubc30\uce58\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uc790\ub3d9\ucc28 OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uc5c5\uccb4\ub4e4\uc740 \uc11c\uad6c\uad8c\uc758 \ucc44\ud0dd\ub960\uc744 \uc774\ubbf8 \ub118\uc5b4\uc120 \uc218\uc900\uc73c\ub85c \uc911\uae09 \uc804\uae30\ucc28\uc5d0 LiDAR(\uad11 \uac80\ucd9c \ubc0f \uac70\ub9ac \uce21\uc815) \uc7a5\uce58\ub97c \ub0b4\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc720\ub7fd\uc5f0\ud569\uacfc \uc778\ub3c4\ub294 \uac08\ub968-\uc9c8\ud654\ubb3c(GaN) \ubc0f \uc778\ub4d0-\uc778\ud654\ubb3c(InP) \uc6e8\uc774\ud37c \ud339\uc5d0 \uc790\ubcf8 \uc9c0\ucd9c \ubcf4\uc870\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec, \uc5ed\uc0ac\uc801\uc73c\ub85c \ub3d9\uc544\uc2dc\uc544\uc5d0 \uc9d1\uc911\ub418\uc5c8\ub358 \uacf5\uae09\ub9dd\uc744 \uc790\uad6d\uc73c\ub85c \ud68c\uadc0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc218\uce58:<br \/>\n*   \uc870\uc0ac \uae30\uac04: 2020\ub144 &#8211; 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 1\uc870 4,600\uc5b5 \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 1\uc870 7,900\uc5b5 \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026\ub144 &#8211; 2031\ub144): \uc5f0\ud3c9\uade0 4.16%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \ub0ae\uc74c<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc81c\ud488 \uce74\ud14c\uace0\ub9ac\ubcc4: 2025\ub144 \ub808\uc774\uc800\uac00 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc758 38.32%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubcc0\uc870\uae30 \ubc0f \uc2a4\uc704\uce58\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.91% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc\ubcc4: 2025\ub144 \uc2e4\ub9ac\ucf58\uc774 34.52%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \ud3f4\ub9ac\uba38 \ubc0f \ud50c\ub77c\uc2a4\ud2f1\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.67% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc7a5\ubcc4: 2025\ub144 \uc801\uc678\uc120\uc774 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 46.18%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\uc678\uc120 \uc751\uc6a9 \ubd84\uc57c\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.02% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 \ub370\uc774\ud130 \ubc0f \ud1b5\uc2e0\uc774 27.71%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ub2ec\ub838\uc73c\uba70, \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.78% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc774 41.37%\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud588\uc73c\uba70, \uc911\ub3d9\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.23% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uae00\ub85c\ubc8c \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30 (\uc131\uc7a5 \ub3d9\uc778)<\/p>\n<p>*   \ub370\uc774\ud130\uc13c\ud130 \uc0c1\ud638 \uc5f0\uacb0\uc758 \ud655\uc0b0\uc774 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694 \ucd09\uc9c4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uacfc \uc804\ub825 \uc608\uc0b0\uc744 \uc904\uc774\uae30 \uc704\ud574 400\uae30\uac00\ube44\ud2b8 \ud50c\ub7ec\uadf8\ud615 \uad11\ud559 \uc7a5\uce58\uc5d0\uc11c 800\uae30\uac00\ube44\ud2b8 \ubc0f 1.6\ud14c\ub77c\ube44\ud2b8 \ucf54\ud328\ud0a4\uc9c0 \ubaa8\ub4c8\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc740 2024\ub144 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 40% \uc131\uc7a5\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\uc73c\uba70, Lumentum\uc758 1.6\ud14c\ub77c\ube44\ud2b8 \ud074\ub77c\uc6b0\ub4dc AI \ud50c\ub7ab\ud3fc\uc740 15\uc640\ud2b8\uc758 \uc5f4 \ubd09\ud22c\ub97c \uc81c\uacf5\ud558\uc5ec \ub370\uc774\ud130\uc13c\ud130 \uc124\uacc4\uc790\ub4e4\uc774 \uac1c\ubcc4 \ud2b8\ub79c\uc2dc\ubc84\ub97c \uc628\ubcf4\ub4dc \uad11\ud559 \uc7a5\uce58\ub85c \ub300\uccb4\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \uc778\ub4d0-\uc778\ud654\ubb3c \uac8c\uc778 \uce69\uc758 \ubd80\uc871\uc744 \uc57c\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d \uc790\ub3d9\ucc28 OEM\uc758 LiDAR \uae30\ubc18 ADAS \ucc44\ud0dd: 2025\ub144 \uc911\uad6d \uc804\uae30\ucc28 \ube0c\ub79c\ub4dc\ub294 120\ub9cc \ub300\uc758 \uc2b9\uc6a9\ucc28\uc5d0 LiDAR \uc13c\uc11c\ub97c \ud1b5\ud569\ud558\uc5ec 18%\uc758 \uce68\ud22c\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 \uc720\ub7fd\uacfc \ubd81\ubbf8\uc758 7%\ub97c \uc555\ub3c4\ud558\ub294 \uc218\uce58\uc785\ub2c8\ub2e4. BYD\uc758 Seal \ubc0f Han \ubaa8\ub378\uc740 Hesai\uc758 500\ub2ec\ub7ec \uc194\ub9ac\ub4dc \uc2a4\ud14c\uc774\ud2b8 \uc7a5\uce58\ub97c \uc0ac\uc6a9\ud558\uba70, NIO\ub294 Innovusion\uc758 1,550\ub098\ub178\ubbf8\ud130 \ud30c\uc774\ubc84 \ub808\uc774\uc800 \uc7a5\uce58\ub97c \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube60\ub978 \ucc44\ud0dd\uc740 \uac08\ub968-\ube44\uc18c(GaAs) \uc5d0\uc9c0 \ubc29\ucd9c \ub808\uc774\uc800\uc758 \ube44\uc6a9 \uace1\uc120\uc744 \uc555\ucd95\ud558\uc5ec 2026\ub144 \ub9d0\uae4c\uc9c0 300\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ubaa8\ub4c8 \ucd9c\uc2dc\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   EU \uadf8\ub9b0 \ub51c \uc778\uc13c\ud2f0\ube0c\ub97c \ud1b5\ud55c \ub9c8\uc774\ud06c\ub85c LED \ubc0f GaN \ud3ec\ud1a0\ub2c9\uc2a4 \ud339 \uc9c0\uc6d0: \uc720\ub7fd \uc704\uc6d0\ud68c\ub294 2024\ub144 \ub3c5\uc77c, \ud504\ub791\uc2a4, \ub124\ub35c\ub780\ub4dc\uc758 \uac08\ub968-\uc9c8\ud654\ubb3c \ubc0f \ub9c8\uc774\ud06c\ub85c LED \uc0dd\uc0b0 \ub77c\uc778\uc5d0 12\uc5b5 \uc720\ub85c(13\uc5b5 \ub2ec\ub7ec)\ub97c \uacf5\ub3d9 \uc9c0\uc6d0\ud588\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc740 Infineon\uacfc AMS OSRAM\uc774 \uc8fc\ub3c4\ud558\ub294 200mm GaN-on-\uc2e4\ub9ac\ucf58 \ud339\uc5d0 5\uc5b5 \uc720\ub85c\ub97c \uc2b9\uc778\ud588\uc73c\uba70, \ud504\ub791\uc2a4\ub294 \uc790\ub3d9\ucc28 \ud5e4\ub4dc\uc5c5 \ub514\uc2a4\ud50c\ub808\uc774\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \ub9c8\uc774\ud06c\ub85c LED \ud30c\uc77c\ub7ff \ub77c\uc778\uc5d0 3\uc5b5 \uc720\ub85c\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uae00\ub85c\ubc8c GaN \uc0dd\uc0b0 \ub2a5\ub825\uc758 70%\ub97c \ucc28\uc9c0\ud558\ub294 \ub300\ub9cc \uc5d0\ud53c\ud0dd\uc2dc \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4\uc758 PLI(\uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c) \uc81c\ub3c4\uac00 \uad6d\ub0b4 \ud3ec\ud1a0\ub2c9\uc2a4 \ud074\ub7ec\uc2a4\ud130 \ud65c\uc131\ud654: 2024\ub144 3\uc6d4, \uc778\ub3c4\ub294 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubd84\uc57c\ub85c PLI \uc81c\ub3c4\ub97c \ud655\ub300\ud558\uc5ec \ud1b5\ud569 \ud3ec\ud1a0\ub2c9\uc2a4 \ud68c\ub85c \ubc0f \uad11\ud559 \ud2b8\ub79c\uc2dc\ubc84\ub97c \uc0dd\uc0b0\ud558\ub294 \ud339\uc5d0 50%\uc758 \uc790\ubcf8 \uc9c0\ucd9c \ud658\uae09\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud504\ub85c\uadf8\ub7a8\uc740 2028\ub144\uae4c\uc9c0 500\uc5b5 \ub8e8\ud53c(6\uc5b5 \ub2ec\ub7ec)\uc758 \ud22c\uc790\ub97c \ubaa9\ud45c\ub85c \ud558\uba70, \ubcb5\uac08\ub8e8\ub8e8\uc640 \ud558\uc774\ub370\ub77c\ubc14\ub4dc\uac00 \ud5c8\ube0c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \ud604\uc7a5 \uc9c4\ub2e8 \ubc14\uc774\uc624\uc13c\uc2f1 \uae09\uc99d: \uc5f0\uc18d \ud608\ub2f9 \ubaa8\ub2c8\ud130\uc640 \uac19\uc740 \ud604\uc7a5 \uc9c4\ub2e8 \ud3ec\ud1a0\ub2c9\uc2a4 \uc9c4\ub2e8 \uae30\uae30\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc704\uc131 \uba54\uac00-\ucee8\uc2a4\ud154\ub808\uc774\uc158 \ud22c\uc790\ub85c \uc6b0\uc8fc\uc6a9 \ud3ec\ud1a0\ub2c9\uc2a4 \uc218\uc694 \uc99d\uac00: \uc7a5\uae30\uc801\uc73c\ub85c \uc6b0\uc8fc\uc6a9 \ud3ec\ud1a0\ub2c9\uc2a4\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 4. \uae00\ub85c\ubc8c \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30 (\uc131\uc7a5 \uc800\ud574 \uc694\uc778)<\/p>\n<p>*   \ubcf5\ud569 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \ubcd1\ubaa9 \ud604\uc0c1 (InP, GaN <150mm): \uc778\ub4d0-\uc778\ud654\ubb3c \ubc0f \uac08\ub968-\uc9c8\ud654\ubb3c \uae30\ud310\uc740 \uc5ec\uc804\ud788 100mm \ubc0f 150mm \ud06c\uae30\uc5d0 \uba38\ubb3c\ub7ec \uc788\uc5b4, \uc6e8\uc774\ud37c \uac00\uaca9\uc774 300mm \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\uc5d0 \ube44\ud574 \ud6e8\uc52c \ub192\uc2b5\ub2c8\ub2e4. 2025\ub144\uc5d0\ub294 \ucf54\ud788\uc5b4\ub7f0\ud2b8 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694 \uae09\uc99d\uc73c\ub85c \ub9ac\ub4dc \ud0c0\uc784\uc774 26\uc8fc\uae4c\uc9c0 \ub298\uc5b4\ub0ac\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc774 \uc720\uae30\uae08\uc18d \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29(MOCVD) \uc7a5\ube44\uc5d0 \ub300\ud55c \ubb34\uc5ed \ud1b5\uc81c\ub97c \ubd80\uacfc\ud558\uba74\uc11c \uacf5\uae09\uc774 \ub354\uc6b1 \uacbd\uc0c9\ub418\uc5c8\uc2b5\ub2c8\ub2e4.\n*   10kW \uc774\uc0c1 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4: 10kW \uc774\uc0c1\uc758 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800 \ubc14\ub294 500W\/cm\u00b2\ub97c \ucd08\uacfc\ud558\ub294 \uc5f4 \ud50c\ub7ed\uc2a4\ub97c \ubc1c\uc0dd\uc2dc\ucf1c, \uc811\ud569 \uc628\ub3c4\ub97c 60\u00b0C \uc774\ud558\ub85c \uc720\uc9c0\ud558\uae30 \uc704\ud574 50\u00b5m \ubbf8\ub9cc\uc758 \ucc44\ub110\uc744 \uac00\uc9c4 \ub9c8\uc774\ud06c\ub85c \ucc44\ub110 \ucfe8\ub7ec\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. IPG\uc758 15kW \ud30c\uc774\ubc84 \ub808\uc774\uc800 \ubaa8\ub4c8\uc740 \ub2e4\uc774\uc544\ubaac\ub4dc \ubc29\uc5f4\ud310\uacfc 2\uc0c1 \uc561\uccb4 \ub0c9\uac01\uc744 \ud1b5\ud569\ud558\uc5ec \uc7ac\ub8cc\ube44\uac00 8,000\ub2ec\ub7ec \uc99d\uac00\ud569\ub2c8\ub2e4.\n*   \ud1b5\ud569 \ud3ec\ud1a0\ub2c9\uc2a4 IC \ud45c\uc900 \uac04\uc758 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \uaca9\ucc28: \ub2e4\uc591\ud55c \ud1b5\ud569 \ud3ec\ud1a0\ub2c9\uc2a4 IC \ud45c\uc900 \uac04\uc758 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ubd80\uc871\uc740 \uc2dc\uc7a5 \ud655\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.\n*   \ubbf8\uc911 \ubb34\uc5ed \ud1b5\uc81c\ub85c \uc778\ud55c \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc704\ud5d8 \uc99d\uac00: \ubbf8\uad6d\uc758 \uc2ec\uc790\uc678\uc120(DUV) \uc7a5\ube44 \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d \ud339\ub4e4\uc774 \uad6d\ub0b4 \ub300\uc548\uc744 \uac1c\ubc1c\ud558\ub3c4\ub85d \uac15\uc81c\ud588\uc73c\uba70, \uc774\ub294 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc758 \ud22c\uc790 \uc704\ud5d8\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n# 5. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d\n\n*   \uc81c\ud488\ubcc4: \ud30c\uc774\ubc84 \ub808\uc774\uc800\uac00 \uc0b0\uc5c5 \uc218\uc694\ub97c \uacac\uc778\n    *   \ub808\uc774\uc800: 2025\ub144 \uc81c\ud488 \ub9e4\ucd9c\uc758 38.32%\ub97c \ucc28\uc9c0\ud558\uba70 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. IPG \ubc0f Trumpf\uc758 \ud30c\uc774\ubc84 \ub808\uc774\uc800 \uc2dc\uc2a4\ud15c\uc740 \uae08\uc18d \uc808\ub2e8, \uc6a9\uc811 \ubc0f \uc801\uce35 \uc81c\uc870 \ubd84\uc57c\ub97c \uc9c0\ubc30\ud569\ub2c8\ub2e4. Coherent\ub294 2024\ub144 LiDAR \ubc0f \uc758\ub8cc \ud38c\ud551 \uc791\uc5c5\uc5d0 200\ub9cc \uac1c\uc758 \uc5d0\uc9c0 \ubc29\ucd9c \ub2e4\uc774\uc624\ub4dc \ubc14\ub97c \ucd9c\ud558\ud588\uc2b5\ub2c8\ub2e4.\n    *   \ubcc0\uc870\uae30 \ubc0f \uc2a4\uc704\uce58: 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.91%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 51.2\ud14c\ub77c\ube44\ud2b8 \uc2a4\uc704\uce58\uc5d0\uc11c \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8\uc744 \ub300\uccb4\ud558\ub294 \ucf54\ud328\ud0a4\uc9c0 \uad11\ud559 \uc7a5\uce58\uac00 \uc8fc\ub3c4\ud569\ub2c8\ub2e4.\n    *   LED: \uc77c\ubc18 \uc870\uba85 LED\ub294 \ub9c8\uc9c4 \uc555\ub825\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc9c0\ub9cc, \uc99d\uac15 \ud604\uc2e4 \ubc0f \uc790\ub3d9\ucc28 \ud5e4\ub4dc\uc5c5 \uc2dc\uc2a4\ud15c\uc6a9 \ub9c8\uc774\ud06c\ub85c LED \ub514\uc2a4\ud50c\ub808\uc774\ub294 AMS OSRAM \ubc0f Plessey\ub85c\ubd80\ud130 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n    *   \uae30\ud0c0 \uc81c\ud488 (\uc13c\uc11c, \uac80\ucd9c\uae30, \uad11\uc12c\uc720 \ubc0f \ub3c4\ud30c\uad00): Hamamatsu\ub294 \ubc14\uc774\uc624\uc13c\uc2f1 \ubc0f \uc790\uc728 \uc8fc\ud589 \ucc28\ub7c9 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2024\ub144 \uac80\ucd9c\uae30 \ucd9c\ud558\ub7c9\uc774 25% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. Corning\uc758 \uad74\uace1 \ubd88\uac10\uc131 \uad11\uc12c\uc720\ub294 5G \ud504\ub860\ud2b8\ud640 \uad74\uace1 \ubc18\uacbd \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uba70 2024\ub144 1\uc5b5 \ud0ac\ub85c\ubbf8\ud130 \uc774\uc0c1 \ucd9c\ud558\ub418\uc5c8\uc2b5\ub2c8\ub2e4.\n\n*   \uc7ac\ub8cc\ubcc4: \ubcf5\ud569 \ubc18\ub3c4\uccb4\uac00 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \uc8fc\ub3c4\n    *   \uc2e4\ub9ac\ucf58: 2025\ub144 34.52%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84 \ubc0f CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.\n    *   \ubcf5\ud569 \ubc18\ub3c4\uccb4 (\uc778\ub4d0-\uc778\ud654\ubb3c, \uac08\ub968-\uc9c8\ud654\ubb3c): \uc9c1\uc811 \ubc34\ub4dc\uac2d \ubc0f \ub113\uc740 \ubc34\ub4dc\uac2d \ud2b9\uc131\uc73c\ub85c \uc778\ud574 \ub354 \ub192\uc740 \ucd1d \ub9c8\uc9c4\uc744 \uae30\ub85d\ud569\ub2c8\ub2e4. \uc778\ub4d0-\uc778\ud654\ubb3c\uc740 400G \ubc0f 800G \ucf54\ud788\uc5b4\ub7f0\ud2b8 \ud2b8\ub79c\uc2dc\ubc84\uc758 \ud575\uc2ec\uc774\uba70, \uac08\ub968-\uc9c8\ud654\ubb3c\uc740 \uc804\uae30\ucc28 \uc778\ubc84\ud130\uc5d0\uc11c \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc\ub97c \ub300\uccb4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n    *   \ud3f4\ub9ac\uba38 \ubc0f \ud50c\ub77c\uc2a4\ud2f1: \ud2c8\uc0c8\uc2dc\uc7a5\uc774\uc9c0\ub9cc \uc6e8\uc5b4\ub7ec\ube14 \ubc14\uc774\uc624\uc13c\uc11c \ubc0f \ud3f4\ub354\ube14 \ub514\uc2a4\ud50c\ub808\uc774\uc5d0 \uc720\uc5f0\ud55c \ub3c4\ud30c\uad00\uc774 \ub3c4\uc785\ub418\uba74\uc11c \uc5f0\ud3c9\uade0 4.67% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n    *   \ub2e4\uc774\uc544\ubaac\ub4dc \ubc0f \uc0ac\ud30c\uc774\uc5b4: \uad6d\ubc29 \ubc0f \ub808\uc774\uc800 \uc2dc\uc7a5\uc5d0\uc11c \uadf9\ud55c\uc758 \uc5f4 \ub610\ub294 \uae30\uacc4\uc801 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.\n    *   \uc720\ub9ac \ubc0f \uc2e4\ub9ac\uce74: \uad11\uc12c\uc720, \ub9ac\uc18c\uadf8\ub798\ud53c \ubbf8\ub7ec \ubc0f \uc815\ubc00 \ub80c\uc988\uc758 \ud575\uc2ec \uc7ac\ub8cc\uc785\ub2c8\ub2e4.\n\n*   \ud30c\uc7a5\ubcc4: \uc801\uc678\uc120\uc774 \ud1b5\uc2e0 \ubc0f \uc13c\uc2f1\uc744 \uc9c0\ubc30\n    *   \uc801\uc678\uc120: 2025\ub144 \ub9e4\ucd9c\uc758 46.18%\ub97c \ucc28\uc9c0\ud558\uba70 \uad11\uc12c\uc720 \ub9c1\ud06c(1,310nm, 1,550nm) \ubc0f \uc790\ub3d9\ucc28 LiDAR(905nm, 1,550nm)\uc5d0\uc11c \ud655\uace0\ud55c \uc704\uce58\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4.\n    *   \uac00\uc2dc\uad11\uc120: \ub514\uc2a4\ud50c\ub808\uc774 \ubc31\ub77c\uc774\ud2b8 \ubc0f \uace0\uccb4 \uc870\uba85\uc5d0 \uc0ac\uc6a9\ub418\uba70, Sony \ubc0f Epson\uc758 RGB \ub808\uc774\uc800 \ud504\ub85c\uc81d\ud130\uac00 \ud504\ub9ac\ubbf8\uc5c4 \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uc5f4\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n    *   \uc790\uc678\uc120: \ud604\uc7ac \uac00\uc7a5 \uc791\uc740 \uce74\ud14c\uace0\ub9ac\uc774\uc9c0\ub9cc 193nm \ub9ac\uc18c\uadf8\ub798\ud53c \ubc0f \uc6d0\uc790\uc678\uc120(Far-UVC) \uc18c\ub3c5 \uc2dc\uc2a4\ud15c\uc774 \ud655\uc0b0\ub418\uba74\uc11c \uc5f0\ud3c9\uade0 5.02% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.\n\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38 \uac00\uc18d\ud654\n    *   \ub370\uc774\ud130 \ubc0f \ud1b5\uc2e0: 2025\ub144 \ub9e4\ucd9c\uc758 27.71%\ub97c \ucc28\uc9c0\ud558\uba70 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4.\n    *   \uc790\ub3d9\ucc28: \uc911\uad6d \ubc0f \uc720\ub7fd\uc758 \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS) \uaddc\uc81c \uc758\ubb34\ud654\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 4.78%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.\n    *   \uac00\uc804\uc81c\ud488: \ub514\uc2a4\ud50c\ub808\uc774 \ub0b4 \uc9c0\ubb38 \uc778\uc2dd, \uc5bc\uad74 \uc778\uc2dd \ubc0f \uac74\uac15 \uce21\uc815\uc6a9 \ucd5c\ucca8\ub2e8 \uc13c\uc11c\ub97c \ud761\uc218\ud569\ub2c8\ub2e4.\n    *   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704: \ubc29\uc0ac\uc120 \uacbd\ud654 \ub808\uc774\uc800 \ubc0f \uac80\ucd9c\uae30\uc5d0 \ub300\ud55c \uc548\uc815\uc801\uc774\uace0 \uc790\uaca9 \uc694\uac74\uc774 \uae4c\ub2e4\ub85c\uc6b4 \uc2dc\uc7a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.\n    *   \uc0b0\uc5c5 \ubc0f \uc81c\uc870: \uc808\ub2e8, \uc6a9\uc811 \ubc0f \uc801\uce35 \uacf5\uc815\uc5d0 \uace0\ucd9c\ub825 \ub808\uc774\uc800\ub97c \ubc30\ud3ec\ud569\ub2c8\ub2e4.\n    *   \uc758\ub8cc \ubc0f \ubc14\uc774\uc624 \uacc4\uce21: \ud604\uc7a5 \uc9c4\ub2e8 \ud3ec\ud1a0\ub2c9\uc2a4 \uc9c4\ub2e8 \uae30\uae30\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n# 6. \uc9c0\uc5ed \ubd84\uc11d\n\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 41.37%\ub97c \ucc28\uc9c0\ud558\uba70 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \uc9c0\uc5ed \ube14\ub85d\uc785\ub2c8\ub2e4. \uc911\uad6d\uc758 LiDAR \uc0dd\ud0dc\uacc4, \uc77c\ubcf8\uc758 \uc815\ubc00 \uad11\ud559, \ud55c\uad6d\uc758 \ub514\uc2a4\ud50c\ub808\uc774 \ubc31\ub77c\uc774\ud2b8\uac00 \ubc00\uc9d1\ub41c \uacf5\uae09\uc5c5\uccb4 \ub124\ud2b8\uc6cc\ud06c\ub97c \ud615\uc131\ud569\ub2c8\ub2e4. \uc778\ub3c4\uc758 PLI \uc815\ucc45\uc740 \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc870\ub9bd \ub77c\uc778\uc744 \ubcb5\uac08\ub8e8\ub8e8\uc640 \ud558\uc774\ub370\ub77c\ubc14\ub4dc\ub85c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n*   \ubd81\ubbf8: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84 \ubc0f \ubc29\uc704 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \uc124\uacc4 \ud575\uc2ec \uc9c0\uc5ed\uc785\ub2c8\ub2e4. Intel, Broadcom \ubc0f \ud339\ub9ac\uc2a4 \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc774 2024\ub144 \ub370\uc774\ud130\uc13c\ud130 \uad11\ud559 \ubaa8\ub4c8 \ud310\ub9e4\uc758 \uc57d 55%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc81c\uc870\ub294 \uc810\ucc28 \uba55\uc2dc\ucf54\ub85c \uc774\uc804\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n*   \uc720\ub7fd: ASML, Trumpf, Carl Zeiss\uc640 \uac19\uc740 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub97c \ud65c\uc6a9\ud558\uc5ec \ud3ec\ud1a0\ub2c9\uc2a4 \uacf5\uae09\ub9dd\uc5d0\uc11c \ubd80\uac00\uac00\uce58 \ub178\ub4dc \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.\n*   \uc911\ub3d9: 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.23%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc640 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \uad6d\ubd80 \ud380\ub4dc\ub294 \uc218\ubc31 \ud398\ud0c0\ube44\ud2b8\uc758 \uad11\ud559 \uc5f0\uacb0\uc774 \ud544\uc694\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc5d0 30\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4.\n*   \ub0a8\ubbf8 \ubc0f \uc544\ud504\ub9ac\uce74: \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc774\uc9c0\ub9cc, \ud5a5\ud6c4 10\ub144\uac04 \uad11\ub300\uc5ed \uc778\ud130\ub137(FTTH) \ubc0f 5G \ubc31\ud640 \uae30\ud68c\ub97c \ud1b5\ud574 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \uc810\uc9c4\uc801\uc73c\ub85c \ud655\ub300\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.\n\n# 7. \uacbd\uc7c1 \ud658\uacbd\n\n\ud3ec\ud1a0\ub2c9\uc2a4 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc0c1\uc704 10\uac1c \uc5c5\uccb4\uac00 2025\ub144 \uae00\ub85c\ubc8c \ub9e4\ucd9c\uc758 \uc57d 35%\ub97c \ucc28\uc9c0\ud558\ub294, \uc801\ub2f9\ud788 \ubd84\uc0b0\ub41c \uc0dd\ud0dc\uacc4\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Coherent\uc758 II-VI \uc778\uc218\ub294 \uc778\ub4d0-\uc778\ud654\ubb3c \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc758 25%\uc640 \uac08\ub968-\ube44\uc18c \uc5d0\ud53c \uc0dd\uc0b0\uc758 30%\ub97c \ud1b5\ud569\ud558\uc5ec \uae30\ud310 \uc131\uc7a5\ubd80\ud130 \ud328\ud0a4\uc9d5\ub41c \ub808\uc774\uc800\uae4c\uc9c0 \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uc81c\uc5b4\uad8c\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. Rockley Photonics \ubc0f Ayar Labs\uc640 \uac19\uc740 \ud339\ub9ac\uc2a4 \ud3ec\ud1a0\ub2c9\uc2a4 IC \uc124\uacc4\uc5c5\uccb4\ub4e4\uc740 \uc6e8\uc5b4\ub7ec\ube14 \ubc14\uc774\uc624\uc13c\uc11c \ubc0f \uce69\ub81b \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc704\ud55c IP\ub97c \ub77c\uc774\uc120\uc2a4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Broadcom, Intel, TSMC\uac00 \uc8fc\ub3c4\ud558\ub294 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud328\ud0a4\uc9d5 \uad00\ub828 \ubbf8\uad6d \ud2b9\ud5c8 \ucd9c\uc6d0\uc740 2024\ub144 40% \uc99d\uac00\ud558\uc5ec \ucf54\ud328\ud0a4\uc9c0 \uad11\ud559 \uae30\uc220\uc744 \uc120\uc810\ud558\uae30 \uc704\ud55c \uacbd\uc7c1\uc774 \uce58\uc5f4\ud568\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.\n\n\uae30\uc874 \uc5c5\uccb4\ub4e4\uc740 AI \uae30\ubc18 \uc124\uacc4 \uc790\ub3d9\ud654\ub97c \ud1b5\ud569\ud558\uc5ec \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Ansys Lumerical \ubc0f Synopsys\ub294 2024\ub144 \uc0c8\ub85c\uc6b4 \ud3ec\ud1a0\ub2c9\uc2a4 \ud1b5\ud569 \ud68c\ub85c\uc758 \ud14c\uc774\ud504\uc544\uc6c3 \uc8fc\uae30\ub97c 50% \ub2e8\ucd95\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uc801\uc678\uc120 \uac00\uc2a4 \uac10\uc9c0 \ubc0f \ud14c\ub77c\ud5e4\ub974\uce20 \uc774\ubbf8\uc9d5\uacfc \uac19\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc774 \uc218\uc775\uc131 \uc788\uac8c \uacf5\uc874\ud560 \uc218 \uc788\ub294 \uae30\ud68c\uac00 \uc5ec\uc804\ud788 \uc874\uc7ac\ud569\ub2c8\ub2e4. Aeva Technologies\ub294 2024\ub144 2\uc5b5 \ub2ec\ub7ec\ub97c \uc720\uce58\ud558\uc5ec \uac70\ub9ac\uc640 \uc18d\ub3c4\ub97c \ub3d9\uc2dc\uc5d0 \uce21\uc815\ud558\ub294 \uc8fc\ud30c\uc218 \ubcc0\uc870 \uc5f0\uc18d\ud30c(FMCW) LiDAR\ub97c \uc0c1\uc6a9\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uacf5\uae09\ub9dd \uc704\ud5d8 \uad00\ub9ac\ub294 \uc774\uc81c \uae30\uc5c5 \uc804\ub7b5\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uc2ec\uc790\uc678\uc120(DUV) \uc7a5\ube44 \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d \ud339\ub4e4\uc774 \uad6d\ub0b4 \ub300\uc548\uc744 \uac1c\ubc1c\ud558\ub3c4\ub85d \uac15\uc81c\ud588\uc73c\uba70, \uc720\ub7fd \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc774\uc911 \uc6a9\ub3c4 \ub77c\uc774\uc120\uc2a4 \uccb4\uc81c\ub97c \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. Coherent, Lumentum, IPG\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \uc0c8\ub85c\uc6b4 \uacb0\uc815 \uc131\uc7a5 \ub2a5\ub825\uc5d0 \uacf5\ub3d9 \ud22c\uc790\ud558\uc5ec \uae30\ud310 \uc870\ub2ec\uc744 \ub2e4\ubcc0\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6c0\uc9c1\uc784\uc740 \uc9c0\uc815\ud559, \uc790\ubcf8 \uc9d1\uc57d\ub3c4 \ubc0f \uc9c0\uc801 \uc7ac\uc0b0\uad8c \ud3ec\uc9c0\uc154\ub2dd\uc774 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \ub0b4 \uacbd\uc7c1 \uc5ed\ud559\uc744 \uc5b4\ub5bb\uac8c \uc8fc\ub3c4\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.\n\n\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790:\n*   Hamamatsu Photonics KK\n*   Intel Corporation\n*   Polatis Incorporated (HUBER+SUHNER)\n*   Alcatel-lucent SA (Nokia Corporation)\n*   Molex Inc. (Koch Industries)\n\n\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:\n*   2025\ub144 5\uc6d4: Soitec\uc740 \ud3ec\ud1a0\ub2c9\uc2a4-SOI \uc6e8\uc774\ud37c \uc218\uc694 \uae09\uc99d\uc744 \ubcf4\uace0\ud558\uba70 SEMI \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc0b0\uc5c5 \uc5f0\ud569\uc5d0 \uac00\uc785\ud588\uc2b5\ub2c8\ub2e4.\n*   2025\ub144 5\uc6d4: Hesai Technology\ub294 2025\ub144 \uc0dd\uc0b0\uc5d0 \ub4e4\uc5b4\uac08 10\uac1c \uc774\uc0c1\uc758 \ucc28\ub7c9 \ubaa8\ub378\uc5d0 \ub300\ud55c LiDAR \uacf5\uae09\uc744 \ud3ec\ud568\ud558\uc5ec BYD\uc640\uc758 \ud30c\ud2b8\ub108\uc2ed\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.\n*   2025\ub144 4\uc6d4: GlobalFoundries\ub294 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud574 7\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc124\uc744 \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.\n*   2025\ub144 3\uc6d4: Heriot-Watt \uc5f0\uad6c\uc6d0\ub4e4\uc740 Nature Photonics\uc5d0 \ud22c\uba85 \uc804\ub3c4\uc131 \uc0b0\ud654\ubb3c\uc744 \uc0ac\uc6a9\ud558\uc5ec \uad11\uc790\uc758 \uc2dc\uac04 \uc81c\uc5b4\ub97c \uc2dc\uc5f0\ud55c \uc5f0\uad6c \uacb0\uacfc\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.\n*   2025\ub144 2\uc6d4: Celestial AI\ub294 Photonic Fabric \uad11\ud559 \uc0c1\ud638 \uc5f0\uacb0 \uac00\uc18d\ud654\ub97c \uc704\ud574 \uc2dc\ub9ac\uc988 C \ud380\ub529\uc73c\ub85c 1\uc5b5 7,500\ub9cc \ub2ec\ub7ec\ub97c \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4.\n*   2025\ub144 1\uc6d4: AIM Photonics\ub294 300mm CMOS \ud638\ud658 \uacf5\uc815\uc73c\ub85c \uc81c\uc791\ub41c \ud29c\ub108\ube14 \uc560\ub4dc-\ub4dc\ub86d \ud544\ud130 \ubc0f \uc18c\ud615 \ub9c1 \ubcc0\uc870\uae30\ub97c \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4.\n\n---\n\ucc38\uace0: \ubcf8 \ubcf4\uace0\uc11c\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21 \uc218\uce58\ub294 Mordor Intelligence\uc758 \ub3c5\uc810\uc801\uc778 \ucd94\uc815 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc0dd\uc131\ub418\uc5c8\uc73c\uba70, 2026\ub144 1\uc6d4 \uae30\uc900 \ucd5c\uc2e0 \ub370\uc774\ud130 \ubc0f \ud1b5\ucc30\ub825\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\uc5c8\uc2b5\ub2c8\ub2e4.\n\n\ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d\n\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uad11\uc790\ub97c \uc8fc\ub41c \ub9e4\uccb4\ub85c \ud65c\uc6a9\ud558\uc5ec \ube5b\uc744 \uc0dd\uc131, \uc548\ub0b4, \ubcc0\uc870 \ub610\ub294 \uac10\uc9c0\ud558\ub294 \ubaa8\ub4e0 \uc7a5\uce58, \ubaa8\ub4c8 \ubc0f \uc2dc\uc2a4\ud15c\uc744 \ud3ec\uad04\ud558\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc18c\ube44\uc790 \uac00\uc804, \uc81c\uc870, \ud1b5\uc2e0, \uc758\ub8cc, \uacfc\ud559 \ub4f1 \ub2e4\uc591\ud55c \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc5d0 \uac78\uccd0 \uc2e0\uaddc \uc81c\uc870\ub41c \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\ubc18 \uc81c\ud488\uc758 \ub9e4\ucd9c\uc744 \ucd94\uc801\ud558\uba70, \uae30\uc874 \ubc31\uc5f4\ub4f1\uc774\ub098 \ub2e8\uc21c\ud788 \uad11\uc6d0\uc744 \uc218\uc6a9\ud558\ub294 \uc218\ub3d9 \uc804\uae30 \uc124\ube44\ub294 \ubd84\uc11d \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.\n\n\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd\n\ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5\uc740 2026\ub144 \uae30\uc900 1.46\uc870 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.16%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uc5ec 1.79\uc870 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \ub9e4\ucd9c\uc758 38.32%\ub97c \ucc28\uc9c0\ud558\ub294 \ub808\uc774\uc800\uac00 \uac00\uc7a5 \ud070 \uc81c\ud488\uad70\uc774\uba70, \ud2b9\ud788 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc5d0 \ud798\uc785\uc5b4 \uc911\ub3d9 \uc9c0\uc5ed\uc774 2031\ub144\uae4c\uc9c0 5.23%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.\n\n\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc0c1\ud638\uc5f0\uacb0\uc758 \ud655\uc0b0\uc5d0 \ub530\ub978 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694 \uc99d\uac00, \uc911\uad6d \uc790\ub3d9\ucc28 OEM\uc758 LiDAR \uae30\ubc18 ADAS \ucc44\ud0dd \ud655\ub300, EU \uadf8\ub9b0\ub51c \uc815\ucc45\uc5d0 \ub530\ub978 Micro-LED \ubc0f GaN \ud3ec\ud1a0\ub2c9\uc2a4 \ud339\uc5d0 \ub300\ud55c \uc778\uc13c\ud2f0\ube0c \uc81c\uacf5, \uc778\ub3c4 PLI(\uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c) \uc81c\ub3c4\ub97c \ud1b5\ud55c \uad6d\ub0b4 \ud3ec\ud1a0\ub2c9\uc2a4 \ud074\ub7ec\uc2a4\ud130 \ud65c\uc131\ud654, \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc5d0\uc11c\uc758 \ud604\uc7a5 \uc9c4\ub2e8(Point-of-Care) \ubc14\uc774\uc624\uc13c\uc2f1 \uc218\uc694 \uae09\uc99d, \uadf8\ub9ac\uace0 \uc704\uc131 \uba54\uac00 \ucee8\uc2a4\ud154\ub808\uc774\uc158 \ud22c\uc790\ub85c \uc778\ud55c \uc6b0\uc8fc \ub4f1\uae09 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220 \uc218\uc694 \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 150mm \ubbf8\ub9cc InP(\uc778\ub4d0\uc778), GaN(\uac08\ub968\ub098\uc774\ud2b8\ub77c\uc774\ub4dc) \ub4f1 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c\uc758 \ubcd1\ubaa9 \ud604\uc0c1, 10kW \uc774\uc0c1 \uace0\ucd9c\ub825 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4, \ud1b5\ud569 \ud3ec\ud1a0\ub2c9 IC \ud45c\uc900 \uac04\uc758 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \uaca9\ucc28, \uadf8\ub9ac\uace0 \ubbf8-\uc911 \ubb34\uc5ed \ud1b5\uc81c\ub85c \uc778\ud55c \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc704\ud5d8 \uc99d\uac00 \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.\n\n\uc2dc\uc7a5 \uc138\ubd84\ud654\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc81c\ud488(\ub808\uc774\uc800(\ub2e4\uc774\uc624\ub4dc, \uad11\uc12c\uc720, \uace0\uccb4 \ub4f1), LED, \uc13c\uc11c \ubc0f \uac80\ucd9c\uae30, \uad11\uc12c\uc720 \ubc0f \ub3c4\ud30c\uad00, \ubcc0\uc870\uae30 \ubc0f \uc2a4\uc704\uce58 \ub4f1), \uc7ac\ub8cc(\uc2e4\ub9ac\ucf58, \uc720\ub9ac \ubc0f \uc2e4\ub9ac\uce74, \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4(InP, GaAs, GaN), \ud3f4\ub9ac\uba38 \ubc0f \ud50c\ub77c\uc2a4\ud2f1 \ub4f1), \ud30c\uc7a5(\uc790\uc678\uc120, \uac00\uc2dc\uad11\uc120, \uc801\uc678\uc120), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ub514\uc2a4\ud50c\ub808\uc774 \ubc0f \uc774\ubbf8\uc9d5, \ud0dc\uc591\uad11 \ubc1c\uc804, LED \uc870\uba85, \uc758\ub8cc \ubc0f \ubc14\uc774\uc624 \uacc4\uce21, \uc0b0\uc5c5 \ubc0f \uc81c\uc870, \uc790\ub3d9\ucc28(LiDAR \ud3ec\ud568), \ub370\uc774\ud130 \ubc0f \ud1b5\uc2e0 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc0c1\uc138\ud558\uac8c \ubd84\uc11d\ud569\ub2c8\ub2e4.\n\n\uacbd\uc7c1 \ud658\uacbd\n\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\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\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. Hamamatsu Photonics KK, Intel Corporation, Nokia Corporation, Coherent Corp., AMS OSRAM AG, IPG Photonics Corp., Signify NV, Lumentum Holdings Inc., Infinera Corp., NEC Corp., Corning Inc., Schott AG, Thorlabs Inc., Jenoptik AG, Trumpf Photonics GmbH, Molex, LLC, Rockley Photonics Ltd., Innolume GmbH, Aeva Technologies Inc., Broadcom Inc. (Silicon Photonics), Carl Zeiss AG, Nikon Corp., Teledyne Technologies Inc. \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.\n\n\uc5f0\uad6c \ubc29\ubc95\ub860\nMordor Intelligence\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4, \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4, \uc7a5\ube44 \uad6c\ub9e4\uc790 \ub4f1\uacfc\uc758 1\ucc28 \uc778\ud130\ubdf0\uc640 OECD \ud1b5\uc2e0 \ub300\uc5ed\ud3ed \ud1b5\uacc4, \uad6d\uc81c \uc5d0\ub108\uc9c0 \uae30\uad6c \uc870\uba85 \ud6a8\uc728\uc131 \uc5c5\ub370\uc774\ud2b8, WTO \uad11\ud559 \ubd80\ud488 \ubb34\uc5ed \ucf54\ub4dc, \uae30\uc5c5 \uacf5\uc2dc \uc790\ub8cc \ub4f1 \uacf5\uac1c\ub41c 2\ucc28 \ub370\uc774\ud130\ub97c \uacb0\ud569\ud558\uc5ec \uc5f0\uad6c\ub97c \uc218\ud589\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc7ac\uad6c\uc131\ub418\uba70, \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d \ubc0f ARIMA \ubaa8\ub378\uc744 \ud65c\uc6a9\ud558\uc5ec 2030\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud2b9\ud788, \uc2dc\uc2a4\ud15c \ub9e4\ucd9c \ud1b5\ud569, \uac70\ub798 \uac00\uc911 \ud658\uc728 \uc801\uc6a9, \uc5f0\uac04 \ub370\uc774\ud130 \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud574 \ub2e4\ub978 \ubcf4\uace0\uc11c\ub4e4\uacfc \ucc28\ubcc4\ud654\ub41c \uc2e0\ub8b0\uc131 \ub192\uc740 \uc2dc\uc7a5 \uae30\uc900\uc120\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.\n<\/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-39434","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\/39434"}],"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=39434"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/39434\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=39434"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=39434"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=39434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}