{"id":40516,"date":"2026-02-13T01:04:50","date_gmt":"2026-02-13T01:04:50","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/co-packaged-optics-market-mordor\/"},"modified":"2026-09-11T05:52:43","modified_gmt":"2026-09-10T20:52:43","slug":"co-packaged-optics-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/co-packaged-optics-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/co-packaged-optics-market-1739539563358-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\/co-packaged-optics-market-size-image-1767018567458.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 1.6 T CPO\ub97c \uc694\uad6c\ud558\ub294 51.2 T \uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58\uc758 \ub7a8\ud504\uc5c5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc758\ubb34<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 AI\/ML \ud074\ub7ec\uc2a4\ud130 \ub300\uc5ed\ud3ed \uc218\uc694 \uae09\uc99d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc5f4 \ud55c\uacc4\uc5d0 \ub3c4\ub2ec\ud558\ub294 800 G\/1.6 T \ud50c\ub7ec\uadf8\ud615\uc73c\ub85c\uc758 \uc804\ud658<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \ud30c\uc6b4\ub4dc\ub9ac \ucc38\uc5ec(\uc608: TSMC COUPE)\ub97c \ud1b5\ud55c \ub300\ub7c9 \uacbd\uc81c\uc131 \ud655\ubcf4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 Open Compute \uae30\ubc18 CPO \ud611\ub825\uc744 \ud1b5\ud55c \ubca4\ub354 \uc885\uc18d\uc131 \uac10\uc18c<\/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 \uc81c\uc870 \ubcf5\uc7a1\uc131 \ubc0f \uc774\uc885 \ud1b5\ud569 \uc218\uc728<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ubc0f \ud45c\uc900 \ubbf8\uc131\uc219<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uad11 \ubaa8\ub4c8 \uc18c\uc720\uad8c\uc774 \uc2a4\uc704\uce58-ASIC \ubca4\ub354\ub85c \uc774\uc804<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \ud3ec\ud1a0\ub2c9 \ud328\ud0a4\uc9d5 \uc778\ub825 \uae30\uc220 \uaca9\ucc28<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \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\uc758 \uc601\ud5a5<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \uc9c0\uc5f0 \uc2dc\uac04\uc5d0 \ubbfc\uac10\ud55c \ud2b8\ub798\ud53d \uc601\ud5a5<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.9 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.9.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.3 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.10 \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ubd84\uc11d<\/p>\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 \ub370\uc774\ud130 \uc804\uc1a1\ub960\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 &lt; 1.6 T<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 1.6 T<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 3.2 T<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 6.4 T \uc774\uc0c1<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \uad6c\uc131 \uc694\uc18c\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \uad11\ud559 \uc5d4\uc9c4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc804\uae30 IC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \ub808\uc774\uc800 \uc18c\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \ucee4\ub125\ud130 \ubc0f \ud328\ud0a4\uc9d5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 \uae30\ud0c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ud1b5\ud569 \ubc29\uc2dd\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \uc628\ubcf4\ub4dc \uad11\ud559<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130 \uc13c\ud130<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \ud1b5\uc2e0\uc0ac \uc911\uc559 \uc0ac\ubb34\uc2e4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 HPC \ubc0f AI\/ML \ud074\ub7ec\uc2a4\ud130<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uae30\ud0c0<\/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-3\">\n          5.5.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \ub0a8\ubbf8 \uae30\ud0c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \ub124\ub35c\ub780\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \uc720\ub7fd \uae30\ud0c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.1 \uc774\uc2a4\ub77c\uc5d8<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.2 \ud280\ub974\ud0a4\uc608<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.3 GCC<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.4 \uc911\ub3d9 \uae30\ud0c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.2 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0<\/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, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \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 Ayar Labs Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Broadcom Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Cisco Systems Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 IBM Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Intel Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 Ranovus Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 TE Connectivity Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Furukawa Electric Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Hisense Broadband Multimedia Technology Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 POET Technologies Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Kyocera Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 HiSilicon (Huawei Technologies Co., Ltd.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 SENKO Advanced Components, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Sumitomo Electric Industries, Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Coherent Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Taiwan Semiconductor Manufacturing Company Limited (TSMC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Lumentum Holdings Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 NVIDIA Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Marvell Technology, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Ciena Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 Nokia Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.22 InnoLight Technology (Suzhou) Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.23 Acacia Communications Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.24 Hon Hai Precision Industry Co., Ltd. (Foxconn)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.25 Jabil 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>\ucf54\ud328\ud0a4\uc9d5 \uad11\ud559(Co-packaged Optics, CPO) \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ucf54\ud328\ud0a4\uc9d5 \uad11\ud559(CPO) \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 35.92%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70, 2026\ub144 1\uc5b5 6,143\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 7\uc5b5 4,862\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\ub294 1\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud1b5\ud569 \uae30\uc220\uc758 \ubc1c\uc804, \uc778\uacf5\uc9c0\ub2a5(AI) \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc758 \ub300\uc5ed\ud3ed \uc218\uc694 \uc99d\uac00, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc694\uad6c \uc99d\ub300, \uadf8\ub9ac\uace0 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\uc758 \uc2dc\uc7a5 \ucc38\uc5ec \ud655\ub300\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ucd08\uae30 \ucc44\ud0dd \ub2e8\uacc4\ub97c \ub118\uc5b4 \uc8fc\ub958 \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c\ub85c \uc804\ud658\ub420 \uc900\ube44\ub97c \ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>*   51.2T \uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58 \ubc0f 1.6T CPO \uc218\uc694 \uc99d\uac00 (CAGR +12.5%): 51.2Tbps \uc2a4\uc704\uce58 ASIC\uc758 \ub192\uc740 \uc2e0\ud638 \ubb34\uacb0\uc131 \uc694\uad6c\uc640 800G \ud50c\ub7ec\uadf8\ud615 \uc81c\ud488\uc758 \uc5f4 \ud55c\uacc4 \ubc0f \uc804\ub825 \uc18c\ube44 \ubb38\uc81c\ub85c \uc778\ud574 CPO \uc194\ub8e8\uc158\uc758 \ud544\uc694\uc131\uc774 \uc99d\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   AI\/ML \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \ub300\uc5ed\ud3ed \uc218\uc694 \ud3ed\uc99d: \uc778\uacf5\uc9c0\ub2a5 \ubc0f \uba38\uc2e0\ub7ec\ub2dd \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uae09\uc99d\uc740 \ub370\uc774\ud130\uc13c\ud130 \ub0b4\uc5d0\uc11c \uc5c4\uccad\ub09c \uc591\uc758 \ub370\uc774\ud130 \uc804\uc1a1\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uae30\uc874 \uc804\uae30\uc801 \uc5f0\uacb0\uc758 \ud55c\uacc4\ub97c \ub118\uc5b4\uc11c\ub294 \uad11\ud559\uc801 \uc194\ub8e8\uc158, \ud2b9\ud788 CPO\uc758 \ub3c4\uc785\uc744 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \ubc0f \uc804\ub825 \uc18c\ube44 \uc808\uac10 \uc694\uad6c: \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\ub825 \uc18c\ube44\ub294 \ud658\uacbd \ubb38\uc81c\uc640 \uc6b4\uc601 \ube44\uc6a9 \uc99d\uac00\uc758 \uc8fc\uc694 \uc6d0\uc778\uc785\ub2c8\ub2e4. CPO\ub294 \uad11\ud559 \uc5d4\uc9c4\uc744 \uc2a4\uc704\uce58 ASIC\uc5d0 \ub354 \uac00\uae5d\uac8c \ud1b5\ud569\ud558\uc5ec \uc804\uae30\uc801 \uc2e0\ud638 \uacbd\ub85c\ub97c \uc904\uc784\uc73c\ub85c\uc368 \uc804\ub825 \uc18c\ube44\ub97c \ud06c\uac8c \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc758 \ubc1c\uc804 \ubc0f \uc131\uc219: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc740 \uad11\ud559 \ubd80\ud488\uc744 \uc2e4\ub9ac\ucf58 \uce69\uc5d0 \uc9c1\uc811 \ud1b5\ud569\ud560 \uc218 \uc788\uac8c \ud558\uc5ec, CPO \uc194\ub8e8\uc158\uc758 \uc18c\ud615\ud654, \ub300\ub7c9 \uc0dd\uc0b0 \ubc0f \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc758 \ubc1c\uc804\uc740 CPO \uc2dc\uc7a5 \uc131\uc7a5\uc758 \ud575\uc2ec \ub3d9\ub825\uc785\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\uc758 CPO \uc2dc\uc7a5 \ucc38\uc5ec \ud655\ub300: TSMC, Intel, GlobalFoundries\uc640 \uac19\uc740 \uc8fc\uc694 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\ub4e4\uc774 CPO \uae30\uc220 \uac1c\ubc1c \ubc0f \uc0dd\uc0b0\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ucc38\uc5ec\ud558\uba74\uc11c, CPO \uc194\ub8e8\uc158\uc758 \uc0c1\uc6a9\ud654 \ubc0f \uc2dc\uc7a5 \ud655\ub300\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9 \ubc0f \ubcf5\uc7a1\ud55c \ud1b5\ud569 \uacfc\uc815: CPO \uae30\uc220\uc740 \uae30\uc874 \ud50c\ub7ec\uadf8\ud615 \uad11\ud559 \ubaa8\ub4c8\uc5d0 \ube44\ud574 \ucd08\uae30 \uac1c\ubc1c \ubc0f \uc0dd\uc0b0\uc5d0 \ub354 \ub9ce\uc740 \ud22c\uc790\ub97c \uc694\uad6c\ud558\uba70, \uc2a4\uc704\uce58 ASIC\uacfc\uc758 \ubcf5\uc7a1\ud55c \ud1b5\ud569 \uacfc\uc815\uc740 \uae30\uc220 \ub3c4\uc785\uc758 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud45c\uc900\ud654 \ubd80\uc871 \ubc0f \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ubb38\uc81c: CPO \uae30\uc220\uc740 \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc5d0 \uc788\uc5b4 \uc5c5\uacc4 \uc804\ubc18\uc758 \ud45c\uc900\ud654\uac00 \ubbf8\ud761\ud569\ub2c8\ub2e4. \uc774\ub294 \ub2e4\uc591\ud55c \uacf5\uae09\uc5c5\uccb4 \uac04\uc758 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ubb38\uc81c\ub97c \uc57c\uae30\ud558\uace0, \uc2dc\uc7a5 \ud655\uc0b0\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5f4 \uad00\ub9ac \ubc0f \ud328\ud0a4\uc9d5 \uae30\uc220\uc758 \uc5b4\ub824\uc6c0: \uad11\ud559 \uc5d4\uc9c4\uc744 \uc2a4\uc704\uce58 ASIC\uc5d0 \uac00\uae5d\uac8c \ud1b5\ud569\ud558\ub294 CPO\ub294 \uce69 \ub0b4\ubd80\uc758 \uc5f4 \uad00\ub9ac\ub97c \ub354\uc6b1 \uc5b4\ub835\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \uc5f4 \uad00\ub9ac \ubc0f \uc815\ubc00\ud55c \ud328\ud0a4\uc9d5 \uae30\uc220\uc740 CPO \uc0c1\uc6a9\ud654\ub97c \uc704\ud55c \uc911\uc694\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uae30\ud68c<\/p>\n<p>*   \ucc28\uc138\ub300 \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uad6c\ucd95: 5G, IoT, AI \ub4f1 \uc2e0\uae30\uc220\uc758 \ud655\uc0b0\uc73c\ub85c \ub370\uc774\ud130\uc13c\ud130\uc758 \ud2b8\ub798\ud53d\uc774 \uae30\ud558\uae09\uc218\uc801\uc73c\ub85c \uc99d\uac00\ud568\uc5d0 \ub530\ub77c, \uace0\ub300\uc5ed\ud3ed, \uc800\uc804\ub825 CPO \uc194\ub8e8\uc158\uc740 \ucc28\uc138\ub300 \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uad6c\ucd95\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \ubd80\uc0c1\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \uc2dc\uc7a5 \ubc0f \uc0b0\uc5c5 \ubd84\uc57c\ub85c\uc758 \ud655\uc7a5: \ucd08\uae30\uc5d0\ub294 \uc8fc\ub85c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc9d1\uc911\ub418\uaca0\uc9c0\ub9cc, \uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ud1b5\uc2e0 \ub124\ud2b8\uc6cc\ud06c, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC), \uc790\uc728\uc8fc\ud589 \ub4f1 \ub2e4\uc591\ud55c \uc2e0\ud765 \uc2dc\uc7a5 \ubc0f \uc0b0\uc5c5 \ubd84\uc57c\ub85c CPO \uae30\uc220 \uc801\uc6a9\uc774 \ud655\ub300\ub420 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ud601\uc2e0 \ubc0f \ube44\uc6a9 \ud6a8\uc728\uc131 \uac1c\uc120: \uc9c0\uc18d\uc801\uc778 \uc5f0\uad6c \uac1c\ubc1c\uc744 \ud1b5\ud574 CPO \uae30\uc220\uc758 \uc131\ub2a5\uc774 \ud5a5\uc0c1\ub418\uace0 \uc0dd\uc0b0 \ube44\uc6a9\uc774 \uc808\uac10\ub428\uc5d0 \ub530\ub77c, \uc2dc\uc7a5 \uacbd\uc7c1\ub825\uc774 \uac15\ud654\ub418\uace0 \ub354 \ub113\uc740 \ubc94\uc704\uc758 \uace0\uac1d\uce35\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5<\/p>\n<p>*   \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\ubc18 CPO \uc194\ub8e8\uc158\uc758 \uc8fc\ub958\ud654: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc740 CPO\uc758 \ud575\uc2ec\uc774\uba70, \uc774 \uae30\uc220\uc758 \uc131\uc219\uacfc \ube44\uc6a9 \ud6a8\uc728\uc131 \uac1c\uc120\uc740 CPO \uc194\ub8e8\uc158\uc774 \uc2dc\uc7a5\uc758 \uc8fc\ub958\ub85c \uc790\ub9ac \uc7a1\ub294 \ub370 \uacb0\uc815\uc801\uc778 \uc5ed\ud560\uc744 \ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uac1c\ubc29\ud615 \ud45c\uc900 \ubc0f \uc5d0\ucf54\uc2dc\uc2a4\ud15c \uad6c\ucd95 \ub178\ub825: OIF(Optical Internetworking Forum)\uc640 \uac19\uc740 \ud45c\uc900\ud654 \uae30\uad6c \ubc0f \uc5c5\uacc4 \ucee8\uc18c\uc2dc\uc5c4\uc744 \uc911\uc2ec\uc73c\ub85c CPO \uad00\ub828 \uac1c\ubc29\ud615 \ud45c\uc900\uc744 \uac1c\ubc1c\ud558\uace0, \uc0c1\ud638 \uc6b4\uc6a9 \uac00\ub2a5\ud55c \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud558\ub824\ub294 \ub178\ub825\uc774 \ud65c\ubc1c\ud788 \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b(Chiplet) \uc544\ud0a4\ud14d\ucc98\uc640\uc758 \uc2dc\ub108\uc9c0: \uce69\ub81b \uae30\ubc18\uc758 \ubaa8\ub4c8\ud615 \uc124\uacc4\ub294 CPO\uc640 \uacb0\ud569\ud558\uc5ec \ub354\uc6b1 \uc720\uc5f0\ud558\uace0 \ud655\uc7a5 \uac00\ub2a5\ud55c \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f \ub124\ud2b8\uc6cc\ud0b9 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc73c\uba70, \uc774\ub294 CPO \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4:<br \/>\n    *   CPO \uc2a4\uc704\uce58 ASIC<br \/>\n    *   CPO \uad11\ud559 \uc5d4\uc9c4<br \/>\n    *   \uae30\ud0c0 CPO \uad6c\uc131 \uc694\uc18c (\uc608: \uad11\uc12c\uc720 \uc5b4\ub808\uc774, \ucee4\ub125\ud130)<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n    *   \ub370\uc774\ud130\uc13c\ud130 (\ud558\uc774\ud37c\uc2a4\ucf00\uc77c, \uc5d4\ud130\ud504\ub77c\uc774\uc988)<br \/>\n    *   \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 (HPC)<br \/>\n    *   \ud1b5\uc2e0 \ub124\ud2b8\uc6cc\ud06c<br \/>\n    *   \uae30\ud0c0 (\uc608: \uc13c\uc11c, \uc758\ub8cc)<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4:<br \/>\n    *   \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4<br \/>\n    *   \ud1b5\uc2e0 \uc0ac\uc5c5\uc790<br \/>\n    *   \uae30\uc5c5<br \/>\n    *   \uc815\ubd80 \ubc0f \uc5f0\uad6c \uae30\uad00<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>CPO \uc2dc\uc7a5\uc740 \uae30\uc220 \uc9d1\uc57d\uc801\uc774\uba70, \uc18c\uc218\uc758 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\uac00 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uacbd\uc7c1\uc5c5\uccb4\ub85c\ub294 Intel, Broadcom, Cisco, NVIDIA (Mellanox), Ranovus, Ayar Labs, Lightmatter \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \uc790\uccb4\uc801\uc778 CPO \uae30\uc220 \uac1c\ubc1c \ubc0f \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc2a4\uc704\uce58 ASIC \uc81c\uc870\uc5c5\uccb4\uc640 \uad11\ud559 \ubd80\ud488 \uc81c\uc870\uc5c5\uccb4 \uac04\uc758 \ud611\ub825\uc774 \uc911\uc694\ud558\uba70, \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\ub4e4\uc758 \uc5ed\ud560\ub3c4 \uc810\ucc28 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uc9c0\ub9cc, \uae30\uc220 \ud45c\uc900\ud654 \ubc0f \uc0c1\uc6a9\ud654\uac00 \uc9c4\ud589\ub428\uc5d0 \ub530\ub77c \uacbd\uc7c1 \uad6c\ub3c4\ub294 \ub354\uc6b1 \uc2ec\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d, \ud55c\uad6d, \uc77c\ubcf8 \ub4f1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790, 5G \ub124\ud2b8\uc6cc\ud06c \ud655\uc7a5, AI \uae30\uc220 \uac1c\ubc1c \uac00\uc18d\ud654 \ub4f1\uc73c\ub85c \uc778\ud574 CPO \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc911\uad6d\uc740 \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0\uacfc \uac70\ub300\ud55c \ub0b4\uc218 \uc2dc\uc7a5\uc744 \ubc14\ud0d5\uc73c\ub85c CPO \uae30\uc220 \uac1c\ubc1c \ubc0f \ub3c4\uc785\uc5d0 \uc801\uadf9\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ubbf8\uad6d\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \ubcf8\uac70\uc9c0\uc774\uc790 AI \uae30\uc220\uc758 \uc120\ub450 \uc8fc\uc790\ub85c\uc11c CPO \uae30\uc220 \uac1c\ubc1c \ubc0f \ucd08\uae30 \ucc44\ud0dd\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc220 \uae30\uc5c5\ub4e4\uc774 CPO \uc194\ub8e8\uc158 \ub3c4\uc785\uc5d0 \uc801\uadf9\uc801\uc774\uba70, \uad00\ub828 \uc5f0\uad6c \uac1c\ubc1c \ud22c\uc790\ub3c4 \ud65c\ubc1c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc720\ub7fd\uc740 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uaddc\uc81c \uac15\ud654\uc5d0 \ub530\ub77c CPO\uc640 \uac19\uc740 \uc800\uc804\ub825 \uace0\uc131\ub2a5 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uad00\uc2ec\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc774 CPO \uae30\uc220 \ub3c4\uc785\uc744 \uac80\ud1a0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc9c0\uc5ed: \uc911\ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \uc544\uc9c1 CPO \uc2dc\uc7a5\uc758 \ucd08\uae30 \ub2e8\uacc4\uc5d0 \uc788\uc9c0\ub9cc, \ub514\uc9c0\ud138 \uc804\ud658 \uac00\uc18d\ud654\uc640 \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\ub85c \uc778\ud574 \uc7a5\uae30\uc801\uc778 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860<\/p>\n<p>\ucf54\ud328\ud0a4\uc9d5 \uad11\ud559(CPO) \uc2dc\uc7a5\uc740 \ub370\uc774\ud130\uc13c\ud130\uc758 \ud3ed\ubc1c\uc801\uc778 \ub300\uc5ed\ud3ed \uc218\uc694, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc694\uad6c \uc99d\ub300, \uadf8\ub9ac\uace0 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc758 \ubc1c\uc804\uc5d0 \ud798\uc785\uc5b4 \ud5a5\ud6c4 \uba87 \ub144\uac04 \ub192\uc740 \uc131\uc7a5\uc138\ub97c \uc774\uc5b4\uac08 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9, \ud45c\uc900\ud654 \ubd80\uc871 \ub4f1\uc758 \uc81c\uc57d \uc694\uc778\uc774 \uc874\uc7ac\ud558\uc9c0\ub9cc, \uae30\uc220 \ud601\uc2e0\uacfc \uc5c5\uacc4 \ud611\ub825\uc744 \ud1b5\ud574 \uc774\ub7ec\ud55c \uacfc\uc81c\ub4e4\uc774 \uc810\ucc28 \ud574\uacb0\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \ud655\ub300\ub420 \uac83\uc774\uba70, CPO\ub294 \ucc28\uc138\ub300 \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\uc758 \ud575\uc2ec \uae30\uc220\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 Co-packaged Optics(CPO) \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ud5a5, \uc131\uc7a5 \ub3d9\ub825, \uc81c\uc57d \uc694\uc778, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uadf8\ub9ac\uace0 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc885\ud569\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. CPO \uc2dc\uc7a5\uc740 \ub2e4\uc591\ud55c \ubca4\ub354\ub4e4\uc774 \uc81c\uacf5\ud558\ub294 CPO \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc218\uc775\uc744 \uae30\uc900\uc73c\ub85c \uc815\uc758\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc5f0\uad6c \ubc94\uc704 \ubc0f \uc2dc\uc7a5 \uc815\uc758<br \/>\n\ubcf8 \uc5f0\uad6c\ub294 CPO \uc2dc\uc7a5\uc744 \ub370\uc774\ud130 \uc804\uc1a1\ub960(1.6 T \ubbf8\ub9cc, 1.6 T, 3.2 T, 6.4 T \uc774\uc0c1), \uad6c\uc131 \uc694\uc18c(\uad11\ud559 \uc5d4\uc9c4, \uc804\uae30 IC, \ub808\uc774\uc800 \uc18c\uc2a4, \ucee4\ub125\ud130 \ubc0f \ud328\ud0a4\uc9d5 \ub4f1), \ud1b5\ud569 \ubc29\uc2dd(\uc628\ubcf4\ub4dc \uad11\ud559, Co-packaged Optics), \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130\uc13c\ud130, \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130\uc13c\ud130, \ud1b5\uc2e0\uc0ac \uc911\uc559 \uc0ac\ubb34\uc2e4, HPC \ubc0f AI\/ML \ud074\ub7ec\uc2a4\ud130 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 USD \uac00\uce58\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc8fc\uc694 \ub3d9\ub825<br \/>\nCPO \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 35.92%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<br \/>\n*   51.2 T \uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58\uc758 \ud655\uc0b0: 1.6 T CPO\ub97c \uc694\uad6c\ud558\ub294 51.2 T \uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58\uc758 \ub3c4\uc785\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uc758\ubb34: \ub370\uc774\ud130\uc13c\ud130\uc758 \uc5c4\uaca9\ud55c \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 CPO \uae30\uc220\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. CPO\ub294 \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8 \ub300\ube44 30-50% \ub0ae\uc740 \uc804\ub825 \uc18c\ube44\uc640 5 pJ\/bit \ubbf8\ub9cc\uc758 \uc5d0\ub108\uc9c0 \uc0ac\uc6a9\uc744 \ud1b5\ud574 \ub799 \ub300\uc5ed\ud3ed\uc744 \uc99d\uac00\uc2dc\ud0a4\uba74\uc11c \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c \ub2ec\uc131\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   AI\/ML \ud074\ub7ec\uc2a4\ud130 \ub300\uc5ed\ud3ed \uc218\uc694 \uae09\uc99d: \uc778\uacf5\uc9c0\ub2a5 \ubc0f \uba38\uc2e0\ub7ec\ub2dd \ud074\ub7ec\uc2a4\ud130\uc758 \ud3ed\ubc1c\uc801\uc778 \ub300\uc5ed\ud3ed \uc218\uc694\uac00 CPO \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   800 G\/1.6 T \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8\uc758 \uc5f4 \ud55c\uacc4 \ub3c4\ub2ec: \uae30\uc874 800 G\/1.6 T \ud50c\ub7ec\uadf8\ud615 \ubaa8\ub4c8\uc774 \uc5f4 \ud55c\uacc4\uc5d0 \ub3c4\ub2ec\ud568\uc5d0 \ub530\ub77c CPO\ub85c\uc758 \uc804\ud658\uc774 \ud544\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc6b4\ub4dc\ub9ac \ucc38\uc5ec \ubc0f \uac1c\ubc29\ud615 \ud611\ub825: TSMC COUPE\uc640 \uac19\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\uc758 \ucc38\uc5ec\ub294 \ub300\ub7c9 \uc0dd\uc0b0 \uacbd\uc81c\uc131\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, Open Compute \uae30\ubc18 CPO \ud611\ub825\uc740 \ubca4\ub354 \uc885\uc18d\uc131\uc744 \uc904\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc131\uc7a5 \uc7a0\uc7ac\ub825\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 CPO \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc81c\uc57d\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4:<br \/>\n*   \uc81c\uc870 \ubcf5\uc7a1\uc131 \ubc0f \uc774\uc885 \ud1b5\ud569 \uc218\uc728: \uc774\uc885 \ud1b5\ud569(heterogeneous integration)\uc758 \uc81c\uc870 \ubcf5\uc7a1\uc131\uacfc \ub0ae\uc740 \uc218\uc728\uc740 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ubc0f \ud45c\uc900 \ubbf8\uc131\uc219: \ubd88\uc644\uc804\ud55c \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ud45c\uc900\uc740 \ucd08\uae30 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc0ac\uc6a9\uc790 \uc678\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uc800\ud574\ud569\ub2c8\ub2e4.<br \/>\n*   \uad11\ud559 \ubaa8\ub4c8 \uc18c\uc720\uad8c\uc758 \ubcc0\ud654: \uad11\ud559 \ubaa8\ub4c8 \uc18c\uc720\uad8c\uc774 \uc2a4\uc704\uce58-ASIC \ubca4\ub354\ub85c \uc774\ub3d9\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uad11\uc790 \ud328\ud0a4\uc9d5 \uc778\ub825 \ubd80\uc871: \uad11\uc790 \ud328\ud0a4\uc9d5 \ubd84\uc57c\uc758 \uc219\ub828\ub41c \uc778\ub825 \ubd80\uc871\uc740 \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \uac78\ub9bc\ub3cc\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uad6c\uc131 \uc694\uc18c\ubcc4 \uc2dc\uc7a5 \ubd84\uc11d<br \/>\n\ub808\uc774\uc800 \uc18c\uc2a4 \ubd80\ubb38\uc740 43.71%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc778\ub4d0-\uc778\ud654\ubb3c \ub808\uc774\uc800\ub97c \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\uc5d0 \ud1b5\ud569\ud558\ub294 \uae30\uc220 \ubc1c\uc804 \ub355\ubd84\uc774\uba70, \uc678\ubd80 \ud38c\ud504 \ub808\uc774\uc800\uc758 \ud544\uc694\uc131\uc744 \uc5c6\uc560 \ube44\uc6a9 \uc808\uac10\uacfc \uc2e0\ub8b0\uc131 \ud5a5\uc0c1\uc744 \uac00\uc838\uc635\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \ubd84\uc11d<br \/>\n\uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c\uc758 32.78%\ub97c \ucc28\uc9c0\ud558\uba70 CPO \ucc44\ud0dd\uc744 \uc120\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc815\ubd80 \ubcf4\uc870\uae08, \uc218\uc9c1 \ud1b5\ud569 \uc81c\uc870 \uc5ed\ub7c9, \uadf8\ub9ac\uace0 \uad6d\ub0b4 \uae30\uc5c5\uacfc \uae00\ub85c\ubc8c \uae30\uc220 \ub9ac\ub354 \uac04\uc758 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 Ayar Labs Inc., Broadcom Inc., Cisco Systems Inc., Intel Corporation, TSMC, NVIDIA Corporation \ub4f1 \uc8fc\uc694 \ubca4\ub354\ub4e4\uc758 \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\uba70, \uce69 \ub808\ubca8 CPO \uc194\ub8e8\uc158\uc774 \uc5f4 \uc124\uacc4\uac00 \uc131\uc219\ud558\uace0 \ud45c\uc900\uc774 \ud655\uace0\ud574\uc9d0\uc5d0 \ub530\ub77c 10\ub144 \ub9d0\uc5d0\ub294 \uc628\ubcf4\ub4dc \uad11\ud559 \uad6c\ud604\uc744 \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 CPO \uc2dc\uc7a5\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798\ub97c \uc774\ud574\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud558\uba70, \uad00\ub828 \uae30\uc5c5\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \uc911\uc694\ud55c \uc790\ub8cc\uac00 \ub420 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