{"id":41757,"date":"2026-02-13T18:42:22","date_gmt":"2026-02-13T18:42:22","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-laser-market-mordor\/"},"modified":"2026-10-02T12:00:25","modified_gmt":"2026-10-02T03:00:25","slug":"semiconductor-laser-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-laser-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-laser-market-1768401620246-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\/semiconductor-laser-market-size-image-1768386206022.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc751\uc6a9 \ubd84\uc57c\uc758 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.2 \uad11\uc12c\uc720 \ub808\uc774\uc800 \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ub2e4\ub978 \uad11\uc6d0 \ub300\ube44 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc120\ud638<\/li>\n<li class=\"toc-level-3\">4.2.4 \uac00\uc804\uc81c\ud488\uc758 3D \uac10\uc9c0 \uae30\ub2a5 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc778\ud130\ucee4\ub125\ud2b8\uc758 \uc0c8\ub85c\uc6b4 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc815\ubd80 \uc9c0\uc6d0 \ud3ec\ud1a0\ub2c9\uc2a4 \uc81c\uc870 \uc774\ub2c8\uc154\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 \uc2e0\ub8b0\uc131 \ubc0f \ud14c\uc2a4\ud2b8 \uad00\ub828 \uc5b4\ub824\uc6c0<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\ucd9c\ub825\uc5d0\uc11c\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \ucca8\ub2e8 \ud3ec\ud1a0\ub2c9\uc2a4\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \uc218\ucd9c \ud1b5\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ud30c\uc7a5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc801\uc678\uc120 \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc801\uc0c9 \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub179\uc0c9 \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.1.4 \uccad\uc0c9 \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc790\uc678\uc120 \ub808\uc774\uc800<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ub808\uc774\uc800 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc5e3\uc9c0 \ubc29\ucd9c \ub808\uc774\uc800 (EEL)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc218\uc9c1 \uacf5\uc9c4 \ud45c\uba74 \ubc1c\uad11 \ub808\uc774\uc800 (VCSEL)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud30c\uc774\ubc84 \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc751\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc758\ub8cc<\/li>\n<li class=\"toc-level-3\">5.3.3 \uad70\uc0ac \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.3.5 \uacc4\uce21 \ubc0f \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.7 \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd9c\ub825\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 100mW \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.4.2 100mW \u2013 1W<\/li>\n<li class=\"toc-level-3\">5.4.3 1W \u2013 5W<\/li>\n<li class=\"toc-level-3\">5.4.4 5W \ucd08\uacfc<\/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 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.7 \uae30\ud0c0 \uc720\ub7fd<\/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 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-3\">5.5.6 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.6.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.6.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.6.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \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 Coherent Corp.<\/li>\n<li class=\"toc-level-3\">6.4.2 Sharp Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Nichia Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 IPG Photonics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 TT Electronics plc<\/li>\n<li class=\"toc-level-3\">6.4.6 Sumitomo Electric Industries Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Sheaumann Laser Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Newport Corporation (MKS Instruments Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.9 Panasonic Industry Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Rohm Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Hamamatsu Photonics K.K.<\/li>\n<li class=\"toc-level-3\">6.4.12 Jenoptik AG<\/li>\n<li class=\"toc-level-3\">6.4.13 TRUMPF Group<\/li>\n<li class=\"toc-level-3\">6.4.14 ams-OSRAM AG<\/li>\n<li class=\"toc-level-3\">6.4.15 Lumentum Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Furukawa Electric Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Innolume GmbH<\/li>\n<li class=\"toc-level-3\">6.4.19 MACOM Technology Solutions Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 II-VI Incorporated (\ud604\uc7ac Coherent\uc758 \uc77c\ubd80)<\/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>\ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \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>Mordor Intelligence\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5\uc740 2026\ub144 104\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 176\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 11.15%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ub370\uc774\ud130 \uc13c\ud130 \ub300\uc5ed\ud3ed\uc758 \uc9c0\uc18d\uc801\uc778 \uc5c5\uadf8\ub808\uc774\ub4dc, \uc790\ub3d9\ucc28 \uc548\uc804 \uaddc\uc815 \uac15\ud654, 3D \uc13c\uc2f1 \uae30\uc220\uc758 \uc18c\ube44\uc790 \ucc44\ud0dd \ud655\ub300\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \ubd80\uc871\uacfc \uace0\uc804\ub825 \ubc00\ub3c4\uc5d0\uc11c\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4\ub294 \uc131\uc7a5 \uada4\ub3c4\ub97c \ub2e4\uc18c \uc644\ud654\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2025\ub144 \uae30\uc900, \uc218\uc9c1 \uacf5\uc9c4 \ud45c\uba74 \ubc1c\uad11 \ub808\uc774\uc800(VCSEL)\ub294 \uc2a4\ub9c8\ud2b8\ud3f0 \uc548\uba74 \uc778\uc99d \ubc0f \ube44\ud589 \uc2dc\uac04(ToF) \ubaa8\ub4c8\uc5d0 \ud798\uc785\uc5b4 37.8%\uc758 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \ub808\uc774\uc800(QCL)\ub294 \uc0b0\uc5c5\uc6a9 \uac00\uc2a4 \uac10\uc9c0 \ubc0f \uad6d\ubc29 \ud654\ud559 \ud0d0\uc9c0 \uc2dc\uc2a4\ud15c \uc608\uc0b0 \uc99d\uac00\uc5d0 \ub530\ub77c 16.3%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \ud1b5\uc2e0\uc774 2025\ub144 \ub9e4\ucd9c\uc758 34.12%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc73c\ub098, \uc720\ub7fd \uc2e0\ucc28 \uc548\uc804\ub3c4 \ud3c9\uac00(Euro NCAP)\uc758 2025\ub144 \uaddc\uc815\uc5d0\uc11c LiDAR \uae30\ubc18 \uc790\uc728 \ube44\uc0c1 \uc81c\ub3d9\uc774 \uc758\ubb34\ud654\ub428\uc5d0 \ub530\ub77c \uc790\ub3d9\ucc28 \ubd84\uc57c\uac00 13.2%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc7a5\ubcc4\ub85c\ub294 \uc801\uc678\uc120\uc774 42.5%\uc758 \uc810\uc720\uc728\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc9c0\ub9cc, \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c \ub3c4\uad6c \ubc0f \uc758\ub8cc\uc6a9 UV \uacbd\ud654 \uc801\uce35 \uc81c\uc870 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uc790\uc678\uc120(UV) \ud30c\uc7a5\uc774 14.8%\uc758 CAGR\ub85c \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub825 \ucd9c\ub825\ubcc4\ub85c\ub294 100mW~1W \ubc94\uc704\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 46.6%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 5W \ucd08\uacfc \uc7a5\uce58\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 15.7%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\ub9ac\uc801\uc73c\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 48.2%\ub97c \uae30\uc5ec\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud588\uc73c\uba70, \uc0ac\uc6b0\ub514 \ube44\uc804 2030 \ubc0f UAE \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \ud504\ub85c\uadf8\ub7a8\uc758 \uad11\uc790\ud559 \ud22c\uc790 \ud655\ub300\uc5d0 \ud798\uc785\uc5b4 \uc911\ub3d9 \uc9c0\uc5ed\uc774 12.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ud558\uc704 \uc9c0\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \ud2b8\ub80c\ub4dc<\/p>\n<p>\ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc18c\ube44\uc790 \uac00\uc804 \ubd84\uc57c 3D \uc13c\uc2f1\uc758 \uae09\uc18d\ud55c \ud655\uc7a5 (+3.2%): \uc2a4\ub9c8\ud2b8\ud3f0 \uc81c\uc870\uc0ac\ub4e4\uc774 \uc548\uba74 \uc778\uc99d \ubc0f \uc99d\uac15 \ud604\uc2e4(AR) \uae30\ub2a5\uc744 \ud655\ub300\ud558\uba74\uc11c \ube44\ud589 \uc2dc\uac04(ToF) \ubc0f \uad6c\uc870\uad11 \ubaa8\ub4c8\uc6a9 VCSEL \uc5b4\ub808\uc774 \ucd9c\ud558\ub7c9\uc774 \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc18c\ub2c8\ub294 \ud6c4\uba74 \uc870\uba85 \uc13c\uc11c \uae30\uc220\uc744 \ud65c\uc6a9\ud558\uc5ec VCSEL \ub2e4\uc774\uc640 CMOS \uac80\ucd9c\uae30\ub97c \uacf5\ub3d9 \ud328\ud0a4\uc9d5\ud558\uc5ec \ubaa8\ub4c8 \ud06c\uae30\ub97c 30% \uc904\uc774\uace0 \ub300\ub7c9 \uc8fc\ubb38 \uc2dc \ub2e8\uc704 \ube44\uc6a9\uc744 2\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucdc4\uc2b5\ub2c8\ub2e4. \uc548\ub4dc\ub85c\uc774\ub4dc \ud50c\ub798\uadf8\uc2ed \ubaa8\ub378\uc758 \ucc44\ud0dd\ub960\uc740 2023\ub144 18%\uc5d0\uc11c 2025\ub144 42%\ub85c \uc99d\uac00\ud588\uc73c\uba70, \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30(\uc2a4\ub9c8\ud2b8 \uc548\uacbd, \uac74\uac15 \ubaa8\ub2c8\ud130) \ub610\ud55c 2028\ub144\uae4c\uc9c0 \uc5f0\uac04 5\ucc9c\ub9cc \ub300 \uc774\uc0c1 \ucd9c\ud558\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc778\ud130\ucee4\ub125\ud2b8\uc758 \uc0c8\ub85c\uc6b4 \uc218\uc694 (+2.8%): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc740 2024\ub144\uc5d0\uc11c 2025\ub144 \uc0ac\uc774\uc5d0 400G \uc774\ub354\ub137\uc5d0\uc11c 800G \uc774\ub354\ub137\uc73c\ub85c \uc804\ud658\ud558\uba70, \uc2e4\ub9ac\ucf58\uc5d0 \uc774\uc885 \uc811\ud569\ub41c III-V \ub808\uc774\uc800\ub97c \ud1b5\ud569\ud558\uc5ec \uc11c\ube0c 3W \ub808\uc778 \uc804\ub825 \ubc0f 0.5dB \ubbf8\ub9cc\uc758 \ucee4\ud50c\ub9c1 \uc190\uc2e4\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uacf5\ub3d9 \ud328\ud0a4\uc9d5\ub41c \uad11\ud559 \uc7a5\uce58\ub294 \uc2a4\uc704\uce58 ASIC\uc5d0 \ub808\uc774\uc800 \uc5b4\ub808\uc774\ub97c \uc9c1\uc811 \ubc30\uce58\ud558\uc5ec SerDes \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc81c\uac70\ud558\uace0 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc5d0 \uc911\uc694\ud55c 40ns\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc751\uc6a9 \ubd84\uc57c\uc758 \ud655\uc0b0 (+2.5%): \uc790\ub3d9\ucc28 \ucc28\uccb4 \uc6a9\uc811\uc5d0\ub294 8kW \ubc18\ub3c4\uccb4 \ud38c\ud504\ub4dc \ud30c\uc774\ubc84 \ub808\uc774\uc800\uac00 \uc0ac\uc6a9\ub418\uba70, \uc758\ub8cc \ubd84\uc57c\uc5d0\uc11c\ub294 355nm UV \ub808\uc774\uc800\uac00 10\u00b5m \ubbf8\ub9cc\uc758 \uc2a4\ud150\ud2b8 \uc808\ub2e8\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4. \uad70\uc6a9 \uac70\ub9ac \uce21\uc815\uae30\ub294 \uc18c\ud615 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800\ub85c \uc2dc\uc2a4\ud15c \ubb34\uac8c\ub97c 40% \uc904\uc774\uace0 \ubc30\ud130\ub9ac \uc218\uba85\uc744 72\uc2dc\uac04\uc73c\ub85c \uc5f0\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \ub124\ud2b8\uc6cc\ud06c\ub294 ppb \ubbf8\ub9cc\uc758 \uac10\ub3c4\ub85c \uba54\ud0c4 \ub204\ucd9c\uc744 \uac10\uc9c0\ud558\uba70, \uc801\uce35 \uc81c\uc870\ub294 365nm \ubc0f 405nm \ub2e4\uc774\uc624\ub4dc\ub97c \ud65c\uc6a9\ud558\uc5ec 2\ucd08 \uc774\ub0b4\uc5d0 \uce35\uc744 \uacbd\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80 \uc9c0\uc6d0 \uad11\uc790\ud559 \uc81c\uc870 \uc774\ub2c8\uc154\ud2f0\ube0c (+1.9%): \ubbf8\uad6d\uc758 CHIPS \ubc0f \uacfc\ud559\ubc95\uc740 \ubc18\ub3c4\uccb4\uc5d0 527\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud558\uba70, \uc774 \uc911 3\uc5b5 \ub2ec\ub7ec\ub294 \uad11\uc790\ud559\uc744 \uba85\uc2dc\ud55c \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \ubc30\uc815\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uc5f0\ud569\uc758 Horizon \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \ud1b5\ud569 \uad11\uc790\ud559\uc5d0 2,500\ub9cc \uc720\ub85c\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc758 3\ub2e8\uacc4 \ube45 \ud380\ub4dc\ub294 \uc9c8\ud654\uac08\ub968 \ubc0f \uc778\ud654\uc778 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 2\ucc9c\uc5b5 \uc704\uc548(\uc57d 280\uc5b5 \ub2ec\ub7ec)\uc744 \ubc30\uc815\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8 \uacbd\uc81c\uc0b0\uc5c5\uc131(METI)\uc740 2025\ub144 500\uc5b5 \uc5d4(\uc57d 3\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec) \uaddc\ubaa8\uc758 \uad11\uc790\ud559 \ud504\ub85c\uadf8\ub7a8\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc774\ubc84 \ub808\uc774\uc800 \ucc44\ud0dd \uc99d\uac00 (+1.5%): \ud30c\uc774\ubc84 \ub808\uc774\uc800\uc758 \uc131\uc7a5\uc740 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ub2e4\ub978 \uad11\uc6d0\uc5d0 \ub300\ud55c \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc120\ud638\ub3c4 \uc99d\uac00 (+1.2%): \ud6a8\uc728\uc131, \uc18c\ud615\ud654, \ube44\uc6a9 \ud6a8\uc728\uc131 \ub4f1\uc758 \uc774\uc810\uc73c\ub85c \uc778\ud574 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800\uc758 \uc120\ud638\ub3c4\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131 (-1.8%): \uc804 \uc138\uacc4 \uac08\ub968 \ube44\uc18c \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc758 78%\ub97c 4\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \ud1b5\uc81c\ud558\uace0 \uc788\uc5b4 \uc2dc\uc7a5\uc774 \uae09\uc791\uc2a4\ub7ec\uc6b4 \uc218\uc694 \ubcc0\ub3d9\uc5d0 \ucde8\uc57d\ud569\ub2c8\ub2e4. 2023\ub144 8\uc6d4 \uc911\uad6d\uc758 \uac08\ub968 \ubc0f \uac8c\ub974\ub9c8\ub284 \uc218\ucd9c \uc81c\ud55c \uc870\uce58\ub85c \uc778\ud574 6\uc778\uce58 \uae30\ud310\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc774 12\uc8fc\uc5d0\uc11c 26\uc8fc\ub85c \ub298\uc5b4\ub098\uace0 \ud604\ubb3c \uac00\uaca9\uc774 40% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uc804\ub825 \ucd9c\ub825\uc5d0\uc11c\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c (-1.3%): 5W \uc774\uc0c1\uc758 \ub808\uc774\uc800\uc5d0\uc11c \uc811\ud569 \uc628\ub3c4\uac00 100\u00b0C\ub97c \ucd08\uacfc\ud558\uba74 \ud30c\uc7a5\uc774 0.3nm\/\u00b0C \uc774\ub3d9\ud558\uace0 \uc591\uc790 \ud6a8\uc728\uc774 15% \uac10\uc18c\ud569\ub2c8\ub2e4. \uc5f4\uc804 \ub0c9\uac01\uae30\ub294 \ubaa8\ub4c8\ub2f9 8~12\ub2ec\ub7ec\uc758 \ube44\uc6a9\uacfc 3~5W\uc758 \uae30\uc0dd \uc804\ub825\uc744 \ucd94\uac00\ud558\uc5ec \uc2dc\uc2a4\ud15c \uc218\uc900\uc758 \ud6a8\uc728\uc131\uc744 \uc800\ud574\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \uad11\uc790\ud559\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \uc218\ucd9c \ud1b5\uc81c (-0.9%): \ud2b9\ud788 \ubbf8\uad6d, \uc720\ub7fd \uc5f0\ud569, \uc911\uad6d \uac04\uc758 \ubb34\uc5ed\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0 \uc81c\uc57d\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ub8b0\uc131 \ubc0f \ud14c\uc2a4\ud2b8 \uad00\ub828 \uc5b4\ub824\uc6c0 (-0.7%): \uc790\ub3d9\ucc28 \ubc0f \uc758\ub8cc \uae30\uae30 \uc778\uc99d \uc8fc\uae30\uc5d0\uc11c \uc2e0\ub8b0\uc131 \ubc0f \ud14c\uc2a4\ud2b8 \uacfc\uc815\uc758 \uc5b4\ub824\uc6c0\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ud30c\uc7a5\ubcc4: \uc801\uc678\uc120 \ub808\uc774\uc800\ub294 2025\ub144 \ub9e4\ucd9c\uc758 42.5%\ub97c \ucc28\uc9c0\ud558\uba70 \uc18c\ube44\uc790 3D \uc13c\uc2f1 \ubc0f \uc7a5\uac70\ub9ac \uad11\uc12c\uc720 \ub9c1\ud06c\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc678\uc120(UV) \ud30c\uc7a5\uc740 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ucd9c\ud558\ub7c9 \ubc0f \uc758\ub8cc\uc6a9 UV \uacbd\ud654 \ud504\ub85c\ud1a0\ud0c0\uc774\ud551 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 14.8%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ub808\uc774\uc800 \uc720\ud615\ubcc4: VCSEL\uc740 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \ud14c\uc2a4\ud2b8\ub97c \ud1b5\ud574 \ub2e4\uc774 \ube44\uc6a9\uc744 0.50\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucdb0 37.8%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5 \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. QCL\uc740 \uc911\uc801\uc678\uc120 \ubd84\uad11\ud559\uc758 \uaddc\uc81c \uac15\ud654\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 16.3%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \uc5d0\uc9c0 \ubc1c\uad11 \ub808\uc774\uc800\ub294 \uc218 \ud0ac\ub85c\uc640\ud2b8 \uc0b0\uc5c5\uc6a9 \uc808\ub2e8\uc5d0 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uc9c0\ub9cc, 6%\uc758 CAGR\ub85c \uc131\uc7a5\ub960\uc774 \ub454\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: \ud1b5\uc2e0\uc740 2025\ub144 \ub9e4\ucd9c\uc758 34.12%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, VCSEL \uae30\ubc18 100Gbit \ub2e8\uac70\ub9ac \ub9c1\ud06c \ubc0f 1,550nm \ucf54\ud788\uc5b4\ub7f0\ud2b8 \ubaa8\ub4c8\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubd84\uc57c\ub294 LiDAR \ud1b5\ud569\uc5d0 \ud798\uc785\uc5b4 13.2%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc548\uc804 \ud544\uc218 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ud655\ub300\ud560 \uac83\uc785\ub2c8\ub2e4. \uc758\ub8cc \ubd84\uc57c\ub294 \ud3a8\ud1a0\ucd08 \uc548\uacfc \ubc0f \ud53c\ubd80\uacfc \uc2dc\uc2a4\ud15c\uc758 \uc2dc\uc220\ub7c9 \uc99d\uac00\ub85c \uc5f0\uac04 8% \uc131\uc7a5\ud558\uba70, \uad70\uc0ac \ud504\ub85c\uadf8\ub7a8\uc740 \uacf5\uc911 \uac70\ub9ac \uce21\uc815\uae30 \ubc0f \uc9c0\ud5a5\uc131 \uc5d0\ub108\uc9c0 \ud504\ub85c\ud1a0\ud0c0\uc785 \uc790\uae08 \uc9c0\uc6d0\uc73c\ub85c 10%\uc758 CAGR\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\ub825 \ucd9c\ub825\ubcc4: 100mW~1W \ubc94\uc704\uc758 \ub808\uc774\uc800\ub294 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 46.6%\ub97c \ucc28\uc9c0\ud558\uba70 \uc18c\ube44\uc790 \uc0dd\uccb4 \uc778\uc2dd \ubc0f \ub2e8\uac70\ub9ac \uad11\ud559 \uc7a5\uce58\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. 5W \ucd08\uacfc \uc7a5\uce58\ub294 \ud310\uae08 \uc808\ub2e8 \ubc0f \ud384\uc2a4\ud615 \uc790\ub3d9\ucc28 LiDAR\ub85c \uc778\ud574 15.7%\uc758 CAGR\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 100mW \ubbf8\ub9cc \ud3ec\uc778\ud130\ub294 \uc2a4\ub9c8\ud2b8\ud3f0\uc774 \ud734\ub300\uc6a9 \uc2a4\uce90\ub108\ub97c \ub300\uccb4\ud558\uba74\uc11c 4% \uc131\uc7a5\ud558\uba70, 1W~5W \ubc94\uc704\ub294 \uc218\uc220 \ub3c4\uad6c \ubc0f \ud504\ub85c\uc81d\uc158 \uc2dc\uc2a4\ud15c\uc5d0 \uc0ac\uc6a9\ub418\uc5b4 8%\uc758 \uc131\uc7a5\ub960\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\ub9ac\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c\uc758 48.2%\ub97c \ucc28\uc9c0\ud558\uba70, \uc911\uad6d\uc758 \uae00\ub85c\ubc8c VCSEL \uc5d0\ud53c\ud0dd\uc15c \uc6e8\uc774\ud37c \uc810\uc720\uc728 60%\uc640 \uc77c\ubcf8\uc758 \uc5f0\uac04 \ub2e4\uc774\uc624\ub4dc \uc0dd\uc0b0\ub7c9 2\uc5b5 \uac1c\uc5d0 \ud798\uc785\uc5b4 \uc2dc\uc7a5\uc758 \uc911\uc2ec \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ubd81\ubbf8\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc18c\ube44\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 28%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ucd9c\ud558\ub7c9\uc758 40%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc740 \ub3c5\uc77c\uc758 TRUMPF, ams-OSRAM \ubc0f Fraunhofer R&#038;D\uc5d0 \ud798\uc785\uc5b4 18%\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc911\ub3d9\uc740 NEOM\uc758 5\ucc9c\uc5b5 \ub2ec\ub7ec \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 12.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uc778 Coherent, Lumentum, ams-OSRAM, IPG Photonics, TRUMPF\uac00 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 42%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   Coherent: 2022\ub144 II-VI \ud569\ubcd1\uc744 \ud1b5\ud574 \uc9c8\ud654\uac08\ub968 \ubc0f \ud0c4\ud654\uaddc\uc18c \uc5ed\ub7c9\uc744 \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   Lumentum \ubc0f ams-OSRAM: 6\uc778\uce58 VCSEL \ub77c\uc778\uc744 \uc5f0\uac04 200\ub9cc \uc6e8\uc774\ud37c \uaddc\ubaa8\ub85c \ud655\uc7a5\ud558\uc5ec \ub2e4\uc774\ub2f9 \ube44\uc6a9\uc744 18% \uc808\uac10\ud558\uace0 2\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uc790\ub3d9\ucc28 \ubaa8\ub4c8\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   IPG Photonics: \uc218\uc9c1 \ud1b5\ud569\uc744 \ud1b5\ud574 \ud30c\uc774\ubc84 \ub808\uc774\uc800 \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d \uacbd\uc7c1\uc5c5\uccb4\ub4e4\uc758 \uac00\uaca9 \uc778\ud558\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 30%\uc758 \ub9e4\ucd9c \ucd1d\uc774\uc775\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4.<br \/>\n*   TRUMPF: Fraunhofer\uc640 \ud611\ub825\ud558\uc5ec QCL \uac00\uc2a4 \uc13c\uc11c\ub97c \uacf5\ub3d9 \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ucc28\ubcc4\ud654: ams-OSRAM\uc758 VCSEL \uc544\ud0a4\ud14d\ucc98\ub294 150\u00b0C\uc5d0\uc11c 50%\uc758 \ubcbd\uba74 \ud50c\ub7ec\uadf8 \ud6a8\uc728\uc744 \uc720\uc9c0\ud558\uc5ec \ubaa8\ubc14\uc77c \uae30\uae30\uc758 \ubc30\ud130\ub9ac \uc218\uba85\uc744 30% \uc5f0\uc7a5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed \ub2e4\uac01\ud654: Lumentum\uc758 \ud0dc\uad6d \uc870\ub9bd \uacf5\uc7a5\uc740 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc5d0 \ub300\ud55c \ud5e4\uc9c0 \uc5ed\ud560\uc744 \ud558\uba70, Sharp\uc758 405nm \uccad\uc0c9 \ub808\uc774\uc800\ub294 \uc790\ub3d9\ucc28 \ud5e4\ub4dc\ub7a8\ud504 \uc218\uc694\uc5d0 \ub300\uc751\ud569\ub2c8\ub2e4.<br \/>\n*   \ubbf8\ub798 \ud22c\uc790: 9\u00b5m QCL\uc744 \ud1b5\ud55c \ube44\uce68\uc2b5 \ud608\ub2f9 \ubaa8\ub2c8\ud130\ub9c1\uacfc \uac19\uc740 \uc0c8\ub85c\uc6b4 \ubd84\uc57c\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc73c\uba70, \ud558\uc774\ube0c\ub9ac\ub4dc \uc2e4\ub9ac\ucf58-III-V \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \uad11\ud559 \uc7a5\uce58 \uac1c\ubc1c\ub3c4 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4.<\/p>\n<p>6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 10\uc6d4: Coherent\ub294 \ub274\uc800\uc9c0 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uacf5\uc7a5 \ud655\uc7a5\uc5d0 2\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec 6\uc778\uce58 GaAs \ubc0f InP \uc0dd\uc0b0\uc744 \uc704\ud55c 5\ub9cc \ud3c9\ubc29\ud53c\ud2b8\uc758 \uacf5\uac04\uc744 \ucd94\uac00\ud558\uace0 2026\ub144 \ub300\ub7c9 \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: Lumentum\uc740 \uc720\ub7fd\uc758 1\ucc28 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4\uc640 \uc6b4\uc804\uc790 \ubaa8\ub2c8\ud130\ub9c1 \uc2dc\uc2a4\ud15c\uc6a9 VCSEL \uacf5\uae09\uc5d0 \ub300\ud574 1\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub2e4\ub144 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 8\uc6d4: ams-OSRAM\uc740 \ub9d0\ub808\uc774\uc2dc\uc544\uc5d0 \uc5f0\uac04 300\ub9cc VCSEL \ubaa8\ub4c8 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd98 \uacf5\uc7a5\uc744 \uac1c\uc124\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 7\uc6d4: TRUMPF\uc640 Fraunhofer\ub294 10ppb \uac10\ub3c4\uc758 \uba54\ud0c4 \uac10\uc9c0\uc6a9 QCL \ud504\ub85c\uadf8\ub7a8\uc5d0 1,200\ub9cc \uc720\ub85c\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 2026\ub144 1\uc6d4 \ud604\uc7ac \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ucd5c\uc2e0 \ub370\uc774\ud130\uc640 \ud1b5\ucc30\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c Mordor Intelligence\uc758 \ub3c5\uc810\uc801\uc778 \ucd94\uc815 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21 \uc218\uce58\ub97c \uc0dd\uc131\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc774\ub4dd \ub9e4\uccb4\ub97c \uae30\ubc18\uc73c\ub85c \uad11 \uc99d\ud3ed\uc744 \ud1b5\ud574 \uc790\uadf9 \ubc29\ucd9c\ub85c \uc791\ub3d9\ud558\ub294 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc8fc\ub85c \uc804\uae30 \uc804\ub958\ub85c \ud38c\ud551\ub418\ub294 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc\ub97c \ub2e4\ub8e8\uba70, \uc2dc\uc7a5\uc758 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uc694\uc57d, \uc2dc\uc7a5 \ud658\uacbd, \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubc94\uc704\ub294 \ud30c\uc7a5(\uc801\uc678\uc120, \uc801\uc0c9, \ub179\uc0c9, \uccad\uc0c9, \uc790\uc678\uc120), \ub808\uc774\uc800 \uc720\ud615(\uc5d0\uc9c0 \ubc29\ucd9c \ub808\uc774\uc800(EEL), \uc218\uc9c1 \uacf5\uc9c4 \ud45c\uba74 \ubc1c\uad11 \ub808\uc774\uc800(VCSEL), \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \ub808\uc774\uc800, \ud30c\uc774\ubc84 \ub808\uc774\uc800 \ubc0f \uae30\ud0c0), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud1b5\uc2e0, \uc758\ub8cc, \uad70\uc0ac \ubc0f \ubc29\uc704, \uc0b0\uc5c5, \uacc4\uce21 \ubc0f \uc13c\uc11c, \uc790\ub3d9\ucc28 \ubc0f \uae30\ud0c0), \uc804\ub825 \ucd9c\ub825(100mW \ubbf8\ub9cc, 100mW~1W, 1W~5W, 5W \ucd08\uacfc) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc608\uce21\uc740 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ud655\uc0b0, \ud30c\uc774\ubc84 \ub808\uc774\uc800 \ucc44\ud0dd \uc99d\uac00, \ub2e4\ub978 \uad11\uc6d0\uc5d0 \ub300\ud55c \ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc120\ud638\ub3c4, \uc18c\ube44\uc790 \uac00\uc804\uc81c\ud488\uc758 3D \uac10\uc9c0 \uae30\ub2a5 \uae09\uc99d, \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc0c1\ud638 \uc5f0\uacb0\uc758 \uc0c8\ub85c\uc6b4 \uc218\uc694, \uc815\ubd80 \uc9c0\uc6d0 \ud3ec\ud1a0\ub2c9\uc2a4 \uc81c\uc870 \uc774\ub2c8\uc154\ud2f0\ube0c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2e0\ub8b0\uc131 \ubc0f \ud14c\uc2a4\ud2b8 \uad00\ub828 \uc5b4\ub824\uc6c0, \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c\uc758 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131, \uace0\ucd9c\ub825\uc5d0\uc11c\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c, \ucca8\ub2e8 \ud3ec\ud1a0\ub2c9\uc2a4\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \uc218\ucd9c \ud1b5\uc81c\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5, \uadf8\ub9ac\uace0 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4\ub97c \ud3ec\ud568\ud558\ub294 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc5ed\ud559\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ud0d0\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \ub808\uc774\uc800 \uc2dc\uc7a5\uc740 2026\ub144 104\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 176\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 11.15%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \ub808\uc774\uc800\ub294 16.3%\uc758 CAGR\ub85c \uac00\uc7a5 \ud070 \uc99d\ubd84 \uc218\uc775\uc744 \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc911\uc801\uc678\uc120 \uac10\uc9c0 \ubd84\uc57c\uc5d0\uc11c \ub450\uac01\uc744 \ub098\ud0c0\ub0bc \uac83\uc785\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 Euro NCAP\uc758 2025\ub144 \uc790\uc728 \ube44\uc0c1 \uc81c\ub3d9 \uc694\uac74\uacfc LiDAR \ubc0f \uc6b4\uc804\uc790 \ubaa8\ub2c8\ud130\ub9c1 \uc2dc\uc2a4\ud15c\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 13.2%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc0ac\uc6b0\ub514 \ube44\uc804 2030 \ubc0f UAE \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \ud504\ub85c\uc81d\ud2b8\ub97c \ud1b5\ud574 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\ubc18 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \ud65c\ubc1c\ud55c \uc911\ub3d9 \uc9c0\uc5ed\uc774 12.9%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\ub808\uc774\uc800 \uc81c\uc870\uc5c5\uccb4\uc758 \uc8fc\uc694 \uacf5\uae09\ub9dd \uc704\ud5d8\uc740 \uac08\ub968 \ube44\uc18c(GaAs) \ubc0f \uc778\ub4d0 \uc778\ud654\ubb3c(InP) \uc6e8\uc774\ud37c \uacf5\uae09\uc758 \uc9d1\uc911\ud654\uc640 \uc911\uad6d\uc758 \uc218\ucd9c \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \ub9ac\ub4dc \ud0c0\uc784\uc774 \uae38\uc5b4\uc9c0\uace0 \uae30\ud310 \uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uace0\ucd9c\ub825 \uc5f4 \uad00\ub9ac \ubb38\uc81c\uc5d0 \ub300\ud574\uc11c\ub294 \uae08-\uc8fc\uc11d \ub610\ub294 \uc18c\uacb0 \uc740 \ub2e4\uc774 \uc811\ucc29, \uac1c\uc120\ub41c \ubc29\uc5f4\ud310 \uc7ac\ub8cc, \ud6a8\uc728\uc131 \ud5a5\uc0c1 \uc5d0\ud53c\ud0dd\uc15c \uc124\uacc4 \ub4f1\uc744 \ud1b5\ud574 \uc811\ud569 \uc628\ub3c4\ub97c \uc784\uacc4 \uc784\uacc4\uac12 \uc774\ud558\ub85c \uc720\uc9c0\ud558\ub294 \uc194\ub8e8\uc158\uc774 \ubaa8\uc0c9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f Coherent Corp., Sharp Corporation, IPG Photonics Corporation \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-41757","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\/41757"}],"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=41757"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/41757\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=41757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=41757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=41757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}