{"id":42640,"date":"2026-02-14T07:52:32","date_gmt":"2026-02-14T07:52:32","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/fiber-optic-component-market-mordor\/"},"modified":"2026-10-30T03:24:37","modified_gmt":"2026-10-29T18:24:37","slug":"fiber-optic-component-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/fiber-optic-component-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uad11\uc12c\uc720 \ubd80\ud488 \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\/fiber-optic-component-market-1750224128566-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\/fiber-optic-component-market-size-image-1768931780341.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 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uad11\uc12c\uc720 \uad50\uccb4 \uc8fc\uae30<\/li>\n<li class=\"toc-level-3\">4.2.2 5G \ud504\ub860\ud2b8\ud640\/\ubc31\ud640 \uace0\ubc00\ub3c4\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 800Gb \uc774\uc0c1 AI\/ML \uad11\ud559 \uae30\uc220\uc758 PAM4\/\ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc2e0\ud765 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc758 \ube60\ub978 FTTH \ubcf4\uae09<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc815\ubd80 \uc9c0\uc6d0 \ub18d\ucd0c \uad11\ub300\uc5ed \ud504\ub85c\uadf8\ub7a8 (\ubbf8\uad6d, EU)<\/li>\n<li class=\"toc-level-3\">4.2.6 \ucd08\uc800\uc190\uc2e4 \uad11\uc12c\uc720\ub97c \uc694\uad6c\ud558\ub294 \uc591\uc790 \ubcf4\uc548 \ub124\ud2b8\uc6cc\ud06c \uc2dc\ubc94 \uc0ac\uc5c5<\/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 \uc778\ub4d0-\uc778\ud654\ubb3c \ubc0f \uac08\ub968-\ube44\uc18c \uc5d0\ud53c-\uc6a9\ub7c9 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc911\uad6d\uc5d0 \ub300\ud55c \ucca8\ub2e8 \uad11\uc790 \uae30\uc220\uc758 \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc7a5\uac70\ub9ac \uad11\uc12c\uc720 \uacbd\ub85c\uc758 \uc0ac\uc774\ubc84-\ubb3c\ub9ac\uc801 \ud30c\uc190 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.4 \ub300\uccb4\uc7ac\ub85c\uc11c \uc911\uacf5 \ucf54\uc5b4 \uad11\uc12c\uc720\uc758 \ucc44\ud0dd \uc99d\uac00<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58\/\uacf5\uae09\ub9dd \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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \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 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ucf00\uc774\ube14<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc99d\ud3ed\uae30<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc561\ud2f0\ube0c \uad11 \ucf00\uc774\ube14<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc2a4\ud50c\ub9ac\ud130<\/li>\n<li class=\"toc-level-3\">5.1.5 \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.1.6 \ud2b8\ub79c\uc2dc\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubd84\uc0b0 \uac10\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubd84\uc11d \ubc0f \uc758\ub8cc \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc870\uba85<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc0b0\uc5c5 \ubc0f \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.3.5 \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \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 Lumentum Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Coherent Corp. (II-VI)<\/li>\n<li class=\"toc-level-3\">6.4.4 Sumitomo Electric Industries Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Accelink Technologies<\/li>\n<li class=\"toc-level-3\">6.4.6 Fujitsu Optical Components<\/li>\n<li class=\"toc-level-3\">6.4.7 Source Photonics<\/li>\n<li class=\"toc-level-3\">6.4.8 NeoPhotonics (Cisco)<\/li>\n<li class=\"toc-level-3\">6.4.9 O-Net Technologies<\/li>\n<li class=\"toc-level-3\">6.4.10 Corning Incorporated<\/li>\n<li class=\"toc-level-3\">6.4.11 Prysmian Group<\/li>\n<li class=\"toc-level-3\">6.4.12 Sterlite Technologies<\/li>\n<li class=\"toc-level-3\">6.4.13 Hisense Broadband<\/li>\n<li class=\"toc-level-3\">6.4.14 Innolight Technology<\/li>\n<li class=\"toc-level-3\">6.4.15 EMCORE Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Reflex Photonics<\/li>\n<li class=\"toc-level-3\">6.4.17 FiberHome Telecommunication<\/li>\n<li class=\"toc-level-3\">6.4.18 Huawei Technologies<\/li>\n<li class=\"toc-level-3\">6.4.19 Mwtechnologies LDA<\/li>\n<li class=\"toc-level-3\">6.4.20 OptiEnz Sensors<\/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>\uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc810\uc720\uc728\uc744 \ubd84\uc11d\ud558\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc720\ud615(\ucf00\uc774\ube14, \uc99d\ud3ed\uae30, \ubd84\ubc30\uae30, \ub2a5\ub3d9\ud615 \uad11\ucf00\uc774\ube14, \ud2b8\ub79c\uc2dc\ubc84 \ub4f1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud1b5\uc2e0, \ubd84\uc0b0 \uc13c\uc2f1, \ubd84\uc11d \ubc0f \uc758\ub8cc \uc7a5\ube44, \uc870\uba85), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\ud1b5\uc2e0 \uc0ac\uc5c5\uc790, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uae30\uc5c5 \ub370\uc774\ud130 \uc13c\ud130, \uc0b0\uc5c5 \ubc0f \uc5d0\ub108\uc9c0, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559, \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>2026\ub144 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 388.1\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2025\ub144 354.2\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 612.4\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 9.56%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uc6cc\ud06c\ub85c\ub4dc, 5G \uace0\ubc00\ub3c4\ud654, \uc591\uc790 \ubcf4\uc548 \ud1b5\uc2e0\uc73c\ub85c\uc758 \uae00\ub85c\ubc8c \ub124\ud2b8\uc6cc\ud06c \uc804\ud658\uc5d0 \ub530\ub978 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc758 \ud68c\ubcf5\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud575\uc2ec \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc555\ub825\uc73c\ub85c \uc778\ud574 \uc218\uc9c1 \ud1b5\ud569 \uc804\ub7b5\uc744 \uac15\ud654\ud558\uace0 \uc788\uc73c\uba70, \ub300\uccb4 \uc7ac\ub8cc\uc5d0 \ub300\ud55c R&#038;D\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc740 \ucf00\uc774\ube14 \uc81c\uc870\uc5c5\uccb4 \ubc0f \uad11\uc790 \uce69 \uc81c\uc870\uc5c5\uccb4\uc758 \uc218\uc694 \uac00\uc2dc\uc131\uc744 \uc548\uc815\ud654\ud558\uae30 \uc704\ud574 \uc7a5\uae30\uc801\uc778 \uc6a9\ub7c9 \uc57d\uc815\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d, \uc720\ub7fd \uc5f0\ud569 \ubc0f \uc8fc\uc694 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uacbd\uc81c\uad8c\uc758 \uc815\ubd80 \uc9c0\uc6d0 \ub18d\ucd0c \uad11\ub300\uc5ed \ud504\ub85c\uadf8\ub7a8\uc740 \uc131\uc219 \ubc0f \uac1c\ubc1c \ub3c4\uc0c1 \uc9c0\uc5ed \ubaa8\ub450\uc5d0\uc11c \uc218\ub3d9 \uad11 \uc778\ud504\ub77c\uc758 \uae30\ubcf8 \uc18c\ube44\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc720\ud615\ubcc4: 2025\ub144 \uad11\ucf00\uc774\ube14\uc774 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 40.62%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub2a5\ub3d9\ud615 \uad11\ucf00\uc774\ube14(Active Optical Cables, AOC)\uc740 2031\ub144\uae4c\uc9c0 10.97%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2025\ub144 \ud1b5\uc2e0 \ubd80\ubb38\uc774 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 67.42%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 10.72%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: 2025\ub144 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\uac00 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 55.38%\ub97c \uc720\uc9c0\ud588\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uae30\uc5c5 \ub370\uc774\ud130 \uc13c\ud130\ub294 12.01%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 38.74%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 10.44%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uad11\uc12c\uc720 \uad50\uccb4 \uc8fc\uae30: \uae09\uc99d\ud558\ub294 \uc0dd\uc131\ud615 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\ub294 \uae30\uc874 \ud074\ub77c\uc6b0\ub4dc \ub178\ub4dc\ubcf4\ub2e4 \ud6e8\uc52c \ub354 \ubc00\ub3c4 \ub192\uc740 \uad11\ud559 \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \ucf54\ub2dd\uc740 2025\ub144 1\ubd84\uae30 \uad11\ud1b5\uc2e0 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 46% \uc99d\uac00\ud55c 13.6\uc5b5 \ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 \ub2e8\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uc6b4\uc601\uc790\ub97c \uc704\ud574 \uae00\ub85c\ubc8c \uad11\uc12c\uc720 \uc0dd\uc0b0\ub7c9\uc758 10%\ub97c \uc608\uc57d\ud558\ub294 \ub2e4\ub144 \uacf5\uae09 \uacc4\uc57d\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. 2024\ub144 2\ubd84\uae30 \uad11 \ud2b8\ub79c\uc2dc\ubc84 \ucd9c\ud558\ub7c9\uc740 30\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uc5ec 2019\ub144 \uc774\ud6c4 \uac00\uc7a5 \uac15\ub825\ud55c \ubd84\uae30\ubcc4 \ub9e4\ucd9c \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 800G \ubc0f 1.6T \uad11\ud559 \uae30\uc220\uc744 \uc911\uc2ec\uc73c\ub85c \ub9ac\ud504-\uc2a4\ud30c\uc778 \uc544\ud0a4\ud14d\ucc98\ub97c \uc7ac\uc124\uacc4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ucf00\uc774\ube14 \ud2b8\ub808\uc774 \ub0b4\ubd80\uc5d0 \ub354 \ub192\uc740 \ub4f1\uae09\uc758 \uad74\uace1 \ubd88\uac10\uc131 \uad11\uc12c\uc720\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uc800\uc190\uc2e4 \uad11\uc12c\uc720 \uc720\ud615\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559(Co-Packaged Optics)\uc5d0 \ub300\ud55c \uc120\uc8fc\ubb38\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uad11\ubc94\uc704\ud55c \uad50\uccb4 \uc8fc\uae30\ub294 \ub2e4\ub144\uac04\uc758 \uae30\uac04 \ub3d9\uc548 \ubd80\ud488 \uacf5\uae09\uc5c5\uccb4\uc758 \uac00\uc2dc\uc131\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n*   5G \ud504\ub860\ud2b8\ud640\/\ubc31\ud640 \uace0\ubc00\ub3c4\ud654: \uad11\ubc94\uc704\ud55c \ub3c5\ub9bd\ud615 5G \ubc30\ud3ec\ub294 \ubb34\uc120 \ud5e4\ub4dc\uc5d0\uc11c \uae30\uc9c0\uad6d \uc7a5\uce58\uae4c\uc9c0\uc758 \uad11\uc12c\uc720 \uc218\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ud0dc\uad6d\uc758 &#8216;\ube4c\ub9ac\uc9c0 \uad11\ub300\uc5ed \uc778\ud130\ub137&#8217; \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 2025\ub144 3\uc6d4\uae4c\uc9c0 24,700\uac1c\uc758 \uc678\ub534 \uc9c0\uc5ed \uc0ac\ud68c\uc5d0 \uad11\uc12c\uc720\ub97c \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \ub9d0\ub808\uc774\uc2dc\uc544\uc758 210\uc5b5 MYR(44\uc5b5 \ub2ec\ub7ec) \uaddc\ubaa8\uc758 \uad6d\uac00 \uad11\ub300\uc5ed \ud504\ub85c\uc81d\ud2b8\ub294 2024\ub144 12\uc6d4 \ud604\uc7ac 60%\uc758 \uac00\uad6c\ub97c \uad11\uc12c\uc720\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud588\uc2b5\ub2c8\ub2e4. \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad\uc758 0.07\ubc00\ub9ac\ucd08 \ucee8\ubc84\ud130\ub294 \ud504\ub860\ud2b8\ud640 \uc870\uc815\uc744 \uc704\ud574 \ud544\uc694\ud55c \uc2dc\uac04 \ub3d9\uae30\ud654 \uc815\ubc00\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \ud504\ub9ac\uc988\ubbf8\uc548\uc758 \ucd5c\uc2e0 \ucd08\uace0\ubc00\ub3c4 \ub9ac\ubcf8 \ucf00\uc774\ube14\uc740 \uc6b4\uc601\uc790\uac00 \uc81c\ud55c\ub41c \ub355\ud2b8\uc5d0 \ub354 \ub9ce\uc740 \uad11\uc12c\uc720\ub97c \uc124\uce58\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc30\ud3ec\ub294 \ub124\ud2b8\uc6cc\ud06c \ud1a0\ud3f4\ub85c\uc9c0\ub97c \ubd84\uc0b0 \uc544\ud0a4\ud14d\ucc98\ub85c \uc804\ud658\ud558\uc5ec \ucee4\ub125\ud130, \ud074\ub85c\uc800 \ubc0f \uc800\uc9c0\uc5f0 \ucf00\uc774\ube14\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   AI\/ML \uad11\ud559 \uae30\uc220\uc758 PAM4 \ubc0f \ucf54\ud328\ud0a4\uc9d5 \ud1b5\ud569 \uac00\uc18d\ud654: \ub8e8\uba58\ud140(Lumentum)\uc740 \ub3c5\uc810\uc801\uc778 \uc778\ub4d0 \uc778\ud654\ubb3c(Indium-Phosphide) \uae30\uc220\ub85c \uc81c\uc791\ub41c \ud5a5\uc0c1\ub41c 800G ZR+ \ud2b8\ub79c\uc2dc\ubc84\ub97c \uc2dc\uc5f0\ud588\uc73c\uba70, 2025\ub144 \uc911\ubc18\uae4c\uc9c0 \ub370\uc774\ud130 \ud1b5\uc2e0 \uce69 \uc8fc\ubb38 \uc794\uace0\ub97c \ub450 \ubc30\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uc7ac\ub8cc \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc644\ud654\ud558\uace0 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uae30 \uc704\ud574 \ud0dc\uad6d\uc5d0\uc11c \ud6c4\ubc29 \uc870\ub9bd \ub77c\uc778\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc0c1\ud558\uc774 \uc790\uc624\ud241 \ub300\ud559\uc740 \uace0\uc18d \ubcc0\uc870\uae30\uc5d0 \ub300\ud55c \uc0dd\ud0dc\uacc4 \uc811\uadfc\uc131\uc744 \ub113\ud790 \uc218 \uc788\ub294 \ubc15\ub9c9 \ub9ac\ud2ac \ub098\uc774\uc624\ubca0\uc774\ud2b8 \uad11\uc790 \uce69 \uc0dd\uc0b0\uc744 \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 2024\ub144\uc5d0 2\ucc9c\ub9cc \uac1c \uc774\uc0c1\uc758 400G \ubc0f 800G \uad11\ud559 \ubaa8\ub4c8\uc744 \ucd9c\ud558\ud558\uc5ec \uace0\uae09 AI \ud074\ub7ec\uc2a4\ud130\uc5d0 \ub300\ud55c PAM4 \uc2e0\ud638\uc758 \uad11\ubc94\uc704\ud55c \uc218\uc6a9\uc744 \uc54c\ub838\uc2b5\ub2c8\ub2e4. \ubaa8\ub378 \ud06c\uae30\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc6b4\uc601\uc790\ub4e4\uc740 \uc804\ub825 \uc608\uc0b0\uc744 \uc904\uc5ec\uc57c \ud558\uba70, 51.2T \uc2a4\uc704\uce58 \uc6a9\ub7c9\uc5d0\uc11c\ub294 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559\uc774 \uae30\ubcf8 \uc120\ud0dd\uc774 \ub429\ub2c8\ub2e4. AI \uc2dc\uc2a4\ud15c \uc124\uacc4\uc790\uc640 \uad11\uc790 \uc5d4\uc9c0\ub2c8\uc5b4 \uac04\uc758 \uc9c0\uc18d\uc801\uc778 \ud53c\ub4dc\ubc31\uc740 \uc5f0\uc18d\uc801\uc778 \uc124\uacc4 \uc2b9\uc778 \uc8fc\uae30\ub97c \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ube60\ub978 FTTH(Fiber to the Home) \ud655\uc7a5: \uc778\ub3c4\ub124\uc2dc\uc544\ub294 4,200\uac1c \uc12c \uc804\uc5ed\uc758 \ub514\uc9c0\ud138 \uaca9\ucc28\ub97c \ud574\uc18c\ud558\uae30 \uc704\ud574 \uad6d\uac00 \uad11\ud559 \ubc31\ubcf8\uc744 \uc2dc\uc791\ud588\uc73c\uba70, \ud544\ub9ac\ud540\uc758 2.88\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uad6d\uac00 \uad11\uc12c\uc720 \ubc31\ubcf8\uc740 1,245km\uc5d0 \uac78\uccd0 2028\ub144\uae4c\uc9c0 7\ucc9c\ub9cc \uba85\uc758 \uc2e0\uaddc \uc0ac\uc6a9\uc790\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc778\ub3c4\ub294 \ub18d\ucd0c \uad11\ub300\uc5ed\uc5d0 161\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc73c\uba70, 2025\ub144 4\uc6d4 \ud604\uc7ac 27\ub9cc \uac1c \ub9c8\uc744\uc744 \uc5f0\uacb0\ud588\uc2b5\ub2c8\ub2e4. \ud638\uc8fc\uc758 &#8216;\ub354 \ub098\uc740 \uc5f0\uacb0 \uacc4\ud68d(Better Connectivity Plan)&#8217;\uc740 \ub18d\ucd0c \uad11\uc12c\uc720 \ud68c\ub791\uc5d0 11\uc5b5 AUD(7.4\uc5b5 \ub2ec\ub7ec)\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud504\ub85c\uc81d\ud2b8\ub294 \uc218\ub3d9 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ubcf4\uc7a5\ud558\uace0, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uace0\uac1d \uc678\uc5d0 \uacf5\uae09\uc5c5\uccb4 \uc218\uc775\uc744 \ub2e4\uac01\ud654\ud558\uba70, \ubbf8\ub798 5G \ubc0f \uc2a4\ub9c8\ud2b8 \uadf8\ub9ac\ub4dc \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \uae30\ubc18\uc744 \ub9c8\ub828\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   \uc778\ub4d0 \uc778\ud654\ubb3c \ubc0f \uac08\ub968 \ube44\uc18c \uc5d0\ud53c\ud0dd\uc2dc \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871: 2023\ub144 \uc911\uad6d\uc758 \uac08\ub968 \ubc0f \uac8c\ub974\ub9c8\ub284 \uc218\ucd9c \uc81c\ud55c\uc740 \uac01\uac01 \ud604\ubb3c \uac00\uaca9\uc744 250% \ubc0f 75% \uc778\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc9c0\uc9c8\uc870\uc0ac\uad6d\uc740 \uae08\uc9c0\uac00 \uc808\ub300\uc801\uc73c\ub85c \uc2dc\ud589\ub420 \uacbd\uc6b0 \uc7a0\uc7ac\uc801\uc73c\ub85c 34\uc5b5 \ub2ec\ub7ec\uc758 GDP \uc190\uc2e4\uc744 \uacc4\uc0b0\ud588\uc2b5\ub2c8\ub2e4. \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent)\uc758 \ud14d\uc0ac\uc2a4\uc5d0 \uc788\ub294 \uc0c8\ub85c\uc6b4 6\uc778\uce58 \uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c \ub77c\uc778\uc740 \uc644\uc804\ud788 \uac00\ub3d9\ub418\uba74 60%\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \uc57d\uc18d\ud558\uba70, \uc6e8\uc774\ud37c\ub2f9 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 4\ubc30\ub85c \ub298\ub9bd\ub2c8\ub2e4. \ud504\ub77c\uc6b4\ud638\ud37c ISE\uc758 InP-on-GaAs \uae30\ud310\uc740 \uc6e8\uc774\ud37c \ube44\uc6a9\uc744 80% \uc808\uac10\ud558\uace0 8\uc778\uce58 \ud30c\uc77c\ub7ff \uc0dd\uc0b0\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud234\ub9c1 \uc8fc\uae30\ub294 \ub2e8\uae30\uc801\uc778 \uc644\ud654\ub97c \uc81c\ud55c\ud558\uc5ec \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\uac00 \uace0\ub9c8\uc9c4 \ud2b8\ub79c\uc2dc\ubc84 \uace0\uac1d\uc744 \uc6b0\uc120\uc2dc\ud558\uace0 \uc800\uc18d \ubd80\ud488\uc758 \ub0a9\ud488 \uae30\uac04\uc744 \uc5f0\uc7a5\ud558\ub3c4\ub85d \uac15\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \uad11\uc790 \uae30\uc220\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c: \uad11\uc790 \uc9d1\uc801 \ud68c\ub85c\ub97c \ub300\uc0c1\uc73c\ub85c \ud558\ub294 \ubbf8\uad6d\uc758 \uc218\ucd9c \uaddc\uc81c\ub294 \uc774\uc804\uc5d0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud6c4\ubc29 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud65c\uc6a9\ud588\ub358 \uacf5\uae09 \uacc4\uc57d\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc740 \uc218\uc785 \uc5d0\ud53c\ud0dd\uc2dc \uc7a5\ube44\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \uad6d\ub0b4 \uad11\uc790 \uce69 \ud504\ub85c\uadf8\ub7a8\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcd1\ub82c \uacf5\uae09\ub9dd\uc740 \uc911\ubcf5\ub41c R&#038;D \ubc0f \uaddc\uc815 \uc900\uc218 \uac10\uc0ac\ub85c \uc778\ud574 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc720\ub7fd \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ubaa8\ub4e0 \uc0c8\ub85c\uc6b4 \uace0\uc18d \ud2b8\ub79c\uc2dc\ubc84 \uc81c\ud488\uad70\uc5d0 \ub300\ud574 \uc774\uc911 \uc6a9\ub3c4 \ub77c\uc774\uc120\uc2a4 \uc2e0\uccad\uc11c\ub97c \uc81c\ucd9c\ud574\uc57c \ud558\ubbc0\ub85c \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc774 \uae38\uc5b4\uc9d1\ub2c8\ub2e4. \ub2e4\uc9c0\uc5ed \uc870\ub9bd \uc704\uce58 \uc790\uaca9\uc740 \uc704\ud5d8\uc744 \ubd84\uc0b0\uc2dc\ud0a4\uc9c0\ub9cc \uc6b4\uc804\uc790\ubcf8 \uc608\uc0b0\uc5d0 \ubd80\ub2f4\uc744 \uc90d\ub2c8\ub2e4. \ud30c\ud3b8\ud654\ub294 \uc9c0\uc5ed\ud654\ub41c \ud601\uc2e0 \ud074\ub7ec\uc2a4\ud130\ub97c \ucd09\uc9c4\ud558\uc9c0\ub9cc, \ub2e8\uae30\uc801\uc778 \ubb3c\ub7c9\uacfc \ub9c8\uc9c4\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc720\ud615\ubcc4: \uad11\ucf00\uc774\ube14\uc740 \uba54\ud2b8\ub85c \ubc0f \uc7a5\uac70\ub9ac \ubc31\ubcf8\uc5d0 \ud655\uace0\ud788 \uad6c\ucd95\ub418\uc5b4 2025\ub144 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc758 40.62%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ubd80\ubb38\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 143.9\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uba70, \ub300\uaddc\ubaa8 \uc815\ubd80 \uc9c0\uc6d0 \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc218\ub3d9 \ucf00\uc774\ube14 \uc9c0\ucd9c\uc758 \uc9c0\ubc30\ub825\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc774 \uc11c\ubc84 \ub799 \ub0b4\ubd80\uc5d0 \uc644\uc804\ud788 \ud1b5\ud569\ub41c \ud50c\ub7ec\uadf8\ud615 \ub9c1\ud06c\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c \ub2a5\ub3d9\ud615 \uad11\ucf00\uc774\ube14\uc740 2031\ub144\uae4c\uc9c0 10.97%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc99d\ud3ed\uae30 \ubc0f \ubd84\ubc30\uae30\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \uae30\uc874 \uacbd\ub85c\uc758 \uc9c0\uc810 \uac04 \uc5c5\uadf8\ub808\uc774\ub4dc, \ud2b9\ud788 \uc815\ubd80\uac00 \ub18d\ucd0c \uc9c0\uc5ed \ud655\uc7a5 \ud504\ub85c\uc81d\ud2b8\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\ub294 \uacbd\uc6b0\uc5d0 \uc5ec\uc804\ud788 \uc5f0\uacb0\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559\uc758 \ucc44\ud0dd\uc740 \ub2a5\ub3d9\ud615 \ucf00\uc774\ube14\uc744 \ub300\uc5ed\ud3ed \ud655\uc7a5\uc758 \ub2e8\uac70\ub9ac \uc5d4\uc9c4\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. \ucf54\ub2dd\uc740 102.4T \uc2a4\uc704\uce58 \uc778\ud074\ub85c\uc800\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uc804\ub825 \ucd5c\uc801\ud654 \ucee4\ub125\ud130\uac00 \ud1b5\ud569\ub41c Gen-AI \uad11\uc12c\uc720 \uc5b4\uc148\ube14\ub9ac\ub97c \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \ud2b8\ub79c\uc2dc\ubc84 \uc81c\uc870\uc5c5\uccb4\ub294 \ub514\uc9c0\ud138 \uc2e0\ud638 \ud504\ub85c\uc138\uc11c\uc640 \uad11\uc790 \ub2e4\uc774\ub97c \ubc88\ub4e4\ub85c \ubb36\uc5b4 \uacf5\uac04\uc744 \uc904\uc774\uba74\uc11c \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \ub192\uc785\ub2c8\ub2e4. \ub530\ub77c\uc11c \ub2a5\ub3d9\ud615 \ubd80\ubb38\uc740 100\ubbf8\ud130 \ubbf8\ub9cc\uc758 \ub370\uc774\ud130 \ud1b5\uc2e0 \uac70\ub9ac\uc5d0\uc11c \uae30\uc874 \ud2b8\ub801\ud06c\ub97c \ub300\uccb4\ud568\uc73c\ub85c\uc368 \uc810\uc720\uc728\uc744 \uc810\uc9c4\uc801\uc73c\ub85c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub9ac \ub4dc\ub85c\uc789 \uc804\ubb38 \uc9c0\uc2dd\uacfc \ubaa8\ub4c8 \ud1b5\ud569\uc744 \uacb0\ud569\ud55c \uacf5\uae09\uc5c5\uccb4\ub294 \ud6c4\uc18d \uc124\uacc4 \uc2b9\ub9ac\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud1b5\uc2e0 \ubd80\ubb38\uc740 67.42%\uc758 \ub9e4\ucd9c\uc744 \ucc28\uc9c0\ud588\uc73c\uba70 10.72%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc5ec \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4 \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \uc0c1\ud638 \uc5f0\uacb0\uc758 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5 \ub9ac\ub354\uc2ed\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4. \ubd84\uc0b0 \uc13c\uc2f1 \ubc0f \uc758\ub8cc \uae30\uae30\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ud615\uc131\ud558\uae30 \uc2dc\uc791\ud588\uc9c0\ub9cc, \uad11\ub300\uc5ed \uc561\uc138\uc2a4\uc5d0 \ube44\ud574 \uadf8 \ubb3c\ub7c9\uc740 \uc5ec\uc804\ud788 \ubbf8\ubbf8\ud569\ub2c8\ub2e4. \ud1b5\uc2e0 \uad00\ub828 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 800G \uad11\ud559 \uae30\uc220\uc774 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 413\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud5ec\uc2a4\ucf00\uc5b4 \ubc30\ud3ec\ub294 \ud6a1\uc801 \uc131\uc7a5\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc120\uc804\uc758 \ud55c \ubcd1\uc6d0\uc740 \uc62c-\uc635\ud2f0\uceec LAN\uc73c\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\uc5ec \uc751\uae09\uc2e4 \ub370\uc774\ud130 \uc561\uc138\uc2a4 \uc2dc\uac04\uc774 60% \ud5a5\uc0c1\ub418\uc5c8\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \uc6d0\uaca9 \ub85c\ubd07 \uc218\uc220 \uc2dc\ud5d8\uc5d0\uc11c\ub294 5G \uae30\ubc18 \uad11\uc12c\uc720\ub97c \uc0ac\uc6a9\ud558\uc5ec 35\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc758 \uc655\ubcf5 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5 \ud658\uacbd\uc5d0\uc11c\ub294 \ubd84\uc0b0 \uc74c\ud5a5 \uc13c\uc2f1\uc774 \ud30c\uc774\ud504\ub77c\uc778 \ubc0f \ucca0\ub3c4 \ud68c\ub791\uc744 \ubcf4\ud638\ud569\ub2c8\ub2e4. \ub2e4\uc591\ud55c \uc0ac\uc6a9 \uc0ac\ub840\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud1b5\uc2e0 \uc9c0\ucd9c\uc740 \uacf5\uae09\uc5c5\uccb4 \ubb3c\ub7c9 \uc608\uce21\uc758 \ud575\uc2ec\uc774\uba70, \uc774\ub294 \uc774\ud6c4 \ud2c8\uc0c8 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc774\uc810\uc744 \uc81c\uacf5\ud558\ub294 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\ub294 \ub204\uc801\ub41c \ud1b5\ud589\uad8c \ubc0f \ubcf4\ud3b8\uc801 \uc11c\ube44\uc2a4 \uc758\ubb34\ub85c \uc778\ud574 2025\ub144\uc5d0 55.38%\uc758 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uae30\uc5c5 \ub370\uc774\ud130 \uc13c\ud130 \ubd80\ubb38\uc740 12.01%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70 2031\ub144\uae4c\uc9c0 199.5\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub9de\ucda4\ud654\ub41c \uc800\uc804\ub825 VCSEL \uc5b4\ub808\uc774 \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc5d4\uc9c4\uc73c\ub85c R&#038;D\ub97c \uc804\ud658\uc2dc\ud0b5\ub2c8\ub2e4. \ucf54\ub2dd\uc740 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uac00 \uc6a9\ub7c9\uc744 \uc120\uad6c\ub9e4\ud568\uc5d0 \ub530\ub77c 2027\ub144\uae4c\uc9c0 \uae30\uc5c5 \ubd80\ubb38\uc5d0\uc11c 30%\uc758 \ubcf5\ud569 \ud310\ub9e4 \uc99d\uac00\ub97c \uc608\uce21\ud569\ub2c8\ub2e4. \uad6d\ubc29 \uae30\uad00\uc740 \uc804\ud22c\uc5d0 \uac15\ud55c \ub300\ub4dc\ub860 \uad11\uc12c\uc720 \ub9c1\ud06c\ub97c \ucd94\uac00\ud558\uace0, \uc5d0\ub108\uc9c0 \uc8fc\uc694 \uae30\uc5c5\uc740 \uba54\ud0c4 \ub204\ucd9c \ubaa8\ub2c8\ud130\ub9c1 \uc2dc\uc2a4\ud15c\uc5d0 \uad11\uc12c\uc720 \uac04\uc12d\uacc4\ub97c \uc7a5\ucc29\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\uac01\ud654\ub294 \uc218\uc775 \uc704\ud5d8\uc744 \ubd84\uc0b0\uc2dc\ud0a4\uace0 \ud655\uc7a5 \ube54 \ubc0f \uc591\uc131 \uc5b4\uc148\ube14\ub9ac\ub97c \ud3ec\ud568\ud55c \ud2b9\uc218 \ucee4\ub125\ud130 \ud615\uc2dd\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ub300\ub7c9 \ud1b5\uc2e0 \uc8fc\ubb38\uacfc \uc18c\ub7c9\uc758 \uacac\uace0\ud55c \uad6d\ubc29 \uacc4\uc57d\uc744 \ubaa8\ub450 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \ubbfc\ucca9\ud55c \uacf5\uae09\uc5c5\uccb4\ub294 \uade0\ud615 \uc7a1\ud78c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc758 38.74%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70 10.44%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 50G \uc218\ub3d9 \uad11 \ub124\ud2b8\uc6cc\ud06c(PON) \uad6c\ucd95 \ubc0f 10\uae30\uac00\ube44\ud2b8 \ub3c4\uc2dc \ud504\ub85c\uadf8\ub7a8\uc740 \uad11 \ud68c\uc120 \ud130\ubbf8\ub110 \uc6a9\ub7c9\uc758 \ub2e8\uacc4\uc801 \uc99d\uac00\ub97c \uac00\uc838\uc635\ub2c8\ub2e4. \uc77c\ubcf8 \uad6d\ub9bd\uc815\ubcf4\ud1b5\uc2e0\uc5f0\uad6c\uc6d0(NICT)\uc740 1,808km\uc5d0 \uac78\uccd0 1.02Pbit\/s \uc804\uc1a1\uc744 \uc2dc\uc5f0\ud558\uc5ec \uae30\uc874 \uc9c0\uc0c1 \uad11\uc12c\uc720\uac00 \uc7a5\uac70\ub9ac AI \ud2b8\ub798\ud53d\uc744 \ucda9\uc871\ud560 \uc218 \uc788\uc74c\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc815\ubd80 \ubcf4\uc870\uae08\uc740 \uc778\ub3c4 \ubc0f \ud544\ub9ac\ud540\uacfc \uac19\uc740 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc774 \ub77c\uc2a4\ud2b8 \ub9c8\uc77c \uad11\uc12c\uc720\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec \uac70\uc2dc \uacbd\uc81c \ub454\ud654 \uae30\uac04\uc5d0\ub3c4 \uae30\ubcf8 \uc218\uc694\ub97c \uc720\uc9c0\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ubd81\ubbf8\ub294 \ubc84\uc9c0\ub2c8\uc544 \ub370\uc774\ud130 \uc13c\ud130 \ud68c\ub791 \ubc0f \uc624\ub9ac\uac74\uc758 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18 \uc11c\ubc84 \ud31c\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucea0\ud37c\uc2a4 \ud655\uc7a5\uc73c\ub85c \uc778\ud574 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc9c0\uc5ed \uae30\uc5ec\uad6d\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uad11\ub300\uc5ed \ud615\ud3c9\uc131, \uc811\uadfc\uc131 \ubc0f \ubc30\ud3ec(BEAD) \ud504\ub85c\uadf8\ub7a8\uc740 \uc11c\ube44\uc2a4 \ubbf8\uc81c\uacf5 \uc9c0\uc5ed\uc5d0 424.5\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud558\uba70, \uac00\ub2a5\ud55c \uacbd\uc6b0 \uad11\uc12c\uc720\ub97c \uc758\ubb34\ud654\ud569\ub2c8\ub2e4. \ubcf4\uc2a4\ud134 \ubc0f \uc2dc\uce74\uace0\uc758 \uc591\uc790 \ub124\ud2b8\uc6cc\ud06c \ud14c\uc2a4\ud2b8\ubca0\ub4dc\ub294 \uc124\uce58\ub41c \ub2e4\ud06c \uad11\uc12c\uc720\ub97c \ud1b5\ud55c \ucd08\uace0\ubcf4\uc548 \ud0a4 \ubd84\ubc30\ub97c \uac80\uc99d\ud558\uc5ec \ucd08\uc800\uc190\uc2e4 \ucf00\uc774\ube14\ub9c1\uc758 \uc0c8\ub85c\uc6b4 \ubc94\uc8fc\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc740 \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \uc591\uc790 \ubcf4\uc548 \uc815\ubd80 \ub9c1\ud06c\ub97c \uac15\uc870\ud569\ub2c8\ub2e4. \ub3c5\uc77c\uc740 \uc911\uacc4\uae30 \uc5c6\uc774 76km\uc5d0 \uac78\uccd0 \uae30\uc874 \ub3c4\uc774\uce58 \ud154\ub808\ucf64 \uad11\uc12c\uc720\ub97c \ud1b5\ud55c \uc591\uc790 \ud1b5\uc2e0\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc601\uad6d \ud0dc\uc2a4\ud06c\ud3ec\uc2a4\ub294 2025\ub144 4\uc6d4 410km \uc591\uc790 \ubcf4\uc548 \ube44\ub514\uc624 \uc804\uc1a1\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \ub0a8\uc720\ub7fd \uc720\ud2f8\ub9ac\ud2f0 \uae30\uc5c5\ub4e4\uc740 \uad11\uc12c\uc720 \uae30\ubc18 SCADA \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc73c\uba70, \ubd81\uc720\ub7fd \uad6d\uac00\ub4e4\uc740 \ud48d\ubd80\ud55c \uc218\ub825 \ubc1c\uc804\uc744 \ud65c\uc6a9\ud558\uc5ec AI \ud074\ub7ec\uc2a4\ud130\ub97c \uc720\uce58\ud568\uc73c\ub85c\uc368 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559 \uc218\uc694\ub97c \uc720\ubc1c\ud569\ub2c8\ub2e4. \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \ubc0f \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \ud604\uc7ac \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc \ud574\uc800 \ucf00\uc774\ube14 \uc0c1\ub959 \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \uc778\uc13c\ud2f0\ube0c\uac00 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ucf54\ub2dd(Corning), \ud504\ub9ac\uc988\ubbf8\uc548(Prysmian), \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad(Sumitomo Electric), \ud6c4\ub8e8\uce74\uc640(Furukawa)\ub294 \uc720\ub9ac \ud504\ub9ac\ud3fc \ubc0f \ucf00\uc774\ube14 \ubb3c\ub7c9\uc5d0\uc11c \uc555\ub3c4\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ube0c\ub85c\ub4dc\ucef4(Broadcom), \ub8e8\uba58\ud140(Lumentum), \ucf54\ud788\uc5b4\ub7f0\ud2b8(Coherent)\ub294 \uad11\uc790 \uc9d1\uc801 \ud68c\ub85c \uc124\uacc4\uc5d0\uc11c \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \ud2f0\uc5b4 1 \uae30\uc874 \uc5c5\uccb4\ub4e4\uc740 \uac08\ub968 \ubc0f \uc778\ub4d0 \ubcc0\ub3d9\uc131 \uc774\ud6c4 \uc7ac\ub8cc \uc811\uadfc\uc131\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc218\uc9c1 \ud1b5\ud569\uc744 \uc2ec\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ub2dd\uc758 \ud3f4\ub780\ub4dc \uc2e0\uaddc \ud504\ub9ac\ud3fc \ub77c\uc778\uc740 \uc720\ub7fd \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0, \ud504\ub9ac\uc988\ubbf8\uc548\uc740 BEAD \uacc4\uc57d\uc744 \ud604\uc9c0\ud654\ud558\uae30 \uc704\ud574 \ubbf8\uad6d\uc5d0 \ub9ac\ubcf8 \ub4dc\ub85c\uc789 \ud0c0\uc6cc\ub97c \uc124\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ucc28\ubcc4\ud654\uac00 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud788\uc5b4\ub7f0\ud2b8\uc758 6\uc778\uce58 \uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c\ub294 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 4\ubc30\ub85c \ub298\ub824 \uc18c\uaddc\ubaa8 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc785\ub2c8\ub2e4. NICT\uc640 \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad\uc740 1,808km\uc5d0 \uac78\uccd0 \uacb0\ud569 \ucf54\uc5b4 \uad11\uc12c\uc720\ub97c 1.02Pbit\/s\ub85c \uc804\uc1a1\ud558\uc5ec \ub2e4\uc74c 10\ub144 \ub3d9\uc548 \uc911\uacf5 \ucf54\uc5b4 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc704\ud55c \uae30\ubc18\uc744 \ub9c8\ub828\ud588\uc2b5\ub2c8\ub2e4. NTT\uc758 455Tb\/s \ub2e4\uc911 \ucf54\uc5b4 \uc2dc\ud5d8\uc740 MIMO \ub4f1\ud654\uc758 \ud0c0\ub2f9\uc131\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uacf5\uac04 \ubd84\ud560 \ub2e4\uc911\ud654\uac00 \uc8fc\ub958\uac00 \ub418\uae30 \uc804\uae4c\uc9c0 \ub85c\ub4dc\ub9f5 \uc5f0\uc18d\uc131\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559 \uc5f4 \uad00\ub9ac \uc124\uacc4, \ud2b9\ud788 \ubbf8\uad6d \ubc0f \uc911\uad6d \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4 \uc0ac\uc774\uc5d0\uc11c \ud2b9\ud5c8 \uc18c\uc1a1\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc774 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub8e8\uba58 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Lumen Technologies)\ub294 2026\ub144\uae4c\uc9c0 \ucf54\ub2dd\uc758 \uae00\ub85c\ubc8c \uc0dd\uc0b0\ub7c9 10%\ub97c \ud655\ubcf4\ud558\uc5ec AI \ucea0\ud37c\uc2a4 \ud655\uc7a5\uc774 \uc911\ub2e8 \uc5c6\uc774 \uc9c4\ud589\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad\uc758 \uc26c\ub4dc\uce74\ubca8(S\u00fcdkabel) 9\ucc9c\ub9cc \uc720\ub85c \uc778\uc218\ub294 \ud574\uc800 \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc704\ud55c \uace0\uc804\uc555 \uc9c1\ub958 \ucf00\uc774\ube14 \uc81c\ud488\uc744 \ud655\uc7a5\ud569\ub2c8\ub2e4. \ud504\ub77c\uc6b4\ud638\ud37c ISE\ub294 \uc720\ub7fd \uad11\uc790 \ud074\ub7ec\uc2a4\ud130\uc640 \ud611\ub825\ud558\uc5ec \uac08\ub968 \uacf5\uae09 \uc704\ud5d8\uc744 \uc6b0\ud68c\ud558\ub294 InP-on-GaAs \uae30\ud310\uc744 \ud655\uc7a5\ud569\ub2c8\ub2e4. \uc790\ubcf8 \uc9d1\uc57d\ub3c4\uac00 \ub192\uc544\uc9d0\uc5d0 \ub530\ub77c \uc911\uacac \uae30\uc5c5\ub4e4\uc740 \uc758\ub8cc \ub0b4\uc2dc\uacbd \uad11\uc12c\uc720, \uc13c\uc2f1 \uac04\uc12d\uacc4 \ub610\ub294 \uacf5\uc911 \uc804\uc220 \ub9c1\ud06c\uc640 \uac19\uc740 \uc804\ubb38 \ud2c8\uc0c8 \uc2dc\uc7a5\uc744 \ucd94\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790<\/p>\n<p>*   Lumentum Holdings Inc.<br \/>\n*   Broadcom Inc.<br \/>\n*   Coherent Corp. (II-VI)<br \/>\n*   Sumitomo Electric Industries Ltd.<br \/>\n*   Accelink Technologies<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 3\uc6d4: \ucf54\ub2dd\uc740 Springboard \uacc4\ud68d\uc744 \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\uc5ec \uae30\uc5c5 \ubd80\ubb38\uc5d0\uc11c 30%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 Gen-AI \uad11\uc12c\uc720 \ubc0f \ucf00\uc774\ube14 \uc2dc\uc2a4\ud15c\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: NICT\uc640 \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad\uc740 19\ucf54\uc5b4 \uad11\uc12c\uc720\ub97c \uc0ac\uc6a9\ud558\uc5ec 1,808km\uc5d0 \uac78\uccd0 1.02Pbit\/s \uc804\uc1a1\uc744 \ub2ec\uc131\ud558\uc5ec \uc6a9\ub7c9-\uac70\ub9ac \uae30\ub85d\uc744 \uc138\uc6e0\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 11\uc6d4: \uc2a4\ubbf8\ud1a0\ubaa8 \uc77c\ub809\ud2b8\ub9ad\uc740 \uc18c\ub2c8\uc640\uc758 \ud611\ub825\uc744 \ud1b5\ud574 0.07\ubc00\ub9ac\ucd08 DisplayPort-to-Ethernet \ucee8\ubc84\ud130\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 8\uc6d4: \ucf54\ub2dd\uacfc \ub8e8\uba58 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4\ub294 AI \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc704\ud574 \ucf54\ub2dd\uc758 \uae00\ub85c\ubc8c \uc0dd\uc0b0\ub7c9 10%\ub97c \uc608\uc57d\ud558\ub294 2\ub144 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \ud1b5\uc2e0, \ub370\uc774\ud130 \uc13c\ud130, \uc0b0\uc5c5, \uc758\ub8cc \ubc0f \ubc29\uc704 \ub124\ud2b8\uc6cc\ud06c\uc5d0\uc11c \uad11 \uae30\ubc18 \ub370\uc774\ud130 \uc804\uc1a1\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc2e0\uaddc \uad11 \ud2b8\ub79c\uc2dc\ubc84, \uc561\ud2f0\ube0c \uad11 \ucf00\uc774\ube14, \ucf00\uc774\ube14, \uc99d\ud3ed\uae30, \uc2a4\ud50c\ub9ac\ud130, \ucee4\ub125\ud130 \ub4f1 \ud575\uc2ec \ubd80\ud488\uc758 \uc218\uc775\uc744 \uc2dc\uc7a5 \ubc94\uc704\ub85c \uc815\uc758\ud558\uba70, \uc7ac\uc0dd \ud558\ub4dc\uc6e8\uc5b4, \uc124\uce58 \uc11c\ube44\uc2a4, \ud134\ud0a4 \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \ub4f1\uc740 \uc81c\uc678\ud558\uace0 \ubd80\ud488 \uc790\uccb4\uc5d0 \uc9d1\uc911\ud569\ub2c8\ub2e4.<\/p>\n<p>\uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc740 2026\ub144 388\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 612\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 38.74%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uacfc 10.44%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uba70, \uad6d\uac00 \uad11\ub300\uc5ed\ub9dd \uad6c\ucd95\uacfc \ud3ec\ud1a0\ub2c9\uc2a4 \uc81c\uc870 \uc5ed\ub7c9 \uac15\ud654\uac00 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4. \ubd80\ud488 \uc720\ud615 \uc911 \uc561\ud2f0\ube0c \uad11 \ucf00\uc774\ube14(10.97% CAGR)\uc774, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd80\ubb38\uc5d0\uc11c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130 \uc13c\ud130(12.01% CAGR)\uac00 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uac01\uac01 \ucf54\ud328\ud0a4\uc9d5 \uad11\ud559 \ucc44\ud0dd\uacfc AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc758 \ucd08\uace0\uc18d \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694 \uc99d\uac00\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294\ub370\uc774\ud130 \ud2b8\ub798\ud53d\uc758 \ud3ed\ubc1c\uc801\uc778 \uc99d\uac00, 5G \ub124\ud2b8\uc6cc\ud06c \ubc0f \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305\uc758 \ud655\uc0b0, \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f \uba38\uc2e0\ub7ec\ub2dd \uae30\uc220\uc758 \ubc1c\uc804, \uadf8\ub9ac\uace0 \uc804 \uc138\uacc4\uc801\uc778 \ub370\uc774\ud130 \uc13c\ud130\uc758 \ud655\uc7a5 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc740 \uace0\uc18d, \uace0\uc6a9\ub7c9 \ub370\uc774\ud130 \uc804\uc1a1\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ud0a4\uba70, \uc774\ub294 \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc758 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc815\ubd80\uc758 \uad11\ub300\uc5ed\ub9dd \uad6c\ucd95 \uc815\ucc45\uacfc \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0, \uc790\uc728\uc8fc\ud589\ucc28 \ub4f1 \uc0c8\ub85c\uc6b4 \uae30\uc220 \ubc0f \uc11c\ube44\uc2a4\uc758 \ub4f1\uc7a5\uc740 \uad11\uc12c\uc720 \uc778\ud504\ub77c\uc758 \uc911\uc694\uc131\uc744 \ub354\uc6b1 \ubd80\uac01\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131, \uc219\ub828\ub41c \uc778\ub825 \ubd80\uc871, \uadf8\ub9ac\uace0 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9 \ubd80\ub2f4 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uad11\uc12c\uc720 \ubd80\ud488 \uc81c\uc870\uc5d0 \ud544\uc694\ud55c \ud76c\uadc0 \uae08\uc18d \ubc0f \ud2b9\uc218 \uc7ac\ub8cc\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc740 \uc0dd\uc0b0 \ube44\uc6a9\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ubcf5\uc7a1\ud55c \uad11\ud559 \uae30\uc220\uc744 \ub2e4\ub8f0 \uc218 \uc788\ub294 \uc804\ubb38 \uc5d4\uc9c0\ub2c8\uc5b4 \ubc0f \uae30\uc220\uc790\uc758 \ubd80\uc871\uc740 \uc2e0\uae30\uc220 \uac1c\ubc1c \ubc0f \uc0dd\uc0b0 \ud655\uc7a5\uc5d0 \uc5b4\ub824\uc6c0\uc744 \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \ub3c4\uc804 \uacfc\uc81c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uad11\uc12c\uc720 \ubd80\ud488 \uc2dc\uc7a5\uc740 \uae30\uc220 \ud601\uc2e0\uacfc \uc0c8\ub85c\uc6b4 \uc751\uc6a9 \ubd84\uc57c\uc758 \ud655\ub300\ub85c \uc778\ud574 \ubc1d\uc740 \uc804\ub9dd\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc591\uc790 \ucef4\ud4e8\ud305, \uc6b0\uc8fc \ud1b5\uc2e0 \ub4f1 \ubbf8\ub798 \uae30\uc220\uacfc\uc758 \uc735\ud569\uc740 \uc2dc\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \ub3d9\ub825\uc744 \uc81c\uacf5\ud560 \uac83\uc73c\ub85c 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