{"id":42859,"date":"2026-02-14T10:07:37","date_gmt":"2026-02-14T10:07:37","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-direct-attach-cables-market-mordor\/"},"modified":"2026-10-02T09:42:17","modified_gmt":"2026-10-02T00:42:17","slug":"global-direct-attach-cables-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-direct-attach-cables-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub2e4\uc774\ub809\ud2b8 \uc5b4\ud0dc\uce58 \ucf00\uc774\ube14 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-direct-attach-cables-market-1718172192475-DAC-CL.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\/global-direct-attach-cables-market-size-image-1768490082886.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 \ud658\uacbd<\/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 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \ubd80\ubb38\uc758 \ud074\ub77c\uc6b0\ub4dc \uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uace0\uc18d DAC \ubcf4\uae09\uc744 \uac00\uc18d\ud654\ud558\ub294 \ube60\ub978 400GbE\/800GbE \uc2a4\uc704\uce58 \uc5c5\uadf8\ub808\uc774\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \ube44\uc6a9 \ucd5c\uc801\ud654\ub41c 25Gbps DAC \ub9c1\ud06c\ub97c \uc120\ud638\ud558\ub294 \ud1b5\uc2e0\uc0ac 5G RU-DU \ud504\ub860\ud2b8\ud640<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc800\uc9c0\uc5f0 \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8\ub97c \uc694\uad6c\ud558\ub294 \uc5e3\uc9c0 AI \ud074\ub7ec\uc2a4\ud130(LLM \ucd94\ub860)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \ubbf8\uad6d \ub0b4 \uad6c\ub9ac \uc5b4\uc148\ube14\ub9ac \uc81c\uc870\uc5d0 \ub300\ud55c \uc138\uae08 \uc778\uc13c\ud2f0\ube0c (CHIPS \ubc95\uc548)<\/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 \ub450\uaebc\uc6b4 \uac8c\uc774\uc9c0 DAC \ucc44\ud0dd\uc744 \uc81c\ud55c\ud558\ub294 \uc784\ubc15\ud55c \uc11c\ubc84 \ub799 \uc804\ub825 \uc81c\ud55c (25kW \ubbf8\ub9cc)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \uad6c\ub9ac\ubcf4\ub2e4 \ube60\ub974\uac8c \ud558\ub77d\ud558\ub294 QSFP-DD800 \uad11 \ubaa8\ub4c8 ASP, TCO \uaca9\ucc28 \ucd95\uc18c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uad6c\ub9ac \uc5b4\uc148\ube14\ub9ac\uc758 \uaddc\uc815 \uc900\uc218 \ube44\uc6a9\uc744 \ub192\uc774\ub294 \uac15\ud654\ub41c EU RoHS \ub0a9 \uba74\uc81c<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uac00\uce58\/\uacf5\uae09\ub9dd \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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \uae00\ub85c\ubc8c \ubb34\uc5ed \ud750\ub984 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.9 \uac00\uaca9 \ubc0f \uc0ac\uc591 \ubca4\uce58\ub9c8\ud0b9<\/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 \uc81c\ud488 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \uc218\ub3d9\ud615 \uc9c1\uc811 \uc5f0\uacb0 \uad6c\ub9ac (PDAC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ub2a5\ub3d9\ud615 \uc9c1\uc811 \uc5f0\uacb0 \uad6c\ub9ac (ADAC)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ud3fc \ud329\ud130\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 SFP\/SFP+<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 SFP28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 QSFP+<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 QSFP28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 QSFP-DD\/QSFP112<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.6 \uae30\ud0c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 10Gbps \uc774\ud558<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 10.1 &#8211; 25Gbps<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 25.1 &#8211; 40Gbps<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 40.1 &#8211; 100Gbps<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 100Gbps \ucd08\uacfc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \uc801\uc6a9 \ubd84\uc57c\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \ub370\uc774\ud130 \uc13c\ud130<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \ud1b5\uc2e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \uac00\uc804\uc81c\ud488<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uc0b0\uc5c5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \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-4\">\n          5.5.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \ub0a8\ubbf8<\/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-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 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \uc544\uc138\uc548<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.3 \ud280\ub974\ud0a4\uc608<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.4 \uae30\ud0c0 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.6 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.6.2 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \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 \uc554\ud398\ub180(Amphenol Corp.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \ubab0\ub809\uc2a4 (\ucf54\ud06c \uc778\ub354\uc2a4\ud2b8\ub9ac)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 TE \ucee4\ub125\ud2f0\ube44\ud2f0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \ubcfc\ub809\uc2a4(Volex plc)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \ub7ed\uc2a4\uc250\uc5b4-ICT<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 JPC \ucee4\ub125\ud2f0\ube44\ud2f0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \uc120\uc804 \uc19d\ud1a0 \ud14c\ud06c.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \ub9c1\ud06c\ub9ac\uc5bc(Linkreal Co.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \uc5d4\ube44\ub514\uc544 (\uba5c\ub77c\ub179\uc2a4)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \uc544\ub9ac\uc2a4\ud0c0 \ub124\ud2b8\uc6cd\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \ube14\ub799 \ubc15\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 ACT \ucf00\uc774\ube14<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 IOI \ud14c\ud06c\ub180\ub85c\uc9c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 ETU-\ub9c1\ud06c \ud14c\ud06c.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \uc2dc\uc2a4\ucf54 \uc2dc\uc2a4\ud15c\uc988<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \ucef4\uc2a4\ucf54\ud504<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \ub808\uc624\ub2c8(Leoni AG)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \uc0d8\ud14d(Samtec Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \ud6c4\uc9c0\ucbd4 \uc635\ud2f0\uceec \ucef4\ud3ec\ub10c\uce20<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \uc464\uc800\uc6b0 \uc544\uae31\uc2a4 \uc778\ud130\ucee4\ub125\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 \uc5b4\ub4dc\ubc34\ud14d(Advantech Co.)<\/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>\ub2e4\uc774\ub809\ud2b8 \uc5b4\ud0dc\uce58 \ucf00\uc774\ube14(Direct Attach Cables, DAC) \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \uc11c\ub860 \ubc0f \uc2dc\uc7a5 \uaddc\ubaa8 \ubd84\uc11d<\/p>\n<p>\uae00\ub85c\ubc8c \ub2e4\uc774\ub809\ud2b8 \uc5b4\ud0dc\uce58 \ucf00\uc774\ube14(Direct Attach Cables, DAC) \uc2dc\uc7a5\uc740 2025\ub144 126\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 170\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 34.66%\ub97c \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 756\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 DAC \uc2dc\uc7a5\uc758 \uc81c\ud488 \uc720\ud615, \ud3fc \ud329\ud130, \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09, \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc601\uc5ed \ubc0f \uc9c0\uc5ed\ubcc4 \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uc131\uc7a5 \ub3d9\ud5a5\uacfc \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc9c0\ud45c (2026-2031)<br \/>\n*   \uc870\uc0ac \uae30\uac04: 2020\ub144 \u2013 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 170\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 756\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026\ub144 \u2013 2031\ub144): \uc5f0\ud3c9\uade0 34.66%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \ubd81\ubbf8<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \ud2b8\ub80c\ub4dc<\/p>\n<p>DAC \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc740 \ub370\uc774\ud130 \uc13c\ud130 \ub799 \ubc00\ub3c4\uc758 \uc99d\uac00, \uace0\uc18d \ub124\ud2b8\uc6cc\ud0b9\uc73c\ub85c\uc758 \uc804\ud658, 5G \ud1b5\uc2e0\ub9dd \ud655\uc7a5, \uc5e3\uc9c0 AI \ud074\ub7ec\uc2a4\ud130\uc758 \ud655\uc0b0 \ub4f1 \uc5ec\ub7ec \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 \uc601\ud5a5 \ubd84\uc11d<\/p>\n<p>| \ub3d9\uc778                                                              | CAGR \uc608\uce21\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5 | \uc9c0\ub9ac\uc801 \uad00\ub828\uc131                     | \uc601\ud5a5 \uae30\uac04   |<br \/>\n| :&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;- | :&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211; | :&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212; | :&#8212;&#8212;&#8212;- |<br \/>\n| \ud074\ub77c\uc6b0\ub4dc \uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uad6c\ucd95 (\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ubc0f \ucf54\ub85c\ucf00\uc774\uc158)     | 8.50%                 | \uae00\ub85c\ubc8c (\ubd81\ubbf8 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9d1\uc911) | \uc911\uae30 (2-4\ub144) |<br \/>\n| 400GbE\/800GbE \uc2a4\uc704\uce58 \uc5c5\uadf8\ub808\uc774\ub4dc \uac00\uc18d\ud654 (\uace0\uc18d DAC \uc218\uc694 \uacac\uc778)       | 7.20%                 | \ubd81\ubbf8 \ubc0f EU (\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc73c\ub85c \ud655\uc7a5) | \ub2e8\uae30 (2\ub144 \uc774\ud558) |<br \/>\n| \ud1b5\uc2e0\uc0ac 5G RU-DU \ud504\ub860\ud2b8\ud640 (\ube44\uc6a9 \ucd5c\uc801\ud654\ub41c 25Gbps DAC \ub9c1\ud06c \uc120\ud638)     | 6.80%                 | \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud575\uc2ec (MEA\ub85c \ud655\uc0b0)   | \uc911\uae30 (2-4\ub144) |<br \/>\n| \uc5e3\uc9c0 AI \ud074\ub7ec\uc2a4\ud130 (LLM \ucd94\ub860)\uc758 \uc800\uc9c0\uc5f0 \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694         | 9.10%                 | \uae00\ub85c\ubc8c (\ubd81\ubbf8 \ucd08\uae30 \ucc44\ud0dd)           | \ub2e8\uae30 (2\ub144 \uc774\ud558) |<\/p>\n<p>2.2. \uc0c1\uc138 \ub3d9\uc778 \ubd84\uc11d<\/p>\n<p>*   \ud074\ub77c\uc6b0\ub4dc \uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uad6c\ucd95 (\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \ubd80\ubb38)<br \/>\n    \ub370\uc774\ud130 \uc13c\ud130 \ub799 \ubc00\ub3c4\uac00 8-10kW\uc5d0\uc11c 15-20kW\ub85c \uc99d\uac00\ud558\uace0, AI \ud074\ub7ec\uc2a4\ud130\uac00 \ub799\ub2f9 100kW\ub97c \ucd08\uacfc\ud568\uc5d0 \ub530\ub77c \uc804\ub825 \ud6a8\uc728\uc801\uc778 \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8\uac00 \uc120\ud638\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub294 \uacb0\uc815\uc801\uc778 \uc11c\ube0c \ub9c8\uc774\ud06c\ub85c\ucd08 \uc9c0\uc5f0 \uc2dc\uac04\uc774 \uc911\uc694\ud55c \ub799 \ub0b4\ubd80 \ubc0f \ub2e8\uac70\ub9ac \ub799 \uac04 \uc5f0\uacb0\uc5d0 \uad6c\ub9ac \ucf00\uc774\ube14\uc744 \uc9c0\uc815\ud569\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \ud55c \uc2dc\uc124\uc740 2,100\ud1a4 \uc774\uc0c1\uc758 \uad6c\ub9ac\ub97c \uc18c\ube44\ud558\uba70, AI \ucd94\ub860\uc774 \ubcf4\ud3b8\ud654\ub428\uc5d0 \ub530\ub77c \uc608\uc0c1 \uc218\uc694\ub294 \ub354\uc6b1 \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \ucf54\ub85c\ucf00\uc774\uc158 \uc6b4\uc601\uc790\ub4e4\ub3c4 \uad11 \ud2b8\ub79c\uc2dc\ubc84\uc758 \ud3ec\ud2b8\ub2f9 2-5W \uc804\ub825 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc81c\uac70\ud558\uc5ec \uc9c1\uc811\uc801\uc778 \uc5d0\ub108\uc9c0 \uc808\uac10 \ud6a8\uacfc\ub97c \uc5bb\uc744 \uc218 \uc788\uae30 \ub54c\ubb38\uc5d0 \uc720\uc0ac\ud55c \uacbd\ub85c\ub97c \ub530\ub985\ub2c8\ub2e4. \uc0ac\uc804 \uc5f0\uacb0\ub41c \uc5b4\uc148\ube14\ub9ac\ub294 \uc124\uce58 \uc2dc\uac04\uc744 \ucd5c\ub300 80% \ub2e8\ucd95\ud558\uc5ec \uc0c8\ub85c\uc6b4 \uc6a9\ub7c9 \ubc30\ud3ec \uae30\uac04\uc744 \uc904\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc740 \uad11\uc12c\uc720\uac00 \uac74\ubb3c \uac04 \ub9c1\ud06c\ub97c \ub300\uccb4\ud558\ub354\ub77c\ub3c4 \uad6c\ub9ac\uac00 \ub2e8\uac70\ub9ac \uae30\ubcf8 \uc5f0\uacb0\ub85c \uc720\uc9c0\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud568\uc73c\ub85c\uc368 DAC \uc2dc\uc7a5\uc744 \uc131\uc7a5\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>*   400GbE\/800GbE \uc2a4\uc704\uce58 \uc5c5\uadf8\ub808\uc774\ub4dc \uac00\uc18d\ud654 (\uace0\uc18d DAC \uc218\uc694 \uacac\uc778)<br \/>\n    AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\ub294 \ubaa8\ub4e0 \uc2a4\uc704\uce58 \ud3ec\ud2b8\ub97c 400GbE \ubc0f 800GbE\ub85c \ubc00\uc5b4\ubd99\uc774\ub294 \uad11\ubc94\uc704\ud558\uace0 \ub17c\ube14\ub85c\ud0b9(non-blocking) \ud328\ube0c\ub9ad\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uc774\ub354\ub137 \uae30\uc220 \ucee8\uc18c\uc2dc\uc5c4\uc740 8\uac1c\uc758 106Gb\/s \ub808\uc778\uc744 \ub2e4\uc911\ud654\ud558\ub294 800GbE \uc0ac\uc591\uc744 \ube44\uc900\ud558\uc5ec \ucf00\uc774\ube14 \uc81c\uc870\uc5c5\uccb4\uac00 \uc800-\uc2a4\ud050(low-skew) \ud2b8\uc708-\uc561\uc2a4(twin-ax) \uc124\uacc4\uc5d0 \ud22c\uc790\ud558\ub3c4\ub85d \uac15\uc81c\ud569\ub2c8\ub2e4. \uc544\ub9ac\uc2a4\ud0c0(Arista)\ub294 AI \ub124\ud2b8\uc6cc\ud0b9\uc744 \uc9c0\ubc30\uc801\uc778 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uaf3d\uc73c\uba70 2024 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 70\uc5b5 \ub2ec\ub7ec\uc758 \ub9e4\ucd9c\uc744 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544(NVIDIA)\ub294 \uc2a4\ud399\ud2b8\ub7fc-X(Spectrum-X) \uc2a4\uc704\uce58\uac00 2026\ub144\uc5d0 \ucd9c\uc2dc\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uc9c0\ub9cc, \uad11\ud559 \uc7a5\uce58\uc758 \uc804\ub825 \uc190\uc2e4\uc774 \uc5ec\uc804\ud788 \uc911\uc694\ud55c 10m \ubbf8\ub9cc \ub9c1\ud06c\uc5d0\uc11c\ub294 \uad6c\ub9ac\uc640 \uacf5\uc874\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 DAC \uc2dc\uc7a5\uc744 \uc131\uc7a5\uc2dc\ud0a4\ub294 400G \ubc0f 800G DAC \uc81c\ud488\uc5d0 \ub300\ud55c \uc218\uc694 \ud30c\uc774\ud504\ub77c\uc778\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ud1b5\uc2e0\uc0ac 5G RU-DU \ud504\ub860\ud2b8\ud640 (\ube44\uc6a9 \ucd5c\uc801\ud654\ub41c 25Gbps DAC \ub9c1\ud06c \uc120\ud638)<br \/>\n    \uc911\uc559 \uc9d1\uc911\uc2dd RAN \uc544\ud0a4\ud14d\ucc98\ub294 \uacb0\uc815\uc801\uc778 RU-DU \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. CPRI \uac00\uc774\ub4dc\ub77c\uc778\uc740 \ud504\ub860\ud2b8\ud640 \ub9c1\ud06c \uc608\uc0b0\uc744 \uc81c\ud55c\ud558\uc5ec \uc218\ub3d9\ud615 \uad6c\ub9ac\uac00 \ucd5c\ub300 30m\uae4c\uc9c0 \uc2e4\ud604 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc5d0\ub9ad\uc2a8(Ericsson)\uc758 \ud504\ub860\ud2b8\ud640 6000 \ud50c\ub7ab\ud3fc\uc740 25G \uad6c\ub9ac \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc218\uc6a9\ud558\uc5ec \ubaa8\ubc14\uc77c \uc6b4\uc601\uc790\uac00 \ud63c\uc7a1\ud55c \uac70\ub9ac\uc5d0\uc11c \uad11\uc12c\uc720 \uad6c\ucd95\uc744 \ud53c\ud560 \uc218 \uc788\ub3c4\ub85d \ub3d5\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc81c\uacf1\ud0ac\ub85c\ubbf8\ud130\ub2f9 300\uac1c \uc774\uc0c1\uc758 \uc18c\ud615 \uc140\uc744 \uac00\uc9c4 \ubc00\uc9d1\ub41c \ub3c4\uc2dc 5G \ub124\ud2b8\uc6cc\ud06c\ub294 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 DAC \uc5b4\uc148\ube14\ub9ac\uc5d0 \ub300\ud55c \uc0c1\ub2f9\ud55c \uc7a0\uc7ac \uc2dc\uc7a5\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uc5e3\uc9c0 AI \ud074\ub7ec\uc2a4\ud130 (LLM \ucd94\ub860)\uc758 \uc800\uc9c0\uc5f0 \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694<br \/>\n    \uba54\ud2b8\ub85c \uc5e3\uc9c0(metro-edge) \uc0ac\uc774\ud2b8\uc758 \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\ub294 \uc11c\ube0c \ub9c8\uc774\ud06c\ub85c\ucd08 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc911\uc694\ud558\uac8c \uc5ec\uae41\ub2c8\ub2e4. \ub808\ube44\ud1a4(Leviton)\uc740 AI \uae30\ubc18 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694\uac00 \uc5f0\ud3c9\uade0 30% \uc131\uc7a5\ud55c\ub2e4\uace0 \uc5b8\uae09\ud558\uc9c0\ub9cc, \uad6c\ub9ac\uac00 \uc5c4\uaca9\ud55c \uc804\ub825 \uc608\uc0b0\uc5d0\uc11c \uc5ec\uc804\ud788 \uc774\uc810\uc744 \uc720\uc9c0\ud55c\ub2e4\uace0 \uc778\uc815\ud569\ub2c8\ub2e4. \ub9c8\ubca8(Marvell)\uc758 \ub2a5\ub3d9\ud615 \uc804\uae30 \ucf00\uc774\ube14(Active Electrical Cable)\uc740 DSP(Digital Signal Processing)\ub97c \ud1b5\ud569\ud558\uc5ec \uad6c\ub9ac \ub3c4\ub2ec \uac70\ub9ac\ub97c \ub808\uc778\ub2f9 112Gb\/s \uc18d\ub3c4\uc5d0\uc11c 5m \uc774\uc0c1\uc73c\ub85c \ud655\uc7a5\ud569\ub2c8\ub2e4. TE \ucee4\ub125\ud2f0\ube44\ud2f0(TE Connectivity)\ub294 \uba87 \ub144 \ub0b4\uc5d0 224Gb\/s \ub9c1\ud06c\ub97c \uc608\uc0c1\ud558\uba70, \uc5e3\uc9c0 \ubc30\ud3ec\ub97c \uc704\ud55c \uad6c\ub9ac\uc758 \uad00\ub828\uc131\uc744 \uc720\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p># 3. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (\uc138\ubd84\ud654 \ubd84\uc11d)<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2025\ub144 \ub370\uc774\ud130 \uc13c\ud130\uac00 DAC \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 70.90%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5e3\uc9c0 \ub370\uc774\ud130 \uc13c\ud130\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 36.90% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud488 \uc720\ud615\ubcc4: 2025\ub144 \uc218\ub3d9\ud615 \uad6c\ub9ac \ucf00\uc774\ube14(Passive Direct Attach Copper, PDAC)\uc774 DAC \uc2dc\uc7a5 \uaddc\ubaa8\uc758 63.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub2a5\ub3d9\ud615 \uc194\ub8e8\uc158(Active Direct Attach Copper, ADAC)\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 39.15%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud3fc \ud329\ud130\ubcc4: 2025\ub144 QSFP28\uc774 37.30%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ub2ec\ub838\uc73c\uba70, QSFP-DD\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 35.62%\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09\ubcc4: 2025\ub144 40.1\u2013100Gbps\uac00 DAC \uc2dc\uc7a5 \uaddc\ubaa8\uc758 42.40%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 100Gbps \uc774\uc0c1 \ub4f1\uae09\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\uac04 34.90% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \ubd81\ubbf8\uac00 37.80%\uc758 \ub9e4\ucd9c\uc744 \uae30\uc5ec\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 34.95%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># 4. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc81c\uacf5\ub41c \uc6d0\ubb38\uc5d0\ub294 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc5d0 \ub300\ud55c \ud45c\uac00 \uc5b8\uae09\ub418\uc5b4 \uc788\uc73c\ub098, \uad6c\uccb4\uc801\uc778 \ub0b4\uc6a9\uc774 \uba85\uc2dc\ub418\uc5b4 \uc788\uc9c0 \uc54a\uc544 \uc0c1\uc138\ud55c \uc694\uc57d\uc740 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, \uad6c\ub9ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uacfc \uad11 \ubaa8\ub4c8 \uac00\uaca9 \ud558\ub77d\uc774 \ub2e8\uae30\uc801\uc778 \uc2dc\uc7a5 \uc5f4\uae30\ub97c \uc2dd\ud790 \uc218 \uc788\ub294 \uc694\uc778\uc73c\ub85c \uc5b8\uae09\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uacb0\ub860<\/p>\n<p>\uc885\ud569\uc801\uc73c\ub85c \ubcfc \ub54c, \ub2e4\uc774\ub809\ud2b8 \uc5b4\ud0dc\uce58 \ucf00\uc774\ube14 \uc2dc\uc7a5\uc740 \ub370\uc774\ud130 \uc13c\ud130\uc758 \uace0\ubc00\ub3c4\ud654, \uace0\uc18d \ub124\ud2b8\uc6cc\ud0b9\uc73c\ub85c\uc758 \uc804\ud658, 5G \ubc0f \uc5e3\uc9c0 AI\uc640 \uac19\uc740 \uc2e0\ud765 \uae30\uc220\uc758 \ud655\uc0b0\uc5d0 \ud798\uc785\uc5b4 \ud5a5\ud6c4 \uba87 \ub144\uac04 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ube60\ub978 \uc131\uc7a5\uc774 \uc8fc\ubaa9\ub418\uba70, \uae30\uc220 \ubc1c\uc804\uc774 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud560 \uac83\uc785\ub2c8\ub2e4. \ub2a5\ub3d9\ud615 DAC\uc758 DSP \ud1b5\ud569\uacfc \uac19\uc740 \ud601\uc2e0\uc740 \uad6c\ub9ac \ucf00\uc774\ube14\uc758 \uc131\ub2a5 \ud55c\uacc4\ub97c \uadf9\ubcf5\ud558\uba70 \uc2dc\uc7a5\uc758 \uc9c0\uc18d\uc801\uc778 \ud655\uc7a5\uc744 \uc9c0\uc6d0\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub2e4\uc774\ub809\ud2b8 \uc5b4\ud0dc\uce58 \ucf00\uc774\ube14(DAC) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. DAC\ub294 \uc2a4\uc704\uce58, \ub77c\uc6b0\ud130, \uc11c\ubc84 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0\uc5d0 \uc9c1\uc811 \uc5f0\uacb0\ud558\uc5ec \uc57d 5\ubbf8\ud130 \uc774\ub0b4\uc758 \uace0\uc18d \ub9c1\ud06c\ub97c \uc81c\uacf5\ud558\ub294 \ud1b5\ud569 \ud2b8\ub79c\uc2dc\ubc84\uac00 \uc7a5\ucc29\ub41c \uad6c\ub9ac \ud2b8\uc708\uc561\uc2a4 \uc5b4\uc148\ube14\ub9ac\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc774\ub294 10Gbps\uc5d0\uc11c 400Gbps\uc5d0 \uc774\ub974\ub294 \uc774\ub354\ub137 \ub610\ub294 \uc778\ud53c\ub2c8\ubc34\ub4dc \ud2b8\ub798\ud53d\uc744 \uc9c0\uc6d0\ud558\ub294 \uc218\ub3d9\ud615(PDAC) \ubc0f \ub2a5\ub3d9\ud615(ADAC) \uad6c\ub9ac \ubcc0\ud615\uc744 \ubaa8\ub450 \ud3ec\ud568\ud558\uba70, \uad11\uc12c\uc720 \uae30\ubc18 \ub2a5\ub3d9 \uad11\ucf00\uc774\ube14(AOC) \ubc0f \uc77c\ubc18 \uad6c\uc870\ud654 \ucf00\uc774\ube14\ub9c1 \uc81c\ud488\uc740 \ubd84\uc11d \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\nDAC \uc2dc\uc7a5\uc740 2026\ub144 \uae30\uc900 170.7\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc774\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 34.66%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uc5ec 756.6\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ub300\uaddc\ubaa8 \ub370\uc774\ud130 \uc13c\ud130\uac00 2025\ub144 \ub9e4\ucd9c\uc758 70.90%\ub97c \ucc28\uc9c0\ud558\uba70, AI \ud074\ub7ec\uc2a4\ud130 \ubc30\uce58\uac00 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2a5\ub3d9\ud615 DAC(ADAC)\ub294 \ub808\uc778\ub2f9 112Gb\/s\uc758 \ud655\uc7a5\ub41c \ub3c4\ub2ec \uac70\ub9ac\ub97c \uc704\ud574 DSP\ub97c \ud1b5\ud569\ud558\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\uac04 39.15% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc5b4 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc911\uad6d\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uacfc \uc77c\ubcf8\uc758 5G \ud655\uc0b0\uc5d0 \ud798\uc785\uc5b4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc5f0\ud3c9\uade0 34.95%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\nDAC \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \ubd80\ubb38\uc758 \ud074\ub77c\uc6b0\ub4dc \uaddc\ubaa8 \ub370\uc774\ud130 \uc13c\ud130 \uad6c\ucd95 \ud655\ub300.<br \/>\n*   400GbE\/800GbE \uc2a4\uc704\uce58 \uc5c5\uadf8\ub808\uc774\ub4dc \uac00\uc18d\ud654\uc5d0 \ub530\ub978 \uace0\uc18d DAC \uc218\uc694 \uc99d\uac00.<br \/>\n*   \ud1b5\uc2e0\uc0ac 5G RU-DU \ud504\ub860\ud2b8\ud640\uc5d0\uc11c \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 25Gbps DAC \ub9c1\ud06c \uc120\ud638.<br \/>\n*   \uc5e3\uc9c0 AI \ud074\ub7ec\uc2a4\ud130(LLM \ucd94\ub860)\uc5d0\uc11c \uc694\uad6c\ub418\ub294 \uc800\uc9c0\uc5f0 \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8.<br \/>\n*   \ubbf8\uad6d CHIPS Act\uc5d0 \ub530\ub978 \uad6d\ub0b4 \uad6c\ub9ac \uc5b4\uc148\ube14\ub9ac \uc81c\uc870\uc5d0 \ub300\ud55c \uc138\uae08 \uc778\uc13c\ud2f0\ube0c.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   \uc11c\ubc84 \ub799 \uc804\ub825 \uc81c\ud55c(25kW \ubbf8\ub9cc)\uc73c\ub85c \uc778\ud55c \ub450\uaebc\uc6b4 \uac8c\uc774\uc9c0 DAC \ucc44\ud0dd \uc81c\uc57d.<br \/>\n*   QSFP-DD800 \uad11 \ubaa8\ub4c8\uc758 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP) \ud558\ub77d \uc18d\ub3c4\uac00 \uad6c\ub9ac\ubcf4\ub2e4 \ube68\ub77c \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uaca9\ucc28 \ucd95\uc18c.<br \/>\n*   EU RoHS \uc9c0\uce68\uc758 \ub0a9 \uba74\uc81c \uaddc\uc815 \uac15\ud654\ub85c \uad6c\ub9ac \uc5b4\uc148\ube14\ub9ac\uc758 \uaddc\uc815 \uc900\uc218 \ube44\uc6a9 \uc99d\uac00. (\ub2e8, 10m \ubbf8\ub9cc \ub9c1\ud06c\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \uc218\ub3d9\ud615 DAC\uac00 \uc9c0\uc5f0 \uc2dc\uac04 \ubc0f \uc804\ub825 \ud6a8\uc728\uc131 \uce21\uba74\uc5d0\uc11c \uc720\ub9ac\ud569\ub2c8\ub2e4.)<\/p>\n<p>\uc138\ubd84\ud654 \ubc0f \ubd84\uc11d \ubc94\uc704:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\uc218\ub3d9\ud615 DAC, \ub2a5\ub3d9\ud615 DAC), \ud3fc \ud329\ud130(SFP\/SFP+, QSFP+, QSFP-DD\/QSFP112 \ub4f1), \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4(10Gbps \uc774\ud558, 10.1-25Gbps, 100Gbps \ucd08\uacfc \ub4f1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc601\uc5ed(\ub370\uc774\ud130 \uc13c\ud130, \ud1b5\uc2e0, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \uc18c\ube44\uc790 \uac00\uc804, \uc0b0\uc5c5 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\ub9ac\uc801 \uc704\uce58(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860 \ubc0f \uc2e0\ub8b0\uc131:<br \/>\nMordor Intelligence\ub294 DAC \uc124\uacc4 \uc5d4\uc9c0\ub2c8\uc5b4, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uc5e3\uc9c0 \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc870\ub2ec \ucc45\uc784\uc790, \uc9c0\uc5ed \uc720\ud1b5\uc5c5\uccb4 \ub4f1\uacfc\uc758 \uc2ec\uce35\uc801\uc778 1\ucc28 \uc5f0\uad6c\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud569\ub2c8\ub2e4. \ub610\ud55c IEEE 802.3, ITU-T, Uptime Institute, \ubbf8\uad6d \uad6d\uc81c\ubb34\uc5ed\uc704\uc6d0\ud68c(USITC) \ub4f1\uc758 \uacf5\uac1c \ub370\uc774\ud130\uc640 \uae30\uc5c5 \uacf5\uc2dc \uc790\ub8cc\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \ubcd1\ud589\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uc11c\ubc84-\uc2a4\uc704\uce58 \ud3ec\ud2b8 \uc218, \uc18d\ub3c4 \uacc4\uce35, \ucf00\uc774\ube14 \uae38\uc774, \ub799 \ubc00\ub3c4, \ud074\ub77c\uc6b0\ub4dc CAPEX \uacc4\ud68d \ub4f1 \ub2e4\uc591\ud55c \ubcc0\uc218\ub97c \uace0\ub824\ud55c \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d\uc744 \ud1b5\ud574 \ub3c4\ucd9c\ub418\uba70, \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8 \ubc0f \uc815\uae30\uc801\uc778 \uac80\uc99d \uacfc\uc815\uc744 \uac70\uccd0 \ub370\uc774\ud130\uc758 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\ubcf4\uace0\uc11c\ub294 Amphenol Corp., Molex, TE Connectivity, Volex plc, Luxshare-ICT, NVIDIA (Mellanox), Cisco Systems \ub4f1 \uc8fc\uc694 20\uc5ec \uac1c \uc774\uc0c1\uc758 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud558\uc5ec \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\nDAC \uc2dc\uc7a5\uc740 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \uc778\ud504\ub77c \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 \uac15\ub825\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc73c\ub098, \uc804\ub825 \uc81c\ud55c \ubc0f \uad11 \ubaa8\ub4c8 \uac00\uaca9 \uacbd\uc7c1 \uc2ec\ud654\uc640 \uac19\uc740 \ub3c4\uc804 \uacfc\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc800\uc9c0\uc5f0 \ubc0f \ube44\uc6a9 \ud6a8\uc728\uc131 \uce21\uba74\uc5d0\uc11c \uad6c\ub9ac \uc778\ud130\ucee4\ub125\ud2b8\uc758 \uc911\uc694\uc131\uc740 \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\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-42859","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\/42859"}],"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=42859"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/42859\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=42859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=42859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=42859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}