{"id":42871,"date":"2026-02-14T10:14:53","date_gmt":"2026-02-14T10:14:53","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/silicon-carbide-power-semiconductor-market-mordor\/"},"modified":"2026-10-02T11:06:08","modified_gmt":"2026-10-02T02:06:08","slug":"silicon-carbide-power-semiconductor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/silicon-carbide-power-semiconductor-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026 &#8211; 2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/silicon-carbide-power-semiconductor-market_1594710770491_evlogo.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\/silicon-carbide-power-semiconductor-market-size-image-1770826221816.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 EV \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ud6a8\uc728\uc131 \uc758\ubb34\ud654<\/li>\n<li class=\"toc-level-3\">4.2.2 \uae00\ub85c\ubc8c SiC \ud339 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 (150mm \ubc0f 200mm)<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c (\ubbf8\uad6d CHIPS, EU IPCEI)<\/li>\n<li class=\"toc-level-3\">4.2.4 \uace0\uc804\uc555 \uace0\uc18d \ucda9\uc804 \ub3c4\uc785 (>350 kW)<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc6e8\uc774\ud37c \ud655\ubcf4\ub97c \uc704\ud55c OEM \uc218\uc9c1 \ud1b5\ud569<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc8fc\ubaa9\ubc1b\uc9c0 \ubabb\ud558\ub294 \ubd80\ubd84: \ub370\uc774\ud130\uc13c\ud130 \uc804\uc6d0 \uc178\uc758 SiC \ucc44\ud0dd<\/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 SiC \uc6e8\uc774\ud37c \uacb0\ud568 \ubc00\ub3c4 \ubc0f \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud328\ud0a4\uc9d5 \uc5f4 \uc8fc\uae30 \uc2e0\ub8b0\uc131 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc218\uc18c \uc5d0\uce6d\ub85c\ub85c \uc778\ud55c \uac00\ub3d9 \uc911\ub2e8 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc8fc\ubaa9\ubc1b\uc9c0 \ubabb\ud558\ub294 \ubd80\ubd84: 650V \ub178\ub4dc\uc5d0\uc11c \uacbd\uc7c1\ud558\ub294 FZ \uc131\uc7a5 GaN<\/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 \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 \uc18c\ube44\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 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<li class=\"toc-level-3\">4.7.5 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/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 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 \uc138\ubd84\ud654\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc790\ub3d9\ucc28 (xEV, \ucda9\uc804 \uc778\ud504\ub77c)<\/li>\n<li class=\"toc-level-3\">5.1.2 IT \ubc0f \ud1b5\uc2e0 (5G, \uc11c\ubc84)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc804\ub825 (PV, \ud48d\ub825, UPS, ESS)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc0b0\uc5c5 (\ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c, \ub85c\ubd07 \uacf5\ud559)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc6b4\uc1a1 &#8211; \ucca0\ub3c4 \ubc0f \ud56d\uacf5<\/li>\n<li class=\"toc-level-3\">5.1.6 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 (\uc11d\uc720 \ubc0f \uac00\uc2a4, \uc758\ub8cc, R&amp;D)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\uce58 \uc720\ud615\ubcc4 \uc138\ubd84\ud654\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uac1c\ubcc4 MOSFET \/ JFET<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc804\ub825 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc1fc\ud2b8\ud0a4 \ub2e4\uc774\uc624\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.4 \ubca0\uc5b4 \ub2e4\uc774 \/ \ud30c\uc6b4\ub4dc\ub9ac \uc11c\ube44\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc804\uc555 \uc815\uaca9\ubcc4 \uc138\ubd84\ud654\n<ul>\n<li class=\"toc-level-3\">5.3.1 600 &#8211; 900 V<\/li>\n<li class=\"toc-level-3\">5.3.2 1.0 kV &#8211; 3.3 kV<\/li>\n<li class=\"toc-level-3\">5.3.3 &gt; 3.3 kV<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4 \uc138\ubd84\ud654\n<ul>\n<li class=\"toc-level-3\">5.4.1 4\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.4.2 6\uc778\uce58 (150 mm)<\/li>\n<li class=\"toc-level-3\">5.4.3 8\uc778\uce58 (200 mm \uc774\uc0c1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4 \uc138\ubd84\ud654\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc640\uc774\uc5b4 \ubcf8\ub529<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc18c\uacb0<\/li>\n<li class=\"toc-level-3\">5.5.3 \ud504\ub808\uc2a4\ud54f<\/li>\n<li class=\"toc-level-3\">5.5.4 \ud50c\ub9bd\uce69 \/ \uc784\ubca0\ub514\ub4dc \ub2e4\uc774<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4 \uc138\ubd84\ud654\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uae30\ud0c0 \uc544\uc2dc\uc544<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc774\uc2a4\ub77c\uc5d8<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-3\">5.6.6 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.6.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.6.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.6.3 \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(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \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 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.2 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.3 Wolfspeed Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 onsemi Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 ROHM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Semikron Danfoss GmbH &amp; Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.7 Mitsubishi Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 Fuji Electric Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Toshiba Electronic Devices &amp; Storage Corporation<\/li>\n<li class=\"toc-level-3\">6.4.10 Microchip Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Qorvo SiC (United Silicon Carbide)<\/li>\n<li class=\"toc-level-3\">6.4.12 GeneSiC Semiconductor Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Littelfuse Inc. (IXYS)<\/li>\n<li class=\"toc-level-3\">6.4.14 Navitas Semiconductor Corp.<\/li>\n<li class=\"toc-level-3\">6.4.15 Power Integrations Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Hitachi Energy Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 Global Power Technologies Group Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 StarPower Semiconductor Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 BYD Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 CRRC Times Electric Co., Ltd.<\/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>\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04 \ub3d9\uc548 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 2026\ub144 34.1\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 102.6\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 24.68%\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \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.<\/p>\n<p># 2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>\uc774\ub7ec\ud55c \uc131\uc7a5\uc740 SiC \uae30\uc220\uc758 \uad11\ub300\uc5ed\uac2d(wide-bandgap) \uc774\uc810, \uc989 \ub354 \ub192\uc740 \ud56d\ubcf5 \uc804\uc555, \ub0ae\uc740 \uc2a4\uc704\uce6d \uc190\uc2e4, \uc6b0\uc218\ud55c \uc5f4\uc804\ub3c4\uc728 \ub355\ubd84\uc785\ub2c8\ub2e4. \uc774\ub294 \uae30\uc874 \uc2e4\ub9ac\ucf58 \uc7a5\uce58\ub85c\ub294 \ub2ec\uc131\ud560 \uc218 \uc5c6\ub294 \uc131\ub2a5\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc804\uae30\ud654 \ubaa9\ud45c \uc758\ubb34\ud654, 350kW \uc774\uc0c1\uc758 \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c \ud655\uc0b0, 150mm \ubc0f 200mm \ud339\uc758 \uc815\ucc45 \uc9c0\uc6d0 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300\uac00 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 OEM\uc758 \uc218\uc9c1 \ud1b5\ud569, 8\uc778\uce58 \uc6e8\uc774\ud37c\ub85c\uc758 \uacf5\uaca9\uc801\uc778 \uc804\ud658, \ubbf8\uad6d CHIPS Act \ubc0f EU IPCEI \uae30\uae08\uacfc \uac19\uc740 \uc9c0\uc815\ud559\uc801 \uc778\uc13c\ud2f0\ube0c\ub294 \uad6d\ub0b4 \uc81c\uc870\ub85c \uc790\ubcf8\uc744 \uc720\ub3c4\ud558\uba70 \uacf5\uae09-\uc218\uc694 \uc5ed\ud559\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\ud568 \ubc00\ub3c4\uc640 \ud328\ud0a4\uc9c0 \uc218\uc900\uc758 \uc5f4 \ud55c\uacc4\uac00 \uc5ec\uc804\ud788 \ube44\uc6a9 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud558\uc9c0\ub9cc, EV \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc120\ubc18, \uace0\uc804\uc555 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubd84\uc57c\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub294 SiC \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uac00\ud30c\ub978 \uc131\uc7a5 \uada4\ub3c4\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825 \uc0c1\uc138 \ubd84\uc11d:<\/p>\n<p>*   EV \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ud6a8\uc728\uc131 \uc758\ubb34\ud654: \uc720\ub7fd\uc5f0\ud569(EU)\uacfc \uc911\uad6d\uc758 \uaddc\uc81c \uc555\ub825\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uad6c\ub3d9\uacc4 \ud6a8\uc728\uc744 \uadf9\ub300\ud654\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. SiC MOSFET \uae30\ubc18 800V \uc544\ud0a4\ud14d\ucc98\ub294 \uc2e4\ub9ac\ucf58 IGBT \uc194\ub8e8\uc158 \ub300\ube44 2~4%\uc758 \uc5d0\ub108\uc9c0 \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud558\uc5ec \ubc30\ud130\ub9ac \ud329 \uacbd\ub7c9\ud654 \ub610\ub294 \uc8fc\ud589 \uac70\ub9ac \uc5f0\uc7a5\uc73c\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569 \uc9d1\ud589\uc704\uc6d0\ud68c\uc758 2025-2030\ub144 \ucc28\ub7c9 CO\u2082 \ubc30\ucd9c\ub7c9 \uc81c\ud55c\uc740 SiC\ub97c \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0\uc11c \uc8fc\ub958\ub85c \uaca9\uc0c1\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, BYD\uc758 \uba54\uac00\uc640\ud2b8\uae09 \ud50c\ub798\uc2dc \ucda9\uc804 \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 \ub0ae\uc740 \uc2a4\uc704\uce6d \uc190\uc2e4\uc774 \ucda9\uc804\uc18c \uc218\uc900\uc758 CAPEX\ub97c \uc5b4\ub5bb\uac8c \uc808\uac10\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uc7a5\uae30 \uc6e8\uc774\ud37c \uc870\ub2ec \uacc4\uc57d\uc740 OEM\ub4e4\uc774 SiC \uc811\uadfc\uc744 \uc804\ub7b5\uc801\uc73c\ub85c \uac04\uc8fc\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uc774\ub294 \ubb3c\ub7c9 \uae30\ubc18\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \ud1b5\ud574 SiC \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uae00\ub85c\ubc8c SiC \ud339 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 (150mm \ubc0f 200mm): 150mm\uc5d0\uc11c 200mm \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uc740 \uc0dd\uc0b0\ub7c9\ub2f9 \ub2e4\uc774 \ucd9c\ub825\uc744 \uc57d 2.2\ubc30 \uc99d\uac00\uc2dc\ud0a4\uace0 \ub2e8\uc704 \ube44\uc6a9\uc744 \ucd5c\ub300 40%\uae4c\uc9c0 \uc808\uac10\ud569\ub2c8\ub2e4. \uc6b8\ud504\uc2a4\ud53c\ub4dc(Wolfspeed)\uc758 \ub274\uc695 \ubaa8\ud638\ud06c \ubc38\ub9ac \ud339\uacfc \uc778\ud53c\ub2c8\uc5b8(Infineon)\uc758 \ub9d0\ub808\uc774\uc2dc\uc544 \ucfe8\ub9bc 2 \ub77c\uc778\uc740 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud22c\uc790\uac00 \ud544\uc694\ud568\uc744 \ubcf4\uc5ec\uc8fc\uba70 \ub192\uc740 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \ub300\ub9cc \uad6d\ub9bd\uc751\uc6a9\uc5f0\uad6c\uc18c\ub294 \ucd5c\uadfc \ub098\ub178\ucd08 \ub808\uc774\uc800 \uc5f0\ub9c8 \uae30\uc220\uc744 \uc2dc\uc5f0\ud558\uc5ec \uc6e8\uc774\ud37c \ud30c\uc190\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc5ec 8\uc778\uce58 \uc6e8\uc774\ud37c \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ubcf8 \ud750\ub984\uc774 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0 \uc9d1\uc911\ub428\uc5d0 \ub530\ub77c, \uc11c\uad6c\uad8c \uc790\uae08 \uc9c0\uc6d0 \ud504\ub85c\uadf8\ub7a8\uc740 \uc9c0\uc5ed \uc758\uc874\ub3c4\ub97c \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uad11\ub300\uc5ed\uac2d \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c (\ubbf8\uad6d CHIPS Act, EU IPCEI): \ubbf8\uad6d CHIPS Act\ub294 \uad6d\ub0b4 SiC \uae30\ud310 \ubc0f \uc5d0\ud53c\ud0dd\uc2dc \ub77c\uc778\uc5d0 \ubcf4\uc870\uae08\uc744 \ud560\ub2f9\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc758 IPCEI \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uad11\ub300\uc5ed\uac2d \uac00\uce58 \uc0ac\uc2ac \uc804\ubc18\uc5d0 \uac78\uccd0 \ub2e4\uad6d\uc801 \ubcf4\uc870\uae08\uc744 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacc4\ud68d\uc740 8\uc778\uce58 \uc6e8\uc774\ud37c\ub85c\uc758 \uc0b0\uc5c5 \uc804\ud658\uacfc \ub3d9\uae30\ud654\ub418\uc5b4 \ud6c4\ubc1c \uc8fc\uc790\ub4e4\uc774 \uad6c\ud615 \uc7a5\ube44\ub97c \ub6f0\uc5b4\ub118\uc744 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uadf8 \ud6a8\uacfc\ub294 \uc544\uc2dc\uc544\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\ub294 \ubbfc\uac04 \uc790\ubcf8 \ud22c\uc790\uc640 \uc778\ub825 \uae30\uc220 \uc138\ud2b8\uc758 \ub3d9\uc6d0\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uc804\uc555 \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c \ud655\uc0b0 (>350kW): 400~500kW \ucda9\uc804\uae30\ub85c \uc804\ud658\ud558\ub294 \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 SiC\uac00 \ucee8\ubc84\ud130\uc758 \uc124\uce58 \uacf5\uac04\uacfc \ub0c9\uac01 \ubd80\ud558\ub97c \uc904\uc5ec CAPEX\uc640 OPEX\ub97c \ubaa8\ub450 \uc808\uac10\ud55c\ub2e4\ub294 \uac83\uc744 \ubc1c\uacac\ud569\ub2c8\ub2e4. \uc2e0\ub9ac \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Shinry Technologies)\uc640 \uc6b8\ud504\uc2a4\ud53c\ub4dc(Wolfspeed)\uc758 500kW \ubaa8\ub4c8 \ud611\ub825\uc740 \uad6d\uacbd\uc744 \ub118\ub294 \ud611\ub825\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ucda9\uc804\uc18c \ud65c\uc6a9\ub960\uc774 \uccb4\ub958 \uc2dc\uac04\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c0\uae30 \ub54c\ubb38\uc5d0 1%\uc758 \ud6a8\uc728\uc131 \ud5a5\uc0c1\ub3c4 \ud22c\uc790 \uc218\uc775\uc744 \ud06c\uac8c \uc99d\ub300\uc2dc\ucf1c \uc815\ub958 \ubc0f \uc804\ub825 \uacf5\uc720 \ub2e8\uacc4 \uc804\ubc18\uc5d0 \uac78\uccd0 SiC \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   OEM\uc758 \uc6e8\uc774\ud37c \ud655\ubcf4\ub97c \uc704\ud55c \uc218\uc9c1 \ud1b5\ud569: \uc790\ub3d9\ucc28 OEM\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \uc6e8\uc774\ud37c \uacf5\uae09\uc744 \ud655\ubcf4\ud558\ub824\ub294 \uc6c0\uc9c1\uc784\uc73c\ub85c, \uc774\ub294 SiC \uc2dc\uc7a5\uc758 \uc548\uc815\uc801\uc778 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc120\ubc18\uc5d0\uc11c\uc758 SiC \ucc44\ud0dd: \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc120\ubc18\uc5d0\uc11c\uc758 SiC \ucc44\ud0dd\uc740 \uc804\ub825 \ubcc0\ud658 \uc190\uc2e4\uc744 \uc904\uc5ec \ud6a8\uc728\uc131\uc744 \ub192\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uba70, \uc774\ub294 \ub2e8\uae30\uc801\uc778 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>SiC \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   SiC \uc6e8\uc774\ud37c \uacb0\ud568 \ubc00\ub3c4 \ubc0f \ub192\uc740 \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4: \uc2a4\ub808\ub529 \uc804\uc704(threading dislocations) \ubc0f \uae30\uc800\uba74 \uacb0\ud568(basal-plane defects)\uc740 \uc5ec\uc804\ud788 \uae30\uc874 \uc2e4\ub9ac\ucf58 \ub300\ube44 5~10\ubc30 \ub192\uc544 \uc218\uc728\uc744 \uc800\ud558\uc2dc\ud0a4\uace0 \ub2e4\uc774 \ube44\uc6a9\uc744 3~5\ubc30 \ub192\uc785\ub2c8\ub2e4. \uacb0\uc815 \uc131\uc7a5 \uae30\uc220 \uac1c\uc120\uc73c\ub85c \uaca9\ucc28\uac00 \uc904\uc5b4\ub4e4\uace0 \uc788\uc9c0\ub9cc, \uc77c\uc2dc\uc801\uc778 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uac00\uaca9\uc5d0 \ubbfc\uac10\ud55c \uc778\ubc84\ud130\uc5d0\uc11c\uc758 \ucc44\ud0dd\uc744 \uc9c0\uc5f0\uc2dc\ud0b5\ub2c8\ub2e4. 200mm \uc6e8\uc774\ud37c \uc804\ud658\uacfc \uad00\ub828\ub41c \uacf5\uc815 \ud559\uc2b5 \uace1\uc120\uc740 \ucc98\ub9ac\ub7c9 \uac1c\uc120\uc774 SiC \uc2dc\uc7a5\uc744 \uc2e4\ub9ac\ucf58 \uc218\uc900\uc73c\ub85c \uc774\ub04c\uae30 \uc804\uae4c\uc9c0 \uc77c\uc2dc\uc801\uc73c\ub85c \ube44\uc6a9 \uaca9\ucc28\ub97c \ud655\ub300\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5\uc758 \uc5f4 \uc0ac\uc774\ud074 \uc2e0\ub8b0\uc131 \ud55c\uacc4: SiC \ub2e4\uc774\uc640 \uc54c\ub8e8\ubbf8\ub284 \uc640\uc774\uc5b4 \ubcf8\ub4dc \uac04\uc758 \uc5f4\ud33d\ucc3d \uacc4\uc218 \ubd88\uc77c\uce58\ub294 \uae09\uaca9\ud55c \ubd80\ud558 \ubcc0\ub3d9 \uc2dc, \ud2b9\ud788 150\u00b0C \uc8fc\ubcc0 \ud658\uacbd\uc5d0\uc11c \ud53c\ub85c\ub97c \uc720\ubc1c\ud569\ub2c8\ub2e4. \ub85c\uc634(ROHM)\uc758 HSDIP20 4-in-1 \ubc0f 6-in-1 \ubaa8\ub4c8\uc740 \uc18c\uacb0 \uc740(sintered silver) \ubc0f \uade0\uc77c \uc555\ub825 \uc124\uacc4\ub97c \ucc44\ud0dd\ud558\uc5ec \uc804\ub825 \ubc00\ub3c4\ub97c 3\ubc30 \ub192\uc600\uc9c0\ub9cc, \uac80\uc99d \ud504\ub85c\ud1a0\ucf5c\uc740 \uae30\uc874 \ud328\ud0a4\uc9c0\ubcf4\ub2e4 \ub354 \uae38\uac8c \uc720\uc9c0\ub429\ub2c8\ub2e4.<br \/>\n*   \uc218\uc18c \uc5d0\uce6d\ub85c\uc758 \uac00\ub3d9 \uc911\ub2e8 \uc704\ud5d8: \uc8fc\ub85c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc81c\uc870 \uc13c\ud130\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   650V \ub178\ub4dc\uc5d0\uc11c \uacbd\uc7c1\ud558\ub294 FZ \uc131\uc7a5 GaN(\uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc): \uc8fc\ub85c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 650V \uc791\ub3d9\uc774 \ud544\uc694\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>4.1. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n2025\ub144 \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 SiC \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 61.45%\ub97c \ucc28\uc9c0\ud558\uba70 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uc218\ud589\ud588\uc2b5\ub2c8\ub2e4. 800V \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc804\ud658\ud558\ub294 EV \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ud6a8\uc728\uc131 \ubc0f \ucda9\uc804 \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 SiC\ub97c \uae30\ubcf8 \uc0ac\uc591\uc73c\ub85c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c\ub294 2024\ub144 \uae30\uc900 \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc, 2031\ub144\uae4c\uc9c0 26.25%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ud558\uc704 \ubd80\ubb38\uc785\ub2c8\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc758 \uad00\uc2ec \uc99d\uac00\ub85c IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc740 \ub450 \ubc88\uc9f8\ub85c \ud070 \uad6c\ub9e4\uc790 \ud480\uc744 \ud615\uc131\ud558\uba70, \uc11c\ubc84 \uc804\ub825 \uc120\ubc18\uc5d0\uc11c SiC\ub97c \uc0ac\uc6a9\ud558\uc5ec \ubcc0\ud658 \uc190\uc2e4\uc744 \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ucee8\ubc84\ud130 \ubc0f \uc0b0\uc5c5\uc6a9 \ubaa8\uc158 \ub4dc\ub77c\uc774\ube0c\ub294 \uc8fc\ud30c\uc218 \uc2a4\uc704\uce6d \uc774\uc810\uc744 \uc704\ud574 SiC\ub97c \ucc44\ud0dd\ud558\uc5ec \uc790\uc131 \ubd80\ud488\uc744 \uc18c\ud615\ud654\ud558\uba70, \ucca0\ub3c4 \ubc0f e-\ud56d\uacf5 \ud50c\ub7ab\ud3fc\uc740 \uace0\uc628 \ub0b4\uad6c\uc131\uc744 \ud0d0\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc628\uc138\ubbf8(Onsemi)\uc758 1.15\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 JFET \uc778\uc218\ub294 AI \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc6cc\ud06c\ub85c\ub4dc\ub85c \uc218\uc775\uc6d0\uc744 \ub2e4\uac01\ud654\ud558\ub824\ub294 \uc804\ub7b5\uc801 \ud22c\uc790\ub97c \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>4.2. \uc7a5\uce58 \uc720\ud615\ubcc4:<br \/>\n\uac1c\ubcc4 MOSFET \ubc0f JFET\ub294 2025\ub144 43.35%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc124\uacc4 \uc720\uc5f0\uc131\uacfc \ube44\uc6a9 \ucd5c\uc801\ud654\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc5d0\uac8c \uc120\ud638\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc804\ub825 \ubaa8\ub4c8\uc740 2031\ub144\uae4c\uc9c0 10.05%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uba70, \ud1b5\ud569\uc5c5\uccb4\ub4e4\uc774 \uc5f4 \uacbd\ub85c\ub97c \uac04\uc18c\ud654\ud558\uace0 \uac80\uc99d \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\ub294 \ub2e8\uc77c \ud328\ud0a4\uc9c0 \uc194\ub8e8\uc158\uc73c\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c \uac1c\ubcc4 \uc7a5\uce58\ub97c \uc810\ucc28 \ub300\uccb4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc1fc\ud2b8\ud0a4 \ub2e4\uc774\uc624\ub4dc\ub294 \uace0\uc8fc\ud30c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \ube60\ub978 \uc2a4\uc704\uce6d \uc18d\ub3c4\uc640 \ub0ae\uc740 \uc21c\ubc29\ud5a5 \uc804\uc555 \uac15\ud558\ub85c \uc778\ud574 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud558\uba70, \ud2b9\ud788 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58 \ubc0f \ud0dc\uc591\uad11 \uc778\ubc84\ud130\uc640 \uac19\uc740 \ubd84\uc57c\uc5d0\uc11c \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc7a5\uce58\ub4e4\uc740 SiC \uae30\uc220\uc758 \ubc1c\uc804\uacfc \ud568\uaed8 \ub354\uc6b1 \uad11\ubc94\uc704\ud558\uac8c \ucc44\ud0dd\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758\uc640 \uac00\uc815\uc744 \ubc14\ud0d5\uc73c\ub85c \uc9c4\ud589\ub418\uc5c8\uc73c\uba70, SiC\uc758 \ub2e4\uc591\ud55c \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \uc801\uc6a9, \uc9c0\uc5ed\ubcc4 \uae30\ud68c\uc640 \ub3c4\uc804 \uacfc\uc81c, \uadf8\ub9ac\uace0 COVID-19\uac00 \uc2dc\uc7a5\uc5d0 \ubbf8\uce5c \uc601\ud5a5\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\nSiC \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2026\ub144 34.1\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 102.6\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 24.68%\uc758 \ub192\uc740 \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc804\uae30\ucc28(EV) \ud2b8\ub799\uc158 \uc778\ubc84\ud130\uc758 \ud6a8\uc728\uc131 \uc758\ubb34\ud654, 150mm \ubc0f 200mm \uc6e8\uc774\ud37c\ub97c \uc911\uc2ec\uc73c\ub85c \ud55c \uae00\ub85c\ubc8c SiC \ud339 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \ubbf8\uad6d CHIPS Act \ubc0f EU IPCEI\uc640 \uac19\uc740 \uad11\ub300\uc5ed \uac2d(WBG) \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c, 350kW \uc774\uc0c1\uc758 \uace0\uc804\uc555 \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c \ud655\uc0b0, \uc6e8\uc774\ud37c \ud655\ubcf4\ub97c \uc704\ud55c OEM\uc758 \uc218\uc9c1 \ud1b5\ud569, \uadf8\ub9ac\uace0 \ub370\uc774\ud130 \uc13c\ud130 \uc804\ub825 \uc120\ubc18\uc5d0\uc11c\uc758 SiC \ucc44\ud0dd \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 200mm \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uc740 \uae30\ud310\ub2f9 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 2.2\ubc30 \uc99d\uac00\uc2dc\ud0a4\uace0 \ub2e8\uc704\ub2f9 \ube44\uc6a9\uc744 \ucd5c\ub300 40% \uc808\uac10\ud558\uc5ec SiC\uc758 \ub300\uc911\ud654\ub97c \uac00\uc18d\ud654\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, SiC \uc6e8\uc774\ud37c\uc758 \ub192\uc740 \uacb0\ud568 \ubc00\ub3c4\uc640 \ud504\ub9ac\ubbf8\uc5c4 \ube44\uc6a9, \ud328\ud0a4\uc9d5\uc758 \uc5f4 \uc8fc\uae30 \uc2e0\ub8b0\uc131 \ud55c\uacc4, \uc218\uc18c \uc5d0\uce6d\ub85c\uc758 \uac00\ub3d9 \uc911\ub2e8 \uc704\ud5d8, \uadf8\ub9ac\uace0 650V \ub178\ub4dc\uc5d0\uc11c FZ(Float Zone) \uc131\uc7a5 GaN(\uc9c8\ud654\uac08\ub968)\uacfc\uc758 \uacbd\uc7c1 \uc2ec\ud654\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc138\ubd84\ud654 \ubd84\uc11d:<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 61.45%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, 800V \ud2b8\ub799\uc158 \uc778\ubc84\ud130\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 IT \ubc0f \ud1b5\uc2e0(5G, \uc11c\ubc84), \uc804\ub825(PV, \ud48d\ub825, UPS, ESS), \uc0b0\uc5c5(\ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c, \ub85c\ubd07), \uc6b4\uc1a1(\ucca0\ub3c4, \ud56d\uacf5), \uae30\ud0c0(\uc11d\uc720 \ubc0f \uac00\uc2a4, \uc758\ub8cc, R&#038;D) \ubd80\ubb38\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<br \/>\n*   \ub514\ubc14\uc774\uc2a4 \uc720\ud615: \uac1c\ubcc4 MOSFET\/JFET, \uc804\ub825 \ubaa8\ub4c8, \uc1fc\ud2b8\ud0a4 \ub2e4\uc774\uc624\ub4dc, \ubca0\uc5b4 \ub2e4\uc774\/\ud30c\uc6b4\ub4dc\ub9ac \uc11c\ube44\uc2a4\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4.<br \/>\n*   \uc804\uc555 \ub4f1\uae09: 600-900V, 1.0kV-3.3kV, 3.3kV \ucd08\uacfc\ub85c \ub098\ub269\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30: 4\uc778\uce58, 6\uc778\uce58(150mm), 8\uc778\uce58(200mm \uc774\uc0c1)\ub85c \ubd84\ub958\ub418\uba70, 8\uc778\uce58 \uc6e8\uc774\ud37c\ub294 \uacbd\uc81c\uc131 \uce21\uba74\uc5d0\uc11c \uc911\uc694\uc131\uc774 \uac15\uc870\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uae30\uc220: \uc640\uc774\uc5b4 \ubcf8\ub529, \uc18c\uacb0, \ud504\ub808\uc2a4\ud54f, \ud50c\ub9bd\uce69\/\uc784\ubca0\ub514\ub4dc \ub2e4\uc774 \uae30\uc220\uc774 \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8 \uc9c0\uc5ed\uc740 CHIPS Act \uc778\uc13c\ud2f0\ube0c\uc640 EV \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \ubd80\ubb38\uc758 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 27.35%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8 \uc9c0\uc5ed\ub3c4 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc2dc\uc7a5\uc740 \ub9e4\uc6b0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uc778 Infineon Technologies AG, STMicroelectronics N.V., Wolfspeed Inc., onsemi Corporation, ROHM Co., Ltd.\uac00 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 90% \uc774\uc0c1\uc744 \uc810\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc790\ubcf8 \ubc0f \uc9c0\uc801 \uc7ac\uc0b0\uad8c \uc7a5\ubcbd\uc73c\ub85c \uc778\ud574 \uc2dc\uc7a5 \uc9c4\uc785\uc774 \uc5b4\ub835\ub2e4\ub294 \uac83\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc774\ub4e4 \uc8fc\uc694 \uae30\uc5c5\uc744 \ud3ec\ud568\ud55c 20\uac1c \uc774\uc0c1\uc758 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ub4f1\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\n\uc774 \ubcf4\uace0\uc11c\ub294 SiC \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \ud604\uc7ac \uac00\uce58, \ubbf8\ub798 \uc131\uc7a5 \uada4\uc801, \uc8fc\uc694 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uadf8\ub9ac\uace0 \ub2e4\uc591\ud55c \uc138\ubd84\ud654\uc5d0 \ub530\ub978 \uc2dc\uc7a5 \uc5ed\ud559\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud558\uc5ec, \uc774\ud574\uad00\uacc4\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ud544\uc694\ud55c \ud575\uc2ec \uc815\ubcf4\ub97c \uc81c\uacf5\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-42871","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\/42871"}],"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=42871"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/42871\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=42871"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=42871"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=42871"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}