{"id":43809,"date":"2026-02-14T19:55:57","date_gmt":"2026-02-14T19:55:57","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/high-end-copper-foil-market-mordor\/"},"modified":"2026-03-27T06:08:55","modified_gmt":"2026-03-26T21:08:55","slug":"high-end-copper-foil-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/high-end-copper-foil-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uace0\uae09 \ub3d9\ubc15 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/high-end-copper-foil-market-1767181310634-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\/high-end-copper-foil-market-size-image-1767616684257.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 \ucd08\ubc15\ud615 \uace0\uc21c\ub3c4 \ud3ec\uc77c\uc5d0 \ub300\ud55c EV \ubc30\ud130\ub9ac \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\uc8fc\ud30c PCB\ub97c \uc704\ud55c 5G \/ HPC \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc9c0\uc5ed\ubcc4 \uae30\uac00\ud329\ud1a0\ub9ac \ud604\uc9c0\ud654 \ubb3c\uacb0 (\ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc5f0\ud569)<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud3d0\uc1c4 \ub8e8\ud504 \ubc30\ud130\ub9ac \ub4f1\uae09 \ud3ec\uc77c \uc7ac\ud65c\uc6a9 \uc774\ub2c8\uc154\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 HF PCB \uae30\ud310\uc758 \uacf5\uae09 \ubd80\uc871\uc774 \ud504\ub9ac\ubbf8\uc5c4 \ud3ec\uc77c \uc218\uc694\ub97c \uacac\uc778<\/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 \uad6c\ub9ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \ub9c8\uc9c4 \uc555\ubc15<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc911\uad6d\uc758 \uacfc\uc789 \uc0dd\uc0b0\uc73c\ub85c \uc778\ud55c \ub9ac\ud2ac \ubc30\ud130\ub9ac \ud3ec\uc77c \uac00\uaca9 \uc804\uc7c1<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub098\ud2b8\ub968 \uc774\uc628 \uc804\ud658 (\uc54c\ub8e8\ubbf8\ub284 \uc9d1\uc804\uccb4)\uc774 \uad6c\ub9ac\ub97c \uc7a0\uc2dd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uc18c\ube44\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1\uc758 \uc815\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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc555\uc5f0 \ub3d9\ubc15<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc804\ud574 \ub3d9\ubc15 (ED)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud68c\ub85c \uae30\ud310<\/li>\n<li class=\"toc-level-3\">5.2.2 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud0dc\uc591\uad11 \ubc0f \ub300\uccb4 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.4 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc758\ub8cc<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/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\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \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 Chang Chun Petrochemical Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.2 Co-Tech Development Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Doosan Corporation Electro-Materials.<\/li>\n<li class=\"toc-level-3\">6.4.4 FUKUDA METAL FOIL &amp; POWDER CO., LTD.<\/li>\n<li class=\"toc-level-3\">6.4.5 Furukawa Electric Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.4.6 JX Advanced Metals Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Kingboard Holdings<\/li>\n<li class=\"toc-level-3\">6.4.8 Londian Wason (Shenzhen) Holdings Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Lotte Energy Materials<\/li>\n<li class=\"toc-level-3\">6.4.10 LS MTRON LTD.<\/li>\n<li class=\"toc-level-3\">6.4.11 Mitsui Kinzoku Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 NAN YA PLASTICS CORPORATION<\/li>\n<li class=\"toc-level-3\">6.4.13 Nuode New Materials Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.14 SKC<\/li>\n<li class=\"toc-level-3\">6.4.15 Solus Advanced Materials<\/li>\n<li class=\"toc-level-3\">6.4.16 Sumitomo Metal Mining Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 Targray Technology International<\/li>\n<li class=\"toc-level-3\">6.4.18 UACJ Foil Corporation<\/li>\n<li class=\"toc-level-3\">6.4.19 Wieland<\/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>\ud558\uc774\uc5d4\ub4dc \ub3d9\ubc15 \uc2dc\uc7a5\uc740 2026\ub144 11\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 15\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.38%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\uc555\uc5f0 \ub3d9\ubc15, \uc804\ud574 \ub3d9\ubc15), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud68c\ub85c \uae30\ud310, \ubc30\ud130\ub9ac, \ud0dc\uc591\uad11 \ubc0f \ub300\uccb4 \uc5d0\ub108\uc9c0, \uac00\uc804\uc81c\ud488, \uc758\ub8cc \ub4f1), \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc694\uc57d<\/p>\n<p>\uc5f0\uad6c \uae30\uac04\uc740 2021\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc774\uba70, 2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 11\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec, 2031\ub144\uc5d0\ub294 15\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud488 \uc720\ud615\ubcc4: \uc555\uc5f0 \ub3d9\ubc15\uc774 2025\ub144 \ub9e4\ucd9c\uc758 59.67%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uace0, \uc804\ud574 \ub3d9\ubc15\uc740 2031\ub144\uae4c\uc9c0 8.44%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud68c\ub85c \uae30\ud310\uc774 2025\ub144 \ub9e4\ucd9c\uc758 56.02%\ub97c \uc810\uc720\ud588\uc73c\uba70, \ubc30\ud130\ub9ac \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 14.18%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 69.60%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 6.72%\ub85c \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825:<br \/>\n1.  \ucd08\ubc15\ud615 \uace0\uc21c\ub3c4 \ub3d9\ubc15\uc5d0 \ub300\ud55c EV \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00 (+2.1% CAGR \uc601\ud5a5): \ub3d9\ubc15 \ub450\uaed8 2\u00b5m \uac10\uc18c\ub294 \uc911\ub7c9 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c 5-6% \ud5a5\uc0c1\uc2dc\ucf1c, OEM\ub4e4\uc774 6\u00b5m \ubc0f 4\u00b5m \uc591\uadf9 \uc9d1\uc804\uccb4\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2026\ub144 7\uc6d4\ubd80\ud130 \uc2dc\ud589\ub418\ub294 \uc911\uad6d\uc758 \uc0c8\ub85c\uc6b4 \uc21c\ub3c4 \uaddc\uc81c\ub294 \uace0\ud488\uc9c8 \ub3d9\ubc15 \uc2dc\uc7a5\uc5d0\uc11c \ud55c\uacc4 \uae30\uc5c5\ub4e4\uc744 \ud1f4\ucd9c\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc11c\uad6c \uae30\uac00\ud329\ud1a0\ub9ac\ub4e4\uc740 99.99% \uc21c\ub3c4\uc640 1% \ubbf8\ub9cc\uc758 \uc5f0\uc2e0\uc728 \ud3b8\ucc28\ub97c \uc694\uad6c\ud558\uba70 \uc77c\ubcf8 \ubc0f \ud55c\uad6d \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 6\u00b5m \ubbf8\ub9cc \uc99d\ucc29 \uae30\uc220\uc744 \ubcf4\uc720\ud55c \uae30\uc5c5\ub4e4\uc740 \ud45c\uc900 8\u00b5m \ub3d9\ubc15 \ub300\ube44 \ub192\uc740 \ud504\ub9ac\ubbf8\uc5c4(kg\ub2f9 22-28\ub2ec\ub7ec vs 15-18\ub2ec\ub7ec)\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uace0\uc8fc\ud30c PCB\ub97c \uc704\ud55c 5G\/HPC \ucd94\uc9c4 (+1.3% CAGR \uc601\ud5a5): 800G \ubc0f 1.6T \uc774\ub354\ub137\uc73c\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\ub294 \uc720\uc804\uc728 3.5 \ubbf8\ub9cc\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \ud45c\uba74 \uac70\uce60\uae30\uac00 0.4\u00b5m \ubbf8\ub9cc\uc778 \ucd08\uc800 \ud504\ub85c\ud30c\uc77c \uc555\uc5f0 \ub3d9\ubc15 \uc0ac\uc6a9\uc744 \uac15\uc81c\ud569\ub2c8\ub2e4. AI \uac00\uc18d\uae30 \ubcf4\ub4dc\ub294 \uc778\uce58\ub2f9 1dB\ub97c \ucd08\uacfc\ud558\ub294 \uc0bd\uc785 \uc190\uc2e4 \ubc1c\uc0dd \uc2dc \uacbd\uc7c1\ub825\uc744 \uc783\uae30 \ub54c\ubb38\uc5d0, \uad6c\ub9e4\uc790\ub4e4\uc740 1\ub144 \uc804\ubd80\ud130 \ub3d9\ubc15 \ud560\ub2f9\ub7c9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IPC-6018D \uc124\uacc4 \uaddc\uce59\uc740 \ubc00\ub9ac\ubbf8\ud130\ud30c(mmWave) \ubcf4\ub4dc\uc5d0 \uc555\uc5f0 \ub3d9\ubc15\uc744 \uba85\uc2dc\ud558\uba70, \uacc4\uc57d \uac00\uaca9 \ub300\ube44 15-20%\uc758 \ud604\ubb3c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1c\uc0dd\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \uc9c0\uc5ed\ubcc4 \uae30\uac00\ud329\ud1a0\ub9ac \ud604\uc9c0\ud654 \ubb3c\uacb0 (\ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc5f0\ud569) (+1.6% CAGR \uc601\ud5a5): \uc0bc\uc131 SDI\uc640 GM\uc758 \ubbf8\uad6d \uacf5\uc7a5, \ud3ed\uc2a4\ubc14\uac90\uc758 \uc628\ud0c0\ub9ac\uc624 \ud504\ub85c\uc81d\ud2b8, \ub178\uc2a4\ubcfc\ud2b8\uc758 \ub3c5\uc77c \uc2dc\uc124 \ub4f1\uc740 \ud604\uc9c0\ud654 \ucd94\uc138\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. 2025\ub144 \ubd81\ubbf8\uc758 \uc804\ud574 \ub3d9\ubc15 \uc0dd\uc0b0 \ub2a5\ub825\uc740 18,000\ud1a4\uc5d0 \ubd88\uacfc\ud558\uc5ec \uc544\uc2dc\uc544\ub85c\ubd80\ud130 12-15%\uc758 \ubb3c\ub958 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc9c0\ubd88\ud558\uba70 \uc218\uc785\uc5d0 \uc758\uc874\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ud55c\uad6d \ubc0f \uc77c\ubcf8 \uae30\uc5c5\ub4e4\uc740 \uba55\uc2dc\ucf54, \ud3f4\ub780\ub4dc, \ud5dd\uac00\ub9ac\uc5d0 \uc2e0\uaddc \uc0dd\uc0b0 \ub77c\uc778\uc744 \uad6c\ucd95\ud558\uc5ec \uc911\uad6d\uc73c\ub85c\ubd80\ud130\uc758 \ubc30\ud130\ub9ac \ub3d9\ubc15 \uc218\uc694 15-20%\ub97c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f EU\uc758 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(CRMA)\uc5d0 \ub530\ub978 \uad6d\ub0b4 \ucf58\ud150\uce20 \uc694\uac74\uc774 \uc774\ub7ec\ud55c \ubcc0\ud654\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n4.  \ud3d0\uc1c4 \ub8e8\ud504 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub3d9\ubc15 \uc7ac\ud65c\uc6a9 \uc774\ub2c8\uc154\ud2f0\ube0c (+0.7% CAGR \uc601\ud5a5): Redwood Materials\ub294 2025\ub144 100GWh\uc758 \uc7ac\ud65c\uc6a9 \ub2a5\ub825\uc744 \ub2ec\uc131\ud558\uc5ec 99.95% \uc21c\ub3c4\uc758 \uad6c\ub9ac\ub97c \ud68c\uc218\ud558\uace0, \uc2e0\uaddc \uae08\uc18d \ub300\ube44 20-25%\uc758 \ud22c\uc785 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. EU \ubc30\ud130\ub9ac \uaddc\uc815\uc740 2031\ub144\uae4c\uc9c0 12%\uc758 \uc7ac\ud65c\uc6a9 \uad6c\ub9ac \uc0ac\uc6a9\uacfc 2028\ub144\uae4c\uc9c0 85%\uc758 \uc218\uac70\uc728\uc744 \uc758\ubb34\ud654\ud558\uc5ec \uae30\uac00\ud329\ud1a0\ub9ac\ub4e4\uc774 \uc2a4\ud06c\ub7a9 \ud68c\uc218 \uc2dc\uc124\uc744 \uacf5\ub3d9 \ubc30\uce58\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n5.  HF PCB \uae30\ud310\uc758 \uacf5\uae09 \ubd80\uc871\uc774 \ud504\ub9ac\ubbf8\uc5c4 \ub3d9\ubc15 \uc218\uc694\ub97c \uacac\uc778 (+0.9% CAGR \uc601\ud5a5): \uace0\uc8fc\ud30c PCB \uae30\ud310\uc758 \ud0c0\uc774\ud2b8\ud55c \uacf5\uae09\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ub3d9\ubc15 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\ub294 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<br \/>\n1.  \uad6c\ub9ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \ub9c8\uc9c4 \uc555\ubc15 (-1.4% CAGR \uc601\ud5a5): 2025\ub144 10\uc6d4 \ub7f0\ub358 \uae08\uc18d \uac70\ub798\uc18c(LME) \ud604\ubb3c \uac00\uaca9\uc774 \ud1a4\ub2f9 11,200\ub2ec\ub7ec\ub85c \uc0c1\uc2b9\ud558\uace0 2026\ub144 2\ubd84\uae30\uc5d0\ub294 12,500\ub2ec\ub7ec\uc5d0 \uadfc\uc811\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba74\uc11c, 60-90\uc77c \uc9c0\uc5f0\ub418\ub294 \uac00\uaca9 \uc804\uac00 \uc870\ud56d\uc73c\ub85c \uc778\ud574 \ub3d9\ubc15 \uc81c\uc870\uc5c5\uccb4\uc758 EBITDA\uac00 2-3%\ud3ec\uc778\ud2b8 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. IEA\ub294 2035\ub144\uae4c\uc9c0 \uad6c\uc870\uc801\uc778 \uad6c\ub9ac \uacf5\uae09 \ubd80\uc871\uc744 \uc608\uce21\ud558\uba70 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n2.  \ub9ac\ud2ac \ubc30\ud130\ub9ac \ub3d9\ubc15 \uc2dc\uc7a5\uc758 \uc911\uad6d \uacfc\uc789 \uc0dd\uc0b0\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \uacbd\uc7c1 (-0.9% CAGR \uc601\ud5a5): \uc911\uad6d\uc740 2024\ub144\uae4c\uc9c0 \uc57d 60\ub9cc \ud1a4\uc758 \uc804\ud574 \ub3d9\ubc15 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uad6c\ucd95\ud588\uc73c\ub098, \uad6d\ub0b4 \uc218\uc694\ub294 42\ub9cc-45\ub9cc \ud1a4\uc5d0 \ubd88\uacfc\ud558\uc5ec \uc720\ud734 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 2025\ub144 8-10\u00b5m \ub4f1\uae09\uc758 \ud604\ubb3c \uac00\uaca9\uc774 kg\ub2f9 15-17\ub2ec\ub7ec\ub85c \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ub3d9\ub0a8\uc544\uc2dc\uc544 \ubc0f \uc720\ub7fd\uc73c\ub85c\uc758 \uc218\ucd9c \uae09\uc99d\uc740 \ubc18\ub364\ud551 \uc870\uc0ac\ub97c \ucd09\ubc1c\ud588\uc9c0\ub9cc, \uace0\uc21c\ub3c4 \ubc0f \ucd08\ubc15\ud615 \ud2c8\uc0c8\uc2dc\uc7a5\uc740 \uc5c4\uaca9\ud55c \ud488\uc9c8 \uae30\uc900 \ub355\ubd84\uc5d0 \uc601\ud5a5\uc744 \ub35c \ubc1b\uc558\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \ub098\ud2b8\ub968 \uc774\uc628 \uc804\ud658(\uc54c\ub8e8\ubbf8\ub284 \uc9d1\uc804\uccb4)\uc73c\ub85c \uc778\ud55c \uad6c\ub9ac \uc218\uc694 \uc7a0\uc2dd (-0.6% CAGR \uc601\ud5a5): \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uac00 \uc54c\ub8e8\ubbf8\ub284\uc744 \uad6c\ub9ac \ub300\uc2e0 \uc9d1\uc804\uccb4\ub85c \uc0ac\uc6a9\ud558\uba74\uc11c \uad6c\ub9ac \uc218\uc694\ub97c 3-5% \ub300\uccb4\ud560 \uc704\ud611\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uc81c\ud488 \uc720\ud615\ubcc4: \uc555\uc5f0 \ub3d9\ubc15\uc740 PCB \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc720\uc9c0\ud558\uace0, \uc804\ud574 \ub3d9\ubc15\uc740 \ubc30\ud130\ub9ac \ubd84\uc57c\uc5d0\uc11c \ud655\uc7a5<br \/>\n*   \uc555\uc5f0 \ub3d9\ubc15: 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 59.67%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 0.35\u00b5m\uc5d0 \uac00\uae4c\uc6b4 RMS(Root Mean Square) \uac70\uce60\uae30\uc640 30-300GHz \ubcf4\ub4dc\uc5d0\uc11c \ud45c\ud53c \ud6a8\uacfc \uc190\uc2e4\uc744 \uc644\ud654\ud558\ub294 \ud0c1\uc6d4\ud55c \uae30\uacc4\uc801 \uac15\ub3c4\ub85c \uc778\ud574 PCB \uc2dc\uc7a5\uc5d0\uc11c \uac15\uc138\ub97c \ubcf4\uc785\ub2c8\ub2e4. \ub2e4\ub2e8\uacc4 \uc555\uc5f0 \uacf5\uc7a5\ub2f9 1\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub85c \uc778\ud574 \uc77c\ubcf8 \ubc0f \uc720\ub7fd \uc0dd\uc0b0\uc790\ub4e4\uc774 \uacfc\uc810 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uba70 \ucd08\ud3c9\ud65c \ubcc0\ud615 \uc81c\ud488\uc5d0 \ub300\ud574 kg\ub2f9 28-35\ub2ec\ub7ec\uc758 \ub192\uc740 \uac00\uaca9\uc744 \ucc45\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\ud574 \ub3d9\ubc15: 8.44%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 1,350mm \ud3ed\uc5d0 \uac78\uccd0 \uade0\uc77c\ud558\uac8c \uc99d\ucc29 \uac00\ub2a5\ud55c 6\u00b5m \ubc0f 4\u00b5m \ub450\uaed8\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c \uc131\uc7a5\uc774 \uac00\uc18d\ud654\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc804\ud574 \ub3d9\ubc15 \uc0dd\uc0b0 \ub2a5\ub825\uc740 2024\ub144\uae4c\uc9c0 60\ub9cc \ud1a4\uc73c\ub85c \uae09\uc99d\ud558\uc5ec \ud45c\uc900 8\u00b5m \ub4f1\uae09\uc5d0\uc11c \uac00\uaca9 \uacbd\uc7c1\uc744 \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc804\ud574 \uacf5\uc815\uc740 5\u00b5m \ubbf8\ub9cc \ub450\uaed8\uc5d0\uc11c \ub354 \ub192\uc740 \ucc98\ub9ac\ub7c9\uacfc \ub0ae\uc740 \ubbf8\uc138 \uade0\uc5f4 \uc704\ud5d8\uc744 \uc81c\uacf5\ud558\uc5ec \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 \uc140 \uc2dc\uc7a5\uc5d0\uc11c \uc6b0\uc704\ub97c \uc810\ud569\ub2c8\ub2e4.<br \/>\n\uc774\ub7ec\ud55c \ub450 \uc81c\ud488 \uc720\ud615\uc740 \uace0\uc131\ub2a5 \ub3d9\ubc15 \uc2dc\uc7a5\uc758 \uc774\uc6d0\ud654(bifurcation)\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc555\uc5f0 \ub3d9\ubc15 \uc81c\uc870\uc5c5\uccb4\ub294 \ub77c\ubbf8\ub124\uc774\ud2b8\ub85c \uc218\uc9c1 \ud1b5\ud569\ud558\uace0, \uc804\ud574 \ub3d9\ubc15 \uc804\ubb38\uc5c5\uccb4\ub294 \uae30\uac00\ud329\ud1a0\ub9ac \uadfc\ucc98\uc5d0 \uacf5\ub3d9 \ubc30\uce58\ud558\uc5ec \uc801\uc2dc \uacf5\uae09\uc744 \uc81c\uacf5\ud558\ub294 \ub4f1 \ucc28\ubcc4\ud654\ub41c \uc804\ub7b5\uc744 \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud68c\ub85c \uae30\ud310\uc774 \ub9e4\ucd9c\uc744 \uc9c0\ubc30\ud558\uace0, \ubc30\ud130\ub9ac\uac00 \uc131\uc7a5\uc744 \uc8fc\ub3c4<br \/>\n*   \ud68c\ub85c \uae30\ud310: 2025\ub144 \ub9e4\ucd9c\uc758 56.02%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2a4\ub9c8\ud2b8\ud3f0, \uc790\ub3d9\ucc28 ADAS, \uc0b0\uc5c5 \uc81c\uc5b4 \ubd84\uc57c\uc758 \ud655\uace0\ud55c \uc218\uc694\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 PCB \uc218\uc694\ub294 \uc0c1\ud488\uc131 \uacbd\uc131 \ubcf4\ub4dc(\ub354 \uc587\uace0 \uc800\ub834\ud55c \ub3d9\ubc15)\uc640 AI \uc11c\ubc84 \ubc0f 5G \uae30\uc9c0\uad6d(kg\ub2f9 28-35\ub2ec\ub7ec\uc758 \uc555\uc5f0 \ub3d9\ubc15)\uc73c\ub85c \uc591\ubd84\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac: 2031\ub144\uae4c\uc9c0 14.18%\uc758 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. EV \ubcf4\uae09\ub960 \uc99d\uac00\uc640 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc800\uc7a5 \uc7a5\uce58 \uac00\uc18d\ud654\uac00 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc9d1\uc804\uccb4\ub294 2,000\ud68c \uc774\uc0c1\uc758 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud574 99.99% \uc21c\ub3c4\uc640 350MPa \uc774\uc0c1\uc758 \uc778\uc7a5 \uac15\ub3c4\ub97c \uac00\uc9c4 6\u00b5m \uc804\ud574 \ub3d9\ubc15\uc73c\ub85c \uc218\ub834\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158: CIGS \ubc15\ub9c9 \ubc0f \ud0e0\ub364 \ud398\ub85c\ube0c\uc2a4\uce74\uc774\ud2b8 \ubaa8\ub4c8\uacfc \uac19\uc740 \ud0dc\uc591\uad11 \ubc0f \ub300\uccb4 \uc5d0\ub108\uc9c0 \ubd84\uc57c\ub294 150-180\u00b0C\uc758 \ub9ac\ud50c\ub85c\uc6b0\ub97c \uacac\ub51c \uc218 \uc788\ub294 \ub0b4\uc0b0\ud654\uc131 \ub3d9\ubc15\uc744 \uc694\uad6c\ud558\uba70 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. ISO 13485 \uc778\uc99d\uc744 \ubc1b\uc740 \uc758\ub8cc\uc6a9 \ub3d9\ubc15\uc740 24\uac1c\uc6d4\uc5d0 \ub2ec\ud558\ub294 \uc778\uc99d \uae30\uac04 \ub355\ubd84\uc5d0 \uac00\uaca9 \ubc29\uc5b4\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4. RFID, EMI \ucc28\ud3d0, \uc7a5\uc2dd\uc6a9 \ub77c\ubbf8\ub124\uc774\ud2b8 \ub4f1 \uae30\ud0c0 \uc6a9\ub3c4\ub294 \ub290\ub9ac\uac8c \uc131\uc7a5\ud558\uc9c0\ub9cc \uc2dc\uc7a5\uc758 \uc8fc\uae30\uc131\uc744 \uc644\ud654\ud558\ub294 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 69.60%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 6.72%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \uc0dd\uc0b0 \uc810\uc720\uc728\uacfc \ud55c\uad6d\uc758 6\u00b5m \ubbf8\ub9cc \uae30\uc220 \uc804\ubb38\uc131\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 2026\ub144 7\uc6d4 GB \ud45c\uc900\uc740 \uae30\uc220 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uac15\uc81c\ud558\uc5ec \uc0c1\ud488\uc131 \uc0dd\uc0b0\uc790\ub4e4\uc744 \uc555\ubc15\ud558\uc9c0\ub9cc \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9 \uc2e4\ud604\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. SKC, \uc194\ub8e8\uc2a4\ucca8\ub2e8\uc18c\uc7ac, LS\uc5e0\ud2b8\ub860 \ub4f1 \ud55c\uad6d \uae30\uc5c5\ub4e4\uc740 EU \ubc0f ASEAN \uae30\uac00\ud329\ud1a0\ub9ac\uc5d0 \uacf5\uae09\ud558\uae30 \uc704\ud574 \ud3f4\ub780\ub4dc\uc640 \ub9d0\ub808\uc774\uc2dc\uc544\uc5d0\uc11c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8 \ubc0f \uc720\ub7fd: \ud604\uc9c0\ud654 \ucd94\uc138\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc2dc\uc7a5\uc740 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc774 \uae30\uac00\ud329\ud1a0\ub9ac \ud22c\uc790\ub97c \ucd09\uc9c4\ud568\uc5d0 \ub530\ub77c \ud655\ub300\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 2025\ub144 \uc9c0\uc5ed \uc804\ud574 \ub3d9\ubc15 \uc0dd\uc0b0 \ub2a5\ub825\uc740 18,000\ud1a4\uc5d0 \ubd88\uacfc\ud558\uc5ec \uba55\uc2dc\ucf54\uc640 \ud5dd\uac00\ub9ac\uc5d0 \uc2e0\uaddc \ub77c\uc778\uc774 \uac00\ub3d9\ub420 \ub54c\uae4c\uc9c0 12-15%\uc758 \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc9c0\ubd88\ud558\uba70 \uc218\uc785\uc5d0 \uc758\uc874\ud574\uc57c \ud569\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ubc30\ud130\ub9ac \uaddc\uc815\uc740 \uc7ac\ud65c\uc6a9 \ucf58\ud150\uce20 \uc758\ubb34\ub97c \ubd80\uacfc\ud558\uc5ec \uacf5\ub3d9 \ubc30\uce58\ub41c \uc7ac\ud65c\uc6a9 \uc2dc\uc124\uc5d0 \uc720\ub9ac\ud558\uba70, Redwood Materials \ubc0f Umicore\uc640 \uac19\uc740 \uae30\uc5c5\uc758 \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8 \ubc0f \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc5ec\uc804\ud788 \uc218\uc785 \uc758\uc874\uc801\uc785\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc740 \uac00\uc804\uc81c\ud488\uc6a9\uc73c\ub85c \uc5f0\uac04 \uc57d 10,000\ud1a4\uc758 \ub3d9\ubc15\uc744 \uc218\uc785\ud558\uba70, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \ube44\uc804 2030\uc740 \uace0\uc8fc\ud30c \ub77c\ubbf8\ub124\uc774\ud2b8\ub97c \uc694\uad6c\ud558\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ub0a8\uc544\ud504\ub9ac\uce74\uc758 \uad11\uc5c5 \uae30\ubc18\uc740 \ub18d\ucd95\ubb3c\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \uc774 \uc9c0\uc5ed\uc740 \ub3d9\ubc15 \uc81c\uc870 \uc2dc\uc124\uc774 \ubd80\uc871\ud558\uc5ec \uc644\uc81c\ud488 \ub3d9\ubc15\uc740 \uc5ec\uc804\ud788 \uc218\uc785\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uace0\uc131\ub2a5 \ub3d9\ubc15(High-End Copper Foil) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\uc131\ub2a5 \ub3d9\ubc15\uc740 \ucd5c\uace0 \uc21c\ub3c4\uc758 \uad6c\ub9ac\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc81c\uc870\ub418\uba70, \ucd08\ubc15\ud615, \uace0\uc21c\ub3c4, \uae30\uacc4\uc801 \uc548\uc815\uc131\uc744 \ud2b9\uc9d5\uc73c\ub85c \ud569\ub2c8\ub2e4. \uc774\ub294 5G, AI, \ubc30\ud130\ub9ac, \ud50c\ub809\uc11c\ube14 PCB \ub4f1 \ucca8\ub2e8 \uc804\uc790\uc81c\ud488\uc5d0 \ud544\uc218\uc801\uc778 \uc18c\uc7ac\ub85c, \ud0c1\uc6d4\ud55c \uc804\uae30 \uc804\ub3c4\uc131, \uade0\uc77c\uc131 \ubc0f \uc2e0\ub8b0\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uc751\uc6a9 \ubd84\uc57c\ub85c\ub294 PCB, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac, \ud0dc\uc591\uad11 \uc591\uadf9, \uc758\ub8cc \uae30\uae30, \uac00\uc804\uc81c\ud488, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad70\uc0ac \uc7a5\ube44 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d\uc740 \uc81c\ud488 \uc720\ud615, \uc751\uc6a9 \ubd84\uc57c \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc81c\ud488 \uc720\ud615\ubcc4\ub85c\ub294 \uc555\uc5f0 \ub3d9\ubc15(Rolled Copper Foil)\uacfc \uc804\ud574 \ub3d9\ubc15(Electrodeposited (ED) Copper Foil)\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \ud68c\ub85c \uae30\ud310, \ubc30\ud130\ub9ac, \ud0dc\uc591\uad11 \ubc0f \ub300\uccb4 \uc5d0\ub108\uc9c0, \uac00\uc804\uc81c\ud488, \uc758\ub8cc \ubc0f \uae30\ud0c0\ub85c \ub098\ub269\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 \uc8fc\uc694 16\uac1c\uad6d\uc744 \ud3ec\ud568\ud558\uc5ec \uad11\ubc94\uc704\ud558\uac8c \ubd84\uc11d\ub418\uc5c8\uc73c\uba70, \uac01 \uc138\uadf8\uba3c\ud2b8\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uac00\uce58(USD)\ub97c \uae30\uc900\uc73c\ub85c \uc0b0\uc815\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uace0\uc131\ub2a5 \ub3d9\ubc15 \uc2dc\uc7a5\uc740 2026\ub144 11\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 15\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac\uc6a9 \ucd08\ubc15\ud615 \uace0\uc21c\ub3c4 \ub3d9\ubc15 \uc218\uc694\uc758 \uae09\uc99d, 5G \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ud655\uc0b0\uc5d0 \ub530\ub978 \uace0\uc8fc\ud30c PCB \uc218\uc694 \uc99d\uac00, \ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc5f0\ud569 \uc9c0\uc5ed\uc758 \uae30\uac00\ud329\ud1a0\ub9ac \ud604\uc9c0\ud654 \ubb3c\uacb0, \ud3d0\uc1c4 \ub8e8\ud504 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub3d9\ubc15 \uc7ac\ud65c\uc6a9 \uc774\ub2c8\uc154\ud2f0\ube0c, \uadf8\ub9ac\uace0 \uace0\uc8fc\ud30c PCB \uae30\ud310 \uacf5\uae09 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ud504\ub9ac\ubbf8\uc5c4 \ub3d9\ubc15 \uc218\uc694 \uacac\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uad6c\ub9ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uc81c\uc870\uc5c5\uccb4\uc758 \ub9c8\uc9c4 \uc555\ubc15, \uc911\uad6d\uc758 \uacfc\uc789 \uc0dd\uc0b0\uc73c\ub85c \uc778\ud55c \ub9ac\ud2ac \ubc30\ud130\ub9ac \ub3d9\ubc15 \uc2dc\uc7a5\uc758 \uac00\uaca9 \uacbd\uc7c1 \uc2ec\ud654, \uadf8\ub9ac\uace0 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uac00 \uc54c\ub8e8\ubbf8\ub284\uc744 \uc9d1\uc804\uccb4\ub85c \uc0ac\uc6a9\ud568\uc5d0 \ub530\ub77c \uad6c\ub9ac \ub3d9\ubc15 \uc218\uc694\ub97c \uc7a0\uc2dd\ud560 \uac00\ub2a5\uc131 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc8fc\uc694 \ubd84\uc11d \uacb0\uacfc\uc5d0 \ub530\ub974\uba74, \uc81c\ud488 \uc720\ud615\ubcc4\ub85c\ub294 \uc555\uc5f0 \ub3d9\ubc15\uc774 2025\ub144 \ub9e4\ucd9c\uc758 59.67%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uace0\uc8fc\ud30c PCB\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \ucd08\uc800 \ud504\ub85c\ud30c\uc77c \ud45c\uba74 \ud2b9\uc131 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \ubc30\ud130\ub9ac \ubd80\ubb38\uc774 \uc804\uae30\ucc28 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ubc30\uce58\uc758 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 14.18%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ud604\uc9c0 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uad6d\ub0b4 \ub3d9\ubc15 \uacf5\uae09 \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 6.72%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub610\ud55c, Chang Chun Petrochemical, Doosan Corporation Electro-Materials, Furukawa Electric, Lotte Energy Materials, LS MTRON, SKC, Solus Advanced Materials \ub4f1 \uc8fc\uc694 19\uac1c \uae00\ub85c\ubc8c \uae30\uc5c5\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uc5ec \uac01 \uae30\uc5c5\uc758 \uac1c\uc694, \ud575\uc2ec \uc0ac\uc5c5 \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ub3d9\ud5a5 \ub4f1\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ud30c\uc545\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(Unmet-need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc5ec \ud5a5\ud6c4 \uc2dc\uc7a5 \uc804\ub7b5 \uc218\ub9bd\uc5d0 \uc911\uc694\ud55c \ud1b5\ucc30\ub825\uc744 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