{"id":44352,"date":"2026-02-15T01:08:56","date_gmt":"2026-02-15T01:08:56","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-fabless-market-mordor\/"},"modified":"2026-09-25T07:53:27","modified_gmt":"2026-09-24T22:53:27","slug":"semiconductor-fabless-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-fabless-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d \u2013 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025\ub144 &#8211; 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-fabless-market-1761897091333-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-fabless-market-size-image-1762415973721.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. \uc8fc\uc694 \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 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc288\ud37c \uc0ac\uc774\ud074\uc774 \ud558\uc774\uc5d4\ub4dc \ub85c\uc9c1 IC \uc218\uc694\ub97c \ucd09\uc9c4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 EV \ubc0f ADAS \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc790\ub3d9\ucc28 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \ud655\uc7a5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 5G \ubc0f Wi-Fi 7 \uc804\ud658\uc73c\ub85c RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc IC \ubb3c\ub7c9 \uc99d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc815\ubd80\uc758 CHIPS\uc640 \uc720\uc0ac\ud55c \ubcf4\uc870\uae08\uc774 \uc9c0\uc5ed \uc124\uacc4 \ud5c8\ube0c \uac00\uc18d\ud654<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \uc624\ud508 \uc18c\uc2a4 RISC-V \uc0dd\ud0dc\uacc4\uac00 \uc2e0\uaddc \uc124\uacc4 \ud68c\uc0ac \uc9c4\uc785 \uc7a5\ubcbd \ub0ae\ucda4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 AI \uae30\ubc18 EDA \ub3c4\uad6c \ucc44\ud0dd\uc73c\ub85c \ud14c\uc774\ud504\uc544\uc6c3 \uc2dc\uac04 \ubc0f \ube44\uc6a9 \uc808\uac10<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \uc2ec\uac01\ud55c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc6a9\ub7c9 \ubd80\uc871<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c\ub85c 7nm \ubbf8\ub9cc \ud30c\uc6b4\ub4dc\ub9ac \ub178\ub4dc \uc811\uadfc \uc81c\ud55c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uc124\uacc4 \uc778\ub825 \ubd80\uc871 \ubc0f \uc778\uac74\ube44 \uc0c1\uc2b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \uc790\ub3d9\ucc28 \ubc0f \uc758\ub8cc\uc6a9 SoC\uc5d0\uc11c \uc2e0\ub8b0\uc131 \uc124\uacc4 \ubd80\ub2f4 \uc99d\uac00<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \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 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/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 \uc544\ub0a0\ub85c\uadf8 IC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ub85c\uc9c1 IC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 MCU \ubc0f MPU<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 RF \ubc0f \ud63c\uc131 \uc2e0\ud638 IC<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \ubaa8\ubc14\uc77c \ubc0f \uac00\uc804\uc81c\ud488<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \uc0b0\uc5c5 \ubc0f \uc758\ub8cc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \uae30\uc220 \ub178\ub4dc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u226528 nm<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 16\u201322 nm<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 7\u201314 nm<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 &lt;7 nm<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \uace0\uac1d \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 1\ub4f1\uae09 \uc2dc\uc2a4\ud15c OEM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uc2e0\ud765 \uc7a5\uce58 OEM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 IP \ub77c\uc774\uc120\uc2f1 \ubc0f \uc124\uacc4 \uc11c\ube44\uc2a4 \uae30\uc5c5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \uc815\ubd80 \ubc0f \uad6d\ubc29 \uae30\uad00<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uae30\uc220\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \uac00\uc0c1 \ub370\uc2a4\ud06c\ud1b1 \uc778\ud504\ub77c (VDI)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uac00\uc0c1\ud654<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uc138\uc158 \uac00\uc0c1\ud654 \/ \ud130\ubbf8\ub110 \uc11c\ube44\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \uc561\uc138\uc2a4 \uad00\ub9ac \ubc0f \ubaa8\ub2c8\ud130\ub9c1<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.6 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.6.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.2 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.6 \ub7ec\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.3 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.5 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.5 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.3 \ud280\ub974\ud0a4\uc608<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.6 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.3 \ucf00\ub0d0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.4 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \uc5d4\ube44\ub514\uc544 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \ud004\ucef4 \uc778\ucf54\ud37c\ub808\uc774\ud2f0\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \ube0c\ub85c\ub4dc\ucef4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2dc\uc2a4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \ubbf8\ub514\uc5b4\ud14d Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \ub178\ubc14\ud14d \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \ub9ac\uc5bc\ud14d \uc138\ubbf8\ucee8\ub355\ud130 Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \uc70c \uc138\ubbf8\ucee8\ub355\ud130 Co. Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \ubaa8\ub180\ub9ac\uc2dd \ud30c\uc6cc \uc2dc\uc2a4\ud15c\uc988 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \uc2dc\ub7ec\uc2a4 \ub85c\uc9c1 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \uc2dc\ub0c5\ud2f1\uc2a4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \ud558\uc774\ub9e5\uc2a4 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \uc2e4\ub9ac\ucf58 \ubaa8\uc158 \ud14c\ud06c\ub180\ub85c\uc9c0 Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \uae30\uac00\ub514\ubc14\uc774\uc2a4 \uc138\ubbf8\ucee8\ub355\ud130 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \uc18c\uc2dc\uc624\ub125\uc2a4\ud2b8 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 LX \uc138\ubbf8\ucf58 Co. Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \uce6d\ud654 \uc720\ub2c8\uadf8\ub8f9 Co. Ltd. (\uc720\ub2c8SOC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \uc54c\ub808\uadf8\ub85c \ub9c8\uc774\ud06c\ub85c\uc2dc\uc2a4\ud15c\uc988 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \uc634\ub2c8\ube44\uc804 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 LLC<\/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>\ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025-2030)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5\uc774 2025\ub144 2,708\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 5,300\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 14.37%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305, \uc804\uae30\ucc28 \uc804\ub825 \uc804\uc790 \uc7a5\uce58, \ucc28\uc138\ub300 \uc5f0\uacb0\uc131 \uce69\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ud339\ub9ac\uc2a4 \uae30\uc5c5\ub4e4\uc740 \uc678\ubd80 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \uc758\uc874\ud558\uc5ec \uaddc\ubaa8\ub97c \ud655\uc7a5\ud558\uba70, \uc9c0\uc801 \uc7ac\uc0b0(IP) \ube14\ub85d, \uce69\ub81b \ud328\ud0a4\uc9d5, \ud558\ub4dc\uc6e8\uc5b4-\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uacf5\ub3d9 \ucd5c\uc801\ud654\uc758 \uae34\ubc00\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \uad11\ubc94\uc704\ud55c \ubc18\ub3c4\uccb4 \uac00\uce58 \uc0ac\uc2ac\uc758 \uc8fc\uc694 \ud601\uc2e0 \ub3d9\ub825\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc778\uacf5\uc9c0\ub2a5(AI) \uc6cc\ud06c\ub85c\ub4dc\uc758 \ubcf5\uc7a1\uc131 \uc99d\uac00\ub294 7nm \ubbf8\ub9cc \ub178\ub4dc \ubc0f \uace0\uae09 2.5D \ud328\ud0a4\uc9d5\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uac01\uad6d\uc758 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8\uc740 \uc9c0\uc5ed\ubcc4 \uc124\uacc4 \ud5c8\ube0c\ub97c \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uacf5\uae09\ub9dd \uc9c0\uc815\ud559\uc801 \ubb38\uc81c\uc640 \uc2e0\ud765 \uc790\ub3d9\ucc28 \uc548\uc804 \uaddc\uc81c \uac15\ud654\ub294 \uace0\uac1d \uc778\uc99d \uc77c\uc815\uc744 \uc7ac\ud3b8\ud558\uace0 \uc7a5\uae30\uc801\uc778 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: \ub85c\uc9c1 IC\uac00 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 42.58%\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.28% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ubaa8\ubc14\uc77c \ubc0f \uc18c\ube44\uc790 \uac00\uc804\uc774 2024\ub144 \uc2dc\uc7a5\uc758 38.63%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc73c\ub098, \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc6cc\ud06c\ub85c\ub4dc\ub294 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.49%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub178\ub4dc\ubcc4: 7-14nm\uae09\uc774 2024\ub144 \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 35.73%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, AI \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub77c 7nm \ubbf8\ub9cc \uc124\uacc4\ub294 \uc5f0\ud3c9\uade0 16.28% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uace0\uac1d \uc720\ud615\ubcc4: Tier-1 \uc2dc\uc2a4\ud15c OEM\uc774 2024\ub144 \uc218\uc694\uc758 46.29%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc2e0\ud765 \uc2dc\uc2a4\ud15c \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 14.72%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2024\ub144 \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 54.01%\ub97c \ucc28\uc9c0\ud558\uba70 \ucd5c\ub300 \uc2dc\uc7a5 \uc9c0\uc704\ub97c \uc720\uc9c0\ud588\uc73c\uba70, \ubd81\ubbf8 \uc9c0\uc5ed\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 14.39%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>1.  \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc288\ud37c\uc0ac\uc774\ud074\uc774 \ud558\uc774\uc5d4\ub4dc \ub85c\uc9c1 IC \uc218\uc694\ub97c \ucd09\uc9c4:<br \/>\n    \uc0dd\uc131\ud615 AI \uc11c\ube44\uc2a4\uc758 \uae30\uc5c5 \ub3c4\uc785\uc740 \ub370\uc774\ud130 \uc13c\ud130 \uc544\ud0a4\ud14d\ucc98\ub97c \uc7ac\ud3b8\ud558\uba70, \ub3c4\uba54\uc778\ubcc4 \ud504\ub85c\uc138\uc11c, \ud150\uc11c \uac00\uc18d\uae30, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \uce69\ub81b\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. SEMI\ub294 AI \ubc18\ub3c4\uccb4\uac00 2026\ub144\uae4c\uc9c0 \uc804\uccb4 \ucd5c\ucca8\ub2e8 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc758 35%\ub97c \uc18c\ube44\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud558\uba70, \ud339\ub9ac\uc2a4 \uc120\ub450 \uae30\uc5c5\ub4e4\uc740 5nm \ubbf8\ub9cc \uacf5\uae09\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ub2e4\ub144\uac04\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1\uc740 \uc774\uc81c \ud2b8\ub79c\uc2a4\ud3ec\uba38 \ucd5c\uc801\ud654 \ucf54\uc5b4, \uc800\uc815\ubc00 \uc5f0\uc0b0, \uc628\ub2e4\uc774 \uc778\ud130\ucee4\ub125\ud2b8 \ud328\ube0c\ub9ad\uc744 \ud3ec\uad04\ud558\ub294 IP \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uc774\ub294 \ud558\ub4dc\uc6e8\uc5b4\uc640 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uc744 \uacf5\ub3d9 \uc124\uacc4\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uc5ec \ud339\ub9ac\uc2a4 \uc2dc\uc7a5\uc774 AI \ud601\uc2e0\uc758 \uc120\ub450 \uc8fc\uc790\uc784\uc744 \ub354\uc6b1 \ud655\uace0\ud788 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  EV \ubc0f ADAS \ud50c\ub7ab\ud3fc\uc758 \uc790\ub3d9\ucc28 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \ud655\uc7a5:<br \/>\n    \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\uc640 \ub808\ubca8 2+ \uc6b4\uc804\uc790 \uc9c0\uc6d0 \uc2dc\uc2a4\ud15c(ADAS)\uc740 \ucc28\ub7c9\ub2f9 \ubc18\ub3c4\uccb4 \uac00\uce58\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c(SIA)\ub294 \uad11\ub300\uc5ed \ubc34\ub4dc\uac2d \uc804\ub825 \uc18c\uc790\uc640 \uae30\ub2a5 \uc548\uc804 \uaddc\uaca9\uc744 \uc900\uc218\ud558\ub294 \uc2dc\uc2a4\ud15c \uc628 \uce69(SoC)\uc5d0 \ud798\uc785\uc5b4 \uc790\ub3d9\ucc28 \ubc18\ub3c4\uccb4\uac00 2029\ub144\uae4c\uc9c0 \ub450 \uc790\ub9bf\uc218 \uc5f0\uac04 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ud569\ub2c8\ub2e4. \ud339\ub9ac\uc2a4 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ubc30\ud130\ub9ac \uad00\ub9ac, \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec, \uc13c\uc11c \ud4e8\uc804 \uc124\uacc4 \ubd84\uc57c\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uba70, \ubbfc\ucca9\ud55c IP \uc7ac\uc0ac\uc6a9 \ub2a5\ub825\uc774 \ubd80\uc871\ud55c \uae30\uc874 Tier-1 \uae30\uc5c5\ub4e4\ub85c\ubd80\ud130 \uc0ac\uc5c5\uc744 \uc218\uc8fc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae34 \uc778\uc99d \uc8fc\uae30\uc640 ISO 26262 \ubb38\uc11c\ud654\ub294 \uc804\ud658 \ube44\uc6a9\uc744 \ubc1c\uc0dd\uc2dc\ucf1c \uc124\uacc4 \uc218\uc8fc\ub97c \uace0\uc815\uc2dc\ud0a4\uace0 \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5\uc758 \uc0c1\uc2b9 \uada4\ub3c4\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  5G \ubc0f Wi-Fi 7 \uc804\ud658\uc73c\ub85c \uc778\ud55c RF \ud504\ub860\ud2b8\uc5d4\ub4dc IC \ubb3c\ub7c9 \uc99d\uac00:<br \/>\n    6GHz \ubc0f \ubc00\ub9ac\ubbf8\ud130\ud30c \uc2a4\ud399\ud2b8\ub7fc\uc73c\ub85c\uc758 \uc804\ud658\uc740 \ubcf5\uc7a1\ud55c \ud544\ud130 \ubc45\ud06c, \uc804\ub825 \uc99d\ud3ed\uae30 \ub77c\uc778\uc5c5, \uc5d4\ubca8\ub85c\ud504 \ud2b8\ub798\ud0b9 \ucee8\ud2b8\ub864\ub7ec\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \ud339\ub9ac\uc2a4 RF \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \uc9c8\ud654\uac08\ub968(GaN) \ubc0f \ube44\ud654\uac08\ub968(GaAs) \uacf5\uc815\uc744 \ud65c\uc6a9\ud558\uc5ec \uace0\uc8fc\ud30c\uc218\uc5d0\uc11c \ub354 \ub192\uc740 \ud6a8\uc728\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0\uacfc \uae30\uc5c5\uc6a9 \uc561\uc138\uc2a4 \ud3ec\uc778\ud2b8 \ubaa8\ub450\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ubd80\ud488 \ubaa9\ub85d(BOM) \uc99d\uac00\ub294 \ud2b9\ud788 \ucd5c\uc885 \uc870\ub9bd\uc774 \uc8fc\ub85c \uc774\ub8e8\uc5b4\uc9c0\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc81c\uc870 \ud5c8\ube0c\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5ed\ud559\uc740 RF \ubc0f \ud63c\uc131 \uc2e0\ud638 \uae30\uc5c5\ub4e4\uc774 \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \ud575\uc2ec\uc801\uc778 \ubd80\ubd84\uc73c\ub85c \ub0a8\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uc815\ubd80\uc758 CHIPS\ubc95\uacfc \uac19\uc740 \ubcf4\uc870\uae08 \uc815\ucc45\uc774 \uc9c0\uc5ed \uc124\uacc4 \ud5c8\ube0c\ub97c \uac00\uc18d\ud654:<br \/>\n    \ubd81\ubbf8\uc758 CHIPS \ubc0f \uacfc\ud559\ubc95\uc740 \uad6d\ub0b4 \uc81c\uc870 \ubc0f R&#038;D \ubcf4\uc870\uae08\uc73c\ub85c 520\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd CHIPS\ubc95\uc740 \ub300\ub959 \ub0b4 \uacf5\uae09 \ubcf4\uc548 \uac15\ud654\ub97c \uc704\ud574 430\uc5b5 \uc720\ub85c(486\uc5b5 \ub2ec\ub7ec)\ub97c \ubc30\uc815\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcf4\uc870\uae08\uc740 \uc2a4\ud0c0\ud2b8\uc5c5\uc758 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\uace0 \ub2e4\uad6d\uc801 \uae30\uc5c5\uc774 \uc704\uc131 \uc124\uacc4 \uc13c\ud130\ub97c \uc124\ub9bd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uc5ec \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5 \ub124\ud2b8\uc6cc\ud06c\ub97c \uae30\uc874\uc758 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud575\uc2ec \uc9c0\uc5ed\uc744 \ub118\uc5b4 \ud655\uc7a5\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uae30\uc801\uc73c\ub85c \ubd84\uc0b0\ub41c R&#038;D \uac70\uc810\uc740 \uc9c0\uc5ed \uc778\uc7ac \ud480\uc744 \uac15\ud654\ud558\uace0 \uc704\ud5d8 \ub178\ucd9c\uc744 \ub2e4\ubcc0\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uadf8\ub7ec\ub098 \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc2ec\uac01\ud55c \ubd80\uc871\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc5d0 -1.7%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc774\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \ud2b9\ud788 \uc2ec\uac01\ud55c \uae00\ub85c\ubc8c \ubb38\uc81c\ub85c \uc911\uae30\uc801(2-4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4. \ub610\ud55c, \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uc131\uc7a5 \uc608\uce21 \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc744 \ub2e4\ub8e8\uba70, \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5\uc740 2025\ub144\uc5d0 2,708\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 14.37%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc81c\ud488 \uc720\ud615\ubcc4\ub85c\ub294 \ub85c\uc9c1 IC\uac00 2024\ub144 \ub9e4\ucd9c\uc758 42.58%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8\uac00 CHIPS Act\uc640 \uac19\uc740 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 2030\ub144\uae4c\uc9c0 14.39%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc774\uba70 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\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*   \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc288\ud37c \uc0ac\uc774\ud074: \uace0\uc131\ub2a5 \ub85c\uc9c1 IC \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20 \ud655\uc7a5: \uc804\uae30\ucc28(EV) \ubc0f \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS) \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ubc18\ub3c4\uccb4 \ucc44\ud0dd\uc774 \uc99d\uac00\ud569\ub2c8\ub2e4.<br \/>\n*   5G \ubc0f Wi-Fi 7 \uc804\ud658: RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc IC \ubb3c\ub7c9 \uc99d\uac00\ub97c \uc720\ubc1c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8: CHIPS Act\uc640 \uc720\uc0ac\ud55c \uc815\ubd80 \ubcf4\uc870\uae08\uc740 \uc9c0\uc5ed \uc124\uacc4 \ud5c8\ube0c\ub97c \uac00\uc18d\ud654\ud558\uace0 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \uc624\ud508\uc18c\uc2a4 RISC-V \uc0dd\ud0dc\uacc4: \uc2e0\uaddc \uc124\uacc4 \ud68c\uc0ac\uc758 \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucda5\ub2c8\ub2e4.<br \/>\n*   AI \uae30\ubc18 EDA \ub3c4\uad6c \ucc44\ud0dd: \ud14c\uc774\ud504\uc544\uc6c3 \uc2dc\uac04\uacfc \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/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*   \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc6a9\ub7c9 \ubd80\uc871: 2.5D \ubc0f \ud32c\uc544\uc6c3(fan-out) \ud328\ud0a4\uc9d5\uc758 \ud65c\uc6a9\ub960\uc774 95%\ub97c \ucd08\uacfc\ud558\uc5ec 6\uac1c\uc6d4 \uc774\uc0c1\uc758 \ub9ac\ub4dc \ud0c0\uc784\uacfc \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c: 7nm \ubbf8\ub9cc \ud30c\uc6b4\ub4dc\ub9ac \ub178\ub4dc \uc811\uadfc\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc124\uacc4 \uc778\ub825 \ubd80\uc871 \ubc0f \uc778\uac74\ube44 \uc0c1\uc2b9: \uc0b0\uc5c5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc778\ub825\ub09c\uacfc \ube44\uc6a9 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \ubc0f \uc758\ub8cc\uc6a9 SoC\uc758 \uc2e0\ub8b0\uc131 \uc124\uacc4 \ubd80\ub2f4 \uc99d\uac00: \uc5c4\uaca9\ud55c \uc2e0\ub8b0\uc131 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uc124\uacc4 \ubcf5\uc7a1\uc131\uacfc \ube44\uc6a9\uc774 \uc99d\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uacbd\uc7c1 \ud658\uacbd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\uc544\ub0a0\ub85c\uadf8 IC, \ub85c\uc9c1 IC, MCU \ubc0f MPU, RF \ubc0f \ud63c\ud569 \uc2e0\ud638 IC), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\ubaa8\ubc14\uc77c \ubc0f \uac00\uc804, \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \uc0b0\uc5c5 \ubc0f \uc758\ub8cc), \uae30\uc220 \ub178\ub4dc(\u226528nm, 16\u201322nm, 7\u201314nm, <7nm), \uace0\uac1d \uc720\ud615(Tier-1 \uc2dc\uc2a4\ud15c OEM, \uc2e0\ud765 \uc7a5\uce58 OEM, IP \ub77c\uc774\uc120\uc2f1 \ubc0f \uc124\uacc4 \uc11c\ube44\uc2a4 \ud68c\uc0ac, \uc815\ubd80 \ubc0f \uad6d\ubc29 \uae30\uad00) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.\n\n\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 NVIDIA, Qualcomm, Broadcom, AMD, MediaTek \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3c9\uac00\ub3c4 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ud339\ub9ac\uc2a4 \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud0dc\uc640 \ubbf8\ub798 \ubc29\ud5a5\uc744 \uc774\ud574\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.\n<\/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-44352","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\/44352"}],"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=44352"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/44352\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=44352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=44352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=44352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}