{"id":45944,"date":"2026-02-19T02:41:39","date_gmt":"2026-02-19T02:41:39","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/next-generation-computing-market-mordor\/"},"modified":"2026-09-25T16:26:13","modified_gmt":"2026-09-25T07:26:13","slug":"next-generation-computing-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/next-generation-computing-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/next-generation-computing-market-1750072916818-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\/next-generation-computing-market-size-image-1770986004628.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 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \ud655\uc7a5\uc744 \uc704\ud55c \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc591\uc790 \uae30\uc220 \ud5c8\ube0c\uc5d0 \ub300\ud55c \uc815\ubd80 \uc790\uae08 \uc9c0\uc6d0 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ucd08\uc800\uc9c0\uc5f0 IoT\ub97c \uc704\ud55c \uc5e3\uc9c0-\ud074\ub77c\uc6b0\ub4dc \uc735\ud569<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud074\ub77c\uc6b0\ub4dc \ud06c\ub808\ub527 \ubc0f \uac1c\ubc29\ud615 IP \uce69\ub81b\uc744 \ud1b5\ud55c GPU \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.5 \uace0\ubc00\ub3c4 HPC \ub799\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc561\uccb4 \ub0c9\uac01 \uae30\uc220 \ud601\uc2e0<\/li>\n<li class=\"toc-level-3\">4.2.6 \ud3d0\uae30\ub41c AI \uac00\uc18d\uae30 \uc911\uace0 \uc2dc\uc7a5<\/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 \uc591\uc790 \uae30\uc220 \uc219\ub828 \uc778\ub825 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc774\uae30\uc885 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ub300\ud55c \ub192\uc740 CAPEX \ubc0f \ud1b5\ud569 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\ub825\ub9dd \ubc0f \uc778\ud5c8\uac00 \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.4 \ucca8\ub2e8 HBM \ubc0f GPU \ucd9c\ud558\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c<\/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 \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\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.9 \ud22c\uc790 \ubd84\uc11d<\/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 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud558\ub4dc\uc6e8\uc5b4<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \ud504\ub85c\uc138\uc11c \ubc0f \uac00\uc18d\uae30<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \uba54\ubaa8\ub9ac \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \uc0c1\ud638 \uc5f0\uacb0 \ubc0f \ub124\ud2b8\uc6cc\ud0b9<\/li>\n<li class=\"toc-level-4\">5.1.1.4 \uc5f4 \ubc0f \uc804\ub825 \uc194\ub8e8\uc158<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc11c\ube44\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucef4\ud4e8\ud305 \ud328\ub7ec\ub2e4\uc784\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 (HPC)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc591\uc790 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.2.3 \uad11\ud559\/\ud3ec\ud1a0\ub2c9 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub274\ub85c\ubaa8\ud53d \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc5e3\uc9c0 \/ \ub2c8\uc5b4-\uc5e3\uc9c0 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.2.6 \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uac00\uc18d \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.2.7 \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uae30\ud0c0 \uc2e0\ud765<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc30\ud3ec \ubaa8\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud074\ub77c\uc6b0\ub4dc<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc628\ud504\ub808\ubbf8\uc2a4<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud558\uc774\ube0c\ub9ac\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 BFSI<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.6 \ubbf8\ub514\uc5b4 \ubc0f \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8<\/li>\n<li class=\"toc-level-3\">5.4.7 IT \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.8 \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798<\/li>\n<li class=\"toc-level-3\">5.4.9 \uc81c\uc870 \ubc0f \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.10 \uc815\ubd80 \ubc0f \uacf5\uacf5 \ubd80\ubb38<\/li>\n<li class=\"toc-level-3\">5.4.11 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 UAE<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \ud589\ubcf4<\/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, \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 Alibaba Group Holding Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Amazon Web Services Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Alphabet Inc. (Google Cloud)<\/li>\n<li class=\"toc-level-3\">6.4.4 Microsoft Corp.<\/li>\n<li class=\"toc-level-3\">6.4.5 IBM Corp.<\/li>\n<li class=\"toc-level-3\">6.4.6 NVIDIA Corp.<\/li>\n<li class=\"toc-level-3\">6.4.7 Intel Corp.<\/li>\n<li class=\"toc-level-3\">6.4.8 Advanced Micro Devices Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Cisco Systems Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Oracle Corp.<\/li>\n<li class=\"toc-level-3\">6.4.11 NEC Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 Hewlett Packard Enterprise<\/li>\n<li class=\"toc-level-3\">6.4.13 Dell Technologies<\/li>\n<li class=\"toc-level-3\">6.4.14 Fujitsu Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Graphcore Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 D-Wave Quantum Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 IonQ Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Rigetti Computing Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 ARM Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 PsiQuantum Corp.<\/li>\n<li class=\"toc-level-3\">6.4.21 Cerebras Systems Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 Tencent Holdings (Tencent Cloud)<\/li>\n<li class=\"toc-level-3\">6.4.23 Baidu Inc.<\/li>\n<li class=\"toc-level-3\">6.4.24 Huawei Technologies Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.25 Samsung Electronics Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.26 Graphcore Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.27 Cerebras Systems Inc.<\/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>\ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>Mordor Intelligence\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 2025\ub144 2,287\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 2,722\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 6,504\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 19.02%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \uc0dd\uc131\ud615 AI \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uae30\ub85d\uc801\uc778 \uc218\uc694, \uc591\uc790 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ub300\ud55c \uacf5\uacf5 \uc790\uae08 \uc9c0\uc6d0 \ud655\ub300, \uc0b0\uc5c5\uc6a9 \uc0ac\ubb3c \uc778\ud130\ub137(IoT) \uc0ac\uc6a9 \uc0ac\ub840\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc904\uc774\ub294 \uc5e3\uc9c0 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ub9ac\uc18c\uc2a4\uc758 \uae34\ubc00\ud55c \ud1b5\ud569\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc8fc\uc694 \uc9c0\ud45c<\/p>\n<p>*   \uc870\uc0ac \uae30\uac04: 2020\ub144 &#8211; 2031\ub144<br \/>\n*   2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 2,287\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 2,722\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 6,504\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031): 19.02% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \ubd81\ubbf8<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p>2. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>\ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc2a4\ucf00\uc77c\ub9c1 \uc218\uc694 \uae09\uc99d (+5.2% CAGR \uc601\ud5a5): \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM) \ubc0f \uc774\ubbf8\uc9c0 \uc0dd\uc131\uae30\uac00 \uc2e4\ub9ac\ucf58 \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uba70, Blackwell\uae09 \ud504\ub85c\uc138\uc11c\uc640 \uc804\uc6a9 AI \uc778\uc2a4\ud134\uc2a4 \ucd9c\uc2dc\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub294 \uc800\uc9c0\uc5f0 \ub124\ud2b8\uc6cc\ud0b9 \ubc0f \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\ub97c \ubc88\ub4e4\ub85c \uc81c\uacf5\ud558\uc5ec \uc911\uc18c\uae30\uc5c5\ub3c4 \uc5d1\uc0ac\uc2a4\ucf00\uc77c \uc6a9\ub7c9\uc5d0 \uc811\uadfc\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc591\uc790 \uae30\uc220 \ud5c8\ube0c\uc5d0 \ub300\ud55c \uc815\ubd80 \uc790\uae08 \uc9c0\uc6d0 \ud655\ub300 (+3.8% CAGR \uc601\ud5a5): \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\uc758 6\uc5b5 2,500\ub9cc \ub2ec\ub7ec \uc9c0\uc6d0, \uc601\uad6d, \uc77c\ubcf8, \uc778\ub3c4\uc758 \uc591\uc790 \uc608\uc0b0 \ud655\ub300 \ub4f1 \uac01\uad6d \uc815\ubd80\uc758 \ud22c\uc790\ub294 \uc591\uc790 \uc5f0\uad6c \ubc0f \uac1c\ubc1c\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud050\ube44\ud2b8 \uc5f0\uacb0\uc131, \uadf9\uc800\uc628 \ud328\ud0a4\uc9d5, \uc624\ub958 \uc644\ud654 \uc54c\uace0\ub9ac\uc998 \ubd84\uc57c\uc758 \ud2b9\ud5c8 \ucd9c\uc6d0\uc744 \uc99d\uac00\uc2dc\ud0a4\uba70 \uc2dc\uc7a5\uc5d0 \uc9c0\uc18d\uc801\uc778 \ub3d9\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd08\uc800\uc9c0\uc5f0 IoT\ub97c \uc704\ud55c \uc5e3\uc9c0-\ud074\ub77c\uc6b0\ub4dc \uc735\ud569 (+2.7% CAGR \uc601\ud5a5): 2025\ub144 \uc5f0\uacb0\ub41c \uc7a5\uce58\uc5d0\uc11c \uc0dd\uc131\ub41c \ub370\uc774\ud130\uc758 \uc57d 5\ubd84\uc758 1\uc774 \uc911\uc559 \ub370\uc774\ud130 \uc13c\ud130 \uc678\ubd80\uc5d0\uc11c \ucc98\ub9ac\ub418\uc5c8\uc73c\uba70, 5G\uc5d0\uc11c 5.5G\ub85c\uc758 \uc804\ud658\uc5d0 \ub530\ub77c \uc774 \ube44\uc911\uc740 \ub354\uc6b1 \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \uc0b0\uc5c5\uc6a9 \uae30\uc5c5\ub4e4\uc740 \uacf5\uc7a5 \uac8c\uc774\ud2b8\uc6e8\uc774\uc5d0 AI \uac00\uc18d\uae30\ub97c \ub0b4\uc7a5\ud558\uc5ec \uacb0\ud568 \uac10\uc9c0 \uc2dc\uac04\uc744 10\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc73c\ub85c \ub2e8\ucd95\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc790\uc728 \uc8fc\ud589, \uc2a4\ub9c8\ud2b8 \uadf8\ub9ac\ub4dc, \uc6d0\uaca9 \uc758\ub8cc \ubd84\uc57c\uc758 \ud53c\ub4dc\ubc31 \ub8e8\ud504\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud074\ub77c\uc6b0\ub4dc \ud06c\ub808\ub527 \ubc0f \uc624\ud508 IP \uce69\ub81b\uc744 \ud1b5\ud55c GPU \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \ud558\ub77d (+1.9% CAGR \uc601\ud5a5): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 AI \uc778\uc2a4\ud134\uc2a4 \ube44\uc6a9 \ud560\uc778 \ud504\ub85c\uadf8\ub7a8\uacfc \ubaa8\ub4c8\ud615 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub294 GPU\uc758 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uba74\uc11c\ub3c4 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uc5ec \uad6c\ub9e4\uc790 \uae30\ubc18\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\ubc00\ub3c4 HPC \ub799\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc561\uccb4 \ub0c9\uac01 \uae30\uc220 \ubc1c\uc804 (+1.3% CAGR \uc601\ud5a5): \ubd81\ubbf8, \uc720\ub7fd, \ub3d9\uc544\uc2dc\uc544 \uc9c0\uc5ed\uc5d0\uc11c \uc561\uccb4 \ub0c9\uac01 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uace0\ubc00\ub3c4 HPC \uc2dc\uc2a4\ud15c \uad6c\ucd95\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \ud3d0\uae30\ub41c AI \uac00\uc18d\uae30 \uc911\uace0 \uc2dc\uc7a5 \ud615\uc131 (+0.8% CAGR \uc601\ud5a5): \uc2e0\ud765 \uc2dc\uc7a5\uc744 \uc911\uc2ec\uc73c\ub85c \ud3d0\uae30\ub41c AI \uac00\uc18d\uae30\uc758 \uc911\uace0 \uc2dc\uc7a5\uc774 \ud615\uc131\ub418\uc5b4 \uc2dc\uc7a5 \uc811\uadfc\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc131\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc591\uc790 \uae30\uc220 \uc219\ub828 \uc778\ub825 \ubd80\uc871 (\u20132.1% CAGR \uc601\ud5a5): \uc591\uc790 \uc54c\uace0\ub9ac\uc998 \uc124\uacc4\ub294 \ubb3c\ub9ac\ud559, \uc218\ud559, \ucef4\ud4e8\ud130 \uacfc\ud559\uc758 \uc735\ud569\uc744 \uc694\uad6c\ud558\uc9c0\ub9cc, \uc8fc\ub958 \uad50\uc721 \uacfc\uc815\uc5d0\uc11c\ub294 \uc774 \uc138 \uac00\uc9c0\ub97c \ubaa8\ub450 \ub2e4\ub8e8\ub294 \uacbd\uc6b0\uac00 \ub4dc\ubb45\ub2c8\ub2e4. \uc774\ub294 \uc554\ud638\ud654, \ucd5c\uc801\ud654, \uc7ac\ub8cc \uacfc\ud559 \ubd84\uc57c\uc758 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0\uc744 \ucd08\ub798\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc774\uc885 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ub300\ud55c \ub192\uc740 CAPEX \ubc0f \ud1b5\ud569 \uc704\ud5d8 (\u20131.8% CAGR \uc601\ud5a5): \ub2e4\uc591\ud55c \ucef4\ud4e8\ud305 \ud328\ub7ec\ub2e4\uc784\uacfc \ubc30\ud3ec \ubaa8\ub4dc\ub97c \ud1b5\ud569\ud558\ub294 \ub370 \ud544\uc694\ud55c \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9\uacfc \ubcf5\uc7a1\uc131\uc740 \uc2dc\uc7a5 \ud655\uc7a5\uc744 \uc81c\uc57d\ud569\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825\ub9dd \ubc0f \ud5c8\uac00 \ubcd1\ubaa9 \ud604\uc0c1 (\u20131.6% CAGR \uc601\ud5a5): \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \uc18c\ube44\ub7c9 \uae09\uc99d\uc73c\ub85c \uc778\ud574 \ubd81\ubbf8, \uc720\ub7fd \ub4f1 \uc77c\ubd80 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uc0c8\ub85c\uc6b4 \uc804\ub825\ub9dd \uc5f0\uacb0\uc5d0 \uc218\ub144\uc774 \uc18c\uc694\ub418\ub294 \ub300\uae30 \uc2dc\uac04\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud074\ub7ec\uc2a4\ud130 \ubc30\ud3ec\ub97c \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc6a9\ub7c9\uc744 \uc81c\uacf5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c\uc758 \uc785\uc9c0 \uacb0\uc815\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 HBM \ubc0f GPU \ucd9c\ud558\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c (\u20131.2% CAGR \uc601\ud5a5): \uc911\uad6d\uacfc \ub7ec\uc2dc\uc544\uc5d0 \uc9d1\uc911\ub41c \ucca8\ub2e8 HBM \ubc0f GPU \ucd9c\ud558\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c\ub294 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc758 \ud655\uc7a5\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uad6c\uc131 \uc694\uc18c\ubcc4 (By Component): \ud558\ub4dc\uc6e8\uc5b4 \uc6b0\uc704 \uc18d \uc11c\ube44\uc2a4 \uac00\uc18d\ud654<br \/>\n    *   \ud558\ub4dc\uc6e8\uc5b4: 2025\ub144 \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 46.60%\ub97c \ucc28\uc9c0\ud558\uba70 1,065\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. GPU, \ud150\uc11c \ucc98\ub9ac \uc7a5\uce58(TPU), \ud3ec\ud1a0\ub2c9 \uc778\ud130\ucee4\ub125\ud2b8 \ucc44\ud0dd\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. \uc5d1\uc0ac\uc2a4\ucf00\uc77c\uae09 \ubcf4\ub4dc\ub294 HBM \uc2a4\ud0dd\uc744 \ud1b5\ud569\ud558\uc5ec \ub300\uc5ed\ud3ed\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uace0 \ubaa8\ub378 \ud6c8\ub828 \ubc30\uce58 \ud06c\uae30\ub97c 10\ubc30 \ud655\uc7a5\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc11c\ube44\uc2a4: 2031\ub144\uae4c\uc9c0 23.78%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\ud0a4\ud14d\ucc98 \uc124\uacc4, \ubcf4\uc548 \ubc30\ud3ec, \uc218\uba85 \uc8fc\uae30 \uad00\ub9ac \ub4f1 \ubcf5\uc7a1\ud55c \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d\uc744 \ud574\uacb0\ud558\uba70, \uad00\ub9ac\ud615 \uc591\uc790 \uc6cc\ud06c\ub85c\ub4dc, AI \ud30c\uc774\ud504\ub77c\uc778 \ucd5c\uc801\ud654, \uc0ac\uc804 \uc608\ubc29\uc801 \ub0c9\uac01 \ubd84\uc11d \ub4f1\uc774 \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucef4\ud4e8\ud305 \ud328\ub7ec\ub2e4\uc784\ubcc4 (By Computing Paradigm): \uc591\uc790 \ubaa8\uba58\ud140\uc774 HPC \uc9c0\ubc30\ub825 \uc7ac\ud3b8<br \/>\n    *   \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC): 2025\ub144 \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 40.70%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc0c1 \ubaa8\ub378\ub9c1, \uc720\uccb4 \uc5ed\ud559, \uae08\uc735 \uc704\ud5d8 \ubd84\uc11d \ub4f1 \uae30\uc874 \ubd84\uc57c\uc758 \ud655\uace0\ud55c \uc870\ub2ec \uc8fc\uae30\uc5d0 \ud798\uc785\uc5b4 x86 \ub610\ub294 Arm CPU\uc640 \ucc28\uc138\ub300 GPU\ub97c \uacb0\ud569\ud55c \uc5d1\uc0ac\uc2a4\ucf00\uc77c \uc2dc\uc2a4\ud15c\uc774 \ucd9c\uc2dc\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc591\uc790 \ucef4\ud4e8\ud305: 34.05%\uc758 \uac00\uc7a5 \uac00\ud30c\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. D-Wave\uc758 5,000\uac1c \uc774\uc0c1 \ud050\ube44\ud2b8 \uc5b4\ub2d0\ub7ec \ucd9c\uc2dc, \ud2b8\ub7a9\ub4dc \uc774\uc628 \ubc0f \uc911\uc131 \uc6d0\uc790 \uae30\ubc18 \ud504\ub85c\ud1a0\ud0c0\uc785\uc5d0 \ub300\ud55c \ubca4\ucc98 \uc790\uae08 \uc720\uce58 \ub4f1\uc774 \ud65c\ubc1c\ud569\ub2c8\ub2e4. \ucd08\uae30 \ud558\uc774\ube0c\ub9ac\ub4dc \ud30c\uc77c\ub7ff\uc740 \uace0\uae08\uc735 \uc704\ud5d8 \ubaa8\ub378\uc5d0\uc11c \ubaac\ud14c\uce74\ub97c\ub85c \uc2dc\ubbac\ub808\uc774\uc158 \uc218\ub834\uc744 \uac00\uc18d\ud654\ud558\ub294 \ub4f1 \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \ubaa8\ub4dc\ubcc4 (By Deployment Mode): \uc628\ud504\ub808\ubbf8\uc2a4 \uc6b0\uc704 \uc18d \ud074\ub77c\uc6b0\ub4dc \ud0c4\ub825\uc131<br \/>\n    *   \uc628\ud504\ub808\ubbf8\uc2a4: 2025\ub144 \uc9c0\ucd9c\uc758 55.60%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uad6d\ubc29, \uae08\uc735, \uc720\uc804\uccb4\ud559 \uc5f0\uad6c\uc18c \ub4f1 \uacb0\uc815\ub860\uc801 \uc131\ub2a5\uacfc \uaddc\uc81c \ud1b5\uc81c\uac00 \ud544\uc694\ud55c \ubd84\uc57c\uc5d0\uc11c \uc120\ud638\ub429\ub2c8\ub2e4.<br \/>\n    *   \ud074\ub77c\uc6b0\ub4dc: 27.4%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub294 4-GPU \uba54\uc790\ub2cc \uce74\ub4dc \ubc0f \uc561\uccb4 \ub0c9\uac01 \uc100\uc2dc\ub97c \uc628\ub514\ub9e8\ub4dc SKU\ub85c \uc81c\uacf5\ud558\uc5ec \uac00\uc18d\uae30 \ubc00\ub3c4\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \ubaa8\ub378 \ud6c8\ub828\uc744 \uc704\ud574 \uc6d0\uaca9 \ud074\ub7ec\uc2a4\ud130\ub97c \ud65c\uc6a9\ud558\uace0, \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\ub294 \ube44\uc6a9 \uad00\ub9ac\ub97c \uc704\ud574 \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \uc804\ud658\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\ub7b5\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 (By End-User Industry): BFSI \uaddc\ubaa8\uc640 \ud5ec\uc2a4\ucf00\uc5b4 \ubbfc\ucca9\uc131 \uade0\ud615<br \/>\n    *   BFSI (\uc740\ud589, \uae08\uc735 \uc11c\ube44\uc2a4 \ubc0f \ubcf4\ud5d8): 2025\ub144 \ub9e4\ucd9c\uc758 20.80%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc54c\uace0\ub9ac\uc998 \ud2b8\ub808\uc774\ub529 \ub370\uc2a4\ud06c\ub294 \ub9c8\uc774\ud06c\ub85c\ucd08 \ub2e8\uc704\uc758 \uc751\ub2f5 \uc2dc\uac04\uc744 \uc694\uad6c\ud558\uba70, \uc591\uc790 \uc548\uc804 \uc554\ud638\ud654\ub97c \ud1b5\ud574 \ub370\uc774\ud130 \ubcf4\uc548\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559: 31.05%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR \uada4\uc801\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc29\uc0ac\uc120\uacfc\uc5d0\uc11c\ub294 \uc774\ubbf8\uc9c0 \ud68d\ub4dd \uc2dc\uc810\uc5d0 AI \ucd94\ub860\uc744 \ubc30\ud3ec\ud558\uc5ec \uc9c4\ub2e8 \ub300\uae30 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc73c\uba70, \ub300\ud615 \ubc14\uc774\uc624 \uc81c\uc57d \ud68c\uc0ac\ub4e4\uc740 \ub2e8\ubc31\uc9c8 \uc811\ud798 LLM\uc744 \ud65c\uc6a9\ud55c \uc2e0\uc57d \uac1c\ubc1c \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 40.80%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc774 \uc9c0\uc5ed \uc9c0\ucd9c\uc758 \uc57d 4\ubd84\uc758 3\uc744 \ucc28\uc9c0\ud558\uba70, \uacf5\uacf5 \uc790\uae08 \uc9c0\uc6d0, \ud48d\ubd80\ud55c \ubca4\ucc98 \uce90\ud53c\ud0c8, \uc9c0\ubc30\uc801\uc778 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\ub4e4\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2031\ub144\uae4c\uc9c0 22.45%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc778\uc13c\ud2f0\ube0c\uc640 \uc591\uc790 \uc5f0\uad6c \ud3a0\ub85c\uc6b0\uc2ed\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \uc2f1\uac00\ud3ec\ub974, \uc2dc\ub4dc\ub2c8, \ubb44\ubc14\uc774\uc5d0\uc11c AI \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \ucf54\ub85c\ucf00\uc774\uc158 \ud654\uc774\ud2b8 \uc2a4\ud398\uc774\uc2a4\ub97c \ub450 \ubc30\ub85c \ub298\ub9b4 \uacc4\ud68d\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub514\uc9c0\ud138 \uc8fc\uad8c\uacfc \ud658\uacbd \uad00\ub9ac\ub97c \uacb0\ud569\ud55c \ud1b5\ud569 \uc0b0\uc5c5 \uc804\ub7b5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \ud504\ub77c\uc6b4\ud638\ud37c \uc5f0\uad6c\uc18c\ub294 \uc11c\ube0c\uc640\ud2b8 \ucd94\ub860\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \ub274\ub85c\ubaa8\ud53d \ud504\ub85c\ud1a0\ud0c0\uc785\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\uc73c\uba70, \ud504\ub791\uc2a4 \uc5f0\uad6c\uc18c\ub294 \ud3ec\ud1a0\ub2c9 \uae30\ubc18 \uc591\uc790 \ub77c\uc6b0\ud130\ub97c \uc2dc\ubc94 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc804\uccb4 \ub9e4\ucd9c\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc \ud2c8\uc0c8 \ud601\uc2e0 \uae30\uc5c5\ub4e4\ub3c4 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   NVIDIA: \uc9c0\uc18d\uc801\uc778 GPU, \uc778\ud130\ucee4\ub125\ud2b8 \ubc0f \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud574 \uc5d4\ud130\ud504\ub77c\uc774\uc988 AI \uac00\uc18d\uae30 \ud558\uc704 \uc138\uadf8\uba3c\ud2b8\uc758 \uac70\uc758 80%\ub97c \uc810\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AMD: \ubaa8\ub4c8\ud615 \uce69\ub81b \uae30\ubc18 GPU\ub85c \uacbd\uc7c1\ub825 \uc788\ub294 \ucc98\ub9ac\ub7c9\uacfc \ub0ae\uc740 \ube44\uc6a9\uc744 \uc81c\uacf5\ud558\uba70 \ub3c4\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   Intel: HPC\ub97c \uc704\ud55c Ponte Vecchio \uba40\ud2f0\ucf54\uc5b4 \ud0c0\uc77c\uc744 \uac1c\uc120\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uc0dd \uae30\uc5c5: Cerebras Systems\ub294 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uc5d4\uc9c4\uc744 \uc0ac\uc6a9\ud558\uc5ec \ud2b9\uc218 \uc790\uc5f0\uc5b4 \ubaa8\ub378 \ucd94\ub860\uc744 \uc81c\uacf5\ud558\uba70 \uacf5\uae09\uc5c5\uccb4 \uc635\uc158\uc744 \ub2e4\uc591\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc591\uc790 \ud558\ub4dc\uc6e8\uc5b4 \uacbd\uc7c1 \uc2ec\ud654: IonQ\ub294 \uc554\ud638\ud654 \uc804\ubb38 \uae30\uc5c5\uc778 ID Quantique\ub97c \uc778\uc218\ud558\uc5ec \uc591\uc790 \uc548\uc804 \ub124\ud2b8\uc6cc\ud0b9\uacfc \ud2b8\ub7a9\ub4dc \uc774\uc628 \ud504\ub85c\uc138\uc11c\ub97c \ubc88\ub4e4\ub85c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uc131 \uc6d0\uc790 \uc81c\uacf5\uc5c5\uccb4\uc778 QuEra\ub294 100\ub9cc \uac1c \uc774\uc0c1\uc758 \ubb3c\ub9ac\uc801 \ud050\ube44\ud2b8\ub97c \ucd08\uacfc\ud558\ub294 \ub0b4\uacb0\ud568\uc131 \uc5b4\ub808\uc774 \uad6c\ucd95\uc744 \uc704\ud574 \ub300\uaddc\ubaa8 \uc790\uae08 \uc870\ub2ec\uc744 \uc644\ub8cc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\ud3c9\uc801 \uc81c\ud734 \ud655\ub300: Eaton\uacfc Siemens Energy\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucea0\ud37c\uc2a4\ub97c \uc704\ud55c 50% \ub0ae\uc740 \ubc30\ucd9c\ub7c9 \ubc1c\uc804\uc18c \uc544\ud0a4\ud14d\ucc98\ub97c \uac1c\ubc1c\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \ud30c\uc6b4\ub4dc\ub9ac\uc640 \ud611\ub825\ud558\uc5ec \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4\ub97c \ud328\ud0a4\uc9d5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\ud559\uc81c\uc801 \ubca4\ucc98\ub294 \ub2e8\uc77c \uad6c\uc131 \uc694\uc18c \uacbd\uc7c1\uc5d0\uc11c \uc2e4\ub9ac\ucf58, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \ud3ec\uad04\ud558\ub294 \uc218\uc9c1 \ud1b5\ud569 \uc2a4\ud0dd\uc73c\ub85c \uacbd\uc7c1\uc758 \ucd08\uc810\uc744 \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uc8fc\uc694 \uae30\uc5c5 \ubc0f \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5:<br \/>\n*   Amazon Web Services Inc.<br \/>\n*   Alphabet Inc. (Google Cloud)<br \/>\n*   Microsoft Corp.<br \/>\n   *   IBM Corp.<br \/>\n*   NVIDIA Corp.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2025\ub144 6\uc6d4: Eaton\uacfc Siemens Energy\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub97c \uc704\ud55c \uacf5\ub3d9 \uc804\ub825 \uad00\ub9ac \uccad\uc0ac\uc9c4\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: DuPont\uc740 AI \uc11c\ubc84\uc6a9 \ucca8\ub2e8 \uae30\ud310 \ud654\ud559 \ubb3c\uc9c8\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Delta\ub294 92% \ud6a8\uc728\uc758 AI \ub370\uc774\ud130 \uc13c\ud130 \uc194\ub8e8\uc158\uc744 \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: IonQ\ub294 \uc591\uc790 \uc548\uc804 \ub124\ud2b8\uc6cc\ud0b9\uc744 \uc704\ud574 ID Quantique \uc778\uc218\ub97c \ucd94\uc9c4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: NVIDIA\ub294 AI \uacf5\uc7a5\uc744 \uc704\ud55c 800V HVDC \uc544\ud0a4\ud14d\ucc98\ub97c \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860\uc801\uc73c\ub85c, \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 \uc0dd\uc131\ud615 AI, \uc591\uc790 \uae30\uc220, \uc5e3\uc9c0-\ud074\ub77c\uc6b0\ub4dc \uc735\ud569 \ub4f1 \ud601\uc2e0\uc801\uc778 \uae30\uc220 \ubc1c\uc804\uacfc \uc815\ubd80 \ubc0f \ubbfc\uac04 \ud22c\uc790\ub97c \ubc14\ud0d5\uc73c\ub85c \uae09\uaca9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4 \ubd80\ubb38\uc774 \uc5ec\uc804\ud788 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc11c\ube44\uc2a4 \ubd80\ubb38\uc758 \ube60\ub978 \uc131\uc7a5\uacfc \uc591\uc790 \ucef4\ud4e8\ud305\uc758 \ubd80\uc0c1\uc740 \uc2dc\uc7a5\uc758 \uc5ed\ub3d9\uc801\uc778 \ubcc0\ud654\ub97c \uc608\uace0\ud569\ub2c8\ub2e4. \ubd81\ubbf8\uac00 \ud604\uc7ac \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc9c0\ub9cc, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uba70 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub825 \ubd80\uc871, \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9, \uc804\ub825 \uc778\ud504\ub77c \uc81c\uc57d \ub4f1\uc758 \ub3c4\uc804 \uacfc\uc81c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uae30\uc220 \ud601\uc2e0\uacfc \uc804\ub7b5\uc801 \uc81c\ud734\ub97c \ud1b5\ud574 \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 \uc9c0\uc18d\uc801\uc73c\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \uc2dc\uc7a5\uc740 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC), \ud000\ud140 \ucef4\ud4e8\ud305, \uad11\ud559\/\ud3ec\ud1a0\ub2c9 \ucef4\ud4e8\ud305, \ub274\ub85c\ubaa8\ud53d \ucef4\ud4e8\ud305, \uc5e3\uc9c0\/\ub2c8\uc5b4-\uc5e3\uc9c0 \ucef4\ud4e8\ud305, \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uac00\uc18d \ucef4\ud4e8\ud305 \ub4f1 \ub2e4\uc591\ud55c \ucef4\ud4e8\ud305 \ud328\ub7ec\ub2e4\uc784\uc744 \ud3ec\ud568\ud558\uba70, \ud558\ub4dc\uc6e8\uc5b4, \uc2dc\uc2a4\ud15c \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uad00\ub9ac\ud615 \uc11c\ube44\uc2a4\ub85c \uad6c\uc131\ub429\ub2c8\ub2e4. \uc18c\ube44\uc790\uc6a9 PC \ubc0f \uc804\uc6a9 \uac8c\uc784 \ucf58\uc194\uc740 \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud658\uacbd \ubc0f \ub3d9\uc778\/\uc81c\uc57d \uc694\uc778<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc2a4\ucf00\uc77c\ub9c1\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d, \ud000\ud140 \uae30\uc220 \ud5c8\ube0c\uc5d0 \ub300\ud55c \uc815\ubd80 \uc790\uae08 \uc9c0\uc6d0 \ud655\ub300, \ucd08\uc800\uc9c0\uc5f0 IoT\ub97c \uc704\ud55c \uc5e3\uc9c0-\ud074\ub77c\uc6b0\ub4dc \uc735\ud569, \ud074\ub77c\uc6b0\ub4dc \ud06c\ub808\ub527 \ubc0f \uc624\ud508 IP \uce69\ub81b\uc744 \ud1b5\ud55c GPU \ucd1d\uc18c\uc720\ube44\uc6a9(TCO) \ud558\ub77d, \uace0\ubc00\ub3c4 HPC \ub799\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc561\uccb4 \ub0c9\uac01 \uae30\uc220 \ubc1c\uc804, \uadf8\ub9ac\uace0 \ud3d0\uae30\ub41c AI \uac00\uc18d\uae30\uc6a9 2\ucc28 \uc2dc\uc7a5 \ud615\uc131 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\ubc18\uba74, \ud000\ud140 \uc804\ubb38 \uc778\ub825 \ubd80\uc871, \uc774\uae30\uc885 \ud074\ub7ec\uc2a4\ud130 \uad6c\ucd95\uc744 \uc704\ud55c \ub192\uc740 CAPEX(\uc790\ubcf8 \uc9c0\ucd9c) \ubc0f \ud1b5\ud569 \uc704\ud5d8, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\ub825 \uacf5\uae09 \ubc0f \uc778\ud5c8\uac00 \ubcd1\ubaa9 \ud604\uc0c1, \ucca8\ub2e8 HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \ubc0f GPU \ucd9c\ud558\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5 \ubc0f \ud22c\uc790 \ubd84\uc11d\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<br \/>\n\ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 2026\ub144 2,722.8\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 6,504.8\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uad6c\uc131 \uc694\uc18c\ubcc4: \uc11c\ube44\uc2a4 \ubd80\ubb38\uc774 \uc5f0\ud3c9\uade0 23.78%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uae30\uc5c5\ub4e4\uc774 \ud1b5\ud569, \ucd5c\uc801\ud654 \ubc0f \uad00\ub9ac\ud615 \uc6b4\uc601 \uc804\ubb38 \uc9c0\uc2dd\uc744 \ucd94\uad6c\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4(\ud504\ub85c\uc138\uc11c \ubc0f \uac00\uc18d\uae30, \uba54\ubaa8\ub9ac \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0, \uc0c1\ud638 \uc5f0\uacb0 \ubc0f \ub124\ud2b8\uc6cc\ud0b9, \uc5f4 \ubc0f \uc804\ub825 \uc194\ub8e8\uc158)\uc640 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub610\ud55c \uc911\uc694\ud55c \uad6c\uc131 \uc694\uc18c\uc785\ub2c8\ub2e4.<br \/>\n*   \ucef4\ud4e8\ud305 \ud328\ub7ec\ub2e4\uc784\ubcc4: \ud000\ud140 \ucef4\ud4e8\ud305 \uc194\ub8e8\uc158\uc740 \uc5f0\ud3c9\uade0 34.05%\ub85c \uac00\uc7a5 \uc5ed\ub3d9\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. HPC, \uad11\ud559\/\ud3ec\ud1a0\ub2c9 \ucef4\ud4e8\ud305, \ub274\ub85c\ubaa8\ud53d \ucef4\ud4e8\ud305, \uc5e3\uc9c0\/\ub2c8\uc5b4-\uc5e3\uc9c0 \ucef4\ud4e8\ud305, \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uac00\uc18d \ucef4\ud4e8\ud305, \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uae30\ud0c0 \uc2e0\ud765 \ucef4\ud4e8\ud305 \ud328\ub7ec\ub2e4\uc784\ub3c4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \ubaa8\ub4dc\ubcc4: \ubcf4\uc548 \uc758\ubb34 \ubc0f \ud655\uc815\uc801 \uc131\ub2a5 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uac00 2025\ub144 \uc9c0\ucd9c\uc758 55.60%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ubc30\ud3ec\ub3c4 \uc911\uc694\ud55c \ubd80\ubd84\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: BFSI, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ubbf8\ub514\uc5b4 \ubc0f \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8, IT \ubc0f \ud1b5\uc2e0, \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798, \uc81c\uc870 \ubc0f \uc0b0\uc5c5, \uc815\ubd80 \ubc0f \uacf5\uacf5 \ubd80\ubb38 \ub4f1 \uad11\ubc94\uc704\ud55c \uc0b0\uc5c5 \ubd84\uc57c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ud000\ud140 \uc5f0\uad6c \uc790\uae08 \uc9c0\uc6d0 \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc6a9\ub7c9 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 22.45%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\ub3c4 \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<br \/>\n\ubcf4\uace0\uc11c\ub294 Alibaba Group Holding Ltd., Amazon Web Services Inc., Alphabet Inc. (Google Cloud), Microsoft Corp., IBM Corp., NVIDIA Corp., Intel Corp., Advanced Micro Devices Inc., Cisco Systems Inc., Oracle Corp., Hewlett Packard Enterprise, Dell Technologies, Samsung Electronics Co. Ltd. \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \uc0c1\uc138\ud55c \ud504\ub85c\ud544\uacfc \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud558\uc5ec \uacbd\uc7c1 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860 \ubc0f \uc2e0\ub8b0\uc131<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uce69 \uc124\uacc4\uc790, \ud074\ub77c\uc6b0\ub4dc \uc6b4\uc601\uc790, \ud000\ud140 \uc2a4\ud0c0\ud2b8\uc5c5, CIO \ub4f1\uacfc\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 OECD, UN Comtrade, IEEE Xplore \ub4f1 \uad11\ubc94\uc704\ud55c \uacf5\uac1c \ub370\uc774\ud130 \ubc0f \uae30\uc5c5 \uc7ac\ubb34 \uc790\ub8cc\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud55c \uacac\uace0\ud55c \ubc29\ubc95\ub860\uc744 \ucc44\ud0dd\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \ubaa8\ub378, \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d, \uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9c0\uba70, \ub9e4\ub144 \ub370\uc774\ud130\ub97c \uc5c5\ub370\uc774\ud2b8\ud558\uace0 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\uc640\uc758 \uc9c1\uc811\uc801\uc778 \ub300\ud654\ub97c \ud1b5\ud574 \uac80\uc99d\ud558\uc5ec \ub192\uc740 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. Mordor Intelligence\ub294 \ud22c\uba85\ud55c \uc5f0\uad6c \ubc94\uc704 \uc124\uc815, \ub9e4\ub144 \ubcc0\uc218 \uc7ac\uac80\ud1a0, \uc2dc\uc7a5 \ucc38\uc5ec\uc790\uc640\uc758 \uc9c1\uc811\uc801\uc778 \ub300\ud654\ub97c \ud1b5\ud55c \ub370\uc774\ud130 \uc0bc\uc911 \uac80\uc99d\uc744 \ud1b5\ud574 \uade0\ud615 \uc7a1\ud788\uace0 \uc7ac\ud604 \uac00\ub2a5\ud55c \uc2dc\uc7a5 \uae30\uc900\uc120\uc744 \uc81c\uacf5\ud558\uc5ec \uc758\uc0ac \uacb0\uc815\uc790\ub4e4\uc774 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ud000\ud140 \uae30\uc220 \ucc44\ud0dd\uc758 \uac00\uc7a5 \ud070 \uc81c\uc57d\uc740 \ud000\ud140 \uc804\ubb38 \uc778\ub825 \ubd80\uc871\uc73c\ub85c, \uc774\ub294 \uc804\uccb4 \uc2dc\uc7a5\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uc57d 2.1% \uac10\uc18c\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\ub97c \uc81c\uc2dc\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-45944","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\/45944"}],"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=45944"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/45944\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=45944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=45944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=45944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}