{"id":46412,"date":"2026-02-19T07:26:56","date_gmt":"2026-02-19T07:26:56","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/consumer-electronics-mlcc-market-mordor\/"},"modified":"2026-09-25T10:37:52","modified_gmt":"2026-09-25T01:37:52","slug":"consumer-electronics-mlcc-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/consumer-electronics-mlcc-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc18c\ube44\uc790 \uac00\uc804 MLCC \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\/logo_1709711429604.png\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/consumer-electronics-mlcc-market-size-image-1770984074753.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 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \uc8fc\ub958 \uc18c\ud615 \uc804\uc790\uc81c\ud488 \ubd90<\/li>\n<li class=\"toc-level-3\">4.2.2 \ucd08\uc800-ESL \ub514\ucee4\ud50c\ub9c1\uc744 \uc694\uad6c\ud558\ub294 5G \ubc0f Wi-Fi 7 \ubb34\uc120 \uc544\ud0a4\ud14d\ucc98<\/li>\n<li class=\"toc-level-3\">4.2.3 AI \uc911\uc2ec \uc5e3\uc9c0 \uc7a5\uce58\ub85c\uc758 \uc804\ud658\uc73c\ub85c \ubcf4\ub4dc\ub2f9 MLCC \ud568\ub7c9 \ub450 \ubc30 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uace0\uc6a9\ub7c9 X7R\/X5R \uc81c\ud488 \ub77c\uc778\uc73c\ub85c\uc758 \uacf5\uae09\ub9dd \ud1b5\ud569<\/li>\n<li class=\"toc-level-3\">4.2.5 SiP \ubaa8\ub4c8\uc6a9 \uc778\ud328\ud0a4\uc9c0 \ub79c\ub4dc \uce21 MLCC \uc124\uacc4 \uc2b9\ub9ac<\/li>\n<li class=\"toc-level-3\">4.2.6 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM) \ud578\ub4dc\uc14b \ucd94\ub860\uc774 2 \u00d7 DDR-\ub808\uc77c \uc815\uc804\uc6a9\ub7c9 \uc774\uc0c1\uc744 \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 \uc9c0\uc18d\uc801\uc778 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \ub9ac\ub4dc \ud0c0\uc784 \uc5f0\uc7a5<\/li>\n<li class=\"toc-level-3\">4.3.2 DC-\ubc14\uc774\uc5b4\uc2a4 \uc720\ub3c4 \ub514\ub808\uc774\ud305\uc73c\ub85c \uc778\ud55c \uc720\ud6a8 \uc815\uc804\uc6a9\ub7c9 \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc587\uc740 OLED \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uc74c\ud5a5 \ub178\uc774\uc988 \uaddc\uc815 \uc900\uc218<\/li>\n<li class=\"toc-level-3\">4.3.4 ESG \uad00\ub828 \ud2f0\ud0c4\uc0b0 \ubc14\ub968 \uc870\ub2ec \uc81c\ud55c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.6 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\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 \uc720\uc804\uccb4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud074\ub798\uc2a4 1<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud074\ub798\uc2a4 2<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucf00\uc774\uc2a4 \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 201<\/li>\n<li class=\"toc-level-3\">5.2.2 402<\/li>\n<li class=\"toc-level-3\">5.2.3 603<\/li>\n<li class=\"toc-level-3\">5.2.4 1005<\/li>\n<li class=\"toc-level-3\">5.2.5 1210<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0 \ucf00\uc774\uc2a4 \ud06c\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc804\uc555\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc800\uc804\uc555 (100V \uc774\ud558)<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc911\uc804\uc555 (100 \u2013 500V)<\/li>\n<li class=\"toc-level-3\">5.3.3 \uace0\uc804\uc555 (500V \ucd08\uacfc)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 MLCC \uc2e4\uc7a5 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uba54\ud0c8 \ucea1<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub798\ub514\uc5bc \ub9ac\ub4dc<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud45c\uba74 \uc2e4\uc7a5<\/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 \ubd81\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uae30\ud0c0 \uc138\uacc4 \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 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\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)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \ubb34\ub77c\ud0c0 \uc81c\uc791\uc18c<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc0bc\uc131\uc804\uae30<\/li>\n<li class=\"toc-level-3\">6.4.3 TDK \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.4 \uad50\uc138\ub77c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.5 \ud0c0\uc774\uc694 \uc720\ub374<\/li>\n<li class=\"toc-level-3\">6.4.6 \uc57c\uac8c\uc624 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc648\uc2e0 \ud14c\ud06c\ub180\ub85c\uc9c0 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.8 \ube44\uc170\uc774 \uc778\ud130\ud14c\ud06c\ub180\ub85c\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.9 KEMET \ucf54\ud37c\ub808\uc774\uc158 (\uc57c\uac8c\uc624 \uacc4\uc5f4\uc0ac)<\/li>\n<li class=\"toc-level-3\">6.4.10 \ub2c8\ud3f0 \ucf00\ubbf8\ucf58 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.11 \uc0bc\ud654\ucf58\ub374\uc11c \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.12 \ud30c\ub098\uc18c\ub2c9 \ud640\ub529\uc2a4 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.13 \ud640\ub9ac \uc2a4\ud1a4 \uc5d4\ud130\ud504\ub77c\uc774\uc988<\/li>\n<li class=\"toc-level-3\">6.4.14 \ub2e4\ud3f0 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.15 \ud391\ud654 \ucca8\ub2e8 \uae30\uc220 \ud640\ub529\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.16 \ucc28\uc624\uc800\uc6b0 \uc4f0\ub9ac\uc11c\ud074 (\uadf8\ub8f9)<\/li>\n<li class=\"toc-level-3\">6.4.17 \ubdd4\ub974\ud2b8 \uc77c\ub809\ud2b8\ub85c\ub2c9 GmbH &#038; Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.18 \ub9c8\ub8e8\uc640<\/li>\n<li class=\"toc-level-3\">6.4.19 AVX \ucef4\ud3ec\ub10c\uce20 \ucf54\ud37c\ub808\uc774\uc158 (\uad50\uc138\ub77c AVX \ucef4\ud3ec\ub10c\uce20 \ucf54\ud37c\ub808\uc774\uc158)<\/li>\n<li class=\"toc-level-3\">6.4.20 \uc120\uc804 \uc704\uc591 \ud14c\ud06c\ub180\ub85c\uc9c0<\/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>\uac00\uc804\uc81c\ud488 MLCC \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uac00\uc804\uc81c\ud488 MLCC(\uc801\uce35 \uc138\ub77c\ubbf9 \ucee4\ud328\uc2dc\ud130) \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2031\ub144\uae4c\uc9c0\uc758 \uc804\ub9dd\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc720\uc804\uccb4 \uc720\ud615, \ucf00\uc774\uc2a4 \ud06c\uae30, \uc804\uc555, MLCC \uc2e4\uc7a5 \ubc29\uc2dd \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uac00\uc804\uc81c\ud488 MLCC \uc2dc\uc7a5\uc740 2025\ub144 140.5\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 163.2\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 344.9\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 16.15%\ub97c \uae30\ub85d\ud558\ub294 \ub192\uc740 \uc131\uc7a5\uc138\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub418\uba70, \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>\uac00\uc804\uc81c\ud488 MLCC \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>*   \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14\uc758 \uc8fc\ub958 \ubbf8\ub2c8 \uc804\uc790\uc81c\ud488 \ubd90: \uae30\uae30 \uc18c\ud615\ud654 \ucd94\uc138\uc5d0 \ub530\ub77c MLCC \ud0d1\uc7ac\ub7c9\uc774 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub9ac\ubbf8\uc5c4 \uc2a4\ub9c8\ud2b8\ud3f0\uc5d0\ub294 1,500~2,000\uac1c, \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\ub294 300~400\uac1c\uc758 MLCC\uac00 \ud1b5\ud569\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0bc\uc131\uc758 AEC-Q200 \uc778\uc99d 1005 MLCC(2.2\u00b5F, 10V)\uc640 \uad50\uc138\ub77c\uc758 0201 10\u00b5F MLCC\ub294 \uac01\uac01 \uc790\ub3d9\ucc28 \ub4f1\uae09\uc758 \uc2e0\ub8b0\uc131\uacfc 40%\uc758 \ubd80\ud53c \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uc18c\ud615\ud654 \ubc0f \uace0\uc131\ub2a5 \uc694\uad6c\ub97c \ucda9\uc871\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5G \ubc0f Wi-Fi 7 \ubb34\uc120 \uc544\ud0a4\ud14d\ucc98\uc758 \ucd08\uc800 ESL(\ub4f1\uac00 \uc9c1\ub82c \uc778\ub355\ud134\uc2a4) \ub514\ucee4\ud50c\ub9c1 \uc694\uad6c: \ubc00\ub9ac\ubbf8\ud130\ud30c 5G \ud578\ub4dc\uc14b\uc740 \uba40\ud2f0 \uae30\uac00\ud5e4\ub974\uce20 \uc804\ub825 \uc99d\ud3ed\uae30 \uc2a4\uc704\uce6d \uc548\uc815\ud654\ub97c \uc704\ud574 100 pH \ubbf8\ub9cc\uc758 ESL\uc744 \uc81c\uacf5\ud558\ub294 \ub514\ucee4\ud50c\ub9c1 \ucee4\ud328\uc2dc\ud130\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. Wi-Fi 7 \uc561\uc138\uc2a4 \ud3ec\uc778\ud2b8\ub294 Wi-Fi 6 \ubaa8\ub378\ubcf4\ub2e4 3~4\ubc30 \ub354 \ub9ce\uc740 \uace0\uc8fc\ud30c MLCC\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uc911\uc2ec \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4\ub85c\uc758 \uc804\ud658 \ubc0f \ubcf4\ub4dc\ub2f9 MLCC \ucf58\ud150\uce20 2\ubc30 \uc99d\uac00: \uc628\ub514\ubc14\uc774\uc2a4 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM) \ucd94\ub860\uc740 \uc21c\uac04\uc801\uc778 \uc804\ub958 \uc218\uc694\ub97c \uae09\uc99d\uc2dc\ucf1c LPDDR \uc804\uc6d0 \ub808\uc77c\uc5d0 \uace0\ubc00\ub3c4 MLCC \uc5b4\ub808\uc774\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc0bc\uc131\uc758 \ucd5c\uc2e0 LPDDR5X \uba54\ubaa8\ub9ac \ubaa8\ub4c8\uc740 \ube44(\u975e) AI \ubcc0\ud615\ubcf4\ub2e4 2\ubc30 \uc774\uc0c1 \ub9ce\uc740 \ucc44\ub110\ub2f9 \ucd5c\ub300 20\uac1c\uc758 \ub514\ucee4\ud50c\ub7ec\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uace0\uc6a9\ub7c9 X7R\/X5R \uc81c\ud488 \ub77c\uc778\uc73c\ub85c\uc758 \uacf5\uae09\ub9dd \ud1b5\ud569: 2\ucc28 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc800\uc6a9\ub7c9 \uc81c\ud488 \ub77c\uc778\uc5d0\uc11c \ubc97\uc5b4\ub098 47\u00b5F~100\u00b5F \ubc94\uc704\uc758 0603 X7R \ubd80\ud488\uacfc \uac19\uc740 \uace0\uc6a9\ub7c9 \uc81c\ud488\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Yageo\uc758 \uc804\ub7b5\uc801 \uc778\uc218\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4, \uc790\ub3d9\ucc28 \ub4f1\uae09 MLCC\ub85c\uc758 \uc804\ud658\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uc18c\uc218\uc758 \uae00\ub85c\ubc8c MLCC \uacf5\uae09\uc5c5\uccb4\uac00 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\ub294 \uacfc\uc810 \uccb4\uc81c\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   SiP(System-in-Package) \ubaa8\ub4c8\uc6a9 \uc778\ud328\ud0a4\uc9c0 \ub79c\ub4dc\uc0ac\uc774\ub4dc MLCC \ub514\uc790\uc778 \ucc44\ud0dd: \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ud5c8\ube0c\ub97c \uc911\uc2ec\uc73c\ub85c \uc778\ud328\ud0a4\uc9c0 MLCC\uc758 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378 \ud578\ub4dc\uc14b \ucd94\ub860\uc73c\ub85c \uc778\ud55c DDR \ub808\uc77c \ucee4\ud328\uc2dc\ud134\uc2a4 2\ubc30 \uc774\uc0c1 \uc99d\uac00: \ud504\ub9ac\ubbf8\uc5c4 \uae30\uae30 \ubd80\ubb38\uc5d0\uc11c LLM \ud578\ub4dc\uc14b\uc758 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \uc704\ud574 DDR \ub808\uc77c \ucee4\ud328\uc2dc\ud134\uc2a4\uac00 \ud06c\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc9c0\uc18d\uc801\uc778 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \ub9ac\ub4dc \ud0c0\uc784 \uc5f0\uc7a5: \uacf5\uae09 \ubd80\uc871 \uc2dc MLCC \ud604\ubb3c \uac00\uaca9\uc774 200~400% \ubcc0\ub3d9\ud560 \uc218 \uc788\uc5b4 \uc911\uacac OEM\uc758 \uc0dd\uc0b0 \uacc4\ud68d\uc5d0 \uc5b4\ub824\uc6c0\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \ud2c8\uc0c8 \ubd80\ud488\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc740 26\uc8fc \uc774\uc0c1\uc73c\ub85c \uae38\uc5b4\uc838 \uc7ac\uace0 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   DC-\ubc14\uc774\uc5b4\uc2a4 \uc720\ub3c4 \ub514\ub808\uc774\ud305\uc73c\ub85c \uc778\ud55c \uc720\ud6a8 \ucee4\ud328\uc2dc\ud134\uc2a4 \uac10\uc18c: Class 2 X7R \ucee4\ud328\uc2dc\ud130\ub294 \uc815\uaca9 \uc804\uc555\uc758 80%\uc5d0\uc11c \uacf5\uce6d \uac12\uc758 \ucd5c\ub300 70%\ub97c \uc190\uc2e4\ud560 \uc218 \uc788\uc5b4, \uc124\uacc4 \uc2dc 3~4\ubc30\uc758 \uc624\ubc84\uc0ac\uc774\uc9d5\uc774 \ud544\uc694\ud558\uba70 \uc774\ub294 BOM \uc608\uc0b0\uacfc \ubcf4\ub4dc \uba74\uc801\uc5d0 \uc555\ubc15\uc744 \uc90d\ub2c8\ub2e4.<br \/>\n*   \uc587\uc740 OLED \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uc74c\ud5a5 \ub178\uc774\uc988 \uaddc\uc815 \uc900\uc218: \ud504\ub9ac\ubbf8\uc5c4 \uae30\uae30 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc74c\ud5a5 \ub178\uc774\uc988 \uaddc\uc815 \uc900\uc218\uac00 \uc911\uc694\ud55c \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uad00\ub828 \ubc14\ub968-\ud2f0\ud0c0\ub284 \uc870\ub2ec \uc81c\ud55c: \ubc14\ub968-\ud2f0\ud0c0\ub284 \uacf5\uae09\uc774 \uc911\uad6d\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uc7a5\uae30\uc801\uc778 \uacf5\uae09\ub9dd \uc704\ud5d8\uc744 \ub0b4\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc720\uc804\uccb4 \uc720\ud615\ubcc4:<br \/>\n    *   Class 1: 2025\ub144 \uac00\uc804\uc81c\ud488 MLCC \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 62.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 17.12%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc800\uc190\uc2e4, \uc628\ub3c4 \uc548\uc815\uc131 C0G\/NP0 \uc720\uc804\uccb4\ub294 5G RF \uc2e0\ub514\uc0ac\uc774\uc800\uc5d0 \ud544\uc218\uc801\uc774\uba70, \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uc704\uc0c1 \ubc30\uc5f4 \uc548\ud14c\ub098 \ud1b5\ud569 \uc99d\uac00\ub85c \uc218\uc694\uac00 \uc99d\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ub4f1\uae09 C0G \ubcc0\ud615\uc5d0 \ub300\ud55c OEM \uc120\ud638\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n    *   Class 2 (X7R): \ub300\ub7c9 \ub514\ucee4\ud50c\ub9c1\uc5d0 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc, \uace0\ub9c8\uc9c4 Class 1 \uc81c\ud488\uc5d0 \uac00\uce58 \uc810\uc720\uc728\uc744 \uc591\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucf00\uc774\uc2a4 \ud06c\uae30\ubcc4:<br \/>\n    *   0201: 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 55.68%\ub85c \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4.<br \/>\n    *   0402: 2031\ub144\uae4c\uc9c0 16.83%\uc758 CAGR\ub85c \ubaa8\ub4e0 \ud06c\uae30 \uc911 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uacf5\uac04 \uc808\uc57d\uacfc \uace0\uc6a9\ub7c9 \uacf5\uc7a5\uc5d0\uc11c\uc758 \uc870\ub9bd \uc218\uc728 \uac1c\uc120 \uac04\uc758 \uade0\ud615\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<br \/>\n    *   0603~1210: \uace0\uc804\uc555 \ub4f1\uae09\uc774 \ud544\uc218\uc801\uc778 \ubc30\ud130\ub9ac \uce21 \ud544\ud130\ub9c1 \ub4f1\uc5d0\uc11c \uc5ec\uc804\ud788 \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uc804\uc555 \ub4f1\uae09\ubcc4:<br \/>\n    *   \uc800\uc804\uc555 (100V \uc774\ud558): 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 58.74%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 16.91%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 \ubaa8\ubc14\uc77c \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc774 12V \uc774\ud558\uc5d0\uc11c \uc791\ub3d9\ud558\uba70, USB-C \uace0\uc18d \ucda9\uc804 \ucee8\ud2b8\ub864\ub7ec(20V\/5A)\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \ud504\ub85c\ud30c\uc77c\uc740 \ub0ae\uc740 ESL\uacfc \ub192\uc740 \ub9ac\ud50c \uc804\ub958 \uc6a9\ub7c9\uc744 \uac00\uc9c4 \ucee4\ud328\uc2dc\ud130\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc911\uc804\uc555 (100-500V): GaN \uace0\uc18d \ucda9\uc804 \ubaa8\ub4c8\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n    *   \uace0\uc804\uc555 (500V \uc774\uc0c1): OLED \ub4dc\ub77c\uc774\ubc84 \ubcf4\ub4dc\uc640 \uac19\uc740 \ud2c8\uc0c8 \uc2dc\uc7a5\uc5d0 \uba38\ubb3c\ub7ec \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e4\uc7a5 \ubc29\uc2dd\ubcc4:<br \/>\n    *   \ud45c\uba74 \uc2e4\uc7a5(SMT): 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 41.15%\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uba54\ud0c8 \ucea1(Metal-Cap): 2031\ub144\uae4c\uc9c0 16.58%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud504\ub9ac\ubbf8\uc5c4 \ud3f0\uc758 \ub099\ud558 \ud14c\uc2a4\ud2b8 \uae30\uc900\uc774 \uac15\ud654\ub418\uba74\uc11c \uba54\ud0c8 \ucea1 MLCC\ub294 \uc9c4\ub3d9 \ud14c\uc2a4\ud2b8\uc5d0\uc11c \ubcf4\ub4dc \uade0\uc5f4\uc744 80% \uac10\uc18c\uc2dc\ucf1c \ud578\ub4dc\uc14b \uc81c\uc870\uc5c5\uccb4\ub4e4\uc5d0\uac8c \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4.<br \/>\n    *   \ub798\ub514\uc5bc \ub9ac\ub4dc: \uc624\ub514\uc624 \uc7a5\ube44\uc5d0\uc11c \ub9c8\uc774\ud06c\ub85c\ud3ec\ub2c9\uc2a4(microphonics)\ub97c \ucd5c\uc18c\ud654\ud558\uae30 \uc704\ud574 \uc5ec\uc804\ud788 \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \ub9e4\ucd9c\uc758 56.95%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc2b5\ub2c8\ub2e4. \ud50c\ub798\uadf8\uc2ed \ud3f0 \ubcf4\uae09\ub960\uc774 85%\ub97c \ucd08\uacfc\ud558\uace0, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc5d0 AI \uac00\uc18d\uae30 \uce74\ub4dc\uac00 \ud1b5\ud569\ub418\uba74\uc11c \ubcf4\ub4dc\ub2f9 MLCC \uc0ac\uc6a9\ub7c9\uc774 4\ubc30 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ubc38\ub9ac \uce69 \uc124\uacc4\uc790\uc640 1\ucc28 \ucee4\ud328\uc2dc\ud130 \uacf5\uae09\uc5c5\uccb4 \uac04\uc758 \uae34\ubc00\ud55c \ud611\ub825\uc740 \uc11c\ube0c-100 pH ESL \ubd80\ud488\uc758 \uc870\uae30 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 17.05%\uc758 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 \ucd5c\ub300 \uc81c\uc870 \uae30\uc9c0\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc218\uc694 \uc911\uc2ec\uc9c0\uc785\ub2c8\ub2e4. \uc77c\ubcf8 \ubc0f \ud55c\uad6d \uae30\uc5c5\uc758 \ub9d0\ub808\uc774\uc2dc\uc544, \ud544\ub9ac\ud540, \ubca0\ud2b8\ub0a8 \ud22c\uc790\ub85c \uace0\uc6a9\ub7c9 X7R\/X5R \ub77c\uc778 \uc0dd\uc0b0\uc774 \ud655\ub300\ub418\uace0 \uc788\uc73c\uba70, \uc911\uad6d OEM\uc758 \uc911\uae09 \uc2a4\ub9c8\ud2b8\ud3f0 \uaddc\ubaa8 \ud655\uc7a5\uc740 \ubb3c\ub7c9 \uc548\uc815\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ub300\ub9cc\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uacf5\uc7a5\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\ub3c4 \uc778\ud328\ud0a4\uc9c0 MLCC \ud601\uc2e0\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd \ubc0f \uae30\ud0c0 \uc9c0\uc5ed: \uc808\ub300\uc801\uc778 \ubb3c\ub7c9\uc5d0\uc11c\ub294 \ub4a4\ucc98\uc9c0\uc9c0\ub9cc, \uc790\ub3d9\ucc28 \uc804\uc7a5\ud654 \ubc0f \uc0b0\uc5c5 \uc790\ub3d9\ud654\uc640 \ud558\uc774\uc5d4\ub4dc \uac00\uc804\uc81c\ud488\uc758 \uc911\ubcf5\uc73c\ub85c \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ub3c5\uc77c OEM\uc740 \uc2e0\ub8b0\uc131\uc744 \ucc28\ubcc4\ud654\ud558\uae30 \uc704\ud574 \ud504\ub9ac\ubbf8\uc5c4 \ubb34\uc120 \uc774\uc5b4\ud3f0\uc5d0 AEC-Q200 MLCC\ub97c \uc9c0\uc815\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \uc2a4\ub9c8\ud2b8\ud3f0 \uc870\ub9bd \ud5c8\ube0c\ub294 \uc544\ud504\ub9ac\uce74 \ubc0f \ub3d9\uc720\ub7fd\uc73c\ub85c\uc758 \uc138\uae08 \uc6b0\ub300 \ucd5c\uc885 \ub2e8\uc704 \ucd9c\ud558\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uac00\uc804\uc81c\ud488 MLCC \uc2dc\uc7a5\uc740 \ubb34\ub77c\ud0c0(\uc57d 34%), \uc0bc\uc131\uc804\uae30(24%), TDK(\uc57d 12%)\uac00 \uc9c0\ubc30\ud558\ub294 \uacfc\uc810 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uaddc\ubaa8\uc758 \uacbd\uc81c, \ub3c5\uc810\uc801\uc778 \uc720\uc804\uccb4 \ud654\ud559, \ud3d0\uc1c4\ud615 \uc6d0\uc790\uc7ac \uacf5\uae09\ub9dd\uc740 \ud6c4\ubc1c \uc8fc\uc790\ub4e4\uc5d0\uac8c \uc0c1\ub2f9\ud55c \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \uc644\uc804 \uc790\ub3d9\ud654\ub41c \ud074\ub9b0\ub8f8 \ub77c\uc778, AI \uae30\ubc18 \ube44\uc804 \uac80\uc0ac \uc2dc\uc2a4\ud15c, \uc11c\ube0c-1\u00b5m \uc720\uc804\uccb4 \uce35 \uc18c\uc131\uc774 \uac00\ub2a5\ud55c \ucc28\uc138\ub300 \uc18c\uacb0\ub85c\uc5d0 \uc804\ub7b5\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubb34\ub77c\ud0c0\ub294 460\uc5b5 \uc5d4 \uaddc\ubaa8\uc758 \ubaa8\ub9ac\uc57c\ub9c8 \ud601\uc2e0 \uc13c\ud130\ub97c 2026\ub144\uc5d0 \uac00\ub3d9\ud558\uc5ec \ucd08\uc18c\ud615 \uace0\uc6a9\ub7c9 \ubd80\ud488 \uc0dd\uc0b0\uc5d0 \uc9d1\uc911\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc804\uae30\ub294 \ud3f4\ub354\ube14 \ud3f0\uacfc \uc5e3\uc9c0 AI \ub178\ud2b8\ubd81\uc744 \uaca8\ub0e5\ud558\uc5ec 0201 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud574 5\ucc9c\uc5b5 \uc6d0\uc744 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TDK\ub294 \uc911\uad6d\uc5d0\uc11c \uc790\ub3d9\ucc28 \ub4f1\uae09 MLCC \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub824 \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \ubaa8\ub4c8\uacfc \ucd5c\uace0\uae09 \uac00\uc804\uc81c\ud488 \uac04\uc758 \uad50\ucc28 \ubd80\ubb38 \uc2dc\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Walsin \ubc0f Kyocera\uc640 \uac19\uc740 \uc18c\uaddc\ubaa8 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \ucd08\uc800 ESL \ub610\ub294 \ub79c\ub4dc\uc0ac\uc774\ub4dc \uc784\ubca0\ub514\ub4dc MLCC\uc640 \uac19\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Yageo\uc758 2024\ub144 \uc778\uc218 \ud65c\ub3d9\uc744 \ud3ec\ud568\ud55c \uc218\uc9c1 \ud1b5\ud569 \uc6c0\uc9c1\uc784\uc740 \uc911\uae30\uc801\uc73c\ub85c 6~7\uac1c \ud50c\ub808\uc774\uc5b4 \uc2dc\uc7a5\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c OEM\uc758 \uc704\ud5d8 \uc644\ud654 \uc804\ub7b5\uc740 \ud575\uc2ec \ud48b\ud504\ub9b0\ud2b8\uc758 \uc774\uc911 \uc18c\uc2f1\uacfc \ub2e4\ub144 \uc6a9\ub7c9 \uc608\uc57d \uacc4\uc57d \uccb4\uacb0\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 2\uc6d4: \uc0bc\uc131\uc804\uae30\ub294 LiDAR\uc6a9 AEC-Q200 MLCC(1005 \uc0ac\uc774\uc988, 10V\uc5d0\uc11c 2.2\u00b5F)\ub97c \ucd5c\ucd08\ub85c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \ubb34\ub77c\ud0c0\ub294 \uc790\ub3d9\ud654\ub41c MLCC \uc81c\uc870\ub97c \ubaa9\ud45c\ub85c 460\uc5b5 \uc5d4 \uaddc\ubaa8\uc758 \ubaa8\ub9ac\uc57c\ub9c8 \ud601\uc2e0 \uc13c\ud130\ub97c \uc644\uacf5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: TDK\ub294 \uc790\ub3d9\ucc28 \ubc0f \ud504\ub9ac\ubbf8\uc5c4 \uac00\uc804\uc81c\ud488\uacfc\uc758 \uc911\ubcf5\uc744 \uc704\ud574 \uc911\uad6d MLCC \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc5d0 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 10\uc6d4: Yageo\ub294 Shibaura Electronics \uc778\uc218\ub97c \uc644\ub8cc\ud558\uc5ec \uace0\uc6a9\ub7c9 MLCC \ubd84\uc57c\uc758 \uc218\uc9c1 \ud1b5\ud569\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uacbd\uc7c1 \uad6c\ub3c4\ub294 \uac00\uc804\uc81c\ud488 MLCC \uc2dc\uc7a5\uc774 \uae30\uc220 \ud601\uc2e0\uacfc \uc804\ub7b5\uc801 \ud22c\uc790\ub97c \ud1b5\ud574 \uc9c0\uc18d\uc801\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 MLCC(\uc801\uce35 \uc138\ub77c\ubbf9 \ucee4\ud328\uc2dc\ud130) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uc131\uc7a5 \uc608\uce21 \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc804\ub9dd \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\uc18c\ube44\uc790 \uac00\uc804 MLCC \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 16.15%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 344\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, \ud504\ub9ac\ubbf8\uc5c4 \uc2a4\ub9c8\ud2b8\ud3f0\uc5d0\uc11c\ub294 \uc628\ub3c4 \ubc0f \uc804\uc555 \uc548\uc815\uc131\uc774 \ub6f0\uc5b4\ub09c Class 1 C0G\/NP0 MLCC\uac00 62.10%\uc758 \uc810\uc720\uc728\ub85c \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \ub610\ud55c, \uc18c\ud615\ud654\uc640 \uc870\ub9bd \uc218\uc728\uc758 \uade0\ud615\uc744 \uc774\ub8e8\ub294 0402 MLCC\ub294 2031\ub144\uae4c\uc9c0 16.83%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uba70 0201 \uc7a5\uce58 \ub300\ube44 \uac15\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc5ed\ub0b4 \uacf5\uae09\uc5c5\uccb4\uc758 \uace0\uc6a9\ub7c9 \ub77c\uc778 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 17.05%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. AI \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \ud655\uc0b0\uc740 \uc804\ub825 \ub808\uc77c\uc5d0 \ub354 \uc870\ubc00\ud558\uace0 \uace0\uc6a9\ub7c9\uc758 \ub514\ucee4\ud50c\ub9c1\uc774 \ud544\uc694\ud574\uc9c0\uba74\uc11c \ud578\ub4dc\uc14b\ub2f9 MLCC \uc0ac\uc6a9\ub7c9\uc744 \ub450 \ubc30\ub85c \uc99d\uac00\uc2dc\ud0a4\ub294 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\nMLCC \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \ubbf8\ub2c8 \uc804\uc790\uc81c\ud488 \uc218\uc694 \uc99d\uac00, 5G \ubc0f Wi-Fi 7 \ubb34\uc120 \uc544\ud0a4\ud14d\ucc98\uc758 \ucd08\uc800ESL(\ub4f1\uac00 \uc9c1\ub82c \uc778\ub355\ud134\uc2a4) \ub514\ucee4\ud50c\ub9c1 \uc694\uad6c, AI \uc911\uc2ec \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4\uc758 \ubcf4\ub4dc\ub2f9 MLCC \ucf58\ud150\uce20 \ub450 \ubc30 \uc99d\uac00, \uace0\uc6a9\ub7c9 X7R\/X5R \uc81c\ud488 \ub77c\uc778\uc73c\ub85c\uc758 \uacf5\uae09\ub9dd \ud1b5\ud569, SiP(System-in-Package) \ubaa8\ub4c8\uc6a9 \uc778\ud328\ud0a4\uc9c0 \ub79c\ub4dc\uc0ac\uc774\ub4dc MLCC \uc124\uacc4 \ucc44\ud0dd, \uadf8\ub9ac\uace0 LLM(\ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378) \ud578\ub4dc\uc14b \ucd94\ub860\uc73c\ub85c \uc778\ud55c DDR-\ub808\uc77c \ucee4\ud328\uc2dc\ud134\uc2a4 \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc9c0\uc18d\uc801\uc778 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \ub9ac\ub4dc \ud0c0\uc784 \uc5f0\uc7a5, DC-\ubc14\uc774\uc5b4\uc2a4 \uc720\ub3c4 \ub514\ub808\uc774\ud305\uc73c\ub85c \uc778\ud55c \uc720\ud6a8 \ucee4\ud328\uc2dc\ud134\uc2a4 \uac10\uc18c, \uc587\uc740 OLED \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uc74c\ud5a5 \ub178\uc774\uc988 \uaddc\uc81c \uc900\uc218, ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870)\uc640 \uc5f0\uacc4\ub41c \ubc14\ub968 \ud2f0\ud0c0\ub124\uc774\ud2b8(barium-titanate) \uc18c\uc2f1 \uc81c\ud55c \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \ubd84\uc11d \ubc94\uc704:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc720\uc804\uccb4 \uc720\ud615(Class 1, Class 2), \ucf00\uc774\uc2a4 \ud06c\uae30(0201, 0402, 0603, 1005, 1210 \ub4f1), \uc804\uc555(\uc800\uc804\uc555, \uc911\uc804\uc555, \uace0\uc804\uc555), MLCC \uc2e4\uc7a5 \uc720\ud615(\uba54\ud0c8 \ucea1, \ub798\ub514\uc5bc \ub9ac\ub4dc, \ud45c\uba74 \uc2e4\uc7a5), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uae30\ud0c0 \uc9c0\uc5ed)\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5, \uaddc\uc81c \ud658\uacbd \ubc0f \uae30\uc220 \uc804\ub9dd\uc744 \ud3ec\ud568\ud55c \uc2dc\uc7a5 \ud658\uacbd\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8e8\uba70, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f Murata Manufacturing Co., Ltd., Samsung Electro-Mechanics Co., Ltd., TDK Corporation, Kyocera Corporation, Taiyo Yuden Co., Ltd., Yageo Corporation \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uac01 \uae30\uc5c5 \ud504\ub85c\ud544\uc5d0\ub294 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \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 \uc0ac\ud56d \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c \ubc29\ubc95\ub860\uc740 MLCC \uc2dc\uc7a5\uc744 \uc774\ud574\ud558\uae30 \uc704\ud55c \ud575\uc2ec \ub370\uc774\ud130 \ud3ec\uc778\ud2b8 \uc2dd\ubcc4, \uc608\uce21 \ubaa8\ub378 \uad6c\ucd95\uc5d0 \ud544\uc218\uc801\uc778 \ud575\uc2ec \ubcc0\uc218(\ub9ac\ub4dc \ud0c0\uc784, \uc6d0\uc790\uc7ac \uac00\uaca9 \ucd94\uc138, \uc790\ub3d9\ucc28 \ubc0f \uac00\uc804 \ud310\ub9e4 \ub370\uc774\ud130 \ub4f1) \uc124\uc815, \uc0dd\uc0b0 \ub370\uc774\ud130 \ubc0f \uc0b0\uc5c5 \ub3d9\ud5a5 \ubcc0\uc218\ub97c \ud1b5\ud569\ud55c \uc2dc\uc7a5 \ucd94\uc815 \ubaa8\ub378 \uad6c\ucd95, \uadf8\ub9ac\uace0 \uad11\ubc94\uc704\ud55c 1\ucc28 \uc5f0\uad6c \uc804\ubb38\uac00 \ub124\ud2b8\uc6cc\ud06c\ub97c \ud1b5\ud55c \ubaa8\ub4e0 \uc2dc\uc7a5 \uc218\uce58 \ubc0f \ubcc0\uc218 \uac80\uc99d \uacfc\uc815\uc744 \ud3ec\ud568\ud558\ub294 \uacac\uace0\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ub530\ub985\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\nMLCC \uc2dc\uc7a5\uc740 \uc2a4\ub9c8\ud2b8\ud3f0, \uc6e8\uc5b4\ub7ec\ube14, 5G, AI \ub4f1 \ub2e4\uc591\ud55c \ucca8\ub2e8 \uc804\uc790 \uae30\uae30\uc758 \ubc1c\uc804\uacfc \ud568\uaed8 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc774 \uc608\uc0c1\ub418\uba70, \ud2b9\ud788 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uae30\uc220\uc801 \uc694\uad6c\uc0ac\ud56d\uc758 \uc99d\uac00\uc640 \ud568\uaed8 \uc2dc\uc7a5\uc758 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc740 \uae0d\uc815\uc801\uc785\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-46412","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\/46412"}],"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=46412"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46412\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46412"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46412"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46412"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}