{"id":46445,"date":"2026-02-19T07:47:10","date_gmt":"2026-02-19T07:47:10","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/communication-logic-integrated-circuits-market-mordor\/"},"modified":"2026-09-25T12:57:10","modified_gmt":"2026-09-25T03:57:10","slug":"communication-logic-integrated-circuits-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/communication-logic-integrated-circuits-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud1b5\uc2e0 \ub17c\ub9ac \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d \u2013 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026 &#8211; 2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/communication-logic-integrated-circuits-market-1723439574763-ComLIC.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\/communication-logic-integrated-circuits-market-size-image-1770984037376.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 \ud604\ud669<\/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 \uc544\uc2dc\uc544 IDM \uae30\uc5c5\ub4e4\uc758 5G RF-\ud504\ub860\ud2b8\uc5d4\ub4dc \uc124\uacc4 \uc218\uc8fc \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ubc30\ud130\ub9ac \uad6c\ub3d9 IoT \ub178\ub4dc\uc5d0\uc11c \uc800\uc804\ub825 \uc5e3\uc9c0 AI \ucf54\ud504\ub85c\uc138\uc11c \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uae30\uc5c5 \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130 \uc774\uc804\uc774 \uace0\uc18d SerDes \uc218\uc694 \uacac\uc778<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc790\ub3d9\ucc28 \uc874(Zonal) E\/E \uc544\ud0a4\ud14d\ucc98\uac00 \uace0\ub300\uc5ed\ud3ed \ucc28\ub7c9 \ub0b4 \ub124\ud2b8\uc6cc\ud0b9 IC\ub97c \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.5 Open-RAN \ubd84\ub9ac\uac00 \ud504\ub85c\uadf8\ub798\uba38\ube14 \ub85c\uc9c1 \uc7a5\uce58\uc5d0 \uc0c8\ub85c\uc6b4 \ubb3c\ub7c9 \ucc3d\ucd9c<\/li>\n<li class=\"toc-level-3\">4.2.6 \ubbf8\uad6d CHIPS \ubc95\uc548 \ubc0f EU \ubc18\ub3c4\uccb4 \ubc95\uc548\uc774 \ucca8\ub2e8 \ub85c\uc9c1 \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790\ub97c \ucd09\uc9c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.3.1 5nm \ub178\ub4dc \uc774\uc0c1\uc5d0\uc11c \ub9c8\uc2a4\ud06c \uc138\ud2b8 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 IP \uc218\ucd9c \ud1b5\uc81c\ub85c \uc911\uad6d\uc5d0 \ub300\ud55c \ucca8\ub2e8 \ub85c\uc9c1 \uacf5\uae09 \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 \uae30\uc220 \uc804\ub9dd (\ubaa8\uc5b4-\ub304-\ubb34\uc5b4, \uce69\ub81b, 2.5D \ud328\ud0a4\uc9d5)<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.7 \uac70\uc2dc \uacbd\uc81c \uc601\ud5a5 \ubd84\uc11d (\uc9c0\uc815\ud559\uc801, \uacf5\uae09\ub9dd)<\/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 IC \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub514\uc9c0\ud138 \ubc14\uc774\ud3f4\ub77c<\/li>\n<li class=\"toc-level-3\">5.1.2 MOS \ub85c\uc9c1<\/li>\n<li class=\"toc-level-4\">5.1.2.1 MOS \ubc94\uc6a9<\/li>\n<li class=\"toc-level-4\">5.1.2.2 MOS \uac8c\uc774\ud2b8 \uc5b4\ub808\uc774<\/li>\n<li class=\"toc-level-4\">5.1.2.3 MOS \ub4dc\ub77c\uc774\ubc84\/\ucee8\ud2b8\ub864\ub7ec<\/li>\n<li class=\"toc-level-4\">5.1.2.4 MOS \ud45c\uc900 \uc140<\/li>\n<li class=\"toc-level-4\">5.1.2.5 MOS \ud2b9\uc218 \ubaa9\uc801<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uacf5\uc815 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u226590 nm<\/li>\n<li class=\"toc-level-3\">5.2.2 65 \u2013 40 nm<\/li>\n<li class=\"toc-level-3\">5.2.3 32 \u2013 22 nm<\/li>\n<li class=\"toc-level-3\">5.2.4 16 \u2013 14 nm<\/li>\n<li class=\"toc-level-3\">5.2.5 10 \u2013 7 nm<\/li>\n<li class=\"toc-level-3\">5.2.6 \u22645 nm<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u2264150 mm<\/li>\n<li class=\"toc-level-3\">5.3.2 200 mm<\/li>\n<li class=\"toc-level-3\">5.3.3 300 mm<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud1b5\uc2e0 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac00\uc804\uc81c\ud488 \ubc0f \ubaa8\ubc14\uc77c \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.4.3 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc790\ub3d9\ucc28 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc0b0\uc5c5 \ubc0f IoT<\/li>\n<li class=\"toc-level-3\">5.4.6 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/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 \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 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \ubd81\uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uae30\ud0c0 \uc720\ub7fd<\/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 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/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 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/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 \uae30\ud0c0 \uc911\ub3d9<\/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<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\ud3ec\ud568: \uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\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, \ubc0f \ucd5c\uadfc \ub3d9\ud5a5)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Texas Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Analog Devices Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.5 NXP Semiconductors N.V.<\/li>\n<li class=\"toc-level-3\">6.4.6 Renesas Electronics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.7 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 On Semiconductor Corp.<\/li>\n<li class=\"toc-level-3\">6.4.9 Diodes Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Socionext Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.12 Marvell Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Qualcomm Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 MediaTek Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc0bc\uc131\uc804\uc790 (\uc2dc\uc2a4\ud15c LSI)<\/li>\n<li class=\"toc-level-3\">6.4.16 Lattice Semiconductor Corp.<\/li>\n<li class=\"toc-level-3\">6.4.17 Microchip Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Realtek Semiconductor Corp.<\/li>\n<li class=\"toc-level-3\">6.4.19 Silicon Labs<\/li>\n<li class=\"toc-level-3\">6.4.20 Skyworks Solutions Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 Cirrus Logic<\/li>\n<li class=\"toc-level-3\">6.4.22 Rohm Semiconductor<\/li>\n<li class=\"toc-level-3\">6.4.23 Silicon Motion Technology<\/li>\n<li class=\"toc-level-3\">6.4.24 MaxLinear 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>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c(Communication Logic Integrated Circuits) \uc2dc\uc7a5\uc740 2025\ub144 725\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 769.4\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 1,035.6\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.12%\ub97c \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\uad8c AI \uc778\ud504\ub77c\uc758 \uc2e0\uc18d\ud55c \uad6c\ucd95, \uc5e3\uc9c0 \uc911\uc2ec \ucef4\ud4e8\ud305 \ud1a0\ud3f4\ub85c\uc9c0\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 \ud2b9\uc218 \ubaa9\uc801\uc758 \ud1b5\uc2e0 \ub85c\uc9c1\uc744 \uc694\uad6c\ud558\ub294 5G \ud504\ub7f0\ud2b8\uc5d4\ub4dc \ubaa8\ub4c8\uc758 \ud655\uc0b0\uacfc \ubc00\uc811\ud558\uac8c \uc5f0\uad00\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ucc28\ub7c9 \ub370\uc774\ud130 \ud750\ub984\uc744 \uc7ac\ubd84\ubc30\ud558\ub294 \uc790\ub3d9\ucc28 \uc874(Zonal) \uc544\ud0a4\ud14d\ucc98\uc640 \uc800\uc9c0\uc5f0 AI \ucf54\ud504\ub85c\uc138\uc11c\ub97c \ud1b5\ud569\ud558\ub294 \ubc30\ud130\ub9ac \uc81c\uc57d\ud615 IoT \ub178\ub4dc\ub85c\ubd80\ud130 \ucd94\uac00\uc801\uc778 \uc131\uc7a5 \ub3d9\ub825\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uae30\uc874 \uc5f0\uacb0 \uce69\uc5d0\uc11c \uc2e0\ud638 \ucc98\ub9ac, \uc804\ub825 \uad00\ub9ac, AI \uac00\uc18d \uae30\ub2a5\uc744 \ub2e8\uc77c \uc7a5\uce58\uc5d0 \ud1b5\ud569\ud55c \uace0\uc9d1\uc801 \ucee8\ud2b8\ub864\ub7ec\ub85c \uc124\uacc4 \uc790\uc6d0\uc744 \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc774 \ucc28\uc138\ub300 \uc804\uc790\uc81c\ud488\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uc720\uc9c0\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d CHIPS Act \ubc0f EU Chips Act\uc5d0 \ub530\ub978 \uc790\ubcf8 \uc9c0\ucd9c \uc99d\uac00\ub294 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc758 \uade0\ud615\uc744 \uc7ac\uc870\uc815\ud558\uc5ec \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc758 \uc81c\uc870 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ub300\ub9cc\uacfc \ud55c\uad6d\uc758 \uc624\ub79c \ud30c\uc6b4\ub4dc\ub9ac \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \ud2b8\ub80c\ub4dc<\/p>\n<p>1. \uc544\uc2dc\uc544 IDM\uc758 5G RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc \uc124\uacc4 \uc218\uc8fc \uc99d\uac00:<br \/>\n\ud55c\uad6d, \ub300\ub9cc, \uc911\uad6d\uc758 \uac15\ub825\ud55c 5G \uae30\uc9c0\uad6d \uad6c\ucd95\uc740 \uc544\uc2dc\uc544 \ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM)\ub4e4\uc774 \uc11c\uad6c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc9c0\ubc30\ud588\ub358 \ube54\ud3ec\ubc0d \ubc0f \uc548\ud14c\ub098 \ud29c\ub2dd \uc18c\ucf13\uc744 \ud655\ubcf4\ud558\ub3c4\ub85d \uc7a5\ub824\ud588\uc2b5\ub2c8\ub2e4. MediaTek\uc740 RF \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\uc7a5\ud558\uace0 \uc9c0\uc5ed \ud30c\uc6b4\ub4dc\ub9ac\uc640 \ud611\ub825\ud558\uc5ec \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ubbf8\ub4dc\ub808\uc778\uc9c0 \ub178\ub4dc\ub97c \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc124\uacc4 \uc218\uc8fc\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc758 \uacf5\uae09\uc5c5\uccb4 \uc9d1\uc911\ub3c4\ub97c \ub0ae\ucd94\uace0, \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4 \uadfc\ucc98\uc5d0 \uc704\uce58\ud55c \uae30\uc5c5\uc73c\ub85c \uc870\ub2ec \uacb0\uc815\uc744 \uc804\ud658\ud558\uc5ec \ubb3c\ub958 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc774\uace0 \uc124\uacc4-\uc0dd\uc0b0 \uc8fc\uae30\ub97c \ub2e8\ucd95\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \ubc30\ud130\ub9ac \uad6c\ub3d9 IoT \ub178\ub4dc\uc5d0\uc11c \uc800\uc804\ub825 \uc5e3\uc9c0 AI \ucf54\ud504\ub85c\uc138\uc11c \uc218\uc694 \uae09\uc99d:<br \/>\n\uc0b0\uc5c5 \ubc0f \uc18c\ube44\uc790 \ud658\uacbd\uc5d0\uc11c \ubc30\ud130\ub9ac \uad6c\ub3d9 \uc13c\uc11c\uc758 \uc720\uc785\uc740 \ub7f0\ud0c0\uc784\uc744 \uc800\ud574\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c AI \ucd94\ub860 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \ucd08\uc800\uc804\ub825 \ud1b5\uc2e0 \ub85c\uc9c1\uc758 \uc911\uc694\uc131\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. Syntiant\uc758 Knowles Consumer MEMS \uc778\uc218\ub294 \uc0c1\uc5c5\uc801 \uc131\uacf5\uc774 \uc774\uc81c RF \uc778\ud130\ud398\uc774\uc2a4\uc640 \uc2e0\uacbd \ucd94\ub860 \uc5d4\uc9c4\uc758 \uacf5\ub3d9 \ucd5c\uc801\ud654\uc5d0 \ub2ec\ub824 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uad00\uc2ec \uc774\ubca4\ud2b8\uac00 \ubc1c\uc0dd\ud560 \ub54c\uae4c\uc9c0 \ub77c\ub514\uc624\ub97c \ube44\ud65c\uc131 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud558\ub294 &#8216;AI \uae30\ubc18 \uc6e8\uc774\ud06c\uc5c5&#8217; \uae30\ub2a5\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc774\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc744 \uc720\ube44\ucffc\ud130\uc2a4 \uc778\ud154\ub9ac\uc804\uc2a4 \ubc30\ud3ec\uc758 \ucd08\uc11d\uc73c\ub85c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130 \uc774\uc804\uc73c\ub85c \uace0\uc18d SerDes \uc218\uc694 \uc99d\uac00:<br \/>\n\uc5d4\ud130\ud504\ub77c\uc774\uc988 \ud074\ub77c\uc6b0\ub4dc \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc740 AI \ud6c8\ub828 \uc791\uc5c5\uc774 \uae30\uc874 \uc5f0\uacb0 \uc2e4\ub9ac\ucf58\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\ub294 \ubc84\uc2a4\ud2f0(bursty)\ud558\uace0 \uc9c0\uc5f0 \uc2dc\uac04\uc5d0 \ubbfc\uac10\ud55c \uc774\uc2a4\ud2b8-\uc6e8\uc2a4\ud2b8(east-west) \ud2b8\ub798\ud53d\uc744 \uc0dd\uc131\ud568\uc5d0 \ub530\ub77c \ub370\uc774\ud130\uc13c\ud130 \ub0b4 \ud2b8\ub798\ud53d \ud328\ud134\uc744 \ubcc0\ud654\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Marvell\uacfc Broadcom\uc740 \uac01\uac01 224Gbps SerDes \ub808\uc778\uacfc PCIe Gen 6 \ud328\ube0c\ub9ad\uc744 \ucd9c\uc2dc\ud558\uc5ec \ub799 \uc2a4\ucf00\uc77c GPU \ud074\ub7ec\uc2a4\ud130\uac00 \uba40\ud2f0 \ud14c\ub77c\ube44\ud2b8 \ucc98\ub9ac\ub7c9\uc73c\ub85c \ud1b5\uc2e0\ud560 \uc218 \uc788\ub3c4\ub85d \ud588\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc740 \uc808\ub300\uc801\uc778 \ud6a8\uc728\uc131\ubcf4\ub2e4 \uc640\ud2b8\ub2f9 \ub300\uc5ed\ud3ed\uc744 \uc6b0\uc120\uc2dc\ud558\uba70, \uc774\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc758 \uacac\uace0\ud55c \uc8fc\ubb38 \uc794\uace0\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc790\ub3d9\ucc28 \uc874(Zonal) E\/E \uc544\ud0a4\ud14d\ucc98 \ub3c4\uc785\uc73c\ub85c \uace0\ub300\uc5ed\ud3ed \ucc28\ub7c9 \ub0b4 \ub124\ud2b8\uc6cc\ud0b9 IC \uc218\uc694 \uc99d\ub300:<br \/>\nOEM\ub4e4\uc774 \ubd84\uc0b0\ud615 \uc804\uc790 \uc81c\uc5b4 \uc7a5\uce58(ECU)\uc5d0\uc11c \uc874 \ub3c4\uba54\uc778\uc73c\ub85c \uc804\ud658\ud558\uba74\uc11c \ucc28\ub7c9 \ub0b4\ubd80\uc758 \uc774\ub354\ub137 \ubc31\ubcf8 \ud2b8\ub798\ud53d\uc774 \uc99d\ud3ed\ub418\uc5c8\uc2b5\ub2c8\ub2e4. NXP\ub294 S32 \ub124\ud2b8\uc6cc\ud0b9 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\uc7a5\ud588\uace0, Infineon\uc740 RISC-V \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec\uc5d0 \ud1b5\uc2e0 \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc744 \ub0b4\uc7a5\ud558\uc5ec \ud63c\ud569 \uc784\uacc4 \ud2b8\ub798\ud53d \uc804\ubc18\uc5d0 \uac78\uccd0 \uacb0\uc815\ub860\uc801 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc694\uad6c\ud558\ub294 OEM \uc218\uc694\ub97c \ubc18\uc601\ud588\uc2b5\ub2c8\ub2e4. \uace0\uc18d \ubc31\ubcf8\uc740 \uc2dc\uac04 \ubbfc\uac10\ud615 \ub124\ud2b8\uc6cc\ud0b9(TSN) \ud655\uc7a5\uacfc \uacf5\uc874\ud558\uc5ec \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \uc2a4\ud2b8\ub9bc\uacfc \ud568\uaed8 \uc548\uc804 \uae30\ub2a5\uc744 \ubcf4\uc7a5\ud574\uc57c \ud558\ubbc0\ub85c, \ud1b5\uc2e0 \ub85c\uc9c1 \uacf5\uae09\uc5c5\uccb4\uc758 \uc124\uacc4 \ubcf5\uc7a1\uc131\uacfc \ubd80\uac00\uac00\uce58\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. Open-RAN \ubd84\ud574(Disaggregation)\ub85c \ud504\ub85c\uadf8\ub798\uba38\ube14 \ub85c\uc9c1 \uc7a5\uce58 \uc218\uc694 \ucc3d\ucd9c:<br \/>\nOpen-RAN(Radio Access Network)\uc758 \ubd84\ud574\ub294 \ud504\ub85c\uadf8\ub798\uba38\ube14 \ub85c\uc9c1 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud1b5\uc2e0 \ub124\ud2b8\uc6cc\ud06c\uc758 \uc720\uc5f0\uc131\uacfc \uac1c\ubc29\uc131\uc744 \ub192\uc5ec \ub2e4\uc591\ud55c \uacf5\uae09\uc5c5\uccb4\uc758 \uc7a5\ube44\uac00 \uc0c1\ud638 \uc6b4\uc6a9\ub420 \uc218 \uc788\ub3c4\ub85d \ud558\uba70, \uc774\uc5d0 \ub530\ub77c \ub9de\ucda4\ud615 \ubc0f \ud504\ub85c\uadf8\ub798\uba38\ube14 \ud1b5\uc2e0 \ub85c\uc9c1\uc758 \ud544\uc694\uc131\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \ubbf8\uad6d CHIPS Act \ubc0f EU Chips Act\ub97c \ud1b5\ud55c \ucca8\ub2e8 \ub85c\uc9c1 \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790 \ucd09\uc9c4:<br \/>\n\ubbf8\uad6d CHIPS Act\uc640 EU Chips Act\ub294 \ucca8\ub2e8 \ub85c\uc9c1 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \uad6d\ub0b4 \uc81c\uc870 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uace0 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc758 \uade0\ud615\uc744 \uc7ac\uc870\uc815\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uba70, \ub300\ub9cc\uacfc \ud55c\uad6d\uc758 \ud30c\uc6b4\ub4dc\ub9ac \ub9ac\ub354\uc2ed\uc740 \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1. 5nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c \ub9c8\uc2a4\ud06c \uc138\ud2b8 \ube44\uc6a9 \uae09\uc99d:<br \/>\n5nm \uc774\ud558 \uacf5\uc815\uc73c\ub85c \uc0dd\uc0b0\uc774 \uc804\ud658\ub418\uba74\uc11c \ub9c8\uc2a4\ud06c \uc138\ud2b8 \uac00\uaca9\uc774 \uae09\uaca9\ud788 \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c\ub294 \ubcf5\uc7a1\ud55c \ud3a0\ub9ac\ud074 \uc2a4\ud0dd\uacfc \ub192\uc740 \uacb0\ud568 \uc81c\uc5b4\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc911\uc18c \uaddc\ubaa8 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 \uc790\ubcf8 \uc608\uc0b0\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uc124\uacc4 \ubc18\ubcf5\ub9c8\ub2e4 \ub9c8\uc2a4\ud06c \uc7ac\uc791\uc5c5\uc774 \ud544\uc694\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc544 \ud22c\uc790 \uc7a5\ubcbd\uc774 \uac00\uc911\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5 \ub0b4 \ud601\uc2e0 \uc18d\ub3c4\ub97c \ub2a6\ucd94\uace0 \uace0\ub9c8\uc9c4 \ubb3c\ub7c9\uc744 \uc18c\uc218\uc758 \ud30c\uc6b4\ub4dc\ub9ac\ub85c \uc9d1\uc911\uc2dc\ud0a4\ub294 \uacb0\uacfc\ub97c \ucd08\ub798\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. IP \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud55c \uc911\uad6d\uc758 \ucca8\ub2e8 \ub85c\uc9c1 \uacf5\uae09 \uc81c\ud55c:<br \/>\n\ubbf8\uad6d \ubc0f \ub3d9\ub9f9\uad6d\ub4e4\uc758 \ucca8\ub2e8 \ub85c\uc9c1 \uacf5\uc815 \ub178\ub4dc\uc5d0 \ub300\ud55c \uc218\ucd9c \uc81c\ud55c \ud655\ub300\ub294 \uc911\uad6d\uc758 \uace0\uc131\ub2a5 \ud1b5\uc2e0 IC \uc811\uadfc\uc744 \uc81c\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae00\ub85c\ubc8c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\uc81c \uc81c\ud55c \uc5c6\ub294 \uc2dc\uc7a5\uc744 \uc704\ud55c \ucd5c\ucca8\ub2e8 \uc81c\ud488 \ub77c\uc778\uacfc \uc218\ucd9c\uc5d0 \uc801\ud569\ud55c \uc131\uc219\ud55c \uae30\ud558\ud559\uc801 \uad6c\uc870\ub97c \uae30\ubc18\uc73c\ub85c \ud558\ub294 \ub610 \ub2e4\ub978 \uc81c\ud488 \ub77c\uc778\uc744 \ubcd1\ud589\ud558\uc5ec \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \uc900\uc218 \ube44\uc6a9\uacfc \uc911\ubcf5\ub41c \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc791\uc5c5\uc740 \ud575\uc2ec R&#038;D\uc5d0\uc11c \uc790\uc6d0\uc744 \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ucd1d \uc0dd\uc0b0 \uac00\uce58\ub97c \uc18c\ud3ed \uc5b5\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uad6d\ub0b4 \uae30\uc5c5\ub4e4\uc740 \uc790\uccb4 14nm \ubc0f \uacc4\ud68d\ub41c 7nm \uac1c\ubc1c\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc9c0\ub9cc, \uc218\uc728 \ubb38\uc81c\uc640 \uc7a5\ube44 \ubd80\uc871\uc73c\ub85c \uc778\ud574 \uba87 \ub144\uac04 \uc131\ub2a5 \uaca9\ucc28\uac00 \ubc1c\uc0dd\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>1. IC \uc720\ud615\ubcc4: MOS \ub85c\uc9c1\uc758 \uc9c0\ubc30\uc640 \ud2b9\uc218 \ubaa9\uc801 \uc7a5\uce58\uc758 \ubd80\uc0c1<br \/>\n2025\ub144 MOS \ub85c\uc9c1 \uc7a5\uce58\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 76.45%\ub97c \ucc28\uc9c0\ud558\uba70, \ud1b5\uc2e0 \uae30\uc9c0\uad6d, \uad11\ub300\uc5ed \uac8c\uc774\ud2b8\uc6e8\uc774, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc2a4\uc704\uce58 \uc2e4\ub9ac\ucf58\uc758 \ubcf4\ud3b8\uc801\uc778 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc11c\uc758 \uc5ed\ud560\uc744 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud2b9\uc218 \ubaa9\uc801 MOS \ubcc0\ud615 \uc81c\ud488\uc740 2031\ub144\uae4c\uc9c0 8.68%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc5e3\uc9c0 \ubd84\uc11d \uac8c\uc774\ud2b8\uc6e8\uc774, \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS), \uc874 \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec \ub4f1 \uacb0\uc815\ub860\uc801 \ud2b8\ub798\ud53d \uc250\uc774\ud551\uc744 \uc694\uad6c\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uacf5\uc815 \ub178\ub4dc\ubcc4: \ucca8\ub2e8 \ub178\ub4dc\uc758 \uc131\ub2a5 \uc8fc\ub3c4 \ub9c8\uc774\uadf8\ub808\uc774\uc158<br \/>\n\ubbf8\ub4dc\ub808\uc778\uc9c0 16-14nm \ud074\ub798\uc2a4\ub294 2025\ub144 31.95%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70 \ub2e4\uc774 \ube44\uc6a9, \uc804\ub825 \uc18c\ube44, \uc9c0\uc801 \uc7ac\uc0b0\uad8c \uac00\uc6a9\uc131 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \uc774\ub8e8\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \ub178\ub4dc\ub4e4\uc740 \uce90\ub9ac\uc5b4 \uc561\uc138\uc2a4 \uc7a5\ube44, \uc2a4\ubab0\uc140 \ub77c\ub514\uc624, \uc5d4\ud130\ud504\ub77c\uc774\uc988 Wi-Fi \uce69\uc5d0 \uc5ec\uc804\ud788 \uc778\uae30\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \u22645nm \uacf5\uc815\uc740 14.72%\uc758 CAGR\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc804\ub825 \uc81c\ud55c\uc801\uc778 \ud3fc\ud329\ud130 \ub0b4\uc5d0\uc11c \uace0\ubc00\ub3c4 \uc5f0\uc0b0 \ucc98\ub9ac\ub7c9\uc744 \uc694\uad6c\ud558\ub294 AI \ucd94\ub860 \uae30\ub2a5\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc790\ub3d9\ucc28 \uc804\uc7a5\uc758 \ube60\ub978 \uc131\uc7a5<br \/>\n\ud1b5\uc2e0 \uc778\ud504\ub77c\ub294 2025\ub144 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 29.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc790\ub3d9\ucc28 \uc804\uc7a5(Automotive Electronics)\uc740 12.15%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5 \uada4\uc801\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc874 \uc544\ud0a4\ud14d\ucc98\uac00 \uc81c\uc5b4 \uc7a5\uce58\ub97c \ud1b5\ud569\ud558\uace0 \uae30\uac00\ube44\ud2b8 \ud2b8\ub798\ud53d\uc744 \ucc28\ub7c9 \ubc31\ubcf8\uc73c\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130 \ub610\ud55c \uc5d4\ud130\ud504\ub77c\uc774\uc988 AI \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\ub85c \uc131\uc7a5\uc138\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 300mm \uc6e8\uc774\ud37c\uc758 \ube44\uc6a9 \ub9ac\ub354\uc2ed<br \/>\n\ub300\uad6c\uacbd 300mm \uc6e8\uc774\ud37c\ub294 2025\ub144 \ub2e8\uc704 \ubb3c\ub7c9\uc758 67.85%\ub97c \uacf5\uae09\ud588\uc73c\uba70, 8.92%\uc758 CAGR\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uace0\ub3c4\ub85c \uae08\uc18d\ud654\ub418\uace0 \ub77c\uc6b0\ud305 \uc9d1\uc57d\uc801\uc778 \ud1b5\uc2e0 SoC\uc5d0 \ub300\ud55c \ub2e4\uc774\ub2f9 \ube44\uc6a9 \uc808\uac10\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. 200mm \uc6e8\uc774\ud37c\ub294 \uc544\ub0a0\ub85c\uadf8 \uc9d1\uc57d\uc801\uc774\uac70\ub098 \uacac\uace0\ud55c \ubd80\ud488\uc5d0 \uc5ec\uc804\ud788 \uad00\ub828\uc131\uc774 \uc788\uc73c\uba70, \u2264150mm \uc6e8\uc774\ud37c\ub294 \ud56d\uacf5\uc6b0\uc8fc, \uad6d\ubc29, \uc758\ub8cc \ubd84\uc57c\uc5d0\uc11c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uadf8\ub7ec\ub098 R&#038;D \uc608\uc0b0\uc740 300mm\uc5d0 \uc9d1\uc911\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>1. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591:<br \/>\n2025\ub144 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 41.75%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 10.58%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud55c\uad6d\uc740 \uacbd\uae30 \uc6a9\uc778\uc5d0 4,710\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uba54\uac00 \ud074\ub7ec\uc2a4\ud130\ub97c \uc870\uc131\ud558\uc5ec \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\uc758 16\uac1c \uc2e0\uaddc \ud339\uc744 \uc720\uce58\ud560 \uc608\uc815\uc774\uba70, \uc774\ub294 \uc9c0\uc5ed \uacf5\uae09 \uc2ec\ub3c4\ub97c \uac15\ud654\ud558\uace0 RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc \ubc0f SerDes \ucee8\ud2b8\ub864\ub7ec\uc5d0 \ub300\ud55c \uc0c1\ub2f9\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uc218\uc694\ub97c \ucc3d\ucd9c\ud560 \uac83\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uc740 TSMC \ubc0f Rapidus\uc640\uc758 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \uad6d\ub0b4 \uc5ed\ub7c9\uc744 \ubd80\ud65c\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc740 \uc218\ucd9c \ud1b5\uc81c \ud558\uc5d0 \uad6d\ub0b4 \ub178\ub4dc \ud22c\uc790\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \ubd81\ubbf8:<br \/>\n\ubbf8\uad6d CHIPS Act\uc758 390\uc5b5 \ub2ec\ub7ec \uc778\uc13c\ud2f0\ube0c \ub355\ubd84\uc5d0 Intel, TSMC, SkyWater\uc758 \ub300\uaddc\ubaa8 \ud655\uc7a5\uc774 \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc774 \ud504\ub85c\uc81d\ud2b8\ub4e4\uc740 \ubbf8\uad6d \uace0\uac1d\uc774 \uc694\uad6c\ud558\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc778\ud130\ucee4\ub125\ud2b8 ASIC \ubc0f \uc790\ub3d9\ucc28 \uc774\ub354\ub137 \ucee8\ud2b8\ub864\ub7ec\uc5d0 \ub300\ud55c \uc548\uc815\uc801\uc778 \uacf5\uae09\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uce90\ub098\ub2e4\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \uc5f0\uad6c\uc18c\ub97c \ud65c\uc6a9\ud558\uc5ec \ucf54\ud788\uc5b4\ub7f0\ud2b8 \uad11\ud559 \ubd84\uc57c \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \uc721\uc131\ud558\uace0 \uc788\uc73c\uba70, \uba55\uc2dc\ucf54\ub294 \uc18c\ube44\uc790 \uae30\uae30 \ub4f1\uae09 Wi-Fi \ubc0f Bluetooth \ubaa8\ub4c8\uc758 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1(near-shoring) \uc804\ub7b5\uc73c\ub85c \ud14c\uc2a4\ud2b8 \ubc0f \uc870\ub9bd \uc791\uc5c5\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc720\ub7fd:<br \/>\n430\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 EU Chips Act\ub97c \ud1b5\ud574 2030\ub144\uae4c\uc9c0 \uae00\ub85c\ubc8c \uc2dc\uc7a5 \uc810\uc720\uc728 20% \ubaa9\ud45c\ub97c \ud5a5\ud574 \ub098\uc544\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc740 \uc874 \ub124\ud2b8\uc6cc\ud0b9\uacfc \uae30\ub2a5 \uc548\uc804 \uc694\uad6c \uc0ac\ud56d\uc744 \ud1b5\ud569\ud558\ub294 \uc790\ub3d9\ucc28 \ud504\ub85c\uc138\uc11c\ub97c \uc6b0\uc120\uc2dc\ud558\uace0 \uc788\uc73c\uba70, \ud504\ub791\uc2a4\ub294 \uc800\uc804\ub825 \uc5e3\uc9c0 AI \uc5f0\uacb0 SoC\ub97c \uc704\ud55c 300mm \ud30c\uc77c\ub7ff \ub77c\uc778\uc5d0 \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. \ubd81\uc720\ub7fd \uad6d\uac00\ub4e4\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \ud1b5\uc2e0\uae30\uc5d0 \uc7a5\uce58 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc801\uc6a9\ud558\uc5ec \ud2b9\uc218 \uac8c\uc774\ud2b8\uc6e8\uc774 \ub85c\uc9c1\uc744 \uc0c8\ub85c\uc6b4 \ud2c8\uc0c8\uc2dc\uc7a5\uc73c\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>Intel, Texas Instruments, Analog Devices\uc640 \uac19\uc740 \uae30\uc874 \uae30\uc5c5\ub4e4\uc740 \uc218\uc9c1 \ud1b5\ud569 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud1b5\ud574 \uc804\ub825, \ud074\ub7ed, \ud1b5\uc2e0 \uc194\ub8e8\uc158\uc744 \ud1b5\ud569 \uc81c\uacf5\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc21c\uc218 AI \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uae30\uc874 \uc9c1\ub82c\ud654\/\uc5ed\uc9c1\ub82c\ud654(serializer-deserializer) \uae30\ub2a5\uc744 \ud761\uc218\ud558\ub294 \ub9de\ucda4\ud615 DSP \ube14\ub85d\uc744 \uc0bd\uc785\ud558\uae30 \uc2dc\uc791\ud558\uc5ec \uc804\ud1b5\uc801\uc778 \uacf5\uae09\uc5c5\uccb4\ub85c\ubd80\ud130 \uc77c\ubd80 \uc218\uc694\ub97c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. Qualcomm\uc740 Wi-Fi, \uc140\ub8f0\ub7ec, Bluetooth \ub300\uc5ed \uc804\ubc18\uc5d0 \uac78\uccd0 \uc800\uc9c0\uc5f0 \uc2a4\ucf00\uc904\ub9c1\uc744 \ud3ec\uad04\ud558\ub294 \ud2b9\ud5c8 \uc790\uc0b0\uc744 \ud1b5\ud574 \ub2e4\uc911 \ubb34\uc120 \ud1b5\uc2e0 \ubd84\uc57c\uc5d0\uc11c \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \ucd08\uc810\uc740 \uc77c\ubc18\uc801\uc778 \uc18d\ub3c4\ub098 \ucc44\ub110 \uc218\ubcf4\ub2e4\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ucc28\ubcc4\ud654\ub85c \uc774\ub3d9\ud588\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc790\ub3d9\ucc28 AEC-Q100 \uc900\uc218, \uc11c\ube0c \ubc00\ub9ac\uc640\ud2b8 \uc13c\uc11c \ub3d9\ubc18 \uce69, \ucf54\ud788\uc5b4\ub7f0\ud2b8 \uad11\ud559 \ubaa8\ub4c8 \ub4f1 \ub9de\ucda4\ud615 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc694\uad6c\ud558\ub294 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0 R&#038;D \uc790\uae08\uc744 \ud560\ub2f9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \uaddc\uc81c\ub85c \uc778\ud574 \uc81c\ud55c \ubc0f \ube44\uc81c\ud55c \uc2dc\uc7a5\uc744 \uc704\ud55c \ubcd1\ub82c \uc124\uacc4 \ud2b8\ub799\uc774 \uc758\ubb34\ud654\ub418\uba74\uc11c \ube44\uc6a9 \uad6c\uc870\uac00 \ubcc0\uacbd\ub418\uc5c8\uace0, \uc911\ubcf5 \uc791\uc5c5\uc744 \uad11\ubc94\uc704\ud55c \uace0\uac1d \uae30\ubc18\uc5d0 \uac78\uccd0 \uc0c1\uac01\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\ub4e4\uc774 \uc720\ub9ac\ud574\uc84c\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, Open-RAN \ubc0f Compute Express Link\uc640 \uac19\uc740 \uac1c\ubc29\ud615 \uc778\ud130\ud398\uc774\uc2a4 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc885\uc18d\uc131\uc744 \uc904\uc5ec \uae30\uc874 \uae30\uc5c5\ub4e4\uc774 \ub354 \ub9ce\uc740 \uc0c1\ud638 \uc6b4\uc6a9 \uac00\ub2a5\ud55c \ud38c\uc6e8\uc5b4\ub97c \ucd9c\uc2dc\ud558\ub3c4\ub85d \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc778\uc218\ud569\ubcd1(M&#038;A)\uc740 \uc5ed\ub7c9 \uac00\uc18d\ud654\uc758 \ud575\uc2ec\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 AMD\uc758 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc804\ubb38 \uae30\uc5c5 Enosemi \uc778\uc218\ub294 \ud1b5\ud569 \uad11\ud559 \uc778\ud130\ud398\uc774\uc2a4\ub97c \ucef4\ud4e8\ud305 \ub2e4\uc774\uc5d0 \uc9c1\uc811 \ud1b5\ud569\ud558\uc5ec \ucc28\uc138\ub300 GPU \ud074\ub7ec\uc2a4\ud130\uc5d0 \ud544\uc218\uc801\uc778 \uae30\ub2a5\uc744 \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. Nokia\uc758 Infinera \uc778\uc218\ub294 \uad11\ud559 \uc804\uc1a1 \ub178\ud558\uc6b0\ub97c \ubaa8\ubc14\uc77c \ucf54\uc5b4 \uc2e4\ub9ac\ucf58\uacfc \ud1b5\ud569\ud558\uc5ec \uc6b4\uc601\uc790 \ud558\ub4dc\uc6e8\uc5b4\uc758 \uc218\ud3c9\uc801 \ubc88\ub4e4\ub9c1\uc774 \uac15\ud654\ub420 \uac83\uc784\uc744 \uc608\uace0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac70\ub798\ub4e4\uc740 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc758 \ubbf8\ub798 \ub9ac\ub354\uc2ed\uc774 \uac1c\ubcc4 \ubd80\ud488 \ud6a8\uc728\uc131\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uc2dc\uc2a4\ud15c \uc9c0\uc2dd\uc5d0 \ub2ec\ub824 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   STMicroelectronics N.V.<br \/>\n*   Analog Devices Inc.<br \/>\n*   Broadcom Inc.<br \/>\n*   Intel Corporation<br \/>\n*   NXP Semiconductors N.V.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2025\ub144 4\uc6d4: AMD, AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \ub300\uc5ed\ud3ed \uac15\ud654\ub97c \uc704\ud574 Enosemi \uc778\uc218.<br \/>\n*   2025\ub144 3\uc6d4: TSMC, \uac00\uc624\uc29d\uc5d0 2nm \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc744 \uc704\ud574 1.5\uc870 \ub300\ub9cc \ub2ec\ub7ec(452\uc5b5 \ub2ec\ub7ec) \ubc1c\ud45c.<br \/>\n*   2025\ub144 2\uc6d4: SkyWater Technology, Infineon\uc758 \uc624\uc2a4\ud2f4 \ud339 \uc778\uc218, \ubbf8\uad6d \uae30\ubc18 \ud1b5\uc2e0 IC \uc0dd\uc0b0\ub7c9 \ud655\ub300.<br \/>\n*   2025\ub144 1\uc6d4: Nokia, Infinera 23\uc5b5 \ub2ec\ub7ec \uc778\uc218 \uc644\ub8cc, \uad11\ud559 \ub124\ud2b8\uc6cc\ud0b9 IP\ub97c \ubaa8\ubc14\uc77c \uc778\ud504\ub77c \uc2e4\ub9ac\ucf58\uacfc \ud1b5\ud569.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub514\uc9c0\ud138 \uc2e0\ud638\uc5d0 \ub300\ud55c \ub17c\ub9ac \uc5f0\uc0b0\uc744 \uc218\ud589\ud558\ub294 \ud2b9\uc218 \ubc18\ub3c4\uccb4 \uc7a5\uce58\uc778 \ud1b5\uc2e0 \ub85c\uc9c1 \uc9d1\uc801\ud68c\ub85c(IC) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ubc14\uc774\ud3f4\ub77c \ubc0f MOS \ub85c\uc9c1\uacfc \uac19\uc740 \ub2e4\uc591\ud55c IC \uc720\ud615\uc758 \ud310\ub9e4 \uc218\uc775\uc744 \ucd94\uc801\ud558\uba70, \uc81c\ud488 \ud601\uc2e0, \ub2e4\uac01\ud654, \ud655\uc7a5 \ud22c\uc790 \ubc0f \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131, \uc778\uacf5\uc9c0\ub2a5(AI), \uc18c\ud615\ud654, \uba38\uc2e0\ub7ec\ub2dd, 5G, \ub370\uc774\ud130 \uc13c\ud130 \ub4f1\uc758 \uae30\uc220 \ubc1c\uc804\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \ub3d9\ud5a5\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n\ud1b5\uc2e0 \ub85c\uc9c1 IC \uc2dc\uc7a5\uc740 2026\ub144 769.4\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 1,035.6\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<br \/>\n*   \uc544\uc2dc\uc544 IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5)\uc758 5G RF-\ud504\ub860\ud2b8\uc5d4\ub4dc \uc124\uacc4 \uc218\uc8fc \uc99d\uac00<br \/>\n*   \ubc30\ud130\ub9ac \uad6c\ub3d9 IoT \ub178\ub4dc\uc5d0\uc11c \uc800\uc804\ub825 \uc5e3\uc9c0 AI \ucf54\ud504\ub85c\uc138\uc11c \uc218\uc694 \uae09\uc99d<br \/>\n*   \uae30\uc5c5 \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc73c\ub85c \uc778\ud55c \uace0\uc18d SerDes \uc218\uc694 \uc99d\uac00<br \/>\n*   \uc790\ub3d9\ucc28 \uc874(Zonal) E\/E \uc544\ud0a4\ud14d\ucc98\uc758 \ubc1c\uc804\uc73c\ub85c \uace0\ub300\uc5ed\ud3ed \ucc28\ub7c9 \ub0b4 \ub124\ud2b8\uc6cc\ud0b9 IC \uc218\uc694 \ucd09\uc9c4<br \/>\n*   Open-RAN \ubd84\ud574(Disaggregation)\ub97c \ud1b5\ud55c \ud504\ub85c\uadf8\ub798\uba38\ube14 \ub85c\uc9c1 \uc7a5\uce58 \uc2dc\uc7a5 \ud655\ub300<br \/>\n*   \ubbf8\uad6d CHIPS \ubc0f EU \uce69\uc2a4 \ubc95\uc548\uc774 \ucca8\ub2e8 \ub85c\uc9c1 \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790 \ucd09\uc9c4<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ub2e4\uc74c\uc774 \uc788\uc2b5\ub2c8\ub2e4:<br \/>\n*   5nm \ub178\ub4dc \uc774\uc0c1\uc5d0\uc11c \ub9c8\uc2a4\ud06c \uc138\ud2b8 \ube44\uc6a9\uc758 \uae09\uaca9\ud55c \uc99d\uac00 (3\ub9cc \ub2ec\ub7ec \ucd08\uacfc \uac00\ub2a5)<br \/>\n*   IP \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud55c \uc911\uad6d\uc73c\ub85c\uc758 \ucca8\ub2e8 \ub85c\uc9c1 \uacf5\uae09 \uc81c\ud55c \ubc0f \uc774\ub85c \uc778\ud55c \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc624\ubc84\ud5e4\ub4dc \uc99d\uac00<\/p>\n<p>4. \uae30\uc220 \ubc0f \uc81c\ud488 \ub3d9\ud5a5<br \/>\n\ubcf4\uace0\uc11c\ub294 More-than-Moore, \uce69\ub81b(Chiplets), 2.5D \ud328\ud0a4\uc9d5\uacfc \uac19\uc740 \uae30\uc220\uc801 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ud2b9\ud788, 5nm \uc774\ud558(\u22645nm) \ub178\ub4dc\ub294 AI \ucd94\ub860 \ubc0f \uba40\ud2f0 \ud14c\ub77c\ube44\ud2b8 SerDes\ub97c \uc9c0\uc6d0\ud558\uace0 \uc5c4\uaca9\ud55c \uc804\ub825 \uc18c\ube44 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \ub370 \ud544\uc694\ud55c \ub192\uc740 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\ubbc0\ub85c \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc2dc\uc7a5 \uc138\ubd84\ud654<br \/>\n\uc2dc\uc7a5\uc740 \ub2e4\uc74c \uae30\uc900\uc5d0 \ub530\ub77c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4:<br \/>\n*   IC \uc720\ud615: \ub514\uc9c0\ud138 \ubc14\uc774\ud3f4\ub77c, MOS \ub85c\uc9c1(\ubc94\uc6a9, \uac8c\uc774\ud2b8 \uc5b4\ub808\uc774, \ub4dc\ub77c\uc774\ubc84\/\ucee8\ud2b8\ub864\ub7ec, \ud45c\uc900 \uc140, \ud2b9\uc218 \ubaa9\uc801)<br \/>\n*   \uacf5\uc815 \ub178\ub4dc: 90nm \uc774\uc0c1, 65-40nm, 32-22nm, 16-14nm, 10-7nm, 5nm \uc774\ud558<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30: 150mm \uc774\ud558, 200mm, 300mm<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \ud1b5\uc2e0 \uc778\ud504\ub77c, \uac00\uc804 \ubc0f \ubaa8\ubc14\uc77c \uae30\uae30, \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305, \uc790\ub3d9\ucc28 \uc804\uc7a5, \uc0b0\uc5c5 \ubc0f IoT, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<br \/>\n*   \uc9c0\uc5ed: \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 (\uc138\ubd80 \uad6d\uac00 \ud3ec\ud568)<\/p>\n<p>6. \uc8fc\uc694 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubc0f \uc9c0\uc5ed \ubd84\uc11d<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \uc790\ub3d9\ucc28 \uc804\uc7a5 \ubd80\ubb38\uc740 \uc874(Zonal) \ucc28\ub7c9 \ub124\ud2b8\uc6cc\ud06c \ubc0f \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \uae30\ub2a5\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 12.15%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uc2dc\uc7a5 \uae30\uc5ec\uc790: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ud55c\uad6d, \uc77c\ubcf8, \ub300\ub9cc\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uc2dc\uc7a5 \uc218\uc775\uc758 41.75%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\ubcf4\uace0\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\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. Intel, Texas Instruments, Analog Devices, STMicroelectronics, NXP Semiconductors, Renesas Electronics, Broadcom, Infineon Technologies, Qualcomm, Samsung Electronics (System LSI) \ub4f1 \uc8fc\uc694 20\uc5ec \uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\uc640 \uc804\ub9dd\uc744 \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-46445","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\/46445"}],"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=46445"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46445\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46445"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46445"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46445"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}