{"id":47314,"date":"2026-02-19T17:39:01","date_gmt":"2026-02-19T17:39:01","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/advanced-ic-substrates-market-mordor\/"},"modified":"2026-09-25T00:08:37","modified_gmt":"2026-09-24T15:08:37","slug":"advanced-ic-substrates-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/advanced-ic-substrates-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \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\/advanced-ic-substrates-market_1683785687767_Advanced_IC_Substrates_Market.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\/advanced-ic-substrates-market-size-image-1770813311651.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 AI\/HPC \uac00\uc18d\uae30\uc6a9 ABF \uae30\ud310 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc18c\ud615\ud654 \ubc0f \uc774\uc885 \ud1b5\ud569 \ucd94\uc138<\/li>\n<li class=\"toc-level-3\">4.2.3 5G \uad6c\ucd95\uc73c\ub85c \uace0\uc8fc\ud30c RF \ud328\ud0a4\uc9d5 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc790\ub3d9\ucc28-EV \uc804\ub3d9\ud654\uc5d0 \uace0\uc2e0\ub8b0\uc131 \uae30\ud310 \ud544\uc694<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc720\ub9ac \ucf54\uc5b4 \uae30\ud310\uc73c\ub85c 2\ubc30 \uc774\uc0c1\uc758 \uce35\uc218 \uad6c\ud604<\/li>\n<li class=\"toc-level-3\">4.2.6 \uae30\ud310 \uc81c\uc870 \uc2dc\uc124\uacfc \uc5f0\uacc4\ub41c CHIPS \ubc29\uc2dd \ubcf4\uc870\uae08<\/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 ABF \uae30\ud310 \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871 \ubc0f \ub9ac\ub4dc \ud0c0\uc784 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4 \ubc0f \uacf5\uc815 \ubcf5\uc7a1\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub3d9\ubc15 \uc801\uce35\ud310 \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \ube4c\ub4dc\uc5c5 \ud544\ub984\uc5d0 \ub300\ud55c \uac15\ud654\ub41c \ud654\ud559 \ubb3c\uc9c8 \ubc30\ucd9c \uaddc\uc81c<\/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 \ubd84\uc11d\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 \uc18c\ube44\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 \uac00\uaca9 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.9 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/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 \uae30\ud310 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 FC-BGA<\/li>\n<li class=\"toc-level-3\">5.1.2 FC-CSP<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc720\uae30 BGA\/LGA<\/li>\n<li class=\"toc-level-3\">5.1.4 \uacbd\uc5f0\uc131 \ubc0f \uc5f0\uc131 CSP<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucf54\uc5b4 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 ABF<\/li>\n<li class=\"toc-level-3\">5.2.2 BT<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc720\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.4 LTCC \/ HTCC<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc138\ub77c\ubbf9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 2D \ud50c\ub9bd\uce69<\/li>\n<li class=\"toc-level-3\">5.3.2 2.5D \uc778\ud130\ud3ec\uc800<\/li>\n<li class=\"toc-level-3\">5.3.3 3D-IC \/ SoIC<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud32c\uc544\uc6c3 WLP<\/li>\n<li class=\"toc-level-3\">5.3.5 SiP \/ \ubaa8\ub4c8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc7a5\uce58 \ub178\ub4dc\ubcc4 (nm)\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u226528 nm<\/li>\n<li class=\"toc-level-3\">5.4.2 16\/14\u201310 nm<\/li>\n<li class=\"toc-level-3\">5.4.3 7\u20135 nm<\/li>\n<li class=\"toc-level-3\">5.4.4 4 nm \uc774\ud558<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubaa8\ubc14\uc77c \ubc0f \uc18c\ube44\uc790<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.5.3 IT \ubc0f \ud1b5\uc2e0 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub370\uc774\ud130\uc13c\ud130 \/ AI \ubc0f HPC<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc0b0\uc5c5, \uc758\ub8cc \ubc0f \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \ub0a8\ubbf8 \uae30\ud0c0<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.7 \uc720\ub7fd \uae30\ud0c0<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.6.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.6.5.1.4 \uc911\ub3d9 \uae30\ud0c0<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.6.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.6.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0<\/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 ASE Technology Holding Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 AT&amp;S Austria Technologie &amp; Systemtechnik AG<\/li>\n<li class=\"toc-level-3\">6.4.3 Siliconware Precision Industries Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 TTM Technologies, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Ibiden Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Kyocera Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Fujitsu Interconnect Technologies Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 JCET Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Panasonic Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.10 Kinsus Interconnect Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.11 Unimicron Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 Nan Ya Printed Circuit Board Corp.<\/li>\n<li class=\"toc-level-3\">6.4.13 Samsung Electro-Mechanics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 LG Innotek Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Simmtech Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Shinko Electric Industries Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 Shennan Circuits Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Zhen Ding Technology Holding Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Daeduck Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Meiko Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 WUS Printed Circuit Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.22 Zhejiang Kingdom Sci-Tech Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.23 SKC Absolics Inc.<\/li>\n<li class=\"toc-level-3\">6.4.24 Tripod Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.25 Toppan 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>\ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n\ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5\uc740 2025\ub144 106\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 113\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 156\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.63%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<br \/>\n\uc804\ud1b5\uc801\uc778 \ucef4\ud4e8\ud305\uc5d0\uc11c AI \uc911\uc2ec\uc758 \uc6cc\ud06c\ub85c\ub4dc\ub85c \uc218\uc694\uac00 \uc804\ud658\ub418\uba74\uc11c \ub354 \ub9ce\uc740 \ub808\uc774\uc5b4 \uc218, \ubbf8\uc138\ud55c \uc120\ud3ed, \uc5c4\uaca9\ud55c \ud728 \uc81c\uc5b4\uac00 \uc694\uad6c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uae30\ud310 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\ubbf8 \ub300\ub7c9\uc758 ABF(Ajinomoto Build-up Film) \uc0dd\uc0b0 \ub2a5\ub825\uacfc \ud30c\uc6b4\ub4dc\ub9ac \ud328\ud0a4\uc9d5 \ub77c\uc778\uacfc\uc758 \uae34\ubc00\ud55c \uad00\uacc4\ub97c \ud1b5\ud574 \uc774\ub7ec\ud55c \ubcc0\ud654\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 CoWoS \ubc0f FC-BGA \uacf5\uae09 \ud655\ubcf4\ub97c \uc704\ud574 \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uac00\uc18d\ud654\ud558\uc5ec \uae30\ud310 \uc81c\uc870\uc5c5\uccb4\uc758 \uac00\uaca9 \uacb0\uc815\ub825\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc720\ub9ac \ucf54\uc5b4 \ud601\uc2e0\uc774 \uc131\uc219 \ub2e8\uacc4\uc5d0 \uc811\uc5b4\ub4e4\uc5b4 \ud5a5\ud6c4 10\ub144 \ud6c4\ubc18\uc5d0 \uc0c1\uc6a9\ud654\ub420 \ucd08\uace0\ubc00\ub3c4 \ud328\ud0a4\uc9c0\uc5d0 \ub300\ud55c ABF\uc758 \uc804\ub7b5\uc801 \ub300\uc548\uc744 \uc81c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<br \/>\n*   \uae30\ud310 \uc720\ud615\ubcc4: FC-BGA\uac00 2025\ub144 \ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 44.32%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc73c\uba70, Rigid-flex CSP\ub294 2031\ub144\uae4c\uc9c0 7.94%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucf54\uc5b4 \uc7ac\ub8cc\ubcc4: ABF\ub294 2025\ub144 \ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 60.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc720\ub9ac \uae30\ud310\uc740 2031\ub144\uae4c\uc9c0 13.58%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4: 2D \ud50c\ub9bd\uce69\uc740 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 37.42%\ub97c \uc720\uc9c0\ud588\uc73c\uba70, 3D-IC\/SoIC\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 9.31%\uc758 CAGR\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc\ubcc4: \u226528nm \ub178\ub4dc\ub97c \uc9c0\uc6d0\ud558\ub294 \ud328\ud0a4\uc9c0\ub294 2025\ub144 \uc810\uc720\uc728\uc758 46.21%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 4nm \uc774\ud558\ub97c \uc704\ud574 \uc124\uacc4\ub41c \uae30\ud310\uc740 2031\ub144\uae4c\uc9c0 11.94%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4: \ubaa8\ubc14\uc77c \ubc0f \uc18c\ube44\uc790 \uac00\uc804\uc774 2025\ub144 \ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 42.88%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ub370\uc774\ud130\uc13c\ud130\/AI \ubc0f HPC \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 8.22%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 68.35%\ub97c \uae30\ub85d\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 10.55%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \uacc4\uc18d\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<br \/>\n*   AI\/HPC \uac00\uc18d\uae30\uc6a9 ABF \uae30\ud310 \uc218\uc694 \uae09\uc99d: 2025\ub144 \uc0dd\uc131\ud615 AI \uc11c\ubc84\uc758 \ub300\uaddc\ubaa8 \ucd9c\uc2dc\ub85c ABF \ud544\ub984 \uacf5\uae09\uc774 \ubd80\uc871\ud574\uc838 \ub9ac\ub4dc \ud0c0\uc784\uc774 35\uc8fc\ub97c \ucd08\uacfc\ud558\uace0 \uc2a4\ud31f \uac00\uaca9\uc774 2024\ub144 \uacc4\uc57d \uc218\uc900 \ub300\ube44 \ucd5c\ub300 25% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \ub300\ub9cc \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub450 \uc790\ub9bf\uc218 \ub9e4\ucd9c \uc131\uc7a5\uc744 \ud68c\ubcf5\ud588\uc73c\uba70, \uc0bc\uc131\uc804\uae30\ub294 AI\uc6a9 ABF \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uace0 \uc720\ub9ac \ucf54\uc5b4 \uc2dc\ubc94 \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. TSMC\ub294 CoWoS \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9b4 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud558\uc5ec \uae30\ud310 \uc218\uc694\uac00 \uae30\uc874 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud6e8\uc52c \ucd08\uacfc\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\ud615\ud654 \ubc0f \uc774\uc885 \ud1b5\ud569 \ucd94\uc138: \uce69\ub81b \uc544\ud0a4\ud14d\ucc98, \ucf54\uc5b4\ub9ac\uc2a4 \uc778\ud130\ud3ec\uc800, TSV(Through-Silicon Via)\ub294 \ud328\ud0a4\uc9c0 \uc124\uacc4 \uaddc\uce59\uc744 \uc7ac\uc815\uc758\ud558\uace0 \uae30\ud310 \uc120\ud3ed\uc744 10\u00b5m \uc774\ud558\ub85c \ub0ae\ucdc4\uc2b5\ub2c8\ub2e4. \uc628\ud328\ud0a4\uc9c0 \ud1b5\ud569\uc740 \ub2e8\uc77c \ub2e4\uc774 \ubc29\uc2dd\ubcf4\ub2e4 \uc6b0\uc218\ud55c \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uba70, TOPPAN\uc740 \uc5f4\ud33d\ucc3d \uacc4\uc218\uac00 \ub0ae\uc740 \ucf54\uc5b4\ub9ac\uc2a4 \uc720\uae30 \uc778\ud130\ud3ec\uc800\ub97c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4. Broadcom\uc758 3.5D XDSiP \uae30\uc220\uc740 \uc218\ucc9c \uac1c\uc758 \uace0\uc18d \uc2e0\ud638\ub97c \uc81c\ud55c\ub41c \uacf5\uac04\uc5d0 \ub77c\uc6b0\ud305\ud560 \uc218 \uc788\ub294 \uae30\ud310\uc758 \ud544\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<br \/>\n*   5G \uad6c\ucd95\uc73c\ub85c \uace0\uc8fc\ud30c RF \ud328\ud0a4\uc9d5 \uc99d\ub300: \ubc00\ub9ac\ubbf8\ud130\ud30c(mmWave) \ubb34\uc120 \ud1b5\uc2e0\uc740 \ub0ae\uc740 \uc720\uc804 \uc0c1\uc218\uc640 \ucd5c\uc18c \uc190\uc2e4 \ud0c4\uc820\ud2b8\ub97c \uac00\uc9c4 \ub77c\ubbf8\ub124\uc774\ud2b8\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 AI \uc11c\ubc84 \ud328\ub110\uacfc \ub2e4\ub978 \ud2b9\uc218 \uae30\ud310 \uc2a4\ud0dd\uc73c\ub85c \uc124\uacc4 \ubc29\ud5a5\uc744 \uc804\ud658\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Rogers Corporation\uc758 CLTE-MW \ub77c\ubbf8\ub124\uc774\ud2b8\ub294 30GHz \uc774\uc0c1\uc758 \uc548\ud14c\ub098 \uc5b4\ub808\uc774\ub97c \uc9c0\uc6d0\ud558\uba70, Qorvo\uc758 GaN \uc804\ub825 \uc99d\ud3ed\uae30\ub294 \uc6b0\uc218\ud55c \uc5f4\uc804\ub3c4\uc728\uc744 \uac00\uc9c4 \uae30\ud310\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28-EV \uc804\ub3d9\ud654\uc5d0 \ub530\ub978 \uace0\uc2e0\ub8b0\uc131 \uae30\ud310 \ud544\uc694\uc131: \uc804\uae30\ucc28(EV) \uc804\ub3d9\ud654\ub294 \uae09\uaca9\ud55c \uc5f4 \uc21c\ud658\uc5d0\ub3c4 \uc2e0\ub8b0\uc131\uc744 \uc720\uc9c0\ud558\ub294 \uace0\uc628, \uace0\uc804\uc555 \uae30\ud310 \uc2a4\ud0dd\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. SiC(\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc) \uc804\ub825 \ubaa8\ub4c8\uc740 800V \uad6c\ub3d9\uacc4\ub97c \uc704\ud574 \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \ub4e4\uc5b4\uac00\uba74\uc11c \uc720\uae30 ABF \ubcf4\ub4dc\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \uc5f4\uc744 \ubc29\ucd9c\ud558\ub294 \uc138\ub77c\ubbf9 \ub610\ub294 \uae08\uc18d \ucf54\uc5b4 \uc194\ub8e8\uc158\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub9ac \ucf54\uc5b4 \uae30\ud310\uc73c\ub85c 2\ubc30 \uc774\uc0c1\uc758 \ub808\uc774\uc5b4 \uc218 \uad6c\ud604: \uc720\ub9ac \ucf54\uc5b4 \uae30\ud310\uc740 ABF\ubcf4\ub2e4 \ubbf8\uc138\ud55c \uc7ac\ubc30\uc120\uce35\uacfc \ub192\uc740 I\/O \ubc00\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. Intel\uc758 \uc790\uccb4 \uac1c\ubc1c \uc911\ub2e8\uc740 \ud0c0\uc0ac \uc720\ub9ac \uacf5\uae09\uc5c5\uccb4\ub97c \uac80\uc99d\ud558\uace0 \uc0dd\ud0dc\uacc4 \uc900\ube44\ub97c \uac00\uc18d\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   CHIPS\ubc95\uacfc \uc720\uc0ac\ud55c \ubcf4\uc870\uae08: \ubd81\ubbf8, \uc720\ub7fd \ubc0f \uc77c\ubd80 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \uae30\ud310 \uc81c\uc870 \uc2dc\uc124\uc5d0 \ub300\ud55c CHIPS\ubc95\uacfc \uc720\uc0ac\ud55c \ubcf4\uc870\uae08 \uc9c0\uc6d0\uc774 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n*   ABF \uae30\ud310 \uacf5\uae09 \ubd80\uc871 \ubc0f \ub9ac\ub4dc \ud0c0\uc784 \uae09\uc99d: ABF \uc218\uc9c0 \ub3c5\uc810 \uacf5\uae09\uc5c5\uccb4\uc778 \uc544\uc9c0\ub178\ubaa8\ud1a0\ub294 2026\ub144 \uc2e0\uaddc \uc218\uc9c0 \ubc18\uc751\uae30\uac00 \uac00\ub3d9\ub420 \ub54c\uae4c\uc9c0 20%\uc758 \uc218\uc694-\uacf5\uae09 \uaca9\ucc28\uac00 \uc9c0\uc18d\ub420 \uac83\uc774\ub77c\uace0 \uc778\uc815\ud588\uc2b5\ub2c8\ub2e4. TSMC\ub294 CoWoS \uc218\uc694\uc758 80%\ub9cc \ucda9\uc871\ud560 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\uc73c\uba70, T-Glass \ucf54\uc5b4 \uc7ac\ub8cc\uc758 \ubd80\uc871\ub3c4 \ub9ac\ub4dc \ud0c0\uc784 \uae09\uc99d\uc744 \uc2ec\ud654\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4 \ubc0f \uacf5\uc815 \ubcf5\uc7a1\uc131: \uc2e0\uaddc \uae30\ud310 \uacf5\uc7a5 \uac74\uc124\uc5d0\ub294 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\uc758 \ud22c\uc790\uac00 \ud544\uc694\ud558\uba70, \uc5c4\uaca9\ud55c \ud658\uacbd \uae30\uc900\uc744 \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. \uc0bc\uc131\uc804\uae30\ub294 AI \uae30\ud310 \ud560\ub2f9\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 FCBGA \ucea0\ud37c\uc2a4 \ud604\ub300\ud654\uc5d0 13\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub9ac \ucf54\uc5b4 \uacf5\uc815\uc740 \uc804\uc6a9 TGV(Through-Glass Via) \ub808\uc774\uc800 \ub3c4\uad6c\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \uae30\uc220\uc801 \uc704\ud5d8\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ub3d9\ubc15 \uc801\uce35\ud310(CCL) \uac00\uaca9 \ubcc0\ub3d9\uc131: \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc774 \uc544\uc2dc\uc544\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 CCL \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ube4c\ub4dc\uc5c5 \ud544\ub984\uc5d0 \ub300\ud55c \uac15\ud654\ub41c \ud654\ud559 \ubb3c\uc9c8 \ubc30\ucd9c \uaddc\uc81c: \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc5d0\uc11c \ube4c\ub4dc\uc5c5 \ud544\ub984\uc5d0 \ub300\ud55c \ud654\ud559 \ubb3c\uc9c8 \ubc30\ucd9c \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c \uc900\uc218 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<br \/>\n*   \uae30\ud310 \uc720\ud615: FC-BGA\ub294 AI \uac00\uc18d\uae30 \ubc0f \uc11c\ubc84 CPU\uc5d0 \ud544\uc694\ud55c \uac80\uc99d\ub41c \uc804\uae30\uc801 \uc131\ub2a5\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud569\ub2c8\ub2e4. Rigid-flex CSP\ub294 \uc790\ub3d9\ucc28 \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec \ubc0f \ud3f4\ub354\ube14 \ubaa8\ubc14\uc77c \uae30\uae30 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucf54\uc5b4 \uc7ac\ub8cc: ABF\ub294 \uc544\uc9c0\ub178\ubaa8\ud1a0\uc758 \ub3c5\uc810 \uc218\uc9c0 \ub808\uc2dc\ud53c\ub97c \ud1b5\ud574 2.5D \ubc0f 3D \uc2a4\ud0dd\uc5d0 \ub300\ud55c \uc77c\uad00\ub41c \uc720\uc804 \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc720\ub9ac \uae30\ud310\uc740 2025\ub144 \ucd9c\ud558\ub7c9\uc758 2% \ubbf8\ub9cc\uc774\uc9c0\ub9cc, \u00b15\u00b5m \uc774\ub0b4\uc758 \ud3c9\ud0c4\ub3c4\ub85c ABF\ubcf4\ub2e4 \ubbf8\uc138\ud55c \uc7ac\ubc30\uc120\uce35\uacfc \ub192\uc740 I\/O \ubc00\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec 2031\ub144\uae4c\uc9c0 13.58%\uc758 CAGR\ub85c \uae09\uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uae30\uc220: 2D \ud50c\ub9bd\uce69\uc740 \uc8fc\ub958 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ub178\ud2b8\ubd81 \uc2dc\uc7a5\uc5d0\uc11c \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc704\uce58\ub97c \ud655\ubcf4\ud558\uba70 \ub9e4\ucd9c\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. 3D-IC\/SoIC \ud328\ud0a4\uc9c0\ub294 AI \uac00\uc18d\uae30 \ubc0f \uce90\uc2dc \uc9d1\uc57d\uc801 CPU\uc758 \uc218\uc9c1 \ud1b5\ud569 \uc694\uad6c\ub85c \uc778\ud574 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc: \u226528nm \ub178\ub4dc\ub97c \uc9c0\uc6d0\ud558\ub294 \ud328\ud0a4\uc9c0\ub294 \uc790\ub3d9\ucc28 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec, \uc0b0\uc5c5\uc6a9 PLC \ub4f1\uc5d0\uc11c \uc548\uc815\uc801\uc778 \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 4nm \uc774\ud558\uc758 \ucca8\ub2e8 \ub178\ub4dc\uc6a9 \uae30\ud310\uc740 \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\uae30 \uc2dc\uc7a5\uc5d0\uc11c 11.94%\uc758 \uac00\uc7a5 \uac00\ud30c\ub978 CAGR\uc744 \ubcf4\uc774\uba70 \ud601\uc2e0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5: \ubaa8\ubc14\uc77c \ubc0f \uc18c\ube44\uc790 \uae30\uae30\ub294 \uc720\uae30 \ud328\ud0a4\uc9c0 \ub77c\uc778\uc758 \uae30\ubcf8 \uc0dd\uc0b0 \ub2a5\ub825 \ud65c\uc6a9\uc744 \ub4b7\ubc1b\uce68\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\uc13c\ud130\/AI \ubc0f HPC\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc6b4\uc601\uc5c5\uccb4\uc758 \uba40\ud2f0\uce69\ub81b GPU \uc18c\ube44 \uc99d\uac00\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc740 EV \uc778\ubc84\ud130 \ubc0f \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec\uc758 SiC \uc804\ub825 \ub2e8\uacc4 \uc5c5\uadf8\ub808\uc774\ub4dc\ub85c \uac00\uce58\uac00 \uc0c1\uc2b9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uc9c0\uc5ed \ubd84\uc11d<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5\uc758 68.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. \ub300\ub9cc\uc758 Unimicron, Kinsus, Nan Ya PCB\ub294 AI \uc11c\ubc84 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 3\uc870 9\ucc9c\uc5b5 \uc5d4(255\uc5b5 \ub2ec\ub7ec)\uc758 \ubcf4\uc870\uae08\uc73c\ub85c TSMC \uad6c\ub9c8\ubaa8\ud1a0 \uacf5\uc7a5\uc744 \uc911\uc2ec\uc73c\ub85c \ud328\ud0a4\uc9d5 \ud5c8\ube0c\ub85c \uc7ac\ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc740 2030\ub144\uae4c\uc9c0 \uc6d4 770\ub9cc \uc7a5\uc758 \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 4,710\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud1b5\ud569 \ud074\ub7ec\uc2a4\ud130 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS\ubc95\uc5d0 \ub530\ub978 \ucca8\ub2e8 \ud604\uc9c0\ud654 \ub178\ub825\uc774 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4. TSMC\uc758 \uc560\ub9ac\uc870\ub098 \ucea0\ud37c\uc2a4\ub294 \uc7a0\uc7ac\uc801\uc778 ABF \ub77c\uc778\uc744 \ud3ec\ud568\ud55c 6\uac1c \uacf5\uc7a5 \ube44\uc804\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc790\ub3d9\ucc28 \ubc0f \uc804\ub825 \uc7a5\uce58\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. OnSemi\uc758 \uccb4\ucf54 SiC \uc2dc\uc124\uc740 \uc5ed\ub0b4 \uc778\ubc84\ud130 \uae30\ud310\uc5d0 \ub300\ud55c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc9c0\uc5ed: \ubca0\ud2b8\ub0a8, \uc778\ub3c4, \ub9d0\ub808\uc774\uc2dc\uc544\ub294 \uc870\ub9bd \ubcf4\uc870\uae08\uc744 \ucd94\uad6c\ud558\uba70, Amkor\ub294 \ubc15\ub2cc\uc5d0 16\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uacf5\uc7a5\uc744 \uac1c\uc124\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8. \uacbd\uc7c1 \ud658\uacbd<br \/>\nIbiden, Shinko Electric, ASE Technology, Unimicron, SEMCO\ub294 \ud558\uc774\uc5d4\ub4dc \uae30\ud310 \uacf5\uae09\uc758 \ud575\uc2ec\uc744 \ud615\uc131\ud558\uba70 GPU \ubc0f CPU \uc120\ub450 \uae30\uc5c5\ub4e4\uacfc \uc7a5\uae30 \uacc4\uc57d\uc744 \ub9fa\uace0 \uc788\uc2b5\ub2c8\ub2e4. ABF \uc218\uc9c0\uc5d0 \ub300\ud55c \uc544\uc9c0\ub178\ubaa8\ud1a0\uc758 \uc0ac\uc2e4\uc0c1 \ub3c5\uc810\uc740 \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0 \uac78\uccd0 \uc758\uc874\ub3c4\ub97c \ub192\uc600\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1\uc5c5\uccb4\ub4e4\uc740 \ub300\uccb4 \uc218\uc9c0 \ubc0f \uc720\ub9ac \ucf54\uc5b4 \uacf5\uae09\uc5d0 \ud22c\uc790\ud558\uc5ec \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ube44\uacf5\uc2dd\uc801\uc778 &#8220;\ubc18(\u53cd)\uc544\uc9c0\ub178\ubaa8\ud1a0 \ub3d9\ub9f9&#8221;\uc744 \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4. ASE\ub294 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 310mm \ud328\ub110 \ub77c\uc778\uc5d0 2\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc73c\uba70, SEMCO\ub294 ABF \ud655\uc7a5\uacfc \uc720\ub9ac \uc2dc\ubc94 \uc0dd\uc0b0\uc758 \uade0\ud615\uc744 \ub9de\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc804\ub7b5 \ub610\ud55c \uc9c4\ud654\ud558\uc5ec \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \uae30\ud310 \uacf5\uae09\uc5c5\uccb4\uc640 \ub2e4\ub144\uac04\uc758 \uae30\ubcf8 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec GPU \ud30c\ud2b8\ub108\uc5d0\uac8c CoWoS \uacf5\uae09\uc744 \ubcf4\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>9. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<br \/>\n*   2025\ub144 7\uc6d4: Intel\uc740 \uc790\uccb4 \uc720\ub9ac \uae30\ud310 \ud504\ub85c\uadf8\ub7a8\uc744 \uc911\ub2e8\ud558\uace0 R&#038;D \uc9c0\ucd9c\uc744 \uc5b5\uc81c\ud558\uba70 \ud30c\uc6b4\ub4dc\ub9ac \ub9c8\uc9c4\uc744 \ub192\uc774\uae30 \uc704\ud574 \uc678\ubd80 \uc18c\uc2f1\uc744 \uacb0\uc815\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: ASE Technology\ub294 \uc0c8\ub85c\uc6b4 \ubbf8\uad6d \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uace0\ub824\ud558\uace0 AI \uce69 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 2025\ub144 \ud655\uc7a5\uc5d0 25\uc5b5 \ub2ec\ub7ec\ub97c \ubc30\uc815\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: \uc0bc\uc131\uc804\uae30\ub294 AI \uac00\uc18d\uae30\uc6a9 ABF \uae30\ud310 \uc591\uc0b0\uc744 \uc2dc\uc791\ud558\uace0 \uc720\ub9ac \uae30\ud310 \uc2dc\ud5d8 \uc0dd\uc0b0\uc5d0 \ucc29\uc218\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: TSMC\ub294 9\uac1c\uc758 \uc0c8\ub85c\uc6b4 \uc81c\uc870 \ubc0f \ud328\ud0a4\uc9d5 \uacf5\uc7a5\uc744 \ubc1c\ud45c\ud558\uace0 CoWoS \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub450 \ubc30\ub85c \ub298\ub9b4 \uacc4\ud68d\uc744 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. IC \uae30\ud310\uc740 IC \uce69\uacfc PCB\ub97c \uc5f0\uacb0\ud558\ub294 \ud575\uc2ec \ubd80\ud488\uc73c\ub85c, \ud68c\ub85c \uc9c0\uc6d0 \ubc0f \ubcf4\ud638, \ubc29\uc5f4, \uc2e0\ud638 \ubc0f \uc804\ub825 \ubd84\ubc30\uc640 \uac19\uc740 \ud544\uc218 \uae30\ub2a5\uc744 \uc218\ud589\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc138\ubd84\ud654:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc2ec\uce35 \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\ud310 \uc720\ud615\ubcc4: FC-BGA, FC-CSP, \uc720\uae30 BGA\/LGA, Rigid-Flex \ubc0f Flex CSP, \uae30\ud0c0.<br \/>\n*   \ucf54\uc5b4 \uc7ac\ub8cc\ubcc4: ABF, BT, \uc720\ub9ac, LTCC\/HTCC, \uc138\ub77c\ubbf9.<br \/>\n*   \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4: 2D \ud50c\ub9bd\uce69, 2.5D \uc778\ud130\ud3ec\uc800, 3D-IC\/SoIC, \ud32c\uc544\uc6c3 WLP, SiP\/\ubaa8\ub4c8.<br \/>\n*   \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc(nm)\ubcc4: 28nm \uc774\uc0c1, 16\/14\u201310nm, 7\u20135nm, 4nm \uc774\ud558.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4: \ubaa8\ubc14\uc77c \ubc0f \uc18c\ube44\uc790, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, IT \ubc0f \ud1b5\uc2e0 \uc778\ud504\ub77c, \ub370\uc774\ud130\uc13c\ud130\/AI \ubc0f HPC, \uc0b0\uc5c5, \uc758\ub8cc \ubc0f \uae30\ud0c0.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8 \ub4f1), \uc720\ub7fd(\ub3c5\uc77c, \ud504\ub791\uc2a4, \uc601\uad6d \ub4f1), \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d, \ub300\ub9cc, \uc778\ub3c4 \ub4f1), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI\/HPC \uac00\uc18d\uae30\uc6a9 ABF(Ajinomoto Build-up Film) \uae30\ud310 \uc218\uc694 \uae09\uc99d.<br \/>\n*   \uc18c\ud615\ud654 \ubc0f \uc774\uc885 \ud1b5\ud569(Heterogeneous Integration) \ucd94\uc138 \uac00\uc18d\ud654.<br \/>\n*   5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \ud655\ub300\ub85c \uc778\ud55c \uace0\uc8fc\ud30c RF \ud328\ud0a4\uc9d5 \uc218\uc694 \uc99d\uac00.<br \/>\n*   \uc790\ub3d9\ucc28-EV \uc804\ub3d9\ud654\uc5d0 \ub530\ub978 \uace0\uc2e0\ub8b0\uc131 \uae30\ud310 \ud544\uc694\uc131 \uc99d\ub300.<br \/>\n*   \uc720\ub9ac \ucf54\uc5b4 \uae30\ud310\uc774 2\ubc30 \uc774\uc0c1\uc758 \ub808\uc774\uc5b4 \uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud568.<br \/>\n*   CHIPS\ubc95\uacfc \uc720\uc0ac\ud55c \ubcf4\uc870\uae08 \uc815\ucc45\uc774 \uae30\ud310 \uc81c\uc870 \uc2dc\uc124\uc5d0 \uc5f0\uacc4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   ABF \uae30\ud310 \uacf5\uae09 \ubd80\uc871 \ubc0f \ub9ac\ub4dc \ud0c0\uc784 \uae09\uc99d.<br \/>\n*   \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\uc640 \ubcf5\uc7a1\ud55c \uacf5\uc815.<br \/>\n*   \uad6c\ub9ac \ud074\ub798\ub4dc \ub77c\ubbf8\ub124\uc774\ud2b8(CCL) \uac00\uaca9 \ubcc0\ub3d9\uc131.<br \/>\n*   \ube4c\ub4dc\uc5c5 \ud544\ub984\uc5d0 \ub300\ud55c \uac15\ud654\ub41c \ud654\ud559 \ubb3c\uc9c8 \ubc30\ucd9c \uaddc\uc81c.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n*   2026\ub144 \ucca8\ub2e8 IC \uae30\ud310 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 113\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144\uc5d0\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 68.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub9ac \uae30\ud310\uc740 \uc6b0\uc218\ud55c \ud3c9\ud0c4\ub3c4\uc640 \uc5f4 \uc548\uc815\uc131\uc73c\ub85c \ub192\uc740 \ub808\uc774\uc5b4 \uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 13.58%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   ABF \uacf5\uae09 \ubd80\uc871(20% \uc608\uc0c1)\uc740 2026\ub144 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4 \uc804\uae4c\uc9c0 \ub2e8\uae30 \uc0dd\uc0b0\ub7c9\uc744 \uc81c\ud55c\ud558\uc5ec \uc608\uce21 CAGR\uc744 \uc57d 1.4% \uac10\uc18c\uc2dc\ud0ac \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130\uc13c\ud130\/AI \ubc0f HPC \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd80\ubb38\uc740 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc758 AI \uac00\uc18d\uae30 \ubc30\ud3ec \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 8.22%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc774\uc885 \ud1b5\ud569 \uae30\uc220\uc740 \uc18c\ud615\ud654\ub41c \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub97c \ud1b5\ud574 \ubcf5\uc7a1\ud55c \ub2e4\uce35 \uae30\ud310 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uba70, \ud5a5\ud6c4 4\ub144\uac04 \uc2dc\uc7a5 CAGR\uc5d0 1.2%\ub97c \ucd94\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \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. ASE Technology Holding, AT&#038;S, Ibiden, Kyocera, \uc0bc\uc131\uc804\uae30, LG\uc774\ub178\ud14d, Unimicron Technology, Kinsus Interconnect Technology \ub4f1 25\uac1c \uc774\uc0c1\uc758 \uc8fc\uc694 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uba70, \uac01 \uae30\uc5c5\uc758 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \ubc0f \ucd5c\uc2e0 \uac1c\ubc1c \uc0ac\ud56d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc801 \uc804\ub9dd \ubc0f \uae30\ud68c:<br \/>\n\uc720\ub9ac \uae30\ud310\uacfc \uac19\uc740 \uc2e0\uc18c\uc7ac \ubc0f \uc774\uc885 \ud1b5\ud569\uacfc \uac19\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc740 \uc2dc\uc7a5\uc758 \uc911\uc694\ud55c \uae30\uc220\uc801 \ub3d9\ud5a5\uc785\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc601\uc5ed \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-47314","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\/47314"}],"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=47314"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/47314\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=47314"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=47314"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=47314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}