{"id":47773,"date":"2026-02-19T22:33:46","date_gmt":"2026-02-19T22:33:46","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/high-purity-quartz-market-mordor\/"},"modified":"2026-09-25T01:43:24","modified_gmt":"2026-09-24T16:43:24","slug":"high-purity-quartz-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/high-purity-quartz-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uace0\uc21c\ub3c4 \uc11d\uc601 \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\/high-purity-quartz-market-1758550392661-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/high-purity-quartz-market-size-image-1770997467157.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 \ucc28\uc138\ub300 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ud339\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud0dc\uc591\uad11 \ub4f1\uae09 \uc789\uacf3 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd\uc758 \uad6d\ub0b4 \ubcf5\uadc0 (\ubbf8\uad6d\/EU)<\/li>\n<li class=\"toc-level-3\">4.2.4 \ucd08\uace0\uc18d \ub808\uc774\uc800 \uad11\ud559 \uc751\uc6a9 \ubd84\uc57c\uc758 \ubd80\uc0c1<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud569\uc131 \uc11d\uc601\uc758 \ucc9c\uc5f0 \uc6d0\ub8cc \ub300\ube44 \ube44\uc6a9 \ub3d9\ub4f1\uc131<\/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 \ubd88\uc548\uc815\ud55c \ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8 \ucc44\uad74\ub7c9 \ubc0f \uac00\uaca9 \ubcc0\ub3d9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uad11\uc0b0\uc758 \uc5c4\uaca9\ud55c \ud658\uacbd \uc778\ud5c8\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e0\uaddc HPQ \uacf5\uae09\uc5c5\uccb4\uc758 \ub290\ub9b0 \uc790\uaca9 \uc2ec\uc0ac \uc8fc\uae30<\/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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \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 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uacf5\uae09\uc6d0 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ucc9c\uc5f0 \uc11d\uc601 (\ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud569\uc131 \uc11d\uc601 (\uc218\uc5f4\/CVD)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc815\uc81c \uc11d\uc601 \ubaa8\ub798 (\uace0\uccb4 \uc0c1\ud0dc)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc751\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubc18\ub3c4\uccb4<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud0dc\uc591\uad11<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc870\uba85<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud1b5\uc2e0 \ubc0f \uad11\ud559<\/li>\n<li class=\"toc-level-3\">5.2.5 \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \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 (%)\/\uc21c\uc704 \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 Australian Silica Quartz Group Ltd<\/li>\n<li class=\"toc-level-3\">6.4.2 Covia Holdings LLC<\/li>\n<li class=\"toc-level-3\">6.4.3 Greentech Minerals Limited<\/li>\n<li class=\"toc-level-3\">6.4.4 Imerys<\/li>\n<li class=\"toc-level-3\">6.4.5 Jiangsu Pacific Quartz Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.4.6 Momentive Technologies<\/li>\n<li class=\"toc-level-3\">6.4.7 Nihon Dempa Kogyo Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Russian Quartz LLC<\/li>\n<li class=\"toc-level-3\">6.4.9 Sibelco<\/li>\n<li class=\"toc-level-3\">6.4.10 SIMCOA<\/li>\n<li class=\"toc-level-3\">6.4.11 The Quartz Corp<\/li>\n<li class=\"toc-level-3\">6.4.12 ULTRA HPQ<\/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>\uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5 \uac1c\uc694: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uace0\uc21c\ub3c4 \uc11d\uc601(High Purity Quartz, HPQ) \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uacf5\uae09\uc6d0 \uc720\ud615(\ucc9c\uc5f0 \uc11d\uc601(\ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8), \ud569\uc131 \uc11d\uc601(\uc218\uc5f4\/CVD), \uc815\uc81c \uc11d\uc601 \ubaa8\ub798(\uace0\uccb4 \uc0c1\ud0dc)), \uc751\uc6a9 \ubd84\uc57c(\ubc18\ub3c4\uccb4, \ud0dc\uc591\uad11, \uc870\uba85, \ud1b5\uc2e0 \ubc0f \uad11\ud559 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc608\uce21\uc740 \ubb3c\ub7c9(\ud1a4)\uc744 \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5\uc740 2026\ub144\uc5d0 119.27\ud0ac\ub85c\ud1a4 \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, 2025\ub144\uc758 110.49\ud0ac\ub85c\ud1a4\uc5d0\uc11c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 174.83\ud0ac\ub85c\ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 7.95%\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ud3c9\uac00\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc624\uc5fc \ud55c\uacc4\ub97c \ub354\uc6b1 \uc5c4\uaca9\ud558\uac8c \uc124\uc815\ud558\uace0, \ud0dc\uc591\uad11 \uc789\uacf3 \uc0dd\uc0b0\uc790\ub4e4\uc774 \ub354 \ud070 \uc6a9\uad11\ub85c\ub97c \uac00\ub3d9\ud558\uba70, \uad11\ud559 \uc804\ubb38\uac00\ub4e4\uc774 \uadf9\ud55c\uc758 \ub808\uc774\uc800 \uc548\uc815\uc131\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c \uace0\uc21c\ub3c4 \uc11d\uc601\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uacfc \uc911\uad6d\uc758 \uc0c8\ub85c\uc6b4 \ub9e4\uc7a5\uc9c0 \uac1c\ubc1c\uc740 \uae30\uc874 \uc11c\uad6c \uc0dd\uc0b0\uc790\ub4e4\uacfc \uacf5\uae09\uc6d0 \ud604\uc9c0\ud654\ub97c \ucd94\uad6c\ud558\ub294 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4 \uac04\uc758 \uc804\ub7b5\uc801 \uacbd\uc7c1\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uac01\uad6d \uc815\ubd80\ub294 \uace0\uc21c\ub3c4 \uc11d\uc601\uc744 \uc804\ub7b5 \uad11\ubb3c\ub85c \ucde8\uae09\ud558\uc5ec \ud574\uc678 \ud22c\uc790 \uaddc\uc81c\ub97c \ud615\uc131\ud558\uace0 \ub300\uccb4 \uacf5\uae09 \uacbd\ub85c\uc5d0 \ubcf4\uc870\uae08\uc744 \uc9c0\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc77c\uad00\ub418\uac8c \ub0ae\uc740 \uc54c\uce7c\ub9ac \uc218\uc900\uc744 \uac15\uc870\ud558\uba70, \uc774\ub294 \uacf5\uae09 \uc8fc\uad8c\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uc9c0\uc5ed\uc5d0\uc11c \ud569\uc131 \ub4f1\uae09\uc758 \uc120\ud638\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uacf5\uae09\uc6d0 \uc720\ud615\ubcc4: 2025\ub144 \uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5\uc5d0\uc11c \ucc9c\uc5f0 \uc11d\uc601\uc774 61.12%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud569\uc131 \uc11d\uc601\uc740 2031\ub144\uae4c\uc9c0 8.68%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: 2025\ub144 \uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5 \uaddc\ubaa8\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc774 42.10%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud0dc\uc591\uad11 \uc751\uc6a9 \ubd84\uc57c\ub294 2031\ub144\uae4c\uc9c0 12.15%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 64.40%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 8.22%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uae00\ub85c\ubc8c \uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p> 3.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>\uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucc28\uc138\ub300 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ud339\uc758 \uae09\uc99d\ud558\ub294 \uc218\uc694 (+2.8% CAGR \uc601\ud5a5): 2025\ub144\uc5d0\uc11c 2027\ub144 \uc0ac\uc774\uc5d0 \uc608\uc815\ub41c \uc0c8\ub85c\uc6b4 300mm \uc2dc\uc124\uc5d0 \ub300\ud55c \uc804 \uc138\uacc4 \uc7a5\ube44 \uc9c0\ucd9c 4\ucc9c\uc5b5 \ub2ec\ub7ec\ub294 \uc11d\uc601 \ub3c4\uac00\ub2c8, \ud29c\ube0c, \ubcf4\ud2b8 \ub4f1 \uace0\uc21c\ub3c4 \uacf5\uc815 \ubd80\ud488\uc758 \uc18c\ube44\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. 2nm \ub85c\uc9c1 \ub178\ub4dc\ub85c \uc804\ud658\ud558\ub294 \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc740 \uae08\uc18d \uc624\uc5fc\uc744 ppb(parts-per-billion) \uc218\uc900\uc73c\ub85c \uc81c\uc5b4\ud574\uc57c \ud558\ubbc0\ub85c \uc6e8\uc774\ud37c\ub2f9 \uc11d\uc601 \uc0ac\uc6a9\ub7c9\uc774 \uc99d\uac00\ud569\ub2c8\ub2e4. \uace0\ub300\uc5ed\ud3ed \ubaa8\ub4c8\uc744 \ud655\uc7a5\ud558\ub294 \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub354 \ud070 \uacb0\uc815 \uc131\uc7a5\ub85c\ub97c \ucc44\ud0dd\ud558\uc5ec \ub354 \ub192\uc740 \uc5f4\ucda9\uaca9 \uc800\ud56d\uc131\uc744 \uac00\uc9c4 \ub3c4\uac00\ub2c8\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ud55c\uad6d\uacfc \ub300\ub9cc\uc758 \uc778\uc99d \ud504\ub85c\uadf8\ub7a8\uc740 4N+ \uc21c\ub3c4 \ubca4\uce58\ub9c8\ud06c\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud339 \uadfc\ucc98\uc758 \uc0c1\ub958 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc815\uc81c \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \ubbf8\uad6d\uc5d0\uc11c\ub294 CHIPS \ubc95\uc548\uc758 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \uacf5\uc7a5\ub4e4\uc774 \ub2e8\uc77c \uad11\uc0b0 \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud558\uae30 \uc704\ud574 \uc774\uc911 \uacf5\uae09\ub418\ub294 \ud569\uc131 \ub300\uc548\uc744 \uc694\uccad\ud558\uba70, \uc870\ub2ec \uacc4\uc57d\uc5d0 \uc7a5\uae30 \uad6c\ub9e4 \uc870\ud56d\uc744 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud0dc\uc591\uad11 \ub4f1\uae09 \uc789\uacf3 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300 (+2.1% CAGR \uc601\ud5a5): \uc804 \uc138\uacc4 \uacb0\uc815\uc9c8 \uc2e4\ub9ac\ucf58 \ubaa8\ub4c8 \uc218\uc694\ub294 2030\ub144\uae4c\uc9c0 \ud0dc\uc591\uad11 \ub4f1\uae09 \uc11d\uc601\uc758 12.40% \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc911\uad6d \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc0dd\uc0b0\uc790\ub4e4\uc740 2600mm \uc9c1\uacbd\uc758 \ud480\ub7ec\ub97c \uac00\uc18d\ud654\ud558\uc5ec \uc0ac\uc774\ud074\ub2f9 \ub354 \ud070 \ub3c4\uac00\ub2c8\ub97c \uc18c\ube44\ud558\uba70 \ub2e8\uc704 \uc11d\uc601 \uc801\uc7ac\ub7c9\uc744 \ub298\ub9bd\ub2c8\ub2e4. \uc720\ub7fd \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uacfc \uc720\uc0ac\ud55c \uc778\uc13c\ud2f0\ube0c\ub97c \ud65c\uc6a9\ud558\uc5ec \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc744 \ud604\uc9c0\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc9c0\uc5ed \uc6d0\uc790\uc7ac \uc218\uc694\ub97c \ud655\ub300\ud569\ub2c8\ub2e4. \ucca0\ubd84 5ppm \ubbf8\ub9cc, \ucd1d \ubd88\uc21c\ubb3c 300ppm \ubbf8\ub9cc\uacfc \uac19\uc740 \uc5c4\uaca9\ud55c \uc21c\ub3c4 \uae30\uc900\uc740 \uc544\uc2dc\uc544 \uc815\uc81c \ud5c8\ube0c\uc5d0\uc11c \uace0\uae09 \uc0b0 \uce68\ucd9c \ud68c\ub85c\uc758 \ubc30\uce58\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ud3d0\uc1c4 \ub8e8\ud504 \uc218\ucc98\ub9ac \uc2dc\uc2a4\ud15c\uc744 \uc124\uce58\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub354 \ube60\ub978 \ud658\uacbd \uc2b9\uc778\uc744 \ud655\ubcf4\ud558\uc5ec \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<br \/>\n*   \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd \uad6d\ub0b4 \ubcf5\uadc0 (\uc628\uc1fc\uc5b4\ub9c1) (\ubbf8\uad6d\/EU) (+1.7% CAGR \uc601\ud5a5): 2024\ub144 5\uc6d4 \ubc1c\ud6a8\ub41c \uc720\ub7fd \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(European Critical Raw Materials Act)\uc740 2030\ub144\uae4c\uc9c0 \uc804\ub7b5 \uc6d0\uc790\uc7ac\uc758 \uad6d\ub0b4 \uac00\uacf5 \ube44\uc728\uc744 40%\ub85c \ubaa9\ud45c\ud558\uba70, \uc2e4\ub9ac\ucf58 \uae08\uc18d \ud22c\uc785\ubb3c\uc744 \uadf8 \ubc94\uc704\uc5d0 \ud3ec\ud568\uc2dc\ud0b5\ub2c8\ub2e4. \uac00\uacf5 \uacf5\uc7a5\uc5d0 \ub300\ud55c 15\uac1c\uc6d4\uc758 \uac04\uc18c\ud654\ub41c \ud5c8\uac00 \uc808\ucc28\ub294 \ub3c5\uc77c\uacfc \ud504\ub791\uc2a4\uc758 \uc218\uc5f4 \uc11d\uc601 \uc131\uc7a5 \ud0c0\ub2f9\uc131 \uc870\uc0ac\ub97c \uac00\uc18d\ud654\ud569\ub2c8\ub2e4. \ubd81\ubbf8\uc5d0\uc11c\ub294 CHIPS \uc778\uc13c\ud2f0\ube0c\uac00 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ubbf8\uad6d \ub610\ub294 \ub3d9\ub9f9\uad6d \uc6d0\ub8cc\ub97c \ubcf4\uc0c1\ud558\ub294 \uc870\ub2ec \ud3c9\uac00\ud45c\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \ud638\uc8fc \uae30\uc5c5\ub4e4\uc740 \uc9c0\uc9c8\ud559\uc801 \ub9e4\ud551 \ubc0f \uc5fc\uc18c\ud654 \uc2dc\ubc94 \uc791\uc5c5\uc744 \ud1b5\ud574 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ucc45\ub4e4\uc740 \uad6c\ub9e4\uc790 \uc778\uc99d \uae30\uac04\uc744 \uc5f0\uc7a5\ud558\uc9c0\ub9cc, \ubaa9\ud45c \ub2ec\uc131 \uc2dc \uc7a5\uae30 \uacc4\uc57d \ubcf4\uc548\uc744 \uc57d\uc18d\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd08\uace0\uc18d \ub808\uc774\uc800 \uad11\ud559 \uc751\uc6a9 \ubd84\uc57c\uc758 \ubd80\uc0c1 (+0.9% CAGR \uc601\ud5a5): \ud3a8\ud1a0\ucd08 \uac00\uacf5, \uc720\ub9ac \uc778\ud130\ud3ec\uc800, \uace0\ucd9c\ub825 \uc138\ub77c\ubbf9 \ub808\uc774\uc800\ub294 2.5 \u00d7 10\u207b\u2077 cm\u207b\u00b9 \ubbf8\ub9cc\uc758 \ud761\uc218 \uacc4\uc218, 20ppm \ubbf8\ub9cc\uc758 \uc218\uc0b0\ud654\ubb3c \ud568\ub7c9, \uadf8\ub9ac\uace0 \ubc00\uc811\ud558\uac8c \uc77c\uce58\ud558\ub294 \uc5f4\ud33d\ucc3d\uc744 \uac00\uc9c4 \ud569\uc131 \uc11d\uc601\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ud2b9\uc218 \ub4f1\uae09\uc740 \uc5c4\uaca9\ud55c \uce58\uc218 \uacf5\ucc28\ub85c \uc778\ud574 \ubc18\ub3c4\uccb4 \ubc8c\ud06c \uac00\uaca9\uc758 4\ubc30\ub97c \ucd08\uacfc\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uacfc \uc77c\ubcf8\uc758 \uad11\ud559 \uae30\uc5c5\ub4e4\uc740 \ucc28\uc138\ub300 \ud3ec\ud1a0\ub2c9 IC\ub97c \uc704\ud55c \uc800\uc720\uc804\uc728(low-k) \uc0c1\ud638 \uc5f0\uacb0\uc744 \ub0b4\uc7a5\ud558\ub294 \uc6a9\uc735 \uc2e4\ub9ac\uce74 \uae30\ud310\uc744 \uacf5\ub3d9 \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubb3c\ub7c9\uc740 \uc544\uc9c1 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0 \uba38\ubb3c\uc9c0\ub9cc, \ub192\uc740 \ub9c8\uc9c4\uc740 \uc624\ud1a0\ud074\ub808\uc774\ube0c \uc2a4\ucf00\uc77c\uc5c5\uc744 \ub9c8\uc2a4\ud130\ud558\uba74\uc11c\ub3c4 \ubb34\uacb0\ud568 \uacb0\uc815\uc744 \uc720\uc9c0\ud558\ub294 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<br \/>\n*   \ud569\uc131 \uc11d\uc601\uc758 \ucc9c\uc5f0 \uc6d0\ub8cc \ub300\ube44 \ube44\uc6a9 \ub3d9\ub4f1\uc131 (+0.5% CAGR \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc120\uc9c4 \uc2dc\uc7a5\uc758 \uc81c\uc870 \uc13c\ud130\uc5d0\uc11c \ud569\uc131 \uc11d\uc601\uc758 \uc0dd\uc0b0 \ube44\uc6a9\uc774 \ucc9c\uc5f0 \uc11d\uc601\uacfc \uc720\uc0ac\ud574\uc9c0\uba74\uc11c \uc2dc\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 3.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>\uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8 \ucc44\uad74\ub7c9 \ubcc0\ub3d9\uc131 \ubc0f \uac00\uaca9 \ubcc0\ub3d9 (-1.4% CAGR \uc601\ud5a5): 2024\ub144 \uc911\uad6d \uc2dc\uc7a5\uc758 \uadf9\uc2ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc740 \ud558\ub958 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ucc9c\uc5f0 \uace0\uc21c\ub3c4 \uc11d\uc601 \uacf5\uae09 \ubc0f \uc7ac\uace0\ub97c \uad00\ub9ac\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. 2024\ub144 9\uc6d4 \ud5c8\ub9ac\ucf00\uc778 \ud5ec\ub80c\uc774 \uc2a4\ud504\ub8e8\uc2a4 \ud30c\uc778(Spruce Pine) \uc6b4\uc601\uc5d0 \ubbf8\uce5c \uc601\ud5a5\uc740 \uacf5\uae09 \uc9d1\uc911 \uc704\ud5d8\uc744 \ub178\ucd9c\uc2dc\ucf30\uc73c\uba70, Sibelco\uc640 The Quartz Corp\ub294 \uc6b4\uc601\uc744 \uc911\ub2e8\ud558\uace0 The Quartz Corp\ub294 CNBC\uc5d0 \uc7ac\uac1c \uc2dc\uc810\uc5d0 \ub300\ud55c &#8220;\uac00\uc2dc\uc131\uc774 \uc5c6\ub2e4&#8221;\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8 \ub9e4\uc7a5\uc9c0\uc758 \uc9c0\uc9c8\ud559\uc801 \ubcc0\ub3d9\uc131\uc740 \uc9c0\uc18d\uc801\uc778 \ud3c9\uac00\uc640 \ub4f1\uae09 \uad00\ub9ac\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc18c\uaddc\ubaa8 \ucc44\uad74 \uc791\uc5c5\uc740 \ub0a0\uc528 \ubc29\ud574, \uc7a5\ube44 \uace0\uc7a5, \ud5c8\uac00 \uc9c0\uc5f0\uc73c\ub85c \uc778\ud55c \ucd94\uac00\uc801\uc778 \uc608\uce21 \ubd88\uac00\ub2a5\uc131\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4. \uace0\uc21c\ub3c4 \uc11d\uc601 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \ubc18\ub3c4\uccb4 \ubc0f \ud0dc\uc591\uad11 \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc0c1\ub2f9\ud55c \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc870\ub2ec \ud300\uc774 \uacf5\uae09 \uc704\ud5d8\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 \uc774\uc911 \uacf5\uae09 \uc804\ub7b5\uacfc \uc7ac\uace0 \uc644\ucda9 \uc7a5\uce58\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uad11\uc0b0\uc758 \uc5c4\uaca9\ud55c \ud658\uacbd \uc778\ud5c8\uac00 (-0.8% CAGR \uc601\ud5a5): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\ub294 \uace0\uc21c\ub3c4 \uc11d\uc601 \ucc44\uad74 \uc791\uc5c5\uc758 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uad11\uc0b0 \ud655\uc7a5\uc744 \uc81c\ud55c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc5d0\uc11c\ub294 \ud3ec\uad04\uc801\uc778 \ud658\uacbd \ud3c9\uac00, \uc218\ucc98\ub9ac \uc2dc\uc2a4\ud15c, \uba3c\uc9c0 \uc81c\uc5b4 \uc870\uce58\ub97c \uc694\uad6c\ud558\ub294 \uc815\ucc45\uc774 \uc18c\uaddc\ubaa8 \ud5c8\uac00\ubcf4\ub2e4 \ub300\uaddc\ubaa8 \uc6b4\uc601\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ubb3c \uc0ac\uc6a9 \uc81c\ud55c \ubc0f \ub300\uae30 \uc9c8 \uaddc\uc81c\ub294 \uac00\uacf5 \uc2dc\uc124\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc744 \ub354\uc6b1 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc5f0\uc7a5\ub41c \ud5c8\uac00 \uae30\uac04\uacfc \ubcf5\uc7a1\ud55c \uaddc\uc81c \uc900\uc218\ub294 \uc0b0\uc5c5\uc744 \ud1b5\ud569\uc73c\ub85c \uc774\ub04c\uba70, \ud2c8\uc0c8 \uc2dc\uc7a5\uc5d0 \uacf5\uae09\ud558\ub294 \uc18c\uaddc\ubaa8 \uc9c0\uc5ed \uacf5\uae09\uc5c5\uccb4\uc5d0 \ubd88\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uaddc HPQ \uacf5\uae09\uc5c5\uccb4\uc758 \ub290\ub9b0 \uc778\uc99d \uc8fc\uae30 (-0.6% CAGR \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc2e0\uaddc \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ub290\ub9b0 \uc778\uc99d \uc8fc\uae30\ub294 \uc2dc\uc7a5 \uc9c4\uc785\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uacbd\uc7c1\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 4.1. \uacf5\uae09\uc6d0 \uc720\ud615\ubcc4: \ud569\uc131 \uacbd\ub85c\uc758 \uc778\uc99d \ubaa8\uba58\ud140 \uc99d\uac00<\/p>\n<p>*   \ucc9c\uc5f0 \uc11d\uc601: 2025\ub144 \uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5\uc5d0\uc11c 61.12%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \uc8fc\ub85c \ub3c4\uac00\ub2c8 \ubc0f \ud29c\ube0c \uc81c\uc870\uc5c5\uccb4\uc640\uc758 \ubfcc\ub9ac \uae4a\uc740 \uacf5\uae09 \uad00\uacc4 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ucc9c\uc5f0 \uc11d\uc601 \uacf5\uae09\uc740 \uae30\ud6c4 \ubcc0\ud654\uc640 \ucc44\uad74 \uac00\ub2a5\ud55c \ub9e4\uc7a5\ub7c9 \uace0\uac08\uc5d0 \ucde8\uc57d\ud569\ub2c8\ub2e4.<br \/>\n*   \ud569\uc131 \uc11d\uc601: \uc77c\ubcf8, \ud55c\uad6d, \ubbf8\uad6d\uc5d0\uc11c\uc758 \uc218\uc5f4 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300\uc5d0 \ud798\uc785\uc5b4 8.68%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud569\uc131 \ub4f1\uae09\uc758 \uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2nm \uacf5\uc815 \ub77c\uc778\uc5d0\uc11c \uc6e8\uc774\ud37c \ubd88\ub7c9\ub960\uc744 \ud06c\uac8c \uc904\uc774\ub294 \uc77c\uad00\ub41c \ubd88\uc21c\ubb3c \ud504\ub85c\ud30c\uc77c\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \ub610\ud55c \ud569\uc131 \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \ucc44\uad74 \ud5c8\uac00\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0 \uc720\ub7fd\uc758 \ud568\ub7c9 \uaddc\uc815\uc744 \ucda9\uc871\ud558\uba70, \uc774\ub294 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act)\uc5d0 \ub530\ub77c \uacb0\uc815\uc801\uc778 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n<p>\ucc9c\uc5f0 \ub4f1\uae09 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc810\uc720\uc728 \uce68\uc2dd\uc744 \ub9c9\uae30 \uc704\ud574 \uc815\uc81c \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uc790\uae30 \ubd84\ub9ac \ud68c\ub85c\ub294 \uc6b4\ubaa8 \ubc0f \uc7a5\uc11d \uc0c1\uc744 \uc81c\uac70\ud558\uace0, \uace0\uc628 \uc5fc\uc18c\ud654 \uc7a5\uce58\ub294 \uc54c\uce7c\ub9ac \ud754\uc801\uc744 \uc904\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc870\ud569\uc740 \ub2ec\uc131 \uac00\ub2a5\ud55c \uc21c\ub3c4\ub97c 4N+\ub85c \ub192\uc5ec \ud569\uc131 \ub300\uc548\uacfc\uc758 \ud488\uc9c8 \uaca9\ucc28\ub97c \uc881\ud799\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8 \uc0dd\uc0b0\ub7c9\uc740 \uae30\ud6c4 \ubcc0\ud654\uc640 \ucc44\uad74 \uac00\ub2a5\ud55c \ub9e4\uc7a5\ub7c9 \uace0\uac08\uc5d0 \ucde8\uc57d\ud558\uc5ec \ud558\ub958 \uae30\uc5c5\ub4e4\uc774 \uad6c\ub9e4 \uacc4\uc57d\uc744 \ub2e4\ubcc0\ud654\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \ub450 \uacf5\uae09\uc6d0 \uac04\uc758 \ube44\uc6a9 \uad6c\uc870 \uc218\ub834\uc740 \uad6c\ub9e4\uc790\ub4e4\uc774 \ud2b9\uc218 \uad11\ud559\uc6a9 \uacb0\uc815 \ud06c\uae30 \uc694\uad6c \uc0ac\ud56d\uacfc \uacf5\uae09 \ubcf4\uc548\uc744 \uc800\uc6b8\uc9c8\ud568\uc5d0 \ub530\ub77c \ud611\uc0c1 \uc5ed\ud559\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 4.2. \uc751\uc6a9 \ubd84\uc57c\ubcc4: \ubc18\ub3c4\uccb4 \uc9c0\ubc30\ub825\uacfc \ud0dc\uc591\uad11 \uac00\uc18d\ud654<\/p>\n<p>*   \ubc18\ub3c4\uccb4: 2025\ub144 \uc0ac\uc6a9\ub7c9\uc758 42.10%\ub97c \ucc28\uc9c0\ud558\uba70, \ub354 \ud070 \uc6e8\uc774\ud37c \ud615\uc2dd\uacfc \ub354 \ub192\uc740 \uc885\ud6a1\ube44 \uc7a5\uce58\ub85c\uc758 \uc9c0\uc18d\uc801\uc778 \uc804\ud658\uc5d0 \ud798\uc785\uc5b4 \uc120\ub450\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud0dc\uc591\uad11: \uc911\uad6d, \uc778\ub3c4, \uc720\ub7fd \uc5f0\ud569 \uc804\uc5ed\uc758 \uacf5\uaca9\uc801\uc778 PV \uc124\uce58 \ubaa9\ud45c\ub97c \ubc18\uc601\ud558\uc5ec 12.15%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \ud0dc\uc591\uad11 \ub3c4\uac00\ub2c8\uc6a9 \uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 56.35\ud0ac\ub85c\ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ub0b4\ubabd\uace8\uacfc \uad6c\uc790\ub77c\ud2b8\uc758 \ub2e4\uc911 GW \ud480\ub7ec \ub2e8\uc9c0\ub294 \ub2e4\ub144\uac04\uc758 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc870\uba85, \ud1b5\uc2e0 \ubc0f \uace0\uae09 \uad11\ud559: \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc5d0\uc11c \uc548\uc815\uc801\uc778 \uc911\uac04 \ud55c \uc790\ub9bf\uc218 \ube44\uc728\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ub354 \ub192\uc740 \ub2e8\uc704 \uc218\uc775\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. FTTH(Fiber-to-the-Home) \ud655\uc7a5\uc740 \ud504\ub9ac\ud3fc \ucf00\uc778 \uc694\uad6c \uc0ac\ud56d\uc744 \uc99d\uac00\uc2dc\ud0a4\uba70, \uc5ec\uae30\uc11c 0.2ppm \uc218\ubd84 \ub4f1\uac00\ubb3c \ubbf8\ub9cc\uc758 \uc218\uc0b0\ud654\ubb3c \uc81c\uc5b4\ub294 \uac10\uc1e0 \uc190\uc2e4\uc744 \uc904\uc785\ub2c8\ub2e4. \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\uc6a9 Through-glass-via \uae30\ud310\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 0.1\u00b5m \ubbf8\ub9cc\uc758 \uac70\uce60\uae30\ub85c \ubb34\uacb0\ud568 \ud45c\uba74\uc744 \ub2ec\uc131\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 \ucd08\uae30 \uc124\uacc4 \uc704\uce58\ub97c \ud655\ubcf4\ud558\uc5ec \uc778\uc99d \ubc0f \uacf5\uae09 \uc548\uc815\uc131\uc758 \uc120\uc21c\ud658\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc18c\ube44\ub7c9\uc758 64.40%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc774 \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \uc0dd\uc0b0\uc744 \ud655\uc7a5\ud558\uace0 \ub300\ub9cc\uc774 2nm \ub85c\uc9c1 \uc0dd\uc0b0\uc5d0 \uadfc\uc811\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 8.22%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 2025\ub144 4\uc6d4 \uc911\uad6d \uc815\ubd80\uac00 \uace0\uc21c\ub3c4 \uc11d\uc601\uc744 \uc804\ub7b5 \uad11\ubb3c\ub85c \ubd84\ub958\ud558\uae30\ub85c \uacb0\uc815\ud558\uba74\uc11c \uce5c\ub9c1(Qinling)\uacfc \uc54c\ud0c0\uc774(Altay) \uc9c0\uc5ed\uc758 \ud0d0\uc0ac\uac00 \uac00\uc18d\ud654\ub418\uace0 \uac00\uacf5 \ud5c8\ube0c\uc5d0 \uc800\uae08\ub9ac \uc2e0\uc6a9\uc774 \uc81c\uacf5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uc7ac\ub8cc \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uad6d\ub0b4 \ud339\uacfc\uc758 \uad00\uacc4\ub97c \uc2ec\ud654\ud558\uba70 \ub2e8\uc77c \uad11\uc0b0 \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \ud569\uc131 \uacbd\ub85c\ub97c \uac15\uc870\ud569\ub2c8\ub2e4. \ud55c\uad6d\uc740 \uba54\ubaa8\ub9ac \ub9ac\ub354\uc2ed\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ud638\uc8fc\ub294 \uc544\uc2dc\uc544 \ud574\uc0c1 \uc6b4\uc1a1 \uacbd\ub85c\ub97c \ub2e8\ucd95\ud558\ub294 \ud574\uc548 \uc2e4\ub9ac\uce74 \ud504\ub85c\uc81d\ud2b8\ub97c \uc0c1\uc5c5\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc0ac\uc6a9\ub7c9\uc5d0\uc11c \ub450 \ubc88\uc9f8\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc758 \uc2a4\ud504\ub8e8\uc2a4 \ud30c\uc778(Spruce Pine)\uc740 \uc138\uacc4 \ucd5c\ub300\uc758 \ucc9c\uc5f0 HPQ \ube14\ub85d \uacf5\uae09\uc6d0\uc774\uba70, Sibelco\uc758 2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ub77c\uc778 \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 2025\ub144\uae4c\uc9c0 \uc81c\ubd84 \ucc98\ub9ac\ub7c9\uc744 \ub298\ub9b4 \uac83\uc785\ub2c8\ub2e4. CHIPS \uae30\uae08\uc744 \ubc1b\ub294 \ud604\uc9c0 \ud339\ub4e4\uc740 \uac70\uc758 \uc81c\ub85c\uc5d0 \uac00\uae4c\uc6b4 \uc6b4\uc1a1 \ubc30\ucd9c\ub7c9\uc744 \uc790\ub791\ud558\ub294 \uc9c0\uc5ed \ud569\uc131 \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uce90\ub098\ub2e4\ub294 \ub300\uc11c\uc591 \uc11d\uc601 \uad11\ub9e5\uc744 \uc804\ub7b5\uc801 \uc6d0\ub8cc\ub85c \ud3ec\uc9c0\uc154\ub2dd\ud558\uba70, \ud575\uc2ec \uad11\ubb3c\uc5d0 \ub300\ud55c \uac04\uc18c\ud654\ub41c \uc5f0\ubc29 \ud5c8\uac00\ub97c \ud1b5\ud574 \uc9c0\uc6d0\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc758 \uc2dc\uc7a5 \uada4\uc801\uc740 \ubbf8\uad6d \ud339\ub4e4\uc774 \uc138 \uac1c\uc758 \uc0c8\ub85c\uc6b4 300mm \ub77c\uc778\uc744 \uac00\ub3d9\ud558\ub294 \uc18d\ub3c4\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uc774\ub294 \uc5f0\uac04 10\ud0ac\ub85c\ud1a4\uc758 \uc218\uc694\ub97c \ubcc0\ud654\uc2dc\ud0ac \uc218 \uc788\ub294 \ubcc0\ub3d9 \uc694\uc778\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc9c0\uc6d0\uc801\uc778 \uc815\ucc45\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act)\uc740 2030\ub144\uae4c\uc9c0 \uc720\ub7fd \uc5f0\ud569 \ub0b4\uc5d0\uc11c 10%\uc758 \ucd94\ucd9c \ubc0f 40%\uc758 \uac00\uacf5 \ubaa9\ud45c\ub97c \uc2dc\ud589\ud569\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ub2e8\uc9c0\uc640 \ud504\ub791\uc2a4\uc758 \uad11\ud559 \ubc38\ub9ac\ub294 \uc9c0\uc5ed \uc9c0\uc5f4\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc5d0\ub108\uc9c0 \uc9d1\uc57d\ub3c4\ub97c \ub0ae\ucd94\ub294 \uc218\uc5f4 \ubc18\uc751\uae30\ub97c \uacf5\ub3d9\uc73c\ub85c \uc2dc\ubc94 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\uce78\ub514\ub098\ube44\uc544 \uad11\uc0b0\uc5c5\uccb4\ub4e4\uc740 \uc6d0\uc0ac(crude sand)\ub97c \uc6b4\uc1a1\ud558\ub294 \ub300\uc2e0 \ubd80\uac00\uac00\uce58 \ucc3d\ucd9c\uc744 \ud3c9\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a8\ubbf8\uc640 \uc911\ub3d9\uc758 \uc2e0\ud765 \uc2dc\uc7a5\uc740 \ub0ae\uc740 \uae30\ubc18\uc5d0\uc11c \uc2dc\uc791\ud558\uc9c0\ub9cc, PV \ubaa8\ub4c8 \ubc0f \uc720\ub9ac \uc12c\uc720 \uccb4\uc778\uacfc\uc758 \ud558\ub958 \ud1b5\ud569\uc744 \ucd94\uad6c\ud558\uba70, \uc804 \uc138\uacc4 \uacf5\uae09\uc5d0 \uc810\uc9c4\uc801\uc774\uc9c0\ub9cc \uc9c0\uc18d\uc801\uc778 \uc218\uc694\ub97c \uc57d\uc18d\ud569\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uace0\uc21c\ub3c4 \uc11d\uc601 \uc0b0\uc5c5\uc740 \ud1b5\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ub450 \uac1c\uc758 \uc2a4\ud504\ub8e8\uc2a4 \ud30c\uc778 \uc0dd\uc0b0\uc790\uac00 \ubc18\ub3c4\uccb4 \ud339\uc5d0 \ub300\ud55c \ucc9c\uc5f0 \ub4f1\uae09 \uacf5\uae09\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \ub124 \uac1c\uc758 \uc544\uc2dc\uc544 \ud569\uc131 \uacf5\uae09\uc5c5\uccb4\uac00 \ud0dc\uc591\uad11 \ub3c4\uac00\ub2c8 \uc81c\uc870\uc5c5\uccb4\uc758 \uc99d\uac00\ud558\ub294 \uc810\uc720\uc728\uc744 \ub2f4\ub2f9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uc804\ub7b5\uc740 \ud68c\ubcf5\ud0c4\ub825\uc131\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\uad6c \ud339\ub4e4\uc740 \uc774\uc911 \uacf5\uae09\uc744 \uc694\uad6c\ud558\uace0 \uba87 \uc8fc\uac04\uc758 \uacf5\uae09 \uc911\ub2e8\uc5d0 \ub300\ud55c \uc704\uc57d\uae08 \uc870\ud56d\uc744 \uc124\uc815\ud569\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uace0\uac1d \uacf5\uc6d0 \uadfc\ucc98\uc5d0 \uc704\uc131 \uc7ac\uace0 \ub178\ub4dc\ub97c \uad6c\ucd95\ud558\uc5ec \ub300\uc751\ud569\ub2c8\ub2e4. \uae30\uc220 \ucc28\ubcc4\ud654\ub294 \uae08\uc18d \uc624\uc5fc\uc744 35% \uc904\uc774\ub294 \ub2e4\uc911 \uad6c\uc5ed \uce68\ucd9c \ubc18\uc751\uae30\uc640 \ubb34\uc9c4(dust-free) \ud3ec\uc7a5\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \ud658\uacbd \uc778\uc99d\uc740 \uc911\uc694\uc131\uc744 \ub354\ud558\uace0 \uc788\uc73c\uba70, \ud3d0\uc1c4 \ub8e8\ud504 \uc0b0 \ud68c\uc218\ub97c \uad11\uace0\ud558\ub294 \uae30\uc5c5\ub4e4\uc740 EU \ud5c8\uac00\ub97c \ub354 \uc27d\uac8c \ud655\ubcf4\ud569\ub2c8\ub2e4. \uc218\uc5f4 \uc885\uc790 \uacb0\uc815 \uae30\uc220\uc744 \ub458\ub7ec\uc2fc \uc9c0\uc801 \uc7ac\uc0b0\uad8c \ubd84\uc7c1\uc740 2027\ub144\uc5d0 \ud2b9\ud5c8 \ub9cc\ub8cc\uac00 \ub2e4\uac00\uc634\uc5d0 \ub530\ub77c \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc911\uad6d\uacfc \uc720\ub7fd \uc5f0\ud569\uc758 \uc0c8\ub85c\uc6b4 \uc815\ucc45 \uccb4\uc81c\ub294 \ud575\uc2ec \uad11\ubb3c \uc790\uc0b0\uc5d0 \ub300\ud55c \uc678\uad6d\uc778 \uacfc\ubc18\uc218 \uc18c\uc720\ub97c \uc81c\ud55c\ud558\uc5ec \uad6d\uacbd \uac04 \uac70\ub798\ub97c \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uace0\uc21c\ub3c4 \uc11d\uc601 \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   The Quartz Corp<br \/>\n*   Sibelco<br \/>\n*   Jiangsu Pacific Quartz Co., Ltd<br \/>\n*   Momentive Technologies<br \/>\n*   Imerys<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: Ultra HPQ\ub294 \ud038\uc990\ub79c\ub4dc\uc758 Sugarbag Hill \ub9e4\uc7a5\uc9c0\uc5d0 \ub300\ud55c \uc608\ube44 \ud0c0\ub2f9\uc131 \uc870\uc0ac\ub97c \uc644\ub8cc\ud588\uc73c\uba70, \uc790\ubcf8 \uc9c0\ucd9c \uc57d 5\uc5b5 \ud638\uc8fc \ub2ec\ub7ec\ub85c 10\uc5b5 \ud638\uc8fc \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc21c\ud604\uc7ac\uac00\uce58(NPV)\ub97c \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 10\uc6d4: Sibelco\ub294 \ud3ed\ud48d \ud53c\ud574 \ubcf5\uad6c \ud6c4 \uc2a4\ud504\ub8e8\uc2a4 \ud30c\uc778(Spruce Pine) \uc6b4\uc601\uc744 \uc7ac\uac1c\ud588\uc73c\uba70, \ubc18\ub3c4\uccb4 \ub3c4\uac00\ub2c8 \uacf5\uae09\ub9dd\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \uc810\uc9c4\uc801\uc73c\ub85c \uc804\uccb4 \uc0dd\uc0b0\ub7c9\uc744 \ubcf5\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uace0\uc21c\ub3c4 \uc11d\uc601(High Purity Quartz, HPQ) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\uc21c\ub3c4 \uc11d\uc601\uc740 99.997% \uc774\uc0c1\uc758 \uc774\uc0b0\ud654\uaddc\uc18c(SiO2) \uc21c\ub3c4\ub97c \uac00\uc9c0\uba70, \ubd88\uc21c\ubb3c \ud568\ub7c9\uc774 50\u03bcg g\u22121 \ubbf8\ub9cc\uc778 \ubb3c\uc9c8\ub85c \uc815\uc758\ub429\ub2c8\ub2e4. \uc774\ub294 \uc6b0\uc218\ud55c \uae30\uacc4\uc801, \uad11\ud559\uc801, \uc5f4\uc801 \ud2b9\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c \ub2e4\uc591\ud55c \ucca8\ub2e8 \uae30\uc220 \uc81c\ud488 \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 \ud575\uc2ec \uc18c\uc7ac\uc785\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n\uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.95%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 119.27\ud0ac\ub85c\ud1a4\uc5d0\uc11c 2031\ub144\uc5d0\ub294 174.83\ud0ac\ub85c\ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\uc778 (Market Drivers)<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucc28\uc138\ub300 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ud339 \uc218\uc694 \uae09\uc99d: \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc744 \uc704\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud0dc\uc591\uad11 \ub4f1\uae09 \uc789\uacf3 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300: \ud0dc\uc591\uad11 \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc5d0 \ub530\ub77c \uace0\uc21c\ub3c4 \uc11d\uc601\uc758 \ud544\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd\uc758 \uad6d\ub0b4\ud654(\uc628\uc1fc\uc5b4\ub9c1): \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc5f0\ud569(EU)\uc758 \uc815\ucc45\uc801 \uc9c0\uc6d0\uc73c\ub85c \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd\uc758 \ud604\uc9c0\ud654\uac00 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd08\uace0\uc18d \ub808\uc774\uc800 \uad11\ud559 \uc751\uc6a9 \ubd84\uc57c\uc758 \ubd80\uc0c1: \uc0c8\ub85c\uc6b4 \uae30\uc220 \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c \uace0\uc21c\ub3c4 \uc11d\uc601\uc758 \ud65c\uc6a9\uc774 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud569\uc131 \uc11d\uc601\uc758 \ube44\uc6a9 \uacbd\uc7c1\ub825 \ud655\ubcf4: \ud569\uc131 \uc11d\uc601\uc774 \ucc9c\uc5f0 \uc6d0\ub8cc\uc640 \ub3d9\ub4f1\ud55c \uc218\uc900\uc758 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \ub2ec\uc131\ud558\uba70 \uc2dc\uc7a5 \ub9e4\ub825\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d (Market Restraints)<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   \ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8 \ucc44\uad74\ub7c9 \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131: \ucc9c\uc5f0 \uc11d\uc601\uc758 \uc8fc\uc694 \uacf5\uae09\uc6d0\uc778 \ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8\uc758 \ucc44\uad74\ub7c9\uacfc \uac00\uaca9\uc774 \ubd88\uc548\uc815\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uad11\uc0b0\uc758 \uc5c4\uaca9\ud55c \ud658\uacbd \uc778\ud5c8\uac00: \ud658\uacbd \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud574 \uad11\uc0b0 \uac1c\ubc1c \ubc0f \uc6b4\uc601\uc5d0 \uc81c\uc57d\uc774 \ub530\ub985\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uaddc HPQ \uacf5\uae09\uc5c5\uccb4\uc758 \ub290\ub9b0 \uc778\uc99d \uc8fc\uae30: \uc0c8\ub85c\uc6b4 \uace0\uc21c\ub3c4 \uc11d\uc601 \uacf5\uae09\uc5c5\uccb4\uac00 \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud558\uae30 \uc704\ud55c \uc778\uc99d \uc808\ucc28\uac00 \ubcf5\uc7a1\ud558\uace0 \uc2dc\uac04\uc774 \uc624\ub798 \uac78\ub9bd\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc8fc\uc694 \ud1b5\ucc30<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uace0\uc21c\ub3c4 \uc11d\uc601 \uc2dc\uc7a5\uc744 \uc6d0\ub8cc \uc720\ud615, \uc751\uc6a9 \ubd84\uc57c, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc6d0\ub8cc \uc720\ud615\ubcc4: \ucc9c\uc5f0 \uc11d\uc601(\ud398\uadf8\ub9c8\ud0c0\uc774\ud2b8), \ud569\uc131 \uc11d\uc601(\uc218\uc5f4\/CVD), \uc815\uc81c \uc11d\uc601 \ubaa8\ub798(\uace0\uccb4\uc0c1)\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ud569\uc131 \uc11d\uc601\uc740 \ucc44\uad74\ub41c \uc7ac\ub8cc\uc640 \ube44\uc6a9 \ub3d9\ub4f1\uc131\uc744 \ud655\ubcf4\ud558\uace0 \uc6b0\uc218\ud55c \ubc30\uce58 \uc77c\uad00\uc131\uc744 \uc81c\uacf5\ud558\uc5ec, \uacf5\uae09 \ubcf4\uc548 \uc804\ub7b5 \ud558\uc5d0 \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: \ubc18\ub3c4\uccb4, \ud0dc\uc591\uad11, \uc870\uba85, \ud1b5\uc2e0 \ubc0f \uad11\ud559, \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4, \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c\ub85c \ub098\ub269\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \ud339\uc740 \ucca8\ub2e8 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \ub300\ud615 \uc11d\uc601 \ub3c4\uac00\ub2c8 \ubc0f \uacf5\uc815 \ud29c\ube0c\uc5d0 \ucd08\uc800\uc624\uc5fc \uae30\uc900\uc744 \ucda9\uc871\ud574\uc57c \ud558\ubbc0\ub85c, \uc6e8\uc774\ud37c\ub2f9 \uc11d\uc601 \uc0ac\uc6a9\ub7c9\uc774 \ub192\uc544 \uc8fc\uc694 \uc18c\ube44\ucc98\ub85c \uaf3d\ud799\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4 \ub4f1), \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uae30\uc900 \uc804\uccb4 \uc18c\ube44\ub7c9\uc758 64.40%\ub97c \ucc28\uc9c0\ud558\uba70 \ucd5c\ub300 \uc18c\ube44 \uc9c0\uc5ed\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>5. \uc815\ucc45 \ubcc0\ud654\uc758 \uc601\ud5a5<br \/>\n\uc720\ub7fd \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(European Critical Raw Materials Act)\uacfc \ubbf8\uad6d CHIPS \ubc95\uc548 \uc778\uc13c\ud2f0\ube0c\ub294 \ud604\uc9c0 \uac00\uacf5 \ubc0f \uc870\ub2ec\uc744 \uc7a5\ub824\ud558\uba70, \uc774\ub294 \uc7a5\uae30\uc801\uc778 \uad6c\ub9e4 \ud328\ud134\uc5d0 \ubcc0\ud654\ub97c \uac00\uc838\uc62c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. \ub610\ud55c, Australian Silica Quartz Group Ltd, Covia Holdings LLC, Imerys, Jiangsu Pacific Quartz Co., Ltd, Momentive Technologies, Sibelco, The Quartz Corp \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 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