{"id":47935,"date":"2026-02-20T00:12:24","date_gmt":"2026-02-20T00:12:24","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-high-end-semiconductor-packaging-market-mordor\/"},"modified":"2026-09-25T19:53:02","modified_gmt":"2026-09-25T10:53:02","slug":"global-high-end-semiconductor-packaging-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-high-end-semiconductor-packaging-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uace0\uae09 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-high-end-semiconductor-packaging-market-1757617649599-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\/global-high-end-semiconductor-packaging-market-size-image-1770996715423.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 AI\/ML \uac00\uc18d\uae30\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uace0\uae09 \ub178\ub4dc \uc804\ud658<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 IDM\/OSAT\uc758 \uc774\uc885 \ud1b5\ud569 \ub85c\ub4dc\ub9f5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 LEO \uc704\uc131 \ud398\uc774\ub85c\ub4dc\uc6a9 \uce69\ub81b \ucc44\ud0dd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 HPC \ub808\ud2f0\ud074\uc6a9 CoWoS-R(Chip-on-Wafer-on-Substrate) \uc131\uc7a5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \uc720\ub7fd\uc758 \uc815\ubd80 \uc9c0\uc6d0 &#8216;\ubaa8\uc5b4 \ub304 \ubb34\uc5b4&#8217; \ud30c\uc77c\ub7ff \ub77c\uc778<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \uc790\ubcf8 \uc9d1\uc57d\ub3c4 \uc99d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 5nm\ub97c \ub118\uc5b4\uc120 \uc218\uc728 \uad00\ub9ac \ubcf5\uc7a1\uc131<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uc720\uae30 \uc778\ud130\ud3ec\uc800\uc6a9 \uae30\ud310 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 3D-SoC \uc2a4\ud0dd\uc758 \ubd88\uade0\uc77c\ud55c \uc5f4 \ubc29\ucd9c<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \uac70\uc2dc \uacbd\uc81c \uc601\ud5a5 \ud3c9\uac00<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uae30\uc220\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 3D \uc2dc\uc2a4\ud15c \uc628 \uce69 (3D-SoC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 3D \uc2a4\ud0dd \uba54\ubaa8\ub9ac (HBM, HBM-PIM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 2.5D \uc778\ud130\ud3ec\uc800<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \ucd08\uace0\ubc00\ub3c4 \ud32c\uc544\uc6c3 (UHD-FO)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 \uc784\ubca0\ub514\ub4dc Si \ube0c\ub9bf\uc9c0 \/ EMIB<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \ud50c\ub9bd\uce69 \ubcfc \uadf8\ub9ac\ub4dc \uc5b4\ub808\uc774 (FC-BGA)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc6e8\uc774\ud37c \ub808\ubca8 \uce69 \uc2a4\ucf00\uc77c \ud328\ud0a4\uc9c0 (WLCSP)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5 (PLP)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0 (SiP)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 3nm \uc774\ud558<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 4-5 nm<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 6-7 nm<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 10nm \uc774\uc0c1<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \uac00\uc804\uc81c\ud488<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \uc790\ub3d9\ucc28 \ubc0f ADAS<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uc758\ub8cc \uae30\uae30<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \ucf5c\ub86c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.4 \uae30\ud0c0 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \uae30\ud0c0 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.3 \uae30\ud0c0 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.2 \uc774\uc9d1\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          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, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Advanced Semiconductor Engineering Inc. (ASE Technology Holding Co., Ltd.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Amkor Technology, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Intel Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Taiwan Semiconductor Manufacturing Company Limited (TSMC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Samsung Electronics Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 JCET Group Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Siliconware Precision Industries Co., Ltd. (SPIL)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Powertech Technology Inc. (PTI)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 TongFu Microelectronics Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 Fujitsu Limited<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Texas Instruments Incorporated<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 United Microelectronics Corporation (UMC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 STATS ChipPAC Pte Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Hiksemi Microelectronics Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Nanium S.A. (Infineon Backend)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Chip MOS Technologies Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Taiwan Advanced Packaging Corporation (TAPC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Unimicron Technology Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Shinko Electric Industries Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Kyocera Corporation (AVX)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 2026\ub144 478\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 970\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 15.18%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac15\ub825\ud55c \uc131\uc7a5\uc138\ub294 \uc774\uc885 \uc9d1\uc801(heterogeneous integration)\uc5d0 \ub300\ud55c \uacac\uace0\ud55c \uc790\ubcf8 \ud22c\uc790, \uc778\uacf5\uc9c0\ub2a5(AI) \uac00\uc18d\uae30 \uc218\uc694 \uae09\uc99d, \uadf8\ub9ac\uace0 \uae30\ud310 \ud601\uc2e0\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \uae30\uc874 \uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8(OSAT) \uc5c5\uccb4\uc5d0 \ub300\ud55c \uacbd\uc7c1 \uc555\ub825\uc744 \uac00\uc911\uc2dc\ud0a4\ub294 \ub3d9\uc2dc\uc5d0 AI \uce69\uc758 \uc2dc\uc7a5 \ucd9c\uc2dc \uae30\uac04\uc744 \ub2e8\ucd95\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc790\ub3d9\ucc28 \uc2dc\uc2a4\ud15c \uc628 \uce69(SoC) \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 5nm \uc774\ud558 \uacf5\uc815 \uc804\ud658\uc740 \ud32c\uc544\uc6c3(fan-out) \ubc0f \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800(silicon interposer) \ud50c\ub7ab\ud3fc\uc758 \ubb3c\ub7c9 \uc99d\uac00\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d CHIPS Act\ubd80\ud130 \uc720\ub7fd\uc758 APECS \ud5c8\ube0c\uc5d0 \uc774\ub974\ub294 \uc9c0\uc5ed\ubcc4 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\ub294 \uacf5\uae09\ub9dd \uc9c0\ub9ac\ub97c \uc7ac\ud3b8\ud558\uba70 \ub2e4\uad6d\uc801 \uae30\uc5c5\ub4e4\uc774 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc0dd\uc0b0 \uac70\uc810\uc744 \ub2e4\uac01\ud654\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uae30\ud310 \ubd80\uc871\uacfc \uc5f4 \ubc00\ub3c4 \ud55c\uacc4\ub294 \ub2e8\uae30\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc81c\uc57d\ud558\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uc774\ub7ec\ud55c \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc644\ud654\ud560 \uc218 \uc788\ub294 \uc7a5\ube44 \ubc0f \uc7ac\ub8cc \uc804\ubb38 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ubd84\uc11d \uacb0\uacfc<br \/>\n\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uac01 \ubd80\ubb38\ubcc4 \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<br \/>\n*   \uae30\uc220\ubcc4: 2025\ub144\uc5d0\ub294 2.5D \uc778\ud130\ud3ec\uc800\uac00 36.05%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, 3D \uc2dc\uc2a4\ud15c \uc628 \uce69(SoC)\uc740 2031\ub144\uae4c\uc9c0 16.15%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc\ubcc4: \ud50c\ub9bd\uce69 \ubcfc \uadf8\ub9ac\ub4dc \uc5b4\ub808\uc774(Flip-chip ball-grid-array)\uac00 2025\ub144 \ub9e4\ucd9c\uc758 42.65%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc73c\uba70, \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5(panel-level packaging)\uc740 2031\ub144\uae4c\uc9c0 16.32%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc\ubcc4: 6-7nm \ub178\ub4dc \uae30\uc220\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 31.25%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, 3nm \uc774\ud558 \ud328\ud0a4\uc9d5\uc740 2031\ub144\uae4c\uc9c0 17.55%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: 2025\ub144\uc5d0\ub294 \uac00\uc804\uc81c\ud488\uc774 \uc804\uccb4 \ub9e4\ucd9c\uc758 28.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uace0, \uc790\ub3d9\ucc28 \ubc0f \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 2031\ub144\uae4c\uc9c0 17.20%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 58.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uc73c\ub098, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 18.05%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc5d0 \ucc38\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<br \/>\n\uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI\/ML \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00 (+4.20% CAGR \uc601\ud5a5): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 1,000W \uc774\uc0c1\uc758 \ucef4\ud4e8\ud305 \ud0c0\uc77c\uacfc \uc2a4\ud0dd\ud615 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\ub97c \uacb0\ud569\ud55c \uba40\ud2f0 \ub2e4\uc774(multi-die) AI \ud504\ub85c\uc138\uc11c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc5d0\uc11c \uc804\ub840 \uc5c6\ub294 \uc218\uc900\uc758 \ucca8\ub2e8 \uc5f4 \uad00\ub9ac \ubc0f \uc804\ub825 \uacf5\uae09 \uc694\uad6c\uc0ac\ud56d\uc744 \ubc1c\uc0dd\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. CoWoS(Chip-on-Wafer-on-Substrate) \ubc0f \uc720\uc0ac \uc778\ud130\ud3ec\uc800 \ud50c\ub7ab\ud3fc\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc5ec\uc804\ud788 \ubd80\uc871\ud558\uc5ec, \ud328\ud0a4\uc9d5 \ub9ac\ub4dc \ud0c0\uc784\uc774 AI \uc81c\ud488 \ucd9c\uc2dc\uc758 \ud575\uc2ec \uacbd\ub85c\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub4a4\ud2c0\ub9bc \uc81c\uc5b4, \ub9c8\uc774\ud06c\ub85c \ubc94\ud504(micro-bump) \uc2e0\ub8b0\uc131, \uc561\uccb4 \ub0c9\uac01 \uac00\ub2a5 \uae30\ud310 \uae30\uc220\uc744 \uc219\ub2ec\ud55c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ucd9c\uc2dc \uc77c\uc815\uc744 \ub9de\ucd9c \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud568\uc73c\ub85c\uc368 \uac00\uaca9 \uacb0\uc815\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \ucca8\ub2e8 \ub178\ub4dc \uc804\ud658 (+3.10% CAGR \uc601\ud5a5): \ud504\ub9ac\ubbf8\uc5c4 \uc2a4\ub9c8\ud2b8\ud3f0 \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 3nm \ubc0f 2nm \uc0dd\uc0b0 \ub178\ub4dc\ub85c \uc804\ud658\ud558\uace0 \uc788\uc9c0\ub9cc, \uc6e8\uc774\ud37c \ube44\uc6a9 \uc0c1\uc2b9\uc73c\ub85c \uc778\ud574 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud55c \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8(fan-out wafer-level) \ubc0f \uc784\ubca0\ub514\ub4dc \ube0c\ub9bf\uc9c0(embedded bridge) \ud328\ud0a4\uc9d5 \uae30\uc220\uc758 \ubcd1\ud589 \ubc1c\uc804\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ubbf8\uc138 \ub178\ub4dc\uc5d0\uc11c \uc5bb\ub294 \uc804\ub825 \ud6a8\uc728 \uc99d\uac00\ub294 \ubc30\ud130\ub9ac \uc218\uba85 \uc5f0\uc7a5 \ubc0f \ud48d\ubd80\ud55c \uc628\ub514\ubc14\uc774\uc2a4 AI \uacbd\ud5d8\uc73c\ub85c \uc774\uc5b4\uc9c0\uc9c0\ub9cc, \ub354 \ubbf8\uc138\ud55c \ud53c\uce58(pitch)\ub294 2\u00b5m \uc774\ud558\uc758 \ub77c\uc778 \uc564 \uc2a4\ud398\uc774\uc2a4(line-and-space) \ubc0f \ucd08\ubc15\ud615 \uc720\uc804\uccb4\ub97c \uac16\ucd98 \uc7ac\ubc30\uc120\uce35(redistribution layer)\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   IDM\/OSAT\uc758 \uc774\uc885 \uc9d1\uc801 \ub85c\ub4dc\ub9f5 (+2.80% CAGR \uc601\ud5a5): \uc5c5\uacc4 \uc120\ub450 \uc8fc\uc790\ub4e4\uc740 \ub2e8\uc77c \ucca8\ub2e8 \ud328\ud0a4\uc9c0 \ub0b4\uc5d0 \uc544\ub0a0\ub85c\uadf8, \ub514\uc9c0\ud138, RF \ubc0f \uba54\ubaa8\ub9ac \ud0c0\uc77c\uc744 \uacb0\ud569\ud558\ub294 \uce69\ub81b(chiplet) \uc544\ud0a4\ud14d\ucc98\ub97c \ucc44\ud0dd\ud558\uc5ec \ubaa8\ub180\ub9ac\uc2dd SoC\uc758 \ube44\uc6a9 \ubc0f \uc218\uc728 \uc81c\uc57d\uc744 \uadf9\ubcf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc774-\ud22c-\ub2e4\uc774(die-to-die) \uc0c1\ud638 \uc5f0\uacb0 \ubc00\ub3c4\uac00 \ubc00\ub9ac\ubbf8\ud130\ub2f9 1Tb\/s\ub85c \ud655\uc7a5\ub428\uc5d0 \ub530\ub77c \uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc758 \uc7a0\uc7ac\uc801 \uc2dc\uc7a5\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Bunch-of-Wires (BoW) \ubc0f UCIe\uc640 \uac19\uc740 \ud45c\uc900\ud654 \ub178\ub825\uc740 \ud1b5\ud569 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uc124\uacc4 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uc5ec \uc720\uae30 \ubc0f \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800 \ubaa8\ub450\uc758 \ubb3c\ub7c9 \uc99d\uac00\ub97c \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   HPC \ub808\ud2f0\ud074\uc6a9 CoWoS-R \uc131\uc7a5 (+2.60% CAGR \uc601\ud5a5): CoWoS-R\uc740 10TB\/s \uc774\uc0c1\uc758 \ub300\uc5ed\ud3ed\uc744 \uc704\ud574 \uc124\uacc4\ub41c \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800\uc5d0 \ub85c\uc9c1 \ub2e4\uc774\uc640 HBM \uc2a4\ud0dd\uc744 \ud1b5\ud569\ud558\uba70, \uc774\ub294 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc758 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ub85c\ub4dc\ub9f5\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. TSMC\uac00 2025\ub144 \uc790\ubcf8 \uc9c0\ucd9c\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \uc0c8\ub85c\uc6b4 \uc778\ud130\ud3ec\uc800 \ub77c\uc778\uc5d0 \ud22c\uc790\ud558\ub294 \uac83\uc740 \uba40\ud2f0 \ub2e4\uc774 AI \ubbf8\ub798 \uc218\uc694\uc5d0 \ub300\ud55c \ud655\uc2e0\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   LEO \uc704\uc131 \ud398\uc774\ub85c\ub4dc\uc6a9 \uce69\ub81b \ucc44\ud0dd (+1.40% CAGR \uc601\ud5a5): \uc800\uada4\ub3c4(LEO) \uc704\uc131 \ud398\uc774\ub85c\ub4dc\uc5d0 \uce69\ub81b \uae30\uc220\uc774 \ucc44\ud0dd\ub418\uba74\uc11c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd\uc758 \uc815\ubd80 \uc9c0\uc6d0 &#8216;More-than-Moore&#8217; \ud30c\uc77c\ub7ff \ub77c\uc778 (+1.30% CAGR \uc601\ud5a5): \uc720\ub7fd\uc5d0\uc11c \uc815\ubd80 \uc790\uae08\uc73c\ub85c \uc9c0\uc6d0\ub418\ub294 &#8216;More-than-Moore&#8217; \ud30c\uc77c\ub7ff \ub77c\uc778 \uad6c\ucd95\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ubcf8 \uc9d1\uc57d\ub3c4 \uc99d\uac00 (-2.80% CAGR \uc601\ud5a5): \uc0b0\uc5c5\uc758 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub294 2015\ub144 18%\uc5d0\uc11c 2023\ub144 30%\ub85c \uc99d\uac00\ud588\uc73c\uba70, \ucc28\uc138\ub300 \ud328\ud0a4\uc9d5 \ub77c\uc778\uc774 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ub4f1 \uc218\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \ud074\ub9b0\ub8f8 \ubc0f \ud6c4\uacf5\uc815 \uc7a5\ube44\ub97c \uc694\uad6c\ud568\uc5d0 \ub530\ub77c 30% \uc774\uc0c1\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uacac OSAT \uc5c5\uccb4\ub4e4\uc740 \uc7ac\ubb34\uc801 \uc555\ubc15\uc5d0 \uc9c1\uba74\ud558\uc5ec, \uc790\uae08\ub825\uc774 \ud48d\ubd80\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\uc640\uc758 \ud1b5\ud569 \ub610\ub294 \ud569\uc791 \ud22c\uc790\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5nm \uc774\ud558 \uc218\uc728 \uad00\ub9ac \ubcf5\uc7a1\uc131 (-2.10% CAGR \uc601\ud5a5): 5nm \uc774\ud558\uc5d0\uc11c\ub294 \ub2e4\uc774 \ubd80\ucc29 \ubc0f \ub9c8\uc774\ud06c\ub85c \ubc94\ud504(micro-bump) \ub2e8\uacc4\uac00 \ucd94\uac00\ub420 \ub54c\ub9c8\ub2e4 \uc7a0\uc7ac\uc801 \uacb0\ud568 \ubc1c\uc0dd \uc9c0\uc810\uc774 \uc99d\uac00\ud558\uc5ec \ub204\uc801 \ud328\ud0a4\uc9c0 \uc218\uc728\uc774 \uae09\uaca9\ud788 \uac10\uc18c\ud569\ub2c8\ub2e4. \ucd08\uae30 3nm \uac8c\uc774\ud2b8 \uc62c \uc5b4\ub77c\uc6b4\ub4dc(gate-all-around) \uacf5\uc815\uc740 \ud30c\uc77c\ub7ff \uc2e4\ud589\uc5d0\uc11c 20% \ubbf8\ub9cc\uc758 \uc218\uc728\uc744 \uae30\ub85d\ud558\uc5ec, \uc591\ud488 \ub2e4\uc774(known-good-die) \ud14c\uc2a4\ud2b8 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\uae30 \uc778\ud130\ud3ec\uc800 \uae30\ud310 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1 (-1.60% CAGR \uc601\ud5a5): \uc720\uae30 \uc778\ud130\ud3ec\uc800\uc6a9 \uae30\ud310 \uacf5\uae09\uc758 \ubcd1\ubaa9 \ud604\uc0c1\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc785\ub2c8\ub2e4.<br \/>\n*   3D-SoC \uc2a4\ud0dd\uc758 \ubd88\uade0\uc77c\ud55c \uc5f4 \ubc29\ucd9c (-1.40% CAGR \uc601\ud5a5): 3D \uc2dc\uc2a4\ud15c \uc628 \uce69(SoC) \uc2a4\ud0dd\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ubd88\uade0\uc77c\ud55c \uc5f4 \ubc29\ucd9c \ubb38\uc81c \ub610\ud55c \uace0\uc131\ub2a5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc2dc\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ubd80\ubb38 \uc2ec\uce35 \ubd84\uc11d<br \/>\n\uae30\uc220 \ubd80\ubb38\uc5d0\uc11c\ub294 2.5D \uc778\ud130\ud3ec\uc800\uc640 3D \uc2dc\uc2a4\ud15c \uc628 \uce69(SoC)\uc774 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2.5D \uc778\ud130\ud3ec\uc800: 2025\ub144 \uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \uc124\uacc4 \ud68c\uc0ac\ub4e4\uc774 \ub300\ub7c9 \uc0dd\uc0b0\uc5d0\uc11c \uc785\uc99d\ub41c \uc218\uc728\uacfc \uc81c\uc870 \uac00\ub2a5\uc131\uc744 \uc6b0\uc120\uc2dc\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc774 \uae30\uc220\uc740 \ub85c\uc9c1 \ub2e4\uc774\uc640 HBM \ub2e4\uc774\ub97c \uc801\ub2f9\ud55c \uc5f4 \uc190\uc2e4\ub85c \uc735\ud569\ud558\uc5ec GPU \ubc0f FPGA\uc5d0\uc11c \ucd08\ub2f9 \uba40\ud2f0 \ud14c\ub77c\ube44\ud2b8 \ub300\uc5ed\ud3ed\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   3D \uc2dc\uc2a4\ud15c \uc628 \uce69 (SoC): \uc774 \ubd80\ubb38\uc740 \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc, \ud074\ub77c\uc6b0\ub4dc \ubc0f \uc5e3\uc9c0 \uae30\uae30\uc5d0\uc11c \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \uc2a4\ud0dd\uc758 \uacf5\ub3d9 \ubc30\uce58\ub97c \uc694\uad6c\ud558\ub294 AI \ucd94\ub860 \uc0ac\uc6a9 \uc0ac\ub840\uc5d0 \ud798\uc785\uc5b4 16.15%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc544\ud0a4\ud14d\ucc98\uac00 \uc131\uc219\ud568\uc5d0 \ub530\ub77c, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc218\uc9c1 \uc2e0\ud638 \uc9c0\uc5f0\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 \ub2e4\uc774-\ud22c-\ub2e4\uc774 \ud1b5\uc2e0 \ud504\ub85c\ud1a0\ucf5c\uc744 \ucd5c\uc801\ud654\ud558\uc5ec \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc778\ud130\ud3ec\uc800 \uc218\uc694: \uc778\ud130\ud3ec\uc800 \uc218\uc694\ub294 \uae30\ud310 \uacf5\uae09\uc5c5\uccb4\uc758 \ub9e4\ucd9c \uac00\uc2dc\uc131\uc744 \ub192\uc774\uc9c0\ub9cc, ABF(Ajinomoto Build-up Film) \ub9ac\ub4dc \ud0c0\uc784 \uc704\ud5d8 \uc99d\uac00\ub294 \uc720\ub9ac \ubc0f \uc2e4\ub9ac\ucf58 \uae30\ubc18 \uc778\ud130\ud3ec\uc800\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \ucd09\uc9c4\ud588\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, 3D \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac \ud328\ud0a4\uc9c0\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \uacf5\uae09\uc5c5\uccb4\uc758 \uc7a0\uc7ac \uc2dc\uc7a5\uc744 \ud655\ub300\ud558\uc5ec \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154 EMIB(Embedded Multi-die Interconnect Bridge)\uc640 \uac19\uc740 \uc784\ubca0\ub514\ub4dc \ube0c\ub9bf\uc9c0 \ubc29\uc2dd\uc740 \ub2e4\uc774-\ud22c-\ub2e4\uc774 \ud53c\uce58\ub97c \ub2ec\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud558\uc774\uc5d4\ub4dc \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5\uc740 \ub17c\ub9ac \uc7a5\uce58, \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \ubc0f \uba54\ubaa8\ub9ac\ub97c \ubb3c\ub9ac\uc801 \uc190\uc0c1\uacfc \ubd80\uc2dd\uc73c\ub85c\ubd80\ud130 \ubcf4\ud638\ud558\uace0 \uce69\uc744 \ud68c\ub85c \uae30\ud310\uc5d0 \uc5f0\uacb0\ud558\ub294 \ud544\uc218\uc801\uc778 \uc5ed\ud560\uc744 \uc218\ud589\ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uae30\uc220, \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc, \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubc0f \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uaddc\ubaa8\uc640 \uc131\uc7a5 \uc608\uce21\uc744 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud658\uacbd \ubd84\uc11d:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f \uba38\uc2e0\ub7ec\ub2dd(ML) \uac00\uc18d\uae30\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \ucca8\ub2e8 \ub178\ub4dc(advanced nodes)\ub85c\uc758 \uc804\ud658, IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5) \ubc0f OSAT(\uc678\uc8fc \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \ubc0f \ud14c\uc2a4\ud2b8) \uae30\uc5c5\ub4e4\uc758 \uc774\uc885 \ud1b5\ud569(heterogeneous integration) \ub85c\ub4dc\ub9f5, \uc800\uada4\ub3c4(LEO) \uc704\uc131 \ud398\uc774\ub85c\ub4dc\uc6a9 \uce69\ub81b(chip-lets) \ucc44\ud0dd, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ub808\ud2f0\ud074\uc6a9 CoWoS-R(Chip-on-Wafer-on-Substrate-R) \uae30\uc220\uc758 \uc131\uc7a5, \uadf8\ub9ac\uace0 \uc720\ub7fd \uc815\ubd80\uac00 \uc9c0\uc6d0\ud558\ub294 &#8216;More-than-Moore&#8217; \ud30c\uc77c\ub7ff \ub77c\uc778 \uad6c\ucd95 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 AI \uac00\uc18d\uae30\ub294 \uadf9\uc2ec\ud55c \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uacfc \uc5f4 \uad00\ub9ac\uac00 \uc694\uad6c\ub418\uc5b4 \uc774\uc885 \ud1b5\ud569\uc774 \ubc30\ud3ec \uc2dc\uc810\uc758 \ud575\uc2ec \uc81c\ud55c \uc694\uc18c\ub85c \uc791\uc6a9\ud558\uba70, \uc774\ub294 \ud328\ud0a4\uc9d5 \uc218\uc694 \uc131\uc7a5\uc5d0 \uacb0\uc815\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc790\ubcf8 \uc9d1\uc57d\ub3c4(capital intensity)\uc758 \uc2ec\ud654, 5nm \uc774\ud558 \uacf5\uc815\uc5d0\uc11c\uc758 \uc218\uc728 \uad00\ub9ac \ubcf5\uc7a1\uc131, \uc720\uae30 \uc778\ud130\ud3ec\uc800(organic interposers)\uc6a9 \uae30\ud310 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1, \uadf8\ub9ac\uace0 3D-SoC \uc2a4\ud0dd \ub0b4\uc758 \ubd88\uade0\uc77c\ud55c \uc5f4 \ubc29\ucd9c \ubb38\uc81c \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d \ubc0f \uac70\uc2dc \uacbd\uc81c\uc801 \uc601\ud5a5 \ud3c9\uac00\uac00 \ubcf4\uace0\uc11c\uc5d0 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\ud558\uc774\uc5d4\ub4dc \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 970\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 15.18%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\ubcc4\ub85c\ub294 2.5D \uc778\ud130\ud3ec\uc800\uac00 \ud604\uc7ac \uc2dc\uc7a5\uc5d0\uc11c 36.05%\uc758 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc220 \uc720\ud615\uc5d0\ub294 3D \uc2dc\uc2a4\ud15c \uc628 \uce69(3D-SoC), 3D \uc2a4\ud0dd \uba54\ubaa8\ub9ac(HBM, HBM-PIM), 2.5D \uc778\ud130\ud3ec\uc800, \ucd08\uace0\ubc00\ub3c4 \ud32c\uc544\uc6c3(UHD-FO), \uc784\ubca0\ub514\ub4dc Si \ube0c\ub9bf\uc9c0\/EMIB \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc\uc740 \ud50c\ub9bd\uce69 \ubcfc \uadf8\ub9ac\ub4dc \uc5b4\ub808\uc774(FC-BGA), \uc6e8\uc774\ud37c \ub808\ubca8 \uce69 \uc2a4\ucf00\uc77c \ud328\ud0a4\uc9c0(WLCSP), \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5(PLP), \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0(SiP)\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc\ub294 3nm \uc774\ud558, 4-5nm, 6-7nm, 10nm \uc774\uc0c1\uc73c\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc790\ub3d9\ucc28 \ubc0f ADAS(\ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \uc804\uae30\ucc28\uc5d0 \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c\uc774 \ucd94\uac00\ub428\uc5d0 \ub530\ub77c 17.20%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \ub2e4\ub978 \uc8fc\uc694 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub85c\ub294 \uac00\uc804\uc81c\ud488, \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc758\ub8cc \uae30\uae30 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc804\uccb4 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub9e4\ucd9c\uc758 58.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ubd84\uc11d\ub3c4 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\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 \ud1b5\ud574 \uacbd\uc7c1 \ud658\uacbd\uc744 \uc870\uba85\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Advanced Semiconductor Engineering Inc. 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