{"id":48737,"date":"2026-02-20T08:26:15","date_gmt":"2026-02-20T08:26:15","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/indium-phosphide-wafer-market-mordor\/"},"modified":"2026-09-25T20:44:07","modified_gmt":"2026-09-25T11:44:07","slug":"indium-phosphide-wafer-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/indium-phosphide-wafer-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c \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\/indium-phosphide-wafer-market-1759998485052-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\/indium-phosphide-wafer-market-size-image-1770820756424.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uace0\uc18d \uad11 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694 (400G\/800G\/1.6T)<\/li>\n<li class=\"toc-level-3\">4.2.2 5G \ubc0f \uc2e0\ud765 6G \ubc31\ud640 \uc778\ud504\ub77c \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c \uc18c\ube44\uc790 SWIR \uac10\uc9c0 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 InP PIC \uc790\uae08 \uc870\ub2ec\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc591\uc790 \uad11\uc790\ud559 R&amp;D \ud504\ub85c\uadf8\ub7a8<\/li>\n<li class=\"toc-level-3\">4.2.5 \uad6d\ub0b4 InP \uae30\ud310\uc744 \ucd09\uc9c4\ud558\ub294 \uad6d\ubc29 IR \uc774\ubbf8\uc9d5 \uad6d\ub0b4 \ubcf5\uadc0 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc720\ud734 GaAs 6\uc778\uce58 \ub77c\uc778\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud55c 6\uc778\uce58 InP \uae30\ud310\uc73c\ub85c\uc758 \uc804\ud658<\/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 Si\/GaAs \ub300\uc548 \ub300\ube44 \ub192\uc740 \uc6e8\uc774\ud37c \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 Ga-\/P-\uc218\ucd9c \ud1b5\uc81c \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ub178\ucd9c<\/li>\n<li class=\"toc-level-3\">4.3.3 6\uc778\uce58 \uc6e8\uc774\ud37c \uc774\uc0c1\uc5d0\uc11c \uc218\uc728\uc744 \uc81c\ud55c\ud558\ub294 \uae30\uacc4\uc801 \ucde8\uc57d\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc21c\uc218 InP \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uc744 \uc904\uc774\ub294 Si-\ud3ec\ud1a0\ub2c9\uc2a4 \ud558\uc774\ube0c\ub9ac\ub4dc \ub808\uc774\uc800 \ud50c\ub7ab\ud3fc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \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 \uad6c\ub9e4\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 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc9c1\uacbd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 50.8 mm<\/li>\n<li class=\"toc-level-3\">5.1.2 76.2 mm<\/li>\n<li class=\"toc-level-3\">5.1.3 100 mm<\/li>\n<li class=\"toc-level-3\">5.1.4 150 mm \uc774\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6e8\uc774\ud37c \ub3c4\ud551 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubb34\ub3c4\ud551 \uc804\ub3c4\uc131<\/li>\n<li class=\"toc-level-3\">5.2.2 N\ud615 (S \/ Sn \ub3c4\ud551)<\/li>\n<li class=\"toc-level-3\">5.2.3 P\ud615 (Zn \ub3c4\ud551)<\/li>\n<li class=\"toc-level-3\">5.2.4 \ubc18\uc808\uc5f0\uc131 (Fe \ub3c4\ud551)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \uad11 \ud2b8\ub79c\uc2dc\ubc84<\/li>\n<li class=\"toc-level-3\">5.3.2 RF \ubc0f \ubc00\ub9ac\ubbf8\ud130\ud30c \uc7a5\uce58 (HEMT, HBT)<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud0dc\uc591\uad11 \ubc1c\uc804 \ubc0f \uc804\ub825 \ubcc0\ud658<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc591\uc790 \ubc0f \ud2b9\uc218 \uac10\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac00\uc804\uc81c\ud488 \ubc0f \uc6e8\uc5b4\ub7ec\ube14<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc81c\uc870 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 VGF \uc131\uc7a5 \ubc8c\ud06c \uc6e8\uc774\ud37c<\/li>\n<li class=\"toc-level-3\">5.5.2 LEC\/tCZ \uc131\uc7a5 \ubc8c\ud06c \uc6e8\uc774\ud37c<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc5d0\ud53c\ud0dd\uc15c InP-on-Si (\ud558\uc774\ube0c\ub9ac\ub4dc)<\/li>\n<li class=\"toc-level-3\">5.5.4 MBE\/MOCVD \uc5d0\ud53c\ub808\ub514 \uae30\ud310<\/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-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/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 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/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 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.6.2 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 {(\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \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 \uc0ac\ud56d \ud3ec\ud568)}\n<ul>\n<li class=\"toc-level-3\">6.4.1 Sumitomo Electric Semiconductor Materials, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 AXT, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Freiberger Compound Materials GmbH<\/li>\n<li class=\"toc-level-3\">6.4.4 Xiamen Powerway Advanced Material Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 IQE plc<\/li>\n<li class=\"toc-level-3\">6.4.6 II-VI Incorporated (Coherent Corp.)<\/li>\n<li class=\"toc-level-3\">6.4.7 JX Nippon Mining &amp; Metals Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 Semiconductor Wafer, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Visual Photonics Epitaxy Co., Ltd. (VPEC)<\/li>\n<li class=\"toc-level-3\">6.4.10 IntellEPI<\/li>\n<li class=\"toc-level-3\">6.4.11 VIGO Photonics S.A.<\/li>\n<li class=\"toc-level-3\">6.4.12 Western Minmetals (SC) Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 PAM-XIAMEN (Powerway Wafer)<\/li>\n<li class=\"toc-level-3\">6.4.14 SHANGHAI FAMOUS TRADE CO., LTD (ZMKJ)<\/li>\n<li class=\"toc-level-3\">6.4.15 Atecom Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Ding Ten Industrial Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Logitech Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 LandMark Optoelectronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.19 Epihouse Optoelectronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Century Goldray Semiconductor Co., Ltd.<\/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>\uc778\ub4d0 \uc778\ud654\ubb3c(InP) \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 2025\ub144 1\uc5b5 9,817\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 2\uc5b5 2,142\ub9cc \ub2ec\ub7ec\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) 11.73%\ub97c \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 3\uc5b5 8,565\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 800G \ubc0f 1.6T \uad11\ud559 \uc5c5\uadf8\ub808\uc774\ub4dc, 5G \ubc0f 6G \ubc31\ud640 \uc778\ud504\ub77c\uc758 \uc804 \uc138\uacc4\uc801 \ud655\uc0b0, \uadf8\ub9ac\uace0 \uc591\uc790 \uad11\ud559 \uc5f0\uad6c \uc790\uae08 \ud655\ub300\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ub354 \ud070 \uc9c1\uacbd\uc758 \uae30\ud310\uc740 \ub2e8\uc704 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0, InP-on-Si \ud558\uc774\ube0c\ub9ac\ub4dc \ud50c\ub7ab\ud3fc\uc740 \ucd94\uac00\uc801\uc778 \ud655\uc7a5\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ud1b5\ud569\ub41c \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4\ub97c \uae30\ubc18\uc73c\ub85c \uacf5\uae09\ub9dd\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\ub098, \uc11c\uad6c\uad8c\uc758 \uad6d\ub0b4 \uc0dd\uc0b0 \uc7ac\uac1c \ud504\ub85c\uadf8\ub7a8\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c \uc790\uad6d \ub0b4 \uc0dd\uc0b0 \uc5ed\ub7c9\uc774 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\uc815 \uc131\uc7a5 \ub178\ud558\uc6b0, \uc624\ub79c \uace0\uac1d \uc778\uc99d \uc808\ucc28, \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c \ub4f1\uc73c\ub85c \uc778\ud574 \uc2e0\uaddc \uc9c4\uc785\uc774 \uc5b4\ub824\uc6cc \uc2dc\uc7a5 \uacbd\uc7c1 \uac15\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778:<br \/>\n*   \uace0\uc18d \uad11 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694 \uc99d\uac00: \ud074\ub77c\uc6b0\ub4dc \uc6b4\uc601\uc790\ub4e4\uc774 800G \ubc0f 1.6T \ub9c1\ud06c\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c, \uc778\ub4d0 \uc778\ud654\ubb3c\ub9cc\uc774 \ud544\uc694\ud55c \uc18d\ub3c4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uc5d0\uc9c0 \ubc29\ucd9c \ub808\uc774\uc800 \ubc0f \ud3ec\ud1a0\ub2e4\uc774\uc624\ub4dc\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Coherent\ub294 2024\ub144 4\ubd84\uae30\uc5d0 InP \uc7a5\uce58 \uc0dd\uc0b0\ub7c9\uc744 \uc138 \ubc30\ub85c \ub298\ub838\uc73c\uba70, 3.2T \ud2b8\ub79c\uc2dc\ubc84\ub97c \uc0d8\ud50c\ub9c1 \uc911\uc785\ub2c8\ub2e4.<br \/>\n*   5G \ubc0f 6G \ubc31\ud640 \uc778\ud504\ub77c \uad6c\ucd95: \uc0c1\uc5c5\uc6a9 5G \ubc31\ud640\uc740 28GHz \uc774\uc0c1\uc5d0\uc11c \uc791\ub3d9\ud558\uba70, InP HBT\ub294 450GHz \uc774\uc0c1\uc758 \ucc28\ub2e8 \uc8fc\ud30c\uc218\uc640 4.5V \uc774\uc0c1\uc758 \ud56d\ubcf5 \uc804\uc555\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ucd08\uae30 6G \ud14c\uc2a4\ud2b8\ubca0\ub4dc\ub294 \ud14c\ub77c\ud5e4\ub974\uce20 \uc8fc\ud30c\uc218\ub97c \ud0d0\uc0c9\ud558\uba70 InP HEMT\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc5b4, \uad11\ud559 \ud504\ub7f0\ud2b8\uc5d4\ub4dc\ubfd0\ub9cc \uc544\ub2c8\ub77c RF \uccb4\uc778\uc5d0\uc11c\ub3c4 \uae30\ud310 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\ube44\uc790\uc6a9 SWIR(\ub2e8\ud30c \uc801\uc678\uc120) \uc13c\uc2f1 \ud655\ub300: STMicroelectronics\uc758 \uc591\uc790\uc810 SWIR \uc774\ubbf8\uc800\ub294 \uc5bc\uad74 \uc778\uc99d \ubc0f \uc800\uc870\ub3c4 \uc0ac\uc9c4 \ucd2c\uc601\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \ud1b5\uc2e0 \uc7a5\ube44\uc5d0\uc11c \uc2a4\ub9c8\ud2b8\ud3f0\uc73c\ub85c \uc218\uc694\ub97c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. Apple\uacfc Samsung\uc740 SWIR \uae30\ubc18 \uac74\uac15 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc2dc\uc81c\ud488\ud654\ud558\uc5ec \uc18c\ud615 \ub2e4\uc774\uc5d0 \ub9de\ucda4\ud654\ub41c 76.2mm \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc591\uc790 \uad11\ud559 R&#038;D \ud504\ub85c\uadf8\ub7a8 \uac00\uc18d\ud654: EU \uc790\uae08 \uc9c0\uc6d0\uc744 \ubc1b\ub294 QPIC1550 \ud504\ub85c\uc81d\ud2b8\ub294 InP \uc591\uc790\uc810 \ub808\uc774\uc800\uc758 \uc0c1\uc628 \uc791\ub3d9\uc744 \uc131\uacf5\uc801\uc73c\ub85c \ub2ec\uc131\ud558\uc5ec \uc591\uc790 \uc911\uacc4\uae30\uc5d0 \ud544\uc694\ud55c \uadf9\uc800\uc628 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc600\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d CHIPS Act\uc758 Coherent\uc5d0 \ub300\ud55c 3,300\ub9cc \ub2ec\ub7ec \ubcf4\uc870\uae08\uc740 \uc591\uc790 \ucef4\ud4e8\ud305 \uc7a5\uce58\uc6a9 150mm \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uad6d\ubc29 IR \uc774\ubbf8\uc9d5 \uad6d\ub0b4 \uc0dd\uc0b0 \uc758\ubb34\ud654: \uad6d\ubc29 \ubd84\uc57c\uc5d0\uc11c \uc801\uc678\uc120 \uc774\ubbf8\uc9d5\uc758 \uad6d\ub0b4 \uc0dd\uc0b0 \uc758\ubb34\ud654\ub294 InP \uae30\ud310 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   6\uc778\uce58 InP \uae30\ud310\uc73c\ub85c\uc758 \uc804\ud658: \uc720\ud734 GaAs 6\uc778\uce58 \ub77c\uc778\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud55c 6\uc778\uce58 InP \uae30\ud310\uc73c\ub85c\uc758 \uc804\ud658\uc774 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n*   \ub192\uc740 \uc6e8\uc774\ud37c \ube44\uc6a9: InP \uae30\ud310\uc740 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\uc5d0 \ube44\ud574 \ube44\uc6a9\uc774 \ud6e8\uc52c \ub192\uc544, \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c\uc758 \ucc44\ud0dd\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<br \/>\n*   \uacf5\uae09\ub9dd \ucde8\uc57d\uc131: \uc911\uad6d\uc758 \uc778\ub4d0 \ud568\uc720 \ud654\ud569\ubb3c\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \ud655\ub300\ub294 \uac00\uaca9 \ubcc0\ub3d9\uc131\uacfc \ub9ac\ub4dc \ud0c0\uc784 \ubd88\ud655\uc2e4\uc131\uc744 \uc57c\uae30\ud558\uc5ec \uc11c\uad6c\uad8c \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uacc4\uc801 \ucde8\uc57d\uc131: 6\uc778\uce58 \uc774\uc0c1\uc758 \uc6e8\uc774\ud37c\uc5d0\uc11c \uae30\uacc4\uc801 \ucde8\uc57d\uc131\uc73c\ub85c \uc778\ud55c \uc218\uc728 \uc190\uc2e4\uc740 \ub300\ub7c9 \ucc44\ud0dd\uc744 \uc81c\ud55c\ud558\uace0 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   Si-\uad11\ud559 \ud558\uc774\ube0c\ub9ac\ub4dc \ub808\uc774\uc800 \ud50c\ub7ab\ud3fc: \uc2e4\ub9ac\ucf58 \uad11\ud559 \uae30\ubc18 \ud558\uc774\ube0c\ub9ac\ub4dc \ub808\uc774\uc800 \ud50c\ub7ab\ud3fc\uc758 \ubc1c\uc804\uc740 \uc21c\uc218 InP \uc6e8\uc774\ud37c \uc218\uc694\ub97c \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc9c1\uacbd\ubcc4: 2025\ub144\uc5d0\ub294 100mm \uc6e8\uc774\ud37c\uac00 43.72%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc8fc\ub958 \ud2b8\ub79c\uc2dc\ubc84 \ub77c\uc778\uc5d0 \uacf5\uae09\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 150mm \uc774\uc0c1 \uae30\ud310\uc740 2031\ub144\uae4c\uc9c0 13.15%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, GaAs\uc640\uc758 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 6\uc778\uce58 \uc774\uc0c1\uc5d0\uc11c\uc758 \uae30\uacc4\uc801 \ucde8\uc57d\uc131\uc740 \ucd94\uac00\uc801\uc778 \ud655\uc7a5\uc744 \uc81c\ud55c\ud558\uba70, 76.2mm \uc6e8\uc774\ud37c\ub294 \uc5c4\uaca9\ud55c \ub450\uaed8 \uade0\uc77c\uc131\uc774 \uc694\uad6c\ub418\ub294 \ud2b9\uc218 \uad11\ud559 \ubd84\uc57c\uc5d0\uc11c \uc5ec\uc804\ud788 \uc911\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ub3c4\ud551 \uc720\ud615\ubcc4: 2025\ub144\uc5d0\ub294 \uc5b8\ub3c4\ud551 \uc804\ub3c4\uc131 \uae30\ud310\uc774 36.18%\uc758 \uc810\uc720\uc728\ub85c \uad11\uc790 \uc9d1\uc801 \ud68c\ub85c \uc5d0\ud53c\ud0dd\uc2dc\uc758 \uae30\ubc18\uc744 \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uc808\uc5f0\uc131 Fe-\ub3c4\ud551 \uc6e8\uc774\ud37c\ub294 5G RF \uc804\ub825 \uc99d\ud3ed\uae30\uc5d0\uc11c \ub0ae\uc740 \ub178\uc774\uc988\ub97c \uc704\ud55c \uae30\ud310 \uc808\uc5f0\uc774 \uc694\uad6c\ub428\uc5d0 \ub530\ub77c 12.93%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. N\ud615 Sn-\ub3c4\ud551 \ubc0f P\ud615 Zn-\ub3c4\ud551 \uc6e8\uc774\ud37c\ub294 HEMT \ubc0f HBT \uc7a5\uce58\ub97c \ubaa9\ud45c\ub85c \ud558\uc9c0\ub9cc, RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc \uc2dc\uc7a5\uc5d0\uc11c Fe-\ub3c4\ud551 \uc6e8\uc774\ud37c\uc758 \uc131\uc7a5\uc5d0 \ube44\ud558\uba74 \uadf8 \ube44\uc911\uc740 \ubbf8\ubbf8\ud569\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2025\ub144\uc5d0\ub294 \uad11\uc790 \ubc0f \uad11 \ud2b8\ub79c\uc2dc\ubc84\uac00 InP \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 58.92%\ub97c \ucc28\uc9c0\ud558\uba70 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \ud1b5\uc2e0 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc591\uc790 \ubc0f \ud2b9\uc218 \uc13c\uc2f1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uad6d\ubc29\uc6a9 \ub77c\uc774\ub2e4 \ubc0f QPIC1550 \ud504\ub85c\uadf8\ub7a8\uc5d0\uc11c \uac80\uc99d\ub41c \uc0c1\uc628 \uc591\uc790\uc810 \ub808\uc774\uc800\uc5d0 \ud798\uc785\uc5b4 13.23%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. RF \ubc0f \ubc00\ub9ac\ubbf8\ud130\ud30c \uc7a5\uce58\ub3c4 5G \ubb34\uc120 \ud1b5\uc2e0\uc5d0\uc11c InP HEMT\uc758 \uc131\ub2a5 \uc6b0\uc704\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud788 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144\uc5d0\ub294 \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0\uc774 52.25%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uba54\ud2b8\ub85c, \uc7a5\uac70\ub9ac \ubc0f \ud50c\ub7ec\uadf8\ud615 ZR \uc2dc\uc7a5\uc5d0 \uad11\ud559 \uae30\uc220\uc774 \ud655\uc0b0\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc18c\ube44\uc790 \uac00\uc804\uc740 \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uc0dd\uccb4 \uc778\uc2dd SWIR \uce74\uba54\ub77c\uc5d0 \ud798\uc785\uc5b4 12.62%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad6d\ubc29 \ubd84\uc57c\ub294 \uad6d\ub0b4 \uc0dd\uc0b0\uc73c\ub85c \uc804\ud658\ub41c \uc801\uc678\uc120 \uc13c\uc11c\uc640 \uc591\uc790 \ubcf4\uc548 \ub9c1\ud06c\uc5d0 \uc758\uc874\ud558\uba70 \uc911\uac04 \ud55c \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\uc870 \uae30\uc220\ubcc4: 2025\ub144\uc5d0\ub294 \ubc8c\ud06c VGF(Vertical Gradient Freeze) \uc6e8\uc774\ud37c\uac00 \uc785\uc99d\ub41c \uacb0\ud568 \ubc00\ub3c4 \uc81c\uc5b4 \ubc0f \ub192\uc740 \uc800\ud56d\ub960 \ub355\ubd84\uc5d0 \ub9e4\ucd9c\uc758 54.98%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. InP-on-Si \ud558\uc774\ube0c\ub9ac\ub4dc\ub294 \ud604\uc7ac \ud55c \uc790\ub9bf\uc218 \uc911\ubc18\uc758 \uc810\uc720\uc728\uc5d0 \ubd88\uacfc\ud558\uc9c0\ub9cc, 13.46%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. X-FAB\uc758 \ub9c8\uc774\ud06c\ub85c \uc804\uc0ac \ud504\ub9b0\ud305 \ud50c\ub7ab\ud3fc\uc740 InP \ub2e4\uc774\ub97c 300mm \uc2e4\ub9ac\ucf58 \uad11\ud559 \uc7a5\uce58\uc5d0 \ubc30\uce58\ud558\uc5ec \ube44\uc6a9 \ubc0f \uc2a4\ucf00\uc77c\ub9c1 \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 41.55%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 12.41%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc77c\ubcf8\uc758 JX Nippon Mining and Metals\ub294 \uc815\uc81c\ub41c \uc778\ub4d0 \ubc0f \uc778 \uc6d0\ub8cc\ub97c \uc218\uc9c1 \ud1b5\ud569\ud558\uc5ec \uacf5\uae09\ud558\uace0, \ub300\ub9cc\uc758 Visual Photonics Epitaxy\ub294 \ub370\uc774\ud130 \ud1b5\uc2e0 \ub808\uc774\uc800\uc6a9 100mm \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc758 \ucca8\ub2e8 \uc18c\uc7ac \uc0dd\ud0dc\uacc4\ub294 MOCVD \uc18c\ubaa8\ud488\uc744 \uacf5\uae09\ud558\uc5ec \uc9c0\uc5ed \uc720\ub3d9\uc131\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc911\uad6d\uc758 \uc6d0\uc790\uc7ac \ud1b5\uc81c\ub85c \uc778\ud55c \uc218\ucd9c \ud5c8\uac00 \ubcf5\uc7a1\uc131\uc740 \uc77c\ubcf8 \ubc0f \ud55c\uad6d \uc0dd\uc0b0\uc790\ub4e4\uc5d0\uac8c \ud5e4\uc9d5 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uba70 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub204\ub9ac\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc5f0\ubc29 \uc778\uc13c\ud2f0\ube0c\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. Coherent\uc5d0 \ub300\ud55c 3,300\ub9cc \ub2ec\ub7ec\uc758 CHIPS \ubcf4\uc870\uae08\uc740 \ud14d\uc0ac\uc2a4\uc5d0\uc11c 150mm \ub77c\uc778 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uc5ec \uc591\uc790 \ucef4\ud4e8\ud305 \ubc0f \uad6d\ubc29 \uacf5\uae09\ub9dd\uc744 \ubcf4\ud638\ud569\ub2c8\ub2e4. MIT Lincoln Laboratory\uc640 \uac19\uc740 \ub300\ud559\ub4e4\uc740 \uadf9\uc800\uc628 \ud050\ube44\ud2b8 \uc81c\uc5b4\ub97c \uc704\ud55c InP-on-Si \uc774\ubbf8\ud130\ub97c \uc2dc\uc81c\ud488\ud654\ud558\uc5ec \ubbf8\ub798 \uc0c1\uc5c5\uc801 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub3c5\uc77c\uacfc \ub124\ub35c\ub780\ub4dc \uc804\ubc18\uc5d0 \uac78\uccd0 \uae4a\uc740 \uad11\ud559 \uc804\ubb38\uc131\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Ferdinand-Braun-Institut\uc740 Fraunhofer IZM\uacfc \ud611\ub825\ud558\uc5ec \ud14c\ub77c\ud5e4\ub974\uce20 \ub808\uc774\ub354\uc6a9 InP HBT\ub97c \uacf5\ub3d9 \uc124\uacc4\ud558\uace0 \uc788\uc73c\uba70, SMART Photonics\ub294 InP \uae30\ubc18 PIC\ub97c \uc704\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uc11c\ube44\uc2a4\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Freiberger Compound Materials\ub294 1e4 cm-2 \ubbf8\ub9cc\uc758 \uc804\uc704 \ubc00\ub3c4\ub97c \uac00\uc9c4 VGF \uc6e8\uc774\ud37c\ub97c \uacf5\uae09\ud558\uc5ec \uc591\uc790 \ud1b5\uc2e0 \ud30c\uc77c\ub7ff \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc124\uacc4 \uc2b9\uc778\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c \uc0b0\uc5c5\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. Sumitomo Electric, AXT, Freiberger, JX Nippon Mining and Metals, Visual Photonics Epitaxy \ub4f1 \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 2024\ub144 \ub9e4\ucd9c\uc758 \uc57d 70%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uae30\uc220\uc801 \uc7a5\ubcbd\uc740 \ub3c5\uc810\uc801\uc778 \uacb0\uc815 \uc131\uc7a5\ub85c, \ub9de\ucda4\ud615 \ub3c4\ud551 \ud654\ud559, \uadf8\ub9ac\uace0 \ud2b8\ub79c\uc2dc\ubc84 OEM\uacfc\uc758 \uc218\uc2ed \ub144\uc5d0 \uac78\uce5c \uc778\uc99d \uc8fc\uae30\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. Xiamen Powerway\uc640 \uac19\uc740 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc740 \ud604\uc9c0 \uc6d0\ub8cc\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \ud65c\uc6a9\ud558\uc9c0\ub9cc, 1\ub4f1\uae09 \uace0\uac1d\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574\uc11c\ub294 \uc2e0\ub8b0\uc131\uc744 \uc785\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<p>M&#038;A\ub294 \uc218\uc9c1 \ud1b5\ud569\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4. Nokia\uc758 Infinera 23\uc5b5 \ub2ec\ub7ec \uc778\uc218\ub294 \ucf54\ud788\uc5b4\ub7f0\ud2b8 \ubaa8\ub4c8\uc6a9 InP PIC \ub178\ud558\uc6b0\ub97c \ub0b4\uc7ac\ud654\ud558\uc5ec \uacf5\uae09\uc5c5\uccb4 \uc704\ud5d8\uc744 \uc904\uc600\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc740 Coherent\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc740 \uae30\ud310 \ubc0f \uc7a5\uce58 \uacf5\uae09\uc5c5\uccb4\ub85c\uc11c\uc758 \uc785\uc9c0\ub97c \uac15\ud654\ud558\uc5ec \uc21c\uc218 \uc6e8\uc774\ud37c \uc81c\uc870\uc5c5\uccb4\uc758 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc885 \ud1b5\ud569\uc744 \uc911\uc2ec\uc73c\ub85c \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc774 \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. X-FAB\uc740 SMART Photonics\uc640 \ud611\ub825\ud558\uc5ec \uc218\ub3d9 \uc2e4\ub9ac\ucf58\uacfc \ub2a5\ub3d9 InP \ub2e4\uc774\ub97c \uacb0\ud569\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uc811\uadfc \ubc29\uc2dd\uc744 \uc81c\uacf5\ud558\uba70 InP \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ub9ac\ub354\uc2ed\uc740 \uc774\uc81c \uc9c1\uacbd \uc2a4\ucf00\uc77c\ub9c1, 5e-3 cm-2 \ubbf8\ub9cc\uc758 \uacb0\ud568 \ubc00\ub3c4 \uc81c\uc5b4, 0.1nm RMS \ubbf8\ub9cc\uc758 \uc5d0\ud53c \ud45c\uba74 \uac70\uce60\uae30\uc5d0 \uc9d1\uc911\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucca8\ub2e8 \uacc4\uce21 \ubc0f AI \uae30\ubc18 \uacf5\uc815 \uc708\ub3c4\uc6b0\uc5d0 \ud22c\uc790\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 150mm \uc6e8\uc774\ud37c\uc5d0\uc11c 80% \uc774\uc0c1\uc758 \uc218\uc728\uc744 \ub2ec\uc131\ud558\uc5ec \ud6c4\ubc1c \uc8fc\uc790\uc640\uc758 \ube44\uc6a9 \uaca9\ucc28\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\ub4e4\uc740 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 \uc774\uc911 \uc18c\uc2f1\uc744 \ub298\ub9ac\uace0 \uc788\uc73c\uba70, \uc774\ub294 InP \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uac74\uc804\ud558\uc9c0\ub9cc \uaddc\uc728 \uc788\ub294 \uacbd\uc7c1\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 4\uc6d4: Nokia\ub294 AIXTRON G10-AsP \uc7a5\ube44\ub97c \uc0ac\uc6a9\ud558\uc5ec 6\uc778\uce58 InP \uc6e8\uc774\ud37c\uc5d0\uc11c \uad11\uc790 IC \uc81c\uc870\ub97c \uc2dc\uc791\ud588\uc73c\uba70, \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uad11\ud559\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: X-FAB, SMART Photonics, Epiphany Design\uc740 2027\ub144 \uc0c1\uc5c5 \ucd9c\uc2dc\ub97c \ubaa9\ud45c\ub85c InP-on-Si \uc774\uc885 \uad11\uc790 \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Ferdinand-Braun-Institut\uc740 450GHz \uc774\uc0c1\uc758 InP HBT\ub97c \uc2dc\uc5f0\ud558\uc5ec \uc11c\ube0c-\ud14c\ub77c\ud5e4\ub974\uce20 \ud68c\ub85c\ub97c \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: \uc911\uad6d\uc740 \uc548\ud2f0\ubaac \ud654\ud569\ubb3c\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c\ub97c \ud655\ub300\ud558\uc5ec \uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc555\ub825\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>(\ucc38\uace0: \ubcf8 \ubcf4\uace0\uc11c\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21 \uc218\uce58\ub294 Mordor Intelligence\uc758 \ub3c5\uc810\uc801\uc778 \ucd94\uc815 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc0dd\uc131\ub418\uc5c8\uc73c\uba70, 2026\ub144 1\uc6d4 \ud604\uc7ac \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ucd5c\uc2e0 \ub370\uc774\ud130 \ubc0f \ud1b5\ucc30\ub825\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\uc5c8\uc2b5\ub2c8\ub2e4.)# \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\uc778\ub4d0 \uc778\ud654\ubb3c(InP) \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 \uace0\uc131\ub2a5 \ud1b5\uc2e0, \ub370\uc774\ud130 \uc13c\ud130, \uad11\uc804\uc790 \uacf5\ud559 \ubd84\uc57c\uc758 \uae09\uaca9\ud55c \uc131\uc7a5\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc73c\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. InP\ub294 \uc2e4\ub9ac\ucf58\uc774\ub098 \uac08\ub968 \ube44\uc18c(GaAs)\uc640 \uac19\uc740 \ub2e4\ub978 \ubc18\ub3c4\uccb4 \uc7ac\ub8cc\uc5d0 \ube44\ud574 \uc6b0\uc218\ud55c \uc804\uc790 \uc774\ub3d9\uc131, \uc9c1\uc811 \ubc34\ub4dc\uac2d, \ub192\uc740 \uc5f4 \uc548\uc815\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \uace0\uc8fc\ud30c \ubc0f \uace0\uc18d \uad11\ud559 \uc7a5\uce58\uc5d0 \ud544\uc218\uc801\uc778 \uc7ac\ub8cc\uc785\ub2c8\ub2e4. \ud2b9\ud788 5G \ud1b5\uc2e0, \uc778\uacf5\uc9c0\ub2a5(AI), \uc0ac\ubb3c \uc778\ud130\ub137(IoT) \uae30\uc220\uc758 \ubc1c\uc804\uc740 InP \uae30\ubc18 \uad11\uc790 \uc9d1\uc801 \ud68c\ub85c(PIC) \ubc0f \uace0\uc804\uc790 \uc774\ub3d9\ub3c4 \ud2b8\ub79c\uc9c0\uc2a4\ud130(HEMT)\uc758 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc740 \ub354 \ube60\ub978 \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\uc640 \ub354 \ub192\uc740 \ub300\uc5ed\ud3ed\uc744 \uc694\uad6c\ud558\uba70, InP \uc6e8\uc774\ud37c\ub294 \uc774\ub7ec\ud55c \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\uc2dc\ud0a4\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uae30\uc220\uc801 \uc774\uc810\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, InP \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 \uc81c\uc870 \ube44\uc6a9, \uc0dd\uc0b0 \ubcf5\uc7a1\uc131, \uadf8\ub9ac\uace0 \ucd5c\uadfc \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c \ud655\ub300\uc640 \uac19\uc740 \uc9c0\uc815\ud559\uc801 \uc694\uc778\uc73c\ub85c \uc778\ud55c \uacf5\uae09\ub9dd \uc555\ub825 \ub4f1 \uc5ec\ub7ec \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 InP-on-Si \uc774\uc885 \uad11\uc790 \ud50c\ub7ab\ud3fc\uacfc \uac19\uc740 \ud601\uc2e0\uc801\uc778 \uae30\uc220 \uac1c\ubc1c\uc740 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uace0 InP \uae30\uc220\uc758 \uc801\uc6a9 \ubc94\uc704\ub97c \ub113\ud788\ub294 \ub370 \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \uc774\ub7ec\ud55c \uae30\ud68c\uc640 \ub3c4\uc804\uc744 \ub3d9\uc2dc\uc5d0 \uad00\ub9ac\ud558\uba70 \uae30\uc220 \ud601\uc2e0\uacfc \uc0dd\uc0b0 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc5d0 \uc8fc\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc778\ub4d0 \uc778\ud654\ubb3c(Indium Phosphide, InP) \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc885\ud569\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc778\ub4d0 \uc778\ud654\ubb3c\uc740 \uc2e4\ub9ac\ucf58\ubcf4\ub2e4 \uc6b0\uc218\ud55c \uc804\uc790 \uc18d\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \uad11\uc804\uc790 \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \uace0\uc18d \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ub4f1\uc5d0 \ud65c\uc6a9\ub418\ub294 \ud575\uc2ec \ud654\ud569\ubb3c\uc785\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc804 \uc138\uacc4 InP \uc6e8\uc774\ud37c \uc81c\ud488\uc758 \uc2dc\uc7a5 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4 \ubc0f \uc608\uce21 \uae30\uac04 \ub3d9\uc548\uc758 \uc131\uc7a5\ub960\uc744 \ub2e4\ub8e8\uba70, COVID-19 \ud32c\ub370\ubbf9\uc758 \uc601\ud5a5\ub3c4 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 400G\/800G\/1.6T \uace0\uc18d \uad11 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694 \uc99d\uac00, 5G \ubc0f \uc2e0\ud765 6G \ubc31\ud640 \uc778\ud504\ub77c \uad6c\ucd95, \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c\uc758 SWIR(\ub2e8\ud30c\uc7a5 \uc801\uc678\uc120) \uac10\uc9c0 \uae30\uc220 \ud655\uc0b0, \uc591\uc790 \ud3ec\ud1a0\ub2c9\uc2a4 R&#038;D \ud504\ub85c\uadf8\ub7a8 \uac00\uc18d\ud654\ub85c \uc778\ud55c InP PIC(Photonic Integrated Circuit) \ud22c\uc790 \uc99d\ub300, \uad6d\ubc29 IR-\uc774\ubbf8\uc9d5 \uad6d\ub0b4 \uc0dd\uc0b0 \uc758\ubb34\ud654\ub85c \uc778\ud55c \uad6d\ub0b4 InP \uae30\ud310 \uc218\uc694 \uc99d\uac00, \uadf8\ub9ac\uace0 \uc720\ud734 GaAs 6\uc778\uce58 \ub77c\uc778\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud55c 6\uc778\uce58 InP \uae30\ud310\uc73c\ub85c\uc758 \uc804\ud658 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc2e4\ub9ac\ucf58\/GaAs \ub300\uc548 \ub300\ube44 \ub192\uc740 \uc6e8\uc774\ud37c \ube44\uc6a9, \uac08\ub968(Ga) \ubc0f \uc778(P) \uc218\ucd9c \ud1b5\uc81c \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ub178\ucd9c, 6\uc778\uce58 \uc6e8\uc774\ud37c \uc774\uc0c1\uc5d0\uc11c\uc758 \uae30\uacc4\uc801 \ucde8\uc57d\uc131\uc73c\ub85c \uc778\ud55c \uc218\uc728 \uc81c\ud55c, \uadf8\ub9ac\uace0 \uc21c\uc218 InP \uc6e8\uc774\ud37c \ubcfc\ub968\uc744 \uac10\uc18c\uc2dc\ud0a4\ub294 Si-\ud3ec\ud1a0\ub2c9\uc2a4 \ud558\uc774\ube0c\ub9ac\ub4dc \ub808\uc774\uc800 \ud50c\ub7ab\ud3fc\uc758 \ubd80\uc0c1 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc9c1\uacbd, \uc6e8\uc774\ud37c \ub3c4\ud551 \uc720\ud615, \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5, \uc81c\uc870 \uae30\uc220 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uc804 \uc138\uacc4 \uc778\ub4d0 \uc778\ud654\ubb3c \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 2025\ub144 1\uc5b5 9,817\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 3\uc5b5 8,565\ub9cc \ub2ec\ub7ec\ub85c \uc5f0\ud3c9\uade0 11.73%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud604\uc7ac \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \uad11 \ud2b8\ub79c\uc2dc\ubc84 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 2025\ub144 \uc218\uc694\uc758 58.92%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 150mm \uc6e8\uc774\ud37c\ub294 \ud3c9\ubc29 \uc13c\ud2f0\ubbf8\ud130\ub2f9 \ube44\uc6a9 \uc808\uac10 \ubc0f \uc720\ud734 GaAs \ud234\ub9c1 \ud65c\uc6a9 \uc774\uc810\uc73c\ub85c \uc778\ud574 13.15%\uc758 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 41.55%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f Sumitomo Electric Semiconductor Materials, AXT, Freiberger Compound Materials \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uacf5\uae09\ub9dd\uc740 \uc911\uad6d\uc0b0 \uac08\ub968 \ubc0f \uc778 \uc758\uc874\ub3c4\uac00 \ub192\uc544 \uc218\ucd9c \ud1b5\uc81c\uc5d0 \ucde8\uc57d\ud558\uba70, \uc774\ub294 \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc720\ub3c4\ud569\ub2c8\ub2e4. \ub610\ud55c, InP-on-Si \uc774\uc885 \ud1b5\ud569 \uae30\uc220\uc740 \uc5f0\ud3c9\uade0 13.46%\ub85c \uc131\uc7a5\ud558\uba70 \uc804\ud1b5\uc801\uc778 \ubc8c\ud06c \uc6e8\uc774\ud37c \uc218\uc694\ub97c \ub300\uccb4\ud560 \uc7a0\uc7ac\uc801 \ud30c\uad34\uc801 \ud2b8\ub80c\ub4dc\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\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-48737","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\/48737"}],"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=48737"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/48737\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=48737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=48737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=48737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}