{"id":50360,"date":"2026-02-22T06:04:52","date_gmt":"2026-02-22T06:04:52","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/tantalum-capacitors-market-mordor\/"},"modified":"2026-09-25T14:56:57","modified_gmt":"2026-09-25T05:56:57","slug":"tantalum-capacitors-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/tantalum-capacitors-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \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\/tantalum-capacitors-market-1754994665057-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\/tantalum-capacitors-market-size-image-1771003798557.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 \uc804\uc790 \uae30\uae30\uc758 \uc18c\ud615\ud654<\/li>\n<li class=\"toc-level-3\">4.2.2 \ucc28\ub7c9\uc6a9 \uc804\uc790 \uc7a5\uce58 \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 5G \uc2a4\ub9c8\ud2b8\ud3f0 \uc0dd\uc0b0 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud0c4\ud0c8\ub968\uc5d0 \uc720\ub9ac\ud55c MLCC \uacf5\uae09 \ubd88\uc548\uc815\uc131<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc774\uc2dd\ud615 \uc758\ub8cc \uae30\uae30\uc758 \uc2e0\ub8b0\uc131 \uc694\uad6c<\/li>\n<li class=\"toc-level-3\">4.2.6 \uace0\uc2e0\ub8b0\uc131 \ucee4\ud328\uc2dc\ud130\uac00 \ud544\uc694\ud55c \uc784\ubb34 \uc911\uc694 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc804\uc790 \uc7a5\uce58 \ud655\uc7a5<\/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 \ud0c4\ud0c8\ub968 \uad11\uc11d \uac00\uaca9 \ubc0f \uacf5\uae09 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc138\ub77c\ubbf9 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \ucee4\ud328\uc2dc\ud130\uc640\uc758 \uacbd\uc7c1<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud0c4\ud0c8\ub968 \uc6d0\uc790\uc7ac \uc218\ucd9c \ud1b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc2e0\ud765 \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \ubc0f \uadf8\ub798\ud540 \ucee4\ud328\uc2dc\ud130<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \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 \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.9 \uac70\uc2dc \uacbd\uc81c \uc601\ud5a5 \ud3c9\uac00<\/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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uace0\uccb4 MnO2 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130<\/li>\n<li class=\"toc-level-3\">5.1.2 \uace0\uccb4 \ud3f4\ub9ac\uba38 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc2b5\uc2dd \uc804\ud574 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \ucee4\ud328\uc2dc\ud130<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\ucc29 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud45c\uba74 \uc2e4\uc7a5 (SMD)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc2a4\ub8e8\ud640 (\ub9ac\ub4dc\ud615)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc815\uc804 \uc6a9\ub7c9 \ubc94\uc704\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 100uF \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.3.2 100 ~ 1,000uF<\/li>\n<li class=\"toc-level-3\">5.3.3 1,000uF \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc758\ub8cc \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.4.5 \uad6d\ubc29 \ubc0f \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<li class=\"toc-level-3\">5.4.6 \ud1b5\uc2e0 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.4.7 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc774\uc2a4\ub77c\uc5d8<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-3\">5.5.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.6.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.6.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \uac1c\ubc1c<\/li>\n<li class=\"toc-level-2\">6.3 \uacf5\uae09\uc5c5\uccb4 \ud3ec\uc9c0\uc154\ub2dd \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, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 KEMET Corporation (Yageo)<\/li>\n<li class=\"toc-level-3\">6.4.2 KYOCERA AVX Components Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Panasonic Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Vishay Intertechnology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Hongda Capacitors Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Samsung Electro-Mechanics<\/li>\n<li class=\"toc-level-3\">6.4.7 NIC Components Corp.<\/li>\n<li class=\"toc-level-3\">6.4.8 Exxelia Group<\/li>\n<li class=\"toc-level-3\">6.4.9 Abracon LLC<\/li>\n<li class=\"toc-level-3\">6.4.10 TE Connectivity Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Rohm Semiconductor<\/li>\n<li class=\"toc-level-3\">6.4.12 Suntan Capacitors<\/li>\n<li class=\"toc-level-3\">6.4.13 NEC Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 UF Capacitors Factory 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>\ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc131\uc7a5 \ucd94\uc138 \ubc0f \uc804\ub9dd\uc744 \ubd84\uc11d\ud55c \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uace0\uc6a9\ub7c9 \ubc00\ub3c4, \uc628\ub3c4 \uc548\uc815\uc131, \uc7a5\uae30 \uc2e0\ub8b0\uc131\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \uc804\uc790 \uc81c\ud488 \ubd84\uc57c\uc5d0\uc11c \ud655\uace0\ud55c \uc785\uc9c0\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ube44\uc6a9 \uc555\ubc15\ub3c4 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ube44\uc790 \uae30\uae30\uc758 \uc18c\ud615\ud654, \ucc28\ub7c9 \uc804\ub3d9\ud654 \uac00\uc18d\ud654, 5G \uc778\ud504\ub77c \ud655\uc7a5, \uadf8\ub9ac\uace0 \ub2e4\uce35 \uc138\ub77c\ubbf9 \ucee4\ud328\uc2dc\ud130(MLCC) \uacf5\uae09\ub9dd \ubd88\uc548\uc815 \ub4f1\uc774 \uc2dc\uc7a5\uc758 \uafb8\uc900\ud55c \ud655\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud575\uc2ec \uad11\ubb3c\uc5d0 \ub300\ud55c \ubb34\uc5ed \uc81c\ud55c\uacfc \uc6d0\uc790\uc7ac \uac00\uaca9 \uae09\ub4f1\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) \uc804\ub9dd\uc744 \uc644\ud654\ud558\uace0 \uad6c\ub9e4\uc790\ub4e4\uc774 \uc18c\uc2f1 \uc804\ub7b5\uc744 \ub2e4\uac01\ud654\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5\uc740 2025\ub144 13.4\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 14\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 4.44%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c 17.4\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \ud3b8\uc785\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: \uc194\ub9ac\ub4dc \ud3f4\ub9ac\uba38(Solid Polymer) \ubcc0\ud615\uc774 2025\ub144 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 38.62%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c(Niobium Oxide) \ucee4\ud328\uc2dc\ud130\ub294 2031\ub144\uae4c\uc9c0 5.94%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc2e4\uc7a5 \uc720\ud615\ubcc4: \ud45c\uba74 \uc2e4\uc7a5(Surface-Mount) \uc7a5\uce58\uac00 2025\ub144 77.45%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ub2ec\ub838\uc73c\uba70, 2031\ub144\uae4c\uc9c0 5.03%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \uc815\uc804 \uc6a9\ub7c9 \ubc94\uc704\ubcc4: 100-1,000 \u00b5F \ub300\uc5ed\uc774 2025\ub144 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 40.70%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 1,000 \u00b5F \ucd08\uacfc \uc138\uadf8\uba3c\ud2b8\ub294 2031\ub144\uae4c\uc9c0 5.11%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc18c\ube44\uc790 \uac00\uc804(Consumer Electronics)\uc774 2025\ub144 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 30.25%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc774\uc5c8\uc73c\ub098, \uc790\ub3d9\ucc28(Automotive) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 2026-2031\ub144 \ub3d9\uc548 4.95%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(Asia Pacific)\uc774 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 44.10%\ub97c \uae30\ub85d\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 5.63%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>*   \uc804\uc790 \uae30\uae30 \uc18c\ud615\ud654: \ud68c\ub85c \uae30\ud310\uc774 \uc18c\ud615\ud654\ub428\uc5d0 \ub530\ub77c \ub2e8\uc704 \uba74\uc801\ub2f9 \ubc1c\uc5f4\uc774 \uae09\uc99d\ud558\uc5ec, \uc2a4\ub9c8\ud2b8\ud3f0, \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30, \uc774\uc2dd\ud615 \uc758\ub8cc \uae30\uae30 \ub0b4 \uc804\ub825 \uad00\ub9ac IC\uc5d0 \ud0c4\ud0c8\ub968\uc758 \uc5f4 \uc548\uc815\uc131\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ud3f4\ub354\ube14, \ucd08\uc2ac\ub9bc \ud3fc\ud329\ud130\ub97c \uc9c0\ud5a5\ud558\ub294 OEM \ub85c\ub4dc\ub9f5\uc740 \uc815\uc804 \uc6a9\ub7c9\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \ub354 \uc791\uc740 \ucf00\uc774\uc2a4 \ud06c\uae30\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \ub0b4 \uc804\uc790 \uc7a5\uce58 \ucc44\ud0dd \uc99d\uac00: \uc790\ub3d9\ucc28 \uc804\ub3d9\ud654\ub294 \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc628\ubcf4\ub4dc \ucda9\uc804\uae30, \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS), \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \ubaa8\ub4c8 \uc804\ubc18\uc5d0 \uac78\uccd0 \ucee4\ud328\uc2dc\ud130 \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ud0b5\ub2c8\ub2e4. \ud3f4\ub9ac\uba38 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130\ub294 \u201340\u00b0C ~ +150\u00b0C \ubc94\uc704\uc5d0\uc11c \uc791\ub3d9\ud558\uba70 \ub0ae\uc740 \ub4f1\uac00 \uc9c1\ub82c \uc800\ud56d(ESR)\uc744 \ubcf4\uc5ec 48V \ubc0f 800V \uc544\ud0a4\ud14d\ucc98\uc5d0\uc11c \uc138\ub77c\ubbf9\ubcf4\ub2e4 \uc6b0\uc218\ud55c \uc131\ub2a5\uc744 \ubc1c\ud718\ud569\ub2c8\ub2e4.<br \/>\n*   5G \uc2a4\ub9c8\ud2b8\ud3f0 \uc0dd\uc0b0 \uae09\uc99d: \uc804 \uc138\uacc4\uc801\uc778 5G \uae30\uc9c0\uad6d \uad6c\ucd95\uc740 \ud1b5\uc2e0 \uc778\ud504\ub77c\uc758 \uc2e0\ub8b0\uc131 \uae30\uc900\uc744 \ub192\uc774\uba70, \ud0c4\ud0c8\ub968\uc758 \uc790\uac00 \uce58\uc720 \uc0b0\ud654\uce35\uc740 \uce58\uba85\uc801\uc778 \uace0\uc7a5\uc744 \uc644\ud654\ud569\ub2c8\ub2e4. AI \uac00\uc18d\uae30\ub85c \uc778\ud55c \ubc18\ub3c4\uccb4 \uc5c5\uc0ac\uc774\ud074 \ub610\ud55c \uace0\uc8fc\ud30c \ub514\ucee4\ud50c\ub9c1 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ucf1c \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5\uc744 \ub354\uc6b1 \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   MLCC \uacf5\uae09 \ubd88\uc548\uc815: \ubaa8\ubc14\uc77c \uae30\uae30\uc6a9 \uc11c\ube0c-0201 \uc138\ub77c\ubbf9 \ud48b\ud504\ub9b0\ud2b8\ub85c\uc758 \uc804\ud658\uc740 \uace0\uc804\uc555 MLCC \ubd80\uc871\uc744 \uc57c\uae30\ud558\uc5ec \uc0b0\uc5c5\uc6a9 \ub4f1\uae09\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc744 6\uac1c\uc6d4\uae4c\uc9c0 \uc5f0\uc7a5\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc758\ub8cc, \uad70\uc0ac, \ud56d\uacf5\uc6b0\uc8fc \uace0\uac1d\ub4e4\uc740 \uc774\ub7ec\ud55c \uc9c0\uc5f0\uc73c\ub85c \uc778\ud574 \ub354 \ub192\uc740 \ub2e8\uac00\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc911\uc694\ud55c \ub178\ub4dc\uc5d0 \ud3f4\ub9ac\uba38 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130\ub97c \ub300\uccb4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uc2e0\ub8b0\uc131 \ucee4\ud328\uc2dc\ud130\uac00 \ud544\uc694\ud55c \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc804\uc790 \uc7a5\uce58 \ud655\uc7a5.<br \/>\n*   \uc774\uc2dd\ud615 \uc758\ub8cc \uae30\uae30\uc758 \uc2e0\ub8b0\uc131 \uc218\uc694.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   \ud0c4\ud0c8\ub968 \uad11\uc11d \uac00\uaca9 \ubc0f \uacf5\uae09 \ubcc0\ub3d9\uc131: \ucf69\uace0 \ubbfc\uc8fc \uacf5\ud654\uad6d\uc758 \ubd84\uc7c1 \uad00\ub828 \uc0dd\uc0b0 \uc911\ub2e8 \ubc0f \uc218\uacf5\uc5c5 \uad11\ubd80\ub4e4\uc758 \uac15\uc81c \ub178\ub3d9 \uc758\ud639\uc740 \uc6d0\uc790\uc7ac \uacf5\uae09\ub9dd\uc744 \uacbd\uc0c9\uc2dc\ucf1c \ucee4\ud328\uc2dc\ud130 BOM\uc5d0 \uac00\uaca9 \uc0c1\uc2b9\uc744 \uc804\uac00\ud569\ub2c8\ub2e4. 2024\ub144 9\uc6d4 \uc911\uad6d\uc0b0 \ud0c4\ud0c8\ub968 \uc218\uc785\uc5d0 \ub300\ud55c 25% \uad00\uc138 \ubd80\uacfc \uc774\ud6c4 \ubbf8\uad6d \uc18c\ube44\uac00 \uae09\uac10\ud558\uc5ec OEM\ub4e4\uc740 \uc774\uc911 \uc18c\uc2f1 \ub610\ub294 \uc124\uacc4 \uc7ac\uc870\uc815\uc744 \uac15\uc694\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc138\ub77c\ubbf9 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \ucee4\ud328\uc2dc\ud130\uc640\uc758 \uacbd\uc7c1: \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \ucee4\ud328\uc2dc\ud130\ub294 \uc7a0\uc7ac\uc801\uc73c\ub85c \ub354 \ub0ae\uc740 \ube44\uc6a9\uacfc \uc801\uc740 \uacf5\uae09 \uc704\ud5d8\uc73c\ub85c \ud0c4\ud0c8\ub968\uc5d0 \uadfc\uc811\ud55c \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uba70, \ucca8\ub2e8 \uc138\ub77c\ubbf9\uc740 \uba54\ud0c0\uc720\uc804\uccb4 \uc81c\ud615\uc744 \ud1b5\ud574 \ub354 \ub192\uc740 \uc628\ub3c4 \ub4f1\uae09\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4. \uc54c\ub8e8\ubbf8\ub284 \ud3f4\ub9ac\uba38\ub294 \ubcf4\ub4dc \uacf5\uac04 \uc81c\uc57d\uc774 \uc801\uc740 \uc18c\ube44\uc790 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58\uc5d0\uc11c \uc810\uc720\uc728\uc744 \uacc4\uc18d \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud0c4\ud0c8\ub968 \uc6d0\uc790\uc7ac \uc218\ucd9c \ud1b5\uc81c.<br \/>\n*   \uc2e0\ud765 \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \ubc0f \uadf8\ub798\ud540 \ucee4\ud328\uc2dc\ud130.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uc81c\ud488 \uc720\ud615\ubcc4: \ud3f4\ub9ac\uba38 \ubcc0\ud615\uc774 \ud601\uc2e0 \uc8fc\ub3c4<br \/>\n\uc194\ub9ac\ub4dc \ud3f4\ub9ac\uba38 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130\ub294 ESR \uac10\uc18c \ubc0f \uc548\uc804 \uace0\uc7a5 \uc131\ub2a5\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 OEM\uc758 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 38.62%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud3f4\ub9ac\uba38\uc758 \uc591\uc131 \uace0\uc7a5 \ubaa8\ub4dc\ub294 MnO\u2082 \uc74c\uadf9\uacfc \uad00\ub828\ub41c \uc0b0\uc18c \ubc1c\uc0dd \uc704\ud5d8\uc744 \uc81c\uac70\ud558\uc5ec \uc2dc\uc7a5\uc5d0 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \ucee4\ud328\uc2dc\ud130\ub294 \uc544\uc9c1 \ud2c8\uc0c8\uc2dc\uc7a5\uc774\uc9c0\ub9cc, \uc6d0\uc790\uc7ac \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud558\ub824\ub294 \uc124\uacc4\uc790\ub4e4\uc758 \uc218\uc694\ub85c 2031\ub144\uae4c\uc9c0 5.94%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc194\ub9ac\ub4dc MnO\u2082 \uc7a5\uce58\ub294 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc18c\ube44\uc790 \uae30\uae30\uc5d0\uc11c \uc5ec\uc804\ud788 \ub300\ub7c9 \uc635\uc158\uc774\uba70, \uc2b5\uc2dd \uc804\ud574(wet-electrolytic) \uad6c\uc870\ub294 \ub300\uc6a9\ub7c9 \uc800\uc7a5 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0\uc11c \uc785\uc9c0\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. 5G \uc804\ub825 \uc99d\ud3ed\uae30 \ubc0f EV \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\uc758 \ub9ac\ud50c \uc804\ub958 \uc694\uad6c \uc0ac\ud56d\uc744 \uc9c0\uc6d0\ud558\ub294 \ud3f4\ub9ac\uba38 \ubd80\ud488\uc740 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\uc7a5 \uc720\ud615\ubcc4: \ud45c\uba74 \uc2e4\uc7a5\uc758 \uc9c0\ubc30\ub825 \uac00\uc18d\ud654<br \/>\n\ud45c\uba74 \uc2e4\uc7a5(Surface-mount) \ud328\ud0a4\uc9c0\ub294 \uc790\ub3d9\ud654\ub41c \uc870\ub9bd \ubc0f \ub2e4\uce35 PCB \ubc00\ub3c4 \ubaa9\ud45c\ub97c \ubc18\uc601\ud558\uc5ec 2025\ub144 \ub9e4\ucd9c\uc758 77.45%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 5.03%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud45c\uba74 \uc2e4\uc7a5 \ud615\uc2dd\uacfc \uad00\ub828\ub41c \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \ud53d\uc564\ud50c\ub808\uc774\uc2a4(pick-and-place) \uc815\ud655\ub3c4 \uac1c\uc120\uc73c\ub85c \uc778\ud574 \uc774\uc810\uc744 \uc5bb\uc2b5\ub2c8\ub2e4. \uc2a4\ub8e8\ud640(Through-hole) \ubcc0\ud615\uc740 \uae30\uacc4\uc801 \uacac\uace0\uc131\uacfc \ud604\uc7a5 \uc720\uc9c0 \ubcf4\uc218\uc131\uc774 \ud3fc\ud329\ud130\ubcf4\ub2e4 \uc911\uc694\ud55c \ud56d\uacf5\uc6b0\uc8fc, \ubc29\uc704 \ubc0f \uc911\uacf5\uc5c5 \ubcf4\ub4dc\uc5d0\uc11c \uc5ec\uc804\ud788 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc815\uc804 \uc6a9\ub7c9 \ubc94\uc704\ubcc4: \uc911\uae09 \ubc94\uc704 \ub9ac\ub354\uc2ed \ub3c4\uc804<br \/>\n100-1,000 \u00b5F \ud074\ub798\uc2a4\ub294 2025\ub144 \ub9e4\ucd9c\uc758 40.70%\ub97c \uae30\uc5ec\ud588\uc9c0\ub9cc, 1,000 \u00b5F \ucd08\uacfc \uc138\uadf8\uba3c\ud2b8\ub294 EV \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ucee8\ubc84\ud130\uc758 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 5.11%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. MLCC \uc5b4\ub808\uc774\uc758 \uce68\ud22c\ub85c \uc778\ud574 100 \u00b5F \ubbf8\ub9cc \ubd80\ud488\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc790\ub3d9\ucc28\uac00 \uc18c\ube44\uc790 \uac00\uc804 \ub9ac\ub354\uc2ed\uc744 \ub4a4\ud754\ub4e4\ub2e4<br \/>\n\uc18c\ube44\uc790 \uac00\uc804\uc740 2025\ub144 \ub9e4\ucd9c\uc758 30.25%\ub85c \uc120\ub450\ub97c \ub2ec\ub838\uc9c0\ub9cc, 48V \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f 800V \ubc30\ud130\ub9ac \uc804\uae30 \ud50c\ub7ab\ud3fc\uc5d0 \ud798\uc785\uc5b4 \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 4.95%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc758\ub8cc\uc6a9 \uc784\ud50c\ub780\ud2b8\ub294 \uc0dd\uccb4 \uc801\ud569\uc131\uacfc 10\ub144 \uc218\uba85\uc774 \uad50\ucc28\ud558\ub294 \uacf3\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \uc9c0\ubd88\ud569\ub2c8\ub2e4. \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ubc29\uc704 \uacc4\uc57d\uc740 \uc6d0\uc790\uc7ac \ube44\uc6a9 \uc0c1\uc2b9\uc744 \uc0c1\ud68c\ud558\ub294 \uace0\uc2e0\ub8b0\uc131 \uad6c\ucd95\uc744 \ud1b5\ud574 \uae30\ubcf8 \uc218\uc694\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud1b5\uc2e0 \uc778\ud504\ub77c, \ud2b9\ud788 5G \uae30\uc9c0\uad6d\uc740 \uc5f0\uc18d \uc791\ub3d9 \uc2dc \uc54c\ub8e8\ubbf8\ub284 \ud558\uc774\ube0c\ub9ac\ub4dc\ubcf4\ub2e4 ESR \ubc0f \ub0b4\uad6c\uc131\uc774 \ub6f0\uc5b4\ub09c \uace0\uc628(\ucd5c\ub300 +125\u00b0C) \ud0c4\ud0c8\ub968 \ud3f4\ub9ac\uba38 \ucee4\ud328\uc2dc\ud130\uc758 \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2025\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 44.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 5.63%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc18c\ube44\uc790 \uac00\uc804 \uc0dd\uc0b0 \ud655\ub300\uc640 \ud55c\uad6d \ubc0f \ub300\ub9cc\uc758 \uba54\ubaa8\ub9ac \ud339\uc740 \uc218\ub3d9 \ubd80\ud488 \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8\ub294 \uc911\uad6d\uc0b0 \ud0c4\ud0c8\ub968 \uc218\uc785\uc5d0 \ub300\ud55c 25% \uad00\uc138\uc640 2027\ub144 \uad6d\ubc29\ubd80 \uc870\ub2ec \uc81c\ud55c \uc774\ud6c4 \uacf5\uae09\ub9dd\uc744 \uc7ac\uc815\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\ub0b4 \ucee4\ud328\uc2dc\ud130 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uad70\uc0ac \ud504\ub85c\uadf8\ub7a8\uc744 \ubd84\uc7c1 \uc9c0\uc5ed \uc704\ud5d8\uc73c\ub85c\ubd80\ud130 \ubcf4\ud638\ud558\uae30 \uc704\ud574 \ud638\uc8fc\uc640 \ube0c\ub77c\uc9c8\uc5d0\uc11c \uc724\ub9ac\uc801\uc73c\ub85c \uc870\ub2ec\ub41c \uad11\uc11d\uc758 \uc778\uc99d\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd\uc740 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc790\uaca9 \uc99d\uba85\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc73c\uba70, \uc778\uc99d\ub41c \ubd84\uc7c1 \uc5c6\ub294 \ud0c4\ud0c8\ub968 \uc870\ub2ec\uc744 \ucd94\uc9c4\ud569\ub2c8\ub2e4. \ub3c5\uc77c \uc790\ub3d9\ucc28 Tier 1 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud3f4\ub780\ub4dc \ubc0f \uccb4\ucf54 \ucee4\ud328\uc2dc\ud130 \uacf5\uc7a5\uacfc \ud611\ub825\ud558\uc5ec \ubb3c\ub958 \ub8e8\ud504\ub97c \ub2e8\ucd95\ud558\uace0 \uc801\uc2dc \uc0dd\uc0b0 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc9c0\uc5ed\uc740 \ub300\uccb4 \uc6d0\ub8cc \ud5c8\ube0c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud638\uc8fc\ub294 \uc11c\uad6c ESG \ud45c\uc900\uc5d0 \ubd80\ud569\ud558\ub294 \uc815\uc81c \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uace0 \uc788\uc73c\uba70, \ub974\uc644\ub2e4\ub294 \ud604\uc9c0\uc5d0\uc11c \ub354 \ub9ce\uc740 \uac00\uce58\ub97c \ud3ec\ucc29\ud558\uae30 \uc704\ud574 \ub18d\ucd95\ubb3c \uc5c5\uadf8\ub808\uc774\ub4dc \uc778\ud504\ub77c\ub97c \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc758 \ubbf8\ub098\uc2a4 \uc81c\ub77c\uc774\uc2a4 \ud504\ub85c\uc81d\ud2b8\ub294 \uc804 \uc138\uacc4 \uacf5\uae09 \uc704\ud5d8\uc744 \ub2e4\uac01\ud654\ud558\ub294 \ucd94\uac00 \uad11\uc11d \uc0dd\uc0b0\ub7c9\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Yageo\uc758 2020\ub144 KEMET \uc778\uc218\ub294 \uc0c1\ub958 \ubd84\ub9d0 \uc57c\uae08, \ucee4\ud328\uc2dc\ud130 \uc870\ub9bd \ubc0f \uae00\ub85c\ubc8c \ucc44\ub110 \ucee4\ubc84\ub9ac\uc9c0\ub97c \uc218\uc9c1 \ud1b5\ud569\ub41c \uac15\uc790\ub85c \uacb0\ud569\ud588\uc2b5\ub2c8\ub2e4. KYOCERA AVX\ub294 \uccb4\ucf54 \uc0dd\uc0b0\uc744 \ud65c\uc6a9\ud558\uc5ec \uc9c0\uc5ed \uc870\ub2ec\uc744 \uc6d0\ud558\ub294 \uc720\ub7fd \uc790\ub3d9\ucc28 OEM\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. Vishay\ub294 2024\ub144 \uc804\uc790 \uc0b0\uc5c5 \uce68\uccb4\uc5d0\uc11c \ud68c\ubcf5 \uc911\uc774\uba70, AI \uc11c\ubc84 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \ud3f4\ub9ac\uba38 \uae30\uc220\uc5d0 \ub300\ud55c \uc120\ubcc4\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \ud22c\uc790\ub294 \uc21c\uc218\ud55c \uaddc\ubaa8\ubcf4\ub2e4\ub294 \uc2e0\ub8b0\uc131\uacfc \ud22c\uba85\uc131\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. Quantic Electronics\uc640 Powell Electronics\uc758 \uc720\ud1b5 \uacc4\uc57d\uc740 \uae34 \uc778\uc99d \uc8fc\uae30\uac00 \uc9c0\uc18d\uc801\uc778 \ub9c8\uc9c4\uc744 \ubcf4\uc7a5\ud558\ub294 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \ubd80\ubb38\uc5d0\uc11c \ub3c4\ub2ec \ubc94\uc704\ub97c \ud655\ub300\ud569\ub2c8\ub2e4. \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc758 \uacf5\uae09 \uc548\uc815\uc131 \uc774\uc810\uc744 \ub0b4\uc138\uc6b4 \uacbd\uc7c1 \uc555\ub825\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc218\uc2ed \ub144\uac04\uc758 \ud604\uc7a5 \uc2e0\ub8b0\uc131, AEC-Q200 \uc900\uc218 \ubc0f \uc6b0\uc8fc \uc784\ubb34\uc6a9 \ubc29\uc0ac\uc120 \uacbd\ud654 \ubcc0\ud615\uc744 \uac15\uc870\ud558\uba70 \ub300\uc751\ud569\ub2c8\ub2e4. M&#038;A \uad00\uc2ec\uc740 \uc804\uae30 \ud56d\uacf5\uae30 \uc791\ub3d9 \uc2dc\uc2a4\ud15c\uc5d0 \uc801\uc6a9 \uac00\ub2a5\ud55c \uc2b5\uc2dd \ud0c4\ud0c8\ub968 \ub178\ud558\uc6b0\ub97c \uac00\uc9c4 \uc18c\uaddc\ubaa8 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc744 \uc911\uc2ec\uc73c\ub85c \ud615\uc131\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc0b0\uc5c5 \ub0b4 \ubbf8\ub798 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub2e4\uac01\ud654\ub97c \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Vishay Intertechnology Inc., Kemet Corporation (YAGEO Corporation), KYOCERA AVX Components Corporation (KYOCERA CORPORATION), Panasonic Corporation, NIC Components Corp. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 4\uc6d4: Yageo Group\uc758 \uc790\ud68c\uc0ac KEMET\uc740 6\uc6d4\ubd80\ud130 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uac00\uaca9\uc744 10% \uc774\uc0c1 \uc778\uc0c1\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: \ubbf8\uad6d\uc740 \uc911\uad6d\uc0b0 \ud0c4\ud0c8\ub968 \uc218\uc785\uc5d0 25%\uc758 \uad00\uc138\ub97c \ubd80\uacfc\ud558\uc5ec 2024\ub144 1\uc6d4-7\uc6d4 \ub3d9\uc548 178\ud1a4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\ucce4\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc740 2027\ub144\uae4c\uc9c0 300mm \ud339 \uc7a5\ube44\uc5d0 4\ucc9c\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud558\uc5ec \uc218\ub3d9 \ubd80\ud488 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 6\uc6d4: Quantic Electronics\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc2b5\uc2dd \ud0c4\ud0c8\ub968 \ub77c\uc778\uc5d0 \ub300\ud574 Powell Electronics\uc640 \uae00\ub85c\ubc8c \uc720\ud1b5 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ud0c4\ud0c8\ub968 \ud76c\uadc0 \uc7ac\ub8cc\ub97c \ubd80\ud488\uc73c\ub85c \uc0ac\uc6a9\ud558\uace0 OEM\uc5d0 \uc218\ub3d9 \uc804\uc790 \ubd80\ud488\uc73c\ub85c \ud310\ub9e4\ub418\ub294 \ud3f4\ub9ac\uba38 \ubc0f \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uac1c\uc694, \ub3d9\uc778 \ubc0f \uc81c\uc57d, \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ud604\ud669, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uac70\uc2dc \uacbd\uc81c \uc601\ud5a5 \ud3c9\uac00, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130 \uc2dc\uc7a5\uc740 2026\ub144 14\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.44%\ub97c \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 17\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc804\uc790 \uae30\uae30\uc758 \uc18c\ud615\ud654, \ucc28\ub7c9 \ub0b4 \uc804\uc7a5 \ucc44\ud0dd \uc99d\uac00, 5G \uc2a4\ub9c8\ud2b8\ud3f0 \uc0dd\uc0b0 \uae09\uc99d, MLCC(\uc801\uce35 \uc138\ub77c\ubbf9 \ucee4\ud328\uc2dc\ud130) \uacf5\uae09 \ubd88\uc548\uc815\uc73c\ub85c \uc778\ud55c \ud0c4\ud0c8\ub968 \uc120\ud638\ub3c4 \uc99d\uac00, \uc774\uc2dd\ud615 \uc758\ub8cc \uae30\uae30\uc758 \uc2e0\ub8b0\uc131 \uc694\uad6c \uc99d\ub300, \uadf8\ub9ac\uace0 \uace0\uc2e0\ub8b0\uc131 \ucee4\ud328\uc2dc\ud130\ub97c \ud544\uc694\ub85c \ud558\ub294 \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc804\uc790 \uc7a5\ube44\uc758 \ud655\uc7a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc124\uacc4\uc790\ub4e4\uc740 MnO2 \uc720\ud615\ubcf4\ub2e4 \ud3f4\ub9ac\uba38 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130\ub97c \uc120\ud638\ud558\ub294\ub370, \uc774\ub294 \ud3f4\ub9ac\uba38 \ud0c4\ud0c8\ub968\uc774 \ub354 \ub0ae\uc740 ESR(\ub4f1\uac00 \uc9c1\ub82c \uc800\ud56d)\uacfc \uc0b0\uc18c \ubc29\ucd9c\uc744 \uc81c\uac70\ud558\uc5ec \uc758\ub8cc \ubc0f \uc790\ub3d9\ucc28 \uc804\uc7a5 \ubd84\uc57c\uc5d0\uc11c \uc548\uc804\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \uc591\uc131 \uace0\uc7a5 \ubaa8\ub4dc\ub97c \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \ud0c4\ud0c8\ub968 \uad11\uc11d \uac00\uaca9 \ubc0f \uacf5\uae09 \ubcc0\ub3d9\uc131, \uc138\ub77c\ubbf9 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \ucee4\ud328\uc2dc\ud130\uc640\uc758 \uacbd\uc7c1, \ud0c4\ud0c8\ub968 \uc6d0\uc790\uc7ac \uc218\ucd9c \ud1b5\uc81c, \uadf8\ub9ac\uace0 \uc2e0\ud765 \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \ubc0f \uadf8\ub798\ud540 \ucee4\ud328\uc2dc\ud130\uc758 \ub4f1\uc7a5\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ubbf8\uad6d \ubb34\uc5ed \uc815\ucc45 \ub610\ud55c \uacf5\uae09\ub9dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294\ub370, \uc911\uad6d\uc0b0 \ud0c4\ud0c8\ub968\uc5d0 \ub300\ud55c 25% \uad00\uc138\uc640 2027\ub144\ubd80\ud130 \uc2dc\ud589\ub418\ub294 \uad6d\ubc29\ubd80(DoD) \uc870\ub2ec \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ud638\uc8fc, \ube0c\ub77c\uc9c8 \ubc0f \ub3d9\ub9f9\uad6d\uc73c\ub85c\ubd80\ud130 \uad11\uc11d\uc744 \uc870\ub2ec\ud558\ub3c4\ub85d \uc720\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615(\uace0\uccb4 MnO2, \uace0\uccb4 \ud3f4\ub9ac\uba38, \uc2b5\uc2dd \uc804\ud574 \ud0c4\ud0c8\ub968 \ucee4\ud328\uc2dc\ud130, \ub2c8\uc624\ube00 \uc0b0\ud654\ubb3c \ucee4\ud328\uc2dc\ud130), \uc7a5\ucc29 \uc720\ud615(\ud45c\uba74 \uc2e4\uc7a5(SMD), \uc2a4\ub8e8\ud640(Leaded)), \uc815\uc804 \uc6a9\ub7c9 \ubc94\uc704(100uF \ubbf8\ub9cc, 100~1,000uF, 1,000uF \ucd08\uacfc), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28 \uc804\uc7a5, \uc0b0\uc5c5 \uc7a5\ube44, \uc758\ub8cc \uae30\uae30, \ubc29\uc704 \ubc0f \ud56d\uacf5\uc6b0\uc8fc, \ud1b5\uc2e0 \uc778\ud504\ub77c \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd80\ubb38 \uc911\uc5d0\uc11c\ub294 \uc790\ub3d9\ucc28 \uc804\uc7a5 \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.95%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc804\uae30\ucc28(EV) \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS)\uc5d0\uc11c \uace0\uc628, \uc800ESR \ucee4\ud328\uc2dc\ud130\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub192\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \uc218\uc694\uc758 44.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc18c\ube44\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 2025-2027\ub144\uc73c\ub85c \uc608\uc815\ub41c 4\ucc9c\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc2dc\uc124 \ud22c\uc790\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \uac1c\ubc1c, \uacf5\uae09\uc5c5\uccb4 \ud3ec\uc9c0\uc154\ub2dd \ubd84\uc11d\uc774 \ud3ec\ud568\ub418\uba70, KEMET Corporation (Yageo), KYOCERA AVX Components Corporation, Panasonic Corporation, Vishay Intertechnology Inc., Samsung Electro-Mechanics \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \uc81c\uc2dc\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-50360","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\/50360"}],"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=50360"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/50360\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=50360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=50360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=50360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}