{"id":50537,"date":"2026-02-22T08:02:46","date_gmt":"2026-02-22T08:02:46","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/laser-diode-market-mordor\/"},"modified":"2026-09-25T01:57:32","modified_gmt":"2026-09-24T16:57:32","slug":"laser-diode-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/laser-diode-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/laser-diode-market-1768739607622-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\/laser-diode-market-size-image-1768739274997.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 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 3D \uc13c\uc2f1 \ubc0f Face-ID \ud655\uc0b0\uc73c\ub85c VCSEL \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 1550 nm DFB \ub808\uc774\uc800\ub97c \ud65c\uc6a9\ud55c FTTH \ub124\ud2b8\uc6cc\ud06c\uc758 \ube60\ub978 \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.3 905 nm \ud384\uc2a4 \ub808\uc774\uc800\ub97c \ucc44\ud0dd\ud558\ub294 \uc790\ub3d9\ucc28 LiDAR \ud504\ub85c\uadf8\ub7a8<\/li>\n<li class=\"toc-level-3\">4.2.4 \uae08\uc18d \uc801\uce35 \uc81c\uc870\uc5d0\uc11c \uace0\ucd9c\ub825 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800 \uc0ac\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub2e4\uc774\uc624\ub4dc \ud38c\ud504 \ubaa8\ub4c8\uc744 \ud65c\uc6a9\ud558\ub294 \uc9c0\ud5a5\uc131 \uc5d0\ub108\uc9c0 \ubb34\uae30\uc5d0 \ub300\ud55c \uad6d\ubc29 \uc790\uae08 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.6 \uccad\ub85d\uc0c9 GaN \ub808\uc774\uc800\ub97c \ud1b5\ud569\ud55c \uc758\ub8cc \ubbf8\uc6a9 \uae30\uae30\uc758 \uc18c\ud615\ud654<\/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 20W \uc774\uc0c1 \uc5f0\uc18d\ud30c \uc2a4\ucf00\uc77c\ub9c1\uc744 \uc81c\ud55c\ud558\ub294 \uc5f4 \uad00\ub9ac \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uac08\ub968 \ubc0f \uc778\ub4d0\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc758\uc874\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc720\ub7fd\uc5d0\uc11c \uc18c\ube44\uc790 \ub4f1\uae09 \uc804\ub825\uc744 \uc81c\ud55c\ud558\ub294 \ub208 \ub178\ucd9c \uc548\uc804 \uaddc\uc815<\/li>\n<li class=\"toc-level-3\">4.3.4 GaN-on-\uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc81c\uc870\uc758 \uc218\uc728 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ube14\ub8e8\ub808\uc774 \ub808\uc774\uc800 \ube44\uc6a9 \uc0c1\uc2b9<\/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 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/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 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/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 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc5d0\uc9c0 \ubc29\ucd9c \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc<\/li>\n<li class=\"toc-level-3\">5.1.2 VCSEL<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \ub808\uc774\uc800<\/li>\n<li class=\"toc-level-3\">5.1.4 DFB \ubc0f DBR<\/li>\n<li class=\"toc-level-3\">5.1.5 \ud328\ube0c\ub9ac-\ud398\ub85c \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud30c\uc7a5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc801\uc678\uc120 (700-1600 nm)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc801\uc0c9 (630-700 nm)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uccad\uc0c9 (400-500 nm)<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub179\uc0c9 (500-570 nm)<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc790\uc678\uc120 (400 nm \ubbf8\ub9cc)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd9c\ub825 \uc804\ub825\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc800\uc804\ub825 (1W \ubbf8\ub9cc)<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc911\uc804\ub825 (1-10W)<\/li>\n<li class=\"toc-level-3\">5.3.3 \uace0\uc804\ub825 (10W \ucd08\uacfc)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc791\ub3d9 \ubaa8\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc5f0\uc18d\ud30c (CW)<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud384\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ud328\ud0a4\uc9d5 \uad6c\uc131\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 TO-CAN<\/li>\n<li class=\"toc-level-3\">5.5.2 C-\ub9c8\uc6b4\ud2b8<\/li>\n<li class=\"toc-level-3\">5.5.3 HHL \ubc0f \ubc84\ud130\ud50c\ub77c\uc774<\/li>\n<li class=\"toc-level-3\">5.5.4 \ubaa8\ub4c8\/\uc11c\ube0c \uc2dc\uc2a4\ud15c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc0b0\uc5c5 \ucc98\ub9ac \ubc0f \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.6.3 \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.6.5 \uac00\uc804\uc81c\ud488 \ubc0f \ub514\uc2a4\ud50c\ub808\uc774<\/li>\n<li class=\"toc-level-3\">5.6.6 \uad6d\ubc29 \ubc0f \ubcf4\uc548<\/li>\n<li class=\"toc-level-3\">5.6.7 \uc5f0\uad6c \ubc0f \ud559\uc220<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.7.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.7.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.7.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.7.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.7.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.7.3.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.7.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.7.3.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.7.3.5 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.7.3.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.7.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.7.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.4.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.7.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.7.4.4 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.7.4.5 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.7.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.7.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.7.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.7.5.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.7.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.7.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.6.2 \ucf00\ub0d0<\/li>\n<li class=\"toc-level-4\">5.7.6.3 \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, \uc7ac\ubb34, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Coherent Corp.<\/li>\n<li class=\"toc-level-3\">6.4.2 Lumentum Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Nichia Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 TRUMPF SE + Co KG<\/li>\n<li class=\"toc-level-3\">6.4.5 OSRAM Opto Semiconductors GmbH<\/li>\n<li class=\"toc-level-3\">6.4.6 IPG Photonics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.7 Hamamatsu Photonics K.K.<\/li>\n<li class=\"toc-level-3\">6.4.8 Sharp Corp.<\/li>\n<li class=\"toc-level-3\">6.4.9 Sumitomo Electric Industries Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Sony Corp.<\/li>\n<li class=\"toc-level-3\">6.4.11 Mitsubishi Electric Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 Ushio Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Jenoptik AG<\/li>\n<li class=\"toc-level-3\">6.4.14 Thorlabs Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Frankfurt Laser Co.<\/li>\n<li class=\"toc-level-3\">6.4.16 OSI Laser Diode Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Lasea SA<\/li>\n<li class=\"toc-level-3\">6.4.18 Newport Corp.<\/li>\n<li class=\"toc-level-3\">6.4.19 Rohm Semiconductor<\/li>\n<li class=\"toc-level-3\">6.4.20 nLIGHT Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 Excelitas Technologies Corp.<\/li>\n<li class=\"toc-level-3\">6.4.22 Broadcom Inc.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc758 \ud604\uc7ac \uaddc\ubaa8, \ubbf8\ub798 \uc608\uce21, \uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d, \uc9c0\uc5ed\ubcc4 \ub3d9\ud5a5 \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \uac1c\uc694\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc608\uce21<\/p>\n<p>\ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc740 2026\ub144 93\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 144\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 9.10%\ub97c \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ucd08\uace0\uc18d \ub370\uc774\ud130 \uc13c\ud130\uc758 800\uae30\uac00\ube44\ud2b8 \ubc0f 1.6\ud14c\ub77c\ube44\ud2b8 \uad11\ud559 \ub9c1\ud06c \uc218\uc694 \uc99d\uac00, \uc0dd\uc0b0 \ucc28\ub7c9\uc5d0 \uace0\uccb4 LiDAR \ud1b5\ud569, \ub2e4\uc774\uc624\ub4dc \ud38c\ud504 \uc9c0\ud5a5\uc131 \uc5d0\ub108\uc9c0 \ubb34\uae30(DEW)\uc5d0 \ub300\ud55c \uad6d\ubc29 \uc608\uc0b0 \uc99d\uac00 \ub4f1 \ub2e4\uc591\ud55c \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc801\uc73c\ub85c\ub294 \uc7a5\uac70\ub9ac \uad11\uc12c\uc720 \ubc30\ud3ec\uc5d0 \uc5d0\uc9c0 \ubc29\ucd9c\ud615(Edge-Emitting) \ub514\uc790\uc778\uc774 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uc9c0\ub9cc, 3D \uc13c\uc2f1 \ubc0f \ub2e8\uac70\ub9ac \ubcd1\ub82c \uad11\ud559 \ubd84\uc57c\uc5d0\uc11c\ub294 VCSEL(Vertical-Cavity Surface-Emitting Laser)\uc774 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uace0\ucd9c\ub825 \uc2a4\ud0dd\uc740 2023\ub144 \ub300\ube44 3\ubc30\uc758 \ucc98\ub9ac\ub7c9\uc744 \uc790\ub791\ud558\ub294 \ud2f0\ud0c0\ub284 \ubd80\ud488 \uc801\uce35 \uc81c\uc870 \ub77c\uc778\uc5d0 \ub3d9\ub825\uc744 \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\uc801\uc73c\ub85c\ub294 \uc77c\ubcf8\uc758 \uc218\uc9c1 \ud1b5\ud569 \ud339\uacfc \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \ubcf4\uc870\uae08 \ub355\ubd84\uc5d0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc124\uce58 \uc6a9\ub7c9\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \ubd81\ubbf8 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34 \uc900\uc218 \ubc0f \uac08\ub968-\uc778\ub4d0 \uac00\uaca9 \ubcc0\ub3d9 \uc644\ud654\ub97c \uc704\ud574 \uad6d\ub0b4 \uc5d0\ud53c\ud0dd\uc2dc(epitaxy) \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 20\uc640\ud2b8 \uc5f0\uc18d \ucd9c\ub825 \uc774\uc0c1\uc758 \uc5f4 \uad00\ub9ac \ubcd1\ubaa9 \ud604\uc0c1\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc740 \uafb8\uc900\ud788 \ud55c \uc790\ub9bf\uc218 \ud6c4\ubc18\ub300\uc758 \uc131\uc7a5\uc138\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc9c0\ud45c (2026-2031):<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2026\ub144): 93\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2031\ub144): 144\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031): 9.09% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc911\ub3d9<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p>2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (2025\ub144 \uae30\uc900 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f 2031\ub144\uae4c\uc9c0\uc758 CAGR)<\/p>\n<p>*   \uc720\ud615\ubcc4: \uc5d0\uc9c0 \ubc29\ucd9c\ud615 \uc7a5\uce58\uac00 46.13%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, VCSEL\uc740 2031\ub144\uae4c\uc9c0 10.98%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc7a5\ubcc4: \uc801\uc678\uc120 \uc18c\uc2a4\uac00 49.21%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uccad\uc0c9 \ubc29\ucd9c\uae30\ub294 2031\ub144\uae4c\uc9c0 11.82% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd9c\ub825 \uc804\ub825\ubcc4: 1\uc640\ud2b8 \ubbf8\ub9cc\uc758 \uc800\ucd9c\ub825 \ub2e4\uc774\uc624\ub4dc\uac00 41.47%\uc758 \ucd9c\ud558\ub7c9 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, 10\uc640\ud2b8 \uc774\uc0c1\uc758 \ubaa8\ub4c8\uc740 12.69%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc791\ub3d9 \ubaa8\ub4dc\ubcc4: \uc5f0\uc18d\ud30c(Continuous-Wave) \uc791\ub3d9\uc774 63.71%\uc758 \ucd9c\ud558\ub7c9 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \ud384\uc2a4\ud615 \ub808\uc774\uc800\ub294 2031\ub144\uae4c\uc9c0 11.32% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uad6c\uc131\ubcc4: TO-CAN\uc774 31.27%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \ud1b5\ud569 \ubaa8\ub4c8\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 10.23% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0\uc774 39.18%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 13.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 53.61%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\ub3d9\uc740 2031\ub144\uae4c\uc9c0 12.46% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uae00\ub85c\ubc8c \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>3.1. \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc2a4\ub9c8\ud2b8\ud3f0 3D \uc13c\uc2f1 \ubc0f Face-ID \ud655\uc0b0\uc73c\ub85c VCSEL \uc218\uc694 \uc99d\uac00 (CAGR \uc601\ud5a5: +1.8%): 2025\ub144 \uc804 \uc138\uacc4 \uc2a4\ub9c8\ud2b8\ud3f0 \uc81c\uc870\uc5c5\uccb4\ub294 \uc57d 12\uc5b5 \ub300\uc758 VCSEL \uc5b4\ub808\uc774 \ub0b4\uc7a5 \ud578\ub4dc\uc14b\uc744 \ucd9c\ud558\ud558\uc5ec \uc548\uc804\ud55c \uc5bc\uad74 \uc778\uc99d \ubc0f \uae4a\uc774 \uac15\ud654 \uc774\ubbf8\uc9d5\uc744 \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. Apple\uc758 TrueDepth \ucc44\ud0dd \ud655\ub300\uc640 Lumentum\uc758 \ud0dc\uad6d \ub2e4\uc774 \ubd84\ub958 \uc6a9\ub7c9 30% \uc99d\uac00\ub294 \uc774\ub7ec\ud55c \ucd94\uc138\ub97c \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. Android OEM\ub4e4\ub3c4 ams OSRAM\uc758 940\ub098\ub178\ubbf8\ud130 \uc5b4\ub808\uc774\ub97c \ucc44\ud0dd\ud558\uba70 \ub4a4\ub97c \uc774\uc5c8\uc2b5\ub2c8\ub2e4. VCSEL\uc740 \ub9ac\ud50c\ub85c\uc6b0 \uc2b5\ub3c4\uc5d0 \uac15\ud558\uc5ec \uc5d0\uc9c0 \ubc29\ucd9c\ud615\uc5d0 \ud544\uc694\ud55c \ubc00\ubd09\uc744 \uc81c\uac70\ud568\uc73c\ub85c\uc368 \uc870\ub9bd \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. IEC 60825-1 Class 1 \uc81c\ud55c \uc900\uc218\ub97c \ud1b5\ud574 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc758 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   1550nm DFB \ub808\uc774\uc800\ub97c \ud65c\uc6a9\ud55c FTTH \ub124\ud2b8\uc6cc\ud06c\uc758 \ube60\ub978 \uad6c\ucd95 (CAGR \uc601\ud5a5: +1.5%): 2025\ub144 \uc804 \uc138\uacc4 FTTH(Fiber-to-the-Home) \ud68c\uc120\uc740 6\uc5b5 8\ucc9c\ub9cc \uac1c\ub97c \ub118\uc5b4\uc130\uc73c\uba70, \uc911\uad6d\uc774 \uae30\uac00\ube44\ud2b8 \uc758\ubb34\ud654 \uc815\ucc45\uc5d0 \ub530\ub77c \uc21c\uc99d\uac00\uc758 58%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 1550\ub098\ub178\ubbf8\ud130 \ubd84\uc0b0 \ud53c\ub4dc\ubc31(DFB) \ub808\uc774\uc800\ub294 \uc0c9 \ubd84\uc0b0\uc744 \ucd5c\uc18c\ud654\ud558\uc5ec 1:128 \ubd84\ud560 \ube44\uc728\uc744 \uc9c0\uc6d0\ud558\ub294 40\ud0ac\ub85c\ubbf8\ud130 \uc218\ub3d9 \uad11\ud559 \ub9c1\ud06c\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. MACOM\uc740 2025\ub144 25\uae30\uac00\ube44\ud2b8 \uc778\ub4d0-\uc778 DFB\ub97c \ucd9c\uc2dc\ud558\uc5ec \ubaa8\ub4c8 \ud06c\uae30\ub97c 40% \uc904\uc774\uace0 \uc804\ub825 \uc608\uc0b0\uc744 \ub0ae\ucdc4\uc2b5\ub2c8\ub2e4. OpenLight\uc758 1.6\ud14c\ub77c\ube44\ud2b8 DR8 \ud2b8\ub79c\uc2dc\ubc84\ub294 2027\ub144\uae4c\uc9c0 1550\ub098\ub178\ubbf8\ud130 \ub808\uc778\uc774 AI \ud074\ub7ec\uc2a4\ud130 \ub0b4\ubd80\ub85c \uc774\ub3d9\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<br \/>\n*   905nm \ud384\uc2a4 \ub808\uc774\uc800\ub97c \ucc44\ud0dd\ud558\ub294 \uc790\ub3d9\ucc28 LiDAR \ud504\ub85c\uadf8\ub7a8 (CAGR \uc601\ud5a5: +2.1%): 2025\ub144 \uc790\ub3d9\ucc28 LiDAR \ucd9c\ud558\ub7c9\uc740 905\ub098\ub178\ubbf8\ud130 \ubc29\ucd9c\uae30\uc5d0 \uc9d1\uc911\ub418\uc5c8\ub294\ub370, \uc774\ub294 \uc2e4\ub9ac\ucf58 APD\uac00 1550\ub098\ub178\ubbf8\ud130 InGaAs \uac80\ucd9c\uae30\ubcf4\ub2e4 \ub192\uc740 \uc591\uc790 \ud6a8\uc728\uc744 \uc81c\uacf5\ud558\uc5ec \uc7a5\uce58 \ube44\uc6a9\uc744 \uc57d 35% \uc808\uac10\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. Coherent\ub294 \uc6c0\uc9c1\uc774\ub294 \ubd80\ud488\uc774 \uc5c6\ub294 \ud50c\ub798\uc2dc LiDAR \uc544\ud0a4\ud14d\ucc98\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 400\uc640\ud2b8 VCSEL \uc5b4\ub808\uc774\ub97c \uacf5\uae09\ud558\uc5ec 200\ubbf8\ud130 \ubcf4\ud589\uc790 \uac10\uc9c0 \ubc0f Euro NCAP 2026 \ube44\uc0c1 \uc81c\ub3d9 \uae30\uc900\uc744 \ucda9\uc871\ud588\uc2b5\ub2c8\ub2e4. Excelitas\ub294 \ub4dc\ub77c\uc774\ubc84\uc640 \uc5f4 \uc13c\uc11c\ub97c \ud1b5\ud569\ud55c 12\uc138\uc81c\uacf1\uc13c\ud2f0\ubbf8\ud130 \ubaa8\ub4c8\uc744 \ucd9c\uc2dc\ud558\uc5ec \uc0ac\uac01\uc9c0\ub300 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc704\ud55c \uc0ac\uc774\ub4dc \ubbf8\ub7ec \ubc30\uce58 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. 2028\ub144\uae4c\uc9c0 \uc720\ub7fd\uacfc \uc911\uad6d\uc758 \ub808\ubca8 3 \uc790\uc728\uc8fc\ud589 \uaddc\uc81c \uc218\ub834\uc740 \uc7a5\uae30\uc801\uc778 \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n*   \uae08\uc18d \uc801\uce35 \uc81c\uc870\uc5d0\uc11c \uace0\ucd9c\ub825 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800 \uc0ac\uc6a9 \uc99d\uac00 (CAGR \uc601\ud5a5: +1.3%): 2025\ub144 \uae08\uc18d \uc801\uce35 \uc81c\uc870 \uc2dc\uc2a4\ud15c \ucd9c\ud558\ub7c9\uc740 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uc758\ub8cc \uc784\ud50c\ub780\ud2b8 \uc81c\uc870\uc5c5\uccb4\uac00 \ub808\uc774\uc800 \ud30c\uc6b0\ub354 \ubca0\ub4dc \ud4e8\uc804(LPBF)\uc744 \ucc44\ud0dd\ud558\uba74\uc11c 22% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. TRUMPF\uc758 TruDiode \uc2a4\ud0dd\uc740 \ucd5c\ub300 6\ud0ac\ub85c\uc640\ud2b8\ub97c \uc81c\uacf5\ud558\uc5ec EOS\uac00 \ube4c\ub4dc \uc18d\ub3c4\ub97c \uc2dc\uac04\ub2f9 110\uc138\uc81c\uacf1\uc13c\ud2f0\ubbf8\ud130\ub85c \ub192\uc5ec 2023\ub144 \ub300\ube44 \ud2f0\ud0c0\ub284 \ubd80\ud488 \ube44\uc6a9\uc744 25% \uc808\uac10\ud588\uc2b5\ub2c8\ub2e4. IPG Photonics\ub294 \ubc30\ud130\ub9ac \ud329 \uc6a9\uc811\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ud30c\uc774\ubc84 \ub808\uc774\uc800\uc758 \ud38c\ud504 \uc18c\uc2a4\uc640 \uad00\ub828\ub41c 2024\ub144 3\ubd84\uae30 \ub2e4\uc774\uc624\ub4dc \ub9e4\ucd9c 8,900\ub9cc \ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\uc774\uc544\ubaac\ub4dc \uc5f4 \ud655\uc0b0\uae30\ub294 \uc811\ud569 \uc628\ub3c4\ub97c 18\ub3c4 \ub0ae\ucdb0 \ub2e4\uc774\uc624\ub4dc \uc218\uba85\uc744 25,000\uc2dc\uac04\uc73c\ub85c \uc5f0\uc7a5\ud558\uba70 \uace0\ucd9c\ub825 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc758 \uc2e0\ub8b0\ub3c4\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub2e4\uc774\uc624\ub4dc \ud38c\ud504 \ubaa8\ub4c8\uc744 \ud65c\uc6a9\ud55c \uc9c0\ud5a5\uc131 \uc5d0\ub108\uc9c0 \ubb34\uae30(DEW)\uc5d0 \ub300\ud55c \uad6d\ubc29 \uc608\uc0b0 \uae09\uc99d (CAGR \uc601\ud5a5: +1.2%)<br \/>\n*   \uccad\ub85d\uc0c9 GaN \ub808\uc774\uc800\ub97c \ud1b5\ud569\ud55c \uc758\ub8cc \ubbf8\uc6a9 \uae30\uae30\uc758 \uc18c\ud615\ud654 (CAGR \uc601\ud5a5: +0.9%)<\/p>\n<p>3.2. \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   20W \uc774\uc0c1 \uc5f0\uc18d\ud30c \uc2a4\ucf00\uc77c\ub9c1\uc744 \uc81c\ud55c\ud558\ub294 \uc5f4 \uad00\ub9ac \ubb38\uc81c (CAGR \uc601\ud5a5: -0.8%): \uc5f0\uc18d \ucd9c\ub825\uc774 20\uc640\ud2b8\ub97c \ucd08\uacfc\ud558\uba74 \uc811\ud569 \uc628\ub3c4\uac00 85\ub3c4 \uc774\uc0c1\uc73c\ub85c \uc0c1\uc2b9\ud558\uc5ec 10\ub3c4 \uc0c1\uc2b9\ub2f9 \uce90\ub9ac\uc5b4 \uc7ac\uacb0\ud569 \ud6a8\uc728\uc774 12% \uac10\uc18c\ud558\uace0 \uc218\uba85\uc774 \ub2e8\ucd95\ub429\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\ucc44\ub110 \ucfe8\ub7ec\ub294 \ubaa8\ub4c8\ub2f9 45\ub2ec\ub7ec\ub97c \ucd94\uac00\ud558\uace0 \ud38c\ud551\uc5d0 15\uc640\ud2b8\ub97c \uc18c\ube44\ud558\uc5ec \ub7a8\ud504 \ud38c\ud504 \uace0\uccb4 \ub808\uc774\uc800\uc5d0 \ub300\ud55c \ud6a8\uc728 \uc6b0\uc704\ub97c \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4. \ud569\uc131 \ub2e4\uc774\uc544\ubaac\ub4dc \ud50c\ub808\uc774\ud2b8\ub294 5\ubc30 \ub354 \ub192\uc740 \uc5f4\uc804\ub3c4\uc728\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc \uc81c\uacf1\uc13c\ud2f0\ubbf8\ud130\ub2f9 12\ub2ec\ub7ec\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ubd99\uc2b5\ub2c8\ub2e4. 2025\ub144 IEEE \uc5f0\uad6c\uc6d0\ub4e4\uc740 \ud384\uc2a4 \uc791\ub3d9 \uc911 \uacfc\ub3c4\ud55c \uc5f4\uc744 \ud761\uc218\ud558\ub294 \uac08\ub968-\uc778 \uc0c1\ubcc0\ud654 \uc0bd\uc785\ubb3c\uc744 \uc81c\uc548\ud588\uc9c0\ub9cc, \ud1b5\uc2e0 \ubc00\ubd09 \ud45c\uc900\uacfc \ud638\ud658\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \ud328\ud0a4\uc9d5 \ube44\uc6a9\uc774 \ud558\ub77d\ud558\uae30 \uc804\uae4c\uc9c0\ub294 \uc774\ub7ec\ud55c \uc81c\uc57d\uc774 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc758 \uace0\ucd9c\ub825 \ub85c\ub4dc\ub9f5 \uc0c1\ub2e8\uc744 \uc81c\ud55c\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uac08\ub968 \ubc0f \uc778\ub4d0\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc758\uc874\uc131\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131 (CAGR \uc601\ud5a5: -1.1%): 2023\ub144 \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\ub294 2024\ub144 \uac08\ub968 \ud604\ubb3c \uac00\uaca9\uc744 \ud0ac\ub85c\uadf8\ub7a8\ub2f9 400\ub2ec\ub7ec\ub85c \uae09\ub4f1\uc2dc\ucf30\uc73c\uba70, \uc774\ub294 2022\ub144 \ud3c9\uade0 \ub300\ube44 180% \uc0c1\uc2b9\ud55c \uc218\uce58\uc785\ub2c8\ub2e4. \uc778\ub4d0\uc740 \uc804 \uc138\uacc4 1\ucc28 \uacf5\uae09\ub7c9 950\ud1a4 \uc911 58%\uac00 \uc911\uad6d\uc5d0\uc11c \uc870\ub2ec\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c \ud0ac\ub85c\uadf8\ub7a8\ub2f9 300~350\ub2ec\ub7ec\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. Nichia\ub294 2025\ub144 450\ub098\ub178\ubbf8\ud130 \uccad\uc0c9 \ub808\uc774\uc800\uc758 \ud65c\uc131 \uc601\uc5ed \ub450\uaed8\ub97c 20% \uc904\uc5ec \uc591\uc790 \ud6a8\uc728 \uc190\uc2e4 \uc5c6\uc774 \uc6e8\uc774\ud37c\ub2f9 \uc778\ub4d0 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc600\uc2b5\ub2c8\ub2e4. Sumitomo Electric\uc758 \uac08\ub968 \ud68c\uc218 \ud504\ub85c\uadf8\ub7a8\uc740 \ud3d0\uae30\ub41c \ud1b5\uc2e0 \ubaa8\ub4c8\uc5d0\uc11c 72%\uc758 \uae08\uc18d\uc744 \ud68c\uc218\ud558\uc5ec 2025\ub144 \uc911\ubc18\uae4c\uc9c0 \ub0b4\ubd80 \uc218\uc694\uc758 8%\ub97c \ucda9\uc871\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc815\uc81c \uc2dc\uc124\uc758 \uc9c0\ub9ac\uc801 \ub2e4\uac01\ud654\uac00 \uac00\uc18d\ud654\ub418\uae30 \uc804\uae4c\uc9c0\ub294 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5 \uc804\ubc18\uc758 \uc6b4\uc804\uc790\ubcf8 \ubc0f \ub9c8\uc9c4 \uc555\ub825\uc744 \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd\uc5d0\uc11c \uc18c\ube44\uc790\uc6a9 \uc804\ub825\uc744 \uc81c\ud55c\ud558\ub294 \ub208 \ub178\ucd9c \uc548\uc804 \uaddc\uc81c (CAGR \uc601\ud5a5: -0.6%)<br \/>\n*   GaN-on-\uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc81c\uc870\uc758 \uc218\uc728 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ube14\ub8e8\ub808\uc774 \ub808\uc774\uc800 \ube44\uc6a9 \uc0c1\uc2b9 (CAGR \uc601\ud5a5: -0.7%)<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc720\ud615\ubcc4: \uc5d0\uc9c0 \ubc29\ucd9c\ud615 \uc7a5\uce58\ub294 \uc7a5\uac70\ub9ac \ub9c1\ud06c\ub97c \uc704\ud55c \ud0c1\uc6d4\ud55c \ub2e8\uc77c \ubaa8\ub4dc \uacb0\ud569 \ud6a8\uc728\ub85c 2025\ub144 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc758 46.13%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. VCSEL \uc5b4\ub808\uc774\ub294 \uc6e8\uc774\ud37c \uc218\uc900 \ud14c\uc2a4\ud2b8 \uc18d\ub3c4\uac00 \uc2dc\uac04\ub2f9 12,000\uac1c \ub2e4\uc774\uc5d0 \ub2ec\ud558\uc5ec \uc808\ub2e8\uba74 \uc5d0\uc9c0 \ubc29\ucd9c\ud615\uc744 \ud6e8\uc52c \ub2a5\uac00\ud558\ub294 \uc18d\ub3c4\ub85c 2031\ub144\uae4c\uc9c0 10.98% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \ub808\uc774\uc800\ub294 \uc911\uc801\uc678\uc120 \uc13c\uc2f1\uc5d0\uc11c \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uc720\uc9c0\ud558\uba70, \ud328\ube0c\ub9ac-\ud398\ub85c \ub2e4\uc774\uc624\ub4dc\ub294 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ub2e8\uac70\ub9ac \ub124\ud2b8\uc6cc\ud06c\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc7a5\ubcc4: 700~1600\ub098\ub178\ubbf8\ud130\uc758 \uc801\uc678\uc120 \uc18c\uc2a4\ub294 \ud1b5\uc2e0, \uc0b0\uc5c5 \uc13c\uc2f1 \ubc0f \ud30c\uc774\ubc84 \ub808\uc774\uc800 \ud38c\ud551\uc5d0\uc11c\uc758 \uc5ed\ud560\ub85c 2025\ub144 \ub9e4\ucd9c\uc758 49.21%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 400~500\ub098\ub178\ubbf8\ud130\uc758 \uccad\uc0c9 \ub2e4\uc774\uc624\ub4dc\ub294 \ub808\uc774\uc800-\ud615\uad11\uccb4 \ud504\ub85c\uc81d\ud130\uac00 3\uc640\ud2b8 \uce69\uc5d0\uc11c 4,000\ub8e8\uba58\uc744 \uc81c\uacf5\ud558\uc5ec \ub514\uc2a4\ud50c\ub808\uc774 \ubc0f \uc790\ub3d9\ucc28 \ud5e4\ub4dc\uc5c5 \uc2dc\uc2a4\ud15c\uc758 \uc218\uc740 \ub7a8\ud504\ub97c \ub300\uccb4\ud568\uc5d0 \ub530\ub77c 11.82%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd9c\ub825 \uc804\ub825\ubcc4: 1\uc640\ud2b8 \ubbf8\ub9cc\uc758 \uc800\ucd9c\ub825 \uc7a5\uce58\ub294 \uc8fc\ubcc0 \uc7a5\uce58 \ubc0f \uc18c\ube44\uc790 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc0ac\uc6a9\ub418\uc5b4 2025\ub144 \ub2e8\uc704 \ucd9c\ud558\ub7c9\uc758 41.47%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 10\uc640\ud2b8 \uc774\uc0c1\uc758 \uace0\ucd9c\ub825 \ubaa8\ub4c8\uc740 \ud0ac\ub85c\uc640\ud2b8\uae09 \uc2a4\ud0dd\uc5d0 \uc758\uc874\ud558\ub294 \uc6a9\uc811, \uc808\ub2e8 \ubc0f \uc801\uce35 \uc81c\uc870 \ub77c\uc778\uc5d0 \ud798\uc785\uc5b4 12.69%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc791\ub3d9 \ubaa8\ub4dc\ubcc4: \uc5f0\uc18d\ud30c \uc791\ub3d9\uc740 \ub370\uc774\ud130 \ud1b5\uc2e0 \ubc0f \uc758\ub8cc \ubd80\ubb38\uc5d0\uc11c \uafb8\uc900\ud55c \ucd9c\ub825\uc744 \uc120\ud638\ud558\uc5ec 2025\ub144 63.71%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud384\uc2a4\ud615 \ub808\uc774\uc800\ub294 \ub098\ub178\ucd08 \ud0c0\uc774\ubc0d \uc815\ud655\ub3c4\ub97c \uc694\uad6c\ud558\ub294 LiDAR \ubc0f \ub808\uc774\uc800 \uc720\ub3c4 \ud50c\ub77c\uc988\ub9c8 \ubd84\uad11\ubc95(LIBS)\uc5d0 \ud798\uc785\uc5b4 11.32% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uad6c\uc131\ubcc4: TO-CAN \ub514\uc790\uc778\uc740 \ud1b5\uc2e0 \ub4f1\uae09\uc758 \ubc00\ubd09\uc131\uacfc \uc785\uc99d\ub41c \ud604\uc7a5 \uc218\uba85 \ub355\ubd84\uc5d0 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 31.27%\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 \ubaa8\ub4c8\uc740 \uace0\uac1d\uc774 \ub4dc\ub77c\uc774\ubc84, \uc11c\ubbf8\uc2a4\ud130 \ubc0f \ud30c\uc774\ubc84 \ud53c\uadf8\ud14c\uc77c\uc744 \ubb36\ub294 \ud134\ud0a4 \ud558\uc6b0\uc9d5\uc744 \uc120\ud638\ud568\uc5d0 \ub530\ub77c 10.23% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0\uc740 400\uae30\uac00\ube44\ud2b8 \ubc0f 800\uae30\uac00\ube44\ud2b8 \ud2b8\ub79c\uc2dc\ubc84 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 39.18%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uc720\ub7fd\uacfc \uc911\uad6d\uc758 \ub808\ubca8 3 \uc790\uc728\uc8fc\ud589 \uaddc\uc81c\uac00 2028\ub144\uae4c\uc9c0 \uc2e0\ucc28\uc5d0 \uace0\uccb4 LiDAR\ub97c \uc758\ubb34\ud654\ud568\uc5d0 \ub530\ub77c 13.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc77c\ubcf8\uc758 \ud1b5\ud569 \uacf5\uae09\ub9dd\uacfc \uc911\uad6d\uc758 470\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ubc18\ub3c4\uccb4 \ubd80\uc591\ucc45\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 53.61%\ub97c \ucc3d\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc740 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f 5G \ubc31\ud640\uc6a9\uc73c\ub85c 9,200\ub9cc \uac1c\uc758 \ub2e4\uc774\uc624\ub4dc\ub97c \uc18c\ube44\ud558\uba70 \uc774 \uc9c0\uc5ed\uc758 \uc18c\ube44\uc790 \ubc0f \uc778\ud504\ub77c \uc218\uc694\uc758 \uade0\ud615 \uc7a1\ud78c \uc870\ud569\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8\ub294 \uad6d\ubc29 \uc608\uc0b0 \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc870\ub2ec\uc5d0 \ud798\uc785\uc5b4 \ub9e4\ucd9c\uc758 \uc57d 22%\ub97c \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. Lumentum\uc740 CHIPS Act \uad6d\ub0b4 \ucf58\ud150\uce20 \uae30\uc900\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 2025\ub144 8\uc6d4 \uce98\ub9ac\ud3ec\ub2c8\uc544 \ud074\ub9b0\ub8f8\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc740 18%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \ub3c5\uc77c \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub294 180\ub9cc \ub300\uc758 \ucc28\ub7c9\uc5d0 LiDAR\ub97c \ud1b5\ud569\ud558\uace0 \uc601\uad6d \uad6d\ubbfc \ubcf4\uac74 \uc11c\ube44\uc2a4(NHS)\ub294 420\uac1c \ubcd1\uc6d0\uc5d0\uc11c \ub808\uc774\uc800 \uae30\ubc18 \uc9c4\ub2e8 \uc2dc\uc2a4\ud15c\uc744 \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>12.46%\uc758 CAGR\uc774 \uc608\uc0c1\ub418\ub294 \uc911\ub3d9\uc740 \uc0ac\uc6b0\ub514 \ube44\uc804 2030\uc758 \ud30c\uc774\ubc84 \ubc31\ubcf8\uacfc 2029\ub144\uae4c\uc9c0 \uc6d4 15\uc5d1\uc0ac\ubc14\uc774\ud2b8\uc758 \uad6d\uacbd \uac04 \ud2b8\ub798\ud53d\uc744 \uc720\ub3c4\ud560 UAE \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub7ec\uc2a4\ud130\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a8\ubbf8\uc640 \uc544\ud504\ub9ac\uce74\ub294 \uc544\uc9c1 \uc2e0\ud765 \uc2dc\uc7a5\uc774\uc9c0\ub9cc, \ube0c\ub77c\uc9c8\uc758 \uad6d\uac00 \uad11\ub300\uc5ed \uacc4\ud68d\uacfc \ucf00\ub0d0\uc758 \ud30c\uc774\ubc84 \ubc31\ud640 \ud504\ub85c\uc81d\ud2b8\ub294 \ud604\uc9c0 \ud45c\uc900\uc5d0 \ub9de\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc810\uc9c4\uc801\uc778 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uc778 Coherent, Lumentum, TRUMPF, ams OSRAM, IPG Photonics\ub294 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 38%\ub97c \ucc28\uc9c0\ud558\uba70 \uc911\uac04 \uc815\ub3c4\uc758 \uc2dc\uc7a5 \ubd84\ud560\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uac08\ub968-\uc778\ub4d0 \ubcc0\ub3d9\uc131\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 \uc5d0\ud53c\ud0dd\uc2dc\ub97c \ud655\ubcf4\ud558\ub294 \uc218\uc9c1 \ud1b5\ud569 \uc804\ub7b5\uc744 \uc9c0\ubc30\uc801\uc73c\ub85c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. nLIGHT\uc758 \uc6cc\uc2f1\ud134\uc8fc 2,200\ub9cc \ub2ec\ub7ec \uaddc\ubaa8 \ubc18\uc751\uae30 \ud655\uc7a5\uc740 \uc6e8\uc774\ud37c \ub9ac\ub4dc \ud0c0\uc784\uc744 9\uc8fc\ub85c \ub2e8\ucd95\ud55c \uc0ac\ub840\uc785\ub2c8\ub2e4.<\/p>\n<p>\ub9c8\uc774\ud06c\ub85c\ucc44\ub110 \ub0c9\uac01 \ubc0f \ube54 \uacb0\ud569 \ubd84\uc57c\uc758 \ud2b9\ud5c8 \ud65c\ub3d9\uc740 \ucc28\ubcc4\ud654\ub97c \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4. Coherent\ub294 2024-2025\ub144\uc5d0 \uc811\ud569 \uc628\ub3c4\ub97c 18\ub3c4 \ub0ae\ucd94\ub294 \ucfe8\ub7ec \ub514\uc790\uc778\uc744 \ub2e4\ub8e8\ub294 14\uac1c\uc758 \ubbf8\uad6d \ud2b9\ud5c8\ub97c \ucd9c\uc6d0\ud558\uc5ec \uc678\ubd80 \ub0c9\uac01 \uc7a5\uce58 \uc5c6\uc774 50\uc640\ud2b8 \uc774\uc0c1\uc758 \uc5f0\uc18d\ud30c \ucd9c\ub825\uc744 \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. Thorlabs\uc640 \uac19\uc740 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc73c\uba70, Excelitas\ub294 \ubaa8\ub4c8 \ud1b5\ud569\uc744 \ud1b5\ud574 \uc790\ub3d9\ucc28 \uace0\uac1d\uc758 \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc744 5\uac1c\uc6d4 \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. ISO \ube54 \ud488\uc9c8 \ubc0f IEC \uc548\uc804 \uc778\uc99d\uc740 \ud14c\uc2a4\ud2b8\uc5d0 9~12\uac1c\uc6d4\uacfc \uc81c\ud488 \ub77c\uc778\ub2f9 45,000\ub2ec\ub7ec\uac00 \uc18c\uc694\ub418\uc5b4 \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud558\uc9c0\ub9cc, \uac74\uac15\ud55c \ud601\uc2e0 \uc8fc\uae30\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   Coherent Corp.<br \/>\n*   Lumentum Holdings Inc.<br \/>\n*   Nichia Corporation<br \/>\n*   TRUMPF SE + Co KG<br \/>\n*   OSRAM Opto Semiconductors GmbH<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2026\ub144 1\uc6d4: Coherent\ub294 100,000\uc2dc\uac04 MTBF(\ud3c9\uade0 \uace0\uc7a5 \uac04\uaca9)\ub85c 50\uc640\ud2b8 \uc5f0\uc18d \ucd9c\ub825\uc744 \uc720\uc9c0\ud558\ub294 \ub9c8\uc774\ud06c\ub85c\ucc44\ub110 \ub0c9\uac01 \uae30\ub2a5\uc744 \uac16\ucd98 793\ub098\ub178\ubbf8\ud130 \ud38c\ud504 \ubaa8\ub4c8\uc758 \ub300\ub7c9 \ucd9c\ud558\ub97c \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Lumentum\uc740 CHIPS Act \uad6d\ub0b4 \ucf58\ud150\uce20 \uaddc\uc815\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 1\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubbf8\uad6d \ud074\ub9b0\ub8f8 \ud655\uc7a5 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 8\uc6d4: nLIGHT\ub294 \uc6cc\uc2f1\ud134\uc8fc\uc5d0\uc11c 2,200\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc5d0\ud53c\ud0dd\uc2dc \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc644\ub8cc\ud558\uc5ec \uc778\ub4d0-\uc778 \uc6e8\uc774\ud37c\uc6a9 MOCVD \uc2dc\uc2a4\ud15c 3\uac1c\ub97c \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: Excelitas\ub294 \ub4dc\ub77c\uc774\ubc84\uc640 \uc5f4 \uad00\ub9ac\ub97c 12\uc138\uc81c\uacf1\uc13c\ud2f0\ubbf8\ud130 \ud558\uc6b0\uc9d5\uc5d0 \ud1b5\ud569\ud55c \uc18c\ud615 905\ub098\ub178\ubbf8\ud130 LiDAR \ub808\uc774\uc800\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc790\uc678\uc120\ubd80\ud130 \uadfc\uc801\uc678\uc120 \uc2a4\ud399\ud2b8\ub7fc\uae4c\uc9c0 \uc77c\uad00\ub41c \ubc29\uc0ac\uc120\uc744 \uc0dd\uc131\ud558\ub294 \ubc18\ub3c4\uccb4 \uc811\ud569 \uc7a5\uce58\uc778 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc5f0\uad6c \ubc94\uc704\ub294 \uc5d0\uc9c0 \ubc29\ucd9c\ud615, VCSEL, DFB, Fabry-Perot, \uc591\uc790 \uce90\uc2a4\ucf00\uc774\ub4dc \uc720\ud615\uc744 \ud3ec\ud568\ud558\uba70, \ubca0\uc5b4 \ub2e4\uc774, \ubc00\ubd09 \ud328\ud0a4\uc9c0 \uce69 \ub610\ub294 \uc18c\ud615 \uc11c\ube0c \ubaa8\ub4c8 \ud615\ud0dc\ub85c \uacf5\uae09\ub418\ub294 \uc81c\ud488\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uac00\uc2a4, \uace0\uccb4, \uad11\uc12c\uc720, \uc720\uae30 \ub808\uc774\uc800 \ubc0f \uc7ac\ud65c\uc6a9 \uc81c\ud488\uc740 \ubd84\uc11d\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \uc5f0\uad6c\ub294 1\ucc28(\uc0b0\uc5c5 \uc804\ubb38\uac00 \uc778\ud130\ubdf0) \ubc0f 2\ucc28(\uacf5\uac1c \ubc0f \uad6c\ub3c5 \ub370\uc774\ud130 \uc18c\uc2a4 \ud65c\uc6a9) \uc870\uc0ac\ub97c \ud1b5\ud574 \uc218\ud589\ub418\uc5c8\uc73c\uba70, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd\/\ud558\ud5a5\uc2dd \ubaa8\ub378\ub9c1, \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d, ARIMA \uc624\ubc84\ub808\uc774\ub97c \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \uc5c4\uaca9\ud55c \uac80\uc99d \uc808\ucc28\ub97c \uac70\uccd0 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 3D \uc13c\uc2f1 \ubc0f Face-ID \uae30\uc220 \ud655\uc0b0\uc5d0 \ub530\ub978 VCSEL \uc218\uc694 \uc99d\uac00, FTTH \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \ud655\ub300, \uc790\ub3d9\ucc28 LiDAR \ud504\ub85c\uadf8\ub7a8\uc758 905nm \ud384\uc2a4 \ub808\uc774\uc800 \ucc44\ud0dd, \uae08\uc18d \uc801\uce35 \uc81c\uc870\uc758 \uace0\ucd9c\ub825 \ub2e4\uc774\uc624\ub4dc \ub808\uc774\uc800 \ud65c\uc6a9 \uc99d\ub300, \uad6d\ubc29 \ubd84\uc57c\uc758 \uc9c0\ud5a5\uc131 \uc5d0\ub108\uc9c0 \ubb34\uae30 \ud22c\uc790, \uadf8\ub9ac\uace0 \uc758\ub8cc \ubbf8\uc6a9 \uae30\uae30\uc758 \uccad\ub85d\uc0c9 GaN \ub808\uc774\uc800 \ud1b5\ud569 \uc18c\ud615\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\uc2dc\uc7a5 \uc81c\uc57d\uc740 20W \uc774\uc0c1 \uc5f0\uc18d\ud30c \uc2a4\ucf00\uc77c\ub9c1\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c, \uac08\ub968 \ubc0f \uc778 \uacf5\uae09\ub9dd \uc758\uc874\uc131\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131, \uc720\ub7fd \ub0b4 \ub208 \ub178\ucd9c \uc548\uc804 \uaddc\uc81c, \uadf8\ub9ac\uace0 GaN-on-Silicon \uc6e8\uc774\ud37c \uc81c\uc870 \uc218\uc728 \uac00\ubcc0\uc131\uc73c\ub85c \uc778\ud55c \ube44\uc6a9 \uc0c1\uc2b9 \ub4f1\uc774 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc720\ud615, \ud30c\uc7a5, \ucd9c\ub825 \uc804\ub825, \uc791\ub3d9 \ubaa8\ub4dc, \ud328\ud0a4\uc9d5 \uad6c\uc131, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud1b5\uc2e0 \ubc0f \ub370\uc774\ud130 \ud1b5\uc2e0, \uc0b0\uc5c5 \ucc98\ub9ac \ubc0f \uc81c\uc870, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc, \uc790\ub3d9\ucc28, \uac00\uc804 \ubc0f \ub514\uc2a4\ud50c\ub808\uc774, \uad6d\ubc29 \ubc0f \ubcf4\uc548, \uc5f0\uad6c \ubc0f \ud559\uc220), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc2dc\uc7a5\uc740 2026\ub144 93.7\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 9.10%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uc131\uc7a5\ud558\uc5ec 144.8\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \uae30\uc900 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 53.61%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>VCSEL\uc740 3D \uc13c\uc2f1 \uc218\uc694\uc640 \ub0ae\uc740 \uc870\ub9bd \ube44\uc6a9 \ub355\ubd84\uc5d0 2031\ub144\uae4c\uc9c0 10.98%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc790\ub3d9\ucc28 LiDAR\uc6a9 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc \uc218\uc694\ub294 \ub808\ubca8 3 \uc790\uc728\uc8fc\ud589 \uaddc\uc81c \ub3c4\uc785\uc5d0 \ud798\uc785\uc5b4 13.12%\uc758 CAGR\ub85c \ud06c\uac8c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc6d0\uc790\uc7ac \uce21\uba74\uc5d0\uc11c\ub294 \uac08\ub968\uacfc \uc778\uc758 \uacf5\uae09 \uc9d1\uc911\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \uc8fc\uc694 \uc704\ud5d8 \uc694\uc18c\uc785\ub2c8\ub2e4. \ud328\ud0a4\uc9d5 \ubc29\uc2dd\uc5d0\uc11c\ub294 \ub4dc\ub77c\uc774\ubc84\uc640 \ub0c9\uac01 \uc7a5\uce58\ub97c \ub0b4\uc7a5\ud55c \ud1b5\ud569 \ubaa8\ub4c8 \ud328\ud0a4\uc9c0\uac00 10.23%\uc758 \uc131\uc7a5\ub960\ub85c \uc778\uae30\ub97c \uc5bb\uc73c\uba70, \uac1c\ubcc4 TO-CAN \ud558\uc6b0\uc9d5\uc744 \ub300\uccb4\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5, \uc2dc\uc7a5 \uc810\uc720\uc728, \uadf8\ub9ac\uace0 Coherent Corp., Lumentum Holdings Inc., Nichia Corporation \ub4f1 22\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\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-50537","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\/50537"}],"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=50537"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/50537\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=50537"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=50537"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=50537"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}