{"id":51313,"date":"2026-02-22T16:01:24","date_gmt":"2026-02-22T16:01:24","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/printed-circuit-board-market-mordor\/"},"modified":"2026-09-25T17:20:35","modified_gmt":"2026-09-25T08:20:35","slug":"printed-circuit-board-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/printed-circuit-board-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc778\uc1c4 \ud68c\ub85c \uae30\ud310 \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\/printed-circuit-board-market-1756216225608-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\/printed-circuit-board-market-size-image-1770825239911.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 AI \uc11c\ubc84 \ubc0f HLC\uc758 HDI \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ucc28\ub7c9\ub2f9 EV\/ADAS \uc804\uc790 \ubd80\ud488 \ud568\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 5G \uc778\ud504\ub77c \uad6c\ucd95\uc73c\ub85c \uace0\uc8fc\ud30c \ubcf4\ub4dc \uc0ac\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc18c\ube44\uc790 \uc6e8\uc5b4\ub7ec\ube14 \uc18c\ud615\ud654 \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubbf8\uad6d\/EU\uc758 \uad6d\ub0b4 \uc0dd\uc0b0 \uc7a5\ub824 \uc815\ucc45\uc73c\ub85c \uacf5\uae09\ub9dd \uc7ac\ud3b8<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc2e0\ud765 \ubc14\uc774\uc624 \uae30\ubc18 \ub77c\ubbf8\ub124\uc774\ud2b8\ub85c ESG \uc704\ud5d8 \uac10\uc18c<\/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 \uc804\uc790 \ud3d0\uae30\ubb3c \ubc95\uaddc \uac15\ud654\ub85c \ucc98\ub9ac \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub3d9\ubc15 \ubc0f \uc5d0\ud3ed\uc2dc \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \ub9c8\uc9c4 \uc555\ubc15<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucca8\ub2e8 \ubcf4\ub4dc\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c \uc7a5\ubcbd<\/li>\n<li class=\"toc-level-3\">4.3.4 HDI \ub9c8\uc774\ud06c\ub85c\ube44\uc544 \ub4dc\ub9b4\ub9c1 \uc219\ub828 \uc791\uc5c5\uc790 \ubd80\uc871<\/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\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/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 \ud45c\uc900 \ub2e4\uce35<\/li>\n<li class=\"toc-level-3\">5.1.2 \uacbd\uc131 1-2\uba74<\/li>\n<li class=\"toc-level-3\">5.1.3 \uace0\ubc00\ub3c4 \uc0c1\ud638\uc5f0\uacb0 (HDI\/\ub9c8\uc774\ud06c\ub85c\ube44\uc544)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc720\uc5f0<\/li>\n<li class=\"toc-level-3\">5.1.5 \uacbd\uc5f0\uc131<\/li>\n<li class=\"toc-level-3\">5.1.6 IC \uae30\ud310<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0 \uc81c\ud488 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\ud310 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uacbd\uc131 (FR-4, \uae08\uc18d \ucf54\uc5b4)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc720\uc5f0 \ud3f4\ub9ac\uc774\ubbf8\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.3 \uacbd\uc5f0\uc131<\/li>\n<li class=\"toc-level-3\">5.2.4 \uace0\uc18d\/\uace0\uc8fc\ud30c (PTFE, LCP)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ub77c\ubbf8\ub124\uc774\ud2b8 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 FR-4<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud3f4\ub9ac\uc774\ubbf8\ub4dc<\/li>\n<li class=\"toc-level-3\">5.3.3 CEM-3<\/li>\n<li class=\"toc-level-3\">5.3.4 PTFE \ubc0f LCP<\/li>\n<li class=\"toc-level-3\">5.3.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\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 \ubc0f EV<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \uc804\ub825<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud1b5\uc2e0 \ubc0f 5G<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc758\ub8cc \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.4.6 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.7 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 5G \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.5.2 EV \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f ADAS<\/li>\n<li class=\"toc-level-3\">5.5.3 IoT \ubc0f \uc6e8\uc5b4\ub7ec\ube14<\/li>\n<li class=\"toc-level-3\">5.5.4 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \/ \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc0b0\uc5c5\uc6a9 \ub85c\ubd07<\/li>\n<li class=\"toc-level-3\">5.5.6 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/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 \uce60\ub808<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \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 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \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 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \uc2f1\uac00\ud3ec\ub974<\/li>\n<li class=\"toc-level-4\">5.6.4.7 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.6.4.8 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.6.5.1.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.5.1.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.6.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.6.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.6.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.2.3 \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, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \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 Zhen Ding Technology Holding Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Unimicron Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.3 Tripod Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.4 TTM Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 ATandS Austria Technologie and Systemtechnik AG<\/li>\n<li class=\"toc-level-3\">6.4.6 Nippon Mektron Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 DSBJ (DongShan Precision Mfg. Co., Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.8 Flexium Interconnect Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Shennan Circuits Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 HannStar Board Corp.<\/li>\n<li class=\"toc-level-3\">6.4.11 Compeq Manufacturing Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Kinwong Electronic Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Victory Giant Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Ibiden Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Samsung Electro-Mechanics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Sumitomo Electric Printed Circuits Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Multek (Hong Kong) Limited<\/li>\n<li class=\"toc-level-3\">6.4.18 Wus Printed Circuit Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Simmtech Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 RayMing Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 Mektec Corporation<\/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>\ub2e4\uc74c\uc740 \uc81c\uacf5\ub41c &#8216;\uc2dc\uc7a5 \uac1c\uc694&#8217; \ucf58\ud150\uce20\ub97c \uc0c1\uc138\ud558\uac8c \uc694\uc57d\ud55c \ud55c\uad6d\uc5b4 \uc804\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>&#8212;<\/p>\n<p>\uc778\uc1c4\ud68c\ub85c\uae30\ud310(PCB) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\uc778\uc1c4\ud68c\ub85c\uae30\ud310(PCB) \uc2dc\uc7a5\uc740 2026\ub144 852\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, 2025\ub144 810\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 1,096\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04\uc778 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 5.17%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \uc911\uac04 \uc218\uc900\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub85c\ub294 Zhen Ding Technology Holding Ltd., Unimicron Technology Corp., Tripod Technology Corp., TTM Technologies Inc., AT&#038;S Austria Technologie and Systemtechnik AG \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>PCB \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   AI \uc11c\ubc84 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HLC)\uc758 HDI \uc218\uc694 \uae09\uc99d (+1.2% CAGR \uc601\ud5a5): \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud074\ub7ec\uc2a4\ud130\ub294 \uc2a4\ud0dd\ud615 \ub9c8\uc774\ud06c\ub85c\ube44\uc544, \ubbf8\uc138 \uc120\ud3ed, \ub0ae\uc740 CTE(\uc5f4\ud33d\ucc3d \uacc4\uc218) \uc720\ub9ac \ubcf4\uac15\uc7ac\ub97c \uac16\ucd98 \ub2e4\uce35 HDI(\uace0\ubc00\ub3c4 \uc0c1\ud638\uc5f0\uacb0) \ubcf4\ub4dc\ub97c \uc694\uad6c\ud558\uba70 PCB \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub300\ub9cc \uae30\ubc18 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 AI \uc11c\ubc84 \uc8fc\ubb38\uc774 \ub9e4\ucd9c\uc758 30% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, 2026\ub144\uc5d0\ub294 40%\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub0ae\uc740 CTE \uc720\ub9ac\uc12c\uc720 \uacf5\uae09 \ubd80\uc871\uc740 2026\ub144\uae4c\uc9c0 CoWoS\uc640 \uac19\uc740 \uace0\uae09 \ud328\ud0a4\uc9d5 \ubc29\uc2dd\uc744 \uc81c\uc57d\ud558\uace0 \uc788\uc73c\uba70, \uc774\uc5d0 \ub530\ub77c \uc8fc\uc694 \uc81c\uc870\uc0ac\ub4e4\uc740 UV \ub808\uc774\uc800 \uc9c1\uc811 \uc774\ubbf8\uc9d5 \ub77c\uc778\uacfc Class-10,000 \ud074\ub9b0\ub8f8 \ud655\uc7a5\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\uae30\ucc28(EV) \ubc0f \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS)\uc758 \uc804\uc790 \ubd80\ud488 \ucf58\ud150\uce20 \uc99d\uac00 (+0.9% CAGR \uc601\ud5a5): \uc804\uae30\ucc28\uc758 BOM(\uc790\uc7ac \uba85\uc138\uc11c)\uc5d0\uc11c \uc804\uc790 \ubd80\ud488\uc774 \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 \uae30\uc874 \ub0b4\uc5f0\uae30\uad00 \ucc28\ub7c9\uc758 30% \ubbf8\ub9cc\uc5d0\uc11c 75%\ub85c \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uad00\ub9ac \ubcf4\ub4dc\ub294 \uc2e4\uc2dc\uac04\uc73c\ub85c \uc804\uc555, \uc804\ub958, \uc140 \uc628\ub3c4\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uba70, ADAS \uc804\ub825 \ub808\uc77c\uc740 \ub0ae\uc740 EMI(\uc804\uc790\uae30 \uac04\uc12d)\ub85c 10-15A\ub97c \uacf5\uae09\ud574\uc57c \ud569\ub2c8\ub2e4. IPC-6012EA \uc2e0\ub8b0\uc131 \uae30\uc900\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uace0Tg \uc218\uc9c0, \uc5f4 \ud655\uc0b0\uc744 \uc704\ud55c \uad6c\ub9ac \ud3c9\uba74, \uc9c4\ub3d9 \ubc29\uc9c0 \uc194\ub354 \uc870\uc778\ud2b8 \ub4f1\uc774 \uc694\uad6c\ub429\ub2c8\ub2e4.<br \/>\n*   5G \uc778\ud504\ub77c \uad6c\ucd95\uc5d0 \ub530\ub978 \uace0\uc8fc\ud30c \ubcf4\ub4dc \uc0ac\uc6a9 \uc99d\uac00 (+0.8% CAGR \uc601\ud5a5): \ucd5c\ub300 77GHz\uc5d0\uc11c \uc791\ub3d9\ud558\ub294 \ubc00\ub9ac\ubbf8\ud130\ud30c(mmWave) \ubb34\uc120 \ud1b5\uc2e0\uc740 \uc720\uc804\uc728\uc774 \uc57d 3.0\uc774\uace0 \uc190\uc2e4 \ud0c4\uc820\ud2b8\uac00 0.002 \ubbf8\ub9cc\uc778 PTFE \ub610\ub294 LCP \ub77c\ubbf8\ub124\uc774\ud2b8\ub97c \ud544\uc218\uc801\uc73c\ub85c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc7ac\ub8cc \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\ub7ec\ud55c \uc8fc\ud30c\uc218\uc5d0\uc11c \uc0bd\uc785 \uc190\uc2e4\uc744 \uc5b5\uc81c\ud558\uae30 \uc704\ud574 \uc800\ud504\ub85c\ud30c\uc77c \uad6c\ub9ac \ud3ec\uc77c\uacfc \ub9e4\ub044\ub7ec\uc6b4 \uc720\ub9ac \uc9c1\ubb3c\uc744 \ucd9c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\ube44\uc790 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \uc18c\ud615\ud654 \ucd94\uc9c4 (+0.6% CAGR \uc601\ud5a5): \uc2a4\ub9c8\ud2b8\uc6cc\uce58, \uc774\uc5b4\ubc84\ub4dc, \uac74\uac15 \ubaa8\ub2c8\ud130 \uc81c\ud488\uc5d0\ub294 \ucd08\ubbf8\uc138 HDI, \ud50c\ub809\uc2dc\ube14, \ub9ac\uc9c0\ub4dc-\ud50c\ub809\uc2a4 \uad6c\uc870\uac00 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\ube44\uc544 \uc9c1\uacbd\uc740 75\u00b5m \ubbf8\ub9cc\uc73c\ub85c, \ub3c4\uccb4 \uc120\ud3ed\uc740 50\u00b5m \ubbf8\ub9cc\uc73c\ub85c \ucd95\uc18c\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud3f4\ub9ac\uc774\ubbf8\ub4dc \uae30\ubc18 \ud50c\ub809\uc2a4 \ucf54\uc5b4\ub294 \uc57d 3.5\uc758 \uc720\uc804\uc728\uc744 \uc81c\uacf5\ud558\uba70 \ubc18\ubcf5\uc801\uc778 \uad7d\ud798 \uc8fc\uae30\ub97c \uacac\ub51c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d\/\uc720\ub7fd\uc758 \ub9ac\uc1fc\uc5b4\ub9c1 \uc778\uc13c\ud2f0\ube0c\ub97c \ud1b5\ud55c \uacf5\uae09\ub9dd \uc7ac\ud3b8 (+0.5% CAGR \uc601\ud5a5): \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc0dd\uc0b0 \uc2dc\uc124\uc744 \uad6d\ub0b4\ub85c \ub2e4\uc2dc \uac00\uc838\uc624\ub294 \ub9ac\uc1fc\uc5b4\ub9c1 \uc815\ucc45\uc774 \uac15\ud654\ub418\uba74\uc11c \uc9c0\uc5ed \ub0b4 \uc0dd\uc0b0 \uc5ed\ub7c9 \ud655\ub300\ub97c \uc704\ud55c \ud22c\uc790\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \ubc14\uc774\uc624 \uae30\ubc18 \ub77c\ubbf8\ub124\uc774\ud2b8\ub97c \ud1b5\ud55c ESG \uc704\ud5d8 \uac10\uc18c (+0.3% CAGR \uc601\ud5a5): \ub9ac\uadf8\ub2cc \uac15\ud654 \ub610\ub294 \uc544\ub9c8 \uc12c\uc720 \ubc14\uc774\uc624 \ub77c\ubbf8\ub124\uc774\ud2b8\uc640 \uac19\uc740 \uc2e0\uc18c\uc7ac\ub294 \ud0c4\uc18c \ubc30\ucd9c\ub7c9\uc744 65% \ub0ae\ucd94\uace0 \ud3d0\uae30\ubb3c \ubd84\ub9ac \uacfc\uc815\uc744 \ub2e8\uc21c\ud654\ud558\uc5ec ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \ubaa9\ud45c \ub2ec\uc131\uc5d0 \uae30\uc5ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>PCB \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\uc790 \ud3d0\uae30\ubb3c(E-waste) \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud55c \ucc98\ub9ac \ube44\uc6a9 \uc99d\uac00 (-0.8% CAGR \uc601\ud5a5): 2024\ub144 \uc720\ub7fd WEEE(\uc804\uae30\uc804\uc790\uc81c\ud488 \ud3d0\uae30\ubb3c) \uc9c0\uce68 \uac1c\uc815\uc73c\ub85c \uc218\uac70 \ubaa9\ud45c\uac00 \uc0c1\ud5a5\ub418\uace0 \uc0dd\uc0b0\uc790 \ucc45\uc784\uc774 \ud655\ub300\ub418\uc5b4 \ubaa8\ub4e0 \ud310\ub9e4 \ubcf4\ub4dc\uc5d0 \ub300\ud55c \uc7ac\ud65c\uc6a9 \ubb38\uc11c\ud654\uac00 \uc758\ubb34\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2025\ub144 1\uc6d4 \ubc1c\ud6a8\ub418\ub294 \ubc14\uc824 \ud611\uc57d \uac1c\uc815\uc548\uc740 \uad6d\uacbd \uac04 \uc804\uc790 \ud3d0\uae30\ubb3c \uc6b4\uc1a1\uc5d0 \ub300\ud55c \uc0ac\uc804 \uc2b9\uc778 \ud1b5\uc9c0\ub97c \uc694\uad6c\ud558\uc5ec \uc5ed\ubb3c\ub958(reverse-logistics) \uc2dc\uac04\uc744 \uc5f0\uc7a5\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uad6c\ub9ac \ud3ec\uc77c \ubc0f \uc5d0\ud3ed\uc2dc \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ub9c8\uc9c4 \uc555\ubc15 (-1.1% CAGR \uc601\ud5a5): 2025\ub144 4\uc6d4 \uad6c\ub9ac \uc120\ubb3c \uac00\uaca9\uc740 \ud30c\uc6b4\ub4dc\ub2f9 5.3740\ub2ec\ub7ec\ub97c \uae30\ub85d\ud558\uba70 4\uac1c\uc6d4 \ub9cc\uc5d0 75%\uc758 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uac19\uc740 \ubd84\uae30 \ub3d9\uc548 \ubbf8\uad6d \ub0b4 \uc5d0\ud3ed\uc2dc \uc218\uc9c0 \uac00\uaca9\uc740 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c 2.2% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uad6c\ub9ac\uc640 \uc218\uc9c0\ub294 \ub2e4\uce35 \ubcf4\ub4dc \ube44\uc6a9\uc758 45% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ubbc0\ub85c \uc774\ub7ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc740 \uacac\uc801 \ubc0f \ub9ac\ub4dc \ud0c0\uc784 \uc57d\uc18d\uc5d0 \ubd88\uc548\uc815\uc131\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ubcf4\ub4dc\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c \uc7a5\ubcbd (-0.6% CAGR \uc601\ud5a5): \ubbf8\uad6d-\uc911\uad6d \uac04\uc758 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc73c\ub85c \uc778\ud55c \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \ubc0f \uad00\ub828 \ubd80\ud488\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c\ub294 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   HDI \ub9c8\uc774\ud06c\ub85c\ube44\uc544 \ub4dc\ub9b4\ub9c1 \ubd84\uc57c\uc758 \uc219\ub828\ub41c \uc791\uc5c5\uc790 \ubd80\uc871 (-0.4% CAGR \uc601\ud5a5): \ub9c8\uc774\ud06c\ub85c\ube44\uc544 \ub4dc\ub9b4\ub9c1\uacfc \uac19\uc740 \ucca8\ub2e8 PCB \uc81c\uc870 \uacf5\uc815\uc5d0\ub294 \uace0\ub3c4\uc758 \uae30\uc220\uc774 \ud544\uc694\ud558\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc81c\uc870\uc0ac\ub4e4\uc740 \uc219\ub828\ub41c \uc791\uc5c5\uc790 \ubd80\uc871 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4:<br \/>\n    *   \ud45c\uc900 \ub2e4\uce35 \ubcf4\ub4dc: 2025\ub144 PCB \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 40.12%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0, \ub178\ud2b8\ubd81, \uc0b0\uc5c5\uc6a9 \uc81c\uc5b4 \uc7a5\uce58 \ub4f1 \ub300\ub7c9 \uc0dd\uc0b0 \uc81c\ud488\uc5d0\uc11c \ube44\uc6a9 \ud6a8\uc728\uc131\uacfc \uae30\ub2a5\uc131\uc758 \uade0\ud615\uc744 \uc704\ud574 8~12\uce35 FR-4 \ud328\ub110\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\uac00 \ub192\uc2b5\ub2c8\ub2e4.<br \/>\n    *   HDI\/\ub9c8\uc774\ud06c\ub85c\ube44\uc544 \ubcf4\ub4dc: 2031\ub144\uae4c\uc9c0 6.62%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc6b4\uc601\uc790\uc640 \uce69 \uc81c\uc870\uc5c5\uccb4\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc774 \uc2a4\ud0dd\ud615 \ub9c8\uc774\ud06c\ub85c\ube44\uc544 \ub808\uc774\uc544\uc6c3\uc73c\ub85c \uc804\ud658\ub418\uba74\uc11c HDI \uc0dd\uc0b0\ub7c9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub354 \ub9ce\uc740 \ud3ec\ud1a0 \ud234, \ubbf8\uc138 \uc194\ub354 \ub9c8\uc2a4\ud06c \uc708\ub3c4\uc6b0, 50\u00b5m \ubbf8\ub9cc\uc758 \uc815\ubc00 \ub4f1\ub85d\uc744 \uc694\uad6c\ud558\uc5ec \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n    *   \ud50c\ub809\uc2dc\ube14 \ubc0f \ub9ac\uc9c0\ub4dc-\ud50c\ub809\uc2a4 \ubcf4\ub4dc: \uac74\uac15 \ucd94\uc801\uae30 \ubc0f \ucc28\ub7c9 \ud5e4\ub4dc\uc5c5 \ub514\uc2a4\ud50c\ub808\uc774\uc640 \uac19\uc774 \uad7d\ud798 \ubc18\uacbd\uacfc \ubb34\uac8c\uac00 \uc911\uc694\ud55c \ubd84\uc57c\uc5d0\uc11c \uc810\uc720\uc728\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   IC \uae30\ud310: \uc544\uc9c0\ub178\ubaa8\ud1a0 \ube4c\ub4dc\uc5c5 \ud544\ub984(ABF)\uc744 \ubcc0\ud615 \uc5c6\uc774 \ub77c\ubbf8\ub124\uc774\ud2b8\ud560 \uc218 \uc788\ub294 \uc544\uc2dc\uc544\uc758 \uc18c\uc218 \ub77c\uc778\ub9cc\uc774 \uc874\uc7ac\ud558\uc5ec \uc5ec\uc804\ud788 \uacf5\uae09\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uae30\ud310 \uc720\ud615\ubcc4:<br \/>\n    *   \ub9ac\uc9c0\ub4dc FR-4 \ubc0f \uba54\ud0c8 \ucf54\uc5b4 \uc2a4\ud0dd: 2025\ub144 \ucd9c\ud558\ub7c9\uc758 65.11%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2a4\uc704\uce6d \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58, \uc0b0\uc5c5\uc6a9 \ub4dc\ub77c\uc774\ube0c, LED \uc870\uba85 \ub4f1\uc5d0\uc11c \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4.<br \/>\n    *   \uace0\uc18d\/\uace0\uc8fc\ud30c \uae30\ud310 (PTFE, LCP): 28GHz \ubc0f 39GHz \uc18c\ud615 \uc140 \ubb34\uc120 \ud1b5\uc2e0 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 6.05%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubd88\uc18c\uc218\uc9c0 \ucf54\uc5b4\ub294 \ubc00\ub9ac\ubbf8\ud130\ud30c \uc704\uc0c1 \ubc30\uc5f4\uc5d0 \ud544\uc218\uc801\uc778 \uc57d 3.0\uc758 \uc720\uc804\uc728\uacfc 0.002 \ubbf8\ub9cc\uc758 \uc190\uc2e4 \ud0c4\uc820\ud2b8\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud50c\ub809\uc2dc\ube14 \ud3f4\ub9ac\uc774\ubbf8\ub4dc \uae30\ud310: \uc2a4\ub9c8\ud2b8 \uc548\uacbd \ubc0f \ub77c\uc774\ub2e4 \ubaa8\ub4c8\uc5d0\uc11c \ubc30\ud130\ub9ac \ubc0f \uad11\ud559 \uc7a5\uce58 \uc8fc\ubcc0\uc5d0 \ud68c\ub85c\ub97c \uc811\uc744 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub77c\ubbf8\ub124\uc774\ud2b8 \uc7ac\ub8cc\ubcc4:<br \/>\n    *   FR-4: 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 56.02%\ub97c \ucc28\uc9c0\ud558\uba70 \uc18c\ube44\uc790 \uac00\uc804 \ubc0f \ubc31\uc0c9 \uac00\uc804\uc5d0\uc11c \uac00\uaca9\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uacbd\ud5a5\uc73c\ub85c \uc778\ud574 \uc5ec\uc804\ud788 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n    *   PTFE \ubc0f LCP \ub77c\ubbf8\ub124\uc774\ud2b8: 5G \uae30\uc9c0\uad6d, \ub808\uc774\ub354 \uc774\ubbf8\uc9d5, \uc704\uc131 \ud398\uc774\ub85c\ub4dc \ub4f1\uc774 \uc0c1\uc704 \ub9c8\uc774\ud06c\ub85c\ud30c \uc2a4\ud399\ud2b8\ub7fc\uc744 \ud65c\uc6a9\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 6.34%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   \ud3f4\ub9ac\uc774\ubbf8\ub4dc: \ub9e4\ucd9c\uc5d0\uc11c\ub294 \uc138 \ubc88\uc9f8\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, 150\u00b0C \uc774\uc0c1\uc758 \uc791\ub3d9 \uc628\ub3c4\ub97c \uc694\uad6c\ud558\ub294 \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \ubd84\uc57c(\uc608: \ucc28\ub7c9 \ud6c4\ub4dc \uc544\ub798 \uc778\ubc84\ud130, \uc720\uc804 \uc13c\uc11c, \uadf9\ucd08\uc74c\uc18d \ud56d\uacf5\uc6b0\uc8fc \ub178\ub4dc)\uc5d0\uc11c \ub450\uac01\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<br \/>\n    *   \ubc14\uc774\uc624 \ub77c\ubbf8\ub124\uc774\ud2b8: \ub9ac\uadf8\ub2cc \uac15\ud654 \ub610\ub294 \uc544\ub9c8 \uc12c\uc720 \uae30\ubc18 \ubc14\uc774\uc624 \ub77c\ubbf8\ub124\uc774\ud2b8\ub294 65% \ub0ae\uc740 \ub0b4\uc7ac \ud0c4\uc18c\uc640 \ub2e8\uc21c\ud654\ub41c \uc218\uba85 \uc8fc\uae30 \ubd84\ub9ac\ub97c \uc57d\uc18d\ud558\uba70, \uc804\uc790 \ud3d0\uae30\ubb3c \ube44\uc6a9\uc774 \ub354\uc6b1 \uac15\ud654\ub420 \uacbd\uc6b0 \uc2dc\uc7a5\uc744 \uce5c\ud658\uacbd \ub300\uc548\uc73c\ub85c \uc774\ub04c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4:<br \/>\n    *   \uc18c\ube44\uc790 \uac00\uc804: 2025\ub144 \ub9e4\ucd9c\uc758 29.74%\ub97c \ucc28\uc9c0\ud558\uba70 \ud578\ub4dc\uc14b \uad50\uccb4, OLED TV \ucd9c\uc2dc, \uc2a4\ub9c8\ud2b8 \uc2a4\ud53c\ucee4 \uc5c5\uadf8\ub808\uc774\ub4dc \ub4f1\uc5d0 \ud798\uc785\uc5b4 \uc5ec\uc804\ud788 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 \ubc0f EV: \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \ubc30\ud130\ub9ac \uad00\ub9ac \uc7a5\uce58, \uce74\uba54\ub77c \ubaa8\ub4c8\uc758 \ub808\uc774\uc5b4 \uc218\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 6.78%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc0b0\uc5c5 \uc790\ub3d9\ud654, \ud1b5\uc2e0 \uc778\ud504\ub77c, \uc7ac\uc0dd \uc5d0\ub108\uc9c0: \uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac \uac1c\uc870, \uad11\uc12c\uc720 \uc2ec\ud654, \uc778\ubc84\ud130 \uad6c\ucd95 \ub4f1\uc5d0 \ud798\uc785\uc5b4 \uc911\uac04 \ud55c \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n    *   \ud5ec\uc2a4\ucf00\uc5b4, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704: \uafb8\uc900\ud558\uc9c0\ub9cc \uc791\uc740 \uc218\uc694\ub97c \ubcf4\uc774\uba70, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704\ub294 \ub9c8\uc9c4\uc774 \ub192\uc9c0\ub9cc \ud504\ub85c\uadf8\ub7a8 \uc608\uc0b0 \ubcc0\ub3d9\uc73c\ub85c \uc608\uce21 \ubd88\uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n    *   5G \uc778\ud504\ub77c: 2025\ub144 \uc9c0\ucd9c\uc758 33.05%\ub97c \ucc28\uc9c0\ud558\uba70, \ubaa8\ub4e0 \ubc00\ub9ac\ubbf8\ud130\ud30c \ubb34\uc120 \ud1b5\uc2e0\uc740 \ub2e4\uc911 \ube54\ud3ec\ubc0d \ub808\uc774\uc5b4\uc640 \uc800\uc190\uc2e4 \uc720\uc804\uccb4\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<br \/>\n    *   EV \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f ADAS \uc194\ub8e8\uc158: 2031\ub144\uae4c\uc9c0 6.95%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uc124\uacc4\ub294 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4, \uace0\uc804\ub958 \uad6c\ub9ac \ucf54\uc778, \uc774\uc911 \uc13c\uc11c \ud53c\ub4dc\ub97c \ud1b5\ud569\ud558\uc5ec \ud3c9\uade0 \ud328\ub110 \ud310\ub9e4 \uac00\uaca9\uc744 \uc18c\ube44\uc790 \uc81c\ud488\ubcf4\ub2e4 \ud6e8\uc52c \ub192\uc785\ub2c8\ub2e4.<br \/>\n    *   IoT \uc6e8\uc5b4\ub7ec\ube14: 50\u00b5m \ubbf8\ub9cc\uc758 \ud2b8\ub808\uc774\uc2a4 \ud3ed\uacfc \ucd08\ubc15\ud615 ENIG \ub9c8\uac10\uacfc \uac19\uc740 \uae30\uc220\uc801 \ub3c4\uc57d\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n    *   \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(AI): ABF \uae30\ubc18 \uae30\ud310\uacfc HBM \ud050\ube0c\ub97c GPU \uc606\uc5d0 \ubc30\uce58\ud560 \uc218 \uc788\ub294 \uce69-\uc628-\uc6e8\uc774\ud37c-\uc628-\uae30\ud310 \uc2a4\ud0dd\uc744 \uacb0\ud569\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 PCB \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 39.74%\ub97c \ucc28\uc9c0\ud558\uba70, \ub300\ub9cc, \uc911\uad6d \uad11\ub465\uc131, \ud55c\uad6d\uc758 \ubc00\uc9d1\ub41c \uacf5\uae09\uc5c5\uccb4 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ud798\uc785\uc5b4 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ub9cc \uae30\uc5c5\ub4e4\uc740 AI \uc11c\ubc84 \ucfe0\ud3f0\uc774 2025\ub144 \ub9e4\ucd9c\uc758 30%\ub97c \ub118\uc5b4\uc130\ub2e4\uace0 \ubcf4\uace0\ud588\uc73c\uba70, 2026\ub144\uc5d0\ub294 40% \ub178\ucd9c\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ubcf8\ud1a0\ub294 \uc5ec\uc804\ud788 \ub3c5\ubcf4\uc801\uc778 \uc0dd\uc0b0 \uaddc\ubaa8\ub97c \uc790\ub791\ud558\uc9c0\ub9cc, \ubbf8\uad6d\uc758 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud574 OEM\ub4e4\uc740 &#8220;\uc911\uad6d + 1&#8221; \uc544\uc6c3\uc18c\uc2f1 \ubaa8\ub378\ub85c \uc704\ud5d8\uc744 \ubd84\uc0b0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud0dc\uad6d\uacfc \ubca0\ud2b8\ub0a8\uc740 \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc73c\uba70, \ub9d0\ub808\uc774\uc2dc\uc544\ub294 \uace0\uc8fc\ud30c \uae30\ud310\uc744 \ubaa9\ud45c\ub85c 10\ub144\uac04 \uc138\uae08 \uac10\uba74 \ud61c\ud0dd\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 20\ub144\uac04\uc758 \ud574\uc678 \uc774\uc804 \uc774\ud6c4 \uc804 \uc138\uacc4 \uc0dd\uc0b0\ub7c9\uc758 4% \ubbf8\ub9cc\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ub9ac\uc1fc\uc5b4\ub9c1 \ubc95\uc548\uc774 \uad70\uc6a9 \ub4f1\uae09 \ubcf4\ub4dc\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TTM\uc740 2025\ub144 7\uc6d4 \ub370\uc774\ud130 \uc13c\ud130 \ucef4\ud4e8\ud305 \ubc0f \ubc29\uc704 \ud56d\uacf5 \uc804\uc790 \uc7a5\uce58\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \uc704\uc2a4\ucf58\uc2e0 \ucea0\ud37c\uc2a4\ub97c \uc778\uc218\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2022\ub144 \uc810\uc720\uc728\uc774 2.3%\ub85c \ud558\ub77d\ud588\uc73c\uba70, \ub192\uc740 \uc804\uae30 \uc694\uae08\uacfc \uc218\uc9c0 \ubd80\uc871\uc73c\ub85c \ub9c8\uc9c4\uc774 \uc555\ubc15\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU \uce69\uc2a4\ubc95\uc740 33\uc5b5 \uc720\ub85c\ub97c \ud560\ub2f9\ud588\uc9c0\ub9cc, \uacf5\uc7a5 \uc5d0\ub108\uc9c0 \ubcf4\uc870\uae08\uc740 \uc5ec\uc804\ud788 \ub3d9\uc544\uc2dc\uc544\uc5d0 \ube44\ud574 \ub4a4\ucc98\uc838 \ud68c\ubcf5 \uc804\ub9dd\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \uc2dc\uc7a5: \uc778\ub3c4\ub294 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c\ub97c \uc2b9\uc778\ud558\uc5ec \uacf5\uc7a5 \uc7a5\ube44 \ube44\uc6a9\uc758 \ucd5c\ub300 50%\ub97c \ud658\uae09\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub3d9\uc758 UAE \uad6d\ubd80 \ud380\ub4dc\ub294 HDI \uacf5\uc7a5\uc5d0 \uc18c\uc218 \uc9c0\ubd84 \ud22c\uc790\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ud504\ub9ac\uce74\ub294 \uc774\uc9d1\ud2b8\uc640 \ub0a8\uc544\ud504\ub9ac\uce74\uc758 \ud1b5\uc2e0 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc704\ud55c \ud035\ud134 \ud504\ub85c\ud1a0\ud0c0\uc774\ud551\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>PCB \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 \uc57d 38%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud611\uc0c1\ub825\uc744 \ubd80\uc5ec\ud558\uba74\uc11c\ub3c4 \uc911\uacac \uae30\uc5c5\uc758 \uc131\uc7a5 \uc5ec\uc9c0\ub97c \ub0a8\uae41\ub2c8\ub2e4. Zhen Ding\uacfc Unimicron\uc740 \ubaa8\ubc14\uc77c \ubc0f HDI \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uba70 \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uacfc \uc790\uccb4 \ub77c\ubbf8\ub124\uc774\ud2b8 \ub77c\uc778\uc744 \ud1b5\ud574 \ud6c4\ubc1c \uc8fc\uc790\uc758 \uc9c4\uc785\uc744 \ub9c9\uace0 \uc788\uc2b5\ub2c8\ub2e4. TTM\uc740 \ubd81\ubbf8 \uc2dc\uc7a5\uc5d0\uc11c \ud56d\uacf5\uc6b0\uc8fc ITAR \uc790\uaca9\uacfc \uc0c8\ub85c\uc6b4 AI \uc11c\ubc84 \uae30\ud68c\ub97c \uacb0\ud569\ud558\uc5ec \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 Ibiden\uc740 ABF \uae30\ud310\uc5d0 \uc9d1\uc911\ud558\uc9c0\ub9cc \uc2a4\ub9c8\ud2b8\ud3f0 OEM\uacfc \uc6a9\ub7c9\uc744 \uacf5\uc720\ud558\uc5ec \ud578\ub4dc\uc14b \uc218\uc694 \uac10\uc18c \uc2dc \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \ud1b5\ud569\ub3c4 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. Renesas\ub294 2024\ub144 8\uc6d4 Altium\uc744 59\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \uc2e4\ub9ac\ucf58 \ub85c\ub4dc\ub9f5\uacfc \ubcf4\ub4dc \ub808\ubca8 \uc124\uacc4 \ud750\ub984\uc744 \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4. Siemens\ub294 2025\ub144 4\uc6d4 DownStream Technologies\ub97c \uc778\uc218\ud558\uc5ec CAM \ubc0f DFM(\uc81c\uc870 \uac00\ub2a5\uc131 \uc124\uacc4) \uac80\uc99d\uc744 EDA(\uc804\uc790 \uc124\uacc4 \uc790\ub3d9\ud654) \uc81c\ud488\uad70\uc5d0 \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4. Rogers\ub294 \ube44\ud575\uc2ec \uc5d8\ub77c\uc2a4\ud1a0\uba38 \uc0ac\uc5c5\ubd80\ub97c \ub9e4\uac01\ud558\uc5ec PTFE \uc2dc\ud2b8 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud588\uc73c\uba70, Jiva Materials\ub294 EU \uc5d0\ucf54 \ub514\uc790\uc778 \uaddc\uc815\uc744 \ubaa9\ud45c\ub85c \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc544\ub9c8 \uc12c\uc720 \ucf54\uc5b4\ub97c \uc2dc\ud5d8 \uc0dd\uc0b0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ucc28\ubcc4\ud654\ub294 \uc21c\uc218\ud55c \uaddc\ubaa8\ubcf4\ub2e4 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ud0dd\ud615 \ub9c8\uc774\ud06c\ub85c\ube44\uc544 \ub4dc\ub9b4\ub9c1, 25\u00b5m \ubbf8\ub9cc AOI(\uc790\ub3d9 \uad11\ud559 \uac80\uc0ac), LCP \ub77c\ubbf8\ub124\uc774\uc158 \uae30\uc220\uc740 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub85c\ubd80\ud130 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uacfc \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\ub294 \ub370 \uc911\uc694\ud569\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub294 \uc778\ub825 \ubd80\uc871\uc744 \uc0c1\uc1c4\ud558\uba70, \ub85c\ubd07\uc740 \uc194\ub354 \ub9c8\uc2a4\ud06c \uc774\ubbf8\uc9d5 \ubc0f V-\ucef7 \ub514\ud328\ub110\ub9c1\uc744 \ucc98\ub9ac\ud558\uc5ec \uc2e4\uc2dc\uac04 SPC(\ud1b5\uacc4\uc801 \uacf5\uc815 \uad00\ub9ac) \ub370\uc774\ud130\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4. \uc9c0\uc18d \uac00\ub2a5\uc131 \ub610\ud55c \uc911\uc694\ud55c \uc694\uc18c\ub85c \ubd80\uc0c1\ud558\uc5ec, Scope-3 \ubc30\ucd9c\ub7c9\uc744 \uae30\ub85d\ud558\ub294 \uacf5\uc7a5\uc740 \ub137\uc81c\ub85c(Net-zero) \ubaa9\ud45c\ub97c \ucd94\uad6c\ud558\ub294 \uc18c\ube44\uc790 \uac00\uc804 \ube0c\ub79c\ub4dc\ub85c\ubd80\ud130 \uacf5\uae09\uc5c5\uccb4 \uc9c0\uc704\ub97c \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 PCB \uc2dc\uc7a5\uc774 \ubc94\uc6a9 \ud328\ub110\uc5d0\uc11c \uc9c0\uc2dd \uc9d1\uc57d\uc801\uc774\uace0 \uaddc\uc81c \uc900\uc218\uac00 \uc911\uc694\ud55c \uae30\ud310\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 8\uc6d4: Kaynes Technology\ub294 \uc778\ub3c4 \ud0c0\ubc00\ub098\ub450\uc5d0 5\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \uc778\ub3c4 \ucd5c\ucd08\uc758 \ub300\uaddc\ubaa8 PCB \uacf5\uc7a5\uc744 \uac74\uc124\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 8\uc6d4: Ventec International\uc740 2026\ub144 \ud0dc\uad6d \uc2dc\uc124\uc744 \uac00\ub3d9\ud558\uc5ec \ubbf8\uad6d \ubc0f \uc544\uc2dc\uc544\uc758 \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uac83\uc774\ub77c\uace0 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 7\uc6d4: TTM Technologies\ub294 \uc704\uc2a4\ucf58\uc2e0\uc8fc \uc624\ud074\ub808\uc5b4\uc5d0 75\ub9cc \ud3c9\ubc29\ud53c\ud2b8 \uaddc\ubaa8\uc758 \uc2dc\uc124\uc744 \uc778\uc218\ud558\uace0 \ud398\ub0ad \ud1a0\uc9c0 \uad8c\ub9ac\ub97c \ud655\ubcf4\ud558\uc5ec \ub370\uc774\ud130 \uc13c\ud130 \ub124\ud2b8\uc6cc\ud0b9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud55c \ucca8\ub2e8 \uae30\uc220 PCB \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: Jabil\uc740 \ud074\ub77c\uc6b0\ub4dc \ubc0f AI \ub370\uc774\ud130 \uc13c\ud130 \ud558\ub4dc\uc6e8\uc5b4\uc6a9 \ubbf8\uad6d \uc81c\uc870 \uc2dc\uc124\uc744 \ud655\uc7a5\ud558\uae30 \uc704\ud574 5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub2e4\ub144 \ud504\ub85c\uadf8\ub7a8\uc744 \uacf5\uac1c\ud588\uc73c\uba70, 2026\ub144 \uc911\ubc18\uc5d0 \uac00\ub3d9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>&#8212;\uc774\ub7ec\ud55c \ucd5c\uadfc\uc758 \uc0b0\uc5c5 \ub3d9\ud5a5\uc740 \uc804 \uc138\uacc4\uc801\uc73c\ub85c PCB \uc81c\uc870 \uc5ed\ub7c9 \ud655\ub300\ub97c \uc704\ud55c \uc0c1\ub2f9\ud55c \ud22c\uc790\uac00 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc790\ub3d9\ucc28, \ud56d\uacf5\uc6b0\uc8fc, \ub370\uc774\ud130 \uc13c\ud130 \ubc0f AI \ud558\ub4dc\uc6e8\uc5b4\uc640 \uac19\uc740 \uace0\ubd80\uac00\uac00\uce58 \ubc0f \uc804\ub7b5\uc801 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd84\uc57c\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc74c\uc744 \uba85\ud655\ud788 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub294 \uacf5\uae09\ub9dd \uc548\uc815\ud654\uc640 \uae30\uc220 \ud601\uc2e0\uc744 \ub3d9\uc2dc\uc5d0 \ucd94\uad6c\ud558\ub294 \uc5c5\uacc4\uc758 \ub178\ub825\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc778\uc1c4\ud68c\ub85c\uae30\ud310(PCB) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758, \ubc94\uc704, \uc870\uc0ac \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \ud658\uacbd, \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \uad6c\ub3c4, \uadf8\ub9ac\uace0 \ubbf8\ub798 \uae30\ud68c\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ud1b5\ucc30\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c PCB \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.17%\uc758 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 1,096\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ub2e4\uc591\ud55c \ud575\uc2ec \ub3d9\uc778\uc5d0 \uc758\ud574 \ucd09\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 AI \uc11c\ubc84 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HLC) \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub978 \uace0\ubc00\ub3c4 \uc0c1\ud638\uc5f0\uacb0(HDI) PCB \uc218\uc694 \uae09\uc99d, \uc804\uae30\ucc28(EV) \ubc0f \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS) \ub0b4 \uc804\uc7a5 \ubd80\ud488 \ucf58\ud150\uce20\uc758 \ud655\ub300, 5G \uc778\ud504\ub77c \uad6c\ucd95 \uac00\uc18d\ud654\ub85c \uc778\ud55c \uace0\uc8fc\ud30c \ubcf4\ub4dc \uc0ac\uc6a9 \uc99d\uac00, \uc18c\ube44\uc790 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \uc18c\ud615\ud654 \ucd94\uc138, \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \uc628\uc1fc\uc5b4\ub9c1 \uc778\uc13c\ud2f0\ube0c\ub85c \uc778\ud55c \uacf5\uae09\ub9dd \uc7ac\ud3b8, \uadf8\ub9ac\uace0 ESG \ub9ac\uc2a4\ud06c\ub97c \ub0ae\ucd94\ub294 \ubc14\uc774\uc624 \uae30\ubc18 \ub77c\ubbf8\ub124\uc774\ud2b8\uc758 \ub4f1\uc7a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uc790 \ud3d0\uae30\ubb3c \uad00\ub828 \ubc95\uaddc \uac15\ud654\ub85c \uc778\ud55c \ud3d0\uae30 \ube44\uc6a9 \uc99d\uac00, \uad6c\ub9ac \ud638\uc77c \ubc0f \uc5d0\ud3ed\uc2dc \uc218\uc9c0 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ub9c8\uc9c4 \uc555\ubc15, \ucca8\ub2e8 \ubcf4\ub4dc\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c \uc7a5\ubcbd, \uadf8\ub9ac\uace0 HDI \ub9c8\uc774\ud06c\ub85c\ube44\uc544 \ub4dc\ub9b4\ub9c1 \ubd84\uc57c\uc758 \uc219\ub828\uacf5 \ubd80\uc871 \ub4f1\uc774 \uc8fc\uc694 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\ud45c\uc900 \ub2e4\uce35, \ub9ac\uc9c0\ub4dc 1-2\uba74, HDI\/\ub9c8\uc774\ud06c\ub85c\ube44\uc544, \ud50c\ub809\uc2dc\ube14, \ub9ac\uc9c0\ub4dc-\ud50c\ub809\uc2a4, IC \uae30\ud310 \ub4f1), \uae30\ud310 \uc720\ud615(\ub9ac\uc9c0\ub4dc, \ud50c\ub809\uc2dc\ube14 \ud3f4\ub9ac\uc774\ubbf8\ub4dc, \uace0\uc18d\/\uace0\uc8fc\ud30c \ub4f1), \ub77c\ubbf8\ub124\uc774\ud2b8 \uc7ac\ub8cc(FR-4, \ud3f4\ub9ac\uc774\ubbf8\ub4dc, PTFE \ubc0f LCP \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28 \ubc0f EV, \uc0b0\uc5c5 \uc790\ub3d9\ud654, \ud1b5\uc2e0 \ubc0f 5G, \ud5ec\uc2a4\ucf00\uc5b4 \uae30\uae30, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \ub4f1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(5G \uc778\ud504\ub77c, EV \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f ADAS, IoT \ubc0f \uc6e8\uc5b4\ub7ec\ube14, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\/\ub370\uc774\ud130 \uc13c\ud130 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, 5G \uc778\ud504\ub77c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uc804 \uc138\uacc4 \ubc00\ub9ac\ubbf8\ud130\ud30c(mmWave) \uad6c\ucd95\uc5d0 \ud798\uc785\uc5b4 2025\ub144 PCB \ub9e4\ucd9c\uc758 33.05%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc218\uc694\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. HDI \ubcf4\ub4dc \uc0dd\uc0b0\uc740 AI \uc11c\ubc84 \uc8fc\ubb38 \ubc0f \uce69\ub81b \ud328\ud0a4\uc9d5 \ub85c\ub4dc\ub9f5\uc5d0 \ub530\ub77c \ub300\ub9cc\uacfc \ud55c\uad6d\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc804\ub3d9\ud654\ub294 \uace0\uc804\ub958 \uad6c\ub9ac \uc911\ub7c9, \ubc30\ud130\ub9ac \uad00\ub9ac \uc815\ubc00\ub3c4, IPC-6012EA \uc2e0\ub8b0\uc131\uc744 \uc694\uad6c\ud558\uba70 \uc790\ub3d9\ucc28 \ubcf4\ub4dc \uc2dc\uc7a5\uc758 6.78% CAGR \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc785\ub2c8\ub2e4. \uc6d0\uc790\uc7ac \uce21\uba74\uc5d0\uc11c\ub294 \uad6c\ub9ac \ubc0f \uc5d0\ud3ed\uc2dc \uc218\uc9c0 \uac00\uaca9 \ubcc0\ub3d9\uc131(2025\ub144 4\uc6d4 \uad6c\ub9ac \uc120\ubb3c \uac00\uaca9\uc740 \ud30c\uc6b4\ub4dc\ub2f9 5.3740\ub2ec\ub7ec \uae30\ub85d)\uc774 \uc81c\uc870\uc5c5\uccb4 \ub9c8\uc9c4\uc5d0 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud658\uacbd\uc801 \uce21\uba74\uc5d0\uc11c\ub294 \ubc14\uc774\uc624 \uae30\ubc18 \uc544\ub9c8 \uc12c\uc720 \ub610\ub294 \ub9ac\uadf8\ub2cc \ub77c\ubbf8\ub124\uc774\ud2b8\uc640 \uac19\uc740 \uc2e0\uc18c\uc7ac\uac00 \ucd5c\ub300 67%\uc758 \uc774\uc0b0\ud654\ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\uc18c\ub97c \uc57d\uc18d\ud558\uba70 \uc0b0\uc5c5\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \ub2e4\ub8e8\uc5b4\uc9c0\uba70, Zhen Ding Technology Holding Ltd., Unimicron Technology Corp., Samsung Electro-Mechanics Co., Ltd. \ub4f1 21\uac1c \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc744 \ud3c9\uac00\ud558\uc5ec \ubbf8\ub798 \uc131\uc7a5 \uae30\ud68c\ub97c \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-51313","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\/51313"}],"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=51313"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/51313\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=51313"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=51313"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=51313"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}