{"id":51705,"date":"2026-02-22T19:59:50","date_gmt":"2026-02-22T19:59:50","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/power-semiconductor-market-mordor\/"},"modified":"2026-10-30T02:00:46","modified_gmt":"2026-10-29T17:00:46","slug":"power-semiconductor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/power-semiconductor-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/power-semiconductor-market-1720074508787-Power-Semiconductor-Market-comapny-logo.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\/power-semiconductor-market-size-image-1770825163726.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \uc804\uae30\ucc28 \ubc0f \ucda9\uc804 \uc778\ud504\ub77c \uc218\uc694 \uae09\uc99d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 5G \uae30\uc9c0\uad6d \ud655\uc0b0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc8fc\ub3c4 \uc804\ub825 \ubcc0\ud658 \uc131\uc7a5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ubaa8\ud130 \uad6c\ub3d9 \uc5c5\uadf8\ub808\uc774\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 HAPS \ubc0f \uc804\uc804\uae30 \ud56d\uacf5\uae30 \ud30c\uc6cc\ud2b8\ub808\uc778<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \uc544\uc2dc\uc544\uc758 \uace0\uc18d \ucda9\uc804 2\ub95c\/3\ub95c \uc804\uae30\ucc28 \uc544\ud0a4\ud14d\ucc98<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uacf5\uae09 \ubd80\uc871 \uc8fc\uae30<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 WBG \uc18c\uc790\uc758 \ub192\uc740 \ube44\uc6a9\/\uc124\uacc4 \ubcf5\uc7a1\uc131<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uace0\ubc00\ub3c4 \uc804\uae30\ucc28 \uc778\ubc84\ud130\uc758 \uc5f4 \ud55c\uacc4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 GaN \uc5d0\ud53c\ud0dd\uc2dc \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \ud22c\uc790 \ubd84\uc11d<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uad6c\uc131 \uc694\uc18c\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \uac1c\ubcc4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.1 \uc815\ub958\uae30<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.2 \ubc14\uc774\ud3f4\ub77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.3 MOSFET<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.4 IGBT<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.5 \uae30\ud0c0 \uac1c\ubcc4 \ubd80\ud488 (\uc0ac\uc774\ub9ac\uc2a4\ud130, HEMT \ub4f1)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ubaa8\ub4c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.1 \uc0ac\uc774\ub9ac\uc2a4\ud130 \ubaa8\ub4c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.2 IGBT \ubaa8\ub4c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.3 MOSFET \ubaa8\ub4c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.4 \uc9c0\ub2a5\ud615 \uc804\ub825 \ubaa8\ub4c8 (IPM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \uc804\ub825 IC<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.1 PMIC (\ub2e4\ucc44\ub110)<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.2 \uc2a4\uc704\uce6d \ub808\uade4\ub808\uc774\ud130 (AC\/DC, DC\/DC, \uc808\uc5f0\/\ube44\uc808\uc5f0)<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.3 \uc120\ud615 \ub808\uade4\ub808\uc774\ud130<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.4 \ubc30\ud130\ub9ac \uad00\ub9ac IC<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.3.5 \uae30\ud0c0 \uc804\ub825 IC<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \uc7ac\ub8cc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \uc2e4\ub9ac\ucf58<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc (SiC)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc (GaN)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \uae30\ud0c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \uc790\ub3d9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uac00\uc804\uc81c\ud488 \ubc0f \uae30\uae30<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 ICT (IT \ubc0f \ud1b5\uc2e0)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \uc0b0\uc5c5 \ubc0f \uc81c\uc870<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 (\uc7ac\uc0dd\uc5d0\ub108\uc9c0, \uadf8\ub9ac\ub4dc)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.6 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.7 \uc758\ub8cc \uc7a5\ube44<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.8 \uae30\ud0c0 (\ucca0\ub3c4, \ud574\uc591)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.2 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.3 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.3 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.4 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.1 \uc774\uc2a4\ub77c\uc5d8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.3 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.6.2 \uc774\uc9d1\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.6.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \uc778\ud53c\ub2c8\uc5b8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8 Incorporated<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \ucf54\ubcf4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 N.V.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 NXP \ubc18\ub3c4\uccb4 N.V.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \uc628\uc138\ubbf8\ucee8\ub355\ud130 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \ub974\ub124\uc0ac\uc2a4 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \ube0c\ub85c\ub4dc\ucef4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \ub3c4\uc2dc\ubc14 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \ubbf8\uc4f0\ube44\uc2dc \uc804\uae30 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \ud6c4\uc9c0 \uc804\uae30 Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \uc138\ubbf8\ud06c\ub860 \ub2e8\ud3ec\uc2a4 GmbH and Co. KG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \uc6b8\ud504\uc2a4\ud53c\ub4dc Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \ub85c\uc634 Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \ube44\uc170\uc774 \uc778\ud130\ud14c\ud06c\ub180\ub85c\uc9c0 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \ub125\uc2a4\ud398\ub9ac\uc544 B.V.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \uc54c\ud30c \uc564 \uc624\uba54\uac00 \uc138\ubbf8\ucee8\ub355\ud130 Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \ub9e4\uadf8\ub098\uce69 \ubc18\ub3c4\uccb4 Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \ub9c8\uc774\ud06c\ub85c\uce69 \ud14c\ud06c\ub180\ub85c\uc9c0 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \ub9ac\ud2c0\ud4e8\uc988 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 \ub098\ube44\ud0c0\uc2a4 \ubc18\ub3c4\uccb4 Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.22 \ud30c\uc6cc \uc778\ud14c\uadf8\ub808\uc774\uc158\uc2a4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.23 \ubaa8\ub180\ub9ac\uc2dd \ud30c\uc6cc \uc2dc\uc2a4\ud15c\uc988 Inc.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uac1c\uc694 \uc0c1\uc138 \uc694\uc57d (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2025\ub144 568.7\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc600\uc73c\uba70, 2026\ub144 599.8\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 782.5\uc5b5 \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.46%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc804\uae30\ucc28(EV), \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c, \ub370\uc774\ud130 \uc9d1\uc57d\uc801 \uc804\uc790\uae30\uae30 \uc804\ubc18\uc5d0 \uac78\uccd0 \ud6a8\uc728\uc801\uc778 \uc804\ub825 \ubcc0\ud658\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \uc218\uc694\uac00 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ubc0f \uc9c8\ud654\uac08\ub968(GaN)\uacfc \uac19\uc740 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \uc18c\uc7ac\ub294 \uace0\uc804\uc555 \ubc0f \uace0\uc8fc\ud30c \ud658\uacbd\uc5d0\uc11c \uc2e4\ub9ac\ucf58\ubcf4\ub2e4 \uc6b0\uc218\ud55c \uc131\ub2a5\uc744 \ubc1c\ud718\ud558\uc5ec \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc804\ub3d9\ud654\uac00 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ubb3c\ub7c9\uc744 \uacac\uc778\ud558\ub294 \uac00\uc6b4\ub370, \ud0dc\uc591\uad11 \ubc1c\uc804 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uc124\uce58, 5G \uc778\ud504\ub77c \uad6c\ucd95, \uacf5\uc7a5 \uc790\ub3d9\ud654 \uc5c5\uadf8\ub808\uc774\ub4dc \ub610\ud55c \ube60\ub978 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d CHIPS Act \ubc0f \uc720\ub7fd Chips Act\uc640 \uac19\uc740 \uc9c0\uc5ed\ubcc4 \uacf5\uae09\ub9dd \uc815\ucc45\uc740 \uad6d\ub0b4 \uc81c\uc870 \ud22c\uc790\ub97c \uac15\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ud3ec\uad04\uc801\uc778 \uc81c\uc870 \uaddc\ubaa8\ub97c \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5 \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \ud575\uc2ec \uc2dc\uc7a5 \uc694\uc57d<\/p>\n<p>*   \ubd80\ud488\ubcc4: \uac1c\ubcc4 \uc18c\uc790(Discrete)\ub294 2025\ub144 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 44.60%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc804\ub825 IC(Power IC)\ub294 2031\ub144\uae4c\uc9c0 6.02%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc\ubcc4: \uc2e4\ub9ac\ucf58(Silicon)\uc740 2025\ub144 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 77.55%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, GaN\uc740 2031\ub144\uae4c\uc9c0 9.03%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28(Automotive) \ubd80\ubb38\uc740 2025\ub144 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 31.02%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825(Energy and Power) \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 7.21%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(Asia Pacific) \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 51.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5(2031\ub144\uae4c\uc9c0 6.74% CAGR)\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04(Medium) \uc218\uc900\uc785\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: \uc778\ud53c\ub2c8\uc5b8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Infineon Technologies AG), \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\uce20(Texas Instruments Inc.), ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(STMicroelectronics NV), NXP \ubc18\ub3c4\uccb4(NXP Semiconductors NV), \ucf54\ubcf4(Qorvo Inc.) \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. (\uc21c\uc11c\ub294 \ubb34\uc21c\uc704)<\/p>\n<p># 3. \uae00\ub85c\ubc8c \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p> 3.1. \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc804\uae30\ucc28(EV) \ubc0f \ucda9\uc804 \uc778\ud504\ub77c \uc218\uc694 \uae09\uc99d: \uc804\uae30\ucc28\ub294 \uad6c\ub3d9\uacc4 \ud6a8\uc728\uc744 \ub192\uc774\uace0 \ucda9\uc804 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 SiC MOSFET\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. 800V \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc804\ud658\ud558\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc778\ubc84\ud130 \uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud574 SiC\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc73c\uba70, \uc628\uc138\ubbf8(onsemi)\uc640 \ud3ed\uc2a4\ubc14\uac90(Volkswagen)\uc758 \uacc4\uc57d\uacfc \uac19\uc740 \uc218\uc9c1 \ud1b5\ud569 \uacf5\uae09\ub9dd \ud655\ubcf4 \ub178\ub825\uc774 \ud65c\ubc1c\ud569\ub2c8\ub2e4. \ubcd1\ub82c DC \uace0\uc18d \ucda9\uc804\uae30 \ubcf4\uae09\uc740 SiC \uc218\uc694\ub97c \ub450 \ubc30\ub85c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc790\ub3d9\ucc28 \ub4f1\uae09\uc758 \uc218\uc728 \ud655\ubcf4\uac00 \uc5ec\uc804\ud788 \uacfc\uc81c\ub85c \ub0a8\uc544\uc788\uc5b4 IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5)\ub4e4\uc740 \uc790\uccb4 \uae30\ud310 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ucda9\ud558\uc5ec \ube44\uc6a9 \uc548\uc815\ud654 \ubc0f \ub9c8\uc9c4 \ud655\ubcf4\uc5d0 \uc8fc\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5G \uae30\uc9c0\uad6d \ud655\uc0b0: GaN \uace0\uc804\uc790 \uc774\ub3d9\uc131 \ud2b8\ub79c\uc9c0\uc2a4\ud130(HEMT)\ub294 6GHz \uc774\ud558 \ubc0f \ubc00\ub9ac\ubbf8\ud130\ud30c(mmWave) \uc8fc\ud30c\uc218\uc5d0\uc11c LDMOS\ubcf4\ub2e4 \ub192\uc740 \uc774\ub4dd\uacfc \ud6a8\uc728\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc18c\ud615 \uc140(small-cell) \ubc00\uc9d1\ud654\ub294 \ud1b5\uc2e0\uc0ac\ub4e4\uc758 \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc99d\uac00\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 GaN \ucd9c\ud558\ub7c9\uc744 10\ub144 \ub9d0\uae4c\uc9c0 4\ubc30 \uc99d\uac00\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. NXP\ub294 Si LDMOS\uc640 GaN \ub2e4\uc774\ub97c \uacb0\ud569\ud55c \uba40\ud2f0\uce69 \ub300\uaddc\ubaa8 MIMO(Massive-MIMO) \ubaa8\ub4c8\uc744 \ud1b5\ud574 \uc548\ud14c\ub098 \uc5b4\ub808\uc774\ub97c \ud1b5\ud569\ud558\uace0 \uc5f4 \uc124\uacc4\ub97c \uac04\uc18c\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub825 \ubc18\ub3c4\uccb4 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 225\u00b0C \uc774\uc0c1\uc758 \ud56b\uc2a4\ud31f \uc628\ub3c4\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uc18c\uacb0 \ub2e4\uc774 \uc811\ucc29 \uc7ac\ub8cc\ub97c \ucd94\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18 \uc804\ub825 \ubcc0\ud658 \uc131\uc7a5: \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825 \ud504\ub85c\uc81d\ud2b8\ub294 99% \uc774\uc0c1\uc758 \uc778\ubc84\ud130 \ud6a8\uc728 \uc784\uacc4\uac12\uc744 \ub2ec\uc131\ud558\uae30 \uc704\ud574 WBG \uc18c\uc790\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. SMA Solar\uc758 2,000V \uc778\ubc84\ud130 \ud50c\ub7ab\ud3fc\uc740 \uc138\ubbf8\ud06c\ub860 \ub2e8\ud3ec\uc2a4(Semikron Danfoss) \ubaa8\ub4c8 \ub0b4\uc5d0 ROHM\uc758 2kV SiC MOSFET\uc744 \ud1b5\ud569\ud558\uc5ec \ubd80\ubd84 \ubd80\ud558 \uc870\uac74\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uc218\uc728\uc744 \uadf9\ub300\ud654\ud569\ub2c8\ub2e4. \uadf8\ub9ac\ub4dc \uc5f0\ub3d9\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 \uace0\uc8fc\ud30c SiC \ud1a0\ud3f4\ub85c\uc9c0\ub97c \uc120\ud638\ud558\ub294 \uc591\ubc29\ud5a5 \ucee8\ubc84\ud130\ub97c \ucd94\uac00\ud558\uc5ec \uc790\uc131 \ubd80\ud488\uc758 \ud06c\uae30\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c \uc5c5\uadf8\ub808\uc774\ub4dc: \uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac\ub294 \uc2a4\uc704\uce6d \uc190\uc2e4\uc744 \uc904\uc774\uace0 \ubc29\uc5f4\ud310 \ubd80\ud53c\ub97c \ucd5c\ub300 70%\uae4c\uc9c0 \ucd95\uc18c\ud558\ub294 SiC \uae30\ubc18 \ub4dc\ub77c\uc774\ube0c\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub354 \ub192\uc740 \uc2a4\uc704\uce6d \uc8fc\ud30c\uc218\ub294 \uc218\ub3d9 \ud544\ud130\ub9c1\uc744 \uac04\uc18c\ud654\ud558\uace0 \uc5ed\ub960\uc744 \uac1c\uc120\ud558\uc5ec \uc9c0\uc18d \uac00\ub2a5\uc131 \uc778\uc99d \ubaa9\ud45c\uc640 \ubd80\ud569\ud569\ub2c8\ub2e4. \ucd08\uae30 \uc18c\uc790 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uc5ec\uc804\ud788 \uc874\uc7ac\ud558\uc9c0\ub9cc, 200mm \uc6e8\uc774\ud37c \ube44\uc6a9 \ud558\ub77d\uc73c\ub85c \uac00\uaca9 \ucc28\uc774\uac00 \uc904\uc5b4\ub4e4\uace0 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc774 \ub2e8\ucd95\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 3.2. \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uacf5\uae09 \ubd80\uc871 \uc8fc\uae30: \ud604\uc7ac \uc804\uccb4 \uc6e8\uc774\ud37c \uc218\uc694\uac00 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd08\uacfc\ud558\uace0 \uc788\uc73c\uba70, \uba54\ubaa8\ub9ac \uacf5\uae09\uc5c5\uccb4\uc758 \uc7ac\uace0 \uac10\uc18c\ub294 \ub2e8\uae30\uc801\uc778 \uad6c\ub9e4 \ud589\ub3d9\uc744 \uc65c\uace1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc815\ud559\uc801 \ub9c8\ucc30\uc740 \ud339 \uac74\uc124 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0, \ubb3c \uc0ac\uc6a9\ub7c9 \uc81c\ud55c\uc740 \uac00\ubb44\uc5d0 \ucde8\uc57d\ud55c \uc9c0\uc5ed\uc758 \uc2e0\uaddc \ubd80\uc9c0 \ud655\ubcf4\ub97c \uc5b4\ub835\uac8c \ud569\ub2c8\ub2e4. \uc911\uad6d \uae30\uc5c5\ub4e4\uc758 \uac00\uaca9 \uacbd\uc7c1\uc740 \uacf5\uae09\ub9dd \uc804\ubc18\uc758 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   WBG \uc18c\uc790\uc758 \ub192\uc740 \ube44\uc6a9 \ubc0f \uc124\uacc4 \ubcf5\uc7a1\uc131: SiC \uae30\ud310\uc740 \uacb0\ud568 \ubc00\ub3c4\uac00 \ub192\uc544 \ub2e4\uc774 \ubd84\ub958 \uc190\uc2e4\uacfc \ucd5c\uc885 \ubd80\ud488 \uac00\uaca9\uc744 \uc0c1\uc2b9\uc2dc\ud0b5\ub2c8\ub2e4. GaN \ud6a1\ud615 \uc18c\uc790\ub294 \ub9ce\uc740 OEM \uc5d4\uc9c0\ub2c8\uc5b4\uc5d0\uac8c \uc775\uc219\ud558\uc9c0 \uc54a\uc740 \ub9de\ucda4\ud615 \uac8c\uc774\ud2b8 \ub4dc\ub77c\uc774\ube0c \ubc0f \ub808\uc774\uc544\uc6c3 \ubc29\uc2dd\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc81c\uc870\ub97c \uc704\ud55c \uc124\uacc4(DFM) \uac00\uc774\ub4dc\ub77c\uc778\uc774 \ube60\ub974\uac8c \ubc1c\uc804\ud558\uc5ec \uac80\uc99d \uc624\ubc84\ud5e4\ub4dc\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 200mm SiC \uc0dd\uc0b0\uc774 \ud655\ub300\ub418\uace0 \uc2e4\ub9ac\ucf58 \uae30\ubc18 GaN \uc5d0\ud53c\ud0dd\uc2dc\uac00 \uc131\uc219\ud574\uc9d0\uc5d0 \ub530\ub77c \ube44\uc6a9 \uace1\uc120\uc740 \ud558\ud5a5\uc138\ub97c \ubcf4\uc774\uc9c0\ub9cc, \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc18c\ube44\uc790 \ubc0f \ubaa8\ud130 \uc81c\uc5b4 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \ub192\uc740 \uac00\uaca9\uc774 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \ubd80\ubb38\ubcc4 \ubd84\uc11d<\/p>\n<p> 4.1. \ubd80\ud488\ubcc4: \uc804\ub825 IC\uc758 \ud1b5\ud569 \uc7a0\uc7ac\ub825<\/p>\n<p>\uc804\ub825 \uc9d1\uc801 \ud68c\ub85c(Power IC)\ub294 2025\ub144 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 6.02%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubc30\ud130\ub9ac \uad00\ub9ac \uc7a5\uce58(BMS)\ub294 \uc18c\ud615 PMIC(Power Management IC) \ud48b\ud504\ub9b0\ud2b8\uc5d0 \ub2e4\uc911 \ub808\uc77c \ub808\uade4\ub808\uc774\ud130 \ubc0f \uae30\ub2a5 \uc548\uc804 \uc9c4\ub2e8\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc758 ISO 26262 \uc900\uc218 OPTIREG TLF35585\ub294 \uc548\uc804 \uad00\ub828 \uc804\uc790 \uc81c\uc5b4 \uc7a5\uce58(ECU)\uc758 \uae30\ubc18\uc774 \ub418\uba70, \ub2e8\uc77c \uce69 \uc804\ub825 \uad00\ub9ac \ucd94\uc138\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uac1c\ubcc4 \uc18c\uc790(Discrete)\ub294 \uace0\uc804\ub958 \uacbd\ub85c\uc5d0 \ud544\uc218\uc801\uc774\uba70 44.60%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \uc124\uacc4\uc790\ub4e4\uc774 \uacf5\uac04 \uc81c\uc57d\uc774 \uc788\ub294 \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc5d0\uc11c \ube44\uc6a9 \ucd5c\uc801\ud654\ub41c \ubaa8\ub4c8 \ub610\ub294 IC \uc194\ub8e8\uc158\uc744 \uc120\ud638\ud568\uc5d0 \ub530\ub77c \uc810\uc720\uc728\uc740 \uc810\ucc28 \uac10\uc18c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4 \ub85c\ub4dc\ub9f5\uc740 GaN \ub610\ub294 SiC \ub2e4\uc774\ub97c \uac8c\uc774\ud2b8 \ub4dc\ub77c\uc774\ube0c, \uac10\uc9c0 \ubc0f \ubcf4\ud638 \uae30\ub2a5\uc744 \ud1b5\ud569\ud55c \uc9c0\ub2a5\ud615 \uc804\ub825 \ubaa8\ub4c8(IPM) \ub0b4\uc5d0 \ubc88\ub4e4\ub9c1\ud558\uc5ec \uc778\ubc84\ud130 \ubc0f \ucda9\uc804\uae30 \uc5b4\uc148\ube14\ub9ac\uc758 \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4c8 \ud1b5\ud569\uc740 \uc790\uccb4 \ud328\ud0a4\uc9d5 \uc804\ubb38 \uc9c0\uc2dd\uc774 \ubd80\uc871\ud55c \uc911\uc18c \uaddc\ubaa8 \uc0b0\uc5c5 \ubc0f \uc8fc\uac70\uc6a9 \uc5d0\ub108\uc9c0 \uace0\uac1d\uc5d0\uac8c \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubc18\ub300\ub85c, \uc18c\ube44\uc790 \uac00\uc804 ODM(\uc81c\uc870\uc5c5\uc790 \uac1c\ubc1c \uc0dd\uc0b0)\uc740 \uc5ec\uc804\ud788 \ubcf4\ub4dc \ub808\ubca8 \uc720\uc5f0\uc131 \ubc0f \uac00\uaca9 \uc774\uc810\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud574 \uc5b4\ub311\ud130 \uc124\uacc4\uc5d0 \uac1c\ubcc4 MOSFET\uc744 \uc870\ub2ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac1c\ubcc4 \uc18c\uc790, \ubaa8\ub4c8, IC \ud615\uc2dd\uc758 \uacf5\uc874\uc740 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc744 \ud48d\uc694\ub86d\uac8c \ud558\uba70, \ub9de\ucda4\ud615 \uc131\ub2a5-\ube44\uc6a9 \ud2b8\ub808\uc774\ub4dc\uc624\ud504\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p> 4.2. \uc7ac\ub8cc\ubcc4: GaN\uc758 \uc131\uc7a5\uacfc \uc2e4\ub9ac\ucf58\uc758 \ud575\uc2ec \uc720\uc9c0<\/p>\n<p>\uc2e4\ub9ac\ucf58\uc740 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 2025\ub144 \ub9e4\ucd9c\uc758 77.55%\ub97c \ucc28\uc9c0\ud558\uba70 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 \ud575\uc2ec\uc744 \uc774\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc18d\uc801\uc778 \uc288\ud37c\uc815\uc158 MOSFET \ubc1c\uc804\uacfc \uc131\uc219\ud55c \uacf5\uae09\ub9dd\uc740 650V \uc774\ud558 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uc2e4\ub9ac\ucf58\uc758 \uad00\ub828\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. GaN\uc740 \ud604\uc7ac \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc 9.03%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70, \ubaa8\ubc14\uc77c \uace0\uc18d \ucda9\uc804\uae30, 5G \uae30\uc9c0\uad6d, \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \ub9c8\uc774\ud06c\ub85c \uc778\ubc84\ud130 \ubd84\uc57c\uc5d0\uc11c \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc740 \ub808\ud37c\ub7f0\uc2a4 \uc124\uacc4\uac00 \uac8c\uc774\ud2b8 \ub4dc\ub77c\uc774\ube0c \ubc0f EMI \uc644\ud654\ub97c \ud45c\uc900\ud654\ud568\uc5d0 \ub530\ub77c 2025\ub144\uae4c\uc9c0 \uacb0\uc815\uc801\uc778 \ucc44\ud0dd \ubcc0\uace1\uc810\uc744 \uc608\uce21\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>SiC\ub294 \uace0\uc804\ub825 \ud2b8\ub799\uc158 \ubc0f \uadf8\ub9ac\ub4dc \ubd80\ubb38\uc744 \uc7a5\uc545\ud558\uace0 \uc788\uc73c\uba70, 1,200V \ubc0f 1,700V \uc815\uaca9\uc740 GaN\uc758 \uacbd\uc81c\uc801 \ubc94\uc704\ub97c \ucd08\uacfc\ud569\ub2c8\ub2e4. 200mm SiC \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uc740 \uc554\ud398\uc5b4\ub2f9 \ube44\uc6a9\uc744 \uc555\ucd95\ud558\uc5ec \uc288\ud37c\uc815\uc158 \uc2e4\ub9ac\ucf58\uacfc\uc758 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ub8cc \ub2e4\ubcc0\ud654\ub294 \uc9d1\uc911\ub41c \uacf5\uae09 \uc704\ud5d8\uc744 \ub0ae\ucd94\uace0 \uc124\uacc4 \uc720\uc5f0\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc124\uacc4\uc790\ub4e4\uc740 \uc2e4\ub9ac\ucf58\uc744 \ube44\uc6a9 \uc911\uc2ec\uc758 \ub300\ub7c9 \uc2dc\uc7a5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0, SiC\ub97c \uace0\uc804\ub825 \uc6b4\uc1a1 \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc5d0, GaN\uc744 \uace0\uc8fc\ud30c, \uc800\uc804\ub825 \uc6a9\ub3c4\uc5d0 \ud560\ub2f9\ud558\uc5ec \uade0\ud615 \uc7a1\ud78c \ub2e4\uc911 \uc7ac\ub8cc \uc0dd\ud0dc\uacc4\ub97c \uad6c\ucd95\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p> 4.3. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 \ubd80\ubb38\uc774 \uc790\ub3d9\ucc28 \uc131\uc7a5\ub960\uc744 \uc0c1\ud68c<\/p>\n<p>\uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 \ubc30\ud130\ub9ac \uc804\uae30 \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc628\ubcf4\ub4dc \ucda9\uc804\uae30, DC-DC \ucee8\ubc84\ud130 \ub355\ubd84\uc5d0 2025\ub144 \ub9e4\ucd9c\uc758 31.02%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 \ubd80\ubb38\uc740 \uc720\ud2f8\ub9ac\ud2f0\uac00 1,500V\ub97c \ucd08\uacfc\ud558\ub294 SiC \uae30\ubc18 \uc2a4\ud2b8\ub9c1 \ubc0f \uc911\uc559 \uc778\ubc84\ud130\ub97c \ubc30\ud3ec\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 7.21%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub9ac\ub4dc \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc758 \ud655\uc0b0\uc740 \uc218 \uba54\uac00\uc640\ud2b8\uae09 \uc591\ubc29\ud5a5 \ucee8\ubc84\ud130\ub97c \ucd94\uac00\ud558\uc5ec \uc18c\uc790 \uc218\uc694\ub97c \ub354\uc6b1 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc0b0\uc5c5 \uc790\ub3d9\ud654\ub294 \uace0\ud6a8\uc728 \uacf5\uc815 \ub77c\uc778 \ubc0f \ub85c\ubd07 \uc561\ucd94\uc5d0\uc774\ud130\ub97c \uc704\ud55c SiC \ub4dc\ub77c\uc774\ube0c\ub97c \ud65c\uc6a9\ud558\uba70 \uadf8 \ub4a4\ub97c \uc787\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ube44\uc790 \uac00\uc804\uc740 \uc5ec\uc804\ud788 \uac00\uc7a5 \ud070 \ub2e8\uc704 \ud310\ub9e4\ub7c9\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc9c0\ub9cc, \uc2ec\ud55c \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP) \uc555\ub825\uc5d0 \uc9c1\uba74\ud558\uc5ec WBG \uce68\ud22c\uac00 \ud50c\ub798\uadf8\uc2ed \ub178\ud2b8\ubd81 \ubc0f \ud504\ub9ac\ubbf8\uc5c4 \uc5b4\ub311\ud130\ub85c \uc81c\ud55c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud5ec\uc2a4\ucf00\uc5b4, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc740 \uc131\ub2a5 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ubb3c\ub7c9 \uc81c\uc57d\uc744 \uc0c1\uc1c4\ud558\ub294 \ud2c8\uc0c8 \uace0\uc2e0\ub8b0\uc131 \ubd80\ubb38\uc73c\ub85c, \ub192\uc740 \ucd1d \ub9c8\uc9c4 \uae30\ud68c\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 51.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 6.74%\uc758 CAGR\uc744 \uc720\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4. \uc911\uad6d\uc740 \uad6d\uac00 \ubcf4\uc870\uae08\uacfc \uc218\uc9c1 \ud1b5\ud569 \uacf5\uae09\ub9dd\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 SiC \ubc0f GaN \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 \ud558\ub8e8 1,500\ub9cc \uac1c \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 7,600\uc5b5 \ub8e8\ud53c \uaddc\ubaa8\uc758 OSAT(\uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8) \ucea0\ud37c\uc2a4\ub97c \uc2e0\uc18d\ud558\uac8c \ucd94\uc9c4\ud558\uc5ec \uc870\ub9bd \uacf5\uc815\uc758 \uad6d\ub0b4\ud654\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ub9cc\uacfc \ud55c\uad6d\uc740 \uac01\uac01 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \uba54\ubaa8\ub9ac \ubd84\uc57c\uc5d0\uc11c \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubcf8\uc740 \uc0c1\ub958 \uc7ac\ub8cc \ubd84\uc57c\uc758 \uac15\uc810\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8 \uc9c0\uc5ed\uc740 CHIPS Act\uc758 500\uc5b5 \ub2ec\ub7ec \uc778\uc13c\ud2f0\ube0c\ub97c \ud1b5\ud574 \uc6b8\ud504\uc2a4\ud53c\ub4dc(Wolfspeed), \ubcf4\uc26c(Bosch) \ubc0f \ud574\uc678 \uae30\uc5c5\ub4e4\uc758 \uae30\uc874 \uc2dc\uc124 \uc804\ud658 \ubc0f \uc2e0\uaddc \ud339 \uac74\uc124\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28, \ubc29\uc704, \ub370\uc774\ud130 \uc13c\ud130 \ud074\ub7ec\uc2a4\ud130\ub294 \uc218\uc694\ub97c \uc9d1\uc911\uc2dc\ud0a4\uace0 \ud604\uc9c0 \ucf58\ud150\uce20 \uc694\uad6c \uc0ac\ud56d\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. SEMI\ub294 2027\ub144\uae4c\uc9c0 \uc774 \uc9c0\uc5ed\uc758 \ud339 \uc7a5\ube44 \uc9c0\ucd9c\uc774 247\uc5b5 \ub2ec\ub7ec\ub85c \ub450 \ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70 \uc7a5\uae30\uc801\uc778 \uaddc\ubaa8 \ud655\uc7a5\uc744 \uac15\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc720\ub7fd\uc740 \uc790\ub3d9\ucc28 \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc815\ucc45\uacfc\uc758 \uc5f0\uacc4\ub97c \ud65c\uc6a9\ud558\uc5ec SiC \ubc0f GaN \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c \ub4dc\ub808\uc2a4\ub374 \ud339\uc5d0 \ub300\ud55c 50\uc5b5 \uc720\ub85c \uc2b9\uc778\uc740 \uc790\uae09\uc790\uc871\uc744 \ub192\uc774\uae30 \uc704\ud55c \uacf5\uacf5-\ubbfc\uac04 \ud611\ub825\uc758 \uc88b\uc740 \uc608\uc785\ub2c8\ub2e4. \ud504\ub791\uc2a4\uc640 \uc774\ud0c8\ub9ac\uc544\ub294 \ucd5c\ucca8\ub2e8 \ubaa8\ub4c8 \ubc0f \uae30\ud310 \uae30\uc220\uc744 \ubcf4\uc874\ud558\uae30 \uc704\ud574 \ucd94\uac00 \ubcf4\uc870\uae08 \ud328\ud0a4\uc9c0\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\ub3d9, \uc544\ud504\ub9ac\uce74, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \ub4f1 \uc2e0\ud765 \uc2dc\uc7a5\uc740 \uac00\uce58\uc5d0 \ubbfc\uac10\ud558\uc5ec \uc131\uc219\ud55c \uc2e4\ub9ac\ucf58 \ud50c\ub7ab\ud3fc\uc744 \ucc44\ud0dd\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \ud0dc\uc591\uad11 \ubc0f \ucca0\ub3c4 \uc804\ucca0\ud654\ub97c \uc704\ud574 WBG\ub97c \uc810\uc9c4\uc801\uc73c\ub85c \uc2dc\ubc94 \uc801\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uc9c0\ub9cc \uc810\ucc28 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \uae30\uc900 ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4, \uc628\uc138\ubbf8, \uc778\ud53c\ub2c8\uc5b8, \uc6b8\ud504\uc2a4\ud53c\ub4dc, ROHM \ub4f1 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 SiC \uc18c\uc790 \ub9e4\ucd9c\uc758 70% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uae30\ud310\ubd80\ud130 \ubaa8\ub4c8\uae4c\uc9c0\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \uacf5\uae09 \uc911\ub2e8\uc744 \uc644\ud654\ud558\uace0 \ube44\uc6a9 \uc6b0\uc704\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4. \ub2e8\uc77c \uc18c\ucf13 \uc81c\ud488 \ub300\uc2e0 \ud50c\ub7ab\ud3fc \uc9c0\ud5a5\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ud2b8\ub799\uc158, \ud0dc\uc591\uad11, \uc0b0\uc5c5\uc6a9 \ub4dc\ub77c\uc774\ube0c \uc804\ubc18\uc5d0 \uac78\uccd0 \uc7ac\uc0ac\uc6a9\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ube44\ubc18\ubcf5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc0dd\uc0b0 \ub2a5\ub825 \uacbd\uc7c1\uc774 \uc804\ub7b5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b8\ud504\uc2a4\ud53c\ub4dc\ub294 CHIPS Act \ubcf4\uc870\uae08 7\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc640 \uc544\ud3f4\ub85c(Apollo) \uc8fc\ub3c4 \ud22c\uc790\uc790\ub85c\ubd80\ud130 7\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uc5ec \ubaa8\ud638\ud06c \ubc38\ub9ac(Mohawk Valley)\uc758 200mm SiC \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc628\uc138\ubbf8\ub294 \ucf54\ubcf4(Qorvo)\uc758 SiC JFET \uc790\uc0b0\uc744 \ud68d\ub4dd\ud558\uace0 \uccb4\ucf54\ub97c SiC \uc0dd\uc0b0\uc758 \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uae30\uc9c0\ub85c \uc120\uc815\ud558\uc5ec \uc720\ub7fd \uacf5\uae09 \ud0c4\ub825\uc131\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub85c \uc804\ub825\uc744 \uacf5\uae09\ud558\ub294 200mm SiC \uba54\uac00 \ud339\uc744 \ub9d0\ub808\uc774\uc2dc\uc544\uc5d0 \uac1c\uc124\ud558\uc5ec \ub300\uaddc\ubaa8 \ube44\uc6a9 \ub9ac\ub354\uc2ed\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud5c8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uc7a5\ube44 \uc811\uadfc\uc131\uc740 \uac15\ud654\ub41c \uc218\ucd9c \ud1b5\uc81c \uccb4\uc81c \uc18d\uc5d0\uc11c \uacbd\uc7c1 \uc6b0\uc704\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc9c4\ud654\ud558\ub294 \uaddc\uc81c\uc5d0 \ubd80\ud569\ud558\ub294 \ub3c4\uad6c \ub85c\ub4dc\ub9f5\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uacf5\ub3d9 \uac1c\ubc1c \uacc4\uc57d\uc744 \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc815\ubc00 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c\ub97c \ud544\uc694\ub85c \ud558\ub294 \ud734\uba38\ub178\uc774\ub4dc \ub85c\ubd07\uacfc \uac19\uc740 \ubbf8\uac1c\ucc99 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 R&#038;D \ud22c\uc790\ub97c \uc720\uce58\ud558\uc5ec \ud575\uc2ec \uc2dc\uc7a5\uc744 \ub118\uc5b4\uc120 \uc131\uc7a5 \uae30\ud68c\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 5\uc6d4: \uc778\ud53c\ub2c8\uc5b8\uacfc \uc5d4\ube44\ub514\uc544(NVIDIA)\ub294 AI \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc704\ud55c 800V \uc9c1\ub958 \uc804\ub825 \uacf5\uae09 \uc544\ud0a4\ud14d\ucc98\ub97c \uacf5\ub3d9 \uac1c\ubc1c\ud558\uae30\ub85c \ud569\uc758\ud588\uc73c\uba70, 1MW \uc774\uc0c1\uc758 \ub799 \uc804\ub825\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: \uc778\ud53c\ub2c8\uc5b8\uc740 RDS(on)*A\ub97c 40% \ub0ae\ucd98 \ud2b8\ub80c\uce58 \uae30\ubc18 SiC \uc288\ud37c\uc815\uc158 \uc18c\uc790\ub97c \uacf5\uac1c\ud588\uc73c\uba70, \ud604\ub300\uc790\ub3d9\ucc28\ub97c 800kW \ud2b8\ub799\uc158 \uc778\ubc84\ud130\uc758 \uc8fc\uc694 \uace0\uac1d\uc73c\ub85c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \ub9c8\uc4f0\ub2e4(Mazda)\uc640 ROHM\uc740 2027 \ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0 \uc0c1\uc6a9 \ucd9c\uc2dc\ub97c \ubaa9\ud45c\ub85c GaN \uc804\ub825 \uc18c\uc790 \uacf5\ub3d9 \uac1c\ubc1c\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \uc628\uc138\ubbf8\ub294 \ucf54\ubcf4\uc758 SiC JFET \uc0ac\uc5c5\uc744 1\uc5b5 1,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec EliteSiC \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \uc6b8\ud504\uc2a4\ud53c\ub4dc\ub294 CHIPS Act \uc790\uae08 7\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc640 \uc544\ud3f4\ub85c \uc8fc\ub3c4 \ud22c\uc790\uc790\ub85c\ubd80\ud130 7\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uc5ec SiC \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\ub825 \uc804\uc790 \ud68c\ub85c\uc5d0\uc11c \uc804\uae30 \uc5d0\ub108\uc9c0\ub97c \uc81c\uc5b4\ud558\uace0 \ubcc0\ud658\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc2a4\uc704\uce58 \ub610\ub294 \uc815\ub958\uae30 \uc5ed\ud560\uc744 \ud558\ub294 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uac1c\ubcc4 \uc18c\uc790(discrete), \ubaa8\ub4c8(module), \uc804\ub825 IC(power IC) \ub4f1 \ub2e4\uc591\ud55c \ubd80\ud488\uacfc \uc2e4\ub9ac\ucf58(Si), \ud0c4\ud654\uaddc\uc18c(SiC), \uc9c8\ud654\uac08\ub968(GaN) \ub4f1\uc758 \uc7ac\ub8cc\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \uc81c\ud488 \ud310\ub9e4 \uc218\uc775\uc73c\ub85c \uc815\uc758\ub429\ub2c8\ub2e4. \uc8fc\uc694 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc73c\ub85c\ub294 \uc790\ub3d9\ucc28, \uac00\uc804\uc81c\ud488, IT \ubc0f \ud1b5\uc2e0, \uc0b0\uc5c5 \ubc0f \uc81c\uc870, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ud5ec\uc2a4\ucf00\uc5b4 \uc7a5\ube44 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 2026\ub144 599\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 782\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.46%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc740 \uc804\uae30\ucc28(EV) \ubc0f \ucda9\uc804 \uc778\ud504\ub77c \uc218\uc694 \uae09\uc99d, 5G \uae30\uc9c0\uad6d \ud655\uc0b0, \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uae30\ubc18 \uc804\ub825 \ubcc0\ud658 \uae30\uc220 \ubc1c\uc804, \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ubaa8\ud130 \uad6c\ub3d9 \uc7a5\uce58 \uc5c5\uadf8\ub808\uc774\ub4dc, \uace0\uace0\ub3c4 \ud50c\ub7ab\ud3fc(HAPS) \ubc0f \uc804\uc804\uae30 \ud56d\uacf5\uae30 \ud30c\uc6cc\ud2b8\ub808\uc778 \uac1c\ubc1c, \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 2\/3\ub95c \uc804\uae30\ucc28 \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98 \ubc1c\uc804 \ub4f1\uc785\ub2c8\ub2e4. \ubc18\uba74, \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uacf5\uae09 \ubd80\uc871 \uc8fc\uae30, \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \uc18c\uc790\uc758 \ub192\uc740 \ube44\uc6a9 \ubc0f \uc124\uacc4 \ubcf5\uc7a1\uc131, \uace0\ubc00\ub3c4 EV \uc778\ubc84\ud130\uc758 \uc5f4\uc801 \ud55c\uacc4, GaN \uc5d0\ud53c\ud0dd\uc2dc \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ubd80\ud488\ubcc4(\uac1c\ubcc4 \uc18c\uc790, \ubaa8\ub4c8, \uc804\ub825 IC), \uc7ac\ub8cc\ubcc4(\uc2e4\ub9ac\ucf58, \ud0c4\ud654\uaddc\uc18c(SiC), \uc9c8\ud654\uac08\ub968(GaN)), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4, \uadf8\ub9ac\uace0 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \ud0dc\uc591\uad11 \ubc1c\uc804 \ubc0f \uc800\uc7a5 \uc7a5\uce58 \ubc30\uce58\ub97c \uc911\uc2ec\uc73c\ub85c 2031\ub144\uae4c\uc9c0 7.21%\uc758 CAGR\ub85c \uac00\uc7a5 \ub192\uc740 \uc99d\ubd84 \uc218\uc775\uc744 \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud0c4\ud654\uaddc\uc18c(SiC) \ubc0f \uc9c8\ud654\uac08\ub968(GaN)\uc740 \uc2e4\ub9ac\ucf58 \ub300\ube44 \ub354 \ube60\ub978 \uc2a4\uc704\uce6d \uc18d\ub3c4, \ub192\uc740 \uc804\uc555 \ucc98\ub9ac \ub2a5\ub825, \ub0ae\uc740 \uc5f4 \uc190\uc2e4 \ud2b9\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \uacbd\ub7c9 \uc778\ubc84\ud130, \uace0\uc18d \ucda9\uc804\uae30, \uace0\uc8fc\ud30c \ud1b5\uc2e0 \uc7a5\ube44 \uad6c\ud604\uc5d0 \uae30\uc5ec\ud558\uba70 \uadf8 \uc911\uc694\uc131\uc774 \uc99d\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 51.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uae30\ud310\ubd80\ud130 \uc870\ub9bd\uae4c\uc9c0 \uac00\uc7a5 \uc644\ubcbd\ud55c \uacf5\uae09\ub9dd\uc744 \ubcf4\uc720\ud558\uc5ec \uc804\ub825 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c\ub294 CHIPS Act\uc5d0 \ub530\ub978 500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc5f0\ubc29 \uc778\uc13c\ud2f0\ube0c\uac00 Wolfspeed, Bosch \ub4f1 \uae30\uc5c5\uc758 \uc2e0\uaddc \ud339 \uac74\uc124\uc744 \uc9c0\uc6d0\ud558\uba70, 2027\ub144\uae4c\uc9c0 \uc9c0\uc5ed \uc7a5\ube44 \ud22c\uc790\uac00 \ub450 \ubc30\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 Infineon Technologies, Texas Instruments, STMicroelectronics, NXP Semiconductors, ON Semiconductor, Renesas Electronics \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uae30\uc5c5 \ud504\ub85c\ud544\uc774 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \uc804\ub825 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc758 \uc804\ub825 \ud6a8\uc728 \ubc0f \uc131\ub2a5 \ud5a5\uc0c1 \uc694\uad6c\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \uc774\ub8f0 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\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-51705","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\/51705"}],"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=51705"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/51705\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=51705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=51705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=51705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}