{"id":54078,"date":"2026-02-23T20:34:00","date_gmt":"2026-02-23T20:34:00","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/sic-wafer-market-mordor\/"},"modified":"2026-10-02T12:25:29","modified_gmt":"2026-10-02T03:25:29","slug":"sic-wafer-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/sic-wafer-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/sic-wafer-market-1724401797799-SiC-Wafer-Market-ML.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\/sic-wafer-market-size-image-1771002699908.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 EV \ubcf4\uae09\ub960 \uc99d\uac00 \ubc0f 800V \ucc28\ub7c9 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.2 800V \ucda9\uc804 \uc778\ud504\ub77c\uc758 \ube60\ub978 \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.3 Si \ub300\ube44 \uace0\uc628, \uace0\uc8fc\ud30c \uc131\ub2a5 \uc6b0\uc704<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc911\uad6d \ub0b4 \uc218\uc9c1 \ud1b5\ud569\ud615 SiC \uacf5\uae09\ub9dd\uc758 \ucd9c\ud604<\/li>\n<li class=\"toc-level-3\">4.2.6 \uacb0\ud568 \ubc00\ub3c4\ub97c \ub0ae\ucd94\ub294 \uc0c8\ub85c\uc6b4 200mm \ubc8c\ud06c \uc131\uc7a5 \uae30\uc220 \ud601\uc2e0<\/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 200mm \uae30\ud310\uc758 \uc81c\ud55c\ub41c \uac00\uc6a9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud328\ud0a4\uc9d5\uc73c\ub85c \uc778\ud55c \uc5f4-\uae30\uacc4\uc801 \uc2a4\ud2b8\ub808\uc2a4<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \uacb0\uc815 \uc131\uc7a5 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">4.3.4 SiC \ucee4\ud504 \ud3d0\uae30\ubb3c \uc7ac\ud65c\uc6a9 \ubb38\uc81c<\/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 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/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 \uc6e8\uc774\ud37c \uc9c1\uacbd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 4\uc778\uce58 \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.1.2 6\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.1.3 8\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.1.4 12\uc778\uce58 \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc804\ub3c4\uc131 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 N\ud615 \uc804\ub3c4\uc131<\/li>\n<li class=\"toc-level-3\">5.2.2 \ubc18\uc808\uc5f0\uc131<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc804\ub825 \uc804\uc790<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubb34\uc120 \uc8fc\ud30c\uc218 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.3.3 \uad11\uc804\uc790 \ubc0f LED<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/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 \uc790\ub3d9\ucc28 \ubc0f \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc2e0\uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uc800\uc7a5<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c \ubc0f UPS<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.6 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uacb0\uc815 \uc131\uc7a5 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubb3c\ub9ac\uc801 \uae30\uc0c1 \uc218\uc1a1 (PVT)<\/li>\n<li class=\"toc-level-3\">5.5.2 \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29 (CVD)<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc218\uc815\ub41c \ub810\ub9ac \uc2b9\ud654<\/li>\n<li class=\"toc-level-3\">5.5.4 \uae30\ud0c0 \uae30\uc220<\/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-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \uc601\uad6d<\/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 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \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 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.5.1.3 \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 \ud589\ubcf4<\/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 \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\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 \uc0ac\ud56d \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Wolfspeed Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Coherent Corp.<\/li>\n<li class=\"toc-level-3\">6.4.3 Xiamen Powerway Advanced Material Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.5 Resonac Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Atecom Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 SK Siltron Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 SiCrystal GmbH<\/li>\n<li class=\"toc-level-3\">6.4.9 Tankeblue Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Semiconductor Wafer Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 GlobalWafers Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Sanan Optoelectronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 ROHM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.15 onsemi Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Mitsubishi Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.17 Hebei Synlight Crystal Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Guangdong TySiC Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 EpiWorld International Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Hench Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 TYSTC Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.22 ProChip Moissic Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.23 Dow Silicon Carbide LLC<\/li>\n<li class=\"toc-level-3\">6.4.24 Fraunhofer IISB (SiC Foundry)<\/li>\n<li class=\"toc-level-3\">6.4.25 Nippon Steel &amp; Sumitomo Metal SiC Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.26 LPE S.p.A.<\/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>\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uac1c\uc694: 2026-2031\ub144 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \ub3d9\ud5a5 \ubc0f \uc810\uc720\uc728\uc744 \ubd84\uc11d\ud558\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc131\uc7a5 \uc804\ub9dd\uc744 \uc0c1\uc138\ud788 \uc81c\uc2dc\ud569\ub2c8\ub2e4. SiC \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 800V \ucc28\ub7c9 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658, \uc0b0\uc5c5\uc6a9 \uc804\ub825 \uc804\uc790\uc758 \uad11\ub300\uc5ed \uac2d(wide-band-gap) \uae30\uc220 \ucc44\ud0dd, \uadf8\ub9ac\uace0 \uc2e0\uaddc \uc81c\uc870 \ub77c\uc778\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uacb0\uc815 \uc131\uc7a5 \uc218\uc728\uc758 \uafb8\uc900\ud55c \uac1c\uc120, 8\uc778\uce58 \uae30\ud310\uc758 \uac00\uc6a9\uc131 \ud655\ub300, \ud6a8\uc728\uc801\uc778 \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00 \ub610\ud55c \uc2dc\uc7a5 \ud655\ub300\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>2026\ub144 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 11.8\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 21.7%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 31.5\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2024\ub144 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc218\uc9c1 \ud1b5\ud569\ub41c \uc0dd\ud0dc\uacc4\ub97c \ubc14\ud0d5\uc73c\ub85c \uc0c1\ub958 \ubc0f \ud558\ub958 \ubd80\ubb38\uc758 \ud22c\uc790\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub294 \uc5ec\uc804\ud788 \uc8fc\uc694 \uacbd\uc7c1 \ud544\ud130\ub85c \uc791\uc6a9\ud558\uc9c0\ub9cc, \uacb0\ud568 \uac10\uc18c, \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c\ub9c1, \ub0b4\ubd80 \uacf5\uae09\ub9dd \uad00\ub9ac\uc5d0 \ub2a5\uc219\ud55c \uae30\uc5c5\ub4e4\uc740 SiC \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc774 \uace0\uc628 \ubc0f \uace0\uc8fc\ud30c \uc791\ub3d9 \ud658\uacbd\uc5d0\uc11c \uae30\uc874 \uc2e4\ub9ac\ucf58\uc744 \ub2a5\uac00\ud568\uc5d0 \ub530\ub77c \ub2e4\uc74c \uc218\uc694 \ubb3c\uacb0\uc744 \ud3ec\ucc29\ud560 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc804\uae30\ucc28(EV) \ubcf4\uae09 \ud655\ub300 \ubc0f 800V \ucc28\ub7c9 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658: \ud14c\uc2ac\ub77c \ubaa8\ub378 S \ud50c\ub808\uc774\ub4dc, \ud604\ub300 \uc544\uc774\uc624\ub2c9 5, \uae30\uc544 EV6 \ub4f1 800V \uc2dc\uc2a4\ud15c\uc744 \ucc44\ud0dd\ud55c \uc804\uae30\ucc28 \ubaa8\ub378\uc774 \ub300\uaddc\ubaa8\ub85c \ucd9c\uc2dc\ub418\uba74\uc11c \ucda9\uc804 \uc2dc\uac04\uc774 20\ubd84 \ubbf8\ub9cc\uc73c\ub85c \ub2e8\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uace0\uc804\uc555 \uc544\ud0a4\ud14d\ucc98\ub294 \ub192\uc740 \uc5f4 \ubc0f \uc804\uae30\uc801 \uc2a4\ud2b8\ub808\uc2a4\ub97c \uacac\ub51c \uc218 \uc788\ub294 \uc804\ub825 MOSFET\uc744 \uc694\uad6c\ud558\uba70, SiC\ub294 \uc2e4\ub9ac\ucf58\ubcf4\ub2e4 10\ubc30 \ub192\uc740 \uc784\uacc4 \uc804\uae30\uc7a5\uacfc 3\ubc30 \ub192\uc740 \uc5f4\uc804\ub3c4\uc728\ub85c \uc774\ub7ec\ud55c \uc694\uad6c\ub97c \ucda9\uc871\ud569\ub2c8\ub2e4. \uc774\ub294 \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubc0f \uc628\ubcf4\ub4dc \ucda9\uc804\uae30 \ubd84\uc57c\uc5d0\uc11c SiC \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc6e8\uc774\ud37c \ube44\uc6a9 \ud558\ub77d\uacfc \uacf5\uae09\ub9dd \uc131\uc219\uc73c\ub85c \uc778\ud574 \uc8fc\ub958 EV \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \ud655\uc0b0\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   800V \ucda9\uc804 \uc778\ud504\ub77c\uc758 \uae09\uc18d\ud55c \uad6c\ucd95: \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 350kW \ucda9\uc804\uc18c\uc5d0\uc11c \ubcc0\ud658 \uc190\uc2e4\uc744 \ucd5c\uc18c\ud654\ud558\uae30 \uc704\ud574 SiC\ub97c \uc120\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Electrify America \ubc0f \uc720\ub7fd\uc758 IONITY\uc640 \uac19\uc740 \uc8fc\uc694 \ucda9\uc804\uc18c\ub294 SiC \uae30\ubc18 \uc815\ub958\uae30 \ubc0f DC-DC \ubaa8\ub4c8\uc744 \ud1b5\ud569\ud558\uc5ec \uc2e4\ub9ac\ucf58 \ub300\ube44 \ub192\uc740 \uc804\ub825 \ubc00\ub3c4\uc640 \ub0ae\uc740 \uc5f4 \ubc29\ucd9c\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uac00 800V \ud50c\ub7ab\ud3fc\uc744 \ucc44\ud0dd\ud558\ub3c4\ub85d \uc7a5\ub824\ud558\ub294 \uc120\uc21c\ud658 \uad6c\uc870\ub97c \ud615\uc131\ud558\uba70, \ucc28\ub7c9, \ucda9\uc804\uae30, \uadf8\ub9ac\ub4dc \uc778\ud130\ud398\uc774\uc2a4 \uc7a5\ube44\ub97c \uc544\uc6b0\ub974\ub294 \uc0dd\ud0dc\uacc4\ub294 \uc6e8\uc774\ud37c \ubb3c\ub7c9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc5d0\ub108\uc9c0 \ud6a8\uc728 \uc808\uac10\uc744 \ud1b5\ud574 \ub124\ud2b8\uc6cc\ud06c \uc6b4\uc601\uc5c5\uccb4\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc2e4\ub9ac\ucf58 \ub300\ube44 \uace0\uc628, \uace0\uc8fc\ud30c \uc131\ub2a5 \uc6b0\uc704: SiC \uc804\uc790\ub294 NASA \ud56d\uacf5\uc6b0\uc8fc \uc2dc\ud5d8\uc5d0\uc11c 500\u00b0C\uc5d0 \uac00\uae4c\uc6b4 \uc811\ud569 \uc628\ub3c4\uc5d0\uc11c\ub3c4 \uae30\ub2a5\uc744 \uc720\uc9c0\ud55c \ubc18\uba74, \uc2e4\ub9ac\ucf58 \uc7a5\uce58\ub294 \ud6e8\uc52c \ub0ae\uc740 \uc628\ub3c4\uc5d0\uc11c \uace0\uc7a5 \ub0ac\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c\ub294 100kHz \uc774\uc0c1\uc73c\ub85c \uc2a4\uc704\uce6d\ud558\ub294 SiC \ubaa8\ub4c8\uc744 \ucc44\ud0dd\ud558\uc5ec \uc218\ub3d9 \ubd80\ud488\uc758 \ud06c\uae30\uc640 \uc2dc\uc2a4\ud15c \ubb34\uac8c\ub97c \uc904\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uace0\uc628 \ubc0f \uace0\uc8fc\ud30c \uc131\ub2a5\uc740 \ud2b8\ub799\uc158, \uc7ac\uc0dd \uc5d0\ub108\uc9c0, \ud639\ub3c5\ud55c \ud658\uacbd \uc804\uc790\uc81c\ud488 \ubd84\uc57c\uc758 \uc124\uacc4 \ubc94\uc704\ub97c \ud655\uc7a5\ud558\uc5ec \uc5ec\ub7ec \uc218\uc9c1 \uc2dc\uc7a5\uc5d0\uc11c SiC \uc6e8\uc774\ud37c \uc218\uc694\ub97c \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uad11\ub300\uc5ed \uac2d \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: CHIPS Act\uc640 \uac19\uc740 \ubc95\uc548\uc740 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc5ed\ub7c9 \uac15\ud654\ub97c \uc704\ud574 520\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc73c\uba70, \uc5ec\uae30\uc5d0\ub294 \uad11\ub300\uc5ed \uac2d \uc7ac\ub8cc \ub77c\uc778\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc790\ubcf8 \ubcf4\uc870\uae08 \ubc0f \uc138\uae08 \uacf5\uc81c\ub294 \uac1c\ub2f9 5\ucc9c\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc774 \uc18c\uc694\ub420 \uc218 \uc788\ub294 \uc2e0\uaddc \uacb0\uc815 \uc131\uc7a5\ub85c \ubc0f \ud6c4\ubc29 \uc5d0\ud53c\ud0dd\uc2dc \ubc0f \uc7a5\uce58 \uc81c\uc870\uc5d0 \ub300\ud55c \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uc5f0\ud569\uc758 \uc720\uc0ac\ud55c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \ub300\uaddc\ubaa8 \ud655\uc7a5\uc758 \uc704\ud5d8\uc744 \ub354\uc6b1 \uc904\uc5ec SiC \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 \uacf5\uae09 \uc548\uc815\uc131\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc804\ub7b5\uc801 \uc790\uc728\uc131 \ubaa9\ud45c\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   200mm \uae30\ud310\uc758 \uc81c\ud55c\ub41c \uac00\uc6a9\uc131: 200mm \ubd88(boule)\uc758 \uacb0\uc815 \uc131\uc7a5 \uc8fc\uae30\ub294 \uc885\uc885 200\uc2dc\uac04\uc744 \ucd08\uacfc\ud558\uba70 150mm \uc6e8\uc774\ud37c\ubcf4\ub2e4 \ub192\uc740 \uacb0\ud568 \ubc00\ub3c4\ub97c \ubcf4\uc5ec, \uc790\ub3d9\ucc28 \ub4f1\uae09 \uae30\ud310\uc758 \uacf5\uae09\uc744 \uc81c\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc728 \uc800\ud558\ub294 \uc6e8\uc774\ud37c \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP)\uc744 \uc0c1\uc2b9\uc2dc\ud0a4\uace0 \ub354 \ud070 \uc9c1\uacbd\uc73c\ub85c\uc758 \uc124\uacc4 \uc804\ud658\uc744 \uc9c0\uc5f0\uc2dc\ud0b5\ub2c8\ub2e4. \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uaca9\ucc28\ub97c \uc904\uc774\uae30 \uc704\ud574 \uace0\uae09 \ud604\uc7a5 \ubaa8\ub2c8\ud130\ub9c1 \ubc0f \uc2dc\ub4dc \uacb0\uc815 \ucd5c\uc801\ud654\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc9c0\ub9cc, \ub2e8\uae30\uc801\uc778 \uacf5\uae09 \ubd80\uc871\uc740 \ud2b9\ud788 \uc5c4\uaca9\ud55c \ud488\uc9c8 \uae30\uc900\uc744 \uc694\uad6c\ud558\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 SiC \uc6e8\uc774\ud37c \ucd9c\ud558\ub7c9 \uc99d\uac00\ub97c \uacc4\uc18d \uc81c\ud55c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud328\ud0a4\uc9d5\uc73c\ub85c \uc778\ud55c \uc5f4-\uae30\uacc4\uc801 \uc2a4\ud2b8\ub808\uc2a4: SiC\uc758 \ub0ae\uc740 \uc5f4\ud33d\ucc3d \uacc4\uc218\uc640 \uae30\uc874 \uc194\ub354 \ub610\ub294 \uae30\ud310 \uc7ac\ub8cc \uac04\uc758 \ubd88\uc77c\uce58\ub294 -40\u00b0C\uc5d0\uc11c 150\u00b0C\uc5d0 \uc774\ub974\ub294 \uc5f4 \uc0ac\uc774\ud074\ub9c1 \ub3d9\uc548 \uc751\ub825 \uc9d1\uc911\uc744 \uc720\ubc1c\ud569\ub2c8\ub2e4. \uc720\ud55c \uc694\uc18c \uc2dc\ubbac\ub808\uc774\uc158\uc5d0 \ub530\ub974\uba74 \uc811\ud569\ubd80\uc640 \ubca0\uc774\uc2a4 \ud50c\ub808\uc774\ud2b8 \uc7ac\ub8cc\uc758 \ud33d\ucc3d\ub960\uc774 \ub2e4\ub97c \uacbd\uc6b0 \ubaa8\ub4c8 \uc218\uba85\uc774 30-40% \uac10\uc18c\ud558\ub294 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5 \uace0\uac1d\ub4e4\uc740 \ub354 \uae34 \uc218\uba85\uc758 \ud328\ud0a4\uc9c0\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc740 \uc18c\uacb0, SiN \uc9c1\uc811 \uc811\ud569 \uad6c\ub9ac, \uc2e0\uaddc \uc138\ub77c\ubbf9 \ubca0\uc774\uc2a4 \ud50c\ub808\uc774\ud2b8 \uac1c\ubc1c\uc744 \ucd09\uc9c4\ud558\uc5ec \ubaa8\ub4c8 \ube44\uc6a9\uacfc \ubcf5\uc7a1\uc131\uc744 \uc810\uc9c4\uc801\uc73c\ub85c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \uacb0\uc815 \uc131\uc7a5 \uc7a5\ube44: \uacb0\uc815 \uc131\uc7a5 \uc7a5\ube44\ub294 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc2e0\uaddc \uc2dc\uc7a5 \uc9c4\uc785\uc790\uc5d0\uac8c \uc0c1\ub2f9\ud55c \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc6e8\uc774\ud37c \uc9c1\uacbd: 2025\ub144\uc5d0\ub294 6\uc778\uce58 \uae30\ud310\uc774 53.75%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 8\uc778\uce58 \uae30\ud310\uc740 2031\ub144\uae4c\uc9c0 28.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \ubc0f PV \uc778\ubc84\ud130\uc5d0\uc11c \uc554\ud398\uc5b4\ub2f9 \ube44\uc6a9 \uc6b0\uc704\ub97c \uc810\ud560 \uac83\uc785\ub2c8\ub2e4. 8\uc778\uce58 \uc6e8\uc774\ud37c\ub294 \ub2e4\uc774 \ucd9c\ub825\uc744 \ucd5c\ub300 2.2\ubc30 \uc99d\uac00\uc2dc\ud0ac \uc218 \uc788\uc5b4 \uc218\uc728\uc774 \uac1c\uc120\ub428\uc5d0 \ub530\ub77c \ube44\uc6a9 \uace1\uc120\uc744 \ub354\uc6b1 \ub0ae\ucd9c \uc218 \uc788\uc2b5\ub2c8\ub2e4. 4\uc778\uce58 \ubbf8\ub9cc \ud615\uc2dd\uc740 \uace0\uc804\uc555 \uc790\ub3d9\ucc28 \ub610\ub294 \uadf8\ub9ac\ub4dc \ubaa8\ub4c8\ub85c\uc758 R&#038;D \uc804\ud658\uc73c\ub85c \uc778\ud574 \uacc4\uc18d \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\ub3c4\uc131 \uc720\ud615: N-\ud0c0\uc785 \uc804\ub3c4\uc131 \uc6e8\uc774\ud37c\ub294 2025\ub144 SiC \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 68.12%\ub97c \ucc28\uc9c0\ud558\uba70 \uc804\ub825 MOSFET, \ub2e4\uc774\uc624\ub4dc, \uc1fc\ud2b8\ud0a4 \uc7a5\uce58\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ubc18\uba74, \ubc18\uc808\uc5f0 \uae30\ud310\uc740 5G \uae30\uc9c0\uad6d, \ub808\uc774\ub354, \uc704\uc131 \ud398\uc774\ub85c\ub4dc\uc758 RF \ubc0f \ub9c8\uc774\ud06c\ub85c\uc6e8\uc774\ube0c \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 23.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \uc804\ub825 \uc804\uc790\ub294 EV \ud2b8\ub799\uc158 \uc778\ubc84\ud130, PV \uc778\ubc84\ud130, \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c \ub355\ubd84\uc5d0 2025\ub144 \ub9e4\ucd9c\uc758 46.85%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. RF \uc7a5\uce58\ub294 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\ub4e4\uc774 \uace0\uc804\ub825, \uace0\uc8fc\ud30c \uc99d\ud3ed\uae30\ub97c \uc694\uad6c\ud558\ub294 5G \ubc0f \ucd08\uae30 6G \ucd9c\uc2dc\ub97c \uac00\uc18d\ud654\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 24.1%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5: \uc790\ub3d9\ucc28 \ubc0f EV\ub294 \uc804 \uc138\uacc4\uc801\uc778 \ud0c4\uc18c \ubc30\ucd9c \uc81c\ub85c \ubaa9\ud45c\uc640 \ubc30\ud130\ub9ac \ud329 \uc804\uc555 \uc0c1\uc2b9\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 51.65%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uc800\uc7a5 \ubd84\uc57c\ub294 SiC MOSFET\uc744 \uc0ac\uc6a9\ud558\ub294 \uc778\ubc84\ud130\uac00 99% \uc774\uc0c1\uc758 \ud6a8\uc728\uc744 \ub2ec\uc131\ud558\uc5ec \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825 \ubc1c\uc804\uc18c\uc758 \uc5d0\ub108\uc9c0 \uc190\uc2e4\uc744 \uc904\uc784\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 25.1%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uacb0\uc815 \uc131\uc7a5 \uae30\uc220: PVT(Physical Vapor Transport)\ub294 \uacbd\uc7c1\ub825 \uc788\ub294 \ube44\uc6a9\uc73c\ub85c \uacac\uace0\ud55c \ubd88(boule)\uc744 \uc81c\uacf5\ud558\uc5ec 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 71.02%\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud654\ud559 \uae30\uc0c1 \uc99d\ucc29(CVD)\uc740 \uc5d0\ud53c\ud0dd\uc2dc \uce35\uc774 \uc6b0\uc218\ud55c \uade0\uc77c\uc131\uacfc \ub0ae\uc740 \ubd88\uc21c\ubb3c \ubc00\ub3c4\ub97c \ub098\ud0c0\ub0b4\uba74\uc11c 2031\ub144\uae4c\uc9c0 23.4%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 62.95%\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 22.8%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\ub41c \uc0dd\ud0dc\uacc4\ub294 \uc0c1\ub958 \ubc0f \ud558\ub958 \ud22c\uc790\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubd81\ubbf8: \ub9ac\uc1fc\uc5b4\ub9c1 \uc778\uc13c\ud2f0\ube0c\uc640 \uc2ec\uce35\uc801\uc778 EV \uc0dd\ud0dc\uacc4\uc5d0 \ud798\uc785\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. Wolfspeed\uc758 Mohawk Valley \ud339\uc740 200mm \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc744 \ud655\ub300\ud588\uc73c\uba70, Tesla\ub294 \ub300\uaddc\ubaa8 SiC \ud2b8\ub799\uc158 \uc778\ubc84\ud130\ub97c \uac80\uc99d\ud558\uc5ec \uc9c0\uc5ed \uacf5\uae09 \uacc4\uc57d\uc744 \ucd09\uc9c4\ud588\uc2b5\ub2c8\ub2e4. OnSemi\ub294 \uccb4\ucf54\uc5d0 \ucd5c\ub300 20\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec SiC \uc0dd\uc0b0\uc744 \uc218\uc9c1 \ud1b5\ud569\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: \uadf8\ub9b0 \ub51c(Green Deal) \uc804\ub825\ud654 \uc815\ucc45\uacfc \uac15\ub825\ud55c \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc744 \uae30\ubc18\uc73c\ub85c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. Infineon\uc740 \uc624\uc2a4\ud2b8\ub9ac\uc544\uc640 \ub3c5\uc77c\uc5d0\uc11c \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub824 Porsche \ubc0f Audi\uc758 800V \ud50c\ub7ab\ud3fc\uc5d0 \uacf5\uae09\ud558\uba70 \ud488\uc9c8\uacfc \uc2e0\ub8b0\uc131\uc744 \uac15\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. STMicroelectronics\ub294 Catania \uacf5\uc7a5\uc744 \ud655\uc7a5\ud558\uc5ec EU \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ubaa9\ud45c\uc5d0 \ubd80\ud569\ud558\ub294 \ud604\uc9c0 \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>SiC \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 Wolfspeed, Coherent, STMicroelectronics\uac00 \uc120\ub450\ub97c \ucc28\uc9c0\ud558\uace0 \uc911\uad6d \uae30\uc5c5\ub4e4\uc774 \uad6d\uac00 \uc9c0\uc6d0\uc744 \ud1b5\ud574 \ubb3c\ub7c9\uc744 \ub298\ub9ac\uba74\uc11c \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uacb0\uc815 \uc131\uc7a5 \ub77c\uc778\ub2f9 5\ucc9c\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc758 \ub192\uc740 \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc740 \uc18c\uaddc\ubaa8 \uc2a4\ud0c0\ud2b8\uc5c5\uc758 \uc9c4\uc785\uc744 \uc5b4\ub835\uac8c \ud558\uace0 \ud1b5\ud569\uc744 \ucd09\uc9c4\ud588\uc2b5\ub2c8\ub2e4. Sanan Optoelectronics \ubc0f Tankeblue Semiconductor\uc640 \uac19\uc740 \uc218\uc9c1 \ud1b5\ud569 \ubaa8\ub378\uc740 \uc6d0\ub8cc \ubd88(boule)\ubd80\ud130 \uc644\uc81c\ud488 \uc7a5\uce58\uae4c\uc9c0 \uc544\uc6b0\ub974\uba70 \uac00\uce58 \uc0ac\uc2ac \uc804\ubc18\uc5d0\uc11c \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\uad6c \uae30\uc5c5\ub4e4\uc740 \uacb0\ud568 \ubc00\ub3c4, \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/p>\n<p>\ud56d\uacf5\uc6b0\uc8fc, \uc9c0\uc5f4 \uc2dc\ucd94, \ucc28\uc138\ub300 \uae30\uad00\ucc28 \ud2b8\ub799\uc158\uacfc \uac19\uc774 \uadf9\ud55c\uc758 \uc628\ub3c4 \ub0b4\uc131\uc774 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ud615\uc131\ud558\ub294 \ud2c8\uc0c8 \uc2dc\uc7a5 \uae30\ud68c\uac00 \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4. SGL Carbon\uacfc \uac19\uc740 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub294 \ud751\uc5f0 \uc11c\uc149\ud130 \uc0dd\uc0b0\ub7c9\uc744 \uc5f0\uac04 30% \uc774\uc0c1 \ud655\ub300\ud558\uc5ec \uc6a9\uad11\ub85c OEM\uc744 \uc704\ud55c \ubd80\ud488 \uc5f0\uc18d\uc131\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud56b\uc874 \uc124\uacc4, \uacb0\ud568 \ub9e4\ud551, \uc6e8\uc774\ud37c \uc5d0\uc9c0 \ud328\uc2dc\ubca0\uc774\uc158 \ubd84\uc57c\uc758 \ud2b9\ud5c8 \ucd9c\uc6d0\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c \ub2e8\uc21c\ud55c \uc0dd\uc0b0 \ub2a5\ub825\ubcf4\ub2e4\ub294 \uc218\uc728 \ud5a5\uc0c1\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \ud601\uc2e0 \uacbd\uc7c1\uc774 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4.<\/p>\n<p>2025\ub144 \uc911\ubc18\uae4c\uc9c0 Infineon\uacfc Wolfspeed \uac04\uc758 \ub2e4\ub144\uac04 \uacf5\uae09 \uacc4\uc57d\uc740 150mm \uc6e8\uc774\ud37c \ubb3c\ub7c9\uc744 \ud655\ubcf4\ud558\uc5ec \uc7ac\ub8cc \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc801 \ud611\ub825\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc6e8\uc774\ud37c\uc640 \uc644\uc81c\ud488 \ubaa8\ub4c8\uc744 \uacb0\ud569\ud55c \ubc88\ub4e4 \uac00\uaca9\uc73c\ub85c \ub300\uc751\ud558\uba70 \uacbd\uc7c1 \uc555\ub825\uc744 \uc99d\ud3ed\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud504\ub9ac\ubbf8\uc5c4 \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd80\ubb38\uc740 \uc5ec\uc804\ud788 \uac80\uc99d\ub41c \uc11c\uad6c \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc758\uc874\ud558\uc5ec \uc774\uc911 \uc2dc\uc7a5 \uacc4\uce35\ud654\ub97c \ub098\ud0c0\ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 9\uc6d4: Wolfspeed, Inc.\ub294 200mm SiC \uc18c\uc7ac \uc81c\ud488\uc744 \uacf5\uc2dd \ucd9c\uc2dc\ud558\uba70 \uc2e4\ub9ac\ucf58\uc5d0\uc11c SiC\ub85c\uc758 \uc0b0\uc5c5 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\ub294 \ub370 \uc911\uc694\ud55c \ubc1c\uac78\uc74c\uc744 \ub0b4\ub514\ub3a0\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: \uc2f1\uac00\ud3ec\ub974\ub294 \uc0c8\ub85c\uc6b4 8\uc778\uce58(200mm) SiC \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub77c\uc778\uc744 \uac00\ub3d9\ud558\uc5ec \uc5ed\ub3d9\uc801\uc778 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0\uc11c \uc785\uc9c0\ub97c \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: \uc601\uad6d \uc720\uc77c\uc758 \uc0c1\uc5c5\uc6a9 SiC \uc6e8\uc774\ud37c \ud339\uc778 Clas-SiC\ub294 \uccb8\ub098\uc774\uc758 Archean Chemical Industries\ub85c\ubd80\ud130 1,200\ub9cc \ud30c\uc6b4\ub4dc\uc758 \ud22c\uc790\ub97c \uc720\uce58\ud558\uc5ec \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \uae30\uc220 \uac1c\ucc99\uc5d0 \ud65c\uc6a9\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<br \/>\n*   2024\ub144 6\uc6d4: OnSemi\ub294 EV, \uc7ac\uc0dd \uc5d0\ub108\uc9c0, \ub370\uc774\ud130 \uc13c\ud130 \uc218\uc694\ub97c \ubaa9\ud45c\ub85c \uccb4\ucf54\uc5d0 \ucd5c\ub300 20\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \uc218\uc9c1 \ud1b5\ud569 SiC \uc81c\uc870 \uc2dc\uc124\uc744 \uad6c\ucd95\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>SiC\ub294 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ud654\ud569\ubb3c \uae30\ubc18\uc758 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ubc18\ub3c4\uccb4 \uc18c\uc7ac\ub85c, \ub6f0\uc5b4\ub09c \uae30\uacc4\uc801, \ud654\ud559\uc801, \uc5f4\uc801 \uc548\uc815\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 SiC \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \ud604\ud669\uacfc \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 2026\ub144 11.8\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 31.5\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c\ub294 \uc804\uae30\ucc28(EV) \ubcf4\uae09 \ud655\ub300 \ubc0f 800V \ucc28\ub7c9 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654, 800V \ucda9\uc804 \uc778\ud504\ub77c\uc758 \uae09\uc18d\ud55c \uad6c\ucd95\uc774 \uaf3d\ud799\ub2c8\ub2e4. SiC\ub294 \uc2e4\ub9ac\ucf58(Si) \ub300\ube44 \uace0\uc628 \ubc0f \uace0\uc8fc\ud30c \ud658\uacbd\uc5d0\uc11c \uc6b0\uc218\ud55c \uc131\ub2a5\uc744 \ubc1c\ud718\ud558\uba70, \uc774\ub294 \uc804\ub825 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \ubc18\ub3c4\uccb4 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uc640 \uc911\uad6d \ub0b4 \uc218\uc9c1 \ud1b5\ud569\ud615 SiC \uacf5\uae09\ub9dd\uc758 \ubd80\uc0c1\ub3c4 \uc2dc\uc7a5 \ud655\ub300\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, 200mm \ubc8c\ud06c \uc131\uc7a5 \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c \uacb0\ud568 \ubc00\ub3c4\uac00 \ub0ae\uc544\uc9c0\ub294 \ud601\uc2e0\uc801\uc778 \uc131\uacfc\uac00 \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 200mm \uae30\ud310\uc758 \uc81c\ud55c\uc801\uc778 \uac00\uc6a9\uc131, \ud328\ud0a4\uc9d5\uc73c\ub85c \uc778\ud55c \uc5f4-\uae30\uacc4\uc801 \uc2a4\ud2b8\ub808\uc2a4 \ubc1c\uc0dd, \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \uacb0\uc815 \uc131\uc7a5 \uc7a5\ube44, SiC \ucee4\ud504 \ud3d0\uae30\ubb3c \uc7ac\ud65c\uc6a9\uc758 \uc5b4\ub824\uc6c0 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, 200mm \uae30\ud310\uc758 \uacf5\uae09 \ubd80\uc871\uacfc \uc7a5\uae30\uc801\uc778 \uc18c\uc790 \uc2e0\ub8b0\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ud328\ud0a4\uc9d5 \uad00\ub828 \uc5f4-\uae30\uacc4\uc801 \uc2a4\ud2b8\ub808\uc2a4\ub294 \ub2e8\uae30\uc801\uc778 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc6e8\uc774\ud37c \uc9c1\uacbd(4\uc778\uce58 \ubbf8\ub9cc, 6\uc778\uce58, 8\uc778\uce58, 12\uc778\uce58 \uc774\uc0c1), \uc804\ub3c4\uc131 \uc720\ud615(N-\ud0c0\uc785 \uc804\ub3c4\uc131, \ubc18\uc808\uc5f0\uc131), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc804\ub825 \uc804\uc790, \ubb34\uc120 \uc8fc\ud30c\uc218 \uc7a5\uce58, \uad11\uc804\uc790 \ubc0f LED \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc790\ub3d9\ucc28 \ubc0f \uc804\uae30\ucc28, \uc2e0\uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uc800\uc7a5, \ud1b5\uc2e0, \uc0b0\uc5c5\uc6a9 \ubaa8\ud130 \ub4dc\ub77c\uc774\ube0c \ubc0f UPS, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \ub4f1), \uacb0\uc815 \uc131\uc7a5 \uae30\uc220(PVT, CVD, Modified Lely \uc2b9\ud654 \ub4f1) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud2b9\ud788, 8\uc778\uce58 SiC \uc6e8\uc774\ud37c \ubd80\ubb38\uc740 \ub2e4\uc774\ub2f9 \ube44\uc6a9 \uc808\uac10 \ubc0f \uc0dd\uc0b0\ub7c9 \uc99d\ub300\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc758 \ub178\ub825\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 28.6%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uae30\uc900 62.95%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 \uc218\uc9c1 \ud1b5\ud569\ud615 \uc81c\uc870\uc5c5\uccb4\ub4e4\uacfc \uc77c\ubcf8 \ubc0f \ud55c\uad6d\uc758 \uc9c0\uc18d\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc5d0 \uae30\uc778\ud569\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 \ud3ec\ud568\ub429\ub2c8\ub2e4. Wolfspeed, Coherent, STMicroelectronics, Resonac, SK Siltron, ROHM, Infineon, onsemi, Mitsubishi Electric \ub4f1 \uae00\ub85c\ubc8c \uc8fc\uc694 SiC \uc6e8\uc774\ud37c \ubc0f \uad00\ub828 \uae30\uc220 \uae30\uc5c5\ub4e4\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uacfc \ucd5c\uadfc \ub3d9\ud5a5\ub3c4 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \uadf8\ub9ac\uace0 \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc5ec SiC \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 \uc7a0\uc7ac\ub825\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \uc870\uba85\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-54078","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\/54078"}],"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=54078"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/54078\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=54078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=54078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=54078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}