{"id":55039,"date":"2026-02-24T08:05:07","date_gmt":"2026-02-24T08:05:07","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/immersion-cooling-fluids-market-mordor\/"},"modified":"2026-09-25T12:35:19","modified_gmt":"2026-09-25T03:35:19","slug":"immersion-cooling-fluids-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/immersion-cooling-fluids-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025\ub144 &#8211; 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/immersion-cooling-fluids-market-1753446054461-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\/immersion-cooling-fluids-market-size-image-1753446027549.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\/HPC \uc6cc\ud06c\ub85c\ub4dc \ubc0f \uace0\ubc00\ub3c4 \uc11c\ubc84\uc758 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \ubc0f PUE \ucd5c\uc801\ud654 \uc555\ub825 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc9c0\uc18d \uac00\ub2a5\uc131 \ubc0f \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c\uac00 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \ubb3c \uc0ac\uc6a9 \uaddc\uc81c\uac00 \uc561\uccb4 \uc5c6\ub294 \ub0c9\uac01\uc744 \uc7a5\ub824<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc21c\ud658 \uacbd\uc81c \uc720\uccb4 \ubc0f \uc7ac\ud65c\uc6a9\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/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 \uacf5\uae30\/\uc561\uccb4 \ub0c9\uac01 \ub300\ube44 \ub192\uc740 \ucd08\uae30 \uc804\ud658 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc7ac\ub8cc \ud638\ud658\uc131, \uc548\uc804 \ubc0f PFAS \uaddc\uc81c \uc870\uc0ac<\/li>\n<li class=\"toc-level-3\">4.3.3 OEM \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc758 \uc81c\ud55c\ub41c \ud45c\uc900\/\uc0c1\ud638 \uc6b4\uc6a9\uc131<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc720\uccb4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud569\uc131 \ud0c4\ud654\uc218\uc18c \uc624\uc77c<\/li>\n<li class=\"toc-level-3\">5.1.2 \uad11\uc720<\/li>\n<li class=\"toc-level-3\">5.1.3 \ubd88\uc18c\ud654 \uc720\uccb4<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc5d0\uc2a4\ud14c\ub974 \/ \ubc14\uc774\uc624 \uae30\ubc18 \ubc0f \uc0dd\ubd84\ud574\uc131 \uc720\uccb4<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc720\uccb4 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ub0c9\uac01 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub2e8\uc0c1 \uc561\uce68 \ub0c9\uac01<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc774\uc0c1 \uc561\uce68 \ub0c9\uac01<\/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 \ub370\uc774\ud130 \uc13c\ud130 \u2013 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c<\/li>\n<li class=\"toc-level-3\">5.3.2 \ub370\uc774\ud130 \uc13c\ud130 \u2013 \ucf54\ub85c\ucf00\uc774\uc158<\/li>\n<li class=\"toc-level-3\">5.3.3 \ub370\uc774\ud130 \uc13c\ud130 \u2013 \uc5d4\ud130\ud504\ub77c\uc774\uc988<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc554\ud638\ud654\ud3d0 \ucc44\uad74\/\ube14\ub85d\uccb4\uc778<\/li>\n<li class=\"toc-level-3\">5.3.5 HPC \ubc0f AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc804\ub825 \uc804\uc790 \ubc0f \uc0b0\uc5c5\uc6a9 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.3.7 EV \uae09\uc18d \ucda9\uc804 \ubc0f \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac<\/li>\n<li class=\"toc-level-3\">5.3.8 \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\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 IT \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.2 BFSI<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc81c\uc870 \ubc0f \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/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 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \uc2f1\uac00\ud3ec\ub974<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 UAE<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/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 \uac1c\uc694, \uc2dc\uc7a5 \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)\n<ul>\n<li class=\"toc-level-3\">6.4.1 3M<\/li>\n<li class=\"toc-level-3\">6.4.2 AGC Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Cargill<\/li>\n<li class=\"toc-level-3\">6.4.4 Castrol Limited (BP)<\/li>\n<li class=\"toc-level-3\">6.4.5 Chevron Oronite<\/li>\n<li class=\"toc-level-3\">6.4.6 DOW<\/li>\n<li class=\"toc-level-3\">6.4.7 Dynalene Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Engineered Fluids<\/li>\n<li class=\"toc-level-3\">6.4.9 ExxonMobil Corporation<\/li>\n<li class=\"toc-level-3\">6.4.10 FUCHS<\/li>\n<li class=\"toc-level-3\">6.4.11 Lubrizol<\/li>\n<li class=\"toc-level-3\">6.4.12 M&amp;I Materials Ltd<\/li>\n<li class=\"toc-level-3\">6.4.13 Shell plc<\/li>\n<li class=\"toc-level-3\">6.4.14 Solvay<\/li>\n<li class=\"toc-level-3\">6.4.15 The Chemours Company<\/li>\n<li class=\"toc-level-3\">6.4.16 TotalEnergies<\/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>\uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \uac1c\uc694: 2030\ub144 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 \ubcf4\uace0\uc11c \uc0c1\uc138 \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130, \uace0\ubc00\ub3c4 \uc11c\ubc84\uac00 \uae30\uc874 \uacf5\ub7ad\uc2dd \uc2dc\uc2a4\ud15c\uc758 \uc5f4 \ud55c\uacc4\ub97c \ucd08\uacfc\ud568\uc5d0 \ub530\ub77c \uacf5\ub7ad\uc2dd\uc5d0\uc11c \uc561\uce68 \ub0c9\uac01 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>*   \uc870\uc0ac \uae30\uac04: 2019\ub144 \u2013 2030\ub144<br \/>\n*   2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 25\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2030\ub144 \uc2dc\uc7a5 \uaddc\ubaa8 \uc608\uce21: 40\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc608\uce21 \uae30\uac04(2025-2030) \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR): 9.97%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \ubd81\ubbf8<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \ub192\uc74c (\uc0c1\uc704 5\uac1c \uc5c5\uccb4\uac00 \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 66%\ub97c \ucc28\uc9c0)<\/p>\n<p>2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>\uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5\uc740 2025\ub144 25\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 40\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc5f0\ud3c9\uade0 9.97%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130, \uace0\ubc00\ub3c4 \uc11c\ubc84\uc758 \ud3ed\ubc1c\uc801\uc778 \uc99d\uac00\ub85c \uc778\ud574 \uacf5\ub7ad\uc2dd \uc2dc\uc2a4\ud15c\uc758 \uc5f4 \ud55c\uacc4\ub97c \ub118\uc5b4\uc11c\uba74\uc11c \uc561\uce68 \ub0c9\uac01 \uc194\ub8e8\uc158\uc73c\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\uccb4 \uc720\ud615: \ud569\uc131 \ud0c4\ud654\uc218\uc18c \uc624\uc77c\uc774 \uac80\uc99d\ub41c \uc7ac\ub8cc \ud638\ud658\uc131\uacfc PFAS(\uacfc\ubd88\ud654\ud654\ud569\ubb3c) \uaddc\uc81c \uc555\ub825 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc5ec\uc804\ud788 \uc120\ud638\ub418\ub294 \uc720\uccb4 \uc720\ud615\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0c9\uac01 \uc720\ud615: \ub2e8\uc0c1 \uc561\uce68 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc740 \uc774\uc0c1(\u4e8c\u76f8) \ub0c9\uac01 \ubc29\uc2dd\uc5d0 \ube44\ud574 \ub0ae\uc740 \ubcf5\uc7a1\uc131\uacfc \uc26c\uc6b4 \uc720\uc9c0\ubcf4\uc218 \ub355\ubd84\uc5d0 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4 \ub3d9\ud5a5: \ubd81\ubbf8\uac00 \uc2dc\uc7a5 \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \uc778\ub3c4\uc640 \uc911\uad6d\uc758 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \uc99d\uc124\uc5d0 \ud798\uc785\uc5b4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (\uc138\uadf8\uba3c\ud2b8\ubcc4)<\/p>\n<p>*   \uc720\uccb4 \uc720\ud615\ubcc4: 2024\ub144 \ud569\uc131 \ud0c4\ud654\uc218\uc18c\ub294 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 36.67%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubd88\uc18c\ud654 \uc720\uccb4\ub294 2030\ub144\uae4c\uc9c0 10.34%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ub0c9\uac01 \uc720\ud615\ubcc4: 2024\ub144 \ub2e8\uc0c1 \uc2dc\uc2a4\ud15c\uc740 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 65.38%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 10.45%\uc758 \uc5f0\ud3c9\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2024\ub144 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uac00 46.67%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ubc0f AI \ud074\ub7ec\uc2a4\ud130\ub294 2030\ub144\uae4c\uc9c0 11.15%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2024\ub144 IT \ubc0f \ud1b5\uc2e0 \uc0b0\uc5c5\uc774 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 55.42%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \uc0b0\uc5c5\uc740 2030\ub144\uae4c\uc9c0 10.78%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2024\ub144 \ubd81\ubbf8\uac00 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 42.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 10.58%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uae00\ub85c\ubc8c \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>4.1. \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   AI\/HPC \uc6cc\ud06c\ub85c\ub4dc \ubc0f \uace0\ubc00\ub3c4 \uc11c\ubc84\uc758 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5 (+3.20% CAGR \uc601\ud5a5): GPU \uc804\ub825 \uc18c\ubaa8\uac00 1,000W\ub97c \ucd08\uacfc\ud558\uace0 \ub799 \ubc00\ub3c4\uac00 140kW\uc5d0 \uc721\ubc15\ud558\uba74\uc11c \uacf5\ub7ad\uc2dd\uc758 \ud55c\uacc4\ub97c \ub118\uc5b4\uc11c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc561\uce68 \ub0c9\uac01 \uc720\uccb4\ub294 \ubaa8\ub4e0 \ubc1c\uc5f4 \ud45c\uba74\uc5d0 \uc9c1\uc811 \uc811\ucd09\ud558\uc5ec \uc5f4 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc81c\uac70\ud558\uace0 AI \ud6c8\ub828\uc758 \uc9c0\uc18d\uc801\uc778 \ucd5c\ub300 \uc804\ub825 \uc0ac\uc6a9\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uc774\uc0c1(\u4e8c\u76f8) \uc561\uce68 \ud0f1\ud06c \ub3c4\uc785 \ud6c4 \uc2dc\uc124 \uc804\ub825 \uc18c\ube44\uac00 5-15% \uac10\uc18c\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc5c5\uccb4\ub4e4\uc740 2026\ub144 \uc11c\ubc84 \ub85c\ub4dc\ub9f5\uc5d0 \uc561\uce68 \ub0c9\uac01 \uc0ac\uc591\uc744 \ud1b5\ud569\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \ubc0f PUE(\uc804\ub825 \uc0ac\uc6a9 \ud6a8\uc728) \ucd5c\uc801\ud654 \uc555\ub825 \uc99d\uac00 (+2.80% CAGR \uc601\ud5a5): \ub0c9\uac01\uc740 \uc804\uccb4 \uc2dc\uc124 \ubd80\ud558\uc758 30-40%\ub97c \ucc28\uc9c0\ud558\ubbc0\ub85c \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc740 PUE \ubaa9\ud45c \ub2ec\uc131\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. Shell\uc758 Intel \uc778\uc99d \uc720\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uc804\ubc18\uc5d0 \uac78\uccd0 \ucd5c\ub300 48%\uc758 \uc5d0\ub108\uc9c0 \uc808\uac10\uacfc 1.03\uc5d0 \uac00\uae4c\uc6b4 PUE \uac12\uc744 \uc2dc\uc5f0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 2025\ub144 \ud3c9\uade0 PUE 1.5 \ubbf8\ub9cc \uc758\ubb34\ud654\ub294 \uc9c0\uc5ed \ub0b4 \ub3c4\uc785\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc18d \uac00\ub2a5\uc131 \ubc0f \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c \uac00\uc18d\ud654 (+2.10% CAGR \uc601\ud5a5): \uc561\uce68 \ub0c9\uac01\uc740 \ud3d0\uc1c4 \ub8e8\ud504 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc99d\ubc1c\ub85c \uc778\ud55c \ubb3c \uc190\uc2e4\uc744 \uc5c6\uc560\uace0 \uac74\ubb3c \ub09c\ubc29\uc744 \uc704\ud55c \uc5f4 \ud68c\uc218\uc728\uc744 \ucd5c\ub300 99%\uae4c\uc9c0 \ub192\uc5ec \ud0c8\ud0c4\uc18c\ud654 \uc218\ub2e8\uc73c\ub85c \ud65c\uc6a9\ub429\ub2c8\ub2e4. TotalEnergies\uc758 BioLife\uc640 \uac19\uc740 \ubc14\uc774\uc624 \uae30\ubc18 \uc720\uccb4\ub294 \uc218\uba85 \uc8fc\uae30 \ubc30\ucd9c\ub7c9\uc744 \ub354\uc6b1 \uc904\uc5ec ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uc911\uc2ec \uc870\ub2ec\uc5d0 \ubd80\ud569\ud569\ub2c8\ub2e4.<br \/>\n*   \ubb3c \uc0ac\uc6a9 \uaddc\uc81c\ub85c \uc778\ud55c \uc561\uccb4 \uc5c6\ub294 \ub0c9\uac01 \uc7a5\ub824 (+1.40% CAGR \uc601\ud5a5): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c \ubb3c \uc0ac\uc6a9 \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c \uc561\uce68 \ub0c9\uac01 \ub3c4\uc785\uc774 \uc7a5\ub824\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc21c\ud658 \uacbd\uc81c \uc720\uccb4 \ubc0f \uc7ac\ud65c\uc6a9\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c (+0.80% CAGR \uc601\ud5a5): EU\uc758 \uac1c\uc815\ub41c \ud3d0\uae30\ubb3c \ud504\ub808\uc784\uc6cc\ud06c \uc9c0\uce68\uc740 \uc7ac\uc0dd \uac00\ub2a5\ud55c \ud2b9\uc218 \uc624\uc77c \ubc0f \uc7ac\ud65c\uc6a9 \ud504\ub85c\uadf8\ub7a8\uc744 \uc7a5\ub824\ud558\uc5ec \uc561\uce68 \uc720\uccb4\ub97c \uc0ac\uc6a9\ud558\ub294 \uc6b4\uc601\uc790\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO)\uc744 \ub0ae\ucda5\ub2c8\ub2e4.<\/p>\n<p>4.2. \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uacf5\ub7ad\uc2dd\/\uc561\uccb4 \ub0c9\uac01 \ub300\ube44 \ub192\uc740 \ucd08\uae30 \uc804\ud658 \ube44\uc6a9 (-2.30% CAGR \uc601\ud5a5): \uae30\uc874 \uc2dc\uc124\uc744 \uac1c\uc870\ud558\ub824\uba74 \ubc14\ub2e5 \ubcf4\uac15 \ubc0f \ud2b9\uc218 \uc81c\uc791\ub41c \ud0f1\ud06c\uac00 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc18c\uaddc\ubaa8 \uc6b4\uc601\uc790\uc5d0\uac8c \uc608\uc0b0 \uc774\uc0c1\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc720\uccb4 \uac00\uaca9 \ub610\ud55c \ud45c\uc900 \uae00\ub9ac\ucf5c\ubcf4\ub2e4 \ub192\uc544 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc774 3-5\ub144\uc73c\ub85c \uae38\uc5b4\uc9d1\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc \ud638\ud658\uc131, \uc548\uc804 \ubc0f PFAS \uaddc\uc81c \uac15\ud654 (-1.80% CAGR \uc601\ud5a5): \uc81c\uc548\ub41c EU PFAS \uae08\uc9c0 \uc870\uce58\ub294 \ub0ae\uc740 \ube44\ub4f1\uc810\uacfc \ub192\uc740 \uc720\uc804 \uac15\ub3c4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uc874 \ubd88\uc18c\ud654 \uc720\uccb4 \ud654\ud559 \ubb3c\uc9c8\uc5d0 \uc704\ud611\uc774 \ub429\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09\uc5c5\uccb4\ub294 \ub2e4\ub144\uac04\uc758 \uc561\uce68 \ud658\uacbd\uc5d0 \ub300\ud574 \ubaa8\ub4e0 \uac1c\uc2a4\ud0b7, \ucf00\uc774\ube14, \ub0a9\ub55c \uc811\ud569\ubd80\ub97c \uc778\uc99d\ud574\uc57c \ud558\ubbc0\ub85c \uc790\uaca9 \ubd80\uc5ec \uae30\uac04\uc774 \uae38\uc5b4\uc9d1\ub2c8\ub2e4.<br \/>\n*   OEM \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc758 \uc81c\ud55c\ub41c \ud45c\uc900\/\uc0c1\ud638 \uc6b4\uc6a9\uc131 (-1.50% CAGR \uc601\ud5a5): \ub2e4\uc591\ud55c \ud558\ub4dc\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub85c \uc778\ud574 \ud45c\uc900\ud654 \ubc0f \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc774 \ubd80\uc871\ud558\uc5ec \ub3c4\uc785\uc5d0 \uc5b4\ub824\uc6c0\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc720\uccb4 \uc720\ud615: \ud569\uc131 \ud0c4\ud654\uc218\uc18c\ub294 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 36.67%\ub85c \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd88\uc18c\ud654 \uc720\uccb4\ub294 \uc774\uc0c1(\u4e8c\u76f8) \uc5f4 \uc804\ub2ec \uc6b0\uc218\uc131\uc73c\ub85c 10.34%\uc758 CAGR\uc744 \ubcf4\uc774\uc9c0\ub9cc, 3M\uc758 2025\ub144 PFAS \uc0ac\uc5c5 \ucca0\uc218\uc640 EU \uaddc\uc81c\ub85c \uc778\ud574 PFAS-free \ud654\ud559 \ubb3c\uc9c8\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad11\uc720\ub294 \ube44\uc6a9 \ud6a8\uc728\uc131\uc73c\ub85c \uc554\ud638\ud654\ud3d0 \ucc44\uad74 \ubc0f \uc0b0\uc5c5 \uc81c\uc5b4 \ubd84\uc57c\uc5d0\uc11c \uc5ec\uc804\ud788 \uc0ac\uc6a9\ub418\uc9c0\ub9cc, AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c\ub294 \uc5f4\uc804\ub3c4\uc728 \ud55c\uacc4\ub85c \uc778\ud574 \ucc44\ud0dd\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4. \ubc14\uc774\uc624 \uc5d0\uc2a4\ud14c\ub974\ub294 Scope 3 \ubc30\ucd9c\ub7c9 \uac10\ucd95 \ubaa9\ud45c\uc640 \uc5f0\uacc4\ub418\uc5b4 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc73c\uba70, Chemours\uc640 Shell\uc740 2026\ub144\uae4c\uc9c0 \ucd08\uc800-GWP(\uc9c0\uad6c \uc628\ub09c\ud654 \uc9c0\uc218) \uc81c\ud615\uc758 \uc0c1\uc5c5\uc801 \ucd9c\uc2dc\ub97c \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0c9\uac01 \uc720\ud615: \ub2e8\uc0c1 \uc124\uacc4\ub294 2024\ub144 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 65.38%\ub97c \ucc28\uc9c0\ud558\uba70 10.45%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uc21c\ud55c \ubc30\uad00, \ub0ae\uc740 \uc555\ub825 \ub4f1\uae09, \uc775\uc219\ud55c \uc548\uc804 \ud504\ub85c\ud30c\uc77c\uc744 \uc120\ud638\ud558\ub294 \uc6b4\uc601\uc790\ub4e4\uc758 \uc120\ud0dd \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc774\uc0c1(\u4e8c\u76f8) \ud0f1\ud06c\ub294 \uc7a0\uc5f4 \ube44\ub4f1\uc744 \ud1b5\ud574 \ub354 \ub192\uc740 \uc5f4 \ud50c\ub7ed\uc2a4 \uc6a9\ub7c9\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \uc99d\uae30 \ubd09\uc1c4, \ud2b9\uc218 \uc5f4 \uad50\ud658\uae30, \ub0c9\ub9e4 \ucde8\uae09 \uc778\uc99d\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub294 2024\ub144 46.67%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. HPC \ubc0f AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\ub294 \uc0dd\uc131 \ubaa8\ub378 \uaddc\ubaa8\uac00 \ub9e4\ub144 \ub450 \ubc30\ub85c \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 11.15%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ub85c\ucf00\uc774\uc158\uc740 \uc784\ucc28 \uc7a5\ube44\uc758 \ub2e4\uc591\uc131\uc73c\ub85c \uc778\ud574 \ubcf4\ud3b8\uc801\uc778 \ub0c9\uac01 \uc124\uacc4\uac00 \ubcf5\uc7a1\ud558\uc5ec \ub3c4\uc785\uc774 \uc9c0\uc5f0\ub418\uc9c0\ub9cc, \ubaa8\ub4c8\ud615 \ud0f1\ud06c\uac00 \ud574\uacb0\ucc45\uc744 \uc81c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28(EV) \uae09\uc18d \ucda9\uc804\uc18c \ubc0f \ubc30\ud130\ub9ac \ud329 \ub610\ud55c \ube44(\u975e)\ub370\uc774\ud130 \uc13c\ud130 \ubd84\uc57c\uc758 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: IT \ubc0f \ud1b5\uc2e0 \uc0b0\uc5c5\uc740 2024\ub144 \ub9e4\ucd9c\uc758 55.42%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uacac\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \uc0b0\uc5c5\uc740 \uc561\uce68 \ub0c9\uac01 \ubc30\ud130\ub9ac \ubaa8\ub4c8\uc744 \uc2e4\ud5d8\ud558\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc758\ud574 10.78%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\uc870 \ubc0f \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c\ub294 \uba3c\uc9c0, \uc2b5\ub3c4, \uadf9\ud55c \uc628\ub3c4\uc5d0 \ucde8\uc57d\ud55c \uacf5\ub7ad\uc2dd \uc804\uc790 \uc7a5\uce58\ub97c \ubcf4\ud638\ud558\uae30 \uc704\ud574 \uc5e3\uc9c0 \uac8c\uc774\ud2b8\uc6e8\uc774\uc5d0 \uc561\uce68 \ub0c9\uac01\uc744 \ub3c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2024\ub144 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 42.12%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc9d1\uc911, PFAS-free R&#038;D \uc120\ub3c4, \uc720\ub9ac\ud55c \uc9c0\uc801 \uc7ac\uc0b0\uad8c \uc81c\ub3c4\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. Shell \ubc0f ExxonMobil\uacfc \uac19\uc740 \uc720\uccb4 \uacf5\uae09\uc5c5\uccb4\ub294 \ud14d\uc0ac\uc2a4\uc5d0\uc11c \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uc6b4\uc601\ud558\uba70 AI \ub9ac\uc2a4 \uc694\uad6c \uc0ac\ud56d\uc774 \uad6c\uccb4\ud654\ub418\uba74 \uc2e0\uc18d\ud55c \ud655\uc7a5\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 10.58%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ub3c4\uc758 1\ucc9c\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uacfc \uc911\uad6d\uc758 PUE \uac10\ucd95 \uba85\ub839\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8 \ud1b5\uc2e0\uc0ac\ub4e4\uc740 \ub3c4\uc2ec \uc5e3\uc9c0 \ub178\ub4dc\uc5d0 \uc561\uccb4 \ud0f1\ud06c\ub97c \uc124\uce58\ud558\uc5ec \ubd80\ub3d9\uc0b0 \uc81c\uc57d\uc744 \uc0c1\uc1c4\ud558\uace0 \uacf5\ub7ad\uc2dd \ub300\ube44 30%\uc758 \uc5d0\ub108\uc9c0 \uc808\uac10 \ud6a8\uacfc\ub97c \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2f1\uac00\ud3ec\ub974\uc758 \uc5c4\uaca9\ud55c \ubb3c \uc0ac\uc6a9 \uc81c\ud55c \ub610\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucea0\ud37c\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc561\uce68 \ub0c9\uac01 \ub3c4\uc785\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc9c0\uc18d \uac00\ub2a5\uc131 \uaddc\uc81c\uac00 PFAS-free \ud654\ud559 \ubb3c\uc9c8 \ubc0f \uc5f4 \uc7ac\ud65c\uc6a9 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uba74\uc11c \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc740 \uc561\uce68 \ud3d0\uc5f4\uc744 \ud65c\uc6a9\ud55c \uc9c0\uc5ed \ub09c\ubc29 \ub8e8\ud504\ub97c \uc2dc\ubc94 \uc6b4\uc601\ud558\uace0 \uc788\uc73c\uba70, \ud504\ub791\uc2a4\ub294 TotalEnergies\ub97c \ud1b5\ud574 \ubc14\uc774\uc624 \uae30\ubc18 \uc720\uccb4 \ud601\uc2e0\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5\uc740 Shell, ExxonMobil, Engineered Fluids, M&#038;I Materials Ltd, 3M \ub4f1 \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc804\uccb4 \uae00\ub85c\ubc8c \ub9e4\ucd9c\uc758 \uc57d 66%\ub97c \ucc28\uc9c0\ud558\ub294 \uace0\ub3c4\ub85c \ud1b5\ud569\ub41c \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc874 \uc5c5\uccb4\ub4e4\uc740 \ud0c4\ud654\uc218\uc18c \uc815\uc81c, \ubd88\uc18c\ud654 \ud654\ud559 \ud569\uc131 \ubc0f \uae00\ub85c\ubc8c \ubb3c\ub958 \ubd84\uc57c\uc5d0\uc11c \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Engineered Fluids\uc640 \uac19\uc740 \uc2e0\uaddc \uc9c4\uc785 \uc5c5\uccb4\ub4e4\uc740 \uc554\ud638\ud654\ud3d0 \ucc44\uad74 \uc6b4\uc601\uc790\ub97c \ub300\uc0c1\uc73c\ub85c \ud558\ub294 PFAS-free \ub2e8\uc0c1 \uc81c\ud615\uc73c\ub85c \ucc28\ubcc4\ud654\ub97c \uaf80\ud558\uace0 \uc788\uc9c0\ub9cc, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc785\ucc30\uc5d0\uc11c \uae30\uc874 \uc5c5\uccb4\ub4e4\uc744 \uc704\ud611\ud560 \ub9cc\ud07c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3ed\uc774 \ub113\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \uc81c\ud734\uac00 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. Shell\uc740 Intel \uc778\uc99d\uc744 \ud68d\ub4dd\ud558\uc5ec \uc11c\ubc84 \ubcf4\ub4dc \uc804\ubc18\uc758 \uc7ac\ub8cc \ud638\ud658\uc131\uc744 \uac80\uc99d\ud558\uace0 2026\ub144 \ud074\ub77c\uc6b0\ub4dc \uc785\ucc30\uc5d0\uc11c \uc120\ud638 \uacf5\uae09\uc5c5\uccb4 \uc9c0\uc704\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. Chemours\ub294 Navin Fluorine\uacfc \ud611\ub825\ud558\uc5ec Opteon 2P50 \uc81c\uc870\ub97c \uac00\uc18d\ud654\ud558\uace0 2026\ub144 \uc0c1\uc5c5\uc801 \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ExxonMobil\uc740 Intel\uacfc 2,000W \ud504\ub85c\uc138\uc11c \ub85c\ub4dc\ub9f5\uc5d0 \ub300\ud574 \ud611\ub825\ud558\uc5ec \uc720\uc804\uccb4 \ud2b9\uc131\uc758 \ubbf8\ub798 \ud638\ud658\uc131\uc744 \ubcf4\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubbf8\uac1c\ucc99 \ubd84\uc57c \ud601\uc2e0\uc740 \ucd08\uc800-GWP \uc774\uc0c1(\u4e8c\u76f8) \uc720\uccb4, \uc0dd\ubd84\ud574\uc131 \uc5d0\uc2a4\ud14c\ub974, \ubc30\ud130\ub9ac \ub4f1\uae09 \ub0c9\uac01\uc81c\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\uccb4, \ud0f1\ud06c \ubc0f \ubaa8\ub2c8\ud130\ub9c1 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud1b5\ud569\ud558\uc5ec \uc81c\uacf5\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uae30\uc5c5 \uac70\ub798\ub97c \uc810\ucc28 \ud655\ubcf4\ud558\uba74\uc11c, \uc0c1\ud488 \uc720\uccb4\uc5d0\uc11c \ud1b5\ud569 \uc5f4 \uad00\ub9ac \uc194\ub8e8\uc158\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uc2dc\uc0ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8. \uc8fc\uc694 \uc0b0\uc5c5 \uac1c\ubc1c<\/p>\n<p>*   2025\ub144 5\uc6d4: Shell\uc740 \uc5c5\uacc4 \ucd5c\ucd08\ub85c \uc790\uc0ac \uc561\uce68 \ub0c9\uac01 \uc720\uccb4\uc5d0 \ub300\ud55c Intel \uc778\uc99d\uc744 \ud68d\ub4dd\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc778\uc99d\uc740 \uae30\uc874 \ub0c9\uac01 \ubc29\uc2dd \ub300\ube44 \ucd5c\ub300 48%\uc758 \uc5d0\ub108\uc9c0 \uc18c\ube44 \uc808\uac10\uacfc 33%\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9 \uc808\uac10 \ub2a5\ub825\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Chemours\ub294 Navin Fluorine\uacfc Opteon \uc774\uc0c1(\u4e8c\u76f8) \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc81c\uc870\ub97c \uc704\ud55c \ud30c\ud2b8\ub108\uc2ed\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud611\ub825\uc740 \uc561\uccb4 \ub0c9\uac01 \ubca4\ucc98\uc758 \uc911\uc694\ud55c \ud655\uc7a5\uc774\uba70, 2026\ub144\uc5d0 \uc0c1\uc5c5 \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 40\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 9.97%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c\ub294 AI\/HPC(\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305) \uc6cc\ud06c\ub85c\ub4dc \ubc0f \uace0\ubc00\ub3c4 \uc11c\ubc84\uc758 \ud3ed\ubc1c\uc801\uc778 \uc99d\uac00, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \ubc0f PUE(\uc804\ub825 \uc0ac\uc6a9 \ud6a8\uc728) \ucd5c\uc801\ud654 \uc555\ub825 \uc99d\ub300(\uc778\uc99d\ub41c \uc720\uccb4 \uc0ac\uc6a9 \uc2dc PUE 1.03 \ub2ec\uc131 \uac00\ub2a5), \uc9c0\uc18d\uac00\ub2a5\uc131 \ubc0f \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c \uac00\uc18d\ud654, \uc218\uc790\uc6d0 \uc0ac\uc6a9 \uaddc\uc81c \uac15\ud654(\uc561\uccb4 \uc5c6\ub294 \ub0c9\uac01 \uc7a5\ub824), \uc21c\ud658 \uacbd\uc81c \uc720\uccb4 \ubc0f \uc7ac\ud65c\uc6a9\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uae30\uc874 \uacf5\ub7ad\/\uc561\ub7ad \ubc29\uc2dd \ub300\ube44 \ub192\uc740 \ucd08\uae30 \uc804\ud658 \ube44\uc6a9, \uc7ac\ub8cc \ud638\ud658\uc131, \uc548\uc804\uc131 \ubc0f PFAS(\uacfc\ubd88\ud654\ud654\ud569\ubb3c) \uaddc\uc81c \uac15\ud654\uc5d0 \ub300\ud55c \uba74\ubc00\ud55c \uac80\ud1a0, OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc758 \uc81c\ud55c\uc801\uc778 \ud45c\uc900 \ubc0f \uc0c1\ud638 \uc6b4\uc6a9\uc131 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc720\uccb4 \uc720\ud615\ubcc4\ub85c\ub294 \ud569\uc131 \ud0c4\ud654\uc218\uc18c \uc624\uc77c\uc774 PFAS-free \ud654\ud559\uc758 \uc774\uc810\uc744 \ubc14\ud0d5\uc73c\ub85c \ud604\uc7ac \uc2dc\uc7a5\uc758 36.67%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd88\uc18c\ud654 \uc720\uccb4\ub294 \ub2e4\uac00\uc624\ub294 EU PFAS \uaddc\uc81c\ub85c \uc778\ud574 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 PFAS-free \ub300\uc548 \uac1c\ubc1c\uc744 \ubaa8\uc0c9\ud558\ub294 \ub4f1 \uaddc\uc81c \uc704\ud5d8\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ubc14\uc774\uc624 \uae30\ubc18 \ubc0f \uc0dd\ubd84\ud574\uc131 \uc720\uccb4 \ub610\ud55c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0c9\uac01 \uc720\ud615\uc740 \ub2e8\uc0c1 \ubc0f 2\uc0c1 \uc561\uce68 \ub0c9\uac01\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc801\uc6a9 \ubd84\uc57c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c, \ucf54\ub85c\ucf00\uc774\uc158, \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130\uc13c\ud130\ub97c \ube44\ub86f\ud558\uc5ec \uc554\ud638\ud654\ud3d0 \ucc44\uad74\/\ube14\ub85d\uccb4\uc778, HPC \ubc0f AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130, \uc804\ub825 \uc804\uc790 \ubc0f \uc0b0\uc5c5\uc6a9 \ucef4\ud4e8\ud305, \uadf8\ub9ac\uace0 \uc804\uae30\ucc28(EV) \uae09\uc18d \ucda9\uc804 \ubc0f \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc740 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ub0c9\uac01 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 10.78%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc740 IT \ubc0f \ud1b5\uc2e0, BFSI(\uc740\ud589, \uae08\uc735 \uc11c\ube44\uc2a4 \ubc0f \ubcf4\ud5d8), \uc81c\uc870 \ubc0f \uc0b0\uc5c5, \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ub4f1\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc778\ub3c4\uc640 \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 10.58%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uc2dc\uc7a5 \ud655\ub300\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc0c1\uc138 \uae30\uc5c5 \ud504\ub85c\ud544(3M, AGC Inc., Cargill, Castrol Limited (BP), Chevron Oronite, DOW, Dynalene Inc., Engineered Fluids, ExxonMobil Corporation, FUCHS, Lubrizol, M&#038;I Materials Ltd, Shell plc, Solvay, The Chemours Company, TotalEnergies \ub4f1 \uc8fc\uc694 16\uac1c\uc0ac)\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub85c\ub294 \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc1c\uad74, PFAS-free, \uc800GWP(\uc9c0\uad6c \uc628\ub09c\ud654 \uc9c0\uc218) \ubc0f \uc0dd\ubd84\ud574\uc131 \uc720\uccb4\ub85c\uc758 \uc804\ud658, \uc5e3\uc9c0 \ub370\uc774\ud130\uc13c\ud130 \ubc0f AI\/HPC \uba54\uac00\uc2a4\ucf00\uc77c \uc2dc\uc124\uc5d0\uc11c\uc758 \ud655\uc7a5 \ub4f1\uc774 \uc81c\uc2dc\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc561\uce68 \ub0c9\uac01 \uc720\uccb4 \uc2dc\uc7a5\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798\ub97c \uc870\ub9dd\ud558\uba70, \uae30\uc220 \ubc1c\uc804\uacfc \ud658\uacbd \uaddc\uc81c \ubcc0\ud654\uc5d0 \ub530\ub978 \uc2dc\uc7a5\uc758 \uc5ed\ub3d9\uc801\uc778 \ubcc0\ud654\ub97c \uac15\uc870\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-55039","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\/55039"}],"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=55039"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/55039\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=55039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=55039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=55039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}