{"id":55925,"date":"2026-02-25T00:49:39","date_gmt":"2026-02-25T00:49:39","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/consumer-integrated-circuits-market-mordor\/"},"modified":"2026-10-02T16:56:39","modified_gmt":"2026-10-02T07:56:39","slug":"consumer-integrated-circuits-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/consumer-integrated-circuits-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc18c\ube44\uc790 \uc9d1\uc801 \ud68c\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/consumer-integrated-circuits-market-1722848398516-Consumer-IC-CPs-4.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\/consumer-integrated-circuits-market-size-image-1770984082432-4.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 \ubd81\ubbf8 \ubc0f EU \uc804\uc5ed\uc758 \uc2a4\ub9c8\ud2b8 \ud648 \uce69\uc14b \uc7a5\ucc29\ub960 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc548\ub4dc\ub85c\uc774\ub4dc \ud50c\ub798\uadf8\uc2ed \ucd9c\uc2dc\ub85c \uc778\ud55c 7nm \ubbf8\ub9cc \ubaa8\ubc14\uc77c SoC \uc218\uc694 \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud339 \ub77c\uc774\ud2b8(fab-lite) \uacf5\uae09\uc5c5\uccb4\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc6e8\uc5b4\ub7ec\ube14 IC \uc124\uacc4 \uc218\uc8fc \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc911\uad6d \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc790\uae09\uc790\uc871 \ucd94\uc9c4\uc73c\ub85c \ud604\uc9c0 CIC(Custom IC) \uc0dd\uc0b0\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \uac8c\uc784 \ucf58\uc194 \ubc0f 8K TV\uc5d0\uc11c \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 \ube60\ub978 OLED TV \ubcf4\uae09\ub960\uc774 \uace0\uae09 \ube44\ub514\uc624 \ud504\ub85c\uc138\uc11c IC \uc8fc\ubb38\uc744 \uacac\uc778<\/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 5nm \uc774\ud558 \uacf5\uc815\uc5d0\uc11c \uc218\uc728 \uc800\ud558\ub85c \uc778\ud55c \ub2e4\uc774\ub2f9 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \ucf54\ub85c\ub09819 \uc774\ud6c4 \uc7ac\uace0 \uacfc\uc789\uc73c\ub85c \uc778\ud55c \uac00\uc804\uc81c\ud488 \uc218\uc694\uc758 \uc8fc\uae30\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucca8\ub2e8 \ub178\ub4dc\uc5d0\uc11c \ud339\ub9ac\uc2a4 \ud14c\uc774\ud504\uc544\uc6c3(tape-out)\uc744 \uc704\ud55c \uc790\ubcf8 \uc9c0\ucd9c \uc778\ud50c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">4.3.4 OSAT(\uc678\uc8fc \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8) \uc6a9\ub7c9\uc758 \ubb3c\ub958 \ubcd1\ubaa9 \ud604\uc0c1<\/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 \uaddc\uc81c \ubc0f \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.7 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 IC \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc544\ub0a0\ub85c\uadf8 IC<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub85c\uc9c1 IC<\/li>\n<li class=\"toc-level-3\">5.1.3 \uba54\ubaa8\ub9ac IC<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub9c8\uc774\ud06c\ub85c IC<\/li>\n<li class=\"toc-level-4\">5.1.4.1 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c (MPU)<\/li>\n<li class=\"toc-level-4\">5.1.4.2 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec (MCU)<\/li>\n<li class=\"toc-level-4\">5.1.4.3 \ub514\uc9c0\ud138 \uc2e0\ud638 \ud504\ub85c\uc138\uc11c (DSP)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\uc220 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 >45 nm<\/li>\n<li class=\"toc-level-3\">5.2.2 28 \u2013 45 nm<\/li>\n<li class=\"toc-level-3\">5.2.3 16 \/ 14 nm<\/li>\n<li class=\"toc-level-3\">5.2.4 10 \/ 7 nm<\/li>\n<li class=\"toc-level-3\">5.2.5 \u22645 nm<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uae30\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2a4\ub9c8\ud2b8\ud3f0<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud0dc\ube14\ub9bf<\/li>\n<li class=\"toc-level-3\">5.3.3 \ub178\ud2b8\ubd81 \ubc0f PC<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc6e8\uc5b4\ub7ec\ube14 \ubc0f \ud788\uc5b4\ub7ec\ube14<\/li>\n<li class=\"toc-level-3\">5.3.5 TV \ubc0f \uc14b\ud1b1\ubc15\uc2a4<\/li>\n<li class=\"toc-level-3\">5.3.6 \uac8c\uc784 \ucf58\uc194<\/li>\n<li class=\"toc-level-3\">5.3.7 \uc2a4\ub9c8\ud2b8 \uac00\uc804\uc81c\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u2264 6\uc778\uce58<\/li>\n<li class=\"toc-level-3\">5.4.2 8\uc778\uce58 (200 mm)<\/li>\n<li class=\"toc-level-3\">5.4.3 12\uc778\uce58 \uc774\uc0c1 (300 mm +)<\/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 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \ubd81\uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \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, \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 Qualcomm Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 MediaTek Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Samsung Electronics Co. Ltd. (System LSI)<\/li>\n<li class=\"toc-level-3\">6.4.4 Texas Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 NXP Semiconductors N.V.<\/li>\n<li class=\"toc-level-3\">6.4.8 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.9 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.10 Analog Devices Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Onsemi Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 Microchip Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Renesas Electronics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.14 Toshiba Electronic Devices &amp; Storage Corp.<\/li>\n<li class=\"toc-level-3\">6.4.15 Skyworks Solutions Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Cirrus Logic Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Marvell Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Realtek Semiconductor Corp.<\/li>\n<li class=\"toc-level-3\">6.4.19 Advanced Micro Devices Inc. (AMD)<\/li>\n<li class=\"toc-level-3\">6.4.20 UNISOC (Spreadtrum Communications)<\/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>\uc18c\ube44\uc790 \uc9d1\uc801\ud68c\ub85c(IC) \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 8.39%\ub97c \uae30\ub85d\ud558\uba70 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 2,285\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub418\uc5c8\ub358 \uc774 \uc2dc\uc7a5\uc740 2026\ub144 2,477\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144\uc5d0\ub294 3,704\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69\uacfc \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \ubd80\ud65c\uc5d0 \ud798\uc785\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc804\ubc18\uc801\uc778 \ud68c\ubcf5\uc138\uc640 \uada4\ub97c \uac19\uc774\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2024\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 65.4%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub0ae\uc740 \ud3b8\uc774\uba70, \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Texas Instruments Inc., STMicroelectronics N.V., Infineon Technologies AG, Intel Corporation, Analog Devices Inc. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n\uc18c\ube44\uc790 \uc9d1\uc801\ud68c\ub85c \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2a4\ub9c8\ud2b8 \ud648 \uce69\uc14b \ucc44\ud0dd\ub960 \uae09\uc99d: \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5f0\ud569(EU) \uc9c0\uc5ed\uc5d0\uc11c Wi-Fi, Bluetooth, Thread \ub4f1 \ub2e4\uc591\ud55c \ud504\ub85c\ud1a0\ucf5c\uc744 \ub2e8\uc77c SoC(System-on-Chip)\uc5d0 \ud1b5\ud569\ud558\ub294 \ucd94\uc138\uac00 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ub7a9\uc2a4(Silicon Labs)\uc758 \ub3d9\uc2dc \ud504\ub85c\ud1a0\ucf5c \ud50c\ub7ab\ud3fc\uacfc \ud004\ucef4(Qualcomm)\uc758 QCS8550 \uc2a4\ub9c8\ud2b8 \ud648 \ud504\ub85c\uc138\uc11c\uc5d0 \ub0b4\uc7a5\ub41c \uc5e3\uc9c0 AI \uae30\ub2a5\uc740 \uae30\uae30\ub2f9 IC \ucf58\ud150\uce20\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 Matter \ud638\ud658 \uae30\uae30\uac00 55\uc5b5 \ub300\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub428\uc5d0 \ub530\ub77c \uc778\uc99d\ub41c \uc5f0\uacb0 \uce69\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud06c\uac8c \ub298\uc5b4\ub0a0 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc11c\ube0c-7nm \ubaa8\ubc14\uc77c SoC \uc218\uc694 \uc99d\uac00: \uc548\ub4dc\ub85c\uc774\ub4dc \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0 \uc81c\uc870\uc0ac\ub4e4\uc774 \uc560\ud50c\uc758 \uc131\ub2a5 \ub9ac\ub354\uc2ed\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 2025\ub144\ubd80\ud130 3nm \ud504\ub85c\uc138\uc11c\ub97c \ucc44\ud0dd\ud558\uba74\uc11c TSMC\uc758 \ucd5c\ucca8\ub2e8 \ub77c\uc778 \uac00\ub3d9\ub960\uc774 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud004\ucef4\uc758 \uc2a4\ub0c5\ub4dc\ub798\uace4 8 \uc5d8\ub9ac\ud2b8 2(Snapdragon 8 Elite 2)\uc640 \ubbf8\ub514\uc5b4\ud14d(MediaTek)\uc758 \uacbd\uc7c1 \uc81c\ud488\ub4e4\uc740 CPU \ubc0f GPU \uc131\ub2a5\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc560\ud50c\uc758 \uc790\uccb4 C1 \ubaa8\ub380\uc774 \uc544\uc774\ud3f0 16e\uc5d0 \ud0d1\uc7ac\ub418\uba74\uc11c \uc218\uc9c1 \ud1b5\ud569 \uce69\uc14b\uc73c\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uc5b4 \ud578\ub4dc\uc14b\ub2f9 \ub85c\uc9c1 \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc5b4\ub7ec\ube14 IC \uc124\uacc4 \uc2b9\ub9ac \ud655\ub300: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud339\ub9ac\uc2a4(fab-lite) \uc804\ubb38 \uae30\uc5c5\ub4e4\uc774 \uc800\uc804\ub825 AI \ubc0f \uba40\ud2f0 \ud504\ub85c\ud1a0\ucf5c \uc5f0\uacb0 \uae30\uc220\uc744 \ud65c\uc6a9\ud558\uc5ec \ud788\uc5b4\ub7ec\ube14(hearables) \ubc0f \uc2a4\ub9c8\ud2b8 \ub9c1 \ubd84\uc57c\uc5d0\uc11c \uc124\uacc4 \uc2b9\ub9ac\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc554\ube45(Ambiq)\uc758 Apollo510 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec\ub294 \uc628\ub514\ubc14\uc774\uc2a4 AI \ucd94\ub860\uc744 \uc9c0\uc6d0\ud558\uba70 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 30\ubc30 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc544\uc2dc\uc544 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 \ud65c\ubc1c\ud55c \uc124\uacc4 \ud65c\ub3d9\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc2dc\uc7a5 \ub9ac\ub354\uc2ed\uc744 \ub354\uc6b1 \uacf5\uace0\ud788 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc790\uae09\uc790\uc871 \uc815\ucc45: \uc911\uad6d \uc815\ubd80\ub294 \uc218\ucd9c \ud1b5\uc81c\uc5d0 \ub300\uc751\ud558\uc5ec \uad6d\ub0b4 \ud339 \ubc0f \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\uc5d0 475\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc790\uae08\uc744 \ud22c\uc785\ud558\uba70 \uc790\uae09\uc790\uc871 \ub178\ub825\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144\uc5d0\ub294 \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825\uc774 14% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc18c\ube44\uc790 \uac00\uc804\uc6a9 IC \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ucc44\ud0dd: \uac8c\uc774\ubc0d \ucf58\uc194 \ubc0f 8K TV\uc5d0\uc11c HBM \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, OLED TV \ubcf4\uae09\ub960\uc774 \ube60\ub974\uac8c \ud655\ub300\ub418\uba74\uc11c \ucca8\ub2e8 \ube44\ub514\uc624 \ud504\ub85c\uc138\uc11c IC \uc8fc\ubb38\uc774 \ub298\uc5b4\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   5nm \uc774\ud558 \uacf5\uc815\uc758 \uc218\uc728 \uc800\ud558: 5nm \uc774\ud558 \uacf5\uc815\uc5d0\uc11c \ub192\uc740 \uacb0\ud568\ub960\ub85c \uc778\ud574 \ub2e4\uc774(die)\ub2f9 \uc0dd\uc0b0 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 18A \ub77c\uc778\uc740 10% \ubbf8\ub9cc\uc758 \uc218\uc728\uc744 \ubcf4\uace0\ud588\uc73c\uba70, \uc0bc\uc131\uc758 2nm GAA(Gate-All-Around) \uae30\uc220\ub3c4 10-20% \uc218\uc900\uc5d0 \uba38\ubb3c\ub7ec TSMC\uc640\uc758 \uaca9\ucc28\uac00 \ud07d\ub2c8\ub2e4. TSMC\ub294 2025\ub144 1\uc6d4\ubd80\ud130 3nm \uc6e8\uc774\ud37c \uac00\uaca9\uc744 5-10% \uc778\uc0c1\ud558\uc5ec \uc774\ub7ec\ud55c \ube44\uc6a9\uc744 \uc0c1\uc1c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucf54\ub85c\ub09819 \uc774\ud6c4 \uc18c\ube44\uc790 \uac00\uc804 \uc218\uc694\uc758 \uc8fc\uae30\uc131: 2024\ub144 OLED TV \ucd9c\ud558\ub7c9\uc774 \uc804\ub144 \ub300\ube44 29% \uac10\uc18c\ud558\ub294 \ub4f1 \ud504\ub9ac\ubbf8\uc5c4 \uc18c\ube44\uc790 \uae30\uae30 \uc218\uc694\uc758 \ubd80\uc9c4\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\uc758 \uc778\uac74\ube44\ub294 \uc0c1\uc2b9\ud558\ub294 \ubc18\uba74 \uc7ac\ub8cc \uac00\uaca9 \uc555\ub825\uc740 \uc644\ud654\ub418\ub294 \ub4f1 \uc0c1\uc774\ud55c \ucd94\uc138\ub85c \uc778\ud574 IC \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc744 \uc870\uc808\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ub178\ub4dc \ud339\ub9ac\uc2a4 \ud14c\uc774\ud504\uc544\uc6c3(tape-out)\uc744 \uc704\ud55c \uc790\ubcf8 \uc9c0\ucd9c \uc778\ud50c\ub808\uc774\uc158: \ud339\ub9ac\uc2a4 \uae30\uc5c5\ub4e4\uc758 \ucca8\ub2e8 \ub178\ub4dc \uac1c\ubc1c \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0\uc788\uc5b4, \uc774\ub294 \uc2e0\uc81c\ud488 \uac1c\ubc1c \ubc0f \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc774\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc18c\ube44\uc790\uc6a9 \uc9d1\uc801\ud68c\ub85c(IC) \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud604\ub300 \uc804\uc790 \uc2dc\uc2a4\ud15c\uc758 \ud575\uc2ec \ubd80\ud488\uc778 \uc18c\ube44\uc790\uc6a9 \uc9d1\uc801\ud68c\ub85c(IC) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. IC\ub294 \ud2b8\ub79c\uc9c0\uc2a4\ud130, \uc800\ud56d \ub4f1 \ub2e4\uc591\ud55c \uc804\uc790 \ubd80\ud488\uc744 \ub2e8\uc77c \ubc18\ub3c4\uccb4 \uce69\uc5d0 \ud1b5\ud569\ud558\uc5ec \ud6a8\uc728\uc801\uc778 \uae30\ub2a5\uacfc \ucc98\ub9ac \ub2a5\ub825\uc744 \uc81c\uacf5\ud558\uba70, \ub0ae\uc740 \uc804\ub825 \uc18c\ube44\uc640 \ub300\ub7c9 \uc0dd\uc0b0\uc744 \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10 \ub4f1\uc758 \uc7a5\uc810\uc744 \uac00\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860:<br \/>\n\ubcf8 \uc5f0\uad6c\ub294 \uc804 \uc138\uacc4 IC \uc81c\ud488 \ud310\ub9e4 \uc218\uc775\uc744 \ucd94\uc801\ud558\uace0, \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uacf5\uae09\uc5c5\uccb4\ub97c \ubd84\uc11d\ud569\ub2c8\ub2e4. COVID-19 \ubc0f \uac70\uc2dc\uacbd\uc81c\uc801 \uc694\uc778\uc758 \uc601\ud5a5\uc744 \ud3c9\uac00\ud558\uba70, IC \uc720\ud615, \uae30\uc220 \ub178\ub4dc, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uae30\uae30, \uc6e8\uc774\ud37c \ud06c\uae30, \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub41c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21(\uac00\uce58 \uae30\uc900)\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21:<br \/>\n\uc18c\ube44\uc790\uc6a9 IC \uc2dc\uc7a5\uc740 2026\ub144 2,477\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 3,704\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 8.39%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38: \ub85c\uc9c1 IC \ubd80\ubb38\uc740 \uc18c\ube44\uc790 \uae30\uae30 \ub0b4 AI \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 11.56%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \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-55925","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\/55925"}],"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=55925"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/55925\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=55925"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=55925"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=55925"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}