{"id":57912,"date":"2026-02-26T02:30:59","date_gmt":"2026-02-26T02:30:59","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/processor-market-mordor\/"},"modified":"2026-09-18T06:23:07","modified_gmt":"2026-09-17T21:23:07","slug":"processor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/processor-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/processor-market-1756845740578-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\/processor-market-size-image-1771001866063.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 \ud658\uacbd<\/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 \uc2a4\ub9c8\ud2b8\ud3f0 \ubcf4\uae09\ub960 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud074\ub77c\uc6b0\ub4dc, AI \ubc0f \ube45\ub370\uc774\ud130 \uc6cc\ud06c\ub85c\ub4dc \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ubc30\ud3ec \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 AI \ucd5c\uc801\ud654 \uba85\ub839\uc5b4 \uc138\ud2b8 \ud655\uc7a5 (\uc608: AMX, SVE2)<\/li>\n<li class=\"toc-level-3\">4.2.6 \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569 \ube44\uc6a9 \uc808\uac10<\/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 \uace0\uae09 \ub178\ub4dc \uc124\uacc4 \ubd84\uc57c \uc778\uc7ac \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 EDA\/IP\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 3nm \ubbf8\ub9cc \ub178\ub4dc\uc758 \uc5f4 \uc124\uacc4 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uacf5\uae09\ub9dd \ubc30\ucd9c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/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 \uc0b0\uc5c5 \uacf5\uae09\ub9dd \ubd84\uc11d<\/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 \uc18c\ube44\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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 CPU<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud074\ub77c\uc774\uc5b8\ud2b8 (\ub370\uc2a4\ud06c\ud1b1 \ubc0f \ub178\ud2b8\ubd81)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.1.4 APU<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc2a4\ub9c8\ud2b8\ud3f0<\/li>\n<li class=\"toc-level-3\">5.1.6 \ud0dc\ube14\ub9bf<\/li>\n<li class=\"toc-level-3\">5.1.7 \uc2a4\ub9c8\ud2b8 \ud154\ub808\ube44\uc804<\/li>\n<li class=\"toc-level-3\">5.1.8 \uc2a4\ub9c8\ud2b8 \uc2a4\ud53c\ucee4<\/li>\n<li class=\"toc-level-3\">5.1.9 \uae30\ud0c0 (\uc2a4\ub9c8\ud2b8\uc6cc\uce58, \ub178\ud2b8\ubd81, AR\/VR, \uc790\ub3d9\ucc28)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ub9c8\uc774\ud06c\ub85c \uc544\ud0a4\ud14d\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 x86<\/li>\n<li class=\"toc-level-3\">5.2.2 Arm<\/li>\n<li class=\"toc-level-3\">5.2.3 RISC-V<\/li>\n<li class=\"toc-level-3\">5.2.4 Power<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc81c\uc870 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 10 nm \ucd08\uacfc<\/li>\n<li class=\"toc-level-3\">5.3.2 7-10 nm<\/li>\n<li class=\"toc-level-3\">5.3.3 5-6 nm<\/li>\n<li class=\"toc-level-3\">5.3.4 4 nm \uc774\ud558<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc18c\ube44\uc790 \uac00\uc804<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \ubc0f IoT \uc5e3\uc9c0<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc790\ub3d9\ucc28 \ubc0f ADAS<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/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 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ub3d9\ub0a8\uc544\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \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 \ud130\ud0a4<\/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 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \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 \uc0ac\ud56d \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Advanced Micro Devices Inc. (AMD)<\/li>\n<li class=\"toc-level-3\">6.4.2 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Qualcomm Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Apple Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 MediaTek Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Samsung Electronics Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Huawei Technologies Co. Ltd. (HiSilicon)<\/li>\n<li class=\"toc-level-3\">6.4.9 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Marvell Technology Group Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 UNISOC (Shanghai) Technologies Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Texas Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Renesas Electronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 NXP Semiconductors N.V.<\/li>\n<li class=\"toc-level-3\">6.4.15 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.16 VIA Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 SiFive Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Ampere Computing LLC<\/li>\n<li class=\"toc-level-3\">6.4.19 Alibaba Pingtouge (T-Head)<\/li>\n<li class=\"toc-level-3\">6.4.20 Esperanto Technologies Inc.<\/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>\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc740 2025\ub144 1,327\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2026\ub144 1,396\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 1,798\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 5.19%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c AI \ucd5c\uc801\ud654 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(Hyperscaler)\uc758 \ub9de\ucda4\ud615 \uce69 \uac1c\ubc1c \uc99d\uac00, \uadf8\ub9ac\uace0 \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uc774\ub8e8\uc5b4\uc9c8 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8\uac00 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\uc640 CHIPS Act \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uc218\uc694\ub97c \uacac\uc778\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc778\ub3c4, \uc911\uad6d, \uc77c\ubcf8\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\ud0a4\ud14d\ucc98 \uacbd\uc7c1\uc740 \uc624\ub7ab\ub3d9\uc548 \uc6b0\uc704\ub97c \uc810\ud574\uc628 x86 \uc544\ud0a4\ud14d\ucc98\uac00 \uc640\ud2b8\ub2f9 \uc131\ub2a5\uc774 \ub354 \ub192\uc740 ARM \ubc0f RISC-V \uc124\uacc4\uc640 \uce58\uc5f4\ud558\uac8c \uacbd\uc7c1\ud558\ub294 \uc591\uc0c1\uc785\ub2c8\ub2e4. 2025\ub144 500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 M&#038;A \ud65c\ub3d9\uc740 \uc218\uc9c1 \ud1b5\ud569, \ucca8\ub2e8 \ud328\ud0a4\uc9d5, \uce69\ub81b(Chiplet) \uc804\ub7b5\uc744 \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10 \ubc0f \uba74\uc801\ub2f9 \uc131\ub2a5 \ud5a5\uc0c1\uc73c\ub85c\uc758 \uc0b0\uc5c5 \uc804\ud658\uc744 \uba85\ud655\ud788 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: CPU\ub294 2025\ub144 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 63.70%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \ubc18\uba74, APU(Accelerated Processing Unit)\ub294 2031\ub144\uae4c\uc9c0 6.32%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ub9c8\uc774\ud06c\ub85c \uc544\ud0a4\ud14d\ucc98\ubcc4: x86\uc740 2025\ub144 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uaddc\ubaa8\uc758 54.10%\ub97c \uc810\uc720\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\ub098, RISC-V\ub294 2031\ub144\uae4c\uc9c0 6.47%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\ubcc4: 4nm \uc774\ud558\uc758 \ucca8\ub2e8 \uacf5\uc815\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 7.88%\ub85c \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc 10nm \uc774\uc0c1 \ub178\ub4dc\ub294 2025\ub144 \ub9e4\ucd9c\uc758 45.60%\ub97c \uc5ec\uc804\ud788 \ucc28\uc9c0\ud558\uba70 \uc0c1\ub2f9\ud55c \ube44\uc911\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc18c\ube44\uc790 \uac00\uc804\uc774 2025\ub144 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uaddc\ubaa8\uc758 37.90%\ub97c \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc790\ub3d9\ucc28 \ubc0f ADAS(\ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c) \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 7.49%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8\ub294 2025\ub144 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 41.75%\ub97c \ucc28\uc9c0\ud558\uba70 \ucd5c\ub300 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 8.25%\ub85c \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uae00\ub85c\ubc8c \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p> 3.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   \ud074\ub77c\uc6b0\ub4dc, AI \ubc0f \ube45\ub370\uc774\ud130 \uc6cc\ud06c\ub85c\ub4dc \ucc44\ud0dd \uc99d\uac00 (+1.80% CAGR \uc601\ud5a5): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \ub9de\ucda4\ud615 \uce69\uc744 \uc124\uacc4 \ubc0f \ubc30\ud3ec\ud558\uc5ec \uae30\uc874 \uc0c1\uc6a9 \uce69 \ub300\ube44 \uc131\ub2a5-\ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \ud06c\uac8c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. AWS Trainium2\uc640 Google Ironwood TPU\uc758 \uc0ac\ub840\ub294 AI \ud6c8\ub828 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 30-40% \ud5a5\uc0c1\uc2dc\ud0a4\uba70, \uc774\ub294 450\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub9de\ucda4\ud615 \uce69 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uc5ec \uc804\ud1b5\uc801\uc778 CPU \uacf5\uae09\uc5c5\uccb4\uc758 \ub9c8\uc9c4\uc744 \uc7a0\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \ubc0f \uc544\uc2dc\uc544 \uc77c\ubd80 \uc9c0\uc5ed\uc758 \ub370\uc774\ud130 \uc8fc\uad8c \uaddc\uc81c\ub294 \uc9c0\uc5ed\ubcc4 \ud504\ub85c\uc138\uc11c \uc120\ud638\ub97c \uac15\ud654\ud558\uc5ec \uc218\uc694 \ud328\ud134\uc744 \ub354\uc6b1 \uc138\ubd84\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2a4\ub9c8\ud2b8\ud3f0 \ubcf4\uae09\ub960 \uc99d\uac00 (+1.20% CAGR \uc601\ud5a5): \ud578\ub4dc\uc14b \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc628\ub514\ubc14\uc774\uc2a4 AI\ub97c \uac15\ud654\ud568\uc5d0 \ub530\ub77c \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c\uc5d0 \uc804\uc6a9 NPU(\uc2e0\uacbd\ub9dd \ucc98\ub9ac \uc7a5\uce58)\uac00 \ud1b5\ud569\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. Apple A18 Pro\ub294 \ub9e4\ud2b8\ub9ad\uc2a4 \ucf54\ud504\ub85c\uc138\uc11c\ub97c \ud1b5\ud569\ud558\uace0, Qualcomm Snapdragon 8 Gen 4\ub294 NPU \ubc1c\uc804\uc744 \ud1b5\ud574 40%\uc758 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. 5G \ubaa8\ub380\uc758 \ubaa8\ub180\ub9ac\uc2dd \ud1b5\ud569\uc740 BOM(Bill of Materials) \ube44\uc6a9\uc744 15-20% \uc808\uac10\ud558\uace0 \ubc30\ud130\ub9ac \ud6a8\uc728\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. \uad50\uccb4 \uc8fc\uae30\uac00 \uae38\uc5b4\uc9c0\uba74\uc11c \uc9c0\uc18d\uc801\uc778 \ud6a8\uc728\uc131\uc5d0 \ub300\ud55c \uac15\uc870\uac00 \ucee4\uc838 \ud504\ub9ac\ubbf8\uc5c4 \ud2f0\uc5b4\uc5d0\uc11c 5nm \uc774\ud558\uc758 \ucca8\ub2e8 \ub178\ub4dc \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ubc30\ud3ec \ud655\ub300 (+0.90% CAGR \uc601\ud5a5): \uc0b0\uc5c5 \ubc0f \uc790\ub3d9\ucc28 \uc5e3\uc9c0 \uc6cc\ud06c\ub85c\ub4dc\ub294 \uae30\uc874 MCU(\ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec \uc720\ub2db)\uc758 \uc5ed\ub7c9\uc744 \ucd08\uacfc\ud558\uc5ec \uc11c\ubc84\uae09 \ucf54\uc5b4\uc758 \ucc44\ud0dd\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Ampere\uc758 512\ucf54\uc5b4 \ud504\ub85c\uc138\uc11c\ub294 \uc18c\ud615 \ub370\uc774\ud130\uc13c\ud130-\uc778-\uc5b4-\ubc15\uc2a4(data-center-in-a-box) \ubc30\ud3ec\ub97c \ubaa9\ud45c\ub85c \ud558\uba70, Tesla\uc758 Dojo \ub2e4\uc774\ub294 \ucc28\ub7c9 \uc5e3\uc9c0\uc5d0\uc11c\uc758 \uc790\uc728 \ucd94\ub860\uc744 \uc704\ud574 362 BF16 TFLOPS\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5e3\uc9c0 \uc124\uacc4\ub294 \uc774\uc81c \uacb0\uc815\ub860\uc801 \uc81c\uc5b4\uc640 AI \ucd94\ub860\uc744 \ub3d9\uc2dc\uc5d0 \uc9c0\uc6d0\ud558\uba70, CPU, GPU \ud0c0\uc77c, \ud328\ud0b7 \ucc98\ub9ac \uc5d4\uc9c4\uc744 \uacb0\ud569\ud55c \uc774\uae30\uc885 \ucef4\ud4e8\ud305 \ud328\ube0c\ub9ad\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c (+0.70% CAGR \uc601\ud5a5): CHIPS \ubc0f \uacfc\ud559\ubc95(527\uc5b5 \ub2ec\ub7ec), EU Chips Act(430\uc5b5 \uc720\ub85c), \uc778\ub3c4(100\uc5b5 \ub2ec\ub7ec)\uc640 \uac19\uc740 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\ub294 \uad6d\ub0b4 \ud339(Fab) \uac74\uc124\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 TSMC\uc758 1,650\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc560\ub9ac\uc870\ub098 \ubcf5\ud569 \ub2e8\uc9c0 \ubc0f Intel\uc758 1,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ub2e4\uc911 \uc0ac\uc774\ud2b8 \ud655\uc7a5\uacfc \uac19\uc740 \ub300\uaddc\ubaa8 \ud22c\uc790\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae34 \uc2b9\uc778 \ubc0f \uac74\uc124 \uae30\uac04\uc73c\ub85c \uc778\ud574 \ud61c\ud0dd\uc740 4\ub144 \uc774\uc0c1\uc758 \uc7a5\uae30\uc801\uc778 \uad00\uc810\uc5d0\uc11c \ub098\ud0c0\ub098\uc9c0\ub9cc, \uc774\ub7ec\ud55c \uc815\ucc45\uc801 \ubaa8\uba58\ud140\uc740 \uc774\ubbf8 \ubd80\uc9c0 \uc120\uc815 \ubc0f \uc7a5\uae30\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \uacc4\ud68d\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \ucd5c\uc801\ud654 \uba85\ub839\uc5b4 \uc138\ud2b8 \ud655\uc7a5 (+0.60% CAGR \uc601\ud5a5): AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ud2b9\ud654\ub41c \uba85\ub839\uc5b4 \uc138\ud2b8 \ud655\uc7a5\uc740 \ud504\ub85c\uc138\uc11c\uc758 \ud6a8\uc728\uc131\uacfc \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ucf1c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b \uae30\ubc18 \uc774\uae30\uc885 \ud1b5\ud569\uc744 \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10 (+0.40% CAGR \uc601\ud5a5): \uce69\ub81b \uae30\uc220\uc740 \ub2e4\uc591\ud55c \uae30\ub2a5\uc744 \uac00\uc9c4 \uce69\ub4e4\uc744 \ud1b5\ud569\ud558\uc5ec \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uba70, \uc774\ub294 \ucca8\ub2e8 \uc81c\uc870 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 3.2. \uc2dc\uc7a5 \uc131\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \ucca8\ub2e8 \ub178\ub4dc \uc124\uacc4 \ubd84\uc57c\uc758 \uc778\ub825 \ubd80\uc871 (-1.10% CAGR \uc601\ud5a5): \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 3nm \uc774\ud558 \ucca8\ub2e8 \ub178\ub4dc \uc124\uacc4\uc5d0 \ud544\uc694\ud55c \uc219\ub828\ub41c \uc5d4\uc9c0\ub2c8\uc5b4\ub97c \uace0\uc6a9\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. Intel\uc740 20\ub9cc \ub2ec\ub7ec\uc758 \ucd08\ubd09\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 3,000\uac1c\uc758 \uacf5\uc11d\uc744 \ubcf4\uace0\ud588\uc73c\uba70, TSMC\ub294 \ud604\uc9c0 \uc778\ub825 \uad50\uc721\uc744 \uc704\ud574 1,000\uba85\uc758 \ub300\ub9cc \uc9c1\uc6d0\uc744 \uc560\ub9ac\uc870\ub098\ub85c \uc774\ub3d9\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ud559\uacc4\uc758 \ub290\ub9b0 \ucee4\ub9ac\ud058\ub7fc \uc8fc\uae30\ub294 \ud2b9\ud788 \uce69\ub81b \uc218\uac00 \uae09\uc99d\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c \uac80\uc99d \ubd84\uc57c\uc5d0\uc11c 5-7\ub144\uc758 \uae30\uc220 \uaca9\ucc28\ub97c \ucd08\ub798\ud569\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \ube44\uc790 \uc81c\ud55c\uc740 \uc778\ub825 \uacf5\uae09\uc744 \ub354\uc6b1 \uc5b4\ub835\uac8c \ub9cc\ub4e4\uc5b4 \uae30\uc5c5\ub4e4\uc774 \uc124\uacc4 \uc13c\ud130\ub97c \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544\ub85c \uc774\uc804\ud558\uac8c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   EDA\/IP\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c (-0.80% CAGR \uc601\ud5a5): \ubbf8\uad6d\uc758 \ucca8\ub2e8 EDA(\uc804\uc790 \uc124\uacc4 \uc790\ub3d9\ud654) \ub3c4\uad6c \ubc0f IP\uc5d0 \ub300\ud55c \uc911\uad6d \uc218\ucd9c \uc81c\ud55c\uc740 \uc124\uacc4 \ub85c\ub4dc\ub9f5\uc744 \ubd84\ub9ac\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. Alibaba\uc758 T-Head\ub294 \ubcc4\ub3c4\uc758 EDA \ud750\ub984\uc744 \uc720\uc9c0\ud574\uc57c \ud558\uc5ec \ube44\uc6a9\uacfc \uc77c\uc815\uc744 15-25% \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, ARM \ub77c\uc774\uc120\uc2a4 \ubd88\ud655\uc2e4\uc131\uc740 x86 \uad50\ucc28 \ub77c\uc774\uc120\uc2a4 \uacc4\uc57d\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. RISC-V\uc758 \uac1c\ubc29\ud615 \ubaa8\ub378\uc740 \uc218\ucd9c \ud1b5\uc81c\uc5d0 \ub300\ud55c \ud0c4\ub825\uc131\uc73c\ub85c \uc778\ud574 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc9c0\ub9cc, \uace0\uc131\ub2a5 \ud234\uccb4\uc778\uc740 \uc544\uc9c1 \ubbf8\uc131\uc219\ud569\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc911\ubcf5\ub41c \uac80\uc99d \ubc0f \uc81c\ud55c\ub41c \ud30c\uc6b4\ub4dc\ub9ac \uc811\uadfc\uc73c\ub85c \uc778\ud574 \ub2e8\uae30\uc801\uc778 \uc131\uc7a5\uc5d0 \uc81c\uc57d\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   3nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c\uc758 \uc5f4 \uc124\uacc4 \ud55c\uacc4 (-0.60% CAGR \uc601\ud5a5): 3nm \uc774\ud558 \uce69\uc740 200W\/cm\u00b2\ub97c \ucd08\uacfc\ud558\ub294 \uc5f4 \ud55c\uacc4\ub97c \ucd08\ub798\ud558\uc5ec \uc561\uccb4 \ub0c9\uac01 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uacfc \uac19\uc740 \ucd94\uac00 \ube44\uc6a9(\ud328\ud0a4\uc9c0\ub2f9 50-100\ub2ec\ub7ec)\uc744 \ubc1c\uc0dd\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uacf5\uae09\ub9dd \ubc30\ucd9c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 (-0.30% CAGR \uc601\ud5a5): \uacf5\uae09\ub9dd \ubc30\ucd9c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9\uc740 \ud2b9\ud788 \uc720\ub7fd\uacfc \uce98\ub9ac\ud3ec\ub2c8\uc544\uc5d0\uc11c \uc5c4\uaca9\ud558\uac8c \uc801\uc6a9\ub418\uc5b4 \uc5f0\uac04 3-5%\uc758 \ube44\uc6a9 \uc99d\uac00\ub97c \ucd08\ub798\ud558\uba70, \uc77c\ubd80 \uc0dd\uc0b0\ub7c9\uc744 \uaddc\uc81c\uac00 \ub35c\ud55c \uc9c0\uc5ed\uc73c\ub85c \uc774\ub3d9\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 4.1. \uc81c\ud488 \uc720\ud615\ubcc4: \uac00\uce58 \uc7ac\uc815\uc758\ub97c \uc704\ud55c \ud1b5\ud569<\/p>\n<p>CPU\ub294 2025\ub144 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 63.70%\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, APU\uc758 6.32% CAGR\uc740 AI \ucd94\ub860\uc744 \ub85c\uceec\uc5d0\uc11c \ucc98\ub9ac\ud558\ub294 \ud1b5\ud569 CPU-GPU \ud328\ube0c\ub9ad\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uac15\uc870\ud569\ub2c8\ub2e4. APU \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc628\uce69 \uadf8\ub798\ud53d \uac00\uc18d\uc774 \ud544\uc694\ud55c \ucf58\ud150\uce20 \uc81c\uc791 \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\uc640 \ud568\uaed8 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0 SoC\ub294 \uc790\ub3d9\ucc28 \ubc0f IoT \ubd84\uc57c\ub85c \ud655\uc7a5\ub418\uc5b4 \uc218\uba85 \uac00\uce58\ub97c \uc5f0\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc2a4\ub9c8\ud2b8 TV \ud504\ub85c\uc138\uc11c\ub294 8K \ucf58\ud150\uce20 \ubc0f AI \uc5c5\uc2a4\ucf00\uc77c\ub9c1 \uae30\uc220\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud0dc\ube14\ub9bf \uc2dc\uc7a5\uc740 \uc2a4\ub9c8\ud2b8\ud3f0\uae09 \uc2e4\ub9ac\ucf58\uc774 \uc131\ub2a5 \uaca9\ucc28\ub97c \uc881\ud788\uba74\uc11c \uac00\uaca9 \uc555\ubc15\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Apple\uc758 M-\uc2dc\ub9ac\uc988\ub294 PCIe \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc81c\uac70\ud558\ub294 \uacf5\uc720 \uba54\ubaa8\ub9ac \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc744 \ubcf4\uc5ec\uc8fc\uba70, Intel\uc758 Core Ultra\ub294 48 TOPS NPU\ub97c \ud1b5\ud569\ud558\uc5ec AI PC \uc2dc\uc7a5\uc5d0\uc11c x86\uc758 \uad00\ub828\uc131\uc744 \uc720\uc9c0\ud558\ub824 \ud569\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\uc6cc\uce58, AR\/VR, \uc790\ub3d9\ucc28\uc640 \uac19\uc740 \ud2b9\uc218 \uce74\ud14c\uace0\ub9ac\ub294 \uc548\uc804 \ubc0f \ubcf4\uc870 \uc6b4\uc804 \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud574 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ISO 26262\uc640 \uac19\uc740 \uc778\uc99d \uacbd\ub85c\ub294 \uac1c\ubc1c \uae30\uac04\uc744 \ucd5c\ub300 24\uac1c\uc6d4 \uc5f0\uc7a5\ud558\uc9c0\ub9cc, \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9 \ucc45\uc815 \ubc0f \ub192\uc740 \ub9c8\uc9c4 \uc720\uc9c0\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p> 4.2. \ub9c8\uc774\ud06c\ub85c \uc544\ud0a4\ud14d\ucc98\ubcc4: \uac1c\ubc29\ud615 \ud45c\uc900\uc758 \ubd80\uc0c1<\/p>\n<p>x86\uc740 2025\ub144 54.10%\ub97c \ucc28\uc9c0\ud558\uba70 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc744 \uc5ec\uc804\ud788 \uc9c0\ubc30\ud558\uace0 \uc788\uc9c0\ub9cc, ARM \ubc0f RISC-V \uc544\ud0a4\ud14d\ucc98\ub294 \ud6a8\uc728\uc131\uacfc \ub77c\uc774\uc120\uc2a4 \uc720\uc5f0\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ARM \ucf54\uc5b4 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 AWS Graviton4 \ubc0f Google Axion\uacfc \uac19\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ucc44\ud0dd\uc73c\ub85c \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub3d9\ub4f1\ud55c x86 \uc778\uc2a4\ud134\uc2a4 \ub300\ube44 \ucd5c\ub300 60% \ub354 \ub098\uc740 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. Intel\uc758 AMX(Advanced Matrix Extensions)\ub294 \uc774\ub7ec\ud55c \uaca9\ucc28\ub97c \uc0c1\uc1c4\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uc9c0\ub9cc, 2\ub144\uac04\uc758 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud65c\uc131\ud654 \uace1\uc120\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>RISC-V\uc758 6.47% CAGR\uc740 \uac1c\ubc29\uc131\uc5d0 \uae30\ubc18\ud569\ub2c8\ub2e4. SiFive\uc640 GlobalFoundries\ub294 \uace0\uc2e0\ub8b0\uc131 \uc2dc\uc2a4\ud15c\uc5d0\uc11c Power \uc544\ud0a4\ud14d\ucc98\uc758 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uc704\ud611\ud558\ub294 \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc124\uacc4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud234\ub9c1 \uaca9\ucc28\ub85c \uc778\ud574 \uc8fc\ub958 \uc6cc\ud06c\ub85c\ub4dc \ucc44\ud0dd\uc740 3~5\ub144 \uc9c0\uc5f0\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \ud1b5\uc81c\ub85c\ubd80\ud130 \uc790\uc720\ub85c\uc6b4 IP\ub97c \uc120\ud638\ud558\ub294 \uaddc\uc81c \ubcc0\ud654\ub294 \ud30c\uc77c\ub7ff \ubc30\ud3ec\ub97c \uac00\uc18d\ud654\ud558\uba70, 2028\ub144 \uc774\ud6c4 \ub354 \uae4a\uc740 \uc2dc\uc7a5 \uce68\ud22c\ub97c \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p> 4.3. \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\ubcc4: \ud504\ub9ac\ubbf8\uc5c4 \ub178\ub4dc\uc758 \uc131\uc7a5 \uc8fc\ub3c4<\/p>\n<p>\uc131\uc219 \ub178\ub4dc(10nm \uc774\uc0c1)\ub294 2025\ub144 \ub9e4\ucd9c\uc758 45.60%\ub97c \uc5ec\uc804\ud788 \ucc28\uc9c0\ud558\uba70 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc790\ub3d9\ucc28 \ubc0f RF \uc7a5\uce58 \uc2dc\uc7a5\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 4nm \uc774\ud558 \ub178\ub4dc\ub294 AI \ubc00\ub3c4 \uc694\uad6c \uc0ac\ud56d\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 7.88%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud569\ub2c8\ub2e4. \ucca8\ub2e8 \ub178\ub4dc \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc774\ub4dd\uc774 \uc99d\uac00\ud558\ub294 \ub9c8\uc2a4\ud06c \ube44\uc6a9\uc744 \uc0c1\ud68c\ud558\uae30 \ub54c\ubb38\uc5d0 \uc138\ub300\uac00 \uac70\ub4ed\ub420\uc218\ub85d \uc99d\uac00\ud569\ub2c8\ub2e4. 4nm \uc774\ud558 \uce69\uc740 \uc5f4 \ud55c\uacc4\ub97c 200W\/cm\u00b2 \uc774\uc0c1\uc73c\ub85c \ubc00\uc5b4\ubd99\uc5ec \uc561\uccb4 \ub0c9\uac01 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \uac15\uc81c\ud558\uba70, \uc774\ub294 \ud328\ud0a4\uc9c0\ub2f9 50-100\ub2ec\ub7ec\uc758 \ucd94\uac00 \ube44\uc6a9\uc744 \ubc1c\uc0dd\uc2dc\ud0b5\ub2c8\ub2e4. \uc0bc\uc131\uacfc TSMC\uc758 2025\ub144 \ub9d0\uae4c\uc9c0 2nm \ub85c\ub4dc\ub9f5\uc740 \uc804\ub958 \ubc00\ub3c4\ub97c \uc644\ud654\ud558\uae30 \uc704\ud55c \ud6c4\uba74 \uc804\ub825 \uacf5\uae09(backside power delivery)\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/p>\n<p>\uc911\uac04 \ubc94\uc704 \ub178\ub4dc(5-6nm)\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ubc14\uc77c \ubc0f PC \uc7a5\uce58\uc758 \uc8fc\ub958\uac00 \ub418\uc5b4 \ube44\uc6a9\uacfc \ud6a8\uc728\uc131\uc758 \uade0\ud615\uc744 \ub9de\ucd94\uace0 \uc788\uc73c\uba70, 7-10nm\ub294 12nm\uc5d0\uc11c \uc804\ud658\ud558\ub294 \ub514\uc790\uc774\ub108\uac00 \ub808\ud2f0\ud074 \ube44\uc6a9 \uae09\uc99d \uc5c6\uc774 \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud560 \uc218 \uc788\ub294 \ub2e4\ub9ac \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544 \ubc0f EU\uc758 \ud658\uacbd \uaddc\uc81c\ub294 \uc5f0\uac04 3-5%\uc758 \uc900\uc218 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf1c \uc77c\ubd80 \uc0dd\uc0b0\ub7c9\uc744 \ubc30\ucd9c \uaddc\uc81c\uac00 \ub35c\ud55c \uc9c0\uc5ed\uc73c\ub85c \uc774\ub3d9\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 4.4. \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc758 \uc131\uc7a5 \ubaa8\uba58\ud140<\/p>\n<p>\uc18c\ube44\uc790 \uac00\uc804\uc740 2025\ub144 \ub9e4\ucd9c\uc758 37.90%\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, \uc790\ub3d9\ucc28 \ubc0f ADAS \ubd80\ubb38\uc758 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \ub808\ubca8 3 \uc790\uc728\uc8fc\ud589\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \ud798\uc785\uc5b4 7.49%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Tesla\ub294 2026\ub144\ubd80\ud130 \uc790\uc728\uc8fc\ud589 \ucef4\ud4e8\ud305\uc744 \uc704\ud55c \uc6a9\ub7c9 \ud655\ubcf4\ub97c \uc704\ud574 Samsung\uacfc 165\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uce69 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\ub294 AI \ud6c8\ub828 \ub178\ub4dc \ud655\ub300\ub85c \uc778\ud574 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc73c\ub85c \ub0a8\uc544 \uc788\uc9c0\ub9cc, \uacf5\uc7a5 \ubc0f \ud1b5\uc2e0 \uc0ac\uc774\ud2b8\uc758 \uc5e3\uc9c0 \ubc30\ud3ec\uac00 \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ubd84\uc0b0\uc2dc\ud0a4\uba70 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc0b0\uc5c5\uc6a9 IoT\ub294 \ub85c\uceec\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\uc5ec \ubc31\ud640(backhaul) \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc904\uc774\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc740 ITAR(\uad6d\uc81c \ubb34\uae30 \uac70\ub798 \uaddc\uc815) \ubc0f DO-178C\uc640 \uac19\uc740 \uc5c4\uaca9\ud55c \uaddc\uc81c \uc900\uc218 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \ud504\ub85c\uc138\uc11c\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc788\uc73c\uba70, \uc774\ub294 \uc124\uacc4 \uc8fc\uae30\ub97c 12-18\uac1c\uc6d4 \uc5f0\uc7a5\ud558\uc9c0\ub9cc \ub354 \ub192\uc740 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP)\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uac8c\uc784 \ucf58\uc194 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uac8c\uc784 \ubc31\uc5d4\ub4dc\ub294 \ub808\uc774 \ud2b8\ub808\uc774\uc2f1 \ucf54\uc5b4\uc640 \uc2a4\uce7c\ub77c \uc5d4\uc9c4\uc744 \uc735\ud569\ud55c \ubaa8\ub180\ub9ac\uc2dd APU\uc758 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uacfc \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc9d1\uc911 \ub355\ubd84\uc5d0 2025\ub144 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 41.75%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. TSMC \uc560\ub9ac\uc870\ub098\uc758 4nm \ub77c\uc778\uc740 2025\ub144 \ucd08\ubd80\ud130 Apple \ubc0f NVIDIA\uc5d0 \uacf5\uae09\uc744 \uc2dc\uc791\ud588\uc73c\uba70, Intel\uc740 2029\ub144\uae4c\uc9c0 \ud30c\uc6b4\ub4dc\ub9ac \ud655\uc7a5\uc5d0 1,000\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \uc57d\uc18d\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub825 \ubd80\uc871\uacfc \ube44\uc790 \uc81c\ud55c\uc740 \uc5ec\uc804\ud788 \uad6c\uc870\uc801\uc778 \uc7a5\uc560\ubb3c\ub85c \ub0a8\uc544 \uc788\uc5b4 \uae30\uc5c5\ub4e4\uc774 \uc544\uc2dc\uc544\uc5d0\uc11c \uc804\ubb38 \uc778\ub825\uc744 \uc218\uc785\ud574\uc57c \ud558\ub294 \uc0c1\ud669\uc785\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d\uc758 \uc790\uccb4 \uc124\uacc4 \uc5ed\ub7c9 \uac15\ud654\uc640 \uc778\ub3c4\uc758 100\uc5b5 \ub2ec\ub7ec \uc778\uc13c\ud2f0\ube0c\uac00 \uc9c0\uc5ed\uc801 \uc790\ub9bd\uc744 \uad6c\ucd95\ud568\uc5d0 \ub530\ub77c 8.25%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uc758 TSMC-JASM \ud339\uacfc \ud55c\uad6d\uc758 \uc2dc\uc2a4\ud15c \ubc18\ub3c4\uccb4 \ube44\uc804 2030\uc740 \uae00\ub85c\ubc8c \uc0dd\uc0b0\uc744 \ub3d9\ucabd\uc73c\ub85c \ub354\uc6b1 \uc774\ub3d9\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d \uae30\uc5c5\uc758 \ud558\uc774\uc5d4\ub4dc EDA \ud750\ub984\uc744 \uc81c\ud55c\ud558\uc5ec \uad6d\ub0b4 \uc124\uacc4\uc5d0\uc11c RISC-V \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 430\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 Chips Act\ub97c \ud1b5\ud574 GlobalFoundries\uc758 \ub4dc\ub808\uc2a4\ub374 \ud655\uc7a5\uacfc Intel\uc758 \ub9c8\uadf8\ub370\ubd80\ub974\ud06c \ud339 \uac74\uc124\uc744 \uc9c0\uc6d0\ud558\uba70 \uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ud504\ub85c\uc138\uc11c\uac00 \uc720\ub7fd \ub300\ub959\uc758 \ud575\uc2ec \uc218\uc694\ub97c \ud615\uc131\ud558\uba70, \uac15\ub825\ud55c Tier-1 \uacf5\uae09\ub9dd\uacfc \uc5f0\uacc4\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ud658\uacbd \ubc0f GDPR(\uc77c\ubc18 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815) \uaddc\uc81c\ub294 \ub192\uc740 \uc778\uac74\ube44\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 OEM\uc774 \uc9c0\uc5ed \ub0b4 \ud339\uc744 \uc120\ud638\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uad6d\ubd80 \ud380\ub4dc\ub97c \ud65c\uc6a9\ud558\uc5ec \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8 \ubd80\ubb38\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\uc73c\ub098, \ucca8\ub2e8 \uc81c\uc870 \uc5ed\ub7c9\uc740 \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc785\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<\/p>\n<p>\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc758 \uacbd\uc7c1\uc740 \uc544\ud0a4\ud14d\ucc98 \ud601\uc2e0, \uc218\uc9c1 \ud1b5\ud569, \ud328\ud0a4\uc9d5 \ub9ac\ub354\uc2ed\uc774\ub77c\ub294 \uc138 \uac00\uc9c0 \ucd95\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. Intel\uc758 \uc9c0\uc5f0\uc740 AMD \ubc0f ARM \uae30\ubc18 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud560 \uae30\ud68c\ub97c \uc81c\uacf5\ud588\uc73c\uba70, NVIDIA\uc758 Grace Hopper\ub294 CPU\uc640 GPU\ub97c \ub2e8\uc77c \ubaa8\ub4c8\ub85c \ud1b5\ud569\ud558\uc5ec AI \ud6c8\ub828 \uc2dc\uc7a5\uc5d0\uc11c \uc6b0\uc704\ub97c \uc810\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 5\ucc9c\ub9cc \uac1c \uc774\uc0c1\uc758 \uc790\uccb4 \uce69\uc744 \ubc30\ud3ec\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \uc774\uc81c \uba85\ub839\uc5b4 \uc138\ud2b8 \ub85c\ub4dc\ub9f5\uacfc \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \uc608\uc57d\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Qualcomm\uc758 Alphawave Semi 24\uc5b5 \ub2ec\ub7ec \uc778\uc218\uc640 GlobalFoundries\uc758 MIPS \uc778\uc218 \uacc4\ud68d\uc740 \uce69\ub81b \uc2dc\ub300 \ud1b5\ud569\uacfc \uace0\uc18d \uc778\ud130\ucee4\ub125\ud2b8 IP \ubc0f RISC-V IP \ud655\ubcf4\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc2e4\ub9ac\ucf58, \ud328\ud0a4\uc9d5, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uc744 \uc18c\uc720\ud558\uc5ec \uc0dd\ud0dc\uacc4 \uac00\uce58\ub97c \ud655\ubcf4\ud558\ub294 \uc804\ub7b5\uc73c\ub85c \uc218\ub834\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. FTC(\uc5f0\ubc29\uac70\ub798\uc704\uc6d0\ud68c)\uc758 \ub300\uaddc\ubaa8 \uac70\ub798\uc5d0 \ub300\ud55c \uc870\uc0ac\ub294 \uaddc\uc81c \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0a4\uc9c0\ub9cc, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc218\uc9c1 \ud1b5\ud569\uacfc \uae30\uc220 \ud655\ubcf4\ub97c \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \uc720\uc9c0\ud558\ub824 \ub178\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ubbf8\ub798\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uae30\uc5c5\ub4e4\uc740 \ub2e8\uc21c\ud788 \uce69\uc744 \uc81c\uc870\ud558\ub294 \uac83\uc744 \ub118\uc5b4 \uc804\uccb4 \uc0dd\ud0dc\uacc4\uc758 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \ub098\uc544\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 AI \uc2dc\ub300\uc758 \ub3c4\ub798\ub294 \uc774\ub7ec\ud55c \uacbd\ud5a5\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud558\uc5ec, \ub370\uc774\ud130 \uc13c\ud130\ubd80\ud130 \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \ucef4\ud4e8\ud305 \uacc4\uce35\uc5d0\uc11c \ucd5c\uc801\ud654\ub41c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc774 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc0c8\ub85c\uc6b4 \uae30\uc220 \ud601\uc2e0\uacfc \ud568\uaed8 \uc2dc\uc7a5\uc758 \uc5ed\ub3d9\uc131\uc744 \ub354\uc6b1 \uc99d\ud3ed\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud504\ub85c\uc138\uc11c\ub294 \ucef4\ud4e8\ud130\uc758 \ud575\uc2ec \uc5f0\uc0b0\uc744 \uc218\ud589\ud558\ub294 \ud1b5\ud569 \uc804\uc790 \ud68c\ub85c\ub85c, \uc6b4\uc601 \uccb4\uc81c\ub85c\ubd80\ud130 \uc804\ub2ec\ub41c \uba85\ub839\uc744 \uc2e4\ud589\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc2a4\ub9c8\ud2b8\ud3f0 \ubcf4\uae09\ub960 \uc99d\uac00, \ud074\ub77c\uc6b0\ub4dc, AI \ubc0f \ube45\ub370\uc774\ud130 \uc6cc\ud06c\ub85c\ub4dc \ucc44\ud0dd \ud655\ub300, \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ubc30\ud3ec \ud655\uc7a5, \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \uc778\uc13c\ud2f0\ube0c, AI \ucd5c\uc801\ud654 \uba85\ub839\uc5b4 \uc138\ud2b8(\uc608: AMX, SVE2) \uac1c\ubc1c, \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569\uc744 \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10 \ub4f1\uc774 \uc8fc\uc694\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ubc18\uba74, \ucca8\ub2e8 \ub178\ub4dc \uc124\uacc4 \ubd84\uc57c\uc758 \uc778\uc7ac \ubd80\uc871, EDA\/IP\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c, 3nm \ubbf8\ub9cc \ub178\ub4dc\uc5d0\uc11c\uc758 \uc5f4 \uc124\uacc4 \ud55c\uacc4, \uacf5\uae09\ub9dd \ubc30\ucd9c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc9c0\ubaa9\ub429\ub2c8\ub2e4. \ub610\ud55c, \uac70\uc2dc \uacbd\uc81c\uc801 \uc694\uc778\uc758 \uc601\ud5a5, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uc0b0\uc5c5 \uacf5\uae09\ub9dd \ubd84\uc11d, \uadf8\ub9ac\uace0 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc81c\ud488 \uc720\ud615\ubcc4(CPU(\ud074\ub77c\uc774\uc5b8\ud2b8, \uc11c\ubc84), APU(\uc2a4\ub9c8\ud2b8\ud3f0, \ud0dc\ube14\ub9bf, \uc2a4\ub9c8\ud2b8 TV, \uc2a4\ub9c8\ud2b8 \uc2a4\ud53c\ucee4 \ub4f1)), \ub9c8\uc774\ud06c\ub85c \uc544\ud0a4\ud14d\ucc98\ubcc4(x86, Arm, RISC-V, Power), \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\ubcc4(10nm \ucd08\uacfc\ubd80\ud130 4nm \uc774\ud558\uae4c\uc9c0), \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4(\uac00\uc804\uc81c\ud488, \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc, \uc0b0\uc5c5 \ubc0f IoT \uc5e3\uc9c0, \uc790\ub3d9\ucc28 \ubc0f ADAS, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 \uc8fc\uc694 \uad6d\uac00 \ubc0f \ud558\uc704 \uc9c0\uc5ed \ud3ec\ud568)\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc740 2026\ub144 1,396\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub97c \uae30\ub85d\ud588\uc73c\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.19%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc5f0\ud3c9\uade0 8.25%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc774 \uc608\uc0c1\ub418\uba70, \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc911\uc5d0\uc11c\ub294 \uc790\ub3d9\ucc28 \ubc0f ADAS \ud504\ub85c\uc138\uc11c\uac00 \uc5f0\ud3c9\uade0 7.49%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c \uc544\ud0a4\ud14d\ucc98 \uc911\uc5d0\uc11c\ub294 \uac1c\ubc29\ud615 \ubc0f \ub9de\ucda4\ud615 IP\uc5d0 \ub300\ud55c \uad00\uc2ec \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 RISC-V\uac00 \uc5f0\ud3c9\uade0 6.47%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4. \ub610\ud55c, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \uc131\ub2a5 \ub300\ube44 \ube44\uc6a9 \ud6a8\uc728\uc131 \ubc0f \ub370\uc774\ud130 \uc8fc\uad8c \ud655\ubcf4\ub97c \uc704\ud574 \uc790\uccb4 \uce69\uc744 \uc124\uacc4\ud558\uba74\uc11c 450\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub0b4\ubd80 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\ub2e4\ub294 \uc810\ub3c4 \uc8fc\ubaa9\ud560 \ub9cc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ub2e4\ub8e8\uba70, Advanced Micro Devices Inc. (AMD), Intel Corporation, Qualcomm Technologies Inc., Apple Inc., NVIDIA Corporation, Samsung Electronics Co. Ltd. \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc5ec \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc5d0 \ud544\uc694\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\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-57912","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\/57912"}],"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=57912"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/57912\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=57912"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=57912"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=57912"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}