{"id":58196,"date":"2026-02-26T06:18:25","date_gmt":"2026-02-26T06:18:25","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-chip-market-mordor\/"},"modified":"2026-10-16T17:37:55","modified_gmt":"2026-10-16T08:37:55","slug":"automotive-chip-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-chip-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ucc28\ub7c9\uc6a9 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/automotive-chip-market-1751049663801-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\/automotive-chip-market-size-image-1751049667603.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 \uc720\ub7fd \uc8fc\ub3c4\uc758 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ubc0f \uad6c\uc5ed\ubcc4 E-\uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\uc804\uc555 EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c SiC \ubc0f GaN \uc804\ub825 \uc7a5\uce58 \ucc44\ud0dd \uac00\uc18d\ud654 (\uc911\uad6d \uc911\uc2ec)<\/li>\n<li class=\"toc-level-3\">4.2.3 L3+ ADAS \uae30\ub2a5 \uad6c\ud604\uc744 \uc704\ud55c 4nm\/5nm \uc790\ub3d9\ucc28 SoC\uc5d0 \ub300\ud55c OEM\uc758 \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc815\ubd80 \uc758\ubb34 \uc0ac\uc774\ubc84 \ubcf4\uc548\/OTA \ud45c\uc900 (WP.29, UNECE R155\/R156)\uc73c\ub85c \uc778\ud55c \uc2e4\ub9ac\ucf58 \ucf58\ud150\uce20 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubc30\ud130\ub9ac \ube44\uc6a9 \ub3d9\ub4f1\uc131\uc73c\ub85c \uc778\ud55c \ub0a8\ubbf8 BEV \ubcf4\uae09 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 \uce69\ub81b \uae30\ubc18 \ubaa8\ub4c8\ud615 \uc124\uacc4\ub85c Tier-1\uc758 \ucd9c\uc2dc \uae30\uac04 \ub2e8\ucd95<\/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 \uc2e0\uaddc \ud339 \ubc1c\ud45c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub9cc\uc131\uc801\uc778 28-45nm \ud30c\uc6b4\ub4dc\ub9ac \uc6a9\ub7c9 \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \uae30\ub2a5 \uc548\uc804 (ISO 26262\/ASIL-D) \uc778\uc99d \ube44\uc6a9\uc774 \uc911\uacac \uacf5\uae09\uc5c5\uccb4\uc5d0 \ubd80\ub2f4<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e4\ub0b4 \ub3c4\uba54\uc778\uc6a9 3D \ud328\ud0a4\uc9d5\uc758 \uc81c\ud55c\ub41c \uc5f4 \uad00\ub9ac \uc5ec\uc720 \uacf5\uac04<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc911\uad6d OEM\uc5d0 \ub300\ud55c EDA\/IP \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c<\/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 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd (\ucca8\ub2e8 \ub178\ub4dc, WBG \uc7ac\ub8cc, \uce69\ub81b)<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc601\ud5a5 \ud3c9\uac00<\/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 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec \ubc0f \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc804\ub825 \uad00\ub9ac \ubc0f \ub4dc\ub77c\uc774\ubc84 IC<\/li>\n<li class=\"toc-level-3\">5.1.3 \uac1c\ubcc4 \uc804\ub825 \uc18c\uc790 (IGBT, MOSFET, SiC, GaN)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc13c\uc11c (\uc774\ubbf8\uc9c0, LiDAR, \ub808\uc774\ub354, MEMS)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uba54\ubaa8\ub9ac (DRAM, NAND, NOR)<\/li>\n<li class=\"toc-level-3\">5.1.6 \uc5f0\uacb0 \ubc0f \ub124\ud2b8\uc6cc\ud06c IC (\uc774\ub354\ub137, CAN-FD, LIN, FlexRay)<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0 (\ud074\ub85d, \uc544\ub0a0\ub85c\uadf8 \ud504\ub7f0\ud2b8\uc5d4\ub4dc, \uc778\ud130\ud398\uc774\uc2a4)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc81c\uc870 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u2264 10 nm<\/li>\n<li class=\"toc-level-3\">5.2.2 11 \u2013 22 nm<\/li>\n<li class=\"toc-level-3\">5.2.3 23 \u2013 45 nm<\/li>\n<li class=\"toc-level-3\">5.2.4 > 45 nm<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc18\ub3c4\uccb4 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2e4\ub9ac\ucf58 (Si)<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud0c4\ud654\uaddc\uc18c (SiC)<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc9c8\ud654\uac08\ub968 (GaN)<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 (SiGe, GaAs, SOS)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd94\uc9c4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ub0b4\uc5f0\uae30\uad00 (ICE) \ucc28\ub7c9<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (HEV\/PHEV)<\/li>\n<li class=\"toc-level-3\">5.4.3 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 (BEV)<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28 (FCEV)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucc28\ub7c9 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.5.2 \uacbd\uc0c1\uc6a9\ucc28 (LCV)<\/li>\n<li class=\"toc-level-3\">5.5.3 \ub300\ud615 \uc0c1\uc6a9\ucc28 (HCV \ubc0f \ubc84\uc2a4)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ub3c4\uba54\uc778\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f \uc100\uc2dc<\/li>\n<li class=\"toc-level-3\">5.6.2 \ucca8\ub2e8 \uc6b4\uc804\uc790 \uc9c0\uc6d0 \ubc0f \uc548\uc804<\/li>\n<li class=\"toc-level-3\">5.6.3 \ucc28\uccb4, \ud3b8\uc758 \ubc0f \uc548\ub77d<\/li>\n<li class=\"toc-level-3\">5.6.4 \ud154\ub808\ub9e4\ud2f1\uc2a4, \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \ubc0f \uc5f0\uacb0\uc131<\/li>\n<li class=\"toc-level-3\">5.6.5 \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c (BMS)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \ucd5c\uc885 \uc2dc\uc7a5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 OEM \uc124\uce58 (\uacf5\uc7a5 \uc7a5\ucc29)<\/li>\n<li class=\"toc-level-3\">5.7.2 \uc560\ud504\ud130\ub9c8\ucf13 \uac1c\uc870<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.8 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.8.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.8.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.8.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.8.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.8.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.8.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.8.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.8.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.8.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.8.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.8.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.8.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.8.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.8.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.8.3.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.8.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.8.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.8.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.8.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.8.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.8.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.8.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.8.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.8.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.8.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.8.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.8.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.8.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.8.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.8.5.2.2 \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, \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 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.2 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.3 NXP Semiconductors N.V.<\/li>\n<li class=\"toc-level-3\">6.4.4 Renesas Electronics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.5 Texas Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 onsemi<\/li>\n<li class=\"toc-level-3\">6.4.7 Analog Devices Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Toshiba Electronic Devices &amp; Storage Corp.<\/li>\n<li class=\"toc-level-3\">6.4.9 Micron Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 ROHM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Robert Bosch Semiconductor<\/li>\n<li class=\"toc-level-3\">6.4.12 Wolfspeed Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Semikron Danfoss<\/li>\n<li class=\"toc-level-3\">6.4.14 Mitsubishi Electric Corp.<\/li>\n<li class=\"toc-level-3\">6.4.15 Nexperia B.V.<\/li>\n<li class=\"toc-level-3\">6.4.16 Littelfuse Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Alpha &amp; Omega Semiconductor Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Microchip Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Qualcomm Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Samsung Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 MediaTek Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 Ambarella Inc.<\/li>\n<li class=\"toc-level-3\">6.4.23 Mobileye Global Inc.<\/li>\n<li class=\"toc-level-3\">6.4.24 GigaDevice Semiconductor<\/li>\n<li class=\"toc-level-3\">6.4.25 Silicon Labs<\/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>\uc790\ub3d9\ucc28 \uce69 \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \ubd84\uc11d (2025-2030)<\/p>\n<p>\uc790\ub3d9\ucc28 \uce69 \uc2dc\uc7a5\uc740 2025\ub144 684\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144 1,076\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud558\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 9.49%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ucc28\ub7c9\uc774 &#8216;\ubc14\ud034 \ub2ec\ub9b0 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucef4\ud4e8\ud130&#8217;\ub85c \uc9c4\ud654\ud568\uc5d0 \ub530\ub77c \ub300\ub2f9 \ubc18\ub3c4\uccb4 \uac00\uce58\uac00 1,000\ub2ec\ub7ec\uc5d0 \uc721\ubc15\ud558\ub294 \ucd94\uc138\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc740 \ubd84\uc0b0\ud615 \uc804\uc790 \uc81c\uc5b4 \uc7a5\uce58(ECU)\ub97c \uc18c\uc218\uc758 \uad6c\uc5ed \ucee8\ud2b8\ub864\ub7ec\ub85c \ub300\uccb4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uace0\uc131\ub2a5 \ud504\ub85c\uc138\uc11c, \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc804\ub825 \uc7a5\uce58, \uace0\uc18d \ub124\ud2b8\uc6cc\ud0b9 \uce69\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28(EV) \ud504\ub85c\uadf8\ub7a8\uc740 \ub0b4\uc5f0\uae30\uad00(ICE) \ucc28\ub7c9\ubcf4\ub2e4 2~3\ubc30 \ub9ce\uc740 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20\ub97c \ud544\uc694\ub85c \ud558\uc5ec \uc774\ub7ec\ud55c \ucd94\uc138\ub97c \ub354\uc6b1 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ub808\ubca8 3 \uc774\uc0c1\uc758 \uc790\uc728 \uc8fc\ud589\uc744 \uc704\ud55c \ucca8\ub2e8 \uc81c\uc870 \ub178\ub4dc\ub85c\uc758 \uc804\ud658\uacfc \uc5c4\uaca9\ud55c \uc0ac\uc774\ubc84 \ubcf4\uc548 \uaddc\uc81c\ub294 \ubc18\ub3c4\uccb4 \uc694\uad6c \uc0ac\ud56d\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc124\uacc4 \uc2b9\uc778 \uc8fc\uae30\ub97c \uc5f0\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>1. \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ubc0f \uad6c\uc5ed\ud615 E-\uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654:<br \/>\n\uc720\ub7fd \ube0c\ub79c\ub4dc\ub4e4\uc740 \ud558\ub124\uc2a4 \ubb34\uac8c\ub97c \ucd5c\ub300 20% \uc904\uc774\uace0 70~100\uac1c\uc758 ECU\ub97c 5~10\uac1c\uc758 \uad6c\uc5ed \ucee8\ud2b8\ub864\ub7ec\ub85c \ub300\uccb4\ud558\ub294 \uad6c\uc5ed\ud615 \ub808\uc774\uc544\uc6c3\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ub974\uc138\ub370\uc2a4-\ubca4\uce20\ub294 2026\ub144\uae4c\uc9c0 MB.OS \ubc31\ubcf8\uc744 \uc804 \ucc28\ub7c9\uc5d0 \uc801\uc6a9\ud560 \uc608\uc815\uc774\uba70, \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8\ub294 \uac01 \uad6c\uc5ed\uc5d0 \ub300\ud55c \ub85c\uceec \uc778\ud154\ub9ac\uc804\uc2a4\uc640 \uc194\ub9ac\ub4dc \uc2a4\ud14c\uc774\ud2b8 \ud4e8\uc9d5\uc744 \uacb0\ud569\ud55c \uc2a4\ub9c8\ud2b8 \uc804\ub825 \ubd84\ubc30 \uce69\uc744 \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc7ac\uc124\uacc4\ub294 \uae30\uac00\ube44\ud2b8 \uc774\ub354\ub137 \ubc0f PCIe \ub9c1\ud06c \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uba70, \uc790\ub3d9\ucc28 \uc774\ub354\ub137 \uc2dc\uc7a5\uc740 \uc5f0\ud3c9\uade0 25% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uad6c\uc5ed\ud615 \uc124\uacc4\uac00 \uc131\uc219\ud568\uc5d0 \ub530\ub77c OTA(Over-The-Air) \uc5c5\ub370\uc774\ud2b8\uac00 \ud45c\uc900\ud654\ub418\uc5b4 \ucc28\ub7c9\ub2f9 \ud50c\ub798\uc2dc, DRAM, \ub124\ud2b8\uc6cc\ud06c \ud504\ub85c\uc138\uc11c \ucf58\ud150\uce20\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uace0\uc804\uc555 EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c SiC \ubc0f GaN \uc804\ub825 \uc7a5\uce58\uc758 \ube60\ub978 \ucc44\ud0dd:<br \/>\nSiC \uc778\ubc84\ud130\ub294 2023\ub144 BEV \uc2dc\uc7a5\uc758 28%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70 2035\ub144\uc5d0\ub294 50%\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d \uc81c\uc870\uc0ac\ub4e4\uc774 SiC \ubc30\ud3ec\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, NIO\uc758 ET7 \uc138\ub2e8\uc740 SiC \ubaa8\ub4c8\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc2e4\ub9ac\ucf58 IGBT \uc124\uacc4 \ub300\ube44 \uc804\ub3c4 \uc190\uc2e4\uc744 50% \uc904\uc600\uc2b5\ub2c8\ub2e4. Wolfspeed\ub294 \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 200mm SiC \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. GaN\uc740 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30 \ubc0f DC-DC \ucee8\ubc84\ud130\uc5d0 \uc801\uc6a9\ub418\uc5b4 \ucda9\uc804\uae30 \ubd80\ud53c\ub97c 50% \uc904\uc774\uace0 \uc804\ub825 \ubc00\ub3c4\ub97c 3\ubc30 \ub192\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc18c\uc7ac\uc758 \uc0ac\uc6a9 \ud655\ub300\ub294 \uc8fc\ud589 \uac70\ub9ac \uac1c\uc120, \ube60\ub978 \ucda9\uc804 \uac00\ub2a5\uc131, \uadf8\ub9ac\uace0 \ub354 \ub192\uc740 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP)\uc744 \uac00\uc9c4 \uc804\ub825 \ubc18\ub3c4\uccb4\ub85c\uc758 \uc2dc\uc7a5 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. L3+ ADAS \uae30\ub2a5\uc744 \uc704\ud55c 4nm\/5nm \uc790\ub3d9\ucc28 SoC\uc5d0 \ub300\ud55c OEM\uc758 \ucd94\uc9c4:<br \/>\n\uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc740 \ucef4\ud4e8\ud305 \uc9d1\uc57d\uc801\uc778 ADAS \uc6cc\ud06c\ub85c\ub4dc\ub97c 10nm \uc774\ud558 \ub178\ub4dc\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\ub294 15\ub144 \uc790\ub3d9\ucc28 \uc218\uba85 \uc8fc\uae30\uc5d0 \ub9de\ucdb0 N4AE \ubc0f N3AE \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud588\uc73c\uba70, NXP\ub294 2025\ub144 \uccab \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c 5nm \ucc28\ub7c9\uc6a9 CPU\ub97c \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. Ambarella\uc758 CV3 \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec\ub294 \ucca8\ub2e8 \ub178\ub4dc\uc5d0\uc11c 500 TOPS\uc758 AI \ucc98\ub9ac\ub7c9\uc744 \uc81c\uacf5\ud558\uba70 AEC-Q100 Grade 2 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. 16nm \uc774\uc804 \uc138\ub300 \ub300\ube44 15\ubc30 \ud5a5\uc0c1\ub41c \uc131\ub2a5\uc740 \ub808\ubca8 3+ \uc790\uc728 \uc8fc\ud589\uc744 \uc704\ud55c \uc2e4\uc2dc\uac04 \uc13c\uc11c \ud4e8\uc804\uc744 \uc9c0\uc6d0\ud558\uba70, \uc790\ub3d9\ucc28 \uce69 \uc2dc\uc7a5\uc5d0\uc11c \ucca8\ub2e8 \ub9ac\uc18c\uadf8\ub798\ud53c\uc758 \uc0ac\uc5c5\uc801 \ud0c0\ub2f9\uc131\uc744 \ud655\uace0\ud788 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc815\ubd80 \uc758\ubb34 \uc0ac\uc774\ubc84 \ubcf4\uc548 \ubc0f OTA \ud45c\uc900:<br \/>\nUNECE R155 \ubc0f R156 \uaddc\uc815\uc740 2024\ub144 7\uc6d4\ubd80\ud130 \ubaa8\ub4e0 \uc2e0\ucc28 \uc720\ud615\uc5d0 \uc758\ubb34\ud654\ub418\uc5b4, \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc740 \ubaa8\ub4e0 \uc911\uc559 \ud504\ub85c\uc138\uc11c\uc5d0 \ud558\ub4dc\uc6e8\uc5b4 \ubcf4\uc548 \ubaa8\ub4c8\uacfc \uc2e0\ub8b0 \uc2e4\ud589 \ud658\uacbd\uc744 \ub0b4\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \ucc28\ub7c9\ub2f9 45~60\ub2ec\ub7ec\uc758 \ubc18\ub3c4\uccb4 \ube44\uc6a9\uc744 \ucd94\uac00\ud558\uace0 \ubcf4\uc548 \uce69 \ucd9c\ud558\ub7c9\uc744 \uc804\ub144 \ub300\ube44 30% \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Keysight\uc758 SA8710A \uc790\ub3d9 \ubcf4\uc548 \ud14c\uc2a4\ud2b8 \ud50c\ub7ab\ud3fc\uc740 \uac80\uc99d \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uba70, NXP\ub294 \ub0b4\uc7a5 \uc554\ud638\ud654 \ud0a4\ub97c \uac16\ucd98 \ubc29\ud654\ubcbd CAN-FD \ud2b8\ub79c\uc2dc\ubc84\ub97c \ucd9c\ud558\ud588\uc2b5\ub2c8\ub2e4. \uc0ac\uc774\ubc84 \ubcf4\uc548\uc774 \ud615\uc2dd \uc2b9\uc778 \ud544\uc218 \uc694\uac74\uc774 \ub418\uba74\uc11c \uae30\ubcf8 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20\uac00 \uc601\uad6c\uc801\uc73c\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1. 28-45nm \ud30c\uc6b4\ub4dc\ub9ac \uc6a9\ub7c9 \ubcd1\ubaa9 \ud604\uc0c1:<br \/>\n\ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec, \uc804\ub825 \uad00\ub9ac IC, \uc544\ub0a0\ub85c\uadf8 \ud504\ub7f0\ud2b8 \uc5d4\ub4dc\ub294 \uac80\uc99d\ub41c \uc2e0\ub8b0\uc131\uacfc \ub0ae\uc740 \ub9c8\uc2a4\ud06c \ube44\uc6a9\uc73c\ub85c \uc778\ud574 \uc131\uc219\ud55c 28-45nm \uacf5\uc815\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uc774 \ub178\ub4dc\ub294 2024\ub144 \uc790\ub3d9\ucc28 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uc758 42.4%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc0b0\uc5c5 \ubc0f IoT \uad6c\ub9e4\uc790\ub4e4\uacfc\uc758 \uacbd\uc7c1\uc73c\ub85c \ub9ac\ub4dc \ud0c0\uc784\uc774 26\uc8fc\uae4c\uc9c0 \ub298\uc5b4\ub0ac\uc2b5\ub2c8\ub2e4. 2025\ub144\uc5d0 18\uac1c\uc758 \uc2e0\uaddc \ud339\uc774 \ucc29\uacf5\ub420 \uc608\uc815\uc774\uc9c0\ub9cc, \ub300\ubd80\ubd84 7nm \uc774\ud558 \uae30\uc220\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc131\uc219 \ub178\ub4dc\uc758 \uacf5\uae09 \uaca9\ucc28\ub294 \ud574\uc18c\ub418\uc9c0 \uc54a\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc911\uad6d OEM\uc5d0 \ub300\ud55c EDA\/IP \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c:<br \/>\n\ubbf8\uad6d \uc218\ucd9c \uaddc\uc81c\ub294 \uc911\uad6d \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc758 \ucca8\ub2e8 EDA \uc2a4\uc704\ud2b8 \ubc0f IP \ube14\ub85d \uc811\uadfc\uc744 \uc81c\ud55c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. BYD\ub294 \uc790\uccb4 \uce69 \uac1c\ubc1c\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc9c0\ub9cc, \uac80\uc99d \ud750\ub984\uc774 \uc5c5\uacc4 \ubaa8\ubc94 \uc0ac\ub840\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud574 \uc2dc\uc7a5 \ucd9c\uc2dc\uac00 \uc9c0\uc5f0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\ud55c\uc740 \uc911\uad6d\uc758 1,500\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc790\uae09\uc790\uc871 \ud504\ub85c\uadf8\ub7a8\uc744 \ucd09\uc9c4\ud588\uc9c0\ub9cc, \ubcd1\ub82c \uc0dd\ud0dc\uacc4\ub294 \ud1b5\ud569 \uc704\ud5d8\uc744 \ub192\uc774\uace0 \uad6d\uacbd \uac04 \ud638\ud658\uc131\uc744 \uc704\ud611\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>1. \ubd80\ud488\ubcc4:<br \/>\n\ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec \ubc0f \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c\ub294 2024\ub144 \ub9e4\ucd9c\uc758 29.1%\ub97c \ucc28\uc9c0\ud558\uba70 \uc8fc\uc694 \ucc28\ub7c9 \ub3c4\uba54\uc778\uc758 \ud575\uc2ec\uc744 \uc774\ub8f9\ub2c8\ub2e4. \uace0\uae09 \ucc28\ub7c9\uc5d0\ub294 \ucd5c\ub300 100\uac1c\uc758 MCU\uac00 \ud0d1\uc7ac\ub418\uba70, \ub300\uc911 \uc2dc\uc7a5 \ubaa8\ub378\uc5d0\ub294 \ud3c9\uade0 30~50\uac1c\uac00 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uad6c\uc5ed\ud615 \uc544\ud0a4\ud14d\ucc98\uac00 \uae30\ub2a5\uc744 \ud1b5\ud569\ud568\uc5d0 \ub530\ub77c, \uc124\uacc4\uc790\ub4e4\uc740 \uae30\ub2a5 \uc548\uc804 \ud558\ub4dc\uc6e8\uc5b4\ub97c \uac16\ucd98 \uace0\uc131\ub2a5 32\ube44\ud2b8 MCU\ub97c \uc9c0\uc815\ud558\uc5ec \ub2e8\uc704 \uc218\uac00 \uac10\uc18c\ud558\ub354\ub77c\ub3c4 \uac00\uce58\ub97c \uc9d1\uc911\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc13c\uc11c\ub294 \ub808\uc774\ub354, \ube44\uc804, LiDAR \uc2a4\uc704\ud2b8\uc758 \ud655\uc0b0\uc73c\ub85c \uc5f0\ud3c9\uade0 13.2% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc804\ub825 \uad00\ub9ac IC, \uac1c\ubcc4 \uc804\ub825 \uc7a5\uce58, \uba54\ubaa8\ub9ac \ub610\ud55c \uc804\ub3d9\ud654 \ubc0f \ud48d\ubd80\ud55c \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \ud398\uc774\ub85c\ub4dc\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc81c\uc870 \ub178\ub4dc\ubcc4:<br \/>\n23-45nm \ub178\ub4dc \ud074\ub798\uc2a4\ub294 \uc218\uc2ed \ub144\uac04\uc758 \ud604\uc7a5 \uc2e0\ub8b0\uc131\uacfc \ud63c\ud569 \uc2e0\ud638 \ud1b5\ud569\uc744 \uc704\ud55c \ube44\uc6a9 \uc774\uc810\uc73c\ub85c \uc778\ud574 2024\ub144 \ub9e4\ucd9c\uc758 42.4%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc2dc\uc7a5\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc740 10nm \uc774\ud558 \uc6e8\uc774\ud37c\uc5d0\uc11c \ube44\ub86f\ub418\uc5c8\uc73c\uba70, \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc774 \uc218\ubc31 TOPS\ub97c \uc694\uad6c\ud558\ub294 \ub2e4\uc911 \uc13c\uc11c ADAS \uc2a4\ud0dd\uc744 \ubc30\ud3ec\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 19.4% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. 11-22nm \ub178\ub4dc\ub294 \ub514\uc9c0\ud138 \uacc4\uae30\ud310 \ubc0f \uc11c\ube44\uc2a4 \uac8c\uc774\ud2b8\uc6e8\uc774\uc5d0 \uc0ac\uc6a9\ub418\uc5b4 \ube44\uc6a9\uacfc \ud655\uc7a5\uc131 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \ub9de\ucda5\ub2c8\ub2e4.<\/p>\n<p>3. \ubc18\ub3c4\uccb4 \uc7ac\ub8cc\ubcc4:<br \/>\n\uae30\uc874 \uc2e4\ub9ac\ucf58\uc740 \uc131\uc219\ud55c \uc0dd\ud0dc\uacc4\uc640 \uad11\ubc94\uc704\ud55c \uc801\uc6a9 \uac00\ub2a5\uc131\uc73c\ub85c \uc778\ud574 2024\ub144 \ub9e4\ucd9c\uc758 85.2%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 SiC\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc774 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ud6a8\uc728\uc744 \uc694\uad6c\ud558\ub294 800V \uad6c\ub3d9\uacc4\ub97c \uc9c0\uc815\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 31.5% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. GaN\uc740 \uace0\uc18d \ucda9\uc804\uae30 \ubd84\uc57c\uc5d0\uc11c \ubcf4\ub4dc \uacf5\uac04\uc744 \uc904\uc774\uace0 \uc5f4 \uc2dc\uc2a4\ud15c\uc744 \ucd95\uc18c\ud558\ub294 \ub370 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. 2035\ub144\uae4c\uc9c0 SiC\ub294 \uc790\ub3d9\ucc28 \uc804\ub825 \uc7a5\uce58 \ub9e4\ucd9c\uc758 \uc808\ubc18\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \ucd94\uc9c4 \uc720\ud615\ubcc4:<br \/>\nICE \ud50c\ub7ab\ud3fc\uc740 \uc5ec\uc804\ud788 2024\ub144 \ubc18\ub3c4\uccb4 \uc9c0\ucd9c\uc758 57.1%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, BEV\ub294 \uc5f0\ud3c9\uade0 15.5% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. BEV \uc124\uacc4\ub294 \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \ubc30\ud130\ub9ac \uad00\ub9ac \ubc0f \uc5f4 \ucd94\uc9c4 \ud1b5\ud569\uc73c\ub85c \uc778\ud574 ICE \ucc28\ub7c9(600\ub2ec\ub7ec) \ub300\ube44 \ud3c9\uade0 1,200\ub2ec\ub7ec\uc758 \ubc18\ub3c4\uccb4 \ube44\uc6a9\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc740 \ub4c0\uc5bc 400V \ubc0f 12V \uc804\ub825\ub9dd\uacfc \ud68c\uc0dd \uc81c\ub3d9 \ucee8\ud2b8\ub864\ub7ec\ub97c \uacb0\ud569\ud558\uc5ec \uadf8 \uaca9\ucc28\ub97c \uba54\uc6c1\ub2c8\ub2e4.<\/p>\n<p>5. \ucc28\ub7c9 \ub4f1\uae09\ubcc4:<br \/>\n\uc2b9\uc6a9\ucc28\ub294 \ub192\uc740 \uc0dd\uc0b0\ub7c9\uacfc \ube60\ub978 \uae30\ub2a5 \ucc44\ud0dd\uc73c\ub85c \uc778\ud574 2024\ub144 \ub9e4\ucd9c\uc758 71.3%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub300\ud615 \uc0c1\uc6a9\ucc28\ub294 \ucc28\ub7c9 \uc804\ub3d9\ud654, \ud50c\ub798\ud22c\ub2dd(platooning), OTA \uc9c4\ub2e8\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 11.2%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>6. \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ub3c4\uba54\uc778\ubcc4:<br \/>\n\ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f \uc100\uc2dc \uae30\ub2a5\uc740 2024\ub144 \ub9e4\ucd9c\uc758 34.2%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS)\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 17.4% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uc608\uce21 BMS\ub294 \uc140 \uc218\uc900 \uc784\ud53c\ub358\uc2a4 \ucd94\uc801\uc744 \uc0ac\uc6a9\ud558\uba70, \uc81c\ub108\ub7f4 \ubaa8\ud130\uc2a4\ub294 Ultium \ud329\uc5d0 \ubb34\uc120 \uac10\uc9c0 \uae30\ub2a5\uc744 \uc801\uc6a9\ud558\uc5ec \ubc30\uc120 \uc9c8\ub7c9\uc744 \uc904\uc774\uace0 \uc870\ub9bd \uc218\uc728\uc744 \uac1c\uc120\ud588\uc2b5\ub2c8\ub2e4. ADAS \ubc0f \uc548\uc804\uc740 \ub808\uc774\ub354, \uce74\uba54\ub77c, LiDAR\uac00 \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec\ub85c \uc735\ud569\ub418\uba74\uc11c \ub450 \ubc88\uc9f8\ub85c \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uc885 \uc2dc\uc7a5\ubcc4:<br \/>\nOEM \uc124\uce58\ub294 \ud575\uc2ec \ucc28\ub7c9 \uae30\ub2a5\uc774 \uc27d\uac8c \uac1c\uc870\ub420 \uc218 \uc5c6\uae30 \ub54c\ubb38\uc5d0 \uac00\uce58\uc758 90% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. OTA \uae30\ub2a5 \uc7a0\uae08 \ud574\uc81c\ub294 \ud558\ub4dc\uc6e8\uc5b4 \ud45c\uc900\ud654\ub97c \ub354\uc6b1 \ucd94\uc9c4\ud558\uc5ec \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc774 \ucd94\uac00 \ubaa8\ub4c8 \uc5c6\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc635\uc158\uc744 \ud310\ub9e4\ud560 \uc218 \uc788\ub3c4\ub85d \ud588\uc2b5\ub2c8\ub2e4. \uc560\ud504\ud130\ub9c8\ucf13 \uc218\uc694\ub294 \ucc28\ub7c9 \ud154\ub808\ub9e4\ud2f1\uc2a4 \ubc0f \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8\uc5d0 \uc9d1\uc911\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 \uc911\uad6d\uc758 \uc804\uae30\ucc28 \uc0dd\uc0b0 \ub9ac\ub354\uc2ed\uacfc 1,500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uacf5\uaca9\uc801\uc778 \ubc18\ub3c4\uccb4 \uc790\ub9bd \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 2024\ub144 46.2%\uc758 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. BYD, NIO, XPENG\ub294 \uc790\uccb4 \uc804\ub825 \uc7a5\uce58\ub97c \ud1b5\ud569\ud588\uc73c\uba70, \ub300\ub9cc \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc740 10nm \uc774\ud558\uc758 \uac00\uc7a5 \uc9c4\ubcf4\ub41c \uc790\ub3d9\ucc28 \uc6e8\uc774\ud37c\ub97c \uc0dd\uc0b0\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \uc804\ub825 \uc804\uc790 \ubd84\uc57c\uc5d0\uc11c \uac15\uc138\ub97c \uc720\uc9c0\ud588\uc73c\uba70, \ud55c\uad6d\uc740 \uc0bc\uc131\uc758 \uba54\ubaa8\ub9ac \ubc0f \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c \uc0dd\ud0dc\uacc4\ub97c \ud65c\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc720\ub7fd\uc740 \uad6c\uc5ed\ud615 \uc544\ud0a4\ud14d\ucc98\uc640 \ub808\ubca8 3 \uc790\uc728 \uc8fc\ud589\uc744 \uac1c\ucc99\ud55c \ud504\ub9ac\ubbf8\uc5c4 OEM\uc5d0 \uc758\ud574 \ub9e4\ucd9c 2\uc704\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uce69\uc2a4 \ubc95(European Chips Act)\uc740 2030\ub144\uae4c\uc9c0 \uc9c0\uc5ed\uc758 \uae00\ub85c\ubc8c \uc810\uc720\uc728\uc744 20%\ub85c \ub450 \ubc30 \ub298\ub9ac\uae30 \uc704\ud574 \ud604\uc9c0 \ud339\uc5d0 430\uc5b5 \uc720\ub85c(486\uc5b5 \ub2ec\ub7ec)\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8\ub294 \uc138\uacc4\uc801 \uc218\uc900\uc758 \uce69 \uc124\uacc4\uc640 \uac00\uc18d\ud654\ub418\ub294 EV \ud504\ub85c\uadf8\ub7a8\uc744 \uacb0\ud569\ud588\uc2b5\ub2c8\ub2e4. 520\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 CHIPS Act\ub294 \uc790\ub3d9\ucc28 \ub4f1\uae09 \ub178\ub4dc\uc5d0 \ub300\ud55c \ud604\uc9c0 \uc0dd\uc0b0 \ub2a5\ub825 \uc811\uadfc\uc131\uc744 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc81c\ub108\ub7f4 \ubaa8\ud130\uc2a4\uc640 \ud3ec\ub4dc\ub294 \uc2e4\ub9ac\ucf58\uc774 \ud48d\ubd80\ud55c \ubc30\ud130\ub9ac \ud329\uacfc \ub3c4\uba54\uc778 \ucef4\ud4e8\ud130\ub97c \ub0b4\uc7a5\ud55c Ultium \ubc0f Model e \ud50c\ub7ab\ud3fc\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \ud604\uc7ac \uac00\uc7a5 \uc791\uc740 \uc2dc\uc7a5\uc774\uc9c0\ub9cc, 13.8%\ub85c \uac00\uc7a5 \ube60\ub978 \uc608\uce21 CAGR\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ubaa8\ub85c\ucf54\uc758 \uc218\ucd9c \uc9c0\ud5a5 \uc790\ub3d9\ucc28 \uacf5\uc7a5\uc740 ADAS \ubc0f \uc5f0\uacb0\uc131 \uae30\ub2a5\uc744 \ucc44\ud0dd\ud588\uc73c\uba70, \ub0a8\uc544\ud504\ub9ac\uce74\ub294 \ud604\uc9c0 \uc804\uc790 \ubd80\ud488 \uc870\ub2ec\uc744 \uc7a5\ub824\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc778\ud53c\ub2c8\uc5b8(Infineon), NXP, ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(STMicroelectronics), \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8(Texas Instruments), \ub974\ub124\uc0ac\uc2a4(Renesas) \ub4f1 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 2024\ub144 \ub9e4\ucd9c\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uaddc\ubaa8, \uc5c4\uaca9\ud55c AEC-Q \uc778\uc99d \uae30\ub85d, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub294 \ub192\uc740 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc740 2025\ub144 4\uc6d4 \ub9c8\ubca8(Marvell)\uc758 \uc790\ub3d9\ucc28 \uc774\ub354\ub137 \uc0ac\uc5c5\ubd80\ub97c 25\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \uad6c\uc5ed\ud615 \ubc31\ubcf8 \uc2dc\uc7a5\uc5d0\uc11c \uc785\uc9c0\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. NXP\ub294 TTTech Auto\ub97c 6\uc5b5 2,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec CoreRide \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uacb0\uc815\ub860\uc801 \ubbf8\ub4e4\uc6e8\uc5b4\ub97c \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc804\ub825 \ubc0f AI \uac00\uc18d\uae30 \ubd84\uc57c\uc5d0\uc11c \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. Wolfspeed\ub294 200mm SiC \uc6e8\uc774\ud37c\ub97c \ud655\uc7a5\ud558\uace0, onsemi\ub294 \ud2b8\ub80c\uce58 SiC \ub77c\uc778\uc744 \ud655\uc7a5\ud588\uc73c\uba70, Navitas\uc640 \uac19\uc740 \uc2e0\uaddc \uc5c5\uccb4\ub4e4\uc740 GaN \ucda9\uc804\uae30\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucef4\ud4e8\ud305 \ubd84\uc57c\uc5d0\uc11c\ub294 Ambarella, Mobileye, Qualcomm\uc774 500 TOPS \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec \uacf5\uae09\uc744 \uc704\ud574 \uacbd\uc7c1\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc740 \uc218\uc9c1 \ud1b5\ud569\uc744 \uac15\ud654\ud558\uc5ec \ud14c\uc2ac\ub77c\ub294 Dojo \ucd94\ub860 \uce69\uc744 \uc124\uacc4\ud558\uace0 BYD\ub294 \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \uc81c\uc5b4 IC\ub97c \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6c0\uc9c1\uc784\uc740 Tier-1 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ud558\ub4dc\uc6e8\uc5b4, \ud38c\uc6e8\uc5b4, \ubcf4\uc548 \uc778\uc99d\uc744 \ud1b5\ud569\ud55c \ud480 \uc2a4\ud0dd \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ub3c4\ub85d \uc555\ub825\uc744 \uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 5\uc6d4: TSMC\ub294 ADAS \ucef4\ud4e8\ud305\uc744 \uc704\ud574 N7A\/N5A\uc5d0\uc11c N3A \ub178\ub4dc\ub85c \uace0\uac1d\uc744 \uc804\ud658\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: LG\uc640 Ambarella\ub294 CV25 SoC\ub97c \uc0ac\uc6a9\ud558\uc5ec \ucc28\ub7c9 \ub0b4 \uc548\uc804 \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: \uc778\ud53c\ub2c8\uc5b8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4\ub294 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc758 \uc790\ub3d9\ucc28 \uc774\ub354\ub137 \uc0ac\uc5c5\ubd80\ub97c 25\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: GlobalFoundries\uc640 Indie Semiconductor\ub294 \ub808\uc774\ub354 \uc911\uc2ec\uc758 \uac1c\ubc1c \ud611\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc790\ub3d9\ucc28 \uce69 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud604\ub300 \uc790\ub3d9\ucc28\uc758 \ud575\uc2ec \uad6c\uc131 \uc694\uc18c\uc778 \uc790\ub3d9\ucc28 \uce69 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uce69\uc740 \uc5d4\uc9c4 \uc81c\uc5b4, \uc548\uc804 \uae30\ub2a5, \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \uc2dc\uc2a4\ud15c \ub4f1 \ucc28\ub7c9\uc758 \ub2e4\uc591\ud55c \uae30\ub2a5\uc744 \uad00\ub9ac\ud558\ub294 \ud2b9\uc218 \uc9d1\uc801 \ud68c\ub85c\ub85c, \uc5f0\ub8cc \ubd84\uc0ac, ABS, \uc5d0\uc5b4\ubc31 \uc804\uac1c, \ub0b4\ube44\uac8c\uc774\uc158, \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8 \uc2dc\uc2a4\ud15c \ub4f1\uc744 \uc81c\uc5b4\ud569\ub2c8\ub2e4. \uae30\uc220 \ubc1c\uc804\uacfc \ud568\uaed8 \uc790\uc728 \uc8fc\ud589, \ud5a5\uc0c1\ub41c \uc5f0\uacb0\uc131, \ucca8\ub2e8 \uc548\uc804 \uae30\ub2a5 \ub4f1\uc744 \uc9c0\uc6d0\ud558\ub3c4\ub85d \uc9c4\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc5ec\ub7ec \ubd80\ud488\uc758 \ud310\ub9e4 \uc218\uc775\uc744 \ucd94\uc801\ud558\uace0, \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uac70\uc2dc \uacbd\uc81c\uc801 \uc694\uc778\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uc790\ub3d9\ucc28 \uce69 \uc2dc\uc7a5\uc740 2025\ub144 684\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144\uc5d0\ub294 1,076\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 \ud574\ub2f9 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 9.4%\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n1.  \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ubc0f \uc874(Zonal) E-\uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654: \uc720\ub7fd\uc744 \uc911\uc2ec\uc73c\ub85c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucc28\ub7c9(SDV) \ubc0f \uc874 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c, \uc218\uc2ed \uac1c\uc758 ECU\ub97c \uc18c\uc218\uc758 \uc874 \ucee8\ud2b8\ub864\ub7ec\uc640 \uc911\uc559 \ucef4\ud4e8\ud130\ub85c \ub300\uccb4\ud558\uc5ec \uace0\uc131\ub2a5 \ud504\ub85c\uc138\uc11c \ubc0f \uae30\uac00\ube44\ud2b8 \ub124\ud2b8\uc6cc\ud0b9 \uce69\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uace0\uc804\uc555 EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c SiC \ubc0f GaN \uc804\ub825 \uc7a5\uce58 \ucc44\ud0dd \uc99d\uac00: \uc911\uad6d\uc744 \uc911\uc2ec\uc73c\ub85c \uace0\uc804\uc555 \uc804\uae30\ucc28(EV) \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ubc0f \uc9c8\ud654\uac08\ub968(GaN) \uc804\ub825 \uc7a5\uce58\uc758 \ucc44\ud0dd\uc774 \ube60\ub974\uac8c \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 SiC \uc778\ubc84\ud130\ub294 \uc804\uae30\ucc28 \uc8fc\ud589 \uac70\ub9ac\ub97c 5-10% \ud5a5\uc0c1\uc2dc\ud0a4\uba70, 2030\ub144\uae4c\uc9c0 31.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n3.  L3+ ADAS \uae30\ub2a5 \uad6c\ud604\uc744 \uc704\ud55c 4nm\/5nm \uc790\ub3d9\ucc28 SoC \ub3c4\uc785: OEM\ub4e4\uc740 \ub808\ubca8 3 \uc774\uc0c1\uc758 \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS) \uae30\ub2a5\uc744 \uad6c\ud604\ud558\uae30 \uc704\ud574 4nm\/5nm \uacf5\uc815\uc758 \ucca8\ub2e8 \uc790\ub3d9\ucc28 SoC(System-on-Chip) \ub3c4\uc785\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. L3+ \uc790\uc728 \uc8fc\ud589 \uae30\ub2a5\uc740 \uc218\ubc31 TOPS(Tera Operations Per Second)\uc758 \ucc98\ub9ac \ub2a5\ub825\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc804\ub825 \uc18c\ube44\ub97c 30% \uc808\uac10\ud558\uace0 \uc131\ub2a5\uc744 15\ubc30 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ucca8\ub2e8 \ub178\ub4dc\uc5d0\uc11c\ub9cc \ub2ec\uc131 \uac00\ub2a5\ud569\ub2c8\ub2e4.<br \/>\n4.  \uc815\ubd80 \uaddc\uc81c \uc0ac\uc774\ubc84 \ubcf4\uc548\/OTA \ud45c\uc900 \uac15\ud654: WP.29, UNECE R155\/R156\uacfc \uac19\uc740 \uc815\ubd80\uac00 \uc758\ubb34\ud654\ud55c \uc0ac\uc774\ubc84 \ubcf4\uc548 \ubc0f OTA(Over-The-Air) \uc5c5\ub370\uc774\ud2b8 \ud45c\uc900\uc740 \ucc28\ub7c9 \ub0b4 \uc2e4\ub9ac\ucf58 \ucf58\ud150\uce20\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n5.  \ubc30\ud130\ub9ac \ube44\uc6a9 \ud3c9\uc900\ud654\ub85c \uc778\ud55c BEV \ubcf4\uae09 \uac00\uc18d\ud654: \ub0a8\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \ubc30\ud130\ub9ac \ube44\uc6a9 \ud3c9\uc900\ud654\uac00 \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV) \ubcf4\uae09\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n6.  \uce69\ub81b \uae30\ubc18 \ubaa8\ub4c8\ud615 \uc124\uacc4 \ub3c4\uc785: \uce69\ub81b(Chiplet) \uae30\ubc18\uc758 \ubaa8\ub4c8\ud615 \uc124\uacc4\ub294 Tier-1 \uacf5\uae09\uc5c5\uccb4\uc758 \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ub370 \uae30\uc5ec\ud558\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 \uc694\uc778\uc73c\ub85c\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uac83\ub4e4\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n1.  28-45nm \ud30c\uc6b4\ub4dc\ub9ac \uc6a9\ub7c9 \ubcd1\ubaa9 \ud604\uc0c1: \uc2e0\uaddc \ud339 \ubc1c\ud45c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 28-45nm \uacf5\uc815\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc6a9\ub7c9 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ub9cc\uc131\uc801\uc73c\ub85c \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uae30\ub2a5 \uc548\uc804(ISO 26262\/ASIL-D) \uc778\uc99d \ube44\uc6a9 \ubd80\ub2f4: \uc911\uacac \uacf5\uae09\uc5c5\uccb4\ub4e4\uc5d0\uac8c ISO 26262\/ASIL-D\uc640 \uac19\uc740 \uae30\ub2a5 \uc548\uc804 \uc778\uc99d \ube44\uc6a9\uc774 \uc0c1\ub2f9\ud55c \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  3D \ud328\ud0a4\uc9d5\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4: \ucc28\ub7c9 \ub0b4\ubd80 \ub3c4\uba54\uc778\uc5d0\uc11c 3D \ud328\ud0a4\uc9d5\uc758 \uc5f4 \uad00\ub9ac \uc5ec\uc720 \uacf5\uac04\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<br \/>\n4.  \uc911\uad6d OEM\uc5d0 \ub300\ud55c EDA\/IP \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c: \uc911\uad6d OEM\uc5d0 \ub300\ud55c EDA(Electronic Design Automation) \ubc0f IP(Intellectual Property) \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c\uc774 \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc8fc\uc694 \ub3d9\ud5a5:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd80\ud488\ubcc4: \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec \ubc0f \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c, \uc804\ub825 \uad00\ub9ac \ubc0f \ub4dc\ub77c\uc774\ubc84 IC, \uac1c\ubcc4 \uc804\ub825 \uc7a5\uce58(IGBT, MOSFET, SiC, GaN), \uc13c\uc11c(\uc774\ubbf8\uc9c0, LiDAR, \ub808\uc774\ub354, MEMS), \uba54\ubaa8\ub9ac(DRAM, NAND, NOR), \uc5f0\uacb0\uc131 \ubc0f \ub124\ud2b8\uc6cc\ud06c IC \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. 2024\ub144\uc5d0\ub294 \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec \ubc0f \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c\uac00 29.1%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\ubcc4: \u2264 10 nm, 11 \u2013 22 nm, 23 \u2013 45 nm, > 45 nm.<br \/>\n*   \ubc18\ub3c4\uccb4 \uc7ac\ub8cc\ubcc4: \uc2e4\ub9ac\ucf58(Si), \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC), \uc9c8\ud654\uac08\ub968(GaN) \ub4f1.<br \/>\n*   \ucd94\uc9c4 \uc720\ud615\ubcc4: \ub0b4\uc5f0\uae30\uad00(ICE), \ud558\uc774\ube0c\ub9ac\ub4dc(HEV\/PHEV), \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV), \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28(FCEV).<br \/>\n*   \ucc28\ub7c9 \ub4f1\uae09\ubcc4: \uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28(LCV), \uc911\uc0c1\uc6a9\ucc28(HCV \ubc0f \ubc84\uc2a4).<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ub3c4\uba54\uc778\ubcc4: \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f \uc100\uc2dc, \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \ubc0f \uc548\uc804, \ucc28\uccb4\/\ud3b8\uc758\/\uc548\ub77d, \ud154\ub808\ub9e4\ud2f1\uc2a4\/\uc778\ud3ec\ud14c\uc778\uba3c\ud2b8\/\uc5f0\uacb0\uc131, \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS).<br \/>\n*   \ucd5c\uc885 \uc2dc\uc7a5\ubcc4: OEM \uc124\uce58(\uacf5\uc7a5 \uc7a5\ucc29), \uc560\ud504\ud130\ub9c8\ucf13 \uac1c\uc870.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \ub098\ub258\uba70, 2025\ub144\uc5d0\uc11c 2030\ub144 \uc0ac\uc774\uc5d0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 13.8%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\nSTMicroelectronics, Infineon Technologies, NXP Semiconductors, Renesas Electronics, Texas Instruments \ub4f1 \uae00\ub85c\ubc8c \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc5d0\uc11c \uce58\uc5f4\ud558\uac8c \uacbd\uc7c1\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \ucd5c\uc2e0 \uac1c\ubc1c \ub3d9\ud5a5\uc774 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\uc790\ub3d9\ucc28 \uce69 \uc2dc\uc7a5\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucc28\ub7c9, \uc790\uc728 \uc8fc\ud589, \uc804\uae30\ucc28 \uc804\ud658 \ub4f1 \uba54\uac00\ud2b8\ub80c\ub4dc\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc778 \ud601\uc2e0\uacfc \uc131\uc7a5\uc774 \uae30\ub300\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ucca8\ub2e8 \uacf5\uc815 \ub178\ub4dc, \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \uc7ac\ub8cc, \uce69\ub81b \uae30\uc220\uc758 \ubc1c\uc804\uc740 \ubbf8\ub798 \uc2dc\uc7a5\uc758 \ud575\uc2ec \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uac83\uc785\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-58196","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\/58196"}],"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=58196"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/58196\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=58196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=58196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=58196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}