{"id":59162,"date":"2026-02-26T17:14:02","date_gmt":"2026-02-26T17:14:02","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-silicon-wafer-market-mordor\/"},"modified":"2026-09-18T19:32:20","modified_gmt":"2026-09-18T10:32:20","slug":"semiconductor-silicon-wafer-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-silicon-wafer-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-silicon-wafer-market-1756456979541-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\/semiconductor-silicon-wafer-market-size-image-1770826099212.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 \ucca8\ub2e8 \ud339\uc758 300mm \uc6e8\uc774\ud37c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 5G \/ IoT \uc18c\ube44\uc790 \uae30\uae30 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc790\ub3d9\ucc28 \ub4f1\uae09 \ubc18\ub3c4\uccb4 \uae09\uc99d (EV \ubc0f ADAS)<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud2b9\uc218 \uc804\ub825 200mm \ub77c\uc778 \ubd80\uc871\uc73c\ub85c ASP \uc0c1\uc2b9<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc911\uad6d \ubc0f MENA \uc9c0\uc5ed\uc758 \uad6d\uac00 \ubcf4\uc870\uae08 \uc9c0\uc6d0 \ud339 \uac74\uc124<\/li>\n<li class=\"toc-level-3\">4.2.6 \ud558\uc774\ube0c\ub9ac\ub4dc SOI \ubc0f SiC-on-Si \uae30\ud310\uc73c\ub85c \uc2e4\ub9ac\ucf58 \uba74\uc801 \uc99d\uac00<\/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 \ucd08\ud3c9\ud0c4 300mm CAPEX \ubc0f \uc218\uc728 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 DRAM \uc8fc\ub3c4 \uc7ac\uace0 \uc8fc\uae30, \uc8fc\ubb38 \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc11d\uc601 \ub3c4\uac00\ub2c8 \ubc0f \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \uc21c\ub3c4 \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.4 SiC \/ GaN \uc7ac\ub8cc \ub300\uccb4 \uc704\ud5d8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \ube44\uc6a9 \uad6c\uc870 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.9 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc9c1\uacbd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 150mm \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.1.2 200mm<\/li>\n<li class=\"toc-level-3\">5.1.3 300mm<\/li>\n<li class=\"toc-level-3\">5.1.4 450mm \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc81c\ud488\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub85c\uc9c1<\/li>\n<li class=\"toc-level-3\">5.2.2 \uba54\ubaa8\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc544\ub0a0\ub85c\uadf8 \ubc0f \uac1c\ubcc4<\/li>\n<li class=\"toc-level-3\">5.2.4 \uae30\ud0c0 IC<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \ubaa8\ubc14\uc77c \/ \uc2a4\ub9c8\ud2b8\ud3f0<\/li>\n<li class=\"toc-level-4\">5.3.1.2 PC \/ \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc0b0\uc5c5\uc6a9<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.5 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc6e8\uc774\ud37c \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc5f0\ub9c8<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc5d0\ud53c\ud0dd\uc15c<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc2e4\ub9ac\ucf58 \uc628 \uc778\uc290\ub808\uc774\ud130 (SOI)<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc7ac\uc0dd<\/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 \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 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.6.2 \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, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Shin-Etsu Chemical Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 SUMCO Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 GlobalWafers Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Siltronic AG<\/li>\n<li class=\"toc-level-3\">6.4.5 SK Siltron Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Soitec S.A.<\/li>\n<li class=\"toc-level-3\">6.4.7 Okmetic Oyj<\/li>\n<li class=\"toc-level-3\">6.4.8 Wafer Works Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Episil-Precision Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Ferrotec Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 National Silicon Industry Group (NSIG)<\/li>\n<li class=\"toc-level-3\">6.4.12 Hangzhou Silan Microelectronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Zhejiang Jingsheng Mechanical &amp; Electrical Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Topsil Semiconductor Materials A\/S<\/li>\n<li class=\"toc-level-3\">6.4.15 MEMC Electronic Materials, Inc. (SunEdison)<\/li>\n<li class=\"toc-level-3\">6.4.16 LG Siltron (merged into SK)<\/li>\n<li class=\"toc-level-3\">6.4.17 Shanghai Simgui Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Zhonghuan Advanced Semiconductor Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Zing Semiconductor Corporation<\/li>\n<li class=\"toc-level-3\">6.4.20 GrinM Semiconductor Materials Co., Ltd.<\/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>\ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uac1c\uc694 (2026-2031\ub144)<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 2025\ub144 144\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 149\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec, 2031\ub144\uc5d0\ub294 178\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 3.57%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uafb8\uc900\ud55c \uc131\uc7a5\uc138\ub294 \uc2dc\uc7a5\uc774 \uc8fc\uae30\uc801\uc778 \ucda9\uaca9\uc744 \ud761\uc218\ud558\uba74\uc11c\ub3c4 \ucca8\ub2e8 \ucef4\ud4e8\ud305 \uce69 \ubc0f \uc790\ub3d9\ucc28 \uc804\uc7a5\ud654 \uc218\uc694\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \ud65c\uc6a9\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud339(Fab) \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790, \ud2b9\uc218 \uc804\ub825\uc6a9 200mm \ub77c\uc778\uc758 \uacf5\uae09 \ubd80\uc871, \uadf8\ub9ac\uace0 \ub04a\uc784\uc5c6\ub294 \uae30\ud310 \ud601\uc2e0\uc774 \uc0b0\uc5c5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub3d9\uc2dc\uc5d0, 2025\ub144 \ud5c8\ub9ac\ucf00\uc778\uc73c\ub85c \uc778\ud55c \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc758 \ucffc\uce20 \uacf5\uae09 \ucc28\uc9c8\uc5d0\uc11c \ub4dc\ub7ec\ub0ac\ub4ef\uc774 \uacf5\uae09\ub9dd \uc704\ud5d8\uc740 \uc790\ubcf8 \ubc30\ubd84 \uacb0\uc815\uc5d0\uc11c \ud68c\ubcf5\ub825 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \uc911\uc694\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc778 \uc81c\uc870 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc740 \uc9c0\ub9ac\uc801 \uc9d1\uc911\ub3c4\ub97c \uc644\ud654\ud558\uae30 \uc704\ud574 \uc815\ucc45 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uc124\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uc9c0\uc5ed\uc5d0\uc11c \ucd5c\ucca8\ub2e8 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ub178\ub4dc\ub97c \uc704\ud55c 300mm \uc6e8\uc774\ud37c\ub85c\uc758 \uc804\ud658\uacfc 450mm \uc774\uc0c1 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \ucd08\uae30 \ud0d0\uc0c9\uc774 \ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 \ub2e8\uae30 \uc218\uc775 \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud558\ub294 \uae30\uc220 \ub85c\ub4dc\ub9f5\uc744 \uc815\uc758\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc9c1\uacbd\ubcc4: 2025\ub144 300mm \uae30\ud310\uc774 \ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 62.74%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc758 \uacbd\uc81c\uc801 \uc911\ucd94\uc784\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, 450mm \uc774\uc0c1 \uae30\ud310\uc740 2031\ub144\uae4c\uc9c0 5.34%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud488\ubcc4: 2025\ub144 \uba54\ubaa8\ub9ac \ubd80\ubb38\uc774 40.25%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uae30\ub85d\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub85c\uc9c1 \ub514\ubc14\uc774\uc2a4\ub294 2031\ub144\uae4c\uc9c0 4.72%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uc5ec \uba54\ubaa8\ub9ac \ubd80\ubb38\uc744 \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2025\ub144 \uc18c\ube44\uc790 \uac00\uc804\uc774 36.22%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc790\ub3d9\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 2031\ub144\uae4c\uc9c0 5.24%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \uc720\ud615\ubcc4: 2025\ub144 \uc5f0\ub9c8 \uc6e8\uc774\ud37c(Polished wafers)\uac00 58.95%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70 \uc8fc\ub958 \uc120\ud0dd\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. SOI(Silicon-on-Insulator) \uae30\ud310\uc740 2031\ub144\uae4c\uc9c0 5.39%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uaddc\ubaa8\uc758 67.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 4.61%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>1.  \ucca8\ub2e8 \ud339\uc758 300mm \uc6e8\uc774\ud37c \uc218\uc694 \uc99d\uac00: 300mm \ud50c\ub7ab\ud3fc\uc740 \ucd5c\ucca8\ub2e8 \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc758 90% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70 \uacbd\uc81c\uc801 \uc0dd\uc874\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 300mm \uae30\ud310\uc740 200mm \ub300\ube44 \uc57d 2.3\ubc30 \ub9ce\uc740 \ub2e4\uc774(die)\ub97c \uc0dd\uc0b0\ud558\uc5ec, 7nm \uc774\ud558 \uacf5\uc815\uc758 \ub9c8\uc2a4\ud06c \uc138\ud2b8 \ubc0f \uacf5\uc815 \ub2e8\uacc4 \uc99d\uac00 \ube44\uc6a9\uc744 \uc0c1\uc1c4\ud569\ub2c8\ub2e4. \uc2e0\uaddc \ud339 \uac74\uc124 \ube44\uc6a9\uc774 200\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c 300mm \uc0dd\uc0b0\ub7c9\ub9cc\uc774 \uc801\uc808\ud55c \ub9c8\uc9c4\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\uc5b4, 300mm \uc6e8\uc774\ud37c \uc8fc\ubb38\uc774 \uae09\uc99d\ud558\uace0 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub2e4\ub144\uac04\uc758 \ud655\uc7a5 \ud504\ub85c\uc81d\ud2b8\ub97c \ubc1c\ud45c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 CAGR\uc5d0 1.2% \ud3ec\uc778\ud2b8\uc758 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n2.  5G \ubc0f IoT \uc18c\ube44\uc790 \uae30\uae30 \ud655\uc0b0: 5G \ud578\ub4dc\uc14b \uc8fc\uae30\uc640 IoT \ubc30\uce58\ub294 \ub2e4\uc591\ud55c \uc9c1\uacbd\uc758 \uc6e8\uc774\ud37c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. 5G \uc2a4\ub9c8\ud2b8\ud3f0\uc740 4G \ubaa8\ub378\ubcf4\ub2e4 \uc57d 40% \ub354 \ub9ce\uc740 \uc2e4\ub9ac\ucf58 \uba74\uc801\uc744 \ud1b5\ud569\ud558\uba70, \uc0b0\uc5c5\uc6a9 IoT \ubc0f \uc5e3\uc9c0 \ub178\ub4dc\uc758 \ubcd1\ud589 \uc131\uc7a5\uc740 \uc544\ub0a0\ub85c\uadf8 \ubc0f \ud63c\uc131 \uc2e0\ud638 \uc7a5\uce58\uc5d0 \ub300\ud55c 200mm \uc6e8\uc774\ud37c \uc218\uc694\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. 5G \uc9c0\uc6d0 \uae30\uae30\uac00 \uc804\uccb4 \ucd9c\ud558\ub7c9\uc758 60% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba74\uc11c \uace0\uc800\ud56d SOI \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \ud2b9\uc218 \uae30\ud310 \uc218\uc694\ub97c \ub354\uc6b1 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 CAGR\uc5d0 0.8% \ud3ec\uc778\ud2b8\uc758 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n3.  \uc804\uae30\ucc28(EV) \ubc0f \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS)\uc5d0 \uc758\ud55c \uc790\ub3d9\ucc28 \ub4f1\uae09 \ubc18\ub3c4\uccb4 \uae09\uc99d: \uc804\uae30\ucc28\ub294 \ub0b4\uc5f0\uae30\uad00 \ubaa8\ub378(400\ub2ec\ub7ec) \ub300\ube44 2,000\ub2ec\ub7ec \uc0c1\ub2f9\uc758 \ubc18\ub3c4\uccb4\ub97c \ud0d1\uc7ac\ud558\uba70, \uace0\uc804\uc555 \uc804\ub825 \ubaa8\ub4c8\uc774 \uac00\uc7a5 \ud070 \uba74\uc801\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc778\uc99d\uc740 \uc5c4\uaca9\ud55c \uc6e8\uc774\ud37c \uc218\uc900\uc758 \uc2e0\ub8b0\uc131 \uac80\uc0ac\ub97c \uc694\uad6c\ud558\uc5ec \uc0ac\uc774\ud074 \uc2dc\uac04\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \ub192\uc785\ub2c8\ub2e4. ADAS\ub294 300mm \uae30\ud310\uc5d0 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \uc218\uc694\ub97c \ucd94\uac00\ud558\uba70, \uc790\ub3d9\ucc28 \uc804\uc7a5\ud654\ub294 \ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \uae30\ub465\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 CAGR\uc5d0 0.9% \ud3ec\uc778\ud2b8\uc758 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n4.  \ud2b9\uc218 \uc804\ub825\uc6a9 200mm \ub77c\uc778 \uacf5\uae09 \ubd80\uc871\uc73c\ub85c \uc778\ud55c ASP \uc0c1\uc2b9: 300mm \ud339\uc73c\ub85c \ud22c\uc790\uac00 \uc9d1\uc911\ub418\ub294 \ub3d9\uc548\uc5d0\ub3c4 \uc804\ub825, \uc544\ub0a0\ub85c\uadf8, MEMS \uc81c\ud488\uc740 \ub2e4\uc774 \uacbd\uc81c\uc131\uc744 \ucd5c\uc801\ud654\ud558\uae30 \uc704\ud574 200mm \ub77c\uc778\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. 2024\ub144 \uae00\ub85c\ubc8c 200mm \uc0dd\uc0b0 \ub2a5\ub825\uc740 2%\ub9cc \uc131\uc7a5\ud588\uc9c0\ub9cc, \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5 \ubd80\ubb38\uc758 \uc218\uc694\ub294 \uac70\uc758 8% \uc99d\uac00\ud558\uc5ec \uacf5\uae09 \uaca9\ucc28\ub97c \ucd08\ub798\ud588\uace0, \uc774\ub294 \uc6e8\uc774\ud37c \uac00\uaca9\uc744 \uc804\ub144 \ub300\ube44 14% \uc0c1\uc2b9\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uacf5\uae09\uc5c5\uccb4\uc758 \uac00\uaca9 \ud611\uc0c1\ub825\uc744 \ub192\uc5ec \uc2dc\uc7a5 CAGR\uc5d0 0.4% \ud3ec\uc778\ud2b8\uc758 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n5.  \uc911\uad6d \ubc0f MENA \uc9c0\uc5ed\uc758 \uc815\ubd80 \ubcf4\uc870\uae08 \uc9c0\uc6d0 \ud339 \uac74\uc124: \uc911\uad6d\uc758 2027\ub144\uae4c\uc9c0 \uad6d\ub0b4 \uc6e8\uc774\ud37c \uc790\uae09\ub960 36% \ubaa9\ud45c\uc640 \uac19\uc740 \uc815\ucc45\uc801 \uc9c0\uc6d0\uc740 \ud574\ub2f9 \uc9c0\uc5ed\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uba70, \uc2dc\uc7a5 CAGR\uc5d0 0.7% \ud3ec\uc778\ud2b8\uc758 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n6.  \ud558\uc774\ube0c\ub9ac\ub4dc SOI \ubc0f SiC-on-Si \uae30\ud310\uc744 \ud1b5\ud55c \uc2e4\ub9ac\ucf58 \uba74\uc801 \uc99d\ub300: \ucca8\ub2e8 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uc774\ub7ec\ud55c \uae30\ud310\uc758 \uc0ac\uc6a9\uc774 \uc99d\uac00\ud558\uba70, \uc2dc\uc7a5 CAGR\uc5d0 0.6% \ud3ec\uc778\ud2b8\uc758 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \ucd08\ud3c9\ud0c4 300mm \uc6e8\uc774\ud37c\uc758 CAPEX \ubc0f \uc218\uc728 \ubb38\uc81c: 5nm \uc774\ud558 \ub9ac\uc18c\uadf8\ub798\ud53c\ub294 \ub098\ub178\ubbf8\ud130 \ub2e8\uc704\uc758 \uc6e8\uc774\ud37c \ud3c9\ud0c4\ub3c4\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \uae30\ud310 \ube44\uc6a9\uc744 \ucd5c\ub300 60%\uae4c\uc9c0 \uc99d\uac00\uc2dc\ud0a4\ub294 \uace0\uac00\uc758 \uc5d0\ud53c\ud0dd\uc2dc \uacf5\uc815\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc0ac\uc18c\ud55c \ud728\uc73c\ub85c \uc778\ud55c \uc218\uc728 \uc190\uc2e4\uc774 15%\ub97c \ucd08\uacfc\ud560 \uc218 \uc788\uc5b4, \ub300\uad6c\uacbd \uc6e8\uc774\ud37c\uc758 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\ub97c \uc0c1\uc1c4\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc801 \ub09c\uc774\ub3c4\ub294 \uacf5\uae09\uc744 \uc18c\uc218\uc758 \uc0dd\uc0b0\uc790\ub85c \uc9d1\uc911\uc2dc\ud0a4\uace0 \ub2e8\uae30\uc801\uc778 \ubb3c\ub7c9 \uc131\uc7a5\uc744 \uc81c\ud55c\ud558\uba70, \uc2dc\uc7a5 CAGR\uc744 0.8% \ud3ec\uc778\ud2b8 \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n2.  DRAM \uc8fc\ub3c4\uc758 \uc7ac\uace0 \uc8fc\uae30 \ubc0f \uc8fc\ubb38 \uac10\uc18c: 2024\ub144 DRAM \ubc0f NAND \uc7ac\uace0\uac00 16\uc8fc \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\ud558\uba74\uc11c \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc744 20% \uc774\uc0c1 \uc904\uc600\uace0, \uc774\ub294 \ucd5c\uc18c 3\ubd84\uae30 \ub3d9\uc548 \uc6e8\uc774\ud37c \uc870\ub2ec\uc744 \uac10\uc18c\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac\uac00 \uc804\uccb4 \uc2e4\ub9ac\ucf58 \uba74\uc801\uc758 40% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ubbc0\ub85c, \ubaa8\ub4e0 \uc7ac\uace0 \uc870\uc815\uc740 \uc804\uccb4 \uacf5\uae09\ub9dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc8fc\uae30\uc801 \uc57d\uc138\ub294 \uc2dc\uc7a5\uc758 \ub2e8\uae30 CAGR\uc744 1.1% \ud3ec\uc778\ud2b8 \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n3.  \ucffc\uce20 \ub3c4\uac00\ub2c8 \ubc0f \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \uc21c\ub3c4 \ubcd1\ubaa9 \ud604\uc0c1: \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0 \uac78\uccd0 \ucffc\uce20 \ub3c4\uac00\ub2c8 \ubc0f \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \uc21c\ub3c4\uc640 \uad00\ub828\ub41c \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ubc1c\uc0dd\ud558\uc5ec \uc0dd\uc0b0\uc5d0 \uc81c\uc57d\uc744 \uac00\ud558\uba70, \uc2dc\uc7a5 CAGR\uc5d0 0.6% \ud3ec\uc778\ud2b8\uc758 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n4.  SiC\/GaN \uc18c\uc7ac \ub300\uccb4 \uc704\ud5d8: \uc804\ub825 \ubc18\ub3c4\uccb4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc911\uc2ec\uc73c\ub85c SiC \ubc0f GaN\uacfc \uac19\uc740 \ub300\uccb4 \uc18c\uc7ac\uc758 \uc0ac\uc6a9\uc774 \uc99d\uac00\ud558\uba74\uc11c \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc5d0 \uc7a0\uc7ac\uc801\uc778 \uc704\ud611\uc774 \ub418\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 CAGR\uc5d0 0.4% \ud3ec\uc778\ud2b8\uc758 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc9c1\uacbd\ubcc4 \ubd84\uc11d: 300mm \uae30\ud310\uc740 \ud604\ub300 \ud339\uc758 \uacbd\uc81c\uc801 \uc911\ucd94\ub85c\uc11c 2025\ub144 90\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub97c \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4. 200mm \uc6e8\uc774\ud37c\ub294 \uc804\ub825, \uc544\ub0a0\ub85c\uadf8, MEMS \ubd80\ubb38\uc5d0\uc11c \uc5ec\uc804\ud788 \uc911\uc694\ud558\uba70, 150mm \ubbf8\ub9cc \uc6e8\uc774\ud37c\ub294 \ud2c8\uc0c8 \ubcf5\ud569 \ubc18\ub3c4\uccb4 \uc6a9\ub3c4\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. 450mm \uc774\uc0c1 \uc0dd\uc0b0\uc740 \uc544\uc9c1 \uc0c1\uc5c5\ud654 \uc804 \ub2e8\uacc4\uc774\uc9c0\ub9cc, \ucd94\uac00\uc801\uc778 \ube44\uc6a9 \uc808\uac10 \uac00\ub2a5\uc131\uc73c\ub85c \uc778\ud574 \uc5c5\uacc4 \ucee8\uc18c\uc2dc\uc5c4\uc758 \uad00\uc2ec\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud488\ubcc4 \ubd84\uc11d: 2025\ub144 \uba54\ubaa8\ub9ac \uc7a5\uce58\uac00 \uc804\uccb4 \ub9e4\ucd9c\uc758 40.25%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \uac00\uc18d\uae30, \uadf8\ub798\ud53d \ud504\ub85c\uc138\uc11c, \uc774\uc885 \ucef4\ud4e8\ud305 \uce69\ub81b\uc758 \ud655\uc0b0\uc73c\ub85c \ub85c\uc9c1 \uc7a5\uce58\ub294 4.72%\uc758 CAGR\ub85c \uba54\ubaa8\ub9ac\ub97c \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\ub0a0\ub85c\uadf8 \ubc0f \uac1c\ubcc4 \ubd80\ubb38\uc740 \uc790\ub3d9\ucc28 \uc804\ub825 \uad00\ub9ac IC \ubc0f \uc0b0\uc5c5 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uafb8\uc900\ud55c \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud558\uba70, \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \uc591\uc790 \ud050\ube44\ud2b8\uc640 \uac19\uc740 &#8216;\uae30\ud0c0 IC&#8217; \ubc94\uc8fc\ub294 \ud2b9\uc218 \uae30\ud310 \uc694\uad6c \uc0ac\ud56d\uc744 \ub3c4\uc785\ud558\uc5ec \uacf5\uae09 \uc218\uc694\ub97c \ub2e4\uc591\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ubd84\uc11d: \uc2a4\ub9c8\ud2b8\ud3f0, PC, \uac8c\uc784 \ucf58\uc194\uc744 \ud3ec\ud568\ud558\ub294 \uc18c\ube44\uc790 \uac00\uc804 \ubd80\ubb38\uc774 2025\ub144 \uc6e8\uc774\ud37c \uc18c\ube44\uc758 36.22%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc644\uc804 \uc804\uc7a5\ud654 \ubc0f ADAS\ub85c \uc778\ud574 \ucc28\ub7c9\ub2f9 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20\uac00 2,000\ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\ud558\uba74\uc11c \uc790\ub3d9\ucc28 \uc804\uc7a5 \ubd80\ubb38\uc774 5.24%\uc758 \uac00\uc7a5 \uac15\ub825\ud55c CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac \uad6c\ucd95\ub3c4 200mm \uc804\ub825 \ubc0f \uc544\ub0a0\ub85c\uadf8 \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uafb8\uc900\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \uc720\ud615\ubcc4 \ubd84\uc11d: \uc5f0\ub9c8 \uc6e8\uc774\ud37c(Polished wafers)\ub294 2025\ub144 \ucd9c\ud558\ub7c9\uc758 58.95%\ub97c \ucc28\uc9c0\ud558\uba70 \ub85c\uc9c1, \uba54\ubaa8\ub9ac, \uc544\ub0a0\ub85c\uadf8 \ud339\uc758 \uc8fc\ub958 \uc120\ud0dd\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc SOI(Silicon-on-Insulator) \uae30\ud310\uc740 5G RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc \ubaa8\ub4c8 \ubc0f \ubc30\ud130\ub9ac \uad6c\ub3d9 \uc5e3\uc9c0 \uc7a5\uce58\uc5d0\uc11c \ub204\uc124 \uac10\uc18c \ubc0f \ub354 \ub098\uc740 \uc808\uc5f0\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c 5.39%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ud575\uc2ec \uc18c\uc7ac\uc778 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\ub294 \uc21c\uc218 \ub610\ub294 \ub3c4\ud551\ub41c \uc2e4\ub9ac\ucf58\uc73c\ub85c \ub9cc\ub4e4\uc5b4\uc9c4 \uc587\uc740 \uc870\uac01\uc73c\ub85c, \uc2a4\ub9c8\ud2b8\ud3f0, \uc2a4\ub9c8\ud2b8\uc6cc\uce58, \ucef4\ud4e8\ud130, \ud0dc\ube14\ub9bf, \uac00\uc2a4 \uc13c\uc11c, \uc2a4\ub9c8\ud2b8 \ud648 \uc13c\uc11c \ub4f1 \ub2e4\uc591\ud55c \uc804\uc790\uae30\uae30 \ubc0f \uc13c\uc11c\uc5d0 \uad11\ubc94\uc704\ud558\uac8c \ud65c\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 2025\ub144 149.8\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uc5c8\uc73c\uba70, 2026\ub144\uc5d0\ub3c4 \ub3d9\uc77c\ud55c \uaddc\ubaa8\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ud6c4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 3.57%\ub97c \uae30\ub85d\ud558\uba70 178.5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654:<br \/>\n\ubcf8 \uc2dc\uc7a5\uc740 \uc9c1\uacbd(150mm \ubbf8\ub9cc, 200mm, 300mm, 450mm \ucd08\uacfc), \uc81c\ud488(\ub85c\uc9c1, \uba54\ubaa8\ub9ac, \uc544\ub0a0\ub85c\uadf8 \ubc0f \uac1c\ubcc4, \uae30\ud0c0 IC), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc18c\ube44\uc790 \uac00\uc804 \u2013 \ubaa8\ubc14\uc77c\/\uc2a4\ub9c8\ud2b8\ud3f0, PC\/\uc11c\ubc84; \uc0b0\uc5c5; \ud1b5\uc2e0; \uc790\ub3d9\ucc28; \uae30\ud0c0), \uc6e8\uc774\ud37c \uc720\ud615(\ud3f4\ub9ac\uc2f1, \uc5d0\ud53c\ud0dd\uc15c, SOI, \uc7ac\uc0dd) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \ucca8\ub2e8 \ud339(fab)\uc5d0\uc11c\uc758 300mm \uc6e8\uc774\ud37c \uc218\uc694 \uc99d\uac00, 5G \ubc0f IoT \uc18c\ube44\uc790 \uae30\uae30\uc758 \ud655\uc0b0, \uc804\uae30\ucc28(EV) \ubc0f \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS)\uc73c\ub85c \uc778\ud55c \ucc28\ub7c9\uc6a9 \ubc18\ub3c4\uccb4 \uc218\uc694 \uae09\uc99d\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud2b9\uc218 \uc804\ub825\uc6a9 200mm \ub77c\uc778\uc758 \uacf5\uae09 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP) \uc0c1\uc2b9, \uc911\uad6d \ubc0f MENA \uc9c0\uc5ed\uc758 \uc815\ubd80 \ubcf4\uc870\uae08 \uc9c0\uc6d0 \ud339 \uac74\uc124, \ud558\uc774\ube0c\ub9ac\ub4dc SOI \ubc0f SiC-on-Si \uae30\ud310\uc758 \uc2e4\ub9ac\ucf58 \uba74\uc801 \uc99d\ub300 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ucd08\ud3c9\ud0c4 300mm \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc744 \uc704\ud55c \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \ubc0f \uc218\uc728 \ubb38\uc81c, DRAM \uc8fc\ub3c4\uc758 \uc7ac\uace0 \uc8fc\uae30 \ubcc0\ub3d9\uc73c\ub85c \uc778\ud55c \uc8fc\ubb38 \uac10\uc18c\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ucffc\uce20 \ub3c4\uac00\ub2c8 \ubc0f \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \uc21c\ub3c4 \ubcd1\ubaa9 \ud604\uc0c1, SiC(\ud0c4\ud654\uaddc\uc18c) \ubc0f GaN(\uc9c8\ud654\uac08\ub968)\uacfc \uac19\uc740 \uc2e0\uc18c\uc7ac\ub85c\uc758 \ub300\uccb4 \uc704\ud5d8\ub3c4 \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d:<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ud574\ub2f9 \uc9c0\uc5ed\uc758 \ud65c\ubc1c\ud55c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ubc0f \uc18c\ube44 \ud65c\ub3d9\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec \uae30\uc5c5\uc73c\ub85c\ub294 Shin-Etsu Chemical Co., Ltd., SUMCO Corporation, GlobalWafers Co., Ltd., Siltronic AG, SK Siltron Co., Ltd. \ub4f1\uc774 \uc788\uc73c\uba70, \uc774\ub4e4 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ub4f1\uc774 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c \uad6c\uc131:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc5f0\uad6c \ubc29\ubc95\ub860, \uc694\uc57d, \uc2dc\uc7a5 \uac1c\uc694(\uc2dc\uc7a5 \ub3d9\uc778, \uc81c\uc57d, \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \ube44\uc6a9 \uad6c\uc870 \ubd84\uc11d, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5 \ud3ec\ud568), \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd(\uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d, \uc8fc\uc694 \uae30\uc5c5 \ud504\ub85c\ud544 \ud3ec\ud568), \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \ub4f1\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ub3c5\uc790\ub4e4\uc740 \ubc18\ub3c4\uccb4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uae4a\uc774 \uc788\ub294 \uc774\ud574\uc640 \uc804\ub7b5\uc801 \ud1b5\ucc30\ub825\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\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-59162","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\/59162"}],"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=59162"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/59162\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=59162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=59162"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=59162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}