{"id":59407,"date":"2026-02-26T19:50:41","date_gmt":"2026-02-26T19:50:41","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-power-module-packaging-market-mordor\/"},"modified":"2026-11-06T19:57:18","modified_gmt":"2026-11-06T10:57:18","slug":"automotive-power-module-packaging-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-power-module-packaging-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/automotive-power-module-packaging-market-1752641580898-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-power-module-packaging-market-size-image-1770814738618.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 EV \ubc0f HEV \uc0dd\uc0b0\uc758 \uae09\uaca9\ud55c \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 SiC \ubc0f GaN \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc18c\uc790\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.3 \ub354 \ub192\uc740 \uc804\ub825 \ubc00\ub3c4 \ubaa8\ub4c8\uc744 \uc694\uad6c\ud558\ub294 \ucc28\ub7c9 \uc804\ub3d9\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc5c4\uaca9\ud55c \uae00\ub85c\ubc8c \ubc30\ucd9c \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc640\uc774\uc5b4 \ubcf8\ub529 \uc5c6\ub294 \/ \uc0c1\ub2e8 \ub0c9\uac01 \ud328\ud0a4\uc9c0\uc758 OEM \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc804\ub825 \ubaa8\ub4c8\uc744 \ud1b5\ud569\ud558\ub294 \uc140-\ud22c-\ud329 \uc544\ud0a4\ud14d\ucc98<\/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 \ud45c\uc900\ud654\ub41c \uc778\uc99d \ud504\ub85c\ud1a0\ucf5c \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 SiC \/ GaN \uae30\ud310\uc758 \ub192\uc740 \ube44\uc6a9 \ubc0f \uacf5\uae09 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e0\ud765 800V \ud50c\ub7ab\ud3fc\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc7a0\uc7ac\uc801\uc778 SiC \uacf5\uae09\ub9dd \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825<\/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 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.6 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/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 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uacf5\uae09\uc5c5\uccb4\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 \ubaa8\ub4c8 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc9c0\ub2a5\ud615 \uc804\ub825 \ubaa8\ub4c8 (IPM)<\/li>\n<li class=\"toc-level-3\">5.1.2 SiC \uc804\ub825 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.1.3 GaN \uc804\ub825 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.1.4 IGBT \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.1.5 FET \ubaa8\ub4c8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc804\ub825 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 600V \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.2.2 601 \u2013 1200V<\/li>\n<li class=\"toc-level-3\">5.2.3 1200V \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc640\uc774\uc5b4 \ubcf8\ub4dc<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc640\uc774\uc5b4\ub9ac\uc2a4 \/ \ud30c\uc6cc \uc624\ubc84\ub808\uc774<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud504\ub808\uc2a4\ud54f \/ \uc9c1\uc811 \uc555\ucc29 \ub2e4\uc774<\/li>\n<li class=\"toc-level-3\">5.3.4 PCB \ub0b4\uc7a5\ud615<\/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 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 (BEV)<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (HEV)<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc (PHEV)<\/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 \uc720\ud615\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<\/li>\n<li class=\"toc-level-3\">5.5.3 \ub300\ud615 \uc0c1\uc6a9\ucc28 \ubc0f \ubc84\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ud2b8\ub799\uc158 \uc778\ubc84\ud130<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.6.3 DC-DC \ucee8\ubc84\ud130<\/li>\n<li class=\"toc-level-3\">5.6.4 \ubcf4\uc870 \/ \uacf5\uc870 \/ EPS<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.7.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.7.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.7.2.2 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.7.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.7.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.7.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.7.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.4 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.7.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.7.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.7.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.7.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.7.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.7.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.7.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.7.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.7.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.7.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.7.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.7.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.7.5.2.2 \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, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \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 Amkor Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Kulicke &amp; Soffa Industries, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Powertech Technology Inc. (PTI)<\/li>\n<li class=\"toc-level-3\">6.4.4 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.5 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.6 Fuji Electric Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Toshiba Electronic Devices &amp; Storage Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 SEMIKRON Danfoss GmbH &amp; Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.9 JCET Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 StarPower Semiconductor Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Mitsubishi Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.12 ROHM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 onsemi Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 Nexperia B.V.<\/li>\n<li class=\"toc-level-3\">6.4.15 Wolfspeed, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Microchip Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Littelfuse, Inc. (IXYS)<\/li>\n<li class=\"toc-level-3\">6.4.18 Vitesco Technologies Group AG<\/li>\n<li class=\"toc-level-3\">6.4.19 Vincotech GmbH<\/li>\n<li class=\"toc-level-3\">6.4.20 CISSOID SA<\/li>\n<li class=\"toc-level-3\">6.4.21 Hitachi Astemo, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.22 Danfoss Silicon Power GmbH<\/li>\n<li class=\"toc-level-3\">6.4.23 BYD Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.24 Dynex Semiconductor Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.25 Shenzhen BASiC Semiconductor 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>\uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 2031\ub144\uae4c\uc9c0\uc758 \uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \ubd84\uc11d\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uc804\ub3d9\ud654 \uac00\uc18d\ud654, \uace0\uc804\uc555 \uc544\ud0a4\ud14d\ucc98\uc758 \uc591\uc0b0 \ub3c4\uc785, \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(Wide-Bandgap) \uc18c\uc790\ub97c \uc704\ud55c \ucca8\ub2e8 \uc5f4 \uad00\ub9ac \uc194\ub8e8\uc158 \uc694\uad6c \uc99d\uac00\ub294 \uc2dc\uc7a5 \ud655\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 200mm SiC \uc6e8\uc774\ud37c \ud339\uc5d0 \ub300\ud55c \ud22c\uc790 \uc99d\uac00, \uac1c\ubc1c \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\ub294 \ud30c\ud2b8\ub108\uc2ed, \uadf8\ub9ac\uace0 \uac15\ud654\ub41c \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c\ub294 \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc640\uc774\uc5b4 \ubcf8\ub4dc\ub9ac\uc2a4(Wire-bondless) \uc778\ud130\ucee4\ub125\ud2b8, \uc591\uba74 \ub0c9\uac01(Double-sided cooling), \uc740 \uc18c\uacb0(Silver sintering) \uae30\uc220\uc744 \uc120\ub3c4\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc628\ubcf4\ub4dc \ucda9\uc804\uae30, DC-DC \ucee8\ubc84\ud130 \ubd84\uc57c\uc5d0\uc11c \uc124\uacc4 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 SiC \uae30\ud310\uc758 \uacf5\uae09 \uc81c\uc57d\uacfc \ud30c\ud3b8\ud654\ub41c \uc778\uc99d \uaddc\uc815\uc740 \uc5ec\uc804\ud788 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uac78\ub9bc\ub3cc\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21<\/p>\n<p>\uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 2025\ub144 33.4\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 35.5\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 48.5\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 6.42%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d)<\/p>\n<p>*   \ubaa8\ub4c8 \uc720\ud615\ubcc4: \uc9c0\ub2a5\ud615 \uc804\ub825 \ubaa8\ub4c8(IPM)\uc774 2025\ub144 \ub9e4\ucd9c\uc758 37.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. SiC \uc804\ub825 \ubaa8\ub4c8\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 14.7%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc804\ub825 \ub4f1\uae09\ubcc4: 600V \uc774\ud558 \ubd80\ubb38\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 44.05%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, 601-1200V \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.84%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4: \uae30\uc874 \uc640\uc774\uc5b4 \ubcf8\ub4dc(Wire-bond) \ubc29\uc2dd\uc774 2025\ub144 45.70%\uc758 \uc810\uc720\uc728\uc744 \ubcf4\uc600\uc9c0\ub9cc, \uc640\uc774\uc5b4 \ubcf8\ub4dc\ub9ac\uc2a4\/\ud30c\uc6cc \uc624\ubc84\ub808\uc774(Power Overlay) \uae30\uc220\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.18% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd94\uc9c4 \uc720\ud615\ubcc4: \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\uac00 2025\ub144 61.10%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28(FCEV)\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 16.3%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615\ubcc4: \uc2b9\uc6a9\ucc28\uac00 2025\ub144 67.60%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \ub300\ud615 \uc0c1\uc6a9\ucc28 \ubc0f \ubc84\uc2a4\ub294 \uc5f0\ud3c9\uade0 7.98%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud2b8\ub799\uc158 \uc778\ubc84\ud130\uac00 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 49.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 13.1%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 56.80%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.72%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers):<\/p>\n<p>*   \uae09\uaca9\ud55c EV \ubc0f HEV \uc0dd\uc0b0 \uc99d\uac00 (+1.8% CAGR \uc601\ud5a5): 2024\ub144 \uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uc804\uae30\ucc28 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc\ucc28 \uc0dd\uc0b0\ub7c9\uc774 \uae09\uc99d\ud588\uc73c\uba70, SiC \uc218\uc694\uc758 70% \uc774\uc0c1\uc744 \uc790\ub3d9\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 800V \ud50c\ub7ab\ud3fc\uc740 \uc804\uc555 \uc2a4\ud2b8\ub808\uc2a4\uc640 \uc5f4 \uad00\ub9ac \uc694\uad6c\ub97c \uc2ec\ud654\uc2dc\ud0a4\uba70, BorgWarner\uc640 \uac19\uc740 Tier-1 \uacf5\uae09\uc5c5\uccb4\ub294 eProduct \ub9e4\ucd9c\uc758 \ub192\uc740 \uc131\uc7a5\uc744 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. ZF\uc758 300kW eBeam \uc561\uc2ac\uacfc \uac19\uc740 \uc0c1\uc6a9\ucc28 \ud504\ub85c\uadf8\ub7a8\ub3c4 \uacac\uace0\ud55c \ud328\ud0a4\uc9d5 \uc218\uc694\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   SiC \ubc0f GaN \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \uc18c\uc790\ub85c\uc758 \uc804\ud658 (+1.2% CAGR \uc601\ud5a5): 4\uc138\ub300 SiC MOSFET\uc740 200\u00b0C \uc774\uc0c1\uc758 \uc811\ud569 \uc628\ub3c4\ub97c \uacac\ub51c \uc218 \uc788\uc5b4 \uad6c\ub9ac \ud074\ub9bd, \uc740 \uc18c\uacb0, \uc9c1\uc811 \ub2e4\uc774 \ub0c9\uac01\uc758 \ud544\uc694\uc131\uc744 \uc99d\ub300\uc2dc\ud0b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc740 2025\ub144\uc744 \uc790\ub3d9\ucc28 GaN\uc758 \ubcc0\uace1\uc810\uc73c\ub85c \uc608\uce21\ud558\uba70, \ud2b9\ud788 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\uc640 \uace0\uc8fc\ud30c DC-DC \ucee8\ubc84\ud130\uc5d0\uc11c \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. SiC \uae30\ud310 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc740 200mm \uc6e8\uc774\ud37c \uc804\ud658\uacfc \ub2e4\uc911 \uc18c\uc2a4 \uacc4\uc57d\uc5d0 \ub300\ud55c \uc9d1\uc911\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc804\ub3d9\ud654\ub85c \uc778\ud55c \uace0\uc804\ub825 \ubc00\ub3c4 \ubaa8\ub4c8 \uc218\uc694 \uc99d\uac00 (+1.0% CAGR \uc601\ud5a5): 2024\ub144 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub354 \uac00\ubcbc\uc6b4 \uad6c\ub3d9\uacc4\uc640 \ub354 \uc18c\ud615\ud654\ub41c \uc804\uc790 \ud558\uc6b0\uc9d5\uc744 \ucd94\uad6c\ud588\uc2b5\ub2c8\ub2e4. \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8(Texas Instruments)\ub294 MagPack \uac1c\ub150\uc744 \ud1b5\ud574 \ubaa8\ub4c8 \ud328\ud0a4\uc9c0 \ub0b4\uc5d0 \uc790\uae30 \ubd80\ud488\uc744 \ud1b5\ud569\ud558\uc5ec \ud48b\ud504\ub9b0\ud2b8\ub97c 50% \uc904\uc600\uc2b5\ub2c8\ub2e4. \uc591\uba74 \ub0c9\uac01 \uae30\uc220\uc740 SiC \uc811\ud569 \uc628\ub3c4\ub97c 30\u00b0C \ub0ae\ucdb0 \uc804\ub825 \ubc00\ub3c4 \ud5a5\uc0c1\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc140-\ud22c-\ud329(Cell-to-pack) \uc544\ud0a4\ud14d\ucc98\ub294 \ubaa8\ub4c8\uc744 \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800\uc5d0 \uc9c1\uc811 \ub0b4\uc7a5\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c, \uc5f4 \uc804\ub3c4\uc131 \uc6b0\ub808\ud0c4 \uc811\ucc29\uc81c\uac00 \uad6c\uc870\uc801 \ucda9\uc804\uc7ac \uc5ed\ud560\uae4c\uc9c0 \uc218\ud589\ud558\uba70 \uc774\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc5c4\uaca9\ud55c \uae00\ub85c\ubc8c \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c (+0.8% CAGR \uc601\ud5a5): 2024\ub144 EU\uc758 CO\u2082 \ubaa9\ud45c\uc640 \uc911\uad6d\uc758 \uc774\uc911 \ud06c\ub808\ub527 \uc815\ucc45\uc774 \uac15\ud654\ub418\uba74\uc11c OEM\ub4e4\uc740 \ub354 \ub0ae\uc740 \uc2a4\uc704\uce6d \ubc0f \uc804\ub3c4 \uc190\uc2e4 \uc218\uce58\ub97c \uc694\uad6c\ud588\uc2b5\ub2c8\ub2e4. \uc138\ubbf8\ud06c\ub860 \ub2e8\ud3ec\uc2a4(Semikron Danfoss)\ub294 \uc591\uba74 \uc18c\uacb0 \uae30\uc220\ub85c \ud53c\ub85c\uc5d0 \ucde8\uc57d\ud55c \ubcf8\ub4dc \uc640\uc774\uc5b4\ub97c \uc81c\uac70\ud558\uc5ec \uc804\ub958 \ucc98\ub9ac \ub2a5\ub825\uacfc \uc2e0\ub8b0\uc131\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. AEC-Q101\uacfc \uac19\uc740 \uc778\uc99d \ud45c\uc900\uc774 \ub354\uc6b1 \uc5c4\uaca9\ud574\uc84c\uc73c\uba70, Navitas\ub294 \ud655\uc7a5\ub41c \uc790\ub3d9\ucc28 \uc2a4\ud2b8\ub808\uc2a4 \ud504\ub85c\ud30c\uc77c\uc744 \ucda9\uc871\ud558\ub294 \uc0c1\ub2e8 \ub0c9\uac01 SiC MOSFET\uc5d0 \ub300\ud574 &#8220;AEC-Plus&#8221; \ub4f1\uae09\uc744 \ud68d\ub4dd\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   OEM\uc758 \uc640\uc774\uc5b4 \ubcf8\ub4dc\ub9ac\uc2a4\/\uc0c1\ub2e8 \ub0c9\uac01 \ud328\ud0a4\uc9c0 \ucc44\ud0dd (+0.6% CAGR \uc601\ud5a5):<br \/>\n*   \uc804\ub825 \ubaa8\ub4c8\uc744 \ud1b5\ud569\ud558\ub294 \uc140-\ud22c-\ud329 \uc544\ud0a4\ud14d\ucc98 (+0.4% CAGR \uc601\ud5a5):<\/p>\n<p>\uc81c\uc57d \uc694\uc778 (Restraints):<\/p>\n<p>*   \ud45c\uc900\ud654\ub41c \uc778\uc99d \ud504\ub85c\ud1a0\ucf5c \ubd80\uc871 (-0.8% CAGR \uc601\ud5a5): AEC-Q100, AEC-Q101, AEC-Q200 \ud45c\uc900\uc758 \uc9c0\uc5ed\ubcc4 \ud574\uc11d \ucc28\uc774\ub85c \uc778\ud574 \uc804\ub825 \uc804\uc790 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ubc18\ubcf5\uc801\uc778 \ud14c\uc2a4\ud2b8\ub97c \uac70\uccd0\uc57c \ud588\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \ucd9c\uc2dc \uae30\uac04\uc744 \uc5f0\uc7a5\ud558\uace0 \ube44\ubc18\ubcf5\uc801 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. IECQ\uc758 \uc790\ub3d9\ucc28 \uc778\uc99d \ud504\ub85c\uadf8\ub7a8\uc774 \uc808\ucc28\ub97c \uc870\ud654\uc2dc\ud0a4\ub824 \ub178\ub825\ud558\uace0 \uc788\uc73c\ub098, \ucc44\ud0dd\uc740 \uc544\uc9c1 \uace0\ub974\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<br \/>\n*   SiC\/GaN \uae30\ud310\uc758 \ub192\uc740 \ube44\uc6a9 \ubc0f \uacf5\uae09 \uc81c\uc57d (-1.2% CAGR \uc601\ud5a5): \ubb3c\ub9ac\uc801 \uc99d\uae30 \uc218\uc1a1 \ubc29\uc2dd\uc740 SiC \uc789\uacf3 \uc131\uc7a5 \uc18d\ub3c4\ub97c \uc81c\ud55c\ud558\uc5ec \uc6e8\uc774\ud37c \uac00\uaca9\uc744 \ub192\uac8c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uae30\ud310\uc774 \uc18c\uc790 \uac00\uce58\uc758 \uc57d 47%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc544\uc2dc\uc544\uc5d0 \uc9d1\uc911\ub41c \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uba70, \uc77c\ubd80 \uc720\ub7fd \ud339\uc740 \ub2e8\uae30 \uc218\uc694 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud574 \ud655\uc7a5\uc744 \uc5f0\uae30\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 800V \ud50c\ub7ab\ud3fc\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4 (-0.6% CAGR \uc601\ud5a5):<br \/>\n*   SiC \uacf5\uae09\ub9dd\uc758 \uc7a0\uc7ac\uc801 \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825 (-0.4% CAGR \uc601\ud5a5):<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d (\uc0c1\uc138)<\/p>\n<p>\ubaa8\ub4c8 \uc720\ud615\ubcc4: SiC \ubaa8\ub4c8, \ud504\ub9ac\ubbf8\uc5c4 \uc2dc\uc7a5 \uacac\uc778<br \/>\n\uc9c0\ub2a5\ud615 \uc804\ub825 \ubaa8\ub4c8(IPM)\uc740 2025\ub144 \ub9e4\ucd9c\uc758 37.85%\ub97c \ucc28\uc9c0\ud558\uba70 \ubcf4\uae09\ud615 EV \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc\ucc28\uc758 \uc8fc\uc694 \uc120\ud0dd\uc9c0\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4. SiC \uc804\ub825 \ubaa8\ub4c8\uc740 \uace0\ube44\uc6a9\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud504\ub9ac\ubbf8\uc5c4 \ubc0f \uc0c1\uc6a9 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ud6a8\uc728\uc131\uc744 \uc6b0\uc120\uc2dc\ud568\uc5d0 \ub530\ub77c 14.7%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 2031\ub144\uae4c\uc9c0 \ucd94\uac00 7.3%p\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. ROHM\uacfc Valeo\uc758 TRCDRIVE \ud329\uc740 SiC\uac00 \uc5f4\uc801 \uc190\uc0c1 \uc5c6\uc774 \uc778\ubc84\ud130 \uc18c\ud615\ud654\ub97c \uac00\ub2a5\ud558\uac8c \ud568\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud55c\ud3b8, GaN\uc740 \uace0\uc8fc\ud30c \uc2a4\uc704\uce6d\uc774 \uc804\ub958 \uc81c\ud55c\ubcf4\ub2e4 \uc911\uc694\ud55c \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\uc5d0 \uce68\ud22c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IGBT \ubc0f FET \ubaa8\ub4c8\uc740 \uacc4\uc18d\ud574\uc11c \uc911\uae09 \ubc0f \ubcf4\uc870 \ubd80\ud558\uc5d0 \uc0ac\uc6a9\ub418\uba70, \ubbf8\uc4f0\ube44\uc2dc \uc77c\ub809\ud2b8\ub9ad\uc758 \ucd5c\uadfc \uc81c\ud488\uc740 \uc2a4\uc704\uce6d \uc190\uc2e4\uc744 15% \uc904\uc774\uace0 \uc2b5\uae30 \ub0b4\uc131\uc744 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. 200mm \uc6e8\uc774\ud37c \uaddc\ubaa8\ud654 \ubc0f \uc218\uc9c1 \ud1b5\ud569 \uc804\ub7b5\uc774 \uc131\uc219\ud574\uc9c0\uba74 SiC \ube44\uc6a9 \ud558\ub77d\uc774 \uc608\uc0c1\ub418\uba70, \uc124\uacc4 \ub3c4\uad6c, \uac8c\uc774\ud2b8 \ub4dc\ub77c\uc774\ubc84, \uc5f4 \ucd5c\uc801\ud654 \ud558\uc6b0\uc9d5\uc744 \ud1b5\ud569\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ub2e4\ub144\uac04\uc758 \ud50c\ub7ab\ud3fc \uacc4\uc57d\uc744 \ud655\ubcf4\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub825 \ub4f1\uae09\ubcc4: 800V \uc804\ud658\uc774 \uc218\uc694 \uc7ac\ud3b8<br \/>\n600V \uc774\ud558 \uc2dc\uc2a4\ud15c\uc740 \uae30\uc874 400V \uc2b9\uc6a9\ucc28 \ud50c\ub7ab\ud3fc\uc5d0 \ud798\uc785\uc5b4 2025\ub144 44.05%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 601-1200V \ub300\uc5ed\uc740 \uae09\uc18d \ucda9\uc804 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 800V \ud1a0\ud3f4\ub85c\uc9c0\ub85c\uc758 \uc804\ud658\uc744 \ubc18\uc601\ud558\uc5ec \uc5f0\ud3c9\uade0 6.84%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Aptiv\ub294 \uacac\uace0\ud55c \ud328\ud0a4\uc9d5\uc758 \uac00\uce58\ub97c \ub192\uc774\ub294 \uc808\uc5f0 \ubb38\uc81c\uc640 \uc5f0\uba74 \uac70\ub9ac(creepage) \uc694\uad6c \uc0ac\ud56d\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. 1200V \ucd08\uacfc \ubaa8\ub4c8\uc740 \uc911\uc7a5\ube44 \ubc0f \uc778\ud504\ub77c \uc5ed\ud560\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0 \uba38\ubb3c\ub7ec \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc804\uc555 \uc694\uad6c \uc0ac\ud56d\uc740 \ub354 \ub450\uaebc\uc6b4 \uc808\uc5f0 \uc824, \ub0ae\uc740 \uc778\ub355\ud134\uc2a4\uc758 \uad6c\ub9ac \ud074\ub9bd, 1.5kV \uc774\uc0c1 \uc815\uaca9\uc758 \ud504\ub808\uc2a4\ud54f \ud540 \uac1c\ubc1c\uc744 \uac00\uc18d\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4: \uc640\uc774\uc5b4 \ubcf8\ub4dc\ub9ac\uc2a4 \uc194\ub8e8\uc158\uc758 \ubd80\uc0c1<br \/>\n\uae30\uc874 \uc640\uc774\uc5b4 \ubcf8\ub4dc \uc124\uacc4\ub294 \uc131\uc219\ud55c \ud234\ub9c1\uacfc \ube44\uc6a9 \ud6a8\uc728\uc131 \ub355\ubd84\uc5d0 2025\ub144 \ucd9c\ud558\ub7c9\uc758 45.70%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc640\uc774\uc5b4 \ubcf8\ub4dc\ub9ac\uc2a4 \ub610\ub294 \ud30c\uc6cc \uc624\ubc84\ub808\uc774(Power Overlay) \ud615\uc2dd\uc740 \uae30\uc0dd \uc131\ubd84(parasitics)\uc744 \uc81c\ud55c\ud558\uace0 SiC \ub2e4\uc774 \uc804\uccb4\uc5d0 \uc5f4\uc744 \uace0\ub974\uac8c \ubd84\uc0b0\uc2dc\ucf1c\uc57c \ud558\ub294 \ud544\uc694\uc131\uc73c\ub85c \uc778\ud574 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.18% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2e0\ucf54 \uc77c\ub809\ud2b8\ub9ad(Shinko Electric)\uc758 POL \ud50c\ub7ab\ud3fc\uc740 PCB \uc81c\uc870 \ub178\ud558\uc6b0\ub97c \uc801\uc6a9\ud558\uc5ec 10nH \ubbf8\ub9cc\uc758 \ub8e8\ud504 \uc778\ub355\ud134\uc2a4\uc640 \ubbf8\uc138 \ud53c\uce58 \uad6c\ub9ac \ud544\ub7ec\ub97c \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc811 \uac00\uc555 \ub2e4\uc774(Direct-pressed-die) \ubcc0\ud615\uc740 \uce69 \uc804\uba74 \ub0c9\uac01\uc774 \uc5f4 \uc800\ud56d\uc744 \uc904\uc5ec \uc911\uc7a5\ube44 \ud2b8\ub799\uc158 \ubd84\uc57c\uc5d0\uc11c \ucc44\ud0dd\ub418\uc5c8\uc2b5\ub2c8\ub2e4. PCB \ub0b4\uc7a5 \ud328\ud0a4\uc9c0\ub294 \uacf5\uac04 \uc81c\uc57d\uc774 \uc788\ub294 \ubcf4\uc870 \ucee8\ubc84\ud130\uc5d0 \ub098\ud0c0\ub098\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc2e0\ub8b0\uc131 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uc804\ubc18\uc5d0\uc11c \uc54c\ub8e8\ubbf8\ub284 \ubcf8\ub4dc \uc640\uc774\uc5b4\ub85c\ubd80\ud130\uc758 \uac00\uc18d\ud654\ub41c \uc804\ud658\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ucd94\uc9c4 \uc720\ud615\ubcc4: FCEV \uc131\uc7a5, BEV \ucd94\uc6d4<br \/>\n\ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\ub294 2025\ub144 61.10%\uc758 \uc810\uc720\uc728\ub85c \uc804\ub825 \ubaa8\ub4c8\uc758 \ub300\ub7c9 \uc218\uc694\ub97c \uacc4\uc18d \uacac\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28(FCEV)\ub294 \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc \uc0c1\uc6a9\ucc28 \ud50c\ub9bf\uc774 \ube60\ub978 \uc7ac\ucda9\uc804\uacfc \ud655\uc7a5\ub41c \uc8fc\ud589 \uac70\ub9ac\ub97c \uc911\uc694\ud558\uac8c \uc5ec\uae30\uba74\uc11c \uc5f0\ud3c9\uade0 16.3%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud63c\ub2e4\uc758 \ucc28\uc138\ub300 150kW \uc5f0\ub8cc\uc804\uc9c0 \uc2a4\ud0dd\uc740 \ube44\uc6a9\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc774\uace0 \ub0b4\uad6c\uc131\uc744 \ub450 \ubc30\ub85c \ub298\ub824 \ubaa8\ub4c8 \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc544\ud0a4\ud14d\ucc98\ub294 \uc591\ubc29\ud5a5 \uc5d0\ub108\uc9c0 \ud750\ub984\uc744 \uacac\ub51c \uc218 \uc788\ub294 \ub2e4\ubaa9\uc801 \ubaa8\ub4c8\uc744 \uc5ec\uc804\ud788 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ubaa8\ub4c8 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc218\uc18c \uc2a4\ud0dd \uc804\uc555 \ubcc0\ub3d9\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \ub0c9\uac01\ud310\uacfc \uac8c\uc774\ud2b8 \ub4dc\ub77c\uc774\ubc84\ub97c \ucd5c\uc801\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucc28\ub7c9 \uc720\ud615\ubcc4: \uc0c1\uc6a9\ucc28\uac00 \ud601\uc2e0 \uc8fc\ub3c4<br \/>\n\uc2b9\uc6a9\ucc28\ub294 \uace0\uc6a9\ub7c9 EV \ubaa8\ub378\uc758 \ud655\uc0b0\uc73c\ub85c 2025\ub144 67.60%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub300\ud615 \uc0c1\uc6a9\ucc28 \ubc0f \ubc84\uc2a4\ub294 \ud50c\ub9bf \ubc30\ucd9c\uac00\uc2a4 \ubaa9\ud45c\uc640 \ub192\uc740 \ucd08\uae30 \ube44\uc6a9\uc744 \uc815\ub2f9\ud654\ud558\ub294 \uc608\uce21 \uac00\ub2a5\ud55c \uc6b4\ud589 \uc8fc\uae30\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 7.98%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc138\ubbf8\ud06c\ub860 \ub2e8\ud3ec\uc2a4\uc758 SKAI 2 HV \ud50c\ub7ab\ud3fc\uc740 \ub9ac\ud130\ub2f9 24kVA\uc640 IP67 \ub4f1\uae09\uc758 \ubc00\ubd09\uc744 \ub2ec\uc131\ud558\uc5ec \uacac\uace0\ud55c \ud328\ud0a4\uc9d5\uc5d0 \ub300\ud55c \ub69c\ub837\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \uacbd\uc0c1\uc6a9 \ubc34\ub3c4 \ud2b9\ud788 \ub3c4\uc2dc \ubb3c\ub958 \ubd84\uc57c\uc5d0\uc11c \ub4a4\ub97c \uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ud604\ub300\ubaa8\ube44\uc2a4\ub294 \uc720\ub7fd \uc804\ub825 \uc2dc\uc2a4\ud15c \uc81c\uc870\ub97c \uc704\ud574 \uc2ac\ub85c\ubc14\ud0a4\uc544\uc5d0 2\uc5b5 5,670\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud2b8\ub799\uc158 \uc778\ubc84\ud130 \uc9c0\ubc30, \ucda9\uc804\uae30 \uac00\uc18d\ud654<br \/>\n\ud2b8\ub799\uc158 \uc778\ubc84\ud130\ub294 \ubaa8\ub4e0 \uc804\ub3d9\ud654 \uad6c\ub3d9\uacc4\uac00 \uace0\uc804\ub825 \ubaa8\ud130 \ucee8\ud2b8\ub864\ub7ec\uc5d0 \uc758\uc874\ud558\uae30 \ub54c\ubb38\uc5d0 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 49.10%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub4dc \ucda9\uc804\uae30 \uc2dc\uc7a5\uc740 OEM\ub4e4\uc774 11-22kW AC \ubc0f 25-50kW DC \uc7a5\uce58\ub97c \ucc44\ud0dd\ud558\uba74\uc11c \uc5f0\ud3c9\uade0 13.1%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uace0\uc8fc\ud30c GaN \ub610\ub294 SiC \uc18c\uc790\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. ROHM\uc758 HSDIP20 SiC \ubaa8\ub4c8\uc740 \uac1c\ubcc4 \uad6c\uc131 \ub300\ube44 38\u00b0C\uc758 \uc628\ub3c4 \uac15\ud558\ub97c \ub2ec\uc131\ud558\uc5ec \ubaa8\ub180\ub9ac\uc2dd \ud328\ud0a4\uc9c0\uc758 \uc5f4\uc801 \uc774\uc810\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. DC-DC \ucee8\ubc84\ud130 \ubc0f \ubcf4\uc870 \ubaa8\ub4c8 \uc218\uc694\ub294 \uc804\ub3d9 \ud30c\uc6cc \uc2a4\ud2f0\uc5b4\ub9c1 \ubc0f \uacf5\uc870 \ucef4\ud504\ub808\uc11c\ub97c \uc9c0\uc6d0\ud558\ub294 48V \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 56.80%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 8.72%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc774\uc911 \ud06c\ub808\ub527 \uaddc\uc81c\uc640 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub294 \uc778\ud53c\ub2c8\uc5b8\uc758 \ub9d0\ub808\uc774\uc2dc\uc544 200mm \ud339\uacfc \uac19\uc740 \uc8fc\uc694 SiC \ud22c\uc790\ub97c \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4. \uae30\ud310, \uae08\uc18d\ud654 \ud398\uc774\uc2a4\ud2b8, \ubab0\ub529 \ucef4\ud30c\uc6b4\ub4dc\ub97c \uc544\uc6b0\ub974\ub294 \ud604\uc9c0 \uacf5\uae09\ub9dd\uc740 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8: \uad6d\ub0b4 OEM\ub4e4\uc774 \uc0c8\ub85c\uc6b4 800V \ud53d\uc5c5\ud2b8\ub7ed\uacfc SUV\ub97c \ucd9c\uc2dc\ud558\uba74\uc11c \uc218\uc694\uac00 \uac00\uc18d\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc628\uc138\ubbf8\ub294 \uccb4\ucf54\uc5d0 20\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec SiC \uc0dd\uc0b0 \ub77c\uc778\uc744 \uad6c\ucd95\ud558\uc5ec \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\ubc29 \uc81c\uc870 \uc138\uae08 \uacf5\uc81c\ub3c4 \ubbf8\uad6d \ub0b4 \ubaa8\ub4c8 \uc870\ub9bd\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc720\ub7fd: \ud504\ub9ac\ubbf8\uc5c4 EV \ube0c\ub79c\ub4dc\uc640 \uc5c4\uaca9\ud55c \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. Vitesco Technologies\ub294 \uc624\uc2a4\ud2b8\ub77c\ubc14\uc5d0 5\uc5b5 7,600\ub9cc \uc720\ub85c\ub97c \ud22c\uc790\ud558\uc5ec \ucca8\ub2e8 \uc804\uc790 \uc81c\ud488 \uc0dd\uc0b0\uc744 \ud655\uc7a5\ud558\uba70 \uc9c0\uc5ed \uc804\ub3d9\ud654 \ubaa8\uba58\ud140\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc5ed \ub2e4\uac01\ud654 \ub178\ub825\uc740 \ub2e8\uc77c \uc9c0\uc5ed \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uae00\ub85c\ubc8c \ud488\uc9c8 \uae30\uc900\uc744 \ub192\uc774\ub294 \uae30\uc220 \uc774\uc804\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>2024\ub144 \uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub41c \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8, ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4, \uc628\uc138\ubbf8\ub294 \uc218\uc9c1 \ud1b5\ud569\uc744 \ud1b5\ud574 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825, \ub0b4\ubd80 \uc870\ub9bd, \uc2dc\uc2a4\ud15c \uc9c0\uc2dd\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc138\ubbf8\ud06c\ub860 \ub2e8\ud3ec\uc2a4, JCET, \uc2e0\ucf54 \uc77c\ub809\ud2b8\ub9ad\uc740 \ucca8\ub2e8 \uc778\ud130\ucee4\ub125\ud2b8 \ubc0f \ub9de\ucda4\ud615 \uae30\ud310\uc5d0 \ud2b9\ud654\ub418\uc5b4 Tier-1 \uc778\ubc84\ud130 \uc81c\uc870\uc5c5\uccb4\ub85c\ubd80\ud130 \uc8fc\ubb38\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc740 \uc778\uc99d \ube44\uc6a9, \uc5f4 \uc2dc\ubbac\ub808\uc774\uc158 \uc804\ubb38\uc131, \uacf5\uae09\ub9dd \uad00\uacc4\uc5d0 \uc9d1\uc911\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc774 \uac15\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. ROHM\uc740 TSMC\uc640 GaN \ubd84\uc57c\uc5d0\uc11c \ud611\ub825\ud558\uc5ec \uc790\ub3d9\ucc28 \uc778\uc99d \uc8fc\uae30\ub97c \ub2e8\ucd95\ud588\uc73c\uba70, ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4\ub294 \uc138\ubbf8\ud06c\ub860\uacfc \ud611\ub825\ud558\uc5ec SiC \ubaa8\ub4c8 \uc2a4\ud0dd\uc744 \ucd5c\uc801\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc628\uc138\ubbf8\ub294 Qorvo\uc758 SiC JFET \uc790\uc0b0\uc744 1\uc5b5 1,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec EliteSiC \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac15\ud654\ud558\ub294 \ub4f1 \uc778\uc218 \ud65c\ub3d9\ub3c4 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uc6b0\uc704\ub294 \ub514\uc9c0\ud138 \ud2b8\uc708 \ubaa8\ub378\ub9c1, \uc784\ubca0\ub514\ub4dc \uc9c4\ub2e8 \ud38c\uc6e8\uc5b4, \uc5f4 \uc778\ud130\ud398\uc774\uc2a4 \uc7ac\ub8cc\ub97c \ud3ec\ud568\ud558\ub294 \uc804\uccb4\ub860\uc801 \uc81c\ud488\uc73c\ub85c \uc774\ub3d9\ud588\uc2b5\ub2c8\ub2e4. \ud134\ud0a4 \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc744 \uacf5\uae09\ud558\uace0, \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc744 \uc9c0\uc6d0\ud558\uba70, \ub2e4\uc911 \uc18c\uc2a4 \uae30\ud310\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\ub4e4\uc774 2030\ub144\uae4c\uc9c0 \ud50c\ub7ab\ud3fc \uacc4\uc57d\uc774 \ud1b5\ud569\ub428\uc5d0 \ub530\ub77c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5: Amkor Technologies, Infineon Technologies, STMicroelectronics, Fuji Electric Co. Ltd., Toshiba Electronics Device &#038; Storage Corporation.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2025\ub144 5\uc6d4: Wolfspeed\ub294 Gen 4 MOSFET \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud558\uc5ec \uace0\uc804\ub825 \uc790\ub3d9\ucc28 \ubaa8\ub4c8\uc758 \ud6a8\uc728\uc131\uacfc \ud328\ud0a4\uc9d5\uc744 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: \uc778\ud53c\ub2c8\uc5b8\uacfc NVIDIA\ub294 AI \ub370\uc774\ud130 \uc13c\ud130\uc6a9 800V \uc9c1\ub958 \uc804\ub825 \uacf5\uae09 \uc544\ud0a4\ud14d\ucc98\uc5d0\uc11c \ud611\ub825\ud588\uc73c\uba70, \uc774 \uc124\uacc4\ub294 \uc790\ub3d9\ucc28 \uace0\ubc00\ub3c4 \ubaa8\ub4c8\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: \uc778\ud53c\ub2c8\uc5b8\uc740 Marvell Technology\uc758 \uc790\ub3d9\ucc28 \uc774\ub354\ub137 \uc0ac\uc5c5\uc744 25\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \uc2dc\uc2a4\ud15c \ud1b5\ud569 \uc5ed\ub7c9\uc744 \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: ROHM\uc740 HSDIP20\uc5d0 \uace0\uc804\ub825 \ubc00\ub3c4 SiC \ubaa8\ub4c8\uc744 \ub3c4\uc785\ud558\uc5ec \uc7a5\ucc29 \uba74\uc801\uc744 52% \uc904\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc804\ub825 \ubaa8\ub4c8 \ud328\ud0a4\uc9d5\uc740 \uace0\uc628 \ubc94\uc704, \uae30\uacc4\uc801 \uc9c4\ub3d9 \ubc0f \ucda9\uaca9, \ube48\ubc88\ud55c \uc804\ub825 \uc11c\uc9c0 \ub4f1 \uac00\ud639\ud55c \uc791\ub3d9 \ud658\uacbd\uc5d0\uc11c \ub192\uc740 \uc2e0\ub8b0\uc131 \uae30\uc900\uc744 \ucda9\uc871\ud574\uc57c \ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc804\uae30\ucc28(EV) \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28(HEV) \uc0b0\uc5c5\uc758 \uace0\uc804\ub825 \ubc00\ub3c4 \ubc0f \uba54\uce74\ud2b8\ub85c\ub2c9\uc2a4 \ud1b5\ud569 \uc694\uad6c\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \uce21\uba74\uc5d0\uc11c, \ubcf8 \uc2dc\uc7a5\uc740 2026\ub144 35.5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 48.5\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \u25b2EV \ubc0f HEV \uc0dd\uc0b0\uc758 \uae09\uaca9\ud55c \uc99d\uac00 \u25b2SiC(\ud0c4\ud654\uaddc\uc18c) \ubc0f GaN(\uc9c8\ud654\uac08\ub968) \uae30\ubc18 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \uc18c\uc790\ub85c\uc758 \uc804\ud658 \u25b2\ucc28\ub7c9 \uc804\ub3d9\ud654\uc5d0 \ub530\ub978 \uace0\uc804\ub825 \ubc00\ub3c4 \ubaa8\ub4c8 \uc218\uc694 \uc99d\ub300 \u25b2\uc804 \uc138\uacc4\uc801\uc73c\ub85c \uac15\ud654\ub418\ub294 \ubc30\ucd9c \uaddc\uc81c \u25b2OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0)\uc758 \uc640\uc774\uc5b4-\ubcf8\ub4dc\ub9ac\uc2a4\/\ud0d1-\uc0ac\uc774\ub4dc-\ucfe8\ub9c1 \ud328\ud0a4\uc9c0 \ucc44\ud0dd \u25b2\uc804\ub825 \ubaa8\ub4c8\uc744 \ud1b5\ud569\ud558\ub294 \uc140-\ud22c-\ud329(Cell-to-pack) \uc544\ud0a4\ud14d\ucc98\uc758 \ud655\uc0b0 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \u25b2\ud45c\uc900\ud654\ub41c \uac80\uc99d \ud504\ub85c\ud1a0\ucf5c\uc758 \ubd80\uc871 \u25b2SiC \ubc0f GaN \uae30\ud310\uc758 \ub192\uc740 \ube44\uc6a9 \ubc0f \uacf5\uae09 \uc81c\uc57d \u25b2\uc0c8\ub86d\uac8c \ubd80\uc0c1\ud558\ub294 800V \ud50c\ub7ab\ud3fc\uc5d0\uc11c\uc758 \uc5f4 \uad00\ub9ac \ud55c\uacc4 \u25b2\uc7a0\uc7ac\uc801\uc778 SiC \uacf5\uae09\ub9dd \uacfc\uc789 \uc0dd\uc0b0 \uc6b0\ub824 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub2e4\uc591\ud55c \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ubaa8\ub4c8 \uc720\ud615\ubcc4\ub85c\ub294 \uc9c0\ub2a5\ud615 \uc804\ub825 \ubaa8\ub4c8(IPM)\uc774 2025\ub144 \ub9e4\ucd9c\uc758 37.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c EV \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ud50c\ub7ab\ud3fc\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc804\ub825 \ub4f1\uae09\ubcc4\ub85c\ub294 601-1200V \uad6c\uac04\uc774 800V \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 6.84%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 800V \uc544\ud0a4\ud14d\ucc98\ub294 \ucda9\uc804 \uc2dc\uac04 \ub2e8\ucd95\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ud328\ud0a4\uc9d5 \uae30\uc220 \uce21\uba74\uc5d0\uc11c\ub294 \uc640\uc774\uc5b4-\ubcf8\ub4dc\ub9ac\uc2a4 \ud328\ud0a4\uc9c0\uac00 \uae30\uc0dd \uc778\ub355\ud134\uc2a4\ub97c \ub0ae\ucd94\uace0 \uc5f4 \uacbd\ub85c\ub97c \uac1c\uc120\ud558\uc5ec \uace0\uc628 SiC \ubc0f GaN \uc18c\uc790\uc758 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc5d0\uc11c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 56.80%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud1b5\ud569\ub41c EV \ubc0f \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc0dd\ud0dc\uacc4 \ub355\ubd84\uc785\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \ucd94\uc9c4 \uc720\ud615(BEV, HEV, PHEV, FCEV), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\uc0c1\uc6a9\ucc28 \ubc0f \ubc84\uc2a4), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc628\ubcf4\ub4dc \ucda9\uc804\uae30, DC-DC \ucee8\ubc84\ud130 \ub4f1)\ubcc4 \uc2dc\uc7a5 \ubd84\uc11d\uc774 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uacfc \ud568\uaed8 Amkor Technology, Infineon Technologies, STMicroelectronics, Fuji Electric, Toshiba, SEMIKRON Danfoss, Mitsubishi Electric, ROHM, onsemi, Wolfspeed \ub4f1 25\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc774 \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \uc0b0\uc5c5 \ucc38\uc5ec\uc790\ub4e4\uc5d0\uac8c \uc804\ub7b5\uc801 \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-59407","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\/59407"}],"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=59407"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/59407\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=59407"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=59407"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=59407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}