{"id":60037,"date":"2026-02-27T02:26:45","date_gmt":"2026-02-27T02:26:45","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/it-connector-market-mordor\/"},"modified":"2026-10-16T00:12:01","modified_gmt":"2026-10-15T15:12:01","slug":"it-connector-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/it-connector-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 IT \ucee4\ub125\ud130 \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\/it-connector-market_1596038556992_itcon.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\/it-connector-market-size-image-1770998608101.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 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c \uace0\uc18d(>25Gbps) \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc544\uc2dc\uc544\uc5d0\uc11c 5G\/6G \ub124\ud2b8\uc6cc\ud06c\uc758 \ube60\ub978 \ud655\uc0b0\uc73c\ub85c RF \ubc0f VSFF \ucee4\ub125\ud130 \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc790\ub3d9\ucc28 \uad6c\uc5ed\ubcc4 EE \uc544\ud0a4\ud14d\ucc98\uac00 EV\uc758 \uace0\uc18d \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \ucee4\ub125\ud130 \uc218\uc694 \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.4 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4\uc758 \uc131\uc7a5\uc73c\ub85c IO \ucee4\ub125\ud130 \ud601\uc2e0 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc5e3\uc9c0 AI \ubc0f \uc0b0\uc5c5\uc6a9 IoT\uac00 \uacf5\uc7a5 \uc790\ub3d9\ud654(EU \uc911\uc2ec)\uc5d0\uc11c \uacac\uace0\ud558\uace0 \ubc00\ubd09\ub41c \ucee4\ub125\ud130 \uc218\uc694 \uacac\uc778<\/li>\n<li class=\"toc-level-3\">4.2.6 \ubbf8\uad6d CHIPS \ubc95 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \uad6d\ub0b4 PCB \uc0dd\uc0b0\uc774 \uad6d\ub0b4 \ucee4\ub125\ud130 \uc218\uc694 \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 \uad6c\ub9ac \ubc0f \ud76c\uadc0 \uae08\uc18d \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c BOM \ube44\uc6a9 \uc0c1\uc2b9<\/li>\n<li class=\"toc-level-3\">4.3.2 112Gbps PAM4 \uc774\uc0c1\uc5d0\uc11c\uc758 \uc5f4-\uae30\uacc4\uc801 \uc2e0\ub8b0\uc131 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.3 \uae34 \uc790\ub3d9\ucc28 PPAP \uc8fc\uae30\ub85c \uc778\ud55c \ucee4\ub125\ud130 \uc124\uacc4 \uc801\uc6a9 \uc9c0\uc5f0<\/li>\n<li class=\"toc-level-3\">4.3.4 \ud560\ub85c\uac90 \ud504\ub9ac \ud50c\ub77c\uc2a4\ud2f1\uc5d0 \ub300\ud55c \uaddc\uc81c \uac15\ud654\ub85c \uc7ac\uc778\uc99d \ube44\uc6a9 \uc99d\uac00(EU)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uc0dd\ud0dc\uacc4 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \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 \ucee4\ub125\ud130 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 PCB \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.1.2 IDC \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.1.3 IO\/\uace0\uc18d \ubc31\ud50c\ub808\uc778 \ubc0f \ud50c\ub7ec\uadf8\ud615<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc6d0\ud615 \ubc0f \uc9c1\uc0ac\uac01\ud615<\/li>\n<li class=\"toc-level-3\">5.1.5 RF\/VSFF (SN, CS, MMC)<\/li>\n<li class=\"toc-level-3\">5.1.6 \ucd08\uc18c\ud615\/\ub098\ub178 \ucee4\ub125\ud130<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\ucc29 \uad6c\uc131\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc640\uc774\uc5b4-\ud22c-\ubcf4\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc640\uc774\uc5b4-\ud22c-\uc640\uc774\uc5b4\/\ucf00\uc774\ube14 \uc5b4\uc148\ube14\ub9ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u226410 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.2 10-25 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.3 25-56 Gbps<\/li>\n<li class=\"toc-level-3\">5.3.4 \u226556 Gbps\/PAM4 112 G<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 IT \ubc0f \ud1b5\uc2e0 (\ub370\uc774\ud130 \uc13c\ud130 \ud3ec\ud568)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac00\uc804 \ubc0f \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc790\ub3d9\ucc28 \ubc0f e-\ubaa8\ube4c\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc0b0\uc5c5 \uc790\ub3d9\ud654\/IIoT<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc \uae30\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc11c\ubc84 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0<\/li>\n<li class=\"toc-level-3\">5.5.2 5G\/6G \uae30\uc9c0\uad6d<\/li>\n<li class=\"toc-level-3\">5.5.3 EV \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f ADAS<\/li>\n<li class=\"toc-level-3\">5.5.4 \uacf5\uc7a5 \ub85c\ubd07 \ubc0f PLC<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ud45c\uc900 \uc5f4\uac00\uc18c\uc131 \uc218\uc9c0<\/li>\n<li class=\"toc-level-3\">5.6.2 \ud560\ub85c\uac90 \ud504\ub9ac\/\uce5c\ud658\uacbd \ud654\ud569\ubb3c<\/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 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.7.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.7.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.7.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.7.2.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.7.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.7.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.7.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.7.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.7.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.7.3.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.7.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.7.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.7.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.7.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/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 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.7.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.7.5.4 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/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 \ud589\ubcf4<\/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 (\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 3M \ucef4\ud37c\ub2c8<\/li>\n<li class=\"toc-level-3\">6.4.2 TE \ucee4\ub125\ud2f0\ube44\ud2f0 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 \ubab0\ub809\uc2a4 Inc. (\ucf54\ud06c)<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc554\ud398\ub180 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc0d8\ud14d Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 \ud788\ub85c\uc138 \uc804\uae30 Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc571\ud2f0\ube0c PLC<\/li>\n<li class=\"toc-level-3\">6.4.8 \uc57c\uc790\ud0a4 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.9 \ud63c\ud558\uc774 \uc815\ubc00 (\ud3ed\uc2a4\ucf58)<\/li>\n<li class=\"toc-level-3\">6.4.10 \ud53c\ub2c9\uc2a4 \ucee8\ud0dd\ud2b8 GmbH and Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.11 \ud558\ud305 \ud14c\ud06c\ub180\ub85c\uc9c0 \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.12 JST Mfg. Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 \ubc14\uace0 \ucf58\ud0c1\ud2b8\ud14c\ud06c\ub2c9<\/li>\n<li class=\"toc-level-3\">6.4.14 \ub85c\uc820\ubc84\uac70 \ud638\ud750\ud504\ub808\ud000\uce20\ud14c\ud06c\ub2c9<\/li>\n<li class=\"toc-level-3\">6.4.15 \ubca8 \ud4e8\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 \uad50\uc138\ub77c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.17 \ub7ed\uc2a4\uc250\uc5b4 \ud504\ub9ac\uc2dc\uc804 \uc778\ub354\uc2a4\ud2b8\ub9ac<\/li>\n<li class=\"toc-level-3\">6.4.18 JAE (\uc77c\ubcf8 \ud56d\uacf5 \uc804\uc790)<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud53c\uc154 \ucee4\ub125\ud130 SA<\/li>\n<li class=\"toc-level-3\">6.4.20 \ucf54\ub125 \uc77c\ub809\ud2b8\ub85c\ub2c8\uc250 \ubc14\uc6b0\uc5d8\ub808\uba58\ud14c GmbH<\/li>\n<li class=\"toc-level-3\">6.4.21 \uc634\ub124\ud2f1\uc2a4 \ucee4\ub125\ud130 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.22 \ubdd4\ub974\ud2b8 \uc77c\ub809\ud2b8\ub85c\ub2c9 GmbH and Co. KG<\/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>IT \ucee4\ub125\ud130 \uc2dc\uc7a5\uc740 2026\ub144 81.4\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 105.8\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.39%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 77.2\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ub0b4 224Gbps\/\ub808\uc778 \uc774\uc0c1\uc758 \ub370\uc774\ud130 \uc804\uc1a1\uc5d0 \ub300\ud55c \uae34\uae09\ud55c \uc218\uc694, 5G\/6G \ub124\ud2b8\uc6cc\ud06c \ubc30\ud3ec \uac00\uc18d\ud654, \uc804\uae30\ucc28(EV)\uc758 \uad6c\uc5ed\ud615(zonal) EE \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc5d0 \uc8fc\ub85c \uae30\uc778\ud569\ub2c8\ub2e4. \ub610\ud55c \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559 \uae30\uc220\uc758 \ubc1c\uc804, \ud6a8\uc728\uc801\uc778 RF \ubc0f VSFF(Very Small Form Factor) \uc124\uacc4, \ubbf8\uad6d CHIPS Act\uc5d0 \ub530\ub978 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4\ub3c4 \uc218\uc694\ub97c \uacac\uc778\ud558\ub294 \uc694\uc778\uc785\ub2c8\ub2e4. \ubc18\uba74, 112Gbps PAM4 \uc774\uc0c1\uc758 \uc18d\ub3c4\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc5f4-\uae30\uacc4\uc801 \ud55c\uacc4\uc640 \uad6c\ub9ac \uac00\uaca9 \ubcc0\ub3d9\uc73c\ub85c \uc778\ud55c \ub9c8\uc9c4 \uc555\ubc15\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>1. \uc131\uc7a5 \ub3d9\ub825 (Drivers)<br \/>\n*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uace0\uc18d \uc0c1\ud638 \uc5f0\uacb0 \uc218\uc694 \uae09\uc99d: \ub300\uc5ed\ud3ed \uc9d1\uc57d\uc801\uc778 AI \ud074\ub7ec\uc2a4\ud130\ub294 224Gbps\/\ub808\uc778\uc744 \ub118\uc5b4 \ubc1c\uc804\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ucee4\ub125\ud130 \uc124\uacc4\uc790\ub4e4\uc774 \uc881\uc740 \uc11c\ubc84 \ud2b8\ub808\uc774 \ub0b4\uc5d0\uc11c \uc0bd\uc785 \uc190\uc2e4 \ubc0f \uc5f4 \uc0c1\uc2b9\uc744 \uc644\ud654\ud558\ub3c4\ub85d \uac15\uc81c\ud569\ub2c8\ub2e4. \ubab0\ub809\uc2a4(Molex)\ub294 224Gbps PAM4 \ub9c1\ud06c\uc6a9 \uad11 \ud2b8\ub79c\uc2dc\ubc84\uc758 \ube60\ub978 \ucc44\ud0dd\uc744 \uc5b8\uae09\ud558\uba70, \uc2e0\ud638 \ubb34\uacb0\uc131\ub9cc\ud07c \uc5f4 \uc81c\uac70\uac00 \uc911\uc694\ud558\ub2e4\uace0 \uac15\uc870\ud569\ub2c8\ub2e4. \ub9e4\ub144 120-130\uac1c\uc758 \uc0c8\ub85c\uc6b4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uac00 \uad6c\ucd95\ub420 \uc608\uc815\uc774\uc5b4\uc11c \uace0\ubc00\ub3c4 \ucee4\ub125\ud130 \uc2dc\uc2a4\ud15c\uc758 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5G\/6G \ub124\ud2b8\uc6cc\ud06c\uc758 \uae09\uc18d\ud55c \ud655\uc0b0: \ubca0\ud2b8\ub0a8 \ub4f1\uc9c0\uc5d0\uc11c 2.6GHz \ubc0f 3.5GHz \ub300\uc5ed \uc2a4\ud399\ud2b8\ub7fc \uacbd\ub9e4\uac00 \uc9c4\ud589\ub418\uba74\uc11c \ubbf8\ub4dc\ubc34\ub4dc \ub9e4\ud06c\ub85c \ubc0f \uc18c\ud615 \uc140 \ubc30\ud3ec\uac00 \ud65c\ubc1c\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. Massive-MIMO \ubb34\uc120 \uc7a5\uce58\uac00 4T4R\uc5d0\uc11c 32T32R\ub85c \ud655\uc7a5\ub418\uba74\uc11c \uad11\uc12c\uc720 \uc218\ub97c \uc555\ucd95\ud558\ub294 \uc18c\ud615 VSFF \uc778\ud130\ud398\uc774\uc2a4\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. SN\uae09 \ud48b\ud504\ub9b0\ud2b8 \ucee4\ub125\ud130\ub294 \ud504\ub860\ud2b8\ud640 \uc258\ud504 \ub0b4 \ud3ec\ud2b8 \ubc00\ub3c4\ub97c 4\ubc30 \ub192\uc774\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \uad6c\uc5ed\ud615 EE \uc544\ud0a4\ud14d\ucc98\uc758 \ubd80\uc0c1: \ucc28\ub7c9 \ubc30\uc120\uc744 \uad6c\uc5ed\ud615 \ub3c4\uba54\uc778\uc73c\ub85c \uc7ac\uc124\uacc4\ud558\uba74 \ud558\ub124\uc2a4 \ubb34\uac8c\ub97c \ucd5c\ub300 40%\uae4c\uc9c0 \uc904\uc77c \uc218 \uc788\uc73c\uba70, \uc774\ub294 \uad6c\uc5ed \ucee8\ud2b8\ub864\ub7ec\uc640 \uc911\uc559 \ucef4\ud4e8\ud305 \ubaa8\ub4c8 \uac04 \uace0\uc18d \ub370\uc774\ud130 \uc804\uc1a1\uc744 \uc704\ud55c \ub2e4\uc911 \ub808\uc778 \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \ucee4\ub125\ud130 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc804\uae30\ucc28 \ud30c\uc6cc\ud2b8\ub808\uc778\uc740 \uace0\uc804\ub958 \ub178\ub4dc\ub97c \ub3c4\uc785\ud558\uc5ec \uace0\uc804\uc555 \ucee4\ub125\ud130 \uc2dc\uc7a5\uc744 2033\ub144\uae4c\uc9c0 150\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559(Co-packaged optics)\uc758 \uc131\uc7a5: ASIC\uc5d0 \uad11\ud559 \uc5d4\uc9c4\uc744 \ud1b5\ud569\ud558\uba74 \ub9ac\ud0c0\uc774\uba38 \ub2e8\uacc4\ub97c \uc81c\uac70\ud558\uc5ec \uc804\ub825\uc744 30% \uc808\uac10\ud558\uace0 \ub9c1\ud06c \uc608\uc0b0\uc744 \ucd95\uc18c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. OIF(Optical Internetworking Forum)\ub294 2025\ub144 1\ubd84\uae30\uc5d0 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc194\ub8e8\uc158\uc758 \uae30\uacc4\uc801 \uc678\ud615\uc744 \uacf5\uc2dd\ud654\ud558\uae30 \uc704\ud55c \uace0\ubc00\ub3c4 \ucee4\ub125\ud130 \ud504\ub85c\uc81d\ud2b8\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5e3\uc9c0 AI \ubc0f \uc0b0\uc5c5\uc6a9 IoT\uc758 \ud655\uc0b0: \uacf5\uc7a5 \uc790\ub3d9\ud654 \ubd84\uc57c\uc5d0\uc11c \uacac\uace0\ud558\uace0 \ubc00\ubd09\ub41c \ucee4\ub125\ud130 \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d CHIPS Act\uc758 \uc601\ud5a5: \uad6d\ub0b4 PCB \uc0dd\uc0b0\uc744 \uc9c0\uc6d0\ud558\uc5ec \ucee4\ub125\ud130 \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc81c\uc57d \uc694\uc778 (Restraints)<br \/>\n*   \uad6c\ub9ac \ubc0f \ud76c\uadc0 \uae08\uc18d \uac00\uaca9 \ubcc0\ub3d9\uc131: \uad6c\ub9ac \ubc0f \ud314\ub77c\ub4d0 \uac00\uaca9\uc758 \uae09\ub4f1\uc740 BOM(Bill of Materials) \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf1c \ucd1d \ub9c8\uc9c4\uc744 \uc7a0\uc2dd\ud569\ub2c8\ub2e4. \uace0\uc18d \ucee4\ub125\ud130\ub294 \ub450\uaebc\uc6b4 \uad6c\ub9ac \ud569\uae08\uacfc \uadc0\uae08\uc18d \ub3c4\uae08\uc744 \uc0ac\uc6a9\ud558\ubbc0\ub85c, \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ubbfc\uac10\ud569\ub2c8\ub2e4.<br \/>\n*   \uace0\uc18d \ub370\uc774\ud130 \uc804\uc1a1\uc5d0\uc11c\uc758 \uc5f4-\uae30\uacc4\uc801 \uc2e0\ub8b0\uc131 \ud55c\uacc4: 112Gbps PAM4\ub97c \ucd08\uacfc\ud558\ub294 \ub370\uc774\ud130 \uc18d\ub3c4\uc5d0\uc11c\ub294 \uc194\ub354 \uc870\uc778\ud2b8, \ub9ac\ub4dc \ud504\ub808\uc784, \ud558\uc6b0\uc9d5 \ud50c\ub77c\uc2a4\ud2f1\uc5d0 \uc2a4\ud2b8\ub808\uc2a4\uac00 \uac00\ud574\uc838 \uc804\uacc4 \uc774\ub3d9, \uc8fc\uc11d \uc704\uc2a4\ucee4 \uc131\uc7a5, CTE(\uc5f4\ud33d\ucc3d\uacc4\uc218) \ubd88\uc77c\uce58 \ub4f1\uc758 \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 PPAP(Production Part Approval Process) \uc8fc\uae30\uc758 \uc7a5\uae30\ud654: \ucee4\ub125\ud130 \uc124\uacc4 \uc801\uc6a9\uc744 \ub2a6\ucda5\ub2c8\ub2e4.<br \/>\n*   \ud560\ub85c\uac90 \ud504\ub9ac \ud50c\ub77c\uc2a4\ud2f1\uc5d0 \ub300\ud55c \uaddc\uc81c \uac15\ud654: REACH \ubc0f RoHS \uaddc\uc81c\uac00 \ud560\ub85c\uac90 \ubc0f \ube0c\ub86c\ud654 \ub09c\uc5f0\uc81c\uc5d0 \ub300\ud55c \uc81c\ud55c\uc744 \uac15\ud654\ud568\uc5d0 \ub530\ub77c \uc7ac\uc778\uc99d \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ucee4\ub125\ud130 \uc720\ud615\ubcc4: PCB \ucee4\ub125\ud130\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 44.60%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. IO\/\uace0\uc18d \ubc31\ud50c\ub808\uc778 \ubc0f \ud50c\ub7ec\uadf8\ud615 \ucee4\ub125\ud130\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 5.55%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7a5\ucc29 \uad6c\uc131\ubcc4: \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc(Board-to-Board)\uac00 2025\ub144 \ub9e4\ucd9c\uc758 35.40%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc640\uc774\uc5b4-\ud22c-\ubcf4\ub4dc(Wire-to-Board)\ub294 EV \ubc30\ud130\ub9ac \ud329 \ubc0f \uac00\uc804\uc81c\ud488\uc758 \uc720\uc9c0\ubcf4\uc218 \uc6a9\uc774\uc131 \ub355\ubd84\uc5d0 6.05%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4 \ub4f1\uae09\ubcc4: \u226410Gbps \uce74\ud14c\uace0\ub9ac\uac00 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 47.20%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \ucd94\ub860 \ubc0f NVMe-oF \uc2a4\ud1a0\ub9ac\uc9c0 \ud328\ube0c\ub9ad\uc758 \ubc1c\uc804\uc73c\ub85c \u226556Gbps PAM4 \ubd80\ubb38\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 6.85%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc774 2025\ub144 \ub9e4\ucd9c\uc758 37.40%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubc0f e-\ubaa8\ube4c\ub9ac\ud2f0 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 3.25%\uc758 CAGR\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: \uc11c\ubc84 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0\uac00 2025\ub144 IT \ucee4\ub125\ud130 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 29.40%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 5G\/6G \uae30\uc9c0\uad6d \ubd80\ubb38\uc740 \ud1b5\uc2e0\uc0ac\ub4e4\uc758 \ubb34\uc120 \uc7a5\ube44 \uc555\ucd95 \ubc0f \uc548\ud14c\ub098 \uc218 \uc99d\uac00\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.32%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc\ubcc4: \ud45c\uc900 \uc5f4\uac00\uc18c\uc131 \uc218\uc9c0\uac00 77.60%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\ub098, REACH \ubc0f RoHS \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud574 \uc800\ud560\ub85c\uac90 \ub610\ub294 \ud560\ub85c\uac90 \ud504\ub9ac \uc218\uc9c0\ub294 5.64%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 45.50%\uc758 \uc2dc\uc7a5 \ub9e4\ucd9c\uc744 \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc804\uc790 \uc0b0\uc5c5 \uae30\ubc18\uacfc \uc778\ub3c4\uc758 \ud1b5\uc2e0 \ubc31\ubcf8 \uc131\uc7a5\uc774 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559 \uae30\uc220\uc758 \uc870\uae30 \ucc44\ud0dd\uc744 \ud1b5\ud574 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc73c\ub85c, CHIPS \ubc0f \uacfc\ud559\ubc95(CHIPS and Science Act)\uc5d0 \ub530\ub978 \ud22c\uc790\uac00 224Gbps PAM4 \uc5f4 \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \uace0\uae09 \uae30\ud310 \ubc0f \ucee4\ub125\ud130 \ucf00\uc774\uc9c0\ub97c \uc704\ud55c \ud604\uc9c0\ud654\ub41c \uc0dd\ud0dc\uacc4\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc9c0\uc5ed \ud074\ub77c\uc6b0\ub4dc \uc874 \uc124\uce58\uc640 \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \uad11\uc12c\uc720 \uc0ac\uc5c5 \ucd94\uc9c4\uc5d0 \ud798\uc785\uc5b4 5.92%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc790\ub3d9\ucc28, \uc778\ub354\uc2a4\ud2b8\ub9ac 4.0, \uc758\ub8cc \ubd84\uc57c\uc5d0\uc11c \uac15\uc810\uc744 \ubcf4\uc774\uba70, \ud560\ub85c\uac90 \ud504\ub9ac \ud50c\ub77c\uc2a4\ud2f1\uc5d0 \ub300\ud55c \uc694\uad6c\ub85c \uc778\ud574 \uce5c\ud658\uacbd \ud558\uc6b0\uc9d5\uc758 \uc870\uae30 \ucc44\ud0dd\uc774 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>IT \ucee4\ub125\ud130 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 TE Connectivity, Amphenol, Molex \ub4f1\uc774 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \uade0\ud615 \uc7a1\ud78c \uc9c0\ub9ac\uc801 \uc785\uc9c0\uc640 \uc804\ub7b5\uc801 \uc778\uc218\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uc9c0\uc704\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, Amphenol\uc740 CommScope\uc758 Outdoor Wireless Networks \uc778\uc218\ub97c \ud1b5\ud574 2025\ub144 \ub9e4\ucd9c\uc5d0 13\uc5b5 \ub2ec\ub7ec\ub97c \ucd94\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uacac \uae30\uc5c5\ub4e4\uc740 \ud2b9\uc815 \ubd84\uc57c\uc5d0 \uc9d1\uc911\ud558\uc5ec \ucc28\ubcc4\ud654\ub97c \uaf80\ud558\uace0 \uc788\uc73c\uba70, ZJK Industrial\uc740 GPU \uc11c\ubc84\uc6a9 \uc561\uccb4 \ub0c9\uac01 \ud035 \ucee4\ud50c\ub9c1\uc744, Sumitomo Electric Lightwave\ub294 \ud604\uc7a5 \uc811\ud569 \uac00\ub2a5 \uad11 \ucee4\ub125\ud130\ub85c \ud601\uc2e0\uc0c1\uc744 \uc218\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uac15\ub3c4\ub294 \uc2dc\uc2a4\ud15c \uc218\uc900\uc758 \ub178\ud558\uc6b0\ub97c \uc911\uc2ec\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uace0\uac1d\ub4e4\uc740 \ud38c\uc6e8\uc5b4, \uc5f4 \ubaa8\ub378, \uaddc\uc815 \uc900\uc218 \ud14c\uc2a4\ud2b8 \uacc4\ud68d\uc774 \ubb3c\ub9ac\uc801 \ucee4\ub125\ud130\uc640 \ud568\uaed8 \ubc88\ub4e4\ub85c \uc81c\uacf5\ub418\ub294 &#8216;\ud480 \uc2a4\ud0dd \uc194\ub8e8\uc158&#8217;\uc744 \uc694\uad6c\ud558\ub294 \ucd94\uc138\uc785\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 5\uc6d4: Amphenol\uc740 COMPUTEX TAIPEI\uc5d0\uc11c 56G-224G PAM4 AI \uc11c\ubc84\uc6a9 ExaMAX \ubc0f OverPass \uc778\ud130\ucee4\ub125\ud2b8\ub97c \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: ZJK Industrial\uc740 NVIDIA MGX \ud50c\ub7ab\ud3fc\uacfc \ud638\ud658\ub418\ub294 \uc561\uccb4 \ub0c9\uac01 \ud035 \ucee4\ub125\ud130\ub97c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: Sumitomo Electric Lightwave\uc758 Lynx-CustomFit \uc2a4\ud50c\ub77c\uc774\uc2a4 \uc628 \ucee4\ub125\ud130\uac00 2025\ub144 Lightwave+BTR \ud601\uc2e0 \ub9ac\ubdf0\uc5d0\uc11c 4.5\uc810\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: IBASE Technology\ub294 \uc0b0\uc5c5\uc6a9 AIoT\ub97c \uc704\ud55c \uacac\uace0\ud55c \uc5e3\uc9c0 AI \uc2dc\uc2a4\ud15c EC3100\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>IT \ucee4\ub125\ud130 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc8fc\uc694 \ub0b4\uc6a9 \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc11c\ubc84, \uc2a4\ud1a0\ub9ac\uc9c0, \uc2a4\uc704\uce58, \uae30\uc9c0\uad6d \ub4f1 IT \uc778\ud504\ub77c \ub0b4\uc5d0\uc11c \ub370\uc774\ud130, \uc2e0\ud638, \uc800\/\uc911\uc804\uc555 \uc804\ub825\uc744 \ub77c\uc6b0\ud305\ud558\ub294 \ubaa8\ub4e0 \uc2e0\uaddc \uc81c\uc870 \uc804\uae30-\uae30\uacc4 \uc778\ud130\ud398\uc774\uc2a4\ub97c \ud3ec\ud568\ud558\ub294 IT \ucee4\ub125\ud130 \uc2dc\uc7a5\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc774\ub294 \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc, \uc640\uc774\uc5b4-\ud22c-\ubcf4\ub4dc, \uace0\uc18d I\/O, RF \ubc0f \ub9c8\uc774\ud06c\ub85c \ucee4\ub125\ud130\ub97c \ud3ec\ud568\ud558\uba70, IT \uc7a5\ube44\uc6a9\uc73c\ub85c \ud55c\uc815\ub429\ub2c8\ub2e4. Mordor Intelligence\uc5d0 \ub530\ub974\uba74, IT \ucee4\ub125\ud130 \uc2dc\uc7a5\uc740 2026\ub144 81.4\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 105.8\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 25Gbps \uc774\uc0c1 \uace0\uc18d \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694 \uae09\uc99d<br \/>\n*   5G\/6G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \uac00\uc18d\ud654\uc5d0 \ub530\ub978 \uc544\uc2dc\uc544 \uc9c0\uc5ed RF \ubc0f VSFF \ucee4\ub125\ud130 \ucc44\ud0dd \uc99d\uac00<br \/>\n*   \uc790\ub3d9\ucc28\uc758 \uc874(Zonal) EE \uc544\ud0a4\ud14d\ucc98 \ub3c4\uc785\uc73c\ub85c \uc804\uae30\ucc28 \ub0b4 \uace0\uc18d \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \ucee4\ub125\ud130 \uc218\uc694 \uc99d\ub300<br \/>\n*   \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(Co-Packaged Optics)\uc758 \uc131\uc7a5\uc774 I\/O \ucee4\ub125\ud130 \ud601\uc2e0 \ucd09\uc9c4<br \/>\n*   \uc5e3\uc9c0 AI \ubc0f \uc0b0\uc5c5\uc6a9 IoT \ud655\uc0b0\uc5d0 \ub530\ub978 \uacf5\uc7a5 \uc790\ub3d9\ud654 \ubd84\uc57c(\ud2b9\ud788 EU)\uc758 \uacac\uace0\ud558\uace0 \ubc00\ubd09\ub41c \ucee4\ub125\ud130 \uc218\uc694 \uc99d\uac00<br \/>\n*   \ubbf8\uad6d CHIPS Act\uc5d0 \ud798\uc785\uc740 \uad6d\ub0b4 PCB \uc0dd\uc0b0 \uc99d\ub300\uac00 \ucee4\ub125\ud130 \uc218\uc694 \uacac\uc778<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n*   \uad6c\ub9ac \ubc0f \ud76c\uadc0 \uae08\uc18d \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c BOM(Bill of Materials) \ube44\uc6a9 \uc0c1\uc2b9<br \/>\n*   112Gbps PAM4 \uc774\uc0c1\uc5d0\uc11c\uc758 \uc5f4-\uae30\uacc4\uc801 \uc2e0\ub8b0\uc131 \ud55c\uacc4<br \/>\n*   \uc790\ub3d9\ucc28 PPAP(\uc0dd\uc0b0 \ubd80\ud488 \uc2b9\uc778 \ud504\ub85c\uc138\uc2a4) \uc8fc\uae30\uc758 \uc7a5\uae30\ud654\ub85c \uc778\ud55c \ucee4\ub125\ud130 \uc124\uacc4 \uc801\uc6a9 \uc9c0\uc5f0<br \/>\n*   \ud560\ub85c\uac90 \ud504\ub9ac \ud50c\ub77c\uc2a4\ud2f1\uc5d0 \ub300\ud55c \uaddc\uc81c \uac15\ud654(EU)\ub85c \uc778\ud55c \uc7ac\uc778\uc99d \ube44\uc6a9 \uc99d\uac00<\/p>\n<p>\uc8fc\uc694 \ub3d9\ud5a5 \ubc0f \uc138\ubd84\ud654:<br \/>\n*   \uc9c0\uc5ed\ubcc4 \uc218\uc694: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804\uc790\uc81c\ud488 \uc81c\uc870 \ubc0f 5G \uad6c\ucd95 \uac00\uc18d\ud654\uc5d0 \ud798\uc785\uc5b4 45.50%\uc758 \uc2dc\uc7a5 \ub9e4\ucd9c\uc744 \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc218\uc694\ub97c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \ucee4\ub125\ud130 \uc720\ud615\ubcc4 \uc131\uc7a5: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 \ub300\uc5ed\ud3ed \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 I\/O\/\uace0\uc18d \ubc31\ud50c\ub808\uc778 \ubc0f \ud50c\ub7ec\uadf8\ud615 \ucee4\ub125\ud130\uac00 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.55%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   5G\/6G \uc601\ud5a5: \uc911\ub300\uc5ed \uc2a4\ud399\ud2b8\ub7fc \uc0ac\uc6a9 \ud655\ub300\uc640 Massive-MIMO \ubb34\uc120 \uc124\uce58\ub85c \uc778\ud574 \uae30\uc9c0\uad6d \ubc0f \ud504\ub860\ud2b8\ud640 \uc7a5\ube44\uc758 \uace0\ubc00\ub3c4 RF \ubc0f VSFF \uc778\ud130\ud398\uc774\uc2a4 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \uc0b0\uc5c5 \ubcc0\ud654: \uc874 \uc544\ud0a4\ud14d\ucc98\ub294 \ubc30\uc120 \ubb34\uac8c \uac10\uc18c, \uc7ac\ub8cc\ube44 \uc808\uac10, \uc911\uc559 \uc9d1\uc911\uc2dd \ucef4\ud4e8\ud305 \uc9c0\uc6d0\uc744 \ud1b5\ud574 \uc804\uae30\ucc28 \ub0b4 \uace0\uc18d \ub370\uc774\ud130 \ubc0f \uc804\ub825 \uc804\uc1a1\uc744 \uc704\ud55c \uba40\ud2f0\ub808\uc778 \ubcf4\ub4dc-\ud22c-\ubcf4\ub4dc \ucee4\ub125\ud130\uc758 \ud544\uc694\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud658\uacbd \uaddc\uc81c: EU RoHS \ubc0f REACH \uc9c0\uce68\uc5d0 \ub530\ub77c \ud560\ub85c\uac90 \ud504\ub9ac \ud654\ud569\ubb3c \ucee4\ub125\ud130 \uc2dc\uc7a5\uc774 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.64% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860 \ubc0f \uacbd\uc7c1 \ud658\uacbd:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 1\ucc28(\uc81c\ud488 \uad00\ub9ac\uc790, EMS \uc870\ub2ec \ucc45\uc784\uc790, \ub370\uc774\ud130 \uc13c\ud130 \uc124\uacc4\uc790 \uc778\ud130\ubdf0) \ubc0f 2\ucc28(\uad6d\uc81c \ubb34\uc5ed \ub370\uc774\ud130, \uc0b0\uc5c5 \ud611\ud68c, \uae30\uc5c5 \uacf5\uc2dc \uc790\ub8cc) \uc870\uc0ac\ub97c \ud1b5\ud574 \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\uace0, \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \uacb0\ud569\ud55c \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21 \ubaa8\ub378\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uacbd\uc7c1\uc0ac\ub85c\ub294 3M, TE Connectivity, Molex, Amphenol, Samtec, Hirose Electric \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\n\uc804\ubc18\uc801\uc73c\ub85c IT \ucee4\ub125\ud130 \uc2dc\uc7a5\uc740 \uae30\uc220 \ubc1c\uc804\uacfc \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc758 \ub514\uc9c0\ud138 \uc804\ud658\uc5d0 \ud798\uc785\uc5b4 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \ud2b9\ud788 \uace0\uc18d, \uace0\ubc00\ub3c4, \uce5c\ud658\uacbd \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub450\ub4dc\ub7ec\uc9c8 \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-60037","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\/60037"}],"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=60037"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/60037\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=60037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=60037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=60037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}