{"id":60986,"date":"2026-02-27T12:44:02","date_gmt":"2026-02-27T12:44:02","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/gallium-arsenide-gaas-wafer-market-mordor\/"},"modified":"2026-09-18T09:23:40","modified_gmt":"2026-09-18T00:23:40","slug":"gallium-arsenide-gaas-wafer-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/gallium-arsenide-gaas-wafer-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uac08\ub968\ube44\uc18c GaAs \uc6e8\uc774\ud37c \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\/gallium-arsenide-gaas-wafer-market-1757422069053-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\/gallium-arsenide-gaas-wafer-market-size-image-1770818858136.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 \ud604\ud669<\/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 5G \uc778\ud504\ub77c \uad6c\ucd95\uc774 GaAs RF \uc218\uc694\ub97c \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.2 \uad11\uc804\uc790 \uc7a5\uce58(VCSEL, \ub808\uc774\uc800)\uc758 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uace0\uc8fc\ud30c \ub808\uc774\ub354\uc6a9 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc544\uc2dc\uc544 \uc5d0\ud53c\ud0dd\uc2dc \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300\ub85c \uacf5\uae09 \uc99d\uac00 \ubc0f \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.5 AR\/VR \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c \ub9c8\uc774\ud06c\ub85c LED \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc6d0\uaca9 \uc5d0\ud53c\ud0dd\uc2dc \uae30\ud310 \uc7ac\uc0ac\uc6a9\uc73c\ub85c \uc6e8\uc774\ud37c \ube44\uc6a9 \uc808\uac10<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 Si \ubc0f SiC \ub300\ube44 \ub192\uc740 \uc0dd\uc0b0 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uac08\ub968 \uacf5\uae09 \uc9d1\uc911 \ubc0f \uc218\ucd9c \ud1b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 RF\/\uc804\ub825 \ubd84\uc57c\uc5d0\uc11c GaN \ubc0f SiC\uc640\uc758 \uacbd\uc7c1<\/li>\n<li class=\"toc-level-3\">4.3.4 \ud658\uacbd \ubc0f \uc548\uc804 \uaddc\uc815 \uc900\uc218<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \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 \uad6c\ub9e4\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 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \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 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ubb34\uc120 \uc8fc\ud30c\uc218 \uc804\uc790 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.1.2 \uad11\ud559 \ubc0f IR LED<\/li>\n<li class=\"toc-level-3\">5.1.3 \uad11\uc804\uc9c0 \/ \ud0dc\uc591 \uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.1.4 \uad11\uc790 \ubc0f \uc774\ubbf8\uc9d5 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6e8\uc774\ud37c \uc9c1\uacbd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 2\uc778\uce58 (50mm)<\/li>\n<li class=\"toc-level-3\">5.2.2 3\uc778\uce58 (76mm)<\/li>\n<li class=\"toc-level-3\">5.2.3 4\uc778\uce58 (100mm)<\/li>\n<li class=\"toc-level-3\">5.2.4 6\uc778\uce58 (150mm)<\/li>\n<li class=\"toc-level-3\">5.2.5 8\uc778\uce58 (200mm) \uc774\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc131\uc7a5 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc561\uccb4 \ucea1\uc290\ud654\ub41c \ucd08\ud06c\ub784\uc2a4\ud0a4 (LEC)<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc218\uc9c1 \uacbd\uc0ac \uc751\uace0 (VGF)<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc218\ud3c9 \ube0c\ub9ac\uc9c0\ub9cc (HB)<\/li>\n<li class=\"toc-level-3\">5.3.4 \ubd84\uc790\uc120 \uc5d0\ud53c\ud0dd\uc2dc (MBE)<\/li>\n<li class=\"toc-level-3\">5.3.5 \uae08\uc18d \uc720\uae30 CVD (MOCVD)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc790\ub3d9\ucc28 (ADAS, EV)<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc0b0\uc5c5 \ubc0f \uc5d0\ub108\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc804\ub3c4\uc131 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubc18\uc808\uc5f0\uc131 GaAs<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubc18\ub3c4\uccb4\uc131 GaAs (n-\/p-\ud615)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.6.2 \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 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \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 AXT Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 China Crystal Technologies Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 Freiberger Compound Materials GmbH<\/li>\n<li class=\"toc-level-3\">6.4.4 Semiconductor Wafer Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Sumitomo Electric Industries, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Xiamen Powerway Advanced Material Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Wafer Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Vital Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 DOWA Electronics Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 American Elements, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 IQE plc<\/li>\n<li class=\"toc-level-3\">6.4.12 WIN Semiconductors Corp.<\/li>\n<li class=\"toc-level-3\">6.4.13 Advanced Wireless Semiconductor Co.<\/li>\n<li class=\"toc-level-3\">6.4.14 Visual Photonics Epitaxy Co., Ltd. (VPEC)<\/li>\n<li class=\"toc-level-3\">6.4.15 IntelliEPI, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Global Communication Semiconductors, LLC<\/li>\n<li class=\"toc-level-3\">6.4.17 Roditi Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Veeco Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Applied Materials, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 AIXTRON SE<\/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>\uac08\ub968\ube44\uc18c(GaAs) \uc6e8\uc774\ud37c \uc2dc\uc7a5 \ubd84\uc11d \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uac08\ub968\ube44\uc18c(GaAs) \uc6e8\uc774\ud37c \uc2dc\uc7a5 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. GaAs \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 2026\ub144 14.6\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 24.8\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 11.27%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>GaAs\ub294 \uace0\uc8fc\ud30c \ubb34\uc120 \ubaa8\ub4c8, \uad11\uc804\uc790 \ubc29\ucd9c\uae30, \uad6d\ubc29\uc6a9 \ub808\uc774\ub354 \uc7a5\uce58 \ub4f1 \uc2e4\ub9ac\ucf58\uc758 \uc131\ub2a5 \ud55c\uacc4\ub97c \ub6f0\uc5b4\ub118\ub294 \ubd84\uc57c\uc5d0\uc11c \uac15\ub825\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 5G \ub124\ud2b8\uc6cc\ud06c \uc778\ud504\ub77c \ud655\ucda9, \ub370\uc774\ud130 \uc13c\ud130\uc758 400G \ubc0f 800G \ud2b8\ub798\ud53d \ucc98\ub9ac\ub97c \uc704\ud55c VCSEL \uc5b4\ub808\uc774 \ucc44\ud0dd, \uc99d\uac15 \ud604\uc2e4(AR) \ud5e4\ub4dc\uc14b\uc6a9 \ub9c8\uc774\ud06c\ub85c LED \ud601\uc2e0 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   5G \uc778\ud504\ub77c \uad6c\ucd95\uc73c\ub85c \uc778\ud55c GaAs RF \uc218\uc694 \uc99d\uac00: 5G \ub9e4\ud06c\ub85c \ubc0f \uc2a4\ubab0 \uc140 \uc0ac\uc774\ud2b8 \ubc30\ud3ec\uc5d0\ub294 28GHz \uc774\uc0c1\uc5d0\uc11c \uc120\ud615 \ucd9c\ub825\uc744 \uc720\uc9c0\ud558\ub294 \uc804\ub825 \uc99d\ud3ed\uae30\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 LDMOS\uac00 \ud55c\uacc4\ub97c \ubcf4\uc774\ub294 \uc774 \uc601\uc5ed\uc5d0\uc11c GaAs \uc6e8\uc774\ud37c\ub294 \uc57d 8,500 cm\u00b2\/V\u00b7s\uc5d0 \ub2ec\ud558\ub294 \ub192\uc740 \uc804\uc790 \uc774\ub3d9\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \ud6a8\uc728\uc801\uc778 \ud504\ub7f0\ud2b8\uc5d4\ub4dc \ubaa8\ub4c8\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc774\ub294 2027\ub144\uae4c\uc9c0 4G \ud558\ub4dc\uc6e8\uc5b4 \uad50\uccb4 \uc8fc\uae30\ub97c \uc608\uce21 \uac00\ub2a5\ud55c \uc218\uc694\ub85c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uad11\uc804\uc790 \uc7a5\uce58(VCSEL, \ub808\uc774\uc800) \uc2dc\uc7a5\uc758 \uc131\uc7a5: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\ub294 \uc800\uc9c0\uc5f0 \ubc0f \uc800\uc804\ub825 \uc18c\ubaa8\ub97c \uc704\ud574 GaAs \uae30\ubc18 VCSEL \uc5b4\ub808\uc774\ub97c \ud65c\uc6a9\ud558\uc5ec 400G \ubc0f 800G \ud2b8\ub798\ud53d\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0\uc758 3D \uc13c\uc2f1 VCSEL \ubc0f \uc790\ub3d9\ucc28 LiDAR\uc6a9 GaAs \ub808\uc774\uc800 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc5d0\ud53c\ud0dd\uc2dc \uc7ac\uc131\uc7a5 \uae30\uc220 \ubc1c\uc804\uc740 \uc5f4 \ubc29\ucd9c\uc744 \uac1c\uc120\ud558\uc5ec \uc7a5\uce58 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uace0 \uc6e8\uc774\ud37c ASP\ub97c \uc720\uc9c0\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad6d\ubc29 \ubd84\uc57c\uc758 \uace0\uc8fc\ud30c \ub808\uc774\ub354 \ucc44\ud0dd: \uc804\ud22c\uae30 \ubc0f \ud574\uad70 \ub808\uc774\ub354\uc758 \ub2a5\ub3d9 \uc804\uc790 \uc2a4\uce94 \uc5b4\ub808\uc774(AESA)\ub294 \uadf9\ud55c \uc628\ub3c4\uc5d0\uc11c\ub3c4 \uc774\ub4dd\uc744 \uc720\uc9c0\ud558\ub294 \ubc29\uc0ac\uc120 \uacbd\ud654 GaAs MMIC\ub97c \uc218\ucc9c \uac1c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc815\ubd80\uc758 \uc7a5\uae30 \uc870\ub2ec \uc8fc\uae30\ub294 \uace0\uc21c\ub3c4 \ubc18\uc808\uc5f0 \uae30\ud310\uc5d0 \ub300\ud55c \uafb8\uc900\ud55c \uc218\uc694\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \uc5d0\ud53c\ud0dd\uc2dc \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300 \ubc0f ASP \ud558\ub77d: \ub300\ub9cc, \ud55c\uad6d, \uc911\uad6d \ubcf8\ud1a0\uc758 \ud339\ub4e4\uc740 \ub2e4\uc911 \ubc18\uc751\uae30 \ub77c\uc778\uc744 \ucd94\uac00\ud558\uc5ec \uc6e8\uc774\ud37c \ucc98\ub9ac\ub7c9\uc744 \ub298\ub9ac\uace0 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\ud53c\ud0dd\uc2dc, \uc5f0\ub9c8, \uacc4\uce21\uc744 \ud55c \uc9c0\ubd95 \uc544\ub798 \ud1b5\ud569\ud558\uc5ec \uc5bb\ub294 \ube44\uc6a9 \uc6b0\uc704\ub294 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP)\uc744 \ub0ae\ucdb0 \uc18c\ube44\uc790 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uc811\uadfc\uc131\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AR\/VR \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c\uc758 \ub9c8\uc774\ud06c\ub85c LED \ucc44\ud0dd: \uc99d\uac15 \ud604\uc2e4 \ubc0f \uac00\uc0c1 \ud604\uc2e4 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c \ub9c8\uc774\ud06c\ub85c LED\uc758 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uba74\uc11c GaAs \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6d0\uaca9 \uc5d0\ud53c\ud0dd\uc2dc\ub97c \ud1b5\ud55c \uae30\ud310 \uc7ac\ud65c\uc6a9: \uc6d0\uaca9 \uc5d0\ud53c\ud0dd\uc2dc\uc640 \uac19\uc740 \ud601\uc2e0\uc801\uc778 \uac1c\ub150\uc740 \uae30\ud310 \uc7ac\ud65c\uc6a9\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ubbf8\ub798 GaAs \uc18c\ube44 \uacbd\uc81c\uc5d0 \ubcc0\ud654\ub97c \uac00\uc838\uc62c \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc2e4\ub9ac\ucf58 \ubc0f SiC \ub300\ube44 \ub192\uc740 \uc0dd\uc0b0 \ube44\uc6a9: GaAs \uacb0\uc815 \uc131\uc7a5\uc740 \uac00\uc555 \ube44\uc18c \ubd84\uc704\uae30\uc640 \uc720\ub3c5 \uac00\uc2a4 \ucc98\ub9ac\uac00 \ud544\uc694\ud558\uc5ec \uc2e4\ub9ac\ucf58\ubcf4\ub2e4 \uc790\ubcf8 \uc9c0\ucd9c(CapEx) \ubc0f \uc6b4\uc601 \ube44\uc6a9(Opex)\uc774 \ub192\uc2b5\ub2c8\ub2e4. 4\uc778\uce58 \ubc0f 6\uc778\uce58\uc640 \uac19\uc740 \uc791\uc740 \uc6e8\uc774\ud37c \ud3ec\ub9f7\uc740 300mm \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\uc758 \ub2e4\uc774\ub2f9 \uacbd\uc81c\uc131\uc744 \ub530\ub77c\uc7a1\uae30 \uc5b4\ub824\uc6cc \uac00\uaca9\uc5d0 \ubbfc\uac10\ud55c \uc18c\ube44\uc790 \uae30\uae30\uc5d0\uc11c\uc758 GaAs \ucc44\ud0dd\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<br \/>\n*   \uac08\ub968 \uacf5\uae09\uc758 \uc9d1\uc911 \ubc0f \uc218\ucd9c \ud1b5\uc81c: \uc804 \uc138\uacc4 \uac08\ub968\uc758 \ub300\ubd80\ubd84\uc744 \uc911\uad6d\uc774 \uc815\uc81c\ud558\uace0 \uc788\uc73c\uba70, \uc0c8\ub85c\uc6b4 \uc218\ucd9c \ud5c8\uac00 \uaddc\uc815\uc740 \ud574\uc678 \ud339\uc758 \uc7ac\ub8cc \ub9ac\ub4dc \ud0c0\uc784\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\uccb4 \uacf5\uae09\uc6d0\uc740 \uc874\uc7ac\ud558\uc9c0\ub9cc \uc0c8\ub85c\uc6b4 \uc2b5\uc2dd \uc57c\uae08 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ud544\uc694\ud558\uc5ec \uc704\ud5d8 \uc644\ud654 \uae30\uac04\uc744 \uc5f0\uc7a5\ud558\uace0 \uc7ac\uace0\uc5d0 \uc555\ub825\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n*   GaN \ubc0f SiC\uc640\uc758 \uacbd\uc7c1 \uc2ec\ud654: RF \ubc0f \uc804\ub825 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd84\uc57c\uc5d0\uc11c \uc9c8\ud654\uac08\ub968(GaN) \ubc0f \ud0c4\ud654\uaddc\uc18c(SiC)\uc640 \uac19\uc740 \ub2e4\ub978 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4\uc640\uc758 \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud658\uacbd \ubc0f \uc548\uc804 \uaddc\uc81c \uc900\uc218: GaAs \uc0dd\uc0b0\uacfc \uad00\ub828\ub41c \ud658\uacbd \ubc0f \uc548\uc804 \uaddc\uc81c \uc900\uc218\ub294 \ud2b9\ud788 \uc120\uc9c4 \uc2dc\uc7a5\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: RF \uc804\uc790\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 43.65%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, 5G \uc778\ud504\ub77c \uc5c5\uadf8\ub808\uc774\ub4dc\uc758 \ud575\uc2ec \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uad11\uc790 \ubc0f \uc774\ubbf8\uc9d5 \uc7a5\uce58\ub294 VCSEL \uc0c1\ud638 \uc5f0\uacb0 \ubc0f AR\/VR \uad11\ud559 \uae30\uc220\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 13.25%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \uc9c1\uacbd\ubcc4: 4\uc778\uce58 \uae30\ud310\uc774 2025\ub144 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 35.85%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, 6\uc778\uce58 \ud3ec\ub9f7\uc774 \uc5f0\ud3c9\uade0 12.85%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70 \uc810\uc9c4\uc801\uc778 \uc218\uc694\ub97c \ud761\uc218\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \ub2e4\uc774 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uace0 \uace0\uc815 \ube44\uc6a9\uc744 \ubd84\uc0b0\uc2dc\ucf1c ASP\ub97c \ub0ae\ucd94\ub294 \ud6a8\uacfc\ub97c \uac00\uc838\uc635\ub2c8\ub2e4. 8\uc778\uce58 \uc6e8\uc774\ud37c\ub294 \uc544\uc9c1 \uc0c1\uc5c5\uc801 \ubc30\ud3ec\ub97c \uc704\ud55c \uacb0\ud568 \uac10\uc18c\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \uc131\uc7a5 \uae30\uc220\ubcc4: VGF(\uc218\uc9c1 \uadf8\ub77c\ub514\uc5b8\ud2b8 \ud504\ub9ac\uc988)\uac00 2025\ub144 \ub9e4\ucd9c\uc758 38.75%\ub97c \ucc28\uc9c0\ud558\uba70 \ucc98\ub9ac\ub7c9\uacfc \ub0ae\uc740 \uc804\uc704 \ubc00\ub3c4 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc591\uc790\uc810 \ubc29\ucd9c\uae30 \ubc0f \ud1b5\uc2e0 \ub808\uc774\uc800\uc5d0 \ud544\uc694\ud55c \uc6d0\uc790 \ub2e8\uc704\uc758 \uce35 \uc81c\uc5b4 \uae30\uc220\ub85c \uc778\ud574 MBE(\ubd84\uc790\uc120 \uc5d0\ud53c\ud0dd\uc2dc) \ucd9c\ud558\ub7c9\uc774 \uc5f0\uac04 13.1% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. MOCVD\ub294 LED \ubc0f \ub9c8\uc774\ud06c\ub85c LED \ubc31\ud50c\ub808\uc778\uc5d0\uc11c \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uc81c\uacf5\ud558\uba70, LEC\ub294 \uad6d\ubc29 \ub808\uc774\ub354\uc6a9 \ubc18\uc808\uc5f0 \uc7ac\ub8cc\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c\uac00 2025\ub144 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uc758 42.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \ub808\uc774\ub354 \ubc0f LiDAR \ubaa8\ub4c8\uc774 \uc2e4\ub9ac\ucf58\uc5d0\uc11c \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 12.05%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc18c\ube44\uc790 \uac00\uc804\uc740 \ud578\ub4dc\uc14b RF \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uba70, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad6d\ubc29 \ubd84\uc57c\ub294 \uae30\ud310 \uc21c\ub3c4\ub97c \uac00\uaca9\ubcf4\ub2e4 \uc911\uc694\uc2dc\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\ub3c4\uc131 \uc720\ud615\ubcc4: \ubc18\uc808\uc5f0 GaAs\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 53.15%\ub97c \uc720\uc9c0\ud558\uba70 \uace0\uc808\uc5f0 RF \uc7a5\uce58\uc5d0 \ud544\uc218\uc801\uc778 \uc5ed\ud560\uc744 \ud588\uc2b5\ub2c8\ub2e4. \ub3c4\ud551\ub41c n\ud615 \ubc0f p\ud615 \uc6e8\uc774\ud37c\ub294 \uad11\uc790 \ubc29\ucd9c\uae30 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uc5f0\uac04 11.95% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 GaAs \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 60.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 \uc5d0\ud53c\ud0dd\uc2dc \ub77c\uc778 \uc9d1\uc801, \uac15\ub825\ud55c \ud558\uccad \uae30\ubc18, \uc815\ubd80 \uc9c0\uc6d0 5G \uad6c\ucd95 \ub4f1\uc774 \uc131\uc7a5\uc758 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4. \ub610\ud55c \uc5f0\ud3c9\uade0 11.78%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uad6d\ubc29 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc CHIPS Act \uc778\uc13c\ud2f0\ube0c\ub294 \ub808\uc774\ub354 \ubc0f \uc704\uc131 \ud504\ub85c\uadf8\ub7a8\uc6a9 \ubc18\uc808\uc5f0 \uc7ac\ub8cc \uc0dd\uc0b0\uc744 \uc704\ud55c \uc0c8\ub85c\uc6b4 \uacb0\uc815 \uc131\uc7a5 \ubc18\uc751\uae30 \ubc0f \ud074\ub9b0\ub8f8\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec \uc7a5\uae30\uc801\uc778 \uad6d\ub0b4 \uacf5\uae09\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubd84\uc57c\uc5d0\uc11c \uac15\uc138\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ADAS \ub808\uc774\ub354 \ubc0f \uacf5\uc7a5 \uc13c\uc2f1\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 GaAs \uc804\ub825 \uc7a5\uce58\ub97c \uc870\ub2ec\ud558\uba70, \uc5c4\uaca9\ud55c \ud658\uacbd \uc9c0\uce68\uc740 \uc6e8\uc774\ud37c \uc7ac\ud65c\uc6a9\uc5d0 \ub300\ud55c \uc21c\ud658 \uacbd\uc81c \uc5f0\uad6c\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU\uc758 \uacf5\ub3d9 \uc790\uae08 \uc9c0\uc6d0\uc740 150mm \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uae30\ud310 \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uc9c0\uc6d0\ud558\uc5ec \uc544\uc2dc\uc544\uc640\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \uaca9\ucc28\ub97c \uc904\uc774\uace0\uc790 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>GaAs \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc218\uc9c1 \ud1b5\ud569\ub41c \uae30\uc5c5\ub4e4\uc774 \uacb0\uc815 \uc131\uc7a5, \uc5d0\ud53c\ud0dd\uc2dc, \uc7a5\uce58 \uc81c\uc870\ub97c \uc544\uc6b0\ub974\uba70 \ud488\uc9c8\uacfc \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc120\ub3c4\uc801\uc778 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub3c5\uc810\uc801\uc778 VGF \ubc0f MBE \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc804\uc704 \ubc00\ub3c4\ub97c \ub0ae\ucd94\uace0 RF \uc218\uc728\uc744 90% \uc774\uc0c1\uc73c\ub85c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1b5\uc2e0 \ubc0f \uad6d\ubc29 \ubd84\uc57c\uc758 \uc8fc\uc694 \uace0\uac1d\uacfc\uc758 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc740 \uc2e0\uaddc \uc9c4\uc785\uc790\uc5d0\uac8c \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc73c\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ub300\uad6c\uacbd \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300(\uc608: MACOM\uc758 3\uc5b5 4,500\ub9cc \ub2ec\ub7ec \ud22c\uc790)\uc640 \ubbf8\uad6d \uae30\uc5c5\uc758 \uacc4\uce21 \uc2a4\ud0c0\ud2b8\uc5c5 \uc778\uc218 \ub4f1\uc774 \ud65c\ubc1c\ud569\ub2c8\ub2e4. \uc6d0\uaca9 \uc5d0\ud53c\ud0dd\uc2dc IP\uc5d0 \uc911\uc810\uc744 \ub454 \uc2e0\ud765 \ud601\uc2e0 \uae30\uc5c5\ub4e4\uc740 \uc6e8\uc774\ud37c \uc7ac\ud65c\uc6a9 \uc8fc\uae30\ub97c \ud1b5\ud574 \uae30\ud310 \uc18c\uc720 \ube44\uc6a9\uc744 60% \uc808\uac10\ud560 \uc218 \uc788\ub294 \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 AXT Inc., Freiberger Compound Materials GmbH, Sumitomo Electric Industries, Ltd., Xiamen Powerway Advanced Material Co., Ltd., Applied Materials, Inc. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 1\uc6d4: MACOM\uc740 5G \ubc0f \uad6d\ubc29 \ubd80\ubb38\uc744 \uacf5\ub7b5\ud558\uae30 \uc704\ud574 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc5d0 3\uc5b5 4,500\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: III-V Epi\ub294 \uace0\ucd9c\ub825 \ub808\uc774\uc800 \ub2e4\uc774\uc624\ub4dc\uc758 \uad11\ud559 \uc190\uc2e4\uc744 \uc904\uc774\ub294 GaAs \uc7ac\uc131\uc7a5 \uae30\uc220 \ubc1c\uc804\uc744 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: Coherent\ub294 \uc601\uad6d GaAs \ud339\uc744 \uad6d\ubc29\ubd80\uc5d0 2,520\ub9cc \ub2ec\ub7ec\uc5d0 \ub9e4\uac01\ud558\uc5ec \uad70\uc0ac \ud504\ub85c\uadf8\ub7a8\uc6a9 \uad6d\ub0b4 \uacf5\uae09\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 10\uc6d4: MIT \uc5f0\uad6c\uc9c4\uc740 \uadf8\ub798\ud540 \ub9e4\uac1c \uc6d0\uaca9 \uc5d0\ud53c\ud0dd\uc2dc\ub97c \uc0ac\uc6a9\ud558\uc5ec 100% \uc6e8\uc774\ud37c \ubc15\ub9ac \ubc0f \ub2e4\uc911 GaAs \uc6e8\uc774\ud37c \uc7ac\ud65c\uc6a9 \uc8fc\uae30\ub97c \uc2dc\uc5f0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860\uc801\uc73c\ub85c, \uac08\ub968\ube44\uc18c \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 5G, \uad11\uc804\uc790, \uad6d\ubc29 \ubc0f \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uac15\ub825\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ud5a5\ud6c4 \uba87 \ub144\uac04 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uae30\uc220 \ubc1c\uc804\uacfc \uc9c0\uc5ed\ubcc4 \uc804\ub7b5\uc801 \ud22c\uc790\uac00 \uc2dc\uc7a5 \ud655\ub300\ub97c \ub354\uc6b1 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uac08\ub968\ube44\uc18c(GaAs) \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. GaAs \uc6e8\uc774\ud37c\ub294 \ucd08\uace0\uc8fc\ud30c(RF) \ubc0f \uace0\uc18d \uc804\uc790 \uc2a4\uc704\uce6d\uc5d0 \ud65c\uc6a9\ub418\ub294 III-V\uc871 \uc9c1\uc811 \ubc34\ub4dc\uac2d \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4\ub85c, \ub192\uc740 \uc804\uc790 \uc774\ub3d9\uc131, 250GHz \ucd08\uacfc \uc8fc\ud30c\uc218 \uc131\ub2a5, \ub0ae\uc740 \ub178\uc774\uc988, \ub113\uc740 \uc791\ub3d9 \uc628\ub3c4 \ubc94\uc704 \ub4f1\uc758 \ud2b9\uc131\uc744 \uac00\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd \uce21\uba74\uc5d0\uc11c, \uac08\ub968\ube44\uc18c \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc740 2026\ub144 \uae30\uc900 14\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub418\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 11.27%\ub97c \uae30\ub85d\ud558\uba70 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 5G \uc778\ud504\ub77c \uad6c\ucd95 \ud655\ub300\uac00 GaAs RF \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uba70, VCSEL \ubc0f \ub808\uc774\uc800 \ub4f1 \uad11\uc804\uc790 \uc7a5\uce58 \uc2dc\uc7a5\uc758 \uae09\uc99d, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc758 \uace0\uc8fc\ud30c \ub808\uc774\ub354 \ucc44\ud0dd\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc5d0\ud53c\ud0dd\uc2dc \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uac00\ub294 \uacf5\uae09\uc744 \ub298\ub9ac\uace0 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP)\uc744 \ub0ae\ucd94\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ub610\ud55c, AR\/VR \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \ub9c8\uc774\ud06c\ub85c LED \ucc44\ud0dd \uc99d\uac00 \ubc0f \uc6d0\uaca9 \uc5d0\ud53c\ud0dd\uc2dc(Remote-epitaxy)\ub97c \ud1b5\ud55c \uae30\ud310 \uc7ac\uc0ac\uc6a9 \uae30\uc220\uc740 \uc6e8\uc774\ud37c \ube44\uc6a9 \uc808\uac10\uc5d0 \uae30\uc5ec\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc2e4\ub9ac\ucf58(Si) \ubc0f \ud0c4\ud654\uaddc\uc18c(SiC) \ub300\ube44 \ub192\uc740 \uc0dd\uc0b0 \ube44\uc6a9, \uac08\ub968 \uacf5\uae09\uc758 \uc9d1\uc911\ud654 \ubc0f \uc218\ucd9c \ud1b5\uc81c(\ud2b9\ud788 \uc911\uad6d\uc758 \uac08\ub968 \ud1b5\uc81c\ub294 \ube44\uc911\uad6d \uc81c\uc870\uc0ac\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc744 \uc5f0\uc7a5\uc2dc\ucf1c \uc608\uce21 CAGR\uc5d0 -2.3%\uc758 \ubd80\uc815\uc801 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc74c), RF \ubc0f \uc804\ub825 \ubd84\uc57c\uc5d0\uc11c \uc9c8\ud654\uac08\ub968(GaN) \ubc0f SiC\uc640\uc758 \uacbd\uc7c1 \uc2ec\ud654, \uadf8\ub9ac\uace0 \ud658\uacbd \ubc0f \uc548\uc804 \uaddc\uc81c \uc900\uc218 \ubb38\uc81c\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\ub85c\ub294 5G \uc778\ud504\ub77c\uc6a9 RF \uc804\uc790\uac00 2025\ub144 \ub9e4\ucd9c\uc758 43.65%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uad11\ud559 \ubc0f IR LED, \ud0dc\uc591\uad11\/\ud0dc\uc591 \uc804\uc9c0, \uad11\uc790 \ubc0f \uc774\ubbf8\uc9d5 \uc7a5\uce58 \ub4f1\uc774 \uc8fc\uc694\ud569\ub2c8\ub2e4. \uc6e8\uc774\ud37c \uc9c1\uacbd\ubcc4\ub85c\ub294 6\uc778\uce58 \uae30\ud310\uc774 \ub354 \ub098\uc740 \ub2e4\uc774 \uacbd\uc81c\uc131\uc73c\ub85c \uc778\ud574 12.85%\uc758 CAGR\ub85c \uc778\uae30\ub97c \uc5bb\uace0 \uc788\uc73c\uba70, 8\uc778\uce58 \uc774\uc0c1 \uc6e8\uc774\ud37c\ub3c4 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\uc740 \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c, \uac00\uc804\uc81c\ud488, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc790\ub3d9\ucc28(ADAS, EV), \uc0b0\uc5c5 \ubc0f \uc5d0\ub108\uc9c0 \ubd84\uc57c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ubc00\uc9d1\ub41c \uc5d0\ud53c\ud0dd\uc2dc \uc0dd\uc0b0 \ub2a5\ub825\uacfc \uac15\ub825\ud55c 5G \ud22c\uc790\ub85c \uc778\ud574 60.10%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc801 \uce21\uba74\uc5d0\uc11c\ub294 \uc561\uccb4 \ubd09\uc785 \ucd08\ud06c\ub784\uc2a4\ud0a4(LEC), \uc218\uc9c1 \uacbd\uc0ac \uc751\uace0(VGF), \uc218\ud3c9 \ube0c\ub9ac\uc9c0\ub9cc(HB) \ub4f1\uc758 \uc131\uc7a5 \uae30\uc220 \uc678\uc5d0, \uc815\ubc00 \uc774\uc885 \uad6c\uc870\ub97c \uc704\ud55c \ubd84\uc790 \ube54 \uc5d0\ud53c\ud0dd\uc2dc(MBE) \ucc44\ud0dd\uc774 \uc5f0\uac04 13.1% \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc6e8\uc774\ud37c \uc7ac\uc0ac\uc6a9\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc6d0\uaca9 \uc5d0\ud53c\ud0dd\uc2dc \uae30\uc220\uc774 \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f AXT Inc., Sumitomo Electric Industries, IQE plc, WIN Semiconductors Corp. \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uac08\ub968\ube44\uc18c \uc6e8\uc774\ud37c \uc2dc\uc7a5\uc758 \ud604\uc7ac \ub3d9\ud5a5, \uc8fc\uc694 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \uc804\ubc18\uc758 \uc218\uc694, \uadf8\ub9ac\uace0 \uc0c8\ub86d\uac8c \ubd80\uc0c1\ud558\ub294 \ubbf8\ub798 \uae30\ud68c\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5\uc758 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uacfc \ud568\uaed8 \ub3c4\uc804 \uacfc\uc81c\ub97c \uc885\ud569\uc801\uc73c\ub85c 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