{"id":2862,"date":"2025-07-01T15:51:32","date_gmt":"2025-07-01T07:51:32","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2862"},"modified":"2025-07-01T15:58:58","modified_gmt":"2025-07-01T07:58:58","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91-jun-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/ko\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91-jun-2025\/","title":{"rendered":"\uc6d4\uac04 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ub274\uc2a4] 6\uc6d4 2025"},"content":{"rendered":"<h1><span style=\"font-size: 12pt; color: #000000;\"><strong>1.H20 \uc774\ud6c4 NVIDIA\uc758 \uc0c8\ub85c\uc6b4 \uc2a4\ud398\uc15c \uc5d0\ub514\uc158 GPU\uac00 \uacf5\uac1c\ub418\uace0 \ub2e8\uc77c GPU\uc758 \uac00\uaca9\uc774 $6,500\uae4c\uc9c0 \ub0ae\uc544\uc9d1\ub2c8\ub2e4.<\/strong><\/span><\/h1>\n<p><span style=\"color: #000000;\">\uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud574 \uc911\uad6d AI \uce69 \uc2dc\uc7a5\uc5d0\uc11c 95%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\ub358 \uc5d4\ube44\ub514\uc544\ub294 50%\ub85c \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc\uc758 \ud3ed\ub85c\uc5d0 \ub530\ub974\uba74 \ud669\uc740 \"\uac70\uc138 \ubc84\uc804\" GPU\ub97c \ud76c\uc0dd\ud560 \uac83\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc790\uad6c\ucc45\uc73c\ub85c \uc5d4\ube44\ub514\uc544\uac00 \uc2dc\uc7a5\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc744\uae4c\uc694, \uc544\ub2c8\uba74 \uace0\uac1d\uc744 \uad6d\ub0b4 \uc9c4\uc601\uc73c\ub85c \ub354 \ubc00\uc5b4\ub0bc \uc218 \uc788\uc744\uae4c\uc694?<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774\ub7ec\ud55c \uc0c1\ud669\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \ud669\uc740 \ube14\ub799\uc6f0 GPU\uc758 '\ub0a8\uc131\ud654\ub41c' \ubc84\uc804\uc744 \uace7 \uacf5\uac1c\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub450 \uc18c\uc2dd\ud1b5\uc5d0 \ub530\ub974\uba74 \uc774 GPU\ub294 \uc5d4\ube44\ub514\uc544\uc758 \ucd5c\uc2e0 \ube14\ub799\uc6f0 \uc544\ud0a4\ud14d\ucc98 AI \ud504\ub85c\uc138\uc11c\ub85c \uad6c\ub3d9\ub418\uba70, \uac00\uaca9\uc740 H20\uc758 $6,500~$8,000\ubcf4\ub2e4 \ud6e8\uc52c \ub0ae\uc740 $10,000~$12,000 \uc0ac\uc774\ub85c \ucc45\uc815\ub420 \uc608\uc815\uc774\uba70, \uc774\ub974\uba74 6\uc6d4\ubd80\ud130 \uc591\uc0b0\uc774 \uc2dc\uc791\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud22c\uc790\uc740\ud589 Jefferies\ub294 \uc0c8\ub85c\uc6b4 \uaddc\uc815\uc73c\ub85c \uc778\ud574 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc774 \ucd08\ub2f9 1.7~1.8TB\ub85c \uc81c\ud55c\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4. \uc774\uc5d0 \ube44\ud574 H20\uc740 \ucd08\ub2f9 \ucd5c\ub300 4TB\uc758 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub450 \uc18c\uc2dd\ud1b5\uc740 \uc774 \uce69\uc774 TSMC\uc758 \ucca8\ub2e8 CoWoS(\uce69 \uc628 \uc6e8\uc774\ud37c \uc628 \uc11c\ube0c\uc2a4\ud2b8\ub808\uc774\ud2b8) \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub367\ubd99\uc600\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud669\uc740 \uc774\ubc88 \uc8fc \uae30\uc790\ub4e4\uc5d0\uac8c \ubbf8\uad6d\uc774 2022\ub144 \uce69 \uc218\ucd9c \uc81c\ud55c\uc744 \uc2dc\uc791\ud55c \uc774\ud6c4 \uc911\uad6d \uc2dc\uc7a5\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uc758 \uc810\uc720\uc728\uc774 \ucd5c\uace0 95%\uc5d0\uc11c 50%\ub85c \uae09\ub77d\ud558\ub294 \ub4f1 \ud3ed\ud48d\uacfc\ub3c4 \uac19\uc558\ub2e4\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<h1><span style=\"font-size: 12pt; color: #000000;\"><strong>2. \uc0e4\uc624\ubbf8 \uadf8\ub8f9\uc758 \uc2e4\uc801\uc740 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/strong><\/span><\/h1>\n<p><span style=\"color: #000000;\">\uc0e4\uc624\ubbf8 \uadf8\ub8f9\uc740 \uc7ac\ubb34 \ubcf4\uace0\uc11c\ub97c \ubc1c\ud45c\ud588\uc73c\uba70, 2025\ub144 1\ubd84\uae30\uc5d0 \uadf8\ub8f9\uc758 \ub9e4\ucd9c\uacfc \uc774\uc775\uc774 \ub2e4\uc2dc \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. 2025\ub144 1\ubd84\uae30\uc5d0 \uc0e4\uc624\ubbf8 \uadf8\ub8f9\uc758 \ucd1d \ub9e4\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 47.41% \uc99d\uac00\ud55c 1,113\uc5b5 \uc704\uc548\uc73c\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc0ac\uc5c5 \ubd80\ubb38\ubcc4\ub85c \ubcf4\uba74, 2025\ub144 1\ubd84\uae30 \ud734\ub300\ud3f0 \u00d7 AIoT \ubd80\ubb38\uc758 \ub9e4\ucd9c\uc740 927\uc5b5 \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 22.81% \uc99d\uac00\ud588\uc73c\uba70, \uc2a4\ub9c8\ud2b8 \uc804\uae30 \uc790\ub3d9\ucc28 \ubc0f AI \ub4f1 \ud601\uc2e0 \uc0ac\uc5c5 \ubd80\ubb38\uc758 \ub9e4\ucd9c\uc740 186\uc5b5 \uc704\uc548\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ud574\ub2f9 \ubd84\uae30 \ub3d9\uc548 \uadf8\ub8f9\uc758 \uc870\uc815 \uc21c\uc774\uc775\uc740 107\uc5b5 \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 64.51% \uc99d\uac00\ud558\uc5ec \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025\ub144 1\ubd84\uae30\uc5d0 75,869\ub300\uc758 \uc0e4\uc624\ubbf8 SU7 \uc2dc\ub9ac\uc988 \uc2e0\ucc28\uac00 \uc778\ub3c4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc0dd\uc0b0 \ub2a5\ub825\ub3c4 \ud655\ub300\ud558\uc5ec \uc0e4\uc624\ubbf8 SU7 \uc2dc\ub9ac\uc988\uc758 \ub204\uc801 \uc778\ub3c4\ub7c9\uc740 25\ub9cc 8,000\ub300\ub97c \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. 2025\ub144 1\ubd84\uae30 \uc2a4\ub9c8\ud2b8 \uc804\uae30 \uc790\ub3d9\ucc28, AI \ub4f1 \ud601\uc2e0 \uc0ac\uc5c5 \ubd80\ubb38\uc758 \ucd1d \ub9e4\ucd9c\uc740 186\uc5b5 \uc704\uc548\uc73c\ub85c, \uc774 \uc911 \uc2a4\ub9c8\ud2b8 \uc804\uae30 \uc790\ub3d9\ucc28\uc5d0\uc11c 181\uc5b5 \uc704\uc548, \uae30\ud0c0 \uad00\ub828 \uc0ac\uc5c5\uc5d0\uc11c 50\uc5b5 \uc704\uc548\uc774 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubd84\uae30 \ub3d9\uc548 \uc2a4\ub9c8\ud2b8 \uc804\uae30 \uc790\ub3d9\ucc28 \ubc0f AI\uc640 \uac19\uc740 \ud601\uc2e0 \uc0ac\uc5c5 \ubd80\ubb38\uc758 \ucd1d \ub9c8\uc9c4\uc740 23.21\uc870 3,000\uc5b5 \uc704\uc548\uc774\uc5c8\uc2b5\ub2c8\ub2e4. 2025\ub144 1\ubd84\uae30 \uc2a4\ub9c8\ud2b8 \uc804\uae30\ucc28\uc640 AI \ub4f1 \ud601\uc2e0 \uc0ac\uc5c5 \ubd80\ubb38\uc758 \uc601\uc5c5 \uc190\uc2e4\uc740 0.5\uc5b5 \uc704\uc548\uc774\uc5c8\uc2b5\ub2c8\ub2e4. 2025\ub144 1\ubd84\uae30 \ud68c\uc0ac\uc758 R&amp;D \uc9c0\ucd9c\uc740 67\uc5b5 \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 30.11% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025\ub144 3\uc6d4 31\uc77c \uae30\uc900 \ud68c\uc0ac\uc758 R&amp;D \uc778\ub825 \uc218\ub294 21,731\uba85\uc73c\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 \uc804\uccb4 \uc9c1\uc6d0 \uc218\uc758 47.71%\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \ub610\ud55c, 2025\ub144 3\uc6d4 31\uc77c \uae30\uc900 \uc0e4\uc624\ubbf8 \uadf8\ub8f9\uc740 \uc804 \uc138\uacc4\uc5d0\uc11c 43,000\uac1c \uc774\uc0c1\uc758 \ud2b9\ud5c8\ub97c \ud68d\ub4dd\ud588\uc2b5\ub2c8\ub2e4. 2025\ub144 1\ubd84\uae30 \uc2a4\ub9c8\ud2b8 \uac00\uc804\uc758 \ub9e4\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 113.8% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uadf8\uc911 \uc5d0\uc5b4\ucee8 \uc81c\ud488 \ucd9c\ud558\ub7c9\uc740 110\ub9cc\ub300\ub97c \ub3cc\ud30c\ud574 \uc804\ub144 \ub300\ube44 65% \uc774\uc0c1, \ub0c9\uc7a5\uace0 \uc81c\ud488 \ucd9c\ud558\ub7c9\uc740 88\ub9cc\ub300\ub97c \ub3cc\ud30c\ud574 \uc804\ub144 \ub300\ube44 65% \uc774\uc0c1, \uc138\ud0c1\uae30 \uc81c\ud488 \ucd9c\ud558\ub7c9\uc740 74\ub9cc\ub300\ub97c \ub3cc\ud30c\ud574 \uc804\ub144 \ub300\ube44 100% \uc774\uc0c1 \uc131\uc7a5\ud588\uc73c\uba70 \uadf8\uc911 \uc138\ud0c1\uae30\uc640 \ub0c9\uc7a5\uace0\uc758 \ucd9c\ud558\ub7c9\uc740 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4.<\/span><\/p>\n<h1><span style=\"font-size: 12pt; color: #000000;\"><strong>3. \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc5d0 \ucca8\ub2e8 \uce69 \uacf5\uc7a5\uc744 \uac74\uc124\ud558\ub824\ub294 TSMC<\/strong><\/span><\/h1>\n<p><span style=\"color: #000000;\">\ucd5c\uadfc \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \uce74\ud0c0\ub974, \ucfe0\uc6e8\uc774\ud2b8 \ub4f1 \uac78\ud504\ub9cc \uad6d\uac00\ub4e4\uc740 \uc778\uacf5\uc9c0\ub2a5 \uc0b0\uc5c5\uc744 \ub300\uaddc\ubaa8\ub85c \uad6c\ucd95\ud558\uba74\uc11c \ucca8\ub2e8 \uce69\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\ub294 AI \uce69 \uc81c\uc870 \ubd84\uc57c\uc758 \ucca8\ub2e8 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud65c\uc6a9\ud558\uc5ec \uc774\ub7ec\ud55c \uc2dc\uc7a5 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 UAE\uc5d0 \uacf5\uc7a5\uc744 \uac74\uc124\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. UAE\ub294 \ucda9\ubd84\ud55c \ud1a0\uc9c0 \uc790\uc6d0, \ud48d\ubd80\ud55c \uc5d0\ub108\uc9c0 \uacf5\uae09, \uac15\ub825\ud55c \uc7ac\uc815 \uc9c0\uc6d0 \ub4f1 \uce69 \uacf5\uc7a5 \uac74\uc124\uc5d0 \uc720\ub9ac\ud55c \uc5ec\ub7ec \uac00\uc9c0 \uc774\uc810\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774 \ubb38\uc81c\uc5d0 \uc815\ud1b5\ud55c \uc0ac\ub78c\ub4e4\uc5d0 \ub530\ub974\uba74 TSMC\ub294 UAE\uc5d0 \ucca8\ub2e8 \uce69 \uc81c\uc870 \uae30\uc9c0\ub97c \uac74\uc124\ud560 \uac00\ub2a5\uc131\uc744 \ud3c9\uac00\ud558\uace0 \uc788\uc73c\uba70 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uad00\ub9ac\ub4e4\uacfc \uc774\uc5d0 \ub300\ud574 \ub17c\uc758\ud588\uc2b5\ub2c8\ub2e4. \uc911\ub3d9\uc5d0\uc11c \uc7a0\uc7ac\uc801\uc73c\ub85c \ub300\uaddc\ubaa8 \ud22c\uc790 \ud504\ub85c\uc81d\ud2b8\uc758 \uc131\uacf5 \uc5ec\ubd80\ub294 \ubbf8\uad6d \uc815\ubd80\uc758 \uc2b9\uc778\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<h1><span style=\"font-size: 12pt; color: #000000;\">4.<strong>\uc11c\uad6c IC \ud234 \uc81c\uc870\uc5c5\uccb4\uc758 \uacf5\uae09 \uc911\ub2e8\uc774 \uc911\uad6d\uc758 IC \uc124\uacc4\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/strong><\/span><\/h1>\n<p><span style=\"color: #000000;\">\ubbf8\uad6d\uacfc \uc11c\uad6c\uc758 3\ub300 IC \uc124\uacc4 \ud234 \ubca4\ub354(Synopsys, Cadence, Siemens EDA)\uac00 \uacf5\uae09\uc744 \uc911\ub2e8\ud558\uba74 \uc911\uad6d\uc758 IC \uc124\uacc4\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc5b4\ub824\uc6c0\uc5d0 \uc9c1\uba74\ud558\uac8c \ub429\ub2c8\ub2e4:<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uae30\uc220<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ucca8\ub2e8 \uacf5\uc815\uc5d0 \ub300\ud55c \uc81c\ud55c\uc801\uc778 R&amp;D: 3\ub300 \ub300\uae30\uc5c5\uc740 3nm \uc774\ud558 \ucca8\ub2e8 \uacf5\uc815\uc758 \uc124\uacc4 \ub3c4\uad6c\ub97c \ub3c5\uc810\ud558\uace0 \uc788\uc73c\uba70 \uad6d\ub0b4 EDA\uc5d0 \ub300\ud55c \ud558\uc774\uc5d4\ub4dc \uacf5\uc815 \uc9c0\uc6d0\uc5d0\ub294 \uc0c1\ub2f9\ud55c \uaca9\ucc28\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09 \uc911\ub2e8 \uc774\ud6c4 \uc911\uad6d \uae30\uc5c5\uc740 3nm \uc774\ud558 \uce69\uc5d0 \ud544\uc694\ud55c GAAFET \uad6c\uc870 \uc124\uacc4\uc640 \uac19\uc740 \ucca8\ub2e8 \uacf5\uc815 \uce69 \uc124\uacc4\uc758 \ud575\uc2ec \ub3c4\uad6c\uac00 \ubd80\uc871\ud558\uace0 R&amp;D \uc9c4\ud589\uc5d0 \uc2ec\uac01\ud55c \uc9c0\uc7a5\uc744 \ubc1b\uc544 AI \uce69 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uacfc \uac19\uc740 \uc8fc\uc694 \ubd84\uc57c\uc758 \ubc1c\uc804\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubb3c\ub9ac\uc801 \uac80\uc99d \ubc0f \uc2dc\ubbac\ub808\uc774\uc158 \ud14c\uc2a4\ud2b8\uc758 \uc5b4\ub824\uc6c0: \uad6d\ub0b4 \uae30\uc5c5\uc740 \ubb3c\ub9ac\uc801 \uac80\uc99d \ubc0f \uc2dc\ubbac\ub808\uc774\uc158 \ud14c\uc2a4\ud2b8\uc640 \uac19\uc740 \ud575\uc2ec \uae30\uc220\uc5d0\uc11c \ub4a4\uccd0\uc838 \uc788\uc73c\uba70 Synopsys\uc640 \uac19\uc740 \uad00\ub828 \ud234\uc774 \uc5c6\uc73c\uba74 7nm \uc774\ud558 \uce69\uc758 \ub808\uc774\uc544\uc6c3 \uc624\ub958\ub97c \ucc3e\uc544\ub0b4\uae30 \uc5b4\ub824\uc6cc \ucd5c\uc885 \uac80\uc99d\uc744 \ud1b5\uacfc\ud558\uae30 \uc5b4\ub835\uace0 TSMC, \uc0bc\uc131 \ub4f1 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc0ac\uc778\uc624\ud504 \uc694\uac74\uc744 \ucda9\uc871\ud558\uc9c0 \ubabb\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc124\uacc4 \ud6a8\uc728\uc131 \uc800\ud558: EDA \ub300\uae30\uc5c5 3\uc0ac\uc758 \ud234\uc740 \uce69 \uc124\uacc4\uc758 \uc804 \uacfc\uc815\uc744 \ud3ec\uad04\ud558\uba70, \uacf5\uae09\uc774 \uc911\ub2e8\ub41c \ud6c4 \uad6d\uc0b0 \ud234\ub85c \uad50\uccb4\ud558\uba74 \uc124\uacc4 \uac80\uc99d \uc2dc\uac04\uc774 \ud06c\uac8c \ub298\uc5b4\ub098\uace0 R&amp;D \uc8fc\uae30\uac00 30% \uc774\uc0c1 \uc5f0\uc7a5\ub418\uc5b4 \uc81c\ud488 \ucd9c\uc2dc \uc18d\ub3c4\uc640 \uae30\uc5c5 \uacbd\uc7c1\ub825\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc0dd\ud0dc\uc801 \ucc28\uc6d0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc0b0\uc5c5 \uccb4\uc778 \ud611\uc5c5\uc758 \ud30c\ud3b8\ud654: \ubbf8\uad6d 3\ub300 \uc81c\uc870\uc5c5\uccb4\uc758 \uae30\uc220 \uc0dd\ud0dc\uacc4\ub294 TSMC, \uc0bc\uc131 \ub4f1 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uacf5\uc815 \uc124\uacc4 \uc81c\ud488\uad70\uc5d0 \uae4a\uc774 \ubb36\uc5ec \uc788\uc5b4 \uad6d\ub0b4 \uae30\uc5c5\uacfc \uce69 \uc81c\uc870\uc5c5\uccb4 \uac04\uc758 \uc0b0\uc5c5 \uccb4\uc778 \ud611\uc5c5\uc774 \ub2e8\uc808\ub418\uace0, \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \uc124\uacc4 \ub3c4\uba74\uc744 \uc81c\ucd9c\ud558\uae30 \uc5b4\ub824\uc6cc \uc124\uacc4\uc5d0\uc11c \uc81c\uc870\uae4c\uc9c0 \uc5f0\uacb0\uc5d0 \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc9c0\uc801 \uc7ac\uc0b0\uad8c \ubc0f \ud45c\uc900\uc758 \uc801\uc751: \uc624\ub7ab\ub3d9\uc548 \uc911\uad6d \uae30\uc5c5\ub4e4\uc740 \uc678\uad6d\uc758 EDA \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \uc758\uc874\ud574 \uc654\uc73c\uba70, \uc124\uacc4 \ud45c\uc900\uacfc \uc9c0\uc801 \uc7ac\uc0b0\uad8c \ub77c\uc774\ube0c\ub7ec\ub9ac\uac00 \ud558\ub098\uc758 \uc2dc\uc2a4\ud15c\uc744 \ud615\uc131\ud574 \uc654\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc774 \uc911\ub2e8\ub41c \ud6c4\uc5d0\ub294 \uc124\uacc4 \ud504\ub85c\uc138\uc2a4\uc640 IP \ub77c\uc774\ube0c\ub7ec\ub9ac\ub97c \ub2e4\uc2dc \uc870\uc815\ud574\uc57c \ud558\ub294\ub370, \uc774\ub294 \ub192\uc740 \uc870\uc815 \ube44\uc6a9\uacfc \uc9c0\uc801 \uc7ac\uc0b0\uad8c \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud558\uace0 \uad6d\uc81c \ud30c\ud2b8\ub108\uc640\uc758 \ud611\uc5c5\uc5d0\ub3c4 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc7ac\ub2a5 \uc218\uc900<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uad00\ub828 \uc778\uc7ac \ubd80\uc871: \uc911\uad6d\uc758 EDA \uc0b0\uc5c5\uc740 30\ub9cc \uba85\uc5d0 \uc774\ub974\ub294 \uac83\uc73c\ub85c \ucd94\uc815\ub418\ub294 \ud070 \uc778\uc7ac \uaca9\ucc28\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09 \uc911\ub2e8\uc758 \uacbd\uc6b0 \uae30\uc5c5\uc740 \uae30\uc220 \ubb38\uc81c\uc640 \uc0dd\ud0dc \uc7ac\uac74\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc73c\uba70 \uad00\ub828 \uc778\uc7ac\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub354\uc6b1 \uc2dc\uae09\ud558\uba70 \uc778\uc7ac \ubd80\uc871\uc740 IC \uc124\uacc4 \uc0b0\uc5c5\uc758 \ubc1c\uc804\uc744 \ub354\uc6b1 \uc81c\ud55c \ud560 \uac83\uc785\ub2c8\ub2e4. \ub300\ud559\uacfc \uae30\uc5c5 \uac04\uc758 \uacf5\ub3d9 \uad50\uc721 \uba54\ucee4\ub2c8\uc998\uc740 \ub2e8\uae30\uac04\uc5d0 \uac1c\uc120\ud558\uae30 \uc5b4\ub835\uace0 \uc778\uc7ac \uc218\uc694\ub97c \uc2e0\uc18d\ud558\uac8c \ucda9\uc871\uc2dc\ud0a4\ub294 \uac83\uc740 \ubd88\uac00\ub2a5\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uadf8\ub7ec\ub098 \ucd5c\uadfc \uba87 \ub144 \ub3d9\uc548 \uc911\uad6d\uc758 EDA \uae30\uc5c5\ub4e4\uc740 \uc815\ucc45\uc801 \uc9c0\uc6d0\uc744 \ud1b5\ud574 \uc77c\uc815\ud55c \ub3cc\ud30c\uad6c\ub97c \ub9c8\ub828\ud558\uace0 \uae30\uc220 \uc5f0\uad6c\uc640 \uc2dc\uc7a5 \ud655\ub300\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uae30\uc801\uc73c\ub85c \uacf5\uae09 \uc911\ub2e8 \uc704\uae30\ub294 \uc911\uad6d \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ub3c5\ub9bd\uc801\uc774\uace0 \ud1b5\uc81c \uac00\ub2a5\ud55c \ubc1c\uc804\uc744 \ucd09\uc9c4\ud558\ub294 \uae30\ud68c\uac00 \ub420 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<h1><span style=\"font-size: 12pt; color: #000000;\"><strong>5.\ub2db\ucf00\uc774: 2026\ub144 \uc911\uad6d \uad6d\ub0b4 \uc0dd\uc0b0 \uce69 \ubaa8\ub378 100% \uc591\uc0b0 \uc608\uc815<\/strong><\/span><\/h1>\n<p><span style=\"color: #000000;\">100%\uc758 \ud604\uc9c0\ud654 \uc5ed\ub7c9\uc744 \uac16\ucd94\ub354\ub77c\ub3c4 \uc62c\ubc14\ub978 \uae38\uc778 \uae00\ub85c\ubc8c\ud654\ub97c \ud3ec\uae30\ud560 \uc218\ub294 \uc5c6\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\"\uc911\uad6d\uc740 \uc131\uc219\ud55c \ub178\ub4dc \uae30\uc220\uc758 \uc6a9\ub7c9\uc744 \ud655\uc7a5\ud558\ub294 \ub370 \ub9e4\uc6b0 \uae0d\uc815\uc801\uc778 \uc785\uc7a5\uc744 \ucde8\ud574 \uc654\uc73c\uba70, \uc774\ub294 \uce69 \uc2dc\uc7a5\uc758 \uc77c\ubd80 \ubd80\ubb38\uc5d0 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\" \ud14c\ud06c\uc778\uc0ac\uc774\ud2b8\uc758 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ube0c\ub77c\uc774\uc5b8 \ub9c8\ud0c0\uc2a4\ub294 \uc778\ud130\ubdf0\uc5d0\uc11c \"\ud2b9\ud788 \uc544\ub0a0\ub85c\uadf8 \uce69 \uc2dc\uc7a5\uacfc \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec(MCU) \uc2dc\uc7a5\uc758 \ub300\ubd80\ubd84 \ubd84\uc57c\ub294 \ucd5c\uadfc \uba87 \ub144\uac04 \uc131\uc7a5\uc774 \ub354\ub3a0\ub294\ub370, \uc774\ub294 \uc774\ub4e4 \uc81c\ud488\uc774 \uc131\uc219\ud55c \uacf5\uc815 \ub178\ub4dc\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uace0 \uc911\uad6d\uc758 \ud655\uc7a5\uc774 \uac00\uaca9\uc744 \ub0ae\ucdc4\uae30 \ub54c\ubb38\"\uc774\ub77c\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub2db\ucf00\uc774 \uc544\uc2dc\uc544\uc5d0 \ub530\ub974\uba74 \uc911\uad6d \uc790\ub3d9\ucc28 \uc5c5\uacc4\ub294 \uce69 \uc790\uc728\ud654 \uc804\ub7b5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, SAIC, \uc7a5\uc548\uc790\ub3d9\ucc28, \ub9cc\ub9ac\uc7a5\uc131\uc790\ub3d9\ucc28, BYD, \ub9ac\uc790\ub3d9\ucc28, \uc9c0\ub9ac\uc790\ub3d9\ucc28 \ub4f1 \uc8fc\uc694 \uc790\ub3d9\ucc28 \ud68c\uc0ac\ub4e4\uc774 '\uad6d\uc0b0 \uce69' \ubaa8\ub378\uc758 \uc591\uc0b0 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc73c\uba70, \uc774 \uc911 \ucd5c\uc18c 2\uac1c\uc0ac\ub294 2026\ub144\uc5d0 \uc870\ub9bd \ub77c\uc778\uc5d0\uc11c \uccab \uc591\uc0b0 \ubaa8\ub378\uc744 \ub0b4\ub193\uc744 \uc608\uc815\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc2dc\ub098 \ud30c\uc774\ub0b8\uc2a4\uc5d0 \ub530\ub974\uba74, \ucd5c\uadfc \uc815\ucc45 \ubaa9\ud45c\ub294 2027\ub144\uae4c\uc9c0 \uc790\ub3d9\ucc28 \uce69\uc758 \ub3c5\uc790\uc801\uc778 \uc5f0\uad6c \uac1c\ubc1c \ubc0f \uc81c\uc870\ub97c 100% \ub2ec\uc131\ud558\ub294 \uac83\uc73c\ub85c, \uc774\ub294 \uc5f0\ucd08\uc5d0 \uc124\uc815\ud55c \uad6d\ub0b4 \uce69 \ucc44\ud0dd\ub960 \ubaa9\ud45c\uc778 25%\ubcf4\ub2e4 \ud6e8\uc52c \ube60\ub978 \uc18d\ub3c4\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc790\ub3d9\ucc28 \uce69\uc758 \uc790\uae09\ub960\uc744 \uc5b4\ub5bb\uac8c \uacc4\uc0b0\ud560\uc9c0\ub294 \uba85\ud655\ud558\uc9c0 \uc54a\uc9c0\ub9cc \ucc28\ub7c9\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ucd1d \uce69 \uc218\ub97c \uae30\uc900\uc73c\ub85c \uacc4\uc0b0\ud55c\ub2e4\ub294 \uc758\uacac\ub3c4 \uc788\uace0, \ud604\uc9c0\uc5d0\uc11c \uac1c\ubc1c\ud558\uac70\ub098 \uc81c\uc870\ud558\ub294 \uce69 \uc218\ub97c \uae30\uc900\uc73c\ub85c \uacc4\uc0b0\ud55c\ub2e4\ub294 \uc758\uacac\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, GAC \uadf8\ub8f9\uc740 2030\ub144\uae4c\uc9c0 \ubaa8\ub4e0 \ubaa8\ub378\uc5d0 80% \uc774\uc0c1\uc758 \uad6d\uc0b0 \uce69 \uc801\uc6a9\ub960\uc744 \ub2ec\uc131\ud560 \uacc4\ud68d\uc774\uba70, \uc790\uccb4 \uac1c\ubc1c\ud55c 12\uac1c\uc758 \uce69\uc774 7nm \uc790\uc728\uc8fc\ud589 \uce69, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \ud30c\uc6cc \ubaa8\ub4c8 \ub4f1 \uc8fc\uc694 \ubd84\uc57c\ub97c \uc544\uc6b0\ub974\ub294 AEC-Q100 \uc790\ub3d9\ucc28 \uc778\uc99d\uc744 \ud1b5\uacfc\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc608\ub97c \ub4e4\uc5b4, \uc911\uad6d FAW\ub294 \uc628\ubcf4\ub4dc \ucef4\ud4e8\ud305, \uc81c\uc5b4 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uc804\uccb4 \uccb4\uc778\uc744 \ud3ec\uad04\ud558\ub294 \ub274 \uc720\ub2c8\uadf8\ub8f9 \uadf8\ub8f9\uacfc \uc804\ub7b5\uc801 \ud611\ub825\uc744 \uccb4\uacb0\ud558\uace0 THA6 \uc2dc\ub9ac\uc988 \uc790\ub3d9\ucc28 \ub4f1\uae09 MCU\ub97c \ub300\ub7c9 \uc0dd\uc0b0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">GAC \uadf8\ub8f9\uc740 \uc804\ub825 \uc7a5\uce58 \ubc0f \uc13c\uc11c\uc758 \uad6d\uc0b0\ud654\ub97c \ucd09\uc9c4\ud558\uae30 \uc704\ud574 20\uac1c \uc774\uc0c1\uc758 \uad6d\ub0b4 \uacf5\uae09\uc5c5\uccb4\uc640 '\ud654\uc774\ud2b8\ub9ac\uc2a4\ud2b8'\ub97c \uad6c\ucd95\ud588\uc73c\uba70, SMIC, \uce94\uc138\ubbf8 \ud14c\ud06c\ub180\ub85c\uc9c0 \ub4f1 \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac\uc640 \uae34\ubc00\ud788 \ud611\ub825\ud558\uc5ec \uc804\uccb4 \uc790\ub3d9\ucc28 \uce69 \uacf5\uae09\ub9dd\uc744 \ud3c9\uac00\ud558\uace0 \uad6d\uc0b0 \ub300\uccb4 \uce69 \uac80\uc99d\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2020\ub144 10\uc6d4, Leapmotor\ub294 28nm \uacf5\uc815\uc744 \uc0ac\uc6a9\ud558\uace0 \ucd5c\ub300 \ucef4\ud4e8\ud305 \uc131\ub2a5\uc774 4.2TOPS\uc778 Lingxin 01 \uc9c0\ub2a5\ud615 \uc8fc\ud589 \uce69\uc744 \ucd9c\uc2dc\ud588\uc73c\uba70, \uc774 \uce69\uc740 Leapmotor C11\uc5d0 \ucd5c\ucd08\ub85c \ud0d1\uc7ac\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2023\ub144 3\uc6d4, \uc9c0\ub9ac\uc790\ub3d9\ucc28\uc758 \uc2e4\ub9ac\ucf58 \uc5d4\uc9c4 \uae30\uc220\uc774 \uac1c\ubc1c\ud55c 7nm \uc9c0\ub2a5\ud615 \ucf55\ud54f \uce69 \ub871\uc789 1\ud638\uac00 \uc870\ub9bd \ub77c\uc778\uc5d0\uc11c \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \ub4e4\uc5b4\uac14\uace0, \uac19\uc740 \ud574 9\uc6d4\uc5d0\ub294 \ub9b0\ud06c\uc564\ucf54 08\uc5d0 \ucc98\uc74c \ud0d1\uc7ac\ub41c \ud6c4 \uc5ec\ub7ec \ube0c\ub79c\ub4dc \ubaa8\ub378\uc5d0 \ud0d1\uc7ac\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2024\ub144 10\uc6d4\uc5d0\ub294 7nm \uacf5\uc815\uacfc 512TOPS \ucef4\ud4e8\ud305 \uc131\ub2a5\uc744 \uac16\ucd98 \uc9c0\ub2a5\ud615 \uc8fc\ud589 \uce69\uc778 \uc2f1\uccb8 1\ud638(Xingchen No. 1)\uac00 \ucd9c\uc2dc\ub418\uc5b4 \uc62c\ud574 \uc591\uc0b0\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024\ub144 11\uc6d4, BYD\uac00 \ub9de\ucda4 \uc81c\uc791\ud55c 4nm \uacf5\uc815 \uc9c0\ub2a5\ud615 \ucf55\ud54f \uce69\uacfc \ubbf8\ub514\uc5b4\ud14d BYD9000\uc774 \ub808\uc624\ud30c\ub4dc \ub808\uc624\ud30c\ub4dc 8\uacfc \ud568\uaed8 \ucd9c\uc2dc\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2023\ub144 \ub9d0, NIO\uac00 \ucd5c\ucd08\ub85c \uc790\uccb4 \uac1c\ubc1c\ud55c \uc9c0\ub2a5\ud615 \uc8fc\ud589 \uce69\uc778 \uc174\uc9c0 NX9031\uc740 5nm\ub97c \uae30\ubc18\uc73c\ub85c \ud558\uba70 1000TOPS \uc774\uc0c1\uc758 \uc5f0\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd94\uace0 \uc788\uc73c\uba70, 2024\ub144 7\uc6d4\uc5d0 \uc131\uacf5\uc801\uc73c\ub85c \ud14c\uc774\ud504 \uc544\uc6c3\ub418\uc5b4 \uc62c\ud574 4\uc6d4\ubd80\ud130 NIO ET9\uacfc \ud568\uaed8 \uacf5\uae09\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub610\ud55c Xpeng \uc790\ub3d9\ucc28\ub294 \uc778\uacf5\uc9c0\ub2a5\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 '\ud29c\ub9c1 \uce69'\uc744 \uc124\uacc4\ud588\uc73c\uba70, \ucd5c\ub300 \ucef4\ud4e8\ud305 \uc131\ub2a5\uc774 700TOPS\ub85c \ubbf8\uad6d \uce69 \ub300\uae30\uc5c5 \uc5d4\ube44\ub514\uc544\uc758 \uc81c\ud488\ubcf4\ub2e4 \uc6b0\uc218\ud558\uba70 \ucc28\uc138\ub300 \uc2a4\ub9c8\ud2b8 \uc790\ub3d9\ucc28\ub97c \uad6c\ub3d9\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5b4 Xpeng G7\uc5d0 \uc6b0\uc120 \uc801\uc6a9\ub420 \uac83\uc774\ub77c\uace0 \uc804\ud588\ub2e4. 2023\ub144 7\uc6d4, \ud3ed\uc2a4\ubc14\uac90\uc740 4.991\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ub4e4\uc5ec Xpeng\uc758 \uc9c0\ubd84 4.991%\ub97c \uc778\uc218\ud588\uc73c\uba70, \uc591\uc0ac\ub294 \uc804\ub7b5\uc801 \uc81c\ud734\ub97c \ub9fa\uace0 \uc911\uad6d \uc2dc\uc7a5\uc6a9 \uc804\uae30\ucc28\ub97c \uacf5\ub3d9 \uac1c\ubc1c\ud558\ub294 \ud55c\ud3b8, Xpeng\uc774 \uc790\uccb4 \uac1c\ubc1c\ud55c \ud29c\ub9c1 \uce69\uc744 \uad6c\ub9e4\ud560 \uc900\ube44\ub97c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud604\uc9c0\ud654 \ud504\ub85c\uc138\uc2a4\uc758 \uac00\uc18d\ud654\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud558\uc774\uc5d4\ub4dc \uce69 \ubd84\uc57c\uc5d0\ub294 \uc5ec\uc804\ud788 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \uc911\uad6d \uc790\ub3d9\ucc28 \uce69\uc758 \uad6d\uc0b0\ud654\uc728\uc740 10% \ubbf8\ub9cc\uc774\uba70, \ud2b9\ud788 \uc790\uc728\uc8fc\ud589 \uce69 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc5d4\ube44\ub514\uc544\uc640 \ud004\ucef4\uc774 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, NIO\ub294 \uc790\uccb4 \uac1c\ubc1c\ud55c 5nm \uc9c0\ub2a5\ud615 \uc8fc\ud589 \uce69 '\uc174\uc9c0 NX9031'\uc774 \uc131\uacf5\uc801\uc73c\ub85c \ud14c\uc774\ud504 \uc544\uc6c3\ub418\uc5c8\ub2e4\uace0 \ubc1c\ud45c\ud588\uc9c0\ub9cc \ub300\ub7c9 \uc0dd\uc0b0 \ubc0f \uc7a5\ucc29\uc5d0\ub294 \uc5ec\uc804\ud788 \uc2dc\uac04\uc774 \uac78\ub9b4 \uac83\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub610\ud55c, \uc790\ub3d9\ucc28 \uce69\uc758 R&amp;D\ubd80\ud130 \uc778\uc99d\uae4c\uc9c0\uc758 \uacfc\uc815\uc740 \ubcf5\uc7a1\ud558\uace0 \uae38\uc5b4 \ucd5c\ub300 5\ub144\uc774 \uac78\ub9ac\uc9c0\ub9cc, \uc911\uad6d \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc911\uc694\ud558\uc9c0 \uc54a\uc740 \uae30\ub2a5\uc5d0\ub294 \uc18c\ube44\uc790 \ub4f1\uae09\uc758 \uae30\uc131 \uce69\uc744 \uc0ac\uc6a9\ud558\ub294 \ubcf4\ub2e4 \uc720\uc5f0\ud55c \uc804\ub7b5\uc744 \ucc44\ud0dd\ud558\uc5ec \ud14c\uc2a4\ud2b8 \ubc0f \uc778\uc99d \uc2dc\uac04\uc744 6~9\uac1c\uc6d4\ub85c \ub2e8\ucd95\ud568\uc73c\ub85c\uc368 \uad6d\uc0b0 \uce69\uc758 \uc0ac\uc6a9\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uadf8\ub7ec\ub098 \uc5c5\uacc4 \uc804\ubb38\uac00\ub4e4\uc740 \ucc28\ub7c9\uc6a9 \uce69\uc740 -40\u00b0C~155\u00b0C\uc758 \uadf9\ud55c \uc628\ub3c4\uc640 \uc2b5\ub3c4, \uc804\uc790\ud30c \uac04\uc12d \ubc29\uc9c0 \ub4f1 \uc5c4\uaca9\ud55c \uae30\uc900\uc744 \ucda9\uc871\ud574\uc57c \ud558\uba70, \uc18c\ube44\uc790\uc6a9 \uce69\uc5d0 \ube44\ud574 \uae30\uc220 \uc7a5\ubcbd\uc774 \ud6e8\uc52c \ub192\ub2e4\uace0 \uc9c0\uc801\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c ARM \uc544\ud0a4\ud14d\ucc98 \ub77c\uc774\uc120\uc2a4 \ubc0f EDA \ud234\uacfc \uac19\uc740 \uae30\ubc18 \uae30\uc220\uc740 \uc5ec\uc804\ud788 \ud574\uc678\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc73c\uba70 \uad6d\ub0b4 \uce69\uc740 \uc0dd\ud0dc\uc801 \ud638\ud658\uc131\uc5d0\uc11c \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\"\uc911\uad6d\uc740 \uc131\uc219\ud55c \ub178\ub4dc \uae30\uc220\uc758 \uc6a9\ub7c9\uc744 \ud655\uc7a5\ud558\ub294 \ub370 \ub9e4\uc6b0 \uae0d\uc815\uc801\uc778 \uc785\uc7a5\uc744 \ucde8\ud574 \uc654\uc73c\uba70, \uc774\ub294 \uce69 \uc2dc\uc7a5\uc758 \uc77c\ubd80 \ubd80\ubb38\uc5d0 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\" \ud14c\ud06c\uc778\uc0ac\uc774\ud2b8\uc758 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ube0c\ub77c\uc774\uc5b8 \ub9c8\ud0c0\uc2a4\ub294 \uc778\ud130\ubdf0\uc5d0\uc11c \"\ud2b9\ud788 \uc544\ub0a0\ub85c\uadf8 \uce69 \uc2dc\uc7a5\uacfc \ub9c8\uc774\ud06c\ub85c\ucee8\ud2b8\ub864\ub7ec(MCU) \uc2dc\uc7a5\uc758 \ub300\ubd80\ubd84 \ubd84\uc57c\ub294 \ucd5c\uadfc \uba87 \ub144\uac04 \uc131\uc7a5\uc774 \ub354\ub3a0\ub294\ub370, \uc774\ub294 \uc774\ub4e4 \uc81c\ud488\uc774 \uc131\uc219\ud55c \uacf5\uc815 \ub178\ub4dc\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uace0 \uc911\uad6d\uc758 \ud655\uc7a5\uc774 \uac00\uaca9\uc744 \ub0ae\ucdc4\uae30 \ub54c\ubb38\"\uc774\ub77c\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc911\uad6d \uc2b9\uc6a9\ucc28 \ud611\ud68c\uc758 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc911\uad6d\uc758 \uc2e0\uc5d0\ub108\uc9c0 \uc790\ub3d9\ucc28 \uc18c\ub9e4 \ubcf4\uae09\ub960\uc740 2024\ub144\uc5d0 51.1%\uc5d0 \ub2ec\ud560 \uac83\uc774\uc9c0\ub9cc \uc790\uc804\uac70 \uce69\uc758 \uad6d\uc0b0\ud654\uc728\uc740 15% \ubbf8\ub9cc\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4. GAC \uc5f0\uad6c\uc18c\uc758 \uc0ac\uc7a5\uc740 \uc790\uccb4 \uac1c\ubc1c\ud55c \uce69\uc758 \uac00\uaca9\uc774 \uc218\uc785 \uc81c\ud488\ubcf4\ub2e4 40% \ub0ae\uc9c0\ub9cc 2025\ub144\uc5d0 \ub300\uaddc\ubaa8\ub85c \uc7a5\ucc29\ud574\uc57c \ube44\uc6a9 \uc6b0\uc704\ub97c \ud615\uc131\ud560 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uae00\ub85c\ubc8c \ub300\uae30\uc5c5\ub4e4\ub3c4 \ud604\uc9c0\ud654 \ub808\uc774\uc544\uc6c3\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8, NXP \ub4f1\uc740 \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac\uc640 \ud611\ub825\ud558\uc5ec \uc911\uad6d \ub0b4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \ub514\ubc14\uc774\uc2a4\uc758 \uc5f0\uad6c \ubc0f \uac1c\ubc1c\uc5d0 \uc9d1\uc911\ud558\uae30 \uc704\ud574 Geely\uc758 \uc790\ud68c\uc0ac\uc640 \ud569\uc791\ud68c\uc0ac\ub97c \uc124\ub9bd\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc758 CEO\uc778 \uc870\ud5e8 \ud558\ub124\ubca1\uc740 \ub2db\ucf00\uc774 \uc544\uc2dc\uc544\uc640\uc758 \uc778\ud130\ubdf0\uc5d0\uc11c \uc911\uad6d \uace0\uac1d\ub4e4\uc774 \uc911\uad6d \uc2dc\uc7a5\uc758 \uc694\uad6c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uce69 \uc0dd\uc0b0\uc744 \ud604\uc9c0\ud654\ud574 \ub2ec\ub77c\uace0 \uc694\uccad\ud558\uace0 \uc788\ub2e4\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud14c\ud06c\uc778\uc0ac\uc774\ud2b8\ub294 2025\ub144\uae4c\uc9c0 \uc911\uad6d \ud604\uc9c0\uc5d0\uc11c \uc0dd\uc0b0\ub418\ub294 \uc9d1\uc801 \ud68c\ub85c\uac00 \uad6d\ub0b4 \uc218\uc694 \uc57d 17.5% \uc911 \uc57d $185\uc5b5 \uac1c\ub9cc \ucda9\uc871\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uad6d\uc81c\ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c(SEMI)\uc5d0 \ub530\ub974\uba74 \uc911\uad6d\uc758 \uc131\uc219 \uacf5\uc815 \uce69(\uc989, 14nm \uc774\uc0c1) \uc0dd\uc0b0 \ub2a5\ub825\uc740 2023\ub144 31%\uc5d0\uc11c 2027\ub144 \uc57d 40%\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>1.H20 \uc774\ud6c4 NVIDIA\uc758 \uc0c8\ub85c\uc6b4 \uc2a4\ud398\uc15c \uc5d0\ub514\uc158 GPU\uac00 \uacf5\uac1c\ub418\uace0 \ub2e8\uc77c GPU\uc758 \uac00\uaca9\uc774 $6,500\uae4c\uc9c0 \ub0ae\uc544\uc9d1\ub2c8\ub2e4.<br \/>\n\uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud574 \uc911\uad6d AI \uce69 \uc2dc\uc7a5\uc5d0\uc11c 95%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\ub358 \uc5d4\ube44\ub514\uc544\ub294 50%\ub85c \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc\uc758 \ud3ed\ub85c\uc5d0 \ub530\ub974\uba74 \ud669\uc740 \"\uac70\uc138 \ubc84\uc804\" GPU\ub97c \ud76c\uc0dd\ud560 \uac83\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc790\uad6c\ucc45\uc73c\ub85c \uc5d4\ube44\ub514\uc544\uac00 \uc2dc\uc7a5\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc744\uae4c\uc694, \uc544\ub2c8\uba74 \uace0\uac1d\uc744 \uad6d\ub0b4 \uc9c4\uc601\uc73c\ub85c \ub354 \ubc00\uc5b4\ub0bc \uc218 \uc788\uc744\uae4c\uc694?<\/p>","protected":false},"author":8,"featured_media":2863,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[298,307,286,282],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2862"}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/comments?post=2862"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2862\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media\/2863"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media?parent=2862"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/categories?post=2862"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/tags?post=2862"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}