![\"\"](\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2025\/09\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-09-01-144227.png\")
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\uc804\uae30\ucc28 \uc0dd\uc0b0 \ubc0f \ud310\ub9e4\uc5d0\uc11c\uc758 \uc6b0\uc704, \ud3d0\uae30\ub41c \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\uc758 \ud48d\ubd80\ud55c \uacf5\uae09, \uadf8\ub9ac\uace0 \ubc30\ud130\ub9ac \uc7ac\uc0ac\uc6a9 \ubc0f \uc21c\ud658 \uacbd\uc81c \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \uc9c0\uc6d0\ud558\ub294 \uac15\ub825\ud55c \uc815\ubd80 \uc815\ucc45\uc774 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac 2\ucc28 \ud65c\uc6a9 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n
CATL, BYD, LG HEM, Panasonic, Samsung SDI\uc640 \uac19\uc740 \uc8fc\uc694 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud560 \uc218 \uc788\ub2e4\uba74 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc6d0\ub3d9\ub825\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n
\uc2e0\uaddc \ubc30\ud130\ub9ac\uc5d0 \ube44\ud574 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc774 \uc788\uc5b4 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \uc2dc\uc7a5\uc774 \uc131\uc7a5\ud560 \uae30\ud68c\uac00 \uc0dd\uae38 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n
\uc9c0\uc18d \uac00\ub2a5\ud55c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc218\uc694 \uc99d\uac00\uac00 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 2\ucc28 \uc0ac\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\ub294 \uc804\ub825\ub9dd\uc744 \uc548\uc815\ud654\ud558\uace0 \ubc31\uc5c5 \uc804\uc6d0\uc744 \uc81c\uacf5\ud558\ub294 \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc194\ub8e8\uc158\uc5d0 \uc801\ud569\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n
\uac1c\uc120\ub41c BMS(\ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c) \uae30\uc220\uc740 \uc7ac\ud65c\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\uc758 \ud6a8\uc728\uc131, \uc548\uc804\uc131 \ubc0f \uc2e0\ub8b0\uc131\uc744 \ub192\uc5ec \uc131\ub2a5\uacfc \uc704\ud5d8\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \uc644\ud654\ud569\ub2c8\ub2e4.<\/p>\n
\uc804 \uc138\uacc4\uc801\uc73c\ub85c \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV) \ucc44\ud0dd\uc774 \uae09\uc99d\ud558\uba74\uc11c \uc911\uace0 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \uac15\ub825\ud55c \uae30\ubc18\uc744 \ub9c8\ub828\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IEA \ud1b5\uacc4\uc5d0 \ub530\ub974\uba74, 2020\ub144 680\ub9cc \ub300\uc5d0\uc11c 2024\ub144 3,900\ub9cc \ub300\ub85c \ucd1d \uc2b9\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ubcf4\uc720\ub7c9\uc774 6\ubc30 \uc99d\uac00\ud588\uc73c\uba70, 2020\ub144\ubd80\ud130 2024\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \ubcf5\ud569 \uc131\uc7a5\ub960(CAGR)\uc740 54.8%\ub77c\ub294 \ud3ed\ubc1c\uc801\uc778 \uc218\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc608\uc0c1\ub418\ub294 \uc804\uae30\ucc28 \ubcf4\uc720\ub7c9 \uae09\uc99d\uc73c\ub85c 2030\ub144\uae4c\uc9c0 \uacbd\ub7c9 \uc804\uae30\ucc28 2\uc5b5 4,500\ub9cc \ub300\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 \uc911\uace0 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ud480\uc744 \ud06c\uac8c \ud655\ub300\ud560 \uac83\uc774\ub2e4. \ud3c9\uade0 \uc218\uba85 8\ub144\uc744 \uace0\ub824\ud560 \ub54c, 2027~2028\ub144\uae4c\uc9c0 \uc57d 400~600\ub9cc \ub300\uc758 \uc804\uae30\ucc28\uac00 \uccab \uc218\uba85 \uc8fc\uae30\ub97c \ub9c8\uce60 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ub2f9\uc2dc\uae4c\uc9c0 \uc57d 250~300GWh\uc758 \ubc30\ud130\ub9ac \uc6a9\ub7c9\uc774 \ud655\ubcf4\ub41c\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud55c\ub2e4. \ub610\ud55c \uc804\uae30\ucc28 \ud310\ub9e4\uc758 \uc9c0\uc18d\uc801\uc778 \uc99d\uac00\ub294 \uc218\uba85\uc774 \ub2e4\ud55c \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ub204\uc801\ub7c9\uc744 \uc99d\uac00\uc2dc\ud0ac \uac83\uc774\ub2e4. 2030\ub144\uae4c\uc9c0 3,300~3,500\ub9cc \ub300\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uacbd\ub7c9 \ubc0f \uc911\ub7c9 \uc804\uae30\ucc28 \ubcf4\uae09\uc774 \ud655\ub300\ub428\uc5d0 \ub530\ub77c \uc218\uba85\uc774 \ub2e4\ud55c \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc218\ub7c9\ub3c4 \ub354\uc6b1 \uc99d\uac00\ud560 \uc804\ub9dd\uc774\ub2e4. \uc774\ub7ec\ud55c \ubc30\ud130\ub9ac\ub294 \uc694\uad6c\ub418\ub294 \uc131\ub2a5\uc744 \ucda9\uc871\uc2dc\ud0a4\uba70, \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5, \ud1b5\uc2e0 \ubc31\uc5c5, \uc0b0\uc5c5\uc6a9 \uc804\ub825 \uc194\ub8e8\uc158\uc5d0 \uace0\ub3c4\ub85c \ud65c\uc6a9\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc18d \uac00\ub2a5\ud55c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc635\uc158\uc73c\ub85c \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ucd09\ub9e4 \uc5ed\ud560\uc744 \ud558\uc5ec \uc99d\uac00\ud558\ub294 \uc5d0\ub108\uc9c0 \uc218\uc694\uc640 \uc21c\ud658 \uacbd\uc81c \ubaa9\ud45c\ub97c \ub3d9\uc2dc\uc5d0 \ud574\uacb0\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c, \uae00\ub85c\ubc8c \uacbd\uc81c\uad8c\uc740 \ucc28\ub7c9 \uad70\uc744 \uc801\uadf9\uc801\uc73c\ub85c \uc804\uae30\ud654\ud558\uace0 \ubc30\ud130\ub9ac \uc0dd\ud0dc\uacc4\ub97c \ud655\uc7a5\ud558\uc5ec \uc9c4\ud654\ud558\ub294 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc7ac\uc0ac\uc6a9 \uc0dd\ud0dc\uacc4\uc758 \uc8fc\uc694 \uae30\uc5ec\uc790\uc774\uc790 \uc218\ud61c\uc790\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS)\uacfc \ubc31\uc5c5 \uc804\ub825 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub294 \uc911\uace0 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \uc911\uc694\ud55c \uae30\ud68c\uc785\ub2c8\ub2e4. \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825\uacfc \uac19\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc6d0\uc774 \uc804\ub825 \uc2dc\uc2a4\ud15c\uc5d0 \ub354 \ub9ce\uc774 \ud1b5\ud569\ub428\uc5d0 \ub530\ub77c, \uacf5\uae09\uacfc \uc218\uc694\ub97c \uade0\ud615 \uc788\uac8c \uc870\uc808\ud558\uae30 \uc704\ud55c \uacbd\uc81c\uc801\uc774\uace0 \ud655\uc7a5 \uac00\ub2a5\ud55c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uc218\uc694\uac00 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \ucc28\ub7c9 \uc0ac\uc6a9 \ud6c4\uc5d0\ub3c4 \uc6d0\ub798 \uc6a9\ub7c9\uc758 \ucd5c\ub300 70~80%\ub97c \uc720\uc9c0\ud558\ub294 \uc911\uace0 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\ub294 \uace0\uc815\ud615 \uc800\uc7a5 \uc7a5\uce58\uc6a9 \uc2e0\uaddc \ubc30\ud130\ub9ac \ub300\ube44 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ub300\uc548\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc30\ud130\ub9ac\ub294 \uadf8\ub9ac\ub4dc \uaddc\ubaa8 ESS, \uc0c1\uc5c5\uc6a9 \ubc31\uc5c5 \uc2dc\uc2a4\ud15c, \ub18d\ucd0c \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc\ub85c \uc7ac\ud65c\uc6a9\ub418\uc5b4 \ub354 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \uae68\ub057\ud558\uace0 \uc548\uc815\uc801\uc778 \uc804\ub825\uc744 \uacf5\uae09\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ud1b5\uc2e0, \ub370\uc774\ud130 \uc13c\ud130, \uacf5\uc7a5, \uc624\ud504\uadf8\ub9ac\ub4dc \ucee4\ubba4\ub2c8\ud2f0\uc5d0\uc11c\uc758 \uc801\uc6a9\uc73c\ub85c \ud65c\uc6a9\ub3c4\uac00 \ud655\ub300\ub429\ub2c8\ub2e4. OEM \ubc0f \ubc30\ud130\ub9ac \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc911\uace0 \ubc30\ud130\ub9ac\ub97c ESS\ub85c \uc7ac\ud65c\uc6a9\ud558\ub294 \uac83\uc740 \uc21c\ud658 \uacbd\uc81c \ubaa9\ud45c\uc640 \uaddc\uc81c \uc900\uc218\ub97c \uc9c0\uc6d0\ud558\uba70, \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \uc7ac\ud65c\uc6a9\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\ub294 \ub3d9\uc2dc\uc5d0 \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n
\uc2e0\uaddc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uac00\uaca9\uc758 \uae09\uaca9\ud55c \ud558\ub77d\uc740 2\ucc28 \uc774\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc911\ub300\ud55c \ub3c4\uc804 \uacfc\uc81c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \ube14\ub8f8\ubc84\uadf8NEF\uc5d0 \ub530\ub974\uba74 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ud329\uc758 \ud3c9\uade0 \ube44\uc6a9\uc740 2010\ub144 kWh\ub2f9 1,200\ub2ec\ub7ec \uc774\uc0c1\uc5d0\uc11c 2023\ub144 139\ub2ec\ub7ec\ub85c \ud558\ub77d\ud588\uc73c\uba70, 2026\ub144\uae4c\uc9c0 100\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ubc30\ud130\ub9ac\uc640 \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac \uac04 \uac00\uaca9 \uaca9\ucc28\uac00 \uc904\uc5b4\ub4e4\uba74\uc11c, \ud2b9\ud788 \uc131\ub2a5 \uc800\ud558, \ubcf4\uc99d \uae30\uac04 \ub2e8\ucd95, \ud45c\uc900\ud654 \ubd80\uc871\uc5d0 \ub300\ud55c \uc8fc\uc694 \uc6b0\ub824\ub85c \uc778\ud574 \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac \uc120\ud0dd\uc758 \uacbd\uc81c\uc801 \uc720\uc778\uc774 \uc57d\ud654\ub418\uace0 \uc788\ub2e4. \ud2b9\ud788 \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \ub610\ub294 \uc0c1\uc5c5\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ub9ce\uc740 \uad6c\ub9e4\uc790\uc5d0\uac8c\ub294 \uc2e0\uaddc \ubc30\ud130\ub9ac\uc758 \uc2e0\ub8b0\uc131\uacfc \uae34 \uc218\uba85\uc774 \uc911\uace0 \ubc30\ud130\ub9ac(\uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac)\uac00 \uc81c\uacf5\ud558\ub294 \ud55c\uacc4 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\ub97c \uc555\ub3c4\ud560 \uac83\uc774\ub2e4. \uc2e0\uaddc \ubc30\ud130\ub9ac \uac00\uaca9 \ud558\ub77d\uc740 \ud2b9\ud788 \ubc30\ud130\ub9ac \uac00\uaca9\uc774 \ub354 \ube60\ub974\uac8c \ud558\ub77d\ud558\ub294 \uc9c0\uc5ed\uc5d0\uc11c \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc124\uce58 \uae30\ubc18\uc744 \ud655\ub300\ud560 \uc9c0\uc5ed \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04 \ub9d0\uc5d0\ub294 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 \uc0c1\ub2f9\ud55c \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\ub9dd\ud55c \ucd94\uc138\ub294 \uc8fc\ub85c \uc804\uae30\ucc28 \ubcf4\uae09 \uc120\ub3c4\uc801 \uc704\uce58, \uc9c0\uc6d0\uc801 \uaddc\uc81c \uc870\uce58, \uacac\uace0\ud55c \uc804\uae30\ucc28 \uc81c\uc870 \uae30\ubc18 \ub355\ubd84\uc77c \uac83\uc774\ub2e4. BYD, NIO, XPeng, \uc9c0\ub9ac\uc790\ub3d9\ucc28, \uccb4\ub9ac\uc790\ub3d9\ucc28 \ub4f1 \uc911\uad6d \uc8fc\uc694 OEM\uc758 \uc804\uae30\ucc28\ub294 \uad11\ubc94\uc704\ud55c \uc218\uc694\ub97c \ud655\ubcf4\ud588\uc73c\uba70, \uc774\uc5d0 \ub530\ub77c \ub300\uaddc\ubaa8 \ud3d0\ubc30\ud130\ub9ac \ud480\uc744 \ubcf4\uc720\ud558\uace0 \uc788\ub2e4. \uc815\ubd80\uc758 \uc9c0\uc6d0 \uc778\uc13c\ud2f0\ube0c \ubc0f \uc138\uc81c \ud61c\ud0dd\uc740 \uadf8\ub9ac\ub4dc \uc800\uc7a5 \ubc0f \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud1b5\ud569\uc744 \uc704\ud55c \uc804\uae30\ucc28 \ubc30\ud130\ub9ac 2\ucc28 \ud65c\uc6a9\uc744 \ucd09\uc9c4\ud560 \uac83\uc774\ub2e4. \uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \uc800\uc7a5, \ubd84\uc0b0\ud615 \uc5d0\ub108\uc9c0, \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5\uc6a9 \uc751\uc6a9 \ubd84\uc57c\uac00 \uc218\uc694\uac00 \uae09\uc99d\ud560 \uc804\ub9dd\uc774\ub2e4. \ud574\ub2f9 \uc9c0\uc5ed\uc740 \uc774\ubbf8 \ud1a0\uc694\ud0c0 \ubaa8\ud130, BYD, MG \ubaa8\ud130, \ub2db\uc0b0 \ubaa8\ud130 \ucf54\ud37c\ub808\uc774\uc158 \ub4f1 \uc8fc\uc694 OEM\uc0ac\uc640 \uc9c0\uc5ed \uc5c5\uccb4\ub4e4\uc5d0 \uc758\ud574 \uc77c\ubd80 \uc751\uc6a9 \ubd84\uc57c\ubcc4 \uc218\uc694\ub97c \uacbd\ud5d8\ud558\uace0 \uc788\ub2e4. \ub610\ud55c \uc9c0\uc5ed \uc5c5\uccb4\ub4e4\uc740 \ubc30\ud130\ub9ac \uc218\uba85 \uc9c4\ub2e8 \ubc0f \ud45c\uc900\ud654 \ud504\ub85c\ud1a0\ucf5c\uc744 \uac1c\ubc1c\ud558\uc5ec 2\ucc28 \ud65c\uc6a9 \ud1b5\ud569\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. EV OEM, \uc720\ud2f8\ub9ac\ud2f0 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4, \uc815\ubd80 \uae30\uad00\uc740 \uad6d\uacbd\uc744 \ub118\uc5b4 \ud611\ub825\ud558\uc5ec \uc2dc\ubc94 \ud504\ub85c\uc81d\ud2b8\ub97c \ub300\uaddc\ubaa8 \uc720\ud2f8\ub9ac\ud2f0 \ub4f1\uae09 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc194\ub8e8\uc158\uc73c\ub85c \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc5ec\uad8c, \ucd94\uc801\uc131 \uc2dc\uc2a4\ud15c, \uc7ac\uc815\uc801 \uc778\uc13c\ud2f0\ube0c\ub97c \ub3c4\uc785\ud568\uc73c\ub85c\uc368, \ud574\ub2f9 \uc9c0\uc5ed\uc740 2030\ub144 \ub9d0\uae4c\uc9c0 2\ucc28 \ud65c\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc7ac\uc0ac\uc6a9 \ubd84\uc57c\uc5d0\uc11c \uc8fc\ubaa9\ud560 \ub9cc\ud55c \uc131\uc7a5\uc744 \uacbd\ud5d8\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n
2\ucc28 \uc774\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\ub97c \uc704\ud55c \ud1b5\ud569 \uc0dd\ud0dc\uacc4\ub294 \uc790\ub3d9\ucc28\uc6a9 \ubc30\ud130\ub9ac\uc5d0\uc11c \ucd5c\uc885 \uc7ac\ud65c\uc6a9 \uc804\uae4c\uc9c0 \ub2e4\uc591\ud55c \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc751\uc6a9 \ubd84\uc57c\ub85c \uc804\ud658\ud558\ub294 \uc21c\ud658\ud615 \uac00\uce58 \uc0ac\uc2ac\uc744 \uae30\ubc18\uc73c\ub85c \uad6c\ucd95\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc218\uba85 \uc885\ub8cc \ud6c4 \ubc30\ud130\ub9ac \uc0c1\ud0dc\uac00 80% \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc9c0\uba74 \ubc30\ud130\ub9ac\ub97c \uc218\uac70, \ud14c\uc2a4\ud2b8\ud558\uc5ec \uac00\uc815\uc6a9 \ubc31\uc5c5, \uc0c1\uc5c5\uc6a9 \uc800\uc7a5, \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c \ub4f1 \uc0c8\ub85c\uc6b4 \uc6a9\ub3c4\ub85c \uc7ac\ud65c\uc6a9\ud569\ub2c8\ub2e4. \ud655\uc7a5\ub41c \uc0dd\uc0b0\uc790 \ucc45\uc784(EPR) \ubc0f \ubcf4\uc99d\uae08 \ud658\ubd88 \uc81c\ub3c4\uc640 \uac19\uc740 \uc815\ucc45\uc740 \uc81c\uc870\uc5c5\uccb4\uc640 \uc18c\ube44\uc790\uac00 \uc778\uc99d\ub41c \ud3c9\uac00 \ubc0f \uc7ac\uc0dd \ucc98\ub9ac\ub97c \uc704\ud574 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\ub97c \ubc18\ud658\ud558\ub3c4\ub85d \uc7a5\ub824\ud558\uc5ec \uc548\uc804\ud558\uace0 \ud6a8\uc728\uc801\uc778 \uc7ac\uc0ac\uc6a9\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n
2\ucc28 \ud65c\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc8fc\uc694 \uae30\uc5c5 \ubaa9\ub85d<\/b><\/p>\n
\uc6f9 \ucf58\ud150\uce20 \uad00\ub9ac(WCM) \uc2dc\uc7a5<\/b>\uc740 \uad11\ubc94\uc704\ud55c \uc9c0\uc5ed\uc801 \uc785\uc9c0\ub97c \uac00\uc9c4 \uc18c\uc218\uc758 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc8fc\ub3c4\ud558\uace0 \uc788\ub2e4. 2\ucc28 \ud65c\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\ub2e4.<\/p>\n
Tesla
\nVolvo
\nToyota Motor Corporation
\nBMW Group
\nNissan Motor Corporation
\nConnected Energy
\nB2U Storage Solutions
\nRejoule<\/p>\n
![\"\"](\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2025\/09\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-09-01-144233.png\")
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\ub3c5\uc810\uc801\uc774\ub77c\ub294 \uac83\uc740 MarketsandMarkets\uc5d0\ub9cc \uace0\uc720\ud55c \ucf58\ud150\uce20\/\ub370\uc774\ud130\ub97c \uc758\ubbf8\ud558\uba70, \uacbd\uc7c1\uc0ac\uc5d0\uc11c\ub294 \uc81c\uacf5\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/b><\/p>\n
\uc81c\ubaa9<\/b><\/p>\n
\ud398\uc774\uc9c0 \ubc88\ud638<\/b><\/p>\n
\uc18c\uac1c<\/b><\/p>\n
12<\/b><\/p>\n \uc694\uc57d \ubcf4\uace0\uc11c<\/b><\/p>\n 15<\/b><\/p>\n \uc2dc\uc7a5 \ud3c9\uac00<\/b><\/p>\n 18<\/b><\/p>\n \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/b><\/p>\n 49<\/b><\/p>\n \uc804\uae30\ucc28 \ubc30\ud130\ub9ac 2\ucc28 \ud65c\uc6a9 \uc2dc\uc7a5, \uc751\uc6a9 \ubd84\uc57c\ubcc4<\/b><\/p>\n 62<\/b><\/p>\n 5.2 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \uadf8\ub9ac\ub4dc \uc11c\ube44\uc2a4 \uc8fc\uc694 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \uacf5\uae09\uc5c5\uccb4 \ubc0f \uc6a9\ub7c9<\/p>\n \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \ubd84\uc11d<\/b><\/p>\n 68<\/b><\/p>\n \uacbd\uc7c1 \ud658\uacbd<\/b><\/p>\n 76<\/b><\/p>\n \uc804\ub7b5\uc801 \uad8c\uace0\uc0ac\ud56d<\/b><\/p>\n 83<\/b><\/p>\n \uc8fc\uc694 \uc5c5\uccb4\uc758 \uc804\ub7b5\uc801 \ud504\ub85c\ud544<\/b><\/p>\n 84<\/b><\/p>\n \ubd80\ub85d<\/b><\/p>\n 102<\/b><\/p>\n \uc804\uae30\ucc28 \ubc30\ud130\ub9ac 2\ucc28 \ud65c\uc6a9 \uc2dc\uc7a5\uc740 2025\ub144 \uc57d 25~30GWh \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) \uc57d 65%\ub97c \uae30\ub85d\ud558\uba70 2030\ub144\uc5d0\ub294 \uc57d 330~350GWh\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc804\uae30\ucc28(EV)\ub294 \ud2b9\ud788 \uc2b9\uc6a9\ucc28 \ubd80\ubb38\uc5d0\uc11c \uac15\ub825\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uc9c0\ub09c 3~4\ub144\uac04 \ub180\ub77c\uc6b4 \uc131\uc7a5\uc744 \uacbd\ud5d8\ud588\uc2b5\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \uc804\uae30 \uc2b9\uc6a9\ucc28 \ubc0f \uc0c1\uc6a9\ucc28 \ud310\ub9e4\ub7c9\uc774 3,300~3,500\ub9cc \ub300\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub428\uc5d0 \ub530\ub77c, \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\uc758 2\ucc28 \ud65c\uc6a9 \ubd84\uc57c\uac00 \uc810\ucc28 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ud310\ub9e4 \uc810\uc720\uc728(\uc57d 68%)\uc5d0\uc11c \uc120\ub450\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uacfc \ubbf8\uad6d\uc774 \uadf8 \ub4a4\ub97c \uc787\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae09\uc18d\ud788 \uc99d\uac00\ud558\ub294 \uc804\uae30\ucc28 \ucc28\ub7c9 \uaddc\ubaa8\ub294 \uc0ac\uc6a9\ub41c \ubc30\ud130\ub9ac\ub97c \ucd08\uae30 \uc790\ub3d9\ucc28 \uc6a9\ub3c4 \uc774\ud6c4 \uc7ac\ud65c\uc6a9\ud560 \uc218 \uc788\ub294 \uacac\uace0\ud55c \uae30\ubc18\uc744 \ub9c8\ub828\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc740 \uc0b0\uc5c5, \ud1b5\uc2e0, \uacf5\uacf5 \uc720\ud2f8\ub9ac\ud2f0, \uac00\uc815\uc6a9 \uc800\uc7a5, \uc804\uae30\ucc28 \ucda9\uc804 \uc778\ud504\ub77c \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\ub97c \uc544\uc6b0\ub974\uba70 2030\ub144\uae4c\uc9c0 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud655\ub300\ub418\ub294 \uc804\uae30\ucc28\ub294 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uae30\uc220 \ubc0f \uc751\uc6a9 \ubd84\uc57c\uc758 2\ucc28 \ud65c\uc6a9 \uac1c\ubc1c\uacfc \uc0c1\uc6a9\ud654\uc5d0 \uac15\ub825\ud55c \ucd94\uc9c4\ub825\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-24345","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\/24345"}],"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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=24345"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/24345\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=24345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=24345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=24345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
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9.1 AUTOMOTIVE OEMS<\/div>\n\u00a0TESLA<\/div>\n– Overview<\/div>\n– Recent financials<\/div>\n– Tesla: Global EV sales, by key model<\/div>\n– Strategic approach toward second life EV batteries<\/div>\n– Recent developments, 2019\u20132025<\/div>\n\u00a0TOYOTA MOTOR CORPORATION<\/div>\n– Overview<\/div>\n– Recent financials<\/div>\n– Toyota Motor Corporation: Global EV sales, by key model<\/div>\n– Strategic approach toward second life EV batteries<\/div>\n– Recent developments, 2019\u20132025<\/div>\n\u00a0NISSAN MOTOR CO., LTD.<\/div>\n– Overview<\/div>\n– Recent financials<\/div>\n– Nissan Motors Co., Ltd.: Global EV sales, by key model<\/div>\n– Continued investment in global network expansion for battery collection and repurposing technologies<\/div>\n– Recent developments, 2010\u20132025<\/div>\n\u00a0AB VOLVO<\/div>\n– Overview<\/div>\n– Recent financials<\/div>\n– Strategic approach toward second life EV batteries<\/div>\n– Recent developments, 2022\u20132023<\/div>\n\u00a0VOLKSWAGEN GROUP<\/div>\n– Overview<\/div>\n– Recent financials<\/div>\n– Volkswagen Group: Global EV sales, by key model<\/div>\n– Strategic approach toward second life EV batteries<\/div>\n– Recent developments, 2021\u20132025<\/div>\n\u00a0BMW AG<\/div>\n– Overview<\/div>\n– Recent financials<\/div>\n– BMW AG: Global EV sales, by key model<\/div>\n– Strategic approach toward second life EV batteries<\/div>\n– Recent developments, 2020\u20132025<\/div>\n<\/li>\n9.2 ENERGY STORAGE & SECOND LIFE BATTERY SPECIALISTS<\/div>\n\u00a0CONNECTED ENERGY<\/div>\n– Overview<\/div>\n– Products, capacity, and applications<\/div>\n– Recent developments, 2021\u20132025<\/div>\n\u00a0B2U STORAGE SOLUTIONS, INC.<\/div>\n– Overview<\/div>\n– Products, capacity, and application<\/div>\n– Recent developments, 2021\u20132024<\/div>\n\u00a0REJOULE<\/div>\n– Overview<\/div>\n– Products, capacity, and application<\/div>\n– Projects<\/div>\n– Recent developments, 2023\u20132025<\/div>\n\u00a0EATON<\/div>\n– Overview<\/div>\n– Recent financials<\/div>\n– Products, capacity, and application<\/div>\n– Recent developments, 2024<\/div>\n\u00a0E.BATTERY SYSTEMS AG<\/div>\n– Overview<\/div>\n– Products, capacity, and application<\/div>\n– Recent developments, 2021\u20132025<\/div>\n<\/li>\n\n