{"id":28206,"date":"2026-02-07T10:22:55","date_gmt":"2026-02-07T10:22:55","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/robo-taxi-market-mordor\/"},"modified":"2026-09-18T15:52:20","modified_gmt":"2026-09-18T06:52:20","slug":"robo-taxi-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/robo-taxi-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/robo-taxi-market-1768389674758-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\/robo-taxi-market-size-image-1768395078347.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 \uc815\ubd80 \uc790\uc728\uc8fc\ud589\ucc28(AV) \uc2dc\ubc94\uc0ac\uc5c5 \ubc0f \uaddc\uc81c \uc0cc\ub4dc\ubc15\uc2a4<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc790\uc728 \uc774\ub3d9\uc131 \ubca4\ucc98\uc5d0 \ub300\ud55c \uae30\ub85d\uc801\uc778 \uc790\ubcf8 \uc720\uc785<\/li>\n<li class=\"toc-level-3\">4.2.3 AD \uc13c\uc11c \ubc0f \ucef4\ud4e8\ud305 \ube44\uc6a9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.4 MaaS \ud50c\ub7ab\ud3fc \ud1b5\ud569\uc744 \ud1b5\ud55c \ucc28\ub7c9 \ud65c\uc6a9\ub3c4 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub77c\uc2a4\ud2b8\ub9c8\uc77c \ubb3c\ub958\ub97c \uc704\ud55c \ud2b9\uc218 \uc81c\uc791 \uc790\uc728\uc8fc\ud589 \ubc34 \uc544\ud0a4\ud14d\ucc98<\/li>\n<li class=\"toc-level-3\">4.2.6 \ub3c4\uc2dc \ud63c\uc7a1 \ud1b5\ud589\ub8cc\uac00 \uacf5\uc720 \uc790\uc728\uc8fc\ud589\uc744 \ucd09\uc9c4<\/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 \ub192\uc740 \ucd08\uae30 CAPEX \ubc0f \ubd88\ud655\uc2e4\ud55c \ud68c\uc218 \uae30\uac04<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc9c0\uc18d\uc801\uc778 \ub300\uc911 \uc2e0\ub8b0 \ubc0f \uc548\uc804 \uc778\uc2dd \uaca9\ucc28<\/li>\n<li class=\"toc-level-3\">4.3.3 \ubd88\uc644\uc804\ud55c \uae00\ub85c\ubc8c \ucc45\uc784 \ubc0f \uc548\uc804 \uc778\uc99d \uccb4\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 V2X \uc0ac\uc774\ubc84 \ubcf4\uc548 \ucde8\uc57d\uc810<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58\/\uacf5\uae09\ub9dd \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\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\/\uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/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(USD) \ubc0f \ubb3c\ub7c9(\ub2e8\uc704))<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc790\uc728\uc131 \uc218\uc900\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub808\ubca8 4<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub808\ubca8 5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd94\uc9c4 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubc30\ud130\ub9ac \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubc34 \/ \uc154\ud2c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc2b9\uac1d \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc0c1\ud488 \/ \uc18c\ud3ec \uc6b4\uc1a1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc11c\ube44\uc2a4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ub80c\ud0c8 \uae30\ubc18 (\uc790\uc720 \ubc18\ub0a9)<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc2a4\ud14c\uc774\uc158 \uae30\ubc18 (\ud5c8\ube0c \uac04)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 B2C (\ud0d1\uc2b9\uc790 \uc9c1\uc811)<\/li>\n<li class=\"toc-level-3\">5.6.2 B2B (\uae30\uc5c5 \/ \ubb3c\ub958 \uacc4\uc57d)<\/li>\n<li class=\"toc-level-3\">5.6.3 \ub300\uc911\uad50\ud1b5 \ud1b5\ud569<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \ucc28\ub7c9 \uc18c\uc720\uad8c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 OEM \uc18c\uc720<\/li>\n<li class=\"toc-level-3\">5.7.2 \uc6b4\uc601\uc790 \uc18c\uc720 (TNC \ubc0f \uc2a4\ud0c0\ud2b8\uc5c5)<\/li>\n<li class=\"toc-level-3\">5.7.3 \uacf5\uacf5\uae30\uad00 \uc18c\uc720<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.8 \uc6b4\uc601 \ud658\uacbd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.8.1 \ub3c4\uc2ec<\/li>\n<li class=\"toc-level-3\">5.8.2 \uad50\uc678 \/ \ucea0\ud37c\uc2a4<\/li>\n<li class=\"toc-level-3\">5.8.3 \uace0\uc18d\ub3c4\ub85c \/ \ub3c4\uc2dc \uac04<\/li>\n<li class=\"toc-level-3\">5.8.4 \ubcf5\ud569 \uc6a9\ub3c4 \uad6c\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.9 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.9.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.9.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.9.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.9.1.3 \uae30\ud0c0 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-3\">5.9.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.9.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.9.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.9.2.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.9.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.9.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.9.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.9.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.9.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.9.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.9.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.9.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.9.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.9.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.9.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.9.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.9.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.9.4.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.9.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.9.5.1 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.9.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.9.5.3 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.9.5.4 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.9.5.5 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.9.5.6 \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 \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(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, SWOT \ubd84\uc11d, \ucd5c\uadfc \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Waymo LLC<\/li>\n<li class=\"toc-level-3\">6.4.2 Apollo Go<\/li>\n<li class=\"toc-level-3\">6.4.3 AutoX Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Pony.ai<\/li>\n<li class=\"toc-level-3\">6.4.5 Zoox, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Tesla, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 DiDi Autonomous Driving<\/li>\n<li class=\"toc-level-3\">6.4.8 Avride Inc. (Yandex \uc790\uc728\uc8fc\ud589 \uadf8\ub8f9)<\/li>\n<li class=\"toc-level-3\">6.4.9 EasyMile SAS<\/li>\n<li class=\"toc-level-3\">6.4.10 Navya Mobility SAS<\/li>\n<li class=\"toc-level-3\">6.4.11 Nuro Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Motional, Inc.<\/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 &amp; \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5 \uac1c\uc694 (2026-2031 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd)<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5\uc740 2026\ub144 0.80\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 17.55\uc5b5 \ub2ec\ub7ec\ub85c \uae09\uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 85.45%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae09\uaca9\ud55c \uc131\uc7a5\uc740 \uc13c\uc11c \ube44\uc6a9 \ud558\ub77d, \uaddc\uc81c \uc0cc\ub4dc\ubc15\uc2a4\ub97c \ud1b5\ud55c \uc2b9\uc778 \uc808\ucc28 \ub2e8\ucd95, \uadf8\ub9ac\uace0 \uae30\uc874 \ucc28\ub7c9 \uac1c\uc870 \ubc29\uc2dd\uc5d0\uc11c \ubaa9\uc801 \uae30\ubc18 \ucc28\ub7c9 \uc124\uacc4\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654\uc5d0 \ud798\uc785\uc740 \ubc14 \ud07d\ub2c8\ub2e4. \ud604\uc7ac \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \uc218\uc694\uc5d0\uc11c \uc0c1\ub2f9\ud55c \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc8fc\uc694 \uc804\ub9dd:<br \/>\n\ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5\uc740 \uc790\uc728\uc8fc\ud589 \ub808\ubca8(\ub808\ubca8 4, \ub808\ubca8 5), \ucd94\uc9c4 \ubc29\uc2dd(\ubc30\ud130\ub9ac \uc804\uae30, \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30 \ub4f1), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \ubc34\/\uc154\ud2c0), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc2b9\uac1d \uc6b4\uc1a1, \uc0c1\ud488\/\uc18c\ud3ec \uc6b4\uc1a1), \uc11c\ube44\uc2a4 \uc720\ud615, \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378, \ucc28\ub7c9 \uc18c\uc720\uad8c, \uc6b4\uc601 \ud658\uacbd \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uc790\uc728\uc8fc\ud589 \ub808\ubca8: 2025\ub144 \ub808\ubca8 4 \uc2dc\uc2a4\ud15c\uc774 62.05%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\ub098, \ub808\ubca8 5\ub294 2031\ub144\uae4c\uc9c0 88.02%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc548\uc804 \uc6b4\uc804\uc790 \uc778\uac74\ube44 \uc808\uac10 \ud6a8\uacfc\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd94\uc9c4 \ubc29\uc2dd: 2025\ub144 \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\uac00 72.13%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 87.14% CAGR\ub85c \ud655\ub300\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub294 \ubb34\uacf5\ud574 \uad6c\uc5ed \uc778\uc13c\ud2f0\ube0c\uc640 \ub0ae\uc740 \ub9c8\uc77c\ub2f9 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc758 \uc601\ud5a5\uc785\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615: 2025\ub144 \uc2b9\uc6a9\ucc28\uac00 68.22%\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc73c\ub098, \ubc34\/\uc154\ud2c0\uc740 2031\ub144\uae4c\uc9c0 86.03% CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc774\ub294 \uc18c\ud3ec \uacc4\uc57d \ubc0f \uace0\uc815 \uacbd\ub85c \ucea0\ud37c\uc2a4 \uc11c\ube44\uc2a4\uc758 \uc99d\uac00\uc5d0 \ub530\ub978 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158: 2025\ub144 \uc2b9\uac1d \uc6b4\uc1a1\uc774 82.34%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 90.17% CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc11c\ube44\uc2a4 \uc720\ud615: 2025\ub144 \ub80c\ud0c8 \uae30\ubc18\uc758 \uc790\uc720 \ubd80\ub3d9(free-floating) \uc11c\ube44\uc2a4\uac00 55.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 87.55% CAGR\ub85c \uc131\uc7a5\uc744 \uc774\uc5b4\uac08 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378: 2025\ub144 B2C\uac00 54.25%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, B2B \uacc4\uc57d\uc740 2031\ub144\uae4c\uc9c0 89.11%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc18c\uc720\uad8c: 2025\ub144 OEM \uc18c\uc720 \ucc28\ub7c9\uc774 51.26%\uc600\uc73c\ub098, \uc6b4\uc601\uc790 \uc18c\uc720 \ucc28\ub7c9\uc740 2031\ub144\uae4c\uc9c0 86.41% CAGR\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6b4\uc601 \ud658\uacbd: 2025\ub144 \ub3c4\uc2ec\uc774 63.42%\uc758 \ub9e4\ucd9c\uc744 \ucc3d\ucd9c\ud588\uc73c\ub098, \uace0\uc18d\ub3c4\ub85c \ubc0f \ub3c4\uc2dc \uac04 \ud68c\ub791\uc740 2031\ub144\uae4c\uc9c0 89.62% CAGR\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: 2025\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 46.09%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 85.79% CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \ud1b5\ucc30\ub825:<\/p>\n<p>1.  \uc815\ubd80 \ud30c\uc77c\ub7ff \ud504\ub85c\uadf8\ub7a8 \ubc0f \uaddc\uc81c \uc0cc\ub4dc\ubc15\uc2a4: \uc2e4\uc81c \ub370\uc774\ud130\ub97c \ud65c\uc6a9\ud558\uc5ec \uac80\uc99d \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 8\uc6d4, Zoox\ub294 NHTSA\ub85c\ubd80\ud130 \ubbf8\uad6d \ucd5c\ucd08\ub85c \uae30\uc874 \uc218\ub3d9 \uc81c\uc5b4 \uc7a5\uce58 \uc5c6\uc774 \uc791\ub3d9\ud558\ub294 \ubaa9\uc801 \uae30\ubc18 \uc790\uc728\uc8fc\ud589 \ucc28\ub7c9\uc5d0 \ub300\ud55c \uc2dc\ubc94 \uba74\uc81c\ub97c \ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uad50\ud1b5\ubd80\ub294 2024\ub144 \uc911\ubc18\ubd80\ud130 \uc5ec\ub7ec 1\uc120 \ub3c4\uc2dc\uc5d0\uc11c \uc644\uc804 \ubb34\uc778 \ub300\uc911\uad50\ud1b5 \uc2dc\ubc94 \uc6b4\ud589\uc744 \ud5c8\uc6a9\ud588\uc73c\uba70, \uc544\ubd80\ub2e4\ube44\ub294 2025\ub144 11\uc6d4 \uc548\uc804 \uc6b4\uc804\uc790 \uc5c6\ub294 \uc0c1\uc5c5 \uc6b4\ud589\uc744 \uc2b9\uc778\ud558\uc5ec \uc9c0\uc5ed \ub0b4 \ube60\ub978 \ub3c4\uc785\uc744 \uc704\ud55c \ubc1c\ud310\uc744 \ub9c8\ub828\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uc790\uc728 \ubaa8\ube4c\ub9ac\ud2f0 \ubca4\ucc98\uc5d0 \ub300\ud55c \uae30\ub85d\uc801\uc778 \uc790\ubcf8 \uc720\uc785: 2024\ub144 10\uc6d4 Waymo\ub294 Alphabet \uc8fc\ub3c4\ub85c 56\uc5b5 \ub2ec\ub7ec\uc758 \uc790\uae08 \uc870\ub2ec\uc5d0 \uc131\uacf5\ud558\uba70 \ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5\uc758 \uc0c1\uc5c5\ud654\uc5d0 \ub300\ud55c \ud22c\uc790\uc790 \uc2e0\ub8b0\ub97c \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. Waabi\ub294 AI \uae30\ubc18 \uc2dc\ubbac\ub808\uc774\uc158 \ud50c\ub7ab\ud3fc \uac15\ud654\ub97c \uc704\ud574 \uc0c1\ub2f9\ud55c \uc790\ubcf8\uc744 \uc720\uce58\ud558\uc5ec \uad11\ubc94\uc704\ud55c \ub3c4\ub85c \ud14c\uc2a4\ud2b8\uc758 \ud544\uc694\uc131\uc744 \uc904\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n3.  AD \uc13c\uc11c \ubc0f \ucef4\ud4e8\ud305 \ube44\uc6a9 \ud558\ub77d: LiDAR, \ub808\uc774\ub354, \uce74\uba54\ub77c \uc2a4\uc704\ud2b8 \ube44\uc6a9\uc774 \ucd5c\uadfc \uba87 \ub144\uac04 \ud06c\uac8c \uac10\uc18c\ud558\uc5ec, \ub192\uc740 \ud65c\uc6a9 \uc2dc\ub098\ub9ac\uc624\uc5d0\uc11c \uc6b4\uc601\uc790\ub4e4\uc774 \ud22c\uc790\ub97c \ube60\ub974\uac8c \ud68c\uc218\ud560 \uc218 \uc788\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. Mobileye\uc758 EyeQ6 \ud504\ub85c\uc138\uc11c\ub294 \ub0ae\uc740 \uc804\ub825 \uc18c\ube44\ub85c \uc5ec\ub7ec \uce74\uba54\ub77c\ub97c \uc9c0\uc6d0\ud558\uba70, Baidu\uc758 Apollo Go RT6\ub294 \uc804\ud1b5\uc801\uc778 \uc6b4\uc804 \ubd80\ud488 \uc81c\uac70\ub97c \ud1b5\ud574 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc808\uac10\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n4.  MaaS(Mobility as a Service) \ud50c\ub7ab\ud3fc \ud1b5\ud569\uc744 \ud1b5\ud55c \ucc28\ub7c9 \ud65c\uc6a9\ub3c4 \uc99d\ub300: \uc790\uc728\uc8fc\ud589 \uc11c\ube44\uc2a4\ub97c \uae30\uc874 \ucc28\ub7c9 \ud638\ucd9c \uc571\uc5d0 \ud1b5\ud569\ud558\uba74 \uac12\ube44\uc2fc \uace0\uac1d \ud655\ubcf4 \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 2023\ub144 10\uc6d4 Waymo\ub294 Uber\uc640 \uc81c\ud734\ud558\uc5ec \ud53c\ub2c9\uc2a4 \uc2b9\uac1d\ub4e4\uc774 Uber \uc571\uc744 \ud1b5\ud574 Waymo \ucc28\ub7c9\uc744 \uc9c1\uc811 \ud638\ucd9c\ud560 \uc218 \uc788\uac8c \ud568\uc73c\ub85c\uc368 \uc0ac\uc6a9\uc790 \uae30\ubc18\uc744 \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \ubc0f \ubd88\ud655\uc2e4\ud55c \ud22c\uc790 \ud68c\uc218: \ubaa9\uc801 \uae30\ubc18 \ucc28\ub7c9 \ubc0f \uc13c\uc11c \uc2a4\uc704\ud2b8\uc758 \ub192\uc740 \ube44\uc6a9\uc73c\ub85c \uc778\ud574 \ub300\ubd80\ubd84\uc758 \ub3c4\uc2dc\uc5d0\uc11c \uc190\uc775\ubd84\uae30\uc810 \ub3c4\ub2ec \uae30\uac04\uc774 \uc0c1\ub2f9\ud788 \uae41\ub2c8\ub2e4. 2024\ub144 12\uc6d4 General Motors\ub294 \uc0c1\ub2f9\ud55c \ub204\uc801 \uc190\uc2e4\uc744 \uae30\ub85d\ud55c \ud6c4 \uc790\uc728\uc8fc\ud589 \ucc28\ub7c9 \ud638\ucd9c \uc0ac\uc5c5\uc744 \uc911\ub2e8\ud588\uc2b5\ub2c8\ub2e4. \ube44\uc218\uae30 \uc2dc\uac04\uc758 \ucc28\ub7c9 \ud65c\uc6a9\ub3c4 \uc800\uc870\ub294 \uc804\ubc18\uc801\uc778 \uc218\uc775\ub960\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4.<br \/>\n2.  \uc9c0\uc18d\uc801\uc778 \ub300\uc911 \uc2e0\ub8b0 \ubc0f \uc548\uc804 \uc778\uc2dd \uaca9\ucc28: 2024\ub144 \uc790\uc728\uc8fc\ud589 \uc900\ube44\ub3c4\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc740 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub418\uc5c8\uc73c\uba70, \uc124\ubb38 \uc751\ub2f5\uc790\ub4e4\uc740 \uc548\uc804 \ub370\uc774\ud130 \uc99d\uac00\ub97c \uc694\uad6c\ud588\uc2b5\ub2c8\ub2e4. \uc18c\ube44\uc790\ub4e4\uc774 \uc790\uc728\uc8fc\ud589 \ucc28\ub7c9\uc758 \uacfc\uc2e4\uc774 \uc5c6\ub354\ub77c\ub3c4 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0 \ub354 \ub9ce\uc740 \ucc45\uc784\uc744 \ubb3b\ub294 \uacbd\ud5a5\uc774 \uc788\uc5b4 \ubcf4\ud5d8\ub8cc\uac00 \uc0c1\uc2b9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\ub839\uce35 \ubc0f \ub18d\ucd0c \uc9c0\uc5ed \uc8fc\ubbfc\ub4e4\uc740 \uc790\uc728\uc8fc\ud589 \ucc28\ub7c9\uc5d0 \ub300\ud55c \ubd88\ud3b8\ud568\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ud45c\uba85\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \ucc45\uc784 \ubc0f \uc548\uc804 \uaddc\uc81c \uccb4\uacc4: \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud30c\ud3b8\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \ud2b9\ud788 \ubbf8\uad6d, EU, \uc911\uad6d\uc5d0\uc11c \ubcf5\uc7a1\ud55c \uc591\uc0c1\uc744 \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n4.  V2X(Vehicle-to-Everything) \uc0ac\uc774\ubc84 \ubcf4\uc548 \ucde8\uc57d\uc131: \uac1c\ubc1c\ub41c \uc2dc\uc7a5\uc5d0\uc11c \ud2b9\ud788 \uc6b0\ub824\ub418\ub294 \ubd80\ubd84\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc138\ubd80 \uc2dc\uc7a5 \ubd84\uc11d:<\/p>\n<p>*   \uc790\uc728\uc8fc\ud589 \ub808\ubca8: \ub808\ubca8 5 \uc2dc\uc2a4\ud15c\uc740 \uc548\uc804 \uc6b4\uc804\uc790 \uc778\uac74\ube44\uac00 \uc0ac\ub77c\uc9c0\uba74\uc11c 2031\ub144\uae4c\uc9c0 88.02% CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Waymo\uc758 \uace0\uc18d\ub3c4\ub85c \ud655\uc7a5 \uc0ac\ub840\ub294 \uace0\uc18d \uc8fc\ud589 \ub2a5\ub825\uc744 \uc785\uc99d\ud588\uc73c\uba70, Zoox\uc758 \uc2a4\ud2f0\uc5b4\ub9c1 \ud720 \uc5c6\ub294 \ucc28\ub7c9 \uba74\uc81c\ub294 \uaddc\uc81c \ub2f9\uad6d\uc774 \ub808\ubca8 5\ub97c \uc778\uc99d\ud560 \uc758\ud5a5\uc774 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd94\uc9c4 \ubc29\uc2dd: \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\ub294 \ubb34\uacf5\ud574 \uad6c\uc5ed \uc778\uc13c\ud2f0\ube0c\uc640 \ub0ae\uc740 \ub9c8\uc77c\ub2f9 \uc5d0\ub108\uc9c0 \ube44\uc6a9 \ub355\ubd84\uc5d0 2025\ub144 72.13%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. Baidu\uc758 RT6\ub294 \uc6b4\uc804\uc790 \uc911\uc2ec \ud558\ub4dc\uc6e8\uc5b4 \uc81c\uac70\ub97c \ud1b5\ud574 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \ucd5c\uc801\ud654\ud558\uc5ec \ud558\uc774\ube0c\ub9ac\ub4dc \uc138\ub2e8\uacfc \uc720\uc0ac\ud55c \uc8fc\ud589 \uac70\ub9ac\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615: \uc2b9\uc6a9\ucc28\ub294 2025\ub144 68.22%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ubc34\/\uc154\ud2c0\uc740 \uc18c\ud3ec \uacc4\uc57d \ubc0f \uace0\uc815 \uacbd\ub85c \ucea0\ud37c\uc2a4 \uc11c\ube44\uc2a4\uc5d0 \ud798\uc785\uc5b4 86.03% CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Nuro\uc758 3\uc138\ub300 \ud654\ubb3c \ud3ec\ub4dc\ub294 \uad50\uc678 \uc2dd\ub8cc\ud488 \ubc30\uc1a1\uc5d0 \ud65c\uc6a9\ub418\uc5b4 \uc2b9\uac1d \uc6b4\uc1a1\ubcf4\ub2e4 \ub192\uc740 \uc790\uc0b0 \uc0dd\uc0b0\uc131\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \uc2b9\uac1d \uc6b4\uc1a1\uc740 2025\ub144 82.34%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc18c\ube44\uc790\ub4e4\uc774 \ucc28\ub7c9 \uc18c\uc720\uc5d0\uc11c \uc628\ub514\ub9e8\ub4dc \uc811\uadfc\uc73c\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 90.17% CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \uc0c1\ud488 \ubc30\uc1a1\uc740 \uaddc\uc81c \uac10\ub3c5\uc774 \uc801\uace0, Walmart\uc640 Nuro\uc758 \uc2dd\ub8cc\ud488 \ubc30\uc1a1\uc740 \ub192\uc740 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \uc720\uc9c0\ud558\uba70 \ucc28\ub7c9 \uacf5\uc720 \ubc0f \ubc30\uc1a1 \uc11c\ube44\uc2a4\uc758 \uc0c1\ud638 \uc791\uc6a9\uc740 24\uc2dc\uac04 \ud65c\uc6a9\ub3c4\ub97c \ub192\uc5ec \ucc28\ub7c9 \uacbd\uc81c\uc131\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc11c\ube44\uc2a4 \uc720\ud615: \ub80c\ud0c8 \uae30\ubc18\uc758 \uc790\uc720 \ubd80\ub3d9 \uc11c\ube44\uc2a4\ub294 2025\ub144 55.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 87.55% CAGR\ub85c \uc131\uc7a5\uc744 \uc774\uc5b4\uac08 \uac83\uc785\ub2c8\ub2e4. Apollo Go\ub294 Uber \uc571\uc5d0 \uc11c\ube44\uc2a4\ub97c \ud1b5\ud569\ud558\uc5ec \uc218\ubc31\ub9cc \uba85\uc758 \ud65c\uc131 \uc0ac\uc6a9\uc790\uc5d0\uac8c \uc989\uc2dc \uc811\uadfc\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \uc815\ub958\uc7a5 \uae30\ubc18 \ubaa8\ub378\uc740 \uc218\uc694 \ud750\ub984\uc774 \uc608\uce21 \uac00\ub2a5\ud55c \uacf3\uc5d0\uc11c \uc131\uacf5\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378: B2C \uc608\uc57d\uc774 2025\ub144 54.25%\ub85c \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc, B2B \uc11c\ube44\uc2a4 \uacc4\uc57d\uc740 89.11%\uc758 \ub354 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc18c\ub9e4\uc5c5\uccb4\uc640 \uae30\uc5c5\uc740 \ubcf4\uc7a5\ub41c \uc6a9\ub7c9\uc744 \uc911\uc694\ud558\uac8c \uc5ec\uae30\uba70 \ub2e4\ub144 \uacc4\uc57d\uc744 \ud1b5\ud574 \ud504\ub9ac\ubbf8\uc5c4 \uc694\uae08\uc744 \uc9c0\ubd88\ud560 \uc758\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc18c\uc720\uad8c: 2025\ub144 OEM \uc18c\uc720 \ucc28\ub7c9\uc774 51.26%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc6b4\uc601\uc790 \uc18c\uc720 \ubaa8\ub378\uc740 2031\ub144\uae4c\uc9c0 86.41% CAGR\ub85c \ud655\ub300\ub420 \uac83\uc785\ub2c8\ub2e4. Uber\uc640 \uac19\uc740 \uc6b4\uc1a1 \ub124\ud2b8\uc6cc\ud06c \ud68c\uc0ac(TNC)\ub294 \uc2b9\uac1d\uc744 \uacf5\uae09\ud558\uc9c0\ub9cc \ucc28\ub7c9 \uc18c\uc720\uad8c\uc740 \uc544\uc6c3\uc18c\uc2f1\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6b4\uc601 \ud658\uacbd: 2025\ub144 \ub3c4\uc2ec\uc774 63.42%\uc758 \ub9e4\ucd9c\uc744 \ucc3d\ucd9c\ud588\uc73c\ub098, \uace0\uc18d\ub3c4\ub85c \ubc0f \ub3c4\uc2dc \uac04 \uc138\uadf8\uba3c\ud2b8\ub294 2031\ub144\uae4c\uc9c0 89.62%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uad6c\uc870\ud654\ub41c \ucc28\uc120, \ub0ae\uc740 \ubcf4\ud589\uc790 \ubc00\ub3c4, \uae34 \ud3c9\uade0 \uc774\ub3d9 \uac70\ub9ac\ub294 \uc548\uc804 \ub9c8\uc9c4\uacfc \ucc28\ub7c9 \uc2dc\uac04\ub2f9 \uc218\uc775\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d:<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 46.09%\uc758 \uc810\uc720\uc728\ub85c \ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 85.79% CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d \uad50\ud1b5\ubd80\ub294 \uc5ec\ub7ec 1\uc120 \ub3c4\uc2dc\uc5d0\uc11c \uc644\uc804 \ubb34\uc778 \uc11c\ube44\uc2a4\ub97c \uc2b9\uc778\ud558\uc5ec Apollo Go\uc758 \ub204\uc801 \uc6b4\ud589 \ud69f\uc218\uac00 2025\ub144 1\uc6d4\uae4c\uc9c0 900\ub9cc \uac74\uc744 \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: Waymo\uc758 \ub2e4\uc911 \ub3c4\uc2dc \uc6b4\uc601(\uace0\uc18d\ub3c4\ub85c \uad6c\uac04 \ud3ec\ud568)\uc5d0 \ud798\uc785\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. NHTSA\uac00 \uc2a4\ud2f0\uc5b4\ub9c1 \ud720 \uc5c6\ub294 \ubaa9\uc801 \uae30\ubc18 \ucc28\ub7c9\uc5d0 \ub300\ud55c \uba74\uc81c\ub97c \ud5c8\uc6a9\ud558\ub294 \uac83\uc740 \uc5f0\ubc29 \uc815\ubd80\uc758 \uc9c0\uc6d0\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ubcf4\uc218\uc801\uc778 \ud615\uc2dd \uc2b9\uc778 \uc808\ucc28\uc640 \ud30c\ud3b8\ud654\ub41c \ucc45\uc784 \uaddc\ubc94\uc73c\ub85c \uc778\ud574 \ubcfc\ub968 \uba74\uc5d0\uc11c \ub4a4\ucc98\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub3c5\uc77c\uc758 \ub808\ubca8 4 \ubc95\uaddc\ub294 \uc81c\uc870\uc5c5\uccb4 \ucc45\uc784\uc744 \uba85\ud655\ud788 \ud558\uc5ec \uad6d\ub0b4 OEM\uc758 \ud30c\uc77c\ub7ff \ucc28\ub7c9\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9: \uc544\ubd80\ub2e4\ube44\uac00 \ucd5c\ucd08\uc758 \uc644\uc804 \ubb34\uc778 \uc0c1\uc5c5 \uc11c\ube44\uc2a4\ub97c \uc2dc\uc791\ud558\uace0 \ub450\ubc14\uc774\uac00 \uc815\ubd80 \uc591\ud5c8\ub97c \ud1b5\ud574 \ucc28\ub7c9\uc744 \ud06c\uac8c \ud655\uc7a5\ud560 \uacc4\ud68d\uc744 \uc138\uc6b0\ub294 \ub4f1 \ub3c4\uc57d \uc9c0\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<\/p>\n<p>\ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5\uc740 Waymo(\ubd81\ubbf8)\uc640 Apollo Go(\uc911\uad6d)\uac00 \uc120\ub450\ub97c \ub2ec\ub9ac\ub294 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ub300\uaddc\ubaa8 \ucc28\ub7c9\uc744 \ubcf4\uc720\ud558\uace0 \uc218\uc2ed\uc5b5\ub9c8\uc77c\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c \uae30\ub85d\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8 \ub4a4\ub97c Cruise(GM), Zoox(Amazon), Motional(Hyundai\/Aptiv)\uacfc \uac19\uc740 \uc8fc\uc694 OEM \ubc0f \uae30\uc220 \uae30\uc5c5\uc758 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \ud50c\ub808\uc774\uc5b4\ub4e4\uc774 \ub530\ub974\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ud2b9\uc815 \uc9c0\uc5ed\uc5d0\uc11c \uac15\ub825\ud55c \uc785\uc9c0\ub97c \uad6c\ucd95\ud558\uac70\ub098 \ud2b9\uc815 \uae30\uc220 \ubd84\uc57c\uc5d0\uc11c \uc804\ubb38\uc131\uc744 \ubcf4\uc774\uba70 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ubc1c\uc804:<br \/>\n\ub85c\ubcf4\ud0dd\uc2dc \uae30\uc220\uc740 \uc9c0\uc18d\uc801\uc73c\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc13c\uc11c \uc735\ud569, \uc778\uacf5\uc9c0\ub2a5 \uae30\ubc18 \uc608\uce21 \uc54c\uace0\ub9ac\uc998, \uadf8\ub9ac\uace0 \uc548\uc804 \uc2dc\uc2a4\ud15c \ubd84\uc57c\uc5d0\uc11c \ud601\uc2e0\uc774 \ub450\ub4dc\ub7ec\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub77c\uc774\ub2e4, \ub808\uc774\ub354, \uce74\uba54\ub77c \ub4f1 \ub2e4\uc591\ud55c \uc13c\uc11c \ub370\uc774\ud130\ub97c \ud1b5\ud569\ud558\uc5ec \uc8fc\ubcc0 \ud658\uacbd\uc744 \uc815\ud655\ud558\uac8c \uc778\uc2dd\ud558\uace0, \ubcf5\uc7a1\ud55c \uad50\ud1b5 \uc0c1\ud669\uc5d0\uc11c\ub3c4 \uc548\uc804\ud558\uac8c \uc8fc\ud589\ud560 \uc218 \uc788\ub294 \ub2a5\ub825\uc774 \ud5a5\uc0c1\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uacfc 5G \ud1b5\uc2e0 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \ucc28\ub7c9 \uac04 \ud1b5\uc2e0(V2V) \ubc0f \ucc28\ub7c9-\uc778\ud504\ub77c \ud1b5\uc2e0(V2I)\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ub85c\ubcf4\ud0dd\uc2dc\uc758 \ud6a8\uc728\uc131\uacfc \uc548\uc804\uc131\uc744 \ub354\uc6b1 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc5f0\uad6c \uac00\uc815, \uc2dc\uc7a5 \uc815\uc758, \ubc94\uc704 \ubc0f \uc0c1\uc138\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5 \ud604\ud669\uc744 \uc870\uba85\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud658\uacbd \ubc0f \uc8fc\uc694 \ub3d9\uc778\/\uc81c\uc57d:<br \/>\n\ub85c\ubcf4\ud0dd\uc2dc \uc2dc\uc7a5\uc740 \uc815\ubd80\uc758 \uc790\uc728\uc8fc\ud589\ucc28(AV) \uc2dc\ubc94 \uc6b4\uc601 \ubc0f \uaddc\uc81c \uc0cc\ub4dc\ubc15\uc2a4 \ub3c4\uc785, \uc790\uc728 \ubaa8\ube4c\ub9ac\ud2f0 \ubca4\ucc98\uc5d0 \ub300\ud55c \uae30\ub85d\uc801\uc778 \uc790\ubcf8 \uc720\uc785, AD \uc13c\uc11c \ubc0f \ucef4\ud4e8\ud305 \ube44\uc6a9 \ud558\ub77d, MaaS(Mobility-as-a-Service) \ud50c\ub7ab\ud3fc \ud1b5\ud569\uc744 \ud1b5\ud55c \ucc28\ub7c9 \ud65c\uc6a9\ub3c4 \uc99d\ub300, \ub77c\uc2a4\ud2b8\ub9c8\uc77c \ubb3c\ub958\ub97c \uc704\ud55c \ubaa9\uc801 \uae30\ubc18 \uc790\uc728\uc8fc\ud589 \ubc34 \uc544\ud0a4\ud14d\ucc98 \uac1c\ubc1c, \ub3c4\uc2dc \ud63c\uc7a1 \ud1b5\ud589\ub8cc \ubd80\uacfc\ub85c \uc778\ud55c \uacf5\uc720 \uc790\uc728\uc8fc\ud589 \uc218\uc694 \uc99d\uac00 \ub4f1 \ub2e4\uc591\ud55c \uc694\uc778\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\uadf8\ub7ec\ub098 \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX)\uacfc \ubd88\ud655\uc2e4\ud55c \ud22c\uc790 \ud68c\uc218 \uae30\uac04, \ub300\uc911\uc758 \uc9c0\uc18d\uc801\uc778 \uc2e0\ub8b0 \ubc0f \uc548\uc804 \uc778\uc2dd \uaca9\ucc28, \ubd88\uc644\uc804\ud55c \uae00\ub85c\ubc8c \ucc45\uc784 \ubc0f \uc548\uc804 \uc778\uc99d \uccb4\uacc4, V2X(Vehicle-to-Everything) \uc0ac\uc774\ubc84 \ubcf4\uc548 \ucde8\uc57d\uc131 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uadf8\ub9ac\uace0 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \ub85c\ubcf4\ud0dd\uc2dc \uc11c\ube44\uc2a4 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 175\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 85.45%\uc758 \ub9e4\uc6b0 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 \uc790\uc728\uc8fc\ud589 \ub808\ubca8(\ub808\ubca8 4, \ub808\ubca8 5), \ucd94\uc9c4 \ubc29\uc2dd(\ubc30\ud130\ub9ac \uc804\uae30\ucc28, \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28, \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \ubc34\/\uc154\ud2c0), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc2b9\uac1d \uc6b4\uc1a1, \uc0c1\ud488\/\uc18c\ud3ec \uc6b4\uc1a1), \uc11c\ube44\uc2a4 \uc720\ud615(\ub80c\ud0c8 \uae30\ubc18, \uc2a4\ud14c\uc774\uc158 \uae30\ubc18), \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378(B2C, B2B, \ub300\uc911\uad50\ud1b5 \ud1b5\ud569), \ucc28\ub7c9 \uc18c\uc720\uad8c(OEM \uc18c\uc720, \uc6b4\uc601\uc0ac \uc18c\uc720, \uacf5\uacf5\uae30\uad00 \uc18c\uc720), \uc6b4\uc601 \ud658\uacbd(\ub3c4\uc2ec, \uad50\uc678\/\ucea0\ud37c\uc2a4, \uace0\uc18d\ub3c4\ub85c\/\ub3c4\uc2dc \uac04, \ubcf5\ud569 \uad6c\uc5ed) \ub4f1 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub97c \ud3ec\ud568\ud558\uba70, \ud2b9\ud788 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ubb3c\ub7c9\uc758 46.09%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc758 \ub3c4\uc2dc \uc804\uc5ed \ubb34\uc778 \uc6b4\uc804 \uc2b9\uc778\uc774 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\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\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. Waymo LLC, Apollo Go, AutoX Inc., Pony.ai, Zoox, Inc., Tesla, Inc., DiDi Autonomous Driving, Avride Inc., EasyMile SAS, Navya Mobility SAS, Nuro Inc., Motional, Inc. \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \ud1b5\ud574 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \uc0ac\uc5c5 \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, SWOT \ubd84\uc11d, \ucd5c\uadfc \uac1c\ubc1c \ub3d9\ud5a5 \ub4f1\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub85c\ub294 \ub3c4\uc2dc MaaS \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc790\uc728\uc8fc\ud589 \ub77c\uc774\ub4dc \ud5e4\uc77c\ub9c1 \ud1b5\ud569, \ub77c\uc2a4\ud2b8\ub9c8\uc77c \uc18c\ud3ec \ubc30\uc1a1\uc744 \uc704\ud55c \uc804\uc6a9 \ub85c\ubcf4\ubc34 \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95, \uace0\ub839\uce35 \uc774\ub3d9\uc131\uc744 \uc704\ud55c \uad6c\ub3c5 \uae30\ubc18 \ub85c\ubcf4\ud0dd\uc2dc \uc11c\ube44\uc2a4, \uad6d\uacbd \uac04 \ub85c\ubcf4\ud0dd\uc2dc \ud68c\ub791(\uc608: EU \uc185\uac90 \ud30c\uc77c\ub7ff), \uadf8\ub9ac\uace0 \uc81c\ub85c \ubc30\ucd9c \ub85c\ubcf4\ud0dd\uc2dc \ucc28\ub7c9\uc5d0 \ub300\ud55c \ud0c4\uc18c \ubc30\ucd9c\uad8c \uc218\uc775\ud654 \ub4f1\uc774 \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud575\uc2ec \uc9c8\ubb38 \ub2f5\ubcc0 \uc694\uc57d:<br \/>\n\ubcf4\uace0\uc11c\uc758 \ud575\uc2ec \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uae00\ub85c\ubc8c \ub85c\ubcf4\ud0dd\uc2dc \uc11c\ube44\uc2a4 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 175\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 85.45%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ud604\uc7ac \ubc30\ud3ec \uce21\uba74\uc5d0\uc11c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ubb3c\ub7c9\uc758 46.09%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc911\uad6d\uc758 \ub3c4\uc2dc \uc804\uc5ed \ubb34\uc778 \uc6b4\uc804 \uc2b9\uc778\uc774 \uc774\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uad11\ubc94\uc704\ud55c \ud655\uc0b0\uc758 \uac00\uc7a5 \ud070 \uc7a5\uc560\ubb3c\uc740 \uc2e4\uc81c \uc8fc\ud589 \uac70\ub9ac\uac00 \uc99d\uac00\ud568\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub300\uc911\uc758 \uc2e0\ub8b0\uc640 \uc548\uc804 \uc778\uc2dd \uaca9\ucc28\uac00 \uc5ec\uc804\ud788 \uc874\uc7ac\ud55c\ub2e4\ub294 \uc810\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-28206","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\/28206"}],"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=28206"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/28206\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=28206"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=28206"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=28206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}