{"id":32334,"date":"2026-02-09T04:42:35","date_gmt":"2026-02-09T04:42:35","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/tellurium-market-mordor\/"},"modified":"2026-09-11T22:57:57","modified_gmt":"2026-09-11T13:57:57","slug":"tellurium-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/tellurium-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud154\ub8e8\ub968 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/tellurium-market-1742277316710-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\/tellurium-market-size-image-1741003458079.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<\/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 \uc5ed\ud559<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.1.1 \uac00\uc804\uc81c\ud488\uc5d0\uc11c\uc758 \uc0ac\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.1.2 \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5 \uc131\uc7a5<\/li>\n<li class=\"toc-level-3\">4.1.3 \uba54\ubaa8\ub9ac \uce69 \uc2dc\uc7a5 \uc99d\uac00<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.2 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uc81c\ud55c\ub41c \uac00\uc6a9\uc131<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub3c5\uc131\uc73c\ub85c \uc778\ud55c \ud658\uacbd \ubb38\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.4 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.4.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.4.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.4.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.4.4 \ub300\uccb4 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.4.5 \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 \uc138\ubd84\ud654 (\ubb3c\ub7c9 \uae30\uc900 \uc2dc\uc7a5 \uaddc\ubaa8)<\/p>\n<p style='color:red; font-weight:bold;'>\uff08\ub0b4\uc6a9\uc774 \ub108\ubb34 \uae38\uc5b4 \uc0dd\ub7b5\ub418\uc5c8\uc2b5\ub2c8\ub2e4.\uff09<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud154\ub8e8\ub968 \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ud154\ub8e8\ub968 \uc2dc\uc7a5\uc740 2025\ub144 663.08\ud1a4 \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uae4c\uc9c0 851.12\ud1a4\uc5d0 \ub3c4\ub2ec\ud558\uba70, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.12%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ubcf8 \uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615(\uc21c\uc218 \uae08\uc18d, \ubd84\ub9d0, \ud654\ud569\ubb3c, \uae30\ud0c0), \uc751\uc6a9 \ubd84\uc57c(\ud0dc\uc591\uc804\uc9c0, \uc5f4\uc804 \uae30\uae30, \uc804\uc790\uc81c\ud488, \uc218\uc740-\uce74\ub4dc\ubbb4-\ud154\ub8e8\ub77c\uc774\ub4dc, \uc5f4\ud654\uc0c1 \uc7a5\uce58, \uc57c\uae08, \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\uc73c\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uc2a4\ub0c5\uc0f7 \ubc0f \uc8fc\uc694 \ud1b5\uacc4<\/p>\n<p>*   \uc5f0\uad6c \uae30\uac04: 2020\ub144 &#8211; 2030\ub144<br \/>\n*   2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 663.08\ud1a4<br \/>\n*   2030\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 851.12\ud1a4<br \/>\n*   CAGR (2025-2030): 5.12%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \ub192\uc74c<\/p>\n<p>2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \ub3d9\ud5a5<\/p>\n<p>\ud154\ub8e8\ub968 \uc2dc\uc7a5\uc740 COVID-19 \ud32c\ub370\ubbf9\uc73c\ub85c \uc778\ud574 \uc0dd\uc0b0, \uacf5\uae09\ub9dd, \uc218\uc694 \ubc0f \uc804\ubc18\uc801\uc778 \uc131\uc7a5\uc5d0 \uc0c1\ub2f9\ud55c \ud0c0\uaca9\uc744 \uc785\uc5c8\uc2b5\ub2c8\ub2e4. \ubd09\uc1c4 \uc870\uce58\ub85c \uc778\ud574 \ucc44\uad74 \uc791\uc5c5 \ubc0f \uc6b4\uc1a1\uc5d0 \uc2ec\uac01\ud55c \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud558\uc5ec \uc774\ubbf8 \ubd80\uc871\ud55c \uc6d0\uc790\uc7ac \uacf5\uae09\uc5d0 \uc5b4\ub824\uc6c0\uc774 \uac00\uc911\ub418\uc5c8\uace0, \uc774\ub294 \ud154\ub8e8\ub968 \uc0dd\uc0b0 \uac10\uc18c\uc640 \uac00\uc6a9\uc131 \uc800\ud558\ub85c \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc18c\ube44\uc7ac \uc804\uc790\uc81c\ud488\uc5d0\uc11c\uc758 \uc0ac\uc6a9 \uc99d\uac00, \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \uc131\uc7a5, \uadf8\ub9ac\uace0 \uba54\ubaa8\ub9ac \uce69 \uc2dc\uc7a5\uc758 \ud655\ub300\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc18\uba74, \ud154\ub8e8\ub968\uc758 \uc81c\ud55c\ub41c \uac00\uc6a9\uc131\uacfc \ud658\uacbd\uc5d0 \ub300\ud55c \uc57d\ud55c \ub3c5\uc131 \ud2b9\uc131\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud5ec\uc2a4\ucf00\uc5b4 \uc0b0\uc5c5\uc5d0\uc11c\uc758 \ud154\ub8e8\ub968 \ud65c\uc6a9\uc744 \uc704\ud55c \uc9c0\uc18d\uc801\uc778 \uc5f0\uad6c\uc640 \uad11\uc804\uc790\uacf5\ud559 \ubd84\uc57c\uc5d0\uc11c\uc758 \uc801\uc6a9 \uc99d\uac00\ub294 \uc2dc\uc7a5\uc5d0 \uc0c1\ub2f9\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uae00\ub85c\ubc8c \ud154\ub8e8\ub968 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>3.1. \ud0dc\uc591\uc804\uc9c0 \uc218\uc694 \uc99d\uac00\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc8fc\ub3c4<\/p>\n<p>\ud154\ub8e8\ub968\uc740 \ud0dc\uc591\uc804\uc9c0 \uc81c\uc870\uc5d0 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uba70, \ud6a8\uc728\uc131, \uacbd\uc81c\uc131 \ubc0f \ud655\uc7a5\uc131 \ud5a5\uc0c1\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uce74\ub4dc\ubbb4-\ud154\ub8e8\ub77c\uc774\ub4dc(CdTe) \ud0dc\uc591\uad11 \ud328\ub110\uc740 \uc2e4\ub9ac\ucf58 \uae30\ubc18 \ud328\ub110\ubcf4\ub2e4 \ud6a8\uc728\uc131, \ube44\uc6a9 \ud6a8\uc728\uc131, \uc801\uc751\uc131 \uba74\uc5d0\uc11c \uc6b0\uc218\ud558\uba70, \uace0\uc628 \ubc0f \uc800\uc870\ub3c4 \uc870\uac74\uc5d0\uc11c\ub3c4 \ub6f0\uc5b4\ub09c \uc131\ub2a5\uc744 \ubc1c\ud718\ud569\ub2c8\ub2e4. \ub610\ud55c \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \uc5d0\ub108\uc9c0\uac00 \uc801\uc5b4 \uc5d0\ub108\uc9c0 \ud68c\uc218 \uc2dc\uac04\uc774 \uc9e7\ub2e4\ub294 \uc7a5\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc601\uad6d: \ud0dc\uc591 \uc5d0\ub108\uc9c0 \ubb34\uc5ed \ud611\ud68c\uc778 Solar Energy UK(SEUK)\uc758 &#8216;Clean Power Action Plan&#8217;\uc740 2030\ub144\uae4c\uc9c0 45GW-47GW\uc758 \ud0dc\uc591\uad11 \ubc1c\uc804 \uc6a9\ub7c9\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubd80 \ubd84\uc11d\uc5d0\uc11c\ub294 60GW \ubaa9\ud45c \ub2ec\uc131 \uc2dc \uc0c1\ub2f9\ud55c \uc804\uae30\ub8cc \uc808\uac10 \ud6a8\uacfc\ub97c \uc608\uc0c1\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d: IEA Photovoltaic Power Systems Programme\uc5d0 \ub530\ub974\uba74, 2023\ub144 \ub9d0 \uc911\uad6d\uc758 \ud0dc\uc591\uc804\uc9c0 \uc81c\uc870 \ub2a5\ub825\uc740 930 GW\/\ub144\uc5d0 \ub2ec\ud588\uc73c\uba70, 424 GW\/\ub144\uc774 \ucd94\uac00\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc0c1\ubc18\uae30\uc5d0\ub294 310 GW\uc758 \ud0dc\uc591\uc804\uc9c0\ub97c \uc0dd\uc0b0\ud558\uc5ec 2023\ub144 \ub3d9\uae30 \ub300\ube44 38.1% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. IEA \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc911\uad6d\uc740 2023\ub144\uc5d0 260 GW\uc758 \ud0dc\uc591\uad11 PV \uc6a9\ub7c9\uc744 \ucd94\uac00\ud558\uc5ec \uc804\ub144 \ub300\ube44 \uac70\uc758 \uc138 \ubc30\uc758 \uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd \uc5f0\ud569: \uc5d0\ub108\uc9c0 \uc704\uae30\uc5d0 \ub300\uc751\ud558\uc5ec 2023\ub144\uc5d0 61 GW\uc758 \ud0dc\uc591\uad11 PV\ub97c \ucd94\uac00\ud558\uc5ec 2022\ub144 \ub300\ube44 45% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. REPowerEU \uacc4\ud68d\uacfc Green Deal Industrial Plan\uc758 \uc0c8\ub85c\uc6b4 \uc815\ucc45 \ubc0f \ubaa9\ud45c\ub294 \ud5a5\ud6c4 \ud0dc\uc591\uad11 PV \ud22c\uc790\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   IEA \uc804\ub9dd: IEA\uc5d0 \ub530\ub974\uba74, NZE(Net Zero Emissions) \uc2dc\ub098\ub9ac\uc624\uc5d0 \ub9de\ucdb0 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 \uc57d 9212 TWh\uc758 \ud0dc\uc591\uad11 PV \ubc1c\uc804\uc744 \ub2ec\uc131\ud558\ub824\uba74 2024\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc57d 28%\uc758 \uafb8\uc900\ud55c \uc5f0\uac04 \uc131\uc7a5\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ub610\ud55c 2024\ub144 \ub0b4\ub0b4 PV \ubaa8\ub4c8 \uac00\uaca9\uc758 \uc9c0\uc18d\uc801\uc778 \ud558\ub77d\uc774 \uc804 \uc138\uacc4 \uc6a9\ub7c9 \uc131\uc7a5\uc744 \ub354\uc6b1 \ucd09\uc9c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4: \uc778\ub3c4\uc758 \ud0dc\uc591\uc804\uc9c0 \uc81c\uc870 \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 7-8\ubc30 \ud655\uc7a5\ub418\uc5b4 49-50GW\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2e0\uc7ac\uc0dd\uc5d0\ub108\uc9c0\ubd80\uc758 \uac1c\uc815\uc548 \ucd08\uc548\uc5d0 \ub530\ub77c 2026\ub144 4\uc6d4\uae4c\uc9c0 \ud0dc\uc591\uad11 PV \uc140\uc774 \uc2b9\uc778\ub41c \ubaa8\ub378 \ubc0f \uc81c\uc870\uc5c5\uccb4 \ubaa9\ub85d(ALMM)\uc5d0 \ud3ec\ud568\ub420 \uc608\uc815\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. FY2024 \uae30\uc900 \uc778\ub3c4\ub294 70GW\uc758 \ud0dc\uc591\uad11 \ubaa8\ub4c8 \uc124\uce58 \uc6a9\ub7c9\uacfc 7GW\uc758 \ud0dc\uc591\uc804\uc9c0 \uc124\uce58 \uc6a9\ub7c9\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \ud5a5\ud6c4 3\ub144\uac04 84GW\uac00 \ucd94\uac00\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \ud0dc\uc591\uc804\uc9c0 \uc2dc\uc7a5\uc5d0\uc11c \ud154\ub8e8\ub968 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc2dc\uc7a5 \uc9c0\ubc30\ub825<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ud154\ub8e8\ub968 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc2dc\uc7a5\uc744 \uacc4\uc18d \uc9c0\ubc30\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud154\ub8e8\ub968\uc740 \ud0dc\uc591\uc804\uc9c0, \ubc18\ub3c4\uccb4, \uc18c\ube44\uc7ac \uc804\uc790\uc81c\ud488, \uc5f4\uc804 \uc18c\uc790, \ud569\uae08\uc6a9 \uc57c\uae08, \uace0\ubb34 \uac00\ud669, \ud569\uc131 \uc12c\uc720 \ucd09\ub9e4, \uad11\uc218\uc6a9\uccb4, \ub1cc\uad00, \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9 \uc548\ub8cc \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\uc5d0 \uc0ac\uc6a9\ub418\uba70, \uc774\ub4e4 \ub300\ubd80\ubd84\uc758 \uc8fc\uc694 \uc2dc\uc7a5\uc774 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc911\uad6d: \uad11\ubc94\uc704\ud55c \ucc44\uad74 \uc791\uc5c5\uc744 \ud1b5\ud574 \uc138\uacc4 \ucd5c\uace0\uc758 \ud154\ub8e8\ub968 \uc0dd\uc0b0\uad6d\uc73c\ub85c\uc11c\uc758 \uc785\uc9c0\ub97c \ud655\uace0\ud788 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\ubc30\ub825\uc740 \uc6d0\uc790\uc7ac\uc758 \uc548\uc815\uc801\uc778 \uacf5\uae09\uc744 \ubcf4\uc7a5\ud558\uc5ec \uc911\uad6d\uc758 \uc804\uc790, \ubc18\ub3c4\uccb4 \ubc0f \ud0dc\uc591\uc804\uc9c0 \ubd80\ubb38\uc5d0 \ud070 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4: \uc5d0\ub108\uc9c0 \uacbd\uc81c \ubc0f \uae08\uc735 \ubd84\uc11d \uc5f0\uad6c\uc18c(IEEFA)\uc758 2024\ub144 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc778\ub3c4\uc758 PV \ubaa8\ub4c8 \uc218\ucd9c \uac00\uce58\ub294 2022 \ud68c\uacc4\uc5f0\ub3c4\ubd80\ud130 2024 \ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0 \ub2e8 2\ub144 \ub9cc\uc5d0 23\ubc30 \uc774\uc0c1 \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4. IBEF\uc5d0 \ub530\ub974\uba74, \uc778\ub3c4\uc758 \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc6a9\ub7c9\uc740 \uc9c0\ub09c 9\ub144\uac04 26\ubc30 \uc99d\uac00\ud558\uc5ec 2023\ub144 12\uc6d4 \uae30\uc900 73.32GW\uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4. 2023\ub144\uc5d0\ub9cc 7.5GW\uc758 \ud0dc\uc591\uad11 \ubc1c\uc804 \uc6a9\ub7c9\uc774 \ucd94\uac00\ub418\uc5c8\uace0, 2024\ub144 1\uc6d4\uc5d0\ub294 9008.47MW\uac00 \ucd94\uac00\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc2e0\uc7ac\uc0dd\uc5d0\ub108\uc9c0\ubd80\uc758 \uac1c\uc815\uc548 \ucd08\uc548\uc5d0 \ud06c\uac8c \uae30\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \uc77c\ubcf8: \uc804 \uc138\uacc4\uc801\uc778 \uc804\uae30\ucc28(EV) \uc804\ud658\uc5d0 \ub530\ub77c \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc774 \uce5c\ud658\uacbd \uc7a5\ube44\ub85c \uc804\ud658\ub418\uba74\uc11c \uc218\uc694\uac00 \uc99d\ud3ed\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2025\ub144\uc5d0\ub294 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc77c\ubcf8\uc804\uc790\uc815\ubcf4\uae30\uc220\uc0b0\uc5c5\ud611\ud68c(JEITA)\ub294 2025\ub144 \uad6d\ub0b4 \uc0dd\uc0b0\ub7c9\uc774 2024\ub144 11\uc870 2,984\uc5b5 \uc5d4(764.7\uc5b5 \ub2ec\ub7ec)\uc5d0\uc11c 3% \uc99d\uac00\ud55c 11\uc870 6,463\uc5b5 \uc5d4(773.6\uc5b5 \ub2ec\ub7ec)\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub530\ub77c\uc11c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \ud154\ub8e8\ub968 \uc218\uc694\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uac00\uc7a5 \ube60\ub978 \uc18d\ub3c4\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud154\ub8e8\ub968 \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc9c0\ubc30\ud558\ub294 \ud1b5\ud569\ub41c(consolidated) \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Aurubis AG, Central Drug House, Mitsubishi Materials Corporation, Sidhartha Metals, Rio Tinto \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2023\ub144 4\uc6d4: Rio Tinto\ub294 \uc720\ud0c0\uc8fc \uc194\ud2b8\ub808\uc774\ud06c\uc2dc\ud2f0 \uc778\uadfc\uc758 Kennecott \uad6c\ub9ac \uc81c\ub828\uc18c\uc5d0\uc11c \uad6c\ub9ac \uc81c\ub828 \uacfc\uc815\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc591\uadf9 \uc2ac\ub77c\uc784 \ud3d0\uae30\ubb3c\uc5d0\uc11c \ud154\ub8e8\ub968\uc744 \ucd94\ucd9c\ud558\ub294 \ud601\uc2e0\uc801\uc778 \ubc29\ubc95\uc744 \ubc1c\uacac\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2ac\ub77c\uc784 \ud3d0\uae30\ubb3c\uc5d0\ub294 \uc740, \uae08, \uc140\ub808\ub284, \ud154\ub8e8\ub968\uc744 \ud3ec\ud568\ud55c \uadc0\uae08\uc18d\uc774 \ud48d\ubd80\ud558\uac8c \ud568\uc720\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\ub294 \uc774 \ucd94\ucd9c\ub41c \uc2ac\ub77c\uc784\uc744 \ud2b9\uc218 \ud154\ub8e8\ub968 \ud68c\ub85c\ub97c \ud1b5\ud574 \ucc98\ub9ac\ud558\uba70, \uc774 \ud68c\ub85c\ub294 \uad6c\ub9ac \uce69, \uace0\uc628 \ubc0f \uad50\ubc18\uc744 \uc0ac\uc6a9\ud558\uc5ec \ubd80\uc0b0\ubb3c\ub85c \uad6c\ub9ac \ud154\ub8e8\ub77c\uc774\ub4dc\ub97c \uc0dd\uc0b0\ud569\ub2c8\ub2e4. \uc2ac\ub77c\uc784 \ucc98\ub9ac \ud6c4, \uc794\ub958 \ubd88\uc21c\ubb3c\uc744 \uc81c\uac70\ud558\uae30 \uc704\ud55c \uc6a9\uc561 \ucc98\ub9ac\uac00 \uc774\ub8e8\uc5b4\uc9c0\uba70, \ubd88\uc21c\ubb3c\uc740 \uad11\ubbf8\ub85c \ud3d0\uae30\ub429\ub2c8\ub2e4.<br \/>\n*   2022\ub144 5\uc6d4: Rio Tinto\ub294 \uc720\ud0c0\uc8fc Kennecott \uad6c\ub9ac \uad11\uc0b0\uc5d0\uc11c \ud154\ub8e8\ub968 \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud558\uc5ec, \ucca8\ub2e8 \ubc15\ub9c9 \ud0dc\uc591\uad11 \ud328\ub110\uc5d0 \ud544\uc218\uc801\uc778 \uc774 \ud575\uc2ec \uad11\ubb3c\uc758 \ubbf8\uad6d \ub0b4 \ub450 \uc0dd\uc0b0\uc790 \uc911 \ud558\ub098\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc2b5\ub2c8\ub2e4. Kennecott \uc815\uc81c\uc18c\uc5d0 \uc0c8\ub85c \uac74\uc124\ub41c 290\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud68c\ub85c\ub294 \uc5f0\uac04 \uc57d 20\ud1a4\uc758 \ud154\ub8e8\ub968\uc744 \uc0dd\uc0b0\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc0c1\uc5c5\uc801 \uacc4\uc57d\uc5d0 \ub530\ub77c, \uc815\uc81c\ub41c \ud154\ub8e8\ub968\uc740 \ud2b9\uc218 \ubc18\ub3c4\uccb4 \ubc0f \uace0\uc131\ub2a5 \uc7ac\ub8cc \ubd84\uc57c\uc758 \uc120\ub3c4\uc801\uc778 \uae00\ub85c\ubc8c \uae30\uc5c5\uc778 5N Plus\uc640 Rio Tinto\uc758 \ud611\ub825\uc744 \ud1b5\ud574 \ubd81\ubbf8\uc5d0\uc11c \ucc98\ub9ac\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud76c\uadc0\ud558\uace0 \ubd80\uc11c\uc9c0\uae30 \uc26c\uc6b4 \uce7c\ucf54\uac90 \uc900\uae08\uc18d\uc778 \ud154\ub8e8\ub968 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud154\ub8e8\ub968\uc740 \uc740\ubc31\uc0c9\uc744 \ub760\uba70, \uc9c0\uad6c\uc0c1\uc5d0\uc11c \uac00\uc7a5 \ud76c\uadc0\ud55c \uc6d0\uc18c \uc911 \ud558\ub098\uc784\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub2e4\uc591\ud55c \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c \uafb8\uc900\ud55c \uae00\ub85c\ubc8c \uc218\uc694\ub97c \ubcf4\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uccad\uc815\uc5d0\ub108\uc9c0 \ubd84\uc57c\uc5d0\uc11c \ud6a8\uc728\uc131, \ube44\uc6a9 \ud6a8\uc728\uc131 \ubc0f \ud655\uc7a5\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud558\uba70, \uc774\ub294 \uae00\ub85c\ubc8c \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubaa9\ud45c \ub2ec\uc131\uc758 \ud575\uc2ec \uc694\uc18c\uc785\ub2c8\ub2e4. \ud154\ub8e8\ub968\uc740 \uc8fc\ub85c \uad6c\ub9ac \ubc0f \uad6c\ub9ac-\uae08 \ubc18\uc554\ud615 \uad11\uc0c1\uc5d0\uc11c \uad6c\ub9ac \uc815\uc81c \uacfc\uc815\uc758 \ubd80\uc0b0\ubb3c\ub85c \ucd94\ucd9c\ub418\ubbc0\ub85c, \uadf8 \uc0dd\uc0b0\ub7c9\uc740 \uad6c\ub9ac \uc815\uc81c \uc0b0\uc5c5\uc5d0 \ud06c\uac8c \uc758\uc874\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc18c\ube44\uc790 \uac00\uc804\uc81c\ud488\uc5d0\uc11c\uc758 \uc0ac\uc6a9 \uc99d\uac00, \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \uc131\uc7a5, \uadf8\ub9ac\uace0 \uba54\ubaa8\ub9ac \uce69 \uc2dc\uc7a5\uc758 \ud655\ub300\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc81c\ud55c\ub41c \uac00\uc6a9\uc131\uacfc \ub3c5\uc131\uc73c\ub85c \uc778\ud55c \ud658\uacbd \ubb38\uc81c\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d\uacfc \uacf5\uae09\uc5c5\uccb4 \ubc0f \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4\ub97c \ud3ec\ud568\ud558\ub294 \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>\ud154\ub8e8\ub968 \uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615, \uc751\uc6a9 \ubd84\uc57c \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \uc81c\ud488 \uc720\ud615\ubcc4\ub85c\ub294 \uc21c\uc218 \uae08\uc18d, \ubd84\ub9d0, \ud654\ud569\ubb3c \ubc0f \uae30\ud0c0\ub85c \ub098\ub258\uba70, \uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \ud0dc\uc591 \uc804\uc9c0, \uc5f4\uc804 \uae30\uae30, \uc804\uc790 \uc81c\ud488, \uc218\uc740-\uce74\ub4dc\ubbb4-\ud154\ub8e8\ub77c\uc774\ub4dc, \uc5f4\ud654\uc0c1 \uc7a5\uce58, \uc57c\uae08 \ubc0f \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4 \ub4f1), \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \ub098\ub269\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc8fc\uc694 \uc9c0\uc5ed\uc5d0 \uac78\uccd0 27\uac1c\uad6d \uc774\uc0c1\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \uc608\uce21\ud558\uba70, \uac01 \uc138\uadf8\uba3c\ud2b8\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \ubd80\ud53c(\ud1a4)\ub97c \uae30\uc900\uc73c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\ud154\ub8e8\ub968 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2024\ub144 629.13\ud1a4\uc73c\ub85c \ucd94\uc815\ub418\uc5c8\uc73c\uba70, 2025\ub144\uc5d0\ub294 663.08\ud1a4\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ud6c4 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.12%\ub85c \uc131\uc7a5\ud558\uc5ec 2030\ub144\uc5d0\ub294 851.12\ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70, \uc608\uce21 \uae30\uac04(2025-2030\ub144) \ub3d9\uc548 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \ud569\ubcd1 \ubc0f \uc778\uc218, \ud569\uc791 \ud22c\uc790, \ud611\ub825 \ubc0f \uacc4\uc57d \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \ud65c\ub3d9\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uacfc \uc120\ub3c4 \uae30\uc5c5\ub4e4\uc758 \ucc44\ud0dd \uc804\ub7b5\uc744 \uc81c\uc2dc\ud558\uba70, Aurubis AG, Central Drug House, Mitsubishi Materials Corporation, Rio Tinto, Sidhartha Metals \ub4f1 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ud2b8\ub80c\ub4dc\ub85c\ub294 \ud5ec\uc2a4\ucf00\uc5b4 \uc0b0\uc5c5\uc5d0\uc11c \ud154\ub8e8\ub968\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud55c \uc5f0\uad6c\uc758 \uc9c0\uc18d\uacfc \uad11\uc804\uc790\uacf5\ud559 \ubd84\uc57c\uc5d0\uc11c\uc758 \uc801\uc6a9 \ud655\ub300\uac00 \uc8fc\ubaa9\ub429\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-32334","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\/32334"}],"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=32334"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32334\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}