{"id":32619,"date":"2026-02-09T07:32:04","date_gmt":"2026-02-09T07:32:04","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/nickel-based-batteries-for-electric-vehicles-market-mordor\/"},"modified":"2026-09-11T05:57:08","modified_gmt":"2026-09-10T20:57:08","slug":"nickel-based-batteries-for-electric-vehicles-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/nickel-based-batteries-for-electric-vehicles-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28\uc6a9 \ub2c8\ucf08 \uae30\ubc18 \ubc30\ud130\ub9ac \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\/nickel-based-batteries-for-electric-vehicles-market-1750336197119-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\/nickel-based-batteries-for-electric-vehicles-market-size-image-1768491648057.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 \uae00\ub85c\ubc8c EV \uc0dd\uc0b0\ub7c9\uc758 \uae09\uaca9\ud55c \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uacf5\uaca9\uc801\uc778 \ubc30\ucd9c\ub7c9 \uac10\ucd95 \uc758\ubb34 \ubc0f \uc7ac\uc815\uc801 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.3 OEM\uc758 \ucd08\uace0\uc18d \ucda9\uc804\uc774 \uac00\ub2a5\ud55c 800V \uace0\ub2c8\ucf08 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.4 LFP \ub300\ube44 \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 \ud654\ud559 \ubb3c\uc9c8\uc758 \ub354 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4<\/li>\n<li class=\"toc-level-3\">4.2.5 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub85c \uc778\ud55c \ub2c8\ucf08 \ubc30\ud130\ub9ac\uc758 kWh\ub2f9 \ube44\uc6a9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.6 \ud3d0\uc1c4 \ub8e8\ud504 \ub2c8\ucf08 \ud68c\uc218 \uc0c1\uc6a9\ud654<\/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 LFP\uc758 \uae09\uaca9\ud55c \ube44\uc6a9 \ud558\ub77d\uc73c\ub85c \uc778\ud55c \ub300\uc911 \uc2dc\uc7a5 BEV\uc758 \ub2c8\ucf08 \uc218\uc694 \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.3.2 1\ub4f1\uae09 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub2c8\ucf08\uc758 \ubd88\uc548\uc815\ud55c \uacf5\uae09 \ubc0f \uac00\uaca9<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\uccb4 \ub9ac\ud2ac \uae08\uc18d \ub85c\ub4dc\ub9f5\uc774 \uc7a5\uae30\uc801\uc778 \uad00\ub828\uc131\uc744 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc778\ub3c4\ub124\uc2dc\uc544 HPAL \ub2c8\ucf08 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c ESG \ubc18\ubc1c<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\/\uc18c\ube44\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<li class=\"toc-level-3\">4.7.5 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/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))<\/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>\uc804\uae30\ucc28\uc6a9 \ub2c8\ucf08 \uae30\ubc18 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2025\ub144 23.7\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 24.6\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 3.89%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c 29.8\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud604\uc7ac \uc774 \uc2dc\uc7a5\uc740 \uc131\uc219\uae30\uc5d0 \uc811\uc5b4\ub4e4\uc5b4, \ub300\ub7c9 \ud310\ub9e4 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc218\uc694\uac00 \uc815\uccb4\ub418\ub294 \uacbd\ud5a5\uc744 \ubcf4\uc774\uc9c0\ub9cc \ud504\ub9ac\ubbf8\uc5c4 \ubc0f \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ubd80\ubb38\uc5d0\uc11c\ub294 \uacac\uace0\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 400\ub9c8\uc77c \uc774\uc0c1\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc8fc\ub825 \ubaa8\ub378\uc5d0 \uace0\ub2c8\ucf08 \ubc30\ud130\ub9ac \ud654\ud559\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uc801\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \uc11c\uad6c \uc815\ubd80\ub4e4\uc740 \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \uad6d\ub0b4 \uad11\uc0b0 \ubc0f \uc815\uc81c \uc778\uc13c\ud2f0\ube0c\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 800V \uc804\uae30 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 OEM \uc804\ud658, BaaS(Battery-as-a-Service) \uacc4\uc57d \ucc44\ud0dd \uc99d\uac00, \uadf8\ub9ac\uace0 \uc7ac\ud65c\uc6a9 \ubd84\uc57c\ub85c\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc804\ub7b5\uc801 \uc6b0\uc120\uc21c\uc704\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc8fc\uc694 \ub0b4\uc6a9\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \ucd94\uc9c4 \uc720\ud615\ubcc4\ub85c\ub294 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc(PHEV)\uac00 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uba70 \uc21c\uc218 \uc804\uae30\ucc28(BEV)\uac00 \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc720\ud615\uc5d0\uc11c\ub294 \ucca8\ub2e8 NCA\/NCM \ud654\ud559\uc774 \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc694\uad6c\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ubc0f \uc7a5\uac70\ub9ac \uc8fc\ud589 \uc804\uae30\ucc28 \ubd80\ubb38\uc5d0\uc11c NCA\/NCM \ubc30\ud130\ub9ac\uc758 \uac15\uc138\uac00 \uc9c0\uc18d\ub420 \uac83\uc785\ub2c8\ub2e4. \ud55c\ud3b8, \ube44\uc6a9 \ud6a8\uc728\uc131\uacfc \uc548\uc804\uc131\uc744 \uc911\uc2dc\ud558\ub294 \ubcf4\uae09\ud615 \ubaa8\ub378 \ubc0f \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ubd80\ubb38\uc5d0\uc11c\ub294 LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac\uc758 \ucc44\ud0dd\uc774 \ube60\ub974\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70, \ud2b9\ud788 \uc911\uad6d\uc774 \uc804\uae30\ucc28 \uc0dd\uc0b0 \ubc0f \ubc30\ud130\ub9ac \uae30\uc220 \ud601\uc2e0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\uc640 \uc720\ub7fd \uc2dc\uc7a5\uc740 \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0 \uc815\ucc45\uacfc \ucda9\uc804 \uc778\ud504\ub77c \ud655\ucda9\uc5d0 \ud798\uc785\uc5b4 \ub192\uc740 \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\ub85c\ub294 \uc2b9\uc6a9\ucc28 \ubd80\ubb38\uc774 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc9c0\ub9cc, \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ubc0f \ub300\uc911\uad50\ud1b5 \ubd80\ubb38\uc5d0\uc11c\ub3c4 \uc804\uae30\ud654\uac00 \uac00\uc18d\ud654\ub418\uba74\uc11c \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \ub3d9\ub825\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<\/p>\n<p>\uc774 \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \uae30\uc220 \ud601\uc2e0, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 CATL, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ud30c\ub098\uc18c\ub2c9, \uc0bc\uc131SDI, BYD, SK\uc628 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \ubc30\ud130\ub9ac \uc140 \uc81c\uc870\ubfd0\ub9cc \uc544\ub2c8\ub77c \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS), \ubaa8\ub4c8 \ubc0f \ud329 \uae30\uc220 \uac1c\ubc1c\uc5d0\ub3c4 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc6d0\uc790\uc7ac \uacf5\uae09\ub9dd \uc548\uc815\ud654\uc640 \uc7ac\ud65c\uc6a9 \uae30\uc220 \uac1c\ubc1c\uc744 \ud1b5\ud574 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\uaddc \uc9c4\uc785 \uae30\uc5c5\ub4e4\uc740 \ud601\uc2e0\uc801\uc778 \uae30\uc220\uacfc \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc5d0 \ub3c4\uc804\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc804\ubc18\uc801\uc778 \uc2dc\uc7a5 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\uae30\ucc28(EV)\uc6a9 \ub2c8\ucf08 \uae30\ubc18 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \ub2c8\ucf08 \ub9ac\uce58 \ud654\ud559, NiMH, NiCd, Ni-Fe, \uace0\ub2c8\ucf08 \ub9ac\ud2ac\uc774\uc628(NCA\/NCM 70% \uc774\uc0c1 \ub2c8\ucf08 \ud568\uc720) \uc591\uadf9\uc7ac\ub97c \uae30\ubc18\uc73c\ub85c BEV, HEV, PHEV, FCEV \ub4f1 \ub2e4\uc591\ud55c \uc804\uae30\ucc28 \ud50c\ub7ab\ud3fc\uc5d0 \uc7a5\ucc29\ub418\ub294 \ucda9\uc804\uc2dd \ubc30\ud130\ub9ac \ud329\uc744 \ub300\uc0c1\uc73c\ub85c \ud569\ub2c8\ub2e4. LFP, \uc804\uace0\uccb4 \ud504\ub85c\ud1a0\ud0c0\uc785, 12V \ubcf4\uc870 \ubc30\ud130\ub9ac, \uace0\uc815\uc2dd \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc740 \uc804 \uc138\uacc4 EV \uc0dd\uc0b0\ub7c9 \uae09\uc99d, \uacf5\uaca9\uc801\uc778 \ubc30\ucd9c\uac00\uc2a4 \uac10\ucd95 \uc758\ubb34 \ubc0f \uc7ac\uc815\uc801 \uc778\uc13c\ud2f0\ube0c, \ucd08\uace0\uc18d \ucda9\uc804\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 800V \uace0\ub2c8\ucf08 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 OEM \uc804\ud658, LFP \ub300\ube44 \ub2c8\ucf08 \ub9ac\uce58 \ud654\ud559\uc758 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10, \uadf8\ub9ac\uace0 \ud3d0\uc1c4 \ub8e8\ud504 \ub2c8\ucf08 \ud68c\uc218 \uae30\uc220 \uc0c1\uc5c5\ud654 \ub4f1\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 LFP \ubc30\ud130\ub9ac \ube44\uc6a9 \uae09\ub77d\uc73c\ub85c \uc778\ud55c \ub300\uc911 \uc2dc\uc7a5 BEV \ub2c8\ucf08 \uc218\uc694 \uc7a0\uc2dd, 1\ub4f1\uae09 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub2c8\ucf08\uc758 \ubd88\uc548\uc815\ud55c \uacf5\uae09 \ubc0f \uac00\uaca9, \uc804\uace0\uccb4 \ub9ac\ud2ac \uae08\uc18d \ub85c\ub4dc\ub9f5\uc758 \uc7a5\uae30\uc801 \uc704\ud611, \uc778\ub3c4\ub124\uc2dc\uc544 HPAL \ub2c8\ucf08 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uc5ed\ud48d \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uc804\uae30\ucc28\uc6a9 \ub2c8\ucf08 \uae30\ubc18 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2026\ub144 24.6\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 29.8\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 3.89%\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc720\ub7fd\uc774 2025\ub144 43.95%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \ud604\uc7ac \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 4.89%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ucd94\uc9c4 \uc720\ud615(BEV, HEV, PHEV, FCEV), \ubc30\ud130\ub9ac \uc720\ud615(NiMH, NiCd, Ni-Fe, Ni-Zn, \uace0\ub2c8\ucf08 \ub9ac\ud2ac\uc774\uc628), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uc0c1\uc6a9\ucc28, \uc774\ub95c\/\uc0bc\ub95c\ucc28, \ube44\ub3c4\ub85c\uc6a9\/\ud2b9\uc218 \ubaa9\uc801 EV), \ud3fc \ud329\ud130(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58\ud615), \uc804\uc555 \uc544\ud0a4\ud14d\ucc98(400V \uc774\ud558, 800V, 800V \ucd08\uacfc), \ucd5c\uc885 \uc0ac\uc6a9\uc790(OEM \uc870\ub9bd \ub77c\uc778, \ubc30\ud130\ub9ac \ub9ac\uc2a4\/BaaS \uc81c\uacf5\uc5c5\uccb4, \ucc28\ub7c9 \uc6b4\uc601\uc790, \uc560\ud504\ud130\ub9c8\ucf13\/\uac1c\uc870\uc5c5\uccb4), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc8fc\uc694 \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \ud575\uc2ec \ub3d9\ud5a5\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28(PHEV)\ub294 \ub354 \uae34 \uc804\uae30 \uc804\uc6a9 \uc8fc\ud589\uac70\ub9ac\ub97c \uc81c\uacf5\ud558\uae30 \uc704\ud574 \uace0\ub2c8\ucf08 \ud654\ud559\uc744 \uc0ac\uc6a9\ud558\uc5ec 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 64.08%\ub85c \ub2c8\ucf08 \ubc30\ud130\ub9ac \uc218\uc694\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 800V \uc2dc\uc2a4\ud15c\uc740 \ucd08\uace0\uc18d \ucda9\uc804\uacfc \uad6c\ub9ac \uc911\ub7c9 \uac10\uc18c\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ub2c8\ucf08 \ub9ac\uce58 \ud329\uc744 \ud65c\uc6a9\ud558\uc5ec \ud504\ub9ac\ubbf8\uc5c4 \ubd80\ubb38\uc5d0\uc11c \uc218\uc694\ub97c \uac15\ud654\ud558\uba70, 2025\ub144 \uc124\uce58\uc758 65.92%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. LFP \ubc30\ud130\ub9ac\uc758 \ube44\uc6a9 \ud558\ub77d(80\ub2ec\ub7ec\/kWh \ubbf8\ub9cc)\uc740 \ub300\uc911 \uc2dc\uc7a5 BEV\uc5d0\uc11c \ub2c8\ucf08\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \uc57d\ud654\uc2dc\ucf1c, \ub2c8\ucf08 \uc0ac\uc6a9\uc774 \ud504\ub9ac\ubbf8\uc5c4 \ubc0f \uc0c1\uc5c5\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc73c\ub85c \uc804\ud658\ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 CATL, BYD, LG \uc5d0\ub108\uc9c0 \uc194\ub8e8\uc158\uc774 \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\ub85c \uc5b8\uae09\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 1-10 \uc2a4\ucf00\uc77c\uc5d0\uc11c 7\uc810\uc73c\ub85c \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \ud568\uaed8 \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uadf8\ub9ac\uace0 \uc8fc\uc694 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud558\uc5ec \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \uc774\ud574\ub97c \ub3d5\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc720\ub7fd, \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc591\uadf9\uc7ac \uacf5\uae09\uc5c5\uccb4, \uc140 \uc81c\uc870\uc5c5\uccb4, \uc870\ub2ec \uad00\ub9ac\uc790\uc640\uc758 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 \uad6d\uc81c \uc5d0\ub108\uc9c0 \uae30\uad6c, UN Comtrade, OICA \ub4f1\uc758 \uacf5\uac1c \ub370\uc774\ud130\uc14b \ubc0f \uc720\ub8cc \ud3ec\ud138\uc744 \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ucd94\uc815 \ubc0f \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \uacb0\ud569\ud558\uc5ec \ub2c8\ucf08 \ubc30\ud130\ub9ac \uc218\uc694\ub97c \ub3c4\ucd9c\ud558\uba70, \ub370\uc774\ud130\ub294 \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8 \ubc0f \uac80\uc99d \uacfc\uc815\uc744 \uac70\uccd0 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud569\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-32619","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\/32619"}],"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=32619"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32619\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}