{"id":33847,"date":"2026-02-10T02:08:54","date_gmt":"2026-02-10T02:08:54","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-li-ion-battery-market-mordor\/"},"modified":"2026-09-11T04:53:52","modified_gmt":"2026-09-10T19:53:52","slug":"automotive-li-ion-battery-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-li-ion-battery-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc790\ub3d9\ucc28 \ub9ac\ud2ac \uc774\uc628 \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\/automotive-li-ion-battery-market-1749560227424-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\/automotive-li-ion-battery-market-size-image-1767807232689.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 2030\ub144\uae4c\uc9c0 \uae09\uc99d\ud558\ub294 \uae00\ub85c\ubc8c EV \uc0dd\uc0b0 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\ub2c8\ucf08 \ubc0f LMFP \ud654\ud559\ubb3c\uc9c8\ub85c \uc778\ud55c \uc140 \ube44\uc6a9 \uae09\uac10<\/li>\n<li class=\"toc-level-3\">4.2.3 \uae30\uac00\ud329\ud1a0\ub9ac \uacfc\uc789 \uacf5\uae09\uc73c\ub85c \ud329 \uac00\uc6a9\uc131 \ud655\ubcf4<\/li>\n<li class=\"toc-level-3\">4.2.4 IRA \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc81c \ud604\uc9c0\ud654 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 OEM \uc8fc\ub3c4 \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9 \ud30c\ud2b8\ub108\uc2ed<\/li>\n<li class=\"toc-level-3\">4.2.6 \ucc28\ub7c9-\uadf8\ub9ac\ub4dc(V2G) \ucc28\ub7c9\uad70 \uc218\uc775\ud654 \ubaa8\ub378<\/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 \ud0c4\uc0b0\ub9ac\ud2ac \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud654\uc7ac \uc548\uc804 \ub9ac\ucf5c \ube44\uc6a9\uc774 \uc794\uc874 \uac00\uce58\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e0\uaddc \uc6d0\uc790\uc7ac \uad11\uc0b0 \ud5c8\uac00 \uc9c0\uc5f0<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc724\ub9ac\uc801\uc778 \ucf54\ubc1c\ud2b8 \uc870\ub2ec\uc5d0 \ub300\ud55c \uc18c\ube44\uc790 \uc6b0\ub824<\/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\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\uc7ac\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))<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 (BEV)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (PHEV)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (HEV)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28 (FCEV)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucc44\ub110 \ud310\ub9e4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 OEM<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc560\ud504\ud130\ub9c8\ucf13<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc30\ud130\ub9ac \ud654\ud559\ubb3c\uc9c8\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 NMC<\/li>\n<li class=\"toc-level-3\">5.3.2 LFP<\/li>\n<li class=\"toc-level-3\">5.3.3 NCA<\/li>\n<li class=\"toc-level-3\">5.3.4 LMFP \/ LFMP<\/li>\n<li class=\"toc-level-3\">5.3.5 LTO<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc140 \ud615\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc6d0\ud1b5\ud615<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac01\ud615<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud30c\uc6b0\uce58\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc6a9\ub7c9 \ubc94\uc704\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 30 kWh \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.5.2 30\u201360 kWh<\/li>\n<li class=\"toc-level-3\">5.5.3 60\u201390 kWh<\/li>\n<li class=\"toc-level-3\">5.5.4 90 kWh \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uae30\ud0c0 \ubd81\ubbf8 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uce60\ub808<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \uae30\ud0c0 \ub0a8\ubbf8 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \ub178\ub974\uc6e8\uc774<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uae30\ud0c0 \uc720\ub7fd \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 UAE<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.4 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed<\/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, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \ucee8\ud15c\ud3ec\ub7ec\ub9ac \uc554\ud398\ub809\uc2a4 \ud14c\ud06c\ub180\ub85c\uc9c0 (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.2 LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158<\/li>\n<li class=\"toc-level-3\">6.4.3 \ud30c\ub098\uc18c\ub2c9 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.4 BYD Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc0bc\uc131 SDI<\/li>\n<li class=\"toc-level-3\">6.4.6 SK \uc628<\/li>\n<li class=\"toc-level-3\">6.4.7 CALB \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.8 EVE \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.9 \ud30c\ub77c\uc2dc\uc2a4 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.10 \uace0\uc158 \ud558\uc774\ud14c\ud06c<\/li>\n<li class=\"toc-level-3\">6.4.11 \uc5d4\ube44\uc804 AESC<\/li>\n<li class=\"toc-level-3\">6.4.12 SVOLT \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.13 \ud188\uc9c4 \ub9ac\uc174<\/li>\n<li class=\"toc-level-3\">6.4.14 GS \uc720\uc544\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.15 \ub3c4\uc2dc\ubc14 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.16 \ud788\ud0c0\uce58 \uc544\uc2a4\ud14c\ubaa8<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc635\ud2f0\uba48 \ub098\ub178<\/li>\n<li class=\"toc-level-3\">6.4.18 \ub9c8\uc774\ud06c\ub85c\ubc30\uc2a4\ud2b8<\/li>\n<li class=\"toc-level-3\">6.4.19 \uc2a4\ud1a0\uc5b4\ub2f7<\/li>\n<li class=\"toc-level-3\">6.4.20 \ud000\ud140\uc2a4\ucf00\uc774\ud504<\/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 \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc790\ub3d9\ucc28 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc790\ub3d9\ucc28 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ucc28\ub7c9 \uc720\ud615, \ud310\ub9e4 \ucc44\ub110, \ubc30\ud130\ub9ac \ud654\ud559, \uc140 \ud615\uc2dd, \uc6a9\ub7c9 \ubc94\uc704 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uc608\uce21\ud558\uba70, \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \ud2b8\ub80c\ub4dc \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>Mordor Intelligence\uc5d0 \ub530\ub974\uba74, \uc790\ub3d9\ucc28 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2026\ub144\uc5d0 750\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, 2025\ub144 641\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 1,642\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 16.95%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ub0a8\uc544\uba54\ub9ac\uce74\uac00 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \uc5ec\ub7ec \uc694\uc778\uc774 \ubcf5\ud569\uc801\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804 \uc138\uacc4\uc801\uc778 \uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \uc758\ubb34\ud654: \uc720\ub7fd\uc5f0\ud569\uc758 2035\ub144\uae4c\uc9c0 100% \ubb34\uacf5\ud574 \ucc28\ub7c9 \ud310\ub9e4 \ubaa9\ud45c\uc640 \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 2030\ub144\uae4c\uc9c0 \uc2e0\uaddc \uacbd\ub7c9 \ucc28\ub7c9 \ud310\ub9e4\uc758 68% \ubb34\uacf5\ud574 \ucc28\ub7c9 \uc758\ubb34\ud654 \ub4f1 \uac15\ub825\ud55c \uaddc\uc81c \uc555\ub825\uc774 \ubc30\ud130\ub9ac \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144\uc5d0\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc57d 1,700\ub9cc \ub300\uc758 EV\uac00 \ud310\ub9e4\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774 \uc911 \uc911\uad6d\uc774 1,100\ub9cc \ub300\ub97c \ucc28\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 2030\ub144\uae4c\uc9c0 \uc804\ub3d9\ud654\uc5d0 1\uc870 2\ucc9c\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud560 \uacc4\ud68d\uc774\uba70, \uc774\ub294 \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ud655\ubcf4\ud558\uace0 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud1b5\ud574 \ubc30\ud130\ub9ac \ube44\uc6a9 \uc808\uac10\uc744 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc140 \ube44\uc6a9 \ud558\ub77d: \uace0\ub2c8\ucf08 \ubc0f LMFP(\ub9ac\ud2ac \ub9dd\uac04 \uc778\uc0b0\ucca0) \ud654\ud559 \ubb3c\uc9c8\uc758 \ubc1c\uc804\uc73c\ub85c \uc140 \ube44\uc6a9\uc774 \uae09\uaca9\ud788 \ud558\ub77d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \ud3c9\uade0 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9\uc740 \uc804\ub144 \ub300\ube44 14% \ud558\ub77d\ud558\uc5ec kWh\ub2f9 \uc57d 152\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ucd5c\uc801\ud654\ub41c LFP \ub77c\uc778\uc5d0\uc11c \uc774\ubbf8 kWh\ub2f9 100\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uac00\uaca9\uc744 \uc81c\uc2dc\ud558\uace0 \uc788\uc5b4, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc911\uae09 \ubaa8\ub378\uc758 \ucc28\ub7c9 \uac00\uaca9\uc744 \ucd5c\ub300 6,000\ub2ec\ub7ec\uae4c\uc9c0 \ub0ae\ucd9c \uc218 \uc788\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uace0\ub2c8\ucf08 \uc591\uadf9\uc7ac\ub294 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c 10% \ub192\uc774\uace0, LMFP\ub294 \uae30\uc874 NMC \ub300\ube44 \uc7ac\ub8cc \ube44\uc6a9\uc744 20~30% \uc808\uac10\ud569\ub2c8\ub2e4. 2027\ub144\uae4c\uc9c0 500Wh\/kg\uc758 \uace0\ubc00\ub3c4 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uc2dc\uc81c\ud488\uc774 \ub4f1\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ud5a5\ud6c4 \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8 \uc120\ud638\ub3c4\ub97c \uc7ac\ud3b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud604\uc9c0\ud654 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc81c\ub294 \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc758 \ud604\uc9c0\ud654\ub97c \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d IRA\ub294 2024\ub144 50%, 2029\ub144 100%\uc758 \uad6d\ub0b4 \ubc30\ud130\ub9ac \ubd80\ud488 \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \ucc28\ub7c9\uc5d0 7,500\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0 1,670\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc140 \ud22c\uc790\ub97c \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4. EU \ubc30\ud130\ub9ac \uaddc\uc81c\ub294 \ud0c4\uc18c \ubc1c\uc790\uad6d \uacf5\uac1c \ubc0f \uc7ac\ud65c\uc6a9 \uc7ac\ub8cc \ud568\ub7c9 \uae30\uc900\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \ud604\uc9c0 \uc0dd\uc0b0\uc744 \ud1b5\ud574 \ucda9\uc871\ud558\uae30 \ub354 \uc6a9\uc774\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uacf5\uae09 \uacfc\uc789: 2024\ub144 \uc804 \uc138\uacc4 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc740 894.4GWh\uc5d0 \ub2ec\ud588\uc9c0\ub9cc, \uc2e4\uc81c \uc218\uc694\ub294 \ud6e8\uc52c \ub0ae\uc544 \uc911\uad6d\uc758 \uac00\ub3d9\ub960\uc740 51.1%\uc5d0 \uadf8\ucce4\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacf5\uae09 \uacfc\uc789\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0 \ud611\uc0c1\ub825\uc744 \ubd80\uc5ec\ud558\uace0, \uc801\uc2dc \uc7ac\uace0\ub97c \uc9c0\uc6d0\ud558\uba70, \uae09\uc18d \ucda9\uc804 \ubc0f \uc0ac\uc774\ud074 \uc218\uba85 \uae30\ub2a5\uc758 \ube60\ub978 \uac1c\uc120\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc758 1,800\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc640 \ubbf8\uad6d\uc758 1,100GWh \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \ub77c\uc778 \uad6c\ucd95 \uacc4\ud68d\uc740 \uc9c0\uc815\ud559\uc801 \ucda9\uaca9\uc5d0 \ub300\ud55c \uc644\ucda9 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uacfc\uc789 \uacf5\uae09\uc740 \uac00\uaca9 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc758 \uc7ac\ubb34 \uac74\uc804\uc131\uc744 \uc555\ubc15\ud558\uc5ec, 2025\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4\uc801\uc73c\ub85c 40\uac1c \ubbf8\ub9cc\uc758 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub9cc \uc0dd\uc874\ud560 \uc218 \uc788\ub294 \uad6c\uc870\uc870\uc815\uc744 \uac00\uc18d\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc774 \uc678\uc5d0\ub3c4 \ucc28\ub7c9-\uadf8\ub9ac\ub4dc(V2G) \uc218\uc775\ud654 \ubaa8\ub378\uacfc OEM \uc8fc\ub3c4\uc758 \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9 \ud30c\ud2b8\ub108\uc2ed \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   \ud0c4\uc0b0\ub9ac\ud2ac \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc131: 2024\ub144 \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9\uc740 \uc0c8\ub85c\uc6b4 \ud638\uc8fc \ubc0f \uce60\ub808 \uad11\uc0b0\uc758 \uacf5\uae09 \uacfc\uc789\uc73c\ub85c \uc778\ud574 \ud1a4\ub2f9 80,000\ub2ec\ub7ec\uc5d0\uc11c 13,000\ub2ec\ub7ec \uc218\uc900\uc73c\ub85c 90% \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ub3d9\uc131\uc740 \uc218\uc9c1 \ud1b5\ud569\ub418\uc9c0 \uc54a\uc740 \uc140 \uc81c\uc870\uc5c5\uccb4\uc758 \uc608\uc0b0 \uacc4\ud68d\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4e4\uace0 \ud655\uc7a5 \uacb0\uc815\uc744 \uc9c0\uc5f0\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud654\uc7ac \uc548\uc804 \ub9ac\ucf5c \ube44\uc6a9: 2018\ub144\ubd80\ud130 2023\ub144 \uc0ac\uc774\uc5d0 \ubc30\ud130\ub9ac \uad00\ub828 \ucc28\ub7c9 \ub9ac\ucf5c\uc774 \ud06c\uac8c \uc99d\uac00\ud588\uc73c\uba70, \uc250\ubcf4\ub808, \ud604\ub300, \uc544\uc6b0\ub514 \ub4f1\uc5d0\uc11c \ubc1c\uc0dd\ud55c \uc0ac\uace0\ub294 \uc18c\ube44\uc790 \uc2e0\ub8b0\ub97c \uc190\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ub9ac\ucf5c \uc870\uce58\uc5d0\ub294 \ucc28\ub7c9\ub2f9 10,000~15,000\ub2ec\ub7ec\uc758 \ube44\uc6a9\uc774 \ub4e4\uba70, \uc911\uace0 EV \uc7ac\ud310\ub9e4 \uac00\uaca9\uc744 \ud558\ub77d\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uaddc \uc6d0\uc790\uc7ac \uad11\uc0b0 \ud5c8\uac00 \uc9c0\uc5f0\uacfc \uc724\ub9ac\uc801\uc778 \ucf54\ubc1c\ud2b8 \uc870\ub2ec\uc5d0 \ub300\ud55c \uc18c\ube44\uc790 \uc6b0\ub824 \ub610\ud55c \uc2dc\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ucc28\ub7c9 \uc720\ud615: \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\uac00 2025\ub144 \ub9e4\ucd9c\uc758 63.12%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc758 \ud575\uc2ec \ubd80\ubb38\uc784\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 BEV \uacbd\uc0c1\uc6a9\ucc28(LCV)\ub294 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9\uc758 \uc8fc\ud589 \uac70\ub9ac\uac00 \uae38\uc5b4 \uc5f0\ub8cc \uc808\uac10 \ud6a8\uacfc\uac00 \ub354 \ube68\ub9ac \ub098\ud0c0\ub098\uae30 \ub54c\ubb38\uc5d0 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 34.20%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc(PHEV)\ub294 \ucda9\uc804 \uc778\ud504\ub77c\uac00 \ubd80\uc871\ud55c \uc9c0\uc5ed\uc5d0\uc11c, \uae30\uc874 \ud558\uc774\ube0c\ub9ac\ub4dc(HEV)\ub294 \uacfc\ub3c4\uae30\uc801 \uae30\uc220\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud310\ub9e4 \ucc44\ub110 \uc720\ud615: OEM(Original Equipment Manufacturer)\uc774 2025\ub144 \ubc30\ud130\ub9ac \ub9e4\ucd9c\uc758 80.94%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2e0\ucc28 \ucd9c\uc2dc \uc218\uc694\ub97c \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ucd08\uae30 EV \ucc28\ub7c9\uc758 \uc218\uba85\uc774 \ub2e4\ud568\uc5d0 \ub530\ub77c \uc560\ud504\ud130\ub9c8\ucf13\uc758 \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc73c\uba70, \uc5f0\uac04 31.75%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\ub9bd \uc11c\ube44\uc2a4 \ub124\ud2b8\uc6cc\ud06c\uc640 \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\ub4e4\uc740 \ucd94\uc9c4\uc5d0\ub294 \ubd80\uc801\ud569\ud558\uc9c0\ub9cc \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\ub85c\ub294 \uc5ec\uc804\ud788 \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ubaa8\ub4c8\uc5d0\uc11c \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\uae30 \uc704\ud574 \uc900\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8: \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP) \ud329\uc774 \uc5f4 \uc548\uc815\uc131\uacfc \ub0ae\uc740 \uc6d0\uc790\uc7ac \ube44\uc6a9\uc744 \ubc14\ud0d5\uc73c\ub85c 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 44.75%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uc2b5\ub2c8\ub2e4. \ub9dd\uac04\uc744 \ud63c\ud569\ud558\uc5ec \uc804\uc555\uc744 \ub192\uc778 LMFP\ub294 \ube44\uc6a9\uc774\ub098 \uc548\uc804\uc131\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uac1c\uc120\ud558\uc5ec 30.95%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ud654\ud559 \ubb3c\uc9c8\uc785\ub2c8\ub2e4. \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 NMC \ubc0f NCA \ubcc0\ud615\uc740 \ucd5c\ub300 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc694\uad6c\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ub378\uc5d0\uc11c \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ub192\uc740 \ube44\uc6a9\uacfc \uc6d0\uc790\uc7ac \uacf5\uae09\uc758 \ubd88\uc548\uc815\uc131\uc73c\ub85c \uc778\ud574 \uc810\uc720\uc728\uc740 \uc810\ucc28 \uac10\uc18c\ud558\ub294 \ucd94\uc138\uc785\ub2c8\ub2e4. \ud55c\ud3b8, \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac(SIB)\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \ud654\ud559 \ubb3c\uc9c8\uc740 \uc800\uac00\ud615 \uc2dc\uc7a5\uacfc \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58(ESS) \ubd84\uc57c\uc5d0\uc11c \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc8fc\uba70 \uc5f0\uad6c \uac1c\ubc1c\uc774 \ud65c\ubc1c\ud788 \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5: \uc911\uad6d\uc740 2025\ub144 \uc804 \uc138\uacc4 \ubc30\ud130\ub9ac \uc218\uc694\uc758 55% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70 \uc555\ub3c4\uc801\uc778 \uc120\ub450\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uac15\ub825\ud55c \uc815\ubd80 \uc9c0\uc6d0, \ub300\uaddc\ubaa8 \uad6d\ub0b4 EV \uc2dc\uc7a5, \uadf8\ub9ac\uace0 \uc138\uacc4 \ucd5c\ub300\uc758 \ubc30\ud130\ub9ac \uc81c\uc870 \uc5ed\ub7c9\uc5d0 \ud798\uc785\uc740 \uacb0\uacfc\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc740 \uc5c4\uaca9\ud55c \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c\uc640 \ud604\uc9c0 \uc0dd\uc0b0 \uc778\uc13c\ud2f0\ube0c\ub97c \ud1b5\ud574 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, 2025\ub144\uae4c\uc9c0 \uc5f0\uac04 25% \uc774\uc0c1\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ubd81\ubbf8\ub294 IRA(\uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95)\uc640 \uac19\uc740 \uc815\ucc45\uc744 \ud1b5\ud574 \uad6d\ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd \uad6c\ucd95\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58 \ubd80\ubb38\uc5d0\uc11c \ud070 \uc131\uc7a5\uc774 \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc790\ub3d9\ucc28 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV), \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28(PHEV), \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28(HEV), \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28(FCEV) \ub4f1 \uc804 \uc138\uacc4 \uc2b9\uc6a9 \ubc0f \uc0c1\uc6a9\ucc28\ub97c \uad6c\ub3d9\ud558\ub294 \ud2b8\ub799\uc158 \ubc30\ud130\ub9ac \ud329 \ubc0f \ubaa8\ub4c8\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc218\uc775\uc744 \uc911\uc2ec\uc73c\ub85c \uc9c4\ud589\ub429\ub2c8\ub2e4. \uc774\ub294 2024\ub144 \ubd88\ubcc0 \ubbf8\uad6d \ub2ec\ub7ec \uae30\uc900\uc73c\ub85c \ucc28\ub7c9 OEM\uc5d0 \ub300\ud55c \ucd5c\ucd08 \uc7a5\ucc29 \ud310\ub9e4\ub97c \ud3ec\ud568\ud558\uba70, 12V SLI \ubc30\ud130\ub9ac, \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c, \ube44\ub9ac\ud2ac \ud654\ud559 \ubb3c\uc9c8 \ubc0f \uc6d0\uc790\uc7ac \uac70\ub798\ub294 \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 2030\ub144\uae4c\uc9c0 \uae09\uc99d\ud558\ub294 \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc0dd\uc0b0 \uc758\ubb34, \uace0\ub2c8\ucf08 \ubc0f LMFP \ud654\ud559 \ubb3c\uc9c8\uc758 \uc140 \ube44\uc6a9 \uae09\uac10, \uae30\uac00\ud329\ud1a0\ub9ac \uacf5\uae09 \uacfc\uc789\uc73c\ub85c \uc778\ud55c \ud329 \uac00\uc6a9\uc131 \ud655\ubcf4, IRA \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc81c\uc5d0 \ub530\ub978 \ud604\uc9c0\ud654 \uc778\uc13c\ud2f0\ube0c, OEM \uc8fc\ub3c4\uc758 \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9 \ud30c\ud2b8\ub108\uc2ed, \uadf8\ub9ac\uace0 \ucc28\ub7c9-\uadf8\ub9ac\ub4dc(V2G) \uc218\uc775\ud654 \ubaa8\ub378 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc131, \ud654\uc7ac \uc548\uc804 \ub9ac\ucf5c \ube44\uc6a9\uc73c\ub85c \uc778\ud55c \uc794\uc874 \uac00\uce58 \ud558\ub77d, \uc2e0\uaddc \uc6d0\uc790\uc7ac \uad11\uc0b0 \ud5c8\uac00 \uc9c0\uc5f0, \uc724\ub9ac\uc801 \ucf54\ubc1c\ud2b8 \uc870\ub2ec\uc5d0 \ub300\ud55c \uc18c\ube44\uc790 \uc6b0\ub824 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ucc28\ub7c9 \uc720\ud615(BEV, PHEV, HEV, FCEV), \ucc44\ub110 \ud310\ub9e4 \uc720\ud615(OEM, \uc560\ud504\ud130\ub9c8\ucf13), \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8(NMC, LFP, NCA, LMFP\/LFMP, LTO), \uc140 \ud615\uc2dd(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58), \uc6a9\ub7c9 \ubc94\uc704(30kWh \ubbf8\ub9cc, 30-60kWh, 60-90kWh, 90kWh \ucd08\uacfc), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uc790\ub3d9\ucc28 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2026\ub144 750\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 1,642\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 16.95%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 48.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc911\uad6d\uc774 \uc140 \uc0dd\uc0b0\ub7c9\uc758 \uc57d 80%\ub97c \ub2f4\ub2f9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8 \uc911\uc5d0\uc11c\ub294 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \uc548\uc804\uc131 \ubc0f \ube44\uc6a9 \uc774\uc810\uc744 \uade0\ud615 \uc788\uac8c \uc81c\uacf5\ud558\ub294 LMFP\uac00 \uc5f0\ud3c9\uade0 30.95%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc0bc\uc131 SDI\uc640 \uac19\uc740 \uc120\ub3c4 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 2027\ub144\uae4c\uc9c0 \uc0c1\uc5c5\uc6a9 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \ub77c\uc778\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, \uc560\ud504\ud130\ub9c8\ucf13 \ubc30\ud130\ub9ac \uc218\uc694\ub294 \ucd08\uae30 \uc804\uae30\ucc28 \ucc28\ub7c9\uc758 \ub178\ud6c4\ud654\uc5d0 \ub530\ub77c \uc5f0\uac04 31.75%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uc0c8\ub85c\uc6b4 \uc11c\ube44\uc2a4 \ubc0f \uc7ac\ud65c\uc6a9 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f CATL, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ud30c\ub098\uc18c\ub2c9 \uc5d0\ub108\uc9c0, BYD, \uc0bc\uc131 SDI, SK \uc628 \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860\uc740 \uc140 \uc81c\uc870\uc5c5\uccb4, \ucc28\ub7c9 OEM \ubc30\ud130\ub9ac \uad6c\ub9e4\uc790, \uc591\uadf9 \ud65c\ubb3c\uc9c8 \uacf5\uae09\uc5c5\uccb4 \ubc0f \uc9c0\uc5ed e-\ubaa8\ube4c\ub9ac\ud2f0 \ud611\ud68c\uc640\uc758 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 \uad6d\uc81c \uc5d0\ub108\uc9c0 \uae30\uad6c(IEA), OICA \uc0dd\uc0b0 \ub370\uc774\ud130, UN Comtrade \uc218\ucd9c \uae30\ub85d \ub4f1 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uacf5\uac1c \ucd9c\ucc98 \ubc0f BloombergNEF \uac00\uaca9 \ub3d9\ud5a5\uc744 \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \ud558\ud5a5\uc2dd \ucc28\ub7c9 \ud310\ub9e4 \ubc0f \uc6b4\ud589 \ubaa8\ub378\uc744 \uad6c\ucd95\ud558\uace0, \uc8fc\uc694 \uc140 \uc81c\uc870\uc5c5\uccb4\uc758 \ucd9c\ud558\ub7c9 \ubc0f \uae30\uac00\ud329\ud1a0\ub9ac \uc6a9\ub7c9\uc5d0 \ub300\ud55c \uc0c1\ud5a5\uc2dd \ubd84\uc11d\uacfc \uad50\ucc28 \uac80\uc99d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc5c4\uaca9\ud55c \ud3ec\ud568 \uae30\uc900, \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8 \uc8fc\uae30, \ud22c\uba85\ud55c \ubcc0\uc218 \ubc0f \uc774\uc911 \uacbd\ub85c \uac80\uc99d\uc744 \ud1b5\ud574 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\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-33847","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\/33847"}],"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=33847"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/33847\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=33847"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=33847"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=33847"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}