{"id":34499,"date":"2026-02-10T08:50:45","date_gmt":"2026-02-10T08:50:45","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/driveline-systems-for-electric-vehicle-market-mordor\/"},"modified":"2026-09-11T15:13:08","modified_gmt":"2026-09-11T06:13:08","slug":"driveline-systems-for-electric-vehicle-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/driveline-systems-for-electric-vehicle-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \uad6c\ub3d9 \uc2dc\uc2a4\ud15c \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\/driveline-systems-for-electric-vehicle-market-1762163255961-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\/driveline-systems-for-electric-vehicle-market-size-image-1768931600467.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 \uae09\uc99d\ud558\ub294 BEV \ubb3c\ub7c9<\/li>\n<li class=\"toc-level-3\">4.2.2 \uac15\ud654\ub418\ub294 CO\u2082 \ubc0f ZEV \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.3 E-\ubaa8\ud130 \ubc0f SiC \uc778\ubc84\ud130 \ube44\uc6a9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.4 OEM\uc758 3-in-1 E-\uc561\uc2ac\ub85c\uc758 \ube60\ub978 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 \uace0\ud558\uc911 \uba54\uac00\uc640\ud2b8 \ucda9\uc804\uc758 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.6 \uace0\uc18d \uac10\uc18d\uae30\ub97c \uc774\ub044\ub294 800V \ud50c\ub7ab\ud3fc<\/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 \ud76c\ud1a0\ub958 \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc815\ubc00 E-\ub4dc\ub77c\uc774\ube0c \uac00\uacf5\uc744 \uc704\ud55c \ub192\uc740 CAPEX<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc5f0\uc18d \ud1a0\ud06c\uc5d0 \ub300\ud55c \uc778\ubc84\ud130 \uc5f4 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc0e4\ud504\ud2b8\ub97c \uc7a0\uc2dd\ud558\ub294 \uc778\ud720 \ubaa8\ud130\uc758 \ubd80\uc0c1<\/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 \uc544\ud0a4\ud14d\ucc98 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc9c1\ub82c<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubcd1\ub82c<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub3d9\ub825 \ubd84\ud560<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubcc0\uc18d\uae30 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc790\ub3d9<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub4c0\uc5bc \ud074\ub7ec\uce58<\/li>\n<li class=\"toc-level-3\">5.2.3 e-CVT<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubaa8\ud130 \ucd9c\ub825\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 45 &#8211; 100 kW<\/li>\n<li class=\"toc-level-3\">5.3.2 100 &#8211; 250 kW<\/li>\n<li class=\"toc-level-3\">5.3.3 250 kW \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9<\/li>\n<li class=\"toc-level-3\">5.4.3 \ubc30\ud130\ub9ac \uc804\uae30 \ucc28\ub7c9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uad6c\ub3d9 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc804\ub95c \uad6c\ub3d9<\/li>\n<li class=\"toc-level-3\">5.5.2 \ud6c4\ub95c \uad6c\ub3d9<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc0ac\ub95c \uad6c\ub3d9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \uc804\uae30 \ubaa8\ud130<\/li>\n<li class=\"toc-level-3\">5.6.2 E-\uc561\uc2ac \/ \ud1b5\ud569 \uad6c\ub3d9<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc804\ub825 \uc804\uc790 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.6.4 \uae30\uc5b4 \uac10\uc18d\uae30 &amp; \ucc28\ub3d9 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc0e4\ud504\ud2b8 &amp; \ucee4\ud50c\ub9c1<\/li>\n<li class=\"toc-level-3\">5.6.6 \ub0c9\uac01 \/ \uc724\ud65c\uc720<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.7.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.7.1.3 \ubd81\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.2 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.7.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.7.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.7.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.7.3.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.7.3.3 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.7.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.7.3.5 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.7.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.7.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.7.4.1 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.7.4.2 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.7.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.7.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.7.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.7.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.5 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.5.6 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/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(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \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 \ub85c\ubc84\ud2b8 \ubcf4\uc26c GmbH<\/li>\n<li class=\"toc-level-3\">6.4.2 ZF \ud504\ub9ac\ub4dc\ub9ac\ud788\uc2a4\ud558\ud39c AG<\/li>\n<li class=\"toc-level-3\">6.4.3 \ubcf4\uadf8\uc6cc\ub108 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 \ucf58\ud2f0\ub128\ud0c8 AG<\/li>\n<li class=\"toc-level-3\">6.4.5 GKN \uc624\ud1a0\ubaa8\ud2f0\ube0c \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.6 \ub374\uc18c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc170\ud50c\ub7ec AG &amp; Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.8 \ubc1c\ub808\uc624 SA<\/li>\n<li class=\"toc-level-3\">6.4.9 \ub2e4\ub098 \uc778\ucf54\ud37c\ub808\uc774\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.10 \uc544\uba54\ub9ac\uce78 \uc561\uc2ac &amp; \ub9e4\ub274\ud329\ucc98\ub9c1 \ud640\ub529\uc2a4<\/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>\uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc740 2025\ub144 381\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 407\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uace0, 2031\ub144\uc5d0\ub294 570\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.95%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc5c4\uaca9\ud574\uc9c0\ub294 \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130 \ube44\uc6a9 \ud558\ub77d, OEM\uc758 \uacf5\uaca9\uc801\uc778 \ud50c\ub7ab\ud3fc \ucd9c\uc2dc \ub4f1 \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uc804\ub3d9\ud654 \uc804\ud658 \uac00\uc18d\ud654\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uc758 \uaddc\ubaa8 \uacbd\uc81c \ub355\ubd84\uc5d0 \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uba70, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc740 \uc804\ub825 \ubc00\ub3c4 \ud5a5\uc0c1 \ubc0f \uba54\uac00\uc640\ud2b8 \ucda9\uc804\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uace0\uc804\uc555 \uc544\ud0a4\ud14d\ucc98\ub97c \uc6b0\uc120\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1b5\ud569\ud615 3-in-1 e-\uc561\uc2ac\uc740 \ubd80\ud488 \uc218 \uac10\uc18c, \uc5f4 \uad00\ub9ac \uac04\uc18c\ud654, \uc870\ub9bd \uc2dc\uac04 \ub2e8\ucd95 \ub4f1\uc758 \uc774\uc810\uc73c\ub85c \uc778\ud574 \uc0c8\ub85c\uc6b4 \ud50c\ub7ab\ud3fc \uacb0\uc815\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud76c\ud1a0\ub958 \uac00\uaca9 \ubcc0\ub3d9\uc131\uacfc \uc815\ubc00 \uac00\uacf5 \ubcd1\ubaa9 \ud604\uc0c1\uc740 \ube44\uc6a9 \uc0c1\uc2b9 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uc5ec \uacf5\uae09\ub9dd \ubcf5\uc6d0\ub825\uc774 \uacbd\uc601\uc9c4\uc758 \uc8fc\uc694 \uc758\uc81c\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uacbd\uc7c1 \uac15\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uae30\uc874 Tier-1 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uaddc\ubaa8\uc640 \ud488\uc9c8 \uc2dc\uc2a4\ud15c\uc744 \ud65c\uc6a9\ud558\ub294 \ubc18\uba74, \uc778\ud720 \ubaa8\ud130 \ubc0f \uace0\uc18d \uac10\uc18d\uae30 \uc804\ubb38 \uc5c5\uccb4\ub4e4\uc740 \ud2c8\uc0c8 \uc131\uc7a5 \uae30\ud68c\ub97c \ud3ec\ucc29\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d:<\/p>\n<p>*   \uc544\ud0a4\ud14d\ucc98 \uc720\ud615\ubcc4: \ubcd1\ub82c \ud558\uc774\ube0c\ub9ac\ub4dc \uad6c\uc131\uc774 2025\ub144 \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 47.95%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uae30\uacc4\uc801 \ub2e8\uc21c\uc131\uacfc \uae30\uc874 \ubcc0\uc18d\uae30 \uc7ac\ud65c\uc6a9 \uac00\ub2a5\uc131 \ub355\ubd84\uc785\ub2c8\ub2e4. \ubc18\uba74, \ud30c\uc6cc \uc2a4\ud50c\ub9bf \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 7.22%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 \ub354 \ubd80\ub4dc\ub7ec\uc6b4 \ud1a0\ud06c \uc804\ud658\uacfc \ud5a5\uc0c1\ub41c \ub3c4\uc2ec \ud6a8\uc728\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \ud504\ub9ac\ubbf8\uc5c4 \uc138\uadf8\uba3c\ud2b8\uc640 \uc720\ub7fd \ub3c4\uc2dc\uc758 \ubb34\uacf5\ud574 \uad6c\uc5ed\uc5d0\uc11c \uc120\ud638\ub418\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<br \/>\n*   \ubcc0\uc18d\uae30 \uc720\ud615\ubcc4: e-CVT(\uc804\uc790\uc2dd \ubb34\ub2e8\ubcc0\uc18d\uae30)\uac00 2025\ub144 \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 41.12%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud1a0\uc694\ud0c0\uc758 2\ubaa8\ud130 \uc2dc\uc2a4\ud15c\uc5d0 \uae30\ubc18\ud55c \ubd80\ub4dc\ub7ec\uc6b4 \ucd94\uc9c4\ub825\uacfc \uacac\uace0\ud55c \ub0b4\uad6c\uc131 \ub355\ubd84\uc785\ub2c8\ub2e4. \ub4c0\uc5bc \ud074\ub7ec\uce58 \uc720\ub2db\uc740 2031\ub144\uae4c\uc9c0 7.43%\uc758 CAGR\ub85c \uac00\uc18d\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc2a4\ud3ec\ud2f0\ud55c \uc804\uae30\ucc28 \ubc0f \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc(PHEV)\uc5d0\uc11c \ube60\ub978 \uae30\uc5b4 \ubcc0\uc18d\uc744 \ud1b5\ud55c \ub9e4\ub825\uc801\uc778 \uc131\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ubaa8\ud130 \ucd9c\ub825\ubcc4: 45-100kW \ubaa8\ud130\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 50.83%\ub97c \ucc28\uc9c0\ud558\uba70 \uc8fc\ub958 \uc131\ub2a5 \ubaa9\ud45c\ub97c \ucda9\uc871\uc2dc\ud0a4\uace0 \ud569\ub9ac\uc801\uc778 \uac00\uaca9\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 250kW \uc774\uc0c1\uc758 \ubaa8\ud130\ub294 \ub7ed\uc154\ub9ac \uc138\ub2e8, SUV \ubc0f \uace0\ud558\uc911 \ud2b8\ub7ed\uc758 \uc9c0\uc18d\uc801\uc778 \ub3d9\ub825 \uc694\uad6c\uc5d0 \ud798\uc785\uc5b4 8.25%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc138\uadf8\uba3c\ud2b8\uc785\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615\ubcc4: \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV) \ud50c\ub7ab\ud3fc\uc774 2025\ub144 \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 56.72%\ub97c \ucc28\uc9c0\ud558\uba70 \uc21c\uc218 \uc804\uae30 \ucd94\uc9c4\uc758 \uc8fc\ub958 \uc218\uc6a9\uc744 \ub098\ud0c0\ub0c8\uc2b5\ub2c8\ub2e4. \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc(PHEV)\ub294 2031\ub144\uae4c\uc9c0 8.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc8fc\ud589 \uac70\ub9ac \ubd88\uc548\uac10\uacfc \uc5c4\uaca9\ud55c \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c \uc0ac\uc774\uc5d0\uc11c \uade0\ud615\uc744 \ub9de\ucda5\ub2c8\ub2e4.<br \/>\n*   \uad6c\ub3d9 \uc720\ud615\ubcc4: \uc804\ub95c \uad6c\ub3d9(FWD) \uad6c\uc131\uc774 2025\ub144 \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 61.48%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ucef4\ud329\ud2b8\ud55c \ud328\ud0a4\uc9d5\uacfc \ubd80\ud488 \uc218 \uac10\uc18c\uc758 \uc774\uc810 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc0ac\ub95c \uad6c\ub3d9(AWD) \uc2dc\uc2a4\ud15c\uc740 \uacac\uc778\ub825, \uacac\uc778 \ub2a5\ub825 \ubc0f \uc131\ub2a5 \uc774\uc810\uc744 \ucd94\uad6c\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uad6c\ub9e4\uc790\ub4e4\uc5d0 \uc758\ud574 8.01%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd80\ud488\ubcc4: \ud1b5\ud569\ud615 e-\uc561\uc2ac\uc740 2025\ub144 \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 33.27%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, OEM\ub4e4\uc774 \ube44\uc6a9 \uc808\uac10\uacfc \uacbd\ub7c9\ud654\ub97c \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c 8.03%\uc758 CAGR\ub85c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \ubaa8\ud130, \uc778\ubc84\ud130, \uac10\uc18d\uae30\ub97c \uacb0\ud569\ud558\uc5ec \ucf00\uc774\ube14, \uc530, \ube0c\ub798\ud0b7\uc744 \uc904\uc774\uace0 95%\uc758 \ud6a8\uc728\uc131\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30 (\uc131\uc7a5 \ub3d9\ub825):<\/p>\n<p>*   \uae09\uc99d\ud558\ub294 BEV \uc0dd\uc0b0\ub7c9: 2024\ub144 \uc804 \uc138\uacc4 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9\uc740 \uc804\ub144 \ub300\ube44 25% \uc99d\uac00\ud55c 1,710\ub9cc \ub300\uc5d0 \ub2ec\ud588\uc73c\uba70, \uc774 \uc911 \uc911\uad6d\uc774 60% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub294 \uace0\ud1a0\ud06c \ubaa8\ud130, \uc778\ubc84\ud130, \uc815\ubc00 \uac10\uc18d\uae30 \ub4f1 \uad6c\ub3d9\uacc4 \uc218\uc694\ub97c \uc9c1\uc811\uc801\uc73c\ub85c \uc99d\ud3ed\uc2dc\ud0b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc640 BYD\uc758 2\ub9cc 5\ucc9c \ub2ec\ub7ec \ubbf8\ub9cc BEV \ucd9c\uc2dc\ub294 \ube44\uc6a9 \ub3d9\ub4f1\uc131 \ub2ec\uc131 \uac00\ub2a5\uc131\uc744 \uc785\uc99d\ud558\uba70 \uc8fc\ub958 \uad6c\ub9e4\uc790\ub4e4\uc744 \uc804\uae30\ucc28\ub85c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 \uc0c8\ub85c\uc6b4 \ud50c\ub7ab\ud3fc\uc740 \ub0b4\uc5f0\uae30\uad00(ICE) \uc124\uacc4\ub97c \uc804\ud658\ud55c \uac83\uc774 \uc544\ub2c8\ub77c \ubaa9\uc801\uc5d0 \ub9de\uac8c \uc81c\uc791\ub418\uc5b4, \uacf5\uae09\uc5c5\uccb4\ub294 \ud6a8\uc728\uc131\uacfc \ud328\ud0a4\uc9d5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ucd5c\uc801\ud654\ub41c e-\uc561\uc2ac\uc744 \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4.<br \/>\n*   \uac15\ud654\ub418\ub294 CO\u2082 \ubc0f ZEV \uc758\ubb34 \uaddc\uc815: 2025\ub144\ubd80\ud130 \ubc1c\ud6a8\ub418\ub294 \uc720\ub85c 7(Euro 7) \uaddc\uc815\uc740 \ucc28\ub7c9 \ud3c9\uade0 CO\u2082 \ubc30\ucd9c\ub7c9\uc744 \uc904\uc774\uace0, \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 Advanced Clean Cars II\ub294 2026\ub144\uae4c\uc9c0 ZEV \ud310\ub9e4\uc758 35%\ub97c \ubaa9\ud45c\ub85c \ud558\uba70 2035\ub144\uae4c\uc9c0 100%\ub85c \ud655\ub300\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc774\uc911 \ud06c\ub808\ub527 \uc2dc\uc2a4\ud15c\uc740 \uc2e0\uc5d0\ub108\uc9c0 \ucc28\ub7c9\uc5d0 \ub300\ud55c \ud560\ub2f9\ub7c9\uc744 \uc124\uc815\ud558\uc5ec \ud6a8\uc728\uc801\uc778 \uad6c\ub3d9\uacc4\uc5d0 \ub300\ud55c \uc758\ubb34\uc801\uc778 \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaddc\uc81c\ub294 \ubaa8\ub4e0 \ud0ac\ub85c\uc640\ud2b8\uc2dc\uc5d0\uc11c \ud6a8\uc728\uc131\uc744 \uadf9\ub300\ud654\ud558\ub294 \uc601\uad6c \uc790\uc11d \ubaa8\ud130\uc640 SiC \uc778\ubc84\ud130\ub97c \uc120\ud638\ud569\ub2c8\ub2e4.<br \/>\n*   OEM\uc758 3-in-1 E-\uc561\uc2ac\ub85c\uc758 \ube60\ub978 \uc804\ud658: \uc804\uae30\ucc28 \ud50c\ub7ab\ud3fc\uc740 \ubaa8\ud130, \uc778\ubc84\ud130, \uac10\uc18d\uae30\ub97c \ud1b5\ud569\ub41c \ud558\uc6b0\uc9d5\uc73c\ub85c \uacb0\ud569\ud558\ub294 \ud1b5\ud569 \uad6c\ub3d9\uacc4 \uc124\uacc4\ub97c \uc810\uc810 \ub354 \ub9ce\uc774 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ud658\uc740 \ubd80\ud488\uc744 \uac04\uc18c\ud654\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc804\ub825 \ubc00\ub3c4\ub97c \ub192\uc5ec \uae30\uc874 \ub808\uc774\uc544\uc6c3\uc744 \ub2a5\uac00\ud569\ub2c8\ub2e4. Magna, ZF, Bosch\uc640 \uac19\uc740 \uc120\ub3c4\uc801\uc778 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\ub7ec\ud55c \ud1b5\ud569 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc8fc\ubaa9\ud560 \ub9cc\ud55c \ud6a8\uc728\uc131\uc744 \ub2ec\uc131\ud558\uace0 \uc788\uc73c\uba70, \ubaa8\ub4c8\ud615 \uc544\ud0a4\ud14d\ucc98\ub294 \ub2e4\uc591\ud55c \ucc28\ub7c9 \ud06c\uae30\uc5d0\uc11c \ubd80\ud488 \uacf5\uc720\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ud655\uc7a5\uc131\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ub300\ud615 \ucc28\ub7c9 \uba54\uac00\uc640\ud2b8 \ucda9\uc804\uc758 \ud655\uc0b0: \uba54\uac00\uc640\ud2b8 \ucda9\uc804\uc18c \ub124\ud2b8\uc6cc\ud06c\uac00 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud655\uc7a5\ub428\uc5d0 \ub530\ub77c \uace0\uc804\uc555 \uad6c\ub3d9\uacc4\uc758 \ubc1c\uc804\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9\uc5d0 \ud574\ub2f9\ud558\uba70, \uc774\ub4e4\uc740 \uc9c0\uc18d\uc801\uc778 \uace0\uc804\ub825 \ucda9\uc804\uc5d0 \ub300\ucc98\ud558\uae30 \uc704\ud574 \uace0\uae09 \uc5f4 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2b9\uc6a9\ucc28 \ub610\ud55c \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \ub9ce\uc740 \ucc28\ub7c9\uc774 \uc0c8\ub85c\uc6b4 \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c\uc5d0 \ub9de\ucdb0 800V \uc544\ud0a4\ud14d\ucc98\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30 (\uc81c\uc57d \uc694\uc778):<\/p>\n<p>*   \uc815\ubc00 E-\ub4dc\ub77c\uc774\ube0c \uac00\uacf5\uc744 \uc704\ud55c \ub192\uc740 CAPEX: 800V \uac10\uc18d\uae30\uc640 \uac19\uc740 \uace0\uae09 \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \ubd80\ud488\uc5d0 \uc801\ud569\ud55c \uace0\uc815\ubc00 \uae30\uc5b4 \uc5f0\uc0ad\uae30\ub294 \uc0c1\ub2f9\ud55c \uc790\ubcf8 \ud22c\uc790\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud22c\uc790 \uc7a5\ubcbd\uc740 \uc18c\uaddc\ubaa8 \uc5c5\uccb4\ub4e4\uc758 \uc9c4\uc785\uc744 \ub9c9\uace0 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \uc2e0\uaddc \uacf5\uc7a5 \uac74\uc124\uc744 \ub2a6\ucda5\ub2c8\ub2e4. \ub192\uc740 \uc219\ub828 \ub178\ub3d9\ub825 \uc694\uad6c \uc0ac\ud56d\uc740 \ucd08\uae30 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0, \uac10\uac00\uc0c1\uac01 \uae30\uac04\uc740 \uc77c\ubc18\uc801\uc778 \ud504\ub85c\uadf8\ub7a8 \uc218\uba85\ubcf4\ub2e4 \uae38\uc5b4\uc9d1\ub2c8\ub2e4.<br \/>\n*   \uc5f0\uc18d \ud1a0\ud06c\uc5d0 \ub300\ud55c \uc778\ubc84\ud130 \uc5f4 \uc81c\ud55c: \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130\ub294 \uc9c0\uc18d\uc801\uc778 \ud1a0\ud06c \ubd80\ud558\ub97c \ubc1b\uc744 \ub54c \uc5f4\uc801 \ud55c\uacc4\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4. \uc811\ud569\ubd80 \uc628\ub3c4\uac00 \uc548\uc804 \uc791\ub3d9 \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\uc5ec \uc804\ub825 \uc800\ud558\ub97c \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc774 \uc774 \ubb38\uc81c\ub97c \uc644\ud654\ud560 \uc218 \uc788\uc9c0\ub9cc, \uacf5\ub7ad\uc2dd \uc2dc\uc2a4\ud15c\uc5d0 \ube44\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ubd99\uc5b4 \uc608\uc0b0\uc5d0 \ubbfc\uac10\ud55c \ucc28\ub7c9 \uc138\uadf8\uba3c\ud2b8\uc5d0\ub294 \uc5b4\ub824\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 45.37%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 8.31%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 \uad6c\ub9e4 \ubcf4\uc870\uae08\uacfc \ubc00\uc9d1\ub41c \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c\uc5d0 \ud798\uc785\uc5b4 2024\ub144\uc5d0 1,100\ub9cc \ub300 \uc774\uc0c1\uc758 \uc804\uae30\ucc28\ub97c \uc0dd\uc0b0\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uc0b0\uc5c5 \uae30\ubc18\uc740 \uae00\ub85c\ubc8c OEM\uc5d0 \uace0\uc2e0\ub8b0\uc131 \ubaa8\ud130\uc640 e-CVT\ub97c \uacf5\uae09\ud558\uba70, \uc778\ub3c4\uc758 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c(PLI) \uc81c\ub3c4\ub294 \uc778\ubc84\ud130 \ubc0f \uac10\uc18d\uae30 \uc0dd\uc0b0\uc5d0 \ub300\ud55c \uc678\uad6d\uc778 \ud22c\uc790\ub97c \uc720\uce58\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uace0\ud1a0\ud06c, \uc0ac\ub95c \uad6c\ub3d9 \uc2dc\uc2a4\ud15c\uc744 \uc694\uad6c\ud558\ub294 \uc804\uae30 \ud53d\uc5c5\ud2b8\ub7ed \ubc0f SUV \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \uc138\uae08 \uacf5\uc81c\ub97c \uc704\ud574 \uad6d\ub0b4 \ucf58\ud150\uce20\ub97c \uc694\uad6c\ud558\uba70, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ubbf8\uad6d\uacfc \uba55\uc2dc\ucf54\uc5d0\uc11c \uc778\ubc84\ud130, \ubaa8\ud130, \uae30\uc5b4\ubc15\uc2a4 \uc870\ub9bd\uc744 \ud604\uc9c0\ud654\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub192\uc740 \uc778\uac74\ube44\ub97c \uc0c1\uc1c4\ud558\uae30 \uc704\ud574 \uae30\uc220 \ub9ac\ub354\uc2ed\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uadf8\ub9b0 \ub51c(Green Deal)\uc758 2035\ub144 \ub0b4\uc5f0\uae30\uad00 \ub2e8\uacc4\uc801 \ud3d0\uc9c0\ub294 \uafb8\uc900\ud55c \uc218\uc694\ub97c \ubcf4\uc7a5\ud558\uba70, \ub3c4\uc2ec \ubb34\uacf5\ud574 \uad6c\uc5ed\uc740 \ud504\ub9ac\ubbf8\uc5c4 BEV \ucd9c\uc2dc\ub97c \uc55e\ub2f9\uae41\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud68c\uc0ac\ub4e4\uc740 \ud1a0\ud06c \ubca1\ud130\ub9c1 \ubc0f \ud68c\uc0dd \uc81c\ub3d9 \uac1c\uc120\uc744 \ud1b5\ud569\ud55c \ud1b5\ud569\ud615 e-\uc561\uc2ac \uc124\uacc4\uc5d0\uc11c \uc120\ub450\ub97c \ub2ec\ub9bd\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc7a5\uc740 \uc801\ub2f9\ud788 \ud1b5\ud569\ub418\uc5b4 \uc788\uc73c\uba70, \uc18c\uc218\uc758 \uc120\ub3c4\uc801\uc778 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc804\uccb4 \uc0b0\uc5c5 \ub9e4\ucd9c\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Bosch, ZF, Continental\uc740 \uc218\uc2ed \ub144\uac04\uc758 \ubcc0\uc18d\uae30 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc804\uae30 \ubaa8\ub4c8\uc5d0 \uc801\uc6a9\ud558\uc5ec OEM\uc5d0\uac8c \ucc28\ub7c9 \uac1c\ubc1c \uc8fc\uae30\ub97c \ub2e8\ucd95\uc2dc\ud0a4\ub294 \ud134\ud0a4 e-\uc561\uc2ac\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc758 \uae00\ub85c\ubc8c \uacf5\uc7a5\uc740 \ub300\ub7c9 \uc0dd\uc0b0 \uaddc\ubaa8, \uacf5\uae09\uc5c5\uccb4 \ud488\uc9c8 \uc778\uc99d, \uc801\uc2dc \ubb3c\ub958 \uc5ed\ub7c9\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. BorgWarner\uc758 Santroll \ubaa8\ud130 \uc790\uc0b0 \uc778\uc218\uc640 CATL\uacfc\uc758 \ud30c\ud2b8\ub108\uc2ed, Magna, Schaeffler, GKN\uc758 \uace0\uc18d \uac10\uc18d\uae30 \ubc0f \uace0\uae09 \ubca0\uc5b4\ub9c1 \ubd84\uc57c \uc9c4\ucd9c \ub4f1 \uc778\uc218 \ubc0f \ud569\uc791 \ud22c\uc790\uac00 \ud65c\ubc1c\ud569\ub2c8\ub2e4. Protean, GKN, \uadf8\ub9ac\uace0 \uc774\uc2a4\ub77c\uc5d8\uacfc \uc911\uad6d\uc758 \uc2e0\uaddc \uc5c5\uccb4\ub4e4\uc740 \uc778\ud720 \ubaa8\ud130\uc640 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc778\ubc84\ud130 \ubaa8\ub4c8\uc744 \ud1b5\ud574 \ud2c8\uc0c8 \uc2dc\uc7a5\uc5d0\uc11c \uae30\uc874 \uc5c5\uccb4\ub4e4\uc5d0\uac8c \ub3c4\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 BorgWarner Inc., ZF Friedrichshafen AG, Continental AG, Robert Bosch GmbH, GKN Automotive Limited \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2025\ub144 7\uc6d4: Sona Comstar(Sona BLW Precision Forgings Ltd.)\ub294 \uc911\uad6d \ub0b4 \ud569\uc791 \ud22c\uc790 \ud68c\uc0ac \uc124\ub9bd\uc744 \uc704\ud574 Jinnaite Machinery Co., Ltd(JNT)\uc640 \uad6c\uc18d\ub825 \uc788\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: American Axle &#038; Manufacturing(AAM)\uc740 2025\ub144 CES\uc5d0\uc11c \uc644\uc804 \uc804\uae30\ucc28, \ud558\uc774\ube0c\ub9ac\ub4dc, \ub0b4\uc5f0\uae30\uad00 \ucc28\ub7c9\uc744 \uc704\ud55c \ub2e4\uc591\ud55c \uad6c\ub3d9\uacc4 \ubc0f \ud30c\uc6cc\ud2b8\ub808\uc778 \uae30\uc220\uc744 \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\uae30\ucc28 \uad6c\ub3d9\uacc4 \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc740 2026\ub144 407\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 570\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.95%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc740 \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV) \ud310\ub9e4\ub7c9\uc758 \uae09\uc99d, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uac15\ud654\ub418\ub294 CO\u2082 \ubc30\ucd9c \ubc0f ZEV(\ubb34\uacf5\ud574\ucc28) \uc758\ubb34 \uaddc\uc81c, E-\ubaa8\ud130 \ubc0f SiC(\ud0c4\ud654\uaddc\uc18c) \uc778\ubc84\ud130\uc758 \uc9c0\uc18d\uc801\uc778 \ube44\uc6a9 \ud558\ub77d\uc5d0 \uc758\ud574 \uac15\ub825\ud558\uac8c \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uae30\uc5c5\ub4e4\uc774 3-in-1 E-\uc561\uc2ac(\ubaa8\ud130, \uc778\ubc84\ud130, \uac10\uc18d\uae30\uac00 \ud1b5\ud569\ub41c \uc2dc\uc2a4\ud15c)\ub85c \ube60\ub974\uac8c \uc804\ud658\ud558\ub294 \ucd94\uc138\uc640 \uace0\uc804\ub825 \uba54\uac00\uc640\ud2b8 \ucda9\uc804 \uc2dc\uc2a4\ud15c\uc758 \ud655\uc0b0, \uadf8\ub9ac\uace0 800V \ud50c\ub7ab\ud3fc \ub3c4\uc785\uc73c\ub85c \uc778\ud55c \uace0\uc18d \uac10\uc18d\uae30 \uc218\uc694 \uc99d\uac00\uac00 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 800V \ud50c\ub7ab\ud3fc\uc740 \ub354 \ube60\ub978 \ucda9\uc804 \uc18d\ub3c4, \ub192\uc740 \ubaa8\ud130 \ud6a8\uc728, \uacbd\ub7c9 \ubc30\uc120\uc774 \uac00\ub2a5\ud558\uc5ec \uc804\uae30\ucc28\uc758 \uc8fc\ud589 \uac70\ub9ac\uc640 \uc804\ubc18\uc801\uc778 \uc131\ub2a5 \ud5a5\uc0c1\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ud76c\ud1a0\ub958 \uac00\uaca9\uc758 \ub192\uc740 \ubcc0\ub3d9\uc131, \uc815\ubc00 E-\ub4dc\ub77c\uc774\ube0c \uac00\uacf5\uc744 \uc704\ud55c \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CAPEX), \uc778\ubc84\ud130\uc758 \uc5f0\uc18d \ud1a0\ud06c\uc5d0 \ub300\ud55c \uc5f4\uc801 \ud55c\uacc4, \uadf8\ub9ac\uace0 \uc778\ud720 \ubaa8\ud130\uc758 \ubd80\uc0c1\uc73c\ub85c \uc778\ud55c \uae30\uc874 \uc0e4\ud504\ud2b8 \uc2dc\uc7a5\uc758 \uc7a0\uc2dd \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud76c\ud1a0\ub958 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \ubaa8\ud130 \uc81c\uc870 \ube44\uc6a9\uc744 \uc0c1\uc2b9\uc2dc\ud0a4\uace0, \uc790\uc11d \uc7ac\ud65c\uc6a9 \uae30\uc220 \ubc0f \ub300\uccb4 \ubaa8\ud130 \ud1a0\ud3f4\ub85c\uc9c0\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ucd09\uc9c4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uad6c\ub3d9\uacc4 \uad6c\uc131 \uc694\uc18c\ub294 \ud1b5\ud569\ud615 E-\uc561\uc2ac\ub85c, OEM\ub4e4\uc774 \ub2e8\uc21c\ud654\ub418\uace0 \uace0\ud6a8\uc728\uc801\uc778 \uc870\ub9bd \uc194\ub8e8\uc158\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c 8.03%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 45.37%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc758 \uaddc\ubaa8\uc758 \uacbd\uc81c \uc774\uc810\uc744 \ubc14\ud0d5\uc73c\ub85c \uc9c0\uc18d\uc801\uc778 \ud655\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc544\ud0a4\ud14d\ucc98 \uc720\ud615(\uc9c1\ub82c, \ubcd1\ub82c, \ub3d9\ub825 \ubd84\ud560), \ubcc0\uc18d\uae30 \uc720\ud615(\uc790\ub3d9, \ub4c0\uc5bc \ud074\ub7ec\uce58, e-CVT), \ubaa8\ud130 \ucd9c\ub825(45-100kW, 100-250kW, 250kW \ucd08\uacfc), \ucc28\ub7c9 \uc720\ud615(\ud558\uc774\ube0c\ub9ac\ub4dc, \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc, \ubc30\ud130\ub9ac \uc804\uae30\ucc28), \uad6c\ub3d9 \uc720\ud615(\uc804\ub95c, \ud6c4\ub95c, \uc0ac\ub95c \uad6c\ub3d9), \uc8fc\uc694 \uad6c\uc131 \uc694\uc18c(\uc804\uae30 \ubaa8\ud130, E-\uc561\uc2ac\/\ud1b5\ud569 \ub4dc\ub77c\uc774\ube0c, \uc804\ub825 \uc804\uc790 \uc7a5\uce58, \uae30\uc5b4 \uac10\uc18d\uae30 \ubc0f \ucc28\ub3d9 \uc7a5\uce58, \uc0e4\ud504\ud2b8 \ubc0f \ucee4\ud50c\ub9c1, \ub0c9\uac01\/\uc724\ud65c\uc720), \uadf8\ub9ac\uace0 \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub97c \ud3ec\ud568\ud55c \uad11\ubc94\uc704\ud55c \uc9c0\ub9ac\uc801 \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \ud3ec\ud568\ub418\uba70, Robert Bosch GmbH, ZF Friedrichshafen AG, BorgWarner Inc., Continental AG, GKN Automotive Limited, DENSO Corporation \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uc5ec \uc2dc\uc7a5 \ub0b4 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uba85\ud655\ud788 \uc81c\uc2dc\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-34499","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\/34499"}],"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=34499"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/34499\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=34499"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=34499"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=34499"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}