{"id":35767,"date":"2026-02-10T21:53:20","date_gmt":"2026-02-10T21:53:20","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/electric-traction-motor-market-mordor\/"},"modified":"2026-10-02T05:38:32","modified_gmt":"2026-10-01T20:38:32","slug":"electric-traction-motor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/electric-traction-motor-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/electric-traction-motor-market-1749206096164-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\/electric-traction-motor-market-size-image-1767708455997.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 \uc544\uc2dc\uc544 \uc804\uc5ed\uc758 \uace0\uc18d\ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uc81d\ud2b8 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud504\ub9ac\ubbf8\uc5c4 EV\uc5d0\uc11c 800V \ud2b8\ub799\uc158 \ubaa8\ud130\ub97c \uc0ac\uc6a9\ud55c OEM\uc758 \uc790\uccb4 e-\uc561\uc2ac \ud1b5\ud569\uc73c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.3 70kg \ubbf8\ub9cc\uc758 \uace0\uc8fc\ud30c \ubaa8\ud130\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc778\ub3c4 \ubc0f EU CBAM\uc758 \ubaa8\ud130 \uc81c\uc870\uc5d0 \ub300\ud55c \uc815\ubd80 \uc9c0\uc6d0 \ud604\uc9c0\ud654 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc911\uad6d \uacf5\uae09 \ub2e4\ubcc0\ud654 \uc774\ud6c4 NdFeB \uc790\uc11d \uac00\uaca9\uc758 \uae09\uaca9\ud55c \ud558\ub77d<\/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 \uc720\ub7fd\uc758 \uc601\uad6c\uc790\uc11d \ubaa8\ud130 \uacf5\uae09\uc744 \uc81c\ud55c\ud558\ub294 \uc81c\ud55c\uc801\uc778 \ud76c\ud1a0\ub958 \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc18c\ud615 EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c 400kW \uc774\uc0c1\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub0a8\ubbf8\uc5d0\uc11c \ubd88\uaddc\uce59\ud55c \uc218\uc694\ub97c \uc720\ubc1c\ud558\ub294 \ubd84\uc0b0\ub41c \ucca0\ub3c4 \uc870\ub2ec \uc8fc\uae30<\/li>\n<li class=\"toc-level-3\">4.3.4 \ucca0\ub3c4 \ud2b8\ub799\uc158 \ubaa8\ud130\uc758 EN 45545-2 \ud654\uc7ac \uc548\uc804 \uae30\uc900\uc5d0 \ub530\ub978 \ub192\uc740 \uc778\uc99d \ube44\uc6a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \uc804\ub9dd<\/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 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\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 \ub300\uccb4 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\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<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uad50\ub958 (\uc720\ub3c4, \uc601\uad6c\uc790\uc11d \ub3d9\uae30, \uc2a4\uc704\uce58\ub4dc \ub9b4\ub7ed\ud134\uc2a4)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc9c1\ub958 (\ube0c\ub7ec\uc2dc\ub4dc, \ube0c\ub7ec\uc2dc\ub9ac\uc2a4 DC)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc815\uaca9 \uc804\ub825\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 200kW \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.2.2 200~400kW<\/li>\n<li class=\"toc-level-3\">5.2.3 400kW \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ub0c9\uac01 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uacf5\ub7ad\uc2dd<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc218\ub7ad\uc2dd<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc790\uac00 \ud1b5\ud48d\uc2dd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc804\uc555 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 1kV \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.4.2 1~3kV<\/li>\n<li class=\"toc-level-3\">5.4.3 3kV \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ucca0\ub3c4<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc0b0\uc5c5 \uae30\uacc4<\/li>\n<li class=\"toc-level-3\">5.5.4 \uae30\ud0c0 \uc801\uc6a9 \ubd84\uc57c (\ub4dc\ub860, eVTOL)<\/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\n<ul>\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 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.6.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.6.2.6 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.6.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.6.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.4 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.6.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/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 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/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 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/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, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 ABB Ltd<\/li>\n<li class=\"toc-level-3\">6.4.2 Siemens AG<\/li>\n<li class=\"toc-level-3\">6.4.3 CRRC Corporation Limited<\/li>\n<li class=\"toc-level-3\">6.4.4 Toshiba Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 Nidec Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 WEG SA<\/li>\n<li class=\"toc-level-3\">6.4.7 Mitsubishi Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 General Electric Company<\/li>\n<li class=\"toc-level-3\">6.4.9 Robert Bosch GmbH<\/li>\n<li class=\"toc-level-3\">6.4.10 Hitachi Ltd<\/li>\n<li class=\"toc-level-3\">6.4.11 TECO Electric &amp; Machinery Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.12 Bharat Heavy Electricals Limited (BHEL)<\/li>\n<li class=\"toc-level-3\">6.4.13 CG Power &amp; Industrial Solutions Ltd<\/li>\n<li class=\"toc-level-3\">6.4.14 Kirloskar Electric Company Ltd<\/li>\n<li class=\"toc-level-3\">6.4.15 Traktionssysteme Austria GmbH<\/li>\n<li class=\"toc-level-3\">6.4.16 Alstom SA<\/li>\n<li class=\"toc-level-3\">6.4.17 Skoda Transportation a.s.<\/li>\n<li class=\"toc-level-3\">6.4.18 Dana TM4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Magnetek (Columbus McKinnon)<\/li>\n<li class=\"toc-level-3\">6.4.20 Valeo SA<\/li>\n<li class=\"toc-level-3\">6.4.21 Yaskawa Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.22 Brook Crompton Holdings<\/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>\uc804\ub3d9 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uc804\ub3d9 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5\uc740 2026\ub144 173.5\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 263.3\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 8.70%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc9c0\ubaa9\ub418\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc720\ud615(\uad50\ub958 \ubc0f \uc9c1\ub958), \uc815\uaca9 \ucd9c\ub825(200kW \ubbf8\ub9cc, 200~400kW, 400kW \ucd08\uacfc), \ub0c9\uac01 \ubc29\uc2dd(\uacf5\ub7ad\uc2dd, \uc561\ub7ad\uc2dd, \uc790\uac00 \ud1b5\ud48d\uc2dd), \uc804\uc555 \ub4f1\uae09(1KV \ubbf8\ub9cc, 1~3KV, 3KV \ucd08\uacfc), \uc801\uc6a9 \ubd84\uc57c(\ucca0\ub3c4, \uc804\uae30\ucc28, \uae30\ud0c0), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>\uc804\ub3d9 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc544\uc2dc\uc544 \uace0\uc18d\ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uc81d\ud2b8\uc758 \uae09\uc99d: \uc911\uad6d\uc758 CR450 \uc2dc\uc81c\ud488, \uc778\ub3c4\uc758 \ubb44\ubc14\uc774-\uc544\uba54\ub2e4\ubc14\ub4dc \ud68c\ub791, \uc77c\ubcf8\uc758 N700S \ud655\uc7a5 \ub4f1 \uc544\uc2dc\uc544 \uc804\uc5ed\uc5d0\uc11c \uace0\uc18d\ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uadf8\ub7a8\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud56d\uacf5 \ubc30\ucd9c\ub7c9 \uac10\uc18c \ubc0f \uace0\uc18d\ub3c4\ub85c \ud63c\uc7a1 \uc644\ud654 \ubaa9\ud45c\uc640 \ub9de\ubb3c\ub824 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28(EV)\uc758 800V \ud2b8\ub799\uc158 \ubaa8\ud130 \ubc0f e-\uc561\uc2ac \ub0b4\uc7ac\ud654: BMW\uc758 Gen6 eDrive, \ud3ed\uc2a4\ubc14\uac90\uc758 \ud1b5\ud569 e-\uc561\uc2ac \ud50c\ub7ab\ud3fc, \uc2a4\ud154\ub780\ud2f0\uc2a4\uc758 800V \ubaa8\ud130 \uc0dd\uc0b0 \ud22c\uc790 \ub4f1 \ud504\ub9ac\ubbf8\uc5c4 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc5f4 \uad00\ub9ac, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ucd5c\uc801\ud654, \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud574 e-\uc561\uc2ac \uc124\uacc4\ub97c \ub0b4\uc7ac\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130 \ucc44\ud0dd \ud655\ub300: SiC \uc778\ubc84\ud130\ub294 20kHz \uc774\uc0c1\uc758 \uc2a4\uc704\uce6d \uc8fc\ud30c\uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ubaa8\ud130\uc758 \uc790\uae30 \ucf54\uc5b4\uc640 \uad6c\ub9ac \uad8c\uc120\uc744 \uc18c\ud615\ud654\ud558\uace0, 70kg \ubbf8\ub9cc\uc758 \uacbd\ub7c9 \ubaa8\ud130\ub85c\ub3c4 \ub192\uc740 \ud1a0\ud06c \ubc00\ub3c4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. Wolfspeed, \ubbf8\uc4f0\ube44\uc2dc \uc77c\ub809\ud2b8\ub9ad \ub4f1\uc758 \uae30\uc220 \ubc1c\uc804\uc774 \uc774\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4 \ubc0f \uc720\ub7fd \uc5f0\ud569(EU)\uc758 \ubaa8\ud130 \uc81c\uc870 \ud604\uc9c0\ud654 \uc758\ubb34\ud654: \uc778\ub3c4\uc758 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c(PLI) \uc81c\ub3c4\uc640 EU\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc740 \ud604\uc9c0 \uc0dd\uc0b0\uc744 \uc7a5\ub824\ud558\uba70, \ud0c0\ud0c0 \ubaa8\ud130\uc2a4, \uc9c0\uba58\uc2a4, ABB \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc2e0\uaddc \uacf5\uc7a5 \uc124\ub9bd \ubc0f \uc0dd\uc0b0 \ub77c\uc778 \ud655\ub300\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud76c\ud1a0\ub958 \uc790\uc11d \uac00\uaca9 \uc548\uc815\ud654: \ud638\uc8fc\uc640 \ubbf8\uad6d\uc758 \uc0c8\ub85c\uc6b4 \ucc44\uad74 \uc6a9\ub7c9 \ud655\ubcf4\ub85c \ud76c\ud1a0\ub958 \uc790\uc11d \uac00\uaca9 \uc555\ub825\uc774 \uc644\ud654\ub418\uc5b4 \uc601\uad6c \uc790\uc11d \ubaa8\ud130\uc758 \uc0dd\uc0b0 \ube44\uc6a9 \ubd80\ub2f4\uc774 \uc904\uc5b4\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd\uc758 \uc81c\ud55c\uc801\uc778 \ud76c\ud1a0\ub958 \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c: \uc720\ub7fd \ub0b4 \ud3d0\uae30 \ubaa8\ud130 \uc790\uc11d\uc758 \uc7ac\ud65c\uc6a9\ub960\uc774 2% \ubbf8\ub9cc\uc5d0 \ubd88\uacfc\ud558\uc5ec \uc601\uad6c \uc790\uc11d \ubaa8\ud130 \uacf5\uae09\uc5d0 \uc81c\uc57d\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\ud615 EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c 400kW \uc774\uc0c1 \ucd9c\ub825\uc758 \uc5f4 \uad00\ub9ac \ubb38\uc81c: \uace0\ucd9c\ub825 \ubaa8\ud130\ub294 \uc0c1\ub2f9\ud55c \uc5f4\uc744 \ubc1c\uc0dd\uc2dc\ud0a4\uba70, \uc18c\ud615 \uc2b9\uc6a9\ucc28 \uc5d4\uc9c4\ub8f8 \ub0b4\uc5d0\uc11c \ud6a8\uc728\uc801\uc778 \uc5f4 \ubc29\ucd9c\uc774 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubaa8\ud130\uc758 \uc131\ub2a5 \uc800\ud558(derating)\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8\uc758 \ubd88\uaddc\uce59\ud55c \ucca0\ub3c4 \uc870\ub2ec \uc8fc\uae30: \ub0a8\ubbf8 \uc9c0\uc5ed\uc758 \ucca0\ub3c4 \uc870\ub2ec \uc8fc\uae30\uac00 \uc77c\uc815\ud558\uc9c0 \uc54a\uc544 \uc218\uc694 \uc608\uce21 \ubc0f \uacf5\uae09\ub9dd \uad00\ub9ac\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucca0\ub3c4 \ud2b8\ub799\uc158 \ubaa8\ud130\uc758 EN 45545-2 \ud654\uc7ac \uc548\uc804 \uc778\uc99d \ube44\uc6a9: \uc720\ub7fd \ubc0f \uc218\ucd9c \uc2dc\uc7a5\uc5d0\uc11c \uc694\uad6c\ub418\ub294 \uc5c4\uaca9\ud55c \ud654\uc7ac \uc548\uc804 \uc778\uc99d \uae30\uc900\uc740 \ub192\uc740 \ube44\uc6a9\uc744 \uc218\ubc18\ud569\ub2c8\ub2e4.<\/p>\n<p># 4. \ubd80\ubb38\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc720\ud615\ubcc4: \uad50\ub958(AC) \ubaa8\ud130\uac00 2025\ub144 \ub9e4\ucd9c\uc758 65.3%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc601\uad6c \uc790\uc11d \ub3d9\uae30\uc2dd(PMSM) \uc124\uacc4\ub294 96% \uc774\uc0c1\uc758 \ucd5c\uace0 \ud6a8\uc728\uc744 \ub2ec\uc131\ud558\uba70 2031\ub144\uae4c\uc9c0 12.1%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c1\ub958(DC) \ubaa8\ud130\ub294 \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub418\ub098, \uc810\ucc28 AC \ub4dc\ub77c\uc774\ube0c\ub85c \uc804\ud658\ub418\ub294 \ucd94\uc138\uc785\ub2c8\ub2e4.<br \/>\n*   \uc815\uaca9 \ucd9c\ub825\ubcc4: 200kW \ubbf8\ub9cc \ubaa8\ud130\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 55.2%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2b9\uc6a9\ucc28 \ubc0f \uacbd\uc804\ucca0 \uc2dc\uc7a5\uc5d0\uc11c \uc8fc\ub3c4\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. 200~400kW \ubc94\uc704\ub294 \ubc30\ub2ec \ubc34, \ubc84\uc2a4, \uc911\ud615 \ud2b8\ub7ed\uc758 \uc804\ub3d9\ud654\uc5d0 \ud798\uc785\uc5b4 10.2%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. 400kW \ucd08\uacfc \ubaa8\ud130\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0c9\uac01 \ubc29\uc2dd\ubcc4: \uacf5\ub7ad\uc2dd \uc720\ub2db\uc774 2025\ub144 59.6%\uc758 \uc810\uc720\uc728\ub85c \uc6b0\uc138\ud588\uc73c\ub098, \uc561\ub7ad\uc2dd \uc2dc\uc2a4\ud15c\uc774 11.3%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\ucd9c\ub825 \ubc00\ub3c4 \uc694\uad6c\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc561\ub7ad\uc2dd\uc73c\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc804\uc555 \ub4f1\uae09\ubcc4: 1~3KV \ub4f1\uae09\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 50.1%\ub97c \ucc28\uc9c0\ud558\uba70 \ucca0\ub3c4 \ud45c\uc900\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. 1KV \ubbf8\ub9cc \ubaa8\ud130\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 400V \ubc0f 800V \ud329\uc744 \ud45c\uc900\ud654\ud558\uba74\uc11c 10.4%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ucca0\ub3c4 \ubd84\uc57c\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 45.4%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc73c\ub098, \uc804\uae30\ucc28(EV) \ubd84\uc57c\ub294 \ubc30\ud130\ub9ac \uac00\uaca9 \ud558\ub77d\uacfc \ud0c4\uc18c \ubc30\ucd9c \uaddc\uc81c \uac15\ud654\uc5d0 \ud798\uc785\uc5b4 15.8%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0b0\uc5c5 \uae30\uacc4 \ubc0f \ub4dc\ub860, eVTOL \ub4f1 \uc2e0\ud765 \ubd84\uc57c\ub3c4 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 49.5%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uacfc 10.0%\uc758 CAGR\ub85c \uc804\ub3d9 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uace0\uc18d\ucca0\ub3c4 \ud504\ub85c\uc81d\ud2b8, \uc778\ub3c4\uc758 PLI \uacc4\ud68d\uc744 \ud1b5\ud55c \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300, \uc77c\ubcf8\uc758 SiC \uc778\ubc84\ud130 \uac1c\uc870, \uc544\uc138\uc548 \uc9c0\uc5ed\uc758 \ud604\uc9c0 \uc870\ub9bd \uc870\ud56d \ub4f1\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc73c\ub85c, CBAM \uc2dc\ud589\uc73c\ub85c \uc5ed\uc678 \uc218\uc785 \ubaa8\ud130 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \ud3ed\uc2a4\ubc14\uac90 \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc790\uccb4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub514\uc824 \uae30\uad00\ucc28\uc758 \ubc30\ud130\ub9ac \uc804\uae30 \uc804\ud658\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uba55\uc2dc\ucf54 \ubc0f \ubbf8\uad6d \ub0a8\ubd80\uc5d0 \uc2e0\uaddc \uacf5\uc7a5\uc774 \uc99d\uc124\ub418\uace0 \uc788\uc73c\uba70, GM\uacfc LG\uc758 \ud569\uc791 \ud22c\uc790, \ud14c\uc2ac\ub77c\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\uac00, \ud654\ubb3c \ucca0\ub3c4 \uc2dc\ud5d8 \ub4f1\uc774 \uc2dc\uc7a5\uc744 \ud65c\uc131\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc740 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, \ub0a8\ubbf8\ub294 \uc218\uc694\uac00 \uc8fc\uae30\uc801\uc774\uace0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \ub9ac\uc57c\ub4dc \uba54\ud2b8\ub85c \ud504\ub85c\uc81d\ud2b8\uac00 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc785\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc804\ub3d9 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, ABB, \uc9c0\uba58\uc2a4, CRRC, Nidec, Toshiba Corporation \ub4f1 \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 45%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc9c0\uba58\uc2a4\uc640 ABB\ub294 \uc7a5\uae30 \uc11c\ube44\uc2a4 \uacc4\uc57d\uacfc \ub3c5\uc810 \uc81c\uc5b4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud1b5\ud574 \ucca0\ub3c4 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc790\ub3d9\ucc28 \ud2b8\ub799\uc158 \uc2dc\uc7a5\uc740 \ud3ed\uc2a4\ubc14\uac90, BMW, \uc2a4\ud154\ub780\ud2f0\uc2a4 \ub4f1 OEM\ub4e4\uc774 e-\uc561\uc2ac \uc0dd\uc0b0\uc744 \ub0b4\uc7ac\ud654\ud558\uba74\uc11c \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. CRRC\ub294 \ud76c\ud1a0\ub958 \ucc44\uad74\ubd80\ud130 \ucd5c\uc885 \uc870\ub9bd\uae4c\uc9c0 \ud1b5\ud569\ub41c \uacf5\uae09\ub9dd\uc744 \ud1b5\ud574 \ube44\uc6a9 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc131\uc7a5 \uae30\ud68c\ub294 500kW \uc774\uc0c1\uc758 \ud654\ubb3c\uc6a9 \ubaa8\ud130, \ud76c\ud1a0\ub958\ub97c \uc0ac\uc6a9\ud558\uc9c0 \uc54a\ub294 \ubcf4\uae09\ud615 \uc2b9\uc6a9\ucc28 \ubaa8\ud130, \uc0b0\uc5c5 \uc7a5\ube44\uc758 \uae30\uc5b4\ubc15\uc2a4 \uc5c6\ub294 \uc9c1\uacb0 \uad6c\ub3d9 \uc194\ub8e8\uc158 \ub4f1\uc5d0\uc11c \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4. Nidec\uc758 Embraco \ubaa8\ud130 \uc790\uc0b0 \uc778\uc218, Valeo\uc640 \uc9c0\uba58\uc2a4\uc758 800V \ud2b8\ub7ed\uc6a9 e-\uc561\uc2ac \ud569\uc791 \ud22c\uc790 \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\ub3c4 \ud65c\ubc1c\ud569\ub2c8\ub2e4. \uc2a4\uc704\uce58\ub4dc \ub9b4\ub7ed\ud134\uc2a4 \uc81c\uc5b4 \ubc0f \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc5f4 \uad00\ub9ac \uad00\ub828 \ud2b9\ud5c8 \ucd9c\uc6d0\uc774 2024\ub144\uc5d0 35% \uae09\uc99d\ud558\ub294 \ub4f1 \uae30\uc220 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud558\uac8c \uc804\uac1c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: \uc9c0\uba58\uc2a4 \ubaa8\ube4c\ub9ac\ud2f0\ub294 Akiem\uc73c\ub85c\ubd80\ud130 2.4MW \uc804\uae30 \uc791\ub3d9\uc774 \uac00\ub2a5\ud55c Vectron Dual Mode \uae30\uad00\ucc28 50\ub300(\ucd94\uac00 40\ub300 \uc635\uc158 \ud3ec\ud568)\ub97c \uc218\uc8fc\ud558\uba70 \uce5c\ud658\uacbd \ucca0\ub3c4 \ud2b8\ub799\uc158 \ubd84\uc57c\uc758 \uc5ed\ub7c9\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 6\uc6d4: \uc911\uad6d\uc758 \uc8fc\uc694 \ucca0\ub3c4 \ubd80\ud488 \ubc0f \uae30\uad00\ucc28 \uc81c\uc870\uc5c5\uccb4\uc778 CRRC Corporation Limited\ub294 \uc601\uad6c \uc790\uc11d \ud2b8\ub799\uc158 \ubaa8\ud130\ub97c \ud0d1\uc7ac\ud558\uc5ec \ucd5c\uace0 \uc18d\ub3c4 160km\/h, 50% \uacbd\uc0ac \ub4f1\ud310 \ub2a5\ub825\uc744 \uac16\ucd98 \uace0\uc18d \uc5f4\ucc28\ub97c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 3\uc6d4: \uc2a4\uc704\uc2a4 \uc81c\uc870 \uae30\uc5c5 ABB Ltd\ub294 \ud604\ub300 \ub85c\ud15c\uacfc 1.5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec \ud638\uc8fc \ud038\uc990\ub79c\ub4dc\uc6a9 \uc5f4\ucc28 65\ub300\uc5d0 \ud2b8\ub799\uc158 \ubaa8\ud130\ub97c \ud3ec\ud568\ud55c \ud2b8\ub799\uc158 \ud328\ud0a4\uc9c0\ub97c \uacf5\uae09\ud558\uae30\ub85c \ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 2\uc6d4: \uc778\ub3c4 \ucf5c\uce74\ud0c0 \ub3d9\ubd80 \ucca0\ub3c4(ER)\ub294 14\ub300\uc758 \uae30\uad00\ucc28\uc5d0 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc774\ud0c8 \uac10\uc9c0 \uc2dc\uc2a4\ud15c\uc744 \ub3c4\uc785\ud558\uc5ec \ucd1d 78\ub300\uc758 \uae30\uad00\ucc28\uc5d0 \uc801\uc6a9\uc744 \uc644\ub8cc\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \ud2b8\ub799\uc158 \ubaa8\ud130\uac00 \ub290\uc2a8\ud558\uac8c \uace0\uc815\ub420 \uacbd\uc6b0 \uc790\ub3d9\uc73c\ub85c \uc81c\ub3d9\uc744 \uac78\uc5b4 \uc5f4\ucc28 \uc548\uc804\uc744 \ud06c\uac8c \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc804\uae30 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \ucca0\ub3c4 \ucc28\ub7c9, \ub3c4\ub85c\uc6a9 \uc804\uae30\ucc28 \ubc0f \ud2b9\uc815 \uc0b0\uc5c5 \uc6b4\uc1a1 \uc218\ub2e8\uc744 \uc9c1\uc811 \ucd94\uc9c4\ud558\ub294 \uacf5\uc7a5 \uc81c\uc870 \ud68c\uc804 \uae30\uacc4\ub97c \ub300\uc0c1\uc73c\ub85c \ud558\uba70, \uc804\uae30 \uc5d0\ub108\uc9c0\ub97c \uae30\uacc4\uc801 \ud1a0\ud06c\ub85c \ubcc0\ud658\ud558\ub294 \ubaa8\ud130\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \uace0\uc815 \uc18d\ub3c4 \uc0b0\uc5c5\uc6a9 \ub4dc\ub77c\uc774\ube0c\ub098 \ud68c\uc0dd \uc81c\ub3d9 \ubc1c\uc804\uae30\uc6a9 \ubaa8\ud130\ub294 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654\ub294 \uad50\ub958(\uc720\ub3c4, \uc601\uad6c\uc790\uc11d \ub3d9\uae30, \uc2a4\uc704\uce58\ub4dc \ub9b4\ub7ed\ud134\uc2a4) \ubc0f \uc9c1\ub958(\ube0c\ub7ec\uc2dc\ub4dc, \ube0c\ub7ec\uc2dc\ub9ac\uc2a4 DC) \uc720\ud615, 200kW \ubbf8\ub9cc, 200~400kW, 400kW \ucd08\uacfc\uc758 \ucd9c\ub825 \ub4f1\uae09, \uacf5\ub7ad\uc2dd, \uc561\ub7ad\uc2dd, \uc790\uac00 \ud1b5\ud48d\uc2dd \ub0c9\uac01 \uc720\ud615, 1kV \ubbf8\ub9cc, 1~3kV, 3kV \ucd08\uacfc\uc758 \uc804\uc555 \ub4f1\uae09, \uadf8\ub9ac\uace0 \ucca0\ub3c4, \uc804\uae30\ucc28, \uc0b0\uc5c5 \uae30\uacc4, \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ub4dc\ub860, eVTOL)\ubcc4\ub85c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \ub610\ud55c \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \ubd84\uc11d\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc544\uc2dc\uc544 \uc804\uc5ed\uc758 \uace0\uc18d \ucca0\ub3c4 \uc804\ucca0\ud654 \ud504\ub85c\uc81d\ud2b8 \uae09\uc99d, \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28\uc5d0\uc11c 800V \ud2b8\ub799\uc158 \ubaa8\ud130\ub97c \ud65c\uc6a9\ud55c OEM\uc758 \uc790\uccb4 e-\uc561\uc2ac \ud1b5\ud569 \uc804\ud658, 70kg \ubbf8\ub9cc\uc758 \uace0\uc8fc\ud30c \ubaa8\ud130\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130 \ucc44\ud0dd, \uc778\ub3c4 \ubc0f EU CBAM(\ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998)\uc5d0 \ub530\ub978 \ubaa8\ud130 \uc81c\uc870 \ud604\uc9c0\ud654 \uc758\ubb34\ud654, \uadf8\ub9ac\uace0 \uc911\uad6d \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 \uc774\ud6c4 NdFeB \uc790\uc11d \uac00\uaca9\uc758 \uae09\uaca9\ud55c \ud558\ub77d \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc720\ub7fd \ub0b4 \uc601\uad6c\uc790\uc11d \ubaa8\ud130 \uacf5\uae09\uc744 \uc81c\uc57d\ud558\ub294 \ud76c\ud1a0\ub958 \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c \ubd80\uc871, \uc18c\ud615 EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c 400kW \uc774\uc0c1 \ucd9c\ub825 \uc2dc \ubc1c\uc0dd\ud558\ub294 \uc5f4 \uad00\ub9ac \ubb38\uc81c, \ub0a8\ubbf8\uc758 \ud30c\ud3b8\ud654\ub41c \ucca0\ub3c4 \uc870\ub2ec \uc8fc\uae30\uc640 \uadf8\ub85c \uc778\ud55c \ubd88\uaddc\uce59\ud55c \uc218\uc694, \uadf8\ub9ac\uace0 \ucca0\ub3c4 \ud2b8\ub799\uc158 \ubaa8\ud130\uc5d0 \ub300\ud55c EN 45545-2 \ud654\uc7ac \uc548\uc804 \uaddc\uc815\uc758 \ub192\uc740 \uc778\uc99d \ube44\uc6a9 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc804\uae30 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 263\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774 \uc911 \uc804\uae30\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.8%\uc758 \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. OEM\ub4e4\uc774 \ud2b8\ub799\uc158 \ubaa8\ud130 \uc0dd\uc0b0\uc744 \uc790\uccb4\uc801\uc73c\ub85c \ud1b5\ud569\ud558\ub294 \uc774\uc720\ub294 \uc5f4 \uc131\ub2a5, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc5c5\ub370\uc774\ud2b8 \ubc0f \ube44\uc6a9\uc5d0 \ub300\ud55c \ud1b5\uc81c\ub825\uc744 \uac15\ud654\ud558\uc5ec \ub9c8\uc9c4\uc744 \uac1c\uc120\ud558\uace0 \uacf5\uae09 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud568\uc785\ub2c8\ub2e4. \ub610\ud55c, CBAM\uc740 \uc720\ub7fd\uc73c\ub85c \uc218\uc785\ub418\ub294 \ubaa8\ud130 \ube44\uc6a9\uc744 8~12% \uc99d\uac00\uc2dc\ucf1c \ud604\uc9c0 \uc0dd\uc0b0\uc744 \uc7a5\ub824\ud558\ub294 \ud6a8\uacfc\ub97c \uac00\uc838\uc635\ub2c8\ub2e4. \uace0\ucd9c\ub825 \ubaa8\ud130\uc5d0\uc11c\ub294 \uc561\ub7ad\uc2dd, \ud2b9\ud788 \uc9c1\uc811 \uc624\uc77c \uc2dc\uc2a4\ud15c\uc774 \ud6a8\uc728\uc801\uc778 \uc5f4 \ubd80\ud558 \ucc98\ub9ac \ub2a5\ub825\uc73c\ub85c \uc778\ud574 \uc5f0\ud3c9\uade0 11.3% \uc131\uc7a5\ud558\uba70 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860\uc740 \uc720\ub7fd\uc758 \ucca0\ub3c4 \ucc28\ub7c9 \ud1b5\ud569\uc5c5\uccb4, \uc911\uad6d\uc758 EV \uad6c\ub3d9\uacc4 \uc5d4\uc9c0\ub2c8\uc5b4, \ubd81\ubbf8\uc758 \uc6b4\uc1a1 \uad6c\ub9e4\uc790\ub4e4\uacfc\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 \uad6d\uc81c \ucca0\ub3c4 \uc5f0\ub9f9 \ud1b5\uacc4, \uc720\ub85c\uc2a4\ud0c0\ud2b8 \ubb34\uc5ed \ucf54\ub4dc, \uad6d\uc81c \uc5d0\ub108\uc9c0 \uae30\uad6c\uc758 EV \uc7ac\uace0 \uc804\ub9dd \ub4f1 \uacf5\uac1c\ub41c \uc2dc\uacc4\uc5f4 \ub370\uc774\ud130\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \uacb0\ud569\ud558\uc5ec \ucca0\ub3c4 \ucc28\ub7c9 \uc8fc\ud589 \uac70\ub9ac, EV \uc0dd\uc0b0\ub7c9, \uc0b0\uc5c5\uc6a9 \uc154\ud2c0 \uc0dd\uc0b0\ub7c9\uc744 \uc124\uce58\ub41c \ubaa8\ud130 \uc218\ub85c \ubcc0\ud658\ud558\uace0 \uc9c0\uc5ed\ubcc4 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \uacf1\ud558\uc5ec \uc0b0\ucd9c\ub429\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \ub3c5\ub9bd\uc801\uc778 \uac00\uaca9 \uc9c0\uc218 \ubc0f \uc0dd\uc0b0 \ucd94\uc801\uae30\uc640 \ube44\uad50\ud558\uc5ec \uac80\uc99d\ub418\uba70, \ub9e4\ub144 \uac31\uc2e0\ub429\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(M&#038;A, \ud30c\ud2b8\ub108\uc2ed), \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f ABB, Siemens, CRRC, Toshiba, Nidec \ub4f1 \uc8fc\uc694 20\uc5ec\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\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-35767","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\/35767"}],"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=35767"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/35767\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=35767"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=35767"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=35767"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}