{"id":36262,"date":"2026-02-11T02:56:02","date_gmt":"2026-02-11T02:56:02","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-lithium-ion-battery-separator-market-for-electric-vehicle-application-mordor\/"},"modified":"2026-10-23T06:54:41","modified_gmt":"2026-10-22T21:54:41","slug":"global-lithium-ion-battery-separator-market-for-electric-vehicle-application-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-lithium-ion-battery-separator-market-for-electric-vehicle-application-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ubd84\ub9ac\ub9c9 \uc2dc\uc7a5 &#8211; \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026 &#8211; 2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-lithium-ion-battery-separator-market-for-electric-vehicle-application-1765781908237-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\/global-lithium-ion-battery-separator-market-for-electric-vehicle-application-size-image-1768490152355.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ub3d9\ud5a5<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \uae09\uc99d\ud558\ub294 \uae00\ub85c\ubc8c EV \ud310\ub9e4 \ubc0f \uae30\uac00\ud329\ud1a0\ub9ac \uad6c\ucd95<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uc2b5\uc2dd PE\/PP \ubd84\ub9ac\ub9c9\uc758 \uae09\uaca9\ud55c \ube44\uc6a9 \ud558\ub77d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \uad6d\ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 OEM\uc758 \uace0\uc5d0\ub108\uc9c0 4680 \ubc0f \ub300\ud615 \uc140\ub85c\uc758 \uc804\ud658<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \uc5f4 \uc548\uc804\uc744 \uc704\ud55c \uc138\ub77c\ubbf9 \ucf54\ud305 \uc167\ub2e4\uc6b4 \uce35 \ucc44\ud0dd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \uacac\uace0\ud55c \ubd84\ub9ac\ub9c9\uc774 \ud544\uc694\ud55c \uace0\uc804\uc555(4.4V \uc774\uc0c1) \ud654\ud559 \ubb3c\uc9c8\uc758 \uac00\uc18d\ud654\ub41c \ucd9c\uc2dc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 PP \ubc0f PE \uc218\uc9c0 \uacf5\uae09 \ubcc0\ub3d9\uc131 \ubc0f \uac00\uaca9 \uae09\ub4f1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \uc5c4\uaca9\ud55c \ubc30\ud130\ub9ac \uc548\uc804 \uaddc\uc815 \uc900\uc218 \ud14c\uc2a4\ud2b8 \ube44\uc6a9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uc7a5\uae30 \uc218\uc694\ub97c \uc704\ud611\ud558\ub294 \ucd08\uae30 \ub2e8\uacc4\uc758 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \ubd88\uc18c\ud654 \ubc14\uc778\ub354 \ucca8\uac00\uc81c\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 PFAS \uad00\ub828 \uaddc\uc81c<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \ubd84\ub9ac\ub9c9 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \uc2b5\uc2dd \ud3f4\ub9ac\uc62c\ub808\ud540<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \uac74\uc2dd \ud3f4\ub9ac\uc62c\ub808\ud540<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \uc138\ub77c\ubbf9 \ucf54\ud305<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \uc7ac\ub8cc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \ud3f4\ub9ac\ud504\ub85c\ud544\ub80c (PP)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \ud3f4\ub9ac\uc5d0\ud2f8\ub80c (PE)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \ub2e4\uce35 PP\/PE\/PP<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \ubd80\uc9c1\ud3ec \ubc0f \uae30\ud0c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ub450\uaed8\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 15 \u00b5m \uc774\ud558<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 16 ~ 20 \u00b5m<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 21 ~ 25 \u00b5m<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 25 \u00b5m \ucd08\uacfc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ubc30\ud130\ub9ac \ud3fc \ud329\ud130\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \ud30c\uc6b0\uce58 \uc140<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uc6d0\ud1b5\ud615 \uc140<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \uac01\ud615 \uc140<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \ucf54\ud305 \uae30\uc220\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \uc778\ub77c\uc778 \uc138\ub77c\ubbf9 \ucf54\ud305<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \uc624\ud504\ub77c\uc778 \uc138\ub77c\ubbf9 \ucf54\ud305<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uae30\ub2a5\uc131 \uace0\ubd84\uc790 \ucf54\ud305<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \ubb34\ucf54\ud305 \ud3f4\ub9ac\uc62c\ub808\ud540<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.6 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.6.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.2 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.2 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.6 \ub124\ub35c\ub780\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.7 \ubd81\uc720\ub7fd \uad6d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.8 \ub7ec\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.9 \uae30\ud0c0 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.2 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.3 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.4 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.4 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.2 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Asahi Kasei Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Semcorp (Shanghai Energy New Materials)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 SK IE Technology<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Toray Industries<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Entek International<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 W-Scope Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Senior Technology Material<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Freudenberg Performance Materials<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Sumitomo Chemical<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 Ube Maxell<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Daramic (Polypore)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 LG Chem<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Mitsui Chemicals<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Celgard LLC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Shenzhen Zhongxing New Energy<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Putian New Energy<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Targray Technology International<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Green Zhongke (GZK)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Enjie Group<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Amer SIL<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ubd84\ub9ac\ub9c9 \uc2dc\uc7a5(\uc804\uae30\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158) \uac1c\uc694<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uc804\uae30\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ubd84\ub9ac\ub9c9 \uc2dc\uc7a5\uc740 2025\ub144 49\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 56\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. 2031\ub144\uc5d0\ub294 107\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 13.62%\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ud655\uc7a5\uc740 \uc138 \uac00\uc9c0 \uc8fc\uc694 \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \uccab\uc9f8, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV) \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, \uac01\uad6d \uc815\ubd80\uac00 \ud604\uc9c0 \ubc30\ud130\ub9ac \uc140 \uc0dd\uc0b0\uc5d0 \ubcf4\uc870\uae08\uc744 \uc9c0\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ub354 \uac15\ub825\ud55c \uc5f4 \ucc28\ub2e8 \ud2b9\uc131\uc744 \uc694\uad6c\ud558\ub294 \uace0\uc804\uc555 \ud654\ud559 \ubb3c\uc9c8\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\uae30\ucc28 \ud310\ub9e4 \uae09\uc99d \ubc0f \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ud655\ub300: 2024\ub144 \uc804 \uc138\uacc4 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 \ud310\ub9e4\ub7c9\uc740 1,400\ub9cc \ub300\ub97c \ub118\uc5b4\uc130\uc73c\uba70, 2025\ub144\ubd80\ud130 2027\ub144\uae4c\uc9c0 312GWh \uaddc\ubaa8\uc758 \uc0c8\ub85c\uc6b4 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uacc4\ud68d\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. 1GWh\uc758 \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc5d0\ub294 \uc57d 250\ub9cc m\u00b2\uc758 \ubd84\ub9ac\ub9c9 \ud544\ub984\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \uacf5\uae09 \ubd80\uc871\uc744 \uc2ec\ud654\uc2dc\ud0a4\uace0 \ub2e4\ub144\uac04\uc758 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ubd81\ubbf8 \uc9c0\uc5ed\uc740 2029\ub144\uae4c\uc9c0 999GWh\uc758 \ubd84\ub9ac\ub9c9 \ubd80\uc871\uc774 \uc608\uc0c1\ub418\uc5b4 \uc544\uc0ac\ud788 \uce74\uc138\uc774(Asahi Kasei)\uc758 \uc628\ud0c0\ub9ac\uc624 \uacf5\uc7a5(7\uc5b5 m\u00b2 \uaddc\ubaa8)\uacfc \uac19\uc740 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 4.2%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc911\uae30\uc801\uc778(2-4\ub144) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uc2b5\uc2dd PE\/PP \ubd84\ub9ac\ub9c9\uc758 \uae09\uaca9\ud55c \ube44\uc6a9 \ud558\ub77d: 2022\ub144\ubd80\ud130 2024\ub144\uae4c\uc9c0 \uc790\ub3d9\ud654\ub41c \uc0c1 \ubd84\ub9ac \ubc0f \uc5f0\uc2e0 \uacf5\uc815 \ub355\ubd84\uc5d0 \uc2b5\uc2dd \uacf5\uc815 \ube44\uc6a9\uc774 30% \uc808\uac10\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub192\uc740 \ucc98\ub9ac\ub7c9\uc744 \uac00\uc9c4 \uc911\uad6d \uc0dd\uc0b0 \ub77c\uc778\uc5d0 \uacbd\uc7c1 \uc6b0\uc704\ub97c \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \ube44\uc6a9 \uc808\uac10\uc740 \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ub354 \ub450\uaecd\uac70\ub098 \ucf54\ud305\ub41c \ubd84\ub9ac\ub9c9\uc744 \ud544\uc694\ub85c \ud558\ub294 \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 \uc591\uadf9\uc7ac \ubc0f \uc2e4\ub9ac\ucf58 \uc74c\uadf9\uc7ac\uc5d0 \ud22c\uc790\ub97c \ud560 \uc218 \uc788\uac8c \ud558\uc5ec 2027\ub144\uae4c\uc9c0 \uc2b5\uc2dd \uacf5\uc815\uc758 \uc9c0\ubc30\ub825\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 2.8%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c \ub2e8\uae30\uc801\uc778(2\ub144 \uc774\ub0b4) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uad6d\ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \ubbf8\uad6d\uc0b0 \ubd84\ub9ac\ub9c9\uc5d0 \ub300\ud574 m\u00b2\ub2f9 0.40\ub2ec\ub7ec\ub97c \uc9c0\uae09\ud558\uc5ec \uc804\ud658 \ube44\uc6a9\uc758 \ucd5c\ub300 20%\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569 \ubc30\ud130\ub9ac \uaddc\uc815\uc740 2025\ub144\ubd80\ud130 \ud0c4\uc18c \ubc1c\uc790\uad6d \uacf5\uac1c\ub97c \uc758\ubb34\ud654\ud558\uace0 \uc800\ud0c4\uc18c \uacf5\uae09\uc744 \uc120\ud638\ud558\uc5ec \uc7ac\uc0dd\uc5d0\ub108\uc9c0\ub85c \uac00\ub3d9\ub418\ub294 \ud3f4\ub780\ub4dc \ubc0f \ud5dd\uac00\ub9ac \uacf5\uc7a5\uc73c\ub85c \uc8fc\ubb38\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ub610\ud55c \uc7a5\uc464\uc131 \ubc0f \uad11\ub465\uc131\uc5d0\uc11c \ubd84\ub9ac\ub9c9 \ud655\uc7a5\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uc9c0\uc6d0\ud558\uc5ec \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 3.5%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \ubd81\ubbf8, \uc720\ub7fd, \uc911\uad6d\uc5d0\uc11c \uc911\uae30\uc801\uc778(2-4\ub144) \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uace0\uc5d0\ub108\uc9c0 4680 \ubc0f \ub300\ud615 \uc140\ub85c\uc758 OEM \uc804\ud658: \ud14c\uc2ac\ub77c\uc758 4680 \uc6d0\ud1b5\ud615 \uc140\uc740 \uc5f4 \uc548\uc815\uc131\uc744 \uc704\ud574 \uc138\ub77c\ubbf9 \ucf54\ud305\uc774 \uc801\uc6a9\ub41c 21-25 \u00b5m \ubc94\uc704\uc758 \ubd84\ub9ac\ub9c9\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. CATL\uc758 \uc140-\ud22c-\ud329(cell-to-pack) Qilin \uc544\ud0a4\ud14d\ucc98\ub294 \uc555\ucd95 \uad00\ub9ac\ub97c \uc704\ud574 \ub354 \ub450\uaebc\uc6b4 \ud544\ub984\uc744 \uc0ac\uc6a9\ud558\ub294 \uac01\ud615 \uc140\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. BYD\uc758 \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac(Blade battery)\ub294 \uae34 \uac01\ud615 \uc140\uc744 \uc100\uc2dc\uc5d0 \ud1b5\ud569\ud558\uba70 \ucda9\ub3cc \uc800\ud56d\uc131\uc744 \uc704\ud574 \uace0\ubd84\uc790 \uacb0\ud569 \ubd84\ub9ac\ub9c9\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 2.1%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \ubd81\ubbf8 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \uc7a5\uae30\uc801\uc778(4\ub144 \uc774\uc0c1) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc5f4 \uc548\uc804\uc744 \uc704\ud55c \uc138\ub77c\ubbf9 \ucf54\ud305 \ucc28\ub2e8\uce35 \ucc44\ud0dd: \uc774 \uc694\uc778\uc740 CAGR\uc5d0 3.3%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc911\uae30\uc801\uc778(2-4\ub144) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uacac\uace0\ud55c \ubd84\ub9ac\ub9c9\uc744 \ud544\uc694\ub85c \ud558\ub294 \uace0\uc804\uc555(>4.4V) \ud654\ud559 \ubb3c\uc9c8\uc758 \uac00\uc18d\ud654\ub41c \ucd9c\uc2dc: \uc774 \uc694\uc778\uc740 CAGR\uc5d0 2.6%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc7a5\uae30\uc801\uc778(4\ub144 \uc774\uc0c1) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   PP \ubc0f PE \uc218\uc9c0 \uacf5\uae09 \ubcc0\ub3d9\uc131 \ubc0f \uac00\uaca9 \uae09\ub4f1: 2024\ub144 \ucd08 \uc911\ub3d9 \ub098\ud504\ud0c0 \uc0dd\uc0b0 \ucc28\uc9c8\ub85c \uc778\ud574 \ud3f4\ub9ac\ud504\ub85c\ud544\ub80c \ubc0f \ud3f4\ub9ac\uc5d0\ud2f8\ub80c \uac00\uaca9\uc774 18% \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc218\uc9c0\ub294 \ubd84\ub9ac\ub9c9 \ube44\uc6a9\uc758 92%\ub97c \ucc28\uc9c0\ud558\ubbc0\ub85c \uc774\ub294 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud569\ub2c8\ub2e4. \uc11d\uc720\ud654\ud559 \ud1b5\ud569\uc774 \uc5c6\ub294 \uc9c0\uc5ed \uacf5\uc7a5\uc740 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc774\ub7ec\ud55c \ubcc0\ub3d9\uc131\uc5d0 \ub178\ucd9c\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 -1.8%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ub2e8\uae30\uc801\uc778(2\ub144 \uc774\ub0b4) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uc5c4\uaca9\ud55c \ubc30\ud130\ub9ac \uc548\uc804 \uaddc\uc815 \uc900\uc218 \ud14c\uc2a4\ud2b8 \ube44\uc6a9: UL \ubc0f IEC \ud45c\uc900\uacfc \uac19\uc740 \uc5c4\uaca9\ud55c \ubc30\ud130\ub9ac \uc548\uc804 \uaddc\uc815 \uc900\uc218 \ud14c\uc2a4\ud2b8\ub294 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 -0.9%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc5d0\uc11c \uc911\uae30\uc801\uc778(2-4\ub144) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ucd08\uae30 \ub2e8\uacc4\uc758 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uac00 \uc7a5\uae30 \uc218\uc694\ub97c \uc704\ud611: \ud000\ud140\uc2a4\ucf00\uc774\ud504(QuantumScape)\uac00 2028\ub144 \uc774\ud6c4 \uacc4\ud68d\ud558\uace0 \uc788\ub294 20GWh \uaddc\ubaa8\uc758 \uc138\ub77c\ubbf9 \uc804\ud574\uc9c8 \ub77c\uc778\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ubd80\ubb38\uc5d0\uc11c \ud3f4\ub9ac\uc62c\ub808\ud540 \uc218\uc694\ub97c \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uc758 \ube44\uc6a9\uc740 kWh\ub2f9 400-600\ub2ec\ub7ec\ub85c \uae30\uc874 \ubc30\ud130\ub9ac \ud329\uc758 156\ub2ec\ub7ec\uc5d0 \ube44\ud574 \uc5ec\uc804\ud788 \ub192\uc2b5\ub2c8\ub2e4. \ubd84\ub9ac\ub9c9 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub450 \uac00\uc9c0 \uc544\ud0a4\ud14d\ucc98 \ubaa8\ub450\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uc138\ub77c\ubbf9 \uc804\ud574\uc9c8 \ucf54\ud305\uc5d0 \ud22c\uc790\ud558\uc5ec \uc704\ud5d8\uc744 \ubd84\uc0b0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 -1.2%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc7a5\uae30\uc801\uc778(4\ub144 \uc774\uc0c1) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ubd88\uc18c\uacc4 \ubc14\uc778\ub354 \ucca8\uac00\uc81c\uc5d0 \ub300\ud55c PFAS \uad00\ub828 \uaddc\uc81c \uac15\ud654: \uc720\ub7fd(ECHA)\uc5d0\uc11c PFAS \uad00\ub828 \uaddc\uc81c\uac00 \uac15\ud654\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ubd81\ubbf8 \uc9c0\uc5ed\uc73c\ub85c \ud655\uc0b0\ub420 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 CAGR\uc5d0 -0.7%\uc758 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc720\ub7fd\uc744 \uc911\uc2ec\uc73c\ub85c \uc911\uae30\uc801\uc778(2-4\ub144) \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>4.1. \ubd84\ub9ac\ub9c9 \uc720\ud615\ubcc4: \uc138\ub77c\ubbf9 \ucf54\ud305\uc774 \uc548\uc804 \uacbd\uc81c\uc131\uc744 \uc7ac\uc815\uc758<\/p>\n<p>\uc2b5\uc2dd \ud3f4\ub9ac\uc62c\ub808\ud540\uc740 2025\ub144 \ub9e4\ucd9c\uc758 55.90%\ub97c \ucc28\uc9c0\ud558\uba70 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub192\uc740 \uc774\uc628 \uc804\ub3c4\uc131\uc744 \uc81c\uacf5\ud558\uc5ec 800V \uace0\uc18d \ucda9\uc804 \ucc28\ub7c9 \ud50c\ub7ab\ud3fc\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \uc138\ub77c\ubbf9 \ucf54\ud305 \ud544\ub984\uc740 20.30%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc778\ub77c\uc778 \ucf54\ud305 \uae30\uc220 \ub355\ubd84\uc5d0 \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4\uc774 m\u00b2\ub2f9 0.12\ub2ec\ub7ec\ub85c \uc904\uc5b4\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28 \ud504\ub85c\uadf8\ub7a8\uc5d0\uc11c \ub354 \uac15\ub825\ud55c \uc548\uc804 \ub9c8\uc9c4\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac74\uc2dd \uacf5\uc815\uc740 \uc778\uc7a5 \uac15\ub3c4\uac00 \ud544\uc694\ud55c \uc6d0\ud1b5\ud615 \uc140\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. UL 1973 \ubc0f IEC 62619 \ud45c\uc900\uc740 \uc5f4 \ucc28\ub2e8 \uc131\ub2a5\uc744 \uac15\uc870\ud558\uba70 \ucf54\ud305 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2b5\uc2dd \ubc0f \ucf54\ud305 \ub77c\uc778\uc744 \ubaa8\ub450 \ubcf4\uc720\ud55c \uc0dd\uc0b0\uc790\ub4e4\uc740 \uac00\uaca9 \ubc0f \uc548\uc804 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c \uc0dd\uc0b0\ub7c9\uc744 \uc870\uc808\ud558\uc5ec 2027\ub144 \uc774\ud6c4 \ucf54\ud305 \ubd84\ub9ac\ub9c9 \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub428\uc5d0 \ub530\ub77c \uc2dc\uc7a5 \uade0\ud615\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>4.2. \uc7ac\ub8cc\ubcc4: \ubd80\uc9c1\ud3ec \uae30\ud310\uc774 \ud3f4\ub9ac\uc62c\ub808\ud540\uc758 \uc9c0\ubc30\ub825\uc5d0 \ub3c4\uc804<\/p>\n<p>\ud3f4\ub9ac\ud504\ub85c\ud544\ub80c(PP)\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 43.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 165\u00b0C\uae4c\uc9c0\uc758 \uc5f4 \uc548\uc815\uc131\uc774 \uac15\uc810\uc785\ub2c8\ub2e4. \ud3f4\ub9ac\uc5d0\ud2f8\ub80c(PE)\uc740 135\u00b0C\uc5d0\uc11c \ub179\uc544 \ucc28\ub2e8 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubd80\uc9c1\ud3ec \uae30\ud310\uc740 \uc5f0\uac04 18.10% \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, 70% \uc774\uc0c1\uc758 \ub2e4\uacf5\uc131\uc744 \ud1b5\ud574 \uc804\ud574\uc561 \ud761\uc218\ub97c \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \ub354 \uc587\uc740 \ud544\ub984\uc73c\ub85c \ubc30\ud130\ub9ac \ud329 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ubc29\uc0ac(electrospinning) \uacf5\uc815\uc758 \ucc98\ub9ac\ub7c9\uc740 \uc555\ucd9c \uacf5\uc815\ubcf4\ub2e4 \ub0ae\uc544 \ube44\uc6a9\uc774 \ub192\uc9c0\ub9cc, \uace0\uc131\ub2a5 \uc804\uae30\ucc28\uc758 12 \u00b5m \ubd84\ub9ac\ub9c9\uc5d0 \ub300\ud55c \ud2c8\uc0c8 \uc218\uc694\uac00 \ucd08\uae30 \uc8fc\ubb38\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uce35 PP\/PE\/PP \uc2a4\ud0dd\uc740 \uac01\ud615 \uc140\uc5d0\uc11c \uc8fc\ub958\ub97c \uc774\ub8e8\uba70 \uacac\uace0\uc131\uacfc \uc5f4 \ud4e8\uc988 \uae30\ub2a5\uc744 \uacb0\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud615\ud0dc\ub294 2031\ub144\uae4c\uc9c0 \ud3f4\ub9ac\uc62c\ub808\ud540\uc774 60% \uc774\uc0c1\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>4.3. \ub450\uaed8\ubcc4: \uc548\uc804 \ub9c8\uc9c4\uc774 \ub354 \ub450\uaebc\uc6b4 \ud544\ub984\uc744 \uc720\ub3c4<\/p>\n<p>16-20 \u00b5m \ubc94\uc704\ub294 2025\ub144 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ubd84\ub9ac\ub9c9 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 44.70%\ub97c \ucc28\uc9c0\ud558\uba70, \ube44\uc6a9\uacfc \uae30\uacc4\uc801 \ubb34\uacb0\uc131 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \uc774\ub8f9\ub2c8\ub2e4. 21-25 \u00b5m \ubc94\uc704\ub294 17.30% \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \ub354 \ub450\uaebc\uc6b4 \uac8c\uc774\uc9c0\ub294 \uc138\ub77c\ubbf9 \ucf54\ud305\uc744 \uc218\uc6a9\ud558\uace0 \ub300\ud615 \uc140\uc758 \ucc9c\uacf5 \uc704\ud5d8\uc744 \uc644\ud654\ud569\ub2c8\ub2e4. \ud3c9\uade0 \ubd84\ub9ac\ub9c9 \uc18c\ube44\ub7c9\uc740 2024\ub144 kWh\ub2f9 1.8 m\u00b2\uc5d0\uc11c 2028\ub144 2.0 m\u00b2\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc804\uae30\ucc28 \ud310\ub9e4\ub7c9 \uc99d\uac00\ub97c \ub118\uc5b4\uc120 \ucd94\uac00\uc801\uc778 \ubb3c\ub7c9 \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>4.4. \ubc30\ud130\ub9ac \ud3fc \ud329\ud130\ubcc4<\/p>\n<p>\ud30c\uc6b0\uce58 \uc140\uc740 2025\ub144 49.00%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uac01\ud615 \uc140\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 18.70%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4.5. \ucf54\ud305 \uae30\uc220\ubcc4<\/p>\n<p>\ube44\ucf54\ud305 \ud3f4\ub9ac\uc62c\ub808\ud540\uc740 2025\ub144 59.60%\uc758 \uc810\uc720\uc728\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc778\ub77c\uc778 \uc138\ub77c\ubbf9 \ucf54\ud305\uc740 20.60%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>4.6. \uc9c0\uc5ed\ubcc4<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2025\ub144 \ub9e4\ucd9c\uc758 54.50%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\ub294 2031\ub144\uae4c\uc9c0 17.60%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc804\uae30\ucc28(EV)\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ubd84\ub9ac\ub9c9 \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \uc131\ub2a5, \uc548\uc804\uc131 \ubc0f \uc218\uba85\uc5d0 \uacb0\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ud575\uc2ec \ubd80\ud488\uc778 \ubd84\ub9ac\ub9c9\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubd84\ub9ac\ub9c9\uc740 \uc591\uadf9\uacfc \uc74c\uadf9 \uc0ac\uc774\uc5d0\uc11c \uc9c1\uc811\uc801\uc778 \uc811\ucd09\uc744 \ubc29\uc9c0\ud558\uba74\uc11c \ub9ac\ud2ac \uc774\uc628\uc758 \ud1b5\uacfc\ub97c \ud5c8\uc6a9\ud558\ub294 \uc587\uace0 \ub2e4\uacf5\uc131 \ub9c9\uc73c\ub85c, \uc8fc\ub85c \ud3f4\ub9ac\uc5d0\ud2f8\ub80c(PE), \ud3f4\ub9ac\ud504\ub85c\ud544\ub80c(PP) \ub610\ub294 \uc774\ub4e4\uc758 \ubcf5\ud569 \uc7ac\ub8cc(PP\/PE\/PP \uc0bc\uce35 \uad6c\uc870)\ub85c \uc81c\uc791\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \ubd84\ub9ac\ub9c9 \uc720\ud615, \uc7ac\ub8cc, \ub450\uaed8, \ubc30\ud130\ub9ac \ud3fc \ud329\ud130, \ucf54\ud305 \uae30\uc220 \ubc0f \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ubd84\ub9ac\ub9c9 \uc2dc\uc7a5\uc740 2026\ub144 56\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 107\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uae09\uaca9\ud55c \uc131\uc7a5\uc740 \uc5ec\ub7ec \uc8fc\uc694 \ub3d9\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \uc804 \uc138\uacc4\uc801\uc778 \uc804\uae30\ucc28 \ud310\ub9e4 \uae09\uc99d\uacfc \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ud655\ub300\uac00 \uac00\uc7a5 \ud070 \uc694\uc778\uc774\uba70, \uc2b5\uc2dd \uacf5\uc815 PE\/PP \ubd84\ub9ac\ub9c9\uc758 \ube44\uc6a9\uc774 \ube60\ub974\uac8c \ud558\ub77d\ud558\uace0 \uc788\ub294 \uc810\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ub610\ud55c, \uad6d\ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c, \uace0\uc5d0\ub108\uc9c0 4680 \ubc0f \ub300\ud615 \uc140\ub85c\uc758 OEM \uc804\ud658, \uc5f4 \uc548\uc804\uc744 \uc704\ud55c \uc138\ub77c\ubbf9 \ucf54\ud305 \uc167\ub2e4\uc6b4 \uce35 \ucc44\ud0dd, \uadf8\ub9ac\uace0 \uacac\uace0\ud55c \ubd84\ub9ac\ub9c9\uc744 \ud544\uc694\ub85c \ud558\ub294 \uace0\uc804\uc555(4.4V \uc774\uc0c1) \ud654\ud559 \ubb3c\uc9c8\uc758 \uac00\uc18d\ud654\ub41c \ub3c4\uc785\uc774 \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc5d0\ub294 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. PP \ubc0f PE \uc218\uc9c0 \uacf5\uae09\uc758 \ubcc0\ub3d9\uc131\uacfc \uac00\uaca9 \uae09\ub4f1, \uc5c4\uaca9\ud55c \ubc30\ud130\ub9ac \uc548\uc804 \uaddc\uc815 \uc900\uc218 \ud14c\uc2a4\ud2b8 \ube44\uc6a9, \uadf8\ub9ac\uace0 \uc7a5\uae30\uc801\uc73c\ub85c \uc218\uc694\ub97c \uc704\ud611\ud560 \uc218 \uc788\ub294 \ucd08\uae30 \ub2e8\uacc4\uc758 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uae30\uc220 \ubc1c\uc804\uc774 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uaf3d\ud799\ub2c8\ub2e4. \ub610\ud55c, \ubd88\uc18c\uacc4 \ubc14\uc778\ub354 \ucca8\uac00\uc81c\uc5d0 \ub300\ud55c PFAS \uad00\ub828 \uaddc\uc81c \uac15\ud654\ub3c4 \uc7a0\uc7ac\uc801\uc778 \uc704\ud5d8 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubd84\ub9ac\ub9c9 \uc720\ud615\ubcc4\ub85c\ub294 \uc6b0\uc218\ud55c \uc5f4 \ucc28\ub2e8 \uc131\ub2a5 \ub355\ubd84\uc5d0 \uc138\ub77c\ubbf9 \ucf54\ud305 \ud544\ub984\uc774 \uc5f0\ud3c9\uade0 20.30%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8 \uc2dc\uc7a5\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 Section 45X \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub97c \ud1b5\ud55c \ud604\uc9c0 \uacf5\uc7a5 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\uc640 2025\ub144\uc5d0\uc11c 2028\ub144 \uc0ac\uc774\uc5d0 450GWh \uc774\uc0c1\uc758 \uc0c8\ub85c\uc6b4 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uacc4\ud68d\ub418\uc5b4 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uce21\uba74\uc5d0\uc11c\ub294 Asahi Kasei, SK IE Technology, Semcorp, Toray Industries, Entek International\uc774 \ud604\uc7ac \ubd84\ub9ac\ub9c9 \uacf5\uae09\uc758 \uc57d 60%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc774\ub4e4 \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uacfc \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ub4f1\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uae30\uc220\uc740 2028\ub144 \uc774\ud6c4 \ud504\ub9ac\ubbf8\uc5c4 \ubd80\ubb38 \uc218\uc694\ub97c \uc7a0\uc2dd\ud560 \uc218 \uc788\uc9c0\ub9cc, \ub192\uc740 \ube44\uc6a9\uc73c\ub85c \uc778\ud574 2030\ub144\uae4c\uc9c0\ub294 \ud3f4\ub9ac\uc62c\ub808\ud540 \ubd84\ub9ac\ub9c9\uc774 \uc8fc\ub958\ub97c \uc774\ub8f0 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-36262","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\/36262"}],"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=36262"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/36262\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=36262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=36262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=36262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}