{"id":36472,"date":"2026-02-11T05:00:42","date_gmt":"2026-02-11T05:00:42","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-parts-and-components-market-mordor\/"},"modified":"2026-03-27T20:34:14","modified_gmt":"2026-03-27T11:34:14","slug":"electric-vehicle-parts-and-components-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-parts-and-components-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \ubd80\ud488 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d \u2013 \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\/electric-vehicle-parts-and-components-market-1758868485167-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-vehicle-parts-and-components-market-size-image-1767015071312.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 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d \ubc0f \uae30\uac00\ud329\ud1a0\ub9ac \uc0dd\uc0b0\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f ZEV \uc758\ubb34\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 OEM\uc758 800V \uc544\ud0a4\ud14d\ucc98 \uc804\ud658\uc73c\ub85c \uc804\ub825 \uc804\uc790 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uacf5\uacf5 \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc7a5\uce58 \ucc44\ud0dd\uc73c\ub85c \ubd80\ud488 ASP \uc0c1\uc2b9<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 E-\ud30c\uc6cc\ud2b8\ub808\uc778 \uc81c\uc5b4 \uc7a5\uce58 \ubd80\uc0c1<\/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 \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ubd88\ucda9\ubd84\ud55c \uc804\ub825\ub9dd \uc6a9\ub7c9<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud76c\ud1a0\ub958 \uc790\uc11d \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 OEM \uc218\uc9c1 \ud1b5\ud569\uc73c\ub85c 1\ucc28 \uacf5\uae09\uc5c5\uccb4 \uc218\uc775 \uac10\uc18c<\/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\/\uc18c\ube44\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 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58, USD)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \uc18c\ud615<\/li>\n<li class=\"toc-level-4\">5.1.1.2 SUV \/ \ud06c\ub85c\uc2a4\uc624\ubc84<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \uace0\uae09<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9<\/li>\n<li class=\"toc-level-4\">5.1.2.1 \uacbd\uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-4\">5.1.2.2 \ubc84\uc2a4 \ubc0f \ucf54\uce58<\/li>\n<li class=\"toc-level-4\">5.1.2.3 \uc911\ud615 \ubc0f \ub300\ud615 \ud2b8\ub7ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd94\uc9c4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubc30\ud130\ub9ac \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc5f0\ub8cc\uc804\uc9c0 \uc804\uae30\ucc28<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uad6c\uc131 \uc694\uc18c \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ubc30\ud130\ub9ac \ud329<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \ubc30\ud130\ub9ac \uc140<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc804\uae30 \ubaa8\ud130<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \uc601\uad6c \uc790\uc11d \ub3d9\uae30<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uc720\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uc2a4\uc704\uce58\ub4dc \ub9b4\ub7ed\ud134\uc2a4<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc804\ub825 \uc804\uc790 \uc7a5\uce58<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \uc778\ubc84\ud130<\/li>\n<li class=\"toc-level-4\">5.3.3.2 DC-DC \ucee8\ubc84\ud130<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc5f4 \uad00\ub9ac \uad6c\uc131 \uc694\uc18c<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \uc5f4 \uad50\ud658\uae30<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \ub0c9\uac01\ud310<\/li>\n<li class=\"toc-level-3\">5.3.5 \ubc30\uc120, \ud558\ub124\uc2a4 \ubc0f \ucee4\ub125\ud130<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc13c\uc11c \ubc0f \uc81c\uc5b4 \uc7a5\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc804\uc555 \ud50c\ub7ab\ud3fc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ucd5c\ub300 400V \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.4.2 800V \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.4.3 800V \uc774\uc0c1 \uc2dc\uc2a4\ud15c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uae30\ud0c0 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.6 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/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 \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \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 Contemporary Amperex Technology Co. Ltd (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.2 LG Energy Solution Ltd<\/li>\n<li class=\"toc-level-3\">6.4.3 Panasonic Holdings Corp.<\/li>\n<li class=\"toc-level-3\">6.4.4 BYD Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.6 Robert Bosch GmbH<\/li>\n<li class=\"toc-level-3\">6.4.7 Denso Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 Continental AG<\/li>\n<li class=\"toc-level-3\">6.4.9 Hyundai Mobis Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.10 Toyota Industries Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 BorgWarner Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Hitachi Astemo Ltd<\/li>\n<li class=\"toc-level-3\">6.4.13 Nidec Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 Magna International Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 ZF Friedrichshafen AG<\/li>\n<li class=\"toc-level-3\">6.4.16 Vitesco Technologies Group AG<\/li>\n<li class=\"toc-level-3\">6.4.17 Aisin Corp.<\/li>\n<li class=\"toc-level-3\">6.4.18 Valeo SA<\/li>\n<li class=\"toc-level-3\">6.4.19 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.20 Aptiv PLC<\/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\uae30\ucc28 \ubd80\ud488 \ubc0f \uad6c\uc131 \uc694\uc18c \uc2dc\uc7a5 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\uc804\uae30\ucc28 \ubd80\ud488 \ubc0f \uad6c\uc131 \uc694\uc18c \uc2dc\uc7a5\uc740 2025\ub144 2,102\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 2,231\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 2,999\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.12%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uacfc\uac70 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc5d0 \ube44\ud574 \ub2e4\uc18c \ub454\ud654\ub41c \ud655\uc7a5\uc138\ub294 \ub300\uaddc\ubaa8 \uc81c\uc870, \ubd80\ud488 \ud45c\uc900\ud654, \uc608\uce21 \uac00\ub2a5\ud55c \uc815\ucc45 \ud504\ub808\uc784\uc6cc\ud06c\uac00 \ucd08\uae30 \ub3c4\uc785\uc758 \ubaa8\uba58\ud140\uc744 \ub300\uccb4\ud558\uba74\uc11c \uacf5\uae09-\uc218\uc694 \uade0\ud615\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \uc2dc\uc7a5\uc740 \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uc0c1\uc6a9\ucc28), \ucd94\uc9c4 \uc720\ud615(\ubc30\ud130\ub9ac \uc804\uae30\ucc28 \ub4f1), \ubd80\ud488 \uc720\ud615(\ubc30\ud130\ub9ac \ud329 \ub4f1), \uc804\uc555 \ud50c\ub7ab\ud3fc(400V \uc2dc\uc2a4\ud15c \uc774\ud558, 800V \uc2dc\uc2a4\ud15c, 800V \uc774\uc0c1 \uc2dc\uc2a4\ud15c) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uae30\uc900 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc804\ud1b5\uc801\uc778 Tier-1 \uacf5\uae09\uc5c5\uccb4, \ubc30\ud130\ub9ac \uc804\ubb38\uc5c5\uccb4, \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc774 \ub2e4\uc591\ud55c \ubd80\ud488 \uacc4\uce35\uc5d0\uc11c \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>1.  \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d \ubc0f \uae30\uac00\ud329\ud1a0\ub9ac \uc0dd\uc0b0\ub7c9 \uc99d\uac00:<br \/>\n    2023\ub144 \uc804 \uc138\uacc4 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9\uc740 kWh\ub2f9 139\ub2ec\ub7ec\ub85c \ud558\ub77d\ud588\uc73c\uba70, \uae00\ub85c\ubc8c \uc140 \uc81c\uc870 \uc5ed\ub7c9\uc740 1,200GWh\ub97c \ucd08\uacfc\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \ud558\ub77d\uc740 \uc804\uae30\ucc28\uc758 \uacbd\uc81c\uc131\uc744 \ub192\uc774\uace0, \ucc28\ub7c9 \uc6b4\uc601\uc790\uc758 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\ud558\uba70, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uac00 \uc790\uccb4 \ud329 \uc870\ub9bd \ub77c\uc778\uc5d0 \ud22c\uc790\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \uc720\ub7fd\uacfc \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc740 \ud1b5\ud654 \ubc0f \ubb3c\ub958 \uc704\ud5d8\uc744 \uc644\ud654\ud558\uace0 \uad6d\ub0b4 \ucf58\ud150\uce20 \uc778\uc13c\ud2f0\ube0c \uc790\uaca9 \ud68d\ub4dd\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ub2e4\ub9cc, \uc218\uc0b0\ud654\ub9ac\ud2ac \ubc0f \uace0\ub2c8\ucf08 \uc591\uadf9\uc7ac \uac00\uacf5 \ubcd1\ubaa9 \ud604\uc0c1\uc740 \uc5ec\uc804\ud788 \uacf5\uae09 \ubcf4\uc548\uc5d0 \ucde8\uc57d\uc810\uc73c\ub85c \uc791\uc6a9\ud558\uc5ec \ucc44\uad74 \ubc0f \ud654\ud559 \uc815\uc81c \uae30\uc5c5\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \uc800\ub834\ud55c \ubc30\ud130\ub9ac \ud329\uc740 \uc8fc\ud589 \uac70\ub9ac \ubd88\uc548\uac10\uc744 \ud574\uc18c\ud558\uace0 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\ub85c\uc758 \uae30\uc220 \ub85c\ub4dc\ub9f5\uc744 \ud655\uace0\ud788 \ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f ZEV(Zero-Emission Vehicle) \uc758\ubb34\ud654:<br \/>\n    \ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \uad6d\ub0b4 \ucf58\ud150\uce20 \uae30\uc900\uc5d0 \ub530\ub77c 7,500\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc758 &#8216;Fit for 55&#8217; \ud328\ud0a4\uc9c0\ub294 2035\ub144\uc744 \ub0b4\uc5f0\uae30\uad00 \uc2b9\uc6a9\ucc28 \ud310\ub9e4 \uc885\ub8cc \uc2dc\uc810\uc73c\ub85c \uc815\ud558\uc5ec \ubd80\ud488 \ud22c\uc790\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uac00\uc2dc\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc774\uc911 \ud06c\ub808\ub527 \uba54\ucee4\ub2c8\uc998\uc740 2024\ub144 1,130\ub9cc \ub300\uc758 \uc804\uae30\ucc28 \ud310\ub9e4\ub97c \uae30\ub85d\ud558\uba70 \uc218\uc694\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc790\uadf9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \ubcf4\uc870\uae08 \uc815\ucc45\uc740 \uc18c\ub9e4 \uac00\uaca9 \uc778\ud558\ubcf4\ub2e4\ub294 \uad6d\ub0b4 \uc81c\uc870, R&#038;D \ubcf4\uc870\uae08, \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c \uacf5\ub3d9 \uc790\uae08 \uc9c0\uc6d0\uc5d0 \uc911\uc810\uc744 \ub450\uc5b4 \uc815\ucc45 \uc9c0\uc6d0\uc774 \ub354\uc6b1 \uad11\ubc94\uc704\ud558\uac8c \uc774\ub8e8\uc5b4\uc9c0\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc138\uacc4 3\ub300 \uc790\ub3d9\ucc28 \uc2dc\uc7a5\uc5d0\uc11c \uaddc\uc81c \uc77c\uc815\uc774 \uc218\ub834\ub418\uba74\uc11c \uae00\ub85c\ubc8c \ud310\ub9e4\ub7c9\uc774 \uc99d\uac00\ud558\uace0, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub354 \ub113\uace0 \uc608\uce21 \uac00\ub2a5\ud55c \uc8fc\ubb38\ub7c9\uc744 \ud1b5\ud574 R&#038;D \ube44\uc6a9\uc744 \uc0c1\uac01\ud560 \uc218 \uc788\uac8c \ub429\ub2c8\ub2e4.<\/p>\n<p>3.  OEM\uc758 800V \uc544\ud0a4\ud14d\ucc98 \uc804\ud658\uc73c\ub85c \uc804\ub825 \uc804\uc790 \uc7a5\uce58 \uc218\uc694 \uc99d\uac00:<br \/>\n    \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28 \ud504\ub85c\uadf8\ub7a8\uc740 \ucd08\uace0\uc18d \ucda9\uc804\uc744 \uc704\ud574 \uace0\uc804\uc555 \uc544\ud0a4\ud14d\ucc98\ub85c \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc6b4\uc804\uc790 \ud3b8\uc758\uc131\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uace0\uae09 \uc2dc\uc2a4\ud15c\uc740 \uc815\uad50\ud55c \uc804\ub825 \uc804\uc790 \uc7a5\uce58\ub85c \uc778\ud574 \ubd80\ud488 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uc744 \ub192\uc5ec \ucc28\ub7c9\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc5f0\uc7a5\ud558\uac70\ub098 \ub354 \uc791\uc740 \ubc30\ud130\ub9ac \ud329 \uc0ac\uc6a9\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ud604\uc7ac \ud575\uc2ec \ubc18\ub3c4\uccb4 \uae30\uc220\uc740 \uacf5\uae09 \uc81c\uc57d\uacfc \uae34 \uc778\uc99d \uae30\uac04\uc5d0 \uc9c1\uba74\ud574 \uc788\uc9c0\ub9cc, \uc5c5\uacc4\uc758 \uc7a5\uae30\uc801\uc778 \ube44\uc804\uc740 \uc0c8\ub85c\uc6b4 \uc81c\uc870 \uc5ed\ub7c9\uc5d0 \ub300\ud55c \uc0c1\ub2f9\ud55c \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucc44\ud0dd \uacbd\ub85c\ub294 48\ubcfc\ud2b8 \uc2dc\uc2a4\ud15c\uc73c\ub85c\uc758 \ucd08\uae30 \uc804\ud658\uacfc \uc720\uc0ac\ud558\uac8c, \ub7ed\uc154\ub9ac \ubaa8\ub378\uc774 \uc120\ub450\uc5d0 \uc11c\uace0 \ube44\uc6a9\uc774 \uc810\ucc28 \uac10\uc18c\ud558\uba70 \uad11\ubc94\uc704\ud55c \uc2dc\uc7a5 \uc218\uc6a9\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4.  \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 E-\ud30c\uc6cc\ud2b8\ub808\uc778 \uc81c\uc5b4 \uc7a5\uce58 \ubd80\uc0c1:<br \/>\n    \uc911\uc559 \uc9d1\uc911\uc2dd \ucef4\ud4e8\ud305\uc740 \ud2b8\ub799\uc158, \uc5f4 \uad00\ub9ac, \ucda9\uc804 \ub85c\uc9c1\uc744 \ub2e8\uc77c \ucee8\ud2b8\ub864\ub7ec\ub85c \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \ubc30\uc120 \ubcf5\uc7a1\uc131\uc744 \uc904\uc774\uace0 \uacf5\uaca9 \ud45c\uba74\uc744 \uac10\uc18c\uc2dc\ucf1c \uc0ac\uc774\ubc84 \ubcf4\uc548\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. OTA(Over-the-Air) \uc5c5\ub370\uc774\ud2b8\ub294 \uc54c\uace0\ub9ac\uc998 \uac1c\uc120\uc744 \ud1b5\ud574 \ud37c\uc13c\ud2b8 \uc218\uc900\uc758 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uc11c\ube44\uc2a4 \uc218\uc775\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \ubd80\ud488 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud558\ub4dc\uc6e8\uc5b4\uc640 \uae30\ubcf8 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud568\uaed8 \uc81c\uacf5\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc73c\uba70, \ud50c\ub7ab\ud3fc \uc81c\uc870\uc5c5\uccb4\ub294 \uc790\uccb4 \ucf54\ub4dc\ubca0\uc774\uc2a4\uac00 \ubd80\uc871\ud55c \uc18c\uaddc\ubaa8 Tier-1 \uc5c5\uccb4\uc5d0 \ub808\ud37c\ub7f0\uc2a4 \uc544\ud0a4\ud14d\ucc98\ub97c \ub77c\uc774\uc120\uc2a4\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uc2e4\uc2dc\uac04 \uc6b4\uc601 \uccb4\uc81c, \uae30\ub2a5 \uc548\uc804 \ub77c\uc774\ube0c\ub7ec\ub9ac, \ud074\ub77c\uc6b0\ub4dc \ubd84\uc11d \ud30c\uc774\ud504\ub77c\uc778\uc758 \uc804\ub7b5\uc801 \uac00\uce58\ub97c \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1.  \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1:<br \/>\n    2024\ub144 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uac00\uaca9\uc740 \uc5f0\ucd08 \uae09\ub4f1 \ud6c4 \uc5f0\ub9d0 \uae09\ub77d\ud558\ub294 \ub4f1 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc740 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ube44\uc6a9\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc804\uae30\ucc28 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubd80\ubb38\uc758 \uc804\ub7b5\uc744 \ud615\uc131\ud558\ub294 \uae00\ub85c\ubc8c \uacf5\uae09-\uc218\uc694 \ud658\uacbd\uc758 \ubcc0\ud654\ub97c \uac15\uc870\ud569\ub2c8\ub2e4. \uc6d0\uad11 \ubd80\uc871\ubcf4\ub2e4\ub294 \uc815\uc81c \ub2a5\ub825 \ubd80\uc871\uc774 \ud575\uc2ec \uc81c\uc57d \uc694\uc778\uc73c\ub85c \ubd80\uc0c1\ud558\uc5ec \ucc44\uad74 \ubc0f \uc591\uadf9\uc7ac \uc0dd\uc0b0 \uc5c5\uccb4\ub4e4\uc774 2\ub144\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc744 \uac00\uc9c4 \uc218\uc0b0\ud654\ubb3c \ud504\ub85c\uc81d\ud2b8\ub97c \uac00\uc18d\ud654\ud558\ub3c4\ub85d \ucd09\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8 \uc758\uc874\ub3c4\ub294 \uc815\uce58\uc801 \uc704\ud5d8\uc744 \ub192\uc774\uace0, \ub2c8\ucf08 \ud669\uc0b0\uc5fc \ubd80\uc871\uc740 \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 \uc124\uacc4\uc758 \uc9c0\uc5f0\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc81c\uc57d\ub41c \uc7ac\ub8cc\uc5d0 \ub300\ud55c \uc555\ub825\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP)\uacfc \uac19\uc740 \ub2e4\uc591\ud55c \ud654\ud559 \ubb3c\uc9c8\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e8\uae30\uc801\uc778 \ubcc0\ub3d9\uc131\uc740 OEM\uc774 \uac00\uaca9\uc744 \ud5e4\uc9c0\ud558\uace0 \ud329 \uc124\uacc4 \ub85c\ub4dc\ub9f5\uc744 \uc7ac\ud3c9\uac00\ud558\ub3c4\ub85d \uac15\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  OEM \uc218\uc9c1 \ud1b5\ud569\uc73c\ub85c \uc778\ud55c Tier-1 \ub9c8\uc9c4 \uc555\ubc15:<br \/>\n    \ud14c\uc2ac\ub77c\uc758 \ud329 \uc870\ub9bd \ubc0f BYD\uc758 \uc6e8\uc774\ud37c-\ubaa8\ub4c8 \ud1b5\ud569\uc740 \ub9c8\uc9c4\uc744 \uc0c1\ub958\ub85c \ub04c\uc5b4\uc62c\ub824 Tier-1 \uc5c5\uccb4\ub4e4\uc774 \uc0c1\ud488\ud654\ub41c \ud558\ub4dc\uc6e8\uc5b4\uc5d0\uc11c \uacbd\uc7c1\ud558\ub3c4\ub85d \ub9cc\ub4ed\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uc5f4 \uad00\ub9ac \uc11c\ube0c\uc2dc\uc2a4\ud15c, \ud3c9\uc0dd \uc11c\ube44\uc2a4\ub97c \ubc88\ub4e4\ub85c \uc81c\uacf5\ud558\uc5ec \ub300\uc751\ud558\uc9c0\ub9cc, \uc2dc\uc2a4\ud15c \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1\uc5d0 \ud544\uc694\ud55c \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc740 \uc99d\uac00\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ud658\uc5d0 \uc790\uae08\uc744 \uc870\ub2ec\ud560 \uc218 \uc5c6\ub294 \uc911\uacac \uae30\uc5c5\ub4e4 \uc0ac\uc774\uc5d0\uc11c \ud1b5\ud569\uc774 \uac00\uc18d\ud654\ub418\uc5b4 \ud5a5\ud6c4 10\ub144\uac04 \uacf5\uae09\uc5c5\uccb4 \ud658\uacbd\uc744 \uc7ac\ud3b8\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>1.  \ucc28\ub7c9 \uc720\ud615\ubcc4:<br \/>\n    *   \uc2b9\uc6a9\ucc28: 2025\ub144 \uc804\uae30\ucc28 \ubd80\ud488 \ubc0f \uad6c\uc131 \uc694\uc18c \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 72.65%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uc18c\ud615 \ubc0f \uc911\ud615 \ubaa8\ub378\uc740 \ube44\uc6a9 \ub3d9\ub4f1\uc131\uc5d0 \ub3c4\ub2ec\ud588\uc73c\uba70, \ub7ed\uc154\ub9ac \ud06c\ub85c\uc2a4\uc624\ubc84\ub294 800V \ucc44\ud0dd \ubc0f \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ud2b8\ub799\uc158 \uc778\ubc84\ud130\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc0c1\uc6a9\ucc28: 2031\ub144\uae4c\uc9c0 8.46%\uc758 CAGR\ub85c \uc2b9\uc6a9\ucc28\ubcf4\ub2e4 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub77c\uc2a4\ud2b8\ub9c8\uc77c \ubc30\uc1a1\uc6a9 \uacbd\uc0c1\uc6a9 \ubc34\uc740 \uc801\uc808\ud55c \ud06c\uae30\uc758 \ubc30\ud130\ub9ac \ud329\uacfc \uc815\uc9c0-\ucd9c\ubc1c \uc8fc\ud589 \uc0ac\uc774\ud074\uc5d0\uc11c \ud6a8\uc728\uc801\uc73c\ub85c \uc791\ub3d9\ud558\ub294 \ube44\uc6a9 \ucd5c\uc801\ud654\ub41c \uc5f4 \uc2dc\uc2a4\ud15c\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \ubc84\uc2a4\ub294 \uc608\uce21 \uac00\ub2a5\ud55c \ucc28\uace0\ub97c \ud65c\uc6a9\ud558\uc5ec \uace0\uc6a9\ub7c9 \uc561\uccb4 \ub0c9\uac01 \ucda9\uc804\uae30\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub192\uc740 \ucd08\uae30 \ubd80\ud488 \ube44\uc6a9\uc744 \uc77c\uc77c \ud65c\uc6a9\uc744 \ud1b5\ud574 \uc0c1\uac01\ud569\ub2c8\ub2e4. \uc911\ub300\ud615 \ud2b8\ub7ed\uc740 \uc9c0\uc5ed \ud654\ubb3c \uc6b4\uc1a1\uc744 \uc9c0\uc6d0\ud558\ub294 300\ub9c8\uc77c \ubc30\ud130\ub9ac \uad6c\uc131\uc744 \ucc44\ud0dd\ud558\uae30 \uc2dc\uc791\ud588\uc73c\uba70, \uacac\uace0\ud55c \uc140, \uba54\uac00\uc640\ud2b8\uae09 \ucda9\uc804 \ucee4\ud50c\ub7ec, \uc608\uce21 \uc720\uc9c0\ubcf4\uc218 \uc13c\uc11c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0c1\uc6a9\ucc28\uc758 \uc804\ub3d9\ud654\ub294 \uc560\ud504\ud130\ub9c8\ucf13 \uc694\uad6c \uc0ac\ud56d\uc744 \uc7ac\ud3b8\ud558\uace0, \ub192\uc740 \uc77c\uc77c \uc8fc\ud589 \uac70\ub9ac\ub294 \ub0c9\uac01\ud310, \ucf00\uc774\ube14, \uc811\ucd09\uae30 \ub9c8\ubaa8\ub97c \uc2ec\ud654\uc2dc\ucf1c \uad50\uccb4 \ubd80\ud488 \ub9e4\ucd9c\uc744 \ud655\ub300\ud569\ub2c8\ub2e4. \ucc28\ub7c9 \uc6b4\uc601\uc790\ub4e4\uc740 \ud154\ub808\ub9e4\ud2f1\uc2a4 \uae30\ubc18 \uc0c1\ud0dc \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc694\uad6c\ud558\uba70, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud074\ub77c\uc6b0\ub4dc \ubd84\uc11d\uc5d0 \ub370\uc774\ud130\ub97c \uc81c\uacf5\ud558\ub294 \uc13c\uc11c\ub97c \ub0b4\uc7a5\ud558\ub3c4\ub85d \uc7a5\ub824\ub429\ub2c8\ub2e4.<\/p>\n<p>2.  \ucd94\uc9c4 \uc720\ud615\ubcc4:<br \/>\n    *   \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV): 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 61.70%\ub97c \uc720\uc9c0\ud588\uc73c\uba70, \ubc30\ud130\ub9ac \ud329 \ube44\uc6a9 \ud558\ub77d\uacfc \uc131\uc219\ud55c \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c\uc5d0 \ud798\uc785\uc5b4 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uac00 \ub192\uc740 \uc140, \uace0\uc18d \ucda9\uc804 \uac00\ub2a5 \ucee4\ub125\ud130, V2G(Vehicle-to-Grid) \ud638\ud658 \uc804\ub825 \ubaa8\ub4c8\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc(PHEV): \uc804\ud658 \uae30\uc220\ub85c \uae30\ub2a5\ud558\uc9c0\ub9cc, \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d\uc73c\ub85c \uc778\ud574 \uac00\uce58 \uc81c\uc548\uc774 \uc57d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc218\uc18c \uc5f0\ub8cc\uc804\uc9c0\ucc28(FCEV): 2025\ub144\uc5d0\ub294 \uc18c\uc218 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, 2031\ub144\uae4c\uc9c0 8.05%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc7a5\uac70\ub9ac \ubc0f \uc911\uc7a5\ube44 \ubd80\ubb38\uc5d0\uc11c \ud30c\uc77c\ub7ff \ud504\ub85c\uc81d\ud2b8\ub97c \uc8fc\ub3c4\ud558\uba70, \uc218\uc18c \ucda9\uc804\uc774 \uae30\uc874 \ud654\ubb3c \uc815\ucc28 \uc77c\uc815 \ubc0f \ud398\uc774\ub85c\ub4dc \uc694\uad6c \uc0ac\ud56d\uacfc \uc77c\uce58\ud569\ub2c8\ub2e4. \ud0c4\uc18c\uc12c\uc720 \uc218\uc18c \ud0f1\ud06c, \ubc31\uae08 \uae30\ubc18 \uc2a4\ud0dd, \uace0\uc628 \uc555\ucd95\uae30\uac00 \ud575\uc2ec \ubd80\ud488\uc785\ub2c8\ub2e4.<\/p>\n<p>3.  \ubd80\ud488 \uc720\ud615\ubcc4:<br \/>\n    *   \ubc30\ud130\ub9ac \ud329: 2025\ub144 \ub9e4\ucd9c\uc758 35.62%\ub97c \ucc28\uc9c0\ud558\uba70, BOM(Bill of Materials)\uc5d0\uc11c \ub192\uc740 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \uc81c\uc870\uc640 LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0)\ub85c\uc758 \ud654\ud559 \ubb3c\uc9c8 \uc804\ud658\uc740 \uac00\uaca9 \uc555\ub825\uc744 \uac00\ud558\uba70, \uac00\uce58\ub294 \uc548\uc804\uc744 \ubcf4\uc7a5\ud558\uace0 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud574 \uc131\ub2a5 \uc800\ud558\ub97c \ucd5c\uc801\ud654\ud558\ub294 \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS)\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc804\ub825 \uc804\uc790 \uc7a5\uce58: 9.28%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucc28\ub7c9 \ud50c\ub7ab\ud3fc\uc774 400V\uc5d0\uc11c 800V\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130, 1200V MOSFET, \ub2e4\uc0c1 \uc628\ubcf4\ub4dc \ucda9\uc804\uae30\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ubaa8\ud130: \uc601\uad6c\uc790\uc11d \ubaa8\ud130\ub294 \uc8fc\ud589 \uac70\ub9ac\uc5d0 \ubbfc\uac10\ud55c \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc, \ud76c\ud1a0\ub958 \uc704\ud5d8\uc774 \uc788\ub294 \uacbd\uc6b0 \uc2a4\uc704\uce58\ub4dc \ub9b4\ub7ed\ud134\uc2a4 \uc635\uc158\uc774 \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc5f4 \uad00\ub9ac: \ud788\ud2b8 \ud38c\ud504\ub294 \ubc30\ud130\ub9ac \uc5f4\uc744 \uc7ac\ud65c\uc6a9\ud558\uc5ec \uaca8\uc6b8\ucca0 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc5f0\uc7a5\ud558\uace0, \ud329\uc758 \uce68\uc218 \ub0c9\uac01\uc740 \uac00\uc18d\ud654\ub41c \uc131\ub2a5 \uc800\ud558 \uc5c6\uc774 \ub354 \ub192\uc740 \ucda9\uc804 \uc18d\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ud38c\ud504, \ubc38\ube0c, \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud1b5\ud569\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 \ub354 \ub192\uc740 \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc911\uc2ec \uc81c\uc5b4 \uc7a5\uce58 \ubc0f \uc0ac\uc774\ubc84 \ubcf4\uc548 \ubaa8\ub4c8\uc740 \uc804\uc790 \uc7a5\uce58 \uc6b0\uc120 \uc2dc\uc2a4\ud15c \uc124\uacc4\ub85c\uc758 \uc804\ud658\uc744 \uc644\uc131\ud558\uba70, \ucf54\ub4dc\ub97c \ubd80\ud488 \ucc28\ubcc4\ud654\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \uc790\ub9ac\ub9e4\uae40\ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uc804\uc555 \ud50c\ub7ab\ud3fc\ubcc4:<br \/>\n    *   400V \uc774\ud558 \uc2dc\uc2a4\ud15c: 2025\ub144 \ucd9c\ud558\ub7c9\uc758 82.55%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uc8fc\ub958\ub97c \uc774\ub8f9\ub2c8\ub2e4.<br \/>\n    *   800V \uc2dc\uc2a4\ud15c: 7.98%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud504\ub9ac\ubbf8\uc5c4 \ube0c\ub79c\ub4dc\uac00 \ucda9\uc804 \uc2dc\uac04 \ub2e8\ucd95 \ubc0f \ubaa8\ud130 \ucf00\uc774\ube14 \uacbd\ub7c9\ud654\ub97c \uc704\ud574 800V \uc804\ud658\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud50c\ub7ab\ud3fc \uc804\ud658\uc740 \ub354 \ub450\uaebc\uc6b4 \uc808\uc5f0\uccb4, \ub354 \ub192\uc740 \uc720\uc804\uccb4 \uc7ac\ub8cc, \ub354 \uc5c4\uaca9\ud55c \uae30\ub2a5 \uc548\uc804\uc131 \uac80\uc99d\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. 600V \uc774\uc0c1\uc5d0\uc11c\ub294 \uc2e4\ub9ac\ucf58 IGBT\uac00 \uc2a4\uc704\uce6d \uc190\uc2e4\uc744 \uacaa\uae30 \ub54c\ubb38\uc5d0 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ucc44\ud0dd\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n    *   800V \uc774\uc0c1 \uc2dc\uc2a4\ud15c: \uba54\uac00\uc640\ud2b8 \ucda9\uc804 \ubc0f \ubaa8\ud130\uc2a4\ud3ec\uce20\ub97c \ubaa9\ud45c\ub85c \ud558\uba70, \uc2e0\ud765 \uc720\uc804\uccb4 \ubc0f \uc9c8\ud654\uac08\ub968(GaN) \uc18c\uc790\uc758 \uc2dc\ud5d8\uc7a5 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. ISO 26262 \ubc0f IEC 61851 \ud14c\uc2a4\ud2b8 \ud504\ub85c\ud1a0\ucf5c\ub3c4 \ud568\uaed8 \ubc1c\uc804\ud558\uc5ec \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc, \uad81\uadf9\uc801\uc73c\ub85c \uacf5\uae09\uc5c5\uccb4 \ud22c\uc790\uc758 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ubca4\uce58\ub9c8\ud06c\ub97c \ud45c\uc900\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>1.  \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uae00\ub85c\ubc8c \ub9e4\ucd9c\uc758 58.10%\ub97c \ucc28\uc9c0\ud558\uba70 \ucd5c\ub300 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc911\uad6d\uc740 1,130\ub9cc \ub300\uc758 \uad6d\ub0b4 \uc804\uae30\ucc28 \ub4f1\ub85d\uc744 \ud1b5\ud574 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \ub9ac\ud2ac \uc804\ud658 \ubc0f \uc591\uadf9\uc7ac \uc0dd\uc0b0\ubd80\ud130 \ubaa8\ud130 \uc870\ub9bd\uc5d0 \uc774\ub974\ub294 \uc644\uc804\ud55c \uac00\uce58 \uc0ac\uc2ac\uc744 \ud1b5\ud574 \ube44\uc6a9 \uc6b0\uc704\ub97c \ucc3d\ucd9c\ud558\uace0 \uac1c\ubc1c \uc8fc\uae30\ub97c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \uace0\uc815\ubc00 \ubaa8\ud130 \ubc0f \uc804\ub825 \uc804\uc790 \uc7a5\uce58\uc5d0 \ud2b9\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \ud55c\uad6d\uc740 NCM \uc140 \uc81c\ud615 \ubc0f \ud30c\uc6b0\uce58 \uae30\uc220\uc744 \uc120\ub3c4\ud569\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c\ub294 \ud604\uc9c0 \ubaa8\ub4c8 \uacf5\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uc678\uad6d \uc140 \uc81c\uc870\uc5c5\uccb4\ub97c \uc720\uce58\ud558\uc5ec, \uc774 \uc9c0\uc5ed\uc774 \ucd5c\uc885 \uc870\ub9bd\uc5d0\uc11c \ub354 \uae4a\uc740 \ubd80\ud488 \ud1b5\ud569\uc73c\ub85c \ub098\uc544\uac00\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 7.96%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc640 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \uad6d\ubd80 \ud380\ub4dc \ud504\ub85c\uc81d\ud2b8\ub294 \uc2e0\uaddc EV \uacf5\uc7a5, \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc6e8\uc774\ud37c \ud339\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uba70, \ud0dc\uc591\uad11 \uc790\uc6d0\uc744 \ud65c\uc6a9\ud558\uc5ec \uc804\ud574 \uacf5\uc815\uc758 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. \ub0a8\uc544\ud504\ub9ac\uce74\ub294 \uc5f0\ub8cc\uc804\uc9c0 \uc2a4\ud0dd\uc6a9 \ubc31\uae08\uc871 \uae08\uc18d\uacfc LFP \uc591\uadf9\uc7ac\uc6a9 \ub9dd\uac04\uc744 \ud65c\uc6a9\ud558\uc5ec \uad11\ubb3c\uc744 \uad6d\ub0b4 \uac00\uce58 \uc0ac\uc2ac\uc5d0 \ub354 \uae4a\uc774 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub9ac\ub4dc \uc5c5\uadf8\ub808\uc774\ub4dc \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud655\uc7a5\uc740 \uc774 \uc9c0\uc5ed\uc5d0\uc11c \ubd80\ud488 \uc0dd\uc0b0\uc774 \ud655\uc7a5\ub418\ub294 \uc18d\ub3c4\ub97c \uacb0\uc815\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>3.  \ubd81\ubbf8: \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc73c\uba70, \uad6d\ub0b4 \ucf58\ud150\uce20\uc5d0 \uc138\uc561 \uacf5\uc81c\ub97c \uc5f0\uacc4\ud558\uc5ec GM\uc740 \ubc30\ud130\ub9ac \uc140 \ubc0f \uc18c\uc7ac \uacf5\uc7a5\uc5d0 350\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc9c0\ud654\ub294 \uc678\ud658 \uc704\ud5d8 \ubc0f \uc6b4\uc1a1 \ube44\uc6a9\uc744 \uc904\uc774\uc9c0\ub9cc, \ubd84\ub9ac\ub9c9, \uc804\ub958 \uc9d1\uc804\uccb4, \uc591\uadf9 \ubc14\uc778\ub354\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \uacf5\uae09\uc5c5\uccb4 \uae30\ubc18\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uc720\ub7fd: \uc7ac\ud65c\uc6a9 \ucffc\ud130 \ubc0f \uc21c\ud658 \uacbd\uc81c \uc9c0\uce68\uc744 \uac15\uc870\ud558\uba70, \uc0c8\ub85c\uc6b4 \uae30\uac00\ud329\ud1a0\ub9ac \ud504\ub85c\uc81d\ud2b8\ub294 \ucf54\ubc1c\ud2b8\uc640 \ub2c8\ucf08\uc744 \ud68c\uc218\ud558\uc5ec \ud3d0\uc1c4 \ub8e8\ud504 \uc591\uadf9\uc7ac\ub97c \uc0dd\uc0b0\ud558\uae30 \uc704\ud55c \ube14\ub799\ub9e4\uc2a4 \ucc98\ub9ac \ub77c\uc778\uc744 \ud1b5\ud569\ud569\ub2c8\ub2e4. \ud658\uacbd \uaddc\uc81c\ub294 \uac01 \ubd80\ud488\uc758 BOM(Bill of Materials) \ub0b4\uc5d0\uc11c \uc218\uba85 \uc8fc\uae30 \ubd84\uc11d(LCA) \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \ucd94\uc801\uc131 \ubaa8\ub4c8\uc758 \uc5ed\ud560\uc744 \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc804\uae30\ucc28 \ubd80\ud488 \ubc0f \uad6c\uc131 \uc694\uc18c \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub41c \uad6c\uc870\ub97c \ubcf4\uc785\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc140 \uacf5\uae09\uc740 CATL, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, BYD\uc640 \uac19\uc740 \uc8fc\uc694 \uc5c5\uccb4\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc804\ub825 \uc804\uc790 \uc7a5\uce58, \uc5f4 \uad00\ub9ac, \uc640\uc774\uc5b4\ub9c1 \ud558\ub124\uc2a4 \ubd80\ubb38\uc740 \ub354 \ubd84\uc0b0\ub418\uc5b4 \uc788\uc5b4 \ud2c8\uc0c8 \uc804\ubb38 \uc5c5\uccb4\ub4e4\uc774 \uaddc\ubaa8\ubcf4\ub2e4\ub294 \ud601\uc2e0 \uc18d\ub3c4\ub97c \ud1b5\ud574 \ud504\ub85c\uc81d\ud2b8\ub97c \uc218\uc8fc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc640 BYD\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \uc0c1\ud488\ud654\ub41c \ubaa8\ub4c8\uc5d0 \ub300\ud55c Tier-1 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uc9c0\ub9cc, \uc544\ud0a4\ud14d\ucc98\ub97c \uacf5\ub3d9 \uac1c\ubc1c\ud560 \uc218 \uc788\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4, \ubd84\uc11d \ubc0f \ud1b5\ud569 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc804\ub825 \uc7a5\uce58 \uad00\ub828 \ud2b9\ud5c8 \ucd9c\uc6d0\uc774 2024\ub144\uc5d0 35% \uc99d\uac00\ud55c \uac83\uc740 \uae30\uc220 \uc8fc\ub3c4\ud615 \uacbd\uc7c1 \uc804\uc120\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uae30\uc874 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 ISO \uc778\uc99d \ud488\uc9c8 \uc2dc\uc2a4\ud15c\uacfc \uc218\uc2ed \ub144\uac04\uc758 OEM \uad00\uacc4\ub97c \ud65c\uc6a9\ud558\uc9c0\ub9cc, \uc11c\ube0c\uc2dc\uc2a4\ud15c \uacf5\uae09\uc5c5\uccb4\uac00 \uc544\ub2cc \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4\ub85c \ub0a8\uae30 \uc704\ud574 \ucf54\ub4dc \uc911\uc2ec\uc758 \uc81c\ud488\uc73c\ub85c \uc804\ud658\ud574\uc57c \ud569\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc\uc73c\ub85c \ud655\uc7a5\ud558\uc5ec \ub808\ud37c\ub7f0\uc2a4 \ub514\uc790\uc778\uacfc \ubd80\ubd84\uc801\uc73c\ub85c \uc870\ub9bd\ub41c \ubaa8\ub4c8\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc804\ud1b5\uc801\uc778 Tier-1 \uc601\uc5ed\uc744 \uc7a0\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \uc0b0\uc5c5 \uc815\ucc45\uc740 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uad6d\ub0b4 \ucf58\ud150\uce20 \uaddc\uc815\uc740 \uc544\uc2dc\uc544 \ubc30\ud130\ub9ac \uae30\uc220\uacfc \ubbf8\uad6d \uc790\ub3d9\ucc28 \ube0c\ub79c\ub4dc\uc758 \ud569\uc791 \ud22c\uc790\ub97c \uc7a5\ub824\ud558\uba70, \uc720\ub7fd\uc758 \uc7ac\ud65c\uc6a9 \uc758\ubb34\ub294 \uc57c\uae08 \ub2a5\ub825\uc744 \uac16\ucd98 \uae30\uc5c5\uc5d0 \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uacf5\uae09 \ubcf4\uc548\uc758 \ud544\uc694\uc131\uc740 OEM\uc774 \ud575\uc2ec \ubd80\ud488\uc744 \uc774\uc911\uc73c\ub85c \uc18c\uc2f1\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uc5ec, \uc811\ucd09\uae30 \ubc0f \ubc84\uc2a4\ubc14\uc640 \uac19\uc740 \uace0\ub3c4\ub85c \ud45c\uc900\ud654\ub41c \ubc94\uc8fc\uc5d0\uc11c \ud2b9\uc815 \uacf5\uae09\uc5c5\uccb4\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \uc99d\uac00\ub97c \uc81c\ud55c\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5:<br \/>\n*   Contemporary Amperex Technology Co. Ltd (CATL)<br \/>\n*   LG Energy Solution Ltd<br \/>\n*   Robert Bosch GmbH<br \/>\n*   BYD Co. Ltd<br \/>\n*   Panasonic Holdings Corp.<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 9\uc6d4: Seres Group Co., Ltd.\ub294 Chongqing Landian Automotive Technology Co., Ltd.\uc758 \uc9c0\ubc30 \uc9c0\ubd84\uc744 1\uc5b5 7,500\ub9cc \uc704\uc548\uc5d0 \uc778\uc218\ud558\uc5ec \ucd5c\ub300 \uc8fc\uc8fc\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \uc778\uc218\ub97c \ud1b5\ud574 Seres Group\uc740 Landian Auto\uc640 \uae30\uc220 \ud611\ub825, \uacf5\uae09\ub9dd \ud1b5\ud569, \uc2dc\uc7a5 \ud655\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \uad6c\ucd95\ud558\uc5ec \uc804\uae30\ucc28 \ud575\uc2ec \ubd80\ud488 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc785\uc9c0\ub97c \uac15\ud654\ud560 \uc218 \uc788\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: Mazda Motor Corporation\uc740 \uc57c\ub9c8\uad6c\uce58\ud604 \ubc0f \uc774\uc640\ucfe0\ub2c8\uc2dc\uc640 &#8220;\ub9c8\uc4f0\ub2e4 \uc790\ub3d9\ucc28 \uc774\uc640\ucfe0\ub2c8 \uacf5\uc7a5&#8221; \uc124\ub9bd \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc124\uc740 \uc790\ub3d9\ucc28 \uc6d0\ud1b5\ud615 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc140\uc6a9 \ubaa8\ub4c8 \ud329 \uc0dd\uc0b0\uc5d0 \uc911\uc810\uc744 \ub458 \uc608\uc815\uc774\uba70, \ub9c8\uc4f0\ub2e4\uc758 \uc774\uc640\ucfe0\ub2c8\uc2dc \ud655\uc7a5\uc5d0 \uc911\uc694\ud55c \ub2e8\uacc4\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Garrett Motion Inc.\ub294 \ub300\ud615 \ud2b8\ub7ed\uc6a9 \uc804\uae30 \ucc28\ucd95\uc5d0 \ud1b5\ud569\ub418\ub3c4\ub85d \uc124\uacc4\ub41c \uace0\uc18d \uc804\uae30 \ud2b8\ub799\uc158 \ubaa8\ud130 \ubc0f \uc77c\uce58\ud558\ub294 \uc778\ubc84\ud130\uc5d0 \ub300\ud55c \uccab \ubc88\uc9f8 \uc8fc\uc694 \uc0dd\uc0b0 \uacc4\uc57d\uc744 \uc218\uc8fc\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 2027\ub144\uc5d0 \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\uae30\ucc28 \ubd80\ud488 \ubc0f \uad6c\uc131\uc694\uc18c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uc815\uc758, \uac00\uc815, \ubc94\uc704 \ubc0f \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud669\uacfc \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694\uc5d0 \ub530\ub974\uba74, \uc804\uae30\ucc28 \ubd80\ud488 \uc2dc\uc7a5\uc740 \uc5ec\ub7ec \uc8fc\uc694 \ub3d9\uc778\uc5d0 \uc758\ud574 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d \ubc0f \uae30\uac00\ud329\ud1a0\ub9ac \uc0dd\uc0b0\ub7c9 \uc99d\uac00, \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f ZEV(\ubb34\uacf5\ud574\ucc28) \uc758\ubb34\ud654 \uc815\ucc45, OEM\uc758 800V \uc544\ud0a4\ud14d\ucc98 \uc804\ud658\uc73c\ub85c \uc778\ud55c \uc804\ub825 \uc804\uc790 \ubd80\ud488 \uc218\uc694 \uc99d\ub300, \uacf5\uacf5 \uace0\uc18d \ucda9\uc804 \uc778\ud504\ub77c \ud655\uc7a5, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc7a5\uce58 \ucc44\ud0dd\uc73c\ub85c \uc778\ud55c \ubd80\ud488 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP) \uc0c1\uc2b9, \uadf8\ub9ac\uace0 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 E-\ud30c\uc6cc\ud2b8\ub808\uc778 \uc81c\uc5b4 \uc7a5\uce58\uc758 \ubd80\uc0c1 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1, \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ubd88\ucda9\ubd84\ud55c \uc804\ub825\ub9dd \uc6a9\ub7c9, \ud76c\ud1a0\ub958 \uc790\uc11d \uac00\uaca9 \ubcc0\ub3d9\uc131, \uadf8\ub9ac\uace0 OEM\uc758 \uc218\uc9c1 \ud1b5\ud569\uc73c\ub85c \uc778\ud55c Tier-1 \uacf5\uae09\uc5c5\uccb4\uc758 \uc218\uc775 \ud480 \uac10\uc18c \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uadf8\ub9ac\uace0 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \uad6c\ub9e4\uc790\/\uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825, \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825, \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4\ub97c \ud3ec\ud568\ud558\ub294 Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uc0c1\uc6a9\ucc28), \ucd94\uc9c4 \uc720\ud615(BEV, PHEV, HEV, FCEV), \uad6c\uc131\uc694\uc18c \uc720\ud615(\ubc30\ud130\ub9ac \ud329, \uc804\uae30 \ubaa8\ud130, \uc804\ub825 \uc804\uc790, \uc5f4 \uad00\ub9ac \ubd80\ud488, \ubc30\uc120\/\ud558\ub124\uc2a4\/\ucee4\ub125\ud130, \uc13c\uc11c\/\uc81c\uc5b4 \uc7a5\uce58), \uc804\uc555 \ud50c\ub7ab\ud3fc(400V \uc774\ud558, 800V, 800V \ucd08\uacfc \uc2dc\uc2a4\ud15c), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc804\uae30\ucc28 \ubd80\ud488 \ubc0f \uad6c\uc131\uc694\uc18c \uc2dc\uc7a5\uc740 2026\ub144 2,231\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub418\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.12%\ub97c \uae30\ub85d\ud558\uc5ec 2,999\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 800V \uc2dc\uc2a4\ud15c\uc740 \ucda9\uc804 \uc2dc\uac04\uc744 20\ubd84 \ubbf8\ub9cc\uc73c\ub85c \ub2e8\ucd95\ud558\uace0 \ud6a8\uc728\uc131\uc744 \ub192\uc5ec \ucc28\ub7c9\ub2f9 \uc804\ub825 \uc804\uc790 \ubd80\ud488\uc758 \ube44\uc911\uc744 \uc99d\uac00\uc2dc\ud0a4\uba70 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 \uad6d\ubd80 \ud380\ub4dc \ud22c\uc790\uc640 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569\uc5d0 \ud798\uc785\uc5b4 7.96%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubd80\ud488 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c \uac00\uc7a5 \ud070 \uacf5\uae09\ub9dd \uc704\ud5d8\uc740 \ub9ac\ud2ac \uc815\uc81c \ubc0f \ud76c\ud1a0\ub958 \uc790\uc11d \uacf5\uae09\uc744 \ud3ec\ud568\ud55c \ud575\uc2ec \uad11\ubb3c \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c, \ub2e8\uae30\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \uc81c\uc57d\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud558\uba70, Contemporary Amperex Technology Co. Ltd (CATL), LG Energy Solution Ltd, Panasonic Holdings Corp., BYD Co. Ltd, Samsung SDI Co. Ltd, Robert Bosch GmbH, Denso Corporation, Continental AG, Hyundai Mobis Co. Ltd \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud558\uc5ec \uc774\ud574\uad00\uacc4\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\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-36472","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\/36472"}],"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=36472"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/36472\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=36472"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=36472"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=36472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}