{"id":37165,"date":"2026-02-11T12:25:35","date_gmt":"2026-02-11T12:25:35","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/solar-cell-paste-market-mordor\/"},"modified":"2026-09-11T17:45:34","modified_gmt":"2026-09-11T08:45:34","slug":"solar-cell-paste-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/solar-cell-paste-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud0dc\uc591\uc804\uc9c0 \ud398\uc774\uc2a4\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-solar-cell-paste-market-1754297287933-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\/solar-cell-paste-market-size-image-1758083797271.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 \uc911\uad6d, \uc778\ub3c4 \ubc0f \ubbf8\uad6d \ub0b4 \ub04a\uc784\uc5c6\ub294 PV \uc6a9\ub7c9 \uc99d\uc124\ub85c \ud398\uc774\uc2a4\ud2b8 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\uc131\ub2a5 \uc804\uba74 \ubc0f \ud6c4\uba74 \ud398\uc774\uc2a4\ud2b8\ub97c \ud544\uc694\ub85c \ud558\ub294 PERC, TOPCon \ubc0f HJT \uc140\ub85c\uc758 \ube60\ub978 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.3 IRA, REPowerEU \ubc0f \uc720\uc0ac\ud55c \ud604\uc9c0\ud654 \uacc4\ud68d\uc73c\ub85c \uc544\uc2dc\uc544 \uc678 \uc9c0\uc5ed\uc5d0 \uc0c8\ub85c\uc6b4 \ud398\uc774\uc2a4\ud2b8 \uc0dd\uc0b0 \ub77c\uc778 \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.4 \ube44\uc6a9 \uc808\uac10 \uacbd\uc7c1\uc73c\ub85c \uc740 \ucf54\ud305 \uad6c\ub9ac \ubc0f \uc800\uc628 \ud398\uc774\uc2a4\ud2b8 \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc2a4\ud06c\ub9b0 \uc778\uc1c4 \uac00\ub2a5\ud55c \uc804\ub3c4\uc131 \uc789\ud06c\ub97c \uc694\uad6c\ud558\ub294 \ud398\ub85c\ube0c\uc2a4\uce74\uc774\ud2b8-\ud0e0\ub364 R&amp;D \uae09\uc99d<\/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 \uc740 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc140 \uc81c\uc870\uc5c5\uccb4\uc758 \ube44\uc6a9 \uc704\ud5d8 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.3.2 \uac00\uc18d\ud654\ub41c \uc740 \uc808\uc57d \ubc0f \uad6c\ub9ac \ub3c4\uae08\uc73c\ub85c \ud398\uc774\uc2a4\ud2b8 \ubb3c\ub7c9 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub0a9 \uae30\ubc18 \ud504\ub9bf \uaddc\uc81c \uac15\ud654\ub85c \uc7ac\ubc30\ud569 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.4 \ub192\uc740 \uacf5\uae09\uc5c5\uccb4 \uc9d1\uc911\ub3c4\ub85c \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825 \uc81c\ud55c<\/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 \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 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\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\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/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 \uc740 \ud398\uc774\uc2a4\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc54c\ub8e8\ubbf8\ub284 \ud398\uc774\uc2a4\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.3 \uad6c\ub9ac \ud398\uc774\uc2a4\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc740 \ucf54\ud305 \uad6c\ub9ac \ud398\uc774\uc2a4\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.5 \ubb34\uc5f0 \ub2e4\uc911 \uae08\uc18d \ud398\uc774\uc2a4\ud2b8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub2e8\uacb0\uc815 \uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub2e4\uacb0\uc815 \uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubc15\ub9c9 \uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc774\uc885\uc811\ud569(HJT) \uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.5 \ud398\ub85c\ube0c\uc2a4\uce74\uc774\ud2b8 \ubc0f \ud0e0\ub364 \uc804\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc8fc\uac70\uc6a9<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5\uc6a9<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub3c5\ub9bd\ud615\/\ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \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 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPAs)<\/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 \uc0ac\ud56d \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Heraeus Photovoltaics<\/li>\n<li class=\"toc-level-3\">6.4.2 DuPont Microcircuit Materials<\/li>\n<li class=\"toc-level-3\">6.4.3 Giga Solar Materials<\/li>\n<li class=\"toc-level-3\">6.4.4 Rutech<\/li>\n<li class=\"toc-level-3\">6.4.5 Daejoo Electronic Materials<\/li>\n<li class=\"toc-level-3\">6.4.6 Samsung SDI<\/li>\n<li class=\"toc-level-3\">6.4.7 Alpha Assembly (MacDermid Alpha)<\/li>\n<li class=\"toc-level-3\">6.4.8 Dongjin Semichem<\/li>\n<li class=\"toc-level-3\">6.4.9 InkTec<\/li>\n<li class=\"toc-level-3\">6.4.10 Toyo Aluminium K.K.<\/li>\n<li class=\"toc-level-3\">6.4.11 Monocrystal<\/li>\n<li class=\"toc-level-3\">6.4.12 Ferro Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 Targray<\/li>\n<li class=\"toc-level-3\">6.4.14 Henkel AG &amp; Co. KGaA<\/li>\n<li class=\"toc-level-3\">6.4.15 Heraeus Noblelight (infra-red sintering)<\/li>\n<li class=\"toc-level-3\">6.4.16 Pastetech GmbH<\/li>\n<li class=\"toc-level-3\">6.4.17 Xi\u2019an Hongxing Electronic Paste<\/li>\n<li class=\"toc-level-3\">6.4.18 Jiangsu Hoyi Technology<\/li>\n<li class=\"toc-level-3\">6.4.19 Hunan LEED Advanced Material<\/li>\n<li class=\"toc-level-3\">6.4.20 Heraeus ShenZhen (local JV)<\/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>\ud0dc\uc591\uc804\uc9c0 \ud398\uc774\uc2a4\ud2b8 \uc2dc\uc7a5\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 13.66%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70, 2025\ub144 92\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144\uc5d0\ub294 176\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774 \uc2dc\uc7a5\uc740 \uc740 \ud398\uc774\uc2a4\ud2b8, \uc54c\ub8e8\ubbf8\ub284 \ud398\uc774\uc2a4\ud2b8, \uad6c\ub9ac \ud398\uc774\uc2a4\ud2b8, \uc740 \ucf54\ud305 \uad6c\ub9ac \ud398\uc774\uc2a4\ud2b8, \ubb34\uc5f0 \ub2e4\uae08\uc18d \ud398\uc774\uc2a4\ud2b8 \ub4f1 \ub2e4\uc591\ud55c \uc720\ud615\uc73c\ub85c \ub098\ub258\uba70, \ub2e8\uacb0\uc815 \uc140, \ub2e4\uacb0\uc815 \uc140, \ubc15\ub9c9 \uc140, \ud398\ub85c\ube0c\uc2a4\uce74\uc774\ud2b8-\ud0e0\ub364 \uc140 \ub4f1 \uc5ec\ub7ec \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc801\uc6a9\ub429\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub85c\ub294 \uc8fc\uac70\uc6a9, \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5\uc6a9, \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8, \uc624\ud504\uadf8\ub9ac\ub4dc\/\ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \ub4f1\uc774 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, Heraeus Photovoltaics, DuPont Microcircuit Materials, Samsung SDI \ub4f1\uc774 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub85c \ud65c\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>\ud0dc\uc591\uc804\uc9c0 \ud398\uc774\uc2a4\ud2b8 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc740 \uc5ec\ub7ec \ud575\uc2ec \ub3d9\uc778\uc5d0 \uc758\ud574 \ucd09\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804 \uc138\uacc4\uc801\uc778 \ud0dc\uc591\uad11(PV) \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300: \uc911\uad6d, \uc778\ub3c4, \ubbf8\uad6d\uc758 \ud0dc\uc591\uad11 \ubc1c\uc804 \uc6a9\ub7c9 \ud655\uc7a5\uc774 \ud398\uc774\uc2a4\ud2b8 \uc218\uc694\ub97c \ud06c\uac8c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \uc804 \uc138\uacc4 \uc81c\uc870 \ub2a5\ub825\uc740 \uc57d 1.8 TW\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774 \uc911 90% \uc774\uc0c1\uc774 \uc911\uad6d\uc5d0\uc11c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c(PLI) \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud574 2025\ub144 3\uc6d4\uae4c\uc9c0 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc744 25 GW\ub85c \uac70\uc758 \uc138 \ubc30 \ub298\ub838\uace0, 2026\ub144\uae4c\uc9c0 75 GW\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ub610\ud55c \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc5d0 \ub530\ub978 \uc138\uc561 \uacf5\uc81c \ud61c\ud0dd\uc73c\ub85c 2\ub144 \ub0b4 \uad6d\ub0b4 \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9b4 \uc218 \uc788\uc744 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. 1 GW\uc758 \ud0dc\uc591\uad11 \uc124\uce58\uc5d0\ub294 \uc57d 3,478\ud1a4\uc758 \uc740 \ud398\uc774\uc2a4\ud2b8\uac00 \ud544\uc694\ud558\ubbc0\ub85c, \uc774\ub7ec\ud55c \uc0dd\uc0b0 \ub77c\uc778 \uc99d\uc124\uc740 \uc0c1\ub958 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \ub300\uaddc\ubaa8 \ub2e4\ub144 \uacc4\uc57d\uc744 \ubcf4\uc7a5\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uace0\uc131\ub2a5 \uc140 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658: TOPCon \ubc0f \uc774\uc885\uc811\ud569(HJT)\uacfc \uac19\uc740 n-\ud0c0\uc785 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \ube60\ub978 \uc804\ud658\uc740 \ub354 \ub192\uc740 \uc131\ub2a5\uacfc \ub0ae\uc740 \uc628\ub3c4\uc5d0\uc11c \uc18c\uacb0\ub420 \uc218 \uc788\uc73c\uba70 \uc740 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc778 \ud398\uc774\uc2a4\ud2b8\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc2e0\uaddc \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 70%\ub97c TOPCon\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, HJT\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ub4c8\uc5d0\uc11c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 n-\ud0c0\uc785 \uc124\uacc4\ub294 200\u00b0C \ubbf8\ub9cc\uc758 \uc628\ub3c4\uc5d0\uc11c \uae08\uc18d\ud654\ub97c \ud544\uc694\ub85c \ud558\ubbc0\ub85c, \ubbf8\uc138\ud558\uac8c \uc870\uc815\ub41c \uc720\ubcc0\ud559\uc801 \ud2b9\uc131\uacfc \ub0ae\uc740 \uc740 \ud568\ub7c9\uc744 \uac00\uc9c4 \ud398\uc774\uc2a4\ud2b8 \uac1c\ubc1c\uc774 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc740 \uc0b0\ud654\ubb3c \ub9e4\uac1c \uc81c\ud615\uc740 \uc800\uc628 \uc18c\uacb0 \uc2dc \uc804\ub3c4\ub3c4\ub97c 35% \ud5a5\uc0c1\uc2dc\ucf30\uc73c\uba70, \ub808\uc774\uc800 \uac15\ud654 \uc811\ucd09 \uc18c\uacb0\uc740 \uc2b5\uc5f4 \ud14c\uc2a4\ud2b8\uc5d0\uc11c \uc131\ub2a5 \uc800\ud558\ub97c 92%\uc5d0\uc11c 3.6%\ub85c \uc904\uc774\ub294 \ub4f1 \ucd5c\uc801\ud654\ub41c \uae08\uc18d\ud654\uc758 \uac00\uce58\ub97c \uc785\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc815\ucc45 \uc8fc\ub3c4\ud615 \ud604\uc9c0\ud654 \uacc4\ud68d: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uacfc \uc720\ub7fd\uc5f0\ud569(EU)\uc758 \ub137\uc81c\ub85c \uc0b0\uc5c5\ubc95(Net Zero Industry Act)\uacfc \uac19\uc740 \uc815\ucc45\uc740 \uc544\uc2dc\uc544 \uc678 \uc9c0\uc5ed\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \ub77c\uc778 \uad6c\ucd95\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IRA\ub294 280 GW \uc774\uc0c1\uc758 \uc81c\uc870 \ubc1c\ud45c\ub97c \uc720\ubc1c\ud588\uc73c\uba70, \ubcf4\ub108\uc2a4 \uc138\uc561 \uacf5\uc81c\ub97c \ubc1b\uae30 \uc704\ud574 \uad6d\ub0b4 \uc870\ub2ec \ubd80\ud488\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. EU\uc758 \ub137\uc81c\ub85c \uc0b0\uc5c5\ubc95\uc740 2030\ub144\uae4c\uc9c0 40%\uc758 \ud604\uc9c0 \ucf58\ud150\uce20\ub97c \uc758\ubb34\ud654\ud558\uc5ec, \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc5ec\ub7ec \uae30\uac00\ud329\ud1a0\ub9ac \ud504\ub85c\uc81d\ud2b8\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud604\uc9c0\ud654\ub294 \uc6b4\uc1a1 \uc704\ud5d8\uc744 \uc904\uc774\uace0, \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uba70, \uc9c0\uc5ed \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc2dc\uc7a5 \uc9c4\uc785 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ube44\uc6a9 \uc808\uac10 \uacbd\uc7c1 \ubc0f \ub300\uccb4 \ud398\uc774\uc2a4\ud2b8 \ucc44\ud0dd: 2019\ub144 \uc774\ud6c4 \uc740 \uac00\uaca9\uc774 \ub450 \ubc30\ub85c \uc0c1\uc2b9\ud558\uba74\uc11c, \uc6d0\uc790\uc7ac \ube44\uc6a9\uc774 50~80% \ub0ae\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \ub610\ub294 \uad6c\ub9ac \uae30\ubc18 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. Bertvan der Zwaan\uc740 \uc774\ub7ec\ud55c \ucd94\uc138\uac00 \uc9c0\uc18d\ub420 \uac83\uc774\uba70, \ud2b9\ud788 \uc911\uad6d \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud574 \uc801\uadf9\uc801\uc73c\ub85c \ub300\uccb4 \uc194\ub8e8\uc158\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\ub2e4\uace0 \uc9c0\uc801\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \ud0dc\uc591\uad11 \uc0b0\uc5c5\uc758 \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0 \uac78\uccd0 \ud601\uc2e0\uacfc \uacbd\uc7c1\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud0dc\uc591\uc804\uc9c0 \ud398\uc774\uc2a4\ud2b8 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ud0dc\uc591\uc804\uc9c0 \ud398\uc774\uc2a4\ud2b8 \uc2dc\uc7a5\uc774 2025\ub144\ubd80\ud130 \uc5f0\ud3c9\uade0 13.66%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uc5ec 2030\ub144\uc5d0\ub294 176.2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc911\uad6d, \uc778\ub3c4, \ubbf8\uad6d \ub4f1\uc5d0\uc11c\uc758 \ud0dc\uc591\uad11 \ubc1c\uc804 \uc6a9\ub7c9 \uc99d\ub300, PERC, TOPCon, HJT\uc640 \uac19\uc740 \uace0\uc131\ub2a5 \uc140 \uae30\uc220\ub85c\uc758 \uc804\ud658\uc5d0 \ub530\ub978 \uace0\uc131\ub2a5 \uc804\uba74 \ubc0f \ud6c4\uba74 \ud398\uc774\uc2a4\ud2b8 \uc218\uc694 \uc99d\uac00\uac00 \uaf3d\ud799\ub2c8\ub2e4. \ub610\ud55c, IRA(\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95) \ubc0f REPowerEU\uc640 \uac19\uc740 \uc9c0\uc5ed\ud654 \uc815\ucc45\ub4e4\uc774 \uc544\uc2dc\uc544 \uc678 \uc9c0\uc5ed\uc5d0\uc11c\uc758 \uc0c8\ub85c\uc6b4 \ud398\uc774\uc2a4\ud2b8 \uc0dd\uc0b0 \ub77c\uc778 \uad6c\ucd95\uc744 \ucd09\uc9c4\ud558\uc5ec \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\uc640 \uc9c0\uc5ed\ubcc4 \ud601\uc2e0\uc744 \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube44\uc6a9 \uc808\uac10 \uacbd\uc7c1\uc740 \uc740\ub3c4\uae08 \uad6c\ub9ac \ubc0f \uc800\uc628 \ud398\uc774\uc2a4\ud2b8\uc758 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \ud398\ub85c\ube0c\uc2a4\uce74\uc774\ud2b8-\ud0e0\ub364 \uc140 R&#038;D\uc758 \uae09\uc99d \ub610\ud55c \uc2a4\ud06c\ub9b0 \uc778\uc1c4 \uac00\ub2a5\ud55c \uc804\ub3c4\uc131 \uc789\ud06c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, RoHS(\uc720\ud574\ubb3c\uc9c8 \uc81c\ud55c \uc9c0\uce68) \uaddc\uc81c \uac15\ud654\uc5d0 \ud798\uc785\uc5b4 \ubb34\uc5f0 \ub2e4\uae08\uc18d \ud398\uc774\uc2a4\ud2b8\uac00 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.8%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc740 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uc140 \uc81c\uc870\uc5c5\uccb4\uc758 \ube44\uc6a9 \uc704\ud5d8\uc744 \uc99d\ub300\uc2dc\ucf1c \uad6c\ub9ac \uae30\ubc18 \ub300\uccb4\uc7ac \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, 24% TOPCon \ud6a8\uc728 \uc2dc\uc5f0\uc744 \ud1b5\ud574 \uae30\uc220\uc801 \uc900\ube44\ub97c \ub9c8\uce5c \uad6c\ub9ac \ud398\uc774\uc2a4\ud2b8\ub294 2027\ub144\uacbd \uad11\ubc94\uc704\ud55c \uc0c1\uc6a9\ud654\uac00 \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2024\ub144 \ub9e4\ucd9c\uc758 62.3%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc758 \uc9c0\ubc30\uc801\uc778 \uc81c\uc870 \uae30\ubc18\uc744 \ubc14\ud0d5\uc73c\ub85c \uc5f0\ud3c9\uade0 15.1%\uc758 \uc131\uc7a5\uc774 \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc740 \uac00\uaca9 \ubcc0\ub3d9\uc131, \uc740 \uc0ac\uc6a9\ub7c9 \uc808\uac10(silver-thrifting) \ubc0f \uad6c\ub9ac \ub3c4\uae08 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \ud398\uc774\uc2a4\ud2b8 \ud310\ub9e4\ub7c9\uc5d0 \uc704\ud611\uc774 \ub420 \uc218 \uc788\uc73c\uba70, \ub0a9 \uae30\ubc18 \ud504\ub9bf \uaddc\uc81c \uac15\ud654\ub294 \uc7ac\ubc30\ud569 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ub610\ud55c, \ub192\uc740 \uacf5\uae09\uc5c5\uccb4 \uc9d1\uc911\ub3c4\ub294 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc18c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc740, \uc54c\ub8e8\ubbf8\ub284, \uad6c\ub9ac, \uc740\ub3c4\uae08 \uad6c\ub9ac, \ubb34\uc5f0 \ub2e4\uae08\uc18d \ud398\uc774\uc2a4\ud2b8 \ub4f1 \uc720\ud615\ubcc4, \ub2e8\uacb0\uc815, \ub2e4\uacb0\uc815, \ubc15\ub9c9, HJT, \ud398\ub85c\ube0c\uc2a4\uce74\uc774\ud2b8 \ubc0f \ud0e0\ub364 \uc140 \ub4f1 \uc801\uc6a9 \ubd84\uc57c\ubcc4, \uc8fc\uac70\uc6a9, \uc0c1\uc5c5\uc6a9, \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ub4f1 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4, \uadf8\ub9ac\uace0 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. \ub610\ud55c, Heraeus Photovoltaics, DuPont Microcircuit Materials, Giga Solar Materials, Samsung SDI \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uc810\uc720\uc728, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 \ubc0f \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ubd84\uc11d\ud558\uc5ec \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \uc5ed\ud559 \uad00\uacc4\ub97c \uc870\uba85\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ud0dc\uc591\uc804\uc9c0 \ud398\uc774\uc2a4\ud2b8 \uc2dc\uc7a5\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798\ub97c \uc774\ud574\ud558\uace0 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ud544\uc694\ud55c \uc2ec\uce35\uc801\uc778 \ud1b5\ucc30\ub825\uc744 \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-37165","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\/37165"}],"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=37165"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/37165\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=37165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=37165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=37165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}