{"id":37186,"date":"2026-02-11T12:38:17","date_gmt":"2026-02-11T12:38:17","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/silicon-battery-market-mordor\/"},"modified":"2026-09-11T21:46:11","modified_gmt":"2026-09-11T12:46:11","slug":"silicon-battery-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/silicon-battery-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \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\/silicon-battery-market-1754564159837-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\/silicon-battery-market-size-image-1756206791027.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 \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 EV \ud329\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub098\ub178 \uc2e4\ub9ac\ucf58 \uc0dd\uc0b0 \ube44\uc6a9 \ud558\ub77d \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 \uac74\uc2dd \uc804\uadf9 \uc81c\uc870 \ub77c\uc778\uc758 \ube60\ub978 \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.4 5\u201320 Ah \uc804\uae30 \uc790\uc804\uac70 \ubc30\ud130\ub9ac\uc758 \ub300\ub7c9 \uc0c1\uc6a9\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc2e4\ub9ac\ucf58 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c OEM \ud604\uc9c0\ud654 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.6 AI \ucd5c\uc801\ud654 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569 \uc544\ud0a4\ud14d\ucc98<\/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 \ubd80\ud53c \ud33d\ucc3d\uc73c\ub85c \uc778\ud55c \uc74c\uadf9 \uc5f4\ud654<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud30c\ud3b8\ud654\ub41c IP \ud658\uacbd\uc73c\ub85c \uc778\ud55c \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \ubc30\ud130\ub9ac \ub4f1\uae09 \uc2e4\ub780 \uac00\uc2a4\uc758 \ub9cc\uc131 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.4 \ubd88\ud655\uc2e4\ud55c \uc218\uba85 \uc885\ub8cc \uc7ac\ud65c\uc6a9 \uacbd\uc81c\uc131<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \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 \ubd84\uc11d\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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ubc30\ud130\ub9ac \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc2e4\ub9ac\ucf58 \uc6b0\uc138 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2e4\ub9ac\ucf58 \ud48d\ubd80 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc2e4\ub9ac\ucf58 \uc18c\uc7ac \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uc7ac<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc2e4\ub9ac\ucf58 \ub098\ub178\uc640\uc774\uc5b4<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc2e4\ub9ac\ucf58 \uc0b0\ud654\ubb3c\/\ud751\uc5f0 \ud63c\ud569\ubb3c<\/li>\n<li class=\"toc-level-3\">5.2.4 \uae30\ud0c0 \uc2e4\ub9ac\ucf58 \uc18c\uc7ac \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ud3fc \ud329\ud130\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud30c\uc6b0\uce58 \uc140<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac01\ud615 \uc140<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc6d0\ud1b5\ud615 \uc140<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc758\ub8cc \uae30\uae30<\/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\n<ul>\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 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8\n<ul>\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 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\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 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc778\ub3c4<\/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 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9\n<ul>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \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 Amprius Technologies, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Sila Nanotechnologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Enovix Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Enevate Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 Group14 Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Nexeon Limited<\/li>\n<li class=\"toc-level-3\">6.4.7 OneD Battery Sciences<\/li>\n<li class=\"toc-level-3\">6.4.8 California Lithium Battery, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 LeydenJar Technologies B.V.<\/li>\n<li class=\"toc-level-3\">6.4.10 StoreDot Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Ecellix Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Targray Technology International Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Nanode Battery Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 Adden Energy, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 SilLion, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Battrion AG<\/li>\n<li class=\"toc-level-3\">6.4.17 Advano, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Shenzhen BTR New Energy Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Jiangxi Zichen Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Shin-Etsu Chemical Co., Ltd.<\/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>\uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025 &#8211; 2030)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \ud604\uc7ac \ubc0f \ubbf8\ub798 \ub3d9\ud5a5\uc744 \ubd84\uc11d\ud558\uba70, 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0\uc758 \uc131\uc7a5 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ubc30\ud130\ub9ac \uc720\ud615(\uc2e4\ub9ac\ucf58-\uc8fc\ub3c4 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac, \uc2e4\ub9ac\ucf58-\ud48d\ubd80 \uace0\uccb4 \ubc30\ud130\ub9ac), \uc2e4\ub9ac\ucf58 \uc18c\uc7ac \uc720\ud615(\uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uccb4, \uc2e4\ub9ac\ucf58 \ub098\ub178\uc640\uc774\uc5b4 \ub4f1), \ud3fc \ud329\ud130(\ud30c\uc6b0\uce58 \uc140, \uac01\ud615 \uc140, \uc6d0\ud1b5\ud615 \uc140), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc804\uae30\ucc28, \uac00\uc804\uc81c\ud488 \ub4f1) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2025\ub144 1\uc5b5 2,240\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 8\uc5b5 3,453\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 47.50%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774\uba70, \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc740 \ubd81\ubbf8\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uac15\ub825\ud55c \uc131\uc7a5\uc740 \ud751\uc5f0 \ub300\ube44 10\ubc30 \ub192\uc740 \uc2e4\ub9ac\ucf58\uc758 \uc774\ub860\uc801 \uc6a9\ub7c9, 400\ub9c8\uc77c \uc774\uc0c1\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc694\uad6c\ud558\ub294 \uc804\uae30\ucc28(EV) \uc218\uc694 \uc99d\uac00, \uadf8\ub9ac\uace0 \ubd81\ubbf8 \uc9c0\uc5ed \uacf5\uae09\ub9dd \ud604\uc9c0\ud654\ub97c \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. Sila Nanotechnologies\uc758 3\uc5b5 7,500\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc2dc\ub9ac\uc988 G \ud22c\uc790 \uc720\uce58\uc640 \uac19\uc740 \ub300\uaddc\ubaa8 \uc790\uae08 \uc870\ub2ec\uc740 \ub300\ub7c9 \uc0dd\uc0b0 \uc900\ube44\uc5d0 \ub300\ud55c \ud22c\uc790\uc790\ub4e4\uc758 \uc2e0\ub8b0\ub97c \ud655\uc778\uc2dc\ucf1c \uc90d\ub2c8\ub2e4. \uc774\ubbf8 \uc0c1\uc5c5\uc801\uc73c\ub85c\ub294 900 Wh\/L \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc758 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc30\ud130\ub9ac\uc640 67\uc77c\uac04 \uc131\uce35\uad8c \ube44\ud589\uc774 \uac00\ub2a5\ud55c \uc140\uc774 \ucd9c\uc2dc\ub418\uc5b4 \uac00\uc804\uc81c\ud488 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd80\ubb38 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc131\ub2a5\uc774 \uac80\uc99d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uac74\uc2dd \uc804\uadf9 \uc81c\uc870 \ub77c\uc778\uc740 \uc6a9\ub9e4 \uc0ac\uc6a9\uc744 \uc904\uc774\uace0 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \ucd5c\ub300 15% \uc808\uac10\ud558\uba70 \ub354 \ub192\uc740 \uc2e4\ub9ac\ucf58 \ub85c\ub529\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ubc30\ud130\ub9ac \uc720\ud615\ubcc4: 2024\ub144 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 89.91%\ub97c \uc2e4\ub9ac\ucf58-\uc8fc\ub3c4 \ub9ac\ud2ac \uc774\uc628 \uc140\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, \uc2e4\ub9ac\ucf58-\ud48d\ubd80 \uace0\uccb4 \uc140\uc740 2030\ub144\uae4c\uc9c0 49.43%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc2e4\ub9ac\ucf58 \uc18c\uc7ac \uc720\ud615\ubcc4: 2024\ub144 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\uc758 46.73%\ub97c \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uccb4\uac00 \ucc28\uc9c0\ud588\uc73c\uba70, \uc2e4\ub9ac\ucf58 \ub098\ub178\uc640\uc774\uc5b4\ub294 2030\ub144\uae4c\uc9c0 48.23%\ub85c \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ud3fc \ud329\ud130\ubcc4: 2024\ub144 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 51.32%\ub97c \ud30c\uc6b0\uce58 \uc140\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, \uac01\ud615 \uc140\uc740 2030\ub144\uae4c\uc9c0 49.14%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2024\ub144 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\uc758 59.84%\ub97c \uc804\uae30\ucc28\uac00 \ucc28\uc9c0\ud588\uc73c\uba70, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc740 2030\ub144\uae4c\uc9c0 48.91%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2024\ub144 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 54.97%\ub97c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc810\uc720\ud588\uc73c\uba70, \ubd81\ubbf8\ub294 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 47.87%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>1.  \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 EV \ud329 \uc218\uc694 \uae09\uc99d: \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ubc30\ud130\ub9ac \ud329 \uc9c8\ub7c9 \uc99d\uac00 \uc5c6\uc774 400\ub9c8\uc77c \uc8fc\ud589 \uac70\ub9ac\ub97c \ub2ec\uc131\ud574\uc57c \ud568\uc5d0 \ub530\ub77c, \ud751\uc5f0\ubcf4\ub2e4 20-40% \ub354 \ub192\uc740 \uc911\ub7c9 \uc6a9\ub7c9\uc744 \uc81c\uacf5\ud558\ub294 \uc2e4\ub9ac\ucf58 \uac15\ud654 \uc591\uadf9 \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ub974\uc138\ub370\uc2a4-\ubca4\uce20\ub294 \ubbf8\ub798 G-\ud074\ub798\uc2a4 \ubaa8\ub378\uc5d0 Sila Nanotechnologies\uc758 Titan Silicon\uc744 \uc801\uc6a9\ud558\uae30\ub85c \uc57d\uc18d\ud558\uba70 \uc790\ub3d9\ucc28 \uaddc\ubaa8\uc5d0\uc11c\uc758 \uc0c1\uc5c5\uc801 \uc900\ube44\ub97c \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. BMW\uc758 5\uac1c \uc2e0\uaddc \uace0\uc804\uc555 \uc870\ub9bd \uacf5\uc7a5\uc740 10% \uc774\uc0c1\uc758 \uc2e4\ub9ac\ucf58 \ud568\ub7c9\uc744 \uc704\ud574 \uc124\uacc4\ub41c \uc140 \ud615\uc2dd\uc744 \ud1b5\ud569\ud558\uace0 \uc788\uc5b4 OEM \uc218\uc900\uc758 \uacac\uc778\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub294 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub97c \ud1b5\ud574 \uc2e4\ub9ac\ucf58 \uc7ac\ub8cc \ube44\uc6a9 \uc808\uac10\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n2.  \ub098\ub178 \uc2e4\ub9ac\ucf58 \uc0dd\uc0b0 \ube44\uc6a9 \ud558\ub77d \uac00\uc18d\ud654: Group14\uc758 6\uc5b5 1,400\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc2dc\ub9ac\uc988 C \ud22c\uc790\ub294 \uaddc\ubaa8\uc758 \uacbd\uc81c \ubc18\uc751\uae30\uc640 \uc2a4\ud504\ub808\uc774 \uac74\uc870 \uacf5\uc815 \uac15\ud654\ub97c \ud1b5\ud574 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uccb4 \ud0ac\ub85c\uadf8\ub7a8\ub2f9 \ube44\uc6a9\uc744 40-60% \uc808\uac10\ud560 \uc218 \uc788\ub294 \uc5f0\uac04 4,000\ud1a4 \uaddc\ubaa8\uc758 \uacf5\uc7a5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ubc18\ub3c4\uccb4 \ub4f1\uae09 \uc2a4\ud06c\ub7a9\uc744 \uad6c\ud615 Si-C \ubd84\ub9d0\ub85c \uc7ac\ud65c\uc6a9\ud558\ub294 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc6d0\uc790\uc7ac \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n3.  \uac74\uc2dd \uc804\uadf9 \uc81c\uc870 \ub77c\uc778\uc758 \ube60\ub978 \ud655\uc7a5: \uac74\uc2dd \ucf54\ud305\uc740 N-\uba54\ud2f8-2-\ud53c\ub864\ub9ac\ub3c8 \uc6a9\ub9e4\ub97c \uc81c\uac70\ud558\uace0 \uac74\uc870 \uc624\ube10\uc758 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c \uc904\uc774\uba70 6 mAh\/cm\u00b2 \uc774\uc0c1\uc758 \uc804\uadf9 \uba74\uc801 \uc6a9\ub7c9\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc5ec\ub7ec \ubbf8\uad6d \uc140 \uc81c\uc870\uc5c5\uccb4\uac00 \uc124\uce58\ud55c \ud30c\uc77c\ub7ff \ub77c\uc778\uc740 \uade0\uc77c\ud55c \uc2e4\ub9ac\ucf58 \ubd84\uc0b0\uacfc \ub0ae\uc740 \uad74\uace1\ub3c4\ub97c \ub2ec\uc131\ud558\uc5ec \uc5f4 \ud3ed\uc8fc \uc5c6\uc774 10\ubd84 \uace0\uc18d \ucda9\uc804 \uc131\ub2a5\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n4.  5-20 Ah \uc804\uae30 \uc790\uc804\uac70 \ubc30\ud130\ub9ac\uc758 \ub300\ub7c9 \uc0c1\uc6a9\ud654: \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30 \uc790\uc804\uac70 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc18c\ube44\uc790\ub4e4\uc774 \uc218\uc6a9\ud558\ub294 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc8fc\ud589 \uac70\ub9ac\ub97c 25% \uc5f0\uc7a5\ud558\ub294 20 Ah \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubc30\ud130\ub9ac\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ub7c9 \uc8fc\ubb38\uc740 \uc0dd\uc0b0 \uc704\ud5d8\uc744 \uc904\uc5ec \uc7ac\ub8cc \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc608\uce21 \uac00\ub2a5\ud55c \uad6c\ub9e4 \uacc4\uc57d\uacfc \uc6b4\uc601 \ub808\ubc84\ub9ac\uc9c0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub95c\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uc0ac\uc774\ud074 \uc218\uba85 \ub370\uc774\ud130\ub294 \uc790\ub3d9\ucc28 \uac80\uc99d \ub8e8\ud504\uc5d0 \ud53c\ub4dc\ubc31\ub418\uc5b4 \ub300\ud615 \ud329\uc758 \uac1c\ubc1c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<br \/>\n5.  \uc2e4\ub9ac\ucf58 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c OEM \ud604\uc9c0\ud654 \uc758\ubb34: \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc758 \uc815\ubd80 \uc815\ucc45\uc740 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc758 \ud604\uc9c0\ud654\ub97c \uc7a5\ub824\ud558\uc5ec \uc2e4\ub9ac\ucf58 \uc591\uadf9 \uc7ac\ub8cc\uc758 \uad6d\ub0b4 \uc0dd\uc0b0\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc774\ub294 \uc9c0\uc5ed \ub0b4 \uc77c\uc790\ub9ac \ucc3d\ucd9c, \uacbd\uc81c \uc131\uc7a5, \uadf8\ub9ac\uace0 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \uac10\uc18c\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n6.  AI \ucd5c\uc801\ud654 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uccb4 \uc544\ud0a4\ud14d\ucc98: \uc778\uacf5\uc9c0\ub2a5(AI)\uc740 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uccb4\uc758 \uc124\uacc4 \ubc0f \ucd5c\uc801\ud654\uc5d0 \ud65c\uc6a9\ub418\uc5b4 \uc7ac\ub8cc \ud2b9\uc131\uc744 \uac1c\uc120\ud558\uace0 \ubc30\ud130\ub9ac \uc131\ub2a5\uc744 \uadf9\ub300\ud654\ud569\ub2c8\ub2e4. \uc774\ub294 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \uc0ac\uc774\ud074 \uc218\uba85, \ucda9\uc804 \uc18d\ub3c4 \ub4f1 \uc5ec\ub7ec \uce21\uba74\uc5d0\uc11c \ud601\uc2e0\uc744 \uac00\uc838\uc635\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \ubd80\ud53c \ud33d\ucc3d\uc73c\ub85c \uc778\ud55c \uc591\uadf9 \uc5f4\ud654: \uc2e4\ub9ac\ucf58\uc740 \ub9ac\ud2ac\ud654 \uc2dc \ucd5c\ub300 280%\uae4c\uc9c0 \ud33d\ucc3d\ud558\uc5ec \uc804\uadf9 \ub9e4\ud2b8\ub9ad\uc2a4\ub97c \ud30c\uad34\ud558\uace0 \uc6a9\ub7c9 \uac10\uc18c\ub97c \uac00\uc18d\ud654\ud569\ub2c8\ub2e4. \uc2e4\ud5d8\uc2e4 \ud14c\uc2a4\ud2b8\uc5d0 \ub530\ub974\uba74 15% \uc2e4\ub9ac\ucf58 \ub3c4\ud551 \uc140\uc740 \uae30\uacc4\uc801 \ub0a8\uc6a9 \uc2dc \ub354 \ub192\uc740 \ud45c\uba74 \uc628\ub3c4\ub97c \ubc1c\uc0dd\uc2dc\ucf1c \uc548\uc804 \ubb38\uc81c\ub97c \uc57c\uae30\ud569\ub2c8\ub2e4. Amprius\ub294 \ub2e4\uacf5\uc131 \uc544\ud0a4\ud14d\ucc98\ub97c \ud1b5\ud574 80% \uc6a9\ub7c9 \uc720\uc9c0\uc728\ub85c 1,500 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \ub2ec\uc131\ud588\uc9c0\ub9cc, \ubaa8\ub4e0 \ud329 \ud615\uc2dd\uc5d0 \uac78\uce5c \ub300\uaddc\ubaa8 \ubcf5\uc81c\ub294 \uc5ec\uc804\ud788 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4.<br \/>\n2.  \ud30c\ud3b8\ud654\ub41c IP \ud658\uacbd\uc73c\ub85c \uc778\ud55c \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9 \uc99d\uac00: 2024\ub144\uc5d0\ub9cc 1,300\uac1c \uc774\uc0c1\uc758 \ubc30\ud130\ub9ac \uad00\ub828 \ud2b9\ud5c8\uac00 \ubc1c\ud589\ub418\uc5c8\uc73c\uba70, \uc774 \uc911 \uc0c1\ub2f9\uc218\ub294 \uc2e4\ub9ac\ucf58 \uc591\uadf9 \ud654\ud559, \uad6c\uc870 \ubc0f \uc81c\uc870 \ubc29\ubc95\uc744 \uc911\ubcf5\ud558\uc5ec \ub2e4\ub8f9\ub2c8\ub2e4. \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc740 \uc0c1\uc5c5 \uc0dd\uc0b0\uc744 \ud655\uc7a5\ud560 \ub54c \ub450 \uc790\ub9bf\uc218 \ub85c\uc5f4\ud2f0 \ubd80\ub2f4\uc5d0 \uc9c1\uba74\ud560 \uc218 \uc788\uc73c\uba70, \uc774\ub294 \ud2b9\ud5c8 \ud480 \ub610\ub294 \uad50\ucc28 \ub77c\uc774\uc120\uc2a4 \ud504\ub808\uc784\uc6cc\ud06c\uac00 \uc131\uc219\ud560 \ub54c\uae4c\uc9c0 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n3.  \ubc30\ud130\ub9ac \ub4f1\uae09 \uc2e4\ub780 \uacf5\uae09 \uc9d1\uc911: \ubc30\ud130\ub9ac \ub4f1\uae09 \uc2e4\ub780\uc758 \uacf5\uae09\uc740 \ud2b9\uc815 \uc9c0\uc5ed\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uacf5\uae09\ub9dd \uc704\ud5d8\uc744 \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09 \ubd88\uc548\uc815\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \uace0\uc2e4\ub9ac\ucf58 \ubd80\ud558\uc5d0 \ub300\ud55c \uc81c\ud55c\ub41c \ubc14\uc778\ub354 \ud638\ud658\uc131: \ub192\uc740 \uc2e4\ub9ac\ucf58 \ud568\ub7c9\uc744 \uac00\uc9c4 \uc804\uadf9\uc740 \uae30\uc874 \ubc14\uc778\ub354\uc640\uc758 \ud638\ud658\uc131 \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\uadf9\uc758 \uc548\uc815\uc131\uacfc \uc218\uba85\uc744 \uc800\ud574\ud558\uba70, \uc0c8\ub85c\uc6b4 \ubc14\uc778\ub354 \uc7ac\ub8cc \uac1c\ubc1c\uc758 \ud544\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\ubc30\ud130\ub9ac \uc720\ud615\ubcc4: \uc2e4\ub9ac\ucf58-\uc8fc\ub3c4 \uc544\ud0a4\ud14d\ucc98 \uc2dc\uc7a5 \uc120\ub3c4<br \/>\n\uc2e4\ub9ac\ucf58-\uc8fc\ub3c4 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\ub294 2024\ub144 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 89.91%\ub97c \ucc28\uc9c0\ud558\uba70 \uae30\uc874 \uc2b5\uc2dd \uc2ac\ub7ec\ub9ac \ucf54\ud305 \ub77c\uc778\uacfc\uc758 \ud638\ud658\uc131\uacfc \uacf5\uae09\ub9dd \uc5f0\uc18d\uc131 \ub355\ubd84\uc5d0 \uc6b0\uc704\ub97c \uc810\ud588\uc2b5\ub2c8\ub2e4. 49.43%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\ub294 \uc2e4\ub9ac\ucf58-\ud48d\ubd80 \uace0\uccb4 \ubc30\ud130\ub9ac\ub294 844 Wh\/L \ud504\ub85c\ud1a0\ud0c0\uc785\uacfc 12\ubd84 \uace0\uc18d\ucda9\uc804 \uae30\ub2a5\uc744 \ud1b5\ud574 \uc0c1\ub2f9\ud55c \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \uc8fc\uc694 \uc5c5\uccb4\uac00 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \uc5f0\uad6c \uac1c\ubc1c\uc5d0 \ub9c9\ub300\ud55c \ud22c\uc790\ub97c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Sila Nanotechnologies, Group14 Technologies, Enovix, Nexeon, Enevate \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \ud601\uc2e0\uc801\uc778 \uae30\uc220\uacfc \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, Sila Nanotechnologies\ub294 \uba54\ub974\uc138\ub370\uc2a4-\ubca4\uce20\uc640 \ud611\ub825\ud558\uc5ec \ucc28\uc138\ub300 \uc804\uae30\ucc28\uc5d0 \uc2e4\ub9ac\ucf58 \uc591\uadf9\uc7ac\ub97c \uacf5\uae09\ud558\uace0 \uc788\uc73c\uba70, Group14 Technologies\ub294 \ud3ec\ub974\uc250\uc640 \ud611\ub825\ud558\uc5ec \uace0\uc131\ub2a5 \ubc30\ud130\ub9ac \uc194\ub8e8\uc158\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacbd\uc7c1 \ud658\uacbd\uc740 \uae30\uc220 \ud601\uc2e0\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc2e4\ub9ac\ucf58 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, 2025\ub144 1\uc5b5 2,240\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 8\uc5b5 3,453\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uae09\uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4. \ud2b9\ud788 \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uc5f0\ubc29 \uc778\uc13c\ud2f0\ube0c\uc640 \ub300\uaddc\ubaa8 \uad6d\ub0b4 \uc2e4\ub9ac\ucf58 \uc7ac\ub8cc \uacf5\uc7a5 \uc124\ub9bd\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 47.87%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c\ub294 \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 \uc804\uae30\ucc28(EV) \ud329\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d, \ub098\ub178 \uc2e4\ub9ac\ucf58 \uc0dd\uc0b0 \ube44\uc6a9\uc758 \uac00\uc18d\ud654\ub41c \uac10\uc18c, \uac74\uc2dd \uc804\uadf9 \uc81c\uc870 \ub77c\uc778\uc758 \uc2e0\uc18d\ud55c \uaddc\ubaa8 \ud655\uc7a5, 5-20Ah \uc804\uae30 \uc790\uc804\uac70 \ubc30\ud130\ub9ac\uc758 \ub300\ub7c9 \uc0c1\uc6a9\ud654, \uc2e4\ub9ac\ucf58 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c OEM \ud604\uc9c0\ud654 \uc758\ubb34, \uadf8\ub9ac\uace0 AI \ucd5c\uc801\ud654 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569 \uc544\ud0a4\ud14d\ucc98\uc758 \ubc1c\uc804 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58\uc740 \ud751\uc5f0 \ub300\ube44 \ucd5c\ub300 10\ubc30\uc758 \uc774\ub860\uc801 \uc6a9\ub7c9\uc744 \uc81c\uacf5\ud558\uc5ec 20-40% \ub354 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uba70, \ub354 \ubb34\uac70\uc6b4 \ud329 \uc5c6\uc774\ub3c4 400\ub9c8\uc77c \uc8fc\ud589 \uac70\ub9ac\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \uae30\uc5ec\ud568\uc73c\ub85c\uc368 \ucc28\uc138\ub300 \uc804\uae30\ucc28\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \ub9ac\ud2ac\ud654 \uacfc\uc815\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ubd80\ud53c \ud33d\ucc3d\uc73c\ub85c \uc778\ud55c \uc591\uadf9 \uc5f4\ud654, \ud30c\ud3b8\ud654\ub41c IP \ud658\uacbd\uc73c\ub85c \uc778\ud55c \ub77c\uc774\uc120\uc2f1 \ube44\uc6a9 \uc99d\uac00, \ubc30\ud130\ub9ac \ub4f1\uae09 \uc2e4\ub780 \uac00\uc2a4\uc758 \ub9cc\uc131\uc801\uc778 \ubd80\uc871, \uadf8\ub9ac\uace0 \ubd88\ud655\uc2e4\ud55c \uc218\uba85 \uc8fc\uae30 \uc885\ub8cc \uc7ac\ud65c\uc6a9 \uacbd\uc81c\uc131 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc801 \uacfc\uc81c\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \ub2e4\uacf5\uc131 \uc544\ud0a4\ud14d\ucc98\uc640 \ud0c4\uc131 \ubc14\uc778\ub354\ub97c \ud1b5\ud574 1,500\ud68c \uc774\uc0c1\uc758 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\ub294 \uae30\uc220\uc774 \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc81c\uc870\uc0ac\ub4e4\uc740 \uaddc\ubaa8 \ud655\uc7a5 \ud22c\uc790, \uac74\uc2dd \uc804\uadf9 \uacf5\uc815, \ubc18\ub3c4\uccb4 \ub4f1\uae09 \uc2e4\ub9ac\ucf58 \uc2a4\ud06c\ub7a9 \uc7ac\ud65c\uc6a9 \ub4f1\uc744 \ud1b5\ud574 kg\ub2f9 \uc7ac\ub8cc \ube44\uc6a9\uc744 \ucd5c\ub300 60%\uae4c\uc9c0 \uc808\uac10\ud558\ub294 \ub178\ub825\uc744 \uae30\uc6b8\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc0b0\uc5c5 \uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uadf8\ub9ac\uace0 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \uc804\uae30\ucc28\uac00 \uc8fc\uc694 \ub3d9\ub825\uc6d0\uc774\uba70, \uc804\uae30\ucc28 \uc678\uc5d0 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd84\uc57c\ub294 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc73c\ub85c, \ucd08\uacbd\ub7c9 \uace0\uc5d0\ub108\uc9c0 \uc2e4\ub9ac\ucf58 \uc140\uc774 \uace0\uace0\ub3c4 \ub4dc\ub860 \ubc0f \uc704\uc131 \ud50c\ub7ab\ud3fc\uc5d0 \uc804\ub825\uc744 \uacf5\uae09\ud558\uba70 \uc5f0\ud3c9\uade0 48.91%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ubc30\ud130\ub9ac \uc720\ud615(\uc2e4\ub9ac\ucf58-\uc8fc\ub3c4 \ub9ac\ud2ac \uc774\uc628, \uc2e4\ub9ac\ucf58-\ud48d\ubd80 \uace0\uccb4 \ubc30\ud130\ub9ac), \uc2e4\ub9ac\ucf58 \uc7ac\ub8cc \uc720\ud615(\uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uccb4, \uc2e4\ub9ac\ucf58 \ub098\ub178\uc640\uc774\uc5b4, \uc2e4\ub9ac\ucf58 \uc0b0\ud654\ubb3c\/\ud751\uc5f0 \ud63c\ud569\ubb3c \ub4f1), \ud3fc \ud329\ud130(\ud30c\uc6b0\uce58, \uac01\ud615, \uc6d0\ud1b5\ud615), \uc751\uc6a9 \ubd84\uc57c(\uc804\uae30\ucc28, \uac00\uc804\uc81c\ud488, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc758\ub8cc \uae30\uae30), \uadf8\ub9ac\uace0 \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \ub0a8\ubbf8, \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4, \ub7ec\uc2dc\uc544 \ub4f1), \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ud55c\uad6d, \ud638\uc8fc \ub4f1), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728, \uadf8\ub9ac\uace0 Amprius Technologies, Sila Nanotechnologies, Enovix Corporation, Enevate Corporation, Group14 Technologies \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544(\uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ud3ec\ud568)\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-37186","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\/37186"}],"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=37186"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/37186\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=37186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=37186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=37186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}