{"id":38655,"date":"2026-02-12T05:47:26","date_gmt":"2026-02-12T05:47:26","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-lightweight-material-market-mordor\/"},"modified":"2026-10-02T05:58:06","modified_gmt":"2026-10-01T20:58:06","slug":"automotive-lightweight-material-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-lightweight-material-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \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\/automotive-lightweight-material-market-1753269142827-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\/automotive-lightweight-material-market-size-image-1753269158103.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 \ud604\ud669<\/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 \uc5f0\ub8cc \ud6a8\uc728\uc131 \ubc0f CO2 \uc800\uac10\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc804\uae30 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9 \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc5c4\uaca9\ud55c \uae00\ub85c\ubc8c \ubc0f \uc9c0\uc5ed \ucc28\ub7c9 \uc911\ub7c9 \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc790\uc728\uc8fc\ud589\ucc28 AI \uc13c\uc11c \ud0d1\uc7ac\ub97c \uc704\ud55c \uacbd\ub7c9\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub0b4\uc7ac \ud0c4\uc18c \uc800\uac10\uc744 \uc704\ud55c \uc21c\ud658 \uacbd\uc81c \ud06c\ub808\ub527<\/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 \ucca8\ub2e8 \ubcf5\ud569\uc7ac \ubc0f \ud569\uae08\uc758 \ub192\uc740 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc81c\uc870 \ubc0f \uc218\ub9ac \ubcf5\uc7a1\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud575\uc2ec \uad11\ubb3c(\uc608: Mg, Ti) \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \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 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\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 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc7ac\ub8cc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uae08\uc18d<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \uc54c\ub8e8\ubbf8\ub284<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \uace0\uac15\ub3c4 \uac15\ucca0<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \ub9c8\uadf8\ub124\uc298 \ud569\uae08<\/li>\n<li class=\"toc-level-4\">5.1.1.4 \ud2f0\ud0c0\ub284 \ud569\uae08<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud3f4\ub9ac\uba38 \ubc0f \ubcf5\ud569\uc7ac<\/li>\n<li class=\"toc-level-4\">5.1.2.1 CFRP<\/li>\n<li class=\"toc-level-4\">5.1.2.2 GFRP<\/li>\n<li class=\"toc-level-4\">5.1.2.3 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud50c\ub77c\uc2a4\ud2f1<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc5d8\ub77c\uc2a4\ud1a0\uba38<\/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 \ucc28\uccb4 \uace8\uaca9<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc100\uc2dc \ubc0f \uc11c\uc2a4\ud39c\uc158<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f \uad6c\ub3d9\uacc4<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub0b4\ubd80 \ubd80\ud488<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc678\ubd80\/\ud2b8\ub9bc<\/li>\n<li class=\"toc-level-3\">5.2.6 \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800 \ubc0f \uc5f4 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.2.7 \uae30\ud0c0 \uc801\uc6a9 \ubd84\uc57c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \uacbd\uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc911\uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc804\uae30 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9<\/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 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \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 Alcoa Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 ArcelorMittal S.A.<\/li>\n<li class=\"toc-level-3\">6.4.3 BASF SE<\/li>\n<li class=\"toc-level-3\">6.4.4 Constellium SE<\/li>\n<li class=\"toc-level-3\">6.4.5 Dow Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Hexcel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 JFE Steel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 Jushi Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 LyondellBasell Industries N.V.<\/li>\n<li class=\"toc-level-3\">6.4.10 Novelis Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Owens Corning<\/li>\n<li class=\"toc-level-3\">6.4.12 POSCO<\/li>\n<li class=\"toc-level-3\">6.4.13 SABIC<\/li>\n<li class=\"toc-level-3\">6.4.14 SGL Carbon SE<\/li>\n<li class=\"toc-level-3\">6.4.15 Solvay S.A.<\/li>\n<li class=\"toc-level-3\">6.4.16 Tata Steel Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 Thyssenkrupp AG<\/li>\n<li class=\"toc-level-3\">6.4.18 Toray Industries, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 UACJ Corporation<\/li>\n<li class=\"toc-level-3\">6.4.20 \uae30\ud0c0 \uc8fc\uc694 \uae30\uc5c5<\/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>\uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5 \uac1c\uc694 (2025-2030\ub144)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2030\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0\uc758 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc2dc\uc7a5\uc740 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc8fc\ub85c \uc5c4\uaca9\ud574\uc9c0\ub294 \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c, \uc804\uae30\ucc28(EV) \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc758 \ud655\uc0b0, \uadf8\ub9ac\uace0 \uc790\uc728\uc8fc\ud589\ucc28\uc758 AI \uc13c\uc11c \ud0d1\uc7ac\ub7c9 \uc99d\uac00\uc5d0 \ub530\ub978 \uacbd\ub7c9\ud654 \uc694\uad6c\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5\ub960<\/p>\n<p>\uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc740 2025\ub144 788\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 1,049\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.88%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ucc28\ub7c9 \ubc30\ucd9c\uac00\uc2a4 \uac10\ucd95\uc744 \uc704\ud55c \uaddc\uc81c \uc555\ub825, \uc804\uae30\ucc28 \ubc30\ud130\ub9ac(300-500kg) \ubb34\uac8c \uc0c1\uc1c4 \ud544\uc694\uc131, \uadf8\ub9ac\uace0 \uc131\ub2a5 \uc800\ud558 \uc5c6\uc774 AI \uc13c\uc11c \ud398\uc774\ub85c\ub4dc\ub97c \ud0d1\uc7ac\ud574\uc57c \ud558\ub294 \uc694\uad6c\uac00 \ubcf5\ud569\uc801\uc73c\ub85c \uc791\uc6a9\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n<p>\ud604\uc7ac \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ud3f4\ub9ac\uba38 \ubc0f \ubcf5\ud569\uc7ac\uac00 \uc18c\uc7ac \ud63c\ud569\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\ub098, \ucda9\ub3cc \uc131\ub2a5\uacfc \ube44\uc6a9 \ud6a8\uc728\uc131\uc774 \uc911\uc694\ud55c \ubd84\uc57c\uc5d0\uc11c\ub294 \uace0\uac15\ub3c4\uac15(AHSS)\uc758 \uc911\uc694\uc131 \ub610\ud55c \uc5ec\uc804\ud788 \uc720\ud6a8\ud569\ub2c8\ub2e4. \ub2e4\uc591\ud55c \uc18c\uc7ac\ub97c \uacb0\ud569\ud558\ub294 \uba40\ud2f0-\uc18c\uc7ac \uc544\ud0a4\ud14d\ucc98\uac00 \uc8fc\ub958\ub85c \uc790\ub9ac \uc7a1\uace0 \uc788\uc73c\uba70, \uc811\ud569 \uae30\uc220, \ubd80\uc2dd \uc81c\uc5b4 \ubc0f \uc7ac\ud65c\uc6a9\uc131\uc744 \ub9c8\uc2a4\ud130\ud55c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uadf8\ub124\uc298 \ubc0f \ud2f0\ud0c0\ub284\uc758 \uacf5\uae09\ub9dd \ubd88\uc548\uc815\uc131\uc740 \uc9c0\uc18d\ub418\uace0 \uc788\uc73c\ub098, \ud2b9\ud788 \uc720\ub7fd\uacfc \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \uc7ac\ud65c\uc6a9 \uc911\uc2ec\uc758 \uc21c\ud658 \uacbd\uc81c \ubaa8\ub378\uc774 \ud575\uc2ec \uad11\ubb3c \uc704\ud5d8\uc744 \uc644\ud654\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc5f0\ub8cc \ud6a8\uc728\uc131 \ubc0f CO2 \uac10\ucd95 \uc694\uad6c \uc99d\ub300 (+1.8% CAGR \uc601\ud5a5): \uae30\uc5c5 \ud3c9\uade0 \uc5f0\ube44(CAFE) \uaddc\uc815 \ubc0f \uc720\ub7fd\uc5f0\ud569(EU)\uc758 \ubaa9\ud45c\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ud30c\uc6cc\ud2b8\ub808\uc778 \uac1c\uc120\ub9cc\uc73c\ub85c\ub294 \ucda9\uc871\ud560 \uc218 \uc5c6\ub294 \ub300\uaddc\ubaa8 \uc911\ub7c9 \uc808\uac10\uc744 \ucd94\uad6c\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ud654\ud559 \ud611\ud68c(American Chemistry Council)\ub294 \ub354 \ubb34\uac70\uc6b4 \uc18c\uc7ac\ub85c \ud68c\uadc0\ud560 \uacbd\uc6b0 \ucc28\ub7c9 \uc218\uba85 \ub3d9\uc548 8,900\ub9cc \uac24\ub7f0\uc758 \uc5f0\ub8cc\uac00 \ucd94\uac00\ub420 \uac83\uc774\ub77c\uace0 \ucd94\uc0b0\ud558\uba70, \uc774\ub294 \uaddc\uc81c \ub2f9\uad6d\uc774 \uc6a9\ub0a9\ud560 \uc218 \uc5c6\ub294 \uacb0\uacfc\uc785\ub2c8\ub2e4. \uace0\uac15\ub3c4\uac15\uc740 \ucda9\ub3cc \uc548\uc804\uc131\uc744 \ub192\uc774\uba74\uc11c 25%\uc758 \uc911\ub7c9 \uc808\uac10\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc54c\ub8e8\ubbf8\ub284 \ubc0f \ubcf5\ud569\uc7ac\uac00 \ud655\uc7a5\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c\ub3c4 \ucc28\ub7c9 \uad6c\uc870\uc5d0\uc11c \uadf8 \uc911\uc694\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc804 \uc0dd\uc560 \uc8fc\uae30 \ud3c9\uac00(LCA)\uac00 \uc870\ub2ec \uacb0\uc815\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba74\uc11c, \uc7ac\ud65c\uc6a9 \uc54c\ub8e8\ubbf8\ub284 \ubc0f \ubc14\uc774\uc624 \uae30\ubc18 \ubcf5\ud569\uc7ac\uac00 \ub0b4\uc7ac \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\ucd95\uc5d0 \uae30\uc5ec\ud558\uba70 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uacfc \uc720\ub7fd\uc758 \uc911\ub7c9 \uc870\uc815 \uc138\uae08 \uc778\uc13c\ud2f0\ube0c\ub294 \uc774\ub7ec\ud55c \ubcc0\ud654\ub97c \ub354\uc6b1 \uac15\ud654\ud558\uc5ec \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc5d0 \uc608\uce21 \uac00\ub2a5\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\uae30\ucc28 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9 \ucc44\ud0dd \uc99d\uac00 (+1.5% CAGR \uc601\ud5a5): \ubc30\ud130\ub9ac \ud329\uc740 \ucc28\ub7c9 \uc911\ub7c9\uc744 300-500kg \uc99d\uac00\uc2dc\ud0a4\ubbc0\ub85c, OEM\ub4e4\uc740 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ub2e4\ub978 \ubaa8\ub4e0 \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc911\ub7c9\uc744 \uc904\uc5ec\uc57c \ud569\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uae30\uac00\uce90\uc2a4\ud305(gigacasting) \uae30\uc220\uc740 70\uac1c \uc774\uc0c1\uc758 \ubd80\ud488\uc744 \ub2e8\uc77c \uc54c\ub8e8\ubbf8\ub284 \ubd80\ud488\uc73c\ub85c \ud1b5\ud569\ud558\uc5ec \ub300\uaddc\ubaa8\ub85c \uc911\ub7c9\uacfc \ubcf5\uc7a1\uc131\uc744 \ub3d9\uc2dc\uc5d0 \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucc30\uba38\uc2a4 \uacf5\uacfc\ub300\ud559\uad50(Chalmers University)\uc758 \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ud0c4\uc18c\uc12c\uc720 \uad6c\uc870 \ubc30\ud130\ub9ac\uac00 \uc0c1\uc6a9\ud654\ub420 \uacbd\uc6b0 \uc804\uae30\ucc28 \uc8fc\ud589 \uac70\ub9ac\ub97c 70%\uae4c\uc9c0 \ub298\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5f4\uac00\uc18c\uc131 \ubcf5\ud569\uc7ac\ub294 \uac15\ucca0\uc5d0 \ube44\ud574 \uc5f4 \uad00\ub9ac \ubc0f \uc911\ub7c9 \uc774\uc810\uc744 \uc81c\uacf5\ud558\uc5ec \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800\uc5d0 \uc801\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 LIDAR, \ub808\uc774\ub354 \ubc0f \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4\ub97c \ud1b5\ud569\ud568\uc5d0 \ub530\ub77c, \ubbf8\ubbf8\ud55c \uc911\ub7c9 \uc808\uac10\ub3c4 \uc2e4\uc81c \uc8fc\ud589 \uac70\ub9ac \uc5f0\uc7a5\uc73c\ub85c \uc774\uc5b4\uc838 \ucca8\ub2e8 \uc18c\uc7ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\ubca8\ub9ac\uc2a4(Novelis)\ub294 \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc5d0\uc11c \uc804\uae30\ucc28 \uc0dd\uc0b0 \uc99d\uac00\ub9cc\uc73c\ub85c \uc54c\ub8e8\ubbf8\ub284 \uc218\uc694\uac00 20-25% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc5c4\uaca9\ud55c \uae00\ub85c\ubc8c \ubc0f \uc9c0\uc5ed\ubcc4 \ucc28\ub7c9 \uc911\ub7c9 \uaddc\uc81c (+1.2% CAGR \uc601\ud5a5): 2024\ub144 \ubbf8\uad6d CAFE \uac1c\uc815\uc548\uacfc EU\uc758 \uc720\ub85c 7(Euro 7) \uaddc\uc815\uc740 \ube44\uc900\uc218 \uc2dc \ub9c9\ub300\ud55c \ubc8c\uae08\uc744 \ubd80\uacfc\ud558\uc5ec, \uacbd\ub7c9 \uc18c\uc7ac\uc758 \ub192\uc740 \ub2e8\uac00\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uacbd\uc81c\uc801 \uc815\ub2f9\uc131\uc744 \ubd80\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub85c 7\uc740 \ub610\ud55c \ube0c\ub808\uc774\ud06c \ubbf8\ub9bd\uc790 \ubc30\ucd9c\ub7c9\uc744 \uc81c\ud55c\ud558\uc5ec, \uc911\ub7c9 \uac10\uc18c\uc640 \ubbf8\ub9bd\uc790 \ubc30\ucd9c\ub7c9 \uac10\uc18c\ub97c \ub3d9\uc2dc\uc5d0 \ub2ec\uc131\ud558\ub294 \uc801\uce35 \uc81c\uc870 \ub514\uc2a4\ud06c \uc124\uacc4\ub97c \uc7a5\ub824\ud569\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4 \ucc28\uc774\ub294 \uc18c\uc7ac \uc804\ub7b5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294\ub370, \uc720\ub7fd \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ubcf5\ud569\uc7ac \ucc44\ud0dd\uc5d0 \uc55e\uc7a5\uc11c\ub294 \ubc18\uba74, \uc544\uc2dc\uc544 OEM\ub4e4\uc740 \ube44\uc6a9 \ucd5c\uc801\ud654\ub41c \uba40\ud2f0-\uc18c\uc7ac \ud63c\ud569\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uaddc\uc815\uc758 \uc804 \uc0dd\uc560 \uc8fc\uae30 \ud0c4\uc18c \ud68c\uacc4\ub294 \uc694\ub78c\uc5d0\uc11c \ubb38\uae4c\uc9c0\uc758 \uc800\ud0c4\uc18c \uc18c\uc7ac \ubc1c\uc790\uad6d\uc744 \ubb38\uc11c\ud654\ud560 \uc218 \uc788\ub294 \ud1b5\ud569 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc790\uc728\uc8fc\ud589\ucc28 AI \uc13c\uc11c \ud398\uc774\ub85c\ub4dc \uacbd\ub7c9\ud654 (+0.8% CAGR \uc601\ud5a5): \uc13c\uc11c \uc2a4\uc704\ud2b8 \ubc0f \uc628\ubcf4\ub4dc \ucef4\ud4e8\ud305\uc740 \uc790\uc728\uc8fc\ud589\ucc28\uc5d0 \ucd5c\ub300 100kg\uc758 \uc911\ub7c9\uc744 \ucd94\uac00\ud558\ubbc0\ub85c, \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc740 \uad6c\uc870 \uc601\uc5ed\uc5d0\uc11c \uc911\ub7c9\uc744 \ud68c\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. \ub192\uc740 \ud65c\uc6a9\ub960\uc740 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\uc2dc\ucf1c, \uacfc\uac70 \ube44\uc6a9-\ud3b8\uc775 \ubd84\uc11d\uc5d0\uc11c \uc2e4\ud328\ud588\ub358 \ud0c4\uc18c\uc12c\uc720 \ubc0f \ud2f0\ud0c0\ub284\uc758 \uc801\uc6a9\uc744 \uc815\ub2f9\ud654\ud569\ub2c8\ub2e4. \ud504\ub9ac\ubbf8\uc5c4 \ucc28\ub7c9 \uac00\uaca9 \ub610\ud55c \ucc44\ud0dd \uc7a5\ubcbd\uc744 \uc644\ud654\ud558\uc5ec, \ubcf5\ud569\uc7ac \ubc0f \ucca8\ub2e8 \ud569\uae08 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc720\ud55c \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc120\uc810 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. CPU \ubc0f GPU\uc758 \uc5f4 \uad00\ub9ac\ub294 \uc54c\ub8e8\ubbf8\ub284 \ubc0f \ub9c8\uadf8\ub124\uc298 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uba70, \uc9c4\ub3d9\uc5d0 \ubbfc\uac10\ud55c \uc13c\uc11c \ub9c8\uc6b4\ud2b8\ub294 \uce58\uc218 \uc548\uc815\uc131\uc744 \uc704\ud574 \ud0c4\uc18c\uc12c\uc720 \ubcf5\ud569\uc7ac\ub85c \uc804\ud658\ub418\ub294 \ucd94\uc138\uc785\ub2c8\ub2e4. \uc790\uc728\uc8fc\ud589 \uae30\uc220 \uac1c\ubc1c\uc758 \uae34 \ud0c0\uc784\ub77c\uc778\uc740 \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc5d0\uc11c \uc9c0\uc18d\uc801\uc778 \uc218\uc694\ub97c \uc608\uace0\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ub0b4\uc7ac \ud0c4\uc18c \uac10\ucd95\uc744 \uc704\ud55c \uc21c\ud658 \uacbd\uc81c \ud06c\ub808\ub527 (+0.5% CAGR \uc601\ud5a5): EU\uac00 \uc120\ub3c4\ud558\ub294 \uc21c\ud658 \uacbd\uc81c \ud06c\ub808\ub527\uc740 \ub0b4\uc7ac \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\ucd95\uc5d0 \ub300\ud55c \uae08\uc804\uc801 \uac00\uce58\ub97c \ubd80\uc5ec\ud558\uba70, \uc774\ub294 \uc7ac\ud65c\uc6a9 \uc54c\ub8e8\ubbf8\ub284 \ube4c\ub81b\uacfc \uac19\uc740 \uc800\ud0c4\uc18c \uc18c\uc7ac\uc758 \uc870\ub2ec\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ucca8\ub2e8 \ubcf5\ud569\uc7ac \ubc0f \ud569\uae08\uc758 \ub192\uc740 \ube44\uc6a9 (-1.4% CAGR \uc601\ud5a5): \ud0c4\uc18c\uc12c\uc720\ub294 \uc5ec\uc804\ud788 \uc54c\ub8e8\ubbf8\ub284\uc5d0 \ube44\ud574 \ud30c\uc6b4\ub4dc\ub2f9 3-5\ubc30 \ub192\uc740 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc720\uc9c0\ud558\uc5ec, \uace0\uc131\ub2a5 \ubaa8\ub378\uc5d0\ub9cc \uc801\uc6a9\uc774 \uc81c\ud55c\ub429\ub2c8\ub2e4. \ubcf5\ud569\uc7ac \uc801\uce35\uc740 \uc5c4\uaca9\ud55c \uacf5\uc815 \uc870\uac74\uc744 \uc694\uad6c\ud558\ubbc0\ub85c \uc2a4\ud06c\ub7a9\ub960\uc774 \ub192\uac8c \uc720\uc9c0\ub429\ub2c8\ub2e4. \ub9e8\uccb4\uc2a4\ud130 \ub300\ud559\uad50(University of Manchester)\uc758 \ub9ac\uadf8\ub2cc \uc720\ub798 \ud0c4\uc18c\uc12c\uc720\ub294 \uac00\uaca9\uc744 3-5\ubc30 \uc808\uac10\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc0c1\uc6a9\ud654\uae4c\uc9c0\ub294 2-3\ub144\uc774 \uc18c\uc694\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2f0\ud0c0\ub284 \ud569\uae08\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ub610\ud55c OEM\ub4e4\uc758 \ucc44\ud0dd\uc744 \uc800\ud574\ud558\uc9c0\ub9cc, \uace0\uac15\ub3c4\uac15\uc740 \ud0c4\uc18c\uc12c\uc720 \ube44\uc6a9\uc758 20-30%\ub85c 60-70%\uc758 \uc911\ub7c9 \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud558\uc5ec \uc2e4\ud604 \uac00\ub2a5\ud55c \uc911\uac04 \uacbd\ub85c\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc81c\uc870 \ubc0f \uc218\ub9ac \ubcf5\uc7a1\uc131 (-0.9% CAGR \uc601\ud5a5): \uc54c\ub8e8\ubbf8\ub284\uacfc \uac15\ucca0\uc744 \uc811\ud569\ud558\ub824\uba74 \uac08\ubc14\ub2c9 \ubd80\uc2dd\uc744 \uc5b5\uc81c\ud558\uae30 \uc704\ud55c \uc808\uc5f0\uce35\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc911\ub7c9\uacfc \ube44\uc6a9\uc744 \ubaa8\ub450 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ubcf5\ud569\uc7ac \uc218\ub9ac\ub294 \uc885\uc885 \ubd80\ubd84\uc801\uc778 \uc218\ub9ac \ub300\uc2e0 \uc804\uccb4 \ud328\ub110 \uad50\uccb4\ub97c \uc694\uad6c\ud558\uc5ec, \uc8fc\ub958 \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c \ubcf4\ud5d8 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uba40\ud2f0-\uc18c\uc7ac \uc804\ubb38 \uc9c0\uc2dd\uc774 \uc5c6\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 \uc790\uaca9 \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc5b4 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \ub2a6\ucda5\ub2c8\ub2e4. \uc801\uce35 \uc81c\uc870\ub294 \ubcf5\uc7a1\ud55c \ud615\uc0c1\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\uc9c0\ub9cc, \ub300\ub7c9 \uc0dd\uc0b0 \uc790\ub3d9\ucc28 \ud504\ub85c\uadf8\ub7a8\uc5d0\ub294 \ucc98\ub9ac\ub7c9\uc774 \uc81c\ud55c\ub418\uc5b4 \ub300\ubd80\ubd84\uc758 \uc591\uc0b0\uc740 \uae30\uc874 \uc131\ud615 \ub610\ub294 \uc8fc\uc870 \ubc29\uc2dd\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ud575\uc2ec \uad11\ubb3c(Mg, Ti) \uacf5\uae09\ub9dd \ubd88\uc548\uc815\uc131 (-1.1% CAGR \uc601\ud5a5): \ub9c8\uadf8\ub124\uc298 \ubc0f \ud2f0\ud0c0\ub284\uacfc \uac19\uc740 \ud575\uc2ec \uad11\ubb3c\uc758 \uacf5\uae09\ub9dd \ubd88\uc548\uc815\uc131\uc740 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc2ec\uac01\ud55c \ubb38\uc81c\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \ubd80\ubb38\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc18c\uc7ac \uc720\ud615\ubcc4: \ubcf5\ud569\uc7ac\uac00 \ud601\uc2e0 \uc8fc\ub3c4<br \/>\n    *   \ud3f4\ub9ac\uba38 \ubc0f \ubcf5\ud569\uc7ac: 2024\ub144 \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 52.14%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 6.23%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uad6c\uc870 \ubc0f \ubc18\uad6c\uc870 \ubd80\ud488\uc5d0\uc11c \uadf8 \uc5ed\ud560\uc774 \ud655\ub300\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud0c4\uc18c\uc12c\uc720 \uac15\ud654 \ud50c\ub77c\uc2a4\ud2f1(CFRP)\uc740 \uac15\ucca0 \ub300\ube44 60%\uc758 \uc911\ub7c9 \uc808\uac10\uacfc \uac15\uc131 \uc720\uc9c0\ub97c \uc81c\uacf5\ud558\uc5ec \ub8e8\ud504 \ubcf4\uc6b0 \ubc0f \ubc30\ud130\ub9ac \ud2b8\ub808\uc774\uc640 \uac19\uc740 \uc131\ub2a5\uc5d0 \uc911\uc694\ud55c \uc601\uc5ed\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \uc720\ub9ac\uc12c\uc720 \ubcf5\ud569\uc7ac(GFRP)\ub294 \ub3c4\uc5b4 \ubaa8\ub4c8 \ubc0f \ud574\uce58 \ucee4\ubc84\uc5d0 \uacbd\uc81c\uc801\uc778 \uc911\ub7c9 \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud558\uba70, \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud50c\ub77c\uc2a4\ud2f1\uc740 \uc804\ub825 \uc804\uc790 \ud558\uc6b0\uc9d5\uc758 \ub0b4\uc5f4\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc218\uc9c0 \ud654\ud559 \ubc0f \uc12c\uc720 \uad6c\uc870 \ubd84\uc57c\uc758 \uc9c0\uc18d\uc801\uc778 R&#038;D \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc54c\ub8e8\ubbf8\ub284: \uc131\uc219\ud55c \uc7ac\ud65c\uc6a9 \uc0dd\ud0dc\uacc4\uc640 OEM\uc758 \uce5c\uc219\ub3c4\ub97c \ud1b5\ud574 \uadf8 \uc911\uc694\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ub9c8\uadf8\ub124\uc298: \ub2e4\uc774\uce90\uc2a4\ud305 \ubcc0\uc18d\uae30 \ucf00\uc774\uc2a4\uc5d0 \ub354 \ud070 \uc911\ub7c9 \uac10\uc18c\ub97c \uc57d\uc18d\ud558\uc9c0\ub9cc, \uacf5\uae09\ub9dd \ucde8\uc57d\uc131\uc774 \ub300\uaddc\ubaa8 \uce68\ud22c\ub97c \uc5b5\uc81c\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud2f0\ud0c0\ub284 \ud569\uae08: \uace0\uc628 \ub610\ub294 \uc5fc\uc218 \ubd84\ubb34 \ud658\uacbd\uc5d0\uc11c \ub0b4\uc2dd\uc131\uc774 \ube44\uc6a9\uc744 \uc815\ub2f9\ud654\ud558\ubbc0\ub85c, \ud2c8\uc0c8 \uc2dc\uc7a5\uc778 \ubc30\uae30 \ubc0f \uc11c\uc2a4\ud39c\uc158 \ubd80\ud488\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. (\uc608: Cumberland County \uacf5\uc7a5\uc758 8\uc5b5 6,700\ub9cc \ub2ec\ub7ec \ud22c\uc790)<br \/>\n    *   \uc5d8\ub77c\uc2a4\ud1a0\uba38: \ube44\ub85d \uc810\uc720\uc728\uc740 \ubbf8\ubbf8\ud558\uc9c0\ub9cc, NVH(\uc18c\uc74c, \uc9c4\ub3d9, \ubd88\ucf8c\uac10) \ubc0f \ubc00\ubd09 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uc5ec \ucc28\ub7c9 \uc5f0\ube44 \ubaa9\ud45c\ub97c \uac04\uc811\uc801\uc73c\ub85c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ucc28\uccb4(Body-in-White)\uac00 \ubcc0\ud654 \uc8fc\ub3c4<br \/>\n    *   \ucc28\uccb4(Body-in-White): 2024\ub144 \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8\uc758 31.56%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, OEM\ub4e4\uc774 \uc8fc\uc694 \uad6c\uc870\ubb3c\uc5d0 \uc911\ub7c9 \uac10\uc18c\ub97c \uc6b0\uc120\uc801\uc73c\ub85c \uc801\uc6a9\ud568\uc5d0 \ub530\ub77c 6.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uae30\uac00\uce90\uc2a4\ud305 \uc804\ub7b5\uc740 70\uac1c\uc758 \uc2a4\ud0ec\ud551 \ubd80\ud488\uc744 \ud558\ub098\uc758 \uc54c\ub8e8\ubbf8\ub284 \uc8fc\uc870\ud488\uc73c\ub85c \ub300\uccb4\ud558\uc5ec \uc218\ubc31 \uac1c\uc758 \uc6a9\uc811\uc744 \uc81c\uac70\ud558\uace0 \ucc28\ub7c9 \uc911\ub7c9\uc744 \uc904\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc100\uc2dc \ubc0f \uc11c\uc2a4\ud39c\uc158 \uc2dc\uc2a4\ud15c: \ube44\uc2a4\ud504\ub9c1 \uc9c8\ub7c9(unsprung mass)\uc744 \uc904\uc5ec \uc2b9\ucc28\uac10\uacfc \uc8fc\ud589 \uac70\ub9ac\ub97c \ud5a5\uc0c1\uc2dc\ud0a4\uae30 \uc704\ud574 \ub9c8\uadf8\ub124\uc298 \ud06c\ub85c\uc2a4 \uba64\ubc84\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud30c\uc6cc\ud2b8\ub808\uc778 \uc11c\ube0c\uc2dc\uc2a4\ud15c: 900\u00b0C \ud658\uacbd\uc5d0\uc11c\ub3c4 \uc911\ub7c9 \uc99d\uac00 \uc5c6\uc774 \uc791\ub3d9\ud558\ub294 \ubcf5\ud569\uc7ac \uc5f4 \ucc28\ud3d0 \uc7a5\uce58\ub97c \uc810\uc810 \ub354 \ub9ce\uc774 \uc0ac\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ub0b4\uc7a5\uc7ac: \ucc9c\uc5f0 \uc12c\uc720 \ubc0f \uc7ac\ud65c\uc6a9 \ud63c\ud569\ubb3c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc73c\uba70, BMW\ub294 \uc7ac\ud65c\uc6a9 PA6\ub97c \uc708\ub4dc\uc2a4\ud06c\ub9b0 \ud06c\ub85c\uc2a4\ube54\uc5d0 \uc0ac\uc6a9\ud558\uc5ec \uacbd\ub7c9\ud654\uc640 \uc21c\ud658 \uacbd\uc81c \ubaa9\ud45c\ub97c \uacb0\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc678\uc7a5\uc7ac: Class-A \ub3c4\uc7a5 \ub9c8\uac10\uc744 \ud5c8\uc6a9\ud558\uba74\uc11c \ubcf5\uc7a1\ud55c \ud615\uc0c1 \uad6c\ud604\uc774 \uac00\ub2a5\ud55c \uc5f4\uac00\uc18c\uc131 \uc62c\ub808\ud540 \ubcf5\ud569\uc7ac\uc758 \uc774\uc810\uc744 \ub204\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800: \ub0b4\ud654\uc131, \uc804\uc790\uae30 \ucc28\ud3d0 \ubc0f \ucd5c\uc18c \uc911\ub7c9\uc774\ub77c\ub294 \ubaa8\ub4e0 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud574\uc57c \ud558\ubbc0\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \ubd80\uc0c1\ud558\ub294 \ud558\uc704 \ubd80\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \ucc28\ub7c9 \uc720\ud615\ubcc4: \uacbd\uc0c1\uc6a9\ucc28(LCV)\uac00 \uc131\uc7a5 \uac00\uc18d\ud654<br \/>\n    *   \uacbd\uc0c1\uc6a9\ucc28(Light Commercial Vehicles): \ub3c4\uc2dc \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c \ud558\uc758 \uc804\ub3d9\ud654\ub41c \ub77c\uc2a4\ud2b8 \ub9c8\uc77c(last-mile) \ucc28\ub7c9\uc5d0 \ud798\uc785\uc5b4 2030\ub144\uae4c\uc9c0 6.56%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\ub7c9 \uc808\uac10\uc740 \uc801\uc7ac \uc6a9\ub7c9 \ubc0f \uc6b4\uc1a1 \ud6a8\uc728\uc131\uc73c\ub85c \uc9c1\uacb0\ub418\uc5b4 \ud504\ub9ac\ubbf8\uc5c4 \uc18c\uc7ac\uc758 \uacbd\uc81c\uc801 \ud0c0\ub2f9\uc131\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc2b9\uc6a9\ucc28(Passenger Cars): 2024\ub144 62.23%\uc758 \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc9c0\ub9cc, \uc774\uc81c \uacbd\ub7c9\ud654\ub294 \uc2dc\uc7a5 \ucc28\ubcc4\ud654 \uc694\uc18c\ub77c\uae30\ubcf4\ub2e4\ub294 \ud544\uc218\uc801\uc778 \uc694\uc18c\ub85c \uac04\uc8fc\ub429\ub2c8\ub2e4.<br \/>\n    *   \ub300\ud615 \uc0c1\uc6a9 \ud2b8\ub7ed: \ucc28\ucd95 \ud55c\ub3c4\ub97c \ucd08\uacfc\ud558\uc9c0 \uc54a\uace0 \ud654\ubb3c \uacf5\uac04\uc744 \ub298\ub9ac\uae30 \uc704\ud574 \uc54c\ub8e8\ubbf8\ub284 \ud504\ub808\uc784 \ub808\uc77c \ubc0f \ubcf5\ud569\uc7ac \ub8e8\ud504 \ud328\ub110\uc744 \ucc3e\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc544\uc138\uc548(ASEAN) \uc9c0\uc5ed\uc73c\ub85c \ud655\uc7a5\ud558\ub294 \uc911\uad6d OEM\ub4e4\uc740 \uacbd\ub7c9 \uc124\uacc4 \uaddc\uce59\uc744 \uc9c0\uc5ed \uc870\ub9bd \uacf5\uc7a5\uc5d0 \uc801\uc6a9\ud558\uc5ec \uc18c\uc7ac \uc218\uc694 \ub2e4\uc591\uc131\uc744 \uc2ec\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc720\ub7fd: 2024\ub144 \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc758 35.78%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub3c5\uc77c\uc758 \uc218\uc9c1 \ud1b5\ud569\ub41c \ud0c4\uc18c\uc12c\uc720 \uac00\uce58 \uc0ac\uc2ac\uc5d0 \uae30\ubc18\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. BMW\uc758 \uc7ac\ud65c\uc6a9 \ud0c4\uc18c\uc12c\uc720 \ub2e8\uc77c \uc18c\uc2a4 \uc758\ubb34\ud654\ub294 \uacf5\uae09 \ud488\uc9c8 \uaddc\uc728\uacfc \ube44\uc6a9 \uc808\uac10\uc744 \uac15\uc81c\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud0c4\uc18c \ud68c\uacc4\ub294 \ub0b4\uc7ac \ubc30\ucd9c\ub7c9\uc5d0 \uae08\uc804\uc801 \uac00\uce58\ub97c \ubd80\uc5ec\ud558\uc5ec \uc7ac\ud65c\uc6a9 \uc54c\ub8e8\ubbf8\ub284 \ube4c\ub81b\uc758 \uc6b0\uc120 \uc870\ub2ec\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4. \uc720\ub85c 7\uc758 \ube0c\ub808\uc774\ud06c \ub514\uc2a4\ud06c \ubbf8\ub9bd\uc790 \uc0c1\ud55c\uc120\uc740 \uc911\ub7c9 \uac10\uc18c\uc640 \ubc30\ucd9c\uac00\uc2a4 \uc81c\uc5b4\ub97c \uacb0\ud569\ud55c \uc801\uce35 \uc81c\uc870 \ud68c\uc8fc\ucca0 \ub300\uccb4\ud488\uc758 \uc0ac\uc6a9\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d\uc758 \uc804\uae30\ucc28 \uc0dd\uc0b0 \uae09\uc99d\uacfc \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc0c8\ub85c\uc6b4 \uc870\ub9bd \ub77c\uc778\uc5d0 \ud798\uc785\uc5b4 7.12%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uc464\uc131(Jiangsu Province)\uc758 \ud604\uc9c0 \ud0c4\uc18c\uc12c\uc720 \uacf5\uc7a5\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08\uc740 \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ub300\ud558\uc5ec \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8 \uae30\uc5c5\ub4e4\uc740 \ub300\ub7c9 \uc0dd\uc0b0 \uc8fc\uae30 \uc2dc\uac04\uacfc \ud638\ud658\ub418\ub294 \uc140\ub8f0\ub85c\uc2a4 \ub098\ub178\uc12c\uc720 \ubcf5\ud569\uc7ac\ub97c \uc0c1\uc6a9\ud654\ud558\uc5ec, \ud5c8\uc6a9 \uac00\ub2a5\ud55c \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc7ac\uc0dd \uac00\ub2a5\ud55c \uc635\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud55c\uad6d\uc758 \uc57c\uae08 \uc5f0\uad6c\uc18c\ub294 \ubc30\ud130\ub9ac \uc5f4 \ud53c\ub85c\ub97c \uc644\ud654\ud558\ub294 \uace0\uc628 \ud569\uae08\uc744 \uac1c\ubc1c\ud558\uc5ec \uc9c0\uc5ed \uacf5\uae09 \ud0c4\ub825\uc131\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc815\ucc45, \uaddc\ubaa8 \ubc0f \ud601\uc2e0\uc774 \uad50\ucc28\ud558\ub294 \uc9c0\uc810\uc5d0\uc11c \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubd81\ubbf8: \ud655\ub9bd\ub41c \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\ubca8\ub9ac\uc2a4(Novelis)\uc758 \uc568\ub77c\ubc30\ub9c8 \uacf5\uc7a5(41\uc5b5 \ub2ec\ub7ec \ud22c\uc790)\uc740 \ucc28\uc138\ub300 \uc804\uae30\ucc28\uc6a9 \uc790\ub3d9\ucc28 \ub4f1\uae09 \ucf54\uc77c \uc0dd\uc0b0\uc5d0 \uc0c1\ub2f9\ud55c \uc5f4\uac04 \uc555\uc5f0(hot-mill) \uc6a9\ub7c9\uc744 \ud560\uc560\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \ud2b8\ub7ed \uc911\uc2ec\uc758 \ubaa8\ub378 \ubbf9\uc2a4\ub294 \uacbd\ub7c9\ud654\uc5d0 \ub300\ud55c \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud558\ub294\ub370, \uc808\uac10\ub41c \ud0ac\ub85c\uadf8\ub7a8\ub2f9 \uc801\uc7ac\ub7c9\uacfc \uc218\uc775\uc774 \uc99d\uac00\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. 2024\ub144 \uc774\ud6c4 CAFE \uaddc\uc81c \uac15\ud654\ub294 \uc18c\uc7ac \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c Scope 1-3 \ubc30\ucd9c\ub7c9\uc744 \ubb38\uc11c\ud654\ud558\ub3c4\ub85d \uc694\uad6c\ud558\ub294 \uacc4\uc57d \uc870\ud56d\uc744 \ucd94\uac00\ud558\uc5ec, OEM\ub4e4\uc774 \uc21c\ud658 \uacbd\uc81c \ud30c\ud2b8\ub108\uc640 \ud611\ub825\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Cumberland County \uc2dc\uc124\uacfc \uac19\uc740 \uad6d\ub0b4 \ud2f0\ud0c0\ub284 \uc2a4\ud380\uc9c0 \ud504\ub85c\uc81d\ud2b8\ub294 \ubbf8\uad6d \uc0dd\uc0b0\uc790\ub4e4\uc774 \uc678\ubd80 \ucda9\uaca9\uc73c\ub85c\ubd80\ud130 \uc2a4\uc2a4\ub85c\ub97c \ubcf4\ud638\ud558\uae30 \uc2dc\uc791\ud588\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654(fragmentation)\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uace0\uac15\ub3c4\uac15\uc740 \uc18c\uc218\uc758 \uc0dd\uc0b0\uc790\uc5d0\uac8c \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70, \ub178\ubca8\ub9ac\uc2a4(Novelis), \uc54c\ucf54\uc544(Alcoa), \ud558\uc774\ub4dc\ub85c(Hydro)\uac00 \uc54c\ub8e8\ubbf8\ub284 \uc2dc\ud2b8 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubcf5\ud569\uc7ac\ub294 \ub9ce\uc740 \uc9c0\uc5ed \uc804\ubb38\uc5c5\uccb4\uc5d0 \ubd84\uc0b0\ub418\uc5b4 \uc788\uc5b4 \uc9c4\uc785 \uc7a5\ubcbd\uc774 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. \uc544\ub974\uc140\ub85c\ubbf8\ud0c8(ArcelorMittal)\uc758 Multi Part Integration \uae30\uc220\uc740 \uac15\ub3c4, \uc131\ud615\uc131 \ubc0f \uc811\ud569\uc131\uc744 \ud1b5\ud569\ud558\uc5ec \uac15\ucca0\uc758 \uc911\uc694\uc131\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\ubca8\ub9ac\uc2a4\ub294 \ucc28\uc138\ub300 \uc804\uae30\ucc28\uc6a9 \ucf54\uc77c \uc6d0\ub8cc \ud655\ubcf4\ub97c \uc704\ud574 41\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \ub9ac\ub354\uc2ed\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc774\ub4dc\ub85c\uc640 \ud3ec\ub974\uc250(Porsche)\ub294 \uc800\ud0c4\uc18c \uc54c\ub8e8\ubbf8\ub284 \uacbd\ub85c\uc5d0 \ud569\uc758\ud558\uc5ec \uc9c0\uc18d \uac00\ub2a5\uc131 \uc790\uaca9\uc744 \ud1b5\ud574 \uacf5\uae09\ub9dd \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc740 \ub098\ub178 \uad6c\uc870 \uaca9\uc790 \ubc0f \uad6c\uc870 \ubc30\ud130\ub9ac \ucf00\uc774\uc2f1 \ubd84\uc57c\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uc800\uc7a5\uacfc \ud558\uc911 \uc9c0\uc9c0 \uae30\ub2a5\uc744 \uc735\ud569\ud558\ub294 \ud2b9\ud5c8\ub97c \ucd9c\uc6d0\ud558\uba70 \uc0c8\ub85c\uc6b4 \uc2dc\uc7a5\uc744 \uac1c\ucc99\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ud1b5\uc801\uc778 \ud654\ud559 \uadf8\ub8f9\ub4e4\uc740 \ube60\ub978 \uacbd\ud654 \uc8fc\uae30\ub97c \uac00\uc9c4 \uace0\uc628 \uc218\uc9c0\ub97c \uac1c\ubc1c\ud558\uc5ec \uc2e4\ud5d8\uc2e4 \uc131\uacf5\uacfc \uc0dd\uc0b0 \ub77c\uc778 \uc18d\ub3c4 \ud604\uc2e4 \uac04\uc758 \uaca9\ucc28\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. OEM\uacfc \uc18c\uc7ac \uac1c\ubc1c\uc5c5\uccb4 \uac04\uc758 \ud569\uc791 \ud22c\uc790\ub294 \uac80\uc99d \uc2dc\uac04\uc744 \ub2e8\ucd95\uc2dc\ud0a4\uba70, BMW\uc758 \uc7ac\ud65c\uc6a9 \uc12c\uc720 \ub9e4\ud2b8 \ub3d9\ub9f9\uc5d0\uc11c \uc774\ub7ec\ud55c \uacbd\ud5a5\uc774 \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \ud55c\ud3b8, \uc801\uce35 \uc81c\uc870 \uc11c\ube44\uc2a4 \ubdf0\ub85c(bureaus)\ub294 \ube44\uc6a9\uc774 \uc808\uac10\ub418\uba74 \ud5a5\ud6c4 \ub300\ub7c9 \uc0dd\uc0b0 \ub77c\uc778\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub294 \uc18c\ub7c9, \uace0\ub9c8\uc9c4 \ube0c\ub798\ud0b7 \ubc0f \uc5f4\uad50\ud658\uae30 \uc2dc\uc7a5\uc744 \uc120\uc810\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790:<br \/>\n*   Novelis Inc.<br \/>\n*   ArcelorMittal S.A.<br \/>\n*   Toray Industries, Inc.<br \/>\n*   Constellium SE<br \/>\n*   Thyssenkrupp AG<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 3\uc6d4: \ud604\ub300\uc81c\ucca0\uc740 \ub8e8\uc774\uc9c0\uc560\ub098\uc8fc \ub3c4\ub110\ub4dc\uc2a8\ube4c\uc5d0 58\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \uc81c\uc870 \uc2dc\uc124\uc744 \uac74\uc124\ud558\uace0 1,300\uac1c\uc758 \uc77c\uc790\ub9ac\ub97c \ucc3d\ucd9c\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc124\uc740 \ucd08\uc800\ud0c4\uc18c\uac15 \ubc0f \uc790\ub3d9\ucc28\uc6a9 \uac15\ud310\uc744 \uc0dd\uc0b0\ud558\uc5ec \ud604\ub300 \ubc0f \uae30\uc544\uc758 \ubd81\ubbf8 \uc0ac\uc5c5\uc744 \uc9c0\uc6d0\ud558\uace0 \ub2e4\ub978 \ubbf8\uad6d \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub85c\uc758 \ud310\ub9e4\ub97c \ud655\ub300\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2024\ub144 4\uc6d4: \ub178\ubca8\ub9ac\uc2a4\ub294 \uc568\ub77c\ubc30\ub9c8\uc8fc \ubca0\uc774 \ubbf8\ub124\ud2b8(Bay Minette)\uc5d0 41\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc800\ud0c4\uc18c \uc54c\ub8e8\ubbf8\ub284 \uc7ac\ud65c\uc6a9 \ubc0f \uc555\uc5f0 \uc2dc\uc124 \uac74\uc124\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. 600kt\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd98 \uc774 \uc2dc\uc124\uc740 \uc0c1\ub2f9\ud55c \uc790\ub3d9\ucc28 \uc751\uc6a9 \ubd84\uc57c\ub97c \ub2f4\ub2f9\ud560 \uc608\uc815\uc774\uba70, 2026\ub144 \ud558\ubc18\uae30\uc5d0 \uac00\ub3d9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: \ud1a0\uc694\ub2e4 \uace0\uc138\uc774(Toyoda Gosei)\ub294 20%\uc758 CNF(\uc140\ub8f0\ub85c\uc2a4 \ub098\ub178\uc12c\uc720)\ub97c \ud568\uc720\ud55c \uc140\ub8f0\ub85c\uc2a4 \ub098\ub178\uc12c\uc720 \uac15\ud654 \ud3f4\ub9ac\ud504\ub85c\ud544\ub80c \ubcf5\ud569\uc7ac\ub97c \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc18c\uc7ac\ub294 \ucda9\uaca9 \uc800\ud56d\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uba74\uc11c \ub354 \uc587\uace0 \uac00\ubcbc\uc6b4 \uc790\ub3d9\ucc28 \ubd80\ud488\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, \uc804 \uc0dd\uc560 \uc8fc\uae30 \ub3d9\uc548 CO2 \ubc30\ucd9c\ub7c9\uc744 \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uc815\uc758, \ubc94\uc704, \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \uac1c\uc694, \ub3d9\uc778, \uc81c\uc57d, \uac00\uce58 \uc0ac\uc2ac, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d \ub4f1 \uc2ec\uce35\uc801\uc778 \ub0b4\uc6a9\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uacbd\ub7c9 \uc18c\uc7ac \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 5.88%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 1,049\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc5f0\ub8cc \ud6a8\uc728\uc131 \ubc0f CO2 \ubc30\ucd9c\ub7c9 \uac10\uc18c\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \uc804\uae30\ucc28 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc\ucc28 \ucc44\ud0dd \ud655\ub300, \uc5c4\uaca9\ud55c \uae00\ub85c\ubc8c \ubc0f \uc9c0\uc5ed \ucc28\ub7c9 \uc911\ub7c9 \uaddc\uc81c, \uc790\uc728\uc8fc\ud589\ucc28\uc758 AI \uc13c\uc11c \ud398\uc774\ub85c\ub4dc \uacbd\ub7c9\ud654 \ud544\uc694\uc131, \uadf8\ub9ac\uace0 \uc784\ubca0\ub514\ub4dc \ud0c4\uc18c \uc800\uac10\uc744 \uc704\ud55c \uc21c\ud658 \uacbd\uc81c \ud06c\ub808\ub527 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ucca8\ub2e8 \ubcf5\ud569\uc7ac \ubc0f \ud569\uae08\uc758 \ub192\uc740 \ube44\uc6a9, \uc81c\uc870 \ubc0f \uc218\ub9ac \ubcf5\uc7a1\uc131, \ub9c8\uadf8\ub124\uc298(Mg) \ubc0f \ud2f0\ud0c0\ub284(Ti)\uacfc \uac19\uc740 \ud575\uc2ec \uad11\ubb3c\uc758 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc18c\uc7ac \uc720\ud615\ubcc4\ub85c\ub294 \ud3f4\ub9ac\uba38 \ubc0f \ubcf5\ud569\uc7ac\uac00 2024\ub144 \uc2dc\uc7a5\uc758 52.14%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, 2030\ub144\uae4c\uc9c0 6.23%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc8fc\uc694 \uc18c\uc7ac\ub294 \uc54c\ub8e8\ubbf8\ub284, \uace0\uac15\ub3c4 \uac15\ucca0, \ub9c8\uadf8\ub124\uc298 \ud569\uae08, \ud2f0\ud0c0\ub284 \ud569\uae08 \ub4f1\uc758 \uae08\uc18d\ub958\uc640 \ud0c4\uc18c\uc12c\uc720 \uac15\ud654 \ud50c\ub77c\uc2a4\ud2f1(CFRP), \uc720\ub9ac\uc12c\uc720 \uac15\ud654 \ud50c\ub77c\uc2a4\ud2f1(GFRP), \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud50c\ub77c\uc2a4\ud2f1, \uc5d8\ub77c\uc2a4\ud1a0\uba38 \ub4f1\uc73c\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc801\uc6a9 \ubd84\uc57c\ub294 \ucc28\uccb4(Body-in-White), \uc100\uc2dc \ubc0f \uc11c\uc2a4\ud39c\uc158, \ud30c\uc6cc\ud2b8\ub808\uc778 \ubc0f \uad6c\ub3d9\uacc4, \ub0b4\ubd80 \ubd80\ud488, \uc678\ubd80\/\ud2b8\ub9bc, \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800 \ubc0f \uc5f4 \uad00\ub9ac \uc2dc\uc2a4\ud15c \ub4f1 \ub2e4\uc591\ud558\uac8c \ubd84\uc11d\ub429\ub2c8\ub2e4. \ucc28\ub7c9 \uc720\ud615\ubcc4\ub85c\ub294 \uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\uc0c1\uc6a9\ucc28, \uc804\uae30\ucc28 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc\ucc28 \uc2dc\uc7a5\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc5d0\uc11c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804\uae30\ucc28 \uc0dd\uc0b0\uc758 \uae09\uaca9\ud55c \ud655\ub300\ub85c \uc778\ud574 7.12%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed \ub610\ud55c \uc0c1\uc138\ud788 \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 \ubd84\uc11d, \uadf8\ub9ac\uace0 Alcoa Corporation, ArcelorMittal S.A., BASF SE, POSCO, Toray Industries, Inc. \ub4f1 \uae00\ub85c\ubc8c \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubbf8\ub798 \uc804\ub9dd \ubc0f \uae30\ud68c \uc139\uc158\uc5d0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00, \ub2e4\uc911 \uc18c\uc7ac \uc811\ud569 \uae30\uc220\uc758 \ubc1c\uc804, \uc804\uae30\ucc28 \ud50c\ub7ab\ud3fc \ubc0f \ud30c\uc6cc\ud2b8\ub808\uc778\uc758 \uacbd\ub7c9\ud654 \ub4f1 \uc7a0\uc7ac\uc801 \uc131\uc7a5 \uc601\uc5ed\uc744 \uc81c\uc2dc\ud558\uba70 \uc2dc\uc7a5\uc758 \ubbf8\ub798 \ubc29\ud5a5\uc744 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