{"id":39692,"date":"2026-02-12T16:43:36","date_gmt":"2026-02-12T16:43:36","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/battery-systems-for-electric-vehicle-market-mordor\/"},"modified":"2026-03-27T14:18:43","modified_gmt":"2026-03-27T05:18:43","slug":"battery-systems-for-electric-vehicle-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/battery-systems-for-electric-vehicle-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/battery-systems-for-electric-vehicle-market-1750771009905-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\/battery-systems-for-electric-vehicle-market-size-image-1770803418387.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 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ubb34\uacf5\ud574 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub9ac\ud2ac \uc774\uc628 \ube44\uc6a9 \ud558\ub77d \ubc0f \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 OEM \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ubc0f \uacf5\uae09 \uacc4\uc57d<\/li>\n<li class=\"toc-level-3\">4.2.4 \uace0\uc18d \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubc30\ud130\ub9ac \uc218\uc775\ud654\ub97c \uc704\ud55c V2G(\ucc28\ub7c9-\uc804\ub825\ub9dd) \ud504\ub85c\uadf8\ub7a8<\/li>\n<li class=\"toc-level-3\">4.2.6 \ubc30\ud130\ub9ac \uc0c1\ud0dc \ubd84\uc11d\uacfc \uc5f0\uacc4\ub41c \ubcf4\ud5d8 \ud560\uc778<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc5f4 \ud3ed\uc8fc \ub9ac\ucf5c \ubc0f \uc548\uc804 \uc778\uc2dd<\/li>\n<li class=\"toc-level-3\">4.3.3 \uacf5\uae09\ub9dd\uc744 \uad50\ub780\ud558\ub294 \ubb34\uc5ed \uc7a5\ubcbd \ubc0f \ud604\uc9c0 \uc0dd\uc0b0 \uaddc\uc815<\/li>\n<li class=\"toc-level-3\">4.3.4 LFP \/ \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559\uc758 \ubd88\ud655\uc2e4\ud55c \uc7ac\ud65c\uc6a9 \uacbd\uc81c\uc131<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ubc30\ud130\ub9ac \uc81c\uc870 \uc5ed\ub7c9 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.8 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \ubc0f \uc7ac\uc0ac\uc6a9 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.9 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.9.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.9.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.9.3 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.9.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.9.5 \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 \ub9ac\ud2ac \uc774\uc628<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub0a9\uc0b0<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc6b8\ud2b8\ub77c\ucee4\ud328\uc2dc\ud130<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc804\uace0\uccb4 \ubc0f \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubc30\ud130\ub9ac \ud654\ud559\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 NMC<\/li>\n<li class=\"toc-level-3\">5.2.2 NCA<\/li>\n<li class=\"toc-level-3\">5.2.3 LFP<\/li>\n<li class=\"toc-level-3\">5.2.4 LMO<\/li>\n<li class=\"toc-level-3\">5.2.5 \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f \uc2e0\ud765 \uae30\uc220<\/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 \uc0c1\uc6a9\ucc28<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd94\uc9c4 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 (BEV)<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (PHEV)<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (HEV)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uae30\ud0c0 \ubd81\ubbf8 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uae30\ud0c0 \ub0a8\ubbf8 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.8 \uae30\ud0c0 \uc720\ub7fd \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.6 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \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 \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, SWOT \ubd84\uc11d, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Contemporary Amperex Technology Co., Limited. (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.2 BYD Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 LG Energy Solution Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Panasonic Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 SK On Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 AESC Group Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 CALB<\/li>\n<li class=\"toc-level-3\">6.4.9 Gotion High-tech Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 EVE Energy Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Farasis Energy Europe GmbH<\/li>\n<li class=\"toc-level-3\">6.4.12 Northvolt AB<\/li>\n<li class=\"toc-level-3\">6.4.13 ProLogium Technology Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.4.14 QuantumScape Battery, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Solid Power Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 StoreDot<\/li>\n<li class=\"toc-level-3\">6.4.17 SES AI Corp.<\/li>\n<li class=\"toc-level-3\">6.4.18 Hitachi Energy Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Johnson Controls International plc<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04 \ub3d9\uc548 \uacac\uace0\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144 1,285\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 2,251\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 11.86%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d, \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ub4f1 \ub2e4\uc591\ud55c \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \uc218\uc900\uc774\uba70, \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Panasonic Corporation, Samsung SDI Co Ltd, CATL, BYD Co. Ltd., LG Energy Solution Ltd. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ubb34\uacf5\ud574 \ucc28\ub7c9 \uc758\ubb34\ud654: \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \uac15\ub825\ud55c \uc778\uc13c\ud2f0\ube0c \uc815\ucc45\uacfc \ubb34\uacf5\ud574 \ucc28\ub7c9(ZEV) \ud310\ub9e4 \uc758\ubb34\ud654\ub294 \uc804\uae30\ucc28 \uc218\uc694\ub97c \uac00\uc18d\ud654\ud558\ub294 \ud575\uc2ec \ub3d9\uc778\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc740 \ucd5c\ub300 7,500\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uba70 \uad6d\ub0b4 \uc0dd\uc0b0 \uc694\uac74\uc744 \uac15\ud654\ud558\uace0 \uc788\uace0, \uce98\ub9ac\ud3ec\ub2c8\uc544\ub294 2035\ub144\uae4c\uc9c0 ZEV \ud310\ub9e4 100%\ub97c \uc758\ubb34\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569 \ub610\ud55c 2035\ub144\ubd80\ud130 \ub0b4\uc5f0\uae30\uad00\ucc28 \ud310\ub9e4\ub97c \uc804\uba74 \uae08\uc9c0\ud558\ub294 \ub4f1 \uac15\ub825\ud55c \uaddc\uc81c\ub97c \uc2dc\ud589\ud558\uba70 \uc804\uae30\ucc28 \uc804\ud658\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ucc45\ub4e4\uc740 \uc18c\ube44\uc790\uc758 \uc804\uae30\ucc28 \uad6c\ub9e4\ub97c \uc720\ub3c4\ud558\uace0 \uc81c\uc870\uc5c5\uccb4\uc758 \uc0dd\uc0b0 \ud655\ub300\ub97c \uc7a5\ub824\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d: \uc804\uae30\ucc28 \uac00\uaca9\uc758 \uc8fc\uc694 \uad6c\uc131 \uc694\uc18c\uc778 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ud329\uc758 \ube44\uc6a9\uc740 \uc9c0\ub09c 10\ub144\uac04 80% \uc774\uc0c1 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. 2010\ub144 kWh\ub2f9 1,200\ub2ec\ub7ec \uc774\uc0c1\uc774\uc5c8\ub358 \ube44\uc6a9\uc740 2022\ub144 151\ub2ec\ub7ec\uae4c\uc9c0 \ub5a8\uc5b4\uc84c\uc73c\uba70, 2024\ub144\uc5d0\ub294 100\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ud558\ub77d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \ud558\ub77d\uc740 \uc804\uae30\ucc28\uc758 \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \ub192\uc5ec \ub354 \ub9ce\uc740 \uc18c\ube44\uc790\uac00 \uc804\uae30\ucc28\ub97c \uc120\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ubc0f \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300: \ud14c\uc2ac\ub77c\ub97c \ud544\ub450\ub85c \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ub300\uaddc\ubaa8 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \uacf5\uc7a5\uc778 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc774 \ud65c\ubc1c\ud558\uac8c \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uac00\ud329\ud1a0\ub9ac\ub294 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc0dd\uc0b0 \ud6a8\uc728\uc131\uc744 \uadf9\ub300\ud654\ud558\uc5ec \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uacf5\uae09\uc744 \uc548\uc815\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131 SDI, CATL \ub4f1 \uc8fc\uc694 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\ub3c4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uacf5\uaca9\uc801\uc73c\ub85c \ud655\uc7a5\ud558\uba70 \uc99d\uac00\ud558\ub294 \uc804\uae30\ucc28 \uc218\uc694\uc5d0 \ub300\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ucda9\uc804 \uc778\ud504\ub77c \ubd80\uc871 \ubc0f \ucda9\uc804 \uc2dc\uac04: \uc804\uae30\ucc28 \ubcf4\uae09 \ud655\ub300\ub97c \uac00\ub85c\ub9c9\ub294 \uac00\uc7a5 \ud070 \uc7a5\uc560\ubb3c \uc911 \ud558\ub098\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc740 \ucda9\uc804 \uc778\ud504\ub77c\uc640 \uae34 \ucda9\uc804 \uc2dc\uac04\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc7a5\uac70\ub9ac \uc6b4\ud589 \uc2dc \ucda9\uc804\uc18c \ubd80\uc871\uc5d0 \ub300\ud55c \uc6b0\ub824\uc640 \uae09\uc18d \ucda9\uc804\uae30\uc758 \ubd80\uc871\uc740 \uc18c\ube44\uc790\uc758 \uc804\uae30\ucc28 \uad6c\ub9e4\ub97c \ub9dd\uc124\uc774\uac8c \ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ub192\uc740 \ucd08\uae30 \uad6c\ub9e4 \ube44\uc6a9: \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9\uc774 \ud558\ub77d\ud558\uace0 \uc788\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc5ec\uc804\ud788 \ub0b4\uc5f0\uae30\uad00\ucc28\uc5d0 \ube44\ud574 \uc804\uae30\ucc28\uc758 \ucd08\uae30 \uad6c\ub9e4 \ube44\uc6a9\uc774 \ub192\uc740 \ud3b8\uc785\ub2c8\ub2e4. \uc815\ubd80 \ubcf4\uc870\uae08\uc774 \uc5c6\ub2e4\uba74 \ub9ce\uc740 \uc18c\ube44\uc790\uac00 \uc804\uae30\ucc28 \uad6c\ub9e4\ub97c \ubd80\ub2f4\uc2a4\ub7ec\uc6cc\ud560 \uc218 \uc788\uc73c\uba70, \uc774\ub294 \ud2b9\ud788 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \uc804\uae30\ucc28 \ubcf4\uae09\uc5d0 \ud070 \uc81c\uc57d\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ubc30\ud130\ub9ac \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131: \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08 \ub4f1 \ubc30\ud130\ub9ac \ud575\uc2ec \uc6d0\uc790\uc7ac\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ube44\uc6a9\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc774\ub294 \ub2e4\uc2dc \uc804\uae30\ucc28 \uac00\uaca9\uc5d0 \ubc18\uc601\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c, \uacf5\uae09\ub9dd \ubd88\uc548\uc815, \ucc44\uad74\ub7c9 \uc81c\ud55c \ub4f1 \ub2e4\uc591\ud55c \uc694\uc778\uc73c\ub85c \uc778\ud55c \uc6d0\uc790\uc7ac \uac00\uaca9\uc758 \uae09\ub4f1\uc740 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\uc640 \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4 \ubaa8\ub450\uc5d0\uac8c \ubd88\ud655\uc2e4\uc131\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uae30\ud68c<\/p>\n<p>*   \ubc30\ud130\ub9ac \uae30\uc220 \ud601\uc2e0 \ubc0f \uc131\ub2a5 \ud5a5\uc0c1: \uc804\uace0\uccb4 \ubc30\ud130\ub9ac, \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1 \ucc28\uc138\ub300 \ubc30\ud130\ub9ac \uae30\uc220 \uac1c\ubc1c\uc740 \uc804\uae30\ucc28\uc758 \uc8fc\ud589 \uac70\ub9ac, \ucda9\uc804 \uc18d\ub3c4, \uc548\uc804\uc131\uc744 \ud68d\uae30\uc801\uc73c\ub85c \uac1c\uc120\ud560 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220 \ud601\uc2e0\uc740 \uc804\uae30\ucc28\uc758 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \uc18c\ube44\uc790 \ub9cc\uc871\ub3c4\ub97c \ub192\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc7ac\ud65c\uc6a9 \ubc0f \uc7ac\uc0ac\uc6a9 \uc2dc\uc7a5 \uc131\uc7a5: \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\uc758 \uc218\uba85\uc774 \ub2e4\ud55c \ud6c4 \uc774\ub97c \uc7ac\ud65c\uc6a9\ud558\uac70\ub098 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58(ESS) \ub4f1\uc73c\ub85c \uc7ac\uc0ac\uc6a9\ud558\ub294 \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud658\uacbd \ubb38\uc81c \ud574\uacb0\uc5d0 \uae30\uc5ec\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c, \ubc30\ud130\ub9ac \uc6d0\uc790\uc7ac\uc758 \uc548\uc815\uc801\uc778 \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\uace0 \uc0c8\ub85c\uc6b4 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc744 \ucc3d\ucd9c\ud558\ub294 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc0c1\uc5c5\uc6a9 \uc804\uae30\ucc28 \uc2dc\uc7a5 \ud655\ub300: \uc804\uae30 \ubc84\uc2a4, \uc804\uae30 \ud2b8\ub7ed, \uc804\uae30 \ubc34 \ub4f1 \uc0c1\uc5c5\uc6a9 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc740 \ubb3c\ub958 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc758 \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\ucd95 \ubaa9\ud45c\uc640 \ub9de\ubb3c\ub824 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ubd80\uc758 \uc9c0\uc6d0 \uc815\ucc45\uacfc \uae30\uc5c5\uc758 ESG \uacbd\uc601 \uac15\ud654\ub294 \uc0c1\uc5c5\uc6a9 \uc804\uae30\ucc28 \uc218\uc694\ub97c \ub354\uc6b1 \ucd09\uc9c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \ub3d9\ud5a5<\/p>\n<p>*   \ubc30\ud130\ub9ac \uc140 \ud22c \ud329(CTP) \ubc0f \uc140 \ud22c \uc100\uc2dc(CTC) \uae30\uc220 \ub3c4\uc785: \ubc30\ud130\ub9ac \ud329\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ub192\uc774\uace0 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uae30 \uc704\ud574 \ubc30\ud130\ub9ac \uc140\uc744 \ubaa8\ub4c8 \uc5c6\uc774 \ubc14\ub85c \ud329\uc5d0 \ud1b5\ud569\ud558\ub294 CTP \uae30\uc220\uacfc, \uc100\uc2dc\uc5d0 \uc9c1\uc811 \ud1b5\ud569\ud558\ub294 CTC \uae30\uc220\uc774 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc740 \ubc30\ud130\ub9ac \ud329\uc758 \ubd80\ud53c\uc640 \ubb34\uac8c\ub97c \uc904\uc5ec \uc804\uae30\ucc28\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c \ub298\ub9ac\uace0 \uacf5\uac04 \ud65c\uc6a9\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>*   LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac \ucc44\ud0dd \uc99d\uac00: \ub2c8\ucf08, \ucf54\ubc1c\ud2b8 \ub4f1 \ud76c\uadc0 \uae08\uc18d\uc744 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc544 \ube44\uc6a9\uc774 \uc800\ub834\ud558\uace0 \uc548\uc804\uc131\uc774 \ub192\uc740 LFP \ubc30\ud130\ub9ac\uac00 \uc911\uc800\uac00 \uc804\uae30\ucc28 \ubaa8\ub378\uc744 \uc911\uc2ec\uc73c\ub85c \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CATL, BYD \ub4f1 \uc911\uad6d \uae30\uc5c5\ub4e4\uc774 LFP \ubc30\ud130\ub9ac \uae30\uc220\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \ud14c\uc2ac\ub77c \ub4f1 \uc8fc\uc694 \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\ub3c4 \uc77c\ubd80 \ubaa8\ub378\uc5d0 LFP \ubc30\ud130\ub9ac\ub97c \uc801\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc2a4\ub9c8\ud2b8 \ucda9\uc804 \ubc0f V2G(Vehicle-to-Grid) \uae30\uc220 \ubc1c\uc804: \uc804\uae30\ucc28 \ucda9\uc804 \uc778\ud504\ub77c\uac00 \ub2e8\uc21c\ud55c \ucda9\uc804 \uae30\ub2a5\uc744 \ub118\uc5b4 \uc2a4\ub9c8\ud2b8 \uadf8\ub9ac\ub4dc\uc640 \uc5f0\ub3d9\ub418\ub294 \ubc29\ud5a5\uc73c\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8 \ucda9\uc804\uc740 \uc804\ub825\ub9dd \ubd80\ud558\ub97c \ubd84\uc0b0\ud558\uace0 \ud6a8\uc728\uc801\uc778 \uc5d0\ub108\uc9c0 \uad00\ub9ac\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uba70, V2G \uae30\uc220\uc740 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\ub97c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\ub85c \ud65c\uc6a9\ud558\uc5ec \uc804\ub825\ub9dd\uc5d0 \uc804\ub825\uc744 \uacf5\uae09\ud568\uc73c\ub85c\uc368 \uc0c8\ub85c\uc6b4 \uac00\uce58\ub97c \ucc3d\ucd9c\ud560 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc138\uacc4 \ucd5c\ub300 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc73c\ub85c, \ud2b9\ud788 \uc911\uad6d\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0 \uc815\ucc45, \ub300\uaddc\ubaa8 \ub0b4\uc218 \uc2dc\uc7a5, \ud604\uc9c0 \uc81c\uc870\uc5c5\uccb4\uc758 \uacbd\uc7c1\ub825 \uac15\ud654\uac00 \ub9de\ubb3c\ub824 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uacfc \uc77c\ubcf8 \ub610\ud55c \ubc30\ud130\ub9ac \uae30\uc220 \uac1c\ubc1c \ubc0f \uc804\uae30\ucc28 \uc0dd\uc0b0\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uba70 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\uc640 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c, \ub178\ub974\uc6e8\uc774, \uc601\uad6d \ub4f1\uc774 \uc8fc\uc694 \uc2dc\uc7a5\uc774\uba70, \ub2e4\uc591\ud55c \uc804\uae30\ucc28 \ubaa8\ub378 \ucd9c\uc2dc\uc640 \ucda9\uc804 \uc778\ud504\ub77c \ud655\ucda9\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubd81\ubbf8: \ubbf8\uad6d \uc815\ubd80\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ub4f1 \uac15\ub825\ud55c \uc815\ucc45 \uc9c0\uc6d0\uacfc \uc8fc\uc694 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 \uc804\uae30\ucc28 \uc804\ud658 \uac00\uc18d\ud654\ub85c \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ud53d\uc5c5\ud2b8\ub7ed\uacfc SUV \ub4f1 \ub300\ud615 \uc804\uae30\ucc28 \ubaa8\ub378\uc758 \uc778\uae30\uac00 \ub192\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4 \ub610\ud55c \uc804\uae30\ucc28 \ubcf4\uae09 \ud655\ub300\ub97c \uc704\ud55c \uc815\ucc45\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uae30\ud0c0 \uc9c0\uc5ed: \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \uc544\uc9c1 \uc804\uae30\ucc28 \uc2dc\uc7a5 \uaddc\ubaa8\uac00 \uc791\uc9c0\ub9cc, \uc815\ubd80\uc758 \uce5c\ud658\uacbd \uc815\ucc45 \uac15\ud654\uc640 \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\ub85c \uc7a0\uc7ac\uc801\uc778 \uc131\uc7a5 \uac00\ub2a5\uc131\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ube0c\ub77c\uc9c8, \uc778\ub3c4 \ub4f1 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc5d0\uc11c \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc774 \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \ub300\ud615 \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc758 \ub300\ubd80\ubd84\uc744 \uc810\uc720\ud558\uace0 \uc788\ub294 \uace0\ub3c4\ub85c \uc9d1\uc911\ub41c \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uacbd\uc7c1 \uae30\uc5c5\ub4e4\uc740 \uae30\uc220 \ud601\uc2e0, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300, \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   Panasonic Corporation: \ud14c\uc2ac\ub77c\uc758 \uc8fc\uc694 \ubc30\ud130\ub9ac \uacf5\uae09\uc5c5\uccb4 \uc911 \ud558\ub098\ub85c, \uace0\uc131\ub2a5 \uc6d0\ud1b5\ud615 \ubc30\ud130\ub9ac \uae30\uc220\uc5d0 \uac15\uc810\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0 \ub300\uaddc\ubaa8 \uc0dd\uc0b0 \uc2dc\uc124\uc744 \uc6b4\uc601\ud558\uba70 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   Samsung SDI Co Ltd: \ub2e4\uc591\ud55c \ud615\ud0dc\uc758 \ubc30\ud130\ub9ac(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58\ud615)\ub97c \uc0dd\uc0b0\ud558\uba70 BMW, \ud3ed\uc2a4\ubc14\uac90 \ub4f1 \uc8fc\uc694 \uc644\uc131\ucc28 \uc5c5\uccb4\uc5d0 \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \ub4f1 \ucc28\uc138\ub300 \uae30\uc220 \uac1c\ubc1c\uc5d0\ub3c4 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   CATL (Contemporary Amperex Technology Co. Ltd.): \uc138\uacc4 \ucd5c\ub300 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub85c, \ud2b9\ud788 LFP \ubc30\ud130\ub9ac \uae30\uc220\uacfc CTP(Cell-to-Pack) \uae30\uc220\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ub0b4\uc218 \uc2dc\uc7a5\uc744 \uae30\ubc18\uc73c\ub85c \uae00\ub85c\ubc8c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ube60\ub974\uac8c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   BYD Co. Ltd.: \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\uc774\uc790 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub85c, \uc790\uccb4 \uac1c\ubc1c\ud55c \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac(Blade Battery) \uae30\uc220\uc744 \ud1b5\ud574 LFP \ubc30\ud130\ub9ac\uc758 \uc548\uc804\uc131\uacfc \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\ub41c \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc744 \ud1b5\ud574 \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   LG Energy Solution Ltd.: GM, \ud604\ub300\ucc28, \uc2a4\ud154\ub780\ud2f0\uc2a4 \ub4f1 \ub2e4\uc591\ud55c \uae00\ub85c\ubc8c \uc644\uc131\ucc28 \uc5c5\uccb4\uc5d0 \ubc30\ud130\ub9ac\ub97c \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc6b0\uce58\ud615 \ubc30\ud130\ub9ac \uae30\uc220\uc5d0 \uac15\uc810\uc744 \uac00\uc9c0\uace0 \uc788\uc73c\uba70, \ubd81\ubbf8\uc640 \uc720\ub7fd \ub4f1 \uc8fc\uc694 \uc2dc\uc7a5\uc5d0\uc11c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uacf5\uaca9\uc801\uc73c\ub85c \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \uc678\uc5d0\ub3c4 SK On, CALB, EVE Energy \ub4f1 \ub2e4\uc218\uc758 \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5 \uacbd\uc7c1\uc5d0 \ucc38\uc5ec\ud558\uba70 \uae30\uc220 \uac1c\ubc1c\uacfc \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ub192\uc774\uae30 \uc704\ud574 \ub178\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \uacbd\uc7c1 \uc2ec\ud654\ub294 \uae30\uc220 \ud601\uc2e0\uacfc \ube44\uc6a9 \uc808\uac10\uc744 \ucd09\uc9c4\ud558\uc5ec \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc758 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \uc774\ub04c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c\uc740 \ubc30\ud130\ub9ac \uc140, \ubaa8\ub4c8, \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS), \uc5f4 \uad00\ub9ac \uc2dc\uc2a4\ud15c, \uc548\uc804 \uad00\ub9ac \uc2dc\uc2a4\ud15c \ubc0f \uad00\ub828 \uc54c\uace0\ub9ac\uc998\uc744 \ud3ec\ud568\ud558\ub294 \uc644\uc804\ud55c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc815\uc758\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ubc30\ud130\ub9ac \uc720\ud615(\ub9ac\ud2ac \uc774\uc628, \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c, \ub0a9\ucd95\uc804\uc9c0, \uc6b8\ud2b8\ub77c \ucee4\ud328\uc2dc\ud130, \uc804\uace0\uccb4 \ubc0f \uae30\ud0c0), \ubc30\ud130\ub9ac \ud654\ud559(NMC, NCA, LFP, LMO, \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f \uc2e0\ud765 \uae30\uc220), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uc0c1\uc6a9\ucc28), \ucd94\uc9c4 \uae30\uc220(BEV, PHEV, HEV) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc2dc\uc7a5 \uaddc\ubaa8\uc640 \uc131\uc7a5 \uc608\uce21\uc744 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ubb34\uacf5\ud574 \uc758\ubb34\ud654 \uc815\ucc45, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d \ubc0f \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud5a5\uc0c1, OEM\uc758 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ubc0f \uacf5\uae09 \uacc4\uc57d \ud655\ub300, \uace0\uc18d \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c \ud655\uc7a5, \ubc30\ud130\ub9ac \uc218\uc775\ud654\ub97c \uc704\ud55c V2G(Vehicle-to-Grid) \ud504\ub85c\uadf8\ub7a8, \ubc30\ud130\ub9ac \uc0c1\ud0dc \ubd84\uc11d\uacfc \uc5f0\uacc4\ub41c \ubcf4\ud5d8 \ud560\uc778 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131, \uc5f4 \ud3ed\uc8fc \ub9ac\ucf5c \ubc0f \uc548\uc804\uc131 \uc778\uc2dd \ubb38\uc81c, \uacf5\uae09\ub9dd\uc744 \uad50\ub780\ud558\ub294 \ubb34\uc5ed \uc7a5\ubcbd \ubc0f \ud604\uc9c0 \uc0dd\uc0b0 \uaddc\uc815, LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559 \ubc30\ud130\ub9ac\uc758 \ubd88\ud655\uc2e4\ud55c \uc7ac\ud65c\uc6a9 \uacbd\uc81c\uc131 \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc5d0\uc11c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uad11\ubb3c \ucc98\ub9ac\ubd80\ud130 \ucc28\ub7c9 \uc870\ub9bd\uc5d0 \uc774\ub974\ub294 \ud1b5\ud569\ub41c \uacf5\uae09\ub9dd\uacfc \uacf5\uaca9\uc801\uc778 \uad6c\ub9e4 \ubcf4\uc870\uae08 \ubc0f \uc778\ud504\ub77c \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 63.74%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uae30\uc5ec\ub97c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ud654\ud559 \ubd84\uc57c\uc5d0\uc11c\ub294 \ub9ac\ud2ac \uc774\uc628 \ub2e4\uc74c\uc73c\ub85c \ub098\ud2b8\ub968 \uc774\uc628\uc774 \uc800\ub834\ud55c \uc6d0\uc790\uc7ac \ube44\uc6a9\uacfc \uac15\ub825\ud55c \uc800\uc628 \uc131\ub2a5 \ub355\ubd84\uc5d0 41.90%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \ubcf4\uc774\uba70 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\ub294 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc640 \uc548\uc804\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uba70 37.85%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc81c\uc870 \ube44\uc6a9\uc774 \ub9ac\ud2ac \uc774\uc628 \ud329\uacfc \uc720\uc0ac\ud574\uc9c0\uba74 \uc0c1\ub2f9\ud55c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucc28\ub7c9 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc0c1\uc6a9\ucc28\uac00 18.95%\uc758 CAGR\ub85c \uac00\uc7a5 \ub9e4\ub825\uc801\uc778 \uc131\uc7a5 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\ub294\ub370, \uc774\ub294 \ucc28\ub7c9 \uc6b4\uc601\uc790\ub4e4\uc774 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc808\uac10 \ud6a8\uacfc\ub97c \ube60\ub974\uac8c \uc5bb\uace0 \ubb34\uacf5\ud574 \uad6c\uc5ed \uc758\ubb34\ub97c \uc900\uc218\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uba70, CATL, BYD, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ud30c\ub098\uc18c\ub2c9, \uc0bc\uc131 SDI, SK \uc628 \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uc81c\uc870\uc0ac\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ubd84\uc11d\uc744 \ud1b5\ud574 \uc7a0\uc7ac\uc801\uc778 \uc131\uc7a5 \uc601\uc5ed\uc744 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