{"id":40987,"date":"2026-02-13T10:24:08","date_gmt":"2026-02-13T10:24:08","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-clutch-market-mordor\/"},"modified":"2026-03-27T06:40:36","modified_gmt":"2026-03-26T21:40:36","slug":"automotive-clutch-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-clutch-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/automotive-clutch-market-1749675308950-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-clutch-market-size-image-1768244675731.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \ub4c0\uc5bc \ud074\ub7ec\uce58 \ubc0f \uc790\ub3d9 \ubcc0\uc18d\uae30\ub85c\uc758 OEM\uc758 \ube60\ub978 \uc804\ud658<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uacbd\ub7c9 \ucc28\ub7c9 \uc0dd\uc0b0 \uc99d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \uc5c4\uaca9\ud55c CO2 \ubaa9\ud45c\uac00 \uc5f0\ub8cc \ud6a8\uc728\uc801\uc778 \ud074\ub7ec\uce58 \uc218\uc694\ub97c \uacac\uc778<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc \uc544\ud0a4\ud14d\ucc98\ub97c \uc704\ud55c 48V E-\ud074\ub7ec\uce58 \uc2dc\uc2a4\ud15c \ucc44\ud0dd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \ucc28\ub7c9 \uc804\uccb4 MPG \uaddc\ubc94\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud55c \uacbd\ub7c9 \ubcf5\ud569 \ub9c8\ucc30\uc7ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c \uc900\uc218 \ud0dd\uc2dc\ub97c \uc704\ud55c 2\/3\ub4f1\uae09 \ub3c4\uc2dc\uc758 \uac1c\uc870 \uc218\uc694 \uc99d\uac00<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \uae30\uc874 \ud074\ub7ec\uce58\ub97c \uc5c6\uc560\ub294 BEV \ubcf4\uae09 \ud655\ub300<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \ubcf4\uae09\ud615 \ucc28\ub7c9\uc5d0\uc11c CVT \ud30c\uc6cc\ud2b8\ub808\uc778\uc758 \uc778\uae30 \uc0c1\uc2b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \ub4c0\uc5bc \ub9e4\uc2a4 \ud50c\ub77c\uc774\ud720 \uc2e0\ub8b0\uc131 \ubb38\uc81c\ub85c \uc778\ud55c \ubcf4\uc99d \ube44\uc6a9 \uae09\uc99d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \uacf5\uae09\ub9dd\uc744 \uad50\ub780\ud558\ub294 \ub2e4\uac00\uc624\ub294 \ubb34\ub3d9 \ub9c8\ucc30\uc7ac \uc758\ubb34\ud654<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uad6c\ub9e4\uc790\/\uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58 (USD))<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \ubcc0\uc18d\uae30 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \uc218\ub3d9 \ubcc0\uc18d\uae30<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \uc790\ub3d9 \ubcc0\uc18d\uae30 (\ud1a0\ud06c \ucee8\ubc84\ud130)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \uc790\ub3d9\ud654 \uc218\ub3d9 \ubcc0\uc18d\uae30 (AMT)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \ub4c0\uc5bc \ud074\ub7ec\uce58 \ubcc0\uc18d\uae30 (DCT)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 \uae30\ud0c0 (\uc804\uc790 \ud074\ub7ec\uce58, CVT \ud074\ub7ec\uce58 \ud329 \ub4f1)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ucc28\ub7c9 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \uc2b9\uc6a9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uacbd\uc0c1\uc6a9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \uc911\ud615 \ubc0f \ub300\ud615 \uc0c1\uc6a9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \ube44\ub3c4\ub85c\uc6a9 (\ub18d\uc5c5 \ubc0f \uac74\uc124)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ud074\ub7ec\uce58 \ubd80\ud488\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \ud074\ub7ec\uce58 \ub514\uc2a4\ud06c \ubc0f \ud5c8\ube0c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uc555\ub825\ud310 \ubc0f \ucee4\ubc84<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \ub9b4\ub9ac\uc2a4 \ubca0\uc5b4\ub9c1\/\uc2ac\ub808\uc774\ube0c \uc2e4\ub9b0\ub354<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \ud50c\ub77c\uc774\ud720 (\ub2e8\uc77c \ubc0f \ub4c0\uc5bc \ub9e4\uc2a4)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \uc791\ub3d9 \uc2dc\uc2a4\ud15c (\uc720\uc555, \uc804\uae30-\uc720\uc555, \uc804\uc790)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ud310\ub9e4 \ucc44\ub110\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0 (OEM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uc560\ud504\ud130\ub9c8\ucf13<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \ubd81\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \ub7ec\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.4 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          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, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \uc170\ud50c\ub7ec AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \ubc1c\ub808\uc624 SA<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 ZF \ud504\ub9ac\ub4dc\ub9ac\ud788\uc2a4\ud558\ud39c AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \uc5d1\uc138\ub514 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \uc544\uc774\uc2e0 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \uc774\ud2bc \ucf54\ud37c\ub808\uc774\uc158 plc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \ubcf4\uadf8\uc6cc\ub108 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \ub9c8\uadf8\ub124\ud2f0 \ub9c8\ub810\ub9ac SpA<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \ucf58\ud2f0\ub128\ud0c8 AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \uc640\ube0c\ucf54 (ZF CV \uc2dc\uc2a4\ud15c\uc988)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \uc138\ud2b8\ucf54 \uc624\ud1a0\ubaa8\ud2f0\ube0c Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 FCC Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \uc800\uc7a5 \ud2f0\uc5d8\ub9ac\uc6b0 \ud074\ub7ec\uce58 Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \ub2db\uc2e0 \uace0\uad50 Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \ud560\ub371\uc2a4 AB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \ud2b8\uc708 \ub514\uc2a4\ud06c Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \ud2b8\ub79c\uc2a4\ud0c0 \uc778\ub354\uc2a4\ud2b8\ub9ac\uc988 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \ud5ec\ub9ad\uc2a4 \uc624\ud1a0 \ud2b8\ub79c\uc2a4\ubbf8\uc158<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ud1b5\uacc4<\/p>\n<p>\uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc740 2026\ub144 153\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 205\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.91%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud558\uc5ec \uc5ec\uc804\ud788 \uc218\ub3d9 \ubcc0\uc18d\uae30\ub97c \uc120\ud638\ud558\ub294 \uc9c0\uc5ed\uc758 \uc218\uc694\uc5d0 \uae30\ubc18\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 CO\u2082 \ubc30\ucd9c\ub7c9 \uac10\uc18c, \ubcc0\uc18d \uc2dc\uac04 \ub2e8\ucd95, \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc758 \ubd80\ub4dc\ub7ec\uc6b4 \uc791\ub3d9\uc744 \ubaa9\ud45c\ub85c \ud568\uc5d0 \ub530\ub77c \ub4c0\uc5bc \ud074\ub7ec\uce58 \ubc0f \uc804\uae30\uc720\uc555 \uc2dc\uc2a4\ud15c\uc758 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ud1b5\uacc4 (2026\ub144 \uae30\uc900):<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8: 153\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc608\uce21 \uc2dc\uc7a5 \uaddc\ubaa8 (2031\ub144): 205\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031\ub144): 5.91% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \ub0a8\ubbf8<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \ub192\uc74c<br \/>\n*   \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4: Valeo SA, Schaeffler AG, EXEDY Corporation, Aisin Corporation, ZF Friedrichshafen AG \ub4f1<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ubcc0\uc18d\uae30 \uc720\ud615\ubcc4: 2025\ub144 \uae30\uc900 \uc218\ub3d9 \ubcc0\uc18d\uae30\uac00 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 64.79%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2b5\uc2dd \ub4c0\uc5bc \ud074\ub7ec\uce58 \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 9.37%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615\ubcc4: 2025\ub144 \uae30\uc900 \uc2b9\uc6a9\ucc28\uac00 74.23%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \uc911\ub300\ud615 \uc0c1\uc6a9\ucc28\ub294 2031\ub144\uae4c\uc9c0 8.02%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ud074\ub7ec\uce58 \ubd80\ud488\ubcc4: 2025\ub144 \uae30\uc900 \ud074\ub7ec\uce58 \ub514\uc2a4\ud06c \ubc0f \ud5c8\ube0c \uc870\ub9bd\ud488\uc774 29.08%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc791\ub3d9 \uc2dc\uc2a4\ud15c\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 8.41%\uc758 \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud310\ub9e4 \ucc44\ub110\ubcc4: 2025\ub144 \uae30\uc900 OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uacf5\uae09\uc774 82.45%\uc758 \uc810\uc720\uc728\ub85c \uc555\ub3c4\uc801\uc774\uc5c8\uc73c\ub098, \uc560\ud504\ud130\ub9c8\ucf13 \uc218\uc694\ub294 2031\ub144\uae4c\uc9c0 5.79%\uc758 CAGR\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uae30\uc900 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 49.62%\ub85c \uac00\uc7a5 \ub192\uc740 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \ub0a8\ubbf8\ub294 2031\ub144\uae4c\uc9c0 6.82%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>3.1. \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   \ub4c0\uc5bc \ud074\ub7ec\uce58 \ubc0f \uc790\ub3d9 \ubcc0\uc18d\uae30\ub85c\uc758 OEM \uc804\ud658 \uac00\uc18d\ud654: \uc720\ub7fd \ubc0f \uc911\uad6d \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 95g\/km \ubbf8\ub9cc\uc758 CO\u2082 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574 \uc2b5\uc2dd \ud074\ub7ec\uce58 \uc124\uacc4\ub97c \uc120\ud638\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ed\uc2a4\ubc14\uac90\uc758 MQB \uae30\ubc18 \ubaa8\ub378\uc740 \uae30\uc0dd \ud56d\ub825\uc744 12% \uc904\uc774\ub294 \uc804\uae30\uc720\uc555\uc2dd DQ381 \uc720\ub2db\uc744 \uc0ac\uc6a9\ud558\uba70, \uc911\uad6d \ube0c\ub79c\ub4dc\ub4e4\uc740 150-250kW \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc131\ub2a5 \ud5a5\uc0c1\uc744 \uc704\ud574 DCT \uae30\uc220\uc744 \ub77c\uc774\uc120\uc2a4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4 \uacbd\uc0c1\uc6a9\ucc28 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc774\ud2bc(Eaton)\uc758 AutoShift\uac00 \ub3c4\uc2dc \uc8fc\ud589\uc5d0\uc11c \uc5f0\ub8cc \uc18c\ube44\ub97c 8-10% \uc808\uac10\ud558\uba70 \uc790\ub3d9 \ubcc0\uc18d\uae30 \uc810\uc720\uc728\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \ub2e8\ud310 \uac74\uc2dd \ud074\ub7ec\uce58 \uc0dd\uc0b0\ub7c9\uc744 \uc904\uc774\uc9c0\ub9cc, \ub2e4\ud310 \uc2b5\uc2dd \ubaa8\ub4c8 \ubc0f \uc804\uc790\uc2dd \uc791\ub3d9 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uacbd\ub7c9 \ucc28\ub7c9 \uc0dd\uc0b0 \uc99d\uac00: \uc778\ub3c4, \ube0c\ub77c\uc9c8, \uc8fc\uc694 \uc544\uc138\uc548 \uc2dc\uc7a5\uc740 \uc18c\ube44\uc790 \uc18c\ub4dd \uc99d\uac00\uc640 \ud604\uc9c0 \uc870\ub9bd \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uacbd\ub7c9 \ucc28\ub7c9 \uc0dd\uc0b0\uc774 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub294 \uc131\uc219 \uc2dc\uc7a5\uc758 BEV(\ubc30\ud130\ub9ac \uc804\uae30\ucc28)\ub85c \uc778\ud55c \uc190\uc2e4\uc744 \uc0c1\uc1c4\ud558\uba70 \ud074\ub7ec\uce58 \uae30\ubcf8 \ubb3c\ub7c9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc2e0\ud765 \uc2dc\uc7a5\uc758 \uacf5\uc7a5\ub4e4\uc740 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc2a4\ud0ec\ud551 \ubc0f \ub9c8\ucc30\uc7ac \uacf5\uc7a5\uc744 \ud604\uc9c0\ud654\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uc5ec \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 \ud658\uc728 \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5c4\uaca9\ud55c CO\u2082 \ubaa9\ud45c\ub85c \uc778\ud55c \uc5f0\ub8cc \ud6a8\uc728\uc801\uc778 \ud074\ub7ec\uce58 \uc218\uc694 \uc99d\uac00: EU \uaddc\uc81c 2019\/631\uc740 95g\/km \ucd08\uacfc \uc2dc \uadf8\ub7a8\ub2f9 95\uc720\ub85c\uc758 \ubc8c\uae08\uc744 \ubd80\uacfc\ud558\uc5ec OEM\ub4e4\uc774 2020\ub144\uc5d0\uc11c 2025\ub144 \uc0ac\uc774\uc5d0 \uad6c\ub3d9\uacc4 \ub9c8\ucc30\uc744 5-8% \uc904\uc774\ub3c4\ub85d \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc170\ud50c\ub7ec(Schaeffler)\uc758 E-\ud074\ub7ec\uce58\ub294 \ube0c\ub7ec\uc2dc\ub9ac\uc2a4 \ubaa8\ud130 \uc791\ub3d9\uc744 \ud1b5\ud574 \uc720\uc555 \ud56d\ub825\uc744 \uc81c\uac70\ud558\uc5ec 7g\/km\uc758 CO\u2082\ub97c \uc808\uac10\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 CAFC(\uae30\uc5c5 \ud3c9\uade0 \uc5f0\ub8cc \uc18c\ube44) 4L\/100km \uc0c1\ud55c\uc120\uc740 \uace0\ud558\uc911 \uc18c\uacb0 \uccad\ub3d9 \ud398\uc774\uc2f1\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0, \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 SULEV30(\ucd08\uc800\ubc30\ucd9c \ucc28\ub7c9) \uc81c\ud55c\uc740 3\uae30\ud1b5 \uc5d4\uc9c4\uc758 NVH(\uc18c\uc74c, \uc9c4\ub3d9, \ubd88\ucf8c\uac10)\ub97c \uc5b5\uc81c\ud558\ub294 \ub4c0\uc5bc \ub9e4\uc2a4 \ud50c\ub77c\uc774\ud720\uc744 \uc120\ud638\ud558\uac8c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaddc\uc81c\ub4e4\uc740 \uc644\uc804 \uc804\ub3d9\ud654\uac00 \uc774\ub8e8\uc5b4\uc9c0\uae30 \uc804\uae4c\uc9c0 ICE(\ub0b4\uc5f0\uae30\uad00) \ud50c\ub7ab\ud3fc\uc744 \uc704\ud55c \uacbd\ub7c9, \uc800\uc190\uc2e4 \ud074\ub7ec\uce58 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ub2e8\uae30\uc801\uc778 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc \uc544\ud0a4\ud14d\ucc98\ub97c \uc704\ud55c 48V e-\ud074\ub7ec\uce58 \uc2dc\uc2a4\ud15c \ucc44\ud0dd: 2025\ub144 \uccab 10\uac1c\uc6d4 \ub3d9\uc548 \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc740 15.6% \uc131\uc7a5\ud588\uc73c\uba70, e-\ud074\ub7ec\uce58 \ubaa8\ub4c8\uc740 \uc5d4\uc9c4 \uc624\ud504 \ucf54\uc2a4\ud305\uacfc \uc6d0\ud65c\ud55c \uc7ac\uc2dc\ub3d9\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ubc1c\ub808\uc624(Valeo)\uc758 iBSG\ub294 \ub3c4\uc2dc \uc6b4\ub3d9 \uc5d0\ub108\uc9c0\ub97c 25% \ub354 \ud68c\uc218\ud558\uba70, \ubcf4\uadf8\uc6cc\ub108(BorgWarner)\uc758 P2.5 \ud558\uc774\ube0c\ub9ac\ub4dc \ubaa8\ub4c8\uc740 \uc0ac\ub95c \uad6c\ub3d9 \ud558\ub4dc\uc6e8\uc5b4\ub97c \ubd84\ub9ac\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc21c\uc218 EV \ubaa8\ub4dc\ub85c 50km\/h\uae4c\uc9c0 \ucd9c\ubc1c\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \ud604\ub300\ucc28\uc758 \uac74\uc2dd e-\ud074\ub7ec\uce58\ub294 1.8kg\uc744 \uc904\uc774\uace0 \uc720\uc555\uc720\ub97c \uc5c6\uc560 \uc720\uc555\uc5d0\uc11c \uc804\uae30 \uae30\uacc4\ub85c\uc758 \uacf5\uae09\uc5c5\uccb4 \uc804\ud658\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc774\ub294 \uc13c\uc11c \ubc0f MOSFET \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc744 \ucc3d\ucd9c\ud558\uc9c0\ub9cc, \uae30\uc874 \ub9c8\uc2a4\ud130 \uc2e4\ub9b0\ub354 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c\ub294 \ub3c4\uc804 \uacfc\uc81c\uac00 \ub429\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc2dc\uc7a5 \uc81c\uc57d (Restraints)<\/p>\n<p>*   BEV(\ubc30\ud130\ub9ac \uc804\uae30\ucc28) \ubcf4\uae09 \ud655\ub300: 2024\ub144 \uc911\uad6d\uc758 BEV \uc810\uc720\uc728 \uc57d 25%\ub294 320\ub9cc \ub300\uc758 \ud074\ub7ec\uce58 \uc720\ub2db \uc218\uc694\ub97c \uac10\uc18c\uc2dc\ucf30\uace0, \uc720\ub7fd\uc758 21.7% \uc810\uc720\uc728\uc740 180\ub9cc \ub300\ub97c \ucd94\uac00\ub85c \uac10\uc18c\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc640 BYD\ub9cc\uc73c\ub85c\ub3c4 480\ub9cc \uac1c\uc758 \uc870\ub9bd\ud488\uc774 \ub300\uccb4\ub418\uc5c8\uace0, \ud3ed\uc2a4\ubc14\uac90\uc740 2025\ub144 \uce74\uc140 \uac74\uc2dd \ud074\ub7ec\uce58 \uc0dd\uc0b0 \ub77c\uc778\uc744 \uc911\ub2e8\ud588\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc804\ub3d9\ud654 \uad6c\ub3d9\uacc4\ub97c \uc704\ud55c \ubd84\ub9ac \ubc0f \ud1a0\ud06c \ubca1\ud130\ub9c1 \ud074\ub7ec\uce58\ub85c R&#038;D\ub97c \uc804\ud658\ud558\uace0 \uc788\uc9c0\ub9cc, \ub2e8\uc704 \uac00\uaca9\uc774 DCT \ubaa8\ub4c8\ubcf4\ub2e4 40-60% \ub0ae\uc544 \uc218\uc775\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   CVT(\ubb34\ub2e8 \ubcc0\uc18d\uae30) \ud30c\uc6cc\ud2b8\ub808\uc778\uc758 \uc778\uae30 \uc0c1\uc2b9: 2024\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \ub2db\uc0b0, \ud63c\ub2e4, \uc2a4\ubc14\ub8e8\uac00 \uc218\ub3d9 \ubcc0\uc18d\uae30 \ub300\ube44 \ubd80\ud488 \uc218\ub97c 35% \uc904\uc774\ub294 \uc2a4\ud2f8 \ubca8\ud2b8 \uc124\uacc4\ub97c \ub3c4\uc785\ud558\uba74\uc11c CVT \uc810\uc720\uc728\uc774 \ud06c\uac8c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub3c4 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 CVT \ucc44\ud0dd\ub960\uc744 2020\ub144 8%\uc5d0\uc11c 2024\ub144 22%\ub85c \ub192\uc5ec \ub2e8\ud310 \uac74\uc2dd \ud074\ub7ec\uce58 \ubb3c\ub7c9\uc744 \uc7a0\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CVT\ub294 \ud480\ub9ac \ubc0f \ubca8\ud2b8 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uac00\uc9c4 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc720\ub9ac\ud558\uba70, \uc720\ub7fd\uc758 \ub9c8\ucc30\uc7ac \uc804\ubb38\uc5c5\uccb4\ub4e4\uc744 \uc18c\uc678\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>4.1. \ubcc0\uc18d\uae30 \uc720\ud615\ubcc4: \uc218\ub3d9 \ubcc0\uc18d\uae30\uc758 \uc9c0\ubc30\ub825 \uc18d DCT\uc758 \uc131\uc7a5<br \/>\n2025\ub144 \uc218\ub3d9 \ubcc0\uc18d\uae30\ub294 \uc778\ub3c4, \ube0c\ub77c\uc9c8, \ub3d9\ub0a8\uc544\uc2dc\uc544 \uad6c\ub9e4\uc790\ub4e4\uc774 \ub0ae\uc740 \ucd9c\uace0\uac00\uaca9\uc744 \uc120\ud638\ud568\uc5d0 \ub530\ub77c \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc758 64.79%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc2b5\uc2dd \ub4c0\uc5bc \ud074\ub7ec\uce58 \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 9.37%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 0.2\ucd08 \ubbf8\ub9cc\uc758 \ubcc0\uc18d \uc2dc\uac04\uacfc \uc6d0\ud65c\ud55c \ud1a0\ud06c \uc624\ubc84\ub808\uc774\ub97c \uc694\uad6c\ud558\ub294 \uc720\ub7fd \ubc0f \uc911\uad6d\uc758 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc2e0\ud765 \uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uc560\ud504\ud130\ub9c8\ucf13\uc5d0\uc11c 45-60\ub2ec\ub7ec\uc5d0 \ud310\ub9e4\ub418\ub294 \ub2e8\ud310 \uac74\uc2dd \ud074\ub7ec\uce58\ub97c \uc120\ud638\ud558\uba70 \ub192\uc740 \ud310\ub9e4\ub7c9\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ud504\ub9ac\ubbf8\uc5c4 \uc720\ub7fd \uc138\ub2e8\uc740 \ud1a0\ud06c \ucee8\ubc84\ud130 \uc790\ub3d9 \ubcc0\uc18d\uae30 \ub300\ube44 12%\uc758 \uc5f0\ub8cc \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud558\ub294 2,800\uc720\ub85c \uc0c1\ub2f9\uc758 \uc2b5\uc2dd DCT \uc720\ub2db\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc774\uc6d0\ud654\ub41c \uc218\uc694 \uace1\uc120\uc740 \uace0\ubd80\uac00\uac00\uce58 DCT \uc2dc\uc7a5\uc744 \uae30\uc220 \uc120\ub3c4 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uc81c\uacf5\ud558\uba74\uc11c\ub3c4 \ub300\ub7c9 \uc0dd\uc0b0\ub418\ub294 \uc218\ub3d9 \ubcc0\uc18d\uae30 \uc2dc\uc7a5\uc744 \uc720\uc9c0\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>4.2. \ucc28\ub7c9 \uc720\ud615\ubcc4: \uc0c1\uc6a9\ucc28\uc758 \uc131\uc7a5 \ubaa8\uba58\ud140<br \/>\n2025\ub144 \uc2b9\uc6a9\ucc28\ub294 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc758 74.23%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc911\ub300\ud615 \uc0c1\uc6a9\ucc28\ub294 \uc804\uc790\uc0c1\uac70\ub798 \ubb3c\ub958 \uc99d\uac00\uc640 \uc6b4\uc804\uc790\uc758 \ud53c\ub85c\ub97c \ucd5c\uc18c\ud654\ud558\ub294 \uc790\ub3d9 \ubcc0\uc18d\uae30 \uc120\ud638 \ucd94\uc138\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 8.02%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud3ec\ub4dc \ud2b8\ub79c\uc9d3 \ubc0f \uc2a4\ud154\ub780\ud2f0\uc2a4 \ub4c0\uce74\ud1a0 \ubc34\uc740 LuK \ub4c0\uc5bc \ub9e4\uc2a4 \ud50c\ub77c\uc774\ud720\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc11c\ube44\uc2a4 \uac04\uaca9\uc744 180,000km\ub85c \uc5f0\uc7a5\ud569\ub2c8\ub2e4. \uc0c1\uc6a9\ucc28\uc758 \uc804\ub3d9\ud654\ub294 \uc218\uc694\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc804\uae30 \ubc30\ub2ec \ubc34\uc740 \ud074\ub7ec\uce58\ub97c \uc81c\uac70\ud558\uc9c0\ub9cc, \uc8fc\ud589\uac70\ub9ac \ud655\uc7a5\ud615 \ud558\uc774\ube0c\ub9ac\ub4dc\ub294 \ubc1c\uc804\uae30\ub97c \ubd84\ub9ac\ud558\uae30 \uc704\ud55c \ud074\ub7ec\uce58 \uc720\ub2db\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\uc591\ud55c \uc0ac\uc6a9 \uc0ac\ub840\ub294 \uc2b9\uc6a9\ucc28 BEV\uc758 \ud655\uc0b0\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc744 \uc9c0\uc18d \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>4.3. \ud074\ub7ec\uce58 \ubd80\ud488\ubcc4: \uc791\ub3d9 \uc2dc\uc2a4\ud15c\uc758 \uc131\uc7a5 \uc8fc\ub3c4<br \/>\n2025\ub144 \ud074\ub7ec\uce58 \ub514\uc2a4\ud06c \ubc0f \ud5c8\ube0c \uc870\ub9bd\ud488\uc740 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc758 29.08%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc791\ub3d9 \uc2dc\uc2a4\ud15c\uc740 48V e-\ud074\ub7ec\uce58 \ubaa8\ub4c8\uc774 \uc720\uc555 \uc2dc\uc2a4\ud15c\uc744 \ub300\uccb4\ud558\uace0 \ud398\ub2ec \uc791\ub3d9 \ub178\ub825\uc744 \uc5c6\uc560\uba74\uc11c 8.41%\uc758 CAGR\ub85c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc555\ub825\ud310\uc740 \uc774\uc81c \ubca0\uc5b4\ub9c1 \uc774\ub3d9 \uac70\ub9ac\ub97c 15% \uc904\uc774\ub294 \ub2e4\uc774\uc5b4\ud504\ub7a8 \uc2a4\ud504\ub9c1\uc744 \uc0ac\uc6a9\ud558\uba70, \uc170\ud50c\ub7ec\uc758 E-\ud074\ub7ec\uce58 \ubcfc \uc2a4\ud06c\ub958 \uc561\ucd94\uc5d0\uc774\ud130\ub294 \ud6a8\uc728\uc131\uc744 92%\uae4c\uc9c0 \ub192\uc5ec WLTP \ud14c\uc2a4\ud2b8\uc5d0\uc11c 0.2L\/100km\ub97c \uc808\uac10\ud569\ub2c8\ub2e4. \uc804\uc790\uc2dd \uc791\ub3d9 \uc2dc\uc2a4\ud15c\uc740 \uacf5\uc555-\uc804\uc790 \ud558\uc774\ube0c\ub9ac\ub4dc\ub97c \ud1b5\ud574 \ub300\ud615 \ud2b8\ub7ed\uc73c\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc73c\uba70, \ub3d9\uc2ec \uc2ac\ub808\uc774\ube0c \uc2e4\ub9b0\ub354\ub294 \uc720\uc555 \ub77c\uc778\uc744 60% \uc904\uc5ec \uc720\uccb4 \ubd80\ud53c\ub97c 40% \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4. \uc544\uc774\uc2e0(Aisin)\uc758 \uc54c\ub8e8\ubbf8\ub284 \ud50c\ub77c\uc774\ud720\uc740 \uad00\uc131\uc744 22% \uc904\uc5ec DCT\uc758 \ube60\ub978 \ubcc0\uc18d\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \ud3c9\uade0 \ub2e8\uc704 \uac00\uce58\ub97c \ub192\uc5ec \uc791\ub3d9 \uc2dc\uc2a4\ud15c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc5d0\uc11c \ud070 \uc131\uc7a5\uc744 \uc774\ub8f0 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>4.4. \ud310\ub9e4 \ucc44\ub110\ubcc4: \uc560\ud504\ud130\ub9c8\ucf13\uc758 \ubd80\uc0c1<br \/>\n2025\ub144 OEM \uacf5\uae09\uc740 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc758 82.45%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc560\ud504\ud130\ub9c8\ucf13\uc740 2031\ub144\uae4c\uc9c0 5.79%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 \uc778\ub3c4\uc640 \ube0c\ub77c\uc9c8\uc758 \ubc30\ucd9c\uac00\uc2a4 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \ud0dd\uc2dc \ubc0f \ucc28\ub7c9 \uacf5\uc720 \uc11c\ube44\uc2a4 \uc6b4\uc601\uc790\ub4e4\uc740 \ub9c8\ubaa8\ub41c \ub9c8\ucc30 \ub514\uc2a4\ud06c\ub97c \ud130\ubcf4 \ub514\uc824 \uc5d4\uc9c4\uc758 \ubd80\ud558\ub97c \uacac\ub51c \uc218 \uc788\ub294 \uc138\ub77c\ubbf9-\uba54\ud0c8 \ud0a4\ud2b8\ub85c \uad50\uccb4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \ucc28\ub7c9 \ud3c9\uade0 \uc5f0\ub839\uc740 8.2\ub144\uc774\uba70, 42%\uac00 10\ub144 \uc774\uc0c1 \ub41c \ucc28\ub7c9\uc785\ub2c8\ub2e4. \ubc18\uba74, \ube0c\ub77c\uc9c8\uc758 \ud0dd\uc2dc \ucc28\ub7c9\uc740 \uc5f0\uac04 180,000km\ub97c \uc8fc\ud589\ud558\uc5ec \ud074\ub7ec\uce58 \ub9c8\ubaa8\uac00 \ube60\ub985\ub2c8\ub2e4. ZF\uc758 Sachs Performance \ube0c\ub79c\ub4dc\ub294 \ud29c\ub108\ub97c \uc704\ud574 20% \ub354 \ub192\uc740 \ud1a0\ud06c\ub97c \uacac\ub51c \uc218 \uc788\ub294 \uc18c\uacb0 \uccad\ub3d9 \ub514\uc2a4\ud06c\ub97c \ud310\ub9e4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc628\ub77c\uc778 \ud310\ub9e4\uc758 \ud655\ub300\ub294 \uc0c8\ub85c\uc6b4 DCT \ud50c\ub7ab\ud3fc\uc758 OE \uad50\uccb4 \uc8fc\uae30\uac00 \uae38\uc5b4\uc9d0\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc560\ud504\ud130\ub9c8\ucf13\uc758 \ud655\uc7a5\uc744 \ub3d5\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc758 49.62%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc5d0\uc11c\ub294 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc SUV\uc758 \uc2b5\uc2dd \ub4c0\uc5bc \ud074\ub7ec\uce58 \ubcc0\uc18d\uae30(DCT) \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uc5ec \ub2e8\uc704 \uac00\uce58\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc5d0\uc11c\ub294 \uc218\ub3d9 \ubcc0\uc18d\uae30\uc758 \uc9c0\ubc30\ub825\uc774 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uac74\uc2dd \ud074\ub7ec\uce58\uc5d0 \ub300\ud55c \uacac\uace0\ud55c \uc218\uc694\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 CVT(\ubb34\ub2e8 \ubcc0\uc18d\uae30)\uc758 \ud655\uc0b0\uc73c\ub85c \ud310\ub9e4\ub7c9\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc9c0\ub9cc, EXEDY \ubc0f Aisin\uacfc \uac19\uc740 \uae30\uc5c5\ub4e4\uc740 \uacbd\uc7c1\ub825 \uc788\ub294 \ube44\uc6a9 \uad6c\uc870\ub97c \ud65c\uc6a9\ud558\uc5ec \uc720\ub7fd \uac00\uaca9\uc744 \ub0ae\ucd94\uba70 \uc218\ucd9c\uc744 \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c\ub294 \ud0dc\uad6d\uc758 4\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubd80\ud488 \uc678\uad6d\uc778 \uc9c1\uc811 \ud22c\uc790(FDI) \uc2b9\uc778\uc5d0 \ud798\uc785\uc5b4 \uacf5\uc7a5\ub4e4\uc774 \ud604\uc9c0\ud654 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc8fc\ub85c \uc0c1\uc6a9\ucc28 \ubc0f \uace0\uc131\ub2a5\ucc28\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uba70, \uc8fc\ub958 \uc2b9\uc6a9\ucc28 \ubaa8\ub378\uc758 \uc218\ub3d9 \ubcc0\uc18d\uae30 \ube44\uc728\uc740 2% \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54\uc758 \ud504\ub9ac\ubbf8\uc5c4 \uc138\ub2e8 \uc218\ucd9c\uc740 \uc2b5\uc2dd DCT \ubb3c\ub7c9\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \ube0c\ub77c\uc9c8\uc758 \ud50c\ub809\uc2a4 \uc5f0\ub8cc \ud558\uc774\ube0c\ub9ac\ub4dc\uac00 \uace0\ud1a0\ud06c \uc5d0\ud0c4\uc62c \uc5d4\uc9c4\uacfc \uc218\ub3d9 \ubcc0\uc18d\uae30\ub97c \uacb0\ud569\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 6.82%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ub0a8\uc544\ud504\ub9ac\uce74\uc758 \uc778\uc13c\ud2f0\ube0c\ub294 \uc0ac\ud558\ub77c \uc774\ub0a8 \uc544\ud504\ub9ac\uce74 \uc218\ucd9c\uc744 \uc704\ud55c \ud53d\uc5c5 \ud074\ub7ec\uce58 \uc870\ub9bd\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\ub294 2025\ub144 \uae00\ub85c\ubc8c OEM \ub9e4\ucd9c\uc5d0\uc11c \uc0c1\ub2f9\ud55c \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uc5ec \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc170\ud50c\ub7ec\ub294 \uc218\uc9c1 \ud1b5\ud569\ub41c \ub4c0\uc5bc \ud074\ub7ec\uce58 \ub77c\uc778\uc5d0\uc11c 18-22%\uc758 \ucd1d \ub9c8\uc9c4\uc744 \uae30\ub85d\ud588\uc73c\uba70, \ubc1c\ub808\uc624\uc758 \ube44\ud14c\uc2a4\ucf54(Vitesco)\uc640\uc758 \ud569\ubcd1\uc740 14\uac1c \ud50c\ub7ab\ud3fc\uc5d0 \uac78\uccd0 48V e-\ud074\ub7ec\uce58 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \ubcf4\uadf8\uc6cc\ub108\uc758 2024\ub144 \ud560\ub371\uc2a4(Haldex) \uc778\uc218\ub294 \ud1a0\ud06c \ubca1\ud130\ub9c1 \ub178\ud558\uc6b0\ub97c \ucd94\uac00\ud558\uc5ec \uc804\uae30 SUV \uc218\uc694\uc5d0 \ub300\ube44\ud558\ub294 \uc785\uc9c0\ub97c \ub2e4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uad6c\ub9ac \uc5c6\ub294 \ub9c8\ucc30\uc7ac, \uc8fc\ud589\uac70\ub9ac \ud655\uc7a5\ud615 \ucc28\ub7c9\uc744 \uc704\ud55c \ubd84\ub9ac \ud074\ub7ec\uce58, \uc804\uae30 \ud06c\ub85c\uc2a4\uc624\ubc84\ub97c \uc704\ud55c \ud1a0\ud06c \ubca1\ud130\ub9c1 \ubaa8\ub4c8 \uac1c\ubc1c\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ud3ed, \ud604\uc9c0 \uc81c\uc870 \ub2a5\ub825, R&#038;D \uc18d\ub3c4\ub294 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubcc0\ud654\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uc9c0\ub9cc, \uaddc\ubaa8\uc640 OEM\uacfc\uc758 \uae4a\uc740 \uc720\ub300 \uad00\uacc4\ub294 \uc5ec\uc804\ud788 \ub300\ub7c9 DCT \uc218\uc8fc\uc5d0\uc11c \uae30\uc874 \uc5c5\uccb4\ub4e4\uc5d0\uac8c \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   Valeo SA<br \/>\n*   Schaeffler AG<br \/>\n*   EXEDY Corporation<br \/>\n*   Aisin Corporation<br \/>\n*   ZF Friedrichshafen AG<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 1\uc6d4: \uc170\ud50c\ub7ec\ub294 CES 2025\uc5d0\uc11c \ud655\uc7a5\ub41c \ubaa8\uc158 \uae30\uc220 \uc194\ub8e8\uc158 \ub77c\uc778\uc5c5\uc744 \uc120\ubcf4\uc774\uba70 BEV \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc9d1\uc911\uacfc \ud0c4\uc18c \uc911\ub9bd \ub85c\ub4dc\ub9f5\uc5d0 \ub300\ud55c \uc758\uc9c0\ub97c \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 10\uc6d4: \uc170\ud50c\ub7ec\ub294 \ube44\ud14c\uc2a4\ucf54 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4\uc640\uc758 \ud569\ubcd1\uc744 \uc644\ub8cc\ud588\uc73c\uba70, 2029\ub144\uae4c\uc9c0 6\uc5b5 \uc720\ub85c\uc758 EBIT \uc2dc\ub108\uc9c0\ub97c \uc608\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: ZF\uc640 \ud3ec\ud1a4(Foton)\uc740 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud655\ub300\ud558\uc5ec \uc911\uad6d \uc0c1\uc6a9\ucc28\ub97c \uc704\ud55c TraXon 2 Hybrid\ub97c \ucd9c\uc2dc\ud588\uc73c\uba70, 2026\ub144 \uae00\ub85c\ubc8c \uc0dd\uc0b0\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub0b4\uc5f0\uae30\uad00(ICE) \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc5d0 \uc7a5\ucc29\ub418\ub294 \uc2e0\ucc28 \ubc0f \uad50\uccb4\uc6a9 \ub9c8\ucc30 \ud074\ub7ec\uce58, \ub4c0\uc5bc \ud074\ub7ec\uce58, \uc790\ub3d9 \uc218\ub3d9 \ud074\ub7ec\uce58\uc640 \uadf8 \ud575\uc2ec \ubd80\ud488(\ud074\ub7ec\uce58 \ub514\uc2a4\ud06c \ubc0f \ud5c8\ube0c, \uc555\ub825\ud310 \ubc0f \ucee4\ubc84, \ub9b4\ub9ac\uc2a4 \ubca0\uc5b4\ub9c1\/\uc2ac\ub808\uc774\ube0c \uc2e4\ub9b0\ub354, \ud50c\ub77c\uc774\ud720, \uc791\ub3d9 \uc2dc\uc2a4\ud15c)\uc758 \ucd1d \uac00\uce58\ub97c \ud3ec\ud568\ud558\ub294 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \ud074\ub7ec\uce58 \uc2dc\uc7a5\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc9c1\uc811 \uad6c\ub3d9 \ubc29\uc2dd \ub610\ub294 \ubb34\ub2e8 \ubcc0\uc18d\uae30(CVT) \ubca8\ud2b8 \ud329\uc744 \uc0ac\uc6a9\ud558\ub294 \uc644\uc804 \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV) \uad6c\ub3d9\uacc4\ub294 \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 153\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc600\uc73c\uba70, 2031\ub144\uc5d0\ub294 205\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 OEM\uc758 \ub4c0\uc5bc \ud074\ub7ec\uce58 \ubc0f \uc790\ub3d9 \ubcc0\uc18d\uae30\ub85c\uc758 \ube60\ub978 \uc804\ud658, \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uacbd\ub7c9 \ucc28\ub7c9 \uc0dd\uc0b0 \uc99d\uac00, \uc5f0\ub8cc \ud6a8\uc728\uc801\uc778 \ud074\ub7ec\uce58 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\ub294 \uc5c4\uaca9\ud55c CO2 \ubc30\ucd9c \ubaa9\ud45c, \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc \uc544\ud0a4\ud14d\ucc98\ub97c \uc704\ud55c 48V E-\ud074\ub7ec\uce58 \uc2dc\uc2a4\ud15c \ucc44\ud0dd, \uc5f0\ube44 \uaddc\uc81c \ucda9\uc871\uc744 \uc704\ud55c \uacbd\ub7c9 \ubcf5\ud569 \ub9c8\ucc30\uc7ac \uc0ac\uc6a9, \uadf8\ub9ac\uace0 \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c \uc900\uc218 \ud0dd\uc2dc\ub97c \uc704\ud55c 2\/3\uc120 \ub3c4\uc2dc\uc758 \uc560\ud504\ud130\ub9c8\ucf13 \uac1c\uc870 \uc218\uc694 \uc99d\uac00 \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 BEV \ubcf4\uae09 \ud655\ub300\uc5d0 \ub530\ub978 \uae30\uc874 \ud074\ub7ec\uce58 \uc218\uc694 \uac10\uc18c, \ubcf4\uae09\ud615 \ucc28\ub7c9\uc5d0\uc11c CVT \ud30c\uc6cc\ud2b8\ub808\uc778\uc758 \uc778\uae30 \uc99d\uac00, \ub4c0\uc5bc \ub9e4\uc2a4 \ud50c\ub77c\uc774\ud720\uc758 \uc2e0\ub8b0\uc131 \ubb38\uc81c\ub85c \uc778\ud55c \ubcf4\uc99d \ube44\uc6a9 \uc0c1\uc2b9, \uadf8\ub9ac\uace0 \uacf5\uae09\ub9dd\uc744 \uad50\ub780\ud560 \uc218 \uc788\ub294 \uad6c\ub9ac \uc5c6\ub294 \ub9c8\ucc30\uc7ac \uc758\ubb34\ud654 \uc608\uc815 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ubcc0\uc18d\uae30 \uc720\ud615(\uc218\ub3d9, \uc790\ub3d9(\ud1a0\ud06c \ucee8\ubc84\ud130), AMT, DCT, \uae30\ud0c0), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\ub300\ud615 \uc0c1\uc6a9\ucc28, \ube44\ub3c4\ub85c\uc6a9 \ucc28\ub7c9), \ud074\ub7ec\uce58 \uad6c\uc131 \uc694\uc18c(\ud074\ub7ec\uce58 \ub514\uc2a4\ud06c \ubc0f \ud5c8\ube0c, \uc555\ub825\ud310 \ubc0f \ucee4\ubc84, \ub9b4\ub9ac\uc2a4 \ubca0\uc5b4\ub9c1\/\uc2ac\ub808\uc774\ube0c \uc2e4\ub9b0\ub354, \ud50c\ub77c\uc774\ud720, \uc791\ub3d9 \uc2dc\uc2a4\ud15c), \uadf8\ub9ac\uace0 \ud310\ub9e4 \ucc44\ub110(OEM, \uc560\ud504\ud130\ub9c8\ucf13)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc804\uc5ed\uc5d0 \uac78\uccd0 \uc2dc\uc7a5\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uacfc \uc778\ub3c4\uc758 \ub192\uc740 \ucc28\ub7c9 \uc0dd\uc0b0\ub7c9\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 49.62%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450 \uc9c0\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uc2b5\uc2dd \ub4c0\uc5bc \ud074\ub7ec\uce58 \uc2dc\uc2a4\ud15c\uc740 OEM\uc774 \ube60\ub978 \ubcc0\uc18d\uacfc \ub0ae\uc740 CO2 \ubc30\ucd9c\ub7c9\uc744 \uc6b0\uc120\uc2dc\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.37%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc560\ud504\ud130\ub9c8\ucf13 \uc218\uc694 \ub610\ud55c \uc778\ub3c4, \ube0c\ub77c\uc9c8, \ub3d9\ub0a8\uc544\uc2dc\uc544 \ub4f1\uc9c0\uc5d0\uc11c \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c \uc900\uc218 \ud074\ub7ec\uce58 \ud0a4\ud2b8 \uac1c\uc870 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 5.79%\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uba70, Schaeffler AG, Valeo SA, ZF Friedrichshafen AG, EXEDY Corporation\uc744 \ud3ec\ud568\ud55c 18\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \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\uc744 \ud3ec\ud568\ud55c \ud3ec\uad04\uc801\uc778 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\uc758 \uacb0\uacfc\ub294 1\ucc28 \ubc0f 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud55c \uacac\uace0\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc5d0 \uae30\ubc18\ud569\ub2c8\ub2e4. 1\ucc28 \uc5f0\uad6c\ub294 \uad6c\ub3d9\uacc4 \uc5d4\uc9c0\ub2c8\uc5b4, \uc560\ud504\ud130\ub9c8\ucf13 \uc720\ud1b5\uc5c5\uccb4, \ucc28\ub7c9 \uc720\uc9c0\ubcf4\uc218 \ucc45\uc784\uc790\uc640\uc758 \uc778\ud130\ubdf0 \ubc0f \uc6cc\ud06c\uc20d \uc124\ubb38\uc870\uc0ac\ub97c \ud3ec\ud568\ud558\uba70, 2\ucc28 \uc5f0\uad6c\ub294 OICA, UN Comtrade, ACEA, NHTSA\uc640 \uac19\uc740 \uc2e0\ub8b0\ub3c4 \ub192\uc740 \uacf5\uac1c \ub370\uc774\ud130\uc14b\uacfc Marklines, D&#038;B Hoovers, Dow Jones Factiva\uc640 \uac19\uc740 \uc720\ub8cc \ub9ac\uc18c\uc2a4\ub97c \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ubcd1\ud589\ud558\uba70, \ub4c0\uc5bc \ud074\ub7ec\uce58 \uc810\uc720\uc728, \ucc28\ub7c9 \uc5f0\ub839, \uc8fc\ud589 \uac70\ub9ac \ucd94\uc138, \uc6d0\uc790\uc7ac \ube44\uc6a9, BEV \ubcf4\uae09\ub960 \ub4f1 \uc8fc\uc694 \ubcc0\uc218\ub4e4\uc744 \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubc0f \uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d\uc744 \ud1b5\ud574 \ucd94\uc801\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8 \ubc0f \uc911\uac04 \uc8fc\uae30 \uc870\uc815\uc744 \ud1b5\ud574 \uc9c0\uc18d\uc801\uc73c\ub85c \uac80\uc99d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ub610\ud55c, \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \ub0b4 \ubbf8\uac1c\ucc99 \uae30\ud68c\uc640 \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc744 \uc2dd\ubcc4\ud558\uc5ec \ubbf8\ub798 \uc131\uc7a5 \uacbd\ub85c\uc5d0 \ub300\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-40987","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\/40987"}],"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=40987"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/40987\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=40987"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=40987"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=40987"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}