{"id":43418,"date":"2026-02-14T15:50:33","date_gmt":"2026-02-14T15:50:33","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/hybrid-electric-vehicle-battery-market-mordor\/"},"modified":"2026-03-27T05:00:20","modified_gmt":"2026-03-26T20:00:20","slug":"hybrid-electric-vehicle-battery-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/hybrid-electric-vehicle-battery-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \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\/hybrid-electric-vehicle-battery-market-1765267826073-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\/hybrid-electric-vehicle-battery-market-size-image-1768490418114.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 CO\u2082 \uaddc\uc81c\uc5d0 \ub530\ub978 HEV \uc0dd\uc0b0\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub9ac\ud2ac \uc774\uc628 $\/kWh\uc758 \uae09\uaca9\ud55c \ud558\ub77d \ubc0f \ub354 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4<\/li>\n<li class=\"toc-level-3\">4.2.3 NiMH\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628 \ud654\ud559\uc73c\ub85c\uc758 OEM \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc800\ube44\uc6a9 \ub9ac\ud2ac \uc774\uc628 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\ub294 48V \ub9c8\uc774\ud06c\ub85c \ud558\uc774\ube0c\ub9ac\ub4dc \ubd90<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc7ac\ud65c\uc6a9 \uc758\ubb34\uc5d0 \ub530\ub978 2\ucc28 \uae08\uc18d \uacf5\uae09<\/li>\n<li class=\"toc-level-3\">4.2.6 AI \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc BMS\ub97c \ud1b5\ud55c \ubc30\ud130\ub9ac \ubcf4\uc99d \uc5f0\uc7a5<\/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 BEV \uacbd\uc7c1 \uc18d \ud575\uc2ec \uae08\uc18d \uacf5\uae09 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ubd80\uc871\ud55c PHEV \uae09\uc18d \ucda9\uc804 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc18c\ud615 \ud329\uc758 \uc5f4 \ud3ed\uc8fc \uc124\uacc4 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc911\uad6d \ubc30\ud130\ub9ac IP\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc870\uc0ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ubc30\ud130\ub9ac \ud654\ud559\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\ud2ac \uc774\uc628 (NMC, NCA, LFP, LTO)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c (NiMH)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub0a9\uc0b0<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc2e0\ud765 \uc804\uace0\uccb4\/\ub098\ud2b8\ub968 \uc774\uc628<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud558\uc774\ube0c\ub9ac\ub4dc\ud654 \uc815\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc (48V MHEV)<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud480 \ud558\uc774\ube0c\ub9ac\ub4dc (HEV)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc (PHEV)<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc8fc\ud589\uac70\ub9ac \ud655\uc7a5 \ud558\uc774\ube0c\ub9ac\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc804\uc555 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 60V \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.3.2 60V ~ 200V<\/li>\n<li class=\"toc-level-3\">5.3.3 200V ~ 400V<\/li>\n<li class=\"toc-level-3\">5.3.4 400V \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucc28\ub7c9 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc774\ub95c\/\uc0bc\ub95c\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.4 \ube44\ub3c4\ub85c\uc6a9 \ubc0f \ud2b9\uc218 \ucc28\ub7c9<\/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 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.2.6 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.2.7 \ub178\ub974\uc6e8\uc774<\/li>\n<li class=\"toc-level-4\">5.5.2.8 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.9 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/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 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Primearth EV Energy (PEVE)<\/li>\n<li class=\"toc-level-3\">6.4.2 Panasonic Energy Co.<\/li>\n<li class=\"toc-level-3\">6.4.3 LG Energy Solution<\/li>\n<li class=\"toc-level-3\">6.4.4 Contemporary Amperex Technology (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI<\/li>\n<li class=\"toc-level-3\">6.4.6 BYD Company Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 AESC (Envision)<\/li>\n<li class=\"toc-level-3\">6.4.8 Gotion High-Tech<\/li>\n<li class=\"toc-level-3\">6.4.9 SK On<\/li>\n<li class=\"toc-level-3\">6.4.10 EnerSys<\/li>\n<li class=\"toc-level-3\">6.4.11 Saft Groupe SA<\/li>\n<li class=\"toc-level-3\">6.4.12 Exide Industries<\/li>\n<li class=\"toc-level-3\">6.4.13 East Penn Manufacturing<\/li>\n<li class=\"toc-level-3\">6.4.14 Hitachi Astemo<\/li>\n<li class=\"toc-level-3\">6.4.15 Amperex Technology Ltd (ATL)<\/li>\n<li class=\"toc-level-3\">6.4.16 Amte Power<\/li>\n<li class=\"toc-level-3\">6.4.17 Clarios<\/li>\n<li class=\"toc-level-3\">6.4.18 Microvast<\/li>\n<li class=\"toc-level-3\">6.4.19 Farasis Energy<\/li>\n<li class=\"toc-level-3\">6.4.20 Romeo Power<\/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 &amp; \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>Mordor Intelligence\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28(HEV) \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \ud06c\uac8c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 260.5\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 656.9\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 20.32%\uc5d0 \uc774\ub97c \uac83\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8(\ub9ac\ud2ac \uc774\uc628, \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c, \ub0a9\uc0b0 \ub4f1), \ud558\uc774\ube0c\ub9ac\ub4dc\ud654 \uc815\ub3c4(\ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc, \ud480 \ud558\uc774\ube0c\ub9ac\ub4dc \ub4f1), \uc804\uc555 \ub4f1\uae09(60V \uc774\ud558, 60~200V, 200~400V, 400V \uc774\uc0c1), \ucc28\ub7c9 \ub4f1\uae09(\uc2b9\uc6a9\ucc28, \uc0c1\uc6a9\ucc28, \uc774\ub95c\/\uc0bc\ub95c\ucc28 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8 \ub4f1)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc694\uc57d<\/p>\n<p>\uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uac15\ud654\ub418\ub294 CO\u2082 \ubc30\ucd9c \uaddc\uc81c\uc5d0 \ub9de\ucdb0 \ud558\uc774\ube0c\ub9ac\ub4dc \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uace0 \uc788\uc73c\uba70, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9 \ud558\ub77d(2024\ub144 kWh\ub2f9 115\ub2ec\ub7ec)\uc740 \ub0b4\uc5f0\uae30\uad00 \ucc28\ub7c9\uacfc\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud5a5\uc0c1, \ub2e4\uc591\ud55c \ud654\ud559 \ubb3c\uc9c8 \uc720\uc5f0\uc131, AI \uae30\ubc18 \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS)\uc740 \uacf5\uae09\uc5c5\uccb4 \uac04 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc0dd\uc0b0 \uc9c0\ubc30\ub825, \uc720\ub7fd\uc758 \uaddc\uc81c \uc758\ubb34, \ubd81\ubbf8\uc758 \ud604\uc9c0 \uc0dd\uc0b0 \uaddc\uc815\uc740 \ud22c\uc790 \ud750\ub984\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \ucc28\uc138\ub300 \uc635\uc158\uc73c\ub85c \uace0\ubc00\ub3c4 \ubc0f \uc548\uc804\uc131\uc744 \uc57d\uc18d\ud558\ub294 \uc804\uace0\uccb4 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ud504\ub85c\ud1a0\ud0c0\uc785\uc5d0 \ub300\ud55c \ud22c\uc790\ub3c4 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d\uc5d0 \ub530\ub974\uba74, \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8\ubcc4\ub85c\ub294 \ub9ac\ud2ac \uc774\uc628\uc774 2025\ub144 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 75.12%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc804\uace0\uccb4 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 34.1%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc\ud654 \uc815\ub3c4\ubcc4\ub85c\ub294 \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc\uac00 2025\ub144 \ucd9c\ud558\ub7c9\uc758 43.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 22.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \ucc28\ub7c9 \ub4f1\uae09\ubcc4\ub85c\ub294 \uc2b9\uc6a9\ucc28\uac00 2025\ub144 \ub9e4\ucd9c\uc758 66.85%\ub97c \uc8fc\ub3c4\ud588\uc73c\uba70, \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ud798\uc785\uc5b4 \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28\ub294 2031\ub144\uae4c\uc9c0 23.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 47.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc758 75% \uc140 \uc0dd\uc0b0 \uc810\uc720\uc728\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 22.3%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   CO\u2082 \uaddc\uc81c\uc5d0 \ub530\ub978 HEV \uc0dd\uc0b0\ub7c9 \uc99d\uac00: \uc720\ub7fd\uc5f0\ud569, \uc911\uad6d, \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 CO\u2082 \uaddc\uc81c\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 100% \ubb34\uacf5\ud574 \ud310\ub9e4 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574 \ud558\uc774\ube0c\ub9ac\ub4dc \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucc28\ub7c9\ub2f9 CO\u2082 \ucd08\uacfc \ubc30\ucd9c\ub7c9 1g\ub2f9 95\uc720\ub85c\uc758 \ubc8c\uae08\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc758 \uacbd\uc81c\uc801 \ud0c0\ub2f9\uc131\uc744 \uba85\ud655\ud788 \ud569\ub2c8\ub2e4. \ud1a0\uc694\ud0c0\uc758 \ud30c\ub098\uc18c\ub2c9\uacfc\uc758 40GWh \ub9ac\ud2ac \uc774\uc628 \uc870\ub2ec \uacc4\uc57d\uacfc \uc2a4\ud154\ub780\ud2f0\uc2a4\uc758 120\ub9cc \ub300 \ud558\uc774\ube0c\ub9ac\ub4dc \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc774\ub7ec\ud55c \ucd94\uc138\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc774\uc911 \ud06c\ub808\ub527 \uc81c\ub3c4 \ub610\ud55c \uc7a5\uac70\ub9ac \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc(PHEV)\uc5d0 \uc778\uc13c\ud2f0\ube0c\ub97c \uc81c\uacf5\ud558\uc5ec OEM\ub4e4\uc774 \ubc30\ud130\ub9ac \ud329\uc744 \ud655\ub300\ud558\ub3c4\ub85d \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ucc45\ub4e4\uc740 \ub300\ubd80\ubd84\uc758 \uc8fc\ub958 \ube0c\ub79c\ub4dc\uc5d0\uc11c \ud558\uc774\ube0c\ub9ac\ub4dc \ucd9c\uc2dc \uc18d\ub3c4\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +4.5%)<br \/>\n*   \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uac00\uaca9 \ud558\ub77d \ubc0f \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \uc99d\uac00: 2024\ub144 \ub9ac\ud2ac \uc774\uc628 \ud329 \uac00\uaca9\uc740 \uc804\ub144 \ub300\ube44 20% \ud558\ub77d\ud558\uc5ec kWh\ub2f9 115\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 2017\ub144 \uc774\ud6c4 \uac00\uc7a5 \uac00\ud30c\ub978 \ud558\ub77d\uc138\uc785\ub2c8\ub2e4. \ud638\uc8fc\uc640 \uce60\ub808\uc758 \uc0c8\ub85c\uc6b4 \uad11\uc0b0 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uac00\ub294 \ud0c4\uc0b0\ub9ac\ud2ac \ubd80\uc871\uc744 \uc644\ud654\ud588\uc2b5\ub2c8\ub2e4. CATL\uc758 \uc140-\ud22c-\ud329(Qilin) \uc124\uacc4\ub294 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c 255Wh\/kg\uc73c\ub85c \ub192\uc5ec \ud329 \ud06c\uae30\ub97c \ub298\ub9ac\uc9c0 \uc54a\uace0\ub3c4 PHEV\uc5d0\uc11c 100km\uc758 \uc804\uae30 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc911\uad6d\uc5d0\uc11c\ub294 LFP \uc140 \uac00\uaca9\uc774 kWh\ub2f9 100\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc838, \uc774\uc804\uc5d0\ub294 \ub0a9\uc0b0 \ubc30\ud130\ub9ac\uac00 \uc0ac\uc6a9\ub418\ub358 \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uc774\ub95c\ucc28 \uc2dc\uc7a5\uc5d0 \uae30\ud68c\ub97c \uc5f4\uc5c8\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +3.8%)<br \/>\n*   OEM\uc758 NiMH\uc5d0\uc11c Li-ion \ud654\ud559 \ubb3c\uc9c8\ub85c\uc758 \uc804\ud658: \ud63c\ub2e4\uc640 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 \uc624\ud558\uc774\uc624 \ud569\uc791 \ud22c\uc790(44\uc5b5 \ub2ec\ub7ec)\ub294 \uc218\uc785 \ud329 \ub300\ube44 20%\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \ud1a0\uc694\ud0c0\ub294 \uac00\uaca9\uc5d0 \ubbfc\uac10\ud55c \uc2dc\uc7a5\uc744 \uc704\ud574 NiMH \uc0dd\uc0b0\uc744 \uc720\uc9c0\ud558\uba74\uc11c\ub3c4, PHEV \ubaa8\ub378\uc744 \ub9ac\ud2ac \uc774\uc628\uc73c\ub85c \uc804\ud658\ud558\uace0 2027\ub144 \ucd9c\uc2dc\ub97c \ubaa9\ud45c\ub85c \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \ud30c\uc77c\ub7ff\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NiMH\uc758 70-80Wh\/kg \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud55c\uacc4\ub294 \uc0c8\ub85c\uc6b4 \uc8fc\ud589 \uac70\ub9ac \uae30\ub300\ub97c \ucda9\uc871\uc2dc\ud0a4\uae30 \uc5b4\ub835\uc9c0\ub9cc, \uc5f4 \uc548\uc815\uc131 \ub355\ubd84\uc5d0 \ube44\uc6a9\uacfc \uc548\uc804\uc131\uc774 \ubc00\ub3c4\ubcf4\ub2e4 \uc911\uc694\ud55c \uacf3\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \uad00\ub828\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud604\ub300, \ud3ed\uc2a4\ubc14\uac90, \ud3ec\ub4dc\ub294 \uc774\ubbf8 \ud5a5\ud6c4 \ud558\uc774\ube0c\ub9ac\ub4dc \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub9ac\ud2ac \uc774\uc628\uc744 \ud45c\uc900\ud654\ud588\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +2.9%)<br \/>\n*   48V \ub9c8\uc774\ud06c\ub85c \ud558\uc774\ube0c\ub9ac\ub4dc \uc2dc\uc7a5\uc758 \uc131\uc7a5: \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc 48V \uc2dc\uc2a4\ud15c\uc740 \ud480 \ud558\uc774\ube0c\ub9ac\ub4dc\uc758 \uc808\ubc18 \uc815\ub3c4\uc758 \ucd94\uac00 \ube44\uc6a9\uc73c\ub85c 15-20%\uc758 \uc5f0\ub8cc \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2a4\ud154\ub780\ud2f0\uc2a4\ub294 \uc5f0\uac04 120\ub9cc \ub300\uc758 48V \uc720\ub2db\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc73c\uba70, \uba54\ub974\uc138\ub370\uc2a4-\ubca4\uce20, BMW, \uc544\uc6b0\ub514\ub294 \uc720\ub7fd \ubaa8\ub378\uc5d0 \uc774 \uc544\ud0a4\ud14d\ucc98\ub97c \uc801\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \ud074\ub77c\ub9ac\uc624\uc2a4(Clarios) \ubc0f \uace0\uc158(Gotion)\uacfc \uac19\uc740 \ubc30\ud130\ub9ac \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 10,000\ud68c \uc0ac\uc774\ud074 \ub0b4\uad6c\uc131\uc744 \uac16\ucd98 \ub9ac\ud2ac \uae30\ubc18 \ud654\ud559 \ubb3c\uc9c8\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +3.2%)<br \/>\n*   \uc7ac\ud65c\uc6a9 \uc758\ubb34\ud654\uc5d0 \ub530\ub978 2\ucc28 \uae08\uc18d \uacf5\uae09: EU\uac00 \uc7ac\ud65c\uc6a9 \uc758\ubb34\ud654\ub97c \uc8fc\ub3c4\ud558\uace0 \ubd81\ubbf8\uac00 \ub4a4\ub530\ub974\uba74\uc11c, \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9\uc744 \ud1b5\ud55c 2\ucc28 \uae08\uc18d \uacf5\uae09\uc774 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +1.8%)<br \/>\n*   AI \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc BMS\ub97c \ud1b5\ud55c \ubc30\ud130\ub9ac \ubcf4\uc99d \uc5f0\uc7a5: AI \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc740 \ubc30\ud130\ub9ac \ubcf4\uc99d \uae30\uac04\uc744 \uc5f0\uc7a5\ud558\uace0 \ud504\ub9ac\ubbf8\uc5c4 \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c \uc911\uc694\ud55c \ucc28\ubcc4\ud654 \uc694\uc18c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +1.5%)<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<\/p>\n<p>*   BEV \uacbd\uc7c1 \uc18d \ud575\uc2ec \uae08\uc18d \uacf5\uae09 \uc704\ud5d8: \ub9ac\ud2ac \uc218\uc694\ub294 2030\ub144\uae4c\uc9c0 2022\ub144 \uc0ac\uc6a9\ub7c9\uc758 6\ubc30\uc778 330\ub9cc \ud1a4\uc5d0 \ub2ec\ud560 \uc218 \uc788\uc73c\uba70, BEV\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc\ubcf4\ub2e4 \ucc28\ub7c9\ub2f9 3~5\ubc30 \ub354 \ub9ce\uc740 \ub9ac\ud2ac\uc744 \uc18c\ube44\ud569\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8\ub294 DRC\uc5d0, \ub2c8\ucf08 \uac00\uacf5\uc740 \uc778\ub3c4\ub124\uc2dc\uc544\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uaca9 \ubcc0\ub3d9\uc131(\ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9\uc774 2022\ub144 8\ub9cc \ub2ec\ub7ec\/\ud1a4\uc5d0\uc11c 2024\ub144 \ub9d0 1\ub9cc \ub2ec\ub7ec\/\ud1a4\uc73c\ub85c \uae09\ub77d)\uc740 \uc0c8\ub85c\uc6b4 \uad11\uc0b0 \ud22c\uc790\uc5d0 \ub300\ud55c \uc758\uc695\uc744 \uc800\ud574\ud569\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \ud329\uc740 \uc808\ub300\uc801\uc778 \ub178\ucd9c\uc740 \uc801\uc9c0\ub9cc, BEV \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ub2e4\ub144 \uacc4\uc57d\uc744 \uccb4\uacb0\ud560 \ub54c \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc744 \ud53c\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: -2.1%)<br \/>\n*   \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ubd80\uc871\ud55c PHEV \uae09\uc18d \ucda9\uc804 \uc778\ud504\ub77c: 2024\ub144 \uc778\ub3c4\uc5d0\ub294 12,146\uac1c\uc758 \uacf5\uacf5 \ucda9\uc804\uae30\uac00 \uc788\uc5c8\uc73c\uba70, \uc774 \uc911 80%\uac00 1\uae09 \ub3c4\uc2dc\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uad50\uc678 \ud1b5\uadfc\uc790\ub4e4\uc5d0\uac8c 50km \uc804\uae30 \uc8fc\ud589 \uac70\ub9ac PHEV\uc758 \uc720\uc6a9\uc131\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc640 \ubca0\ud2b8\ub0a8\uc5d0\uc11c\ub3c4 \uc720\uc0ac\ud55c \uaca9\ucc28\uac00 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uc815\ucc45 \uc785\uc548\uc790\ub4e4\uc740 \uc885\uc885 \uc21c\uc218 BEV\uc5d0 \uc778\uc13c\ud2f0\ube0c\ub97c \uc9d1\uc911\ud558\uc5ec PHEV\uac00 \ubcd1\ud589 \uc778\ud504\ub77c \uc9c0\uc6d0 \uc5c6\uc774 \uc18c\ube44\uc790 \ucc44\ud0dd\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uac8c \ud569\ub2c8\ub2e4. (CAGR \uc601\ud5a5: -1.4%)<br \/>\n*   \uc18c\ud615 \ud329\uc758 \uc5f4 \ud3ed\uc8fc \uc6b0\ub824: \uc18c\ud615 \ubc30\ud130\ub9ac \ud329\uc5d0\uc11c \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \uc5f4 \ud3ed\uc8fc(thermal runaway) \ubb38\uc81c\ub294 EU \ubc0f \ubd81\ubbf8 \uaddc\uc81c \uc9c0\uc5ed\uc5d0\uc11c \uc911\uc694\ud55c \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. (CAGR \uc601\ud5a5: -1.2%)<br \/>\n*   \uc911\uad6d \ubc30\ud130\ub9ac IP\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uac10\uc2dc: \ubd81\ubbf8\uc640 EU \uc9c0\uc5ed\uc5d0\uc11c \uc911\uad6d \ubc30\ud130\ub9ac \uc9c0\uc801 \uc7ac\uc0b0\uad8c\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uac10\uc2dc\uac00 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: -1.8%)<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8\ubcc4: \uc804\uace0\uccb4 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628, \ub9ac\ud2ac \uc774\uc628\uc758 \uc9c0\ubc30\ub825\uc5d0 \ub3c4\uc804<br \/>\n    \ub9ac\ud2ac \uc774\uc628 \uae30\uc220\uc740 2025\ub144 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 75.12%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc804\uace0\uccb4 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\uac04 34.1% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub9ac\ud2ac \uc774\uc628 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 NMC \ubc0f LFP \ud63c\ud569\uc744 \uac1c\uc120\ud558\uc5ec \ucf54\ubc1c\ud2b8 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc774\uace0 \ubd80\ud53c \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1a0\uc694\ud0c0\uc640 \ub2db\uc0b0\uc740 2028\ub144 \uc774\uc804\uc5d0 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uc0c1\uc6a9 \ucd9c\uc2dc\ub97c \uacc4\ud68d\ud558\uace0 \uc788\uc73c\uba70, \ud329 \ud06c\uae30\ub97c \ub298\ub9ac\uc9c0 \uc54a\uace0\ub3c4 \uc804\uae30 \uc8fc\ud589 \uac70\ub9ac\ub97c \ub450 \ubc30\ub85c \ub298\ub9b4 \uc218 \uc788\ub294 500Wh\/kg \uc140\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. CATL\uc758 \ub098\ud2b8\ub968 \uc774\uc628 \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 \uc774\ubbf8 160Wh\/kg\uc744 \uc81c\uacf5\ud558\uba70 \uc6b0\uc218\ud55c \uc800\uc628 \uc720\uc9c0\ub825\uc744 \ubcf4\uc5ec, \ucd94\uc6b4 \uae30\ud6c4\uc758 \ubcf4\uae09\ud615 \ud558\uc774\ube0c\ub9ac\ub4dc\uc5d0 \uc801\ud569\ud55c \ud654\ud559 \ubb3c\uc9c8\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c(NiMH)\uc740 \uc8fc\ub85c \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \uc800\ub834\ud55c \uac00\uaca9\uacfc \uc5f4 \uc548\uc815\uc131\uc774 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ubcf4\ub2e4 \uc911\uc694\ud560 \ub54c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ub0a9\uc0b0 \ubc30\ud130\ub9ac\ub294 \ubcf4\uc870 12V \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc81c\ud55c\ub429\ub2c8\ub2e4. \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 468\uc5b5 \ub2ec\ub7ec\uc5d0 \uc721\ubc15\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc2e0\ud765 \ud654\ud559 \ubb3c\uc9c8\uc740 \uac19\uc740 \ud574\uc5d0 73.5\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ud1a0\uc694\ud0c0\ub294 1,300\uac1c \uc774\uc0c1\uc758 \uc804\uace0\uccb4 \uad00\ub828 \ud2b9\ud5c8\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, CATL\uacfc BYD\ub294 \ud575\uc2ec \uc140-\ud22c-\ud329 \uc124\uacc4\ub97c \ud1b5\uc81c\ud558\ub294 \ub4f1 \ud2b9\ud5c8 \ud658\uacbd\uc774 \uacbd\uc7c1 \ud589\ub3d9\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud558\uc774\ube0c\ub9ac\ub4dc\ud654 \uc815\ub3c4\ubcc4: \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc \uc8fc\ub3c4, PHEV\ub294 \uc5ed\ud48d \uc9c1\uba74<br \/>\n    \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc\ub294 2025\ub144 43.12%\uc758 \ub2e8\uc704 \ud310\ub9e4\ub7c9\uc744 \ub2ec\uc131\ud558\uba70, CO\u2082 \ubaa9\ud45c\ub97c \uc2e0\uc18d\ud558\uac8c \ub2ec\uc131\ud574\uc57c \ud558\ub294 \ucc28\ub7c9\uc5d0 \uac00\uc7a5 \uc800\ub834\ud55c \uaddc\uc81c \uc900\uc218 \uc635\uc158\uc744 \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc\uc5d0 \uc758\ud55c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144 222.4\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 22.6%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \ud480 \ud558\uc774\ube0c\ub9ac\ub4dc\ub294 20\ub144\uac04\uc758 \uc2e0\ub8b0\uc131 \ub370\uc774\ud130 \ub355\ubd84\uc5d0 \uc77c\ubcf8\uacfc \ubd81\ubbf8\uc5d0\uc11c \uc5ec\uc804\ud788 \uc778\uae30\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. PHEV\ub294 \uc720\ub7fd\uc5d0\uc11c \ubc95\uc778 \ucc28\ub7c9 \uc138\uae08 \ud61c\ud0dd\uc744 \ub204\ub9ac\uc9c0\ub9cc, \uae09\uc18d \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c\uac00 \ubd80\uc871\ud55c \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc758 2024\ub144 \uad6c\ub9e4 \ubcf4\uc870\uae08 \ud3d0\uc9c0\ub294 PHEV \ub4f1\ub85d\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc5ec \uc815\ucc45 \ubcc0\ud654\uc5d0 \ub300\ud55c \ubbfc\uac10\uc131\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\uc555 \ub4f1\uae09\ubcc4: 800V \ud50c\ub7ab\ud3fc, \ud504\ub9ac\ubbf8\uc5c4 \uc2dc\uc7a5\uc5d0\uc11c \ubaa8\uba58\ud140 \ud655\ubcf4<br \/>\n    200-400V \ubc94\uc704\uc758 \ubc30\ud130\ub9ac \ud329\uc740 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 48.62%\ub97c \ucc28\uc9c0\ud558\uba70, \ud480 \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uc800\ub834\ud55c PHEV\uc5d0\uc11c \uc9c0\ubc30\uc801\uc774\uc5c8\uc2b5\ub2c8\ub2e4. 400V \uc774\uc0c1 \ud329, \ud2b9\ud788 800V \uc544\ud0a4\ud14d\ucc98\ub294 \ud3ec\ub974\uc250, \ud604\ub300, \uc81c\ub108\ub7f4 \ubaa8\ud130\uc2a4\uac00 20\ubd84 \ubbf8\ub9cc\uc758 \uae09\uc18d \ucda9\uc804\uc744 \ud504\ub9ac\ubbf8\uc5c4 \ucc28\ubcc4\ud654 \uc694\uc18c\ub85c \ub0b4\uc138\uc6b0\uba74\uc11c \uc5f0\uac04 24.8% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 800V \uc2dc\uc2a4\ud15c\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \ube44\uc6a9\uc774 \ud558\ub77d\ud558\uace0 \uc778\ud504\ub77c\uac00 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 12.35%\uc5d0 \ub3c4\ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 48V \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc\ub97c \uc911\uc2ec\uc73c\ub85c \ud558\ub294 60V \uc774\ud558 \ud50c\ub7ab\ud3fc\uc740 \uace0\uc804\uc555 \uc548\uc804 \uaddc\uc81c\ub97c \ud53c\ud558\uc5ec \ud558\ub124\uc2a4 \ubc0f \uad50\uc721 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. 60V\uc5d0\uc11c 200V \uc0ac\uc774\uc5d0\uc11c\ub294 \ud1a0\uc694\ud0c0 \ud504\ub9ac\uc6b0\uc2a4\ub97c \ube44\ub86f\ud55c \uae30\uc874 NiMH \ud558\uc774\ube0c\ub9ac\ub4dc\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucc28\ub7c9 \ub4f1\uae09\ubcc4: \uc774\ub95c\ucc28 \uae09\uc99d, \uc2b9\uc6a9\ucc28\ub294 \uc815\uccb4<br \/>\n    \uc2b9\uc6a9\ucc28\ub294 2025\ub144 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 66.85%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ub9ce\uc740 OEM\uc774 R&#038;D \uc608\uc0b0\uc744 BEV\ub85c \uc804\ud658\ud558\uba74\uc11c \ud55c \uc790\ub9bf\uc218 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc778\ub3c4, \ubca0\ud2b8\ub0a8, \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28\ub294 180\ub2ec\ub7ec\uc758 FAME II \ubcf4\uc870\uae08\uacfc \ud655\uc0b0\ub418\ub294 \ubc30\ud130\ub9ac \uad50\ud658 \uc0dd\ud0dc\uacc4\uc5d0 \ud798\uc785\uc5b4 23.5%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub95c\ucc28 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 73.1\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0c1\uc6a9\ucc28, \ud2b9\ud788 \ub3c4\uc2dc \ubc84\uc2a4\ub294 \ud68c\uc0dd \uc81c\ub3d9 \uc774\uc810\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud574 3,000\ud68c \uc774\uc0c1\uc758 \uc0ac\uc774\ud074\uc744 \uac00\uc9c4 \ub9ac\ud2ac-\uc778\uc0b0\ucca0(LFP) \ud329\uc744 \uc0ac\uc6a9\ud558\uba70, 2031\ub144\uae4c\uc9c0 104.2\uc5b5 \ub2ec\ub7ec\uc5d0 \uc721\ubc15\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 47.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc758 75% \uc140 \uc0dd\uc0b0 \uc810\uc720\uc728\uacfc CATL\uc758 37.5% \uacf5\uae09\uc5c5\uccb4 \uc9c0\uc704\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 22.3%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud55c\uad6d \ubc0f \uc77c\ubcf8 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc9c0\uc815\ud559\uc801 \uc7a5\ubcbd\uc744 \ud53c\ud558\uae30 \uc704\ud574 \ubbf8\uad6d\uacfc \uc720\ub7fd\uc5d0\uc11c \uc0dd\uc0b0\uc744 \ud604\uc9c0\ud654\ud558\uace0 \uc788\uc9c0\ub9cc, \uace0\ubd80\uac00\uac00\uce58 \uc804\uadf9 \ubc0f \ubd84\ub9ac\ub9c9\uc740 \uad6d\ub0b4 \uacf5\uc7a5\uc5d0\uc11c \uacc4\uc18d \ucd9c\ud558\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uae09\uc131\uc7a5\ud558\ub294 \uc774\ub95c\ucc28 \ubd80\ubb38\uc740 \uc218\uc785 \uc140\uc5d0 \uc758\uc874\ud558\uba70, 24\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c(PLI) \uc81c\ub3c4\ub294 \uc774\ub7ec\ud55c \uacf5\uae09 \uaca9\ucc28\ub97c \ud574\uc18c\ud558\uace0\uc790 \ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2025\ub144 \ub9e4\ucd9c\uc758 28.15%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubcf4\uc870\uae08 \ucca0\ud68c\ub294 PHEV \uc218\uc694\uc5d0 \ud0c0\uaca9\uc744 \uc8fc\uc5c8\uc9c0\ub9cc, \ubc95\uc778 \ucc28\ub7c9\uc740 \uc5ec\uc804\ud788 \uc138\uae08 \ud61c\ud0dd \ub54c\ubb38\uc5d0 PHEV\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. EU \ubc30\ud130\ub9ac \uaddc\uc815\uc740 \uc774\uc81c \ud0c4\uc18c \ubc1c\uc790\uad6d \uc120\uc5b8 \ubc0f \uc7ac\ud65c\uc6a9 \uc784\uacc4\uac12\uc744 \uc758\ubb34\ud654\ud558\uc5ec \uae30\uac00\ud329\ud1a0\ub9ac \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc744 \ud3d0\uc1c4 \ub8e8\ud504 \ubaa8\ub378\ub85c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc \uc0bc\uc131SDI\ub294 \ud3f4\ub780\ub4dc\uc640 \ud5dd\uac00\ub9ac\uc5d0\uc11c \ub300\uaddc\ubaa8 \ud504\ub85c\uc81d\ud2b8\ub97c \ucd94\uc9c4\ud558\uc5ec \uc9c0\uc5ed \uacf5\uae09\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \ub9e4\ucd9c\uc758 17.65%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \ubd80\ud488 \uc6d0\uc0b0\uc9c0 \uaddc\uc815\uc740 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131SDI, \ud30c\ub098\uc18c\ub2c9\uc73c\ub85c\ubd80\ud130 115\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubc30\ud130\ub9ac \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub294 \ub204\uc5d0\ubcf4\ub808\uc628\uc5d0\uc11c \ubb34\uad00\uc138 \ud329 \uc870\ub9bd\uc744 \uc7a5\ub824\ud558\uc5ec \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1(near-shoring) \ub300\uc548\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8 \ubc0f \uc911\ub3d9-\uc544\ud504\ub9ac\uce74: \ud569\uccd0\uc11c 6.85%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc758 \uc5d0\ud0c4\uc62c-\ud558\uc774\ube0c\ub9ac\ub4dc \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 UAE\uc758 \uc804\uae30 \ubc84\uc2a4 \ub3c4\uc785\uc740 \ub2e4\uc591\ud55c \uc9c0\uc5ed \uc804\ub7b5\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uc778 CATL, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, BYD, \ud30c\ub098\uc18c\ub2c9, \uc0bc\uc131SDI\ub294 2024\ub144 \ub9e4\ucd9c\uc758 68%\ub97c \ucc28\uc9c0\ud558\uc5ec \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \uc9d1\uc911\ub3c4\uac00 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc784\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. 16.4%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uac00\uc9c4 \uc218\uc9c1 \ud1b5\ud569\ud615 BYD\ub294 \uc591\uadf9\uc7ac, \uc74c\uadf9\uc7ac, \ubaa8\ub4c8 \uc0dd\uc0b0\uc744 \uc790\uccb4\uc801\uc73c\ub85c \uc218\ud589\ud558\uc5ec \ub9ac\ub4dc \ud0c0\uc784\uc744 \ucd5c\uc18c\ud654\ud569\ub2c8\ub2e4. CATL\uc758 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ubc30\ud130\ub9ac \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc740 10\ub144 \ubcf4\uc99d\uc744 \uc9c0\uc6d0\ud558\uace0 \uac31\uc2e0 \uc218\uc785\uc6d0\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4. \ud3ec\ub4dc, \uc2a4\ud154\ub780\ud2f0\uc2a4, \uc81c\ub108\ub7f4 \ubaa8\ud130\uc2a4\uc640 \uac19\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uacf5\uae09\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ubbf8\uad6d \ubc0f \uc720\ub7fd \uae30\uac00\ud329\ud1a0\ub9ac\uc5d0 \uacf5\ub3d9 \ud22c\uc790\ud558\uace0 \uc788\uc73c\uba70, \ud14c\uc2ac\ub77c\uc758 4680 \uc6d0\ud1b5\ud615 \uc140 \uc0dd\uc0b0 \ud655\ub300\ub294 2026\ub144\uae4c\uc9c0 \uc678\ubd80 \uc758\uc874\ub3c4\ub97c \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>Microvast, Farasis, Svolt\uc640 \uac19\uc740 \uc911\uacac \uae30\uc5c5\ub4e4\uc740 \uae09\uc18d \ucda9\uc804 \uc0c1\uc6a9\ucc28, \uace0\ub2c8\ucf08 \ud504\ub9ac\ubbf8\uc5c4 \ud558\uc774\ube0c\ub9ac\ub4dc, \ucf54\ubc1c\ud2b8 \ud504\ub9ac LFP \uc140\uacfc \uac19\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uace0\uccb4 \uc804\ud574\uc9c8, \uc2e4\ub9ac\ucf58 \uae30\ubc18 \uc74c\uadf9\uc7ac, \uc140-\ud22c-\ud329 \uad6c\uc870\uc758 \uc9c0\uc801 \uc7ac\uc0b0\uad8c(IP)\uc740 2027\ub144 \uc774\ud6c4 \ucc28\uc138\ub300 \ud654\ud559 \ubb3c\uc9c8\uc774 \uc0c1\uc6a9\ud654\ub420 \ub54c \uacb0\uc815\uc801\uc778 \uc694\uc18c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \ubb34\uc5ed \uc815\ucc45 \ub610\ud55c \uacbd\uc7c1 \uc6b0\uc704\uc758 \uc911\uc694\ud55c \uc694\uc18c\ub85c \uc791\uc6a9\ud558\uba70, \ud55c\uad6d \ubc0f \uc77c\ubcf8 \uae30\uc5c5\ub4e4\uc740 \ubbf8\uad6d \uaddc\uc815 \ud558\uc5d0 &#8220;\uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ub3d9\ub9f9\uad6d&#8221; \uc9c0\uc704\uc758 \ud61c\ud0dd\uc744 \ubc1b\ub294 \ubc18\uba74, \uc911\uad6d \ub300\uae30\uc5c5\ub4e4\uc740 \ud604\uc9c0 \ud569\uc791 \ud22c\uc790\ub97c \uc124\ub9bd\ud558\uac70\ub098 \ubc30\uc81c\ub420 \uc704\ud5d8\uc744 \uac10\uc218\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354:<\/p>\n<p>*   Primearth EV Energy (\ud1a0\uc694\ud0c0-\ud30c\ub098\uc18c\ub2c9 \ud569\uc791)<br \/>\n*   Panasonic Energy Co.<br \/>\n*   LG Energy Solution<br \/>\n*   CATL<br \/>\n*   Samsung SDI<br \/>\n    (*\uc8fc: \uc8fc\uc694 \uae30\uc5c5\uc740 \ud2b9\uc815 \uc21c\uc11c \uc5c6\uc774 \ub098\uc5f4\ub428)<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2024\ub144 10\uc6d4: CATL\uc740 200Wh\/kg\uc758 3\uc138\ub300 \ub098\ud2b8\ub968 \uc774\uc628 \uc140\uc744 \uacf5\uac1c\ud588\uc73c\uba70, \uc774\ub294 \uc800\uc628 \ud558\uc774\ube0c\ub9ac\ub4dc \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud55c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: \uc0bc\uc131SDI\uc640 \uc81c\ub108\ub7f4 \ubaa8\ud130\uc2a4\ub294 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc778\ub514\uc560\ub098 \ud30c\uc6b0\uce58 \uc140 \uacf5\uc7a5 \ucc29\uacf5\uc2dd\uc744 \uac00\uc84c\uc73c\uba70, 2026\ub144 \uac00\ub3d9\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2024\ub144 8\uc6d4: \ud30c\ub098\uc18c\ub2c9\uc740 \uce94\uc790\uc2a4 4680 \uc140 \uc0dd\uc0b0\ub7c9\uc744 40GWh\ub85c \ub298\ub9ac\uace0 \uc2a4\ubc14\ub8e8\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \ud504\ub85c\uadf8\ub7a8\uc744 \uc0c8\ub85c\uc6b4 \uace0\uac1d\uc73c\ub85c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 4\uc6d4: LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc740 55\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc5d0\uc11c \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud588\uc73c\uba70, \uc790\ub3d9\ud654\ub41c \uc140-\ud22c-\ud329 \ub77c\uc778\uc744 \ud1b5\ud574 \uc5f0\uac04 40GWh\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28(HEV) \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. HEV \ubc30\ud130\ub9ac\ub294 \ub0b4\uc5f0\uae30\uad00\uacfc \uc804\uae30 \ucd94\uc9c4 \uc2dc\uc2a4\ud15c\uc744 \uacb0\ud569\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc758 \uc804\uae30 \ubaa8\ud130\uc5d0 \uc804\ub825\uc744 \uacf5\uae09\ud558\ub294 \ucda9\uc804\uc2dd \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc73c\ub85c, \ud68c\uc0dd \uc81c\ub3d9 \uc2dc \uc5d0\ub108\uc9c0 \ud3ec\uc9d1 \ubc0f \uc800\uc7a5, \uac00\uc18d \uc2dc \ucd94\uac00 \ub3d9\ub825 \uc81c\uacf5\uc5d0 \ud544\uc218\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c HEV \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2026\ub144 260\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 656\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 \uc5f0\ud3c9\uade0 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ub098\ud0c0\ub0b4\uba70 \uc2dc\uc7a5\uc758 \uac15\ub825\ud55c \ud655\uc7a5\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \u25b2\uc774\uc0b0\ud654\ud0c4\uc18c(CO\u2082) \ubc30\ucd9c \uaddc\uc81c \uac15\ud654\uc5d0 \ub530\ub978 HEV \uc0dd\uc0b0\ub7c9 \uc99d\uac00 \u25b2\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uac00\uaca9 \ud558\ub77d \ubc0f \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud5a5\uc0c1 \u25b2OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uae30\uc5c5\ub4e4\uc758 \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c(NiMH)\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\ub85c\uc758 \uc804\ud658 \u25b248V \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc(MHEV) \ucc28\ub7c9\uc758 \ud655\uc0b0\uc73c\ub85c \uc778\ud55c \uc800\ube44\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\ub300 \u25b2\uc7ac\ud65c\uc6a9 \uc758\ubb34\ud654\uc5d0 \ub530\ub978 2\ucc28 \uae08\uc18d \uacf5\uae09 \ud655\ub300 \u25b2AI \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc BMS(\ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c)\ub97c \ud1b5\ud55c \ubc30\ud130\ub9ac \ubcf4\uc99d \uae30\uac04 \uc5f0\uc7a5 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 48V \ub9c8\uc77c\ub4dc \ud558\uc774\ube0c\ub9ac\ub4dc\ub294 \ud480 \ud558\uc774\ube0c\ub9ac\ub4dc \ub300\ube44 \uc808\ubc18 \uc218\uc900\uc758 \ube44\uc6a9\uc73c\ub85c \ucd5c\ub300 20%\uc758 CO\u2082 \uac10\ucd95 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud558\uc5ec \uacbd\uc81c\uc801\uc778 \uaddc\uc81c \uc900\uc218 \ubc29\uc548\uc73c\ub85c \uac01\uad11\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \u25b2\uc21c\uc218 \uc804\uae30\ucc28(BEV)\uc640\uc758 \uacbd\uc7c1 \uc2ec\ud654\uc5d0 \ub530\ub978 \ud575\uc2ec \uae08\uc18d \uacf5\uae09 \uc704\ud5d8 \u25b2\uc2e0\ud765 \uc2dc\uc7a5(EMs)\uc5d0\uc11c\uc758 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc(PHEV) \uae09\uc18d \ucda9\uc804 \uc778\ud504\ub77c \ubd80\uc871 \u25b2\uc18c\ud615 \ubc30\ud130\ub9ac \ud329\uc758 \uc5f4 \ud3ed\uc8fc(Thermal-runaway) \uc124\uacc4 \ubb38\uc81c \u25b2\uc911\uad6d \ubc30\ud130\ub9ac \uc9c0\uc801\uc7ac\uc0b0\uad8c(IP)\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uac10\uc2dc \uac15\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \ud654\ud559(\ub9ac\ud2ac \uc774\uc628, NiMH, \ub0a9\uc0b0, \uc2e0\ud765 \uace0\uccb4\/\ub098\ud2b8\ub968 \uc774\uc628), \ud558\uc774\ube0c\ub9ac\ub4dc\ud654 \uc815\ub3c4(\ub9c8\uc77c\ub4dc, \ud480, \ud50c\ub7ec\uadf8\uc778, \ub808\uc778\uc9c0 \uc775\uc2a4\ud150\ub354), \uc804\uc555 \ub4f1\uae09, \ucc28\ub7c9 \ub4f1\uae09, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud2b9\ud788, \uace0\uccb4 \ubc30\ud130\ub9ac \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ud654\ud559\uc740 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc640 \ud5a5\uc0c1\ub41c \uc548\uc804\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 34.1%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ub3d9\ud5a5\uc744 \uc0b4\ud3b4\ubcf4\uba74, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc804 \uc138\uacc4 \uc140 \uc0dd\uc0b0\ub7c9\uc758 75%\uc640 \ub9e4\ucd9c \uc810\uc720\uc728 47.35%\ub97c \ucc28\uc9c0\ud558\uba70 HEV \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc8fc\ub85c \uc911\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \uce21\uba74\uc5d0\uc11c\ub294, \uc720\ub7fd\uc5f0\ud569(EU) \ubc30\ud130\ub9ac \uaddc\uc81c\uac00 2030\ub144\uae4c\uc9c0 \ub9ac\ud2ac \ud68c\uc218\uc728 63%\ub97c \uc758\ubb34\ud654\ud568\uc5d0 \ub530\ub77c \uae30\uac00\ud329\ud1a0\ub9ac\ub4e4\uc774 \uaddc\uc81c \uc900\uc218 \ubc0f \ube44\uc6a9 \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 2026\ub144 \uc774\ud6c4 \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac \ubd80\ud488\uc744 \ud3ec\ud568\ud55c \ucc28\ub7c9\uc5d0 \ub300\ud55c \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\ud55c\ud558\uc5ec \ud55c\uad6d \ubc0f \uc77c\ubcf8 \uae30\uc5c5\ub4e4\uc758 \ubd81\ubbf8 \uae30\uac00\ud329\ud1a0\ub9ac \ud22c\uc790 \uac00\uc18d\ud654\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, M&#038;A, \ud30c\ud2b8\ub108\uc2ed \ub4f1 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uadf8\ub9ac\uace0 Primearth EV Energy (PEVE), Panasonic Energy, LG Energy Solution, CATL, Samsung SDI, BYD \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860\uc801\uc73c\ub85c, HEV \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 \uae30\uc220 \ubc1c\uc804, \ud658\uacbd \uaddc\uc81c, \uadf8\ub9ac\uace0 \uacbd\uc81c\uc801 \uc694\uc778\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc2e0\ud765 \ubc30\ud130\ub9ac \uae30\uc220\uacfc \uc9c0\uc5ed\ubcc4 \uaddc\uc81c \ubcc0\ud654\uac00 \uc2dc\uc7a5\uc758 \ubbf8\ub798\ub97c \ud615\uc131\ud558\ub294 \uc911\uc694\ud55c \uc694\uc18c\uac00 \ub420 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