{"id":46490,"date":"2026-02-19T08:15:51","date_gmt":"2026-02-19T08:15:51","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-battery-manufacturing-equipment-market-mordor\/"},"modified":"2026-09-25T01:46:39","modified_gmt":"2026-09-24T16:46:39","slug":"global-battery-manufacturing-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-battery-manufacturing-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-battery-manufacturing-equipment-market-1753273790540-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\/global-battery-manufacturing-equipment-market-size-image-1770996439141.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 \uae09\uc99d\ud558\ub294 EV \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 \uacc4\ud68d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc815\ubd80 \ubcf4\uc870\uae08 \ubc0f IRA \uc8fc\ub3c4\uc758 \uad6d\ub0b4 \uc0dd\uc0b0 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud558\ub77d\ud558\ub294 GWh\ub2f9 \uae30\uac00\ud329\ud1a0\ub9ac CAPEX<\/li>\n<li class=\"toc-level-3\">4.2.4 \uace0\ucc98\ub9ac\ub7c9 \ub77c\uc778\uc774 \ud544\uc694\ud55c \uadf8\ub9ac\ub4dc \uaddc\ubaa8 ESS \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.5 \uac74\uc2dd \uc804\uadf9 \ubc0f \ubb34\uc6a9\ub9e4 \ucf54\ud305 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 AI \uae30\ubc18 \uc778\ub77c\uc778 \uac80\uc0ac\ub97c \ud1b5\ud55c OEE \ud5a5\uc0c1<\/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 \ud134\ud0a4 \ub77c\uc778\uc758 \ub192\uc740 CAPEX \ubc0f \uae34 \ud68c\uc218 \uae30\uac04<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uc8fc\ubb38 \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc140 \uc870\ub9bd \uc790\ub3d9\ud654 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.4 \uac15\ud654\ub418\ub294 \uc6a9\ub9e4 \uc0ac\uc6a9 \uaddc\uc81c (NMP, VOC)<\/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 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/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<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc804\uace0\uccb4<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub098\ud2b8\ub968 \uc774\uc628<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub0a9\ucd95<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub2c8\ucf08 \uae30\ubc18<\/li>\n<li class=\"toc-level-3\">5.1.6 \ud750\ub984 \uc804\uc9c0 (\uc544\uc5f0-\ube0c\ub86c, \ubc14\ub098\ub4d0 \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\uacc4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ucf54\ud305 \ubc0f \uac74\uc870 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.2.2 \uce98\ub9b0\ub354\ub9c1 \ud504\ub808\uc2a4<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud63c\ud569 \ubc0f \uade0\uc9c8\ud654 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc2ac\ub9ac\ud305 \uba38\uc2e0<\/li>\n<li class=\"toc-level-3\">5.2.5 \ub808\uc774\uc800 \ub178\uce6d \ubc0f \uc808\ub2e8<\/li>\n<li class=\"toc-level-3\">5.2.6 \uc804\uadf9 \uc2a4\ud0dc\ud0b9<\/li>\n<li class=\"toc-level-3\">5.2.7 \uc9c4\uacf5 \uac74\uc870 \ubc0f \ud0c8\uae30<\/li>\n<li class=\"toc-level-3\">5.2.8 \uc804\ud574\uc561 \uc8fc\uc785<\/li>\n<li class=\"toc-level-3\">5.2.9 \uc870\ub9bd \ubc0f \ud578\ub4e4\ub9c1 \ub85c\ubd07<\/li>\n<li class=\"toc-level-3\">5.2.10 \ud65c\uc131\ud654 \ubc0f \ud14c\uc2a4\ud2b8 \ub77c\uc778<\/li>\n<li class=\"toc-level-3\">5.2.11 \ud3ec\uc7a5 \ubc0f \ubc00\ubd09<\/li>\n<li class=\"toc-level-3\">5.2.12 \uc7ac\ud65c\uc6a9 \ubc0f \ube14\ub799\ub9e4\uc2a4 \ucc98\ub9ac \uc7a5\ube44<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc790\ub3d9\ud654 \uc218\uc900\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc218\ub3d9\/\uc2e4\ud5d8\uc2e4 \uaddc\ubaa8<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubc18\uc790\ub3d9<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc644\uc804 \uc790\ub3d9<\/li>\n<li class=\"toc-level-3\">5.3.4 AI \uac10\ub3c5 &#8220;\ubb34\uc778&#8221; \ub77c\uc778<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc790\ub3d9\ucc28 OEM \ubc0f Tier-1<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.4.3 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc0b0\uc5c5 \ubc0f \uc804\ub3d9 \uacf5\uad6c<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.6 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790<\/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 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.2.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.8 \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 \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 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \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(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 D\u00fcrr AG<\/li>\n<li class=\"toc-level-3\">6.4.2 Wuxi Lead Intelligent Equipment Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 Yinghe Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Manz AG<\/li>\n<li class=\"toc-level-3\">6.4.5 Hitachi High-Tech Corp.<\/li>\n<li class=\"toc-level-3\">6.4.6 Schuler AG<\/li>\n<li class=\"toc-level-3\">6.4.7 Andritz AG<\/li>\n<li class=\"toc-level-3\">6.4.8 Sovema Group S.p.A.<\/li>\n<li class=\"toc-level-3\">6.4.9 Komori Corp.<\/li>\n<li class=\"toc-level-3\">6.4.10 B\u00fchler Group<\/li>\n<li class=\"toc-level-3\">6.4.11 Hanwha Machinery<\/li>\n<li class=\"toc-level-3\">6.4.12 PNT Group<\/li>\n<li class=\"toc-level-3\">6.4.13 ABB Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Siemens AG<\/li>\n<li class=\"toc-level-3\">6.4.15 IPG Photonics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.16 TMAX (Xiamen Tmax Battery Equipments)<\/li>\n<li class=\"toc-level-3\">6.4.17 TOB New Energy Technology Co.<\/li>\n<li class=\"toc-level-3\">6.4.18 ACEY New Energy Technology<\/li>\n<li class=\"toc-level-3\">6.4.19 Festo AG<\/li>\n<li class=\"toc-level-3\">6.4.20 Honeywell International Inc.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \ubc30\ud130\ub9ac \ud654\ud559(\ub9ac\ud2ac\uc774\uc628, \uc804\uace0\uccb4 \ub4f1), \uae30\uacc4 \uc720\ud615(\ucf54\ud305 \ubc0f \uac74\uc870 \uc2dc\uc2a4\ud15c, \ud3ec\uba54\uc774\uc158 \ubc0f \ud14c\uc2a4\ud2b8 \ub77c\uc778 \ub4f1), \uc790\ub3d9\ud654 \uc218\uc900(\uc644\uc804 \uc790\ub3d9, AI \uac10\ub3c5 &#8220;\ubb34\uc778&#8221; \ub77c\uc778 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\uc790\ub3d9\ucc28 OEM \ubc0f Tier-1, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ub4f1)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2025\ub144 170.9\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 180.2\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 234.3\uc5b5 \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.41%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc73c\uba70, \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uafb8\uc900\ud55c \uc131\uc7a5\uc138 \uc774\uba74\uc5d0\ub294 \uc804\ub7b5\uc801\uc778 \ubcc0\ud654\uac00 \uc228\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc640 \uadf8\ub9ac\ub4dc \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uac1c\ubc1c\uc5c5\uccb4\ub4e4\uc740 \ub2e4\uac00\uc624\ub294 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uc5c5\uadf8\ub808\uc774\ub4dc \uc8fc\uae30\uc5d0 \uc55e\uc11c \ud134\ud0a4 \ub77c\uc778 \uad6c\ub9e4\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\ube44 \uad50\uccb4 \uc8fc\uae30\ub97c \ub2e8\ucd95\uc2dc\ud0a4\uace0 \ubaa8\ub4c8\ud615 \ud50c\ub7ab\ud3fc\uc744 \uc81c\uacf5\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uacfc \uc720\ub7fd \ub137\uc81c\ub85c \uc0b0\uc5c5\ubc95(Net-Zero Industry Act)\uacfc \uac19\uc740 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\ub294 \uc9c0\uc5ed\ubcc4 \uc218\uc694\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uad6c\ub9e4\uc790\ub4e4\uc774 \uc704\ud5d8\uc744 \ud558\ub958\ub85c \uc804\uac00\ud558\ub294 \uc778\ub371\uc2a4 \uc870\ud56d\uc744 \ud3ec\ud568\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uae09\uc99d\ud558\ub294 \uc804\uae30\ucc28 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 \uacc4\ud68d: 2024\ub144 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 2023\ub144 \ub300\ube44 3\ubc30\uc5d0 \ub2ec\ud558\ub294 1.2TWh \uaddc\ubaa8\uc758 \uc2e0\uaddc \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \uc18d\uc5d0\uc11c \uacf5\uae09\ub9dd\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc140 \uc0dd\uc0b0\uc744 \ub0b4\uc7ac\ud654\ud558\ub824\ub294 \uae30\uc5c5\ub4e4\uc758 \uc6c0\uc9c1\uc784\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \ud3ec\ub4dc, GM, \ud3ed\uc2a4\ubc14\uac90, \ud14c\uc2ac\ub77c \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \ud1b5\ud574 \uc0dd\uc0b0 \ub77c\uc778\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \ud14c\uc2ac\ub77c\uc758 4680 \uac74\uc2dd \uc804\uadf9 \uacf5\uc815 \ud22c\uc790\ub294 \ucc28\uc138\ub300 \ud3ec\ub9f7\uc774 kWh\ub2f9 \uc140 \ube44\uc6a9\uc744 \ub0ae\ucd94\uba74\uc11c\ub3c4 \ub77c\uc778\ub2f9 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ub450 \ubc30\ub85c \ub298\ub9b4 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80 \ubcf4\uc870\uae08 \ubc0f IRA \uc8fc\ub3c4 \uc628\uc1fc\uc5b4\ub9c1: \ubbf8\uad6d IRA\uc758 \uc140\ub2f9 45\ub2ec\ub7ec\/kWh\uc758 \ucca8\ub2e8 \uc81c\uc870 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub294 \ubd81\ubbf8 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uacbd\uc81c\uc131\uc744 \ub4b7\ubc1b\uce68\ud558\uba70, \ud30c\ub098\uc18c\ub2c9, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, SK\uc628 \ub4f1\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ub137\uc81c\ub85c \uc0b0\uc5c5\ubc95 \ub610\ud55c \uc7a5\ube44 \ud22c\uc790\uc561\uc758 \ucd5c\ub300 40%\uc5d0 \ub2ec\ud558\ub294 \ud22c\uc790 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc9c0\ub9cc, \uc790\uae08 \uc9d1\ud589 \uc9c0\uc5f0\uc73c\ub85c \uc8fc\ubb38\uc774 \uc9c0\uc5f0\ub418\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc640 \uc77c\ubcf8 \uc5ed\uc2dc \uc9c0\uc5ed \ucf58\ud150\uce20 \uc694\uad6c\uc0ac\ud56d \ubc0f \uad6d\ub0b4 \uae30\uc220 \ubcf4\ud638\ub97c \uc704\ud55c \ubcf4\uc870\uae08\uc744 \ud1b5\ud574 \uc790\uad6d \ub0b4 \ubc30\ud130\ub9ac \uc7a5\ube44 \uc0b0\uc5c5\uc744 \uc721\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c ESS \uad6c\ucd95\uc744 \uc704\ud55c \uace0\ucc98\ub9ac\ub7c9 \ub77c\uc778 \uc218\uc694: 4\uc2dc\uac04 \ubc0f 8\uc2dc\uac04 \uc9c0\uc18d\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ud504\ub85c\uc81d\ud2b8\ub294 \uae30\uc874 \uc6d0\ud1b5\ud615 \ud234\ub9c1\uacfc \ud638\ud658\ub418\uc9c0 \uc54a\ub294 \uac01\ud615 \ud3ec\ub9f7\uc744 \uc694\uad6c\ud558\uba70, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4\uc758 \uc7a5\ube44 \uc218\uc694\ub97c 14.7% CAGR\ub85c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ud2f8\ub9ac\ud2f0 \uae30\uc5c5\ub4e4\uc740 \uc0ac\uc774\ud074 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \ub300\ud615 \uc140\uc758 \ucda9\uc804 \uc0c1\ud0dc \uc77c\uad00\uc131\uc744 \uac1c\uc120\ud558\ub294 \uace0\ucc98\ub9ac\ub7c9 \ub77c\uc778\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \ubbf8\uad6d \uadf8\ub9ac\ub4dc \uacbd\ub9e4\ub294 IRA \ud06c\ub808\ub527\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ubbf8\uad6d\uc0b0 \ucf58\ud150\uce20\ub97c \uba85\uc2dc\ud558\uba70, \uc774\ub294 \ud604\uc9c0 \uc870\ub9bd \ud5c8\ube0c\ub97c \uac1c\uc124\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uac74\uc2dd \uc804\uadf9 \ubc0f \ubb34\uc6a9\ub9e4 \ucf54\ud305 \ucc44\ud0dd: \ud14c\uc2ac\ub77c\uc758 \uac74\uc2dd \uc804\uadf9 \uacf5\uc815\uc740 \ub77c\uc778 \uae38\uc774\ub97c 35%, \uc5d0\ub108\uc9c0 \uc0ac\uc6a9\ub7c9\uc744 50kWh\/m\u00b2 \ub2e8\ucd95\ud558\uba70, \uc2b5\uc2dd \ucf54\ud305 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc758 98.2%\ub97c \ub2ec\uc131\ud558\uace0 CAPEX\ub97c 32% \uc808\uac10\ud569\ub2c8\ub2e4. CATL\uc740 \uc911\uad6d\uc758 \uc5c4\uaca9\ud55c 2025\ub144 \ub300\uae30\uc9c8 \uaddc\uc81c\uc5d0 \ub300\ube44\ud558\uc5ec Wuxi Lead\uc758 \uac74\uc2dd \ucf54\ud305 \ubaa8\ub4c8\ub85c \ub77c\uc778\uc744 \uac1c\uc870\ud558\uc5ec VOC \ubc30\ucd9c\ub7c9\uc744 40% \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud000\ud140\uc2a4\ucf00\uc774\ud504\uc758 \ubd84\ub9ac\ub9c9 \uc5c6\ub294 \uc544\ud0a4\ud14d\ucc98\ub294 \uc2b5\uc2dd \ucf54\ud305\uc744 \uc81c\uac70\ud558\uc5ec \uc138 \uac00\uc9c0 \uae30\uc874 \ub2e8\uacc4\ub97c \ub2e8\uc77c \uc9c4\uacf5 \uc99d\ucc29 \uacf5\uc815\uc73c\ub85c \uc555\ucd95\ud558\uace0 \uc7a5\ube44 \uc124\uce58 \uacf5\uac04\uc744 60% \ucd95\uc18c\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ub192\uc740 CAPEX \ubc0f \ud134\ud0a4 \ub77c\uc778\uc758 \uae34 \ud22c\uc790 \ud68c\uc218 \uae30\uac04: 10GWh \uc644\uc804 \uc790\ub3d9\ud654 \ub9ac\ud2ac\uc774\uc628 \ub77c\uc778 \uad6c\ucd95\uc5d0\ub294 6\uc5b5 5\ucc9c\ub9cc~8\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uac00 \uc18c\uc694\ub418\uba70, \ud604\uc7ac \uc140 \uac00\uaca9(90~110\ub2ec\ub7ec\/kWh)\uc73c\ub85c\ub294 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc774 7~9\ub144\uc73c\ub85c \uae38\uc5b4 \uacac\uace0\ud55c \uc7ac\ubb34 \uc0c1\ud0dc\ub97c \uac16\ucd94\uc9c0 \ubabb\ud55c 2\ucc28 \uad6c\ub9e4\uc790\ub4e4\uc5d0\uac8c\ub294 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ub178\uc2a4\ubcfc\ud2b8\uc758 \ud30c\uc0b0 \uc0ac\ub840\ub294 \ub300\ucd9c \uae30\uad00\uc5d0 \uacbd\uc885\uc744 \uc6b8\ub838\uace0, \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ub0b8\uc2f1 \uc870\uac74\uc744 \uac15\ud654\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uc8fc\ubb38 \uc704\ucd95: 2022\ub144 8\ub9cc \ub2ec\ub7ec\/\ud1a4\uc5d0\uc11c 2024\ub144 8\uc6d4 1\ub9cc 3\ucc9c \ub2ec\ub7ec\/\ud1a4\uc73c\ub85c \uae09\ub77d\ud55c \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9\uc740 \uc140 \uc81c\uc870\uc5c5\uccb4\uc758 \ub9c8\uc9c4\uc744 \uc7a0\uc2dd\ud558\uace0 62\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc7a5\ube44 \ubc31\ub85c\uadf8\ub97c \ucde8\uc18c \uc704\ud5d8\uc5d0 \ube60\ub728\ub838\uc2b5\ub2c8\ub2e4. CATL\uc740 15GWh \uaddc\ubaa8\uc758 \ud655\uc7a5 \uacc4\ud68d\uc744 \uc5f0\uae30\ud588\uc73c\uba70, LGES\ub294 \uace0\uac1d\uc0ac\uc758 \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9 18% \uac10\uc18c\uc5d0 \ub530\ub77c 3\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud3ec\uba54\uc774\uc158 \ud234\uc5d0 \ub300\ud574 \ubd88\uac00\ud56d\ub825 \uc870\ud56d\uc744 \ubc1c\ub3d9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\ubd84\ud654 \ubd84\uc11d<\/p>\n<p>*   \ubc30\ud130\ub9ac \ud654\ud559\ubcc4: \ub9ac\ud2ac\uc774\uc628 \ub77c\uc778\uc774 2025\ub144 \ub9e4\ucd9c\uc758 83.42%\ub97c \ucc28\uc9c0\ud558\uba70 \ud655\uace0\ud55c \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uad6c\uc131\uc740 2031\ub144\uae4c\uc9c0 30.2%\uc758 CAGR\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, GWh\ub2f9 \uac70\uc758 3\ubc30\uc5d0 \ub2ec\ud558\ub294 \uc790\ubcf8\uc774 \uc18c\uc694\ub418\ub294 \uc9c4\uacf5 \uc99d\ucc29 \ucf54\ud130 \ubc0f \ubd88\ud65c\uc131 \ubd84\uc704\uae30 \uc2a4\ud0dc\ucee4\uc640 \uac19\uc740 \ubcd1\ub82c \uc0dd\ud0dc\uacc4\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a9\ucd95 \ubc0f \ub2c8\ucf08 \uc2dc\uc2a4\ud15c\uc740 -2.28% CAGR\ub85c \uac10\uc18c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uacc4 \uc720\ud615\ubcc4: \ucf54\ud305 \ubc0f \uac74\uc870 \uc2dc\uc2a4\ud15c\uc774 2025\ub144 \ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 18.84%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud3ec\uba54\uc774\uc158 \ubc0f \ud14c\uc2a4\ud2b8 \ub77c\uc778\uc740 \ucc28\uc138\ub300 \uc140\uc774 \ub354 \uae38\uace0 \ubcf5\uc7a1\ud55c \ucee8\ub514\uc154\ub2dd \uc0ac\uc774\ud074\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 12.5%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uae30\uac00\ud329\ud1a0\ub9ac\ub4e4\uc740 \ud558\ub958 \uc790\uc0b0(\ud3ec\uba54\uc774\uc158 \ucc54\ubc84, AI \uac10\ub3c5 \ud14c\uc2a4\ud2b8 \ub799)\uc5d0 \uc608\uc0b0\uc744 \uc7ac\ud560\ub2f9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ud654 \uc218\uc900\ubcc4: \uc644\uc804 \uc790\ub3d9 \uc2dc\uc2a4\ud15c\uc774 2025\ub144 \ucd1d \ucd9c\ud558\ub7c9\uc758 59.96%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc219\ub828\ub41c \uacf5\uc815 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud558\uba74\uc11c AI \uac10\ub3c5 &#8220;\ubb34\uc778&#8221; \ub77c\uc778\uc774 14.92%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. SK\uc628\uc758 \uc870\uc9c0\uc544 \uacf5\uc7a5\uc740 \ubb34\uc778 \uc57c\uac04 \uadfc\ubb34\ub97c \ud1b5\ud574 \uc778\uac74\ube44\ub97c 23% \uc808\uac10\ud558\uace0 OEE\ub97c 98% \uac00\uae4c\uc774 \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \uc790\ub3d9\ucc28 OEM \ubc0f Tier-1\uc774 2025\ub144 \uc9c0\ucd9c\uc758 62.71%\ub97c \ucc28\uc9c0\ud558\uba70 \uc218\uc9c1 \ud1b5\ud569\ud615 \uc140 \uacf5\uae09 \ud655\ubcf4 \uacbd\uc7c1\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4\ub294 \uac01\ud615 LFP \uc140\uc744 \uc120\ud638\ud558\ub294 \ub2e4\uc2dc\uac04 \ud504\ub85c\uc81d\ud2b8\ub97c \uc720\ud2f8\ub9ac\ud2f0 \uae30\uc5c5\ub4e4\uc774 \ubc30\ud3ec\ud568\uc5d0 \ub530\ub77c 14.4%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc18c\ube44\uc790 \uac00\uc804\uc740 14.33%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uc9c0\ub9cc, 3.02%\uc758 \uc644\ub9cc\ud55c CAGR\uc744 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 54.73%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 480GWh \uc124\uce58 \uc6a9\ub7c9\uacfc \ud55c\uad6d\uc758 \uc218\ucd9c \uc9c0\ud5a5\uc131\uc774 \uc8fc\uc694 \uc694\uc778\uc774\uc9c0\ub9cc, \uad6d\ub0b4 \uc804\uae30\ucc28 \ubd90\uc774 \uc131\uc219\ud568\uc5d0 \ub530\ub77c \uc9c0\uc5ed \uc131\uc7a5\ub960\uc740 3.98% CAGR\ub85c \uc644\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \uc815\ubd80 \ubcf4\uc870\uae08\uc5d0 \ud798\uc785\uc5b4 \uc804\uace0\uccb4 \ud30c\uc77c\ub7ff \ud504\ub85c\uadf8\ub7a8\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \uc9c0\ucd9c\uc758 19.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, IRA \ud06c\ub808\ub527\uc774 \ub192\uc740 \uc778\uac74\ube44\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc2e0\uaddc \uc6a9\ub7c9\uc758 \uc704\ud5d8\uc744 \uc904\uc5ec\uc8fc\uba74\uc11c \uc804 \uc138\uacc4\uc5d0\uc11c \uac00\uc7a5 \ube60\ub978 12.2%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc740 2030\ub144\uae4c\uc9c0 320GWh \uaddc\ubaa8\uc758 \ud504\ub85c\uc81d\ud2b8\ub97c \ubc1c\ud45c\ud588\uc73c\uba70, \uce90\ub098\ub2e4\uc640 \uba55\uc2dc\ucf54\ub3c4 \uac01\uac01 14.35%, 9.42%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2025\ub144 \ub9e4\ucd9c\uc758 21.83%\ub97c \ud655\ubcf4\ud588\uc73c\uba70, \ub137\uc81c\ub85c \uc0b0\uc5c5\ubc95\uc758 90GWh \ubaa9\ud45c \ud558\uc5d0 8.55%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc774 \uc720\ub7fd\uc758 \ud575\uc2ec \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, \ubcf4\uc870\uae08 \uba85\ud655\uc131 \ubb38\uc81c\ub85c \uc8fc\ubb38\uc774 2025-2026\ub144\uc73c\ub85c \uc9c0\uc5f0\ub418\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd \ubc0f \uc0b0\uc5c5 \ubc1c\uc804<\/p>\n<p>\ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4(Wuxi Lead, Yinghe Technology, D\u00fcrr, Manz, Hitachi High-Tech)\uac00 2024\ub144 \ub9e4\ucd9c\uc758 \uc57d 38%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ucf54\ud305 \ubc0f \uc2a4\ud0dc\ud0b9 \ud234\uc5d0\uc11c \uc11c\uad6c \uacbd\uc7c1\uc5c5\uccb4\ubcf4\ub2e4 \ucd5c\ub300 40% \uc800\ub834\ud55c \uac00\uaca9\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc720\ub7fd \ubc0f \uc77c\ubcf8 \uae30\uc5c5\ub4e4\uc740 \uacf5\uc815 IP\uc640 \uc560\ud504\ud130 \uc11c\ube44\uc2a4\uac00 \uc911\uc694\ud55c \ud3ec\uba54\uc774\uc158, \ud14c\uc2a4\ud2b8 \ubc0f \ub808\uc774\uc800 \uc2dc\uc2a4\ud15c \ubd84\uc57c\uc5d0\uc11c \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2024\ub144 \uc804\ub7b5\uc801 \ud65c\ub3d9\uc740 \uc9c0\ub9ac\uc801 \ub2e4\uac01\ud654\ub97c \uac15\uc870\ud569\ub2c8\ub2e4. D\u00fcrr\ub294 \ud55c\uad6d \ud3ec\uba54\uc774\uc158 \uc804\ubb38 \uae30\uc5c5\uc5d0 35% \uc9c0\ubd84\uc744 \ud22c\uc790\ud588\uace0, Manz\ub294 \uc778\ub3c4 \uc2a4\ud0c0\ud2b8\uc5c5\uc758 \ub300\ub2e4\uc218 \uc9c0\ubd84\uc744 \uc778\uc218\ud558\uc5ec \ucf54\ud305 \ubc0f \uc2ac\ub9ac\ud305 \uc0dd\uc0b0\uc744 \ud604\uc9c0\ud654\ud588\uc2b5\ub2c8\ub2e4. ABB\ub294 \ub178\uc2a4\ubcfc\ud2b8\uc640 AI \ub85c\ubd07 \uc2a4\ucf00\uc904\ub9c1 \ubd84\uc57c\uc5d0\uc11c \ud611\ub825\ud558\uba70 \ud558\ub4dc\uc6e8\uc5b4 \ub9c8\uc9c4\uc5d0\uc11c \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc218\uc775\uc73c\ub85c\uc758 \uc804\ud658\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \uc804\uace0\uccb4 \uc9c4\uacf5 \ud234, \ub098\ud2b8\ub968\uc774\uc628 \ubbf9\uc11c, \ud1b5\ud569 \uc7ac\ud65c\uc6a9 \ub77c\uc778 \ub4f1\uc740 \uae30\uc874 \ud50c\ub808\uc774\uc5b4\ub4e4\uc774 \uc131\uc219\ud55c \uc81c\ud488\uc744 \uc81c\uacf5\ud558\uc9c0 \ubabb\ud558\ub294 \ubbf8\uac1c\ucc99 \uae30\ud68c \uc601\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ubc1c\uc804\ub85c\ub294 D\u00fcrr AG\uac00 2024\ub144 10\uc6d4 \ud14c\ub124\uc2dc \uae30\uac00\ud329\ud1a0\ub9ac\uc6a9 \ucf54\ud305, \uac74\uc870 \ubc0f \uce98\ub9b0\ub354\ub9c1 \ud234\uc5d0 \ub300\ud55c 4\uc5b5 2\ucc9c\ub9cc \uc720\ub85c \uaddc\ubaa8\uc758 \uacc4\uc57d\uc744 \uc218\uc8fc\ud55c \uac83, Wuxi Lead\uc640 LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc774 2024\ub144 9\uc6d4 4680 \ud3ec\uba54\uc774\uc158 \ub77c\uc778 \uacf5\ub3d9 \uac1c\ubc1c\uc5d0 8\ucc9c 5\ubc31\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud55c \uac83, Manz AG\uac00 2024\ub144 8\uc6d4 \uc778\ub3c4 \ubc30\ud130\ub9ac \uc7a5\ube44 \uc2a4\ud0c0\ud2b8\uc5c5\uc758 60%\ub97c \uc778\uc218\ud55c \uac83, \uadf8\ub9ac\uace0 Hitachi High-Tech\uac00 2024\ub144 7\uc6d4 \uc0bc\uc131 SDI\uc758 \uc2a4\ud06c\ub7a9 \uc131\ub2a5\uc744 2.8% \ud5a5\uc0c1\uc2dc\ud0a8 AI-Vision \uac80\uc0ac \uc2dc\uc2a4\ud15c\uc744 \ub3c4\uc785\ud55c \uac83 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc6d0\uc790\uc7ac \uc0dd\uc0b0\ubd80\ud130 \ubc30\ud130\ub9ac \uac00\uacf5 \ubc0f \uc870\ub9bd\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uae30\uacc4 \ubc0f \uc7a5\ube44\ub97c \ud3ec\uad04\ud558\ub294 \uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \ub9e4\ucd9c(USD \uc2ed\uc5b5)\uc744 \uae30\uc900\uc73c\ub85c \uc0b0\uc815\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2026\ub144 180.2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 234.3\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 5.41%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \u25b2\uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 \uacc4\ud68d\uc758 \uae09\uc99d \u25b2\uc815\ubd80 \ubcf4\uc870\uae08 \ubc0f IRA(\uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95)\uc5d0 \ub530\ub978 \uad6d\ub0b4 \uc0dd\uc0b0 \uc720\ub3c4 \u25b2\uae30\uac00\ud329\ud1a0\ub9ac CAPEX(\uc790\ubcf8 \uc9c0\ucd9c)\uc758 $\/GWh\ub2f9 \ube44\uc6a9 \ud558\ub77d \u25b2\uace0\ucc98\ub9ac\ub7c9 \ub77c\uc778\uc774 \ud544\uc694\ud55c \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uad6c\ucd95 \ud655\ub300 \u25b2\uac74\uc2dd \uc804\uadf9 \ubc0f \ubb34\uc6a9\ub9e4 \ucf54\ud305 \uae30\uc220 \ucc44\ud0dd \u25b2AI \uae30\ubc18 \uc778\ub77c\uc778 \uac80\uc0ac\ub97c \ud1b5\ud55c OEE(\uc885\ud569 \uc124\ube44 \ud6a8\uc728) \ud5a5\uc0c1 \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 \u25b2\ud134\ud0a4 \ub77c\uc778\uc758 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9 \ubc0f \uae34 \ud68c\uc218 \uae30\uac04 \u25b2\uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uc8fc\ubb38 \uac10\uc18c \u25b2\uc140 \uc870\ub9bd \uc790\ub3d9\ud654 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871 \u25b2NMP(N-\uba54\ud2f8-2-\ud53c\ub864\ub9ac\ub3c8) \ubc0f VOC(\ud718\ubc1c\uc131 \uc720\uae30 \ud654\ud569\ubb3c) \ub4f1 \uc6a9\ub9e4 \uc0ac\uc6a9 \uaddc\uc81c \uac15\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc30\ud130\ub9ac \ud654\ud559 \uc720\ud615\ubcc4\ub85c\ub294 \ub9ac\ud2ac \uc774\uc628, \uc804\uace0\uccb4, \ub098\ud2b8\ub968 \uc774\uc628, \ub0a9\ucd95, \ub2c8\ucf08 \uae30\ubc18, \ud750\ub984 \uc804\uc9c0 \ub4f1\uc73c\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ub77c\uc778\uc740 \uc9c4\uacf5 \uc99d\ucc29 \ubc0f \ud669\ud654\ubb3c \ucc98\ub9ac \ubaa8\ub4c8\uc774 \ud544\uc694\ud558\uba70, \ud45c\uc900 \ub9ac\ud2ac \uc774\uc628 \uc7a5\ube44\ubcf4\ub2e4 \uc57d 3\ubc30 \ub192\uc740 \ube44\uc6a9\uc774 \ub4e4\uc9c0\ub9cc, 30.2%\uc758 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud558\ub294 \uace0\ub9c8\uc9c4 \uc7a5\ube44 \ubd80\ubb38\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc7a5\ube44 \uc720\ud615\ubcc4\ub85c\ub294 \ucf54\ud305 \ubc0f \uac74\uc870 \uc2dc\uc2a4\ud15c, \uce98\ub9b0\ub354\ub9c1 \ud504\ub808\uc2a4, \ud63c\ud569 \ubc0f \uade0\uc9c8\ud654 \uc7a5\ube44, \uc2ac\ub9ac\ud305 \uba38\uc2e0, \ub808\uc774\uc800 \ub178\uce6d \ubc0f \uc808\ub2e8, \uc804\uadf9 \uc2a4\ud0dc\ud0b9, \uc9c4\uacf5 \uac74\uc870 \ubc0f \ud0c8\uae30, \uc804\ud574\uc561 \uc8fc\uc785, \uc870\ub9bd \ubc0f \ud578\ub4e4\ub9c1 \ub85c\ubd07, \ud3ec\uba54\uc774\uc158 \ubc0f \ud14c\uc2a4\ud2b8 \ub77c\uc778, \ud328\ud0a4\uc9d5 \ubc0f \ubc00\ubd09, \uc7ac\ud65c\uc6a9 \ubc0f \ube14\ub799\ub9e4\uc2a4 \ucc98\ub9ac \uc7a5\ube44 \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc774 \uc911 \ud3ec\uba54\uc774\uc158 \ubc0f \ud14c\uc2a4\ud2b8 \ub77c\uc778\uc740 \ub354 \uae34 \ucee8\ub514\uc154\ub2dd \uc0ac\uc774\ud074\uc774 \uc8fc\uc694 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ub418\uba74\uc11c 2031\ub144\uae4c\uc9c0 12.5%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc790\ub3d9\ud654 \uc218\uc900\uc740 \uc218\ub3d9\/\uc2e4\ud5d8\uc2e4 \uaddc\ubaa8, \ubc18\uc790\ub3d9, \uc644\uc804 \uc790\ub3d9, AI \uac10\ub3c5 &#8220;\ubb34\uc778&#8221; \ub77c\uc778\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub85c\ub294 \uc790\ub3d9\ucc28 OEM \ubc0f Tier-1, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4, \uac00\uc804\uc81c\ud488, \uc0b0\uc5c5 \ubc0f \uc804\ub3d9 \uacf5\uad6c, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5 \ub4f1\uc774 \uc8fc\uc694 \uace0\uac1d\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc5d0\uc11c\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ubd81\ubbf8 \uc9c0\uc5ed\uc740 IRA \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c(kWh\ub2f9 \ucd5c\ub300 45\ub2ec\ub7ec)\ub85c \uc778\ud574 \uad6d\ub0b4 \uacf5\uc7a5\uc758 \uc7ac\uc815\uc801 \ub9e4\ub825\uc774 \ub192\uc544\uc9c0\uba74\uc11c \uc7a5\ube44 \uc218\uc694\uac00 12.2%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd\uc5d0\uc11c\ub294 Wuxi Lead, Yinghe Technology, D\u00fcrr, Manz, Hitachi High-Tech\uac00 \ub9e4\ucd9c \uc0c1\uc704\uad8c\uc744 \ucc28\uc9c0\ud558\uba70, \uc774\ub4e4 \uae30\uc5c5\uc774 \uc804 \uc138\uacc4 \ucd1d \ub9e4\ucd9c\uc758 \uc57d 38%\ub97c \uc810\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 M&#038;A, \ud30c\ud2b8\ub108\uc2ed \ub4f1 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc744 \ud1b5\ud574 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc0c1\ud488 \uac00\uaca9 \uc5f0\ub3d9 \uc870\ud56d\uc744 \ud3ec\ud568\ud558\uace0 \ub9ac\uc2a4 \ubaa8\ub378\uc744 \uc81c\uacf5\ud558\uc5ec \uc704\ud5d8\uc744 \ubd84\ub2f4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubc31\ub85c\uadf8 \uac00\uc2dc\uc131\uc744 \ub2e8\ucd95\uc2dc\ud0a4\uace0 \uc0dd\uc0b0 \ub2a5\ub825 \uacc4\ud68d\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \ubc30\ud130\ub9ac \uc81c\uc870 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28 \ubc0f ESS \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc778 \ud601\uc2e0\uacfc \uc131\uc7a5\uc774 \uae30\ub300\ub429\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-46490","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\/46490"}],"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=46490"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46490\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46490"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46490"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46490"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}