{"id":46864,"date":"2026-02-19T12:18:33","date_gmt":"2026-02-19T12:18:33","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-ion-battery-for-electric-vehicle-market-mordor\/"},"modified":"2026-09-25T17:43:27","modified_gmt":"2026-09-25T08:43:27","slug":"lithium-ion-battery-for-electric-vehicle-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-ion-battery-for-electric-vehicle-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/lithium-ion-battery-for-electric-vehicle-market-1719483493944-Slide1.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\/lithium-ion-battery-for-electric-vehicle-market-size-image-1770985679816.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 2029\ub144\uae4c\uc9c0 80\ub2ec\ub7ec\/kWh \ubbf8\ub9cc\uc73c\ub85c \ud558\ub77d\ud558\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc911\uad6d, EU \ubc0f \ubbf8\uad6d\uc5d0\uc11c \ub300\ud615 \ud2b8\ub7ed\uc5d0 \ub300\ud55c \uae09\uc18d\ud55c \uc804\ub3d9\ud654 \uc758\ubb34\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 OEM \uc218\uc9c1 \ud1b5\ud569(BYD, Tesla, Geely)\uc73c\ub85c \uc778\ud55c \uc790\uccb4 \uc140 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uae30\uac00\ud329\ud1a0\ub9ac \uad6d\ub0b4 \uc720\uce58\ub97c \uc704\ud55c \uc9c0\uc815\ud559\uc801 \uacbd\uc7c1 (IRA, EU BJT, \uc778\ub3c4 PLI)<\/li>\n<li class=\"toc-level-3\">4.2.5 800V \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98\ub85c \uc778\ud55c \ud3c9\uade0 \ubc30\ud130\ub9ac \ud06c\uae30 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.6 LFP\uc758 \ucf54\ubc1c\ud2b8 \ud504\ub9ac \ube44\uc6a9 \uc6b0\uc704\ub85c \uac00\uaca9\uc5d0 \ubbfc\uac10\ud55c 2\ub95c\/3\ub95c \uc2dc\uc7a5 \ud655\ub300<\/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 \uc6d0\uc790\uc7ac \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc131 (\ud0c4\uc0b0\ub9ac\ud2ac, \ud669\uc0b0\ub2c8\ucf08)<\/li>\n<li class=\"toc-level-3\">4.3.2 2028\ub144 \uc774\ud6c4 \ub9ac\ud2ac \uc774\uc628\uc744 \uc7a0\uc2dd\ud560 \uace0\uccb4 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \uc0c1\uc6a9\ud654 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d \uacf5\uae09\ub9dd \ucd94\uc801\uc131\uc5d0 \ub300\ud55c ESG \uc870\uc0ac<\/li>\n<li class=\"toc-level-3\">4.3.4 \ubc30\ud130\ub9ac \ud654\uc7ac \ub9ac\ucf5c\ub85c \uc778\ud55c \uc2e0\ud765 \uc2dc\uc7a5 \uc18c\ube44\uc790 \uc2e0\ub8b0 \ud558\ub77d<\/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 (NMC, LFP, NCA)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2e0\ud765 (\uc804\uace0\uccb4, \ub9ac\ud2ac-\ud669, \ub098\ud2b8\ub968 \uc774\uc628)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub0a9\ucd95<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc140 \ud615\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc6d0\ud1b5\ud615<\/li>\n<li class=\"toc-level-3\">5.2.2 \uac01\ud615<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud30c\uc6b0\uce58\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd94\uc9c4 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 (BEV)<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (PHEV)<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (HEV)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucc28\ub7c9 \uc720\ud615\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 \uacbd\uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc911\ud615 \ubc0f \ub300\ud615 \ud2b8\ub7ed<\/li>\n<li class=\"toc-level-3\">5.4.4 \ubc84\uc2a4 \ubc0f \ucf54\uce58<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc774\ub95c \ubc0f \uc0bc\ub95c\ucc28<\/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 \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 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.6 \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 \uac1c\ubc1c \uc0ac\ud56d \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Contemporary Amperex Technology (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.2 BYD Company Ltd (FinDreams)<\/li>\n<li class=\"toc-level-3\">6.4.3 LG Energy Solution Ltd<\/li>\n<li class=\"toc-level-3\">6.4.4 Panasonic Energy Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.6 SK On Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 CALB Group Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.8 Gotion High-tech Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 Eve Energy Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.10 Sunwoda Electronic Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.11 AESC (Envision)<\/li>\n<li class=\"toc-level-3\">6.4.12 Northvolt AB<\/li>\n<li class=\"toc-level-3\">6.4.13 SVOLT Energy Technology<\/li>\n<li class=\"toc-level-3\">6.4.14 Farasis Energy<\/li>\n<li class=\"toc-level-3\">6.4.15 ProLogium Technology Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.16 StoreDot Ltd<\/li>\n<li class=\"toc-level-3\">6.4.17 Tata Agratas Energy Storage<\/li>\n<li class=\"toc-level-3\">6.4.18 ACC Automotive Cells Company<\/li>\n<li class=\"toc-level-3\">6.4.19 QuantumScape Corp.<\/li>\n<li class=\"toc-level-3\">6.4.20 Redwood Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 International Battery Co. (IBC)<\/li>\n<li class=\"toc-level-3\">6.4.22 Italvolt SpA<\/li>\n<li class=\"toc-level-3\">6.4.23 Britishvolt Ltd (\uad00\ub9ac \uc911)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2026\ub144 1,417\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 3,326\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 18.61%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uc804\ub9dd\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 \ubd80\uc0c1\ud560 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc740 \uc678\ubd80 \uc140 \uacf5\uae09\uc5d0\uc11c \uc790\uccb4 \uae30\uac00\ud329\ud1a0\ub9ac \uad6c\ucd95\uc73c\ub85c \uc804\ud658\ud558\uba70 \uacf5\uae09\ub9dd \uc704\ud5d8\uc744 \uc904\uc774\uace0, \ub0b4\uc5f0\uae30\uad00\ucc28\uc640 \uac00\uaca9 \ub3d9\ub4f1\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub294 kWh\ub2f9 80\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ud329 \ube44\uc6a9 \ub2ec\uc131\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d, \uc720\ub7fd\uc5f0\ud569, \uc778\ub3c4 \ub4f1 \uac01\uad6d\uc758 \uc815\ucc45\uc801 \uc778\uc13c\ud2f0\ube0c\ub294 \uc5ed\ub0b4 \uc140 \uacf5\uc7a5 \uac74\uc124\uc5d0 \uc57d 1,000\uc5b5 \ub2ec\ub7ec\ub97c \uc720\uce58\ud558\uba70 \uc544\uc2dc\uc544\uc758 \uc5ed\uc0ac\uc801 \uc9c0\ubc30\ub825\uc744 \uc57d\ud654\uc2dc\ud0a4\uace0 \uc218\ub9ce\uc740 \ud569\uc791 \ud22c\uc790 \ubc1c\ud45c\ub97c \uc774\ub04c\uc5b4\ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ub300\ud615 \ud2b8\ub7ed \uc804\ub3d9\ud654 \uc758\ubb34\ud654, 800V \ud50c\ub7ab\ud3fc \ucc44\ud0dd, \ucf54\ubc1c\ud2b8 \ud504\ub9ac LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac\uc758 \ube44\uc6a9 \uc6b0\uc704\ub294 \ud2b9\ud788 \uc774\ub95c\ucc28 \ubc0f \ubc30\ub2ec \ubc34 \uc2dc\uc7a5\uc5d0\uc11c \uace0\uac1d \uae30\ubc18\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 4680 \ubc30\ud130\ub9ac \ubc0f BYD\uc758 \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac\uc640 \uac19\uc740 \uc218\uc9c1 \ud1b5\ud569\ud615 OEM \ud504\ub85c\uadf8\ub7a8\uc774 \uc911\uacac \uacf5\uae09\uc5c5\uccb4\uc758 \ub9e4\ucd9c \ucd1d\uc774\uc775\uc744 10% \ubbf8\ub9cc\uc73c\ub85c \uc555\ubc15\ud558\uba74\uc11c \uc2dc\uc7a5 \ud1b5\ud569\uacfc \uae30\uac00\ud329\ud1a0\ub9ac \uaddc\ubaa8 \ud655\ub300\uac00 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   2029\ub144\uae4c\uc9c0 kWh\ub2f9 80\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ud558\ub77d\ud558\ub294 \ud329 \uac00\uaca9: 2024\ub144 \ud3c9\uade0 \ud329 \ube44\uc6a9\uc740 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uac00\uaca9 \ud558\ub77d\uacfc \uae30\uac00\ud329\ud1a0\ub9ac \uaddc\ubaa8 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 \uc804\ub144 \ub300\ube44 14% \ud558\ub77d\ud55c kWh\ub2f9 115\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc0b0 LFP \ubc30\ud130\ub9ac\ub294 kWh\ub2f9 95\ub2ec\ub7ec\uae4c\uc9c0 \ub5a8\uc5b4\uc838 \uc544\uc2dc\uc544 \uc804\uc5ed\uc5d0\uc11c \ubcf4\uc870\uae08 \uc5c6\ub294 \ubcf4\uae09\ud615 \uc804\uae30\ucc28 \ucd9c\uc2dc\ub97c \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\ub294 2026\ub144\uae4c\uc9c0 4680 \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud574 kWh\ub2f9 70\ub2ec\ub7ec\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc5b4, \uc218\uc9c1 \ud1b5\ud569\ud615 OEM\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \uac15\uc870\ud569\ub2c8\ub2e4.<br \/>\n*   \ub300\ud615 \ud2b8\ub7ed\uc758 \uae09\uc18d\ud55c \uc804\ub3d9\ud654 \uc758\ubb34\ud654: \uc911\uad6d, EU, \ubbf8\uad6d\uc740 \ubc30\ud130\ub9ac \uc804\uae30 \ud2b8\ub7ed\uc758 \uc8fc\ub958 \ud310\ub9e4\ub97c \ucd09\uc9c4\ud558\ub294 \uc77c\uc815\uc744 \uc870\uc728\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 2030\ub144\uae4c\uc9c0 1\uae09 \ub3c4\uc2dc\uc5d0\uc11c \ubb34\uacf5\ud574 \ub300\ud615 \ud2b8\ub7ed \ub4f1\ub85d\uc744 50%\ub85c, EU\ub294 2040\ub144\uae4c\uc9c0 \ubc30\ucd9c\ub7c9 90% \uac10\ucd95\uc744, \ubbf8\uad6d \ud658\uacbd\ubcf4\ud638\uccad(EPA)\uc740 2032\ub144\uae4c\uc9c0 8\ub4f1\uae09 \ubc30\ud130\ub9ac \uc804\uae30 \ud2b8\ub7ed \ud310\ub9e4 40%\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uac01 \ud2b8\ub799\ud130\uc5d0 \ucd5c\ub300 400kWh\uc758 \ubc30\ud130\ub9ac\uac00 \ud544\uc694\ud558\uc5ec \uc2b9\uc6a9\ucc28\ub97c \ud6e8\uc52c \ub6f0\uc5b4\ub118\ub294 \uc140 \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<br \/>\n*   OEM\uc758 \uc218\uc9c1 \ud1b5\ud569\uc744 \ud1b5\ud55c \uc790\uccb4 \uc140 \uc218\uc694 \uc99d\uac00: BYD\uc758 FinDreams\ub294 2024\ub144 300\ub9cc \ub300 \ucc28\ub7c9\uc758 \ubaa8\ub4e0 \ubc30\ud130\ub9ac\ub97c \uacf5\uae09\ud588\uc73c\uba70, \ud14c\uc2ac\ub77c\uc758 \ud14d\uc0ac\uc2a4 \ub77c\uc778\uc740 2026\ub144\uae4c\uc9c0 100GWh \uaddc\ubaa8\ub85c \ud655\uc7a5 \uc911\uc785\ub2c8\ub2e4. \uc9c0\ub9ac(Geely)\uc758 Zeekr\ub294 \uace8\ub4e0 \ube0c\ub9ad LFP \ud329\uc744 \ucd9c\uc2dc\ud558\ub294 \ub4f1 \uc790\uccb4 \uc140 \uc804\ub7b5\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6c0\uc9c1\uc784\uc740 \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4\uc758 \uad6c\ub9e4 \ubb3c\ub7c9\uc744 \uc7a0\uc2dd\ud558\uace0 \ud611\uc0c1 \uac00\uaca9\uc744 \ud55c \uc790\ub9bf\uc218 \ub9c8\uc9c4\uc73c\ub85c \uc555\ubc15\ud569\ub2c8\ub2e4.<br \/>\n*   \ubcf4\uc870\uae08\uc744 \ud1b5\ud55c \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uad6d\ub0b4 \uc720\uce58 \uacbd\uc7c1: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 kWh\ub2f9 35\ub2ec\ub7ec\uc758 \uc140 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uace0, EU \ubc30\ud130\ub9ac \uacf5\ub3d9 \uc0ac\uc5c5\uc740 12\uac1c \uacf5\uc7a5\uc5d0 \uacf5\ub3d9 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uba70, \uc778\ub3c4 PLI(\uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c)\ub294 40GWh\uc758 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubcf4\uc870\ud569\ub2c8\ub2e4. \ud604\uc9c0\ud654\ub294 \uc6b4\uc1a1 \ube44\uc6a9 \ubc0f \uad00\uc138 \ub178\ucd9c\uc744 \uc904\uc774\uace0, \uc0c8\ub85c\uc6b4 \ucd94\uc801\uc131 \uaddc\uc815 \uc900\uc218\ub97c \uac1c\uc120\ud569\ub2c8\ub2e4.<br \/>\n*   800V \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98: \uc720\ub7fd, \ubd81\ubbf8, \uc911\uad6d \ud504\ub9ac\ubbf8\uc5c4 \uc2dc\uc7a5\uc5d0\uc11c 800V \ud50c\ub7ab\ud3fc \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uba70 \ucda9\uc804 \uc18d\ub3c4\uc640 \ud6a8\uc728\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uac00\uaca9\uc5d0 \ubbfc\uac10\ud55c \uc774\ub95c\ucc28\/\uc0bc\ub95c\ucc28 \uc2dc\uc7a5\uc5d0\uc11c LFP\uc758 \ube44\uc6a9 \uc6b0\uc704: \uc778\ub3c4, \uc544\uc138\uc548(ASEAN) \uc9c0\uc5ed\uc5d0\uc11c LFP \ubc30\ud130\ub9ac\uc758 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc774 \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28 \uc2dc\uc7a5 \ud655\ub300\ub97c \uc8fc\ub3c4\ud558\uba70 \uc544\ud504\ub9ac\uce74\ub85c\ub3c4 \ud655\uc0b0\ub420 \uc870\uc9d0\uc744 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131: 2024\ub144 1\uc6d4\ubd80\ud130 12\uc6d4\uae4c\uc9c0 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uac00\uaca9\uc774 85% \ud3ed\ub77d\ud558\uace0 \ub2c8\ucf08 \ud669\uc0b0\uc5fc\uc774 46% \ubcc0\ub3d9\ud558\ub294 \ub4f1 \uc6d0\uc790\uc7ac \uac00\uaca9\uc758 \ubd88\uc548\uc815\uc131\uc740 NMC \uc0dd\uc0b0\uc790\uc758 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud569\ub2c8\ub2e4. \ud2b9\ud788 \ubc30\ud130\ub9ac \ub4f1\uae09 \uc218\uc0b0\ud654\ub9ac\ud2ac\uc758 90%\ub97c \uc218\uc785\ud558\ub294 \uc720\ub7fd \uc140 \uc81c\uc870\uc5c5\uccb4\ub294 \ud658\uc728 \uc704\ud5d8\uc5d0 \ud06c\uac8c \ub178\ucd9c\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\uace0\uccb4 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc0c1\uc6a9\ud654 \uc704\ud5d8: \ud000\ud140\uc2a4\ucf00\uc774\ud504(QuantumScape)\uc758 \uc804\uace0\uccb4 \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 2024\ub144 \uac80\uc99d\uc5d0\uc11c 800Wh\/L\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud558\uba70 2028\ub144\uae4c\uc9c0 500\ub9c8\uc77c \uc8fc\ud589\uc774 \uac00\ub2a5\ud55c \uc138\ub2e8\uc744 \uc57d\uc18d\ud569\ub2c8\ub2e4. CATL\uc758 2024\ub144 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ucd9c\uc2dc\ub294 \uc7ac\ub8cc \ube44\uc6a9\uc744 30% \uc808\uac10\ud588\uc9c0\ub9cc, \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uac00 20% \ub0ae\uc544 \ub2e8\uac70\ub9ac \ub3c4\uc2ec\ud615 \ucc28\ub7c9\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc220\uc758 \uc131\uacf5\uc801\uc778 \ud655\uc7a5\uc740 \uae30\uc874 \uc561\uccb4 \uc804\ud574\uc9c8 \uae30\ubc18 \uc790\uc0b0\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\uc758 \uc190\uc2e4\uc744 \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uac10\uc2dc \uac15\ud654: \uc720\ub7fd\uacfc \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \uc911\uad6d \uacf5\uae09\ub9dd\uc758 \ud658\uacbd \ubc0f \uc0ac\ud68c\uc801 \ucc45\uc784\uc5d0 \ub300\ud55c \uac10\uc2dc\uac00 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \ubc30\ud130\ub9ac \ud654\uc7ac \ub9ac\ucf5c: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74 \ub4f1 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ubc30\ud130\ub9ac \ud654\uc7ac \ub9ac\ucf5c\uc740 \uc18c\ube44\uc790 \uc2e0\ub8b0\uc640 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\ubc30\ud130\ub9ac \ud654\ud559:<br \/>\n2025\ub144 \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \ub9ac\ud2ac NMC, LFP, NCA\uac00 \uc804\uccb4 \uc218\uc694\uc758 90.87%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. NMC\ub294 20-30%\uc758 \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud504\ub9ac\ubbf8\uc5c4 400\ub9c8\uc77c \ubaa8\ub378\uc744 \uc9c0\ubc30\ud558\ub294 \ubc18\uba74, LFP\ub294 \ucf54\ubc1c\ud2b8\uac00 \uc5c6\ub294 \uc548\uc815\uc131 \ub355\ubd84\uc5d0 2025\ub144 \uc911\uad6d \uc2b9\uc6a9\ucc28 \ubd80\ubb38\uc5d0\uc11c 44.65%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. LFP \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc544\uc2dc\uc544 \uc2a4\ucfe0\ud130 \ubc0f \ubc84\uc2a4 \uc2dc\uc7a5\uc758 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 1,247\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud55c\ud3b8, \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\ub294 \ubcf4\uae09\ud615 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \ucc98\uc74c \ub3c4\uc785\ub418\uc5c8\uc73c\uba70, \uc804\uace0\uccb4 \uc140\uc740 2028\ub144 \uc0c1\uc6a9\ud654\ub97c \ubaa9\ud45c\ub85c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 30.90%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uc758 \uc0dd\uc0b0 \ube44\uc6a9\uc774 kWh\ub2f9 120\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uacbd\uc6b0, \uae30\uc874 \uc561\uccb4 \uc804\ud574\uc9c8 \uae30\uac00\ud329\ud1a0\ub9ac\ub294 \uac00\uc18d \uac10\uac00\uc0c1\uac01\uc5d0 \uc9c1\uba74\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uc758 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4(\ub2c8\ucf08\uc774 \ud48d\ubd80\ud55c NMC\uc5d0 \ub300\ud55c \ub3c4\uc804)\uc640 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \ub0ae\uc740 \ube44\uc6a9(LFP\uc5d0 \ub300\ud55c \ub3c4\uc804)\uc774\ub77c\ub294 \uc774\uc911 \uc704\ud611\uc5d0 \uc9c1\uba74\ud574 \uc788\uc73c\uba70, \uc774\uc5d0 \ub530\ub77c \uc0dd\uc0b0\uc790\ub4e4\uc740 SVOLT\uc758 \ucf54\ubc1c\ud2b8 \ud504\ub9ac NMX\uc640 \uac19\uc740 \ub2e4\uc591\ud55c \uc591\uadf9\uc7ac \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc140 \ud615\uc2dd:<br \/>\n\ud504\ub9ac\uc998\ud615 \uc140\uc740 2025\ub144 \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \ucd9c\ud558\ub7c9\uc758 47.55%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. BYD\uc758 \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac\ub294 \uae34 \ud504\ub9ac\uc998\ud615 \uc720\ub2db\uc744 \uc100\uc2dc\uc5d0 \ud1b5\ud569\ud558\uc5ec \ubaa8\ub4c8 \ud558\uc6b0\uc9d5\uc744 \uc81c\uac70\ud558\uace0 \ubb34\uac8c\ub97c 15% \uc904\uc600\uc2b5\ub2c8\ub2e4. CATL\uc758 Qilin\uc740 \uce21\ubcbd \ub0b4\ubd80\uc5d0 \ub0c9\uac01 \ucc44\ub110\uc744 \ub0b4\uc7a5\ud558\uc5ec 255Wh\/kg\uc758 \ud329 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud569\ub2c8\ub2e4. \ubc18\uba74, \ud14c\uc2ac\ub77c 4680\uacfc \uac19\uc740 \uc6d0\ud1b5\ud615 \ub514\uc790\uc778\uc740 35.25%\uc758 \uc810\uc720\uc728\uc744 \ubcf4\uc600\uc73c\uba70, \uc790\ub3d9\ud654\ub41c \uc0dd\uc0b0\uc5d0 \uac15\uc810\uc744 \uac00\uc9d1\ub2c8\ub2e4. \ud0ed\ub9ac\uc2a4 \uc804\uadf9\uc740 \ub0b4\ubd80 \uc800\ud56d\uc744 50% \ub0ae\ucdb0 5\ubd84 \uace0\uc18d \ucda9\uc804\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ud30c\uc6b0\uce58\ud615 \uc140\uc740 2025\ub144 17.20%\uc758 \uc810\uc720\uc728\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 22.80%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, BMW\uc758 Neue Klasse\uc640 \uac19\uc740 \uc720\ub7fd \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc774 \uc720\uc5f0\ud55c \ud328\ud0a4\uc9d5\uc744 \uc120\ud638\ud558\uc5ec \uce90\ube48 \uacf5\uac04\uc744 \uadf9\ub300\ud654\ud568\uc5d0 \ub530\ub77c 2030\ub144\uae4c\uc9c0 600\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544\ub294 \ud504\ub9ac\uc998\ud615, \ubd81\ubbf8\ub294 \uc6d0\ud1b5\ud615, \uc720\ub7fd\uc740 \ud30c\uc6b0\uce58\ud615\uc744 \uc120\ud638\ud558\ub294 \uc9c0\uc5ed\uc801 \ud3b8\ud5a5\uc774 \ub69c\ub837\ud558\uc5ec \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub2e4\uc591\ud55c \ud615\uc2dd\uc758 \uc0dd\uc0b0 \ub77c\uc778\uc744 \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<p>\ucd94\uc9c4 \ubc29\uc2dd:<br \/>\n\ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\ub294 2025\ub144 \uc140 \uc218\uc694\uc758 71.62%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 21.15%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uc5ec \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 BEV\ub294 \ud3c9\uade0 65kWh\uc758 \ubc30\ud130\ub9ac\ub97c \uc0ac\uc6a9\ud558\uc5ec PHEV(\ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28) \uc218\uc694\uc758 4\ubc30\uc5d0 \ub2ec\ud558\uba70, \uc774\ub294 \ubb3c\ub7c9 \uc9d1\uc911\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4. \ud3ec\ub4dc, \uc2a4\ud154\ub780\ud2f0\uc2a4, \uba54\ub974\uc138\ub370\uc2a4-\ubca4\uce20\ub294 2030\ub144 \uc774\uc804\uc5d0 PHEV \uc0dd\uc0b0\uc744 \uc911\ub2e8\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud558\uba70, OEM\ub2f9 \ud55c\ub450 \uac00\uc9c0 \ud654\ud559 \ubb3c\uc9c8\ub85c \uc140 \uc778\uc99d\uc744 \ub2e8\uc21c\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74\uc640 \ub0a8\uc720\ub7fd\uc5d0\uc11c\ub294 \ucda9\uc804 \uc778\ud504\ub77c \ubd80\uc871\uc73c\ub85c PHEV\uac00 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uc9c0\ub9cc, \uacf5\uacf5 \ucda9\uc804 \uc2dc\uc124\uc774 \ud655\ucda9\ub428\uc5d0 \ub530\ub77c \uc810\uc720\uc728\uc740 \uafb8\uc900\ud788 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. BEV \uc804\uc6a9 \uc140\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 2025\ub144 71.62%\uc5d0\uc11c 2031\ub144 \uc57d 79%\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uc6a9 \uacf5\uae09\uc5c5\uccb4\uc758 \uc218\uc775 \ud480\uc774 \ucd95\uc18c\ub420 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\ucc28\ub7c9 \uc720\ud615:<br \/>\n\uc2b9\uc6a9\ucc28\uac00 2025\ub144 \uc804\uccb4 \ubb3c\ub7c9\uc758 70.12%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28\ub294 31.20%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc774\uba70, \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc131\uc7a5 \ub3d9\ub825\uc785\ub2c8\ub2e4. \uc62c\ub77c \uc77c\ub809\ud2b8\ub9ad(Ola Electric)\uc758 \ubc30\ud130\ub9ac \uad50\ud658 \uc2a4\ud14c\uc774\uc158 \ub124\ud2b8\uc6cc\ud06c\ub294 \uad50\uccb4 \uac00\ub2a5\ud55c LFP \ud329\uc774 \uac00\uc815 \ucda9\uc804\uc758 \uc7a5\ubcbd\uc744 \uc81c\uac70\ud560 \uc218 \uc788\uc74c\uc744 \uc785\uc99d\ud588\uc73c\uba70, \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc720\uc0ac\ud55c \ubc30\uce58\ub294 \uc5f0\uac04 1,500\ub9cc \ub300\uc758 \uc624\ud1a0\ubc14\uc774 \ud310\ub9e4\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc804\uc790\uc0c1\uac70\ub798 \ubb3c\ub958\ub97c \uc704\ud574 \uc804\ub3d9\ud654\ub418\ub294 \uacbd\uc0c1\uc6a9\ucc28(LCV)\ub294 \uc544\ub9c8\uc874\uacfc \uac19\uc740 \uc6b4\uc601\uc790\ub4e4\uc774 \ub300\uc6a9\ub7c9 \ubc34 \uc8fc\ubb38\uc744 \ud655\uc815\ud558\uba74\uc11c 18.62%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\ub300\ud615 \ud2b8\ub7ed\uc740 2025\ub144 \uc140 \uc218\uc694\uc758 6.15%\uc5d0 \ubd88\uacfc\ud558\uc9c0\ub9cc, \uc911\uad6d\uc758 50% \ubb34\uacf5\ud574 \uaddc\uc815\uacfc EU\uc758 90% CO\u2082 \uac10\ucd95 \ubaa9\ud45c\uac00 \ucc28\ub7c9 \uc870\ub2ec \uc8fc\uae30\uc5d0 \ubc18\uc601\ub418\uba74 \ud06c\uac8c \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<br \/>\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 50.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 550GWh \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc804 \uc138\uacc4 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0 \uc815\ucc45\uacfc \ub300\uaddc\ubaa8 \ud22c\uc790\uac00 \uc774\ub7ec\ud55c \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc911\uad6d\uc740 \uc804\uae30\ucc28 \ud310\ub9e4\ub7c9\uacfc \ubc30\ud130\ub9ac \uc0dd\uc0b0\ub7c9 \ubaa8\ub450\uc5d0\uc11c \uc555\ub3c4\uc801\uc778 \uc810\uc720\uc728\uc744 \ubcf4\uc774\uba70, CATL, BYD\uc640 \uac19\uc740 \uc8fc\uc694 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \uc601\ud5a5\ub825\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \uc9c0\uc18d\uc801\uc73c\ub85c \uc120\ub450\ub97c \uc720\uc9c0\ud558\ub294 \ub370 \uacb0\uc815\uc801\uc778 \uc5ed\ud560\uc744 \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8 \uc9c0\uc5ed\uc740 2025\ub144\uae4c\uc9c0 25.10%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ubbf8\uad6d \uc815\ubd80\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uacfc \uac19\uc740 \uc815\ucc45\uc801 \uc9c0\uc6d0\uacfc \ud568\uaed8, \ud14c\uc2ac\ub77c, GM, \ud3ec\ub4dc \ub4f1 \uc8fc\uc694 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc758 \uc804\uae30\ucc28 \uc0dd\uc0b0 \ud655\ub300 \uacc4\ud68d\uc5d0 \ud798\uc785\uc740 \uacb0\uacfc\uc785\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc0dd\uc0b0 \uc2dc\uc124\uc5d0 \ub300\ud55c \ub300\uaddc\ubaa8 \ud22c\uc790\uac00 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc9c0\uc5ed \ub0b4 \uacf5\uae09\ub9dd\uc744 \uac15\ud654\ud558\uace0 \uc804\uae30\ucc28 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc720\ub7fd \uc9c0\uc5ed\uc740 2025\ub144\uae4c\uc9c0 20.25%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569(EU)\uc758 \uc5c4\uaca9\ud55c CO\u2082 \ubc30\ucd9c \uaddc\uc81c\uc640 \uc804\uae30\ucc28 \ubcf4\uc870\uae08 \uc815\ucc45\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ed\uc2a4\ubc14\uac90, \uc2a4\ud154\ub780\ud2f0\uc2a4, BMW \ub4f1 \uc720\ub7fd \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc790\uccb4 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ubcf4\ud558\uac70\ub098 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc744 \ub2e4\ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc9c0\uc18d \uac00\ub2a5\ud55c \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ubc0f \uc7ac\ud65c\uc6a9\uc5d0 \ub300\ud55c \uad00\uc2ec\uc774 \ub192\uc544\uc9c0\uba74\uc11c \uce5c\ud658\uacbd\uc801\uc778 \ubc30\ud130\ub9ac \uae30\uc220 \uac1c\ubc1c\uc774 \ud65c\ubc1c\ud788 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\ud0c0 \uc9c0\uc5ed\uc740 2025\ub144\uae4c\uc9c0 4.30%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc5d0\ub294 \ub0a8\ubbf8, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74 \ub4f1\uc774 \ud3ec\ud568\ub418\uba70, \uc544\uc9c1\uc740 \uc2dc\uc7a5 \uaddc\ubaa8\uac00 \uc791\uc9c0\ub9cc \uc804\uae30\ucc28 \ub3c4\uc785\uc5d0 \ub300\ud55c \uad00\uc2ec\uc774 \uc810\ucc28 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01\uad6d \uc815\ubd80\uc758 \uc804\uae30\ucc28 \ubcf4\uae09 \uc815\ucc45\uacfc \ucda9\uc804 \uc778\ud504\ub77c \ud655\ucda9 \ub178\ub825\uc774 \ub354\ud574\uc9c0\uba74\uc11c \ud5a5\ud6c4 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc774 \ud074 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \uae30\uc220 \ud601\uc2e0\uacfc \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\ub824 \ub178\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub85c\ub294 CATL, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ud30c\ub098\uc18c\ub2c9, \uc0bc\uc131SDI, BYD, SK\uc628 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \ubc30\ud130\ub9ac \uc131\ub2a5 \ud5a5\uc0c1, \ube44\uc6a9 \uc808\uac10, \uc548\uc804\uc131 \uac15\ud654, \uadf8\ub9ac\uace0 \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc2e0\uc18c\uc7ac \uac1c\ubc1c, \ucc28\uc138\ub300 \ubc30\ud130\ub9ac \uae30\uc220(\uc804\uace0\uccb4 \ubc30\ud130\ub9ac \ub4f1) \uc5f0\uad6c, \uadf8\ub9ac\uace0 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \ubc0f \uc7ac\uc0ac\uc6a9 \uc194\ub8e8\uc158 \uac1c\ubc1c\uc5d0\ub3c4 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uacfc\uc758 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc740 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc548\uc815\uc801\uc778 \uc218\uc694\ub97c \ud655\ubcf4\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc694\uc18c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\uae30\ucc28(EV)\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\ub294 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc640 \uae34 \uc218\uba85\uc73c\ub85c \ud604\ub300 \uc804\uae30\ucc28\uc758 \ud575\uc2ec \ub3d9\ub825\uc6d0\uc774\uba70, \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uae30\uc220 \ub3d9\ud5a5, \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 2029\ub144\uae4c\uc9c0 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9\uc774 kWh\ub2f9 80\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ud558\ub77d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uc810, \uc911\uad6d, EU, \ubbf8\uad6d \ub4f1 \uc8fc\uc694 \uc2dc\uc7a5\uc758 \ub300\ud615 \ud2b8\ub7ed \uc804\ub3d9\ud654 \uc758\ubb34\ud654, BYD, \ud14c\uc2ac\ub77c \ub4f1 OEM\uc758 \uc218\uc9c1 \uacc4\uc5f4\ud654\ub85c \uc778\ud55c \uc790\uccb4 \uc140 \uc218\uc694 \uc99d\uac00\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, IRA(\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95), EU BJT(\ubc30\ud130\ub9ac \ubcf4\uc870\uae08), \uc778\ub3c4 PLI(\uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c) \ub4f1 \uc815\ucc45\uc73c\ub85c \uc778\ud55c \uae30\uac00\ud329\ud1a0\ub9ac \ud604\uc9c0\ud654 \uacbd\uc7c1 \uc2ec\ud654, 800V \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98 \ub3c4\uc785\uc73c\ub85c \uc778\ud55c \ud3c9\uade0 \ubc30\ud130\ub9ac \ud06c\uae30 \uc99d\uac00, \uadf8\ub9ac\uace0 \ucf54\ubc1c\ud2b8\uac00 \uc5c6\ub294 LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac\uc758 \ube44\uc6a9 \uc6b0\uc704\ub85c \uac00\uaca9 \ubbfc\uac10\ub3c4\uac00 \ub192\uc740 2\ub95c\/3\ub95c \uc2dc\uc7a5\uc774 \ud655\ub300\ub418\ub294 \uc810 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc, \ub2c8\ucf08 \ud669\uc0b0\uc5fc \ub4f1 \uc6d0\uc790\uc7ac \ud604\ubb3c \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131, 2028\ub144 \uc774\ud6c4 \uace0\uccb4 \ubc30\ud130\ub9ac \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc0c1\uc6a9\ud654 \uc704\ud5d8\uc73c\ub85c \uc778\ud55c \ub9ac\ud2ac \uc774\uc628 \uc2dc\uc7a5 \uc7a0\uc2dd \uac00\ub2a5\uc131, \uc911\uad6d \uacf5\uae09\ub9dd \ucd94\uc801\uc131\uc5d0 \ub300\ud55c ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uac10\uc2dc \uac15\ud654, \uadf8\ub9ac\uace0 \ubc30\ud130\ub9ac \ud654\uc7ac \ub9ac\ucf5c\ub85c \uc778\ud55c \uc2e0\ud765 \uc2dc\uc7a5 \uc18c\ube44\uc790 \uc2e0\ub8b0\ub3c4 \ud558\ub77d \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ubc30\ud130\ub9ac \ud654\ud559(\ub9ac\ud2ac \uc774\uc628(NMC, LFP, NCA), \uc2e0\ud765 \uae30\uc220(\uace0\uccb4, Li-S, Na-ion), \ub0a9\ucd95, \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c), \uc140 \ud615\uc2dd(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58), \ucd94\uc9c4 \ubc29\uc2dd(BEV, PHEV, HEV), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\ub300\ud615 \ud2b8\ub7ed, \ubc84\uc2a4 \ubc0f \ucf54\uce58, 2\ub95c\/3\ub95c\ucc28), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 3,326\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 \uc5f0\ud3c9\uade0 18.61%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uace0\uccb4 \ubc30\ud130\ub9ac \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \uc140\uacfc \uac19\uc740 \uc2e0\ud765 \ubc30\ud130\ub9ac \ud654\ud559 \uae30\uc220\uc740 \uc2dc\ubc94 \uc0dd\uc0b0\uc5d0\uc11c \uc0c1\uc5c5 \uc0dd\uc0b0 \uaddc\ubaa8\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c 30.90%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \ubbf8\uad6d IRA\ub294 kWh\ub2f9 \ucd5c\ub300 35\ub2ec\ub7ec\uc758 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \uad6d\ub0b4 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \uacc4\ud68d\uc744 \uac00\uc18d\ud654\ud558\ub294 \ub4f1 \uc140 \uc81c\uc870 \uacbd\uc81c\uc131\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc2a4\ucfe0\ud130 \uc804\ub3d9\ud654 \uac00\uc18d\ud654\ub85c \uc778\ud574 2\ub95c\ucc28 \uc2dc\uc7a5\uc740 LFP \ud329\uc744 \uae30\ubc18\uc73c\ub85c \uc5f0\uac04 30% \uc774\uc0c1\uc758 \uc131\uc7a5\uc744 \ubcf4\uc774\uba70 \ubbf8\ub798 \ubc30\ud130\ub9ac \uc218\uc694\uc5d0 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd\uc740 CATL, BYD, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ud30c\ub098\uc18c\ub2c9 \uc5d0\ub108\uc9c0, \uc0bc\uc131 SDI \ub4f1 \uc0c1\uc704 5\uac1c \uae30\uc5c5\uc774 \uc804\uccb4 \uc124\uce58 \uc0dd\uc0b0\ub7c9\uc758 \uc57d 68%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 OEM\uc758 \uc218\uc9c1 \uacc4\uc5f4\ud654(\uc608: BYD, \ud14c\uc2ac\ub77c)\uac00 \uc810\uc9c4\uc801\uc73c\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud76c\uc11d\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubbf8\ub798 \uc804\ub9dd \ubc0f \uc8fc\uc694 \uc704\ud5d8\uc73c\ub85c\ub294 2028\ub144 \uc774\ud6c4 \uace0\uccb4 \ubc30\ud130\ub9ac \ub610\ub294 \ub098\ud2b8\ub968 \uc774\uc628 \uae30\uc220\uc758 \uc0c1\uc5c5\uc801 \uc131\uacf5\uc774 \uae30\uc874 \uc561\uccb4 \uc804\ud574\uc9c8 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694\ub97c \uc7a0\uc2dd\ud560 \uc218 \uc788\ub2e4\ub294 \uc810, \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f ESG \uac10\uc0ac \uac15\ud654\uac00 \ub2e8\uae30\uc801\uc778 \ubd88\ud655\uc2e4\uc131\uc744 \uac00\uc911\uc2dc\ud0a8\ub2e4\ub294 \uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \ubbf8\ucda9\uc871 \uc218\uc694\uc640 \uc7a0\uc7ac\uc801 \uae30\ud68c\ub97c \ud3c9\uac00\ud558\uba70 \uae0d\uc815\uc801\uc778 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\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-46864","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\/46864"}],"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=46864"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46864\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}