{"id":53319,"date":"2026-02-23T12:18:48","date_gmt":"2026-02-23T12:18:48","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/solar-energy-market-mordor\/"},"modified":"2026-04-03T23:18:39","modified_gmt":"2026-04-03T14:18:39","slug":"solar-energy-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/solar-energy-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud0dc\uc591\uad11 \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\/solar-energy-market-1749021509114-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\/solar-energy-market-size-image-1768436845431.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 \uc544\uc2dc\uc544 \uc9c0\uc5ed \uc870\ub2ec \uac00\uc18d\ud654\ud558\ub294 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 PV \ube44\uc6a9 \ub3d9\ub4f1\uc131<\/li>\n<li class=\"toc-level-3\">4.2.2 IRA \uc8fc\ub3c4 \ubbf8\uad6d \uad6d\ub0b4 \uc81c\uc870 \ubd90<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc720\ub7fd \ubc0f \ubd81\ubbf8 AI \ubc0f \ub370\uc774\ud130 \uc13c\ud130\uc758 \uae30\uc5c5 PPA \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc0c8\ub85c\uc6b4 \uc218\uc775 \ubaa8\ub378\uc744 \ucc3d\ucd9c\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc PV-\ubc30\ud130\ub9ac \ud504\ub85c\uc81d\ud2b8<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc81c\ud55c\ub41c \ud1a0\uc9c0 \uc2dc\uc7a5(\uc77c\ubcf8, EU)\uc744 \uac1c\ucc99\ud558\ub294 \ubd80\uc720\uc2dd \ubc0f \uc601\ub18d\ud615 \ud0dc\uc591\uad11 \uc124\uce58<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc911\ub3d9\uc758 \uadf8\ub9b0 \uc218\uc18c \uc5f0\uacc4 \ud0dc\uc591\uad11 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8<\/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 \uc911\uad6d \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \ubc0f \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uacfc\ub3c4\ud55c \uc758\uc874<\/li>\n<li class=\"toc-level-3\">4.3.2 \uace0\ubcf4\uae09 \uc9c0\uc5ed(\uc911\uad6d, \uc2a4\ud398\uc778)\uc758 \uacc4\ud1b5 \ud63c\uc7a1 \ubc0f \ucd9c\ub825 \uc81c\ud55c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \uacbd\uc81c\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uae08\ub9ac \uc778\uc0c1 \ud658\uacbd(\ubbf8\uad6d, EU)<\/li>\n<li class=\"toc-level-3\">4.3.4 \uace0\ud6a8\uc728 \ubc15\ub9c9\uc6a9 \ud76c\ud1a0\ub958 \uae08\uc18d \ubd80\uc871<\/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 \uc804\ub9dd<\/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 \uc18c\ube44\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<li class=\"toc-level-2\">4.8 \uac00\uaca9 \ubd84\uc11d &#8211; PV \ubaa8\ub4c8 ASP \ub3d9\ud5a5 (USD\/W)<\/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 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud0dc\uc591\uad11 \ubc1c\uc804 (PV)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc9d1\uad11\ud615 \ud0dc\uc591\uc5f4 \ubc1c\uc804 (CSP)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uadf8\ub9ac\ub4dc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uacc4\ud1b5\uc5f0\uacc4\ud615<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub3c5\ub9bd\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5 (C&amp;I)<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc8fc\uac70\uc6a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uad6c\uc131 \uc694\uc18c\ubcc4 (\uc815\uc131\uc801 \ubd84\uc11d)\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud0dc\uc591\uad11 \ubaa8\ub4c8\/\ud328\ub110<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc778\ubc84\ud130 (\uc2a4\ud2b8\ub9c1, \uc911\uc559, \ub9c8\uc774\ud06c\ub85c)<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc124\uce58 \ubc0f \ucd94\uc801 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc2dc\uc2a4\ud15c \uade0\ud615 \ubc0f \uc804\uae30 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ud1b5\ud569<\/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 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \ub3c5\uc77c<\/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 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.7 \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 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc778\ub3c4\ub124\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.8 \ubca0\ud2b8\ub0a8<\/li>\n<li class=\"toc-level-4\">5.5.3.9 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.3.10 \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(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Canadian Solar Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 JinkoSolar Holding Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.3 Trina Solar Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.4 LONGi Green Energy Technology Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.5 First Solar Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 JA Solar Technology Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 SunPower Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 REC Solar Holdings AS<\/li>\n<li class=\"toc-level-3\">6.4.9 Hanwha Q Cells Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.10 Risen Energy Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.11 Seraphim Solar System Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.12 Tata Power Solar Systems Ltd<\/li>\n<li class=\"toc-level-3\">6.4.13 Sunrun Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Enphase Energy Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 SMA Solar Technology AG<\/li>\n<li class=\"toc-level-3\">6.4.16 Array Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Nextracker Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Siemens Energy (CSP)<\/li>\n<li class=\"toc-level-3\">6.4.19 Abengoa SA<\/li>\n<li class=\"toc-level-3\">6.4.20 BrightSource Energy Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 ACCIONA Energia<\/li>\n<li class=\"toc-level-3\">6.4.22 ENGIE SA<\/li>\n<li class=\"toc-level-3\">6.4.23 ACWA 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 \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc740 2026\ub144 2.92 \ud14c\ub77c\uc640\ud2b8(TW)\uc5d0\uc11c 2031\ub144 7.25 \ud14c\ub77c\uc640\ud2b8(TW)\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 19.91%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uc7a5 \ud655\ub300\ub294 \uc8fc\ub85c \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \ud0dc\uc591\uad11(PV) \ud504\ub85c\uc81d\ud2b8\uac00 \ub300\ubd80\ubd84\uc758 \uc77c\uc870\ub7c9\uc774 \ud48d\ubd80\ud55c \uc9c0\uc5ed\uc5d0\uc11c \ub3c4\ub9e4 \uc804\ub825 \uac00\uaca9\uacfc \uac19\uac70\ub098 \uc774\ub97c \ub2a5\uac00\ud558\ub294 \uacbd\uc81c\uc131\uc744 \ud655\ubcf4\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc5d0 \ub530\ub978 \uc138\uc561 \uacf5\uc81c\ub294 1,100\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uad6d\ub0b4 \uc81c\uc870 \ud22c\uc790\ub97c \ucd09\ubc1c\ud588\uc73c\uba70, \ub370\uc774\ud130 \uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc758 \uae30\uc5c5 \uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d(PPA) \uc218\uc694 \uc99d\uac00, \ud0dc\uc591\uad11-\ubc30\ud130\ub9ac \ud558\uc774\ube0c\ub9ac\ub4dc \ud504\ub85c\uc81d\ud2b8\uc758 \ud655\uc0b0, \uadf8\ub9ac\uace0 \ud1a0\uc9c0 \uc81c\uc57d\uc774 \uc788\ub294 \uad6d\uac00\ub4e4\uc758 \uc815\ucc45 \uc9c0\uc6d0 \uac15\ud654 \ub4f1\uc774 \ubcf5\ud569\uc801\uc73c\ub85c \uc791\uc6a9\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc5ec\uc804\ud788 \uc2dc\uc7a5\uc758 \uc911\uc2ec\uc774\uc9c0\ub9cc, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \ud0dc\uc591\uad11 \ud504\ub85c\uc81d\ud2b8\uac00 \uadf8\ub9b0 \uc218\uc18c \uc218\ucd9c \uacc4\ud68d\uacfc \uc5f0\uacc4\ub418\uba74\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<\/p>\n<p>*   \uae30\uc220\ubcc4: \uacb0\uc815\uc9c8 \uc2e4\ub9ac\ucf58\uc740 2025\ub144 \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 99.7%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, TOPCon \uc140\uc740 2031\ub144\uae4c\uc9c0 20.4%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uadf8\ub9ac\ub4dc \uc720\ud615\ubcc4: \uacc4\ud1b5\uc5f0\uacc4\ud615 \uc2dc\uc2a4\ud15c\uc774 2025\ub144 \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 89.3%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ub3c5\ub9bd\ud615 \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 22.2%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ubc1c\uc804\uc18c\uac00 2025\ub144 \uc6a9\ub7c9\uc758 52.9%\ub97c \uc8fc\ub3c4\ud588\uc73c\uba70, \uc8fc\uac70\uc6a9 \uc625\uc0c1 \uc124\uce58\ub294 2031\ub144\uae4c\uc9c0 21.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc774 2025\ub144 \uc804 \uc138\uacc4 \uc6a9\ub7c9\uc758 64.5%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 22.7%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: LONGi Green Energy Technology, JinkoSolar Holding, Trina Solar, Canadian Solar, First Solar \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825:<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>1.  \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ud0dc\uc591\uad11 \ubc1c\uc804 \ube44\uc6a9 \uacbd\uc7c1\ub825 \ud655\ubcf4: 2024\ub144 \uc778\ub3c4\uc640 \uc911\uad6d\uc758 \ubca4\uce58\ub9c8\ud06c \uacbd\ub9e4 \uac00\uaca9\uc774 \ud0ac\ub85c\uc640\ud2b8\uc2dc\ub2f9 0.03\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ucc45\uc815\ub418\uc5b4 \uae30\uc874 \uc11d\ud0c4 \ubc1c\uc804 \uc694\uae08\ubcf4\ub2e4 \ucd5c\ub300 30% \ub0ae\uc544\uc84c\uc2b5\ub2c8\ub2e4. \uc774\ub294 2024\ub144 \uc911\uad6d 330GW, \uc778\ub3c4 18GW\uc758 \uae30\ub85d\uc801\uc778 \uc5f0\uac04 \ucd94\uac00 \uc124\uce58\ub7c9\uc73c\ub85c \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ub3d9\ub0a8\uc544\uc2dc\uc544 \uad6d\uac00\ub4e4\uc740 \ud0dc\uc591\uad11 \ubc1c\uc804 \ube44\uc6a9\uc774 \ud654\ub825 \ubc1c\uc804 \uac00\uaca9\ubcf4\ub2e4 \ub0ae\uc544\uc9c0\uc790 2024-2025\ub144 \ub3d9\uc548 12GW \uaddc\ubaa8\uc758 \uc11d\ud0c4 \ud504\ub85c\uc81d\ud2b8\ub97c \ucde8\uc18c\ud558\uace0 \ud0dc\uc591\uad11-\ubc30\ud130\ub9ac \ud558\uc774\ube0c\ub9ac\ub4dc\uc5d0 \ud22c\uc790\ub97c \uc804\ud658\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc5d0 \ub530\ub978 \uad6d\ub0b4 \uc81c\uc870 \ubd90: IRA\uc758 \uc139\uc158 45X \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub294 \uc140\uc5d0 \uc640\ud2b8\ub2f9 0.04\ub2ec\ub7ec, \uc644\uc81c\ud488 \ubaa8\ub4c8\uc5d0 \uc640\ud2b8\ub2f9 0.07\ub2ec\ub7ec\ub97c \uc81c\uacf5\ud558\uc5ec \ud604\uc9c0 \uc0dd\uc0b0\uc758 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. 2024\ub144 \ub9d0\uae4c\uc9c0 \ubbf8\uad6d\uc758 \ubaa8\ub4c8 \uc0dd\uc0b0 \ub2a5\ub825\uc740 42GW\ub85c 4\ubc30 \uc99d\uac00\ud588\uc73c\uba70, Qcells\ub294 14\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \uc5f0\ubc29 \ub300\ucd9c \ubcf4\uc99d\uc744 \ud655\ubcf4\ud558\uc5ec 10\uc5ec \ub144 \ub9cc\uc5d0 \ubbf8\uad6d \ucd5c\ucd08\uc758 \uc644\uc804 \ud1b5\ud569 \ud3f4\ub9ac\uc2e4\ub9ac\ucf58-\ubaa8\ub4c8 \uc0dd\uc0b0 \ub77c\uc778\uc744 \uac1c\ubc1c \uc911\uc785\ub2c8\ub2e4. First Solar\ub294 \uc624\ud558\uc774\uc624 \uacf5\uc7a5\uc744 6GW\ub85c \ud655\uc7a5\ud558\uace0 \uc568\ub77c\ubc30\ub9c8\uc5d0 3.5GW \uaddc\ubaa8\uc758 \uacf5\uc7a5\uc744 \ucc29\uacf5\ud558\uc5ec \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \ubcd1\ubaa9 \ud604\uc0c1\uc5d0\uc11c \uc790\uc720\ub85c\uc6b4 \uce74\ub4dc\ubbb4-\ud154\ub8e8\ub77c\uc774\ub4dc \ubaa8\ub4c8\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  AI \ubc0f \ub370\uc774\ud130 \uc13c\ud130\uc758 \uae30\uc5c5 PPA \uc218\uc694 \uc99d\uac00: 2024\ub144 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uc6cc\ud06c\ub85c\ub4dc\ub85c \uc778\ud574 \ub370\uc774\ud130 \uc13c\ud130 \uc804\ub825 \uc0ac\uc6a9\ub7c9\uc774 40% \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 25GW \uc774\uc0c1\uc758 \ud0dc\uc591\uad11 PPA\ub97c \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. Microsoft\uc758 Brookfield Asset Management\uc640\uc758 10.5GW \uacc4\uc57d, Google\uc758 2GW \ub124\ubc14\ub2e4-\ud14d\uc0ac\uc2a4 \ud504\ub85c\uc81d\ud2b8\ub294 \ub2e4\ub144\uac04\uc758 \ub300\uaddc\ubaa8 \uacc4\uc57d\uc73c\ub85c \uc2dc\uc7a5\uc774 \uc804\ud658\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uac1c\ubc1c\uc790\ub4e4\uc740 \uc774\uc81c 24\uc2dc\uac04 \uc804\ub825 \uacf5\uae09\uc744 \uc81c\uacf5\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \ud0dc\uc591\uad11-\ubc30\ud130\ub9ac \ud504\ub85c\uc81d\ud2b8\ub97c \ud1b5\ud574 \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \ud558\uc774\ube0c\ub9ac\ub4dc \ud0dc\uc591\uad11-\ubc30\ud130\ub9ac \ud504\ub85c\uc81d\ud2b8\uc758 \uc0c8\ub85c\uc6b4 \uc218\uc775 \ubaa8\ub378 \ucc3d\ucd9c: 2024\ub144 \ub9d0\uae4c\uc9c0 469\uac1c \ud604\uc7a5\uc5d0\uc11c 49GW\uc758 \ud0dc\uc591\uad11\uacfc 11.1GWh\uc758 \ubc30\ud130\ub9ac\uac00 \uacb0\ud569\ub41c \ud558\uc774\ube0c\ub9ac\ub4dc \ubc1c\uc804\uc18c\uac00 \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uc2a4\ud15c\uc740 \uc5d0\ub108\uc9c0 \ucc28\uc775 \uac70\ub798 \ub9c8\uc9c4\uacfc \uc8fc\ud30c\uc218 \uc870\uc808 \uc218\uc218\ub8cc\ub97c \ud655\ubcf4\ud558\uba70, \ub192\uc740 \ubcf4\uae09\ub960\uc744 \uac00\uc9c4 \uadf8\ub9ac\ub4dc\uc5d0\uc11c \ubc1c\uc804\ub7c9 \uc81c\ud55c(curtailment)\uc744 85%\uae4c\uc9c0 \uc904\uc774\ub294 \ud6a8\uacfc\ub97c \ubcf4\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc5d0\uc11c\ub294 2024\ub144 \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58 \uc124\uce58\uc758 72%\uac00 \ud0dc\uc591\uad11\uacfc \uc5f0\uacc4\ub418\uc5c8\uc73c\uba70, \uc774\ub294 \ud1b5\ud569 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc774\uc911 \uc138\uc561 \uacf5\uc81c \uad6c\uc870\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4.<br \/>\n5.  \ubd80\uc720\uc2dd \ubc0f \uc601\ub18d\ud615 \ud0dc\uc591\uad11 \uc124\uce58\ub97c \ud1b5\ud55c \ud1a0\uc9c0 \uc81c\uc57d \uc2dc\uc7a5 \uac1c\ucc99: \uc77c\ubcf8, \ub124\ub35c\ub780\ub4dc, \ud504\ub791\uc2a4, \ud55c\uad6d \ub4f1 \ud1a0\uc9c0 \uc81c\uc57d\uc774 \uc788\ub294 \uc2dc\uc7a5\uc5d0\uc11c \ubd80\uc720\uc2dd \ubc0f \uc601\ub18d\ud615 \ud0dc\uc591\uad11 \uc124\uce58\uac00 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n6.  \uc911\ub3d9 \uc9c0\uc5ed\uc758 \uadf8\ub9b0 \uc218\uc18c \uc5f0\uacc4 \ud0dc\uc591\uad11 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8: \uc911\ub3d9 \ubc0f \ubd81\uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc5d0\uc11c \uadf8\ub9b0 \uc218\uc18c \uc0dd\uc0b0\uacfc \uc5f0\uacc4\ub41c \ub300\uaddc\ubaa8 \ud0dc\uc591\uad11 \ud504\ub85c\uc81d\ud2b8\uac00 \ucd94\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \uc911\uad6d \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \ubc0f \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc758\uc874\ub3c4: \uc911\uad6d\uc740 \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \uc0dd\uc0b0\uc758 80-90%, \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc758 95%\ub97c \ucc28\uc9c0\ud558\uba70, \ud2b9\ud788 \uc2e0\uc7a5 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \uc0dd\uc0b0 \ub2a5\ub825\uc758 45%\ub97c \ub2f4\ub2f9\ud569\ub2c8\ub2e4. \ubbf8\uad6d \uc704\uad6c\ub974 \uac15\uc81c \ub178\ub3d9 \ubc29\uc9c0\ubc95(UFLPA)\uc73c\ub85c \uc778\ud574 2024\ub144\uae4c\uc9c0 3,800\uac1c \uc774\uc0c1\uc758 \ud0dc\uc591\uad11 \ud654\ubb3c\uc774 \ubbf8\uad6d \ud56d\uad6c\uc5d0\uc11c \uc5b5\ub958\ub418\uc5b4 8-12\uc8fc\uc758 \ubc30\uc1a1 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc720\ub7fd\uc758 \uad00\uc138 \uc870\uc0ac\ub3c4 \ubd88\ud655\uc2e4\uc131\uc744 \uac00\uc911\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uc911\uad6d \uc0dd\uc0b0 \ub2a5\ub825 \uac00\ub3d9\uc73c\ub85c \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \ud604\ubb3c \uac00\uaca9\uc740 2022\ub144 kg\ub2f9 35\ub2ec\ub7ec\uc5d0\uc11c 2024\ub144 6-8\ub2ec\ub7ec\ub85c \ud3ed\ub77d\ud558\uc5ec \ub9ce\uc740 1\ub4f1\uae09 \ubaa8\ub4c8 \uc81c\uc870\uc5c5\uccb4\uc758 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \ub192\uc740 \ubcf4\uae09\ub960 \uc9c0\uc5ed\uc758 \uadf8\ub9ac\ub4dc \ud63c\uc7a1 \ubc0f \ubc1c\uc804\ub7c9 \uc81c\ud55c: 2024\ub144 \uc911\uad6d\uc758 \uc804\uad6d\uc801\uc778 \ubc1c\uc804\ub7c9 \uc81c\ud55c\uc740 \uc57d 3%\uc600\uc73c\ub098, \uc2e0\uc7a5\uacfc \uac04\uc464 \uc9c0\uc5ed\uc740 \uc1a1\uc804\ub9dd \uad6c\ucd95\uc774 \ubc1c\uc804\ub7c9 \uc99d\uac00\ub97c \ub530\ub77c\uac00\uc9c0 \ubabb\ud574 8%\ub97c \ucd08\uacfc\ud588\uc2b5\ub2c8\ub2e4. \uc2a4\ud398\uc778\uc740 2024\ub144 \uc548\ub2ec\ub8e8\uc2dc\uc544\uc640 \uc5d1\uc2a4\ud2b8\ub808\ub9c8\ub450\ub77c \uc9c0\uc5ed\uc758 \uc0c1\ud638 \uc5f0\uacb0 \ud5c8\uac00\uac00 \uc9c0\uc5f0\ub418\uba74\uc11c 5GW \uc774\uc0c1\uc758 \ud504\ub85c\uc81d\ud2b8\uac00 \uc911\ub2e8\ub418\uc5b4 1,200GWh\uc758 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\ub97c \uc81c\ud55c\ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uce98\ub9ac\ud3ec\ub2c8\uc544\ub294 2024\ub144 240\ub9cc MWh\uc758 \ud0dc\uc591\uad11 \ubc1c\uc804\uc744 \uc81c\ud55c\ud588\uc73c\uba70, \ud14d\uc0ac\uc2a4\uc758 \ub300\uae30 \uc2dc\uac04\uc740 4\ub144\uc744 \ub118\uc5b4 \uac1c\ubc1c\uc790\ub4e4\uc774 \uc218\uc775 \ubcf4\ud638\ub97c \uc704\ud574 \ubc30\ud130\ub9ac \uc5f0\uacc4 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \uae08\ub9ac \uc778\uc0c1 \ud658\uacbd\uc774 \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \uacbd\uc81c\uc131\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5: \ubbf8\uad6d\uacfc \uc720\ub7fd(\ub3c5\uc77c, \ub124\ub35c\ub780\ub4dc)\uc5d0\uc11c \uae08\ub9ac \uc778\uc0c1\uc73c\ub85c \uc778\ud574 \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \uc124\uce58\uc758 \uacbd\uc81c\uc131\uc774 \uc545\ud654\ub418\uc5b4, \uc8fc\ud0dd \uc18c\uc720\uc8fc\uc758 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9 \ubd80\ub2f4\uc774 \ucee4\uc9c0\uace0 \ub300\ucd9c \uc0c1\ud658\uc561\uc774 \uc99d\uac00\ud558\uba74\uc11c \ud0dc\uc591\uad11 \uc124\uce58 \uacb0\uc815\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\ucce4\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9\uc774 \ud544\uc694\ud55c \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \uc2dc\uc7a5\uc5d0\uc11c \uc218\uc694 \uac10\uc18c\ub85c \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.  \uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d(PPA) \uac00\uaca9 \ud558\ub77d: 2023\ub144 4\ubd84\uae30 \uc720\ub7fd\uc758 \ud0dc\uc591\uad11 PPA \uac00\uaca9\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 10% \ud558\ub77d\ud588\uc73c\uba70, \ubbf8\uad6d\uc5d0\uc11c\ub294 2023\ub144 3\ubd84\uae30 PPA \uac00\uaca9\uc774 2022\ub144 3\ubd84\uae30 \ub300\ube44 15% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\ub825 \uc2dc\uc7a5\uc758 \uacf5\uae09 \uacfc\uc789\uacfc \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc1c\uc804\ub7c9 \uc99d\uac00\uc5d0 \ub530\ub978 \uac83\uc73c\ub85c, \uac1c\ubc1c\uc790\ub4e4\uc758 \ud504\ub85c\uc81d\ud2b8 \uc218\uc775\uc131\uc744 \uc800\ud558\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5.  \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09\ub9dd \ubd88\uc548\uc815: \ud0dc\uc591\uad11 \ubaa8\ub4c8 \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \ud3f4\ub9ac\uc2e4\ub9ac\ucf58, \uc740, \uad6c\ub9ac \ub4f1\uc758 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c0\uba74\uc11c \uc81c\uc870\uc5c5\uccb4\ub4e4\uc758 \uc0dd\uc0b0 \ube44\uc6a9 \uc608\uce21\uc774 \uc5b4\ub824\uc6cc\uc84c\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud2b9\uc815 \uc9c0\uc5ed\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd\uc740 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub098 \ubb34\uc5ed \ubd84\uc7c1 \ubc1c\uc0dd \uc2dc \uc804\uccb4 \uc0b0\uc5c5\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub294 \ubd88\uc548\uc815\uc131\uc744 \ub0b4\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \ubcf5\ud569\uc801\uc778 \uc694\uc778\ub4e4\uc740 2024\ub144 \ud0dc\uc591\uad11 \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc744 \ub454\ud654\uc2dc\ud0a4\uace0, \ub9ce\uc740 \uae30\uc5c5\ub4e4\uc774 \uc7ac\uc815\uc801 \uc555\ubc15\uc744 \ubc1b\uac8c \ud558\ub294 \uc8fc\uc694 \uc6d0\uc778\uc73c\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uac00\uaca9 \ud558\ub77d\uacfc \uc218\uc694 \uac10\uc18c\ub294 \uc2e0\uaddc \ud504\ub85c\uc81d\ud2b8 \uac1c\ubc1c\uc744 \uc704\ucd95\uc2dc\ud0a4\uace0 \uae30\uc874 \ud504\ub85c\uc81d\ud2b8\uc758 \uc218\uc775\uc131\uc744 \uc545\ud654\uc2dc\ucf1c, \uc0b0\uc5c5 \uc804\ubc18\uc758 \ud22c\uc790 \uc2ec\ub9ac\ub97c \uc704\ucd95\uc2dc\ud0a4\ub294 \uacb0\uacfc\ub97c \ucd08\ub798\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc804 \uc138\uacc4 \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc744 \ubd84\uc11d\ud558\uba70, \uacc4\ud1b5 \uc5f0\uacc4\ud615 \ubc0f \uc778\uc99d\ub41c \ub3c5\ub9bd\ud615 \ud0dc\uc591\uad11(PV) \ubc0f \uc9d1\uad11\ud615 \ud0dc\uc591\uc5f4(CSP) \ubc1c\uc804\uc18c\uc758 \ub204\uc801 \uc124\uce58 \uc6a9\ub7c9(\uae30\uac00\uc640\ud2b8 \ub2e8\uc704)\uc744 \uae30\uc900\uc73c\ub85c \ud569\ub2c8\ub2e4. \ud0dc\uc591\uc5f4 \uc628\uc218\uae30 \ubc0f \uc81c\uc870 \uc7a5\ube44\ub294 \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc8fc\uc694 \uc694\uc778:<br \/>\n\uae00\ub85c\ubc8c \ud0dc\uc591 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc740 \uc5ec\ub7ec \ub3d9\uc778\uc5d0 \uc758\ud574 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ud0dc\uc591\uad11 \ubc1c\uc804\uc758 \ube44\uc6a9 \ub3d9\ub4f1\uc131 \ub2ec\uc131\uc73c\ub85c \uc870\ub2ec\uc774 \ud65c\ubc1c\ud574\uc9c0\uace0 \uc788\uc73c\uba70, \ubbf8\uad6d\uc5d0\uc11c\ub294 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc5d0 \ub530\ub978 \uad6d\ub0b4 \uc81c\uc870 \ubd90\uc774 \uc77c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c\ub294 AI \ubc0f \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \uc218\uc694 \uc99d\uac00\ub85c \uae30\uc5c5 \uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d(PPA)\uc774 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud558\uc774\ube0c\ub9ac\ub4dc PV-\ubc30\ud130\ub9ac \ud504\ub85c\uc81d\ud2b8\ub294 \uc0c8\ub85c\uc6b4 \uc218\uc775 \ubaa8\ub378\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc73c\uba70, \uc218\uc0c1 \ud0dc\uc591\uad11 \ubc0f \uc601\ub18d\ud615 \ud0dc\uc591\uad11 \uc124\uce58\ub294 \uc77c\ubcf8\uacfc \uc720\ub7fd \ub4f1 \ud1a0\uc9c0 \uc81c\uc57d\uc774 \uc788\ub294 \uc2dc\uc7a5\uc744 \uac1c\ucc99\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\ub3d9 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uadf8\ub9b0 \uc218\uc18c \uc0dd\uc0b0\uacfc \uc5f0\uacc4\ub41c \ub300\uaddc\ubaa8 \ud0dc\uc591\uad11 \ud504\ub85c\uc81d\ud2b8\uac00 \ucd94\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uc911\uad6d \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \ubc0f \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd\uc758 \uacfc\ub3c4\ud55c \uc758\uc874\ub3c4\ub294 \uc8fc\uc694 \uc704\ud5d8 \uc694\uc18c\uc774\uba70, \uc911\uad6d\uacfc \uc2a4\ud398\uc778 \ub4f1 \uace0\uce68\ud22c \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uacc4\ud1b5 \ud63c\uc7a1 \ubc0f \ucd9c\ub825 \uc81c\ud55c \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uacfc \uc720\ub7fd\uc5d0\uc11c\ub294 \uae08\ub9ac \uc778\uc0c1 \ud658\uacbd\uc774 \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \ubc1c\uc804\uc758 \uacbd\uc81c\uc131\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc73c\uba70, \uace0\ud6a8\uc728 \ubc15\ub9c9 \ud0dc\uc591\uad11 \uc81c\uc870\uc5d0 \ud544\uc694\ud55c \ud76c\ud1a0\ub958 \uae08\uc18d\uc758 \ubd80\uc871 \ub610\ud55c \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc608\uce21:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uae30\uc220(\ud0dc\uc591\uad11, \uc9d1\uad11\ud615 \ud0dc\uc591\uc5f4), \uacc4\ud1b5 \uc720\ud615(\uacc4\ud1b5 \uc5f0\uacc4\ud615, \ub3c5\ub9bd\ud615), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8, \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5, \uc8fc\uac70\uc6a9), \uad6c\uc131 \uc694\uc18c(\ud0dc\uc591\uad11 \ubaa8\ub4c8, \uc778\ubc84\ud130, \uc7a5\ucc29 \ubc0f \ucd94\uc801 \uc2dc\uc2a4\ud15c, BOS \ubc0f \uc804\uae30 \uc7a5\uce58, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ud1b5\ud569) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 \uc8fc\uc694 \uad6d\uac00 \ud3ec\ud568)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud558\uace0 \uc131\uc7a5\ub960\uc744 \uc608\uce21\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860:<br \/>\n\uc5f0\uad6c\ub294 1\ucc28 \ubc0f 2\ucc28 \uc870\uc0ac\ub97c \ud1b5\ud574 \uc218\ud589\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 1\ucc28 \uc870\uc0ac\ub294 \ub3c5\ub9bd \ubc1c\uc804 \uc0ac\uc5c5\uc790, EPC \uae30\uc5c5, \uacc4\ud1b5 \uacc4\ud68d\uc790 \ubc0f \uaddc\uc81c \uae30\uad00\uacfc\uc758 \uc778\ud130\ubdf0\ub97c \ud3ec\ud568\ud558\uba70, 2\ucc28 \uc870\uc0ac\ub294 IEA, SolarPower Europe, IRENA \ub4f1 \uacf5\uc2e0\ub825 \uc788\ub294 \ub370\uc774\ud130\uc14b\uacfc \uc720\ub8cc \ub370\uc774\ud130\ubca0\uc774\uc2a4\ub97c \ud65c\uc6a9\ud558\uc5ec \uae30\uc5c5 \uc815\ubcf4 \ubc0f \uae30\uc220 \ud750\ub984\uc744 \ud655\uc778\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uc815\ucc45 \ubaa9\ud45c, \uacbd\ub9e4 \ud30c\uc774\ud504\ub77c\uc778, \ubaa8\ub4c8 \uac00\uaca9 \ubcc0\ub3d9, \uacc4\ud1b5 \uc5f0\uacb0 \ub300\uae30\uc5f4, \ubc30\ud130\ub9ac \uacb0\ud569 \ube44\uc911 \ub4f1\uc744 \uace0\ub824\ud55c \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc\ubc95\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \ub3d9\ub8cc \uac80\ud1a0\ub97c \uac70\uce58\uba70, \ubcf4\uace0\uc11c\ub294 12\uac1c\uc6d4\ub9c8\ub2e4 \uac31\uc2e0\ub418\uace0 \uc8fc\uc694 \uc815\ucc45 \ub610\ub294 \uac00\uaca9 \ubcc0\ub3d9 \uc2dc \uc911\uac04 \uc5c5\ub370\uc774\ud2b8\uac00 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. Mordor Intelligence\ub294 \uba85\ud655\ud55c \uc6a9\ub7c9 \uae30\ubc18 \uc815\uc758\uc640 \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud574 \ud22c\uba85\ud558\uace0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc2dc\uc7a5 \uae30\uc900\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc5f0\uad6c \uacb0\uacfc:<br \/>\n*   2026\ub144 \uc804 \uc138\uacc4 \ud0dc\uc591\uad11 \uc124\uce58 \uc6a9\ub7c9\uc740 2.92 \ud14c\ub77c\uc640\ud2b8(TW)\uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ubc1c\uc804\uc18c\uac00 \uc6a9\ub7c9 \ucd94\uac00\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\ub098, \uc8fc\uac70\uc6a9 \uc625\uc0c1 \uc2dc\uc2a4\ud15c\uc740 \uae08\uc735 \ube44\uc6a9 \uc644\ud654 \uc2dc 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 21.5%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   2026\ub144 \uc774\ud6c4 \uac00\uc7a5 \ube60\ub974\uac8c \uc6a9\ub7c9\uc744 \ucd94\uac00\ud558\ub294 \uc9c0\uc5ed\uc740 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c, \uadf8\ub9b0 \uc218\uc18c \uc0dd\uc0b0\uacfc \uc5f0\uacc4\ub41c \uba54\uac00 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 22.7%\uc758 \uc131\uc7a5\ub960\uc774 \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uc139\uc158 45X \ud06c\ub808\ub527\uc740 \uc640\ud2b8\ub2f9 \ucd5c\ub300 0.07 USD\uc758 \ud61c\ud0dd\uc744 \uc81c\uacf5\ud558\uc5ec 42 GW \uaddc\ubaa8\uc758 \uc2e0\uaddc \ubaa8\ub4c8 \uc0dd\uc0b0 \ub2a5\ub825 \ubc1c\ud45c\uc640 \uad6d\ub0b4 \ud3f4\ub9ac\uc2e4\ub9ac\ucf58 \ub77c\uc778 \uc7ac\uac00\ub3d9\uc744 \ucd09\uc9c4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ube0c\ub9ac\ub4dc \ud0dc\uc591\uad11-\ubc30\ud130\ub9ac \ud504\ub85c\uc81d\ud2b8\ub294 \uc5d0\ub108\uc9c0 \ucc28\uc775 \uac70\ub798, \uc6a9\ub7c9 \uc694\uae08 \ud655\ubcf4, \ucd9c\ub825 \uc81c\ud55c \uac10\uc18c\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ub2e8\ub3c5 \ud0dc\uc591\uad11 \uc790\uc0b0 \ub300\ube44 \ud504\ub85c\uc81d\ud2b8 \uc218\uc775\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ubbc0\ub85c \uc778\uae30\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed, PPA), \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f Canadian Solar, JinkoSolar, Hanwha Q Cells \ub4f1 23\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ub610\ud55c, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\ub97c \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-53319","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\/53319"}],"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=53319"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/53319\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=53319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=53319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=53319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}