{"id":54884,"date":"2026-02-24T06:24:02","date_gmt":"2026-02-24T06:24:02","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-battery-cell-market-mordor\/"},"modified":"2026-09-25T09:29:13","modified_gmt":"2026-09-25T00:29:13","slug":"global-battery-cell-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-battery-cell-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc30\ud130\ub9ac \uc140 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-battery-cell-market-1767684746454-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-cell-market-size-image-1769527855973.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 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.1.1 \uae09\uc99d\ud558\ub294 EV \uc0dd\uc0b0 \ubc0f \uc815\ubd80\uc758 \uc804\ub3d9\ud654 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.1.2 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.1.3 \uae30\uac00 \uaddc\ubaa8 \uc0dd\uc0b0 \ud559\uc2b5 \uace1\uc120\uc73c\ub85c \uc778\ud55c kWh\ub2f9 \ube44\uc6a9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.1.4 4680\uae09 \uc6d0\ud1b5\ud615 \ubc0f \ub300\ud615 \uac01\ud615 \uc140 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.1.5 IRA \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc81c\ub85c \uac00\uc18d\ud654\ub418\ub294 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124<\/li>\n<li class=\"toc-level-3\">4.1.6 \uc800\ube44\uc6a9 \ubaa8\ube4c\ub9ac\ud2f0 \ubc0f ESS\ub97c \uc704\ud55c \ub098\ud2b8\ub968 \uc774\uc628 \uc140 \uc0c1\uc6a9\ud654<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubcc0\ub3d9\uc131 \ubc0f \uac00\uaca9 \uae09\ub4f1<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud654\uc7ac \uc548\uc804 \uc0ac\uace0\ub85c \uc778\ud55c \uaddc\uc81c \uac15\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 \uae00\ub85c\ubc8c \uacfc\uc789 \uc0dd\uc0b0\uc73c\ub85c \uc778\ud55c \uc2ec\uac01\ud55c \uac00\uaca9 \uacbd\uc7c1<\/li>\n<li class=\"toc-level-3\">4.2.4 EV \ubcf4\uc870\uae08 \ud3d0\uc9c0 \ubc0f \uc815\ucc45 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud55c \uc218\uc694 \uc704\ucd95<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.4 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.5 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uc18c\ube44\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \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 \ud3fc \ud329\ud130\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uac01\ud615<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc6d0\ud1b5\ud615<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud30c\uc6b0\uce58\ud615<\/li>\n<li class=\"toc-level-3\">5.1.4 \ucf54\uc778 \ubc0f \ubc84\ud2bc\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud654\ud559\ubb3c\uc9c8\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub9ac\ud2ac \uc774\uc628 NMC<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub9ac\ud2ac \uc774\uc628 LFP<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub9ac\ud2ac \uc774\uc628 NCA<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub9ac\ud2ac \uc774\uc628 LMO\/LCO<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc804\uace0\uccb4 (\ubc18\uace0\uccb4 \ubc0f \uc804\uace0\uccb4)<\/li>\n<li class=\"toc-level-3\">5.2.6 \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f \uae30\ud0c0 \uc2e0\ud765<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ub3d9\ucc28 (BEV, PHEV, HEV)<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc5d0\ub108\uc9c0 \uc800\uc7a5 (\uc720\ud2f8\ub9ac\ud2f0, \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5, \uc8fc\uac70\uc6a9)<\/li>\n<li class=\"toc-level-3\">5.3.3 \uac00\uc804\uc81c\ud488 \ubc0f \uc6e8\uc5b4\ub7ec\ube14<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc804\ub3d9 \uacf5\uad6c \ubc0f \uc6d0\uc608 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.3.5 SLI \ubc0f \ub9c8\uc774\ud06c\ub85c \ubaa8\ube4c\ub9ac\ud2f0 (\uc804\uae30 \uc790\uc804\uac70, \uc2a4\ucfe0\ud130)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \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 Contemporary Amperex Technology (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.2 LG Energy Solution<\/li>\n<li class=\"toc-level-3\">6.4.3 BYD Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.4 Panasonic Energy<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI<\/li>\n<li class=\"toc-level-3\">6.4.6 SK On<\/li>\n<li class=\"toc-level-3\">6.4.7 Envision AESC<\/li>\n<li class=\"toc-level-3\">6.4.8 CALB Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 Gotion High-Tech<\/li>\n<li class=\"toc-level-3\">6.4.10 EVE Energy<\/li>\n<li class=\"toc-level-3\">6.4.11 Northvolt AB<\/li>\n<li class=\"toc-level-3\">6.4.12 SVOLT Energy<\/li>\n<li class=\"toc-level-3\">6.4.13 Farasis Energy<\/li>\n<li class=\"toc-level-3\">6.4.14 Sunwoda Electronic<\/li>\n<li class=\"toc-level-3\">6.4.15 Murata Manufacturing<\/li>\n<li class=\"toc-level-3\">6.4.16 VARTA AG<\/li>\n<li class=\"toc-level-3\">6.4.17 EnerSys<\/li>\n<li class=\"toc-level-3\">6.4.18 Duracell<\/li>\n<li class=\"toc-level-3\">6.4.19 Microvast<\/li>\n<li class=\"toc-level-3\">6.4.20 A123 Systems<\/li>\n<li class=\"toc-level-3\">6.4.21 Amprius Technologies<\/li>\n<li class=\"toc-level-3\">6.4.22 Solid Power<\/li>\n<li class=\"toc-level-3\">6.4.23 QuantumScape<\/li>\n<li class=\"toc-level-3\">6.4.24 ProLogium Technology<\/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 \uc140 \uc2dc\uc7a5 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ud1b5\uacc4<\/p>\n<p>\ubc30\ud130\ub9ac \uc140 \uc2dc\uc7a5\uc740 2026\ub144 934\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 2,419\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\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) 20.95%\ub97c \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\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\ucc28\ub7c9 \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c \uac15\ud654, \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uad6c\ucd95 \ud655\ub300, \uadf8\ub9ac\uace0 \uc0dd\uc0b0 \ube44\uc6a9 \ud558\ub77d\uc774 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc740 4680 \uc6d0\ud1b5\ud615 \uc140\uc744 \uad6c\uc870\uc6a9 \ud329\uc5d0 \ud45c\uc900\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc804\ub825 \ud68c\uc0ac\ub4e4\uc740 \uc800\ube44\uc6a9\uc73c\ub85c \uae34 \uc218\uba85 \uc8fc\uae30\ub97c \uc81c\uacf5\ud558\ub294 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \uc2dc\uc2a4\ud15c\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \uc911\uad6d, \ubbf8\uad6d, \uc720\ub7fd \uc5f0\ud569\uc758 \uae30\uac00\ud329\ud1a0\ub9ac \ud504\ub85c\uadf8\ub7a8\uc774 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac00\uc18d\ud654\ud558\ub294 \ud55c\ud3b8, \uacfc\uc789 \uacf5\uae09\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \uc555\ubc15\uc740 \uc774\uc911 \uc18c\uc2f1 \uc804\ub7b5\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc11c\uad6c\uc640 \uc911\uad6d \uacf5\uae09\ub9dd\uc758 \ubd84\ub9ac\ub294 \ub354 \ub192\uc740 \uc548\uc804\uc131\uacfc \ud604\uc9c0 \uad11\ubb3c \ud22c\uc785\uc744 \uc57d\uc18d\ud558\ub294 \uc804\uace0\uccb4 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \uae30\uc220\ub85c \uc790\ubcf8\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc8fc\uc694 \ub0b4\uc6a9\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. 2025\ub144 \uae30\uc900, \ud3fc \ud329\ud130\ubcc4\ub85c\ub294 \uc6d0\ud1b5\ud615 \uc140\uc774 53.5%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud30c\uc6b0\uce58 \uc140\uc740 2031\ub144\uae4c\uc9c0 25.8%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud654\ud559 \ubb3c\uc9c8\ubcc4\ub85c\ub294 \ub2c8\ucf08-\ub9dd\uac04-\ucf54\ubc1c\ud2b8(NMC)\uac00 44.9%\uc758 \uc810\uc720\uc728\uc744 \ubcf4\uc600\uc73c\ub098, \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 40.5%\uc758 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uce21\uba74\uc5d0\uc11c\ub294 \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 2025\ub144 \uc2dc\uc7a5\uc758 55.1%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 29.4%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 52.8%\uc758 \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uc73c\uba70, 2031\ub144\uae4c\uc9c0 25.2%\uc758 CAGR\ub85c \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. CATL\uc740 2024\ub144 \uc804 \uc138\uacc4 \uc2dc\uc7a5\uc5d0\uc11c 37%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc9c0\ucf30\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>1.  \uc804\uae30\ucc28 \uc0dd\uc0b0 \uae09\uc99d \ubc0f \uc815\ubd80\uc758 \uc804\ub3d9\ud654 \uc758\ubb34\ud654: 2024\ub144 \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9\uc740 1,400\ub9cc \ub300\ub97c \ub118\uc5b4\uc130\uc73c\uba70, \uce98\ub9ac\ud3ec\ub2c8\uc544, EU, \uc911\uad6d \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\uc758 \uaddc\uc81c\ub294 \ub0b4\uc5f0\uae30\uad00\ucc28\uc758 \ub2e8\uacc4\uc801 \ud3d0\uc9c0\ub97c 2035\ub144 \ub610\ub294 \uadf8 \uc774\uc804\uc73c\ub85c \uc55e\ub2f9\uae30\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \ubc30\ud130\ub9ac \ubd80\ud488 \uc870\ub2ec\uc744 \ubb34\uc5ed \ud611\uc815 \ud30c\ud2b8\ub108\ub85c \uc720\ub3c4\ud558\uba70, \uc720\ub7fd\uc758 CO\u2082 \ubc30\ucd9c\ub7c9 \uaddc\uc81c\ub294 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 \ucd9c\uc2dc\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc2e0\uc5d0\ub108\uc9c0\ucc28 \uad6c\ub9e4\uc138 \uba74\uc81c\ub97c 2027\ub144\uae4c\uc9c0 \uc5f0\uc7a5\ud558\uc5ec \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc218\uc694\uc758 \uc57d \uc808\ubc18\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc13c\ud2f0\ube0c\uc758 \ucc28\uc774\ub294 \uc11c\uad6c OEM\uc774 \uc7a5\uac70\ub9ac \ubaa8\ub378\uc5d0 \uace0\ub2c8\ucf08 \uc140\uc744 \uc120\ud638\ud558\uace0, \uc911\uad6d\uc740 \uc800\uac00\ud615 LFP \ud329\uc744 \ucc44\ud0dd\ud558\ub294 \ub4f1 \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8\uc758 \uc774\uc6d0\ud654\ub97c \ucd08\ub798\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc218\uc694 \uc99d\uac00: 2024\ub144 \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \ubc30\ud130\ub9ac \uc6a9\ub7c9\uc740 \ub204\uc801 50GWh\ub97c \ucd08\uacfc\ud588\uc73c\uba70, \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubcf4\uae09 \uc758\ubb34\ud654\uc640 \ubcf4\uc870 \uc11c\ube44\uc2a4 \uc218\uc775\uc774 \ud504\ub85c\uc81d\ud2b8 \uacbd\uc81c\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 Moss Landing \uc0ac\uc774\ud2b8 \ud655\uc7a5\uacfc ERCOT\uc758 4GW \ucd94\uac00\ub294 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc758 \uc911\uc694\uc131\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc7a5\uae30 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ud611\uc758\ud68c(LDESC)\ub294 2040\ub144\uae4c\uc9c0 1.5TWh \uc124\uce58\ub97c \uc608\uce21\ud558\uba70, \uc774\ub294 10,000\ud68c \uc0ac\uc774\ud074 \ub0b4\uad6c\uc131\uc744 \uac16\ucd98 \ud654\ud559 \ubb3c\uc9c8 \uc124\uacc4\ub85c\uc758 \uc804\ud658\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \ud638\uc8fc\uc5d0\uc11c\ub294 LFP\uac00 \uace0\uc815\ud615 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \uae30\uac00 \uaddc\ubaa8 \uc0dd\uc0b0 \ud559\uc2b5 \uace1\uc120\uc5d0 \ub530\ub978 $\/kWh \ud558\ub77d: 2024\ub144 LFP \uc2dc\uc2a4\ud15c\uc758 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9\uc740 100\ub2ec\ub7ec\/kWh \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc838, \ubcf4\uc870\uae08 \uc5c6\uc774\ub3c4 \uc804\uae30\ucc28\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. CATL\uc758 Fuding \uacf5\uc7a5\uc740 \uc218\uc9c1\uc801 \uc591\uadf9 \ud1b5\ud569\uacfc \uace0\uc18d \ucf54\ud305 \ub77c\uc778\uc744 \ud1b5\ud574 50\ub2ec\ub7ec\/kWh\uc758 \uc140 \ube44\uc6a9\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \ud30c\ub098\uc18c\ub2c9\uc758 \uce94\uc790\uc2a4 \uc2dc\uc124\uc740 4680 \uc0dd\uc0b0\uc744 \ud1b5\ud574 \uc640\ud2b8\uc2dc\ub2f9 \ub2ec\ub7ec \ube44\uc6a9\uc744 15% \uc808\uac10\ud588\uc73c\uba70, \uc0bc\uc131SDI\uc640 GM\uc740 2026\ub144\uae4c\uc9c0 \uc778\ub514\uc560\ub098 \ud569\uc791 \ud22c\uc790 \uacf5\uc7a5\uc5d0\uc11c kWh\ub2f9 \ub178\ub3d9 \ud22c\uc785\ub7c9\uc744 40% \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \ud604\ubb3c \uac00\uaca9 \ud558\ub77d\ub3c4 OEM\uc758 \ube44\uc6a9 \uc808\uac10 \uc5ec\ub825\uc744 \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.  4680 \uc6d0\ud1b5\ud615 \ubc0f \ub300\ud615 \uac01\ud615 \uc140 \ucc44\ud0dd: \ud14c\uc2ac\ub77c\uc758 \uae30\uac00 \ud14d\uc0ac\uc2a4\ub294 2024\ub144 4GWh\uc758 4680 \uc140 \uc5f0\uac04 \uc0dd\uc0b0\ub7c9\uc744 \ub2ec\uc131\ud588\uc73c\uba70, 2026\ub144\uae4c\uc9c0 100GWh\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. 46x80mm \uc140\uc740 2170 \uc720\ub2db\ubcf4\ub2e4 5\ubc30 \ub9ce\uc740 \uc5d0\ub108\uc9c0\ub97c \uc800\uc7a5\ud558\uace0 \uc6a9\uc811 \ud69f\uc218\ub97c \uc808\ubc18\uc73c\ub85c \uc904\uc5ec \uc870\ub9bd \ube44\uc6a9\uc744 \uc57d 30% \uc808\uac10\ud569\ub2c8\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 \uc560\ub9ac\uc870\ub098 \ub77c\uc778\uacfc BYD\uc758 \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac\ub3c4 \ubaa8\ub4c8 \ud558\uc6b0\uc9d5\uc744 \uc904\uc774\uace0 \ubd80\ud53c \ud65c\uc6a9\ub3c4\ub97c \ucd5c\ub300 50% \ub192\uc774\ub294 \uc720\uc0ac\ud55c \ub300\ud615 \ud3ec\ub9f7 \uc804\ub7b5\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud45c\uc900\ud654\ub294 \ube44\ud14c\uc2ac\ub77c OEM\uc758 \ud234\ub9c1 \uc704\ud5d8\uc744 \ub0ae\ucd94\uace0 \ub2e4\uc911 \uc18c\uc2f1 \uc870\ub2ec\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1.  \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubcc0\ub3d9\uc131 \ubc0f \uac00\uaca9 \uae09\ub4f1: 2022\ub144 \ub9d0\ubd80\ud130 2024\ub144 \ub9d0\uae4c\uc9c0 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uac00\uaca9\uc774 87% \uae09\ub77d\ud558\uc5ec \uc77c\ubd80 \uad11\uc0b0 \uae30\uc5c5\uc774 \ud30c\uc0b0\ud558\uace0 \uacc4\ud68d\ub41c \uc0dd\uc0b0\ub7c9 30\ub9cc \ud1a4\uc774 \uc9c0\uc5f0\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8 \uac00\uaca9\ub3c4 2024\ub144 40% \ud558\ub77d\ud588\uc9c0\ub9cc, \ucf69\uace0\ubbfc\uc8fc\uacf5\ud654\uad6d\uc5d0 70% \uc774\uc0c1 \uc9d1\uc911\ub41c \uacf5\uae09\uc740 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \uc9c0\uc18d\uc2dc\ud0b5\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ub77c\ud14c\ub77c\uc774\ud2b8 \ub2c8\ucf08 \ud655\uc7a5\uc73c\ub85c \uc800\uae09 \uae08\uc18d\uc774 \ucd94\uac00\ub418\uc5c8\uc73c\ub098 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac\uc5d0\ub294 \ubd80\uc801\ud569\ud558\uc5ec Class-1 \ub2c8\ucf08 \ud504\ub9ac\ubbf8\uc5c4\uc774 \uac15\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud3ec\ub4dc\uc758 CATL LFP \uc140 \ub77c\uc774\uc120\uc2a4 \uacc4\uc57d\uc740 OEM\uc774 \ub2c8\ucf08 \uc758\uc874\ub3c4\uc5d0\uc11c \ubc97\uc5b4\ub098\ub824\ub294 \uc6c0\uc9c1\uc784\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>2.  \ud654\uc7ac \uc548\uc804 \uc0ac\uace0\ub85c \uc778\ud55c \uaddc\uc81c \uac15\ud654: 2024\ub144 \ud55c\uad6d\uc5d0\uc11c \ubc1c\uc0dd\ud55c ESS \ud654\uc7ac \uc0ac\uace0\uc640 \uce98\ub9ac\ud3ec\ub2c8\uc544 Moss Landing \uc0ac\uc774\ud2b8\uc758 \uc5f4 \ud3ed\uc8fc \uc0ac\uace0\ub294 IEC 62619 \ubc0f UL 9540A \uc804\ud30c \ud14c\uc2a4\ud2b8\uc640 \uac19\uc740 \uac15\ud654\ub41c \uc548\uc804 \ud504\ub85c\ud1a0\ucf5c\uc758 \ud544\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc774\ub294 \uc778\uc99d \uc8fc\uae30\ub97c 6-9\uac1c\uc6d4 \uc5f0\uc7a5\ud558\uace0 kWh\ub2f9 0.50-1.00\ub2ec\ub7ec\uc758 \ucd94\uac00 \ube44\uc6a9\uc744 \ubc1c\uc0dd\uc2dc\ud0b5\ub2c8\ub2e4. \ub274\uc695\uc2dc\uc758 \uc804\uae30 \uc790\uc804\uac70 \ud329\uc5d0 \ub300\ud55c UL 2849 \uc2b9\uc778 \uc758\ubb34\ud654\ub294 \ub9c8\uc774\ud06c\ub85c \ubaa8\ube4c\ub9ac\ud2f0 \uc6b4\uc601\uc790\uc758 \ub2e8\uc704 \ube44\uc6a9\uc744 \uc57d 20% \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ubcf4\ud5d8\uc0ac\ub4e4\uc740 \uac00\uc2a4 \uc18c\ud654 \ub610\ub294 \uc5f4 \ucc28\ub2e8\ubcbd\uc774 \uc5c6\ub294 \uc2dc\uc124\uc5d0 \ub300\ud574 \ubcf4\ud5d8\ub8cc\ub97c 30-50% \uc778\uc0c1\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \uae00\ub85c\ubc8c \uacfc\uc789 \uc0dd\uc0b0\uc73c\ub85c \uc778\ud55c \uc2ec\uac01\ud55c \uac00\uaca9 \uacbd\uc7c1: \uc911\uad6d \uc911\uc2ec\uc758 \uacfc\uc789 \uc0dd\uc0b0(\uae00\ub85c\ubc8c \uc0dd\uc0b0 \ub2a5\ub825\uc758 70% \uc774\uc0c1)\uc740 \uc720\ub7fd\uacfc \ubd81\ubbf8\ub85c \uac00\uaca9 \uc555\ub825\uc744 \ud655\uc0b0\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, 2\ub4f1\uae09 \uc5c5\uccb4\ub4e4\uc758 \uac00\ub3d9\ub960\uc740 50% \ubbf8\ub9cc\uc785\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc758 \uc218\uc775\uc131\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>4.  \uc804\uae30\ucc28 \ubcf4\uc870\uae08 \ucd95\uc18c \ubc0f \uc815\ucc45 \ubd88\ud655\uc2e4\uc131: \uc720\ub7fd(\ub3c5\uc77c, \ud504\ub791\uc2a4 \ubcf4\uc870\uae08 \ucd95\uc18c), \uc911\uad6d(NEV \ubcf4\uc870\uae08 \ub2e8\uacc4\uc801 \ud3d0\uc9c0), \ubbf8\uad6d(IRA \ud06c\ub808\ub527 \ubcf5\uc7a1\uc131) \ub4f1 \uc8fc\uc694 \uc2dc\uc7a5\uc5d0\uc11c \uc804\uae30\ucc28 \ubcf4\uc870\uae08 \uc815\ucc45\uc758 \ubcc0\ud654\uc640 \ubd88\ud655\uc2e4\uc131\uc740 \uc218\uc694\ub97c \uc704\ucd95\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ud3fc \ud329\ud130\ubcc4: \uc6d0\ud1b5\ud615 \uc140\uc740 2025\ub144 53.5%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc73c\uba70, 18650\/2170 \ub77c\uc778\uacfc \ud14c\uc2ac\ub77c\uc758 4680 \uc0dd\uc0b0 \ud655\ub300\uc5d0 \ud798\uc785\uc5c8\uc2b5\ub2c8\ub2e4. \ud30c\uc6b0\uce58 \uc140\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc0ac\ub4e4\uc774 \ubaa8\ub4c8 \uc5c6\ub294 \ud329 \uc124\uacc4\ub97c \ucc44\ud0dd\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 25.8%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. BYD\uc758 \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac\uc640 \uac19\uc740 \uc140-\ud22c-\uc100\uc2dc(Cell-to-Chassis) \uc544\ud0a4\ud14d\ucc98\ub294 \ubd80\ud53c \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \ucc28\ub7c9 \uc911\ub7c9\uc744 \uc904\uc5ec \ud30c\uc6b0\uce58 \ub514\uc790\uc778\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c 2031\ub144\uae4c\uc9c0 3\ubc30 \uc774\uc0c1 \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc720\uc5f0\ud55c \uc54c\ub8e8\ubbf8\ub284 \ub77c\ubbf8\ub124\uc774\ud2b8 \ucf00\uc774\uc2f1\uc774 \uace0\uc0ac\uc774\ud074 \uc0ac\uc6a9 \uc2dc \ubd80\ud480\uc5b4 \uc624\ub97c \uc218 \uc788\ub2e4\ub294 \ub0b4\uad6c\uc131 \ubb38\uc81c\uc640 EU \ubc30\ud130\ub9ac \uaddc\uc815\uc758 \ubd84\ud574 \uc6a9\uc774\uc131 \uc694\uad6c \uc0ac\ud56d\uc740 \uc720\ub7fd\uc5d0\uc11c \ud30c\uc6b0\uce58 \uc140 \ucc44\ud0dd\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud654\ud559 \ubb3c\uc9c8\ubcc4: \ub2c8\ucf08-\ub9dd\uac04-\ucf54\ubc1c\ud2b8(NMC)\ub294 2025\ub144 \ubc30\ud130\ub9ac \uc140 \uc2dc\uc7a5\uc758 44.9%\ub97c \ucc28\uc9c0\ud558\uba70 400\ub9c8\uc77c \uc774\uc0c1\uc758 \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\ub294 \ub0ae\uc740 \ucd08\uae30 \uc810\uc720\uc728\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 2031\ub144\uae4c\uc9c0 40.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud000\ud140\uc2a4\ucf00\uc774\ud504\uc758 15\uce35 \ubd84\ub9ac\ub9c9\uc740 2024\ub144 \uc2dc\ud5d8\uc5d0\uc11c 800Wh\/L\uc758 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud588\uc73c\uba70, \ud3ed\uc2a4\ubc14\uac90\uc758 \ud22c\uc790\ub97c \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4. \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP)\uc740 2024\ub144 \uc911\uad6d \uc2b9\uc6a9 \uc804\uae30\ucc28 \uc124\uce58\uc758 50% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70 70\ub2ec\ub7ec\/kWh \ud329 \uacbd\uc81c\uc131\uacfc \uace0\uc720\ud55c \uc5f4 \uc548\uc815\uc131\uc744 \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\ub294 BYD\uc758 30GWh \uc7a5\uc464 \uc2dc\uc124\uc5d0\uc11c \uc0dd\uc0b0\uc774 \uc2dc\uc791\ub418\uc5c8\uc73c\uba70, \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub294 20% \ub0ae\uc9c0\ub9cc \uc7ac\ub8cc \ube44\uc6a9\uc774 30% \uc800\ub834\ud558\uc5ec \uc2a4\ucfe0\ud130, \uc804\uae30 \uc790\uc804\uac70 \ubc0f \uace0\uc815\ud615 \uc800\uc7a5 \uc7a5\uce58\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \uc804\uace0\uccb4 \ub77c\uc778\uc758 \ub192\uc740 \uc790\ubcf8 \uc7a5\ubcbd\uc740 \uc218\uc9c1 \ud1b5\ud569 \ub300\uae30\uc5c5\uc774\ub098 \uc790\uae08\ub825\uc774 \ud48d\ubd80\ud55c \uc2a4\ud0c0\ud2b8\uc5c5\uc73c\ub85c \ucc38\uc5ec\ub97c \uc81c\ud55c\ud558\uba70, EU \ubc30\ud130\ub9ac \uaddc\uc815\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d \uc0c1\ud55c\uc120\uc740 \uac00\uc5f0\uc131 \uc6a9\ub9e4\ub97c \uc81c\uac70\ud558\uace0 \uc81c\uc870 \uc5d0\ub108\uc9c0\ub97c \ucd5c\ub300 30% \uc808\uac10\ud558\ub294 \uc804\uace0\uccb4 \uc635\uc158\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 2025\ub144 \ubc30\ud130\ub9ac \uc140 \uc2dc\uc7a5\uc758 55.1%\ub97c \ucc28\uc9c0\ud558\uba70 600GWh \uc774\uc0c1\uc758 \uc140 \uc218\uc694\ub97c \ucc3d\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uadf8\ub9ac\ub4dc \uc800\uc7a5 \uc7a5\uce58 \uc124\uce58\ub294 2031\ub144\uae4c\uc9c0 29.4%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uc5ec \ucc28\ub7c9 \uc131\uc7a5\ub960\uc744 \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544, \ud14d\uc0ac\uc2a4, \ub0a8\ud638\uc8fc\ub294 \uc774\ubbf8 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubcf4\uae09\ub960\uc774 50%\ub97c \ucd08\uacfc\ud568\uc5d0 \ub530\ub77c \uc8fc\ud30c\uc218 \uc870\uc808 \ubc0f \ud53c\ud06c \uc2dc\ud504\ud2b8 \uc11c\ube44\uc2a4\uc5d0 \ubc30\ud130\ub9ac\ub97c \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ube44\uc790 \uac00\uc804\uc740 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 12%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc2a4\ub9c8\ud2b8\ud3f0 \uc6a9\ub7c9\uc774 5,000mAh \uadfc\ucc98\uc5d0\uc11c \uc815\uccb4\ub418\uba74\uc11c \ub2e8\uc704 \uc131\uc7a5\uc774 \ub454\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub3d9 \uacf5\uad6c \uc218\uc694\ub294 18650 \uc140\uacfc \uac19\uc740 \uace0\ucd9c\ub825 \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc9c0\uc5ed\ubcc4: \uc911\uad6d\uc740 2025\ub144 \ubc30\ud130\ub9ac \uc140 \uc2dc\uc7a5\uc758 60% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uac15\ub825\ud55c \uad6d\ub0b4 \uc218\uc694, \uc815\ubd80 \uc9c0\uc6d0, \uadf8\ub9ac\uace0 \uc138\uacc4 \ucd5c\ub300 \uaddc\ubaa8\uc758 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc704\uce58\ud574 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc740 \uc804\uae30\ucc28 \uc804\ud658 \uc815\ucc45\uacfc \ud604\uc9c0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ud1b5\ud574 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, 2030\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ubd81\ubbf8\ub294 IRA(\uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95)\uc640 \uac19\uc740 \uc815\ucc45\uc801 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 \ubc30\ud130\ub9ac \uc81c\uc870 \ubc0f \uacf5\uae09\ub9dd \uad6c\ucd95\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc218\uc694\uac00 \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud55c\uad6d\uacfc \uc77c\ubcf8\uc740 \uae30\uc220 \ub9ac\ub354\uc2ed\uc744 \ubc14\ud0d5\uc73c\ub85c \uace0\uc131\ub2a5 \ubc30\ud130\ub9ac \uac1c\ubc1c \ubc0f \uc0dd\uc0b0\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \ucc28\uc138\ub300 \ubc30\ud130\ub9ac \uae30\uc220 \ubd84\uc57c\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uc140 \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \ud604\ud669, \uc131\uc7a5 \uc804\ub9dd, \uc8fc\uc694 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uacbd\uc7c1 \ud658\uacbd \ub4f1\uc744 \uc885\ud569\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \uc2dc\uc7a5\uc740 2026\ub144 934\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 2,419\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \uae09\uc99d \ubc0f \uc815\ubd80\uc758 \uc804\ub3d9\ud654 \uc815\ucc45, \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uc218\uc694 \uc99d\uac00, \uae30\uac00 \uc2a4\ucf00\uc77c \uc0dd\uc0b0\uc744 \ud1b5\ud55c $\/kWh \ube44\uc6a9 \ud558\ub77d, 4680 \uc6d0\ud1b5\ud615 \ubc0f \ub300\ud615 \uac01\ud615 \uc140 \ucc44\ud0dd \ud655\ub300, IRA(\uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95) \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc81c\uc5d0 \ub530\ub978 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \uac00\uc18d\ud654, \uadf8\ub9ac\uace0 \uc800\ube44\uc6a9 \ubaa8\ube4c\ub9ac\ud2f0 \ubc0f ESS\ub97c \uc704\ud55c \ub098\ud2b8\ub968 \uc774\uc628 \uc140 \uc0c1\uc6a9\ud654 \ub4f1\uc774 \uaf3d\ud799\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \ud575\uc2ec \uad11\ubb3c \uacf5\uae09 \ubcc0\ub3d9\uc131 \ubc0f \uac00\uaca9 \uae09\ub4f1, \ud654\uc7ac \uc548\uc804 \uc0ac\uace0\ub85c \uc778\ud55c \uaddc\uc81c \uac15\ud654, \uae00\ub85c\ubc8c \uacfc\uc789 \uc0dd\uc0b0\uc73c\ub85c \uc778\ud55c \uc2ec\uac01\ud55c \uac00\uaca9 \uacbd\uc7c1, EV \ubcf4\uc870\uae08 \ucd95\uc18c \ubc0f \uc815\ucc45 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud55c \uc218\uc694 \uc704\ucd95 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 52.8%\ub97c \ucc28\uc9c0\ud558\uba70 \uc804 \uc138\uacc4 \uacf5\uc7a5 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 75%\ub97c \ubcf4\uc720, \ud2b9\ud788 \uc911\uad6d\uc774 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uce21\uba74\uc5d0\uc11c\ub294 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS)\uc774 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 29.4%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uc790\ub3d9\ucc28 \ubd80\ubb38\uc758 \uc911\ubc18\ub300 \uc131\uc7a5\ub960\uc744 \uc0c1\ud68c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubc30\ud130\ub9ac \ud654\ud559 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uac00 40.5%\ub85c \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70, \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\ub294 \uc800\ube44\uc6a9 \ubaa8\ube4c\ub9ac\ud2f0 \ubc0f \uc800\uc7a5 \uc194\ub8e8\uc158\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 kWh\ub2f9 35\ub2ec\ub7ec\uc758 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\uc640 \uad6d\ub0b4 \ubc30\ud130\ub9ac \ucf58\ud150\uce20\uc640 \uc5f0\uacc4\ub41c \uc18c\ube44\uc790 \uc778\uc13c\ud2f0\ube0c\ub97c \uc81c\uacf5\ud558\uc5ec \ubbf8\uad6d \ub0b4 \uae30\uac00\ud329\ud1a0\ub9ac \ud22c\uc790\uc5d0 \uc911\uc694\ud55c \ub3d9\ub825\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd\uc5d0\uc11c\ub294 CATL, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, BYD, \ud30c\ub098\uc18c\ub2c9 \uc5d0\ub108\uc9c0, \uc0bc\uc131SDI\uac00 \uae00\ub85c\ubc8c \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 65%\ub97c \ucc28\uc9c0\ud558\ub294 \uc8fc\uc694 \uc120\ub450 \uae30\uc5c5\ub4e4\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uac01\ud615, \uc6d0\ud1b5\ud615, \ud30c\uc6b0\uce58\ud615 \ub4f1 \ud3fc \ud329\ud130\ubcc4, \ub9ac\ud2ac \uc774\uc628(NMC, LFP, NCA \ub4f1), \uc804\uace0\uccb4, \ub098\ud2b8\ub968 \uc774\uc628 \ub4f1 \ud654\ud559\ubb3c\uc9c8\ubcc4, \uc790\ub3d9\ucc28, \uc5d0\ub108\uc9c0 \uc800\uc7a5, \uac00\uc804\uc81c\ud488 \ub4f1 \uc8fc\uc694 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4, \uadf8\ub9ac\uace0 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd84\uc11d\uc744 \ud1b5\ud574 \uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uc140 \uc2dc\uc7a5\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798 \uae30\ud68c\ub97c \ud3ec\uad04\uc801\uc73c\ub85c \uc774\ud574\ud560 \uc218 \uc788\uc2b5\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-54884","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\/54884"}],"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=54884"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/54884\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=54884"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=54884"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=54884"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}