{"id":57891,"date":"2026-02-26T02:17:53","date_gmt":"2026-02-26T02:17:53","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/ev-platform-market-mordor\/"},"modified":"2026-09-18T03:09:24","modified_gmt":"2026-09-17T18:09:24","slug":"ev-platform-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/ev-platform-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025 &#8211; 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ev-platform-market-1753098172529-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\/ev-platform-market-size-image-1753098198290.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 \uc804\uc6a9 \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.2 2027\ub144 \uc774\ud6c4 \uc608\uc0c1\ub418\ub294 \ube60\ub978 \ubc30\ud130\ub9ac \ube44\uc6a9 \uade0\ud615 (80 USD\/kWh \ubbf8\ub9cc)<\/li>\n<li class=\"toc-level-3\">4.2.3 2025-2030\ub144 \uc804 \uc138\uacc4 CO\u2082 \ucc28\ub7c9 \ud3c9\uade0 \uc758\ubb34 \uac15\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uacbd\ud2b8\ub7ed\/\ubc34 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 TCO \uc804\ud658\uc810<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud654\uc774\ud2b8 \ub77c\ubca8 \u201c\uc11c\ube44\uc2a4\ud615 \ud50c\ub7ab\ud3fc\u201d\uc744 \uc81c\uacf5\ud558\ub294 1\ucc28 \uacf5\uae09\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc8fc\ud589 \uac70\ub9ac\ub97c 8% \uc774\uc0c1 \ub298\ub9ac\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc778\ubc84\ud130<\/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 \uace0\uc804\uc555 \ubc30\uc120 \uc5f4\ud3ed\uc8fc \uc548\uc804 \ub9ac\ucf5c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \ub9cc\uc131\uc801\uc778 4680 \uc140 \uc218\uc728 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc100\uc2dc \ub4f1\uae09 \uc7ac\ud65c\uc6a9 \uc54c\ub8e8\ubbf8\ub284 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.4 \uacc4\uc57d \ud50c\ub7ab\ud3fc \uc81c\uc870\uc5c5\uccb4\uc640 OTA \ub370\uc774\ud130 \uacf5\uc720\ub97c \uaebc\ub9ac\ub294 OEM<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/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 (\uac00\uce58 (USD))<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ucd94\uc9c4 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 (BEV)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (PHEV)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uae30\ucc28 (HEV)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc218\uc18c \uc5f0\ub8cc\uc804\uc9c0\ucc28 (FCEV)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-4\">5.2.1.1 \ud574\uce58\ubc31<\/li>\n<li class=\"toc-level-4\">5.2.1.2 \uc138\ub2e8<\/li>\n<li class=\"toc-level-4\">5.2.1.3 \uc720\ud2f8\ub9ac\ud2f0 \ucc28\ub7c9 (SUV\/MUV)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-4\">5.2.2.1 \uc804\uae30 \ud2b8\ub7ed<\/li>\n<li class=\"toc-level-4\">5.2.2.2 \uc804\uae30 \ubc84\uc2a4<\/li>\n<li class=\"toc-level-4\">5.2.2.3 \uc804\uae30 \ubc34 \/ \ud53d\uc5c5\ud2b8\ub7ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubd80\ud488\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc11c\uc2a4\ud39c\uc158 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc2a4\ud2f0\uc5b4\ub9c1 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.3.3 \ubaa8\ud130 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.3.4 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.3.5 \ube0c\ub808\uc774\ud06c \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc100\uc2dc<\/li>\n<li class=\"toc-level-3\">5.3.7 \uae30\ud0c0 \ubd80\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc6b4\uc601 \uc8fc\uccb4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 OEM<\/li>\n<li class=\"toc-level-3\">5.4.2 \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4 \/ \ud1b5\ud569\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc2a4\ud0c0\ud2b8\uc5c5 \/ \uae30\uc220 \uac1c\ubc1c\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.4.4 \ucc28\ub7c9 \uc6b4\uc601\uc5c5\uccb4 &amp; \uac1c\uc870 \ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">5.4.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ud50c\ub7ab\ud3fc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc804\uc6a9 EV \ud50c\ub7ab\ud3fc<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\uc5f0 \ud50c\ub7ab\ud3fc<\/li>\n<li class=\"toc-level-3\">5.5.3 \ubaa8\ub4c8\ud615 \ud50c\ub7ab\ud3fc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \ubd81\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.4 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/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<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Tesla<\/li>\n<li class=\"toc-level-3\">6.4.2 BYD Auto<\/li>\n<li class=\"toc-level-3\">6.4.3 Volkswagen Group<\/li>\n<li class=\"toc-level-3\">6.4.4 SAIC Motor<\/li>\n<li class=\"toc-level-3\">6.4.5 Hyundai Motor Group<\/li>\n<li class=\"toc-level-3\">6.4.6 General Motors<\/li>\n<li class=\"toc-level-3\">6.4.7 Ford Motor Company<\/li>\n<li class=\"toc-level-3\">6.4.8 Stellantis<\/li>\n<li class=\"toc-level-3\">6.4.9 Toyota Motor Corporation<\/li>\n<li class=\"toc-level-3\">6.4.10 Renault\u2013Nissan\u2013Mitsubishi Alliance<\/li>\n<li class=\"toc-level-3\">6.4.11 Honda Motor Co.<\/li>\n<li class=\"toc-level-3\">6.4.12 BMW Group<\/li>\n<li class=\"toc-level-3\">6.4.13 Mercedes-Benz Group<\/li>\n<li class=\"toc-level-3\">6.4.14 Geely Holding<\/li>\n<li class=\"toc-level-3\">6.4.15 Tata Motors<\/li>\n<li class=\"toc-level-3\">6.4.16 Changan Automobile<\/li>\n<li class=\"toc-level-3\">6.4.17 Great Wall Motors<\/li>\n<li class=\"toc-level-3\">6.4.18 BAIC Group<\/li>\n<li class=\"toc-level-3\">6.4.19 NIO Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 XPeng Motors<\/li>\n<li class=\"toc-level-3\">6.4.21 Foxconn<\/li>\n<li class=\"toc-level-3\">6.4.22 Magna International<\/li>\n<li class=\"toc-level-3\">6.4.23 REE Automotive<\/li>\n<li class=\"toc-level-3\">6.4.24 Fisker Inc.<\/li>\n<li class=\"toc-level-3\">6.4.25 VinFast<\/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>EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025-2030)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5\uc740 2025\ub144 198.6\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 582.6\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 24.01%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 80\ub2ec\ub7ec\/kWh \ubbf8\ub9cc\uc758 \ubc30\ud130\ub9ac \ube44\uc6a9 \uac00\uc2dc\uc131, \uc5c4\uaca9\ud55c \ucc28\ub7c9 \ud3c9\uade0 CO\u2082 \ubc30\ucd9c \uaddc\uc81c, \uadf8\ub9ac\uace0 1\ucc28 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 &#8216;\uc11c\ube44\uc2a4\ud615 \ud50c\ub7ab\ud3fc(Platform-as-a-Service)&#8217; \uc81c\uacf5 \ud655\ub300\uc5d0 \ud798\uc785\uc5b4 \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc\ud615 \uc804\uae30\ucc28 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uacb0\uc815\uc801\uc778 \uc804\ud658\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n<p>2024\ub144 \uae30\uc900 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc911\uad6d\uc758 \uae4a\uc740 \uacf5\uae09\ub9dd \ud1b5\ud569\uacfc \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 39.16%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a8\ubbf8\ub294 \ube0c\ub77c\uc9c8\uc758 \uc218\uc785 \uad00\uc138 \uc77c\uc815\uc73c\ub85c \uc778\ud574 \ud604\uc9c0 \uc0dd\uc0b0\uc774 \ucd09\uc9c4\ub418\uba74\uc11c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\ub294 \ub2e8\uc21c\ud654\ub41c \uc124\uacc4 \uaddc\uce59 \ub355\ubd84\uc5d0 \ud50c\ub7ab\ud3fc \ud22c\uc790 \uc804\ub7b5\uc758 \ud575\uc2ec\uc744 \uc774\ub8e8\uba70, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc804\ub825 \uc804\uc790 \uc7a5\uce58\ub294 \uc791\ub3d9 \ubc94\uc704\ub97c 8% \uc774\uc0c1 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\ub7c9 \ud2b8\ub7ed \ubc0f \ubc34\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc190\uc775\ubd84\uae30\uc810\uc744 \ub118\uc5b4\uc120 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ud50c\ub9bf\uc740 \ubaa8\ub4c8\ud615 \uace0\uc801\uc7ac \uc100\uc2dc\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud575\uc2ec \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ucd94\uc9c4 \ubc29\uc2dd\ubcc4: BEV\ub294 2024\ub144 EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5 \uaddc\ubaa8\uc758 63.15%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 25.73%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615\ubcc4: \uc2b9\uc6a9\ucc28\ub294 2024\ub144 EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 67.38%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9\uc740 2030\ub144\uae4c\uc9c0 25.31%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd80\ud488\ubcc4: \ubc30\ud130\ub9ac\ub294 2024\ub144 EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5 \uaddc\ubaa8\uc758 38.11%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubaa8\ud130 \uc2dc\uc2a4\ud15c\uc740 2030\ub144\uae4c\uc9c0 24.95%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6b4\uc601\uc790\ubcc4: OEM\uc740 2024\ub144 EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 54.74%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud50c\ub9bf \uc6b4\uc601\uc790 \ubc0f \uac1c\uc870(Retrofit) \uae30\uc5c5\uc740 2030\ub144\uae4c\uc9c0 25.11%\ub85c \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud50c\ub7ab\ud3fc \uc720\ud615\ubcc4: \uc804\uc6a9 EV \ud50c\ub7ab\ud3fc\uc740 2024\ub144 EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5 \uaddc\ubaa8\uc758 63.19%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubaa8\ub4c8\ud615 \ud50c\ub7ab\ud3fc\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 24.15%\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 \uc9c0\uc5ed\uc740 2024\ub144 \ub9e4\ucd9c\uc758 39.16%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub0a8\ubbf8\ub294 2030\ub144\uae4c\uc9c0 24.87%\ub85c \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uae09\uc18d\ud55c \ubc30\ud130\ub9ac \ube44\uc6a9 \ud3c9\uc900\ud654: CATL\uacfc BYD\uac00 2024\ub144 \ubc30\ud130\ub9ac \uac00\uaca9\uc744 50% \uc778\ud558\ud560 \uacc4\ud68d\uc774\uba70, \uc544\ub974\uace4 \uad6d\ub9bd \uc5f0\uad6c\uc18c\ub294 2035\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub0b4 \ubc30\ud130\ub9ac \ud329 \ube44\uc6a9\uc774 \uae30\uc220 \ubc1c\uc804, \uaddc\ubaa8\uc758 \uacbd\uc81c, \uc0dd\uc0b0 \ud6a8\uc728\uc131 \uc99d\ub300\uc5d0 \ud798\uc785\uc5b4 \ud06c\uac8c \uac10\uc18c\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud569\ub2c8\ub2e4. \ub354 \ud070 46\uc2dc\ub9ac\uc988 \uc6d0\ud1b5\ud615 \uc140\uacfc \uc2e4\ub9ac\ucf58\uc774 \ud48d\ubd80\ud55c \uc591\uadf9\uc7ac \ub3c4\uc785\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ub192\uc5ec \ud50c\ub7ab\ud3fc\uc774 \uc8fc\ud589 \uac70\ub9ac\ub97c \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0\ub3c4 \ub354 \uc791\uc740 \ud329\uc744 \uc218\uc6a9\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \uace1\uc120\uc758 \ubcc0\ud654\ub294 \ub2e8\uc21c\ud55c \uaddc\uc81c \uc900\uc218\uc5d0\uc11c \uc218\uc775 \ub9c8\uc9c4 \uc911\uc2ec\uc73c\ub85c \ube44\uc988\ub2c8\uc2a4 \uc11c\uc0ac\ub97c \uc804\ud658\ud558\uba70, \uc18c\ud615 \ubc0f \uc0c1\uc5c5\uc6a9 \ubd80\ubb38 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc\ud615 \ud234\ub9c1\uc758 \uc0ac\uc6a9\uc744 \uc815\ub2f9\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uac15\ud654\ub418\ub294 \uae00\ub85c\ubc8c CO\u2082 \ubc30\ucd9c \uaddc\uc81c: \uac01\uad6d\uc740 \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\ucd95 \ub178\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc5f0\ud569\uc758 &#8216;Fit for 55&#8217; \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc2e0\ucc28 \ubc0f \ubc34\uc758 CO\u2082 \uac10\ucd95 \ubaa9\ud45c\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \uc774\ub294 \uc790\ub3d9\ucc28 \ubd80\ubb38\uc758 \uae30\ud6c4 \ubaa9\ud45c \ub2ec\uc131 \uc5ed\ud560\uc744 \uac15\uc870\ud558\uace0 \uc0b0\uc5c5 \ub0b4 \ud601\uc2e0\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. 2025\ub144 1\uc6d4\ubd80\ud130 \uc2dc\ud589\ub418\ub294 &#8216;Euro 6e-bis&#8217; \ud14c\uc2a4\ud2b8\ub294 PHEV \uc8fc\ud589 \uc0ac\uc774\ud074\uc744 2,200km\ub85c \ub298\ub824 \uc778\uc99d \ubc30\ucd9c\ub7c9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \ubc95\uc778\ucc28 \uc138\uae08\uc744 \uc778\uc0c1\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \ucc28\ub7c9 \ud3c9\uade0 \ud06c\ub808\ub527 \uc81c\ub3c4\uc640 \ubbf8\uad6d\uc758 Class 4-8 \ud2b8\ub7ed\uc5d0 \ub300\ud55c Advanced Clean Fleets \uaddc\uc815\uc740 \ub0b4\uc5f0\uae30\uad00 \uc794\uc874\ubb3c\uc5d0 \ub300\ud55c \ubc8c\uce59\uc744 \uac15\ud654\ud558\uc5ec \uc804\uc6a9 BEV \ud50c\ub7ab\ud3fc\uc774 \uaddc\uc81c \uc900\uc218\ub97c \uc704\ud55c \uac00\uc7a5 \ub0ae\uc740 \uc704\ud5d8 \uacbd\ub85c\uc784\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\uc6a9 \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658: 2024\ub144 12\uc6d4 CATL\uc774 \uacf5\uac1c\ud55c Bedrock \uc100\uc2dc\ub294 \ubc30\ud130\ub9ac \ud329\uc744 \ucc28\uccb4 \ubc14\ub2e5\uc5d0 \ud1b5\ud569\ud558\uc5ec \ubb34\uac8c \ubc30\ubd84\uc744 \ucd5c\uc801\ud654\ud558\uace0 \uce21\uba74 \ucda9\ub3cc \uac15\uc131\uc744 \ub192\uc774\uba70, \ud574\uce58\ubc31, SUV, \uacbd\ub7c9 \ubc34 \ub4f1 \ub2e4\uc591\ud55c \uc0c1\ubd80 \ucc28\uccb4(top-hats)\ub97c \uc720\uc5f0\ud558\uac8c \uc801\uc6a9\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \ud604\ub300\ucc28\uc758 E-GMP\ub294 400V\/800V \ub4c0\uc5bc \ucda9\uc804 \uc2dc\uc2a4\ud15c\uacfc 310\ub9c8\uc77c \uc8fc\ud589 \uac70\ub9ac\ub97c \uc9c0\uc6d0\ud558\uba70 \ub300\ub7c9 \uc0dd\uc0b0 \uac00\ub2a5\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc\ud615 \ub808\uc774\uc544\uc6c3\uc740 \ub0b4\ubd80 \uacf5\uac04\uc744 \ud655\ubcf4\ud558\ub294\ub370, \uc774\ub294 \ub77c\uc2a4\ud2b8 \ub9c8\uc77c \ubc30\uc1a1 \ubc34\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud558\uba70, \ucda9\ub3cc \uad6c\uc870\uac00 \uae30\ubcf8 \uc124\uacc4\uc5d0 \ubbf8\ub9ac \ud1b5\ud569\ub418\uc5b4 \uae00\ub85c\ubc8c \uc778\uc99d\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. 2025\ub144 5\uc6d4 CATL\uacfc \ucc3d\uc548 \ub9c8\uc4f0\ub2e4 \uc790\ub3d9\ucc28\uc758 \ud569\uc791 \ud22c\uc790 \ubc1c\ud45c\uc640 \uac19\uc740 \uc0ac\ub840\ub294 \uc774\ub7ec\ud55c \uae30\uc220 \ud1b5\ud569 \ubc0f \ud6a8\uc728\uc801\uc778 \uac1c\ubc1c\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ud50c\ub9bf\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc190\uc775\ubd84\uae30\uc810 \ub3c4\ub2ec: Rabobank \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ub124\ub35c\ub780\ub4dc \uc804\uae30 LCV\ub294 \uc778\uc13c\ud2f0\ube0c \uc5c6\uc774\ub3c4 5\ub144 TCO\uac00 \uac00\uc7a5 \ub0ae\uc2b5\ub2c8\ub2e4. \ud50c\ub9bf \uc5f0\uad6c\ub294 \uc6c0\uc9c1\uc774\ub294 \ubd80\ud488 \uac10\uc18c\uac00 CO\u2082 \uac10\ucd95 \ubc0f \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9 \uc808\uac10\uc73c\ub85c \uc774\uc5b4\uc9c4\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \ub610\ud55c, 800V \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc740 \uc0c1\ub2f9\ud55c \uc778\ub825 \uad50\uc721 \ud22c\uc790\ub97c \ud544\uc694\ub85c \ud558\uc9c0\ub9cc, Xcel Energy\uac00 2030\ub144\uae4c\uc9c0 \uc644\uc804 \uc804\uae30 \ud50c\ub9bf\uc73c\ub85c \uc804\ud658\ud558\ub824\ub294 \uacc4\ud68d\uc740 \uae30\uc5c5\ub4e4\uc774 \uc9c0\uc18d \uac00\ub2a5\uc131 KPI\uc5d0 \ub9de\ucdb0 \uc870\ub2ec \uc804\ub7b5\uc744 \uc870\uc815\ud558\ub294 \uad11\ubc94\uc704\ud55c \ucd94\uc138\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130\uc758 \uc8fc\ud589 \uac70\ub9ac \uc99d\ub300: SiC \uc778\ubc84\ud130\ub294 \uc778\ubc84\ud130 \ud6a8\uc728\uc744 96%\uc5d0\uc11c 99.5%\ub85c \ub192\uc5ec \uc8fc\ud589 \uac70\ub9ac\ub97c 8-10% \uc5f0\uc7a5\ud558\uba70, \uc804\uae30\ucc28\uc758 \uacbd\uc81c\uc131\uacfc \uc131\ub2a5 \ud5a5\uc0c1\uc5d0 \ud544\uc218\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. SiC \uae30\uc220\uc740 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uacfc \uc5f4 \uad00\ub9ac\ub97c \uac1c\uc120\ud558\uc5ec \ub354 \ube60\ub978 \ucda9\uc804\uacfc \uc18c\ud615\uc758 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 EV \uc124\uacc4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc131\uc7a5 \uc800\ud574 \uc694\uc778 (Restraints)<\/p>\n<p>*   \uace0\uc804\uc555 \ubc30\uc120 \uc5f4 \ud3ed\uc8fc \uc548\uc804 \ubb38\uc81c: \ucd5c\uadfc \uace0\uc804\uc555 \ubc30\uc120 \uc5f4 \ud3ed\uc8fc\ub85c \uc778\ud55c \ub9ac\ucf5c \uc0ac\ub840\uac00 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4. 2025\ub144 2\uc6d4 NHTSA \uc870\uc0ac \ud6c4 \uc0bc\uc131 SDI\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544\uc758 \ud2b9\uc815 \ud06c\ub77c\uc774\uc2ac\ub7ec, \ud3ed\uc2a4\ubc14\uac90, \uc544\uc6b0\ub514, \ud3ec\ub4dc \ucc28\ub7c9\uc5d0 \uc124\uce58\ub41c 18\ub9cc \uac1c\uc758 \uace0\uc804\uc555 \ubc30\ud130\ub9ac \ud329\uc744 \ub9ac\ucf5c\ud588\uc2b5\ub2c8\ub2e4. \uc2a4\uc6e8\ub374 \uc81c\uc870\uc0ac\ub3c4 \uc57d 7\ub9cc 3\ucc9c \ub300\uc758 \ud50c\ub7ec\uadf8\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc\ub97c \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ub9ac\ucf5c\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc774\uc81c 5\ubd84 \uc5f4 \uc804\ud30c \uc9c0\uc5f0\uc744 \uc758\ubb34\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub192\uc740 \ubc30\ud130\ub9ac \ube44\uc6a9 \ubc0f \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131: \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08 \ub4f1 \ud575\uc2ec \uc6d0\uc790\uc7ac\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \ud06c\uace0, \uc774\ub294 \uc804\uae30\ucc28\uc758 \ucd5c\uc885 \uac00\uaca9\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8 \ubbf8\uccd0 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uace0\uc131\ub2a5 \ubc30\ud130\ub9ac \ubc0f \uc548\uc804 \uae30\ub2a5\uc744 \uac15\ud654\ud558\ub294 \ub370 \ub4dc\ub294 \ucd94\uac00 \ube44\uc6a9\uc740 \uc18c\ube44\uc790\uc758 \uad6c\ub9e4 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4. \ub610\ud55c, \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c \ubd80\uc871\uacfc \uc7ac\ud65c\uc6a9 \uae30\uc220\uc758 \ud55c\uacc4\ub294 \uc7a5\uae30\uc801\uc778 \uc9c0\uc18d \uac00\ub2a5\uc131 \uce21\uba74\uc5d0\uc11c \ub3c4\uc804 \uacfc\uc81c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\ud68c (Opportunities)<\/p>\n<p>*   \ucda9\uc804 \uc778\ud504\ub77c \ud655\uc7a5 \ubc0f \uae30\uc220 \ubc1c\uc804: \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc804\uae30\ucc28 \ucda9\uc804 \uc778\ud504\ub77c \ud655\ub300\ub97c \uc704\ud55c \uc815\ubd80 \ud22c\uc790 \ubc0f \ubbfc\uac04 \uae30\uc5c5\uc758 \ub178\ub825\uc774 \ud65c\ubc1c\ud569\ub2c8\ub2e4. \uace0\uc18d \ucda9\uc804 \uae30\uc220\uc758 \ubc1c\uc804\uacfc \ubb34\uc120 \ucda9\uc804, \ubc30\ud130\ub9ac \uad50\ud658 \uc2dc\uc2a4\ud15c \ub4f1 \ud601\uc2e0\uc801\uc778 \ucda9\uc804 \uc194\ub8e8\uc158\uc758 \ub4f1\uc7a5\uc740 \uc804\uae30\ucc28 \uc0ac\uc6a9\uc790\ub4e4\uc758 \ud3b8\uc758\uc131\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, V2G(Vehicle-to-Grid) \uae30\uc220\uacfc \uac19\uc740 \uc591\ubc29\ud5a5 \ucda9\uc804 \uc2dc\uc2a4\ud15c\uc740 \uc804\uae30\ucc28\ub97c \ub2e8\uc21c\ud55c \uc774\ub3d9 \uc218\ub2e8\uc774 \uc544\ub2cc \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\ub85c \ud65c\uc6a9\ud560 \uc218 \uc788\ub294 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\uc728\uc8fc\ud589 \uae30\uc220\uacfc\uc758 \uc2dc\ub108\uc9c0 \ud6a8\uacfc: \uc804\uae30\ucc28\ub294 \ub0b4\uc5f0\uae30\uad00\ucc28\uc5d0 \ube44\ud574 \uc804\ub825 \uc81c\uc5b4\uac00 \uc6a9\uc774\ud558\uc5ec \uc790\uc728\uc8fc\ud589 \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5d0 \uc720\ub9ac\ud569\ub2c8\ub2e4. \uc790\uc728\uc8fc\ud589 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uc804\uae30\ucc28\uc758 \uc548\uc804\uc131\uacfc \ud6a8\uc728\uc131\uc744 \ub192\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c, \ucc28\ub7c9 \uacf5\uc720 \uc11c\ube44\uc2a4 \ubc0f \ub85c\ubcf4\ud0dd\uc2dc\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \ubaa8\ube4c\ub9ac\ud2f0 \uc11c\ube44\uc2a4 \ubaa8\ub378\uc758 \ub4f1\uc7a5\uc744 \ucd09\uc9c4\ud558\uc5ec \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uac00 \ub354\uc6b1 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ub3c4\uc804 \uacfc\uc81c (Challenges)<\/p>\n<p>*   \ubc30\ud130\ub9ac \uc218\uba85 \ubc0f \uc131\ub2a5 \uc800\ud558 \ubb38\uc81c: \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc131\ub2a5\uc774 \uc800\ud558\ub418\uace0 \uc8fc\ud589 \uac70\ub9ac\uac00 \uc904\uc5b4\ub4dc\ub294 \ud2b9\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uace0 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uac00\uce58 \ud3c9\uac00\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc18c\ube44\uc790\ub4e4\uc758 \uad6c\ub9e4 \uacb0\uc815\uc5d0 \uc911\uc694\ud55c \uc694\uc18c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc218\uba85 \uc5f0\uc7a5 \uae30\uc220 \uac1c\ubc1c\uacfc \ud6a8\uc728\uc801\uc778 \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS) \uad6c\ucd95\uc740 \uc5ec\uc804\ud788 \uc911\uc694\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4.<br \/>\n*   \uc804\ub825\ub9dd \ubd80\ud558 \ubc0f \uc548\uc815\uc131 \ubb38\uc81c: \uc804\uae30\ucc28 \ubcf4\uae09\uc774 \uae09\uc99d\ud558\uba74\uc11c \uc804\ub825\ub9dd\uc5d0 \uac00\ud574\uc9c0\ub294 \ubd80\ud558\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ud53c\ud06c \uc2dc\uac04\ub300\uc5d0 \ub300\uaddc\ubaa8 \ucda9\uc804\uc774 \uc774\ub8e8\uc5b4\uc9c8 \uacbd\uc6b0 \uc804\ub825\ub9dd\uc758 \uc548\uc815\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8 \uadf8\ub9ac\ub4dc \uae30\uc220 \ub3c4\uc785\uacfc \ud6a8\uc728\uc801\uc778 \uc804\ub825 \uc218\uc694 \uad00\ub9ac\ub97c \ud1b5\ud574 \uc774\ub7ec\ud55c \ubb38\uc81c\ub97c \ud574\uacb0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 (Key Market Trends)<\/p>\n<p>*   \ubc30\ud130\ub9ac \uae30\uc220 \ud601\uc2e0 \uac00\uc18d\ud654: \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud5a5\uc0c1\uacfc \ud568\uaed8 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac, \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1 \ucc28\uc138\ub300 \ubc30\ud130\ub9ac \uae30\uc220 \uac1c\ubc1c \uacbd\uc7c1\uc774 \uce58\uc5f4\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220 \ud601\uc2e0\uc740 \uc804\uae30\ucc28\uc758 \uc8fc\ud589 \uac70\ub9ac, \ucda9\uc804 \uc18d\ub3c4, \uc548\uc804\uc131\uc744 \ud68d\uae30\uc801\uc73c\ub85c \uac1c\uc120\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc804\uae30\ucc28 \ubaa8\ub378 \ub2e4\uc591\ud654 \ubc0f \uac00\uaca9 \uacbd\uc7c1 \uc2ec\ud654: \ub2e4\uc591\ud55c \uc138\uadf8\uba3c\ud2b8\uc758 \uc804\uae30\ucc28 \ubaa8\ub378 \ucd9c\uc2dc\uc640 \ud568\uaed8 \uac00\uaca9 \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ubcf4\uae09\ud615 \uc804\uae30\ucc28 \ubaa8\ub378\uc758 \ub4f1\uc7a5\uc740 \ub354 \ub9ce\uc740 \uc18c\ube44\uc790\ub4e4\uc774 \uc804\uae30\ucc28\ub97c \uc120\ud0dd\ud560 \uc218 \uc788\ub3c4\ub85d \uc720\ub3c4\ud558\uba70 \uc2dc\uc7a5 \ud655\ub300\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95 \ub178\ub825: \ubc30\ud130\ub9ac \uc6d0\uc790\uc7ac\uc758 \uc548\uc815\uc801\uc778 \ud655\ubcf4\uc640 \uc724\ub9ac\uc801\uc778 \ucc44\uad74, \uc7ac\ud65c\uc6a9\uc744 \ud3ec\ud568\ud558\ub294 \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95\uc5d0 \ub300\ud55c \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \ud658\uacbd \ubc0f \uc0ac\ud68c\uc801 \ucc45\uc784(ESG) \uacbd\uc601\uc758 \uc77c\ud658\uc73c\ub85c \uacf5\uae09\ub9dd \ud22c\uba85\uc131\uc744 \ub192\uc774\uace0 \uce5c\ud658\uacbd\uc801\uc778 \uc0dd\uc0b0 \ubc29\uc2dd\uc744 \ub3c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860 (Conclusion)<\/p>\n<p>\uc804\uae30\ucc28 \uc2dc\uc7a5\uc740 \uae30\uc220 \ud601\uc2e0\uacfc \uc815\ubd80 \uc815\ucc45 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc9c0\ub9cc, \ubc30\ud130\ub9ac \uc548\uc804\uc131, \ub192\uc740 \ube44\uc6a9, \ucda9\uc804 \uc778\ud504\ub77c \ubd80\uc871 \ub4f1 \ud574\uacb0\ud574\uc57c \ud560 \uacfc\uc81c\ub3c4 \uc548\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub3c4\uc804 \uacfc\uc81c\ub97c \uadf9\ubcf5\ud558\uace0 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \uc774\ub8e8\uae30 \uc704\ud574\uc11c\ub294 \uae30\uc220 \uac1c\ubc1c, \uc778\ud504\ub77c \ud655\ucda9, \uc815\ucc45\uc801 \uc9c0\uc6d0\uc774 \uc720\uae30\uc801\uc73c\ub85c \uacb0\ud569\ub418\uc5b4\uc57c \ud560 \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc778\ubc84\ud130\uc640 \uac19\uc740 \uace0\ud6a8\uc728 \ubd80\ud488 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uc804\uae30\ucc28\uc758 \uc131\ub2a5\uacfc \uacbd\uc81c\uc131\uc744 \ub3d9\uc2dc\uc5d0 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ud575\uc2ec \ub3d9\ub825\uc774 \ub420 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc804\uae30\ucc28(EV) \ud50c\ub7ab\ud3fc \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2025\ub144 \uae30\uc900 198.6\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc600\ub358 EV \ud50c\ub7ab\ud3fc \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 24.01%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 582.6\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc740 \uc5ec\ub7ec \ud575\uc2ec \ub3d9\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \uc804\uc6a9 \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654, 2027\ub144 \uc774\ud6c4 \uc608\uc0c1\ub418\ub294 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud3c9\uc900\ud654(kWh\ub2f9 80\ub2ec\ub7ec \ubbf8\ub9cc), 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uac15\ud654\ub418\ub294 \uae00\ub85c\ubc8c CO\u2082 \ubc30\ucd9c \uaddc\uc81c, \uacbd\ub7c9 \ud2b8\ub7ed \ubc0f \ubc34 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc804\ud658\uc810 \ub3c4\ub2ec, Tier-1 \uacf5\uae09\uc5c5\uccb4\uc758 &#8216;\uc11c\ube44\uc2a4\ud615 \ud50c\ub7ab\ud3fc(PaaS)&#8217; \uc81c\uacf5 \ud655\ub300, \uadf8\ub9ac\uace0 8% \uc774\uc0c1\uc758 \uc8fc\ud589\uac70\ub9ac \ud5a5\uc0c1\uc744 \uc81c\uacf5\ud558\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc778\ubc84\ud130 \uae30\uc220 \ubc1c\uc804 \ub4f1\uc774 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uace0\uc804\uc555 \ubc30\uc120 \uc5f4 \ud3ed\uc8fc \uc548\uc804 \ub9ac\ucf5c \ubb38\uc81c, \uae30\uac00\ud329\ud1a0\ub9ac\uc758 4680 \ubc30\ud130\ub9ac \uc140 \uc218\uc728 \ubb38\uc81c, \uc100\uc2dc \ub4f1\uae09 \uc7ac\ud65c\uc6a9 \uc54c\ub8e8\ubbf8\ub284 \ubd80\uc871, \uadf8\ub9ac\uace0 OEM\uc758 OTA(Over-The-Air) \ub370\uc774\ud130 \uacf5\uc720\uc5d0 \ub300\ud55c \uc18c\uadf9\uc801\uc778 \ud0dc\ub3c4 \ub4f1\uc774 \uc5b8\uae09\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 39.16%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc911\uad6d\uc758 \ud1b5\ud569 \uacf5\uae09\ub9dd\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucc28\ub7c9 \uc720\ud615\ubcc4\ub85c\ub294 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ubd80\ubb38\uc774 25.31%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\ub294\ub370, \uc774\ub294 \uacbd\ub7c9 \ud2b8\ub7ed \ubc0f \ubc34\uc758 \uc804\uae30\ucc28 \uc804\ud658 \uc2dc \ucd1d \uc18c\uc720 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\uac00 \ud06c\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ubd80\ud488\ubcc4\ub85c\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc778\ubc84\ud130\uac00 8% \uc774\uc0c1\uc758 \uc8fc\ud589\uac70\ub9ac \ud5a5\uc0c1\uacfc 99.5%\uc758 \ud6a8\uc728\uc744 \uc81c\uacf5\ud558\uba70 \ubaa8\ud130 \uc2dc\uc2a4\ud15c \uc218\uc694\ub97c \uacac\uc778, \ud574\ub2f9 \ubd80\ubb38\uc740 24.95%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ucd94\uc9c4 \ubc29\uc2dd(BEV, PHEV, HEV, FCEV), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9), \uc8fc\uc694 \ubd80\ud488(\uc11c\uc2a4\ud39c\uc158, \uc2a4\ud2f0\uc5b4\ub9c1, \ubaa8\ud130, \ubc30\ud130\ub9ac, \ube0c\ub808\uc774\ud06c, \uc100\uc2dc \ub4f1), \uc6b4\uc601 \uc8fc\uccb4(OEM, \uacc4\uc57d \uc81c\uc870\uc5c5\uccb4, \uc2a4\ud0c0\ud2b8\uc5c5, \ud50c\ub9bf \uc6b4\uc601\uc0ac \ub4f1), \ud50c\ub7ab\ud3fc \uc720\ud615(\uc804\uc6a9 EV \ud50c\ub7ab\ud3fc, \uc720\uc5f0 \ud50c\ub7ab\ud3fc, \ubaa8\ub4c8\ud615 \ud50c\ub7ab\ud3fc) \ubc0f \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 Tesla, BYD Auto, Volkswagen Group, Hyundai Motor Group, General Motors, Ford Motor Company, Stellantis, Toyota Motor Corporation \ub4f1 \uc8fc\uc694 \uc644\uc131\ucc28 \uc81c\uc870\uc5c5\uccb4\ubfd0\ub9cc \uc544\ub2c8\ub77c Foxconn, Magna International, REE Automotive, Fisker Inc., VinFast\uc640 \uac19\uc740 \uc2e0\ud765 \uae30\uc5c5\ub4e4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ud2b9\ud788 BYD, Tesla, CATL, Foxconn\uc758 MIH \ucee8\uc18c\uc2dc\uc5c4, Magna, Rivian-Volkswagen \ud611\ub825 \ub4f1\uc774 \uaddc\ubaa8, \ubc30\ud130\ub9ac \ud1b5\ud569, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \uc5ed\ub7c9\uc744 \ud1b5\ud574 \ubbf8\ub798 \ud50c\ub7ab\ud3fc \ud45c\uc900\uc744 \ud615\uc131\ud558\ub294 \ud575\uc2ec \uc8fc\uccb4\ub85c \uc5b8\uae09\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uc5ec, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc744 \uc2dd\ubcc4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\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-57891","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\/57891"}],"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=57891"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/57891\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=57891"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=57891"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=57891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}