{"id":58588,"date":"2026-02-26T10:41:50","date_gmt":"2026-02-26T10:41:50","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/magnetic-materials-market-mordor\/"},"modified":"2026-09-18T21:40:36","modified_gmt":"2026-09-18T12:40:36","slug":"magnetic-materials-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/magnetic-materials-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc790\uc131 \uc18c\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \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\/magnetic-materials-market-1768825794799-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\/magnetic-materials-market-size-image-1771930905486.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 \ud604\ud669<\/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\uae30\ucc28 \ucc44\ud0dd \uc99d\uac00\uac00 \uc790\uc131 \uc7ac\ub8cc \uc218\uc694\ub97c \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub300\uaddc\ubaa8 \ud48d\ub825 \ud130\ube48 \uae30\uc5b4\ub9ac\uc2a4 \ubc1c\uc804\uae30 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.3 AI \uae30\ubc18 \uacf5\uc7a5 \uc790\ub3d9\ud654\uac00 \uc13c\uc11c \uc790\uc11d\uc744 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub85c\ubd07 \uacf5\ud559 \ubc0f \uc790\ub3d9\ud654 \uc0ac\uc6a9 \uc99d\uac00\uac00 \uc790\uc131 \uc7ac\ub8cc \uc218\uc694\ub97c \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \uace0\uc8fc\ud30c \uc804\ub825 \uc804\uc790\ub294 \ub098\ub178\uacb0\uc815 \ucf54\uc5b4 \ud544\uc694<\/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 OECD \uad6d\uac00\uc5d0\uc11c \ud76c\ud1a0\ub958 \ucc44\uad74 ESG \ubc18\ubc1c \uc2ec\ud654<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc911\uad6d\uc758 Nd \ubc0f Dy \uc0b0\ud654\ubb3c \uc218\ucd9c \ud1b5\uc81c \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud3d0\uc1c4 \ub8e8\ud504 NdFeB \uc7ac\ud65c\uc6a9\uc758 \ub290\ub9b0 \uaddc\ubaa8 \ud655\ub300<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \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 \uad6c\ub9e4\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 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub124\uc624\ub514\ubbb4-\ucca0-\ubd95\uc18c (NdFeB)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud398\ub77c\uc774\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc0ac\ub9c8\ub968-\ucf54\ubc1c\ud2b8 (SmCo)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc54c\ub8e8\ubbf8\ub284-\ub2c8\ucf08-\ucf54\ubc1c\ud2b8 (AlNiCo)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc7ac\ub8cc (\uc804\uae30\uac15\ud310 (GO \ubc0f NGO), \ub098\ub178\uacb0\uc815 \ubc0f \ube44\uc815\uc9c8 \ud569\uae08)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc5f0\uc790\uc131 \uc7ac\ub8cc<\/li>\n<li class=\"toc-level-3\">5.2.2 \uacbd\uc790\uc131\/\uc601\uad6c\uc790\uc131 \uc7ac\ub8cc<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc900\uacbd\uc790\uc131 \uc7ac\ub8cc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc804\uae30 \ubaa8\ud130 \ubc0f \ubc1c\uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubcc0\uc555\uae30 \ubc0f \uc778\ub355\ud130<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc13c\uc11c \ubc0f \uc561\ucd94\uc5d0\uc774\ud130<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc790\uae30 \uc800\uc7a5 \uc7a5\uce58 \ubc0f MRAM<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc790\uae30 \ub0c9\uac01<\/li>\n<li class=\"toc-level-3\">5.3.6 EMI \/ EMC \ubd80\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 \ubc1c\uc804<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.5 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 (\uac00\uc804\uc81c\ud488, \ud5ec\uc2a4\ucf00\uc5b4, \ud56d\uacf5\uc6b0\uc8fc \ub4f1)<\/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 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/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(%)\/\uc21c\uc704 \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(\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 Adams Magnetic Products<\/li>\n<li class=\"toc-level-3\">6.4.2 ArcelorMittal<\/li>\n<li class=\"toc-level-3\">6.4.3 Arnold Magnetic Technologies<\/li>\n<li class=\"toc-level-3\">6.4.4 Daido Steel Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Dexter Magnetic Technologies<\/li>\n<li class=\"toc-level-3\">6.4.6 DMEGC Magnetics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Electron Energy Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 GKN Powder Metallurgy<\/li>\n<li class=\"toc-level-3\">6.4.9 Hengdian Group Holdings Limited<\/li>\n<li class=\"toc-level-3\">6.4.10 Lynas Rare Earths Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 MP Materials Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 NEO<\/li>\n<li class=\"toc-level-3\">6.4.13 Ningbo Yunsheng Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Niterra Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Proterial, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Quadrant<\/li>\n<li class=\"toc-level-3\">6.4.17 Shin-Etsu Chemical Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Steward Advanced Materials LLC<\/li>\n<li class=\"toc-level-3\">6.4.19 TDK Corporation<\/li>\n<li class=\"toc-level-3\">6.4.20 VACUUMSCHMELZE GmbH &amp; Co. KG<\/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>\uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\uac1c\uc694<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc740 \uc7ac\ub8cc(\ub124\uc624\ub514\ubbb4-\ucca0-\ubd95\uc18c, \ud398\ub77c\uc774\ud2b8 \ub4f1), \uc720\ud615(\uacbd\uc790\uc131\/\uc601\uad6c\uc790\uc11d \uc7ac\ub8cc, \uc5f0\uc790\uc131 \uc7ac\ub8cc, \uc900\uacbd\uc790\uc131 \uc7ac\ub8cc), \uc751\uc6a9 \ubd84\uc57c(\ubaa8\ud130 \ubc0f \ubc1c\uc804\uae30, \ubcc0\uc555\uae30 \ubc0f \uc778\ub355\ud130 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc804\uc790\uc81c\ud488, \uc790\ub3d9\ucc28 \ub4f1) \ubc0f \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc9c0\ud45c<\/p>\n<p>\uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 3,126\ub9cc \ud1a4\uc73c\ub85c \ud3c9\uac00\ub418\uc5c8\uc73c\uba70, 2026\ub144 3,318\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144 4,468\ub9cc \ud1a4\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 6.13%\uc758 \ubcf5\ud569 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \uc911\uac04 \uc218\uc900\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc720\ub3c4 \uad6c\ub3d9 \ubc29\uc2dd\uc5d0\uc11c \uc601\uad6c\uc790\uc11d \ud2b8\ub799\uc158 \ubaa8\ud130\ub85c \uc804\ud658\ud558\uace0, \ud48d\ub825 \ud130\ube48 OEM\ub4e4\uc774 \uc9c1\uc811 \uad6c\ub3d9 \uc544\ud0a4\ud14d\ucc98\ub97c \ucc44\ud0dd\ud558\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uac00 \uace0\uc8fc\ud30c \uc804\ub825 \ubcc0\ud658\uc744 \uc704\ud574 \ub098\ub178\uacb0\uc815\uc9c8 \ucf54\uc5b4\ub97c \ub3c4\uc785\ud558\ub294 \ub4f1 \ub2e4\uc591\ud55c \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \ucd5c\uc885 \uc0ac\uc6a9\ucc98\ub294 \ud1a0\ud06c \ubc00\ub3c4\ub97c \uc704\ud55c NdFeB, \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc7a5\uce58\ub97c \uc704\ud55c \ud398\ub77c\uc774\ud2b8, \uc2a4\uc704\uce6d \uc18d\ub3c4\ub97c \uc704\ud55c \ube44\uc815\uc9c8 \ub9ac\ubcf8 \ub4f1 \uc120\ud638\ud558\ub294 \ud569\uae08\uc774 \ub2e4\ub974\ubbc0\ub85c, \uc804\ubc18\uc801\uc778 \uc131\uc7a5\uc740 \ud2b9\uc218 \ub4f1\uae09\uc758 \ub9c8\uc9c4 \uc555\ub825\uc744 \uac00\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uc758 \uc18c\uacb0 \uc6a9\ub7c9, \uc77c\ubcf8\uc758 \uacb0\uc815\ub9bd\uacc4 \ud655\uc0b0 \uae30\uc220, \ud55c\uad6d\uc758 \uace0\uc21c\ub3c4 \ud0c0\uac9f\uc744 \uc18c\ube44\ud558\ub294 MRAM \ud339 \ud655\uc7a5 \ub4f1\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\uad6c \uad6c\ub9e4\uc790\ub4e4\uc740 \uc218\ucd9c \ud1b5\uc81c \uc704\ud5d8\uc5d0 \ub300\uc751\ud558\uc5ec \uc774\uc911 \uacf5\uae09\uc6d0\uc744 \ud655\ubcf4\ud558\uace0 \uc7ac\ud65c\uc6a9\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc9c0\ub9cc, \uc0b0\ud654\ubb3c \uac00\uaca9\uc740 \uc5ec\uc804\ud788 \ub192\uc544 \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc7ac\ub8cc\ubcc4: \ub124\uc624\ub514\ubbb4-\ucca0-\ubd95\uc18c(NdFeB)\ub294 2025\ub144 44.21%\uc758 \ubb3c\ub7c9 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \ud398\ub77c\uc774\ud2b8\ub294 2031\ub144\uae4c\uc9c0 6.28%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc720\ud615\ubcc4: \uc5f0\uc790\uc131 \uc7ac\ub8cc\ub294 2025\ub144 \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5 \uaddc\ubaa8\uc758 61.23%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uacbd\uc790\uc131\/\uc601\uad6c\uc790\uc11d \uc7ac\ub8cc\ub294 2031\ub144\uae4c\uc9c0 6.98%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: \uc804\uae30 \ubaa8\ud130 \ubc0f \ubc1c\uc804\uae30\ub294 2025\ub144 39.55%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 6.78%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc804\uc790\uc81c\ud488\uc740 2025\ub144 38.13%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc740 2031\ub144\uae4c\uc9c0 7.95%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 67.23%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 7.77%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>1.  \uc804\uae30\ucc28(EV) \ucc44\ud0dd \uc99d\uac00: \uc804\uae30\ucc28\ub294 NdFeB \uc790\uc11d \uc218\uc694\ub97c \ud06c\uac8c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \ubc30\ud130\ub9ac \uc804\uae30\ucc28\ub294 2,800\ud1a4\uc758 NdFeB \uc790\uc11d\uc744 \uc18c\ube44\ud588\uc73c\uba70, 2030\ub144\uc5d0\ub294 \uc5f0\uac04 EV \ud310\ub9e4\ub7c9\uc774 3\ucc9c\ub9cc \ub300\uc5d0 \uc721\ubc15\ud558\uba74\uc11c 8,000\ud1a4\uc744 \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc601\uad6c\uc790\uc11d \ub3d9\uae30 \ubaa8\ud130\uc758 \ub192\uc740 \ud6a8\uc728(96% \uc774\uc0c1)\uc740 OEM\ub4e4\uc774 \ud76c\ud1a0\ub958 \ub4f1\uae09\uc5d0 \ud22c\uc790\ud558\uc5ec \ubc30\ud130\ub9ac \ud06c\uae30 \uc99d\uac00 \uc5c6\uc774 \uc8fc\ud589 \uac70\ub9ac\ub97c \ub298\ub9ac\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 4680 \uc140 \uc124\uacc4\uc640 BYD\uc758 \ube14\ub808\uc774\ub4dc \ud329\uc740 \ubaa8\ub450 \ub2e8\uc77c \ubaa8\ud130 \ucc28\ub7c9\ubcf4\ub2e4 \ub450 \ubc30 \ub9ce\uc740 \uc790\uc11d\uc744 \uc0ac\uc6a9\ud558\ub294 \ub2e4\uc911 \ubaa8\ud130 \ub808\uc774\uc544\uc6c3\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 2025\ub144\uc5d0 950\ub9cc \ub300\uc758 EV\ub97c \uc0dd\uc0b0\ud558\uc5ec \ub300\ubd80\ubd84\uc758 \uad6d\ub0b4 \uc18c\uacb0 \uc790\uc11d \uc0dd\uc0b0\ub7c9\uc744 \ud761\uc218\ud558\uba70 \uc218\ucd9c \uacf5\uae09\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 800\ubcfc\ud2b8 \uc544\ud0a4\ud14d\ucc98\ub85c \uc804\ud658\ud558\ub294 \uc720\ub7fd \ud50c\ub7ab\ud3fc\uc740 \uc5f4 \uac10\uc790(demagnetization)\uc5d0 \uacac\ub51c \uc218 \uc788\ub294 \uace0\ubcf4\uc790\ub825 \uc790\uc11d\uc744 \ud544\uc694\ub85c \ud558\uc5ec \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc5d0\uc11c \ub514\uc2a4\ud504\ub85c\uc298 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +1.8%)<\/p>\n<p>2.  \ub300\uaddc\ubaa8 \ud48d\ub825 \ud130\ube48 \uae30\uc5b4\ub9ac\uc2a4 \ubc1c\uc804\uae30 \ucc44\ud0dd: \uc9c1\uc811 \uad6c\ub3d9 \ud130\ube48\uc740 \uae30\uc5b4\ubc15\uc2a4\ub97c \uc81c\uac70\ud558\uc5ec \uae30\uacc4\uc801 \uc190\uc2e4\uc744 2-3%\ud3ec\uc778\ud2b8 \uc904\uc774\uace0 \uc11c\ube44\uc2a4 \uac04\uaca9\uc744 6\uac1c\uc6d4\uc5d0\uc11c 18\uac1c\uc6d4\ub85c \uc5f0\uc7a5\ud569\ub2c8\ub2e4. Goldwind\uc758 16MW \ud574\uc0c1 \ud48d\ub825 \ud130\ube48\uc5d0\ub294 \uc57d 12\ud1a4\uc758 NdFeB\uac00 \ud3ec\ud568\ub418\uba70, 2026\ub144 40GW\uc758 \ud574\uc0c1 \ud48d\ub825 \ucd94\uac00\ub294 \uc57d 30,000\ud1a4\uc758 \uc790\uc11d \uc218\uc694\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ud130\ube48\uc758 60%\ub97c \uacf5\uae09\ud558\ubbc0\ub85c, \ub300\ubd80\ubd84\uc758 \uc790\uc11d \uc218\uc694\ub294 \uad6d\ub0b4\uc5d0\uc11c \ubc1c\uc0dd\ud569\ub2c8\ub2e4. Siemens Gamesa\uc640 Vestas\ub294 \uc7ac\ud65c\uc6a9 NdFeB\ub97c \uc2dc\ud5d8\ud558\uace0 \uc788\uc9c0\ub9cc, \uc7ac\ucc98\ub9ac \uc2dc \uc790\uc18d\uc774 \ucd5c\ub300 15% \uc800\ud558\ub418\uc5b4 \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ub8cc\ub294 \uc18c\ube44\ub7c9\uc758 5% \ubbf8\ub9cc\uc5d0 \uba38\ubb3c\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +1.2%)<\/p>\n<p>3.  AI \uae30\ubc18 \uacf5\uc7a5 \uc790\ub3d9\ud654\ub85c \uc13c\uc11c \uc790\uc11d \uc218\uc694 \uc99d\uac00: 2025\ub144 \ud611\ub3d9 \ub85c\ubd07\uc740 5\ub9cc \ub300\uac00 \ucd9c\ud558\ub418\uc5c8\uc73c\uba70, \uac01 \ub85c\ubd07\uc5d0\ub294 \uc11c\ube0c-\ub3c4(sub-degree) \uad00\uc808 \uc81c\uc5b4\ub97c \uc704\ud55c 8-12\uac1c\uc758 \uc790\uae30 \uc778\ucf54\ub354\uac00 \ub0b4\uc7a5\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc13c\uc11c \uc790\uc11d\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc0ac\ub9c8\ub968-\ucf54\ubc1c\ud2b8 \ub610\ub294 \ubcf8\ub514\ub4dc NdFeB\ub85c, -40\u00b0C\uc5d0\uc11c 150\u00b0C\uae4c\uc9c0\uc758 \uc628\ub3c4 \ubc94\uc704\uc5d0\uc11c \ubcf4\uc815 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud574\uc57c \ud558\ubbc0\ub85c \ud398\ub77c\uc774\ud2b8\ub85c\ub294 \ucc98\ub9ac\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ud574\uc548 \uc9c0\uc5ed\uc758 \uc778\uac74\ube44 \uc0c1\uc2b9\uc740 \uc120\ud615 \uc561\ucd94\uc5d0\uc774\ud130\uc6a9 \uc18c\ud615 \uc790\uc11d\uc774 \ud544\uc694\ud55c \ud53d\uc564\ud50c\ub808\uc774\uc2a4 \ub85c\ubd07\uc758 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 FANUC\uacfc \ub3c5\uc77c\uc758 KUKA\ub294 ISO 9001 \uc778\uc99d \uc790\uc11d \ucd94\uc801\uc131\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 TDK \ubc0f Proterial\uacfc \uac19\uc740 \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +0.9%)<\/p>\n<p>4.  \uace0\uc8fc\ud30c \uc804\ub825 \uc804\uc790 \uc7a5\uce58\uc5d0 \ub098\ub178\uacb0\uc815\uc9c8 \ucf54\uc5b4 \ud544\uc694\uc131: AI \ucd94\ub860 \ud074\ub7ec\uc2a4\ud130\ub294 500kHz\uc5d0\uc11c 1MHz\ub85c \uc2a4\uc704\uce6d\ud558\ub294 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58\ub97c \uc0ac\uc6a9\ud558\ub294\ub370, \uc774\ub7ec\ud55c \uc8fc\ud30c\uc218\uc5d0\uc11c\ub294 \uaddc\uc18c\uac15 \ucf54\uc5b4\uac00 \uc5c4\uccad\ub09c \uc640\uc804\ub958 \uc190\uc2e4\uc744 \uacaa\uc2b5\ub2c8\ub2e4. 20nm \ubbf8\ub9cc\uc758 \uacb0\uc815\ub9bd\uc744 \uac00\uc9c4 \ub098\ub178\uacb0\uc815\uc9c8 \ub9ac\ubcf8\uc740 100kHz\uc5d0\uc11c \ucf54\uc5b4 \uc190\uc2e4\uc744 10W\/kg \ubbf8\ub9cc\uc73c\ub85c \uc904\uc5ec \uae30\uc874 \uac15\ucca0\uc758 5\ubd84\uc758 1 \uc218\uc900\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. \uc774\ub294 48V \ubc84\uc2a4 \ucee8\ubc84\ud130\uc758 \uae30\ubcf8 \uc7ac\ub8cc\uac00 \ub429\ub2c8\ub2e4. VACUUMSCHMELZE\uc758 VITROPERM\uacfc Hitachi Metals\uc758 FINEMET\uc740 AI \uc124\ube44 \ud22c\uc790\uac00 \uc5f0\uac04 2,000\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uba74\uc11c 2026\ub144 \uc911\ubc18\uae4c\uc9c0 \ub9e4\uc9c4 \uc0c1\ud0dc\uc785\ub2c8\ub2e4. (CAGR \uc601\ud5a5: +0.6%)<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5 \uc800\ud574 \uc694\uc778 (Restraints)<\/p>\n<p>1.  OECD \uad6d\uac00\uc5d0\uc11c \ud76c\ud1a0\ub958(REE) \ucc44\uad74 ESG \ubc18\ubc1c \uc2ec\ud654: \ubbf8\uad6d\uacfc \ud638\uc8fc\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \ud76c\ud1a0\ub958 \uad11\uc0b0 \ud5c8\uac00\uc5d0 \ud3c9\uade0 7-10\ub144\uc774 \uc18c\uc694\ub418\uba70, \uc774\ub294 2015\ub144\ubcf4\ub2e4 \ub450 \ubc30 \uae34 \uae30\uac04\uc785\ub2c8\ub2e4. \uc774\ub294 \uaddc\uc81c \ub2f9\uad6d\uc774 \uc601\uad6c\uc801\uc778 \uad11\ubbf8\uc218 \ucc98\ub9ac \ubcf4\uc99d\uc744 \uc694\uad6c\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. Lynas\ub294 \uc794\ub958\ubb3c \ucc98\ub9ac \uc870\uac74 \ud611\uc0c1\uc73c\ub85c \uc778\ud574 Kalgoorlie \uc815\uc81c\uc18c \ud655\uc7a5 \uc791\uc5c5\uc744 18\uac1c\uc6d4 \ub3d9\uc548 \uc911\ub2e8\ud588\uc2b5\ub2c8\ub2e4. EU\uc758 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95\uc740 2030\ub144\uae4c\uc9c0 10%\uc758 \ud604\uc9c0 \uacf5\uae09\uc744 \uc694\uad6c\ud558\uc9c0\ub9cc, \uc0c8\ub85c\uc6b4 \uc720\ub7fd \uad11\uc0b0\uc740 \uac00\ub3d9\ub418\uc9c0 \uc54a\uc544 \uc544\uc2dc\uc544\uc758 \uc704\ud0c1 \uc815\uc81c\uc5d0 \uc758\uc874\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5ed\ud48d\uc740 \ub124\uc624\ub514\ubbb4 \uc0b0\ud654\ubb3c \uac00\uaca9\uc774 \ud0ac\ub85c\uadf8\ub7a8\ub2f9 80\ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \ub54c 3-5%\uc758 \ud6a8\uc728\uc744 \ud76c\ud1a0\ub958 \ub3c5\ub9bd\uc131\uacfc \uad50\ud658\ud558\ub294 \uc790\uc11d \uc5c6\ub294 \ubaa8\ud130 \uc124\uacc4\ub85c OEM\ub4e4\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: -0.8%)<\/p>\n<p>2.  \uc911\uad6d\uc758 Nd \ubc0f Dy \uc0b0\ud654\ubb3c \uc218\ucd9c \ud1b5\uc81c \uc704\ud5d8: \uc911\uad6d \uc815\ubd80\ub294 2023\ub144 \uac08\ub968, \uac8c\ub974\ub9c8\ub284, \uc548\ud2f0\ubaac\uc5d0 \ub300\ud55c \ud5c8\uac00\uc81c\ub97c \ubd80\uacfc\ud588\uc73c\uba70, \uc9c0\uc815\ud559\uc801 \ub9c8\ucc30\uc774 \uc2ec\ud654\ub420 \uacbd\uc6b0 \ud76c\ud1a0\ub958 \uc0b0\ud654\ubb3c\uc5d0\ub3c4 \uc801\uc6a9\ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\uc2b5\ub2c8\ub2e4. \uacfc\uac70 \ubd84\uc7c1 \uc2dc \uc790\ubc1c\uc801\uc778 \uc120\uc801\ub7c9 \uac10\uc18c\ub294 \uba87 \uc8fc \ub9cc\uc5d0 \uac00\uaca9\uc744 40-60% \uae09\ub4f1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uc790\uc11d \ub300\uae30\uc5c5\uc778 Shin-Etsu\uc640 TDK\ub294 6\uac1c\uc6d4\uce58 \uc0b0\ud654\ubb3c \uc7ac\uace0\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc5f0\uac04 \ub9e4\ucd9c\uc758 15-20%\uc5d0 \ud574\ub2f9\ud558\ub294 \uc6b4\uc804\uc790\ubcf8\uc744 \ubb36\uc5b4\ub450\ub294 \uac83\uc785\ub2c8\ub2e4. (CAGR \uc601\ud5a5: -1.1%)<\/p>\n<p>3.  NdFeB \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9\uc758 \ub290\ub9b0 \ud655\uc7a5: \uc7ac\ucc98\ub9ac \uacfc\uc815\uc5d0\uc11c \uc790\uc18d\uc774 \ucd5c\ub300 15% \uc800\ud558\ub420 \uc218 \uc788\uc5b4, \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ub8cc\ub294 \uc804\uccb4 \uc18c\ube44\ub7c9\uc758 5% \ubbf8\ub9cc\uc5d0 \uba38\ubb3c\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5: -0.4%)<\/p>\n<p>\ubd80\ubb38\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc7ac\ub8cc\ubcc4:<br \/>\n\ub124\uc624\ub514\ubbb4-\ucca0-\ubd95\uc18c(NdFeB)\ub294 2025\ub144 \ubb3c\ub7c9\uc758 44.21%\ub97c \ucc28\uc9c0\ud558\uba70, \ubaa8\ud130 \uc81c\uc870\uc5c5\uccb4\uac00 \ud1a0\ud06c \uc190\uc2e4 \uc5c6\uc774 \ub85c\ud130 \ud06c\uae30\ub97c \uc808\ubc18\uc73c\ub85c \uc904\uc77c \uc218 \uc788\uac8c \ud558\ub294 \ud0c1\uc6d4\ud55c \uc5d0\ub108\uc9c0 \uc81c\ud488\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub514\uc2a4\ud504\ub85c\uc298 \ube44\uc6a9 \uc0c1\uc2b9\uc740 OEM\ub4e4\uc774 \ub300\uc548\uc744 \ucc3e\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \ud398\ub77c\uc774\ud2b8\ub294 \ud578\ub4dc\uc14b \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ud585\ud2f1 \ubc0f \ucda9\uc804 \ubaa8\ub4c8\uc5d0\uc11c \ubcf8\ub514\ub4dc NdFeB\ub97c \uc0ac\ucd9c \uc131\ud615 \ud398\ub77c\uc774\ud2b8\ub85c \ub300\uccb4\ud558\uba74\uc11c 2031\ub144\uae4c\uc9c0 6.28%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0ac\ub9c8\ub968-\ucf54\ubc1c\ud2b8\ub294 200\u00b0C \uc774\uc0c1\uc758 \ud2c8\uc0c8 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ub2e4\uc6b4\ud640 \ub3c4\uad6c \uc2dc\uc7a5\uc5d0\uc11c \uc0ac\uc6a9\ub418\uba70, \uc804\uae30\uac15\ud310\uc740 \ubcc0\uc555\uae30 \ubc0f \ubaa8\ud130 \ub77c\ubbf8\ub124\uc774\uc158 \ub355\ubd84\uc5d0 \ub192\uc740 \uc218\uc694\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. \ud504\ub9ac\ubbf8\uc5c4 \ub098\ub178\uacb0\uc815\uc9c8 \ub9ac\ubcf8\uc740 \ub370\uc774\ud130 \uc13c\ud130 PSU\uc758 \uace0\uc8fc\ud30c \uc2ac\ub86f\uc744 \ucc28\uc9c0\ud558\uba70 \ub192\uc740 \ub9c8\uc9c4\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc720\ud615\ubcc4:<br \/>\n\uc5f0\uc790\uc131 \uc7ac\ub8cc\ub294 2025\ub144 61.23%\uc758 \ubb3c\ub7c9\uc744 \ucc28\uc9c0\ud558\uba70, \ubcc0\uc555\uae30 \ucf54\uc5b4, \uc778\ub355\ud130, \uace0\uc815\uc790 \ub77c\ubbf8\ub124\uc774\uc158\uc5d0 \uc758\ud574 \uc9c0\uc9c0\ub429\ub2c8\ub2e4. \ubc29\ud5a5\uc131 \uc804\uae30\uac15\ud310\uc740 \ubc30\uc804 \ubcc0\uc555\uae30\uc758 \ubb34\ubd80\ud558 \uc190\uc2e4\uc744 \uc904\uc774\ub824\ub294 \ub178\ub825\uc73c\ub85c \uc0c8\ub85c\uc6b4 \ud22c\uc790\ub97c \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uacbd\uc790\uc131\/\uc601\uad6c\uc790\uc11d \uc7ac\ub8cc\ub294 2031\ub144\uae4c\uc9c0 6.98%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\ub294\ub370, \uc774\ub294 \uc804\uae30\ucc28, \ud48d\ub825 \ud130\ube48, \uc0b0\uc5c5\uc6a9 \ub85c\ubd07\ub9c8\ub2e4 \uc5ec\ub7ec \uac1c\uc758 \uc601\uad6c\uc790\uc11d \ubaa8\ud130\uac00 \ucd94\uac00\ub418\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uae00\ub85c\ubc8c \ud6a8\uc728\uc131 \uaddc\uc81c(IE4\/IE5)\ub294 \uaddc\uc81c \uae30\uc900\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc601\uad6c\uc790\uc11d\uc744 \uac70\uc758 \ud544\uc218\ub85c \uc694\uad6c\ud558\uba70, \uacbd\uc790\uc131 \uc7ac\ub8cc\ub85c\uc758 \uc804\ud658\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc751\uc6a9 \ubd84\uc57c\ubcc4:<br \/>\n\uc804\uae30 \ubaa8\ud130 \ubc0f \ubc1c\uc804\uae30\ub294 2025\ub144 \ubb3c\ub7c9\uc758 39.55%\ub97c \ud761\uc218\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 6.78% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ubaa8\ud130\uac00 \uc804 \uc138\uacc4 \uc804\ub825\uc758 45%\ub97c \uc18c\ube44\ud558\ubbc0\ub85c, \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc774 \uadf8\ub9ac\ub4dc \uaddc\ubaa8\uc5d0\uc11c \uae30\uac00\uc640\ud2b8\uc2dc\ub97c \uc808\uc57d\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ubcc0\uc555\uae30 \ubc0f \uc778\ub355\ud130 \uc218\uc694\ub294 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc778\ubc84\ud130 \ubc0f \ub178\ud6c4 \uc7a5\ube44 \uad50\uccb4\ub97c \uc704\ud55c \uadf8\ub9ac\ub4dc \ud604\ub300\ud654 \ud504\ub85c\uadf8\ub7a8\uc5d0 \uc758\ud574 \ucd09\uc9c4\ub429\ub2c8\ub2e4. \uc13c\uc11c \ubc0f \uc561\ucd94\uc5d0\uc774\ud130\ub294 \ucc28\ub7c9 \ubc0f \uc2a4\ub9c8\ud2b8 \uacf5\uc7a5\uc5d0\uc11c \ud655\uc0b0\ub418\uace0 \uc788\uc9c0\ub9cc, \ub2e8\uc704\ub2f9 \uc9c8\ub7c9\uc774 \uc791\uc544 \uc804\uccb4 \ubb3c\ub7c9\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc740 \uc801\uc2b5\ub2c8\ub2e4. \uc790\uae30 \uc800\uc7a5 \uc7a5\uce58\ub294 HDD\uc5d0\uc11c MRAM \uc2a4\ud37c\ud130 \ud0c0\uac9f\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n\uc804\uc790\uc81c\ud488\uc740 2025\ub144 \ubb3c\ub7c9\uc758 38.13%\ub97c \uc720\uc9c0\ud588\uc73c\uba70, 12\uc5b5 \ub300\uc758 \uc2a4\ub9c8\ud2b8\ud3f0\uc774 \uac01\uac01 \uc218 \uadf8\ub7a8\uc758 \ud398\ub77c\uc774\ud2b8\uc640 NdFeB\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud578\ub4dc\uc14b \ucd9c\ud558\ub7c9\uc774 \uc815\uccb4\ub418\uba74\uc11c \uc131\uc7a5\uc774 \ub454\ud654\ub418\uace0 \uc788\uc73c\uba70, \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc774 \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd84\uc57c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc804\uae30\ucc28\ub294 2025\ub144 1,400\ub9cc \ub300\uc5d0\uc11c 2030\ub144 3,500\ub9cc \ub300\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ub0b4\uc5f0\uae30\uad00 \ucc28\ub7c9\uc5d0\ub294 \uc601\uad6c\uc790\uc11d\uc774 \uc804\ud600 \uc5c6\ub294 \ubc18\uba74 BEV\uc5d0\ub294 3-5kg\uc758 \uc601\uad6c\uc790\uc11d\uc774 \ub0b4\uc7a5\ub418\uc5b4 \uc790\ub3d9\ucc28 \uc218\uc694\uac00 7.95%\uc758 CAGR\ub85c \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \ubc1c\uc804(\ud48d\ub825 \ud130\ube48, \uc218\ub825 \ubc1c\uc804\uae30 \ud3ec\ud568)\uc740 2026\ub144 \ud574\uc0c1 \ud504\ub85c\uc81d\ud2b8\uac00 \ud655\ub300\ub418\uba74\uc11c \ub2e4\uc2dc \uae09\uc99d\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<br \/>\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ubb3c\ub7c9\uc758 67.23%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 7.77%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 18\ub9cc \ud1a4 NdFeB \uc0dd\uc0b0\ub7c9, \uc77c\ubcf8\uc758 \uace0\ubcf4\uc790\ub825 \ud2b9\uc218 \uc81c\ud488, \ud55c\uad6d\uc758 MRAM \ud655\uc7a5 \ub4f1\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc911\uad6d\uc740 \ud398\ub77c\uc774\ud2b8, \uc804\uae30\uac15\ud310, \uc18c\uacb0 NdFeB \ub4f1 \uc8fc\uc694 \uc790\uc131 \uc7ac\ub8cc\ub97c \uc0dd\uc0b0\ud558\uba70, \uc218\uc9c1 \ud1b5\ud569\ub41c \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc0b0\ud654\ubb3c\ubd80\ud130 \uac00\uacf5\uae4c\uc9c0 \ud1b5\uc81c\ud558\uc5ec \ub0ae\uc740 \ube44\uc6a9\uacfc \ube60\ub978 \ub9ac\ub4dc \ud0c0\uc784\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 Shin-Etsu\uc640 TDK\ub294 50 MGOe \ubc0f 30 kOe \uc774\uc0c1\uc758 \ud504\ub9ac\ubbf8\uc5c4 \ub4f1\uae09\uc744 \uc9c0\ubc30\ud558\uba70, \uc77c\ubc18 \ube14\ub85d\ubcf4\ub2e4 30-40% \ub192\uc740 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. \uc778\ub3c4\ub294 \uad6d\ub0b4 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc774\ub95c\ucc28\uc6a9 \ud398\ub77c\uc774\ud2b8 \ud5c8\ube0c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc9c0\ub9cc, \ud76c\ud1a0\ub958 \uc0b0\ud654\ubb3c\uc758 95%\ub97c \uc5ec\uc804\ud788 \uc218\uc785\ud558\uc5ec \uc911\uad6d \uc815\ucc45 \ubcc0\ud654\uc5d0 \ucde8\uc57d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8\ub294 \uc911\uac04 \uc218\uc900\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70, MP Materials\uc758 Stage II \ud569\uae08 \ub77c\uc778\uc740 2027\ub144\uae4c\uc9c0 \uc218\uc785 \uc758\uc874\ub3c4\ub97c 70%\ub85c \ub0ae\ucd9c \uac83\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud604\uc9c0 \uc790\uc11d \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc218\uc694\uc758 5%\uc5d0 \ubd88\uacfc\ud558\uba70, VACUUMSCHMELZE\uc640 Proterial\uc740 \ub370\uc774\ud130 \uc13c\ud130 \ucf54\uc5b4\ub97c \uacf5\uae09\ud558\uc9c0\ub9cc \uc911\uad6d \ub9ac\ubcf8\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \ub0a8\ubbf8 \ubc0f \uc911\ub3d9 \uc544\ud504\ub9ac\uce74\uc758 \uc810\uc720\uc728\uc740 \uad11\uc0b0 \uc7a5\ube44 \ubc0f \uadf8\ub9ac\ub4dc \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uc0dd\uc0b0 \uc5c5\uccb4\uac00 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 37%\ub97c \ud1b5\uc81c\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc120\ub450 \uae30\uc5c5\uc778 Hengdian\uacfc DMEGC\ub294 \uc0b0\ud654\ubb3c \uacf5\uae09\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uad11\uc0b0-\uc790\uc11d \ud1b5\ud569\uc744 \uc2e4\ud589\ud558\uba70, \uc77c\ubcf8\uc758 Shin-Etsu\uc640 TDK\ub294 \uace0\ub9c8\uc9c4 \ub4f1\uae09\uc744 \uc704\ud574 \uacb0\uc815\ub9bd\uacc4 \ud655\uc0b0 \uae30\uc220\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uc11c\uad6c\uc758 \uc2e0\uaddc \uc9c4\uc785 \uae30\uc5c5\uc778 MP Materials\uc640 Lynas\ub294 \uad6d\ubc29 \uc870\ub2ec \uaddc\uc815\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ubd84\ub9ac \ub77c\uc778\uc73c\ub85c \ud6c4\ubc29 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc7ac\ud65c\uc6a9\uc740 \uc544\uc9c1 \ubbf8\uac1c\ucc99 \ubd84\uc57c\ub85c, Urban Mining Company\uc640 Noveon Magnetics\ub294 \ub514\uc2a4\ud504\ub85c\uc298\uc744 90% \uc21c\ub3c4\ub85c \ud68c\uc218\ud558\ub294 \ud30c\uc77c\ub7ff \uc120\ud0dd\uc801 \uce68\ucd9c \uacf5\uc7a5\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc218\ucd9c \ucffc\ud130\uac00 \uac15\ud654\ub420 \uacbd\uc6b0 \uac00\uce58\uac00 \uc0c1\uc2b9\ud560 \uac83\uc785\ub2c8\ub2e4. \uae30\uc220\uc740 \ud575\uc2ec\uc801\uc778 \uc9c0\ub81b\ub300\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. Proterial\uc758 \ud655\uc0b0 \uacf5\uc815\uc740 \ubcf4\uc790\ub825 \uc190\uc2e4 \uc5c6\uc774 \ub514\uc2a4\ud504\ub85c\uc298 \uc0ac\uc6a9\ub7c9\uc744 30% \uc904\uc774\uba70, \ud604\uc7ac NEO Performance Materials \ubc0f Daido Steel\uc5d0 \ub77c\uc774\uc120\uc2a4\ub97c \uc81c\uacf5\ud558\uc5ec \uc6d0\uc790\uc7ac \ucda9\uaca9\uc73c\ub85c\ubd80\ud130 \uc218\uc775\uc744 \ubcf4\ud638\ud558\ub294 \ub85c\uc5f4\ud2f0 \ud750\ub984\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub098\ub178\uacb0\uc815\uc9c8 \ud569\uae08\uc5d0 \ub300\ud55c \ud2b9\ud5c8 \ucd9c\uc6d0\uc740 2024-2025\ub144\uc5d0 200\uac74 \uc774\uc0c1 \uae09\uc99d\ud588\uc73c\uba70, VACUUMSCHMELZE, Hitachi Metals, Advanced Technology &#038; Materials\uac00 \ucf54\uc5b4 \uc190\uc2e4 \ub9ac\ub354\uc2ed\uc744 \ub193\uace0 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IEC TC 68\uacfc \uac19\uc740 \ud45c\uc900 \uae30\uad00\uc740 \uc7ac\ud65c\uc6a9 \uc790\uc11d \ucd94\uc801\uc131 \uaddc\uce59\uc744 \ucd08\uc548\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 ISO 14001 \uc778\uc99d \ubc0f \ud22c\uba85\ud55c \uacf5\uae09\ub9dd\uc744 \ubcf4\uc720\ud55c \uc0dd\uc0b0\uc790\uc5d0\uac8c \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5:<br \/>\n*   Proterial, Ltd.<br \/>\n*   Shin-Etsu Chemical Co., Ltd.<br \/>\n*   TDK Corporation<br \/>\n*   Ningbo Yunsheng Co., Ltd.<br \/>\n*   VACUUMSCHMELZE GmbH &#038; Co. KG<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 11\uc6d4: \ub274\ud584\ud504\uc154 \ub300\ud559\uad50 \uc5f0\uad6c\uc6d0\ub4e4\uc740 \uc778\uacf5\uc9c0\ub2a5\uc744 \ud65c\uc6a9\ud558\uc5ec \uc0c8\ub85c\uc6b4 \uae30\ub2a5\uc131 \uc790\uc131 \uc7ac\ub8cc \ubc1c\uacac\uc744 \uac00\uc18d\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ub178\ub825\uc73c\ub85c 67,573\uac1c\uc758 \uc790\uc131 \uc7ac\ub8cc\ub97c \ud3ec\ud568\ud558\ub294 \uac80\uc0c9 \uac00\ub2a5\ud55c \ub370\uc774\ud130\ubca0\uc774\uc2a4\uac00 \uad6c\ucd95\ub418\uc5c8\uc73c\uba70, \uc774 \uc911 25\uac1c\ub294 \uace0\uc628\uc5d0\uc11c\ub3c4 \uc790\uae30 \ud2b9\uc131\uc744 \uc720\uc9c0\ud558\ub294 \uc774\uc804\uc5d0 \uc2dd\ubcc4\ub418\uc9c0 \uc54a\uc740 \ud654\ud569\ubb3c\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 10\uc6d4: Arnold Magnetic Technologies\ub294 \uace0\uc2e0\ub8b0\uc131 \uc790\uc131 \ubd80\ud488\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub298\ub9ac\uae30 \uc704\ud574 \ud0dc\uad6d\uc5d0 \uc0c8\ub85c\uc6b4 \uc81c\uc870 \uc2dc\uc124\uc744 \uc124\ub9bd\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uac1c\ubc1c\uc740 \ud68c\uc0ac\uc758 \uc2dc\uc7a5 \uc9c0\uc704\ub97c \uac15\ud654\ud558\uace0 \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uc815\uc758, \uc8fc\uc694 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uc2dc\uc7a5 \uaddc\ubaa8 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5\uc740 \uc790\ub3d9\ucc28, \uc804\uc790, \uc5d0\ub108\uc9c0 \ubc0f \uc77c\ubc18 \uc0b0\uc5c5 \ubd84\uc57c\uc5d0 \uacf5\uae09\ub418\ub294 \uc5f0\uc790\uc131, \uc900\uacbd\uc790\uc131, \uc601\uad6c \uc790\uc131 \ud569\uae08(\ud398\ub77c\uc774\ud2b8, \uc804\uae30\uac15, \ub124\uc624\ub514\ubbb4-\ucca0-\ubd95\uc18c(NdFeB), \uc0ac\ub9c8\ub968-\ucf54\ubc1c\ud2b8(SmCo), \uc54c\ub8e8\ubbf8\ub284-\ub2c8\ucf08-\ucf54\ubc1c\ud2b8(AlNiCo) \ub4f1)\uc758 \uc804 \uc138\uacc4 \uacf5\uae09\ub7c9(\ubbf8\ud130\ud1a4 \uae30\uc900)\uc73c\ub85c \uc815\uc758\ub429\ub2c8\ub2e4. \uc644\uc81c\ud488 \uc18c\ube44 \uae30\uae30 \ubc0f \ube44\uacf5\uc2dd \ucc44\ub110\uc744 \ud1b5\ud55c \uc7ac\ud65c\uc6a9 \uc2a4\ud06c\ub7a9\uc740 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n2026\ub144 \uae30\uc900 \uc790\uc131 \uc7ac\ub8cc \uc2dc\uc7a5 \uaddc\ubaa8\ub294 3,318\ub9cc \ud1a4\uc774\uba70, 2031\ub144\uc5d0\ub294 4,468\ub9cc \ud1a4\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \uc5f0\ud3c9\uade0 6.13%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc804\uae30\ucc28 \ucc44\ud0dd \uc99d\uac00, \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \ud48d\ub825 \ud130\ube48 \uae30\uc5b4\ub9ac\uc2a4 \ubc1c\uc804\uae30 \ub3c4\uc785, AI \uae30\ubc18 \uacf5\uc7a5 \uc790\ub3d9\ud654\ub85c \uc778\ud55c \uc13c\uc11c \uc790\uc11d \uc218\uc694 \uc99d\ub300, \ub85c\ubd07 \uacf5\ud559 \ubc0f \uc790\ub3d9\ud654 \uc0ac\uc6a9 \ud655\ub300, \uace0\uc8fc\ud30c \uc804\ub825 \uc804\uc790 \uc7a5\uce58\uc5d0 \ud544\uc694\ud55c \ub098\ub178\uacb0\uc815\uc9c8 \ucf54\uc5b4 \uc218\uc694 \uc99d\uac00 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\nOECD \uad6d\uac00 \ub0b4 \ud76c\ud1a0\ub958(REE) \ucc44\uad74\uc5d0 \ub300\ud55c ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \ubc18\ubc1c \uc2ec\ud654, \uc911\uad6d\uc758 \ub124\uc624\ub514\ubbb4(Nd) \ubc0f \ub514\uc2a4\ud504\ub85c\uc298(Dy) \uc0b0\ud654\ubb3c \uc218\ucd9c \ud1b5\uc81c \uc704\ud5d8, NdFeB \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9\uc758 \ub354\ub518 \uaddc\ubaa8 \ud655\ub300 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubd84\uc11d:<br \/>\n*   \uc7ac\ub8cc\ubcc4: \ub124\uc624\ub514\ubbb4-\ucca0-\ubd95\uc18c(NdFeB), \ud398\ub77c\uc774\ud2b8, \uc0ac\ub9c8\ub968-\ucf54\ubc1c\ud2b8(SmCo), \uc54c\ub8e8\ubbf8\ub284-\ub2c8\ucf08-\ucf54\ubc1c\ud2b8(AlNiCo) \ubc0f \uae30\ud0c0 \uc7ac\ub8cc(\uc804\uae30\uac15, \ub098\ub178\uacb0\uc815\uc9c8 \ud569\uae08 \ub4f1)\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4. \ud2b9\ud788 NdFeB\ub294 \uc804\uae30\ucc28\uc758 \uc18c\ud615 \uace0\ud6a8\uc728 \ubaa8\ud130 \uad6c\ud604\uc5d0 \ud544\uc218\uc801\uc778 \ucd5c\uace0 \uc5d0\ub108\uc9c0 \uc81c\ud488\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ud615\ubcc4: \uc5f0\uc790\uc131, \uacbd\uc790\uc131\/\uc601\uad6c \uc790\uc131, \uc900\uacbd\uc790\uc131 \uc7ac\ub8cc\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: 2026\ub144 \uc804\uccb4 \uc2dc\uc7a5\uc758 39.55%\ub97c \ucc28\uc9c0\ud558\ub294 \uc804\uae30 \ubaa8\ud130 \ubc0f \ubc1c\uc804\uae30\uac00 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, \ubcc0\uc555\uae30 \ubc0f \uc778\ub355\ud130, \uc13c\uc11c \ubc0f \uc561\ucd94\uc5d0\uc774\ud130, \uc790\uae30 \uc800\uc7a5 \ubc0f MRAM, \uc790\uae30 \ub0c9\uac01, EMI\/EMC \ubd80\ud488 \ub4f1\uc774 \uc8fc\uc694 \uc751\uc6a9 \ubd84\uc57c\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc804\uc790, \uc790\ub3d9\ucc28, \ubc1c\uc804, \uc0b0\uc5c5 \ubc0f \uae30\ud0c0 \uc0b0\uc5c5(\uac00\uc804, \ud5ec\uc2a4\ucf00\uc5b4, \ud56d\uacf5\uc6b0\uc8fc \ub4f1)\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2026\ub144 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 67.23%\ub97c \ucc28\uc9c0\ud558\uba70 7.77%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\ub3c4 \ubd84\uc11d \ub300\uc0c1\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud558\uba70, Adams Magnetic Products, ArcelorMittal, Arnold Magnetic Technologies, Daido Steel Co., Ltd., TDK Corporation, VACUUMSCHMELZE GmbH &#038; Co. KG \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860:<br \/>\n\ubcf8 \uc5f0\uad6c\ub294 \uc790\uc11d \ud569\uae08 \uc81c\ub828\uc5c5\uccb4, EV \uad6c\ub3d9 \ubaa8\ud130 \ud1b5\ud569\uc5c5\uccb4 \ub4f1\uacfc\uc758 1\ucc28 \uc778\ud130\ubdf0\uc640 UN Comtrade, USGS, Eurostat \ub4f1 \uacf5\uacf5 \ub370\uc774\ud130\uc14b \ubc0f \uae30\uc5c5 \uc7ac\ubb34 \uc815\ubcf4\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud558\uc5ec \uc218\ud589\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ubaa8\ub450 \uc0ac\uc6a9\ud558\uc5ec \uc804\uae30\ucc28 \ud310\ub9e4, \uae00\ub85c\ubc8c \ud48d\ub825 \ud130\ube48 \uc6a9\ub7c9 \ub4f1 \ud575\uc2ec \ubcc0\uc218\ub97c \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubaa8\ub378\uc5d0 \uc801\uc6a9\ud558\uc5ec 2030\ub144\uae4c\uc9c0\uc758 \uc218\uc694\ub97c \uc608\uce21\ud569\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubcf4\uace0\uc11c\ub294 \ubb3c\ub9ac\uc801 \ubb3c\ub7c9(\ubbf8\ud130\ud1a4) \uae30\uc900\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc81c\uacf5\ud558\uace0, \uc5c4\uaca9\ud55c \ud3ec\ud568 \uc815\ucc45\uc744 \uc801\uc6a9\ud558\uba70, \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud574 \uc2e0\ub8b0\uc131 \ub192\uc740 \uae30\uc900\uc120\uc744 \uc81c\uacf5\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-58588","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\/58588"}],"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=58588"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/58588\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=58588"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=58588"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=58588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}