OEM ÷
GM 2025 100 븦 ǥ ϰ Ford 2026 200 Stellantis 12 ȿ ڵ ǸŸ Ǹŷ ǥ ִ( ٸ 귣鵵 Ǹŷ ǥ Ǹ ).
̷
˷ , ⺻ ӱ, ý ϰ , , / ý üϴ ̴.
ڵ ȸ ICE ǰ ַ ڿ ̵Ű ִµ, ű ִ. 켱, Ѵ. ƮƮ ڵ OEM 3(GM, Ford, Stellantis) ȸ簡 Ϻϰ ϱ , 뷮 . ͼ , LGַ( LGES), ZSDI(SDI), SK On(SK), CATL, ijҴ Ҽ ü ȭϴ ´.
IRA ִ ȸ
8 ̵ 7,400 Ը ‘÷̼ǰ(Inflation Reduction Act)’ ϸ, Ȯ븦 ߰ ִ 4,000, ִ 7,500 װ ִ Խ״. , ̱ ǰ ̻ ̱ ٽ ֱ ߱ , ߱ ٽ ϰ ƴ.
̽ðֿ ۰ CATL IRA ȸ Ϸ ħ ù ߱ Ѻ Ѵٴ Ҹ ũ.
3 ȭ ũ ǿ CATL IRA ϵ ϴ ϴ ̱ ȸ ο ̱ ڵ 谡 ߱ ̵ йϰ ֱ ̴. ̱ п , 20 ̱ Ͽ Ư Ҽ ǿ ƮƮ 湮 ȸ ְ濵(CEO) ٶ GM CEO ߱ ϱ ߴ.
̿, ߱ ü ȸѴٰ ص ȸ ǵ ٲٴ δ. Ȳ ݿϸ μ, ̱ OEM ִ ü ѱ ü LGES SDI, SK On ȸ δ.
ѱ ü
̱ ʿұ? ݱ 13 ǥƴ. ũ ⰡƮ(GWh) Ǵ ٿ ⰡƮ(GW) ǥ Ǵµ Ϲ, 忡 25~35GW Ѵ. 뷮 뷮 30~50 ִ. , ¿ 1,700 (Ҵ
)̴. 2030 Ǹŷ üȴٸ ּ 20 ʿ, 13 常 ǥǰ 5 뷮 · ǰ ִ. , ݺ ξ ʿ ̸ ȸ ִ. ̷ ѱ ü ǥ Ѵ.
ٸ ȸ ΰ?
ѱ ü, ü ü ѱ ϴ η (, , Ͼ ϰ ϱ ̱ ڸ ʿ ).
ġ, , ȭ Բ ѱ • ٷ ְ ʿ. GM-LGES ʱ ÿ ܰ迡 ּ 2~3 1,000 ̻ ѱ ٷڰ Ե ϸ Ȱȭ 뵿 .
ڵȭ (trouble shooting), ִ . ͼ, ñ, , Ŀ κ ۾ ڵȭ ִµ ̵ κ ѱ ü. 踦 ȣ ۵
· ϴ ɷ ۵ ߿ ȿ ٽ .
Ϲ̿ Ǹ ȸ
•Ÿ, ̿ (GM/LGES)
•, ̽ð (GM/LGES)
•, ׳ (GM/LGES)
•ںŸ, Ű (/SK)
•, Ÿ ij (ڶƼ/LGES)
•ڸ, εֳ (ڶƼ/SDI)
•Ŀӽ, (SK)
•״, ̽ð (LGES)
•ݷ, ̿ (ȥ/LGES)
•콺 , εֳ (GM/SDI)
û
̱ 30 ̻ ϸ, GM ټ ȸ翡 ٹ ڰ üϱ ô ѱε鿡 ȸ , ô̴.
Ư, ڵ ѱ п, ̱ ؼ Ը ο ѱκ ̶ ѱ ü鿡 ̴. ̱, ѱ ȭ ƴ Ǵ ο ô ȯ ȴ.
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