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2025๋…„ ์ค‘๊ตญ์‚ฐ ์ „๊ธฐ์ฐจ์˜ ๊ตญ๊ฐ€๋ณ„ ์ ์œ ์œจ/ํŒ๋งค๋Ÿ‰ by voronoiapp.com

๋ณธ๋ฌธ

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๋ฏธ๊ตญ์ด ์ „๊ธฐ์ฐจ ์บ์ฆ˜์— ํ”๋“ค๋ฆฌ๋Š” ์‚ฌ์ด์—๋„ ์ค‘๊ตญ์€ ์ „๊ธฐ์ฐจ์— ์ง„์‹ฌ์ด๋ผ๋Š” ๊ฑธ ์œ ๊ฐ์—†์ด ๋ณด์—ฌ์ฃผ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๋ฌผ๋ก  ๊ณผ๋„ํ•œ ๋ณด์กฐ๊ธˆ๋ถ€ํ„ฐ ๊ฒฝ์Ÿ์‚ฌ๊ฐ€ ๋„ˆ๋ฌด ๋งŽ์€ ํƒ“์— ๋„์‚ฐํ•œ ๊ธฐ์—…๋“ค๋„ ์žˆ์ง€๋งŒ, ์ค‘๊ตญ์‚ฐ ์ „๊ธฐ์ฐจ๋“ค์€ ์ค‘๊ตญ ๋‚ด์ˆ˜๋Š” ๋ฌผ๋ก  ์„ธ๊ณ„ ์‹œ์žฅ์—์„œ ์ƒˆ๋กœ์šด ์‚ฌ์šฉ์ž๋ฅผ ๋งŒ๋‚˜๊ณ  ์žˆ๋Š”๋ฐ์š”. ์šฐ๋ฆฌ๋‚˜๋ผ์—๋„ ์ผ์ฐŒ๊ฐ์น˜ ์ „๊ธฐ๋ฒ„์Šค ๋“ฑ ์ƒ์šฉ์ฐจ ์‹œ์žฅ์˜ ์ง„์ถœ์„ ์‹œ์ž‘์œผ๋กœ ๋น„์•ผ๋””(BYD)๊ฐ€ ์„ธ๋‹จํ˜•๊ณผ  SUVํ˜• ์ „๊ธฐ์ฐจ์ธ ๋Œํ•€(Dolphin), ์•„ํ† 3(Atto 3), ์”ฐ(Seal), ์”จ๋ผ์ด์–ธ 7(Sea Lion 7) ๋“ฑ์„ ์„ ๋ณด์ด๋ฉฐ ์กฐ๊ธˆ์ด๋‚˜๋งˆ ์˜ํ† ๋ฅผ ํ™•์žฅํ•ด๊ฐ€๊ณ  ์žˆ์ฃ .

 

์ค‘๊ตญ์‚ฐ ์ „๊ธฐ์ฐจ, ์„ธ๊ณ„ ์‹œ์žฅ์—์„œ ์–ผ๋งˆ๋‚˜ ํŒ”๋ ธ๋‚˜?

 

BENCHMARK Mineral Intelligence์˜ ๋ฐ์ดํ„ฐ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ voronoi๊ฐ€ ์ •๋ฆฌํ•œ ์ด ์ธํฌ๊ทธ๋ž˜ํ”ฝ์€ ๊ทธ๋ ‡๊ฒŒ ์—ด์‹ฌํžˆ ์ƒ์‚ฐ๋˜๊ณ  ์žˆ๋Š” ์ค‘๊ตญ์˜ ์ „๊ธฐ์ฐจ๊ฐ€ ์–ด๋–  ๋‚˜๋ผ์—์„œ ๋งŽ์ด ํŒ”๋ฆฌ๊ณ  ์žˆ๋Š”์ง€๋ฅผ ์†Œ๊ฐœํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ํŠน์ • ๊ตญ๊ฐ€์—์„œ ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ํƒ‘์žฌํ•˜๊ณ  ์žˆ๋Š” ์ค‘๊ตญ์‚ฐ ์ „๊ธฐ์ฐจ(BEV)์˜ ์‹œ์žฅ ์ ์œ ์œจ๊ณผ ํŒ๋งค๋Ÿ‰์ด ํ•จ๊ป˜  ์†Œ๊ฐœ๋œ ์ž๋ฃŒ์ธ๋ฐ์š”. ๊ทธ๋ž˜ํ”„์˜ X์ถ•์€ ์—ฐ๋„, Y์ถ•์€ ์‹œ์žฅ ์ ์œ ์œจ์ด๋‹ˆ ์ž˜ ์ฐธ๊ณ ํ•ด ๋ณด์„ธ์š”.

 

 

Battery & Gigafactory | Benchmark Mineral Intelligence

Access independent battery & gigafactory prices, forecasts, and supply chain data with Benchmark. Navigate global battery demand, production, and gigafactory growth confidently.

www.benchmarkminerals.com

 

์šฐ์„  2025๋…„ ๊ธฐ์ค€ ์ค‘๊ตญ์‚ฐ ์ „๊ธฐ์ฐจ์˜ ์ค‘๊ตญ๋‚ด ์‹œ์žฅ ์ ์œ ์œจ์€ 100%์— ์œก๋ฐ•ํ•˜๋Š” ์ˆ˜์ค€์ด๋”๊ตฐ์š”. ๋ฌด์„ญ๋‹ค๊ณ ๋„ ํ•  ์ˆ˜ ์žˆ์ง€๋งŒ, ์ค‘๊ตญ์˜ ํŠน์„ฑ์„ ๊ณ ๋ คํ•˜๋ฉด ๋‹น์—ฐํ•˜๋‹ค๋Š” ์ชฝ์œผ๋กœ ๋ด๋„ ๋  ๋“ฏํ•˜๋‹ˆ ๋„˜์–ด๊ฐ€๊ธฐ๋กœ ํ•˜๊ณ ;; ๋ฉ•์‹œ์ฝ”์—์„œ๋Š” ์ค‘๊ตญ์‚ฐ ์ „๊ธฐ์ฐจ์˜ ์ ์œ ์œจ์ด 89.9%๋‚˜ ๋์Šต๋‹ˆ๋‹ค. ์ด์–ด์„œ ์ด์Šค๋ผ์—˜์ด 84.8%, ํ˜ธ์ฃผ๊ฐ€ 79.5%, ๋‰ด์งˆ๋žœ๋“œ๋Š” 70.5%, ์ธ๋„๋„ค์‹œ์•„๋Š” 61.6%์˜€์Šต๋‹ˆ๋‹ค. ์ดํƒˆ๋ฆฌ์•„๋Š” 37%, ์ŠคํŽ˜์ธ์€ 35.9%, ๋Œ€ํ•œ๋ฏผ๊ตญ์€ 30.9%, ํฌ๋ฅดํˆฌ๊ฐˆ์€ 30.8%, ์˜๊ตญ์€ 26%, ์ผ๋ณธ์€ 25.5%, ๋…์ผ์€ 15.9%, ํ”„๋ž‘์Šค๋Š” 13%์˜€์Šต๋‹ˆ๋‹ค. ๋ฏธ๊ตญ์€ ๊ณ ์ž‘ 0.5% ์ˆ˜์ค€์ด์—ˆ๊ณ ์š”.

 

2025๋…„ ์ „๊ธฐ์ฐจ ํŒ๋งค๋Ÿ‰์œผ๋กœ ๋ณด๋ฉด ์ค‘๊ตญ์—์„œ๋Š” 7,968,936๋Œ€๋‚˜ ํŒ”๋ ธ๊ณ , ์˜๊ตญ์—์„œ๋Š” 129,069๋Œ€, ๋…์ผ์€ 87,650๋Œ€, ํ˜ธ์ฃผ๋Š” 82,147๋Œ€, ๋Œ€ํ•œ๋ฏผ๊ตญ์€ 66,783๋Œ€, ์ธ๋„๋„ค์‹œ์•„๋Š” 64,252๋Œ€, ๋ฉ•์‹œ์ฝ”๋Š” 53,742๋Œ€, ์ด์Šค๋ผ์—˜์€ 48,250๋Œ€, ํ”„๋ž‘์Šค๋Š” 46,493๋Œ€, ์ŠคํŽ˜์ธ์€ 40,009๋Œ€, ๋…ธ๋ฅด์›จ์ด๋Š” 35,562๋Œ€, ์ดํƒˆ๋ฆฌ์•„๋Š” 35,348๋Œ€, ๋„ค๋œ๋ž€๋“œ๋Š” 30,958๋Œ€, ๋ฒจ๊ธฐ์—๋Š” 23,740๋Œ€, ์ผ๋ณธ์€ 20,553๋Œ€, ๋ด๋งˆํฌ๋Š” 19,707๋Œ€, ์Šค์›จ๋ด์€ 18,242๋Œ€, ํฌ๋ฅดํˆฌ๊ฐˆ์€ 17,180๋Œ€, ์˜ค์ŠคํŠธ๋ฆฌ์•„๋Š” 14,496๋Œ€, ์Šค์œ„์Šค๋Š” 8,923๋Œ€, ๋ฏธ๊ตญ์€ 6,070๋Œ€, ์•„์ผ๋žœ๋“œ๋Š” 5,351๋Œ€, ์ธ๋„๋Š” 5,332๋Œ€, ๋‰ด์งˆ๋žœ๋“œ๋Š” 5,226๋Œ€, ํ•€๋ž€๋“œ๋Š” 4,589๋Œ€, ์บ๋‚˜๋‹ค๋Š” 792๋Œ€ ์ˆœ์ด์—ˆ์Šต๋‹ˆ๋‹ค.

 

๋ฐ์ดํ„ฐ๋ฅผ ์‚ดํŽด๋ณด์‹œ๋ฉด ํŒ๋งค๋Ÿ‰๊ณผ ์ ์œ ์œจ์˜ ๊ดด๋ฆฌ๊ฐ€ ๋А๊ปด์ง€๋Š” ๊ฒŒ ์ œ๋ฒ• ๋˜๋Š”๋ฐ์š”. ๊ทธ๋งŒํผ ์ผ๋ถ€ ๊ตญ๊ฐ€๋Š” ์ „๊ธฐ์ฐจ ํŒ๋งค ์ž์ฒด๊ฐ€ ์•„์ง ์ ์–ด์„œ ์ ์œ ์œจ์€ ๋†’๊ฒŒ ๋ณด์ด์ง€๋งŒ, ํŒ๋งค๋Ÿ‰ ์ž์ฒด๋Š” ์ ์€ ๊ฒŒ ์•„๋‹๊นŒ ์‹ถ๋„ค์š”. ๋ฐฐํ„ฐ๋ฆฌ ์ „๊ธฐ์ฐจ(BEV)์— ํ•œ์ •ํ•œ ๋ฐ์ดํ„ฐ๋ผ์„œ ๋” ๊ทธ๋ ‡๊ฒŒ ๋А๊ปด์งˆ ์ˆ˜๋„ ์žˆ์„ ํ…Œ๊ณ ์š”. ์•„๋ฌดํŠผ ์••๋„์ ์ธ ์ ์œ ์œจ๊ณผ ํ•จ๊ป˜ ์˜ฌํ•ด๋„ ์ค‘๊ตญ์‚ฐ ์ „๊ธฐ์ฐจ์˜ ์„ธ๊ณ„ ์‹œ์žฅ ๊ณต๋žต์€ ์ด์–ด์งˆ ํ…๋ฐ์š”. ํ•œ์ชฝ์—์„œ ํ„ฐ์ ธ ๋‚˜์˜ค๋Š” ์ „๊ธฐ์ฐจ ์บ์ฆ˜ ์ด์Šˆ๋ฅผ ์ค‘๊ตญ์ด ์–ด๋–ป๊ฒŒ ๋ŒํŒŒํ•  ์ˆ˜ ์žˆ์„์ง€. ๊ทธ์— ๋Œ€์‘ํ•˜๋Š” ํ˜„๋Œ€๊ธฐ์•„์ฐจ๋Š” ์–ด๋–ค ๋ชจ์Šต์„ ๋ณด์—ฌ์ค„์ง€ ํ˜ธ๊ธฐ์‹ฌ์„ ๋”ํ•˜๊ฒŒ ํ•˜๋Š” ์ž๋ฃŒ๊ฐ€ ์•„๋‹Œ๊ฐ€ ์‹ถ๋„ค์š”.^^;;


 

Where Chinese EVs Are Selling the Most Worldwide

How popular Chinese EVs are worldwide, from 90% market share in Mexico to under 1% in the U.S.

www.visualcapitalist.com

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