Issue (2) 3772-1543 kdjsteel@goodi.com 3 :,, 211 ( ), GreenCar Player 18 5
CODE (%) 538 211 392,92 43. 212HEV, 213PHEV EV FCEV LG 5191 1 253,818 33.9 211 GM Volt 1233,, xev 247,253 46.6 HL (, 51%, LG 49%), 2 SK 9677 EV, BlueOn, 158,578 33. 2123, LS 626 LS, LS, LS, 29,946 14.4 GM1 LS, BlueOn 698 ECU, 25,226 18.2, 1211 KPL( 4%) 18,126 23.4 1% KPL 5IPO 367 LS 4 ( ) 7,59 4.3 ( / ) 214 IPO(3.4) 2 1(MS 34.5%) 215Elecfoil 1 5,86. LMO, 3683 2 212 1, 5,45 15.3 3 SDI 2 9337 3 2 2922 2112, 4,23 4.8 (Novolyte Tech. ) 2 S&T 6496 GM PHEV, S&T 3,375 7. GMVoltAux-Pump, YF ASG 178 1 2 2,964.5 WPM Mg R&D LNG 6697 NMC 2 211 2,88.9 ( 52%) SDILG 3888, 1,664.9,, 8985 ( 5.7%) 1,369.2 ( ) 542 7 5, 211 798.5 2 (42%) 1224 212 ( 25%),, 6
List CAN * ( ) ( ) (Case) ( ) *LG ( ) CT&T LDC * ( ) CT&T (Pouch) * ( ) AD * (PTC ) (Capacitor) * ( ) ( ) ( ) POSCO LS(LS ) ( ) LG (Battery) *SK SDI(SB ) (EIG) (PSU) (CNT) * ( ) KPL( ) * ( ) * ( ) ( ) LG * (Upper Case) S&T EP *LS (PRA) LG (NMC) (Cathode) (LCO, NMC) (LCO) LG (LMO) IT (LMO) ( ) MDS (LFP) LG ( ) ( ) GS(GS ) ( ) (ASV) ( ) POSCO( ) ( ) KEC( Chip) ( ) ( ) GS(GS, ) ( ) ( ) (Anode) ( ) LG (, ) (Si) ( ) ( / ) (, ECU ) (Elecfoil/I2B) *LS ( ) SK * ( ) (Separator) LS(LS / / ) ( ) (Electrolyte) (, ) LG LS(LS ) MH POSCO (EDLC) GS( ) LS(LS ) SK * ( ) (BMS) * AMS(DISS Ass'y) ( ) PEN SKC ( ) (BMSPCT) (PCT) ( ) SK ( ) 7
BlueOn (44; 1, / 34) (538) LS (112)/LS(626) (1234) LS /LS(626) (48) DISS Ass'y AMS(6659) CASE (698) LG (117) GMS ECU / / SK (9677) SKME LDC (1233) (1233) (1888) UPPER CASE (238) LOWER CASE PRA LS (112)LS(626) (698) FET, (1888) PTC (7247) BLDC LCD PCB (2554) TycoAMP 8
(22 3% ) 2 (mpg) 5 47. 15 1 5 124 91 98 118 75 65 58 58 6 43 92 95 94 95 76 79 78 85 76 68 15 45 4 35 3 3.4 37.8 4. 25 7.1Q 8.1Q 9.1Q 1.1Q 11.1QE 22E 211 216 22 225 22 (22) (1% ) 1, 9,2 8, 6, 4, 2, 3, (63% ) (66% ) 5,751 6,65 2,5 (37% ) 2, 3,446 (34% ) 3,132 1,5 1, (1% ) 3,5 3,132 276 5 (55% ) 1,711 (35% ) 1,1 (9% ) (1% ) 45 21 'BlueOn' 9
HEV PHEV Toyota, Honda, GM, BYD, VW CDV EV VW, BMW Nissan, Reault, Mitsubishi, BYD, Peugeot, Benz NGV Fiat, Chr ysler Toyota Green Car Multi-option 1
(WTI 1 ) 16 14 12 1 8 6 4 2, (Crude Oil) WTI( ), Brent( ), Duba i( ). WTI Dubai. (Barrel, 1 42 ) 1 159 (). (WTI 1 ) 2 15 1 5 124 91 98 118 92 95 94 95 75 76 79 78 85 76 65 68 58 58 6 43 7.1Q 8.1Q 9.1Q 1.1Q 11.1QE 22E 45.7 62.8 119. 249.2 13,3 187.5m 2 8,26 1,62 15 11
212 211 (mpg= / ) ( ) (mpg) 4 35 33.3 34.2 34.9 36.2 37.8 (km/) 18 15 14.2 14.5 14.8 15.4 16.1 3 3.4 13 12.9 25 211 212 213 214 215 216 1 211 212 213 214 215 216 (29 ) (mpg) 38 35.9 36.5 34 33.2 33.7 32 31.3 31.1 3.2 28.3 26 2 12
( 3% ) ( 6% ) (mpg) 5 45 4 35 3 25 3.4 37.8 4. 47. (mpg) 65 6 55 5 45 4 35 3 25 3.4 37.8 46. 62. 211 216 22 225 211 216 22 225 EU, (km/) 22 2 18 16 14 12 1 15.4 16.1 19.6 18.3 16.9 2.9 16.8 17. 17.8 13
Top 6, 3 3 1 842 2 768 89 5.2 3 2 GM 748 67 71 4.5 3 64 2GM 651 GM 699 7.4 4 57 65 645 6.7 3 5 Ford 486 2 558 579 3.8 6 444 Ford 48 Ford 516 7.5 2,97 481 517 7.5 6,61 7,6 7,58 7.4, 27 28 29 21P % YoY 4,92 3,622 3,231 3,39 2.4 2,859 2,979 3,136 3,751 19.6 (%) 41.1 45.1 49.3 53.1 7.8 2,894 2,896 2,988 3,117 4.3 (%) 41.5 43.8 46.8 44.8 (4.3) 6,952 6,61 6,368 7,6 1.9 14
HEV (HEV) 1 8 25 2 6 15 4 1 2 5 9.1 9.3 9.5 9.7 9.9 9.11 1.1 1.3 1.5 1.7 1.9 1.11 211, 6 25 2 EV PEV HEV 7 5 15 1 5 1 5 1 1 6 7 14 12 29 21 211E 212E 15
34 326 237 15 125 49 5 212 215 22 21 215 218 22 22 34%3,132 22 (22) (1% ) 1, 9,2 8, 6, 4, 2, (63% ) (66% ) 3, 5,751 6,65 2,5 (37% ) 2, 3,446 (34% ) 3,132 1,5 1, (1% ) 3,5 3,132 276 5 (55% ) 1,711 (35% ) 1,1 (9% ) (1% ) 45 16
22, vs 4, 3, 2, 1, 21E 212E 214E 216E 218E 22E 3 5 TCO( ) 3, 28,85 2,85 25, 2, 27,12 4,32 24,35 7,71 15, 1, 25,28 22,8 16,64 5, 17
(TCO) (Euro, %) 22 23 25 22 23 25 32,8 32,9 32,9 1. 1. 1. SUV 44,1 44,4 44,6 1. 1. 1. (HEV) 36,9 35, 33,3 112.5 16.4 11.2 SUV (HEV) 5,2 47,9 45,7 113.8 17.9 12.5 (EV) 38,5 35,6 32,3 117.4 18.2 98.2 SUV (EV) 53,1 48,9 44,3 12.4 11.1 99.3 (FCEV) 43,8 36,5 32,8 133.5 11.9 99.7 SUV (FCEV) 54,8 45,9 41,4 124.3 13.4 92.8, IT IT 18
IT, HW vs SW IT IT MS,, PC IT BMW Google ( ) Intel (PC, FAX, ) Apple Ford MS sync( ) SONY, VW Google 3D (3 ) Apple ; icar(, ) Apple icar( ) Audi Google Apple iphone Benz Apple Smart SK MIV(Mobile in Vehicle; ) IT MS Google, Ford OS, Audi, VW, BMW, OS, (Map), Navigation Honda, GM 19
IT SW (%) SW HW CAN 1Mbps /, 1, LIN 2kbps 8 62 x-by Wire Flex Ray 1Mbps 6 8 / TTP/C 5Mbps 4 ABS TTCAN 1Mbps 2 38 / MOST 24.5Mbps 2 IDB-1394 1Mbps 2 21E 215E 46 54 2
, ( ) ( ) HEV, ( / ) PHEV EV ( ; ) FCEV ( / ), CDV ( / ) ( ) : 5 ( /CNG /LNG ) ( ) : ( ) ( ) HEVCEV 21
22 Issue 22 1 HEV PHEV EV FCEV
HEV FCEV 1,6 (1, 1998~212) - EV 21 (2,9, 29~15) 21 EV PHEV213 32,, 22 2-22 15~2% EV, PHEV (29 5 ) - EV : 5% ( 25%, 139 ) 15 (29~218) - 215 HEV 1 Grid-Enabled Vehicles Electrification Coalition 7 EV PHEV (~213) - : 7,5 (HEV 2,5, PHEV & EV 7,5 ) EU 211 5 - Electro-Mobility (7,6, 29~211) 22 3, 5-22 1, 5 8 (1.1 ) - 5, EV - CO 2 6g/km 5, (21.8) EV, HEV, FCEV 1 1, (17 ) 22 15 5 ( ) - 6 ( ) 211~215 1.7, 3.1 8 211 215 13, 22 135, 168 - : EV 5% (2, ) - : EV ( 31 ) 1 212 6 5 5 4 3 2 1 1 1 1 1 23
GM HEV 9%, EVHEV 1997 ' (Prius)' 211 V 212 C 212 PHEV, 215 FCEV 1999 (Insight)' 22, 25 EV (Leaf) 2112 EV (i-miev) 29 PHEV, FCEV GM 27 2 2112PHEV' (Chevrolet Volt)' (27.1 ) PCEV 21 221 Ford 24 SUV, 27 1% 211 ' M' EU CVD EV 29, 211 `SLS AMG E-CELL' VW BMW 29 ' E' 211EV (DRIVe)' 8% EVHEV, EV BYD 29 'F3DM', 2 211 'E6' (211, 212 ) 212EV PHEV 'Roewe 55', HEV'Roewe 75' 21 29 PHEV'Chery A5 BSG' (Chery) 213 297' LPI ' 211' ', 212HEV, 213PHEV, 211 BlueOn(EV) (SM3, 21515, ) GM 3(,, ) 24