2차전지시장확대에따른성장전략(2009) - ChemLOCUS

1 2009 11 20 2 (2009) Multi Client Report-2 (2009) , (2009) ! : 2009 11 : 115 : 55 Pulitzer Thomas Lauren Friedman (the Green New Deal) . NikkeiBusiness 2008 / , . , . , 2009 31 1 58 2007 18 29% . 2009 30 1 2 2009 30 , 1 2 . 2013 20% 8% 2013 , , 3 . - MS(2009) 406080100120140160bbl/$1 Source) CMRI 020 Source) CMRI Multi Client Report-2 (2009) IIT 2009 1 2270 2018 3 6130 , 2018 15% 2009 76% 94%.

2 , , PC 2009 91% . 2010 . HEV, PHEV , , USABC(US Advanced Battery Consortium) . 1991 HEV 90% . SDI SB Limotive LG SK mobile energy UPS ,Kokam EV , E-bike .300%350% % $ (2006-2013) (2006-2009)80%100%120,000 -50%0%50%100%150%200%250% 20062007200820092010201120122013 GRAGR-40%-20%0%20%40%60%0 30,000 60,000 90,000 2006 2007 2008 2009(E) S&D Balance Source) CMRIS ource) CMRI (2009) SKME (2009) Cu-foil 2 Source) CMRI SDILG Source) CMRIS ource) Multi Client Report-2 (2009) ,Sanyo Nichia Sony Toda Kogyo 50%.

3 LNF , , EM SDI LG . 2009 12 , 4 9215 2012 17 4000 , LCO NCM( ), LMO, LFP . LCO 80% , , . 150mAh/g 200mAh/g . (2006-2009) (2006-2009)20%25%30%35%40%10,000 15,000 20,000 ,000 28,000 35,000 8,000 12,000 ) CMRIS ource) CMRI0%5%10%15%0 5,000 2006 2007 2008 2009(E) S&D Balance -7,000 14,000 0 4,000 2006 2007 2008 2009(E) , , 3.

4 , . R&D . Multi Client Report-2 (2009) . MCMB(graphitized Meso Carbon Micro Beads) / ..8001,2001,600400 800 (2006-2009) (2006-2009) 0 3,000 6,000 2006 2007 2008 2009(E)Source) CMRIS ource) -6,000 -3,000 2006 2007 2008 2009(E) S&D Balance , 5 . 90% , , , Sony BYD.

5 SKME (2006-2009) 012345 IT 20%30%40%50%60%0 100 200 100 4 Source) CMRIS ource) CMRI0 130 C HEV -66 -83 -73 -112 0%10%20%-200 -100 2006 2007 2008 2009(E) S&D Balance Multi Client Report-2 (2009) . 75% HEV 90% , , HEV 90% . , . 2008 2 2000 2012 3 . UbeIndustries, Mitsubishi Chem., Tomiyama 50% . Captive SDI SDI.

6 LG . , , , .2010 HEV (2006-2009)2010 HEV . (2009) -200%0%200%400%600%800%1000%1200%-1,000 0 1,000 2,000 3,000 4,000 5,000 ) CMRIS ource) CMRI2006 2007 2008 2009(E) S&D Balance , Multi Client Report-2 (2009) , Lead TAB . LTK Lead TAB , Lead TAB (2006-2009) , HEV.

7 , . (2006-2009) 0%10%20%30%40%50%60%0 10,000 20,000 30,000 40,000 50,000 0%5%10%15%20%25%30%35%-30,000 0 30,000 60,000 90,000 120,000 2006200720082009(E) %2006 2007 2008 2009(E) S&D Balance Source) CMRI Source) CMRI2006 2007 2008 2009(E) S&D Balance Short . , . , , , .6 PCM , , . 2009 11 [ ] . Multi Client Report-2 (2009) Market AnalysisPublicationWire Information ServiceChem Consulting Chemical Journal / _____ Market Analysis Demand Forecasting Price Forecasting New Business Development Feasibility Study Management Strategy Policy & Strategy Chemical Journal(since 1991) (Weekly chemicalmarket magazine) Chemical Yearbook PetrochemicalIndustry Chem Market News DB Petrochemical Price DB Petrochemical S&D DB Chemical Company DB Seminar/Conference_____ , EstablishingExpertise IndustryProductsPetrochemicalOlefins(C1, C2, C3, C4 Derivatives.

8 , Aromatics, Synthetic Fiber Electronic/Automobile/Construction Polymers, Engineering Polymer//y,ggPlastics, Super EP, TPE ..Specialty ChemicalsElectronic Chemicals, Plastic Additives, Catalyst, Environment ChemicalsPaint & coating, Adhesive, Surfactant, Pigment, Chloro-Alkari, Silicone, Fine Phone: +822 2108-80706 ( ) , .Phone: +822 21088070 Fax: +822