전국무역인연합 (전무련)

<h5 class="tit" style="box-sizing: border-box; padding: 0px 0px 20px; margin: 0px; vertical-align: top; line-height: 1.4; font-size: 25px; color: rgb(63, 63, 63); font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif;">북미 OEM 완성차 전장화 지속 확대</h5><div class="etc-list cf" style="box-sizing: border-box; padding: 0px 0px 35px; margin: 0px; vertical-align: top; line-height: 1.2; color: rgb(55, 55, 55); font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif; font-size: 14px;">2017-09-27 김지윤 미국 디트로이트무역관</div><div class="global-news-content" style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: top; line-height: 1.9; color: rgb(55, 55, 55); font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif; font-size: 14px;"><p style="box-sizing: border-box; vertical-align: top; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">- 자동차-IT기기 간 융합을 통해 자동차 전후방산업의 구조적 변화 - - 미국 자동차 전장부품 제조산업은 약 277억 달러 수준 -<p style="box-sizing: border-box; vertical-align: top; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: top; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: top; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: top; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">□ 전장부품사업 가속화   ㅇ 자동차에 들어가는 모든 전기전자부품(Automobile Electronics)을 중심으로 자동차-IT기기 간 융합을 통해 자동차 전후방 산업의 구조적 변화를 이끌고 있음.    - 자동차부품의 전장화는 주로 환경규제, 연비 효율화, 주행 안전성 및 편의성 개선 수요로 이뤄지며 내연기관 중심의 부품업체로부터 탈피 IT, S/W 등 이종 산업 간 전략적 협업을 통해 지속 확대 중 <img title="external_image" alt="external_image" src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fnews.kotra.or.kr%2Fcrosseditor%2Fbinary%2Fimages%2F000400%2F20170916123703898_3GU3018J.png" style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: top; outline: none; border: 0px; width: 624px; height: 350px; line-height: 1.9 !important;">자료원: The Clemson University Vehicular Electronics Laboratory   □ 시장 개요<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;"> <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">  ㅇ 시장 규모<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - 미국 내 자동차 전장부품 제조산업의 총 규모는 2016년 연간 매출액 기준 약 277억 달러 수준으로 집계되며, 최근 5년간 연평균 약 10.5%의 비율로 가파른 성장세를 보임.<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - IBIS World에 따르면 미국 금융위기 이후 낮은 금리, 대기 수요 증가 등 주요 OEM의 완성차 생산판매율 회복(외형성장)과 주요 부품의 전장화 추세에 따른 연구개발 확대로 급성장<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - 2021년까지 연평균 1.3%의 비율로 미국 내 신차 판매량이 감소할 것으로 전망되고 있어 전방산업 경기 흐름 연동에 따른 전장부품 수요 또한 동반 감소하거나 정체될 것으로 예상 미국 OEM의 전장부품 수요 변화 및 전망<img title="external_image" alt="external_image" src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fnews.kotra.or.kr%2Fcrosseditor%2Fbinary%2Fimages%2F000400%2F20170916123703695_X9N53OSX.png" style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: top; outline: none; border: 0px; width: 267px; height: 216px; line-height: 1.9 !important;"> 자료원: IBIS World <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;"> <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">  ㅇ 주요 트렌드<p align="left" style="box-sizing: border-box; vertical-align: top; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - 미국 전장제품시장의 경우 20.7%를 차지한 기타 전기전자장치(All Other Electrical Equipment) 외 차량 조명장치(Vehicular Lighting Equipment)가 20.5%로 높은 비중을 나타내는 것으로 집계<p align="left" style="box-sizing: border-box; vertical-align: top; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    · 미 연방정부의 후방카메라 설치 의무화(2018년) 및 LED 수명 및 에너지 절약 효과에 따른 완성차별 대체 수요 증가로 기타 전기전자 장치(센서, 카메라 등) 및 차량 조명장치 수요가 높은 것으로 분석<p align="left" style="box-sizing: border-box; vertical-align: top; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - 그 외 주요 항목으로는 인포테인먼트(Information and Entertainment Systems) 17.3%, 크랭크 모터 및 점화플러그(Cranking Motors and Spark Plugs) 14.9%, 배터리 충전 관련 제품(Battery Charging Alternators, Generators, and regulators) 9.2%, 전기 배선 및 케이블(Electrical Harness and Cable Sets) 8.9%, 전자 앞 유리 와이퍼 및 계기판 어셈블리(Windshield Wiper Electronics and Dashboard Assemblies) 8.5%임.<p style="box-sizing: border-box; vertical-align: top; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p align="center" style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; text-align: center;"><img title="external_image" alt="external_image" src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fnews.kotra.or.kr%2Fcrosseditor%2Fbinary%2Fimages%2F000400%2F20170916123703883_RZM6M18T.png" style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: top; outline: none; border: 0px; width: 375px; height: 190px; line-height: 1.9 !important;"><p align="center" style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; text-align: center;">자료원: IBIS World   <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">  ㅇ 주요 공급자 <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - Automotive News에 따르면 2016년 1위를 차지한 부품 공급업체는 Robert Bosch이며, 상위 10개사 모두 기존의 대형 Tier-1을 중심으로 초기 시장을 선도<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - 내연기관 자동차부품 생산에서 벗어나 일찍이 소프트웨어 투자를 늘려온 Robert Bosch사의 현재 주력 품목은 Electric System, Electrical Drives, Car Multimedia, Electronics & Steering Systems, Battery Technology로 부품 간 연결성(Connectivity)을 확보하는 기술 위주로 개발<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;">    - 상위 10개사의 주력품목을 살펴보면, 카메라 모듈, LED 램프, EPS(Electrical Power Steering) 모터 등과 같은 전장부품으로 대체 현상이 뚜렷함.<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; line-height: 1.9 !important;"> 2016 Automotive News 선정 상위 10개사<table align="center" border="1" cellspacing="0" cellpadding="0" style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: top; width: 782.667px; border-collapse: collapse; border-spacing: 0px; table-layout: fixed; border: black; height: 479px; line-height: 1.9 !important;"><tbody style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: top; line-height: 1.9 !important;"><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: top; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; background: rgb(218, 218, 218); border: 1px solid black; width: 48px;">순위</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: top; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; background: rgb(218, 218, 218); border-width: 1px 1px 1px 0px; border-style: solid solid solid none; border-color: black black black rgb(0, 0, 0); border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 159px;">기업명</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: top; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; background: rgb(218, 218, 218); border-width: 1px 1px 1px 0px; border-style: solid solid solid none; border-color: black black black rgb(0, 0, 0); border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 450.4px;">주력 품목</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: top; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; background: rgb(218, 218, 218); border-width: 1px 1px 1px 0px; border-style: solid solid solid none; border-color: black black black rgb(0, 0, 0); border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 124.59px;">매출액(백만 달러) </td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; height: 19px; background-color: transparent;">1</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; height: 19px; background-color: transparent;">RobertBosch GmbH</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; height: 19px; background-color: transparent;">Electric Systems, Electrical Drives, Car Multimedia, Electronics& Steering Systems, Battery Technology</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; height: 19px; background-color: transparent;">46,500</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; height: 16px; background-color: transparent;">2</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; height: 16px; background-color: transparent;">ZFFriedrichshafen AG</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; height: 16px; background-color: transparent;">Transmissions, chassis components & systems, steering systems clutches, dampers & active & passive safety systems</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; height: 16px; background-color: transparent;">38,465</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; background-color: transparent;">3</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; background-color: transparent;">MagnaInternational Inc.</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; background-color: transparent;">Body, chassis, exterior, seating, powertrain, electronic, vision, & closure & roof systems & modules</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; background-color: transparent;">36,445</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; background-color: transparent;">4</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; background-color: transparent;">Denso Corp.</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; background-color: transparent;">Thermal, powertrain control, electronic & electric systems, small motors & telecommunications</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; background-color: transparent;">36,184</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; height: 15px; background-color: transparent;">5</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; height: 15px; background-color: transparent;">Continental AG</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; height: 15px; background-color: transparent;">Advanced driver assistance systems, electronic brakes, stability management systems, tires, foundation brakes, chassis systems and etc</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; height: 15px; background-color: transparent;">32,680</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; background-color: transparent;">6</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; background-color: transparent;">Aisin Seiki Co.</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; background-color: transparent;">Body, brake & chassis systems, electronics & drivetrain & engine</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; background-color: transparent;">31,389</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; background-color: transparent;">7</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; background-color: transparent;">Hyundai Mobis</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; background-color: transparent;">Chassis, cockpit & front ends, brakes, steering, suspensions, airbags & lamps automotive electronics</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; background-color: transparent;">27,207</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; background-color: transparent;">8</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; background-color: transparent;">Faurecia</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; background-color: transparent;">Seating, emissions control technologies & interior systems</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; background-color: transparent;">20,700</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; background-color: transparent;">9</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; background-color: transparent;">Lear Corp.</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; background-color: transparent;">Seating & electrical distribution systems</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; background-color: transparent;">18,558</td></tr><tr style="box-sizing: border-box; padding: 0px; margin: 0px; vertical-align: middle; line-height: 1.9 !important;"><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px; border-style: none solid solid; border-color: rgb(0, 0, 0) black black; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; width: 48px; background-color: transparent;">10</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 159px; background-color: transparent;">Valeo SA</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 450.4px; background-color: transparent;">Micro hybrid systems, electrical & electronic systems, thermal systems, transmissions, wiper systems, camera/sensor technology, security systems & interior controls</td><td style="box-sizing: border-box; padding: 0px 7px; margin: 0px; vertical-align: middle; line-height: 1.9 !important; font-size: 14px !important; font-family: "Open Sans", "Nanum Gothic", 나눔고딕, NanumGothic, Arial, Helvetica, sans-serif !important; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-color: rgb(0, 0, 0) black black rgb(0, 0, 0); width: 124.59px; background-color: transparent;">17,384</td></tr></tbody></table>자료원: Automotive News □ BIG 3의 전장부품 개발 및 투자 현황 <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">  ㅇ (Ford) 자체적으로 전장부품 경쟁력을 확보하기 위해 3D 지도, LiDAR, Radar, 코어 카메라 등 40개의 스타트업 기업에 집중 투자 및 공동 협력 체결 중<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">    - (Velodyne) 라이다(LiDAR) 센서를 대량 생산하기 위해 Velodyne사에 7500만 달러 투자<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">    - (SAIPS) 영상 및 화상 처리, 컴퓨터 비전, 머신 러닝, 시그널 처리 및 분류 등 복합적 차량 알고리즘을 개발하고 인공지능을 강화하기 위해 SAIPS 인수<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">    - (Nirenberg Neuroscience) 물체 인식, 얼굴 인식 등 다양한 영상정보처리 기능 개발을 위해 Nirenberg Neuroscience사와 독점 라이선스 계약 체결<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">    - (Civil Maps) 고해상 3D 지도 개발회사인 Civil Maps에 투자 <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">  ㅇ (FCA) 자율주행차 개발을 위해 FCA사는 Google 자율주행차 개발팀과 파트너십을 맺고, FCA사 미니밴인 Pacifica 하이브리드 기반의 자율주행차 개발을 시작함.    - (Google) FCA와 Google사는 공동개발을 통해 안드로이드 기반의 5.0, 7.0, 8.4인치 인포테인먼트 터치 스크린 'Uconnect'를 발표함. 현재 2017 JEEP Compass 모델에 적용 중임.   <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">  ㅇ (GM) 무인자율주행택시 출시를 목표로 GM은 Lyft사와 자율주행 차 공동개발을 위해 5억 달러를 투자함. GM사 전기자동차 모델인 Bolt EV를 기반으로 진행될 자율주행차 개발을 위한 관련 전장분야 투자 또한 증가할 전망<p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;">    - (LG) 스위스 금융기관인 UBS가 발표한 '전기차 해체' 보고서에 따르면 Bolt EV 모델에 들어가는 생산비용 중 56%를 LG사가 차지하고 있다고함. 핵심 부품인 배터리부터 납품하는 엘지화학 포함 엘지전자 및 엘지디스플레이가 각각 전기모터 및 인포테인먼트 모듈을 공급하고 있음.   <p style="box-sizing: border-box; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; word-break: break-all; line-height: 1.9 !important;"> <p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">□ 시사점<p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">  ㅇ 북미 완성차들은 대형 부품업체를 중심으로 전장부품 소싱을 유지하는 한편, 자체 연구개발 투자를 확대하고 IT기업 인수합병(M&A)을 통한 기술 리더십을 확보를 위해 양자택이 전략 실현 중<p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">    - Big 3의 M&A 행보가 두드러지며 주요 경쟁사 대비 자율주행자동차 기술경쟁력 및 초기시장 선점을 위한 노력임을 시사<p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">  ㅇ 대형 부품사들의 경우 공격적인 초기 연구개발로 완성차 OEM과의 역할분담 및 영업력이 강화될 것이며, 향후 OEM 의존적인 자동차 산업의 역학관계가 개선될 가능성이 상존<p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">  ㅇ 기존 부품업체의 경우 자동차 산업에 새롭게 진입하는 IT기업과 새로운 시장을 창출하기 위한 부품 공동개발 등 상생 협력관계 모색 필요<p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="box-sizing: border-box; vertical-align: baseline; line-height: 26.6px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">자료원: Automotive News, IBIS World, The Clemson University Vehicular Electronics Laboratory, UBS, KOTRA 디트로이트 무역관 자체자료 및 인터뷰 자료 종합</div>