Could EV industry downturn come as blessing? 전기차 산업의 침체, 제조업체들에게 전화위복?

[김우정]

전기차수요가 전세계적으로 감소하고있습니다.
우리나라의 3대 배터리 제조업체는 LGES(LG에너지솔루션), SK온, 삼성SDI 입니다.
위의 3개업체 모두 수요감소가 계획을 재조정하고 시닉술개발의 기회라고 말하고 있습니다.
올해의 전기차수요감소가 배터리제조 3사의 도약으로 이어지기 바랍니다.
 
Could EV industry downturn come as blessing in disguise for battery makers?
전기차 산업의 침체가 배터리 제조업체들에게 전화위복으로 다가올 수 있을까?

By Park Jae-hyuk 박재혁 기자
Posted : 2023-11-03 14:41 Updated : 2023-11-03 16:29
Korea Times

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 Readjustments to global carmakers' electrification strategies in the wake of decelerating electric vehicle (EVs) demand globally present an opportunity for Korean battery makers to realign their plans and develop new technologies, according to industry officials, Friday.
세계적으로 전기차 수요가 감소함에 따라 세계적인 자동차 회사들의 전기화전략을 재조정하는 것은 한국의 배터리 회사들에게 계획을 재조정하고 새로운 기술을 개발할 수 있는 기회를 제공한다고 금요일 업계 관계자들이 말했다.


Announcing its goal of turning a profit in the fourth quarter, SK On told investors during a conference call on its third-quarter earnings that the softening EV demand will not hinder its earnings growth.
SK 온은 3분기 실적에 대한 컨퍼런스 콜에서 4분기에 이익을 달성하겠다는 목표를 발표하면서 EV 수요의 둔화가 실적성장을 방해하지는 않을 것이라고 투자자들에게 말했다.

The battery manufacturing subsidiary of SK Innovation narrowed its operating loss to 86.1 billion won ($65 million) in the third quarter from 131.5 billion won in the second quarter and 344.7 billion won in the first quarter.
SK이노베이션 배터리 제조 자회사는 영업손실이 2분기 1,315억원, 1분기 3,447억원에서 3분기 861억원(6500만달러)으로 줄었다.

“Although the temporary slowdown in EV demand growth and the falling metal price will affect our battery business in the fourth quarter, we will continuously improve our profitability by enhancing the productivity of our overseas plants, cutting costs and enjoying benefits from the U.S. advanced manufacturing production credit (AMPC),” SK Innovation Chief Financial Officer (CFO) Kim Yang-seob said.
김양섭 SK이노베이션 최고재무책임자(CFO)는 "전기차 수요 증가세가 일시적으로 둔화되고 금속가격 하락이 4분기 배터리 사업에 영향을 미치겠지만 해외공장의 생산성을 높이고 원가를 절감하며 미국 첨단제조업 생산공제(AMPC) 혜택을 누려 수익성을 지속적으로 개선할 것"이라고 밝혔다.
 
SK On CFO Kim Kyung-hun also expects limited impact from the slowing EV demand, saying that EV demand will remain solid in North America, although oversupply will be seen in the Chinese market by 2030.
김경헌 SK온 CFO도 2030년까지 중국 시장에서 공급과잉이 나타나겠지만 북미에서 EV 수요가 견조하게 유지될 것이라며 EV 수요 둔화에 따른 영향은 제한적일 것으로 예상했다.

“As we finished developing lithium iron phosphate (LFP) batteries, we are in talks with our clients about their supply,” he said.
그는 "리튬 LFP(인산철) 배터리개발을 완료하면서 고객사와 공급에 대해 협의 중"이라고 말했다.

SK On CEO Jee Dong-seob told reporters during the Battery Industry Day on Wednesday that the slower EV demand has enabled the company to prepare strategies for the future.
지동섭 SK온 사장은 수요일 배터리산업의 날에서 기자들과 만나 전기차 수요둔화로 미래 전략을 마련할 수 있게 됐다고 말했다.

LG Energy Solution (LGES), which saw a 40 percent year-on-year increase in its third-quarter operating profit to 731.2 billion won, acknowledged during its conference call on Oct. 25, that EV demand will decrease next year, slowing down the company’s sales growth.
3분기 영업이익이 전년동기 대비 40% 증가한 7,312억원을 기록한 LG에너지솔루션(LGES)은 10월 25일 컨퍼런스 콜에서 내년 전기차 수요가 감소해 회사의 매출 성장이 둔화될 것이라고 인정했다.

LGES CEO Kwon Young-soo, however, remained optimistic about the future, saying that the recent downturn will enable the company to reflect on what it overlooked during the rapid growth.
그러나 권영수 LGE 사장은 최근의 침체가 회사가 고도 성장기간 동안 간과했던 것들을 반성할 수 있게 해 줄 것이라고 말하며 미래에 대해 낙관적인 입장을 유지했다.

The subsidiary of LG Chem seeks to capitalize on the current crisis for the development of LFP batteries for EVs, aiming to start mass production of batteries for budget EVs in 2026 at the latest.
이 LG화학 자회사는 현재 위기 상황을 전기차용 LFP 배터리 개발에 활용해 늦어도 2026년에는 저가형 전기차용 배터리 양산을 목표로 하고 있다.

Samsung SDI, which posted 411.8 billion won in operating profit from its battery business during the third quarter, down 15 percent year-on-year, said in its conference call on Oct. 26 that it is aware of concerns over the slowed growth of the EV industry.
3분기 중 배터리 사업에서 전년 동기 대비 15% 감소한 4,118억원의 영업이익을 올린 삼성SDI는 10월 26일 컨퍼런스 콜에서 전기차 산업의 성장둔화에 대한 우려를 인식하고 있다고 밝혔다.
 
Samsung SDI Executive Vice President Kim Jong-sung, however, emphasized that there is a dominant view that EV demand growth will remain stable in the medium to long run.
하지만 김종성 삼성SDI 부사장은 중장기적으로 전기차 수요증가세가 안정적으로 유지될 것이라는 전망이 지배적이라고 강조했다.

The company has also accelerated its efforts to develop next-generation batteries.
이 회사는 차세대 배터리 개발에도 박차를 가하고 있다.

It unveiled a plan to start the mass production of LFP batteries for energy storage systems (ESS) in 2026, which is seen as a preparatory step for its production of LFP batteries for EVs. It also plans to start the mass production of solid-state batteries in 2027.
2026년 에너지저장장치(ESS)용 LFP 배터리 양산을 시작한다는 계획을 공개했는데, 이는 전기차용 LFP 배터리 생산을 위한 준비 단계로 풀이되며, 2027년부터는 전고체 배터리 양산을 시작할 계획이다.

#Readjustments(재조정) #Electrificationstrategies(전기화전략) #Batterymakers(배터리 제조업체) #Profitability(수익성) #EVdemand(전기차수요)