Warning: Use of undefined constant memo - assumed 'memo' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/lib.php on line 278
홍차넷
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 34
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 45
Warning: Use of undefined constant r - assumed 'r' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 47
Warning: Use of undefined constant r - assumed 'r' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 51
Warning: Use of undefined constant memo - assumed 'memo' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/lib.php on line 237
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 34
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 45
Warning: Use of undefined constant r - assumed 'r' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 47
Warning: Use of undefined constant r - assumed 'r' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/outlogin_toby.php on line 51
Warning: Use of undefined constant memo - assumed 'memo' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/lib.php on line 237
Warning: Use of undefined constant is_admin - assumed 'is_admin' (this will throw an Error in a future version of PHP) in /home/redtea/html/zero_header.php on line 269
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/zero_header.php on line 300
Warning: Use of undefined constant title - assumed 'title' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/bbs_title.php on line 16
티타임
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/bbs_title.php on line 21
Warning: Use of undefined constant header - assumed 'header' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/bbs_title.php on line 31
- 다양한 주제에 대해 자유롭게 글을 작성하는 게시판입니다.
Warning: Use of undefined constant use_formmail - assumed 'use_formmail' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/lib.php on line 519
Warning: Use of undefined constant use_category - assumed 'use_category' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/include/print_category.php on line 9
전체기타일상/생각꿀팁/강좌방송/연예도서/문학영화의료/건강문화/예술경제생활체육과학/기술철학/종교정치요리/음식역사여행육아/가정IT/컴퓨터음악창작게임스포츠사회오프모임
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/setup.php on line 29
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/setup.php on line 41
Warning: Use of undefined constant memo - assumed 'memo' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 389
Warning: Use of undefined constant memo - assumed 'memo' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 389
Warning: Use of undefined constant memo - assumed 'memo' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 389
Warning: Use of undefined constant memo - assumed 'memo' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 389
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 398
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
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Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
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Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 403
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
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Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 403
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 403
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 403
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 403
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant subject - assumed 'subject' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 402
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 403
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 405
Warning: Use of undefined constant total_comment - assumed 'total_comment' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/view.php on line 406
Warning: Use of undefined constant name - assumed 'name' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 2
Warning: Use of undefined constant HTTP_HOST - assumed 'HTTP_HOST' (this will throw an Error in a future version of PHP) in /home/redtea/html/pb/memo_replace.php on line 3
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 10
Warning: Use of undefined constant use_category - assumed 'use_category' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 40
| Date |
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 53 21/01/25 22:11:44 Warning: Use of undefined constant mod_date - assumed 'mod_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 56 |
| Name | lonely INTJ |
| Subject | 전통 자동차 브랜드는 파운드리를 꿈꾸는가? |
 [전통 자동차 브랜드는 파운드리를 꿈꾸는가? Do Traditional automobile makers dream of foundry?] 0. 들어가며 파운드리 또는 팹. 이 용어는 반도체에서 주로 쓰이는 용어이다. 외부 업체가 설계한 반도체 제품을 위탁받아 생산/공급하는 전문생산업체를 지칭하는 말이다(위키백과). 이 용어의 의미가 최근 확장되려는 움직임을 보이고 있다. 어디서? 바로 자동차 분야에서 말이다. 다임러,VolksWagen,현대/기아차 등 자신의 브랜드를 걸고 자신의 공장에서 생산하는게 당연한 이 업계에서 파운드리라니? 이게 무슨 말일까 싶지만 최근 뉴스를 돌려보면 짐작갈 것이다.애플-기아차의 협업을 보면 힌트를 얻을 수 있다.내연기관에서 전기차로, 고도의 정밀한 기계부품으로 이루어진 금속덩어리에서 소프트웨어와 이에 따라 움직이는 전자장치로 구성된 전자제품으로. 자동차 업계는 그렇게 높은 브랜드 아이덴티티를 지닌 IT기업과 기술력을 지닌 자동차메이커의 협업으로. 조금 부정적으로보자면 전통적인 자동차 메이커 브랜드들은 IT기업들과 공유자동차 플랫폼 업계의 파운드리로 전락하려는 과정중에 있다. 1. 전기차 플랫폼의 등장. 기존의 내연기관 자동차에서도 플랫폼은 존재해왔다. 자동차에 있어 플랫폼이란 흔히 우리가 아는 섀시(Chassis)라고 볼 수 있다. 주행에 필요한 필수 장치의 모음을 말하는 것으로, 파워트레인/조향장치/언더바디/연료장치/공조장치 등을 말한다. 기존에는 새로운 자동차 모델을 출시하기 위해서는 새로운 설계가 필요했다.그러나 플랫폼의 등장 이후로, 특히 모듈러 플랫폼의 등장과 함께 더 이상 새로운 설계는 필요가 없어졌다. 모델에 따라, 차종에 따라, 필요성능에 따라 부분적인 수정과 적절한 부품의 탑재만 레고 조립하듯, 이루어지면 되었다. 이로 인해 생산비용이 감소하고 설계에 드는 시간이 대폭 감소되었다. 전기차에 있어서도 이러한 플랫폼의 등장은 필연적이었다. 스케이트보드 플랫폼이라 불리는 전/후 모터와 인버터 배치 그리고 가운데 깔린 배터리 모듈들.10여년전 테슬라를 시작으로(테슬라는 이러한 플랫폼을 통해 다양한 모델을 최소의 비용으로 출시할 수 있었다.모델 3의 생산 성공으로 그들의 플랫폼은 그 성능과 생산성을 인정받았다.) VW의 MEB와 현대기아차의 e-GMP, GM의 BEV3, 다임러의 MEA등까지 우리는 지금 전기차 플랫폼의 홍수속에 살고 있다. 2. 전기차계의 ARM과 파운드리들. 기존 내연기관에서의 플랫폼과 전기차에 있어 플랫폼이 자동차 메이커들에게 지니는 의미의 차이가 있다면 [설계의 공유]이다. 제조업에 있어서 수익성을 올리기 위해선 규모의 경제는 필수이다. 따라서 어떻게든 공장에서 생산해내는 제품의 규격을 정형화하고 이를 대량생산해야한다. 그러기 위해선 자사가 설계한 플랫폼을 자사만 써서는 안된다. 특히 지금처럼 테슬라를 제외한 기타 브랜드들의 EV판매고가 저조(상대적이면서도 규모의 경제면에서 절대적으로)하면서도 그 경쟁이 매우 심화되고 있는 상황을 고려했을 때 향후 몇 년간은 눈물겹지만 이러한 방식을 택해야만 한다. 일례로 VW는 이미 이를 실천중에 있다.자사가 설계한 MEB 플랫폼을 독일의 한 교수가 이끄는 자동차 스타트업과 공유한 사례나, 중국 상하이 자동차와 함께 플랫폼 전문 공장을 설립하기로 한 것등을 보면 알 수 있다. ARM의 설계를 받아다가 퀄컴,삼성 및 기타 중국업체들이 이를 응용하여 자사 브랜드를 만들었고 피터지게 싸운 결과 결국 퀄컴과 명맥은 유지하는 스냅드래곤등으로 정리된 스마트폰 SoC업계에서 볼 수 있듯이 이또한 그렇게 진행될 것이다. 수많은 플랫폼이 난립하고 피터지게 싸워 결국 몇몇 플랫폼 만이 살아남을 것이다. 남은 업체들은 결국 OEM업체로 전락하게 될 것이다. 3. 전통 자동차 VS IT와 공유플랫폼 기업들, 자율주행과 공유자동차서비스가 KEY. 그렇지만 남은 플랫폼을 소유한 기업이라고 해서 앞으로 온전한 자동차 브랜드로 살아남느냐와는 또다른 문제이다. 왜냐하면 앞으로의 자동차란 자율주행과 공유자동차서비스를 기반으로, 자동차(머신)에서 모빌리티(플랫폼)로 바뀔 것이기 때문이다. 애플-기아차가 협업하여 애플카를 내놓았을때 메인은 기아가 아니라 애플이다.브랜드 아이덴티티는 OEM제조업체가 아니라 주문을 넣은 그 업체의 것이기 때문이다. 재주는 기아가 부리고 브랜드는 애플이 먹는다. 누구의 주가가 더 오를 지는 뻔한 것 아닌가. 자동차업계는 더이상 제조사위주의 시장이 아니라, 플랫폼의 전쟁터로 바뀔 것이다. 우버,카카오,애플,구글 등 국내/글로벌 주요 IT기업들이 앞다투어 자신들의 차를 출시할 것이며 차는 이제 개별의 존재로서 의미를 갖는 것이 아니라, 플랫폼 속 하나의 구성요소로 전환된다. 그 과정에서 유수의 IT기업브랜드와 견줄 수 있는 극소수의 자동차 브랜드들만이 살아남아 명맥을 유지할 것이며 나머지는, 또는 이들조차 그들의 공장을 자신의 브랜드차를 생산하는 것이 아닌 플랫폼을 생산하여 제공하는 파운드리가 될 것이다. 4. 마치며 다소 부정적이면서도, 근미래의 이야기가 아닌 적어도 5년 이후의 미래를 예상하는 글이다.그러다보니 아마도 많은 반론이 있을 것이다. 나또한 이를 확신하는 것이 아니며, 단순히 플랫폼과 공유. 자율주행과 공유자동차플랫폼.을 연관지으며 산업의 미래를 그려본 것이다. 자율주행과 공유자동차호출서비스가 일반화된 사회가 오더라도 여전히 우리는 그 차가 메르세데스인지, 현기차인지, 토요타인지 따지고 있을 수 있다. 그러나 우리가 택시를 호출할 때 그 택시의 브랜드가 무엇인지는 궁금해하지 않는다.그저 차종과 가격만 궁금해할 뿐이다.이러한 상황에서 자동차가 구매에서 구독으로, 자가에서 호출서비스로 바뀌었을때 그러지 않을 것이라고 확신할 수 있는가? 이러한 상황에서 1위를 제외하고 나머지 전통 자동차 브랜드가 꿈꿀 수 있는 것은 성공적인 파운드리로 살아남아, 제조전문업체로서의 실력을 기르는 일일 것이다. 또는 ARM과 같은 설계전문회사가 되거나. ====================================================================== [본 글은 관련 전문가가 아닌 그저 개인으로서 궁금했던 것을 찾아 정리한 것으로, 정확하지 않은 내용이 있을 수 있으며 이는 특정 종목이나 분야의 성공이나 투자를 조장하는 것이 아닌 단순 견해일 뿐입니다.] Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 133 Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 146 Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 161 4 이 게시판에 등록된 lonely INTJ님의 최근 게시물 |
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153156 class="iamcmt" style="display:none;"> Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 66
153156 class='vcm '>
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153156'> 소원의항구
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21/01/25 22:14
153156>삭제 주소복사
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https://youtu.be/V0JF4w21_H0
슈카형은 참 설명 잘하는 것 같아요
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Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
3
슈카형은 참 설명 잘하는 것 같아요
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 158
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 166
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 168
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 172
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
3
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