{"id":344,"date":"2026-10-06T01:00:00","date_gmt":"2026-10-05T16:00:00","guid":{"rendered":"https:\/\/fosstree.com\/?p=344"},"modified":"2026-10-02T16:44:37","modified_gmt":"2026-10-02T07:44:37","slug":"posco-future-m-analysis-paper","status":"publish","type":"post","link":"https:\/\/fosstree.com\/posco-future-m-analysis-paper\/","title":{"rendered":"[\uae30\uc5c5\ubd84\uc11d] \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0, \uc7a5\uc810\uacfc \ub2e8\uc810\uc73c\ub85c \uade0\ud615 \uc788\uac8c \uc0b4\ud3b4\ubcf4\uae30"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/fosstree.com\/wp-content\/uploads\/2026\/10\/\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0-1024x512.jpg\" alt=\"\" class=\"wp-image-345\" srcset=\"https:\/\/fosstree.com\/wp-content\/uploads\/2026\/10\/\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0-1024x512.jpg 1024w, https:\/\/fosstree.com\/wp-content\/uploads\/2026\/10\/\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0-300x150.jpg 300w, https:\/\/fosstree.com\/wp-content\/uploads\/2026\/10\/\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0-768x384.jpg 768w, https:\/\/fosstree.com\/wp-content\/uploads\/2026\/10\/\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0.jpg 1400w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc0ac\uc9c4-\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0(<a href=\"https:\/\/www.poscofuturem.com\/introduce\/summary.do\" target=\"_blank\" rel=\"noopener\">https:\/\/www.poscofuturem.com\/introduce\/summary.do<\/a>)<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">[\uae30\uc5c5\ubd84\uc11d] \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0, \uc7a5\uc810\uacfc \ub2e8\uc810\uc73c\ub85c \uade0\ud615 \uc788\uac8c \uc0b4\ud3b4\ubcf4\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6d\ub0b4 2\ucc28\uc804\uc9c0 \uc18c\uc7ac \uc139\ud130\ub97c \uc774\uc57c\uae30\ud560 \ub54c \ube7c\ub193\uc744 \uc218 \uc5c6\ub294 \uae30\uc5c5\uc774 \ubc14\ub85c <strong>\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0<\/strong>\uc785\ub2c8\ub2e4. \uc591\uadf9\uc7ac\uc640 \uc74c\uadf9\uc7ac\ub97c \ubaa8\ub450 \uc544\uc6b0\ub974\ub294 \uac15\ub825\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub85c \ud22c\uc790\uc790\ub4e4\uc758 \uc8fc\ubaa9\uc744 \ubc1b\uc544\uc654\uc9c0\ub9cc<sup><\/sup>, \uae09\ubcc0\ud558\ub294 \uc804\ubc29 \uc0b0\uc5c5 \ud750\ub984 \uc18d\uc5d0\uc11c \uae30\ud68c\uc640 \uc704\ud5d8 \uc694\uc778\uc774 \ub69c\ub837\ud558\uac8c \uacf5\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2026\ub144 \uacf5\uc2dc\ub41c \ubc18\uae30\ubcf4\uace0\uc11c \uc2e4\uc801\uacfc \uc0ac\uc5c5 \uad6c\uc870\ub97c \ubc14\ud0d5\uc73c\ub85c \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc758 \uac15\uc810\uacfc \uc57d\uc810\uc744 \uac1d\uad00\uc801\uc73c\ub85c \uc815\ub9ac\ud574 \ub4dc\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc758 \ud575\uc2ec \uc7a5\uc810 (Strength)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uad6d\ub0b4 \uc720\uc77c\uc758 \uc591\uadf9\uc7ac\u00b7\uc74c\uadf9\uc7ac \ub3d9\uc2dc \uacf5\uae09 \uc5ed\ub7c9<\/strong>\n<ul class=\"wp-block-list\">\n<li>\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc758 \uac00\uc7a5 \ucc28\ubcc4\ud654\ub41c \ubb34\uae30\ub294 2\ucc28\uc804\uc9c0 4\ub300 \ud575\uc2ec\uc18c\uc7ac \uc911 \uc591\uadf9\uc7ac\uc640 \uc74c\uadf9\uc7ac\ub97c \ub3d9\uc2dc\uc5d0 \uc591\uc0b0\u00b7\ub0a9\ud488\ud560 \uc218 \uc788\ub294 \uad6d\ub0b4 \uc720\uc77c\uc758 \uae30\uc5c5\uc774\ub77c\ub294 \uc810\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud558\uc774\ub2c8\ucf08 NCMA, NCA \uc911\uc2ec\uc758 \uc591\uadf9\uc7ac \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ubfd0\ub9cc \uc544\ub2c8\ub77c, \ucc9c\uc5f0\ud751\uc5f0\u00b7\uc778\uc870\ud751\uc5f0, \ub098\uc544\uac00 \ucc28\uc138\ub300 \uc2e4\ub9ac\ucf58 \uc74c\uadf9\uc7ac\uae4c\uc9c0 \uc804\ubc29\uc704\uc801\uc778 \uae30\uc220 \ub77c\uc778\uc5c5\uc744 \ud655\ubcf4\ud574 \ubc30\ud130\ub9ac \uc81c\uc870\uc0ac(LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131SDI, \uc5bc\ud2f0\uc5c4\uc140\uc988 \ub4f1)\uc640\uc758 \uc218\uc8fc \ud611\uc0c1\uc5d0\uc11c \uc720\ub9ac\ud55c \uace0\uc9c0\ub97c \uc810\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\ud3ec\uc2a4\ucf54\uadf8\ub8f9 \ubc38\ub958\uccb4\uc778 \uc218\uc9c1\uacc4\uc5f4\ud654\uc758 \uc548\uc815\uc131<\/strong>\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ud68c\uc0ac \ud3ec\uc2a4\ucf54\ud640\ub529\uc2a4\ub97c \ud544\ub450\ub85c \ub9ac\ud2ac, \ub2c8\ucf08, \uc804\uad6c\uccb4 \ub4f1 \uc6d0\uc6d0\ub8cc \uc870\ub2ec\ubd80\ud130 \uc644\uc81c\ud488 \uac00\uacf5, \ud3d0\ubc30\ud130\ub9ac \ub9ac\uc0ac\uc774\ud074\ub9c1\uae4c\uc9c0 \uc774\uc5b4\uc9c0\ub294 \uadf8\ub8f9 \ud480 \ubc38\ub958\uccb4\uc778\uc744 \uacf5\uc720\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ub4f1 \uacf5\uae09\ub9dd \ud0c8\uc911\uad6d\ud654 \uaddc\uc81c\uac00 \uc2ec\ud654\ub418\ub294 \ud658\uacbd\uc5d0\uc11c \ud3ec\uc2a4\ucf54\uadf8\ub8f9\uc758 \uc6d0\ub8cc \uc18c\uc2f1 \uc5ed\ub7c9\uc740 \uacbd\uc7c1\uc0ac \ub300\ube44 \ub192\uc740 \uc9c4\uc785\uc7a5\ubcbd \uc5ed\ud560\uc744 \ud574\uc90d\ub2c8\ub2e4.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\ub4e0\ub4e0\ud55c \uce90\uc2dc\uce74\uc6b0: \uae30\ucd08\uc18c\uc7ac\uc0ac\uc5c5(\ub0b4\ud654\ubb3c\u00b7\ub77c\uc784\ud654\uc131)<\/strong>\n<ul class=\"wp-block-list\">\n<li>\uc5d0\ub108\uc9c0\uc18c\uc7ac(\ubc30\ud130\ub9ac) \uae30\uc5c5\uc73c\ub85c \ub110\ub9ac \uc54c\ub824\uc838 \uc788\uc9c0\ub9cc, \ubcf8\uc5c5\uc758 \ubfcc\ub9ac\uc778 \ub0b4\ud654\ubb3c \uc81c\uc870\u00b7\uc815\ube44 \ubc0f \uc0dd\uc11d\ud68c\u00b7\ud654\uc131\ud488 \ud310\ub9e4 \ub4f1 \uae30\ucd08\uc18c\uc7ac \ubd80\ubb38\uc774 \uacac\uc870\ud55c \ubc84\ud300\ubaa9\uc774 \ub418\uc5b4 \uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li>2026\ub144 \ubc18\uae30 \uae30\uc900\uc73c\ub85c\ub3c4 \ub77c\uc784\ud654\uc131 \ubd80\ubb38(\uc601\uc5c5\uc774\uc775 \uc57d 442\uc5b5 \uc6d0)\uc744 \uc911\uc2ec\uc73c\ub85c \ud0c4\ud0c4\ud55c \ud604\uae08\ud750\ub984\uc744 \ucc3d\ucd9c\ud558\uba70, \uc5d0\ub108\uc9c0\uc18c\uc7ac \ubd80\ubb38\uc758 \ub300\uaddc\ubaa8 \uc99d\uc124 \ud22c\uc790(Capex)\ub97c \ub4b7\ubc1b\uce68\ud558\ub294 \uc644\ucda9\uc7ac \uc5ed\ud560\uc744 \ucda9\uc2e4\ud788 \uc218\ud589\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. \ub208\uc5ec\uaca8\ubd10\uc57c \ud560 \ub9ac\uc2a4\ud06c \ubc0f \ub2e8\uc810 (Weakness &amp; Threat)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc804\uae30\ucc28 \uce90\uc998(Chasm)\uacfc \ud310\uac00 \uc5f0\ub3d9\uc5d0 \ub530\ub978 \uc218\uc775\uc131 \ub454\ud654<\/strong>\n<ul class=\"wp-block-list\">\n<li>\uc804\uae30\ucc28 \uc2dc\uc7a5 \uc131\uc7a5\uc138 \ub454\ud654\uc640 \uc8fc\uc694 \uad11\ubb3c \uac00\uaca9(\ub9ac\ud2ac, \ub2c8\ucf08)\uc758 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud574 \uc5d0\ub108\uc9c0\uc18c\uc7ac \ubd80\ubb38\uc758 \ub9c8\uc9c4 \uc2a4\ud504\ub808\ub4dc\uac00 \uacfc\uac70 \ud638\ud669\uae30 \ub300\ube44 \ud06c\uac8c \ub0ae\uc544\uc9c4 \uc0c1\ud0dc\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>2026\ub144 \ubc18\uae30 \uc2e4\uc801\uc5d0\uc11c\ub3c4 \uc5d0\ub108\uc9c0\uc18c\uc7ac \ubd80\ubb38 \ub9e4\ucd9c \ube44\uc911\uc740 53.0%\ub85c \uc808\ubc18\uc744 \ub118\uacbc\uc73c\ub098, \ud574\ub2f9 \uc0ac\uc5c5\ubd80\uc758 \uc601\uc5c5\uc774\uc775\uc740 \uc57d 14.6\uc5b5 \uc6d0 \uc218\uc900\uc5d0 \uba38\ubb34\ub974\uba70 \uae30\ucd08\uc18c\uc7ac \ubd80\ubb38\uc5d0 \ube44\ud574 \uc601\uc5c5\uc774\uc775 \uae30\uc5ec\ub3c4\uac00 \uadf9\ud788 \uc800\uc870\ud588\uc2b5\ub2c8\ub2e4. \ud310\uac00 \ud558\ub77d \uc2dc \uc7ac\uace0\uc790\uc0b0 \ud3c9\uac00\uc190\uc2e4\uc774 \uc190\uc775\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\ub294 \uad6c\uc870\ub3c4 \uc9c0\uc18d\uc801\uc778 \ubd80\ub2f4 \uc694\uc778\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\uc9c0\uc18d\uc801\uc778 \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790\ub85c \uc778\ud55c \uc7ac\ubb34\uc801 \ubd80\ub2f4<\/strong>\n<ul class=\"wp-block-list\">\n<li>\ubd81\ubbf8 GM \ud569\uc791\ubc95\uc778(\uc5bc\ud2f0\uc5c4\ucea0) \ud22c\uc790, \ud3ec\ud56d\u00b7\uad11\uc591 \uc591\uadf9\uc7ac\/\uc74c\uadf9\uc7ac \uc99d\uc124, \ubca0\ud2b8\ub0a8 \ubc0f \uc0c8\ub9cc\uae08 \uc2e0\uaddc \ud504\ub85c\uc81d\ud2b8 \ub4f1\uc73c\ub85c \ub9c9\ub300\ud55c \uc124\ube44\ud22c\uc790\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>2026\ub144 6\uc6d4 \ub9d0 \uae30\uc900 \ube44\uc720\ub3d9 \ucc28\uc785\uae08 \ubc0f \uc0ac\ucc44\uac00 3\uc870 3\ucc9c\uc5b5 \uc6d0\uc744 \uc6c3\ub3c4\ub294 \ub4f1 \ucc28\uc785 \uaddc\ubaa8\uac00 \ucee4\uc9c0\uba70, \uae08\ub9ac \ubcc0\ub3d9\uc5d0 \ub530\ub978 \uae08\uc735\ube44\uc6a9(2026\ub144 \ubc18\uae30 \uae08\uc735\uc6d0\uac00 \uc57d 1,195\uc5b5 \uc6d0) \uc9c0\ucd9c\uc774 \ub2f9\uae30\uc21c\uc774\uc775\uc744 \uac09\uc544\uba39\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\uae00\ub85c\ubc8c \ud1b5\uc0c1 \uc815\ucc45 \ubc0f \uc9c0\uc815\ud559\uc801 \ubd88\ud655\uc2e4\uc131<\/strong>\n<ul class=\"wp-block-list\">\n<li>\ubbf8\uad6d\uc758 \ubb34\uc5ed\ud655\uc7a5\ubc95 \ud488\ubaa9\uad00\uc138(\uc790\ub3d9\ucc28 \ubc0f \ubd80\ud488 25% \ubd80\uacfc) \uc815\ucc45 \ub4f1 \uc8fc\uc694\uad6d \ubb34\uc5ed\uc7a5\ubcbd \ub9ac\uc2a4\ud06c\uac00 \uc0c1\uc874\ud569\ub2c8\ub2e4. \ud68c\uc0ac\uc758 \ubd81\ubbf8\ud5a5 \ub9e4\ucd9c \ube44\uc911\uc774 \uc0c1\ub2f9\ud55c \ub9cc\ud07c \ud1b5\uc0c1 \uc815\ucc45 \ubcc0\ud654\uc5d0 \ub530\ub978 \ub9c8\uc9c4 \uc555\ubc15\uc744 \uc644\uc804\ud788 \ud53c\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub610\ud55c \uacf5\uae09\ub9dd \uc7ac\ud3b8 \uacfc\uc815\uc5d0\uc11c \ud30c\ud2b8\ub108\uc2ed \uaddc\uc81c \uc900\uc218 \uc5ec\ubd80(\ud574\uc678\uc6b0\ub824\uae30\uad00 FEOC \uc9c0\uc815 \ub9ac\uc2a4\ud06c \ub4f1)\uc5d0 \ub530\ub978 \ucd94\uac00\uc801\uc778 \uacc4\uc57d \uc870\uac74 \ubcc0\uacbd \uac00\ub2a5\uc131\ub3c4 \uc8fc\uc2dc\ud574\uc57c \ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud55c \uc904 \ucf54\uba58\ud2b8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc740 &#8220;\uadf8\ub8f9 \ubc38\ub958\uccb4\uc778\uacfc \uad6d\ub0b4 \uc720\uc77c \uc591\u00b7\uc74c\uadf9\uc7ac \uc0dd\uc0b0\uc774\ub77c\ub294 \ud655\uc2e4\ud55c \uacbd\uc7c1\ub825&#8221;\uc744 \uac16\ucd94\uace0 \uc788\uc5b4 \uc911\uc7a5\uae30\uc801 \ud380\ub354\uba58\ud138\uc740 \ud0c4\ud0c4\ud569\ub2c8\ub2e4. \ub2e4\ub9cc, &#8220;\uc804\ubc29 \uc2dc\uc7a5 \uc218\uc694 \ud68c\ubcf5 \uc9c0\uc5f0, \uc7ac\ubb34\uc801 \ub808\ubc84\ub9ac\uc9c0 \ubd80\ub2f4, \uae00\ub85c\ubc8c \ubb34\uc5ed \uaddc\uc81c&#8221;\ub77c\ub294 \ub2e8\uae30 \ud30c\uace0\ub97c \uc5b4\ub5bb\uac8c \ub118\uc5b4\uc11c\ub290\ub0d0\uac00 \ud5a5\ud6c4 \uae30\uc5c5\uac00\uce58 \uc7ac\ud3c9\uac00\uc758 \ud575\uc2ec \uc5f4\uc1e0\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[\uae30\uc5c5\ubd84\uc11d] \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0, \uc7a5\uc810\uacfc \ub2e8\uc810\uc73c\ub85c \uade0\ud615 \uc788\uac8c \uc0b4\ud3b4\ubcf4\uae30 \uad6d\ub0b4 2\ucc28\uc804\uc9c0 \uc18c\uc7ac \uc139\ud130\ub97c \uc774\uc57c\uae30\ud560 \ub54c \ube7c\ub193\uc744 \uc218 \uc5c6\ub294 \uae30\uc5c5\uc774 \ubc14\ub85c \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc785\ub2c8\ub2e4. \uc591\uadf9\uc7ac\uc640 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":345,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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