• Bulletin of the Korea Photovoltaic Society
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• v.1 no.2
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• pp.10-14
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• 2015

실리콘 태양광 시장에서 중국은 독일을 필두로 하는 유럽연합, 미국 그리고 일본의 규모를 넘어서고 있는 근래의 최강자임을 부정할 수 있는 이는 없을 것이다. 그런 반면, 국내 태양광 가치사슬의 주요 기업들은 공룡과의 경쟁에서 큰 어려움을 겪었으나, 나름의 성과와 상승세를 나타내면서 이제 조금씩 깊은 굴곡을 벗어나려는 노력을 경주하고 있다. 본고에서는 현재 태양광 가치사슬의 현실에서 시장상황에 가장 큰 타격을 받고 있는 잉곳/웨이퍼 분야에 대하여, 관련기업들의 자립을 위한 노력과 현재, 미래 기술 동향에 대하여 소개하고자 한다.

• Journal of the KSME
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• v.49 no.11
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• pp.28-33
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• 2009

이 글에서는 태양광 연구를 선도하고 있는 해외 선진업체의 개발 현황과 기술 수준을 소개하고, 국내 태양광 산업현황을 가치사슬별로 정리하였다. 또한 국내의 태양광 연구개발 및 산업화를 추진하기 위한 정부의 태양광 R&D 추진체계를 소개한다.

• 한국신재생에너지학회:학술대회논문집
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• 2011.11a
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• pp.153-153
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• 2011

신 재생에너지 정책이 발전차액지원제도(Feed In Tariff; FIT)에서 신 재생에너지 의무할당제(Renewable Portfolio Standard; RPS)로 변화하면서 원별 경쟁이 가속화되고 있다. 태양광 산업 역시 이러한 환경 변화에 대처해야 하며, 그를 위한 정책 구성이 필요하다. 이에 태양광 산업 정책은 크게 두 부분으로 구분하여 진행해야 한다. 첫째, 폴리실리콘(Poly silicon)을 활용하는 다결정실리콘 태양광에너지에 초점을 맞춘 정책이며, 둘째, 미래에 상용화될 차세대 태양광 에너지에 대한 대비를 위한 연구 개발(R&D) 정책이다. 먼저 다결정실리콘 태양광에너지에 초점에서의 산업 정책은 산업육성정책과 수출정책, 인프라 구성 등으로 나눌 수 있다. 현재 과도한 국가부채로 인한 세계경제 악화로 태양광에너지 업체들의 경제성이 악화하고 있다. 더욱 빨리 그리드 패리티(Grid Parity)를 달성하기 위해 수직통합 등의 필요성이 대두하고 있다. 이에 본 연구는 그리드 패리티 달성시기를 위해 태양광 산업 내 세대 변화를 하는 경우와 하지 않는 경우를 비교하기 위해 고려할 요소를 분석하였다. 현재 신 재생에너지 가운데 태양광에너지는 타에너지원 대비 가격경쟁력을 갖추지 못한 상황이다. 그러나 수출을 고려했을 때의 향후 한국의 차세대 성장동력으로의 발전가능성이 존재한다. 따라서 가격경쟁력이 가장 중요한 영향을 미칠 신 재생에너지 의무할당제 정책 하에서 태양광에너지가 전혀 채택되지 않는 상황을 막기 위한 정책이 필요하다. 그를 위해 필요한 정책적 요소들을 알아보았다. 마지막으로 인프라 구성을 위해 태양광 산업의 가치사슬(Value Chain) 상에서의 기업 분포와 경쟁력에 대한 조사를 시행하였다. 이는 태양광 산업 내의 경쟁력을 갖춘 부문과 그렇지 못한 부문을 구별하기 위함이다. 미래에 상용화될 차세대 태양광 에너지를 준비하는 과정에서는 연구개발 관련 정책이 가장 중요하게 다뤄야 할 부분이며, 그를 위해 정부 차원에서 지원하고자 하는 기술로드맵 등에 대해서 정리하였다.

• Journal of Energy Engineering
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• v.23 no.1
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• pp.21-32
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• 2014

This study has analyzed whether the virtuous cycle of value-added between the processes within the company has formed and whether the virtuous ecosystem between the processes within the industry has been built through the analysis of value chain(VC) and value system(VS) targeting the Korean photovoltaic companies. For a study method, after conducting a survey on the companies, a regression analysis was performed on the causal relationship between the process within the VC and VS. Based on the results of the analysis, for the VC of the Korean photovoltaic industry, an increase in the R&D support from the government has led to the increase in the investment of R&D for the related industry, and the increase in the investment of R&D has contributed to the increase in the growth of its productivity, and the growth in the productivity of R&D has influenced the increase in the production of solar products. In addition, the reduction of photovoltaic production cost for the company has influenced the increase of recurring profit margin compared to the sales. However it was shown that the increase in the company's production volume does not contribute to the reduction of production cost. Meanwhile, the increase in recurring profit margin compared to the sales were influencing the increase in the production volume but it was shown that the increase in the company's investment of R&D was not a contributing factor thus it was not included in the virtuous cycle. It was analyzed that the VS was shown not to influence all other processes within the industry except for the module companies where the increase in the recurring profit margin compared to the sales was influenced by the increase in the recurring profit margin compared to the sales of solar cell companies. This shows that the virtuous industrial ecosystem which should be made under the mutual cooperation by the ingot, wafer, solar cell, module and system companies are yet incomplete.

• Journal of the Economic Geographical Society of Korea
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• v.24 no.4
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• pp.367-385
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• 2021

This study examined changes in the energy landscape, focusing on the photovoltaic module carbon certification system. As the global photovoltaic market has been reorganized around Chinese companies, the South Korean government has pushed to strengthen the competitiveness of the nation's photovoltaic industry. However, a limitation remains in that the government-led effort was not sufficient to bring about dynamic changes in the energy landscape. Against this backdrop, this study explored the stages leading to the multi-level perspectives of "macro-environment, socio-technical regime, and niche" to track the process of the government and domestic photovoltaic companies as part of a socio-technical regime responding to global market changes. In particular, this study raised an issue with the conceptual discussion of multi-level perspective, which placed a particular emphasis on the rate of change at each level and the niche in which innovative experiments take place, and thus attempted to fill this gap by tracking the energy landscape that varies differently from space. These spatial discussions can track different carbon emissions coefficients and industrial characteristics for each country, and have a higher level of explanatory power for the system thus constructed. In addition, through discussions on the problems and implications of the government-led introduction of renewable energy policies, this study suggests the need to create and implement a field-oriented system.

• New & Renewable Energy
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• v.8 no.2
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• pp.33-43
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• 2012

Why solar companies preferred vertical integration of whole value chain? Major solar companies have built internally strong vertical integration of entire PV value chain. We raise a question whether such integration increases the corporate value and whether market situation affects the result. To test these questions, we conducted multi-variant analysis where characteristic factors mainly affect the corporate value measured in terms of Tobin'Q, based on the financial and non-financial data of PV companies listed in US stock market between 2005 and 2010. We hypothesize that since integration increases the overall efficiency but decreases the flexibility to adjust to various market situation, the combined effect of the efficiency gain and the flexibility loss ultimately determines the sign of integration effect on the corporate vale. We infer that the combined effect will be influenced heavily by business cycle, as in boom market (Seller's market) the efficiency gain may be larger than the flexibility loss and vice versa in bust market. We test whether the sign of combined effect changes after the year of 2009 and which factors influence most the sign. Year of 2009 is known as the year when market shifted from Seller's to Buyer's market. We show that 1) integration increases corporate value in general but after 2009 integration significantly decreases the value, 2) the ratios such as Production/Total Cost, Cash turnover period chosen for reversal of the flexibility measure are negatively affect Tobin's Q and especially stronger after 2009. This shows the flexibility improves corporate value and stronger in the recess period (Buyer's market). These results imply that solar company should set up integration strategy considering the tradeoff between efficiency and flexibility and the impact of the business cycle on both factors. Strategy only based on the price competitiveness determined in boom time can bring undesirable outcomes to the company. In addition, Strategic alliances in some value chains as a flexible bondage should be taken in account as complementary choice to the rigid integration.