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A Study on The Virtuous Cycle of The Value Chain and Value System in Korean Photovoltaic Industry

한국 태양광산업의 가치사슬과 가치시스템 선순환 구조 분석

  • Park, Sung-Hwan (Graduate School of Energy & Environment, Seoul National University of Science and Technology) ;
  • Park, Min-Hyug (Graduate School of Energy & Environment, Seoul National University of Science and Technology) ;
  • Park, Jung-Gu (Graduate School of Energy & Environment, Seoul National University of Science and Technology)
  • 박성환 (서울과학기술대학교 에너지환경대학원) ;
  • 박민혁 (서울과학기술대학교 에너지환경대학원) ;
  • 박중구 (서울과학기술대학교 에너지환경대학원)
  • Received : 2014.02.03
  • Accepted : 2014.03.14
  • Published : 2014.03.31

Abstract

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.

본 논문은 한국 태양광기업을 대상으로 가치사슬(Value Chain, 이하 VC)과 가치시스템(Value System, 이하 VS)분석을 통해 기업 내 공정 간에 부가가치의 선순환구조가 형성되어 있는지와 산업 내 공정 간에 선순환적 생태계가 구축되어 있는지를 분석하였다. 연구 방법은 기업 설문조사를 실시한 후, VC과 VS 내 공정 간 인과관계에 대해 회귀분석을 하였다. 분석의 결과, 한국 태양광산업의 VC은 정부 R&D지원 증가가 관련 기업 R&D투자 증가로 이어졌고, 기업 R&D투자 증가가 기업 R&D성과 증가에 기여하였으며, R&D성과 증가가 태양광 제품 생산량 증가에 영향을 주었다. 또한 기업의 태양광 생산비용 감소가 매출액 대비 경상이익률 증가에 영향을 주었다. 그러나 기업의 제품 생산량 증가가 제품 생산비용 감소에 기여하지 못하고 있는 것으로 나타났다. 한편, 기업의 매출액 대비 경상이익률 증가가 생산량 증가에는 영향을 주고 있으나, 기업의 R&D투자 증가에는 기여하지 못하고 있는 것으로 나타나 선순환구조에 들어서 있지 못한 것으로 분석되었다. 한국 태양광산업의 VS은 태양전지기업의 매출액 대비 경상이익률 증가가 모듈기업의 매출액 대비 경상이익률 증가에만 영향을 줄 뿐, 그 외의 산업 내 모든 공정에서는 영향을 미치지 못하는 것으로 분석되었다. 이는 잉곳 웨이퍼기업, 태양전지기업, 모듈기업, 시스템기업이 상호 협력하여 만들어내야 하는 선순환적 산업생태계가 아직 미완성상태에 있다는 것을 보여주고 있다.

Keywords

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