테슬라, 새로운 도전: 태양광 지붕 '솔라루프'

  • 이명원 (에너지환경정책학과, 그린스쿨, 고려대학교) ;
  • 손민희 (에너지환경정책학과, 그린스쿨, 고려대학교) ;
  • 이흥구 (에너지환경정책학과, 그린스쿨, 고려대학교) ;
  • 김경남 (에너지환경정책학과, 그린스쿨, 고려대학교)
  • Published : 2017.06.30

Abstract

테슬라가 2016년 11월 17일 솔라시티를 인수한 이후 태양광 산업 관련 첫 제품으로 솔라루프를 출시하였다. 솔라루프는 태양광 충전이 가능한 지붕 타일의 형태를 띠고 있다. 테슬라의 솔라루프는 테슬라가 에너지에 관한 모든 시스템과 서비스를 생산 및 판매하는 회사로 거듭나기 위한 과정을 보여주는 것이다. 목표를 달성하기 위해 테슬라는 부채가 높은 솔라시티를 인수했으며, 파나소닉과 태양전지 및 모듈 분야에 기술협약을 체결하였다. 테슬라는 기존의 업체와는 다른 경로와 마케팅으로 시장을 장악해나갔다. 본고는 전기자동차가 자동차 시장에 미친 파장처럼 테슬라의 솔라루프도 태양전지 시장에 어떠한 영향을 미칠 것인지에 대해 시사점을 전달하고자 주요 문헌 내용을 요약, 정리하였다.

Keywords

References

  1. The guardian, https://www.theguardian.com/technology/video/2016/oct/29/elon-musk-unveils-new-tesla-solar-roof-tiles-video
  2. CNBC, http://www.cnbc.com/2017/04/25/bank-of-america-just-said-theres-material-risk-to-the-long-term-viability-of-tesla.html
  3. Business Insider, http://www.businessinsider.com/why-tesla-solarcity-merger-makes-sense-2016-11
  4. Energy Economic News, http://www.ekn.kr/news/article.html?no=286866
  5. SOLARCITY, http://www.solarcity.com/newsroom/press/solarcity-introduces-mypower-first-its-kind-solar-loan-paid-back-sun
  6. Energy Economic News, http://www.ekn.kr/news/article.html?no=233204
  7. Tesla, https://www.tesla.com/solarroof
  8. InsideEVs, http://insideevs.com/tesla-solar-roof-and-powerwall-2-reveal-details/
  9. http://terms.naver.com/entry.nhn?docId=177968&cid=50331&categoryId=50331
  10. Bloomberg, https://www.bloomberg.com/news/articles/2017-05-10/tesla-s-solar-roof-is-finally-ready-for-you-to-buy
  11. Energy Saga, http://news.energysage.com/should-i-wait-for-tesla-solar-roof/
  12. Powerscots, https://powerscout.com/site/decoding-price-tesla-solar-roof.
  13. Clean Technica, https://cleantechnica.com/2017/05/19tesla-solar-roof-make-sense-powerscout-numbers/
  14. Fortune, http://fortune.com/2016/08/10/solarcity-solar-factory-partner/
  15. Reuters, http://www.reuters.com/article/us-tesla-panasonic-solar-cells-idUSKBN12H08V
  16. Fortune, http://fortune.com/2016/10/17/tesla-panasonic-solar/
  17. The New York Times, https://www.nytimes.com/2014/06/18/business/energy-environment/solarcity-acquiring-a-start-up-to-build-panels.html
  18. Fortune, http://fortune.com/2014/06/17/solar-city-silevo/?iid=sr-link1
  19. BBC, http://www.bbc.com/news/technology-36893104
  20. Hybrid Cars, http://www.hybridcars.com/tesla-model-s-crossed-100000-sales-milestone-this-month/
  21. Fortune, http://fortune.com/2016/05/20/panasonic-investment-tesla-battery-plant/?iid=sr-link3
  22. Fortune, http://fortune.com/2017/01/17/tesla-model-3-motor-gigafactory/
  23. Fortune, http://fortune.com/2016/11/16/tesla-solarcity-vote/
  24. Fortune, http://fortune.com/2017/03/02/tesla-solarcity-staff-cuts-2016/
  25. Fortune, http://fortune.com/2016/11/09/solarcitys-hot-third-quarter-shows-why-tesla-wants-in/
  26. Tech Crunch, https://techcrunch.com/2014/06/17/solarcity-acquires-silevo-to-become-a-large-scale-solar-panel-producer/
  27. The WallStreet Journal, https://www.wsj.com/articles/a-double-dose-of-risk-for-tesla-in-solarcity-deal-1470067165
  28. Bloomberg Market, https://www.bloomberg.com/news/articles/2016-09-19/musk-s-tesla-city-vision-has-backing-where-it-counts-the-most
  29. Business Spost, http://www.businesspost.co.kr/news/articleView.html?idxno=31744
  30. The New York Times, https://www.nytimes.com/2016/11/05/business/dealbook/teslas-bid-for-solarcity-gets-support-from-shareholder-adviser.html?mcubz=0&_r=0
  31. Financial Revies, http://www.financialreview.co.kr/news/articleView.html?idxno=2085)
  32. News1, http://news1.kr/articles/?2978769
  33. Whowired, http://www.whowired.com/news/articleView.html?idxno=416215
  34. Tesla, https://www.tesla.com/sites/default/files/pdfs/en_US/Tesla_KIUC-Case%20Study-2017.pdf
  35. Solarcity, http://blog.solarcity.com/island-in-the-sun/
  36. Tesla, https://www.tesla.com/utilities
  37. Clean Tech Midea, https://www.greentechmedia.com/articles/read/if-tesla-acquires-solarcity-success-will-depend-on-storage
  38. Newdaily, http://biz.newdaily.co.kr/news/article.html?no=10110124
  39. the Wall Street Journal, https://www.wsj.com/articles/tesla-solarcity-merger-gets-shareholder-approval-1479417860
  40. Tech Crunch, https://techcrunch.com/2016/10/31/why-teslas-new-solar-roof-tiles-and-home-battery-are-such-a-big-deal/
  41. Whowired, http://www.whowired.com/news/articleView.html?idxno=416388
  42. Tesla, https://www.tesla.com/blog/master-plan-part-deux