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"중국과 불리한 경쟁…뒤집을 유일한 솔루션은 AI 팩토리"
작성자 | aa 작성일 | 2026-06-14 조회수 | 240
(포항=연합뉴스) 신창용 기자 = "중국과 경쟁이라는 불리한 게임에 대응할 가장 좋은 솔루션이 바로 인공지능(AI) 입니다."

송호준 에코프로 대표이사는 M.AX(제조업의 AI 전환) 현장 사례 취재차 지난 11일 경북 포항에 있는 회사를 찾은 산업통상부 출입기자단과 만난 자리에서 이같이 말했다.

1998년 설립된 에코프로는 포항 영일만 산업단지에 2018년 에코프로머티리얼즈로 시작해 2022년 10월 에코프로이노베이션과 에코프로에이피를 마지막으로 '에코배터리 포항캠퍼스'를 조성했다.

눈에 띄는 점은 높은 생산 효율성이다. 포항캠퍼스는 다른 회사와 달리 공장과 공장이 파이프라인으로 연결돼 있다.

에코프로씨엔지 공장에서 추출된 액체 상태 리튬은 파이프라인을 타고 바로 옆 에코프로이노베이션 공장에서 수산화리튬으로 정제된다. 리튬 외에도 재활용된 복합침전물 형태의 니켈·코발트·망간은 인근 에코프로머티리얼즈 공장으로 보내져 전구체로 가공된다.

이후 에코프로비엠은 수산화리튬과 전구체로 양극재를 최종 생산한다.

에코프로는 이처럼 배터리 원자재부터 소재 제조, 재활용까지 한곳에 집적한 '클로즈드 루프 시스템'으로 2023년 글로벌 하이니켈 양극재 출하량 기준 시장 점유율 1위를 차지했다.

하지만 중국의 거센 추격과 전기차 캐즘(일시적 수요 정체) 여파로 2024년 순위가 6위로 급락했다.

송 대표는 "냉정하게 말해 한국의 이차전지 산업은 중국보다 뒤처져 있다"며 "이차전지는 소수의 천재가 이끄는 사업이 아니라 수많은 엔지니어가 시행착오를 거치며 최적의 공정을 찾아내는 산업이기 때문"이라고 진단했다.
 
 
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그는 "배터리 관련 전문 인력이 한국보다 30배 이상 많은 중국은 그야말로 융단폭격하듯 수많은 인력을 투입해 성과를 내고 있다"며 "우리 과학자 한 명이 한 달 동안 매달릴 과제를 중국은 10명 이상이 며칠 만에 끝내버린다. 이 불리한 게임을 뒤집을 유일한 솔루션이 AI"라고 강조했다.

에코프로가 국책과제 참여 기관들과 협업해 생산 공정 전반에 AI 자율운영을 본격화한 배경이다. 이를 통해 중국 대비 300% 이상의 제조 생산성을 확보해 글로벌 1위를 탈환하겠다는 목표다.
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다음글 | Furniture stocks tumble on Trump’s potential
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