중국발 저가 패널·계통 포화·빈 소부장…정치가 반도체보다 앞서간 순간…태양광 역설 ‘호남도체’는 왜 불거졌나
삼성 이재용, sk 최태원 등이 “광주를 후보지로 언급했다”는 말은 사실상 정권 발표를 받쳐 주는 체면 문구일 수 있다 . 그 표현 하나로 기업의 독자적 투자 판단, 공장 가동 가능성, 소부장 생태계의 공백이 해소되는 것은 아니다. 광주전남 일대 산야에 퍼져있는 태양광 장비와 보조금 중심의 재생에너지 보급이 지역의 고부가 제조 기반을 충분히 만들지 못한 채, 계통 포화와 출력제어 부담을 남긴 시점, 정부가 ‘호남 반도체’라는 초대형 카드를 꺼냈다. 그러나 반도체는 재생에너지 발전량이 아니라 24시간 무정전 전력, 송전망, 용수, 소부장, 연구인력, 협력기업의 집적이 있어야 움직인다.
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중국발 저가 패널·계통 포화·빈 소부장…정치가 반도체보다 앞서간 순간…태양광 역설 ‘호남도체’는 왜 불거졌나
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