대한민국 중장기 정책과제 -...
TRANSCRIPT
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2012 12 27()
2012. 12. 27
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. 1
1. 1
2. 2
. 3
1. 3
2. 5
3. 6
4. 7
. 8
1. 8
2. 11
3. 13
4. 14 5. 15
6. : 2050 17
-
. 18
1. ' ' 21
(1) 22
(2) 23
(3) 24
(4) 26
2. ' ' 27
(1) 28
(2) 29
(3) 30
(4) 31
3. ' ' 32
(1) 33 (2) 35
[] 36
-
- 1 -
.
1.
,
, ,
,
,
30
5
,
(01 50 )
* ()
( ) 5
( ) WB China 2030
-
- 2 -
2.
() ,
(meta policy directive)
()
() 30
()
* 14 , 30
( )
- (inclusive growth)
-
* ) 5
()
3
(12.1.31)
(12.4.30)
, ,
-
- 3 -
.
1.
18 3
- ~1 (0.52.5%), 2 ~70(1.75.0%) (Angus Maddison)
- 00 (00~07) 4.2%
50 3%(OECD) *
* : (70) 4.1%, (80) 3.2%, (90) 3.1%
- OECD 2%(1.75%~2.25%), 3%(3.3%~3.9%)
GDP '40 40% ,(Global Insight)
18 (back to the future")
- , (first among equals) ( NIC)
Next Eleven*" 30 EU 27 ( NIC)
* , , , , , ,
, ,
50 1.5% (OECD)
* IT ()
* , , ,
-
- 4 -
() IT
IT , ,
() IT IT *
* (), (), U-city(), ()
OECD IT
IT
, IT
* ( e-)
( ) /
() IT
( (CISCO )),
3 ( )
( ) IT
*
* (Open Innovation) R&D
IT IT
* , , IT
*
()
* ,
-
- 5 -
2.
*
* 50 OECD 9%p ) 66.659.5, 65.958.3, 66.054.7, 63.351.1(%,1160)
*
* 2060 , , 2 , 4 (OECD)) 36.968.6 22.155.0, 30.956.7, 11.551.8(%,1160)
70(11) 2050 93 (UN)
40 ,
* 82.2%(11) 85.8%(50)
(1950~2050)
1950 2010 2050* : UN, World Population Prospects the 2010 Revision('11)
,
50 2
(, )
50-60 60-70 70-80 80-90 90-00 00-10 10-20 20-30 30-40 40-50 14 714 1220 1308 2572 3401 2454 2249 2071 1928 14 714 12201308257234012454224920711928
* : UN, World Population Prospects the 2010 Revision('11)
-
- 6 -
3.
* * 10(2011~2020) (0.9) 100
(1911~2010) (0.75)
IPCCOECD
*
* : 23
GDP 03%, 56 GDP 510%
*,
* 15 12.5
*, ** ***
* ($/, 10 , EIA) : ('10)79 ('15)117 ('25)133 ('35)145
** 10 35 : ( ) 1.3, () 1.7
*** 03 3 Blackout 60 (DOE)
, *,
**
* 3~7 Grid Parity (EPIA, )
** 1,500 60
* **
,
* 09 693 20% , ** 09 1,620 20 0.81
-
- 7 -
4.
* ,
**
* 1 GDP(PPP, USD)
: () 39,333, () 6,620
** ( 0.61, 0.55 ) ( 0.408,
0.283)
Occupy Wall Street,
,
* 50 ('12, OECD) : OECD 2%
(1.752.25%), 3%(3.33.9%)
BRICs *
**
* 2020 3 12 2
** 2050 30
40% ('12, HSBC)
,
,
*
, , IT
-
- 8 -
.
1.
1120
3.8% 2130 2.9%, 3140 1.9% (KDI)
, 20 ,
*
*
(OECD, '12)
- catch-up , 1 GDP
( $16,740) (NBER, 11)
* 90 IT ,
2%
,
-
,
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
35,000,000
40,000,000
45,000,000
50,000,000
55,000,000
1960 1970 1980 1990 2000 2010 2020 2030 2040 2050
( : %) KDI LG OECD
2011-2020 3.8 3.6 3.4 2.7(11~30)2021-2030 2.9 2.8 2.8
2031-2040 1.9 2.2 2.5 1.0('30~'60)
* : (11.12)
, , SOC ,
( 0.86~1.34%p )
-
- 9 -
()
1 GDP ( $16,740) (NBER, '11.3)
- , (1970) 1990 20
< >
1 GDP
()(7) (7) 1997 5.8% 2.5% 3.2% $17,844 1974 4.4% 1.6% 2.8% $17,473 1970 9.5% 2.9% 6.6% $13,856 1988 3.7% 1.2% 2.4% $21,261 1968 3.9% 1.4% 2.5% $19,496
(41) - 5.6% 2.1% 3.5% $16,740* : When Fast Growing Economies Slow Down" NBER, 2011.3
, Catch-up ,
,
(UBS, Goldman Sachs),
* 06
* (Nomura)
* 2012 : ) 5000, ) 12,700
- , (LG)
*
* 1 2 : ) 33.43%, )72.45%
-
- 10 -
() New Economy (KDI)
1.
30
1990
1990 , (New Economy)
2.
1990
* 1990-2000 : (3.2), (1.3), (1.6)
1990
* 1996-2000 : (4.2), (0.7), (2.6)
2000 2% 08
* 2001-2007 : (2.5), (0.6), (1.3)
, 90 , New Economy
1990 , ,
* 2000 1990
,
-
- 11 -
2.
(11 1.24) OECD
17 , 26
* ( 7%) ( 20%) :
() 154, () 90, () 35, () 26
17 21
, 30 280
(30 3,289 8.51%)
* (, 11, ): (12)3,656 (30)3,289 (60)2,187
* (, 11, ): (12)5,000 (30)5,216 (60)4,396
60 10 4 ,
100 80 1 1
* : (12) 11.8% (40) 32.3% (60) 40.1%
,
4.4%p (52.7%57.1%),
7.2%p (37.4%30.2%)
,
* 65 (%): 45.1%, 22.4%, OECD 13.5%(11)
,
,
*
GDP
50 209%
-
- 12 -
()
, *
* , (10) (08.6~12.7, %) (6.043.14), (4.621.29) (3.971.52)
(10) (%) (/)
* : * :
(-) 15 , 91.8% (12.1)
, BBB+
,
,
SOC *
* ,
-
- 13 -
3.
*
, **
* (07) / (11) : (11~20) 0.8 / 1.1 (41~50) 2.0 / 3.2
** ( , KEI, '11)() : (20) 29 (50) 122 (100) 2,800
- 20
,
- EU 12
, *
* ( ), ( )
,
* 1030 () (%) : () 1.3(1.5), (OECD) 0.1(0.9)
* 07 10% 13 ,
-
,
,
- ,
-
- 14 -
4.
*
* GDP 27% ()
, *
* 50% (%) : (11) 15.2%, OECD 11.1%
, ,
* (10 ): 13.6(00) 24.7(05) 31.2(10)
** : 363(05) 656(09)
,
,
*
* 10 10.2%( , 12.9)
OECD (22.0%) 46%
, ,
,
* 12
: (IMD) 22, 33, (WEF) 19, 81
,
,
-
- 15 -
5.
, ,
() *,
( )
* 50 (67.970.2%,
15~69 ) (22.117.2%, 70 )
()
() *, **
* , ,
** ( + )
()
( )
* EU
, ,
20 , 10 GDP 1%~7%
( )
* 20%~76%
,
-
- 16 -
() ( ) 89 1.75% 93
0.77% 07 1.30%
* : () (91) 80 (07) 82 () : (91) 1.45 (07) 1.33
3 1(92
14 6.9%)
()
- ,
* (GDP 20) (GDP 3.3)
()
(2000 )
90 (,
9198 9200 ), 2000
,
90
() * ,
-
* : 10.9, 4, 22.4
()
* /GDP : (89) 19% (10) 44% 2.3
* /GDP : (89) 2.2% (10) 4.3% 1.9
* * : (90) 21.8% (10) 22.0% 0.2%p
()
-
( GDP 30% )
-
- 17 -
6. : 2050
-
- 18 -
.
""
,
- , ,
- , ,
- , ,
-
- 19 -
() 2050
1.
,
R&D
, SOC
2.
,
,
,
,
-
- 20 -
2050
20 IT 40
. 80
.
.
,
.
,
.
.
-
- 21 -
1 ' '
IT
,
,
,
-
-
,
R&D
- (catch-up)
-
,
IT
FDI
- , ,
-
- 22 -
1.
() *
* 12 () (6.2) : 95.6%, 4.4%
()
, -
, -
*
- ,
- 1 ,
,
*
-
- 23 -
2.
R&D R&D
()
() , R&D, * ( )
* ) , ;
* R&D , R&D( R&D) 30~40%
- R&D * **
* R&D (12.5 )
** () () , ,
- *
* (: 3 ) ,
* ( ), R&D , (Big Science)
R&D R&D R&D OECD *
R&D (Needs) **
* (10) 15.4%, OECD 21.5%** Living Lab
-
- 24 -
3.
,
(Top-Down) (Bottom-Up)
M&A ,
*
* ) R&D R&D , R&D
- KOTRA Investment Korea PEF ,
(Mega-City Region) , R&D *
* ) ( : KOTRA Global Alliance Platforms) , ,
, ,
- , , U
* () , , Hyundai Boulevard
* () 10 (Selective Finance for Investment)
* () R&D Research Tax Credit ( R&D 140%, 2 35%, 3 30%, 1 5% )
-
- 25 -
- ,*
* , ,
- , 2 *
* , ,
- , *
* , , , ,
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BRICs, Next11* FTA , ,
EDCF
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*
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, *
* ,
-
- 26 -
4.
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IT
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IT *
* (), (), (),
(), ()
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- 27 -
2 ' '
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,
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-
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-
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,
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3 , ,
- IMD, WEF
, *
* IMD : 33/59, WEF : 81/142(12 )
-
- 28 -
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, dynamic
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R&D
,
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2.
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,
,(EITC),
- ,
- EITC
* 49%(279), 40%(165) , 59%(330) (, 10)
*
* 10 50% (12.7 )
,
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-
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* ,,
* Job-Center plus, , Job-Center
-
- 31 -
4.
,
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,
,
*
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,
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* : () 40%, () 30%
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-
- 32 -
3 ' '
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40
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- 1)
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1) ' ' 50 (50~55 ) , (12.10) 2013 7 50 '()' .
-
- 33 -
1. 30~40
100
65
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(12 OECD )
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50%( )
,
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-
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Pro Bono( )
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-
- 35 -
2.
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* , ,
*
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(Burning Tax)
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- 36 -
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-
- 37 -
1
(1) 40
(2) 41
(3) - 42
(4) R&D 43
(5) 44
(6) 45
(7) 46
2
(8) 48
(9) 49
(10) 50
(11) 51
(12) 52
(13) 53
(14) (EITC) 54
(15) 55
(16) 56
(17) 57
(18) 58
(19) 59
-
- 38 -
3
(20) 61
(21) 62
(22) 63
(23) 64
(24) 65
(25) 66
(26) 67
(27) 68
(28) (Burning Tax) 70
-
- 39 -
1.
-
- 40 -
1 (22p)
1.
95 *
**
*
95
** IMD (11, 59) : 39
4 ( 200)
* 14%
2.
() *
*
* :
3.
-
- 41 -
2 (22p)
1.
97 7
2.
*
* ()
3.
-
- 42 -
3 - (22p)
1.
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* () : 25.0( 26.3)(06, ),
22.0, 23.2, OECD 22.9(00, OECD)
2.
-
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,
* ()
,
() (, )
(, )
(OECDEU, )
3.
-
- 43 -
4 R&D (23p)
1.
R&D
, , , ,
R&D* **
* () ,
** R&D (10, %)
: 15.4, 24.6, 23.8, 17.8, OECD 21.5
R&D
2.
R&D R&D OECD
( :15.4% 21.5%)
R&D (Needs)
Living Lab*
*
. EU '12 300 Living Lab
-
- 44 -
5 (24p)
1.
*
* () : () 10 2.36 15 3.82() 10 1.53 15 1.99, (SW) 10 1.16 15 1.31
2.
* 20 10
* :, SW, MICE , ,
*
* ()() : (11) 4,074 (12) 5,000 (13) 7,500()() : (11) 512 (12) 1,000 (13) 1,100
* ODA 15 10( 2.9) 2 * (GKS) 12 422(524) 15 1,000(1,000) * SW
* KOTRA : * (, , )
* MICE , , 1.5 K-POP (13~)
3.
-
- 45 -
6 (25p)
1.
,
*
* , FTA, EU FTA
, ,
2.
( ) ,
*
* , ,
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* 7 17
( ) *
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(16)
(100 )
3.
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7 (25p)
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,
2.
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(ex. )
*
*
3.
,
-
- 47 -
2.
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- 48 -
8 (22p)
1.
* (2012, )
: (700 ) 85.3%, (100 ) 35.3%
** (SES) 9 (2011, )
: ( 10%) 13.8%, ( 10%) 0.8%
,
2.
* 12 ,
16 12 4 377 4.3%
** : () " 10% rule"
10% ()
3.
-
- 49 -
9 (28p)
1.
,
* () : (06) 83.7% (10) 85.3%
( ) *
* (12) : (1.4), ( ) 700
2.
( ) ()
,*
* CAP 11 79
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(fund offunds) *,
* 3 :'11 2,500( 1.4 18% )
3.
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- 50 -
10 (28p)
1.
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* 1 1
** 11 2,020
7
2.
( )
3
Clayton 4
3
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3.
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11 (28p)
1.
(11 114.7, ) ,
,
2.
( ) (, )
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)
( )
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* (370) 25% (30%) ,
3.
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-
- 52 -
12 (29p)
1.
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(12.8) (%)(%)(%) 80.2 81.8 56.2 6 10 39.6 36.4 23.2 2 4
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3
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3.
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-
- 53 -
13 (29p)
1.
40 5
,
2.
, 5
,
(: , )
,
3.
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-
- 54 -
14 (EITC) (30p)
1.
(EITC)*
*
70~200
** 0911 :
(09) 59.7, 4,573 (10) 56.6, 4,369 (11) 52.2, 4,020
2.
( 1 )
(6 )*
* 6
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,
2
3.
-
- 55 -
15 (30p)
1.
* 49%(279), 40%(165) , 59%(330) (, 10)
2.
* () 88 ,
*
(22%)**
(-)
1,000 200 6% 12 44 +32
3 200 38% 76 44 -32
88 88
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22%
3.
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-
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16 (30p)
1.
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)
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( Job-Center plus )
- 24 Community link office
, ,
,
-
2.
()
(e) ()
-
3.
,
One-Stop
-
- 57 -
17 (31P)
1.
,
,
( Teach For America,
12 5,800 )
12
2.
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,
3.
-
- 58 -
18 (31p)
1.
,
,
*
* GDP 0.5% (1.67%),
(0.73%), (0.72%) (CAF, '06)
(fair share), (service credit)
,
, * ,
() ,
2.
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,
*
(), ()
3.
,
-
- 59 -
19 (31p)
1.
,
*
* (TV 2, 2 ) 68
1 4
,
2.
,
*
* (1) (2)
(3)
3.
,
-
- 60 -
3.
-
- 61 -
20 (33p)
1.
65
, 19
*
* 1889
65 49
65 70
* 68.3%, 65 83.7% 70 (11.6 )
2.
65
,
3.
30~40
-
- 62 -
21 (33p)
1.
57 (OECD 60~65)
* 60
57, 53
OECD
, (12 )
2.
*(, ,
)
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13
,
,
,
3.
,
2
-
- 63 -
22 (33p)
1.
* (, 09): 37, 3 20
1~5
* (CIA, World Factbook, 2011): 222 - (0.92), 221
- (1.07), 220 - (1.11), 219 - (1.15), 218 - (1.21)
2.
* 40%
3.
-
- 64 -
23 (33p)
1.
90%
12
,
,
2.
( ) BTL,
50% (12 13.2% )
* :
** (08, ) : 80%, 75%, 54%
( )
*
3.
,
-
- 65 -
24 (34p)
1.
( 9 )
70%
* (, )
(09) 363, 3.4 (10) 373, 3.7 (11) 382, 3.8
2.
13
*
( 42)
()
3.
-
- 66 -
25 (smart work) (34p)
1.
400
2.
PC
(Smartwork)
* ,
,
* IT
00 , 11
3.
IT
-
- 67 -
26 (34p)
1.
* 5.7%(32.4, 12)
OECD 12.1%(10)
* 65
, (08.7 )
,
2.
OECD
,
< >
1 95 , ,
2 7595 , ,
3 5375
3.
,
-
- 68 -
27 (35p)
1.
1) ,
2) 3)
1) 0930 () (%) : () 1.6(1.9), (OECD) 0.4(1.2)
2) ,
3) 07 10% 13 ,
1)
2) 3)
1) -
. 09 693 20%
2) 09 1,620 20 0.81
(IEA) : (09) 3% (35) 15%
3) ()
() LNG
( ) 2 , .
21
3
( )
( ) 50
( (CISCO ))
-
- 69 -
2.
( ) ,
(AMI)(ESS)
* AMI , AMI ESS
- *
**
* R&D, ,
** , ,
* () ,
2 RPS , ,
3
R&D Top5
* , ,
3.
-
- 70 -
28 (Burning Tax) (35p)
1.
,
(Earning Tax)
, (Burning Tax)
* OECD (12.4) ,
,
2.
(Burning Tax)
3.
(i) (ii)
(iii)
( )