자율주행 관련 업체

하드웨어
파워트레인
HL만도 -2.67 -2.09 -1.5 -12.28 -25.59
LG전자 -3.15 2.22 4.24 4.53 -6.46
SNT모티브 1.46 1.29 8.87 14.44 24.95
현대모비스 0.7 0.35 16.43 11.89 16.9
인포테인먼트
LG전자 -3.15 2.22 4.24 4.53 -6.46
모트렉스 -4.41 -0.45 -3.68 5.08 -9.84
카메라/센서
LG이노텍 -2.83 2.5 3.58 6.35 -9.24
나무가 -1.44 2.47 7.13 5.23 5.56
엠씨넥스 -3.04 0.37 -0.55 11.29 16.81
파트론 -2 -1.39 -3.78 -5.21 -10.53
카메라렌즈
세코닉스 -3.25 -1.16 -0.17 11.42 -18.83
카메라장비
퓨런티어 -14.34 -14.84 -16.69 2.68 -16.13
수동부품
삼성전기 -1.46 3.06 11.51 14.54 -0.22
삼화콘덴서 -5.46 -2.44 6.79 5.7 -9.11
아모텍 3.76 17.7 26.86 46.13 76.27
아비코전자 -2.56 0 5.56 6.19 0.95
PI/FCCL/FPCB
PI첨단소재 3.23 4.83 6.8 13.8 0
뉴프렉스 -4.18 -3.44 -2.35 -5.12 -12.37
비에이치 -1.41 1.12 5.35 1.2 -16.05
디스플레이
LG디스플레이 -4.98 0.22 7.82 7.43 -2.08
제이앤티씨 -4.01 -10.7 10.42 33.14 -12.61
토비스 4.39 5.17 4.04 -4.81 -15.11
충방전기
LS ELECTRIC -3.86 6.41 20.56 42.04 24.58
SK시그넷
롯데정보통신 -13.07 -6.9 20.47 21.94 15.85
솔루엠 1.79 4.61 5.16 -2.39 -9.81
신세계I&C -20.75 11.21 45.88 58.18 54.48
반도체
차량용 반도체
KEC -1.47 -0.37 5.67 10.93 -2.2
넥스트칩 -2.36 -3.59 -21.38 -22.29 -40.33
대덕전자 0 12.61 18.18 24.68 -0.95
아이에이 INF INF INF INF INF
유니퀘스트 -7.56 -4.59 -2.04 6.12 -2.04
이수페타시스 5.39 12.98 35.96 41.14 37.58
칩스앤미디어 -5.91 -2.8 9.95 1.37 -4.22
텔레칩스 -4.66 0.36 5.78 1.83 -7.27
해성디에스 7.97 7.97 56.92 28.15 -2.23
현우산업 -2.65 0.18 3.96 -2.82 2.99
소프트웨어
차량용 소프트웨어
아모센스 -7.2 -5.43 -12.74 7.87 3.7
오비고 -5.35 -2.27 -3.22 5.24 -25.62
인포뱅크
현대오토에버 -7.13 15.9 22.73 36.04 29.54
하드웨어
ND HL만도 (204320) : 제동, 조향장치, 레이더
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.67 -2.09 -1.5 -12.28 -25.59 21073 21474 21717 24217 22710 7.8% -6.2% 756 3.6% 896 4.2% 825 3.8% 1110 4.6% 792 3.5% 4.8% -28.6% 15,425억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.15 2.22 4.24 4.53 -6.46 210959 216943 221763 227615 227398 7.8% -0.1% 13354 6.3% 11961 5.5% 7518 3.4% 1353 0.6% 12590 5.5% -5.7% 830.5% 120,772억
ND SNT모티브 (064960) : 모터
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.46 1.29 8.87 14.44 24.95 2220 2403 2208 2857 2262 1.9% -20.8% 220 9.9% 251 10.4% 220 10% 290 10.2% 230 10.2% 4.5% -20.7% 4,577억
ND 현대모비스 (012330) : 파워트레인 종합
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.7 0.35 16.43 11.89 16.9 138692 146553 140018 147107 147520 6.4% 0.3% 5427 3.9% 6361 4.3% 9086 6.5% 9861 6.7% 7767 5.3% 43.1% -21.2% 266,895억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.15 2.22 4.24 4.53 -6.46 210959 216943 221763 227615 227398 7.8% -0.1% 13354 6.3% 11961 5.5% 7518 3.4% 1353 0.6% 12590 5.5% -5.7% 830.5% 120,772억
ND 모트렉스 (118990) : 인포테인먼트, 자율주행 소프트웨어
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.41 -0.45 -3.68 5.08 -9.84 1102 1289 1617 1858 1900 72.4% 2.3% 109 9.9% 142 11% 158 9.8% 27 1.5% 196 10.3% 79.8% 625.9% 2,210억
ND LG이노텍 (011070) : 카메라모듈, 라이다, PCB, V2X 통신모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.83 2.5 3.58 6.35 -9.24 43336 45553 56851 66286 49828 15% -24.8% 1760 4.1% 1517 3.3% 1304 2.3% 2479 3.7% 1251 2.5% -28.9% -49.5% 34,885억
ND 나무가 (190510) : 카메라모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.44 2.47 7.13 5.23 5.56 1161 1116 1182 1044 1404 20.9% 34.5% 75 6.5% 36 3.2% 55 4.7% 43 4.1% 94 6.7% 25.3% 118.6% 2,224억
ND 엠씨넥스 (097520) : 카메라모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.04 0.37 -0.55 11.29 16.81 2878 2257 2451 2983 3479 14.7% 13.8% 152 5.3% 76 3.4% 31 1.3% 184 6.2% 209 6% 442.9% 108.2% 4,871억
ND 파트론 (091700) : 카메라모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2 -1.39 -3.78 -5.21 -10.53 3708 3699 4202 3255 3281 20.4% 21.2% 161 4.3% 143 3.9% 195 4.6% 117 3.6% 63 1.9% 5.9% 257.8% 3,753억
ND 세코닉스 (053450) : 차량용 카메라 렌즈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.25 -1.16 -0.17 11.42 -18.83 1219 1164 1141 1100 1188 1.1% -2.6% 41 3.4% 40 3.4% 32 2.8% 29 2.6% 24 2% 13.9% 7.9% 880억
ND 퓨런티어 (370090) : 차량용 카메라 모듈 검사장비
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-14.34 -14.84 -16.69 2.68 -16.13 98 100 30 25 19 -47.6% 100% 0% 29 29% -28 0% -37 0% -20 0% - - 1,314억
ND 삼성전기 (009150) : 카메라모듈, PCB, MLCC
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.46 3.06 11.51 14.54 -0.22 26243 25801 26153 24923 27386 4.4% 9.9% 1803 6.9% 2081 8.1% 2249 8.6% 1150 4.6% 2006 7.3% 11.3% 74.4% 100,612억
ND 삼화콘덴서 (001820) : MLCC
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.46 -2.44 6.79 5.7 -9.11 736 765 749 704 724 -1.6% 2.8% 71 9.6% 76 9.9% 48 6.4% -19 0% 48 6.6% -32.4% 흑전 2,697억
ND 아모텍 (052710) : MLCC
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3.76 17.7 26.86 46.13 76.27 655 543 524 571 840 28.2% 47.1% 0.3% -61 0% -38 0% -142 0% 39 4.6% 1850% 흑전 1,574억
ND 아비코전자 (036010) : 인버터, PCB(아비코테크)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.56 0 5.56 6.19 0.95 296 321 300 292 314 6.1% 7.5% -15 0% -7 0% -13 0% -13 0% 2.9% 흑전 흑전 707억
ND PI첨단소재 (178920) : PI/FCCL
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3.23 4.83 6.8 13.8 0 518 737 707 551 641 23.7% 16.3% 24 4.6% 177 24% 121 17.1% 24 4.4% 89 13.9% 270.8% 270.8% 5,350억
ND 뉴프렉스 (085670) : FPCB
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.18 -3.44 -2.35 -5.12 -12.37 509 415 452 383 366 -28.1% -4.4% 48 9.4% 40 9.6% 39 8.6% 18 4.7% 1.6% -87.5% -66.7% 1,064억
ND 비에이치 (090460) : FPCB, EV충전모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.41 1.12 5.35 1.2 -16.05 2989 4685 4992 4878 3324 11.2% -31.9% 84 2.8% 313 6.7% 526 10.5% -53 0% -254 0% 적전 적자 4,345억
ND LG디스플레이 (034220) : 디스플레이
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.98 0.22 7.82 7.43 -2.08 52530 67082 68213 78329 60653 15.5% -22.6% -4694 0% -937 0% -806 0% 831 1.1% -334 0% 적자 적전 44,800억
ND 제이앤티씨 (204270) : 디스플레이 커버글라스
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.01 -10.7 10.42 33.14 -12.61 1270 653 326 481 480 -62.2% -0.2% 317 25% -208 0% -252 0% -317 0% -141 0% 적전 적자 10,667억
ND 토비스 (051360) : 디스플레이 모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4.39 5.17 4.04 -4.81 -15.11 1392 1627 1631 1587 1538 10.5% -3.1% 101 7.3% 160 9.8% 177 10.9% 145 9.1% 121 7.9% 19.8% -16.6% 2,497억
ND LS ELECTRIC (010120) : EV충전기, 솔루션
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.86 6.41 20.56 42.04 24.58 10386 11324 10212 13596 10321 -0.6% -24.1% 937 9% 1096 9.7% 665 6.5% 1199 8.8% 873 8.5% -6.8% -27.2% 89,700억
ND SK시그넷 (260870) : EV충전기
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 롯데정보통신 (286940) : EV충전기(자회사 이브이시스)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-13.07 -6.9 20.47 21.94 15.85 2765 2865 2880 3293 2848 3% -13.5% 89 3.2% 58 2% 83 2.9% 26 0.8% 70 2.5% -21.3% 169.2% 3,472억
ND 솔루엠 (248070) : 파워모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.79 4.61 5.16 -2.39 -9.81 3848 3939 4722 3435 3973 3.2% 15.7% 202 5.2% 205 5.2% 269 5.7% 10 0.3% 114 2.9% -43.6% 1040% 7,950억
ND 신세계I&C (035510) : EV충전기
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-20.75 11.21 45.88 58.18 54.48 1571 1448 1441 1797 1721 9.5% -4.2% 71 4.5% 105 7.3% 57 4% 136 7.6% 107 6.2% 50.7% -21.3% 3,292억
반도체
ND KEC (092220) : 전장용 전력반도체
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.47 -0.37 5.67 10.93 -2.2 609 676 608 536 636 4.4% 18.7% -16 0% 0.6% -56 0% -62 0% -30 0% 적자 적자 1,610억
ND 넥스트칩 (396270) : 차량용 카메라용 반도체
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.36 -3.59 -21.38 -22.29 -40.33 60 66 91 105 86 43.3% -18.1% -46 0% -42 0% -37 0% -57 0% -46 0% 적자 적자 971억
ND 대덕전자 (353200) : 차량용 FC-BGA
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0 12.61 18.18 24.68 -0.95 2148 2382 2327 2064 2154 -1.3% -8.4% -29 0% 109 4.6% 92 4% -60 0% -62 0% 적전 적전 8,736억
ND 아이에이 (038880) : 차량용 반도체
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
INF INF INF INF INF 126 134 -16 0% -6 0%  0% 551억
ND 유니퀘스트 (077500) : 자율주행 반도체
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-7.56 -4.59 -2.04 6.12 -2.04 1721 1710 1693 1977 1768 2.7% -10.6% 85 4.9% 91 5.3% 78 4.6% 87 4.4% 98 5.5% 15.3% 12.6% 1,347억
ND 이수페타시스 (007660) : 차량용 마더보드(MLB)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
5.39 12.98 35.96 41.14 37.58 1996 2047 2064 2261 2524 16% 15.2% 229 11.5% 275 13.4% 259 12.5% 254 11.2% 476 18.9% 13.4% 120.2% 32,761억
ND 칩스앤미디어 (094360) : 차량용 반도체 IP하우스
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.91 -2.8 9.95 1.37 -4.22 49 60 70 91 54 10.2% -40.7% 0% 10% 17 24.3% 29 31.9% 3.7% - -93.1% 3,544억
ND 텔레칩스 (054450) : 차량용 반도체(IVI, ADAS) 팹리스
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.66 0.36 5.78 1.83 -7.27 454 460 476 476 452 -0.4% -5% 10 2.2% 11 2.4% 14 2.9% 13 2.7% -26 0% 적전 적전 2,105억
ND 해성디에스 (195870) : 차량용 반도체 부품(리드프레임)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
7.97 7.97 56.92 28.15 -2.23 1549 1535 1494 1451 1375 -19.5% 6.8% 209 13.5% 180 11.7% 117 7.8% 62 4.3% 0.3% -32.8% 28.2% 4,836억
ND 현우산업 (092300) : 차량용 PCB
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.65 0.18 3.96 -2.82 2.99 564 544 499 455 506 -10.3% 11.2% 37 6.6% 26 4.8% 10 2% 0.9% 10 2% -73% 150% 514억
소프트웨어
ND 아모센스 (357580) : 스마트키 모듈 및 소프트웨어, 보안
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-7.2 -5.43 -12.74 7.87 3.7 299 699 338 392 0.7% 19 2.7% 15 4.4% 48 12.2% 722억
ND 오비고 (352910) : 스마트카 소트프웨어 플랫폼
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.35 -2.27 -3.22 5.24 -25.62 35 35 33 39 37 5.7% -5.1% -6 0% -13 0% -7 0% 0% -3 0% 적자 - 570억
ND 인포뱅크 (039290) : 커넥티드가 솔루션
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 현대오토에버 (307950) : SI, 차량용 소프트웨어
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-7.13 15.9 22.73 36.04 29.54 7313 9181 9046 11596 8330 13.9% -28.2% 307 4.2% 685 7.5% 525 5.8% 727 6.3% 267 3.2% -13% -63.3% 46,785억