자율주행 관련 업체

하드웨어
파워트레인
HL만도 INF INF INF INF 3.17
LG전자 INF INF INF INF 66.92
SNT모티브 INF INF INF INF -12.03
현대모비스 INF INF INF INF 32.02
인포테인먼트
LG전자 INF INF INF INF 66.92
모트렉스 INF INF INF INF -9.29
카메라/센서
LG이노텍 INF INF INF INF 41.79
나무가 INF INF INF INF -3.74
엠씨넥스 INF INF INF INF -7.11
파트론 INF INF INF INF -12.8
카메라렌즈
세코닉스 INF INF INF INF -9.82
카메라장비
퓨런티어 INF INF INF INF -14.56
수동부품
삼성전기 INF INF INF INF 29.85
삼화콘덴서 INF INF INF INF -0.64
아모텍 INF INF INF INF -30.18
아비코전자 INF INF INF INF -20.49
PI/FCCL/FPCB
PI첨단소재 INF INF INF INF 4.43
뉴프렉스 INF INF INF INF -20.66
비에이치 INF INF INF INF -10.26
디스플레이
LG디스플레이 INF INF INF INF 5.85
제이앤티씨 INF INF INF INF -0.24
토비스 INF INF INF INF 7.36
충방전기
LS ELECTRIC INF INF INF INF -0.78
SK시그넷
롯데정보통신 INF INF INF INF -8.39
솔루엠 INF INF INF INF 4.07
신세계I&C INF INF INF INF -12.31
반도체
차량용 반도체
KEC INF INF INF INF INF
넥스트칩 INF INF INF INF 1.05
대덕전자 INF INF INF INF 29.04
아이에이 INF INF INF INF INF
유니퀘스트 INF INF INF INF 0.95
이수페타시스 INF INF INF INF -15.43
칩스앤미디어 INF INF INF INF -12.34
텔레칩스 INF INF INF INF 12.17
해성디에스 INF INF INF INF 6.84
현우산업 INF INF INF INF 25.21
소프트웨어
차량용 소프트웨어
아모센스 INF INF INF INF -32.77
오비고 INF INF INF INF INF
인포뱅크
현대오토에버 INF INF INF INF 35.15
하드웨어
ND HL만도 (204320) : 제동, 조향장치, 레이더
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 3.17 24217 22710 24009 23213 24616 1.6% 6% 1110 4.6% 792 3.5% 1041 4.3% 942 4.1% 796 3.2% -28.3% -15.5% 27,469억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 66.92 227615 227398 207351 218738 238521 4.8% 9% 1353 0.6% 12590 5.5% 6394 3.1% 6889 3.1% -1091 0% 적전 적전 355,115억
ND SNT모티브 (064960) : 모터
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -12.03 2857 2262 2575 2311 2915 2% 26.1% 290 10.2% 230 10.2% 266 10.3% 220 9.5% 309 10.6% 6.6% 40.5% 8,439억
ND 현대모비스 (012330) : 파워트레인 종합
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 32.02 147107 147520 159362 150319 153979 4.7% 2.4% 9861 6.7% 7767 5.3% 8700 5.5% 7803 5.2% 9305 6% -5.6% 19.2% 518,083억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 66.92 227615 227398 207351 218738 238521 4.8% 9% 1353 0.6% 12590 5.5% 6394 3.1% 6889 3.1% -1091 0% 적전 적전 355,115억
ND 모트렉스 (118990) : 인포테인먼트, 자율주행 소프트웨어
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -9.29 1858 1900 1766 1675 1679 -9.6% 0.2% 27 1.5% 196 10.3% 128 7.2% 81 4.8% 11 0.7% -59.3% -86.4% 2,038억
ND LG이노텍 (011070) : 카메라모듈, 라이다, PCB, V2X 통신모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 41.79 66286 49828 39345 53694 76098 14.8% 41.7% 2479 3.7% 1251 2.5% 113 0.3% 2037 3.8% 3248 4.3% 31% 59.5% 179,870억
ND 나무가 (190510) : 카메라모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -3.74 1044 1404 1106 1127 960 -8% -14.8% 43 4.1% 94 6.7% 76 6.9% 75 6.7% 35 3.6% -18.6% -53.3% 3,057억
ND 엠씨넥스 (097520) : 카메라모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -7.11 2983 3479 3264 3035 3014 18% 21.7% 184 6.2% 209 6% 162 5% 67 2.2% 82 2.7% 152.1% 493.5% 3,991억
ND 파트론 (091700) : 카메라모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -12.8 3255 3281 3015 3814 3347 6.4% -22.5% 117 3.6% 63 1.9% 64 2.1% 165 4.3% 155 4.6% 160% -40% 4,253억
ND 세코닉스 (053450) : 차량용 카메라 렌즈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -9.82 1100 1188 1172 1008 980 -12.1% -3.6% 29 2.6% 24 2% 42 3.6% 0.4% -41 0% -23.7% -9.4% 733억
ND 퓨런티어 (370090) : 차량용 카메라 모듈 검사장비
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -14.56 25 19 52 19 30 -49% -16.7% -37 0% -20 0% -13 0% -20 0% -16 0% 적자 적자 989억
ND 삼성전기 (009150) : 카메라모듈, PCB, MLCC
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 29.85 24923 27386 27846 28890 29022 16.4% 0.5% 1150 4.6% 2006 7.3% 2130 7.6% 2603 9% 2394 8.2% 108.2% -8% 770,092억
ND 삼화콘덴서 (001820) : MLCC
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -0.64 704 724 788 725 697 -1% -3.9% -19 0% 48 6.6% 55 7% 27 3.7% -3 0% 적자 적전 6,496억
ND 아모텍 (052710) : MLCC
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -30.18 571 840 594 567 536 -6.1% -5.5% -142 0% 39 4.6% 12 2% 1.4% -5 0% 적자 적전 2,505억
ND 아비코전자 (036010) : 인버터, PCB(아비코테크)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -20.49 292 314 336 347 342 17.1% -1.4% -13 0% 2.9% 28 8.3% 24 6.9% 21 6.1% 흑전 -12.5% 1,196억
ND PI첨단소재 (178920) : PI/FCCL
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 4.43 551 641 725 684 584 6% -14.6% 24 4.4% 89 13.9% 162 22.3% 116 17% 66 11.3% 175% -43.1% 7,958억
ND 뉴프렉스 (085670) : FPCB
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -20.66 383 366 399 380 395 3.1% 3.9% 18 4.7% 1.6% 32 8% 21 5.5% 32 8.1% 77.8% 52.4% 1,352억
ND 비에이치 (090460) : FPCB, EV충전모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -10.26 4878 3324 3897 5625 5080 4.1% -9.7% -53 0% -254 0% 160 4.1% 345 6.1% 288 5.7% 흑전 -16.5% 10,905억
ND LG디스플레이 (034220) : 디스플레이
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 5.85 78329 60653 55870 69570 72008 -8.1% 3.5% 831 1.1% -334 0% -1160 0% 4310 6.2% 1685 2.3% 102.8% -60.9% 66,950억
ND 제이앤티씨 (204270) : 디스플레이 커버글라스
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -0.24 481 480 561 391 303 -37% -22.5% -317 0% -141 0% -238 0% -179 0% -138 0% 적자 적자 12,177억
ND 토비스 (051360) : 디스플레이 모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 7.36 1587 1538 1664 1647 1555 -2% -5.6% 145 9.1% 121 7.9% 183 11% 166 10.1% 102 6.6% -29.7% -38.6% 3,042억
ND LS ELECTRIC (010120) : EV충전기, 솔루션
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -0.78 13596 10321 11930 12163 15244 12.1% 25.3% 1199 8.8% 873 8.5% 1086 9.1% 1008 8.3% 1297 8.5% 8.2% 28.7% 76,050억
ND SK시그넷 (260870) : EV충전기
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 롯데정보통신 (286940) : EV충전기(자회사 이브이시스)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -8.39 3293 2848 2808 2775 3272 -0.6% 17.9% 26 0.8% 70 2.5% 80 2.8% 66 2.4% 97 3% 273.1% 47% 3,222억
ND 솔루엠 (248070) : 파워모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 4.07 3435 3973 4025 4726 4276 24.5% -9.5% 10 0.3% 114 2.9% 122 3% 148 3.1% 79 1.8% 690% -46.6% 10,351억
ND 신세계I&C (035510) : EV충전기
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -12.31 1797 1721 1814 1636 1701 -5.3% 4% 136 7.6% 107 6.2% 135 7.4% 126 7.7% 124 7.3% -8.8% -1.6% 3,235억
반도체
ND KEC (092220) : 전장용 전력반도체
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF INF 536 636 -62 0% -30 0%  0% 1,569억
ND 넥스트칩 (396270) : 차량용 카메라용 반도체
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 1.05 105 86 93 100 115 9.5% 15% -57 0% -46 0% -27 0% -54 0% 0% - - 1,900억
ND 대덕전자 (353200) : 차량용 FC-BGA
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 29.04 2064 2154 2459 2862 3177 -11.9% -11.3% -60 0% -62 0% 19 0.8% 224 7.8% 290 9.1% 적전 적전 69,381억
ND 아이에이 (038880) : 차량용 반도체
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF INF 551억
ND 유니퀘스트 (077500) : 자율주행 반도체
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 0.95 1977 1768 1649 1763 2119 7.2% 20.2% 87 4.4% 98 5.5% 73 4.4% 98 5.6% 95 4.5% 9.2% -3.1% 1,600억
ND 이수페타시스 (007660) : 차량용 마더보드(MLB)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -15.43 2261 2524 2414 2961 2987 30.5% 9.5% 254 11.2% 476 18.9% 420 17.4% 584 19.7% 565 18.9% 144.2% -1.9% 96,533억
ND 칩스앤미디어 (094360) : 차량용 반도체 IP하우스
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -12.34 91 54 66 66 98 7.7% 48.5% 29 31.9% 3.7% 14 21.2% 15 22.7% 38 38.8% 31% 153.3% 3,562억
ND 텔레칩스 (054450) : 차량용 반도체(IVI, ADAS) 팹리스
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 12.17 476 452 443 502 531 11.6% 5.8% 13 2.7% -26 0% -36 0% -27 0% 28 5.3% 115.4% 흑전 2,498억
ND 해성디에스 (195870) : 차량용 반도체 부품(리드프레임)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 6.84 1451 1375 1574 1786 1798 0% -2.9% 62 4.3% 0.3% 82 5.2% 161 9% 217 12.1% -62% -47% 14,603억
ND 현우산업 (092300) : 차량용 PCB
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 25.21 455 506 616 642 607 33.4% -5.5% 0.9% 10 2% 27 4.4% 51 7.9% 21 3.5% 425% -58.8% 825억
소프트웨어
ND 아모센스 (357580) : 스마트키 모듈 및 소프트웨어, 보안
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -32.77 392 311 290 283 336 -14.3% 18.7% 48 12.2% 15 4.8% 12 4.1% 0% 25 7.4% -47.9% - 1,595억
ND 오비고 (352910) : 스마트카 소트프웨어 플랫폼
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF INF 39 37 82 130 0% -3 0% -14 0% -6 0% 672억
ND 인포뱅크 (039290) : 커넥티드가 솔루션
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 현대오토에버 (307950) : SI, 차량용 소프트웨어
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 35.15 11596 8330 10421 10543 13227 14.1% 25.5% 727 6.3% 267 3.2% 814 7.8% 708 6.7% 765 5.8% 5.2% 8.1% 163,446억