자율주행 관련 업체

하드웨어
파워트레인
HL만도 -2.99 3.42 24.25 40.19 31.07
LG전자 -0.2 -2.62 2.55 8.42 0.6
SNT모티브 1.2 0.54 -1.49 2.77 3.46
현대모비스 6.09 6.82 3.52 0 -3.69
인포테인먼트
LG전자 -0.2 -2.62 2.55 8.42 0.6
모트렉스 -0.53 -0.15 -1.86 4.02 -18.2
카메라/센서
LG이노텍 7.61 5.02 9.64 40.14 33.83
나무가 -1.33 -2.05 -6.11 -7.85 -22.16
엠씨넥스 -4.64 0.44 -10.67 -4.24 -12.06
파트론 1.04 0.91 -5 -2.87 -3.11
카메라렌즈
세코닉스 -0.29 -2.92 -9.35 -9.23 -9.11
카메라장비
퓨런티어 -2.06 -4.68 -5.1 -3.39 -22.32
수동부품
삼성전기 -0.13 -5.28 -0.66 2.73 9.92
삼화콘덴서 -3.98 -4.74 -14.39 -4.41 20.89
아모텍 -3.42 -6.37 -9.25 -3.29 -18.38
아비코전자 -2.27 -5.41 -13.65 -12.48 -14.79
PI/FCCL/FPCB
PI첨단소재 -3.69 -5.61 -0.57 38.76 11.3
뉴프렉스 -7.18 -7.31 -13.62 -10.4 -28.96
비에이치 -2.51 -5.27 -0.43 43.78 32.37
디스플레이
LG디스플레이 3.28 0.48 0.97 3.28 -13.64
제이앤티씨 9.68 14.81 19.65 -2.21 85.4
토비스 2.86 13.39 14.16 34.66 35.25
충방전기
LS ELECTRIC 2.21 -6.57 3.65 28.39 189.67
SK시그넷
롯데정보통신 3.11 1.62 -9.63 -16.84 -25.53
솔루엠 -5.12 -9.37 -6.9 -12.06 -20.25
신세계I&C -1.87 -3.58 -5.41 -4.28 -22.74
반도체
차량용 반도체
KEC 0.8 -4.39 -6.89 4.03 -12.5
넥스트칩 -4.44 -3.55 17.76 29.29 -0.82
대덕전자 -2.19 -4.08 -8.78 -6.88 -3.66
아이에이 -7.89 -13.04 -25.33 -27.08 -45.21
유니퀘스트 -4.98 -4.24 -10.43 -14.08 -27.98
이수페타시스 7.38 8.83 6.29 34.19 72.65
칩스앤미디어 -1.53 -5.86 10.29 -4.46 -24.62
텔레칩스 -3.21 -4.74 -7.05 -17.58 -30.93
해성디에스 -0.33 -3.72 -10.57 -8.59 -9.68
현우산업 -1.29 -4.73 -7.05 -5.09 -12.07
소프트웨어
차량용 소프트웨어
아모센스 -2.06 -0.44 10.57 9.83 -0.96
오비고 0.29 -1.41 -3.32 -3.72 -18.17
인포뱅크
현대오토에버 3.65 2.27 3.58 10.99 -1.16
하드웨어
ND HL만도 (204320) : 제동, 조향장치, 레이더
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.99 3.42 24.25 40.19 31.07 19967 20867 21191 21904 21073 5.5% -3.8% 702 3.5% 769 3.7% 815 3.8% 506 2.3% 756 3.6% 7.7% 49.4% 21,295억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.2 -2.62 2.55 8.42 0.6 204159 199984 207094 231040 210959 3.3% -8.7% 14974 7.3% 7419 3.7% 9967 4.8% 3130 1.4% 13354 6.3% -10.8% 326.6% 164,302억
ND SNT모티브 (064960) : 모터
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
1.2 0.54 -1.49 2.77 3.46 2858 2889 2767 2847 2220 -22.3% -22% 269 9.4% 285 9.9% 289 10.4% 323 11.3% 220 9.9% -18.2% -31.9% 6,770억
ND 현대모비스 (012330) : 파워트레인 종합
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
6.09 6.82 3.52 0 -3.69 146670 156849 142302 146722 138692 -5.4% -5.5% 4181 2.9% 6637 4.2% 6902 4.9% 5232 3.6% 5427 3.9% 29.8% 3.7% 221,569억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.2 -2.62 2.55 8.42 0.6 204159 199984 207094 231040 210959 3.3% -8.7% 14974 7.3% 7419 3.7% 9967 4.8% 3130 1.4% 13354 6.3% -10.8% 326.6% 164,302억
ND 모트렉스 (118990) : 인포테인먼트, 자율주행 소프트웨어
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.53 -0.15 -1.86 4.02 -18.2 1461 1508 1279 1061 1102 -24.6% 3.9% 150 10.3% 178 11.8% 177 13.8% 26 2.5% 109 9.9% -27.3% 319.2% 3,235억
ND LG이노텍 (011070) : 카메라모듈, 라이다, PCB, V2X 통신모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
7.61 5.02 9.64 40.14 33.83 43759 39072 47636 75586 43336 -1% -42.7% 1453 3.3% 183 0.5% 1834 3.9% 4837 6.4% 1760 4.1% 21.1% -63.6% 61,889억
ND 나무가 (190510) : 카메라모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.33 -2.05 -6.11 -7.85 -22.16 1269 707 722 957 1161 -8.5% 21.3% 93 7.3% 31 4.4% 40 5.5% 63 6.6% 75 6.5% -19.4% 19% 2,174억
ND 엠씨넥스 (097520) : 카메라모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-4.64 0.44 -10.67 -4.24 -12.06 2510 1922 2364 2528 2878 14.7% 13.8% 28 1.1% -22 0% 104 4.4% 73 2.9% 152 5.3% 442.9% 108.2% 4,062억
ND 파트론 (091700) : 카메라모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
1.04 0.91 -5 -2.87 -3.11 3079 2497 3088 3059 3708 20.4% 21.2% 152 4.9% 84 3.4% 135 4.4% 45 1.5% 161 4.3% 5.9% 257.8% 4,589억
ND 세코닉스 (053450) : 차량용 카메라 렌즈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.29 -2.92 -9.35 -9.23 -9.11 1206 1234 1332 1251 1219 1.1% -2.6% 36 3% 40 3.2% 45 3.4% 38 3% 41 3.4% 13.9% 7.9% 1,032억
ND 퓨런티어 (370090) : 차량용 카메라 모듈 검사장비
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.06 -4.68 -5.1 -3.39 -22.32 187 120 108 49 98 -47.6% 100% 52 27.8% 17 14.2% 15 13.9% -15 0% 0% - - 1,750억
ND 삼성전기 (009150) : 카메라모듈, PCB, MLCC
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.13 -5.28 -0.66 2.73 9.92 20218 22205 23609 23062 26243 29.8% 13.8% 1401 6.9% 2049 9.2% 1840 7.8% 1103 4.8% 1803 6.9% 28.7% 63.5% 112,563억
ND 삼화콘덴서 (001820) : MLCC
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.98 -4.74 -14.39 -4.41 20.89 653 774 747 634 736 12.7% 16.1% 66 10.1% 90 11.6% 84 11.2% -4 0% 71 9.6% 7.6% 흑전 4,391억
ND 아모텍 (052710) : MLCC
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.42 -6.37 -9.25 -3.29 -18.38 451 477 477 462 655 45.2% 41.8% -51 0% -22 0% -43 0% -141 0% 0.3% 흑전 흑전 1,031억
ND 아비코전자 (036010) : 인버터, PCB(아비코테크)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.27 -5.41 -13.65 -12.48 -14.79 343 324 309 273 296 -13.7% 8.4% -2 0% -13 0% -8 0% -24 0% -15 0% 적자 적자 1,370억
ND PI첨단소재 (178920) : PI/FCCL
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.69 -5.61 -0.57 38.76 11.3 426 602 614 534 518 21.6% -3% -117 0% 25 4.2% 42 6.8% 11 2.1% 24 4.6% 흑전 118.2% 7,664억
ND 뉴프렉스 (085670) : FPCB
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-7.18 -7.31 -13.62 -10.4 -28.96 535 384 508 523 509 -4.9% -2.7% 14 2.6% -15 0% 61 12% 53 10.1% 48 9.4% 242.9% -9.4% 1,643억
ND 비에이치 (090460) : FPCB, EV충전모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.51 -5.27 -0.43 43.78 32.37 3139 3052 4561 5166 2989 -4.8% -42.1% 89 2.8% 97 3.2% 508 11.1% 153 3% 84 2.8% -5.6% -45.1% 8,047억
ND LG디스플레이 (034220) : 디스플레이
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
3.28 0.48 0.97 3.28 -13.64 44111 47385 47853 73959 52530 19.1% -29% -10984 0% -8814 0% -6621 0% 1317 1.8% -4694 0% 적자 적전 37,141억
ND 제이앤티씨 (204270) : 디스플레이 커버글라스
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
9.68 14.81 19.65 -2.21 85.4 573 555 977 1127 1270 121.6% 12.7% 22 3.8% 40 7.2% 169 17.3% 52 4.6% 317 25% 1340.9% 509.6% 12,784억
ND 토비스 (051360) : 디스플레이 모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
2.86 13.39 14.16 34.66 35.25 877 1032 1256 1284 1392 58.7% 8.4% 30 3.4% 76 7.4% 98 7.8% 51 4% 101 7.3% 236.7% 98% 3,546억
ND LS ELECTRIC (010120) : EV충전기, 솔루션
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
2.21 -6.57 3.65 28.39 189.67 9758 12017 10226 10302 10386 6.4% 0.8% 818 8.4% 1049 8.7% 701 6.9% 680 6.6% 937 9% 14.5% 37.8% 59,700억
ND SK시그넷 (260870) : EV충전기
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
ND 롯데정보통신 (286940) : EV충전기(자회사 이브이시스)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
3.11 1.62 -9.63 -16.84 -25.53 2708 2846 2949 3463 2765 2.1% -20.2% 119 4.4% 109 3.8% 161 5.5% 180 5.2% 89 3.2% -25.2% -50.6% 4,334억
ND 솔루엠 (248070) : 파워모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-5.12 -9.37 -6.9 -12.06 -20.25 5796 5234 5291 3188 3848 -33.6% 20.7% 502 8.7% 441 8.4% 452 8.5% 148 4.6% 202 5.2% -59.8% 36.5% 11,126억
ND 신세계I&C (035510) : EV충전기
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.87 -3.58 -5.41 -4.28 -22.74 1521 1583 1480 1605 1571 3.3% -2.1% 84 5.5% 110 6.9% 86 5.8% 118 7.4% 71 4.5% -15.5% -39.8% 1,806억
반도체
ND KEC (092220) : 전장용 전력반도체
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
0.8 -4.39 -6.89 4.03 -12.5 518 571 521 459 609 17.6% 32.7% -36 0% -79 0% -65 0% -148 0% -16 0% 적자 적자 2,016억
ND 넥스트칩 (396270) : 차량용 카메라용 반도체
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-4.44 -3.55 17.76 29.29 -0.82 33 34 45 48 60 81.8% 25% -51 0% -66 0% -41 0% -66 0% -46 0% 적자 적자 2,364억
ND 대덕전자 (353200) : 차량용 FC-BGA
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.19 -4.08 -8.78 -6.88 -3.66 2177 2198 2378 2344 2148 -28.7% -26.6% 103 4.7% 56 2.5% 14 0.6% 64 2.7% -29 0% -77% -78.7% 11,044억
ND 아이에이 (038880) : 차량용 반도체
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-7.89 -13.04 -25.33 -27.08 -45.21 140 155 174 120 126 -10% 5% -19 0% -8 0% 5.2% -84 0% -16 0% 적자 적자 825억
ND 유니퀘스트 (077500) : 자율주행 반도체
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-4.98 -4.24 -10.43 -14.08 -27.98 1643 1583 1626 1807 1721 4.7% -4.8% 81 4.9% 66 4.2% 87 5.4% 104 5.8% 85 4.9% 4.9% -18.3% 1,668억
ND 이수페타시스 (007660) : 차량용 마더보드(MLB)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
7.38 8.83 6.29 34.19 72.65 1720 1638 1662 1733 1996 16% 15.2% 202 11.7% 182 11.1% 132 7.9% 104 6% 229 11.5% 13.4% 120.2% 33,141억
ND 칩스앤미디어 (094360) : 차량용 반도체 IP하우스
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.53 -5.86 10.29 -4.46 -24.62 65 67 70 73 49 -24.6% -32.9% 16 24.6% 18 26.9% 20 28.6% 22 30.1% 0% - - 2,169억
ND 텔레칩스 (054450) : 차량용 반도체(IVI, ADAS) 팹리스
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.21 -4.74 -7.05 -17.58 -30.93 459 482 525 443 454 -1.1% 2.5% 27 5.9% 54 11.2% 65 12.4% 21 4.7% 10 2.2% -63% -52.4% 3,005억
ND 해성디에스 (195870) : 차량용 반도체 부품(리드프레임)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.33 -3.72 -10.57 -8.59 -9.68 1924 1792 1555 1451 1549 -3.6% -3.4% 311 16.2% 357 19.9% 194 12.5% 163 11.2% 209 13.5% -35.6% -30.3% 7,692억
ND 현우산업 (092300) : 차량용 PCB
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.29 -4.73 -7.05 -5.09 -12.07 546 571 630 625 564 3.3% -9.8% 22 4% 24 4.2% 48 7.6% 43 6.9% 30 5.3% 36.4% -30.2% 714억
소프트웨어
ND 아모센스 (357580) : 스마트키 모듈 및 소프트웨어, 보안
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.06 -0.44 10.57 9.83 -0.96 115 224 224 309 299 160% -3.2% -39 0% 41 18.3% 10 4.5% -5 0% 0.7% 흑전 흑전 1,276억
ND 오비고 (352910) : 스마트카 소트프웨어 플랫폼
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
0.29 -1.41 -3.32 -3.72 -18.17 35 38 38 38 35 0% -7.9% -4 0% 0% 0% -1 0% -6 0% 적자 적자 849억
ND 인포뱅크 (039290) : 커넥티드가 솔루션
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
ND 현대오토에버 (307950) : SI, 차량용 소프트웨어
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
3.65 2.27 3.58 10.99 -1.16 6660 7538 7458 8993 7313 9.8% -18.7% 306 4.6% 527 7% 452 6.1% 529 5.9% 307 4.2% 0.3% -42% 42,095억