자율주행 관련 업체

하드웨어
파워트레인
HL만도 1.78 2.34 -4.62 12.73 -10.79
LG전자 -4.26 -2.01 -10.87 -16 -21.77
SNT모티브 -4.26 -8.97 -6.31 -11.21 -4.48
현대모비스 5.64 1.4 INF 13.2 10.48
인포테인먼트
LG전자 -4.26 -2.01 -10.87 -16 -21.77
모트렉스 -3.8 3.08 INF -5.55 -18.32
카메라/센서
LG이노텍 -4.71 -6.59 -15.96 -28.34 -44.14
나무가 -6.62 -7.91 -11.66 -13.82 -20.16
엠씨넥스 -6.25 3.63 -0.17 0 -21.23
파트론 -5.44 -4.91 -4.78 -5.96 -11.6
카메라렌즈
세코닉스 -8.75 -6.58 -9.24 -0.2 -23.85
카메라장비
퓨런티어 11.8 40.43 30.78 11.4 3.86
수동부품
삼성전기 -9.18 -9.8 -17.53 -18.29 -38.16
삼화콘덴서 -11.88 -14.67 -22.53 -17.3 -40.82
아모텍 -13.61 -17.22 -6.44 -13.83 -47.68
아비코전자 -15.15 -16.13 -21.24 -20.67 -50.51
PI/FCCL/FPCB
PI첨단소재 -10.65 -21.55 -20.98 -22.86 -50.31
뉴프렉스 -10.85 -15.36 -27.77 -4.31 -25.34
비에이치 -7.6 -11.3 -11.61 -22.91 -43.89
디스플레이
LG디스플레이 -5.77 -9.4 -8.8 -8.37 -23.85
제이앤티씨 -12.71 -26.52 -38.23 -14.27 -36.3
토비스 -11.9 -18.32 -11.02 -14.08 -16.11
충방전기
LS ELECTRIC -10.68 -3.42 -16.04 -2.55 -35.03
SK시그넷
롯데정보통신 -16.12 -15.57 -14.82 -18.6 -29.49
솔루엠 -12.95 -11.32 -16.46 -15.21 -13.4
신세계I&C -9.63 -12.33 -8.88 -3.18 -13.78
반도체
차량용 반도체
KEC -13.62 -10.28 -14.44 -18.23 -37.25
넥스트칩 6.67 15.59 26.98 96.64 18.29
대덕전자 -12.04 -7.14 -13.93 -17.44 -30.13
아이에이 -8.96 -9.41 -19.03 -17.19 -24.38
유니퀘스트 -7.47 -6.18 -10.57 -6.28 -23.08
이수페타시스 -27.15 -32.55 -42.57 -33.2 -50.75
칩스앤미디어 -8.79 -8.4 -10.94 -4.39 -38.32
텔레칩스 -11.46 -10.36 -16.71 -10.29 -41.63
해성디에스 -14.34 -17.54 -25.71 -18.15 -50.5
현우산업 -9.38 -7.08 -15.23 -15.37 -31
소프트웨어
차량용 소프트웨어
아모센스 -9.02 -11.1 -16.11 -17.22 -37.31
오비고 -3.19 -2.89 -2.74 3.91 -9.63
인포뱅크
현대오토에버 -6.99 -4.52 INF -19.53 -23.8
하드웨어
ND HL만도 (204320) : 제동, 조향장치, 레이더
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
1.78 2.34 -4.62 12.73 -10.79 21191 21904 21073 21474 21717 2.5% 1.1% 815 3.8% 506 2.3% 756 3.6% 896 4.2% 825 3.8% 1.2% -7.9% 17,468억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-4.26 -2.01 -10.87 -16 -21.77 207094 231040 210959 216943 9967 4.8% 3130 1.4% 13354 6.3% 11961 5.5% 143,519억
ND SNT모티브 (064960) : 모터
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-4.26 -8.97 -6.31 -11.21 -4.48 2767 2847 2220 2403 2208 -20.2% -8.1% 289 10.4% 323 11.3% 220 9.9% 251 10.4% 220 10% -23.9% -12.4% 6,083억
ND 현대모비스 (012330) : 파워트레인 종합
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
5.64 1.4 INF 13.2 10.48 142302 146722 138692 146553 140018 -1.6% -4.5% 6902 4.9% 5232 3.6% 5427 3.9% 6361 4.3% 9086 6.5% 31.6% 42.8% 235,277억
ND LG전자 (066570) : 파워트레인(모터,인버터), 인포테인먼트, 텔레메틱스, 램프
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-4.26 -2.01 -10.87 -16 -21.77 207094 231040 210959 216943 9967 4.8% 3130 1.4% 13354 6.3% 11961 5.5% 143,519억
ND 모트렉스 (118990) : 인포테인먼트, 자율주행 소프트웨어
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-3.8 3.08 INF -5.55 -18.32 1279 1061 1102 1289 177 13.8% 26 2.5% 109 9.9% 142 11% 2,583억
ND LG이노텍 (011070) : 카메라모듈, 라이다, PCB, V2X 통신모듈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-4.71 -6.59 -15.96 -28.34 -44.14 47636 75586 43336 45553 56851 19.3% 24.8% 1834 3.9% 4837 6.4% 1760 4.1% 1517 3.3% 1304 2.3% -28.9% -14% 39,263억
ND 나무가 (190510) : 카메라모듈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-6.62 -7.91 -11.66 -13.82 -20.16 722 957 1161 1116 1182 63.7% 5.9% 40 5.5% 63 6.6% 75 6.5% 36 3.2% 55 4.7% 37.5% 52.8% 1,836억
ND 엠씨넥스 (097520) : 카메라모듈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-6.25 3.63 -0.17 0 -21.23 2364 2528 2878 2257 2451 -15.1% 23% 104 4.4% 73 2.9% 152 5.3% 76 3.4% 31 1.3% 10300% 흑전 3,235억
ND 파트론 (091700) : 카메라모듈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-5.44 -4.91 -4.78 -5.96 -11.6 3088 3059 3708 3699 4202 2.5% 23.7% 135 4.4% 45 1.5% 161 4.3% 143 3.9% 197 4.7% -16.7% 60.7% 3,994억
ND 세코닉스 (053450) : 차량용 카메라 렌즈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-8.75 -6.58 -9.24 -0.2 -23.85 1332 1251 1219 1164 16.5% 7.9% 45 3.4% 38 3% 41 3.4% 40 3.4% 흑전 12.5% 755억
ND 퓨런티어 (370090) : 차량용 카메라 모듈 검사장비
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
11.8 40.43 30.78 11.4 3.86 108 49 98 100 30 151.2% -10% 15 13.9% -15 0% 0% 29 29% -28 0% 흑전 -11.8% 1,759억
ND 삼성전기 (009150) : 카메라모듈, PCB, MLCC
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-9.18 -9.8 -17.53 -18.29 -38.16 23609 23062 26243 25801 26153 10.8% 1.4% 1840 7.8% 1103 4.8% 1803 6.9% 2081 8.1% 2249 8.6% 22.2% 8.1% 79,772억
ND 삼화콘덴서 (001820) : MLCC
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-11.88 -14.67 -22.53 -17.3 -40.82 747 634 736 765 84 11.2% -4 0% 71 9.6% 76 9.9% 2,931억
ND 아모텍 (052710) : MLCC
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-13.61 -17.22 -6.44 -13.83 -47.68 477 462 655 543 -43 0% -141 0% 0.3% -61 0% 477억
ND 아비코전자 (036010) : 인버터, PCB(아비코테크)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-15.15 -16.13 -21.24 -20.67 -50.51 309 273 296 321 300 -2.9% -6.5% -8 0% -24 0% -15 0% -7 0% -13 0% 적자 적자 584억
ND PI첨단소재 (178920) : PI/FCCL
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-10.65 -21.55 -20.98 -22.86 -50.31 614 534 518 737 707 15.1% -4.1% 42 6.8% 11 2.1% 24 4.6% 177 24% 121 17.1% 188.1% -31.6% 4,757억
ND 뉴프렉스 (085670) : FPCB
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-10.85 -15.36 -27.77 -4.31 -25.34 508 523 509 415 61 12% 53 10.1% 48 9.4% 40 9.6% 1,084억
ND 비에이치 (090460) : FPCB, EV충전모듈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-7.6 -11.3 -11.61 -22.91 -43.89 4561 5166 2989 4685 4992 9.4% 6.6% 508 11.1% 153 3% 84 2.8% 313 6.7% 526 10.5% 3.5% 68.1% 5,114억
ND LG디스플레이 (034220) : 디스플레이
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-5.77 -9.4 -8.8 -8.37 -23.85 47853 73959 52530 67082 68213 42.5% 1.7% -6621 0% 1317 1.8% -4694 0% -937 0% -806 0% 적자 적자 48,200억
ND 제이앤티씨 (204270) : 디스플레이 커버글라스
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-12.71 -26.52 -38.23 -14.27 -36.3 977 1127 1270 653 169 17.3% 52 4.6% 317 25% -208 0% 8,862억
ND 토비스 (051360) : 디스플레이 모듈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-11.9 -18.32 -11.02 -14.08 -16.11 1256 1284 1392 1627 1631 29.9% 0.2% 98 7.8% 51 4% 101 7.3% 160 9.8% 177 10.9% 80.6% 10.6% 2,753억
ND LS ELECTRIC (010120) : EV충전기, 솔루션
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-10.68 -3.42 -16.04 -2.55 -35.03 10226 10302 10386 11324 10212 -0.1% -9.8% 701 6.9% 680 6.6% 937 9% 1096 9.7% 665 6.5% -5.1% -39.3% 42,390억
ND SK시그넷 (260870) : EV충전기
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
ND 롯데정보통신 (286940) : EV충전기(자회사 이브이시스)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-16.12 -15.57 -14.82 -18.6 -29.49 2949 3463 2765 2865 2880 -2.3% 0.5% 161 5.5% 180 5.2% 89 3.2% 58 2% 83 2.9% -48.4% 43.1% 2,912억
ND 솔루엠 (248070) : 파워모듈
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-12.95 -11.32 -16.46 -15.21 -13.4 5291 3188 3848 3939 4722 -10.8% 19.9% 452 8.5% 148 4.6% 202 5.2% 205 5.2% 269 5.7% -40.5% 31.2% 8,500억
ND 신세계I&C (035510) : EV충전기
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-9.63 -12.33 -8.88 -3.18 -13.78 1480 1605 1571 1448 1441 -2.6% -0.5% 86 5.8% 118 7.4% 71 4.5% 105 7.3% 57 4% -33.7% -45.7% 1,517억
반도체
ND KEC (092220) : 전장용 전력반도체
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-13.62 -10.28 -14.44 -18.23 -37.25 521 459 609 676 608 16.7% -10.1% -65 0% -148 0% -16 0% 0.6% -56 0% 적자 적전 1,630억
ND 넥스트칩 (396270) : 차량용 카메라용 반도체
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
6.67 15.59 26.98 96.64 18.29 45 48 60 66 91 102.2% 37.9% -41 0% -66 0% -46 0% -42 0% -37 0% 적자 적자 2,749억
ND 대덕전자 (353200) : 차량용 FC-BGA
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-12.04 -7.14 -13.93 -17.44 -30.13 2378 2344 2148 2382 2327 -36% 8.2% 14 0.6% 64 2.7% -29 0% 109 4.6% 92 4% -98.2% -75% 7,906억
ND 아이에이 (038880) : 차량용 반도체
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-8.96 -9.41 -19.03 -17.19 -24.38 174 120 126 134 5.2% -84 0% -16 0% -6 0% 577억
ND 유니퀘스트 (077500) : 자율주행 반도체
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-7.47 -6.18 -10.57 -6.28 -23.08 1626 1807 1721 1710 87 5.4% 104 5.8% 85 4.9% 91 5.3% 958억
ND 이수페타시스 (007660) : 차량용 마더보드(MLB)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-27.15 -32.55 -42.57 -33.2 -50.75 1662 1733 1996 2047 -2.6% 1.5% 132 7.9% 104 6% 229 11.5% 275 13.4% -61.5% -27.5% 15,526억
ND 칩스앤미디어 (094360) : 차량용 반도체 IP하우스
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-8.79 -8.4 -10.94 -4.39 -38.32 70 73 49 60 70 0% 16.7% 20 28.6% 22 30.1% 0% 10% 17 24.3% -15% 183.3% 2,677억
ND 텔레칩스 (054450) : 차량용 반도체(IVI, ADAS) 팹리스
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-11.46 -10.36 -16.71 -10.29 -41.63 525 443 454 460 476 -9.3% 3.5% 65 12.4% 21 4.7% 10 2.2% 11 2.4% 14 2.9% -78.5% 27.3% 1,743억
ND 해성디에스 (195870) : 차량용 반도체 부품(리드프레임)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-14.34 -17.54 -25.71 -18.15 -50.5 1555 1451 1549 1535 1494 -30.7% -13.2% 194 12.5% 163 11.2% 209 13.5% 180 11.7% 117 7.8% -66.2% -45.7% 3,757억
ND 현우산업 (092300) : 차량용 PCB
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-9.38 -7.08 -15.23 -15.37 -31 630 625 564 544 49 7.8% 44 7% 37 6.6% 26 4.8% 478억
소프트웨어
ND 아모센스 (357580) : 스마트키 모듈 및 소프트웨어, 보안
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-9.02 -11.1 -16.11 -17.22 -37.31 224 309 299 699 10 4.5% -5 0% 0.7% 19 2.7% 701억
ND 오비고 (352910) : 스마트카 소트프웨어 플랫폼
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-3.19 -2.89 -2.74 3.91 -9.63 38 38 35 35 0% -1 0% -6 0% -13 0% 806억
ND 인포뱅크 (039290) : 커넥티드가 솔루션
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
ND 현대오토에버 (307950) : SI, 차량용 소프트웨어
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-6.99 -4.52 INF -19.53 -23.8 7458 8993 7313 9181 9046 21.3% -1.5% 452 6.1% 529 5.9% 307 4.2% 685 7.5% 525 5.8% 16.2% -23.4% 35,376억