전기차용 복합재료 시장 규모, 점유율 및 성장 예측(2026-2031년)

The global electric vehicle composites market is estimated at USD 3.15 billion in 2026 and is projected to reach USD 6.35 billion by 2031, at a CAGR of 15.1% during the forecast period.

Lightweighting is structurally important in electric vehicles because battery systems add substantial mass relative to comparable internal-combustion vehicles. Reducing non-battery mass can support range, payload, handling and efficiency while helping engineers maintain crash performance. Composite materials address this requirement through higher specific strength and stiffness than many conventional materials, together with corrosion resistance and the ability to consolidate multiple functions into molded structures. Battery systems have become one of the most visible adoption points. Teijin offers multi-material battery boxes with composite covers and trays. Avient highlights continuous-fiber reinforced thermoplastics and long-fiber thermoplastics for battery covers, housings and underbody protection. Kautex secured a 2025 order for a thermoplastic-composite lower battery housing for a major multi-brand battery-electric vehicle platform. This demonstrates that composite battery structures are moving into serial production rather than remaining confined to prototypes. The market remains distinct from the broader automotive-composites industry because only material and component revenue attributable to electric vehicles is included. It is also distinct from the EV battery-enclosure market. This report follows composite material demand across multiple EV applications, whereas a battery-enclosure report evaluates the complete enclosure component across metals, composites and hybrid constructions.

Market Drivers

• EV scale makes lightweighting a larger addressable materials opportunity. Global electric-car production reached nearly 22 million units in 2025. The International Energy Agency expects electric cars to represent around 29% of global car sales in 2026. This larger production base increases the addressable demand for battery housings, structural reinforcements, underbody protection and composite body components. The opportunity is not simply a function of vehicle volume. Battery-electric vehicles also create new structural packaging requirements that can be addressed through molded composite parts.
• Battery enclosures are accelerating the shift from demonstration to serial production. Battery housings require crash protection, fire resistance, sealing, electromagnetic shielding and structural stiffness while carrying a large mass low in the vehicle. This combination creates a strong case for composites and composite-metal hybrids. Kautex's 2025 OEM award for a thermoplastic-composite lower battery housing and Autoneum's 2026 composite battery-lid prototype demonstrate two different commercialization paths. One is structural metal replacement. The other is multifunctional component integration.
• Thermoplastics improve the high-volume manufacturing case. The historic limitation of advanced automotive composites has been cost and production speed. Continuous- and long-fiber thermoplastics can improve cycle times, enable overmolding and simplify part integration compared with traditional autoclave-based carbon-fiber processing. Avient highlights metal-replacement weight savings of up to 40% for selected continuous-fiber reinforced thermoplastic applications. These manufacturing attributes are important as EV composites move from low-volume premium vehicles toward mainstream platforms.

Market Restraints

• Cost, repairability and recycling continue to limit broader penetration. Composites compete against highly optimized steel and aluminium supply chains with established recycling, repair and joining processes. Carbon-fiber systems remain expensive for mainstream vehicle programs. Thermoset components can be harder to recycle. OEM adoption therefore depends on total system value rather than weight reduction alone. Composite suppliers increasingly need to demonstrate lower component count, integrated fire protection, corrosion resistance and manufacturability to justify displacement of incumbent metals.

Technology and Segment Insights

• Glass-fiber sheet molding compound remains one of the most commercially mature composite routes for EV components. It supports relatively high production rates and can incorporate flame-retardant formulations needed for battery covers and nearby structures. Teijin has long supplied glass-fiber composite battery covers and underbody components in automotive programs.
• Continuous-fiber reinforced thermoplastics combine structural reinforcement with thermoformability and overmolding compatibility. These materials can support battery housings, localized reinforcement and impact structures. They also enable recyclable material architectures and shorter molding cycles than many thermoset systems.
• Carbon-fiber reinforced polymer provides the highest weight-reduction potential but remains concentrated where performance justifies cost. Applications include premium body structures, chassis components, suspension-related parts and localized battery structures. Higher-rate compression and resin-transfer processes are gradually expanding the addressable automotive base.
• Composite-metal hybrid structures combine composite covers, trays or panels with aluminium or steel frames. The design approach allows engineers to place each material where it performs most efficiently. A 2026 SAE paper from Tata Steel evaluated a composite-metal hybrid battery enclosure under side impact, shock and underfloor loading. This reflects growing engineering interest in this architecture.
• The market is segmented by fiber type, resin type, application, vehicle type, manufacturing process and geography. Fiber types include glass fiber, carbon fiber, and aramid and other fibers. Resin types include thermoset and thermoplastic. Applications include battery enclosures and covers, body and chassis structures, underbody protection, interior and load-bearing components, and electrical and other EV components. Vehicle types include passenger battery electric vehicles, plug-in hybrid electric vehicles, commercial electric vehicles and other electric vehicles. Manufacturing processes include compression molding and sheet molding compound, injection and overmolding, resin transfer molding, and prepreg and other processes.
• Glass fiber remains the primary high-volume reinforcement because it provides a strong balance of cost, mechanical performance, flame-resistance compatibility and established molding processes. Carbon fiber is more relevant in premium and performance vehicles where aggressive lightweighting has higher economic value. Aramid and other fibers are used selectively for impact, puncture and thermal-protection applications.
• Thermoset systems remain important in sheet molding compound and structural compression-molded components, particularly battery covers and body panels. Thermoplastics are gaining strategic importance because they support faster cycle times, welding, overmolding, recyclability and more flexible end-of-life strategies. The material choice is increasingly linked to production scale rather than mechanical performance alone.
• Battery structures are among the most commercially significant applications because electrification creates a new large component that must satisfy crash, fire, sealing and weight requirements simultaneously. Body and chassis applications remain important for broader lightweighting. Underbody protection, load floors and reinforcement members offer opportunities for composites to combine impact resistance with corrosion-free operation.
• Passenger battery-electric vehicles provide the largest addressable volume because they dominate global EV production. Commercial electric vehicles create a smaller but attractive opportunity where payload and operating efficiency make weight reduction valuable. Premium performance EVs remain important for carbon-fiber adoption. Mass-market models increasingly favor glass-fiber and thermoplastic systems.
• Compression molding and sheet molding compound processes remain important for high-volume structural parts. Injection and overmolding processes support long-fiber thermoplastics and integrated features. Resin transfer molding and higher-performance prepreg processes remain relevant for carbon-fiber structures. Cycle-time reduction is essential for broader automotive adoption.

Competitive and Strategic Outlook

• The competitive landscape spans fiber manufacturers, resin and compound suppliers, composite processors and Tier 1 automotive component companies. Teijin, SGL Carbon, Toray, Mitsubishi Chemical, Syensqo, Hexcel and Owens Corning provide advanced material platforms. Kautex, Autoneum, Tata AutoComp, Rochling and other processors convert materials into battery, structural and protective components. Avient and Covestro contribute engineered thermoplastic and polyurethane-composite systems targeted at metal replacement and EV battery structures.
• Competitive advantage increasingly depends on moving beyond raw materials to validated automotive components. Suppliers that can combine material formulation, simulation, molding, joining, fire protection and serial-production capability are better positioned for OEM platform awards. High-volume recyclability and low-carbon material content are also becoming more important as vehicle manufacturers evaluate lifecycle emissions rather than vehicle-use emissions alone.
• Asia Pacific is the most important manufacturing region for EV composites because China produced roughly three-quarters of the world's electric cars in 2025. The region combines high EV production volumes with major battery, polymer, glass-fiber and carbon-fiber supply chains. China is the largest demand centre. Japan and South Korea contribute advanced material suppliers and automotive engineering capability. India is emerging as a growing production base with Tata AutoComp and other suppliers expanding composite solutions for EV battery covers and structural applications.
• The region's commercial mix favors scalable glass-fiber and thermoplastic systems because high-volume platforms require competitive cycle times and cost. Carbon fiber remains more concentrated in performance applications. Higher-rate processing and local material capacity could gradually broaden adoption. Battery housings, underbody protection and structural reinforcements are expected to remain key regional applications through 2031.
• Recent developments confirm accelerating market activity. In August 2026, a Frontiers review assessed composite mold design and high-volume manufacturing routes for new-energy-vehicle battery enclosures. In June 2026, Autoneum presented a next-generation composite battery lid for battery-electric vehicle packs at Battery Show Europe. In February 2026, Avient highlighted new long-fiber composite performance developments for automotive applications as part of its advanced-mobility portfolio. In January 2026, SAE published a Tata Steel study on structural design and simulation of a composite-metal hybrid EV battery enclosure. In July 2025, Kautex Textron secured an OEM order for a thermoplastic-composite lower battery housing for a major multi-brand BEV platform.

Conclusion

• The global electric vehicle composites market is growing steadily as EV production scales and lightweighting becomes more important. Growth is driven by battery enclosure demand, thermoplastic manufacturing advances and the need to offset battery mass. Battery housings and underbody protection remain among the strongest commercialization areas. Glass-fiber systems offer the clearest route to high-volume adoption. Carbon fiber remains concentrated in premium and performance applications. Cost, repairability and recycling remain the key restraints. Composite-metal hybrids and recyclable thermoplastics are shaping the technology direction. Asia Pacific remains the largest manufacturing base. The market is projected to grow from USD 3.15 billion in 2026 to USD 6.35 billion by 2031 at a CAGR of 15.1%.

Key Benefits of this Report

• Insightful Analysis: Detailed market insights across regions, customer segments, policies, socio-economic factors, consumer preferences, and industry verticals.
• Competitive Landscape: Understand strategic moves by key players to identify optimal market entry approaches.
• Market Drivers and Future Trends: Assess major growth forces and emerging developments shaping the market.
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Report Coverage

• Historical data from 2021 to 2024, Base year 2025, and Forecast years from 2026 to 2031
• Growth opportunities, challenges, supply chain outlook, regulatory framework, and trend analysis
• Competitive positioning, strategies, and market share evaluation, and trade analysis
• Revenue growth and forecast assessment across segments and regions
• Company profiling including strategies, products, financials, and key developments

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

• 2.1. Market Overview
• 2.2. Market Segmentation

3. BUSINESS LANDSCAPE

• 3.1. Market Drivers
  • 3.1.1. EV Scale Makes Lightweighting a Larger Addressable Materials Opportunity
  • 3.1.2. Battery Enclosures Are Accelerating the Shift from Demonstration to Serial Production
  • 3.1.3. Thermoplastics Improve the High-Volume Manufacturing Case
• 3.2. Market Restraints
  • 3.2.1. Cost, Repairability and Recycling Continue to Limit Broader Penetration
• 3.3. Market Opportunities
• 3.4. Porter's Five Forces Analysis
• 3.5. Industry Value Chain Analysis
• 3.6. Automotive Safety and Material Requirements

4. TECHNOLOGICAL OUTLOOK

• 4.1. Glass-Fiber Sheet Molding Compound
• 4.2. Continuous-Fiber Reinforced Thermoplastics
• 4.3. Carbon-Fiber Reinforced Polymer
• 4.4. Composite-Metal Hybrid Structures

5. GLOBAL ELECTRIC VEHICLE COMPOSITES MARKET BY FIBER TYPE

• 5.1. Glass Fiber
• 5.2. Carbon Fiber
• 5.3. Aramid and Other Fibers

6. GLOBAL ELECTRIC VEHICLE COMPOSITES MARKET BY RESIN TYPE

• 6.1. Thermoset
• 6.2. Thermoplastic

7. GLOBAL ELECTRIC VEHICLE COMPOSITES MARKET BY APPLICATION

• 7.1. Battery Enclosures and Covers
• 7.2. Body and Chassis Structures
• 7.3. Underbody Protection
• 7.4. Interior and Load-Bearing Components
• 7.5. Electrical and Other EV Components

8. GLOBAL ELECTRIC VEHICLE COMPOSITES MARKET BY VEHICLE TYPE

• 8.1. Passenger Battery Electric Vehicles
• 8.2. Plug-in Hybrid Electric Vehicles
• 8.3. Commercial Electric Vehicles
• 8.4. Other Electric Vehicles

9. GLOBAL ELECTRIC VEHICLE COMPOSITES MARKET BY MANUFACTURING PROCESS

• 9.1. Compression Molding / SMC
• 9.2. Injection and Overmolding
• 9.3. Resin Transfer Molding
• 9.4. Prepreg and Other Processes

10. GLOBAL ELECTRIC VEHICLE COMPOSITES MARKET BY GEOGRAPHY

• 10.1. North America
  • 10.1.1. United States
  • 10.1.2. Canada
  • 10.1.3. Mexico
• 10.2. South America
  • 10.2.1. Brazil
  • 10.2.2. Argentina
  • 10.2.3. Rest of South America
• 10.3. Europe
  • 10.3.1. Germany
  • 10.3.2. United Kingdom
  • 10.3.3. France
  • 10.3.4. Italy
  • 10.3.5. Rest of Europe
• 10.4. Middle East and Africa
  • 10.4.1. Saudi Arabia
  • 10.4.2. United Arab Emirates
  • 10.4.3. South Africa
  • 10.4.4. Rest of Middle East and Africa
• 10.5. Asia Pacific
  • 10.5.1. China
  • 10.5.2. Japan
  • 10.5.3. India
  • 10.5.4. South Korea
  • 10.5.5. Rest of Asia Pacific

11. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 11.1. Major Players and Strategy Analysis
• 11.2. Market Share Analysis
• 11.3. Product Development, Contracts and Collaborations
• 11.4. Competitive Dashboard

12. COMPANY PROFILES

• 12.1. Teijin Limited
• 12.2. SGL Carbon SE
• 12.3. Toray Industries, Inc.
• 12.4. Mitsubishi Chemical Group Corporation
• 12.5. Syensqo
• 12.6. Hexcel Corporation
• 12.7. Owens Corning
• 12.8. Avient Corporation
• 12.9. Covestro AG
• 12.10. Kautex Textron GmbH & Co. KG
• 12.11. Autoneum Holding AG
• 12.12. Rochling SE & Co. KG
• 12.13. Tata AutoComp Systems Limited
• 12.14. Mar-Bal, Inc.
• 12.15. Exel Composites Plc
• 12.16. ElringKlinger AG
• 12.17. PPG Industries, Inc.
• 12.18. SABIC

13. RECENT DEVELOPMENTS

14. APPENDIX

• 14.1. Currency
• 14.2. Assumptions
• 14.3. Base and Forecast Years Timeline
• 14.4. Abbreviations