자동차용 경량 소재 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the automotive lightweight material market size is projected to expand from USD 78.89 billion in 2025 and USD 83.17 billion in 2026 to USD 110.06 billion by 2031, registering a CAGR of 5.76% between 2026 and 2031.

This report is Segmented by Material Type (Metals, Polymers and Composites, and More), Application (Body-In-White, Chassis and Suspension, Powertrain and Drivetrain, and More), Vehicle Type (Passenger Cars, Light Commercial Vehicles, and More), and Geography (Asia-Pacific, North America, Europe, South America, Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Automotive Lightweight Material Market Trends and Insights

Growing Demand for Fuel-Efficiency and CO2-Reduction

Lifecycle-carbon accounting now prioritizes materials made with low-emission energy and a high recycled content. The European Union has set a target to significantly cut fleet carbon dioxide emissions by 2030. Importantly, the European Union will phase out super-credits after 2027, pushing automakers to make real reductions in emissions rather than depending on regulatory loopholes. In a move underscoring this trend, Mercedes-Benz has integrated low-emission aluminum into its electric compact luxury automobile, leading to a marked decrease in the vehicle's lifecycle emissions. China's dual-credit system offers extra points for battery-electric models with lower curb weight. This incentive promotes the use of magnesium die castings and thermoplastic composites in compact platforms. Toyota has committed to increasing the use of recycled material by weight starting in 2030, highlighting the strategic importance of recycling. Reducing the weight of a battery-electric vehicle enhances its range and lowers battery costs, improving overall cost-of-ownership advantages.

Rising Adoption of Electric and Hybrid Vehicles

Battery packs are reshaping material economics: European battery-electric vehicles are set to increase aluminum usage, particularly in enclosures and motor housings. Giga-casting technology is consolidating multiple stamped parts into a single rear-floor module, leading to notable weight reductions and simplified welding. The use of composite battery enclosures is on the rise, with carbon fiber reinforced polymer providing significant weight savings over steel and added electromagnetic shielding. Chinese automakers are skipping traditional body-in-white lines in favor of advanced high-capacity presses, greatly speeding up their product cycles. With hybrids featuring both an engine and a battery, adopting lightweight closures and Advanced High-Strength Steel structures becomes vital to counterbalance the extra weight from the dual powertrain.

High Cost of Advanced Composites and Alloys

Carbon-fiber polymers, which are significantly more expensive than high-strength steel, are primarily used in premium cars priced at the higher end of the market. Toray's innovative press-molding technique reduces production time considerably; however, it remains costlier than aluminum, limiting its broader adoption. Magnesium die castings provide notable weight reduction but are more expensive, restricting their application mainly to sensor housings. In India, original equipment manufacturers focus on advanced high-strength steel and selective use of aluminum to achieve a balance between reducing vehicle weight and maintaining affordability, reflecting the region's sensitivity to pricing.

Other drivers and restraints analyzed in the detailed report include:

1. Stringent Global and Regional Vehicle-Weight Legislation
2. Lightweighting for AI-Sensor Payload in Autonomous Cars
3. Manufacturing and Repair Complexity

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Polymers and Composites dominated with 66.25% of the automotive lightweight material market share in 2025 and are projected to post a 6.56% CAGR from 2026 to 2031. Carbon-fiber enclosures, lighter than aluminum by a significant percentage, boost electric-vehicle range and reduce battery size. The automotive lightweight material market, focusing on polymers and composites, is expected to experience substantial growth from the latter part of this decade into the early 2030s, driven by the adoption of glass-fiber shields, wheel-arch liners, and underbody panels in mainstream models. Engineering plastics like polyamide and polypropylene benefit from BASF's chemically recycled Cycled feedstock, aligning with circular-content mandates without the need for requalification.

While metals held a notable share in recent years, they are still adapting. Aluminum leads in volume, thanks to established supply chains and its superior thermal conductivity, making it a top choice for battery housings. Advanced high-strength steels, known for their exceptional tensile strength, are now prioritized for crash-critical pillars and rails, allowing for localized thickness reduction without compromising weldability. Magnesium alloys, with a modest share, find their niche in steering and sensor housings, though oxidation control inflates casting costs. Due to its high cost, titanium is a luxury reserved for supercars. Looking ahead to the early 2030s, metals are set to maintain a significant portion of the automotive lightweight material market, as innovations like next-generation alloys and carbon-free smelting bridge the carbon gap with composites.

Geography Analysis

With Europe accounting for 35.70% of the automotive lightweight material market size in 2025, German original equipment manufacturers are optimizing performance to-cost ratios by rolling out aluminum giga-cast rear structures, advanced high-strength steel crash zones, and composite liftgates on the same platform. BMW's iX3 demonstrates that high-quality scrap, when paired with artificial intelligence defect detection, can meet safety-critical standards, as it incorporates a significant proportion of recycled aluminum in its wheel-carrier castings. These moves come as the European Union sets ambitious fleet carbon dioxide emission reduction targets, imposes tariffs on carbon-intensive imports, and mandates increased use of recycled content in manufacturing by the end of the decade.

Asia-Pacific will expand at a 7.12% CAGR from 2026 to 2031. China, with a significant primary-aluminum output, continues to tighten its supply ceiling. Yet, the nation leads in large-scale casting operations, utilizing high-capacity presses at plants for BYD, NIO, and Xiaomi. Over the coming years, extrusion capacity for automotive profiles is expected to grow substantially, driven by the increasing adoption of battery electric vehicle platforms. Japan is advancing techniques for the rapid welding of thermoplastic composites. Meanwhile, India, aiming to achieve a notable share of electric vehicle penetration by the end of the decade, is investing in advanced high-strength steel cold-rolling and aluminum production to strengthen its localized supply chain.

North America captured a significant portion of the market, supported by local-content mandates under the United States-Mexico-Canada Agreement and incentives for battery sourcing introduced by the Inflation Reduction Act. Novelis is set to commission a major mill in the United States in the latter half of the decade, which will supply automotive sheet and enclosure stock to leading manufacturers such as Tesla, General Motors, and Ford. Mexico is emerging as a key hub for large-scale casting operations to support regional supply chains. At the same time, Canada is piloting carbon-free smelting technology under the ELYSIS initiative, aiming to differentiate itself based on embodied-carbon metrics.

1. Alcoa Corporation
2. ArcelorMittal
3. BASF
4. Constellium SE
5. Covestro AG
6. Dow Inc.
7. Hexcel Corporation
8. Hydro Aluminium ASA
9. JFE Steel Corporation
10. Jushi Group Co., Ltd.
11. LyondellBasell Industries N.V.
12. Nippon Steel Corporation
13. Novelis
14. Owens Corning
15. POSCO
16. SABIC
17. SGL Carbon SE
18. Solvay S.A.
19. Tata Steel Ltd.
20. Teijin Ltd.
21. Thyssenkrupp AG
22. Toray Industries, Inc.
23. UACJ Corporation

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Growing demand for fuel-efficiency and CO2-reduction
  • 4.2.2 Rising adoption of electric and hybrid vehicles
  • 4.2.3 Stringent global and regional vehicle-weight legislation
  • 4.2.4 Lightweighting for AI-sensor payload in autonomous cars
  • 4.2.5 Circular-economy credits for embedded-carbon reduction
• 4.3 Market Restraints
  • 4.3.1 High cost of advanced composites and alloys
  • 4.3.2 Manufacturing and repair complexity
  • 4.3.3 Supply-chain volatility in critical minerals
• 4.4 Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Material Type
  • 5.1.1 Metals
    • 5.1.1.1 Aluminum
    • 5.1.1.2 High-Strength Steel (AHSS/UHSS)
    • 5.1.1.3 Magnesium Alloys
    • 5.1.1.4 Titanium Alloys
  • 5.1.2 Polymers and Composites
    • 5.1.2.1 Carbon-Fiber-Reinforced Polymer (CFRP)
    • 5.1.2.2 Glass-Fiber-Reinforced Polymer (GFRP)
    • 5.1.2.3 Engineering Plastics
  • 5.1.3 Elastomers
• 5.2 By Application
  • 5.2.1 Body-in-White
  • 5.2.2 Chassis and Suspension
  • 5.2.3 Powertrain and Drivetrain
  • 5.2.4 Interior Components
  • 5.2.5 Exterior/Trim
  • 5.2.6 Battery Enclosures and Thermal Systems
• 5.3 By Vehicle Type
  • 5.3.1 Passenger Cars
  • 5.3.2 Light Commercial Vehicles
  • 5.3.3 Heavy Commercial Vehicles
  • 5.3.4 Electric and Hybrid Vehicles
• 5.4 By Geography
  • 5.4.1 Asia-Pacific
    • 5.4.1.1 China
    • 5.4.1.2 India
    • 5.4.1.3 Japan
    • 5.4.1.4 South Korea
    • 5.4.1.5 Rest of Asia-Pacific
  • 5.4.2 North America
    • 5.4.2.1 United States
    • 5.4.2.2 Canada
    • 5.4.2.3 Mexico
  • 5.4.3 Europe
    • 5.4.3.1 Germany
    • 5.4.3.2 United Kingdom
    • 5.4.3.3 France
    • 5.4.3.4 Italy
    • 5.4.3.5 Rest of Europe
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 Rest of South America
  • 5.4.5 Middle-East and Africa
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 South Africa
    • 5.4.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Key Strategic Moves
• 6.3 Market Share(%)/Ranking Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products and Services, and Recent Developments)
  • 6.4.1 Alcoa Corporation
  • 6.4.2 ArcelorMittal
  • 6.4.3 BASF
  • 6.4.4 Constellium SE
  • 6.4.5 Covestro AG
  • 6.4.6 Dow Inc.
  • 6.4.7 Hexcel Corporation
  • 6.4.8 Hydro Aluminium ASA
  • 6.4.9 JFE Steel Corporation
  • 6.4.10 Jushi Group Co., Ltd.
  • 6.4.11 LyondellBasell Industries N.V.
  • 6.4.12 Nippon Steel Corporation
  • 6.4.13 Novelis
  • 6.4.14 Owens Corning
  • 6.4.15 POSCO
  • 6.4.16 SABIC
  • 6.4.17 SGL Carbon SE
  • 6.4.18 Solvay S.A.
  • 6.4.19 Tata Steel Ltd.
  • 6.4.20 Teijin Ltd.
  • 6.4.21 Thyssenkrupp AG
  • 6.4.22 Toray Industries, Inc.
  • 6.4.23 UACJ Corporation

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment
• 7.2 Advances in Multi-material Joining Technologies
• 7.3 Lightweighting of EV Platforms and Powertrains