전기자동차용 플라스틱 : 시장 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

According to Mordor Intelligence, the electric vehicle plastics market size is expected to increase from USD 3.92 billion in 2025 to USD 5.01 billion in 2026 and reach USD 17.32 billion by 2031, growing at a CAGR of 28.16% over 2026-2031.

This report is Segmented by Resin Type (Polypropylene, and More), Processing Method (Injection Molding, Blow Molding, and More), Vehicle Propulsion Type (Battery Electric Vehicles (BEVs), and More), Application (Exterior and Interior), and Geography (Asia-Pacific, North America, Europe, South America, and the Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Electric Vehicle Plastics Market Trends and Insights

Rising Global EV Production and Adoption

Global electric-vehicle sales climbed to 20.7 million units in 2025, a 20% jump year-on-year, anchored by China's 12.9 million units. Such a scale compresses material-qualification windows from 24 to 12 months, pushing resin suppliers to pre-approve grades with multiple OEMs in parallel. The surge fragments demand by propulsion architecture, forcing compounders to stock both premium polycarbonate for battery-electric modules and cost-sensitive ABS for hybrid trims. China's dual-credit scheme, worth up to 5.6 credits per BEV in 2026, is already creating spot shortages of flame-retardant polyamide in the Pearl River Delta. Tier-one suppliers calculate that every additional million EVs consumes 12,000-15,000 tons of engineering plastics, a ratio expected to hold through 2028.

Lightweighting Imperative to Extend Range

Replacing aluminum with glass-fiber-reinforced polyamide in battery trays cuts 8-12 kg per vehicle, extending range 2-3 km under WLTP, enough to shift models past key psychological thresholds. BASF's UL 94 V-0-rated Ultramid Advanced N3U42G6 lets designers remove a further 15% mass from 800-V connector housings without losing dielectric safety. The imperative intensifies in Eastern Europe, where 62% of shoppers still cite range anxiety as the top barrier. Lightweighting cascades into suspension: swapping steel links for PA66-GF50 trims unsprung mass, enabling smaller dampers that shave another 2-3 kg. China's 15.1 kWh/100 km cap for a 2-ton car, effective January 2026, essentially mandates polymer substitution in at least three vehicle systems.

High Cost of Advanced Engineering Polymers (PEEK, PPS)

PEEK and PPS trade at USD 45-65/kg and USD 18-28/kg, respectively, versus USD 3.5-5.5/kg for PA6-GF, restricting their use to connectors and slot liners that must survive greater than or equal to 200°C. Toray's PPS grew at 7% CAGR between 2024 and 2026, yet it stays below 15 kilotons global volume because OEMs ration usage to sub-200 gram parts. Production economics remain unfavorable: PEEK synthesis at 320°C under inert atmosphere drives costs 12-fold above PA66. Substitution trials replacing PEEK with PPA failed Volkswagen's 145°C thermal-cycling tests in 2024. Cost pressure is most acute in India, where less than or equal to USD 25,000 BEV price points force a shift to PA9T, sacrificing 15% dielectric margin.

Other drivers and restraints analyzed in the detailed report include:

1. Tightening CO2/Efficiency Regulations
2. Cell-to-Pack Designs Need Flame-Retardant Housings
3. End-of-Life Recycling and Material-Compatibility Gaps

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

Segment Analysis

Polyurethane retained 33.15% share of the electric vehicle plastics market size in 2025, reflecting its dual function as structural foam and potting for cell-to-pack batteries. Huntsman's Shokless 2.0 foam passed UL 94 V-0 at 12 mm and secured CATL's Qilin battery business by halting thermal propagation in nail-penetration tests. Polyamide is projected to expand at a 29.31% CAGR for the forecast period (2026-2031), displacing PA66 with PA6 that processes at lower temperatures, trims cycle time 12%, and extends hydrolysis life beyond 100,000 hours per BASF Ultramid Endure trials.

Polycarbonate holds mid-teens share and wins transparent battery covers and panoramic roofs, with Covestro's 50% bio-attributed Makrolon RE landing BMW and Mercedes orders in 2025. ABS remains the interior trim workhorse despite a 15% density penalty versus PP; Trinseo's 30% PCR Emerge 3000 is gaining European traction as OEMs chase 25% recycled mandates. Long-glass-fiber PP, such as SABIC's Stamax, now molds 9-kg battery enclosures in a single shot, challenging PA66 in some cost-driven programs. Niche engineering plastics, PEEK, PPS, and LCP, collectively under 5% electric vehicle plastics market share, remain indispensable for 800-V connectors and slot liners; Syensqo's Ajedium PEEK enabled 30% thinner insulation on Lucid's tri-motor Air Sapphire.

Injection molding accounted for 45.20% electric vehicle plastics market share in 2025 and is poised to rise at 29.45% CAGR during the forecast period (2026-2031), owing to +-0.03 mm tolerances essential for HV connectors. Engel's all-electric e-motion presses eliminated shot-weight variability, enabling Volkswagen's Zwickau plant to boost battery-tray output 33% in 2025. Extrusion (~25% share) dominates cable sheathing; Evonik's Vestamid HTplus co-extrudes PA outer/TPU inner layers to maintain flexibility to -40°C.

Blow-molding remains a niche for fluid reservoirs, while thermoforming serves large interior panels where 90s cycles trump injection's tooling cost. Compression-molded SMC underbody shields offer specific stiffness 2 times that of aluminum but suffer 3-5 min cure cycles. Additive manufacturing still has less share, yet Vexma's MJF-printed PA12 prototypes cut tool lead-time from 12 weeks to 48 h, accelerating OEM validation loops.

Geography Analysis

Asia-Pacific dominated with 43.20% of the electric vehicle plastics market size in 2025, buoyed by China's 11.76 million NEV output and vertical integration into 70% of global phosphorus FR capacity. Kingfa's 100 kilotons PA facility in Guangdong now feeds BYD's blade battery and CATL's Qilin pack, lifting regional polymer content per vehicle by 22%. Japan contributes high-value PPS and bio-PC grades with 25-40% price premiums, while South Korea's LG Chem added 30 kilotons of polycarbonate at Yeosu for Hyundai-Kia's 800 V E-GMP. India lures investment via Covestro's 2025 Pune PU system house to serve Tata's EV ramp, and Thailand offers eight-year tax holidays for compounding plants geared to 725,000-unit EV output by 2030.

North America gains from the Inflation Reduction Act's 50% domestic-content rule that anchored BASF's USD 150 million PA expansion in Michigan and DuPont's 25 kilotons PA66 line in Delaware. Mexican compounding under USMCA fulfills "domestic" status, letting Celanese's Queretaro plant feed GM's Ultium packs. Canada's cold-soak needs drive Lanxess Durethan PA6 adoption in Ford's F-150 Lightning. EPA 2027-2032 rules could lift the United States polymer demand by up to 220 kilotons/year.

Europe faces recycling hurdles: FR-PA loses 15-25% toughness after one loop, yet Regulation 2023/1542 mandates 63% collection by 2027. Lanxess opened an 8 kilotons PA6-PCR line in Germany for VW's ID series, while Arkema's bio-based PA11 answers Scope 3 goals at Renault and Stellantis. Post-Brexit United Kingdom aligns with EU rules to dodge 10% tariffs under the TCA, forcing Jaguar Land Rover to meet 45% local-content thresholds. Nordic BEV saturation lifts per-capita polymer intensity, whereas Russia's sub-5,000-unit EV market remains immaterial.

The Middle East and Africa show the fastest pace at 29.51% CAGR; Lucid's 155,000-unit Jeddah plant and UAE's 50% EV-sales target by 2050 trigger local-content rules favoring regional compounding. Brazil's 35% import tariff spurs BASF's 15 kilotons PA expansion in Guaratingueta. South Africa's load-shedding adds USD 0.15-0.25/kg to molding costs, eroding its labor edge.

1. Asahi Kasei Corporation
2. BASF
3. Borealis GmbH
4. Celanese Corporation
5. Covestro AG
6. Dow
7. DuPont
8. Envalior
9. Evonik Industries AG
10. Huntsman International LLC
11. INEOS AG
12. Kingfa Science & Technology Limited
13. LANXESS
14. LG Chem
15. LyondellBasell Industries Holdings B.V.
16. Rohm GmbH
17. RTP Company
18. SABIC
19. Solvay S.A.
20. TORAY INDUSTRIES, INC.
21. Sumitomo Chemical Co., Ltd.

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 Rising global EV production and adoption
  • 4.2.2 Lightweighting imperative to extend range
  • 4.2.3 Tightening CO2/efficiency regulations
  • 4.2.4 Cell-to-pack designs need flame-retardant housings
  • 4.2.5 Demand for dielectric-robust polymers for greater than or equal to 800 V systems
• 4.3 Market Restraints
  • 4.3.1 High cost of advanced engineering polymers (PEEK, PPS)
  • 4.3.2 End-of-life recycling and material-compatibility gaps
  • 4.3.3 Supply volatility of phosphorus-based FR additives
• 4.4 Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Porter's Five Forces
  • 4.6.1 Bargaining Power of Suppliers
  • 4.6.2 Bargaining Power of Buyers
  • 4.6.3 Threat of New Entrants
  • 4.6.4 Threat of Substitutes
  • 4.6.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Resin Type
  • 5.1.1 Polypropylene (PP)
  • 5.1.2 Polyamide (PA)
  • 5.1.3 Polycarbonate (PC)
  • 5.1.4 Acrylonitrile-Butadiene-Styrene (ABS)
  • 5.1.5 Polyurethane (PU)
  • 5.1.6 Polyvinyl Chloride (PVC)
  • 5.1.7 Other Engineering Plastics (PEEK, PPS, etc.)
• 5.2 By Processing Method
  • 5.2.1 Injection Molding
  • 5.2.2 Extrusion
  • 5.2.3 Blow Molding
  • 5.2.4 Thermoforming
  • 5.2.5 Compression Molding
  • 5.2.6 Additive Manufacturing/3-D Printing
• 5.3 By Vehicle Propulsion Type
  • 5.3.1 Battery Electric Vehicles (BEVs)
  • 5.3.2 Plug-in Hybrid Electric Vehicles (PHEVs)
  • 5.3.3 Hybrid Electric Vehicles (HEVs)
• 5.4 By Application
  • 5.4.1 Exterior Components
  • 5.4.2 Interior Components
• 5.5 By Geography
  • 5.5.1 Asia-Pacific
    • 5.5.1.1 China
    • 5.5.1.2 India
    • 5.5.1.3 Japan
    • 5.5.1.4 South Korea
    • 5.5.1.5 ASEAN Countries
    • 5.5.1.6 Rest of Asia-Pacific
  • 5.5.2 North America
    • 5.5.2.1 United States
    • 5.5.2.2 Canada
    • 5.5.2.3 Mexico
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 NORDIC Countries
    • 5.5.3.8 Rest of Europe
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle-East and Africa
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 South Africa
    • 5.5.5.4 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 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 Asahi Kasei Corporation
  • 6.4.2 BASF
  • 6.4.3 Borealis GmbH
  • 6.4.4 Celanese Corporation
  • 6.4.5 Covestro AG
  • 6.4.6 Dow
  • 6.4.7 DuPont
  • 6.4.8 Envalior
  • 6.4.9 Evonik Industries AG
  • 6.4.10 Huntsman International LLC
  • 6.4.11 INEOS AG
  • 6.4.12 Kingfa Science & Technology Limited
  • 6.4.13 LANXESS
  • 6.4.14 LG Chem
  • 6.4.15 LyondellBasell Industries Holdings B.V.
  • 6.4.16 Rohm GmbH
  • 6.4.17 RTP Company
  • 6.4.18 SABIC
  • 6.4.19 Solvay S.A.
  • 6.4.20 TORAY INDUSTRIES, INC.
  • 6.4.21 Sumitomo Chemical Co., Ltd.

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment
• 7.2 Growth in bio-based and recyclable plastics
• 7.3 High-performance plastics for solid-state batteries