유럽의 자동차용 열가소성 폴리머 복합재료 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the Europe automotive thermoplastic polymer composites market size is estimated at USD 2.45 billion in 2025 and is estimated to grow from USD 2.59 billion in 2026 to USD 3.48 billion by 2031, at a CAGR of 6.08% during the forecast period (2026-2031).

This report is Segmented by Manufacturing Process (Injection Molding and More), Application (Structural Components and More), Product Form (Short Fiber Thermoplastics and More), Vehicle Type (Passenger Cars and More), and Country (Germany, United Kingdom, France, Italy, Spain, NORDIC Countries, Russia, and Rest of Europe). The Market Forecasts are Provided in Terms of Value (USD).

Europe Automotive Thermoplastic Polymer Composites Market Trends and Insights

EU Fleet CO2 Compliance and Vehicle Lightweighting

The December 2025 Automotive Package retained fleet-emissions requirements, including a 90% CO2 reduction objective from 2021 levels for new passenger cars by 2035. It also retained the 2025 fleet average target of 93.6 g CO2/km for new passenger cars while allowing a limited flexibility corridor for some internal combustion and hybrid vehicles. Manufacturers that exceed fleet targets may face a EUR 95 charge for every g CO2/km above the target for each vehicle sold. A 100 kg weight reduction can lower CO2 emissions from internal combustion engine (ICE) vehicles by 8 to 12 g/km and extend battery-electric driving range by 6 to 10 km. These benefits keep lightweighting relevant across new electric platforms and carryover combustion-engine platforms in the Europe automotive thermoplastic polymer composite market. Material qualification under EU type-approval rules also supports suppliers with established OEM approvals.

EV Battery Mass Offset Through Composite Components

Battery packs add 250 to 600 kg to modern battery-electric vehicles, increasing the need for mass savings in body, closure, and module designs. Thermoplastic battery enclosures and structural covers provide a route for the Europe automotive thermoplastic polymer composite market to address this requirement. The GroKuBat consortium developed a thermoplastic fiber-composite battery housing that reduced weight by 15% compared to an aluminum reference and lowered life-cycle CO2 emissions by 25%. The project also demonstrated production cycle times of less than 2 minutes, supported by pole-impact simulations and physical tests. A separate over-molded battery-cover demonstration combined carbon fiber reinforced thermoplastic (CFRTP) organosheet inserts and long-fiber thermoplastic resin in a component measuring 1.3 m by 1.8 m, with cycle times of less than 90 seconds. Suppliers that complete fire-resistance and structural-integrity qualifications can improve their market position as thermal-runaway containment becomes a material-selection requirement.

Automotive Production Volatility and European Capacity Relocation

European thermoplastic composite production totaled 1,329 kilotons in 2025, down 2.9% from 1,368 kilotons in 2024. Transportation accounted for more than 60% of this output, linking demand in the Europe automotive thermoplastic polymer composite market to vehicle production. Production shifts can affect purchasing patterns for Tier-1 and Tier-2 composite suppliers, particularly when structural programs require proximity to compression-molding presses. Relocating assembly to lower-cost European locations can increase logistics costs and disrupt just-in-time supply arrangements. Smaller suppliers may need additional capital to establish manufacturing operations near relocated programs. As a result, customer concentration can increase exposure to a single OEM program or local plant decision.

Other drivers and restraints analyzed in the detailed report include:

1. Recyclable, Weldable, and High-Throughput Thermoplastic Processing
2. OEM Demand for Complex, Integrated Modules
3. High Cost of Carbon Fiber and High-Performance Resins

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

Segment Analysis

Injection molding held 35.56% of the Europe automotive thermoplastic polymer composite market in 2025. This position reflected decades of OEM tooling investment across European vehicle programs. The process produces complex, multi-gate, wall-integrated components with cycle times of 60 to 90 seconds. These cycle times align with the scale and cost requirements of established passenger-car production. Interior trim, under-hood brackets, and housings remain core applications for the process. Manufacturers use injection molding where parts require detailed geometry and repeatable dimensions. Battery-component overmolding is also becoming increasingly relevant in newer vehicle designs. A one-shot operation can combine a structural insert, housing wall, and connector interface. This integration eliminates assembly joints that can become potential failure points. The mature equipment base gives converters a practical route to introduce fiber-reinforced formulations without redesigning the entire production system. This advantage matters because established European programs require materials that fit existing presses, tooling practices, and quality routines while meeting the unit-cost expectations of large-scale vehicle production. This position does not eliminate the need for engineering work, but it gives converters a clear path to introduce improved fiber reinforcement, recycled content, or redesigned part functions while retaining the process knowledge that OEM teams already understand.

Compression molding is forecast to record the highest process growth, at a 6.86% CAGR from 2026 to 2031. It is gaining ground in Long Fiber Thermoplastic (LFT) and glass-mat thermoplastic floor modules, underbody shields, and battery housings. These applications require larger structural parts than many conventional injection-molded components. The LFT-D route feeds continuous fibers into a twin-screw extruder before the press. This process preserves fiber length and avoids handling a separate semi-finished product. It can therefore support structural performance while reducing process complexity. GroKuBat used compression molding for a battery housing in a layout designed around waste-free rectangular semi-finished products. This example supports the use of compression molding for large-format battery structures in the Europe automotive thermoplastic polymer composite market. Resin transfer molding and vacuum infusion continue to serve lower-output continuous-fiber applications. Hand layup remains limited to specialized uses, while ISO 16750 testing continues to govern component validation across process types. This compliance burden favors established converters that can demonstrate repeatable part performance across environmental exposure, mechanical loading, and long vehicle program timelines. Compression molding, therefore, does more than produce lighter parts. Its role also depends on whether a supplier can consistently manufacture a large structural component within the production window required by an original equipment manufacturer (OEM). This combination of processing speed, fiber retention, and qualification experience explains the process's position in the growth market.

Structural components accounted for 33.11% of the Europe automotive thermoplastic polymer composite market size in 2025. Demand for fiber-reinforced crash-management rails, crossmembers, and battery-housing structures supported this position. These components must control weight while maintaining their required load-bearing function. They must also meet demanding crash-management requirements. The European New Car Assessment Program (Euro NCAP) performance expectations are particularly relevant to battery structures and reinforcement components. GroKuBat demonstrated that a compression-molded thermoplastic FRP battery housing could meet pole-impact criteria during testing. The project showed that thermoplastic composites can be used in more demanding structural positions. It also created a reference case for battery housing qualification. A single composite structure can combine functions that several metal parts previously handled. This makes early cooperation among resin suppliers, converters, and OEM design teams essential, as component geometry, fiber orientation, joining methods, and battery-system interfaces must be resolved before a program enters series production. The structural opportunity is therefore strongest where a composite solution replaces several metal parts or removes a later assembly stage. It depends less on simple material substitution and more on a coordinated design choice that addresses weight, crash performance, production method, and qualification requirements together.

Interior components are forecast to grow at a 6.97% CAGR from 2026 to 2031. Instrument panels, door liners, and overhead systems are adopting bio-composites and recycled-content formulations. These materials can meet sustainability requirements while retaining compatibility with established injection-molding processes. Materi'act placed IniCycled-P into series production for the Renault Master instrument panel in 2025. The compound contains 20% recycled end-of-life vehicle polypropylene. It also reported 24% lower CO2 emissions than a virgin polypropylene baseline. Powertrain applications use high-temperature engineering polyamides, including BASF Ultramid Advanced N3U42G6 for high-voltage electric-vehicle connectors. Exterior applications use mold-in-color polymethyl methacrylate (PMMA) and glass-fiber thermoplastic fascias. Other applications include underbody shields, battery enclosures, and front-end modules. This range of uses broadens the Europe automotive thermoplastic polymer composite market beyond conventional trim components because the same material family can serve visible interior surfaces, functional exterior parts, high-voltage connector systems, and other modules where durability and manufacturing compatibility are important. This diversity gives converters several routes to apply recycled or bio-based content without relying on a single vehicle part. It also makes existing injection-molding equipment more useful as OEMs bring circular-material requirements into broader interior programs.

Complete Report Scope:

• By Manufacturing Process
  • Injection Molding
  • Compression Molding
  • Resin Transfer Molding
  • Vacuum Infusion Processing
  • Hand Layup
• By Application
  • Structural Components
  • Powertrain Components
  • Interior Components
  • Exterior Components
  • Others (Underbody Shields, Battery Enclosures and Covers, Front-End Modules)
• By Product Form
  • Short Fiber Thermoplastics
  • Long Fiber Thermoplastics
  • Continuous Fiber Thermoplastics
  • Others (Glass Mat Thermoplastics, Organosheets, Prepregs and Composite Plates)
• By Vehicle Type
  • Passenger Cars
  • Commercial Vehicles
  • Others
• By Country
  • Germany
  • United Kingdom
  • France
  • Italy
  • Spain
  • NORDIC Countries
  • Russia
  • Rest of Europe

List of Companies Covered in this Report:

1. Arkema Group
2. Avient Corporation
3. BASF
4. Bcomp
5. Borealis GmbH
6. Celanese Corporation
7. Covestro AG
8. DuPont
9. Ensinger
10. Envalior
11. Hexcel Corporation
12. LANXESS
13. Mitsubishi Chemical Corporation
14. Rochling
15. SABIC
16. SGL Carbon
17. Solvay
18. Teijin Limited
19. TORAY INDUSTRIES, INC.

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 EU Fleet CO2 Compliance and Vehicle Lightweighting
  • 4.2.2 EV Battery Mass Offset Through Composite Components
  • 4.2.3 Recyclable, Weldable and High-Throughput Thermoplastic Processing
  • 4.2.4 OEM Demand for Complex, Integrated Modules
  • 4.2.5 Growth of Natural-Fiber and Recycled-Content Programs
  • 4.2.6 Battery-Enclosure Qualification Pull From Thermal-Runaway Requirements
• 4.3 Market Restraints
  • 4.3.1 Automotive Production Volatility and European Capacity Relocation
  • 4.3.2 High Energy, Labor and Compliance Costs for European Converters
  • 4.3.3 High Cost of Carbon Fiber and High-Performance Resins
  • 4.3.4 Fragmented End-of-Life Sorting by Resin and Fiber Architecture
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Bargaining Power of Buyers
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Manufacturing Process
  • 5.1.1 Injection Molding
  • 5.1.2 Compression Molding
  • 5.1.3 Resin Transfer Molding
  • 5.1.4 Vacuum Infusion Processing
  • 5.1.5 Hand Layup
• 5.2 By Application
  • 5.2.1 Structural Components
  • 5.2.2 Powertrain Components
  • 5.2.3 Interior Components
  • 5.2.4 Exterior Components
  • 5.2.5 Others (Underbody Shields, Battery Enclosures and Covers, Front-End Modules)
• 5.3 By Product Form
  • 5.3.1 Short Fiber Thermoplastics
  • 5.3.2 Long Fiber Thermoplastics
  • 5.3.3 Continuous Fiber Thermoplastics
  • 5.3.4 Others (Glass Mat Thermoplastics, Organosheets, Prepregs and Composite Plates)
• 5.4 By Vehicle Type
  • 5.4.1 Passenger Cars
  • 5.4.2 Commercial Vehicles
  • 5.4.3 Others
• 5.5 By Country
  • 5.5.1 Germany
  • 5.5.2 United Kingdom
  • 5.5.3 France
  • 5.5.4 Italy
  • 5.5.5 Spain
  • 5.5.6 NORDIC Countries
  • 5.5.7 Russia
  • 5.5.8 Rest of Europe

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)/Ranking Analysis
• 6.4 Company Profiles (includes Global Overview, Market Overview, Core Segments, Financials as available, Strategic Information, Products and Services, and Recent Developments)
  • 6.4.1 Arkema Group
  • 6.4.2 Avient Corporation
  • 6.4.3 BASF
  • 6.4.4 Bcomp
  • 6.4.5 Borealis GmbH
  • 6.4.6 Celanese Corporation
  • 6.4.7 Covestro AG
  • 6.4.8 DuPont
  • 6.4.9 Ensinger
  • 6.4.10 Envalior
  • 6.4.11 Hexcel Corporation
  • 6.4.12 LANXESS
  • 6.4.13 Mitsubishi Chemical Corporation
  • 6.4.14 Rochling
  • 6.4.15 SABIC
  • 6.4.16 SGL Carbon
  • 6.4.17 Solvay
  • 6.4.18 Teijin Limited
  • 6.4.19 TORAY INDUSTRIES, INC.

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment