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

According to Mordor Intelligence, the automotive plastics market size is estimated at USD 33.67 billion in 2026, and is expected to reach USD 49.96 billion by 2031, at a CAGR of 8.21% during the forecast period (2026-2031).

This report is Segmented by Material (Polypropylene, Polyurethane, and More), Application (Exterior, Interior, Under Bonnet, and Other Applications), Vehicle Type (Conventional/Traditional Vehicles and Electric Vehicles), Source (Virgin Plastic, Recycled Plastic, and Bio-Based Plastic), and Geography (Asia-Pacific, North America, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Automotive Plastics Market Trends and Insights

Regulatory CO2 Targets Driving Lightweighting

In the EU, stricter fleet-average CO2 caps, alongside North America's fuel-economy adjustments, are pushing automakers to shed weight from their models. Glass-fiber-reinforced polypropylene, offering significant weight reduction over steel at a modest cost premium, emerges as the most cost-effective compliance solution. China's dual-credit scheme boosts demand further, incentivizing lightweight vehicles and accelerating the shift to polymers in door panels and tailgates. Mass-market platforms are now integrating plastics into structural areas traditionally reserved for metals, narrowing the performance divide between standard and advanced materials. ISO marking standards ensure traceability at the end of a product's life, harmonizing weight reduction efforts with circular-economy initiatives.

EV Architecture Unlocking Structural and Thermal Roles

Battery-electric platforms utilize more plastics per vehicle compared to their ICE counterparts. This is largely due to components like battery covers, thermal-management housings, and flat-floor pans, which leverage polymers for their electrical insulation properties and design flexibility. Tesla's Model Y features one-piece polycarbonate-ABS shields, reducing part count and assembly time. Given the heightened emphasis on arc-tracking resistance, flame-retardant polycarbonate and high-CTI polyamides have become the go-to materials for battery-module covers and 800-volt connectors. The initial model years of an EV program see the highest plastic usage, with subsequent redesigns often opting for metals to cut costs. With the introduction of new EU battery regulations emphasizing recycled content, there's a surge in demand for post-consumer polycarbonate and nylon.

Crude-Oil Volatility Compressing Margins

Polypropylene and polyethylene, tracking petrochemical feedstocks with a lag, experience quarterly price swings. These fluctuations often lead to contract renegotiations and strain already thin supplier margins. In Q1 2025, a rally in Brent crude pushed European polypropylene prices higher. This surge triggered force-majeure clauses and delayed launch dates for two major OEMs. The concentrated upstream capacity makes polyamide markets particularly vulnerable; for instance, a caprolactam outage led to a significant spike in PA6 prices. Additionally, index-linked pricing transfers risk to automakers, complicating their multi-year cost forecasts. Meanwhile, smaller compounders, lacking robust balance sheets, are either consolidating or exiting the sector.

Other drivers and restraints analyzed in the detailed report include:

1. Mandatory Recycled-Content Quotas Reshaping Supply Chains
2. Skateboard EV Platforms Consolidating Part Counts
3. Microplastic Regulations Limiting Polymer Choices

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

Segment Analysis

Polypropylene held the largest share at 34.22% in 2025 due to its dominance in interior panels and bumper skins. Polyamide's 8.92% CAGR reflects higher continuous-use temperatures in turbocharged and hybrid engines that exceed polypropylene limits. The market size for polyamide in automotive plastics is set to grow significantly. Furthermore, if EV battery covers transition to high-CTI nylon grades, polyamide's market share in automotive plastics could increase further. While polyurethane steadily carves out its niche in seating and NVH roles, benefiting from thinner foams that reduce weight, PVC is ceding ground to phthalate-free thermoplastic polyolefins in European car interiors.

Premium polycarbonate is making strides with its applications in panoramic roofs and LED lighting lenses. ABS, despite facing density penalties, continues to be the go-to choice for glossy interior trims. Polyethylene's performance mirrors overall production trends. However, multilayer HDPE fuel tanks, fortified with EVOH barriers, are now setting the standard by adhering to stricter evaporative regulations. Specialty resins like PBT and PPA are carving out significant roles in sensor housings and 800-volt busbars, commanding price premiums due to their dimensional stability. And as the industry moves towards global sourcing and recycling, standardized ISO abbreviations are proving invaluable.

Interior components captured 32.98% of 2025 revenue, yet their CAGR lags high-heat under-bonnet parts that grow at 8.96%. The automotive plastics market for under-bonnet parts is expected to expand as turbocharged downsized engines and hybrid cooling loops raise operating temperatures. Air-intake manifolds now rely on glass-fiber-reinforced PA66 for weight savings and optimized airflow, while radiator end tanks transition to PPA.

Exterior panels are growing steadily as OEMs weigh lightweighting benefits against repairability costs. Other applications, including fluid reservoirs, high-voltage connectors, and chassis shields, see a mix shift toward high-value engineering resins as 48-volt and 800-volt architectures proliferate. Under-bonnet parts, though a smaller portion of volume, account for a significant share of material value because of premium resin pricing.

Complete Report Scope:

• By Material
  • Polypropylene (PP)
  • Polyurethane (PU)
  • Polyvinyl Chloride (PVC)
  • Polyethylene (PE)
  • Acrylonitrile Butadiene Styrene (ABS)
  • Polyamides (PA)
  • Polycarbonate (PC)
  • Other Materials
• By Application
  • Exterior
  • Interior
  • Under Bonnet
  • Other Applications
• By Vehicle Type
  • Conventional / Traditional Vehicles
  • Electric Vehicles
• By Source
  • Virgin Plastic
  • Recycled Plastic
  • Bio-based Plastic
• By Geography
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle-East Africa

Geography Analysis

Asia-Pacific held a 49.11% share in 2025 and is advancing at a 9.94% CAGR, the strongest among regions. China's ambitious EV production target fuels a significant surge in polypropylene demand. Meanwhile, India's production-linked incentives are catalyzing the establishment of new compounding plants by industry giants like BASF, LG Chem, and Lotte. Japan's commitment to carbon-neutral fleets is driving a notable uptick in the adoption of castor-oil-based polyamides. Southeast Asia is emerging as a secondary hub, with Chinese and Korean suppliers strategically bolstering capacities in Thailand and Indonesia to mitigate geopolitical risks.

North America is charting a steady course. The US Inflation Reduction Act's domestic-content rules are steering compounding operations back to Texas and Louisiana. Meanwhile, Mexico, despite being a significant resin supplier in the region, grapples with stringent USMCA value-content thresholds. Canada is outpacing the U.S. in growth, driven by incentives promoting premium EV production, which leans heavily on engineering plastics.

Europe is navigating a steady growth trajectory, even amidst stagnant vehicle builds. Demand remains buoyed by aggressive mandates for recycled content and commitments to PVC-free interiors. Germany is streamlining its capacity for better utilization, while France and Italy are banking on EV purchase subsidies. South America is witnessing growth. Braskem's pilot project on bio-based polypropylene could position Brazil as a future export hub, albeit with commercial scalability still two years away. The Middle East and Africa are growing at a commendable pace, bolstered by Saudi localization efforts and assembly hubs in South Africa.

1. Arkema
2. Asahi Kasei Advance Corporation
3. BASF SE
4. Borealis AG
5. Braskem
6. Celanese Corporation
7. Covestro AG
8. Daicel Corporation
9. Dow
10. dsm-firmenich
11. DuPont
12. Evonik Industries AG
13. Exxon Mobil Corporation
14. INEOS
15. LANXESS
16. LG Chem
17. LyondellBasell Industries Holdings B.V.
18. Mitsui Chemicals Inc.
19. SABIC
20. TEIJIN LIMITED

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 Regulatory CO2 targets driving lightweighting
  • 4.2.2 EV production surge elevating plastics/vehicle
  • 4.2.3 Cost and design flexibility versus metals
  • 4.2.4 Mandatory recycled-content quotas in EU vehicles
  • 4.2.5 Rise of skateboard EV platforms allowing 15-20 kg more plastic integration
• 4.3 Market Restraints
  • 4.3.1 Volatile crude-linked resin prices
  • 4.3.2 OEM qualification delays for bio-based engineering plastics
  • 4.3.3 Micro-plastic tyre and brake-dust directives limiting certain polymer blends
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Degree of Competition

5 Market Size and Growth Forecasts (Value)

• 5.1 By Material
  • 5.1.1 Polypropylene (PP)
  • 5.1.2 Polyurethane (PU)
  • 5.1.3 Polyvinyl Chloride (PVC)
  • 5.1.4 Polyethylene (PE)
  • 5.1.5 Acrylonitrile Butadiene Styrene (ABS)
  • 5.1.6 Polyamides (PA)
  • 5.1.7 Polycarbonate (PC)
  • 5.1.8 Other Materials
• 5.2 By Application
  • 5.2.1 Exterior
  • 5.2.2 Interior
  • 5.2.3 Under Bonnet
  • 5.2.4 Other Applications
• 5.3 By Vehicle Type
  • 5.3.1 Conventional / Traditional Vehicles
  • 5.3.2 Electric Vehicles
• 5.4 By Source
  • 5.4.1 Virgin Plastic
  • 5.4.2 Recycled Plastic
  • 5.4.3 Bio-based Plastic
• 5.5 By Geography
  • 5.5.1 Asia-Pacific
    • 5.5.1.1 China
    • 5.5.1.2 Japan
    • 5.5.1.3 India
    • 5.5.1.4 South Korea
    • 5.5.1.5 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 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 South Africa
    • 5.5.5.3 Rest of Middle-East 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, Strategic Information, Products and Services, Recent Developments)
  • 6.4.1 Arkema
  • 6.4.2 Asahi Kasei Advance Corporation
  • 6.4.3 BASF SE
  • 6.4.4 Borealis AG
  • 6.4.5 Braskem
  • 6.4.6 Celanese Corporation
  • 6.4.7 Covestro AG
  • 6.4.8 Daicel Corporation
  • 6.4.9 Dow
  • 6.4.10 dsm-firmenich
  • 6.4.11 DuPont
  • 6.4.12 Evonik Industries AG
  • 6.4.13 Exxon Mobil Corporation
  • 6.4.14 INEOS
  • 6.4.15 LANXESS
  • 6.4.16 LG Chem
  • 6.4.17 LyondellBasell Industries Holdings B.V.
  • 6.4.18 Mitsui Chemicals Inc.
  • 6.4.19 SABIC
  • 6.4.20 TEIJIN LIMITED

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment
• 7.2 Technological Developments in Electric Vehicles