[배터리 인사이드]SK온, 현대차·기아 질주에 미소…물량증가에 가동률↑

SK On's recovery demonstrates how supply chain viability in the EV transition depends directly on major customer momentum—Hyundai-Kia's 22.5% growth surge is driving capacity utilization from 50% lows to 80%+ across European plants. Factory efficiency gains and fixed-cost reductions are translating operating losses into near-breakeven territory, signaling that battery makers can survive the chasm and achieve profitability despite previous concerns about overcapacity. This inflection point has downstream implications: when supply chains stabilize, automotive manufacturers can compete more confidently in global EV markets.