현대트랜시스, 매출은 '기존 사업' 투자는 '전동화'

Hyundai Transys demonstrates the EV transition's core challenge for component suppliers: maintaining profit from traditional powertrains while investing aggressively in electrification despite weak current demand. The 103.9% utilization of automatic transmission equipment versus 26.8% for EV components exposes the gap between manufacturing capacity and market readiness. This strategy reveals that suppliers must sustain legacy business while building EV capabilities, with profitability dependent on whether market demand for electrified vehicles accelerates as expected.