South Korea auto exports hit record June as EV and hybrid demand surg…

South Korea's auto exports hit a record in June 2026, driven by 31% surge in EV and hybrid shipments to the US and double-digit growth to Europe and North America. Supply constraints that had plagued Hyundai and peers appear to be easing, with June production rebounding 12% year-on-year. If you supply battery packs, motors or hybrid powertrains to Hyundai or Kia, your customer's production bottleneck just broke open—they shipped 74% more hybrids in June and need component volume at scale now. The US market is moving fast to hybrids, not pure EV, and South Korean makers are the only ones with real domestic supply lines keeping up.