Hyundai Mobis is stepping up its efforts in vehicle semiconductors and robotics, following electrification and software-defined vehicles (SDV). By targeting high-value products to enhance revenue, it aims to raise its average annual sales growth rate to over 8% by 2027 and achieve an operating profit margin of 5-6%.
Hyundai Mobis held its '2025 CEO Investor Day' on the 27th at the Fairmont Hotel in Yeouido, Seoul, where it announced future business plans that included this information to investors, analysts, and credit rating agencies.
Lee Gyu-seok, president of Hyundai Mobis, said, "We will establish our position as a leading mobility technology company by combining technological competitiveness, execution capabilities, and speed." Hyundai Mobis is focusing on technical fields such as electrification, SDV, electronics, semiconductors, and robotics.
It is also accelerating the development of an integrated platform for SDV vehicles. The company is developing a standardized platform that can be applied to various customers and vehicle models by enhancing its existing electric and electronic control solution capabilities, with plans for full-scale commercialization targeting global customers after 2028.
In the electrification sector, it is focusing on developing battery safety enhancement technologies. To alleviate concerns about battery fires, it is developing a battery system that completely blocks heat transfer using a cell-to-cell fireproof pad structure and heat-resistant, flame-proof materials that can withstand high temperatures.
The vehicle semiconductor business has been delineated into system semiconductors and power semiconductors. In the system semiconductor sector, it aims to secure its own design capabilities for a 'communication SoC' (System on Chip) that integrates network functions needed for SDV vehicle control into a single chip and a 'battery monitoring semiconductor' (BMIC) required for battery stabilization. The company is also accelerating the mass production of power semiconductors.
Hyundai Mobis is currently developing a total of 16 types of semiconductors, including those for airbags, motor control, and power semiconductors for AVN (audio, video, navigation) components, which are being mass-produced through external foundries. The quantity of semiconductors to be mass-produced this year is about 20 million, with 11 types of next-generation vehicle semiconductors under development.
During the Investor Day, it also revealed plans to enter the actuator market in the robotics business. An actuator is a driving device that controls the movement of a robot, consisting of a motor, a reducer, and a control unit, similar to the components of an electronic steering system in vehicles.
For humanoid robots, it is reported that the actuator accounts for more than 60% of the total manufacturing expense. Hyundai Mobis plans to start with the robotics business in the actuator sector and explore expansion into sensors, controllers, and hand grippers (robot hands).
It also stated its plans to strengthen profitability centered on high-value products and expand its efforts in emerging markets like China and India. It aims to raise its average annual sales growth rate to over 8% by 2027 and achieve an operating profit margin of 5-6%.
The revenue share from global customers is expected to expand to 40% by 2033. While strengthening collaborative relationships with key customers in North America and Europe, plans are in place to significantly increase orders from emerging markets such as China and India. President Lee noted, "We will focus on developing locally specialized specifications and strengthening the parts supply chain."
It announced plans to maintain the growth momentum of the financial strategy announced last year (sales growth of 8%, operating profit margin of 5-6%) and a shareholder return plan. The total amount for cash dividends will be kept at last year's level, with interim dividends increased from 1,000 won to 1,500 won. The scale of stock buybacks and cancellations (including the cancellation of previously held treasury stocks) this year is set to rise significantly to 610 billion won, exceeding last year's 163 billion won.