Hyundai Mobis has announced its full-scale entry into the semiconductor and robotics businesses. On the 27th, Hyundai Mobis held the 2025 CEO Investor Day at the Fairmont Hotel in Yeouido, Seoul, announcing this information. They stated that they would further accelerate the pace of innovation in electrification and software-defined vehicles (SDVs). The event was presided over by CEO Lee Gyu-seok, who stated, "We will target the future market through a speed war based on differentiated technological capabilities and high execution power."
On the 27th, Hyundai Mobis held the 2025 CEO Investor Day with investors, analysts, credit rating agency officials, and others present at the Fairmont Hotel in Yeouido, Seoul. At the event, CEO Lee Gyu-seok presented specific execution strategies and achievements regarding the company's future business direction, based on the new vision announced last March, aiming to secure leading technological competitiveness, improve the profitability-focused enterprise, and actively expand the global customer base.
This event also featured an exhibition of Hyundai Mobis's future core products. Hyundai Mobis utilized some spaces outside the event venue to showcase 10 types of products in areas such as electrification, electronics, chassis/safety, and vehicle semiconductors, providing participants with the opportunity to see the core product competitiveness of Hyundai Mobis up close.
▲Establishing a leading technology lineup with windshield displays, SDV solutions, etc.
The core focus of the future growth strategy that Hyundai Mobis revealed at the Investor Day is to enhance its leading technological competitiveness. This strategy aims to proactively develop differentiated technologies and those that customers want, leading a technological paradigm shift and expanding its position in the global market. CEO Lee Gyu-seok emphasized, "We will build our position as a leading mobility technology company by equipping ourselves with new technological competitiveness, high execution power, and speed."
The leading technology sectors Hyundai Mobis is concentrating on are core business areas of future mobility, such as electrification, electronics, semiconductors, and robotics. Firstly, Hyundai Mobis plans to target the next-generation vehicle display market by developing the world's first windshield display technology that utilizes holographic optical film. This advanced display technology employs the vehicle's front windshield as a transparent display and was first unveiled in a prototype at CES 2025 held in the U.S. in January, garnering global attention. Hyundai Mobis is currently co-developing this technology with the global optics company ZEISS of Germany and plans to introduce the product to the market around 2029.
Hyundai Mobis is set to accelerate its development of key technologies for SDVs (software-defined vehicles), which have been rising recently. In SDV vehicles, where all functions are activated and managed through software, a sophisticated control system based on an integrated platform is essential. Hyundai Mobis is currently developing a standardized platform applicable to various customers and vehicle types, building on its existing electric/electronic control solutions (E/E Architecture) capabilities. Hyundai Mobis plans to engage in a full-scale commercialization targeting global customers after going through specific development processes such as integrated platform development and vehicle demonstrations following 2028.
In the electrification sector, where Hyundai Mobis has built its business capabilities over a long time, it plans to lead the market by developing new solutions that address the most necessary pain points from the customer experience perspective, beyond technological innovations. A key example is the improvement in battery safety technology. To alleviate concerns over battery fires, Hyundai Mobis is developing a battery system that completely blocks heat transfer by inserting fireproof pads between cells and using heat-resistant and flame-retardant materials that withstand high temperatures. Recently, Hyundai Mobis also developed a system that automatically sprays extinguishing agents to immediately suppress fires during battery cell ignition.
▲Vehicle semiconductors with wings and the robotics business
At this Investor Day, Hyundai Mobis has also detailed its plans to enhance competitiveness in the next-generation vehicle semiconductors and robotics sectors. Hyundai Mobis plans to seize future growth opportunities in these two areas and secure core capabilities early on.
Development of vehicle semiconductors is conducted in a two-track manner, covering system semiconductors and power semiconductors. In the system semiconductor sector, Hyundai Mobis will secure its own design capabilities for a communication SoC (System on Chip) that integrates the network functions necessary for SDV vehicle control, as well as battery monitoring semiconductors (BMIC) required for battery stabilization. Hyundai Mobis also plans to accelerate the mass production of its own designed power semiconductors. Power semiconductors are key elements that determine the performance and cost of electric vehicle drive systems, and securing independent design capabilities can significantly enhance the competitiveness of next-generation drive systems that customers demand.
Hyundai Mobis is currently developing a total of 16 types of semiconductors, including those for airbags, motor control, and AVN (audio, video, navigation) power semiconductors, and is mass-producing them through external foundries. The number of semiconductors to be mass-produced this year alone is expected to reach 20 million units. Hyundai Mobis's vehicle semiconductor research and development process has also achieved the highest grade of ISO 26262, an international standard. Based on these capabilities, Hyundai Mobis is developing 11 types of next-generation vehicle semiconductors.
Hyundai Mobis believes that building a domestic collaboration ecosystem connecting complete vehicles, fabless companies, and foundries is crucial for securing these core competencies in vehicle semiconductors. With the transition of the mobility industry due to electrification, autonomous driving, and SDVs, the importance of high-functioning, high-spec semiconductors is increasing. Therefore, Hyundai Mobis plans to solidify partnerships with various companies to strengthen the technology competitiveness of 'K- Vehicle semiconductors' and actively pursue the expansion of the related ecosystem. To this end, Hyundai Mobis plans to hold a forum to enhance vehicle semiconductor ecosystem capabilities around the end of next month.
At this Investor Day, Hyundai Mobis also revealed its plans for entering the actuator market in the robotics business for the first time. Having been seeking business opportunities in the robotics sector based on its long-standing experience in automotive parts development and mass production, Hyundai Mobis has decided to look for new business opportunities in the actuator field, which is technologically similar to vehicle steering systems. An actuator is a driving device that controls the movement of a robot and consists of a motor, reducer, and control unit, similar to the configuration of a vehicle's electronic steering device. It is known that actuators account for more than 60% of the total manufacturing cost for humanoid robots. Hyundai Mobis plans to begin with the robotic actuator field and explore expanding into areas such as sensors, controllers, and hand grippers.
CEO Lee Gyu-seok reiterated the importance of improving the business structure focused on profitability at this year's Investor Day. Hyundai Mobis aims to increase its average annual sales growth rate to over 8% by 2027 through product refinement centered on high-value-added products, capable of generating revenue. This means that they will quickly act on improving the business structure by thoroughly analyzing profitability, marketability, and growth potential of the existing product lines. In fact, Hyundai Mobis is undertaking qualitative growth focused on profitability by comprehensively assessing the competitiveness of over 60 types of products. CEO Lee Gyu-seok explained, "We will secure growth momentum by concentrating resources such as investment and research and development personnel on future core products.
Hyundai Mobis emphasized that despite the uncertainties in the automotive industry, it will maintain the growth momentum of its financial strategy announced last year (8% sales growth + 5-6% operating profit margin) and maximize shareholder value through a balance of investment for future growth and shareholder returns. Hyundai Mobis is diligently implementing its strategic shareholder return policy, including cash dividends and share buybacks/burns, in accordance with the shareholder return policy announced at the beginning of this year. In terms of cash dividends, it will maintain the total amount at last year's level and increase the interim dividend from 1,000 won to 1,500 won. In particular, to enhance shareholder value, Hyundai Mobis has significantly increased the size of its share buyback/retirement (including retired stock already held) plan to about 610 billion won this year, far exceeding the previous year's amount of 163 billion won for share buybacks/retirements. Hyundai Mobis plans to actively implement a transparent and predictable shareholder return policy based on a trusting relationship with shareholders.
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