Hyundai Mobis on Wednesday presented a long-term growth strategy centered on robotics, semiconductors, electrification, and software-defined vehicles (SDVs), while pledging to improve profitability and expand its global customer base.
At its 2025 CEO Investor Day in Seoul, the auto parts affiliate of Hyundai Motor Group shared its new vision of “leading the future mobility paradigm” with investors, analysts, and credit rating agencies. President and CEO Lee Gyu-suk said the company will concentrate on three strategic pillars: strengthening technology competitiveness, improving profitability, and broadening its international reach. “We will concentrate investment and R&D resources on future key technologies to secure new growth momentum,” he said.
In robotics, Hyundai Mobis said it will enter the actuator market, citing similarities with its expertise in electronic steering systems. Actuators account for more than 60% of humanoid robot production costs, and the company plans to expand later into sensors, controllers, and robotic hands.
In semiconductors, Hyundai Mobis is pursuing what it called a two-track strategy, covering both system semiconductors and power semiconductors. The company has developed 16 types of semiconductors to date and plans to produce 20 million units this year. It is also developing 11 next-generation chips, including Communication SoCs and Battery Monitoring ICs, while strengthening domestic supply chain ties. A dedicated semiconductor forum will be held next month.
Hyundai Mobis also highlighted new technologies in mobility. Its next-generation windshield display, developed with German optics firm ZEISS, uses holographic optical film to turn the windshield into a transparent screen. First unveiled at CES 2025, the technology is expected to be commercialized around 2029. In SDVs, the company is working on a standardized platform based on advanced E/E architecture, with commercialization targeted after 2028.
On electrification, Hyundai Mobis said it is enhancing EV battery safety with fire-resistant materials to block heat transfer between cells and with automatic fire suppression systems.
The company said it is restructuring its business portfolio around profitability, aiming for more than 8% annual revenue growth and a 5–6% operating margin by 2027. Hyundai Mobis also plans to increase the share of global customers in core parts sales to 40% by 2033, up from about 10% now, through deeper partnerships in North America and Europe as well as localized strategies in China and India.
Hyundai Mobis added that it remains committed to shareholder returns. This year, the company repurchased and canceled 620 billion won worth of treasury shares, nearly four times the previous year’s amount. It said it will continue to actively implement “transparent and predictable” return policies, including dividends and buybacks, based on trust with shareholders.