Hyundai Mobis Sets Course for Future Mobility Growth with New Vision Strategy

Hyundai Mobis Sets Vision for Future Mobility

On August 27, 2025, Hyundai Mobis convened its CEO Investor Day, showcasing an ambitious strategy designed to shape the future of mobility. With the theme of "New Vision," the company aims to strengthen its market position through technology innovation and increased profitability. Hyundai’s President and CEO, Lee Gyu-suk, highlighted the importance of focusing on technology, enhancing profitability, and expanding the global customer base as part of this forward-thinking strategy.

Focus Areas: Advanced Technology and Sustainable Growth

Hyundai Mobis is ramping up investments in cutting-edge technologies that are pivotal to the future of transportation. Among its standout innovations is an advanced windshield display, created in collaboration with German optics firm ZEISS. This technology transforms the windshield into a dynamic screen using holographic optical film, set to debut around 2029. Furthermore, the company is leading in Software-Defined Vehicle (SDV) technology by developing a standardized platform that allows for software-based control across various vehicle types. Full commercialization of this platform is anticipated post-2028.

The objective of these projects goes beyond just tech advancement; they are key strategies in enhancing consumer safety and experience. Hyundai is incorporating next-generation safety systems that manage battery heat transfer to improve the longevity and viability of their electric vehicle systems. Additionally, an automatic fire suppression system designed to activate during emergencies highlights the company's commitment to ensuring safety.

Semiconductor Strategy: A Two-Track Approach

Part of Hyundai Mobis’ growth plan is significantly investing in automotive semiconductors. The company is pursuing a dual strategy focusing on both system and power semiconductors. With a strong foundation already in place, it plans to produce up to 20 million semiconductor units this year. Additionally, Hyundai Mobis is collaborating with various stakeholders in the semiconductor ecosystem to fortify its domestic supply chain.

By developing critical components like Communication SoCs and Battery Monitoring ICs, Hyundai is positioning itself as a future leader in EV drive systems. In terms of safety, the company's RD processes have already received the top ISO 26262 safety rating, an indication of its commitment to high standards in functional safety.

Robotics and Actuator Market: A New Frontier

In line with its strategic roadmap, Hyundai Mobis is also venturing into the robotics sector by entering the actuator market, crucial for controlling robotic motion. Leveraging its existing knowledge in electronic steering systems, the company plans to expand its tech into sensors and controllers, effectively reducing the costs associated with humanoid robot production.

Global Expansion: A Commitment to Profitability

To boost its international presence and profitability, Hyundai Mobis aims for a significant increase in global customer partnerships, targeting a 40% share of core parts sales by 2033. The company plans to deepen relationships with key markets in North America and Europe while aggressively pursuing opportunities in booming markets like China and India where they aim to localize product strategies.

Maximizing Shareholder Value

Hyundai Mobis is dedicated to delivering value to its shareholders through consistent returns. The firm has already made substantial repurchases of treasury shares totaling 620 billion won this year, reinforcing its commitment to transparent share return policies. As it moves forward, Hyundai Mobis plans to continue implementing policies that foster trust and create value for shareholders.

Conclusion

Hyundai Mobis is boldly redefining its role in the automotive industry by embracing advanced technologies and sustainable practices aimed at leadership in future mobility. With a comprehensive strategy that combines innovation, global growth, and shareholder value maximization, the company is well-positioned to navigate the evolving landscape of the automotive sector. As they roll out their new vision, the industry will be closely watching how these strategies unfold in the coming years.