Core Viewpoint - Hyundai Mobis is making a significant move into the semiconductor and robotics sectors, aiming to accelerate innovation in electrification and software-defined vehicles (SDVs) [2][3] Group 1: Future Growth Strategy - The core focus of Hyundai Mobis's future growth strategy is to enhance its leading technological competitiveness, actively developing differentiated technologies to lead paradigm shifts and expand its global market presence [3] - The company plans to enter the next-generation in-car display market by developing the world's first windshield display technology using holographic optical films, with a prototype showcased at CES 2025 [3] Group 2: Software-Defined Vehicles (SDVs) - Hyundai Mobis is accelerating the development of key technologies for SDVs, which rely on software for all functionalities, emphasizing the importance of an integrated platform for precise control systems [4] - The company aims to complete the development of this integrated platform and vehicle demonstrations by 2028, targeting global commercialization [4] Group 3: Electrification and Battery Safety - Hyundai Mobis has accumulated substantial capabilities in electrification and plans to lead the market by developing solutions that address urgent customer experience pain points, such as battery safety [5] - The company is developing a battery system that prevents thermal transfer using fireproof materials and has created a system that automatically sprays extinguishing agents in case of battery fires [5] Group 4: Semiconductor Development - Hyundai Mobis is developing a total of 16 types of semiconductors, including those for airbags and motor control, with an expected production of 20 million units this year [6] - The company is focusing on building a domestic cooperative ecosystem connecting vehicles, foundries, and external partners to enhance its competitiveness in the automotive semiconductor sector [6] Group 5: Robotics Market Entry - Hyundai Mobis has announced plans to enter the actuator market for robotics, leveraging its long-term experience in automotive parts development [7] - The company aims to explore opportunities in sensors, controllers, and grippers, starting with actuators that control robot movements [7] Group 6: Financial Strategy and Shareholder Returns - Hyundai Mobis aims to improve its business structure centered on profitability, targeting an annual sales growth rate of over 8% by 2027 through optimizing high-value products [7] - The company plans to maintain its financial growth momentum, with a cash dividend policy consistent with last year and an increase in mid-term dividends from 1,000 KRW to 1,500 KRW [7]

Core Viewpoint - The article discusses the increasing efforts of Chinese automotive manufacturers and chip companies to develop and adopt domestic products in response to the U.S. government's tightening export controls on high-tech products, particularly in the automotive chip sector [1][3]. Group 1: Industry Trends - Chinese automotive manufacturers, including XPeng and NIO, are replacing NVIDIA chips with self-developed chips in their latest models [2]. - At least 10 Chinese chip companies are focusing on the automotive market as a core development area, with companies like Horizon Robotics, Huawei HiSilicon, and others rapidly emerging [2]. - The market share of domestic brands in the total supply of automotive chips is projected to rise from approximately 9% in 2024 to 15-20% in 2025, potentially reaching 50% within five years when including self-developed chips [4]. Group 2: Competitive Landscape - Companies like BYD, GAC, FAW, Great Wall, and Geely are increasingly investing in chip research, manufacturing, and packaging, posing a challenge to NVIDIA [3]. - Horizon Robotics is emerging as a significant competitor to NVIDIA in the smart driving market, providing optimized AI chips and software to over 40 automotive companies [5]. - In the L0 to L2 level smart driving solutions market, Horizon Robotics leads with a 33.97% market share, followed by Mobileye at 20.35% and NVIDIA at 14.71% [8]. Group 3: Technological Developments - The "Starry Sky One" chip developed by a Chinese company has achieved AI computing power of 512 TOPS, filling a gap in the domestic market for advanced autonomous driving chips [9]. - Chinese companies are making significant strides in producing mature process semiconductors, with expectations for rapid increases in self-sufficiency rates for microcontrollers and silicon carbide power switch chips from 19% to 67% and 5% to 74%, respectively, by 2030 [9][12]. - The rapid electrification and digitalization of Chinese automobiles are creating opportunities for new companies focused on designing logic chips for infotainment systems and autonomous driving features [12].