Financial Performance - Q3 2025 revenue reached $396 million[10] - Net profit for Q3 2025 was $54 million[10] - Q4 2025 revenue guidance is $440 million, +/- 5%, representing a 14% year-over-year growth[9] - Nine months ended September 30, 2025, revenue was $1,125.898 million compared to $1,048.931 million for the same period in 2024[16] - Net profit attributable to the company for the nine months ended September 30, 2025, was $140.338 million, compared to $152.726 million for the same period in 2024[16] Balance Sheet Highlights - Cash and cash equivalents as of September 30, 2025, were $273 million[13] - Short-term deposits as of September 30, 2025, were $951 million[13] - Total assets as of September 30, 2025, were $3,253 million[13] - Total liabilities as of September 30, 2025, were $420 million[13] Revenue Breakdown by Technology (Q3 2025) - Automotive sector accounted for 11% of revenue[12] - RF Mobile sector accounted for 26% of revenue[12] - Power sector accounted for 17% of revenue[12]

Core Insights - Hyundai Mobis is leading a collaboration of over 20 companies and research institutions to strengthen the automotive semiconductor ecosystem in Korea, marking the first private-sector-led initiative in this area [1][3][4] - The inaugural 'Auto Semicon Korea' event was attended by 23 companies, including major players like Samsung Electronics and GlobalFoundries, aiming to create a self-sustaining value chain in the automotive semiconductor industry [2][3][5] Industry Development - The automotive semiconductor market is projected to grow at an average annual rate of 9%, reaching approximately $135 billion (about 188 trillion won) by 2030, with Hyundai Mobis' key order items expected to account for about 70% of this market [13] - Hyundai Mobis plans to develop the Auto Semicon Korea forum into a leading platform for the automotive semiconductor industry, encouraging participation from startups and existing companies with semiconductor-related technologies [7][11] Strategic Initiatives - Hyundai Mobis is focusing on securing independent semiconductor design capabilities and fostering cooperation with fabless companies and foundries to enhance the domestic semiconductor ecosystem [6][8] - The company aims to shorten development cycles for automotive semiconductors by integrating them with controllers, potentially reducing development time by nearly two years for electric vehicle drive systems [9][10] Production and R&D - Hyundai Mobis is mass-producing 16 types of semiconductors developed in-house, totaling 20 million units this year, through external foundries [10] - The company has obtained international ISO 26262 certification for its semiconductor R&D process and intends to share its expertise with partners to enhance competitiveness in the domestic market [11][12]

Core Points - Hyundai Mobis has achieved the highest grade of ISO 26262 certification for its entire vehicle semiconductor R&D process, indicating a commitment to functional safety in automotive systems [1][3][4] - The certification ensures that future semiconductors designed through this standardized R&D process will have the same reliability as certified products, enhancing the company's competitiveness in the automotive semiconductor market [2][6] - Hyundai Mobis plans to share its certification achievements and know-how with partners to foster the domestic automotive semiconductor ecosystem [2][10] Certification Details - The ISO 26262: 2018 2nd edition certification was awarded by Exida, a recognized certification agency in automotive functional safety and cybersecurity [3] - Hyundai Mobis received the highest D grade in the Automotive Safety Integrity Level (ASIL), which requires a reliability of 99% or higher to prevent safety accidents [4] Production and Development - The company is set to mass-produce 16 types of semiconductors, totaling 20 million units this year, which is expected to improve its competitiveness in core components [6][8] - Hyundai Mobis is also accelerating R&D for 11 next-generation semiconductors, including those for battery management systems and communication, with a completion goal within three years [9] Strategic Partnerships - The company is enhancing collaboration with major domestic semiconductor firms and has established joint labs to drive innovation in smart ambient lighting and integrated drive semiconductors [12][13] - Hyundai Mobis aims to strengthen partnerships with foundry companies and design houses to optimize processes and expand its semiconductor ecosystem [13]