Gate News message, April 18 — South Korea’s Hyundai Motor Group is reorganizing its business units around AI and robotics while scaling back traditional operations. Affiliate Hyundai Wia is considering selling its defense unit to Hyundai Rotem, while Hyundai Mobis is winding down exterior parts production and ramping up robot components such as actuators.
Hyundai Motor showcased its Atlas humanoid robot at CES 2026 in Las Vegas, built by its U.S. robotics unit Boston Dynamics. According to Executive Chair Chung Euisun, the robot could enter factories by 2028, with annual output expected to reach 30,000 units by 2030. Boston Dynamics is currently valued at approximately $20 billion, up more than twentyfold since Hyundai Motor Group completed its acquisition in 2021.
The group plans to invest $34.3 billion in AI robotics by 2030, significantly higher than Tesla’s planned $9.18 billion AI investment. The company is building a full robotics supply chain through affiliates including Hyundai Mobis and Hyundai Glovis, a logistics subsidiary, to support a robotics-as-a-service (RaaS) business model where customers pay subscription fees to use Hyundai’s robots.
Hyundai is collaborating with Google DeepMind and NVIDIA to integrate advanced AI models into its Physical AI efforts, which combine software with machines operating in the real world. On April 16, Hyundai Motor shares closed 5.12% higher at 534,000 won ($360), while Hyundai Wia rose 6.09%.
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