Hyundai Motor’s investment outlook was re‑examined by research analyst Ha-neul NH Investor Securities on the 27th, announcing that the company intends to rebuild its automotive manufacturing capability using an AI‑based platform. He noted that while Hyundai Motor’s share price target is set at 54 million KRW and its current rating remains “buy,” whether the robot‑autonomous driving business can directly translate into sales and profit will be a critical factor for future revaluation.
The analyst assessed that Hyundai Motor is expanding software‑ and data‑centric businesses through AI by leveraging existing automotive production infrastructure, parts, logistics, etc. He highlighted that the technology and know‑how available from related companies such as Kia, Hyundai Mobis, Hyundai Glovis could be applied to new ventures, and stressed that investment in Boston Dynamics and AI infrastructure must grow while keeping cash flow stable as a prerequisite.
In autonomous driving, Hyundai plans to release an Nvidia‑based “Level 2+” robot in the first half of 2028, followed by a “Level 2++” model later that year. A self‑developed “Atrium AI”‑based Level 2++ is expected to be applied in the second half of 2029. The analyst explained that such technological progress must go beyond mere demonstration; software commercialization is essential and should link to actual earnings from licensing, subscriptions, insurance, etc.
For humanoid robots, Hyundai’s “Atlas” requires future real‑world validation, according to the analyst. By 2028, the group aims to build a production base of about 30 000 units, and by 2030, it plans to deploy 25 000 Atlas units across its subsidiaries. He added that Atlas—central to corporate value—is still in pre‑sales stages and that return on investment such as from Boston Dynamics must be confirmed.
The analyst regarded the new business story following the CES unveiling of Atlas and AI robot strategy as a representative example that moves share prices, stressing that future revaluation can’t rely solely on a CES‑level announcement; real plant deployment, external customer contracts, selling price and cost structure must be verified.