Hyundai Motor Company will reveal its strategy for physical artificial intelligence (AI) at an investor briefing next month. The agenda is expected to include plans for expanding its stake in Boston Dynamics and a detailed blueprint for its robotics business.
According to industry sources, Hyundai will hold its '2026 CEO Investor Day' on August 26 at the Conrad Hotel in Yeouido, Seoul. Hyundai President Jose Munoz and Chief Financial Officer Lee Seung-jo are expected to present the company's mid- to long-term business strategy, vehicle mix, and annual performance guidance.
The main focus will undoubtedly be on physical AI, coinciding with the operational launch of the Robot Meta-Plant Application Center (RMAC) in Georgia, USA. This facility will be responsible for training and validating the humanoid robot Atlas, which is set to be piloted at Hyundai Motor Group Meta-Plant America (HMGMA) next year. Hyundai plans to fully integrate Atlas into its parts assembly plant by 2028.
Chung Eui-sun, Chairman of Hyundai Motor Group, highlighted the ultimate goal of physical AI as 'integrated intelligence at the city level' during the San Francisco AI Summit held on July 24.
The share structure of Boston Dynamics is also a key issue. Earlier this month, SoftBank exercised a put option, prompting Hyundai Group to proceed with additional share acquisition.
If the acquisition is completed and Boston Dynamics is fully integrated as a subsidiary, there is a strong possibility that the company will provide insights into its investment rationale, group-level robotics strategy, and future plans for an initial public offering (IPO). Hyundai Group initially entered the robotics sector by acquiring 80% of Boston Dynamics in 2021.
Additionally, the company is expected to announce its new vehicle strategies, including the upcoming 'All-New Avante' and the Ioniq 3, which will be introduced to the European market.
A Hyundai representative stated, '(The event will cover) a wide range of key business strategies, including the mix of electrified vehicle models, as well as the expansion of hybrid, internal combustion engine, and robotics businesses.'
Meanwhile, at last year's CEO Investor Day in New York, Hyundai set a target of 5.55 million global sales and 3.3 million electrified vehicle sales by 2030. The company also outlined growth strategies, including expanding its hybrid lineup to 18 models, launching an Extended Range Electric Vehicle (EREV) by 2027, transitioning to Software-Defined Vehicles (SDV), and investing in next-generation batteries.
* This article has been translated by AI.
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