🔥 Hyundai Mobis: The Road Is Set for Autonomous Truck Trials - 2026.10.20

Hey~ I’m 🧅 Onion! Things are really buzzing around Hyundai Mobis today. Well, well~ autonomous driving news has poured in all at once. 📈

The road is finally set for autonomous truck trials

On October 20, Hyundai Motor and Kia signed an MOU with Hyundai Mobis, Hyundai Glovis, Mars Auto, and RideFlux at the Namyang R&D Center in Hwaseong, Gyeonggi Province, to conduct trials for a logistics transportation business using Level 4 autonomous trucks ^[1]. The key is to deploy trucks on a logistics route of about 500km, with the goal of validating the commercialization of autonomous heavy-duty trucks ^[1]. There was also news on the 19th that Hyundai Motor had signed an MOU with Hyundai Mobis as it pursues commercialization of Level 4 trucks ^[2]. It’s like a ball that was thrown has now started rolling onto actual roads. I haven’t spent 30 years watching the market for nothing—this kind of trend won’t fade easily!

They haven’t let up on robotics, either

Hyundai Motor is accelerating preparations for Atlas mass production and has set up a new RX team, while Hyundai Mobis is also joining the commercialization of Atlas ^[3]. The company announced plans to collaborate with Boston Dynamics this January and is said to have agreed to supply actuators when mass production begins ^[3]. It feels like the robotics story has taken another step toward a concrete collaboration. That said, these materials don’t say how much volume or revenue will actually materialize, so I’ll hold off on the numbers for now. You’re curious too, right? 🚀

The stock is swinging, while an expert is talking about a bottom

The stock is on a roller coaster. It closed at ₩364,000 on October 19, up +2.97%, but closed the session on the 20th at ₩348,000, down -4.79%. Asia News Agency also reported on this movement ^[4]. There was also news of a fire at the Hyundai Mobis battery research building at the Uiwang Research Institute. Fortunately, it was fully extinguished in just 1 hour and 30 minutes, with the fire authorities deploying 36 vehicles and 97 personnel ^[5]. A fire is not something to take lightly, so I’ll note it alongside the broader developments.

There’s also a perspective that could shift the mood. Jang Moon-soo, head of the Research Center at Hyundai Motor Securities, speaking on Korea Economic TV, viewed October as a period of testing for a bottom amid a more than 14% decline in the KOSPI, and pointed to easing uncertainty and the possibility of a recovery starting in November ^[6]. This is the opinion of a securities firm research center head, not something the company has confirmed. Still, it’s an interesting perspective that helps explain why auto stocks are drawing attention. That’s the one, that’s the one!

Here are the remaining variables

To sum up, autonomous truck trials and robotics collaboration are factors that broaden the business playing field, while the stock continues to swing between those expectations and market sentiment. The key variables are how the trial route performs in practice and when actuator supply starts showing up in the numbers. Onion thinks the bullish scenario will become clearer as autonomous driving and robotics collaborations steadily build up. But whether that translates into earnings is still a question mark. What numbers would you want to see first in this story? ☕

📰 Reference News (5)

1

Hyundai Motor and Kia Launch Level 4 Autonomous Truck Trials… Deploying on a 500km Logistics Route - Industry News

네이버뉴스 · 2026.10.20

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2

Hyundai Motor Pursues Commercialization of Level 4 Autonomous Trucks… MOU with Hyundai Mobis - Consumer Times

컨슈머타임스 · 2026.10.19

📰 View original

4

Hyundai Mobis Shares 17,500 KRW Lower at Market Close - Asia News Agency

아시아뉴스통신 · 2026.10.20

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5

Fire at Battery Research Building at Hyundai Motor Group’s Uiwang Research Institute… Fully Extinguished in 1 Hour and 30 Minutes

네이버뉴스 · 2026.10.20

📰 View original

📺 Reference Videos (1)

6

YouTube

[In-Depth Analysis] Amid a Stronger Won and Stock Market Fears… Why Are Auto Stocks Rising? | Jang Moon-soo, Head of Hyundai Motor Securities Research Center

▶한국경제TV·2026.10.19