Hyundai AutoEver (307950.KS) is accelerating its smart factory (SF) sales business centered on robotics. The move is interpreted as an affiliate-level response to Hyundai Motor Group's announced plan to deploy the humanoid robot "Atlas" on its automobile production lines.
According to industry sources on the 3rd, Hyundai AutoEver is recruiting experienced sales managers in the robotics and smart factory technical sales division. The position belongs to the SF Business Team, which was newly established in March of this year. While Hyundai AutoEver has previously focused on smart factory sales targeting Hyundai Motor Group, it is now expanding its scope to include robot system integration (SI) sales.
The SF Business Team's main responsibilities include robot SI and smart factory sales targeting Hyundai Motor Group factories at home and abroad. Going forward, the team is expected to take charge of commercializing products from Boston Dynamics, the group's robotics affiliate, including the quadruped robot "Spot" and the humanoid robot "Atlas." The company's workforce is also growing. As of March this year, Hyundai AutoEver had 5,711 total employees, up 4.5% from a year earlier.
The industry has expected Hyundai AutoEver to serve as the operating platform for upgrades, data management, and maintenance as Hyundai Motor Group advances its robotics business. At the JP Morgan conference held in Boston in mid-last month, Hyundai Motor Group mentioned a physical AI ecosystem that includes Boston Dynamics, Hyundai Glovis, and Hyundai AutoEver. Hyundai Motor Group plans to mass-produce more than 30,000 Atlas units annually by 2028. Of these, the group aims to deploy more than 25,000 units at Hyundai Motor and Kia production sites.
Accordingly, robot SI-related revenue at Hyundai AutoEver is also projected to begin in 2028. Some analyses estimate that SI revenue from initial Atlas mass production could reach the 6 trillion won range. "Although Hyundai AutoEver's specific direction has not been disclosed, market expectations are already high," an industry official said. "As Hyundai Motor Group focuses on its robotics business centered on Boston Dynamics, Hyundai AutoEver will also stake everything on related businesses."
