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01:15
Jun 16
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
Robot parts suppliers surge with demand
Mobile robotics parts/materials (소부장) companies will thrive as Hyundai Motor Group leads the robot era, similar to semiconductor 소부장 during the AI cycle. Key beneficiaries are those directly involved in actuators with advanced heat management (Hyundai Mobis, HL Mando) and MLCC capacitors (3,000–6,000 per humanoid robot, 3x a smartphone). Companies accompanying Hyundai's US expansion will capture direct demand. The supplier list includes Hyundai Mobis, HL Mando, SL, SNT Motive, Hwashin, Samhwa Condenser, and Samsung Electro-Mechanics.
001820.KS 1ST
HIGH

About 001820.KS Analyst Coverage

Buzzberg tracks 001820.KS across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Ju-hyeon.