Can Hyundai Motor evolve into robotics and autonomous driving value? | Lee Jong-won, Vincent, Pyeon Da-song

현대차, 로봇과 자율주행 밸류로 진화 가능할까 | 이종원, 빈센트, 편다송 [밥 보다 투자 하나]

Watch on YouTube ↗ | January 13, 2026 at 03:29 | 44:44 | 3PRO TV (삼프로TV)

Speakers

Lee Jong-won — Team Lead, WM Center, Hana Securities

Summary

Lee Jong-won, a private banker, joined hosts Pyeon Da-song and Vincent to discuss whether Hyundai Motor can re-rate through robotics and autonomous driving. He argued that memory chip prices are in a strong upcycle and that Korean semiconductor equipment and materials can follow U.S. peers. He also mapped Hyundai Motor Group beneficiaries tied to Boston Dynamics' Atlas and highlighted Hyundai's autonomous-driving catalysts, while cautioning that sharp recent gains could bring short-term corrections.

DDR5 spot prices rose sharply and memory supply-demand remains tight.
Samsung Electronics and SK hynix were framed as likely to re-rate again after a pause.
Korean semiconductor equipment and materials may rise as Samsung and SK hynix expand capacity.
Hyundai Motor's 15-year stock range contrasts with doubled sales and profits.
Boston Dynamics' Atlas, Google DeepMind, and Nvidia support Hyundai's robotics value case.
Hyundai Mobis, Hyundai AutoEver, and Hyundai Glovis were cited as robot value-chain beneficiaries.
Hyundai's autonomous-driving momentum may continue through Nvidia Alpamayo and 2026 catalysts.
The speakers warned that sharp recent gains could lead to short-term corrections.

Ideas

Lee Jong-won Team Lead, WM Center, Hana Securities 1:53

Hyundai Motor Group affiliates broadly re-rate.

Hyundai Motor is leading a broad improvement across Hyundai Motor Group affiliates. As the market begins to value Hyundai Motor's robotics and autonomous-driving assets, the group's listed companies should improve together, not just Hyundai Motor.

Lee Jong-won Team Lead, WM Center, Hana Securities 2:19

Memory upcycle lifts Samsung and SK hynix.

DDR5 16Gb spot prices have risen about 20% in three weeks and jumped from 42 to 45 overnight, which the speaker calls highly unusual. 2026 memory supply is effectively sold out, next-year orders are coming in stronger than expected, and the price spike reflects a real supply-demand imbalance. He therefore believes Samsung Electronics and SK hynix can level up again after a pause, and that memory prices should not be treated as a short-term spike to sell.

Lee Jong-won Team Lead, WM Center, Hana Securities 4:16

Korean chip equipment/materials have more upside.

Semiconductor equipment is entering a stronger cycle as Samsung's Pyeongtaek P4 and SK hynix expand capacity, with wafer capacity growth approaching 40% and supply shortages persisting. U.S. equipment and materials stocks have already rallied strongly, which suggests Korean semiconductor equipment and materials stocks have further room to rise.

Lee Jong-won Team Lead, WM Center, Hana Securities 10:36

Hyundai re-rates on Boston Dynamics robots.

Hyundai Motor spent 15 years range-bound even though sales and operating profit roughly doubled, so the market underappreciated earnings. The robotics angle can re-rate it: Boston Dynamics' Atlas is a leading physical robot, now using Google DeepMind software and Nvidia robotics chips and software, and Hyundai plans 1,000 units in 2026 and 30,000 units by 2028, deploying them in its Metaplants for training and commercialization. The high-spec Atlas can replace expensive factory labor and expand to other plants, making the robot value real rather than promotional.

Lee Jong-won Team Lead, WM Center, Hana Securities 30:43

Mobis benefits from Atlas actuators.

Hyundai Mobis is making many parts for Atlas and is researching higher-precision, higher-spec actuators for the robot, making it a direct beneficiary of Boston Dynamics and Atlas commercialization.

Lee Jong-won Team Lead, WM Center, Hana Securities 31:06

AutoEver benefits from Atlas control systems.

Hyundai AutoEver is building the SI and control/orchestration systems for Atlas, so it should benefit directly from robot deployment and group-wide robotics software integration.

Lee Jong-won Team Lead, WM Center, Hana Securities 32:13

Glovis gains attention from Boston Dynamics stake.

Hyundai Glovis owns about 10% in the HMG Global structure that controls a large stake in Boston Dynamics, and the market is paying attention to it as an ownership-linked beneficiary of Hyundai's robotics assets.

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This 3PRO TV (삼프로TV) video, published January 13, 2026, features Lee Jong-won discussing Hyundai Motor Group affiliates, 005930.KS, 000660.KS, Korean semiconductor equipment and materials, 005380.KS, 012330.KS, 307950.KS, 086280.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Jong-won · Tickers: Hyundai Motor Group affiliates, 005930.KS, 000660.KS, Korean semiconductor equipment and materials, 005380.KS, 012330.KS, 307950.KS, 086280.KS