Overview
- Hyundai Motor’s union said in a newsletter that not a single humanoid robot should enter worksites without labor‑management consent, warning of an employment shock.
- Boston Dynamics’ Atlas, unveiled at CES 2026, is slated for initial deployment at Hyundai’s Georgia plant in 2028 alongside plans for a U.S. facility capable of producing 30,000 units annually.
- KB Securities raised Hyundai Mobis’ target price to 750,000 won and, for the first time, factored in its indirect 10.9% stake in Boston Dynamics, valuing that stake at 14 trillion won.
- The brokerage lifted assumptions for Atlas’ pricing and Mobis’ actuator profits and projected, under a high‑volume scenario, up to 13 trillion won in medium‑ to long‑term operating profit from humanoid components by 2035.
- Editorial commentary cautioned that a blanket refusal of humanoids could hurt Hyundai’s competitiveness as rivals advance, urging negotiated protections, retraining, and broader government engagement.