Hyundai Mobis Orders Surge on Core Component Demand From Global Automakers

Hyundai Mobis orders from global automakers saw a sharp rise in 2025, underlining the company’s growing relevance in the global automotive supply chain. The supplier reported that the value of core component orders secured between January and December 2025 reached USD 9.17 billion, significantly outperforming its original annual target.
The order intake, which excludes business from Hyundai Motor Company and Kia Corporation, reflects a 23% increase over the initial goal of USD 7.45 billion. This performance signals stronger acceptance of Hyundai Mobis technologies among non-affiliated global automakers.

Hyundai Mobis orders driven by major wins in core components

A key contributor to Hyundai Mobis orders in 2025 was the acquisition of large-scale contracts from two leading automakers in North America and Europe. These orders covered battery systems (BSA) and chassis components, reinforcing the company’s position in high-value vehicle platforms.

Expansion across electrical and infotainment technologies

In electrical components, Hyundai Mobis secured an order for advanced human-machine interface products from its primary client in North America. The company also entered a new supply relationship by providing sound systems to a brand focused on sedan models, broadening its infotainment portfolio.

Rising demand from emerging automotive markets

Hyundai Mobis orders also benefited from deeper penetration in emerging markets. In China and India, the supplier diversified its customer base for braking, steering, and safety components, leading to incremental order growth across multiple vehicle segments.
Key factors supporting order growth included:

• Broader customer diversification beyond affiliated automakers

• Increased demand for safety-critical and chassis systems

• Strong traction in both mature and emerging automotive markets

Building on this momentum, Hyundai Mobis Ltd. has set a new objective to raise the value of core component orders from global automakers, excluding Hyundai and Kia, by 30% year on year. The company is targeting USD 11.84 billion in orders, signaling confidence in sustained global demand for its automotive technologies.