🧠 Food for thought

Implications, context, and why it matters.

Hyundai’s 2026 goal depends on hybrids and EVs

• Hitting 4.2 million sales in 2026 will depend on moving toward 60% electrified vehicles (hybrids and EVs) by 2030 1.
• The company plans more than 18 hybrid models by 2030, with Genesis (Hyundai’s luxury brand) hybrids from 2026 and the Palisade Hybrid using TMED-II technology (Hyundai’s second-generation transmission-mounted electric hybrid system) 1.
• In November 2025, Ioniq 5 fell 59% while Ioniq 6 dropped 56% year over year after U.S. federal EV incentives ended 2.
• Hyundai Motor Group Metaplant America targets 500,000 units by 2028 across 10 hybrid or EV models, yet production hits scale after 2026 1.

Software partners can target Hyundai’s connected and software-defined vehicle (SDV) plan

• Pleos Connect, Hyundai’s infotainment system, launches in Q2 2026 with an in-vehicle app store for third-party developers 1.
• By 2025, Hyundai Motor Group expected 20 million connected vehicles and plans to run its connected car OS on the NVIDIA DRIVE platform (an automotive-grade computing stack) 3.
• Hyundai is building Atria AI for autonomous driving, Gleo AI for voice interaction, and Capora AI for fleet management 1.
• Hyundai Motor Group aims for Level 2+ autonomy by late 2027 using vehicle-optimized neural processing units (NPUs) and large-scale training infrastructure 4.