现代摩比斯为印度、印尼HEV电池产线启动设备招标，潜在400–600亿韩元订单利好设备 incumbent Toptec

Hyundai Mobis plans to add battery production facilities in India and Indonesia, expanding its hybrid electric vehicle (HEV) battery business globally following investments in North America and Europe.
According to industry sources on Oct. 28, Hyundai Mobis has launched bidding to select suppliers of battery module and pack production equipment for HEV facilities in India and Indonesia. With equipment investment estimated at 20 billion to 30 billion won per production line, the combined investment in the two plants is expected to reach 40 billion to 60 billion won.
The new HEV battery assembly lines will be designed for 2170 cylindrical battery cells, measuring 21 millimeters in diameter and 70 millimeters in height. LG Energy Solution and Samsung SDI are being mentioned as potential cell suppliers. Hyundai Mobis purchases cells from battery manufacturers, assembles them into modules and packs, and integrates cooling systems and battery management systems (BMS) to produce battery system assemblies (BSA) for automakers including Hyundai Motor.
Hyundai Mobis has established BSA plants for electric vehicles in Chennai, India, and near Jakarta, Indonesia, to support Hyundai Motor’s local vehicle production. In India, Hyundai Motor completed a new plant in Pune this month, adding to its two Chennai plants and bringing annual production capacity to nearly 1 million vehicles. The automaker plans to introduce an HEV version of its flagship local sport utility vehicle (SUV), the Creta, next year. Hyundai Motor also operates a vehicle plant in Indonesia with annual production capacity of up to 250,000 units.
Hyundai Mobis is increasing investment in global battery production facilities as Hyundai Motor expands production of electric vehicles (EV), extended-range electric vehicles (EREV) and HEVs. Differences in battery capacity and cell formats across vehicle models require assembly equipment tailored to each specification. Hyundai Mobis invested about 70 billion won in expanding battery module and pack production equipment in North America and Europe in the second half of this year.
The US was the first market to receive investment. In August, Hyundai Mobis placed successive orders for battery module and pack assembly equipment for HEVs and EREVs, totaling more than 40 billion won. The HEV lines use cylindrical battery cells, while the EREV lines use prismatic cells. Hyundai Mobis is also expected to place additional orders for EV assembly equipment using pouch-type cells.
In Europe, Hyundai Mobis is expanding EV battery production capacity at its Czech plant. In September, the company ordered more than 25 billion won worth of assembly equipment designed for pouch-type battery cells. It also plans to establish an additional production line using prismatic cells.
South Korean automation equipment maker Toptec secured the equipment contracts. Toptec disclosed that it won orders from Hyundai Mobis’ North American electrification subsidiary worth 20.1 billion won for an HEV battery assembly line and 21.1 billion won for an EREV battery assembly line. In September, it signed a 25.6 billion won contract with Hyundai Mobis’ Czech subsidiary to supply an EV battery assembly line. The three contracts total 66.8 billion won, equivalent to about 39% of Toptec’s total revenue of 171 billion won last year.
Hyundai Mobis previously announced plans to spend a total of 2.1913 trillion won on production and research and development (R&D) facilities this year. Including the new projects in India and Indonesia alongside orders already placed in North America and Europe, investment in battery production equipment is estimated to exceed 100 billion won. That represents about 5% of the company’s overall capital expenditure plan.
The company is also expanding production facilities for key electrification components, including EV drive systems. Last month, Hyundai Mobis began mass production of power electric (PE) systems at its plant in Slovakia. A PE system is an EV drive unit that integrates an electric motor, inverter and reduction gear. With the addition of the Slovak plant to its existing BSA facilities in the Czech Republic and Spain, Hyundai Mobis now has three electrification production bases in Europe.
Hyundai Mobis is scheduled to announce its third-quarter earnings on Oct. 30. Market consensus estimates call for revenue of 16.0995 trillion won and operating profit of 944.7 billion won, increases of 7.1% and 21.1%, respectively, from a year earlier.