Xenics Robotics Completes Robot Supply to Hyundai’s U.S. Plant: A Look at Korean Robotics Firms’ Global Expansion

As of November 13, 2025, the news that Korean robotics company Xenics Robotics has completed the supply of automation products to Hyundai Motor’s Savannah plant in Georgia, USA, is drawing industry attention. This development is seen not merely as a delivery completion but as an important signal that Korean robotics companies are beginning to play a key role in the global manufacturing supply chain.

Particularly interesting is the backdrop of growing expectations for the lifting of the U.S. federal government shutdown, which is bringing renewed attention to domestic companies’ entry into the U.S. market. With concerns over investment delays easing, there are projections that investments in manufacturing, semiconductors, and robotics infrastructure within the U.S. will accelerate. In this context, Xenics Robotics’ achievement is even more significant.

Xenics Robotics, headquartered in Seoul, is a global robotics company providing intelligent automation solutions to advanced industries such as semiconductors, displays, logistics, ports, and smart cities. The company is particularly recognized for its strong technical capabilities in the fields of precision AGVs (Automated Guided Vehicles), AMRs (Autonomous Mobile Robots), and Stalkers. The completion of the Hyundai supply signifies that their technology has been validated on the global stage.

Hyundai’s Savannah plant is a key production base constructed by the Hyundai Motor Group to target the U.S. market. This plant, which began construction in 2022 and aims to be operational by the first half of 2025, has an annual production capacity of 300,000 electric vehicles and is a large-scale project with a total investment of $5.5 billion. The introduction of automation solutions from a Korean robotics company in such a significant facility holds considerable meaning.

Expanding Collaboration with Samsung Electronics, Entry into the Semiconductor Logistics Automation Market

Xenics Robotics’ global expansion does not stop at Hyundai. The company has announced that it is also in discussions regarding U.S. production bases with Samsung Electronics. Notably, Xenics Robotics has secured over 50% market share in the Stalker field, a key equipment in Samsung Electronics’ semiconductor logistics.

The Stalker is essential equipment for storing and transporting wafers in the semiconductor manufacturing process, requiring precise operations in a cleanroom environment. Securing over 50% market share in this field is an indicator that Xenics Robotics’ technology and quality are at the industry’s highest level. It is not easy for a Korean company to secure such a market share in the global semiconductor equipment market.

According to company representatives, discussions are underway for supplying Stalkers to Samsung Electronics’ Taylor fab in Texas, and demand is also anticipated at the Austin plant, leading to expanded discussions. Samsung Electronics’ Texas Taylor fab is an advanced semiconductor production facility being constructed with an investment of $17 billion, aiming for mass production in the second half of 2026. The participation of a Korean robotics company in such a large-scale investment project is significant.

Domestically, Xenics Robotics’ position is solid. The company has revealed that it is in supply discussions with major domestic sites of Samsung Electronics, including Pyeongtaek, Giheung, Hwaseong, and Cheonan, which appears to be a strategic approach targeting both domestic and international markets simultaneously. Especially as Samsung Electronics expands its production bases both domestically and internationally, securing a position as a verified supplier seems to be a great help for future growth.

Competitiveness in the Global Robotics Market and Future Prospects

Looking at Xenics Robotics’ customer portfolio gives a glimpse of their global competitiveness. In addition to Hyundai and Samsung Electronics, they have global top-tier customer references such as SEMES, Samsung Display, Hyundai Rotem, and China’s BOE. Notably, BOE is the world’s largest display manufacturer, and collaboration with such companies shows that Xenics Robotics’ technology is recognized beyond borders.

The global industrial robotics market is estimated to be around $20 billion as of 2023, with an annual growth rate of over 10%. With the surge in automation demand in semiconductor and electric vehicle manufacturing, companies with precision robotics technology are presented with significant opportunities. The fact that Xenics Robotics shows strengths in both fields is evaluated very positively.

Compared to competitors, traditional powerhouses like Japan’s FANUC and Germany’s KUKA still lead the market, but Korean companies are showing considerable competitiveness in specific fields. Especially in the semiconductor manufacturing equipment sector, Korean companies’ technology is recognized globally, as evidenced by Xenics Robotics’ 50% market share in the Stalker field.

The company has announced plans to establish a local subsidiary in Silicon Valley to accelerate its penetration into the North American market based on these references. Entering Silicon Valley is expected to provide opportunities not only to secure a sales base but also to create connections with the local tech ecosystem and quickly absorb the latest technology trends.

However, there are a few points to be cautious about. The company has stated that due to NDAs (Non-Disclosure Agreements), it is difficult to disclose specific supply scales or schedules, making it challenging for investors to accurately grasp the business scale. Additionally, collaboration with large corporations like Hyundai or Samsung Electronics is both an opportunity and a risk, as changes in the clients’ investment plans or policies can significantly impact the business scale.

Nevertheless, the current situation of Xenics Robotics is evaluated very positively. Especially with the reshoring trend of U.S. manufacturing and the diversification policy of the semiconductor supply chain coinciding, a new window of opportunity seems to be opening for Korean robotics companies. Policies like the Biden administration’s CHIPS Act and IRA (Inflation Reduction Act) are promoting manufacturing investment within the U.S., leading to increased demand for automation solutions.

Looking at Xenics Robotics’ future growth strategy, they seem to be evolving from a mere hardware supplier to a comprehensive solution provider. By offering a variety of product lines such as AGVs, AMRs, and Stalkers, they are building capabilities to integrate and manage the entire automation line of their clients, which is a strategy that can create much higher added value than simple equipment supply.

Ultimately, the case of Xenics Robotics can be interpreted as an important indicator of the global competitiveness of the Korean robotics industry. Their entry into the North American market, based on technology validated through collaboration with large corporations like Hyundai and Samsung Electronics, and their positioning as a key partner in the global supply chain, could serve as a good benchmark for other Korean robotics companies. It will be worth watching how specific outcomes manifest after the second half of 2025.

This article was written by reading an article from Hankyung Korea Market and adding personal opinions and analysis.

Disclaimer: This blog is not a news medium, and the content written reflects the author’s personal views. The responsibility for investment decisions lies with the investor, and the author assumes no responsibility for investment losses based on the content of this article.