[Stock in Focus] Obigo Gains Attention for 'SDV Platform' After Nvidia Unveils Autonomous Driving AI Model
Obigo is showing strong performance. This is believed to be influenced by expectations that demand for in-vehicle content services will surge in the era of autonomous driving, following Nvidia's release of its autonomous driving artificial intelligence (AI) model.
As of 11:13 a.m. on January 7, Obigo was trading at 6,150 won, up 180 won (3.02%) from the previous trading day.
On January 6 (local time), Nvidia unveiled autonomous vehicles equipped with its open-source AI model "Alpha Mayo" at "CES 2026" in Las Vegas, USA. Euisun Chung, Chairman of Hyundai Motor Group, also visited the exhibition and held a private meeting with Jensen Huang, CEO of Nvidia.
As autonomous driving technology advances, analysts predict that drivers will utilize vehicles as a "third living space," leading to an explosive increase in demand for entertainment content.
Obigo supplies in-vehicle browsers and content services to global automakers such as Hyundai Motor Group, Renault, Jaguar Land Rover, Nissan, and Toyota. The Obigo platform has been installed in more than 9.7 million vehicles cumulatively, and the company holds a 50% market share in South Korea's connected car market.
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The company is preparing AI-based content services, including the in-vehicle browser "PickNow," which offers YouTube and Netflix, the gaming platform "PickJoy," and the audio content service "Pickle." In September, Obigo began supplying PickJoy to Renault Korea's "Grand Koleos," marking the start of full-scale revenue generation from its software-defined vehicle (SDV) service platform.
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