LG Electronics is accelerating its entry into the robotics industry with a strategy that focuses not only on building robots but on manufacturing the critical components that make them move.

At its annual shareholder meeting in Seoul, CEO Ryu Jae-cheol outlined the company’s roadmap for the coming decade, placing robotics at the top of five key growth sectors that also include AI data centers, cooling systems, smart factories, and AI-enabled homes.

The announcement signals a shift in LG’s broader strategy. Rather than simply expanding its consumer electronics portfolio, the company is positioning itself as a supplier of core infrastructure for the emerging robotics economy.

Central to that strategy is a focus on robot actuators – the components responsible for generating movement and precision in robotic systems.

Competing Where the Real Value Is

Actuators function as the mechanical “muscles” of a robot, translating electrical signals into controlled motion. They determine how precisely a robot can move, how much weight it can lift, and how efficiently it operates.

In many robotic systems, actuators account for a large portion of total manufacturing costs. Because of their technical complexity, they also represent one of the most strategically valuable parts of the robotics supply chain.

LG plans to begin designing and producing these components internally, with mass production expected to start within the year.

The move allows the company to enter a part of the robotics industry where barriers to entry are high but long-term margins can be attractive. While the market for finished robots is becoming increasingly crowded, the market for advanced robotic components remains relatively concentrated.

Industry forecasts suggest the global actuator market could reach about $23 billion by 2030, making it a potentially significant revenue stream for companies capable of producing high-performance systems at scale.

Building a Robotics Ecosystem

LG’s robotics ambitions extend beyond component manufacturing.

The company has been actively forming partnerships across the robotics sector to strengthen its position within the global ecosystem. One example is its investment in Chinese humanoid robotics developer AgiBot, with whom LG executives have discussed potential collaboration.

These partnerships are intended to provide both technological insight and potential customers for LG’s actuator systems.

By supplying core components to multiple robotics manufacturers, LG could gain influence across the industry without relying solely on its own robot platforms.

This approach mirrors strategies used by companies in other technology sectors, where component suppliers often capture significant value within complex hardware ecosystems.

From Industrial Components to Consumer Robots

While LG’s actuator initiative targets industrial robotics suppliers, the company also continues to develop its own robotic systems.

LG has already deployed service robots in hospitality and logistics environments, including machines designed for delivery and facility operations.

The next stage of development will likely involve consumer-facing robotics.

The company is currently testing its CLOi home robot, a platform intended to assist with tasks in smart home environments. Commercial availability could follow after 2026, depending on technological readiness and market demand.

For LG, the strategy appears to follow a clear sequence: first secure a position within the industrial robotics supply chain, then expand into service robotics and eventually consumer markets.

Robots as Infrastructure

The company’s pivot toward robotics reflects a broader industry trend in which AI is increasingly tied to physical systems.

As artificial intelligence moves from software into machines that interact with the physical world – factory robots, autonomous vehicles, service robots – the importance of hardware components such as actuators, sensors, and edge computing platforms is rising.

LG’s bet is that the real value in robotics may lie less in the visible machines and more in the foundational technologies that power them.

By developing those technologies internally, the company aims to position itself as a central supplier within the emerging physical AI economy.

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Renault has begun deploying a new generation of factory robots at its electric vehicle manufacturing complex in northern France, marking another step in the automotive industry’s shift toward AI-assisted production.

The robots, known as Calvin-40, have recently appeared on the Renault assembly line in Douai, where they perform repetitive tasks such as placing tires onto conveyor systems that feed the Renault 5 electric vehicle production line.

While only a handful of units are currently operating, Renault plans to dramatically expand their presence. Over the next 18 months, the company intends to deploy as many as 350 robots across its ElectriCity production network.

The initiative reflects a broader push by automakers to increase automation as EV production scales globally.

Automating Repetitive Work on the Assembly Line

The Calvin-40 machines were developed by French robotics company Wandercraft and are designed specifically for industrial environments.

Unlike traditional industrial robots that operate within fixed cages or workstations, these machines are built to move within factory spaces and interact with storage racks, conveyor systems, and other equipment.

Each robot stands on two legs and uses articulated arms capable of lifting loads of up to 40 kilograms. The robots retrieve parts such as tires or body components from storage bins and place them into the assembly flow.

A camera system mounted on the robot helps it track objects and monitor its work. Visual indicators on the machine provide operators with real-time status information.

According to Renault, tasks now performed by Calvin-40 robots previously required workers to repeat the same lifting and positioning motions hundreds of times per shift.

By shifting these operations to machines, the company hopes to reduce worker fatigue while maintaining a steady pace of production.

Training Robots for Manufacturing Speed

Developing robots capable of operating reliably in a factory environment required extensive AI training.

While the physical design of the Calvin-40 robot was completed relatively quickly, engineers spent several months refining the system’s software so it could operate at the speed required on an automotive production line.

Training involved teaching the robots how to recognize parts, retrieve components from storage racks, and place them accurately onto moving conveyor systems.

Even with these improvements, Renault says the robots are not yet fast enough to operate in every stage of final vehicle assembly. Some sections of the production line still require speeds beyond what the current generation of robots can achieve.

For now, the machines are focused on specific repetitive tasks where automation can deliver immediate productivity gains.

A Practical Approach to Factory Robotics

Renault’s approach differs from the strategy adopted by some technology companies that showcase humanoid robots in demonstration environments.

Instead of building futuristic prototypes first, Renault has focused on introducing practical automation directly into its factories.

The company has also invested financially in Wandercraft to adapt the robots for automotive manufacturing requirements.

Renault executives say the long-term goal is to accelerate vehicle production while reducing manufacturing costs.

The company aims to cut the time required to build a car by roughly one-third and reduce production expenses by about 20 percent within the next five years.

Automation technologies like the Calvin-40 robots will play a key role in reaching those targets.

Automation and the Future of EV Production

As electric vehicle demand grows, automakers are under increasing pressure to scale manufacturing capacity efficiently.

Factories must manage complex supply chains, new battery technologies, and increasingly competitive production costs.

Industrial robots have long played a role in automotive manufacturing, but newer AI-driven systems are beginning to extend automation into tasks that previously required human flexibility.

Renault’s deployment of the Calvin-40 robots highlights how manufacturers are experimenting with new forms of automation that combine mechanical capability with AI-driven perception and control.

While the robots currently handle relatively narrow tasks, their growing presence on factory floors signals how automation is gradually expanding deeper into the production process.

For automakers racing to scale EV production, that evolution could reshape how cars are built in the years ahead.

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HD Hyundai is moving forward with tests of humanoid robots designed specifically for shipyard welding, marking one of the most ambitious attempts yet to introduce humanoid machines into heavy industrial production.

The South Korean industrial group announced that several of its affiliates have partnered with U.S.-based robotics firm Persona AI to develop and test AI-powered humanoid robots capable of performing welding operations during ship construction.

The project brings together HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Robotics, and Persona AI under a joint development agreement focused on creating robots capable of operating in demanding shipyard environments.

The effort reflects a broader push across heavy industry to apply artificial intelligence and robotics to tasks traditionally performed by highly skilled human workers.

Training Robots on Skilled Welder Expertise

At the center of the project is the challenge of translating human welding expertise into robotic systems.

HD Korea Shipbuilding & Offshore Engineering plans to train AI models using data gathered from experienced welders working in its shipyards. These datasets capture the techniques, motion patterns, and process conditions required for high-quality welding in ship construction.

The goal is to create a robotic system capable of replicating the precision and adaptability of human welders while operating continuously in industrial conditions.

HD Hyundai Robotics will be responsible for integrating the robotic systems and developing technology for monitoring welding quality and controlling the process during operation.

The humanoid platform itself is being developed by Persona AI, whose role includes designing a bipedal robot capable of navigating shipyard environments where narrow walkways, scaffolding, and uneven surfaces can complicate mobility.

Building Robots for Shipyard Conditions

Shipbuilding presents a particularly difficult environment for automation.

Unlike factory assembly lines with predictable layouts, shipyards involve large structures, confined spaces, and constantly changing work environments as vessels move through different construction stages.

Robots designed for these environments must combine multiple capabilities: stable locomotion, environmental perception, precise manipulation, and the ability to operate safely alongside human workers.

The welding robots being developed by HD Hyundai are expected to integrate these functions, allowing them to move between work areas and perform complex welding tasks without requiring fixed automation setups.

Initial prototypes have already undergone early technical evaluations and were judged capable enough to move into expanded testing.

Toward the Smart Shipyard

For HD Hyundai, the project is part of a broader strategy to modernize shipbuilding operations.

Shipyards face growing pressure to improve productivity while addressing worker safety concerns and labor shortages in skilled trades. Welding, in particular, involves physically demanding work often performed in hazardous environments.

Humanoid robots could potentially take on the most dangerous or repetitive tasks while human workers focus on supervision, planning, and specialized operations.

The company describes the welding humanoid as a foundation for future “smart shipyards”, where robotics and AI systems support complex construction processes.

Although the robots remain in the development stage, their eventual deployment could signal a shift in how large-scale industrial infrastructure is built.

As robotics systems become more capable of navigating complex environments and performing skilled manual work, industries such as shipbuilding may increasingly adopt humanoid machines to augment human labor on some of their most demanding tasks.

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