Robotis
KOSDAQ-listed Seoul maker of DYNAMIXEL smart actuators and physical AI robot platforms.
- Korea clears 20 Robros humanoids to work beside people, and the fence rule it lifts is the bottleneck Figure, Atlas and UBTech face too
Korea's regulatory sandbox approval on October 13 lets Robros put 20 walking humanoids beside workers at Nepes, Sungwoo Hitech, HD Hyundai Samho and Delivery Lab, lifting a fence rule written for fixed industrial robots. Set against MEKAWIRE's records, the number is small: Hyundai plans 25,000 Atlas units, UBTech sold 921 full-size humanoids in six months and Figure says it builds one robot an hour. But Korea is the only market in our data where the state has formally changed who may let a humanoid work next to people, and that permission, not robot count, is what most factory deployments are still waiting for.
Mentioned - Inside Unitree Robotics, where humanoids now outsell robot dogs but nearly three-quarters go to labs and classrooms
Unitree Robotics, the Hangzhou maker of quadruped and humanoid robots that listed on Shanghai's STAR Market in August 2026, now earns more from humanoids than from robot dogs. Its filings show 73.6% of humanoid revenue in the first nine months of 2025 came from research and education buyers, the central question for a company worth about RMB61 billion at its issue price.
Mentioned - Direct Drive Tech and Camsense raise HK$1.76 billion in back-to-back Hong Kong listings, putting the parts inside cheap robots on the market
Direct Drive Tech, which makes direct-drive motor modules for household and wheel-legged robots, raised HK$1,080.0 million when it listed in Hong Kong on 29 September 2026. Robot-vacuum sensor supplier Camsense followed on 30 September with HK$682.0 million after retail investors oversubscribed its public tranche 3,546.91 times. Both companies depend on five customers for more than 80% of sales, their filings show.
Mentioned - Korea's AI robot alliance reaches 280 members in its first year, with shipyard and refinery humanoids aimed at 2027 and 2028
Korea's trade ministry said on May 29 that the AI robot division of its M.AX manufacturing alliance now has about 280 members and is running industrial humanoid pilots with HD Hyundai Heavy Industries, SK Energy and BGF. It also highlighted Korean robot foundation models, a 13 km/h humanoid lower body from KAIST and plans for a 500 billion won fund with a mandatory humanoid share.
Subject - UBTech sells 1,079 full-size humanoids in 2025 as robot revenue rises 22-fold to RMB820.6 million
UBTech Robotics said in its 2025 annual results that revenue from full-size humanoid robots rose 2,203.7% to RMB820.6 million on 1,079 units, lifting group revenue 53.3% to RMB2.0 billion. The net loss narrowed to RMB789.8 million, while three share placings raised RMB5.78 billion to fund capacity for more than 6,000 robots a year.
Mentioned - Doosan Robotics' 2025 loss widens to 59.5 billion won as cobot arm sales halve, and it puts $16 million more into its US solutions arm
Doosan Robotics reported 2025 consolidated revenue of KRW 32.98 billion, down 29.6%, and an operating loss of KRW 59.47 billion, according to its DART filings. Sales of its core cobot arms roughly halved as North American demand fell about 50% under tariff uncertainty. On 26 March 2026 the board approved a USD 16.0 million capital injection into Doosan Robotics Americas, the former ONExia, to expand its factory on the back of a USD 14.9 million order backlog.
Mentioned - Korea forms K-Humanoid Alliance of about 40 groups, targeting a shared robot brain and sub-60kg, 50-joint humanoids by 2028
South Korea's Ministry of Trade, Industry and Energy launched the K-Humanoid Alliance in Seoul on 10 April 2025, with about 40 companies, universities and other organisations signing a cooperation agreement aimed at making Korea the world's leading humanoid nation by 2030. The ministry expects more than 1 trillion won of public and private investment by 2030 and set 2028 targets for a shared robot AI foundation model and for humanoids under 60kg with more than 50 degrees of freedom.
Partner - LG Electronics takes 51% of Bear Robotics and hands it the CLOi service robot business, four weeks after Samsung moved on Rainbow
LG Electronics' board voted on 22 January 2025 to exercise a call option for another 30% of Silicon Valley delivery robot maker Bear Robotics, lifting its stake to 51% and making the start-up a subsidiary. LG will move its CLOi commercial robot unit under Bear and keep chief executive John Ha in charge, but has not said what it paid for the second tranche.
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