Korean lamp maker IL books KRW 2.6bn in robot sales, 3% of revenue, ahead of ILbot humanoid
IL Co., a KOSDAQ-listed maker of LED lenses and automotive lamps, reported KRW 2.628 billion of robot revenue for the first nine months of 2026 in its quarterly report filed with Korea's DART on Oct 29, 3% of its KRW 83.49 billion consolidated sales.
The filing says the company plans to launch a humanoid, adapted from the platform of a global humanoid maker it does not name, under the name ILbot for Korean factories, and that it is already testing humanoid robots on the production line of its affiliate IL Mobility on repetitive auto-parts work; it gives no unit numbers or customers.
Several Korean outlets, including Money Today and Seoul Shinmun, described about KRW 2.7 billion of it as humanoid revenue; the filing lists it only as a nine-month "robot sales and other" line and does not break out humanoids.
MEKAWIRE context: in our coverage IL is the third Korean listed company this week to put a number or a shipment on humanoid business in its Q3 disclosures, after Samsung Electro-Mechanics (camera modules for a North American customer, Oct 28 call) and Samsung SDI (solid-state battery samples, Oct 29), and the only one selling whole robots rather than components.
IL Co., a KOSDAQ-listed maker of silicone lenses for LED lighting and automotive lamp assemblies, reported KRW 2.628 billion of robot revenue for the first nine months of 2026 in the quarterly report it filed with Korea's DART on Oct 29. That is 3% of consolidated sales of KRW 83.49 billion, a small line, but the first time robots appear as their own revenue segment in the company's disclosure.
What the filing says the robot business is
The report describes a physical-AI humanoid platform business. IL plans to launch a humanoid called ILbot, built on the platform of a global humanoid maker that the filing does not name and adapted for Korean industrial sites. The company says it does not intend only to resell another maker's robot: it is testing humanoids on the auto-parts production line of its affiliate IL Mobility on repetitive tasks, and it uses the work data from those trials to refine task algorithms. It also describes a model that pairs robot hardware with process-specific software. No unit numbers, prices, customers or launch date are given.
- Modules, lamps and lighting (LED lighting, silicone lenses, electrical work)
- 34,367
- 41%
- Automotive electronics (lamp assemblies, clusters)
- 36,041
- 43%
- ICT (highway toll and parking systems)
- 6,752
- 8%
- Other (lamps and other)
- 3,705
- 5%
- Robots (robot sales and other)
- 2,628
- 3%
- Total
- 83,493
- 100%
Consolidated, Jan 1 to Sept 30, 2026, KRW million, as filed. Shares as stated in the filing (they sum to 100% after rounding).
As of Sep 30, 2026
Where the reported figure and the filing part ways
Several Korean outlets, including Money Today and Seoul Shinmun, described about KRW 2.7 billion of the revenue as humanoid sales. The filing does not say that. It lists KRW 2.628 billion as a nine-month "robot sales and other" line and does not separate humanoids from other robot products, so the humanoid share is not disclosed. The filing is the authoritative source here.
MEKAWIRE analysis
IL is a supplier using its own factory as the reference site, which is the cheapest way a mid-sized Korean manufacturer can enter humanoids without building one.
In MEKAWIRE's coverage, IL is the third Korean listed company this reporting week to attach a number or a shipment to humanoid business, after Samsung Electro-Mechanics (camera modules for a North American customer, Oct 28 call) and Samsung SDI (solid-state battery samples, Oct 29). It is the only one of the three selling whole robots rather than components. The counter-argument is plain: a reseller of an unnamed foreign platform owns neither the hardware nor the model, and 3% of revenue says little about margins. The next quarterly report, and whether IL names its platform partner, will show whether ILbot is a product or a distribution deal.
- DART quarterly report, Oct 29, 2026
- IL Mobility auto-parts line
- ILbot, on an unnamed global maker's platform
- KRW 83.49bn
- 3%
- KRW 2.628bn