Samsung Electro-Mechanics says humanoid robot camera modules are in mass production
Samsung Electro-Mechanics told analysts on its third-quarter call on Oct 28 that it has started mass production of camera modules for humanoid robots, and that high-resolution modules it prepared for first production in the second quarter began shipping to a North American customer in the third quarter, according to Chosun Ilbo and Seoul Economic Daily.
The company filed preliminary Q3 results on DART the same day; it did not name the customer.
Samsung Electro-Mechanics said on its third-quarter earnings call on Oct 28 that camera modules for humanoid robots have entered mass production, Chosun Ilbo and Seoul Economic Daily reported. According to Seoul Economic Daily, high-resolution modules that the company had said in the second quarter it was preparing for first production began shipping to a North American customer in the third quarter, and the company is adding supply capacity at its North American base. It did not name the customer.
The optics division had Q3 revenue of KRW 941.3 billion, slightly down on the quarter and about 3% higher than a year earlier, with humanoid modules, foldable-phone cameras and high-resolution cameras for EVs and robots offsetting weaker IT demand, Chosun Ilbo reported. The company's preliminary results filing on DART put group Q3 operating profit at KRW 691 billion.
MEKAWIRE context: on Oct 22 we reported an outlet account linking the company to Tesla's Optimus; the call confirms humanoid camera shipments to a North American customer but not who it is. With LG Electronics readying actuator mass production the same day, two Korean component makers now report humanoid parts as a line item.