Brokers see Samsung and LG robot units turning profitable from 2028, Bloter reports
Korean brokerages expect the robotics businesses of Samsung Electronics and LG Electronics to spend through 2027 building revenue and enter a steep profit phase from 2028, Bloter reported on Oct 15; the outlook comes from unnamed securities analysts, not company guidance. The report says Samsung set up an RX business unit under DX division head Roh Tae-moon in July, merging its scattered robotics teams, is deploying Rainbow Robotics AMRs and the two-armed RB-Y1 at its chip and overseas plants, and is building a robot data factory at its Gumi site. LG, per the report, plans to show a biped humanoid with NVIDIA Jetson Thor and its own Axium actuators in the first quarter of 2027 and is selling the actuators to other robot makers. MEKAWIRE's database lists Rainbow Robotics, Samsung Electronics and LG Electronics among the Korean robotics companies it tracks, and none of the three has disclosed robot-unit revenue.