LG Innotek set to mass-produce parts for humanoid robots in 2026

By Lee Min-hyung

LG Innotek will begin mass-producing key components for humanoid robots in 2026, with supply volume expected to increase tenfold each year starting next year, its CEO said Monday.

“We are teaming up with multiple partners in camera and conducting joint development for robot hands and joints,” LG Innotek CEO Moon Hyuk-soo told reporters after the firm's regular shareholders’ meeting in Seoul.

Even if just a few thousand components are to be mass-produced next year, the figure is expected to grow tenfold each year starting from 2027 or 2028, he said.

The market for humanoid robots is expected to grow rapidly, as major overseas tech firms — such as Nvidia, Tesla and Meta — demonstrate their vision to tap into this emerging growth area.

LG Innotek is also working to strengthen its position in the business, identifying it as one of its key growth engines. In January, the CEO said the company is already partnering with prominent humanoid robot firms and will announce details after achieving meaningful outcomes at the CES trade show in Las Vegas.

Regarding concerns over U.S. President Donald Trump's imposition of tariffs on products imported from Mexico, Moon said he is negotiating the details with its clients. LG Innotek is producing motors, sensors and camera modules for vehicles in Mexico.

“For now, our products made in Mexico are not subject to tariffs, as our clients take the burden, but there stands a possibility that the burden is shifted onto LG Innotek later,” Moon said. “We are in talks with clients to minimize damages.”

He also remained optimistic over the ongoing chasm in the electric vehicle (EV) industry before their eventual mass adoption.

“We expect demand for EVs to jump into a normal track for recovery around the end of this year,” he said.