Hyundai’s labour union in South Korea has warned that deploying co-working humanoid ‌robots without union approval would result in ‘employment shocks’, according to a Reuters report. At the CES earlier this month, Hyundai Motor Group said its Atlas robot is scheduled to be deployed at its Hyundai Motor Group Metaplant America facility by 2028 to carry out sequencing tasks. The robot is intended to take on higher-risk work, reduce physical strain on workers and support the development of collaborative hu ...

Core Insights - Arm Holdings has reorganized to create a Physical AI unit aimed at expanding its presence in the robotics market, coinciding with a significant focus on robotics at CES [1][2] Business Structure - Arm will now operate three main lines of business: Cloud and AI, Edge (including mobile devices and PCs), and Physical AI, which will encompass its automotive business [3] - The Physical AI unit combines robotics and automotive sectors due to similar customer requirements such as power constraints, safety, and reliability [7] Market Potential - The company views robotics as a market with immense long-term growth potential, with expectations that physical AI solutions could significantly enhance labor efficiency and impact GDP [6] - Arm's strategy includes increasing licensing fees and considering full chip design to boost its business [5] Partnerships and Collaborations - Arm collaborates with various automakers globally, including Tesla, and robotics companies like Boston Dynamics, which is owned by Hyundai [7] - A production-ready Atlas humanoid robot was unveiled by Hyundai and Boston Dynamics, set to be deployed in U.S. factories by 2028 [8]

Core Insights - The auto industry is rapidly evolving, with a shift towards humanoid robotics and physical AI, exemplified by Mobileye Global Inc.'s acquisition of Mentee Robotics for approximately $900 million [2][3][4] Group 1: Mobileye's Acquisition - Mobileye is acquiring Mentee Robotics to enter the humanoid robotics sector, paying around $612 million in cash and the remainder in stock [3] - The acquisition aims to leverage Mobileye's expertise in AI and large-scale production with Mentee's robotics platform [4] - The first proof-of-concept deployments are expected by 2026, with full-scale commercialization targeted for 2028 [5] Group 2: Industry Trends - Major automakers like Mercedes-Benz, Hyundai, BMW, and Tesla are exploring humanoid and autonomous robots to enhance manufacturing efficiency and flexibility [6][10] - The motivation for this shift includes improving operational efficiency, reducing repetitive strain on workers, and enhancing precision in production [7] Group 3: Hyundai's Robotics Strategy - Hyundai is integrating humanoid robots into its operations, planning to deploy the Atlas robot in factories by 2028, targeting an annual production of around 30,000 robots [8][9] - Initially, Atlas will focus on parts sequencing, with plans to expand its role to more advanced assembly tasks by 2030 [9] Group 4: Mercedes-Benz's Initiatives - Mercedes-Benz is implementing a structured approach to robotics as part of its digitalization strategy, including the use of a robotic dog for security [10][12] - The company is collaborating with Apptronik to integrate Apollo humanoid robots into production systems, with a focus on achieving fully autonomous operations [12] Group 5: Tesla's Robot Production - Tesla is advancing its humanoid robot program, Optimus, with plans to reveal a production-intent model in early 2026 and target annual production of up to one million units [13][14] Group 6: BMW's Deployment - BMW has transitioned from testing to active deployment of humanoid robots, utilizing them in physically demanding tasks at its Spartanburg plant [15][16] - The F.02 humanoid robots have contributed to the production of over 30,000 BMW X3 vehicles, providing insights for future robot generations [16] Conclusion - Humanoid robotics is emerging as a critical frontier for automakers, promising significant advancements in efficiency and technological leadership as the industry undergoes transformative changes [17]

Core Insights - The company has announced the launch of its first commercial version of the Atlas humanoid robot, which is specifically designed for industrial applications [1] Group 1 - The Atlas humanoid robot is aimed at enhancing efficiency in industrial work environments [1] - This launch marks a significant milestone in the company's robotics development, indicating a shift towards commercializing advanced robotic technologies [1] - The introduction of the Atlas robot may open new market opportunities within the industrial sector, potentially leading to increased revenue streams for the company [1]

Core Insights - The U.S. robotics industry has seen transformative growth through late 2025, with significant advancements in AI-powered automation, quantum navigation, and human-robot collaboration creating investment opportunities [2] - North American manufacturing robotics orders increased by 6.2% year over year, with revenues growing by 9.3%, driven by sectors like automotive and semiconductors [3] - Healthcare robotics reached critical milestones, with Intuitive Surgical and Johnson & Johnson making significant advancements in surgical systems, indicating a growing market projected to reach $10.2 billion by 2033 [4] - The elder care assistive robotics market is projected to grow from $2.93 billion in 2024 to $9.85 billion by 2033, with notable deployments by companies like Toyota and Diligent Robotics [5] - Defense robotics saw $2.3 billion in contracts awarded by the U.S. Department of Defense, highlighting the sector's growth and strategic importance [6] - The collaborative robot market is expected to grow from $1.42 billion in 2025 to $3.38 billion by 2030, with significant developments from companies like Dynamics and Tesla [7] - The convergence of AI technologies, 5G, and advanced manufacturing is positioning leading robotics companies for sustained growth through 2026 [8] Company Highlights - Trimble's robotics-driven construction automation achieved 11% revenue growth to $901 million, with a strong focus on AI integration and recurring revenue [10] - NVIDIA solidified its position as a key infrastructure provider for the physical AI revolution, unveiling advanced humanoid robot models and strategic partnerships across various sectors [11] - Teradyne's robotics division reported $75 million in third-quarter revenues, with a focus on AI and strategic partnerships to enhance its competitive positioning in industrial automation [12]