According to Morgan Stanley's recently released report titled 'Humanoid 100', humanoid robot technology is expected to emerge as a major investment theme over the next decade.
The global investment bank forecasts that the related market size could reach up to $60 trillion (approximately 8,662 trillion Korean won). The report analyzes the humanoid industry by dividing it into three sectors: Brain (semiconductor development), Body (hardware manufacturing), and Integrator (comprehensive enterprises).
Notably, four domestic companies have been selected as part of the global top 100 key players in the robotics field. Samsung, Hyundai Motor, LG, and Naver have been recognized as humanoid integrators, standing alongside global tech giants like Tesla, Apple, and Amazon.
Additionally, Samsung Electronics and SK Hynix are listed under the Brain sector, while Samsung SDI and LG Energy Solution are recognized in the Body sector. In particular, Naver has been acknowledged as an exemplary company applying robotic technology in real work environments.
Naver's second office building, '1784', has been certified as a robot-friendly building, currently operating over 100 service robots called 'Rookies' within its premises. This achievement places Naver alongside other global firms such as Tesla and Toyota.
This report underscores the future potential of humanoid technology and serves as a reaffirmation of the global competitiveness of Korean companies.
