On July 30, Samsung Electronics publicly announced its evaluation of acquiring overseas robotics startups to accelerate its development and commercialization in the humanoid robot and PhysicalAI sectors. This follows the establishment of the RX (RoboticseXperience) robotics division, which reports directly to CEO Kim Tae-joon, and the appointment of Lee Dong-gun, former head of robotics strategy at Hyundai, to lead this initiative.
Samsung's strategy includes setting up research and development centers in key robotics markets such as the United States, China, and Japan. The company has increased its stake in South Korea's Rainbow Robotics to 35%, becoming its largest shareholder, and plans to invest in U.S.-based PhysicalAI company Skild AI by 2025. With a total investment of approximately 19 trillion won in the Gyeongnam region, Samsung aims to establish a humanoid robot production base in Gimhae.
As the RX division becomes operational, market expectations suggest that Samsung will significantly accelerate its equity investments and acquisitions in high-quality global robotics startups, focusing on core technologies such as dexterous hands, foundational robot models, and autonomous navigation.
Editor's Note
Samsung's aggressive push into robotics reflects a strategic pivot as traditional business segments like mobile and home appliances reach maturity. The establishment of the RX division and planned investments signal a commitment to innovation in humanoid robotics, positioning the company for future growth in this emerging sector. Stakeholders should monitor Samsung's acquisition activities and technology partnerships closely as they unfold.
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