Moon Hyuk-soo, CEO of LG Innotek, has identified “physical artificial intelligence (AI),” including humanoids, as the company’s next growth engine. Moon projected that LG Innotek could begin mass production of robot components as early as 2027.

Moon made these remarks on the 23rd while speaking with reporters after the shareholders’ meeting held at LG Innotek’s Magok R&D Campus in Gangseo District, Seoul. He said, “We are in supply discussions with major customers in the United States and Europe, led by ‘integrated sensing modules’ such as LiDAR and cameras,” and forecast, “The period for large-scale mass production of robot components will likely be 2027–2028.”

LG Innotek is a company that has grown on the basis of mobile optical components. After expanding its business scope to autonomous driving components and substrates for AI semiconductors, it has also been generating humanoid-related revenue since the beginning of this year. Moon projected, “After 2030, when the general public begins using humanoids at home, we will be able to generate meaningful revenue in this area.”

LG Innotek plans to secure a site for a new plant within the first half of this year (January–June) to expand its semiconductor substrate production facilities. Moon said, “(For semiconductor substrates) our production capacity is currently insufficient compared with customer demand,” and added, “By securing the plant site, we will double our production capacity from the current level.” The average utilization rate of LG Innotek’s semiconductor substrate production lines last year was 80.8%.

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