In a September 30 business update, LG Innotek said its Paju plant is mass-producing camera modules for humanoid-robot customers and that its robotics-component business recorded revenue for the first time in 2026. It also reported first-half revenue of US$8.22 billion, up 24% year on year, across the company.
GLOBAL IMAGING BRIEF
Analysis: this is a notable move from mobile-camera scale into robot sensing, but the company did not disclose customer names, camera specifications or robotics shipment volumes. Its future-growth targets must not be read as booked production.
Full perspective
The Korean supplier discussed its semiconductor-substrate and physical-AI strategy alongside the camera-module update. The reported US$8.22 billion is company-wide first-half revenue, not robotics revenue; the announcement gives no standalone value for the new robotics business.
LG Innotek says production is under way, while separately describing larger future revenue as an expectation. System makers evaluating these modules need device-level information on optics, sensor choice, synchronization, thermal behavior, durability and supply assurance. Partnerships in autonomy and sensing may broaden the supplier's offering, but integration outcomes and external customer qualification have not been independently established by this release.
Original source
Original source: LG Innotek company release distributed by PR Newswire, September 30, 2026. Production and financial figures are attributed to the company; forward-looking plans are not confirmed outcomes.