[Edaily Reporter Kwon Oh-seok] Yuanta Securities stated on the 5th that #Sena Technology could attract attention for its growth potential due to its voice-based robot communication technology. However, it did not provide an investment opinion or target price. Kwon Myung-jun, an analyst at Yuanta Securities, said, "In February, the company signed an MOU (Memorandum of Understanding) with PIMZ to jointly pursue a robot business for next-generation logistics centers. By combining Sena Technology’s Mesh communication and Wi-Fi technology with PIMZ’s Warehouse Management System (WMS), it becomes possible to create a highly advanced workflow where workers give voice commands to robots and robots verbally report on the work site.” He continued, "This is because Workgroup Communication (WGC) technology has been integrated into the robots, allowing for seamless real-time voice collaboration between workers and robots, as well as between robots themselves, even in noisy logistics environments." He added, "By combining PIMZ’s logistics data with Sena Technology’s physical AI technology, the company has set a concrete business goal of supplying a cumulative total of 1,000 units within the next five years." Researcher Kwon elaborated, “Last February, we signed an MOU with #Clobot, a robot service and control solution company, to develop robot-worker voice communication solutions and expand our robotics business. The plan is to build a next-generation communication solution that enables various types of robots and on-site workers to communicate via real-time voice and collaborate organically by combining Sena Technology’s mesh wireless communication technology with Clobot’s robot control platform.” He noted, “While existing mobile communication networks suffer from dead zones in locations such as factories, underground areas, and disaster sites—where there are many metal structures—mesh networking allows robots and workers’ devices to act as communication relays, enabling the robots to form their own independent networks. This makes lag-free, real-time communication possible even in situations and environments where conventional networks cannot reach.” He emphasized, “We plan to establish a voice-based operational system through seamless communication between guidance, cleaning, transport, and patrol robots and on-site workers in hospitals, nursing homes, and large buildings.” He also noted, “We entered the service robot industry by unveiling our first new robot product, the personal autonomous golf trolley (DroneCaddie Rover), at RoboWorld 2025. It features advanced autonomous driving capabilities, ultra-high-definition 4K cameras, and a one-touch automatic folding system that allows for automatic tracking and remote control," he said, adding, "We plan to complete preparations for mass production within this year, with full-scale sales set to begin as early as this year or next year." The company added, “We plan to expand into both domestic and international markets. We will differentiate between personal-use and rental models; for the personal-use model, we will pursue general sales targeting the U.S. and European markets, while our strategy is to secure a foothold in the domestic market through the rental model.” They further noted, “It is understood that concrete discussions regarding adoption are currently underway with domestic golf courses.”
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