[Edaily Reporter Shin Yeong-bin ] Major South Korean robotics companies accelerated their revenue growth in the second quarter of this year. New business ventures that each company has been focusing on—such as humanoid robots, core components, and robotics solutions for North America—are translating into sales.

According to a regulatory filing on the 14th, Rainbow Robotics(277810)’s second-quarter revenue reached 12.31417 billion won, a 97.9% increase compared to the same period last year. Its operating loss narrowed by 1.4% to 2.02769 billion won.

Rainbow Robotics’ humanoid business has established itself as a key revenue driver. In the first half of the year, revenue from mobile humanoids reached 8.65289 billion won, accounting for 40.48% of total revenue and becoming the company’s top-selling product category.

Business with SamsungElectronics also increased. Rainbow Robotics’ second-quarter revenue from SamsungElectronics was approximately 3.26475 billion won, a 35.3% increase from the first quarter’s 2.41361 billion won. The company is preparing to expand its humanoid business, noting that it has the capacity to produce approximately 120 mobile humanoids annually.

ROBOTIS(108490)The company achieved both revenue growth and improved profitability. Second-quarter revenue reached 15.37213 billion won, a 95.1% increase from the same period last year, while operating profit jumped 722.9% to 1.98107 billion won.

Actuators were the driving force behind ROBOTIS’ growth. In the first half of this year, actuator revenue totaled 26,665,460,000 won, accounting for 97.99% of consolidated revenue. In essence, growing demand for these core components—which make up the joints of robots such as humanoids—translated into strong financial results.

In particular, the share of revenue from the Chinese market in the second quarter rose approximately threefold compared to the first quarter. ROBOTIS resumed operations at its Chinese subsidiary, which had been suspended, in February, and plans to officially launch the “Dynamixel-Q”—a quasi-direct-drive (QDD) actuator designed specifically for humanoids—and the bipedal humanoid “AI Sapiens” in the second half of the year.

Doosan Robotics(454910)The growth rate was even more significant. Second-quarter revenue reached 17,674,020,000 won, a 290.0% increase from the same period last year. The operating loss narrowed by 7.9% to 14,417,200,000 won.

Doosan Robotics attributed its revenue growth to the expansion of its North American solutions business. By expanding operations based on OneXia, which it acquired last year, the share of North American revenue rose to approximately 53% in the first half of this year. Last month, the company relocated its North American subsidiary to a site four times larger than its previous location and began expanding its workforce.

Going forward, the company plans to expand its intelligent solutions—which combine software and AI with collaborative robot arms—while broadening its business scope to include “industrial humanoids.” It also plans to secure physical AI technology through robots that replicate the work intelligence of skilled workers, as well as additional M&A and partnerships.

Neuromeka Co., Ltd.(348340)However, the company’s performance was somewhat lackluster. Second-quarter revenue stood at 2,822,190,000 won, a 17.9% decrease from the same period last year, while the operating loss widened by 26.5% to 5,266,950,000 won. The operating loss ratio also deteriorated from 121.1% to 186.6%.

Industry observers note that while expectations for growth in the robotics market are beginning to translate into actual revenue, the ability to achieve profitability will be the key factor distinguishing the performance of individual companies going forward.