[Weekend Money] The Rise of ○○○ Thanks to 'High-Performing Robot' Atlas

"Continued Attention Needed for Actuator and Module Robotics Stocks"
Spotlight on Hyundai Mobis, SL Corporation, and Hyundai AutoEver

Boston Dynamics, an affiliate of Hyundai Motor Group, has placed the greatest emphasis on actuators and modules in the development of its humanoid robot, Atlas. With major global robotics companies preparing for their initial mass production, there are growing opinions that attention should be paid to companies related to these components.

Kim Guyon, a researcher at Daishin Securities, analyzed in the report "Where Is Boston Dynamics Focusing Its R&D?" that "Boston Dynamics is concentrating its research and development investments in five areas, with actuators being the core focus."

On March 19 (local time), Boston Dynamics shared details regarding the design direction and strategies for each of its robot portfolio lines. Researcher Kim stated, "Boston Dynamics announced that it is focusing Atlas on being an industrial labor robot, aiming to create a 'high-performing robot' that can work efficiently and be managed effectively in industrial settings."

ChatGPT Generated Image

He further emphasized that actuators are at the heart of Boston Dynamics' robotics hardware, and added, "By improving the performance of its proprietary actuators by at least twofold compared to existing ones, the company has expanded the range of applications for the same actuator." Boston Dynamics is pursuing a strategy of maximizing component standardization to enhance design reliability and increase efficiency in production, procurement, and inventory management, and has applied the same motors to the hip and ankle for this purpose.

In addition, Boston Dynamics announced that it has focused on module design, battery systems, thermal management, and head design. Researcher Kim highlighted that expectations for the value chain remain high, as initial mass production by global robotics companies such as Boston Dynamics and Tesla is imminent by the end of this year. He stressed that value reflection will continue in areas where robotics companies are intensifying their investments. He recommended paying close attention to Hyundai Mobis in actuators and SL Corporation for module components. He also predicted that, as the deployment of robots in factories expands, the role of SI control (Hyundai AutoEver) will become increasingly important.

This content was produced with the assistance of AI translation services.