[Click e-Stock] "T-Robotics Fosters AMR and Humanoid Businesses...Expanding into Smart Factories"

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On March 16, Daol Investment & Securities analyzed that T-Robotics is fostering autonomous mobile robots (AMR) and unmanned forklifts as next-generation growth businesses, while also expanding its business scope into the smart factory sector.

Oh Jeongha, a researcher at Daol Investment & Securities, stated, "With the completion of a new plant for T-Robotics' partner company, both an increase in robot production and an expansion in delivery volume are anticipated. There is also a high possibility for the widespread adoption of the dual-arm logistics robot, launched in March, based on its ability to handle heavy loads and its group control technology."

He added, "T-Robotics has secured the largest robot production capacity (CAPA) in Korea, corresponding to annual sales of around 300 billion won. After signing a business agreement (MOU) with Rainbow Robotics last year, T-Robotics is also expected to serve as a mass-production partner for AMRs."

T-Robotics has also secured a significant track record of large-scale deliveries. From 2023 to 2024, the company received orders for approximately 600 AMRs from BlueOval SK, a joint venture (JV) between Ford in the United States and SK On.

Researcher Oh commented, "Following the dissolution of the joint venture, equipment inspections or reinstallations are required at the Tennessee plant. As a result, related revenue this year is expected to reach at least 15 billion won."

He also said, "T-Robotics is preparing to launch an upper-body humanoid robot in March, targeting a maximum load capacity of 100 kg and emphasizing its potential for deployment in manufacturing sites. Based on T-Robotics' AMR manufacturing capabilities, this is identified as a high-load humanoid robot featuring a large drive unit."

T-Robotics is an industrial robot specialist with a focus on vacuum robots for semiconductor and display processes. These vacuum robots are used in wafer and glass transfer processes, and currently serve as the company's core cash cow, accounting for the majority of its sales.

Researcher Oh added, "Humanoid robots will eventually evolve into platforms that support various tasks within smart factories. The company plans to pursue business expansion from the perspective of providing integrated automation solutions by combining its existing semiconductor-process AMRs and vacuum robots."

Recently, global robotics companies have been demonstrating the potential for deploying humanoid robots in industrial settings, further increasing interest in the related market. Boston Dynamics, for instance, has released a video showing its humanoid robot 'Atlas' performing movements that enable collaboration with human workers, suggesting its possible use within factories.

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