Journalist

김동영
AJP
  • Hyundai Mobis to develop 5G telematics system for autonomous, software-defined vehicles
    Hyundai Mobis to develop 5G telematics system for autonomous, software-defined vehicles SEOUL, January 21 (AJP) - Hyundai Mobis said Wednesday it is developing an integrated 5G wireless telematics system aimed at next-generation connected vehicles, as automakers worldwide race to upgrade in-car communication technologies. The South Korean auto parts supplier plans to complete development of its multi-function telematics control unit by the first half of this year. The technology enables high-definition map services, remote autonomous driving control and ultra-HD streaming — capabilities that current 4G-based systems cannot support. "We will complete product development by the first half of this year to ensure a swift market entry in the next-generation connected car service sector and secure market leadership globally," said Jeong Su-kyung, executive vice president of Hyundai Mobis' electrification business unit. The new system features an antenna integrated directly into the control unit, eliminating the need for externally protruding antennas and allowing for sleeker vehicle designs. Hyundai Mobis is collaborating with domestic communication modem specialists including AM Telecom to accelerate development. The global telematics control unit market is projected to grow from about 64 million units this year to 77 million units by 2030, driven by rising consumer demand for smartphone-like vehicle connectivity and differentiated mobility experiences. While 5G telematics technology is considered essential for software-defined vehicles, a company spokesperson told AJP that its application to robotics — such as parent group Hyundai Motor Group's Atlas humanoid — remains a future possibility rather than an immediate priority. Hyundai Mobis currently supplies 4G-based telematics products and aims to leverage its existing mass production capabilities and system development expertise to strengthen its competitive position in global markets. 2026-01-21 11:03:29
  • LG CNS expands AI transformation into pharma, bio sectors with government and private contracts
    LG CNS expands AI transformation into pharma, bio sectors with government and private contracts SEOUL, January 21 (AJP) - South Korean IT services firm LG CNS is accelerating its push into the pharmaceutical and biotechnology sectors, securing a major government contract and completing an AI-powered automation system for drugmaker Chong Kun Dang Pharmaceutical. The company will participate in the Ministry of Health and Welfare's R&D project for clinical and preclinical drug development, a four-year, three-month initiative backed by about 37.1 billion won ($25 million) in government funding. LG CNS will lead the development of an AI-based clinical trial design and support platform, integrating various drug development AI models through agentic AI technology. The platform will employ federated learning, allowing hospitals and research institutes to jointly train AI models without sharing sensitive medical data externally. Industry sources note that drug development typically takes 10 to 15 years and carries a 90 percent failure rate at the clinical trial stage, with fragmented trial structures and limited data access long cited as structural barriers. In the private sector, LG CNS has completed an agentic AI-powered system for Chong Kun Dang that automates the creation of Annual Product Quality Review reports. The solution deploys about 30 AI agents that autonomously collect, analyze and verify data from quality management and laboratory information systems, slashing document generation time by more than 90 percent. "We are delivering tangible results after gaining recognition for our pharma and bio AI transformation capabilities from both the government and pharmaceutical companies," said Kim Tae-hoon, senior vice president of LG CNS' AI & Cloud Business Division. 2026-01-21 10:07:55
  • The birth of humanoid robots (1) Robo Sapiens: EVs with brains
    The birth of humanoid robots (1) Robo Sapiens: EVs with brains Editor's Note: This is the first installment in AJP's series on humanoid robotics, examining the anatomy, technologies and economic logic behind one of the most hyped industries of the decade. SEOUL, January 20 (AJP) - Humanoid robots have become a buzzword at CES and beyond, captivating both technology and stock markets as artificial intelligence converges with China's formidable manufacturing power. This emerging breed of "robo sapiens" joining humanity — at least in its first generation — is, in essence, a two-legged electric vehicle with a brain. That reframing is not rhetorical. As humanoids move from laboratories toward commercialization, engineers, investors and policymakers are increasingly abandoning the idea of robots as walking computers and instead treating them as mechanical systems: complex assemblies of motors, joints and power units governed by AI. This shift helps explain why automakers have emerged as the industry's most promising producers — and why Hyundai Motor Group's humanoid robot Atlas captured the Best Robot title at CES 2026. "When you break down a humanoid by hardware, you have the head and neck, the torso, the upper body including the arm system, and then the hands at the end," said Park Dong-il, director of the Advanced Robotics Research Center at the Korea Institute of Machinery and Materials. "It's essentially the same anatomy as a human, and each part requires its own actuators, sensors and control mechanisms." The EV connection The overlap between humanoid robots and electric vehicles is not merely conceptual. It is physical, financial and increasingly strategic. Both industries depend on high-density lithium-ion batteries, precision actuators and advanced motor technology. Both face supply-chain constraints around rare-earth elements required for permanent magnets. And both are racing to reduce costs through economies of scale. Hyundai Motor Group, which acquired Boston Dynamics for $880 million in 2021, plans to have affiliate Hyundai Mobis supply actuators for the Atlas humanoid robot. The group aims to produce 30,000 robots annually by 2028, leveraging the same manufacturing infrastructure and supplier networks that underpin its vehicle business. Tesla, meanwhile, has promised to unveil the third generation of its Optimus humanoid robot early this year. Elon Musk has suggested the bipedal robot could even become "an incredible surgeon." "Imagine if everyone had access to an incredible surgeon," Musk said. "Of course, we need to make sure Optimus is safe and everything. But I do think we're headed for a world of sustainable abundance." Industry experts identify Hyundai, Tesla and China's XPeng Motors as the current frontrunners among automakers entering robotics. While Xiaomi, BYD and Li Auto have also announced humanoid ambitions — often using autonomous driving data to train AI models — the top three are seen as the only players capable of near-complete in-house robot production. "Google and Nvidia chose Boston Dynamics as a partner for a reason," said Yim Eun-young, an analyst at Samsung Securities. "Hyundai's factories generate real-world behavioral data, continuous datasets that adapt to changing environments, and actual production and logistics sites where robots can be deployed and validated." "Most other robotics firms are startups," she added, "and they lack the infrastructure to accumulate large-scale behavioral data or test machines in real-world conditions." A definition still in flux Despite more than half a century of development, no international standard defines what constitutes a humanoid robot. Nvidia, whose processors power the vast majority of humanoids currently under development, offers a working definition: "Humanoids are general-purpose, bipedal robots modeled after the human form factor and designed to work alongside humans to augment productivity." Yet in practice, the term encompasses machines with widely divergent designs — from full bipedal bodies to human-like torsos mounted on wheeled bases — many of which do not neatly fit Nvidia's description. "The definition of 'humanoid' itself is still unclear," Park said. "There's no ISO standard. We call robots with only an upper body humanoids, and we also call robots with both upper and lower bodies humanoids." The ambiguity extends further. Must a humanoid have five-fingered hands? Boston Dynamics' production Atlas uses a three-fingered gripper. Must it walk on two legs? Several robots showcased at CES 2026, including LG Electronics' CLOiD, used wheeled bases. And what about the face? From Unitree's G1 to UnixAI's Wanda series, most humanoids opt to remain faceless. Yet companies such as Realbotix and Engineered Arts argue that facial expressions are essential for natural human-robot interaction. According to discussions at the 2025 Humanoids Summit in London, industry groups are now debating whether the term "humanoid" should be replaced altogether with classifications based on capability rather than appearance. Two ways to map the machine Korean engineers and social scientists have proposed different frameworks for understanding humanoid technology. The mechanical approach breaks humanoids into physical subsystems — head and neck, torso, arms, hands, waist, legs and feet — each requiring dedicated actuators, sensors and control systems. The logic mirrors how an EV is analyzed through its battery pack, motor, inverter and chassis. Lee Jun-yong, a senior researcher at the Korea Planning & Evaluation Institute of Industrial Technology (KEIT), adopted a different perspective when authoring a government report on humanoid R&D in February 2025. His team consulted futurists, economists and social scientists to envision how humanoids might integrate into society by 2040, then worked backward to identify the technologies required to make those scenarios viable. The framework identified 10 core technologies across four domains: motion control, sensing, human-robot interaction and drive/control systems. "We started by envisioning future society and then identified the technologies needed to reach it," Lee said. "Deciding whether the government should directly lead humanoid development or support private-sector R&D is complicated, because robotics spans so many industries. Household robots that truly help people are still far off, which is why we felt a top-down approach was essential." The market acceleration Goldman Sachs Research projected in 2024 that the global humanoid robot market could reach $38 billion by 2035 — more than six times its previous estimate of $6 billion. Manufacturing costs have already fallen by about 40 percent in a single year. Elon Musk offered a far bolder forecast at the Future Investment Initiative conference in Saudi Arabia in October 2024, predicting 10 billion humanoid robots by 2040 at prices between $20,000 and $25,000 each. Many robotics researchers remain skeptical, noting that a single universally capable robot is unlikely within that time frame. Cost remains a major constraint. Investment banks including J.P. Morgan estimate that Boston Dynamics' Atlas will cost at least $130,000 per unit when mass production begins around 2030. The prototype currently costs about $300,000 to build, with the commercial target set at less than half that figure. That remains five to six times higher than Tesla's stated goal of producing Optimus robots at $20,000 to $30,000 each. Still, the industrial logic is taking hold. If humanoid robots are indeed EVs with brains, then the automotive playbook — mass production, supply-chain integration and incremental cost reduction — applies directly. Park cautioned that the field is evolving too rapidly for fixed definitions or confident forecasts. "Research produced a year ago may already be outdated," he said. "The technology changes almost daily. What counts as state-of-the-art depends entirely on who you ask." For now, the working definition remains broad: machines with human-like form designed to operate in environments built for people. Whether that form requires legs, fingers or a recognizable face may ultimately be decided not by standards committees, but by the factories — automotive and otherwise — that build them. Lee's KEIT report ends with a provocative question: will humanoids one day demand labor rights as they replace human workers with tireless, uninterrupted productivity? "Our futurists raised the possibility that robots could eventually replace low-cost labor entirely," Lee said. "If overworked, they might malfunction — or even terminate their own digital existence. Who knows what the future holds?" 2026-01-20 15:48:01
  • Celltrions Zymfentra gains preferred drug status on major U.S. healthcare formulary
    Celltrion's Zymfentra gains preferred drug status on major U.S. healthcare formulary SEOUL, January 19 (AJP) - Celltrion's Zymfentra, the world's only subcutaneous infliximab treatment, has secured preferred drug status on the formulary of Evernorth Health Services, a subsidiary of U.S. healthcare giant Cigna Group. The listing marks a significant milestone for the South Korean biopharmaceutical company as it seeks to accelerate sales of the autoimmune disease treatment in the world's largest pharmaceutical market. Cigna operates Express Scripts, one of the three largest pharmacy benefit managers in the United States, and Cigna Healthcare, a top-10 U.S. insurer. Celltrion's U.S. unit had previously secured a contract with Express Scripts to list Zymfentra as a preferred medication. The Evernorth listing builds on that foundation, allowing Cigna-affiliated insurance subscribers to access Zymfentra without the complex administrative procedures typically required for prescription medications. Since its U.S. launch in 2024, Zymfentra has recorded an average monthly prescription growth rate of 31 percent. Institutional prescriptions, including those from hospitals, surged nearly fivefold in December compared with the same month a year earlier. "With both Zymfentra and Inflectra now listed on major U.S. insurer formularies, we expect sales growth to accelerate sharply based on our product competitiveness and prescriber preference," a Celltrion official said. Celltrion plans to leverage its expanding autoimmune disease portfolio, including recently launched biosimilars Steqeyma and Avtozma, to capture greater market share in the United States through intensified marketing efforts. 2026-01-19 10:29:36
  • LG, SK, Upstage shortlisted for Koreas sovereign AI model
    LG, SK, Upstage shortlisted for Korea's sovereign AI model SEOUL, January 15 (AJP) - LG AI Research, SK Telecom and Upstage have passed the first evaluation round of South Korea’s competition-style national project to select two homogeneous artificial intelligence foundation models by the end of the year. According to results announced Thursday by the Ministry of Science and ICT, three of the five contenders — Naver Cloud, NC AI, Upstage, SK Telecom and LG AI Research — advanced directly based on aggregate scores, while one additional bidder will be reinstated through a secondary evaluation. The rematch will be held between Naver Cloud and NC AI. The ministry disclosed the results at a briefing at the Government Complex Seoul, chaired by Second Vice Minister Ryu Je-myung. The government-led project was launched under the banner of “leaping into the world’s top three AI powers,” positioning it as a flagship pillar of South Korea’s sovereign AI strategy. The program provides state support for GPU resources, data access and engineering costs, with the goal of developing domestically controlled foundation models capable of achieving at least 95 percent of leading global AI benchmark performance. Under the project guidelines, eligible models are defined as those designed and pre-trained domestically, excluding derivative systems fine-tuned from foreign base models. The ministry explained that the first-round evaluation combined AI benchmark tests — quantitative measures of technical performance — with expert and user assessments to comprehensively evaluate model performance, real-world applicability, cost efficiency relative to model size, and potential spillover effects on the domestic and global AI ecosystem. In the benchmark evaluation, LG AI Research recorded the highest score with 33.6 out of 40 points. The company also topped the expert review with 31.6 out of 35 points and achieved a perfect score of 25 out of 25 in the user evaluation. Based on the combined results, LG AI Research, Naver Cloud, SK Telecom and Upstage initially ranked within the top four teams. Naver Cloud ranked within the top four in combined scoring, it was judged not to meet the requirements for designation as an independent AI foundation model. The ministry said the first-round evaluation combined AI benchmark testing, expert assessment and user evaluation, examining model performance, real-world applicability, cost efficiency relative to model size, and spillover effects on the domestic and global AI ecosystem. 2026-01-15 15:25:54
  • After EV slowdown, Koreas battery giants pivot to robots via solid-state cells
    After EV slowdown, Korea's battery giants pivot to robots via solid-state cells SEOUL, January 14 (AJP) - After years of EV-led expansion, South Korea's battery makers are confronting a harsher reality as global electric-vehicle sales cool and clean-energy strategies fragment across regions. In response, the industry is doubling down on solid-state batteries — betting that humanoid robots, rather than cars, may offer an earlier and more reliable route to commercialization. POSCO Future M, the battery materials arm of POSCO Group, said this week it has begun R&D on solid-state battery materials specifically targeting humanoid robots and industrial robotics. Testing of the materials is now under way, with commercialization planned between 2028 and 2030. Solid-state batteries replace liquid electrolytes with solid materials, improving safety, energy density and charging speed compared with conventional lithium-ion cells. By eliminating risks such as electrolyte leakage, thermal runaway and dendrite penetration, the technology also allows for lighter battery packs — features increasingly critical for mobile robots operating for extended periods. The global solid-state battery market was valued at $98.96 million in 2024 and is projected to surge to $1.36 billion by 2032, reflecting a compound annual growth rate of 41.6 percent, according to Fortune Business Insights. Asia-Pacific accounted for 43.8 percent of the market last year. Samsung SDI leads commercialization push Among sulfide-based solid-state battery developers, Samsung SDI is widely seen as leading the commercialization race. The company aims to bring solid-state cells with energy density of 900 watt-hours per liter (Wh/L) to market by 2027 and is currently supplying samples produced at its Suwon pilot line to customers for performance verification. "Samsung SDI's earnings appear to be passing through their weakest phase," said Kwon Joon-soo, an analyst at Kiwoom Securities. "Short-term momentum remains intact, supported by expectations for energy storage system orders and solid-state battery investment." Last October, Samsung SDI signed a tripartite agreement with Germany's BMW and U.S.-based Solid Power to jointly validate automotive solid-state battery technology. The partners plan to install the cells in BMW's next-generation test vehicles as a final verification step. SK On has set its commercialization target for 2029 — one year ahead of LG Energy Solution's 2030 goal. The company completed a solid-state battery pilot plant at its Daejeon R&D center last year and is now accelerating development. The facility will produce prototype cells for customer supply while evaluating performance and quality. SK On is developing solid-state batteries with energy density of 800 Wh/L, with a long-term target of reaching 1,000 Wh/L. EV headwinds force strategic reset The pivot comes as the EV sector — once the industry's primary growth engine — faces mounting headwinds. LG Energy Solution, Samsung SDI and SK On are all projected to post operating losses in the fourth quarter of 2025 as automakers scale back electrification plans and cancel battery orders. The combined value of terminated contracts in late 2025 alone exceeded 17 trillion won ($11.5 billion). Ford Motor canceled a 9.6 trillion won battery supply agreement with LG Energy Solution in December, followed days later by the termination of a separate 3.9 trillion won deal with Freudenberg Battery Power Systems. Cathode materials maker L&F disclosed that a 3.83 trillion won high-nickel cathode supply contract signed with Tesla in February 2023 had been reduced to just 9.73 million won — effectively nullifying the deal — amid shifting EV market conditions. Robots emerge as early solid-state adopters By contrast, humanoid robotics is rapidly evolving from a speculative concept into a commercial market. At CES 2026 in Las Vegas this month, Chinese firms accounted for 21 of the 38 exhibitors in the humanoid robotics category. Shanghai-based AgiBot led global shipments with an estimated 5,168 units in 2025, while Unitree Robotics now produces more than 10,000 units per month of its Go2 quadruped robot. Chinese EV maker XPeng's next-generation IRON humanoid robot is equipped with an all-solid-state battery, while Shenzhen-based Engine AI's T800 model features what the company describes as the industry's first dedicated high-performance solid-state cell, capable of four to five hours of continuous operation. As both technologies mature, the convergence of solid-state batteries and humanoid robotics is accelerating toward commercial deployment. Korea joins race via alliance strategy Hyundai Motor Group unveiled production plans for its Atlas humanoid robot, developed by subsidiary Boston Dynamics, at the same exhibition. The automaker aims to produce 30,000 units annually by 2028, with initial deployment focused on parts sequencing at its Metaplant America facility in Georgia. LG Electronics introduced CLOiD, a home-assistant robot with articulated arms and five-fingered hands, outlining its vision for a "Zero Labor Home." Doosan Group and HL Group also showcased robotics platforms at the event. Amid surging demand, all three Korean battery makers have joined the K-Humanoid Alliance, a government-backed consortium launched in April to develop high-density, long-life and high-safety batteries tailored for humanoid robots. The alliance plans to invest 1 trillion won by 2030, with LG Energy Solution, Samsung SDI and SK On leading battery development alongside AI chipmakers Rebellions and DeepX. For Korea's battery giants, solid-state technology represents both a hedge and a necessity. As China tightens its grip on conventional batteries through scale and cost advantages, the race to commercialize next-generation cells for emerging applications may determine which players remain relevant in the post-EV era. 2026-01-14 17:02:05
  • Koreas indigenous AI model project faces debate over use of open-source components
    Korea's indigenous AI model project faces debate over use of open-source components SEOUL, January 14 (AJP) - South Korea's government-backed initiative to develop an indigenous artificial intelligence foundation model is facing scrutiny over whether the use of open-source components from Chinese firms aligns with the project's definition of "sovereign AI." The Ministry of Science and ICT is set to announce Thursday the results of the first evaluation round for bidders in the national AI foundation model project. Of the five contenders — Naver Cloud, NC AI, Upstage, SK Telecom and LG AI Research — one will be eliminated in the initial cut. The project was launched under the banner of "Leaping into the world's top three AI powers," with the government positioning it as a sovereign AI development effort. Eligible models were defined as those developed domestically from design through pre-training, excluding derivative models fine-tuned from foreign systems. The government is funding GPU resources, data and engineering costs, aiming to produce a model capable of reaching 95 percent of global AI benchmark performance. However, questions have emerged over whether some contenders' development approaches meet the project's sovereignty criteria. The debate began after Upstage was accused of using inference code from Chinese AI firm Zhipu AI, based on similarities identified by industry observers. Scrutiny later extended to Naver Cloud, which acknowledged incorporating Alibaba's Qwen 2.5-VL 32B vision encoder and weights, and to SK Telecom, which has faced claims that it used inference code linked to Chinese firm DeepSeek. Upstage and SK Telecom have stated that inference code is separate from the AI model itself. They said such code functions as a deployment or distribution layer that improves compatibility and usability, without affecting core model training or capabilities. The inference code used by Upstage is released under the MIT license, while SK Telecom's code falls under the Apache 2.0 license. Both licenses allow free use, modification and commercial distribution with attribution. The Apache 2.0 license additionally includes explicit patent grants and disclosure requirements for major modifications. Naver Cloud's case has drawn closer scrutiny because it involved model weights. The company used Alibaba's Qwen 2.5-VL 32B vision encoder and weights, with analysis showing that its vision encoder weights share a cosine similarity of 99.5 percent with the Qwen series. The 32B model is released under the Apache 2.0 license and can be freely used, while the larger 72B version requires a license request to Alibaba if monthly active users exceed 100 million. Naver Cloud has said it possesses comparable in-house technology and selected Qwen for ecosystem compatibility and system optimization, adding that it could switch to proprietary technology if licensing thresholds become applicable. Some industry participants note that the ministry's project guidelines, announced in July, specify domestic model design and pre-training but do not explicitly require "from-scratch" development without any external components. An industry expert said that while the use of open-source technology is common and generally uncontroversial in private-sector development, questions arise when government funding is involved, particularly in projects framed around technological independence. Meanwhile, NC AI and LG AI Research have not been subject to similar scrutiny. NC AI said its VARCO model was developed independently, covering data collection, pre-training and tuning. LG AI Research's EXAONE was also developed without incorporating Chinese modules. According to evaluation results from the first round, EXAONE ranked first in 10 of 13 benchmark categories, recording the highest average score at 72 points. The model ranked seventh globally and first domestically in the Intelligence Index compiled by Artificial Analysis. The ministry has so far declined to clarify whether the project requires models to be developed entirely from scratch. Industry observers say the criteria may become clearer once the first elimination is announced. Some AI developers argue that debates over the origins of specific code components are less important than governance and control over data and deployment, noting that many countries developing AI systems rely on open-source technologies. 2026-01-14 14:17:07
  • Much robotics hoopla at CES 2026 — too many bodies, too few brains
    Much robotics hoopla at CES 2026 — too many bodies, too few brains SEOUL, January 13 (AJP) - At CES 2026, robots flew men off their feet with perfectly timed jabs, flipped through synchronized somersaults and danced with algorithmic confidence. Behind the curtain, those same robots swung wildly into empty air — punches landing nowhere, movements jittery, as if they'd had one cocktail too many before the bout. A human operator stood nearby, joystick hidden behind his back, fingers doing the real work. Welcome to CES 2026, where physical AI was meant to unveil the next technological revolution — and instead delivered a high-budget remake of Rock 'Em Sock 'Em Robots. The Consumer Electronics Show has long outgrown its “consumer electronics” label. This year's theme, Innovators Show Up, put physical AI — the fusion of artificial intelligence and robotics — center stage. Nvidia's Jensen Huang, fresh off receiving the IEEE Medal of Honor, loomed over the event, his chips beating inside nearly every robot on display. And there were robots everywhere: humanoids boxing in rings, quadrupeds weaving through crowds with pamphlets strapped to their backs like mechanical huskies, machines serving drinks, greeting visitors, folding clothes. The Las Vegas Convention Center had become a metallic zoo. Strip away the spectacle, and the illusion thinned fast. Strings attached Chasing humanoid makers across the floor — mostly Chinese firms dominating this year's robotics scene — one question kept recurring: Are the processors yours? At AgiBot, confidence came first. “All in-house,” a representative said. Then the pause. “Well… Nvidia runs the main operations.” The same answer echoed at Unix AI, Galaxea Dynamics and Galbot. Chinese bodies, Western brains. That dependency, however, is only half the problem. The bigger gap is autonomy. Shenzhen-based Engine AI was refreshingly blunt. It came to CES looking for partners to supply the brains. The bodies, it said, were ready — capable of boxing, lifting, sorting. Someone just still had to pull the strings. Those Unitree robots throwing punches in the ring? Each was piloted in real time by a human. The Pinocchios of CES 2026 have yet to cut their strings. Grace of a granny, nerves of an alcoholic Some humanoids looked impressive on spec sheets. In person, less so. LG Electronics' CLOiD, sleek and futuristic in videos, shuffled across the floor like a grandmother approaching her walker, hands trembling, frame shuddering. The company described it as “robotic breathing.” In the low light of Central Hall, it felt more like an uncanny-valley horror prop. Galbot's G1 warehouse robot was busily moving plastic bins — until it slipped on one and toppled over. Wheels spun. Arms stayed limp. It seemed oddly content with its unscheduled break. Company staff rushed over mid-interview. Moments earlier, they'd explained how their robots were already “fully employed” in Chinese warehouses. Elsewhere, robots nudged into walls, froze mid-task, or stared blankly into space. The gulf between demo reels and floor reality was wide enough to park a Cybertruck. The missing middle This CES felt different in another way: the giants were mostly gone. Once-dominant mega booths had shrunk or vanished. Hisense and LG were exceptions. Zeroth Robotics, a Chinese startup founded just last year, commanded a striking footprint with a lineup of domestic robots — from a Wall-E-inspired cleaner to a tabletop companion. Samsung staged its presence elsewhere. Sony appeared only via its Honda joint venture. The show felt less like a global tech summit and more like a startup bazaar — AI cotton-candy machines, prototype gadgets, concepts destined never to scale. The question CES couldn't answer Large language models already run quietly through daily life. ChatGPT drafts emails. Claude summarizes meetings. Gemini answers questions — sometimes inventing facts with alarming confidence. The scripted chatbots of five years ago now feel prehistoric. Physical AI promises the next leap: giving those digital minds bodies. CES 2026 showed how far we still are. The robots that could talk stood stiff as mannequins. Realbotix's celebrity-faced androids boasted Gemini-powered dialogue — and barely moved. The robots that moved couldn't think. The ones that tried both ended up on the floor. A decade ago, synthetic fingers with individual motion were headline news. Progress since then has been real. But the final bridge — from programmed motion to autonomous judgment — remains unbuilt. CES 2026 asked a question it couldn't answer: Is the world ready for physical AI? Investment is flowing. Hardware is improving. But judging from the clankers in Las Vegas, we still have time before humanoids demand rights — or even manage to deliver a drink without spilling it. Elon Musk says his humanoid robots will outperform the world's best surgeons within three years. I wouldn't bet on it. *The author is AJP tech reporter who covered CES 2026 in Las Vegas. 2026-01-13 16:07:27
  • INTERVIEW: Smart Brick to keep Lego legacy alive and competition at bay
    INTERVIEW: Smart Brick to keep Lego legacy alive and competition at bay LAS VEGAS, January 09 (AJP) - As Lego brings sensors and connectivity into its iconic bricks, the Lego Group says its new Smart Brick platform is designed not only to modernize play, but to safeguard its decades-old legacy — and keep competitors firmly at bay. The Smart Bricks will be difficult for rivals to copy, according to a senior Lego executive, who cited years of proprietary development and built-in security features as major barriers to imitation. "I think the technology is going to be quite hard for people to recreate," said Tom Donaldson, senior vice president at the Lego Group, in an interview with AJP on Thursday at the Las Vegas Convention Center during CES 2026. The Smart Brick system, unveiled during Lego's keynote presentation at this year's Consumer Electronics Show, embeds NFC sensors and Bluetooth connectivity into the iconic two-by-four brick, enabling sound, light and real-time interaction between Lego models. Donaldson said that even if competitors manage to replicate some elements of the hardware, security measures would prevent unauthorized products from functioning within Lego's ecosystem. "There's security in place so that people might find it hard to — even if they can recreate some of the aspects — make it work with our system," he said. Child safety was a central reason for limiting compatibility, Donaldson added. "We'd really prefer that other people's systems don't work with ours unless we've been very deliberate about it, just from a child-safety perspective," he said. The Smart Brick concept dates back roughly eight years, with about six years of intensive development, according to Donaldson. The lengthy timeline reflected the absence of suitable technologies when the project began. "We found that the technologies didn't really exist — or at least not in the format that we felt we needed — and that's why it turned into a challenging technology development," he said. The system is designed to address three areas Lego identified as opportunities: social play, dynamic interactivity and user agency. Traditional Lego models, Donaldson noted, remain largely static compared with digital games that evolve over time. "You do something in the morning, you go to school, you come back, something's changed," he said. "Whereas that maybe hasn't been the case with traditional Lego models." Donaldson acknowledged that electronic components cannot match the multi-generational lifespan of traditional plastic bricks, which families often pass down over decades. Still, he said Lego engineered Smart Bricks to significantly outlast typical consumer electronics. "We don't want you to just buy a brick and then have to buy another one the next year," he said. "We want a brick that works even if you bought it three or four years ago. If you get a new set, the old bricks should still work." Durability was also a key design requirement, given the realities of children's play. Donaldson noted that the bricks had to withstand poking, dropping and impacts while protecting internal electronic components from damage and potential hazards. Lego chose CES as its launch venue to emphasize that Smart Play represents a long-term platform rather than a one-off product line, he said. "We really wanted to announce a platform," Donaldson said. "This is something that goes beyond just a wave. This is something we are really investing in for the long term." Asked about future form factors — such as different-sized Smart Bricks or tag-based components — Donaldson declined to provide specifics but suggested the platform could expand over time. "We see this as a platform that will last many, many years," he said. "And therefore it's likely that over time we'll discover additions that bring entirely new dimensions to the pieces." The first Smart Play sets feature Star Wars themes, including an X-wing, TIE Fighter and classic Episode VI characters. Donaldson cited Lego's decades-long partnership with Lucasfilm as a key factor behind the launch choice. "When you do something new like this, you need to have a tremendous partner with you," he said. "Lego Star Wars is a galaxy where people make their own stories. There are a lot of fans creating great narratives, and that type of play lends itself perfectly to what we're trying to do." 2026-01-09 12:57:14
  • CES 2026: Inside how China has leapfrogged in AI robots — self-sufficiency
    CES 2026: Inside how China has leapfrogged in AI robots — self-sufficiency LAS VEGAS, January 09 (AJP) - From synchronized dancing and kung-fu demonstrations to boxing, deliveries and cleaning, Chinese robots were ubiquitous at the world's largest consumer electronics show in Las Vegas this week. China, which has already begun rolling humanoid robots off assembly lines and into retail stores and homes in various forms and scales, used CES 2026 to show the United States and the wider world just how far it has moved ahead in physical AI. Of the 38 companies participating in CES's humanoid robotics category, 21 were Chinese — ranging from established players such as Unitree Robotics to newer entrants including AgiBot and Noetix Robotics. The self-sufficiency drive comes as Chinese firms accounted for the vast majority of the roughly 13,000 humanoid robots shipped globally in 2025, according to research firm Omdia. Shanghai-based AgiBot topped the list with an estimated 5,168 units, followed by Unitree Robotics and UBTech Robotics. Except for Nvidia chips, everything else is homemade Despite the push for deep vertical integration, one component remains a near-universal import: the processor. An AgiBot employee told AJP that the company uses Nvidia chips as the computing brain for its robots — an irreplaceable component for every machine standing, spinning or twirling on the show floor. The company trains its robots at a data center in Shanghai, combining synthetic and real-world data to develop the artificial-intelligence models that power its humanoids. Beyond the processor, however, AgiBot manufactures nearly all components in-house, excluding only small standardized parts such as bolts and nuts. The reliance on Nvidia extends across China's robotics landscape. Unitree, Galbot, Engine AI and UBTech have all adopted Nvidia’s Jetson platform, with many becoming early users of the Jetson AGX Thor modules launched in August 2025. From joints to guards At UniX AI's booth, the vertical-integration story ran even deeper. Jerry Wu, the company's chief financial officer, said the Suzhou-based firm manufactures everything from joint mechanisms to the internal components of its robotic hands. The only exceptions are standardized parts, including optical sensors. "We developed everything by ourselves," Wu said. "Even the very inside of the joints." For processors, UniX AI also relies on Nvidia chips. The company has developed a two-layer AI model architecture: one layer functions as the "brain," interpreting situations and making decisions, while the other controls physical movement. Its Wanda series models are already generating revenue in China. Hotels have deployed the robots for housekeeping tasks such as bed-making and cleaning, while security applications use the machines to patrol buildings. "These are general models," Wu said. "They can even make alcoholic drinks as well." Cost pressure drives self-sufficiency Galaxea Dynamics, a Beijing-based company whom also has a office in San Jose, follows a similar playbook. Lei Yu, the company's chief business officer, said manufacturing is done entirely in-house — down to the motors — with Nvidia processors used for computing. "We build our own robots in-house," Yu said. "We design and control the body and manufacture everything ourselves." The rationale is as much economic as it is strategic. Training robots for manipulation tasks requires enormous volumes of real-world data, which in turn demands large fleets of robots to collect it. "To have a lot of data, you have to walk on it. So we need to have a lot of robots," Yu said. "And to have a lot of robots, it can be extremely expensive. That's why we use our own motors — to reduce costs at the data-collection stage." Galaxea Dynamics plans to bring its latest model to market between March and September this year, with educational discounts available. The company has partnered with research institutions to deploy about 200 robots. Synthetic data, real deployment Founded in May 2023, Galbot has positioned itself as one of the most valuable embodied-AI companies in the humanoid robotics sector. Yvonne Yuan, head of overseas marketing, said the company produces most components — from arms to wheels — using proprietary technology. Galbot was among the first globally to adopt Nvidia's Jetson Thor chipset. "It's all our own proprietary technology, including the hardware," Yuan said. Galbot's training strategy reflects a broader industry shift toward efficiency. About 90 percent of its training data is synthetic, generated in simulators, with only about 10 percent derived from real-world environments. "We do not rely so much on real-world data," Yuan said. "We train them in a simulator, then fine-tune using real-world data." Its G1 robots are already deployed in factories and warehouses across China, sorting vehicle parts and assisting production-line workers. The machines can operate for up to eight hours on a single charge and automatically return to charging stations when battery levels drop. A heavier model is in development. The current G1 can lift between 10 and 50 kilograms using both hands. The upcoming version will be able to lift at least 32 kilograms and feature a redesigned appearance, Yuan said. The bigger picture The push for vertical integration aligns with Beijing's broader industrial policy. China's Ministry of Industry and Information Technology has set a goal of achieving global leadership in humanoid robotics by 2027. The strategy appears to be gaining traction. ABI Research forecasts the global humanoid robot market will reach $6.5 billion by 2030, with China's state funding and regulatory environment positioning domestic firms for outsized growth. Yet the reliance on Nvidia processors highlights a persistent vulnerability. Washington restricts Nvidia from exporting its most advanced chips to China, though the modules currently used in robotics applications remain available. For now, China's robotics industry is betting that controlling everything else — from the hands that grasp to the motors that move — will be enough to win the race. 2026-01-09 12:56:54