On March 31, 2026, LG Innotek—a subsidiary of South Korea's LG Group specializing in electronic components—unveiled an ambitious strategic pivot aimed at diversifying its revenue streams beyond iPhone-related sales. The company announced its intention to emerge as a frontrunner in AI and robotics solutions, signaling a decisive shift in its business focus.

Currently, LG Innotek has already embarked on this transformation by supplying camera modules to Boston Dynamics, a renowned leader in robotics. The two companies are also collaborating on the joint development of advanced robotic components. For humanoid robots, the visual system represents a critical sensory element. While Tesla has adopted a pure vision-based approach, the majority of other industry players rely on multi-sensor fusion models. In partnership with Boston Dynamics, LG Innotek is developing a visual sensing module that combines RGB cameras with 3D sensing technology. This integration will enable robots to perceive their surroundings effectively, even under challenging conditions such as low light or inclement weather.

Furthermore, LG Innotek is exploring potential collaboration with Tesla and is poised to secure orders for camera modules destined for Tesla's Optimus humanoid robot. The company's president has expressed optimism about the future, stating that large-scale mass production of robotic components is projected to commence between 2027 and 2028.