🇰🇷 Korea is quietly becoming the world’s humanoid robot factory

Goldman Sachs Research estimates Korean companies could produce 30% of all humanoid robots by 2035, jumping from virtually zero today to more than 412,000 robots a year. The reason? Decades of automotive manufacturing have given Korea the motors, actuators, supply chains, and factories needed to scale humanoids. The government is fueling the push with ₩700 billion ($500M) for robotics in 2026, aiming to produce 1,000 domestically built humanoids annually by 2029. Investors have already noticed. LG Electronics is leveraging its massive motor business to supply humanoid robots, Hyundai Motor is combining its manufacturing muscle with Boston Dynamics, while Hyundai Mobis, Rainbow Robotics, Robotis, and Doosan Robotics are all positioning themselves across the humanoid supply chain. For broader exposure, Korea’s new humanoid robot ETFs have surged in popularity, with pension funds pouring billions into the sector.

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