Jensen Huang Also Takes Notice of Compact Humanoids... Haeseong Aerorobotics Targets the Market Beyond Reducers and Actuators

[Financial News] Haeseong Aerorobotics, a company specializing in reducers for industrial robots, is stepping up its efforts to enter the educational humanoid market. Its strategy is to build on the expertise it has accumulated in the industrial robot reducer business, combine robot hardware with educational software, and expand its business base from components to finished products and educational solutions.
According to securities industry sources on the 28th, interest is also turning to the educational robot market after Jensen Huang, CEO of NVIDIA Corporation, recently demonstrated the compact AI robot “Microduck” himself.
CEO Jensen Huang demonstrated the compact bipedal robot Microduck himself at an NVIDIA event on the 21st. The product is a small robot about 25 cm in size that can perform a range of actions, including walking, sitting, standing up and picking up objects. In particular, because it uses technology that applies movements learned in a simulated environment to a real robot, it has the potential to serve as a platform for robot programming and AI learning, rather than merely as a toy.
Preorders exceeded 20,000 units after the demonstration. Price and accessibility are notable factors behind its success. Unlike industrial and research humanoids that cost tens of millions to hundreds of millions of won, these relatively inexpensive compact robots allow students and developers to experience robot control and AI learning.
Haeseong Aerorobotics has formed a strategic partnership with Noetix Robotics to collaborate on the development and marketing of educational humanoid robots. Noetix Robotics is a promising humanoid robot company that has secured investments totaling about 200 billion won from, among others, affiliates of global conglomerate CATL (Ningde Shidai). It is also pursuing a listing in Hong Kong.
A notable aspect of Haeseong Aerorobotics’ new business is its connection to the company’s existing components business. The company plans to use its own reducers and those of Ai Robotics, as well as actuator technology and products from Kan STN, in the humanoid robots it will mass-produce in the future.
It also plans to equip the robots with a domestically developed educational software solution and roll them out to educational and research institutions in Korea. Building on its existing manufacturing capabilities in industrial robot reducers, the company is expanding its business beyond component supply to include finished product development and production, as well as educational solutions. It also plans to establish a partnership framework to serve as a global production hub.
At Samsung Securities’ robot-sector investor relations (IR) event on the 15th, the company outlined its educational humanoid business plan and said it was working on prototype production and commercialization. According to the company, it is targeting sales of 350–400 units this year. It has already secured orders from major customers and is finalizing the integration of educational software. Its medium- to long-term targets include producing 3,500 units in 2027 and generating at least 50 billion won in revenue by combining educational robot hardware with curriculum software for elementary, middle and high schools.
A Haeseong Aerorobotics representative said, “This business is significant because it expands our scope beyond a business centered on key components such as reducers to include finished products and software. By combining robot hardware with educational content, we can establish a revenue model different from component supply. As production expands in the future, demand for key drive components could also increase, so we expect earnings to grow.”

[email protected] Choi Doo-seon Reporter