Namuga 獲人形機械人相機模組供應協議，正準備量產

Namuga CEO Lee Dong-ho speaks at the “Semiconductors Powering Humanoids” conference hosted by THE ELEC at COEX in Seoul on Oct. 16. (Photo: THE ELEC)

Namuga, a camera module manufacturer, has secured a supply agreement with a global humanoid robot company and is preparing for mass production.

The deal marks Namuga’s first major customer win in robotics, as the company seeks to diversify beyond Samsung Electronics, which has accounted for as much as 99% of its total revenue.

Namuga CEO Lee Dong-ho disclosed the agreement on Oct. 16 at the “Semiconductors Powering Humanoids” conference hosted by THE ELEC at COEX in Seoul. The company did not disclose the customer’s identity or the size of the contract. However, THE ELEC confirmed that the customer is a US humanoid robotics company affiliated with a global automotive group.

Namuga supplies camera modules for Samsung Electronics’ Galaxy smartphones and robot vacuum cleaners. Camera modules accounted for 459.1 billion won of the company’s 459.9 billion won in consolidated revenue in 2025. Samsung Electronics represented 99% of its customer revenue in both 2024 and 2025.

Lee said the company aims to generate 1 trillion won in revenue by 2030, positioning robotics and factory automation as new growth drivers.

“Factory automation will be the largest source of demand for physical artificial intelligence (AI),” Lee said. “Following the Internet of Things (IoT), we aim to become a sensor specialist leading the era of the Sensor of Things (SoT), where sensors play a central role.”

Humanoid robots must not only perceive their surroundings but also determine distances to obstacles and identify the positions and shapes of objects. This requires conventional red-green-blue (RGB) cameras, stereo cameras that use two cameras to perceive depth, and time-of-flight (ToF) sensors that measure distance using reflected light.

Lee said a single humanoid robot requires eight RGB cameras around its head and five to six ToF sensors near its joints. Factory automation robots, meanwhile, are expected to use eight RGB cameras and two to four ToF sensors.

Namuga is collaborating with its affiliate AIMATICS in factory automation. Namuga supplies cameras and 3D sensors, while AIMATICS provides video analytics software.

Target applications include autonomous mobile robots (AMRs) that transport goods within factories, automated visual inspection (AVI) equipment and real-time process monitoring.

AI inspection systems analyze camera images of manufactured products to identify defects. The goal is to reduce both false rejections, in which acceptable products are classified as defective, and missed defects.

Namuga has also invested in US-based Lumotive to develop a compact lidar module business. Lumotive’s lidar technology controls the direction of light without mechanically rotating components, enabling smaller devices that can be integrated into vehicle bumpers or robot bodies.