• LG Energy Solution strengthens its early leadership in the robotics battery market as physical AI and humanoid commercialization accelerate.
• The company powers diverse robotic platforms through its high-energy-density cylindrical batteries, immersion cooling technologies, and large-scale manufacturing expertise.

As the world enters the era of physical AI, the robotics market – led by humanoid robots – is gaining momentum. Expectations for the commercialization of physical AI are rising, particularly for industrial humanoids, as companies explore real-world deployment across manufacturing, logistics, and security environments. In this shifting landscape, LG Energy Solution is advancing technology development and securing strategic partnerships with major global robotics players to take an early lead.

According to Research and Markets, the robot battery market centered on industrial and service robots is projected to grow at a steady compound annual growth rate (CAGR) of approximately 12 to 13 percent. This includes demand across the logistics, manufacturing, and healthcare sectors, driven by growth in the humanoid battery segment.

Goldman Sachs predicts that the humanoid robot market will surge from 100,000 units in 2026 to 1.53 million units by 2030, representing a CAGR of 98 percent. As this emerging market moves closer to commercialization, opportunities for high-performance battery solutions are expanding rapidly, creating new avenues for value creation through technological innovation.

Understanding the types of robots and their battery requirements is equally important as demand rises. These include humanoid robots, quadruped robots, serving robots, and logistics robots. Among them, humanoid robots resemble human form and movement, allowing them to use tools and operate within human environments. This makes them well-suited to undertake tasks in hazardous or hard-to-access settings.

Quadruped robots use four legs to offer strong terrain adaptability and stability, built for autonomous navigation and logistics transport in complex indoor and outdoor environments. These four-legged machines are being widely used in disaster response, industry facilities, and security fields, further broadening the scope of battery demand.

While EV batteries are installed in a lower chassis, most humanoid robot batteries are limited to a small space inside the torso. Another challenge is highly dynamic movements, such as jumping, tumbling, and running, which require high battery power output instantaneously. At the same time, maximizing operating time within limited space demands high energy density. That is why high-energy-density NCM batteries are preferred, along with cylindrical batteries that offer a lower risk of explosion, strong safety performance, and greater design flexibility.

In an evolving robotics market, LG Energy Solution meets all three critical requirements of robotics batteries: safety, high energy density, and high-power output. Backed by over 30 years of battery technology expertise in lithium-ion battery development, quality management, and global production, the company ensures stable supply. With its large-scale manufacturing experience and track record of supplying high-quality batteries, the company has built a level of customer trust hard to match.

As physical AI moves from concept to commercialization, battery systems’ performance and reliability will be decisive in determining the speed of robot deployment at scale across industrial, logistics, healthcare, and security environments. With validated high-nickel NCM-based cylindrical batteries already being supplied to world-leading robotics companies, along with ongoing next-generation collaboration and advanced safety technologies such as immersion cooling, LG Energy Solution is strategically positioned at the center of this transformation.

LG Energy Solution is supplying its validated high-energy-density, high-power, high-nickel NCM-based 2170 cylindrical batteries for various robotic platforms, while coordinating specifications and mass production timelines with leading robotics companies. The company supplies cylindrical batteries to more than six major global robotics companies and is also providing samples for next-generation models, reinforcing its presence at this critical early stage.

At the same time, LG Energy Solution is co-developing immersion cooling pack technology to enhance safety and performance. As demand accelerates, the company is sharpening its competitive edge while expanding into diverse robotic applications.

As the robotics market unfolds, the company will closely collaborate with high-potential customers, strengthen strategic partnerships to expand across diverse robotic platforms, and secure substantial growth momentum during early stages of expansion.

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