The stock price of RS Automation, a company specializing in robot motion components and solutions, is rising. As the second term administration of U.S. President-elect Donald Trump approaches, the news that RS Automation is strengthening cooperation with its partner, U.S.-based Rockwell Automation, and targeting the U.S. market appears to be influencing the stock price.
At 2:33 PM on the 13th, RS Automation was trading at 11,750 KRW, up 20.27% from the previous day.
RS Automation is the top exporter of robot motion control devices and has maintained global partnerships with major companies such as Rockwell Automation, the largest automation supplier in the U.S., global robot company Schneider Electric, and Japan’s largest robot manufacturer Yaskawa.
The ‘SMC (Smart Motor Controller)’ exported to Rockwell Automation is a type of driver, a component that controls the drive motor by receiving commands from the robot motion controller. It is an essential product used in various social infrastructures, bridges, elevators, and smart manufacturing lines. RS Automation’s SMC currently holds the number one market share in the U.S., and its expected sales for the second half of this year are projected to increase by about 30% compared to the second half of last year.
In 2022, RS Automation signed a 5-year SMC supply contract worth 63 billion KRW with Rockwell Automation and is in the final stages of developing the next-generation SMC product equipped with cybersecurity features. The company is preparing to launch it in 2027, coinciding with the completion of the supply contract. RS Automation plans to further solidify its dominant position in the U.S. market.
President-elect Trump has announced an “America First” policy, promising infrastructure investments worth 1.5 trillion USD and strong measures such as appointing a “Manufacturing Ambassador” to promote domestic manufacturing. RS Automation plans to pursue aggressive sales activities based on its smart manufacturing line operated by its U.S. subsidiary in Las Vegas.
RS Automation CEO Kang Deok-hyun said, “As President-elect Trump emphasized, if investments in the outdated robot automation infrastructure in U.S. telecommunications, social infrastructure, and power sectors are strengthened, we believe RS Automation’s products have a competitive edge over other global companies such as those from China in terms of hacking and security.” He added, “With our company’s technology, which was the first in Korea to obtain cybersecurity certification in the robot motion field, and the synergy effect with Rockwell Automation, the largest automation company in the U.S., we will actively respond to the Trump 2.0 era.”
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