[Market Focus] Doosan Robotics Rises on Spotlight for AI-Integrated Technology

As of 9:50 a.m. on June 27, shares of Doosan Robotics on the Korea Exchange were trading at 65,800 won, up 5.96% from the previous day's closing price. This increase appears to be driven by growing attention to Doosan Robotics' focus on intelligent robots that incorporate artificial intelligence (AI).

Founded in 2015, Doosan Robotics is a specialized manufacturer of collaborative robots (Cobots) designed to work alongside humans. Its main product lineup consists of units priced between 20 million and 60 million won, with payload capacities under 30 kilograms. These robots are used across various light industries and the food and beverage (F&B) sector. The company holds the fourth-largest market share globally, and as of last year, exports accounted for 60% of its revenue. Through commercial solutions co-developed with European companies, Doosan Robotics has secured global clients such as General Motors (GM), Danone, and Heineken.

Meanwhile, Doosan Robotics is participating in "AUTOMATICA 2025," held in Munich, Germany, through June 27 (local time), prominently highlighting its identity as an "AI-centric intelligent robotics" company.

The "Voice to Real" solution, co-developed with AWS, recognizes user voice commands, interprets context, and enables robots to perform tasks directly. This next-generation human-robot interface integrates large language models (LLM) and 3D vision technology. The company also showcased a variety of field-oriented technologies, including automotive parts handling, sanding, visual inspection, and barista solutions, all equipped with AI-based decision-making and control systems. In particular, the "Sim to Real" technology, linked with NVIDIA's CuRobo simulation platform, demonstrated the potential of digital twin-based automation systems that connect virtual simulations with real-world environments.

According to Markets&Markets, the collaborative robot market is projected to grow from $970 million in 2023 to $9.88 billion by 2030, representing a compound annual growth rate (CAGR) of 34%. This rate significantly outpaces the projected CAGR for the overall robotics market (14%), industrial robots (7%), and service robots (15%) over the same period.