This vision could make Samsung one of the major winners of the next industrial revolution.

Samsung’s history in robotics did not begin with the recent rise of generative artificial intelligence. For many years, the group has invested in technologies related to autonomous mobility, sensors, computer vision, human-machine interaction and intelligent assistants. Although much of this work has remained in the background, it reflects a consistent ambition to build an ecosystem in which robots become a natural extension of the digital environment Samsung has already developed.

The company benefits from a considerable advantage that few manufacturers can claim. It already controls most of the technological building blocks required to design a modern robot. Its factories produce processors, memory chips, batteries, sensors, cameras, OLED displays, communication modules and many of the electronic components that embedded systems depend on. This vertical integration gives Samsung a rare degree of strategic independence in an industry where many companies remain heavily dependent on external suppliers.

This industrial expertise is becoming particularly important as demand for computing power grows rapidly under the influence of artificial intelligence. Tomorrow’s robots will need to continuously analyse their surroundings, recognise objects, understand natural language, interpret complex situations and make decisions in real time. These capabilities require considerable computing power, as well as components that can deliver the right balance between performance and energy efficiency. Samsung already possesses this expertise through its semiconductor operations serving data centres, smartphones and embedded systems.

While some manufacturers showcase robots,
Samsung is methodically building the ecosystem
that could make them indispensable.

The South Korean manufacturer’s approach also differs from that of many other market players. While some companies develop a robot first and then search for potential applications, Samsung starts with existing use cases and considers how robotics could improve the user experience. This philosophy is clearly reflected in Ballie, which was introduced as a mobile assistant designed to accompany people inside their homes. Behind its intentionally playful appearance, however, lies a much more ambitious technological demonstration.

Ballie was never designed as a simple living-room gadget. It embodies Samsung’s ambition to transform the connected home into a robotic environment. The robot does not replace existing equipment; it becomes its physical interface. It moves around the home, communicates with occupants, controls compatible devices, collects information about its surroundings and adapts its behaviour to each person’s habits. In this vision, robotics is no longer an isolated object but a central component of an intelligent system connecting every device in the home.

This integration model is probably at the heart of Samsung’s strategy. For several years, the group has been developing SmartThings, its platform for connected devices. Millions of compatible products are already able to communicate with one another. Introducing a mobile robot into this environment creates entirely new possibilities. It could serve as a physical presence capable of interacting with appliances, monitoring a home, assisting an elderly person or making certain everyday tasks easier. The robot would become the physical embodiment of intelligence distributed throughout the home.

However, Samsung’s real acceleration in robotics has most likely come from its closer relationship with Rainbow Robotics. This South Korean company emerged from the work of researchers at KAIST, one of the world’s leading institutions in advanced robotics. Rainbow Robotics has recognised expertise in bipedal locomotion, robotic manipulation and autonomous mobile robots. Its Hubo humanoid robot influenced several generations of researchers and demonstrated South Korea’s expertise in the field.

By becoming the majority shareholder in Rainbow Robotics, Samsung is doing far more than making a financial investment. The group is acquiring expertise, patents, teams of specialised engineers and several years of technological progress in humanoid robot development. This decision marks an important strategic shift. Samsung no longer intends to focus solely on domestic assistance robots; it is now preparing to enter the much broader market for industrial robots and, potentially, general-purpose robots.

This evolution comes at a time when artificial intelligence is fundamentally transforming robotics. For many years, robot performance was mainly limited by mechanical capabilities. Today, the difference is increasingly determined by software. Language models, computer vision and machine-learning systems now allow robots to understand instructions expressed in natural language, interpret their surroundings and adapt their behaviour to unfamiliar situations.

Samsung identified this shift very early. For several years, the company has been investing in artificial intelligence research centres located across South Korea, Europe and North America. Its objective is not merely to develop AI for smartphones or televisions, but to build a common software platform capable of powering its entire ecosystem.

A modern robot is as much a system
of semiconductors, sensors and software
as it is a mechanical machine.

The introduction of Galaxy AI illustrates this strategy perfectly. Artificial intelligence is no longer treated as an isolated feature; it is becoming a shared software layer that could eventually be used across all of the group’s devices. Within this architecture, smartphones, televisions, household appliances and future robots could gradually share the same capabilities for understanding, interaction and assistance.

The recent relationship between Samsung and the French company Mistral AI also fits into this strategy. Beyond discussions surrounding a potential financial investment, Samsung is primarily seeking to strengthen its capabilities in language models and embedded artificial intelligence. For a manufacturer aiming to develop robots capable of interacting naturally with users, privileged access to high-performance models would provide an obvious strategic advantage. Although no official announcement currently connects Mistral AI directly to Samsung’s robotics projects, the technological synergies appear particularly coherent.

Another major Samsung strength is its ability to manufacture products at an industrial scale. Many startups are capable of demonstrating impressive prototypes but lack the resources required to produce hundreds of thousands of robots. Samsung has decades of experience managing global supply chains, mass production and industrial cost reduction. If the personal robotics market were to experience growth comparable to that of smartphones, very few companies would be as well positioned to respond rapidly to demand.

This industrial capacity could also play a major role in the professional sector. Companies are increasingly looking for robotic solutions capable of interacting with human operators, navigating complex environments and integrating with existing digital systems. Thanks to its expertise in electronic components, networks, professional displays and artificial intelligence, Samsung possesses all the elements required to offer complete solutions rather than simply selling a robot.

Competitors are already responding to this strategy. Tesla continues to develop Optimus with the ambition of progressively automating manufacturing tasks. Figure AI is expanding its partnerships with industrial companies, while Chinese manufacturers are accelerating their investments in humanoid robotics. However, the global competition will not be determined solely by the mechanical quality of the machines. It will depend on the ability to integrate artificial intelligence, control critical components and build a coherent ecosystem connecting robots, connected devices and digital services.

Samsung appears to understand perfectly that the value will not lie solely in the robot itself, but in the entire range of technologies that will allow it to operate, learn, communicate and interact with its surroundings.

The South Korean group is moving forward without major publicity, remaining faithful to an industrial strategy that favours long-term investment over spectacular demonstrations. Yet behind this discretion lies a considerable ambition: to make robotics the next stage of personal computing.

Should this vision become a reality, Samsung may no longer be known only as one of the world’s leading electronics companies. It could become one of the architects of the intelligent robotics systems that will accompany us in our everyday lives over the coming decades.

Cet article What Is Samsung’s Robotics Strategy? est apparu en premier sur Robot Magazine.

In this emerging model, companies no longer purchase humanoid robots. Instead, they simply subscribe to robotic labor capacity, much like they already subscribe to cloud services or software today.

With the arrival of humanoid robots developed by companies such as Tesla, Figure AI, Agility Robotics, and Apptronik, some industry players are already considering subscription-based business models.

If this trend continues, humanoid robots could profoundly transform the labor economy and create a market estimated at more than $100 billion in the coming decades.

What is Humanoid-as-a-Service?

Humanoid-as-a-Service (HaaS) is a model in which a humanoid robot is provided as a service rather than sold as a product.

Instead of purchasing a robot for several hundred thousand euros, a company could simply pay for:

• A monthly subscription

• An hourly rate

• A cost per completed task

In this model, the provider manages:

• The robot itself

• Software updates

• Maintenance

• Integration

• Algorithm improvements

The client company only pays for the actual use of the robot.

This approach transforms a heavy industrial investment into an operational expense, making the adoption of robotics significantly easier.

After SaaS and RaaS, Humanoid-as-a-Service
could represent the next economic
evolution of robotics.

Why Humanoid Robots Fit the “As-a-Service” Model

Humanoid robots have a unique characteristic: they are designed to operate in environments built for humans.

Unlike traditional industrial robots, which often require specialized infrastructure, humanoids can theoretically:

• Walk through a warehouse

• Handle objects

• Use tools

• Transport packages

• Work alongside human workers

This flexibility makes humanoid robots particularly compatible with on-demand service models.

For example, a company could rent a humanoid robot to:

• Handle a logistics activity peak

• Temporarily compensate for a labor shortage

• Automate repetitive tasks

Companies Exploring This Model

Several companies developing humanoid robots could adopt a Humanoid-as-a-Service model.

Tesla

Tesla is developing the humanoid robot Optimus, designed to work in factories and warehouses.

Elon Musk regularly mentions the possibility of deploying these robots at large scale in industry.

A subscription-based model could accelerate their adoption.

Figure AI

The startup Figure AI is developing the humanoid robot Figure 01, with the goal of deploying these machines in industrial environments.

The company has attracted strong investor attention after raising hundreds of millions of dollars.

Its business model could evolve toward on-demand robotics services.

Agility Robotics

Agility Robotics develops the humanoid robot Digit, designed for logistics and material handling.

Digit is already being tested in some warehouses to:

• Transport packages

• Automate certain operations

Apptronik

Apptronik develops the humanoid robot Apollo, designed for industrial applications.

The goal is to create a robot capable of assisting workers with physical tasks.

Industries That Could Adopt HaaS

Several sectors could quickly benefit from the Humanoid-as-a-Service model.

Logistics

Warehouses represent an ideal testing ground for humanoid robots.

They could:

• Load and unload packages

• Move goods

• Prepare orders

• Assist human operators

Manufacturing

In factories, humanoid robots could handle repetitive physical tasks.

They could also be used to operate in difficult or hazardous areas.

Services

In the longer term, humanoid robots could appear in:

• Hotels

• Airports

• Hospitals

• Shopping malls

They could assist human teams in logistics operations or customer support tasks.

A Potential Market Worth Over $100 Billion

Analysts believe humanoid robots could become one of the largest markets in robotics.

Several factors support this growth:

• Labor shortages in many countries

• Increasing productivity pressure

• Advances in artificial intelligence

• Gradual reductions in component costs

Some projections estimate a market exceeding $100 billion by 2040.

If the Humanoid-as-a-Service model becomes widespread, it could significantly accelerate this growth.

Logistics already represents an
ideal experimentation environment
for humanoid robots.

Toward a Robotic Labor Economy

The Humanoid-as-a-Service model could transform how companies access labor.

Instead of hiring employees for certain repetitive tasks, companies could simply subscribe to robotic workforce capacity.

We could eventually see:

• Humanoid robots rented by the hour

• Robots billed per task

• Robot fleets managed through cloud platforms

This model fits within a broader shift toward an economy of automated services.

Challenges to Overcome

Despite its potential, the Humanoid-as-a-Service model still faces several challenges.

Robot Costs

Humanoid robots are still expensive to manufacture.

Reliability

To operate in industrial environments, these robots must be extremely reliable.

Energy Autonomy

Battery technology remains a limiting factor for extended operation.

Humanoid robots could represent the next major revolution in industrial robotics. By combining artificial intelligence, advanced robotics, and subscription-based economic models, the concept of Humanoid-as-a-Service could transform how companies access automation.

Instead of purchasing robots, companies may soon subscribe to robotic labor.

If this vision becomes reality, humanoid robots could create a new industry worth more than $100 billion and mark the beginning of a new automated labor economy.

FAQ – Humanoid-as-a-Service (HaaS)

Cet article Humanoid-as-a-Service: The Next Step in Industrial Robotics est apparu en premier sur Robot Magazine.