Korea could become a humanoid robot powerhouse

Goldman Sachs Research estimates Korean companies could control 30 percent of global humanoid robot production by 2035.
That would mean more than 412,000 units annually, up from almost nothing today.
Korea has the right industrial base: autos, motors, actuators, manufacturing scale, and government support.
Names tied to this theme include LG Electronics, Hyundai Motor, Hyundai Mobis, Rainbow Robotics, Robotis, and Doosan Robotics.
The opportunity is real, but valuation risk is high.
The winners will be the companies with actual contracts, component orders, and manufacturing capacity.