LG电子深化与英伟达合作，推动物理AI战略
LG电子宣布扩大与英伟达的技术合作，以推进其物理AI业务。双方将开展制造机器人、AI数据中心和移动出行领域的联合项目。此举旨在加强LG在物理AI领域的布局，但未透露具体投资金额或产品细节。该合作可能涉及AI芯片和边缘计算技术的应用，对元器件供应链的影响尚不明确。
原文深度解读
LG电子在2025年第二季度财报电话会议上宣布扩大与英伟达的技术合作，以推进其物理AI战略。双方将在制造机器人、AI数据中心和移动出行领域开展联合项目，涵盖机器人硬件、软件和核心组件。LG电子已建立直接向CEO汇报的机器人业务中心，并开始生产机器人执行器。合作涉及AI芯片、冷却技术等，对电子元器件供应链可能产生影响。
- LG电子与英伟达正在推进联合项目，结合LG的机器人硬件技术和制造专长与英伟达的物理AI技术栈。
- 双方合作涵盖制造机器人从概念验证到实际部署，包括机器人数据工厂、基础模型增强和仿真验证平台。
- 在AI数据中心领域，LG的多个冷却液分配单元（CDU）产品已获得英伟达认证，并共同开发下一代高密度冷却技术。
- 在移动出行领域，双方正在评估下一代高性能计算平台并构建开发环境。
- LG电子已建立机器人业务中心，直接向CEO汇报，负责整个机器人价值链。
- LG电子已开始生产机器人执行器，在昌原工厂建立试点生产线，并计划到2030年使该业务成为公司盈利的重要贡献者。
供应链影响
- LG电子与英伟达在AI数据中心冷却技术上的合作可能增加对高密度冷却组件（如CDU）的需求，具体取决于数据中心建设规模。
- 机器人执行器的量产可能带动相关电机、传感器和驱动芯片等元器件的采购，但供应链影响取决于产量爬坡速度。
- LG电子整合集团内技术（如LG Innotek的视觉和机器人手技术）可能影响相关元器件的内部供应与外部采购平衡。
- 与英伟达的合作可能推动对AI芯片和边缘计算设备的需求，但具体影响取决于联合项目的落地情况。
- LG电子与Robotis的谅解备忘录可能扩大机器人零部件供应来源，但具体影响取决于合作细节。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
首尔汝矣岛LG双子塔。（来源：THE ELEC）
LG电子正在通过与英伟达更广泛的技术合作来扩展其物理AI业务，在制造机器人、AI数据中心和移动出行领域开展联合项目，同时构建涵盖硬件、软件和核心组件的综合机器人业务。
在公司的第二季度财报电话会议上，LG电子执行副总裁兼首席财务官（CFO）金昌泰表示，两家公司正在推进结合LG的机器人和制造能力与英伟达的物理AI技术栈的协作项目。
“我们正在推进联合项目，将LG的机器人硬件技术和制造专长与英伟达的物理AI技术栈相结合，”金说。
LG电子和英伟达正在合作开发制造机器人，从概念验证阶段到实际工业环境中的部署。合作还包括开发机器人数据工厂、增强机器人基础模型，以及创建仿真和验证平台。
在AI数据中心（AIDC）领域，两家公司正在将英伟达的AI数据中心平台技术与LG电子的基础设施解决方案相结合。他们还在共同开发下一代数据中心高密度冷却技术。LG电子表示，其多款冷却液分配单元（CDU）产品已获得英伟达认证。
英伟达首席执行官黄仁勋（右）和LG董事长具光谟在高管会议后与记者交谈。（来源：THE ELEC）
在移动出行领域，两家公司正在评估下一代高性能计算平台，并为未来的汽车应用构建相关开发环境。CFO金表示，生态系统层面的更广泛战略合作仍有可能。
“平台生态系统层面的战略伙伴关系当然可以考虑，”他说。
此次合作是在首尔LG双子塔举行的高层高管会议之后进行的，LG董事长具光谟和英伟达创始人兼首席执行官（CEO）黄仁勋出席了会议。会议上，两家公司同意在包括物理AI、AI基础设施和移动出行在内的新兴AI领域扩大长期合作。最新的电话会议提供了涉及制造机器人、数据中心冷却技术和汽车计算系统的项目的更多细节。
LG电子最近成立了一个直接向CEO汇报的机器人业务中心，以监督其物理AI计划。该新组织负责整个机器人价值链，包括业务开发、供应链管理、制造和销售。
LG电子机器人销售负责人裴锡亨表示，公司的最终目标是成为能够整合机器人硬件、核心组件、数据平台、AI代理和机器人操作系统的定制化物理AI解决方案提供商。
LG电子还计划利用LG集团内部的技术。公司打算将LG AI研究院开发的大语言模型EXAONE与LG CNS的软件平台、LG Innotek的视觉和机器人手技术以及LG Energy Solution的电池技术相结合。
“我们正在‘One LG’战略下整合集团内的能力，”裴说。“除了英伟达和其他全球科技公司，我们还在推进与中国有竞争力的机器人公司的合作。”
LG电子披露，机器人执行器（机器人关节中的关键运动控制组件）的生产已进入制造阶段。公司于上半年在昌原工厂建立了试点生产线，并已开始生产初始批量。目前正在验证可制造性和质量稳定性，同时在下半年准备额外的自动化设备和生产基础设施。
LG电子家电解决方案（HS）事业部业务管理负责人柳钟仁表示，公司正在与韩国、欧洲和北美的初创公司和机器人公司进行联合开发和合作项目。
LG电子计划扩大其执行器产品组合和制造能力，目标是到2030年将该业务发展成为公司整体盈利的重要贡献者。公司还与Robotis签署了谅解备忘录，以扩大技术和业务合作。
LG Twin Towers in Yeouido, Seoul. (Source: THE ELEC)
LG Electronics is expanding its physical AI business through a broader technology partnership with Nvidia, pursuing joint projects in manufacturing robots, AI data centers and mobility while building an integrated robotics business spanning hardware, software and core components.
During the company’s second-quarter earnings conference call, Kim Chang-tae, executive vice president and chief financial officer (CFO) of LG Electronics, said the two companies are advancing collaborative projects that combine LG’s robotics and manufacturing capabilities with Nvidia’s physical AI technology stack.
“We are pursuing joint projects that integrate LG’s robotics hardware technologies and manufacturing expertise with Nvidia’s physical AI technology stack,” Kim said.
LG Electronics and Nvidia are working together on manufacturing robots from the proof-of-concept stage through deployment in real-world industrial environments. The collaboration also includes the development of robot data factories, enhancement of robot foundation models, and creation of simulation and validation platforms.
In the AI data center (AIDC) sector, the companies are integrating Nvidia’s AI data center platform technologies with LG Electronics’ infrastructure solutions. They are also jointly developing next-generation high-density cooling technologies for data centers. LG Electronics said several of its coolant distribution unit (CDU) products have already received Nvidia certification.
Nvidia Chief Executive Officer Jensen Huang (right) and LG Chairman Koo Kwang-mo speak with reporters following an executive meeting. (Source: THE ELEC)
In the mobility sector, the companies are evaluating next-generation high-performance computing platforms and building related development environments for future automotive applications. CFO Kim said broader strategic cooperation at the ecosystem level remains a possibility.
“A strategic partnership at the platform ecosystem level can certainly be considered,” he said.
The collaboration follows a high-level executive meeting held at LG Twin Towers in Seoul, attended by LG Chairman Koo Kwang-mo and Nvidia founder and Chief Executive Officer (CEO) Jensen Huang. At the meeting, the two companies agreed to expand long-term cooperation across emerging AI sectors, including physical AI, AI infrastructure and mobility. The latest conference call provided additional details on projects involving manufacturing robots, data center cooling technologies and automotive computing systems.
LG Electronics recently established a Robotics Business Center reporting directly to the CEO to oversee its physical AI initiatives. The new organization is responsible for the entire robotics value chain, including business development, supply chain management, manufacturing and sales.
Bae Seok-hyung, head of robotics sales at LG Electronics, said the company’s ultimate goal is to become a customized physical AI solution provider capable of integrating robotics hardware, core components, data platforms, AI agents and robot operating systems.
LG Electronics also plans to draw on technologies from across the LG Group. The company intends to combine EXAONE, the large language model developed by the LG AI Research Institute, with software platforms from LG CNS, vision and robotic hand technologies from LG Innotek, and battery technologies from LG Energy Solution.
“We are bringing together capabilities across the group under the One LG strategy,” Bae said. “In addition to Nvidia and other global technology companies, we are also advancing cooperation with competitive Chinese robotics companies.”
LG Electronics disclosed that production of robotic actuators, which serve as key motion-control components in robot joints, has entered the manufacturing stage. The company established a pilot production line at its Changwon facility during the first half of the year and has begun producing initial volumes. It is currently validating manufacturability and quality stability while preparing additional automation equipment and production infrastructure in the second half.
Yoo Jong-in, head of business management for LG Electronics’ Home Appliance Solution (HS) Division, said the company is engaged in joint development and collaboration projects with startups and robotics companies in South Korea, Europe and North America.
LG Electronics plans to expand both its actuator product portfolio and manufacturing capacity, with the goal of developing the business into a meaningful contributor to company-wide earnings by 2030. The company also signed a memorandum of understanding with Robotis to expand technology and business cooperation.