News/Notice

• Full-scale entry into the global robotics market; supply to commence in 2026.
• Continued camera partnership with Waymo; expanding synergies in the automotive sector.

NAMUGA announced on the 5th that it has been officially selected as a partner for 3D sensing camera modules for a Global Automotive OEM’s robotics platform. NAMUGA’s 3D sensing modules will serve as the "eyes" of the robots within this platform, and the company’s expansion into the broader automotive electronics (e-mobility) sector is also drawing significant attention.

The 3D sensing camera module supplied by NAMUGA utilizes iToF technology. ToF (Time-of-Flight) is a measurement technique that calculates distance by timing how long it takes for light to reflect off an object and return, allowing for the sensing of 3D information. For a robot to pick up or transport items, it must precisely determine their position and orientation. ToF technology provides this essential "depth" information, enabling the robot to accurately recognize an object's location and direction. This is a core element for Physical AI to understand the world in three dimensions through the robot’s eyes. As advanced autonomous tasks typically require multiple 3D sensing modules, supply volumes are expected to increase in the future.

The first order following this partner registration is expected in the first half of 2026. NAMUGA anticipates a steady and stable increase in volume, starting with initial pilot quantities. Furthermore, the company plans to use this partnership to further refine its technical expertise and mass-production capabilities, strengthening its mobility business portfolio, including robotics.

The primary factors behind joining this robot platform are NAMUGA’s long-standing technical expertise and mass-production experience. The company developed iToF-based 3D sensing camera modules in 2011 and supplied 3D sensing modules for SONY’s robotic dog, Aibo, in 2017. In 2019, it secured large-scale mass-production experience by supplying ToF modules for Samsung Electronics' Galaxy Note 10+. In 2020, it became the second company in the world, after Apple, to successfully develop dToF (Direct ToF) sensing camera modules.

Meanwhile, NAMUGA plans to unveil "Stella-2," a 3D sensing solution co-developed with the U.S. LiDAR semiconductor company Lumotive, at CES 2026 this coming January. While ToF is advantageous for fast recognition at short-to-medium ranges, LiDAR excels at long-range 3D mapping. Robotics platforms typically adopt both technologies.

Min Lee, head of the Business Development Team at NAMUGA, stated, “This partner registration serves as proof that NAMUGA’s 3D sensing camera module technology and mass-production capabilities are highly applicable to the robotics field.” 

He added, “With our partnership with Waymo—to whom we supply automotive IR cameras—continuing strongly, this selection will serve as a stepping stone to further solidify our position in the global automotive electronics market.”