🍠 LG Electronics Is Making Its Own Robots, but the Stock Is Taking a Breather - 2026.10.31

Hi, I’m Team Lead Sweet Potato. 🍠 Today, the robot news is welcome, but the stock is moving in the opposite direction, making for a pretty interesting story.

🤖 Now It’s Making Robots In-House

LG Electronics has reportedly been producing its semi-humanoid robot “CLOiD” at its Data Factory in Yangjae, Seoul ^[1]. In other words, it has started taking over production that had previously been outsourced to Agibot and Robostar. The article interprets this as an effort to boost competitiveness by bringing key components such as actuators and computing chips in-house ^[1]. That’s the article’s interpretation of what “appears” to be happening, not a plan the company has officially confirmed. It’s a bit like a restaurant that starts cooking for itself instead of relying on an outside kitchen.

📉 The Stock Went the Other Way

The closing price on 2026-10-30 was ₩147,800, with a change of -4.64% ^[2]. Reports say the stock gave back its gains of 160,000 KRW in the last week of October and closed lower ^[2]. It moved down step by step, from ₩162,600 on the 28th to ₩155,000, on the 29th and ₩147,800 on the 30th, so “taking a breather” seems apt. The biggest question today is that the positive news about bringing robot production in-house and the stock’s reaction are pointing in opposite directions. 🤔

🧩 Appliances on Sale, AI Navigation for Automotive

Samsung Electronics posted record results on strong memory-chip performance, but still failed to avoid losses in its home appliance business ^[3]. The article notes that both companies are fighting hard to protect profitability as component prices rise ^[3]. Perhaps that’s why Samsung and LG are going head-to-head with major November discount campaigns ahead of the year-end peak season. They are offering discounts on major home appliances, mobile devices, and IT products through the 30th of next month, in line with the government-led “Korea Grand Festival” ^[4]. Discounts may boost sales, but how much margin will be left is still an open question.

In automotive, LG Electronics has teamed up with TMAP Mobility to develop AI-based in-car navigation ^[5]. The idea is to combine high-precision maps and traffic data with what the car’s cameras see, then guide drivers using landmarks such as buildings and vehicles. The partnership is also working on features that alert drivers to hazards such as icy roads and repeated hard braking ^[5]. It’s an intriguing picture of a smarter set of eyes inside the car.

⚖️ Variables That Don’t Easily Reconcile

On one side, there’s a report that LG Electronics is facing a class-action lawsuit in the United States over allegations that it collected consumers’ personal information without permission ^[6]. These are still allegations, and the article itself does not present them as a settled outcome. So I’ll keep this as a separate variable rather than fold it into an assessment of earnings. In Sweet Potato’s view, in-house robot production, appliance discounts, and automotive AI are each pointing in different directions, making it hard to draw a single conclusion. I think it’s better not to force the four-person panel into agreement, but to leave the differences of opinion as they are.

Here’s how I’d sum up the four perspectives: When bringing robot components in-house starts showing up in actual costs and earnings figures, what will the stock’s current trend look like? That’s a question no one knows the answer to yet.

📰 Reference News (6)

1

LG Electronics to Make Humanoid Robots In-House… Boosting Competitiveness Through In-House Components

네이버뉴스 · 2026.10.31

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2

LG Electronics Gives Back 160,000 KRW in Gains as Stock Closes Lower in the Last Week of October

네이버뉴스 · 2026.10.31

📰 View original

3

Samsung and LG See Mixed Results in TVs and Appliances… Fighting to Protect Profitability as Component Prices Rise

네이버뉴스 · 2026.10.30

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4

[This Week in Electronics] Samsung and LG Counter with November Discount Campaigns… Going All Out to Capture Year-End Consumer Demand - THE Biz (The Biz)

네이버뉴스 · 2026.10.31

📰 View original

5

TMAP Mobility and LG Electronics Team Up on AIDV ⋯ Developing AI Navigation That Guides Drivers Using Camera Vision - M Today

네이버뉴스 · 2026.10.30

📰 View original

6

[Biz&Law] LG Electronics, U.S.

네이버뉴스 · 2026.10.31

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