I thought it was the group's 'eternal latter'... The SI firm's rebellion
Date
Jan 23, 2026
Classification
- Trends/Insights
"Data Room Guardians Are a Thing of the Past": Why SI Companies Rolled Up Robotic Arms
#PhysicalAI #RobotAutomation #SICompany #SmartFactory
🫑 3-Line Summary
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Domestic SI companies that managed corporate computer networks are shifting their battlefield to the physical AI market, which combines robots and software.
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Major companies such as POSCO DX, LG CNS, and Lotte Innovate have embarked on demonstrations by introducing robot control systems to factories and logistics sites.
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The business model has evolved beyond simple computer management into the realm of action, where field data is learned and robots are directly commanded.
🥦 Insight
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AI Beyond the Monitor: Execution Is Competitiveness
If the Digital Transformation (DX) of the past was a back-office revolution focused on increasing office efficiency, we are now in the era of AI Transformation (AX), which directly drives factories and logistics centers. More important than flashy AI models is how well one understands the context of the processes and the data covered in the dust of the field. For SI companies that have accumulated domain knowledge while supporting group manufacturing sites for a long time, this can become a powerful weapon to compete with Tesla or Nvidia.
🥄 A spoonful of execution
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"Where is the point where our company's technology or services meet the offline real world, extending beyond the online realm?" New opportunities may be hidden at that intersection.
—— View Original ——
Fierce Competition in Robot Automation Based on Manufacturing Data
Physical AI Industry to Grow to 49 Trillion Won by 2030
Physical AI Industry to Grow to 49 Trillion Won by 2030
Competition in physical artificial intelligence (AI) is intensifying, centered on industrial sites such as manufacturing, logistics, and distribution.
This is because software companies, which originated from group IT departments and have traditionally guarded the "invisible space," are expanding their businesses into a structure where they dominate processes, data, and operations by integrating with robots.
As the data accumulated by the domestic manufacturing industry aligns with on-site characteristics, it is emerging as a testing ground for global physical AI.
According to the information technology (IT) industry on the 16th, domestic system integration (SI) companies are successively announcing physical AI businesses.
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