CES 2026: Why Atlas and Alice Got More Applause Than Dancing Chinese Robots | Ryu Jong-eun, 3PRO TV Reporter

CES 2026 춤추는 중국 로봇보다 아틀라스·앨리스가 박수받은 이유 | 류종은 삼프로TV 기자 [인뎁스60]
Watch on YouTube ↗  |  January 16, 2026 at 00:26  |  24:02  |  3PRO TV (삼프로TV)
Speakers
Ryu Jong-eun — Reporter, 3PRO TV

Summary

The video reviews CES 2026, where humanoid robots and physical AI dominated. The guest reporter argues that Boston Dynamics' Atlas stood out for autonomous, natural movement, while many Chinese and LG robot demos relied on teleoperation or were too slow and clumsy. He highlights Hyundai Motor's ownership of Boston Dynamics, NVIDIA's Jetson Thor as a key robot brain, and rare-earth supply-chain risks for robot actuators.

  • CES 2026 centered on physical AI and humanoid robots, with about 580 robot companies and 450 humanoids.
  • Boston Dynamics' Atlas impressed with autonomous, natural motion and was reportedly sold out through 2030.
  • Hyundai Motor is deploying Atlas at its HMGMA plant and may list Boston Dynamics.
  • Chinese humanoid robots drew attention for dancing and fighting, but many were teleoperated.
  • LG Electronics' home robot demo was criticized as slow and unconvincing.
  • NVIDIA's Jetson Thor was noted as a key AI brain for robots.
  • Rare earths, especially heavy rare earths, are a critical actuator supply-chain issue due to Chinese export controls.
  • Samsung and SK hynix were discussed but without clear investment conclusions.
Ideas
Ryu Jong-eun Reporter, 3PRO TV 2:16
Physical AI and humanoids are next theme.
CES 2026 showed a major shift from digital AI to physical AI, with about 580 robot companies and 450 humanoid robots exhibited. The speaker views humanoid robotics as the next major secular theme, but stresses that execution quality varies widely, with only a few players like Boston Dynamics demonstrating true autonomy.
Humanoid robotics MED
Ryu Jong-eun Reporter, 3PRO TV 10:17
NVIDIA's Jetson Thor powers robot brains.
NVIDIA is effectively becoming the default brain for humanoid robots: it showcases robots from many companies, but their AI compute often uses NVIDIA's Jetson Thor platform. The speaker highlights this as a strong ecosystem position in physical AI.
NVDA MED
Ryu Jong-eun Reporter, 3PRO TV 11:08
LG Electronics robot demo disappoints; growth concerns.
LG Electronics' CES humanoid home robot demo was slow and clumsy, taking 40 seconds to load laundry, and failed to present a convincing new growth engine. With the TV and home appliance business becoming more precarious, the speaker is concerned that LG Electronics lacks a strong next act despite its B2B strength.
066570.KS HIGH
Ryu Jong-eun Reporter, 3PRO TV 13:41
Hyundai's Boston Dynamics Atlas is sold out.
Boston Dynamics' Atlas was the standout at CES 2026 because it moved naturally and autonomously, unlike teleoperated Chinese robots. Hyundai Motor owns Boston Dynamics, has already deployed Atlas at its HMGMA plant with 95% automation, and Atlas production is reportedly sold out through 2030; the speaker also notes Boston Dynamics IPO plans and a possible valuation re-rating.
005380.KS HIGH
Ryu Jong-eun Reporter, 3PRO TV 17:51
Chinese humanoid robots are mostly teleoperated.
Chinese humanoid robots at CES were impressive for dancing and fighting, but many were teleoperated with joysticks and did not demonstrate autonomous, algorithm-driven movement. The speaker argues the flashy demos are mostly party tricks and hardware still looks crude, so the Chinese humanoid robotics hype is not yet a reliable physical-AI investment.
Chinese humanoid robotics MED
Ryu Jong-eun Reporter, 3PRO TV 21:20
Rare earths are critical for robot actuators.
Humanoid robot actuators depend on high-performance electric motors and rare-earth magnets, especially neodymium, with dysprosium and terbium used to maintain magnetism at high temperatures. China's export controls on heavy rare earths create a supply-chain bottleneck, and domestic firms are trying to develop substitutes, making rare earths a key supply-chain theme to monitor.
REMX Terbium MED
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This 3PRO TV (삼프로TV) video, published January 16, 2026, features Ryu Jong-eun discussing Humanoid robotics, NVDA, 066570.KS, 005380.KS, Chinese humanoid robotics, REMX, Terbium. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ryu Jong-eun  · Tickers: Humanoid robotics, NVDA, 066570.KS, 005380.KS, Chinese humanoid robotics, REMX, Terbium