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Seoul Economic Daily EnglishCodex · 实盘不做把握 2/10
北京时间·🕒 发布 08-04 16:49:52时区推断·⟳ 抓取 08-04 18:17:26·⚡ 决策 08-05 01:28:28 +7h11m·83.6 天前

Naver Labs负责人称ARC平台可统筹多机器人,属于访谈式技术叙事

正文主要是Naver Labs负责人对ARC Brain、ARC Eye和ARC Mind的技术定位访谈,没有新增订单、合同金额或商业化财务指标。

📄 原文Seoul Economic Daily English↗ 原文
Naver Aims to Be "Conductor Running All Robots" in Robot Ecosystem Push
The endpoint of robotics technology is not the humanoid. That is the assessment of Baek Jong-yoon, head leader of robot…
不做 Naver(035420.KS)
公司访谈和技术愿景不是可量化催化,未披露合同、金额、客户采购承诺或利润影响,不做。
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研究档案

🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium ↗

关键理由

  • 正文主要是Naver Labs负责人对ARC Brain、ARC Eye和ARC Mind的技术定位访谈,没有新增订单、合同金额或商业化财务指标。

主要风险

  • 访谈式软催化对Naver短线利润和收入传导不可量化,且与同日沙特机器人叙事高度重合。
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原文全文

展开原文 · 2,296 字
The endpoint of robotics technology is not the humanoid. That is the assessment of Baek Jong-yoon, head leader of robotics at Naver Labs, the research and development (R&D) subsidiary launched by Naver in 2017. The key, he says, lies not in the form of the robot but in the system that controls and operates multiple robots.
In an interview with the Seoul Economic Daily on the 4th at Naver's headquarters "1784" in Seongnam, Gyeonggi Province, Baek said, "People often say the humanoid is the evolved version of wheeled robots and the endpoint of robotics technology, but the two robots are separate technologies with different uses." He added, "In the end, humanoids also need orchestration to give them instructions." This distances him from the view that measures technological maturity by the form of a robot or the flashiness of its movements.
Where he places weight is the backend that manages robots. "Making capable and smart robots is one thing, and using robots well in the actual field is another," Baek explained. "Naver is focused on building 'ARC,' a backend system and platform that oversees robots." ARC consists of the multi-robot control system "ARC Brain," the vision-based positioning technology "ARC Eye," and the robot-dedicated operating system (OS) "ARC Mind."
A case where this management technology led to an actual order is the "Tokyo Midtown Yaesu" project in Japan. It is the first commercialization case of the ARC system. Baek said, "Robots that recognize their location using lidar have limitations operating in buildings where all floors are designed similarly." He added, "Naver's robots use visual information rather than lidar, and because ARC Brain, a kind of 'foreman,' assigns roles, they can fully carry out complex routes such as moving between floors by taking elevators."
The picture Naver Labs is drawing does not stop at its own robots. "We are envisioning a future where various robots and robot applications use Naver's platform," Baek said. "ARC Mind, created in collaboration with the Whale development team, is also continuing to advance its technology." Having stepped into the physical world even before the term physical artificial intelligence (AI) emerged, the position Naver is aiming for is that of a "conductor" that operates all robots.

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