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Namuga Partners With Altera to Develop Robot Sensors, Reduce Smartphone Reliance

What happened

South Korean smartphone camera module maker Namuga has signed a memorandum of understanding (MOU) with US FPGA company Altera to jointly develop robotic sensor systems. The MOU, covering robotics and physical artificial intelligence (AI), was signed on Nov. 6 at the 2026 Namuga Tech Day held at Namuga's headquarters in Pangyo, Seongnam. The companies will combine Namuga's three-dimensional (3D) sensing technology with Altera's FPGAs to jointly develop multisensor devices for robots, collaborating on hardware and software design through manufacturing using Nvidia's platform. A key development target is a sensor system based on Nvidia Holoscan Sensor Bridge (HSB), which transmits data collected by cameras, LiDAR and other sensors to GPUs over Ethernet, with FPGAs collecting and preprocessing sensor data to reduce transmission latency for real-time AI processing. Altera already offers an FPGA-based HSB solution, and Namuga plans to integrate its proprietary 3D sensing technology into it. The partnership aims to expand Namuga's business beyond camera module supply into sensor data processing systems and reduce its heavy reliance on smartphone-related revenue: mobile products once accounted for 99% of total revenue, a share that has recently declined to 96%, and Namuga aims to raise the non-mobile contribution to more than 10% by 2028, when it expects related revenue to begin materializing in earnest. Namuga CEO Lee Dong-ho identified four new growth areas: Vision Expansion (VX), mobility, security and healthcare.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

robotic sensor systemscamera modulesFPGAmultisensor devices3D sensing technologyNvidia Holoscan Sensor Bridge (HSB)
NamugaAlteraSamsung ElectronicsNvidiaIntelSilver Lake
MOUroboticsphysical AIFPGA3D sensingsmartphone camera module

Source and time

Source: The Elec · 11/9/2026 · View original source

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