Schaeffler AG Expands into Humanoid Robotics with Significant Orders and Investments
- Published
- Source
- optimusk.blog
Schaeffler AG (XETRA: SHA0), traditionally known for its bearings and automotive drivetrains, is actively entering the humanoid robotics sector. The company has invested in Agility Robotics and plans to deploy 1,000 humanoids in its factories, while also selling joint actuators to robot manufacturers in Europe and China, boasting a humanoid order book of approximately EUR 400 million.
This strategic shift is significant as it positions Schaeffler not only as a user of humanoid robots but also as a supplier of essential components, including planetary roller screws and precision bearings. Despite the potential, humanoid robotics currently represent a small fraction of Schaeffler's overall EUR 23 billion automotive revenue, and the company faces challenges with stagnating revenue and job cuts in Europe.
Schaeffler anticipates humanoid orders could reach hundreds of millions of euros by 2030, with recent orders from Chinese manufacturers indicating strong demand for European actuator parts. However, the impact on Schaeffler's earnings from humanoids is not expected until the end of the decade, as the company continues to navigate a tough automotive market and declining production rates.
Original report
Schaeffler Stock (SHA0): A German Bearing Giant Turning Into a Humanoid Robot Supplier
optimusk.blog · OptimusK BlogThis briefing is an independently written summary based on publicly available reporting and is provided for industry information and news discovery. The original report and source publication are credited and linked where applicable. RobotToday does not claim ownership of third-party source material.
Rights concerns? Contact [email protected] with the relevant URL and details. We will review the matter and take appropriate action where warranted.
More related news
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
-
12
RobotToday Weekly November 2 – 6, 2026 RobotToday · 3 days ago
Related Suppliers
Agility Robotics
United States
US humanoid robot maker behind Digit, first commercially deployed humanoid in logistics; spun out of Oregon State University in 2015.
Tangible Robots
United States
San Francisco startup building Eggie, a wheeled humanoid with humanlike hands for household dexterity tasks, backed by Blume Ventures and Micelio.
Techsoft Robots 深圳市泰科智能机器人有限公司
China
Shenzhen manufacturer of humanoid and collaborative robot joint modules, servo drives, and dual-arm cobots for OEM and end-user customers.
Weihan Power 北京微悍动力科技有限公司
China
Beijing joint-module maker owned by RealMan, supplying high-power-density actuators for industrial, collaborative, and humanoid robots.
Zeroth 苏州乐享智能科技有限公司
China
Suzhou maker of Zeroth consumer robots, founded 2024: M1 home humanoid, W1 tracked carrier, Jupiter humanoid; over 30,000 units on order in 2026.
Gewinde Satelliten Antriebe AG (GSA AG)
Switzerland
Feldbrunnen, Switzerland maker of planetary roller screws founded 1982; part of the Gewinde Ziegler AG group, grinding threads since 1932.
Jiangsu Hengli Hydraulic Co., Ltd. 江苏恒立液压股份有限公司
China
Changzhou maker of excavator cylinders, pumps and valves whose linear-actuator unit builds ball screws and electric cylinders and develops roller screws.
Leju (Shenzhen) Robotics Co., Ltd. 乐聚（深圳）机器人技术有限公司
China
Shenzhen humanoid robotics company founded 2016; makes full-size KUAVO (170 cm, 4.6 km/h) and educational AELOS robots; raised RMB 1.5B in pre-IPO funding.
Noble Machines
United States
US developer of general-purpose humanoid robots that learn industrial skills in hours via language, demonstrations, and gestures.
Galam Robotics
France
Paris-area Galam Robotics, founded 2019, makes Buffer-One, a battery-free modular robotic buffer handling 50-5,000 bins at up to 2,000 bins/hour.
Aaronia AG
Germany
German RF specialist from Strickscheid whose AARTOS RF system detects, classifies, geolocates and jams drones; more than 650 installations worldwide.
Wuhan Langyi Robotics Co., Ltd. 武汉朗毅机器人有限公司
China
Wuhan startup supplying embodied spatial-intelligence navigation modules that let humanoid and mobile robots move autonomously.
Robotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
Join the RobotToday community on LinkedIn
Daily robotics news, in-depth analysis, conference highlights, and discussions with professionals worldwide.
