Schaeffler Aims for Hundreds of Millions in Humanoid Robotics Orders by 2030
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- HumanoidsDaily
Schaeffler has set a target to secure an order book worth hundreds of millions of euros in its humanoid robotics division by 2030, as revealed by CEO Klaus Rosenfeld. This ambitious goal comes as the company shifts its capital allocation and strategic priorities, currently engaging with around 45 humanoid robotics players globally, including firms in the U.S. and China.
The significance of this target lies in Schaeffler's innovative 'user-supplier' model, which positions the company as both a consumer of robotic labor and a Tier 1 component provider. With five major customer contracts already ratified, Schaeffler is working to establish its hardware as the industry standard, aiming to capture 10% of the humanoid market, which is projected to reach 1 million units by 2030.
As the humanoid robotics industry gears up for a production surge, Schaeffler's strategic pivot is seen as a buffer against the volatility of the traditional automotive market. With initial contracts for actuators secured, the company is transitioning from pilot projects to generating industrial-scale revenue, marking a significant step in its growth trajectory in the robotics sector.
Original report
Building the Backlog: Schaeffler Targets Multi-Million Euro Order Book for Humanoid Components by 2030
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