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.
Editor's Note
Schaeffler's strategic shift towards humanoid robotics reflects broader trends in the automotive industry, where companies are diversifying to mitigate risks associated with electric mobility transitions. This move not only positions Schaeffler as a key player in the robotics market but also highlights the increasing importance of robotics in industrial applications. The company's focus on partnerships and component supply could reshape competitive dynamics in the sector.
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