Schaeffler sees humanoid robotics orders in three-digit million euros by 2030

• Schaeffler's 2030 target assumes global production of at least 1 million humanoid robots by decade's end, with the company aiming to capture roughly 10% of an addressable market representing about 50% of robots' materials bill
• The company has secured its first meaningful contracts for actuators and components including strain wave gears, though the robotics segment accounted for less than 1% of group sales in 2025
• The humanoid robotics push is part of Schaeffler's diversification strategy away from automotive, which faces ongoing challenges with European car market volumes at only 85% of pre-pandemic levels

Summary: Schaeffler Targets Humanoid Robotics Growth

Key Developments:

German machine and car parts maker Schaeffler AG expects to build a humanoid robotics order book in the "three-digit million euros" (hundreds of millions) by 2030, CEO Klaus Rosenfeld announced following the company's Q1 results.

Strategic Positioning:

• Currently collaborating with approximately 45 humanoid robotics players globally
• Has secured 5 customer contracts, with largest deals involving leading players in China and the United States
• Recently obtained first significant contracts for actuators and components including strain wave gears
• Robotics segment currently represents less than 1% of group sales (2025)

Market Assumptions:

The 2030 target relies on projected demand materializing between 2026-2030, including:

• Global production reaching at least 1 million humanoid robot units by decade's end
• Schaeffler estimates 50% of humanoid robots' materials bill represents addressable market opportunity
• Company aims to capture roughly 10% of that market by 2030

Strategic Implications:

The robotics pivot serves as a diversification strategy to shield Schaeffler from automotive sector volatility. According to ING Research senior economist Rico Luman, this diversification comes as European automotive markets remain weak at 85% of pre-pandemic levels. The strategy aligns with broader European trends including increased defense industry investment.

Business Model:

Collaborations involve prototype exchanges, order intake discussions, and joint development of manufacturing concepts with robotics partners.

This expansion positions Schaeffler to reduce automotive dependency while capturing growth in emerging robotics markets.