Schaeffler Foresees Significant Growth in Humanoid Robotics Business
German machine and car parts maker, Schaeffler, is optimistic about the potential growth of its humanoid robotics business. According to CEO Klaus Rosenfeld, the company aims to establish an order book in the hundreds of millions of euros by 2030. This projection is based on the increasing investments Schaeffler has made in the humanoid robotics sector. Collaborating with around 45 key players globally, the company is actively engaging in prototype exchange, order discussions, and joint manufacturing concept development.
Currently, Schaeffler has secured five customer contracts in the humanoid robotics segment, with major deals in China and the United States. Furthermore, the company has recently inked significant contracts for actuators and essential components like strain wave gears, essential in the robotics industry. The 2030 target is contingent on the anticipated demand for humanoid robots between 2026 and 2030, with a projected global production of at least 1 million units by the end of the decade.
Schaeffler aims to capture roughly 10% of the market opportunity which constitutes about half of the materials bill for humanoid robots. The company’s focus on robotics has proven beneficial, cushioning its stock value against automotive sector fluctuations, despite humanoid robotics accounting for less than 1% of the group sales in 2025. Additionally, Schaeffler’s shares have seen a robust performance due to its strategic positioning in the electric mobility transition and increased involvement in Europe’s defense industry.
According to Rico Luman, a senior economist at ING Research, Schaeffler’s forward-thinking approach to diversification amid the challenges in the European automotive market has positioned the company for sustained growth. Despite the market being at 85% of pre-pandemic levels, Schaeffler’s proactive strategies are paving the way for future success.
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