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

By Amir Orusov

May 5 (Reuters) - Schaeffler expects its humanoid robotics concern to physique an bid publication successful the hundreds of millions of euros by 2030, ‌the main enforcement of the German instrumentality and car parts shaper said ‌on Tuesday.

CEO Klaus Rosenfeld, talking to Reuters aft the company's first-quarter results, did not springiness a much ​specific estimation for the imaginable bid book.

"We person been investing importantly successful the humanoid robotics country and astatine the infinitesimal we are collaborating with astir 45 humanoid robotics players globally," Rosenfeld said.

Those collaborations impact exchanging prototypes, discussing imaginable bid intake and, wherever applicable, ‌jointly processing manufacturing concepts, helium ⁠added.

Schaeffler presently has 5 lawsuit contracts successful the segment. While Rosenfeld declined to sanction customers, helium said the largest ones were with ⁠leading players successful China and the United States.

In caller months, the institution has besides secured its archetypal meaningful contracts for actuators and different components, including strain question gears, utilized successful ​the ​robotics industry.

The 2030 people assumes that projected request ​for humanoid robots from 2026 ‌to 2030 materializes, including planetary accumulation of astatine slightest 1 cardinal units by the extremity of the decade, Rosenfeld said.

Schaeffler estimates that astir 50% of humanoid robots' materials measure represents an addressable marketplace for the company. It aims to seizure astir 10% of that accidental by 2030.

The company's stock show has been supported by its increasing ‌humanoid robotics business, helping shield the banal from ​volatility successful the automotive sector, adjacent though the ​segment accounted for little than 1% ​of radical income successful 2025.

Apart from Schaeffler's robotics exposure, the shares ‌have performed "extremely well" acknowledgment to the ​company's comparatively bully positioning ​in the electrical mobility displacement and accrued investments successful Europe's defence industry, Rico Luman, elder economist astatine ING Research, told Reuters.

"The European automotive marketplace is inactive ​not large successful presumption ‌of volume, astatine immoderate 85% of pre-pandemic levels, but Schaeffler seems good ​underway to diversify," Luman said.

(Reporting by Amir Orusov successful Gdansk; further reporting ​by Emanuele Berro; editing by Milla Nissi-Prussak)