Equity research
2026.07.09 17:42

Goldman Sachs: Robotics Call Series

> Aggressive Market Share Target: Schaeffler aims to secure a market share of >10% by 2030 in the rapidly expanding global humanoid robotics sector.

> Explosive Market Growth: Humanoid robot sales volume is projected to multiply by 30x between 2025 and 2030 (reaching 1,000,000 units sold annually). Meanwhile, the bill of material (BOM) cost is expected to decrease by 30% (falling from $50,000 to $33,000).

> Massive Component Capture: Schaeffler's core competency products (such as bearings, encoders, torque sensors, and rotary/linear actuators) already comprise at least 50% of a standard humanoid robot's Bill of Materials (BOM).

Global Ecosystem & Tactical Partnerships

Schaeffler has rapidly embedded itself within the global robotics ecosystem via prominent investments and technology partnerships across major regions:

Americas: Executed a $10 million investment in Agility Robotics (November 2024) and has already deployed three "Digit" robots for material handling and logistics in its US plants.

Europe: Signed a technology partnership and supply agreement in April 2026 with Neura Robotics to supply rotary actuators and integrate Neura humanoids into Schaeffler's production lines.

Asia (China Focus): Signed technology partnerships in early 2026 with prominent regional players including Leju Robot, UBTECH, and Hexagon / Vindynamics.

AI & Software Infrastructure: Formed a partnership with NVIDIA to embed AI capabilities across the Omniverse ecosystem.

Production Footprint: Establishing the Taicang Humanoid Lighthouse Factory in China to serve as a collaborative baseline platform for the Asian humanoid ecosystem.

Commercialization Status

> 2026 as Year One: The company notes that 2026 marks the first true year of humanoid commercialization, driven primarily by service applications (e.g., consultants, education, sales assistants), whereas manufacturing applications will take longer due to strict efficiency benchmarks.

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