Serenity: Schaeffler has partnered with approximately 45 humanoid robot companies, which could theoretically cover about 50% of the BOM cost for humanoid robots.

According to Svmuu, Serenity posted on X stating that Schaeffler AG is currently an “ideal example” of a company from the automotive industry entering the humanoid robotics sector. The company has a market capitalization of approximately 7.5 billion euros and has already partnered with about 45 humanoid robotics firms. Its business spans core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, which theoretically account for about 50% of a humanoid robot’s bill of materials (BOM) cost. Despite the potential for high penetration, the company currently expects to generate only hundreds of millions of euros in revenue by 2030.