Serenity: Schaeffer AG is a key beneficiary of the humanoid robot race track

Serenity analysis suggests that Schaeffler AG is an ideal sample for the automotive industry to enter the field of humanoid robots. The company has a market value of approximately 7.5 billion euros and has partnered with around 45 humanoid robot companies. Its business covers core components such as bearings, gearboxes, sensors/ECU, actuators, and power electronics, theoretically accounting for approximately 50% of the BOM cost of humanoid robots. Schaeffler AG expects to achieve hundreds of millions of euros in revenue by 2030.