Schaeffler AG · XETR:SHA0
Schaeffler — 2026-09-22 From Components to Coworkers – How Schaeffler is Driving the Future of Humanoid Robotics
26 slides from Schaeffler's investor presentation, September 2026
Slide 1: From Components to Coworkers – How Schaeffler is Driving the Future of Humanoid Robotics
From Components to Coworkers – How Schaeffler is Driving the Future of Humanoid Robotics Humanoid Tour Erlangen, September 2026 Copyright Schaeffler AG, 2025 – All rights reserved. |
Slide 2: The Motion Technology Company – All divisions at a glance
I2 N PT RR O ODDU U CC TT SI O&N S E R V I C E S The Motion Technology Company – All divisions at a glance Powertrain Vehicle Lifetime Bearings & E-Mobility Fifth Division & Chassis Solutions Industrial Solutions Modular and scalable Innovative solutions Tailored solutions for Leading manufacturer P
Slide 3: Schaeffler Group company profile – Driving innovation and global excellence
I1 N CT O RMOD PAUN CTYIOV NE R V I E W Schaeffler Group company profile – Driving innovation and global excellence DIVISIONS REGIONS €23.5 Others Asia/Pacific billion of sales in 2025 1% E-Mobility Bearings & 14% Industrial Solutions 27% 21% 4.0% Greater China 17% 46% Europe EBIT margin in 20251 Ve
Slide 4: Agenda
1 Why we engage in Physical AI 2 Early Adaption - Learning by Doing 3 System Understanding - Designing the Right Solutions 4 Motion Technology - Products 5 Collaboration - Scaling through Partnerships
Slide 5: Physical AI has arrived – every industrial company will become a robotics company
Physical AI has arrived – every industrial company will become a robotics company. Jensen Huang – CEO Nvidia
Slide 6: Demand-driven Transformation – Physical AI is the Future of Manufacturing
1 WHY WE ENGAGE IN PHYSICAL AI Demand-driven Transformation – Physical AI is the Future of Manufacturing Breakthroughs in AI and technology Economic need Disruption in AI from machine learning to physical AI Labor shortages and rising costs accelerate adoption AI advances enable perception, reasonin
Slide 7: Outlook – Diversifying Schaeffler's business portfolio
1 WHY WE ENGAGE IN PHYSICAL AI Outlook – Diversifying Schaeffler’s business portfolio Development of annual humanoid sales until 2035 1 Exploiting according new growth opportunities at Schaeffler USD T humanoids 80.000 10.000 Status Quo 2024 Strategic Ambition 2035 in EUR bn in EUR bn 80.000 8.000 6
Slide 8: Core competence with integrated linear and rotary actuators ~50% of bill of material
1 WHY WE ENGAGE IN PHYSICAL AI Schaeffler’s core competence with integrated linear and rotary actuators account for ~ 50 % of the bill of material costs for humanoids Schaeffler’s Holistic System Understanding as foundation to establish a strong position in the humanoid market Sustain motion Repair
Slide 9: Schaeffler Fully Committed – Supporting the Entire Humanoid Lifecycle
1 WHY WE ENGAGE IN PHYSICAL AI Schaeffler Fully Committed – Supporting the Entire Humanoid Lifecycle HUMANOID SYSTEM & USER COMPONENT Plants Supplier SUPPLIER Deploying humanoids Providing the broadest integrated across our 100 global motion portfolio for humanoids from manufacturing plants bearings
Slide 10: The First Step: Early Adoption
The First Step: Early Adoption
Slide 11: Tackling Operational Challenges – Through Advanced Automation & Humanoids
2 EARLY ADOPTION Tackling Operational Challenges – Through Advanced Automation & Humanoids Challenges Strategic approaches Physical AI application in Schaeffler factories Factory Digitalization and AI Industrial Metaverse Sustainability Efficiency Robotics AI & Humanoid Gyms Automation Flexibility T
Slide 12: Humanoid Skills & Flexibility open the way to the whole value stream
2 EARLY ADOPTION Humanoid Skills & Flexibility open the way to the whole value stream Value Stream Logistics Material handling Process / Assembly Inspection Packaging ▪ Transport ▪ Machine tending ▪ Pre-assembly ▪ Measuring ▪ Machine unload Tasks ▪ Box handling ▪ Line feeding ▪ Screwing ▪ Visual Ins
Slide 13: Schaeffler Humanoid Gyms – Collecting Manufacturing Data to Ensure Readiness
2 EARLY ADOPTION Schaeffler Humanoid Gyms – Collecting Manufacturing Data to Ensure Readiness Humanoid gyms across Lighthouse Factory – our regions enable: Shanghai • World’s first combined Humanoid Data Collection Gym & Humanoid actuator for Manufacturing production facility • Includes advanced dat
Slide 14: Use Case Data is the New Currency – For Fast Deployment & Efficient AI
2 EARLY ADOPTION Use Case Data is the New Currency – For Fast Deployment & Efficient AI SCHAEFFLER USE CASES DATA COLLECTION & PIPELINE AI ROBOT MODELS & SKILLS HUMANOID DEPLOYMENT Across 100 factories Robot skills Robot data collection Physics based simulation • Robot / and training teleoperation d
Slide 15: The Big Picture: System Understanding
The Big Picture: System Understanding
Slide 16: Necessary to Understand the Complete System & Requirements – Drives Product Design
3 SYSTEM UNDERSTANDING Necessary to Understand the Complete System & Requirements – Drives Product Design OEM Customer Needs Actuator KPIs Component Architecture Humanoids with… Actuators with… Components with… Human-like Human-like Small Package Axial short package Cost-efficient dimensioning perfo
Slide 17: How to define the right product? Usecase-drive development method
3 SYSTEM UNDERSTANDING How to define the right product? Usecase-drive development method 1 2 TORQUE REQUIREMENTS & ACTUATOR DESIGN 3 4 0 0 SPEED DIGITALIZATION & TRAINING 5 6 Humanoid Test Cycle Elbow Pitch USECASE ANALYSIS To ensure.. • Box handling ✓ Thermal design • Walking with payload ✓ Cycle e
Slide 18: What Moves Humanoids: Motion Technology
What Moves Humanoids: Motion Technology
Slide 19: From Today's Industrial & Automotive – To Tomorrow's Physical AI
4 MOTION TECHNOLOGY From Today’s Industrial & Automotive – To Tomorrow’s Physical AI Core Manufacturing Technology Our Product Families Schaeffler’s Humanoid Portfolio & Vertical Integration HOT FORMING COLD FORMING MACHINING HEAT TREATMENT Sustain Motion Energize Motion INJECTION WINDING ASSEMBLY &
Slide 20: Overview of Schaeffler Product Fields
4 MOTION TECHNOLOGY Overview of Schaeffler Product Fields Torque / Position Access Sensors Force Sensors Sensor / UWB 30 – 250 Nm 0.6 – 4 kN Smart Sensors Actuators Micro Tactile Mechanics Controller Strain Waves Quasi Direct Drive Actuators Sensors (HAT, CUP) Gripper Gearboxes High Performance Powe
Slide 21: Motion Technology – For Award-winning Humanoid Actuator Platforms
4 MOTION TECHNOLOGY Motion Technology – For Award-winning Humanoid Actuator Platforms 2026 HERMES AWARD WINNER Sustain Motion Energize Motion All new Humanoid Deep vertical 20% less axial Controllers & Integrated torque rotary actuator integration space and up eMotors shared sensor planned for platf
Slide 22: Relentless Pursuit of Scalability – For Growing Humanoid Volumes
4 MOTION TECHNOLOGY Relentless Pursuit of Scalability – For Growing Humanoid Volumes Strainwave Gearbox XZU Bearing • Higher stiffness vs. traditional cross-roller bearings for ~2 million humanoid actuators • Produced today with many Schaeffler ECPs sold since 2015 machined surfaces Internal Electro
Slide 23: Bringing It All Together: Collaboration
Bringing It All Together: Collaboration
Slide 24: Building Strong OEM Strategic Partnerships – Win-Win
5 COLLABORATION Building Strong OEM Strategic Partnerships – Win-Win Humanoid User • Preferred customer for automation • Data collection and skill development Humanoid System & Component Supplier Neura • Preferred actuator & component supplier • Joint development Plants Supplier Rokae • Broad produc
Slide 25: Schaeffler's Path to Humanoid Leadership
SUMMARY Schaeffler’s Path to Humanoid Leadership 1 Physical AI era has begun – advances in AI, robotics and demographics are accelerating the adoption of humanoid robots 2 Early adoption creates a learning advantage – generate experience by component development & deploying humanoids 3 System unders
Slide 26: Schaeffler
SCHAEFFLER