2D·

Schaeffler: When motion becomes intelligence

👋 Hello dear Getquin community,


Today I would like to introduce you to $SHA0 (+2.27%) Schaeffler AG, a traditional German company that is no longer just an automotive supplier, but is increasingly positioning itself as an innovator in the field of robotics and intelligent motion systems. It is particularly exciting to see how Schaeffler is now applying its decades of experience in precision mechanics, drive technology and sensor technology to the development of components for humanoid robots and gripping systems.

Schaeffler presented its Humanoid Technology Exhibit for the first time at CES 2025, where it showed how the company aims to enable motion, power transmission and control in humanoid systems. In cooperation with partners such as $ACN (+0.46%) Accenture, $NVDA (+2.25%) NVIDIA and $MSFT (+0.41%) Microsoft, Schaeffler is working on solutions that will bring robotics and artificial intelligence together in industrial production.

A look at the patent databases shows that Schaeffler has conducted targeted research into robotics in recent years.


Hand gesture control for robot systems: Technologies with which robots can be trained or controlled by human movements.

Elastic gears and drive systems: Central components for precise movements in joints and arms, which are also used in gripping systems.

Joint modules and linear drives: Components that combine force, movement and stability and thus form the basis for future humanoid applications.

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Schaeffler is also increasingly expanding its business. As already @Tenbagger2024 reported a few weeks ago, the company is now also active in the defense industry, where it is positioning itself as a supplier of state-of-the-art drive technology and precision components. In the course of the European defense initiatives, in which around 800 billion euros are to flow into the defense industry in the coming years, Schaeffler could also benefit here.

This makes it clear that Schaeffler is repositioning itself with all its might. The company combines tradition with technological innovation and is now much more broadly positioned than just a few years ago. https://getqu.in/Kv6XgX/


My conclusion: Schaeffler is developing from a traditional supplier into an enabler of the robotics industry and at the same time into a serious player in defense technology. The combination of mechanics, electronics and software opens up new opportunities, not only for the automotive world, but also for the next generation of humanoid robots and industrial applications.


What do you think, will Schaeffler become one of the central players between robotics and the defense industry in the coming years or will the focus remain more on traditional industries?


Sources/image/own research

https://www.youtube.com/watch?v=dx1qLCeKWGA


https://www.schaeffler.com/en/media/press-releases/press-releases-detail.jsp?id=88086592&utm_source=chatgpt.com


https://www.schaeffler.us/us/news_media/press_releases/press_releases_detail.jsp?id=88068864&utm_source=chatgpt.com


https://newsroom.accenture.com/news/2025/accenture-and-schaeffler-pave-the-way-for-industrial-humanoid-robots-with-nvidia-and-microsoft-technologies?utm_source=chatgpt.com


https://www.schaeffler.com/de/medien/mediathek/videos/downloadcenter_global_videos/?videoid=88019521&pvideoid=88019522&tab=mediathek-vid&subfilter=app:dc

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7 Comments

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Thank you for the detailed presentation. Not an investment case for me. The core business doesn't interest me in the slightest and it will take too long for the transformation into a Robotix company to bear fruit, if at all.
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@Multibagger
Thank you, Chris, for your honest feedback. 😊
Sure, completely understandable. Everyone should only invest in what they really believe in. I know that you're more of a risk-taker and don't necessarily follow the classic buy-and-hold strategy. At the end of the day, what counts is that your strategy fits your personality, and you do that consistently. 💪
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My dear,
Thank you for the great article.
I've had my eye on Schäffler ever since the flying car.
I'm just a bit annoyed that I didn't get in.

https://www.infranken.de/lk/erlangenhoechstadt/auto-shanghai-2025-schaeffler-vitesco-e-mobility-flugautoantriebe-innovation-luftmobilitaetsloesungen-art-6207702
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@Tenbagger2024
Thank you for your feedback. 😊
I'm not quite sure from your comment whether you've already invested or are still thinking about it. If you haven't invested yet, what's currently stopping you?
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@EpsEra
Unfortunately I'm not in it. Unfortunately it's already run very well, I don't like looking at the rear lights on the train
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@EpsEra
Somehow it is still going upwards

The €6.50 will be exciting
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@Tenbagger2024
Yes, I'm also observing that in my portfolio 😊 Things are going really well at the moment. The momentum and the overall narrative are clearly in Schäffler's favor at the moment. I also looked at the EUR 6.50 mark on the chart, which was last reached in February 2024. There should definitely be resistance there. I could imagine the share correcting slightly downwards in the short term, but it will be exciting to see whether it can hold or even break through this area. Then, of course, a lot would be possible again on the upside. 📈
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