5G·

Schaeffler: When motion becomes intelligence

👋 Hello dear Getquin community,


Today I would like to introduce you to $SHA0 (-2,39%) 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 (-4,91%) Accenture, $NVDA (-6,14%) NVIDIA and $MSFT (-3,3%) 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.

attachment

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

9
14 Commenti

immagine del profilo
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.
3
Mostra la risposta
immagine del profilo
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
1
immagine del profilo
@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?
immagine del profilo
@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
1
immagine del profilo
@EpsEra
Somehow it is still going upwards

The €6.50 will be exciting
1
immagine del profilo
@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. 📈
1
immagine del profilo
Good morning my dear,
Here is an exciting report. Especially the lower part, about the potential.

https://stock3.com/news/paukenschlag-deutschlands-hersteller-humanoider-roboter-16706116
1
immagine del profilo
Good morning, thanks for the exciting report. Of course I already know it 😉 I'm also about to post The Humanoid 66 report here.
1
immagine del profilo
@EpsEra
Meno, I can't present anything to you that you don't already know 😂.
Your expertise in this sector is unbeatable
1
immagine del profilo
@Tenbagger2024
Thank you for the kind words 😊 But your expertise is not lacking either! There are definitely topics where you always positively surprise me. It's really great that we complement and inspire each other so well in this area 🙌
1
immagine del profilo
@EpsEra
I also find today's Otto Bock IPO exciting. What is your opinion here?
1
immagine del profilo
@Tenbagger2024
I also find this a very exciting field, unfortunately also for a serious reason. Due to the many conflicts worldwide and the increasing number of injured people, the demand for modern medical technology and prostheses will continue to grow. Sadly, but realistically speaking, this is a market with great potential for the future.
1
immagine del profilo
Partecipa alla conversazione