Serenity: Schaeffler AG is a key beneficiary in the humanoid robot sector

Serenity's analysis believes that Schaeffler AG is an ideal model for the automotive industry entering the humanoid robot sector. The company has a market capitalization 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/ECUs, actuators, and power electronics, theoretically accounting for about 50% of the BOM cost for humanoid robots. Schaeffler AG expects to achieve hundreds of millions of euros in revenue by 2030.