Serenity: Schaeffler has partnered with approximately 45 humanoid robot companies, theoretically covering about 50% of the BOM cost for humanoid robots

Odaily reported that Serenity stated on the X platform that Schaeffler AG is an "ideal example" of the current automotive industry's entry into the humanoid robot赛道. The company has a market value of approximately 7.5 billion euros and has already partnered with about 45 humanoid robot companies. Its business covers core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, theoretically accounting for roughly 50% of the BOM cost for humanoid robots. Despite its potential for high penetration, the company currently only expects to achieve revenue in the hundreds of millions of euros by 2030.