Schaeffler (SHA0) GS APAC Robotics conference presentation summary

Strategic positioning and business diversification

• Four core divisions plus a '5th Division' focused on new business, including humanoid robotics.

• Pursuing growth in both automotive and non-automotive sectors, leveraging expertise in motion technology.

• Aims to be a top player in powertrain, bearings, and vehicle lifetime solutions.

• Focused on maximizing value creation and profitability through innovation and market leadership.

Humanoid market outlook and ambitions

• Humanoid sales expected to multiply by 30 times by 2030, with material costs declining by 30%.

• Strategic ambition to achieve over 10% market share in humanoids by 2030.

• Humanoid business seen as a key driver for portfolio diversification and new growth.

Integrated value proposition for humanoids

• Offers a comprehensive motion portfolio for humanoids, including bearings, joints, drives, sensors, and actuators.

• Provides cradle-to-grave support with diagnostics, training, and predictive maintenance.

• Deploying humanoids in over 100 global plants to drive operational improvements.