Goldman Sachs forecasts humanoid robot sales volume to reach 1,000,000 units annually by 2030, a 30x increase from 2025, with Bill of Material costs decreasing by 30% to $33,000. Schaeffler aims for over 10% market share by 2030, leveraging its core components which already comprise at least 50% of a standard humanoid robot's BOM. The company has made strategic investments, including $10 million in Agility Robotics, and formed technology partnerships with Neura Robotics, UBTECH, Leju Robot, and Hexagon/Vindynamics.
Humanoid robotics is entering a commercialization phase with aggressive growth projections, creating a significant component market for established industrial suppliers like Schaeffler.