AAC Technologies vs Schaeffler: Actuation compared

November 2026 edition · assessment by Frontier Tech Intelligence

Schaeffler ranks 10 on the Humanoids 100 with a score of 85; AAC Technologies ranks 62 with 62. Schaeffler is ahead on deployment, commercials, progress, technology, positioning, firepower and leverage. Level on production. AAC Technologies is based in Shenzhen, China, Schaeffler in Herzogenaurach, Germany. Schaeffler: Public, founded 1946. AAC Technologies is named in 1 signals and Schaeffler in 161.

AAC Technologies →

Shenzhen, Guangdong, China · Humanoids · Components / Actuation · aactechnologies.com

AAC Technologies, an acoustics and haptics supplier, is applying its precision motors, actuators and miniaturized sensing to robot components.

Humanoids 100 · rank 62 · score 62Robotics · prospect · score 33

Scores, Humanoids (of 10)

Deployment4
Production8
Commercials4
Progress7
Technology6
Positioning6
Firepower8
Leverage6

Darker bar: ahead of the other company on that measure.

Positioning

AAC Technologies is a Chinese precision micro-motor and haptic-actuator maker (HKEX:2018, from a smartphone base) positioning its miniature-actuation expertise toward robot joints and dexterous-hand micro-joints, plus acoustics for human-robot interaction. Its relevance is structural (the same basis as Sunny Optical), but no dated humanoid win was found this pass (verified-light). The current group revenue marker is dated.

Latest signals

  • AAC Technologies and Intel formed a liquid-cooling ecosystem partnership.Yicai

1 signals name AAC Technologies.

Facts, with sources

  • AAC said its D21 dexterous hand linkage design won first orders from a leading global AI commercial service robot maker, and some robot motor projects are in mass production.m.gelonghui.com
  • AAC management guided 2027 revenue of RMB300-500m from humanoid motors, structural parts and sensors, plus RMB100-200m from small and desktop robots.m.gelonghui.com
  • AAC H1 2026 revenue rose 8.9% to RMB14.51bn and net profit 2.9% to RMB901m, with gross margin at 22.4%.stock.10jqka.com.cn

17 facts on file.

Schaeffler →

Herzogenaurach, Bavaria, Germany · Humanoids · Components / Actuation · Public · founded 1946 · www.schaeffler.com

Schaeffler supplies actuator systems and motion-technology components for humanoid robots, including formed strain-wave gearboxes intended for humanoid joints.

Humanoids 100 · rank 10 · score 85Robotics · watchlist · score 65Space · watchlist · score 61

Scores, Humanoids (of 10)

Deployment9
Production8
Commercials5
Progress10
Technology8
Positioning8
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Schaeffler is a German motion-technology group (>EUR 22B) taking the most hedged position in the humanoid vertical, playing four roles at once: supplier to ~45 humanoid OEM programs (with first meaningful contracts secured, including a five-year Tier-1 actuator deal with Humanoid UK), buyer committed to two four-digit fleets (>=1,000 Hexagon AEON by 2032 and a four-digit Humanoid Alpha rollout, first units in German plants by end-2026), investor (a Neura Series C participant), and an Agility Digit customer. Mass production of humanoid components launches before end-2026, its component set spanning bearings, roller screws, reducers, motors, sensors, and actuators. Robotics is <1% of 2025 sales, yet the Schaeffler Effect has re-rated its stock as a humanoid proxy, with the CEO targeting an order book in the hundreds of millions of euros by 2030.

Latest signals

  • ROKAE delivered its 10,000th humanoid force-controlled arm.RoboticsTomorrow
  • ROKAE robots have been deployed at Schaeffler’s flagship factory in China.PR Newswire, all releases
  • Five ROKAE Helios wheeled humanoids operate on Schaeffler’s Taicang component line.Humanoids Daily

161 signals name Schaeffler.

Facts, with sources

  • Binding phased agreement to integrate robots into live manufacturing operations, with first systems going live in Germany by end-2026The Robot Report
  • Schaeffler and Hexagon Robotics expect AEON factory deployments to begin within six months of traininghumanoid.guide
  • Hexagon Robotics' AEON humanoid entered Schaeffler's Humanoid Gym for factory-task traininghumanoid.guide

125 facts on file.

More comparisons

Questions this page answers

AAC Technologies or Schaeffler: which is ahead in humanoids?

Schaeffler ranks 10 on the Humanoids 100 with a score of 85; AAC Technologies ranks 62 with 62. Schaeffler is ahead on deployment, commercials, progress, technology, positioning, firepower and leverage. Level on production. AAC Technologies is based in Shenzhen, China, Schaeffler in Herzogenaurach, Germany. Schaeffler: Public, founded 1946. AAC Technologies is named in 1 signals and Schaeffler in 161.

How do AAC Technologies and Schaeffler compare?

Schaeffler ranks 10 on the Humanoids 100 with a score of 85; AAC Technologies ranks 62 with 62. Schaeffler is ahead on deployment, commercials, progress, technology, positioning, firepower and leverage. Level on production. AAC Technologies is based in Shenzhen, China, Schaeffler in Herzogenaurach, Germany. Schaeffler: Public, founded 1946. AAC Technologies is named in 1 signals and Schaeffler in 161. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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