Schaeffler ranks 10 on the Humanoids 100 with a score of 85; Hyundai Mobis ranks 26 with 75. Schaeffler is ahead on deployment, commercials and progress. Level on production, technology, positioning, firepower and leverage. Hyundai Mobis is based in Seoul, South Korea, Schaeffler in Herzogenaurach, Germany. Hyundai Mobis: Public, founded 1977. Schaeffler: Public, founded 1946. Hyundai Mobis is named in 8 signals and Schaeffler in 161.
Hyundai Mobis is supplying actuators for Boston Dynamics’ next-generation Atlas humanoid and has launched new actuators specifically for robot applications.
Darker bar: ahead of the other company on that measure.
Hyundai Mobis is a KRX-listed Hyundai-group automotive tier-1 entering humanoid actuation, having agreed at CES 2026 to supply actuators for Boston Dynamics' next-generation Atlas, its first robotics customer. It is the Korean answer to Schaeffler, leveraging its automotive actuator design and mass-production base to supply the joints for Hyundai Motor Group's plan to deploy tens of thousands of robots (part of a $26B US investment); by its own framing, actuators are more than 60% of humanoid material cost. Robotics revenue is not broken out.
8 signals name Hyundai Mobis.
17 facts on file.
Schaeffler supplies actuator systems and motion-technology components for humanoid robots, including formed strain-wave gearboxes intended for humanoid joints.
Darker bar: ahead of the other company on that measure.
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.
161 signals name Schaeffler.
125 facts on file.
Schaeffler ranks 10 on the Humanoids 100 with a score of 85; Hyundai Mobis ranks 26 with 75. Schaeffler is ahead on deployment, commercials and progress. Level on production, technology, positioning, firepower and leverage. Hyundai Mobis is based in Seoul, South Korea, Schaeffler in Herzogenaurach, Germany. Hyundai Mobis: Public, founded 1977. Schaeffler: Public, founded 1946. Hyundai Mobis is named in 8 signals and Schaeffler in 161.
Schaeffler ranks 10 on the Humanoids 100 with a score of 85; Hyundai Mobis ranks 26 with 75. Schaeffler is ahead on deployment, commercials and progress. Level on production, technology, positioning, firepower and leverage. Hyundai Mobis is based in Seoul, South Korea, Schaeffler in Herzogenaurach, Germany. Hyundai Mobis: Public, founded 1977. Schaeffler: Public, founded 1946. Hyundai Mobis is named in 8 signals and Schaeffler in 161. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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