Schaeffler ranks 10 on the Humanoids 100 with a score of 85; Tuopu Group ranks 27 with 74. Schaeffler is ahead on deployment, progress and technology. Tuopu Group is ahead on commercials. Level on production, positioning, firepower and leverage. Schaeffler is based in Herzogenaurach, Germany, Tuopu Group in Ningbo, China. Schaeffler: Public, founded 1946. Tuopu Group: public. Schaeffler is named in 161 signals and Tuopu Group in 1.
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.
Tuopu sells robot actuators to humanoid robot manufacturers, with dedicated production capacity for robot-equivalent units.
Darker bar: ahead of the other company on that measure.
Tuopu Group is a Chinese top-3 global auto lightweight-chassis maker (SSE:601689) whose robotic-actuator unit (spun off with independent management in 2023) makes integrated rotary and linear actuators, described by supply-chain trackers as the exclusive Optimus rotary-actuator supplier (company confirmation absent, scored with the same skepticism as Sanhua). It is a Daiwa top-3 humanoid supply-chain pick (June 2026, with Minth and Sanhua) and part of the pattern of Chinese auto tier-1s systematically repositioning into robotics via subsidiaries. Revenue is >500m.
1 signals name Tuopu Group.
17 facts on file.
Schaeffler ranks 10 on the Humanoids 100 with a score of 85; Tuopu Group ranks 27 with 74. Schaeffler is ahead on deployment, progress and technology. Tuopu Group is ahead on commercials. Level on production, positioning, firepower and leverage. Schaeffler is based in Herzogenaurach, Germany, Tuopu Group in Ningbo, China. Schaeffler: Public, founded 1946. Tuopu Group: public. Schaeffler is named in 161 signals and Tuopu Group in 1.
Schaeffler ranks 10 on the Humanoids 100 with a score of 85; Tuopu Group ranks 27 with 74. Schaeffler is ahead on deployment, progress and technology. Tuopu Group is ahead on commercials. Level on production, positioning, firepower and leverage. Schaeffler is based in Herzogenaurach, Germany, Tuopu Group in Ningbo, China. Schaeffler: Public, founded 1946. Tuopu Group: public. Schaeffler is named in 161 signals and Tuopu Group in 1. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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