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Schaeffler Sets 2035 Target to Curb Auto Reliance With Push Into Robots, Defense and Aerospace

Early robot orders, a Munich-based defense unit plus China‑free magnet sourcing plans signal the shift.

Overview

  • CEO Klaus Rosenfeld set a goal for 10% of revenue to come from new fields by 2035, equal to about €3 billion of a projected €30 billion.
  • The company reports strong traction in humanoid robotics with more than 28 prototype orders drawing on its precision mechanics and actuator expertise.
  • Schaeffler supplies small, high‑performance electric motors to drone maker Helsing as a flagship example of defense‑relevant capabilities.
  • A dedicated legal entity for the defense business has been established in Munich with the management team now being assembled.
  • Automotive remains the cash engine, with combustion‑engine components and aftermarket repair still in demand, as the group advances e‑mobility after its Vitesco merger to roughly €24 billion in sales and 110,000 employees.