Japan / EU / US · Physical AI

Bearings, Screws & Linear Motion

Humanoids use planetary roller screws and precision bearings in quantity. Roller-screw capacity is small and specialised.

Steel→Bearing / screw→Actuator→Joint

Tightness score ⓘ

#45 of 56

■ Stable

Supply concentration3

Lead time2

Capex intensity3

Geopolitical exposure3

Pricing power3

Lead time

6–9 mo

Theme 1M

−6.8%

% in uptrend

17%

Metric to watch

Roller-screw capacity announcements and robotics revenue at THK/Schaeffler.

What would prove us wrong

Strengthens if humanoid programmes report screw supply as a gating item.

Dependencies

Equal-weight · rebased 100 · 1Y

Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

Stock	Role	Listing	Last	1D	1M	3M	YTD	Off 52w high	Next earnings
6481.T THK	Linear guides and screws	TSE Japan	¥5,727.0	−3.49%	−13.7%	−7.0%	+44.8%	−29.2%	2026-11-13
6471.T NSK	Precision bearings and ball screws	TSE Japan	¥1,002.5	−2.72%	−8.7%	−7.0%	+5.9%	−26.6%	2026-10-29
SKF-B.ST SKF	Bearings and linear motion	Nasdaq Stockholm Sweden	kr 275.2	−1.61%	+4.4%	+4.7%	+15.4%	−1.6%	2026-10-21
SHA0.DE Schaeffler	Bearings and humanoid actuators	XETRA Germany	€5.81	−3.65%	−6.7%	−23.1%	−27.9%	−49.3%	2026-11-03
TKR Timken	Bearings and power transmission	NYSE US	$110.9	−3.42%	−6.8%	−21.6%	+33.0%	−23.5%	2026-11-04
RBC RBC Bearings	Precision bearings	NYSE US	$462.2	−6.76%	−9.1%	−18.9%	+3.1%	−28.8%	2026-10-30

Auto-updated