Servo Motors & Drives

Motors and drives are the muscle of automation, and rely on rare-earth magnets that come mostly from China.

Magnets→Motor→Drive→Axis

Tightness score ⓘ

#41 of 56

■ Stable

Supply concentration3

Lead time2

Capex intensity3

Geopolitical exposure4

Pricing power3

Lead time

3–9 mo

Theme 1M

−8.1%

% in uptrend

33%

Metric to watch

Japan machine-tool and robot orders, and magnet-supply commentary.

What would prove us wrong

Weakens if ferrite or rare-earth-free motors reach parity in robots.

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
6506.T Yaskawa Electric	Servos, drives and industrial robots	TSE Japan	¥3,992.0	−4.02%	−13.8%	−15.4%	−14.9%	−47.5%	2026-10-09
6954.T Fanuc	Industrial robots and CNC	TSE Japan	¥5,704.0	−1.57%	−4.0%	−9.4%	−4.2%	−31.5%	2026-10-23
6503.T Mitsubishi Electric	Factory automation and servos	TSE Japan	¥4,640.0	−4.15%	−10.8%	−12.3%	+2.4%	−28.9%	2026-10-30
6594.T Nidec	Motors and actuators	TSE Japan	¥1,801.0	−3.43%	−23.5%	−29.8%	−15.5%	−37.9%	—
300124.SZ Shenzhen Inovance	Chinese servo and automation leader	SZSE China	¥55.39	−2.45%	+5.1%	−6.9%	−26.0%	−31.1%	—
ROK Rockwell Automation	Industrial automation and controls	NYSE US	$436.2	−3.37%	−1.4%	−9.0%	+13.2%	−11.6%	2026-11-05

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