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

−6.9%

% 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	¥5,522.0	−0.88%	−11.4%	−21.8%	+39.6%	−31.8%	2026-11-13
6471.T NSK	Precision bearings and ball screws	TSE Japan	¥995.6	+0.69%	−7.9%	−10.8%	+5.2%	−27.1%	2026-10-29
SKF-B.ST SKF	Bearings and linear motion	Nasdaq Stockholm Sweden	kr 275.4	+2.19%	+2.6%	+9.1%	+15.5%	−0.3%	2026-10-21
SHA0.DE Schaeffler	Bearings and humanoid actuators	XETRA Germany	€5.69	+5.57%	−14.2%	−26.1%	−29.4%	−50.4%	2026-11-03
TKR Timken	Bearings and power transmission	NYSE US	$111.6	+2.05%	−5.0%	−20.1%	+33.8%	−23.0%	2026-11-04
RBC RBC Bearings	Precision bearings	NYSE US	$478.4	+1.35%	−5.5%	−17.0%	+6.7%	−26.3%	2026-10-30

Auto-updated