01 · ACTUATION
Schaeffler
SHA·XETRA
CHOKEPOINT LENS
LAYER01 · Actuation
CHOKECONCENTRATED
CHINACHINA-INSULATED · STEEL bezel
ACCESSIBLEYes · US/EU-listed, normal retail access
NODERoller screws (Ewellix) + bearings
DOSSIER
ROLE
German bearings-and-motion giant; owns Ewellix, one of the handful of qualified planetary roller-screw makers on earth.
CHOKE POSITION
The accessible Western proxy for the roller-screw chokepoint — the most expensive single part in a humanoid ($1,350–$2,700 today), which Optimus uses at ~14 per robot.
Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.
PERFORMANCE
No market data available for this instrument.
INTELLIGENCE FILES
ADJACENT INSTRUMENTS
Wuzhou Xinchun (五洲新春)603667·SSEReverse planetary roller screws · CONCENTRATED
Beite Technology (北特科技)603009·SSEPlanetary roller screws · CONCENTRATED
Hangzhou XJ / Xinjian Transmission (新剑传动)PRIVATEPlanetary roller screws · CONCENTRATED
Tuopu Group (拓普集团)601689·SSEActuator modules/integration · COMPETITIVE
Sanhua Intelligent Controls (三花智控)002050·SZSEActuator modules · COMPETITIVE
NOTES
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Market intelligence, not financial advice.