Overview
- Schaeffler’s CEO declared the supplier will be a company with a defense business, positioning the move as a strategic expansion beyond its traditional automotive and industrial focus.
- Schaeffler and Helsing signed a cooperation to expand drone production, with Schaeffler contributing electronics manufacturing expertise and supply-chain resilience to scale output.
- Klaus Rosenfeld said defense revenue stands near €100 million and suggested it could reach about €1 billion within five years, framing the figure as an achievable scenario rather than a fixed target.
- Helsing aims to produce 10,000 to 20,000 drones next year and says capacity could reach up to 100,000 in an emergency, with auto suppliers like Schaeffler tapped to help mass-produce.
- Beyond defense, Schaeffler partnered with Nuera Robotics to supply key components for humanoid robots and deploy them in its plants, while targeting 10% of group revenue from new businesses by 2035 and keeping the core business predominant after earlier European job cuts.