What it holds
Robot Motion Components follows the money through the Robotics bill of materials: the parts it takes to build it, and the companies that earn their revenue supplying them. Each company is read from its own reports, so a holding reflects what it actually sells into the theme, not what it says about it.
| Part | What it covers |
|---|---|
| Servo Motors & Drives | servo motors, motor drives |
| Precision Reducers (Industrial) | precision reducers |
| Linear & Rotary Actuators | linear actuators, rotary actuators |
How it breaks down
- Japan48%
- China40%
- United States12%
- Large cap ($10bn to $200bn)12%
- Mid cap ($2bn to $10bn)64%
- Small cap (under $2bn)24%
Shares of the strategy as of the data date.
Largest companies
| Company | Listing | Market value |
|---|---|---|
| Thk Co.,Ltd. | 6481.T | $4 billion |
| Allient | ALNT.XNAS | $2 billion |
| Jiangsu Hengli Hydraulic | 601100.SHG | $18 billion |
| Harmonic Drive Systems | 6324.T | $3 billion |
| Sanyo Denki Co.,Ltd. | 6516.T | $1 billion |
| YASKAWA Electric | 6506.T | $7 billion |
| China Leadshine Technology | 002979.SHE | $3 billion |
| Leader Harmonious Drive Systems | 688017.SHG | $8 billion |
| Henzhen Zhaowei Machinery And Elect | 003021.SHE | $4 billion |
The market
Industrial robot reducers, including planetary, cycloidal, RV and harmonic
Dataintelo, 2025Servo motors and drives, general applications
IMARC Group, 2024Robotics actuators; unclear whether it includes servo motors, drives and reducers
Straits Research, 2025Linear actuators, all uses
Research and Markets, 2024Estimates differ mainly by scope: the servo and linear actuator figures vary with the categories counted and are not robot-specific, and the 2025 rotary actuator size runs from USD 1.94 billion to 4.37 billion, probably from differing actuator types. The Technavio figure is an increment rather than a total market size, so I left it out, and the Straits Research scope is unclear, so I rated it broader.
All 26 published estimates, with sources
| What it measures | Figure | Year | Source |
|---|---|---|---|
| Industrial robot reducers, including planetary, cycloidal, RV and harmonic (growth, a year) | +8.8% | 2026-2034 | Dataintelo |
| Industrial robot reducers, including planetary, cycloidal, RV and harmonic | $3.8bn | 2025 | Dataintelo |
| Servo motors and drives, general applications (growth, a year) | +3.9% | 2025-2033 | IMARC Group |
| Servo motors and drives, general applications (growth, a year) | +4.8% | 2025-2032 | PS Market Research |
| Servo motors and drives, general applications (growth, a year) | +5.8% | 2024-2031 | The Insight Partners |
| Servo motors and drives, general applications | $13bn | 2024 | IMARC Group |
| Servo motors and drives, general applications | $14bn | 2024 | PS Market Research |
| Servo motors and drives, general applications | $14bn | 2024 | The Insight Partners |
| Servo motors and drives, general applications; possibly more categories (growth, a year) | +6.5% | 2024-2034 | Global Market Insights |
| Servo motors and drives, general applications; possibly more categories | $20bn | 2024 | Global Market Insights |
| Linear actuators | $9.5bn | 2024 | Wiseguy Reports |
| Linear actuators, all uses (growth, a year) | +9.9% | 2024-2032 | Kings Research |
| Linear actuators, all uses (growth, a year) | +7.1% | 2024-2032 | Polaris Market Research |
| Linear actuators, all uses | $41bn | 2024 | Research and Markets |
| Linear actuators, all uses | $55bn | 2024 | Kings Research |
| Linear actuators, all uses | $54bn | 2024 | Polaris Market Research |
| Robotics actuators; unclear whether it includes servo motors, drives and reducers | $18bn | 2025 | Straits Research |
| Harmonic and RV reducers combined, global (growth, a year) | +6.0% | 2024-2031 | Faxiang Gongchang |
| Harmonic and RV reducers combined, global | $2.1bn | 2024 | Faxiang Gongchang |
| Precise servo reducers (growth, a year) | +7.0% | 2026-2035 | Wiseguy Reports |
| Precise servo reducers | $2.4bn | 2024 | Wiseguy Reports |
| Rotary actuators (growth, a year) | +5.5% | 2026-2035 | Expert Market Research |
| Rotary actuators (growth, a year) | +6.1% | 2026-2034 | The Insight Partners |
| Rotary actuators | $1.9bn | 2025 | Expert Market Research |
| Rotary actuators | $4.4bn | 2025 | The Insight Partners |
| Rotary actuators | $4.0bn | 2025 | Verified Market Reports |
Questions
- What is Robot Motion Components?
- Servo motors and drives, precision reducers, and linear and rotary actuators.
- What does Robot Motion Components hold?
- Listed companies that earn their revenue from the parts it takes to build Robotics Supercycle: Servo Motors & Drives, Precision Reducers (Industrial), Linear & Rotary Actuators. 9 companies as of 2026-10-28.
- What is not in Robot Motion Components?
- Integrated servo joint modules for industrial arms: Servo Motors & Drives, not Precision Reducers (Industrial) or Linear & Rotary Actuators; humanoid joint modules stay in Humanoid Reducers & Joints Standalone harmonic, strain-wave and cycloidal reducers: Precision Reducers (Industrial), not Humanoid Reducers & Joints; Humanoid Reducers & Joints holds only integrated joint modules Packaged rotary and linear Linear & Rotary Actuators: Linear & Rotary Actuators, not Servo Motors & Drives; motors and drives sold alone stay in Servo Motors & Drives
- How large is the Robot Motion Components market?
- About 14.4 USD billion (2024), the middle of independent estimates that agree (for example The Insight Partners).
Sources
Every part of the bill of materials is researched from published industry sources, and every company from its own annual reports and exchange data. Nothing is estimated that cannot be sourced.
Industry research: advisor.morganstanley.com/john.howard/documents/field/j/jo/j · baike.baidu.com/en/item/Reducer/4736336 · eu.36kr.com/en/p/3780414717129481 · humanoid.guide/humanoid-joint-actuator-cost/ · institute.bankofamerica.com/content/dam/transformation/human · institute.bankofamerica.com/content/dam/transformation/physi · thundersaidenergy.com/downloads/servo-motors-cost-calculator · evsint.com/industrial-robot-reducers-harmonic-cycloidal-rv-c · fortunebusinessinsights.com/industry-reports/industrial-auto · knowledge-sourcing.com/report/linear-motion-system-market · nimotion.com/news/detail/humanoid-robot-bom-cost-breakdown-2 · researchandmarkets.com/reports/5741648/servo-motors-drives-m · researchinchina.com/Htmls/Report/2020/54658.html · robotichina.com/humanoid-robot-bom-cost-breakdown.html · tallsgear.com/en/21%E4%B8%96%E7%BA%AA%E7%9A%84%E6%99%BA%E8%8 · xenospectrum.com/en/humanoid-robot-bom-actuator-cost/ · zanerobotics.substack.com/p/beyond-competitive-benchmarking-
What it is not
Where an item could belong to two parts, these rules decide which owns it; items outside every part are not counted.
- Integrated servo joint modules for industrial arms: Servo Motors & Drives, not Precision Reducers (Industrial) or Linear & Rotary Actuators; humanoid joint modules stay in Humanoid Reducers & Joints
- Standalone harmonic, strain-wave and cycloidal reducers: Precision Reducers (Industrial), not Humanoid Reducers & Joints; Humanoid Reducers & Joints holds only integrated joint modules
- Packaged rotary and linear Linear & Rotary Actuators: Linear & Rotary Actuators, not Servo Motors & Drives; motors and drives sold alone stay in Servo Motors & Drives
- Ball screws, roller screws and linear guides: Linear & Rotary Actuators, not Humanoid Reducers & Joints or Precision Reducers (Industrial)
- Servo and motor drives, including from PLC vendors: Servo Motors & Drives, not Controllers, PLCs & Factory Auto
- Magnets, cabling and specialty materials sold separately: Connectors, Power & Materials, not Servo Motors & Drives; magnets inside a finished motor stay in Servo Motors & Drives
Not investment advice. Figures are dated and sourced; ThematIQ does not estimate figures it cannot source.