# Robot Motion Components Servo motors and drives, precision reducers, and linear and rotary actuators. Theme: Robotics (Technology). Page: https://thematiq.io/themes/robotics/robot-motion-components/ ## Key facts - **The market: $14bn** Servo motors and drives, general applications (The Insight Partners, 2024) - **Growth: +4.8%** Servo motors and drives, general applications (growth, a year) (PS Market Research, 2025-2032) - **The build: 3** of the 12 parts in the Robotics Supercycle bill of materials, each traced to the companies that supply it (ThematIQ research) - **The companies: 9** companies worth $49 billion, earning on average 66% of their revenue here (Annual reports and exchange data, 2026-10-28) ## What it holds Listed companies that earn their revenue supplying these parts of the Robotics Supercycle bill of materials, each read from its own reports. | Part | Covers | |---|---| | Servo Motors & Drives | servo motors, motor drives | | Precision Reducers (Industrial) | precision reducers | | Linear & Rotary Actuators | linear actuators, rotary actuators | ## 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 | By listing country: Japan 48%, China 40%, United States 12%. ## The market - Robotics actuators; unclear whether it includes servo motors, drives and reducers: $18bn (2025), Straits Research - Servo motors and drives, general applications: $13bn (2024), IMARC Group - Servo motors and drives, general applications (growth, a year): +3.9% (2025-2033), IMARC Group - Servo motors and drives, general applications: $14bn (2024), PS Market Research - Servo motors and drives, general applications (growth, a year): +4.8% (2025-2032), PS Market Research - Servo motors and drives, general applications: $14bn (2024), The Insight Partners - Servo motors and drives, general applications (growth, a year): +5.8% (2024-2031), The Insight Partners - Servo motors and drives, general applications; possibly more categories: $20bn (2024), Global Market Insights - Servo motors and drives, general applications; possibly more categories (growth, a year): +6.5% (2024-2034), Global Market Insights - Harmonic and RV reducers combined, global: $2.1bn (2024), Faxiang Gongchang - Harmonic and RV reducers combined, global (growth, a year): +6.0% (2024-2031), Faxiang Gongchang - Precise servo reducers: $2.4bn (2024), Wiseguy Reports - Precise servo reducers (growth, a year): +7.0% (2026-2035), Wiseguy Reports - Industrial robot reducers, including planetary, cycloidal, RV and harmonic: $3.8bn (2025), Dataintelo - Industrial robot reducers, including planetary, cycloidal, RV and harmonic (growth, a year): +8.8% (2026-2034), Dataintelo - Linear actuators, all uses: $41bn (2024), Research and Markets - Linear actuators, all uses: $55bn (2024), Kings Research - Linear actuators, all uses (growth, a year): +9.9% (2024-2032), Kings Research - Linear actuators, all uses: $54bn (2024), Polaris Market Research - Linear actuators, all uses (growth, a year): +7.1% (2024-2032), Polaris Market Research - Linear actuators: $9.5bn (2024), Wiseguy Reports - Rotary actuators: $1.9bn (2025), Expert Market Research - Rotary actuators (growth, a year): +5.5% (2026-2035), Expert Market Research - Rotary actuators: $4.4bn (2025), The Insight Partners - Rotary actuators (growth, a year): +6.1% (2026-2034), The Insight Partners - Rotary actuators: $4.0bn (2025), Verified Market Reports Estimates 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. ### 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). ## What it is not - 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 Data as of 2026-10-28. Source: ThematIQ (industry research, company filings, exchange data), ETFIQ (fund counts), and the publishers linked above. Not investment advice.