Servo Motors & Drives

Motors and drives are the muscle of automation, and rely on rare-earth magnets that come mostly from China.

Magnets→Motor→Drive→Axis

Tightness score ⓘ

#41 of 56

■ Stable

Supply concentration3

Lead time2

Capex intensity3

Geopolitical exposure4

Pricing power3

Lead time

3–9 mo

Theme 1M

−6.2%

% in uptrend

Metric to watch

Japan machine-tool and robot orders, and magnet-supply commentary.

What would prove us wrong

Weakens if ferrite or rare-earth-free motors reach parity in robots.

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
6506.T Yaskawa Electric	Servos, drives and industrial robots	TSE Japan	¥3,824.0	−1.57%	−21.0%	−26.8%	−18.5%	−49.7%	2026-10-09
6954.T Fanuc	Industrial robots and CNC	TSE Japan	¥5,521.0	−2.63%	−10.8%	−14.5%	−7.2%	−33.7%	2026-10-23
6503.T Mitsubishi Electric	Factory automation and servos	TSE Japan	¥4,968.0	+1.04%	−4.0%	−14.2%	+9.6%	−23.8%	2026-10-30
6594.T Nidec	Motors and actuators	TSE Japan	¥1,788.0	−0.33%	−4.7%	−34.1%	−16.1%	−38.3%	—
300124.SZ Shenzhen Inovance	Chinese servo and automation leader	SZSE China	¥53.11	−3.61%	+7.7%	−17.8%	−29.0%	−33.9%	—
ROK Rockwell Automation	Industrial automation and controls	NYSE US	$404.2	−0.49%	−4.5%	−9.8%	+4.9%	−18.1%	2027-02-04

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