Skip to research
stock3dby Fynca
Explore in 3D

COMPANY RESEARCH / 6594.T

Nidec

Motors, reducers & drive systems

Published by FyncaResearch checked How we research

HUMANOID ROBOT

Where it fits in the robot

Combines motor manufacturing with FLEXWAVE strain-wave reducers designed for compact humanoid motion. Its portfolio also covers thermal management.

What the evidence establishes

Humanoid evidence

Nidec documents motors and FLEXWAVE strain-wave reducers, and separately ABLE planetary gearboxes. Match each gear architecture to its actual product; do not treat all reducers as planetary.

An explicit humanoid product, development program, application, or partnership. This does not establish revenue, market share, or production volumes.

Component roleMotors, reducers & drive systems
EvidenceNidec documents motors and FLEXWAVE strain-wave reducers, and separately ABLE planetary gearboxes. Match each gear architecture to its actual product; do not treat all reducers as planetary.
Primary sourceNidec — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Broad motor exposure across many industries; relevance does not imply a supply contract with every robot maker.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Housing & mounting flange

A rigid enclosure locates the motor and transfers heat and mechanical loads into the robot link.

Scope of the company links: Integrated actuator developers; a housing is part of the system. These are not verified standalone casting suppliers.

Stator & copper windings

Sequenced phase currents in stationary windings create a rotating magnetic field. Winding geometry, current and cooling affect torque and heating.

Scope of the company links: Motor suppliers integrate windings and stators. This does not imply that they sell copper wire or isolated stator laminations.

Permanent-magnet rotor

The rotor magnets interact with the stator field to produce torque on the motor shaft. The transmission connects this input to the joint output.

Scope of the company links: Permanent-magnet motor products, rather than raw magnet or rare-earth suppliers.

Reduction stage

Reduction trades speed for torque, with power lost to friction and other losses. This example is planetary; humanoids also use strain-wave, cycloidal and other transmissions.

Scope of the company links: Planetary product families include Schaeffler’s disclosed two-stage humanoid actuator, Nidec ABLE and Zhaowei miniature drives. Their designs differ from this illustration. Strain-wave and cycloidal suppliers appear in the broader Joints & gears sector.

Internal ring gear

In this configuration, the outer ring is fixed to the housing. Its inward-facing teeth mesh with the planets and transmit reaction torque.

Scope of the company links: These companies make complete planetary reducers incorporating ring gears; standalone ring-gear supply is not established.

Input sun gear

The motor turns this central gear. It drives the three planet gears that mesh with the fixed ring.

Scope of the company links: Planetary gearbox integration, including the central sun gear. Strain-wave products do not use this mechanism.

Planet gears & pins

Planets spin on carrier pins while orbiting the sun, distributing load across several meshes. With the ring fixed, the ideal reduction ratio is 1 + ring teeth / sun teeth.

Scope of the company links: A planetary reducer product match. This is not a claim of standalone planet-gear or pin supply.

Output carrier

The carrier supports the planet pins and delivers the slower, higher-torque rotation to the robot link.

Scope of the company links: Complete planetary transmission integration, rather than a verified standalone carrier contract.

AI SERVER RACK

Where it fits in an AI server rack

Its H1 FY2025 financial statements summary (Nov 14, 2025) cites water-cooling modules among its products for AI data centers in Small Precision Motors, which also makes fan motors; its product pages describe liquid-to-liquid, liquid-to-air and closed-loop CDUs for data centers, with coolant distribution manifolds and in-house quick couplings, plus server fans, heat sinks, heat pipes and vapor chambers. NVIDIA named Nidec among its Blackwell partners (Oct 2024).

What the evidence establishes

AI-rack evidence

Disclosed: Nidec’s Nov 2025 financial statements summary cites water-cooling modules for AI data centers, and its product pages describe data-center CDUs, fans and heat sinks.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component roleData-center CDUs, server fans and heat sinks
EvidenceDisclosed: Nidec’s Nov 2025 financial statements summary cites water-cooling modules for AI data centers, and its product pages describe data-center CDUs, fans and heat sinks.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceNidec — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

No AI-cooling revenue or customer is disclosed. A Third-Party Committee reported inappropriate accounting across multiple years (final report Apr 17, 2026); the shares were designated a Security on Special Alert, the H1 FY2025 review carried an auditor disclaimer, and the newest results on its IR site were for H1 FY2025 (checked Sept 24, 2026).

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Rack manifolds

Vertical supply and return pipes at the back of the rack that distribute cool liquid to every tray and collect the warm liquid.

Scope of the company links: Kaori Thermal’s MGX and Vera Rubin rack manifolds are marketed as compliant with NVIDIA’s NVL72 reference designs, and nVent’s manifolds are part of the GB200 NVL72 reference architecture it defined with NVIDIA. Auras (rack, AI and internal manifolds), AVC (manifold systems), Envicool, Delta, Motivair by Schneider Electric (in-rack manifolds), CoolIT (Ecolab), JetCool (Flex), Nidec (coolant distribution manifolds) and Forcecon (catalog) also document manifolds. NVIDIA’s GB200 NVL72 design uses a blind-mate liquid-cooling manifold (NVIDIA, Oct 2024); which supplier builds it for a given rack is not disclosed. Eaton (Boyd Thermal), Supermicro and Luxshare also list rack manifolds for liquid-cooled AI racks.

Coolant distribution unit

Pumps, a heat exchanger, filters and controls that circulate the rack’s clean coolant and pass its heat to the building’s water loop.

Scope of the company links: In-rack CDUs like the illustrated one sit at the bottom of the rack: Kaori (4U in-rack CDU), Auras, SUNON (in-rack RPU/CDU, mass-production ready in 1H 2026), JetCool (Flex; SmartSense rack-mounted CDU), Envicool (rack CDU validated by Intel) and Forcecon (80 kW, catalog). Row- and facility-scale CDUs serve many racks: nVent (in its GB200 NVL72 reference architecture with NVIDIA), Delta (40–144 kW liquid-to-air; 1.5 MW liquid-to-liquid), Motivair by Schneider Electric (MCDU-70 in the Schneider–AMD Helios reference design; WCDU up to 3.5 MW), CoolIT (Ecolab), Vertiv (Liebert XDU), AVC, Nidec, Modine’s Airedale (400 kW–2 MW+) and Lite-On (a 600 kW in-row CDU announced in 2024). Sanyo Denki supplies a liquid-cooling pump, a CDU component rather than a CDU. LiquidStack is private. Eaton’s Boyd Thermal markets CDUs for GB200 NVL72 deployments, Supermicro’s GB300 NVL72 rack carries its own in-rack CDU of up to 250 kW, and Luxshare lists CDUs.

Fan modules

High-speed fans in power shelves, switch trays and other air-cooled parts that pull air front to back through the rack.

Scope of the company links: SUNON reports AI-server revenue at 22.6% of 1Q26 sales and sells server fans and AI fan walls; Delta’s 2025 annual report describes fans for air- and liquid-cooled AI servers and hot-swap rack fans; AVC makes server fans; Sanyo Denki developed a counter-rotating fan for generative-AI GPU servers; Nidec markets server and data-center fans. Which fan maker supplies a given NVL72 tray or power shelf is not disclosed, and private fan makers are not mapped.

Air heat sinks

Finned heat sinks and vapor chambers on network chips, power parts and other components that are not on cold plates.

Scope of the company links: Heat sinks, heat pipes and (3D) vapor chambers for servers: AVC, Delta (two-phase vapor-chamber heat sinks for AI GPU/ASIC chips and power racks), Auras (heat-pipe, vapor-chamber and 3D-VC modules), SUNON, Nidec and Forcecon (server thermal modules, catalog). In a liquid-cooled tray these cover the parts left on air (NICs, drives, power stages); the supplier for any given rack is not disclosed. Jentech’s heat spreaders are package lids, not heat sinks, so they are not mapped here. Furukawa began new data-center heat-sink output in July 2026.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

Suggest a correction · Research and market-data disclosures