Engineering Review

Engineering & Sizing

Proper sizing is critical for actuator longevity. Use this guide to prepare the force, stroke, speed, duty-cycle, life, and integration details our engineering team needs to recommend a suitable direct-drive or planetary roller screw actuator.

Load Model

Peak, RMS, shock, and holding loads.

Motion Profile

Stroke, velocity, acceleration, and dwell time.

Integration Risk

Mounting, brake, sensor, IP rating, and service access.

L10 Expected Life Calculation

The L10 life represents the theoretical distance the actuator can travel before 10% of a given population shows signs of metal fatigue. It is heavily dependent on the Dynamic Load Rating (C) and the applied Equivalent Load (Fm).

L10 (revolutions) = ( C / Fm )³ × 10⁶

* Roller screws often exhibit an exponent of 10/3 instead of 3 (standard for ball screws), which is why their theoretical life is dramatically higher under identical loads.

Duty Cycle Considerations

Heat dissipation is the primary limiting factor in high duty cycle applications like servo presses. Planetary roller screws can support demanding duty profiles, but ambient temperature, lubrication, heat rejection, and servo motor holding current must be accounted for. We recommend providing a complete motion profile (Force vs. Time and Velocity vs. Time) for a rigorous thermal analysis.

Architecture Selection Rules

The fastest sizing review starts with the failure mode of the current axis: low life, low stiffness, hydraulic maintenance, tight envelope, or missing process data. The actuator architecture should follow that constraint rather than a catalog part number.

Buyer ConstraintLikely ArchitectureCheck Before RFQ Freeze
Ball screw life or stiffness is insufficientPlanetary roller screw actuatorEquivalent load, duty cycle, preload, lead accuracy, and thermal margin.
Hydraulic cylinder replacementHigh-force electromechanical actuator or servo electric cylinderPeak shock load, envelope, speed, brake holding, and safety behavior.
Press or joining data is requiredServo electric cylinder with load-cell optionForce-displacement curve, controller interface, frame stiffness, and calibration plan.
Envelope and weight are the main limitsCompact or custom roller screw actuatorSTEP envelope, cable routing, heat path, brake strategy, and pilot-batch manufacturability.

1. Size the Load

Convert peak, continuous, and shock loads into an equivalent load model with life and safety-factor assumptions.

2. Check Integration

Confirm motor, brake, encoder, mounting, anti-rotation, rod end, sensor, IP rating, and service access.

3. Define Validation

Agree first-article inspection, load testing, cycle testing, and outgoing records before sample approval.

Recommended Next Step

If your team already has a duty cycle, drawing, or reference actuator, send it through the contact / RFQ page. If the architecture is still open, compare the product families first. When domestic origin, export-control handling, or supplier geography may affect the RFQ, use the American roller screw sourcing guide to separate compliance evidence from sizing assumptions.

If you are evaluating cost and load trade-offs, refer to the Ball Screw vs Roller Screw Selection Guide to ensure you specify the correct architecture. For an interactive sizing and cost estimation, you can also use our Actuator Procurement Estimator.

RFQ Preparation Checklist

To help our engineers provide an accurate quote and DFM review, please prepare the following information before contacting us:

  • Actuator type: roller screw actuator, servo electric cylinder, or custom electromechanical actuator
  • Rated force, peak force, stroke, max speed, acceleration, and duty cycle
  • Required life target, cycle count, or L10 life assumption
  • Positioning accuracy, repeatability, backlash, stiffness, and axial play
  • Motor, gearbox, brake, encoder, drive, voltage, and control interface
  • Mounting type, rod end, anti-rotation, end fittings, and envelope constraints
  • Environment: IP rating, temperature, corrosion, washdown, cleanroom, shock, or vibration
  • Quantity stage: prototype, pilot, batch, or production
  • Drawing, STEP file, sample, or reference model availability
  • Delivery country and target lead time

Inquiry Email

[email protected]

Include force, stroke, speed, duty cycle, life target, quantity, and delivery country.

Instant Chat

+86 18857971991

Use WhatsApp for faster engineering intake.

Send actuator specs to [email protected] or WhatsApp +86 18857971991 for an engineering review.