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市场调查报告书
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2005196

全球实体人工智慧市场（2026-2040 年）

The Global Physical Artificial Intellligence (AI) Market 2026-2040
出版日期: | 出版商: Future Markets, Inc. | 英文 900 Pages, 50 Tables, 42 Figures | 订单完成后即时交付

价格

全球实体人工智慧市场涵盖自主机器人、自动驾驶汽车、人形机器人、工业自动化、穿戴式装置、智慧基础设施以及人工智慧驱动的医疗和农业系统，预计到2040年将达到3.26兆美元，远高于2026年的约3,830亿美元，将是史上规模最大的科技市场扩张之一。此外，该市场竞争异常激烈，格局尚不明朗。在数位人工智慧领域，竞争格局正逐渐清晰，几家总部位于美国、运作NVIDIA硬体并以英语网路资料训练的基础模式公司引领全球潮流。然而，物理人工智慧的前景仍然不明朗。影响成功的因素——製造能力、部署数据、监管速度、供应链管理以及基础模型​​的智慧水平——分散在不同的公司之间，使得最终结果难以预测。这正是该市场最具战略意义的洞见。

本报告深入分析了全球实体人工智慧市场，包括市场总规模和成长率、竞争格局和投资、采用障碍和法规结构等信息，以及涵盖 10 个行业的 700 多家公司的概况。

目录

第一章执行摘要

  • 实体人工智慧时代
  • 主要市场发现
  • 三阶段招募框架
  • 投资激增：资本追随信念。
  • 策略需求：机会有限。
  • 公开竞赛：谁将引领实体人工智慧时代？
  • 本报告内容

第二章：引言：物理人工智慧革命

  • 什么是物理人工智慧？
  • AI技术堆迭：物理AI定位
  • 发生了哪些变化：为什么实体人工智慧现在可以部署了
  • 决定性的主张：公开赛
  • 市场结构：7个策略领域

第三章：核心技术架构

  • 物理人工智慧的三位一体：感知、判断与行动
  • 感知层
  • 决策和推理层
  • 执行与控制层
  • 兼具柔软性、可拉伸性和生物相容性的电子设备：新型材料平台
  • 用于物理人工智慧的车载运算和边缘运算
  • 仿真数位双胞胎基础设施
  • 能量储存和能源采集

第四章：实施差距与技术成熟度

  • 物理人工智慧超越人类表现的领域
  • 实施与实现之间差距仍然很大的领域。
  • 技术成熟度等级 (TRL) 评估：依应用

第五章：半导体和硬体生态系统

  • 实体人工智慧晶片的现状
  • 零件市场的价值链
  • 供应链风险与地缘政治风险的程度
  • 人工智慧晶片部署面临的市场挑战

第六章：全球实体人工智慧市场：市场总规模与成长率（2026-2040 年）

  • 市场框架
  • 三阶段招募框架：详细结构
  • 价值池在整个堆迭中的分布
  • 基于三种情境的收入预测（2026-2040 年）
  • 机器人市场：核心市场规模估算

第七章 工业自动化与智慧製造

  • 市场概况与策略背景
  • 机械臂和取放自动化
  • 电脑视觉品质检测
  • 与人类合作的机器人（协作机器人）
  • 物理设备的预测性维护
  • 人工智慧驱动的仓库和供应链自动化
  • 智慧建筑人工智慧：建筑环境中的实体人工智慧
  • 数位双胞胎与智慧工厂的编配
  • 市场驱动因素与挑战
  • 公司简介（88家公司简介）

第八章：自动驾驶车辆与移动系统

  • 市场概况与策略背景
  • 自动驾驶汽车：从概念验证到商业化
  • 自动化货运：其商业性逻辑令人信服。
  • 自主无人机：三大商业市场
  • 最后一公里配送机器人：在人行道上自主行驶
  • 自主船舶系统
  • 空中计程车与城市空中交通：电动垂直起降飞行器市场
  • 监理情势：各司法管辖区面临的挑战
  • 公司简介

第九章：人形机器人与服务机器人

  • 市场概览：从试点阶段到生产阶段
  • 三阶段招募框架
  • 竞争格局
  • 平均售价趋势
  • 区域动态
  • 公司简介（110家公司简介）

第十章 智慧基础设施与建筑环境

  • 市场概览
  • 人工智慧驱动的暖通空调和能源管理
  • 智慧电网和能源基础设施人工智慧
  • 基础设施数位双胞胎
  • 基础设施中的实体安全和巡逻机器人
  • 智慧建筑人工智慧：物理人工智慧观点
  • 公司简介

第十一章：医疗物理人工智慧

  • 市场概览：医疗物理人工智慧领域的机会
  • 机器人：医疗设备领域成长最快的细分市场
  • 医用外骨骼
  • 医院物流与临床支援机器人
  • 人工智慧驱动的诊断和临床决策支持
  • 公司简介（63家公司简介）

第十二章 农业技术与环境物理人工智慧

  • 市场概览：农业物理人工智慧的转折点
  • 自动拖拉机和农业机械
  • 精密农业：感测器、分析、人工智慧
  • 农业无人机和空中平台
  • 从农场到餐桌：供应链与环境中的农业技术
  • 公司简介（73家公司简介）

第十三章：防御、安全与左右手灵巧的实体人工智慧

  • 市场概况：物理人工智慧的军事化
  • 无人机（UAV）：主流平台
  • 无人地面车辆（UGV）
  • 无人船系统
  • 反无人机系统：成长最快的领域
  • 国防人工智慧软体及指挥控制支持
  • 致命性自主武器的伦理与法律体制
  • 公司简介（36家公司简介）

第十四章 空间机器人与极端环境

  • 市场概况：外星物理人工智慧
  • 行星探勘：探勘和着陆器
  • 空间服务、组装和製造（ISAM）
  • 用于太空以外极端环境的机器人
  • 公司简介

第十五章：面向消费者的实体人工智慧与智慧家居

  • 市场概览
  • 机器人吸尘器：物理人工智慧如何在大众市场取得成功的案例研究。
  • 智慧家庭自动化：实体人工智慧控制层
  • 消费级户外机器人
  • 个人机器人和陪伴机器人
  • 实体世界中的消费人工智慧：软体层

第十六章：穿戴式电子设备与实体人工智慧的融合

  • 穿戴式电子产品市场：短期内实体人工智慧细分市场规模最大
  • 市场区隔：产品和收入
  • 消费性穿戴装置：按类别分類的销售额（2020-2040 年）
  • 市场领导者：全球穿戴电子产品出货量（2025 年）
  • XR（AR/VR/MR）：关键成长驱动因素
  • 智慧型手錶和健身追踪器：一个成熟的平台
  • 医疗穿戴装置
  • 可听设备：大规模人工智慧音频
  • 智慧戒指：最常见的实体人工智慧形式
  • 智慧服饰和电子纺织品
  • 穿戴式科技的主要发展趋势（2026-2040 年）
  • 穿戴式装置作为实体人工智慧整合层
  • 公司简介

第十七章：地方市场

  • 北美洲
    • 市场地位
    • 战略优势
    • 抑制因子
  • 欧洲
    • 市场地位
    • 战略优势
    • 抑制因子
    • 各国动态
  • 中国
    • 市场地位
    • 结构优势
    • 抑制因子
  • 亚太地区（不包括中国）
    • 日本
    • 韩国
    • 印度
    • 新加坡及东南亚
  • 其他地区
    • 中东
    • 拉丁美洲
    • 非洲

第十八章：竞争格局与投资

  • 投资激增
  • 投资主题
  • 竞争力分析：分层
  • 主要战略战场
  • 主要实体人工智慧投资者
  • 併购情势
  • AMI Labs的策略定位

第十九章：物理人工智慧普及的主要障碍

  • 技术壁垒
  • 经济壁垒
  • 监管障碍

第20章法规结构

  • 我们
  • 欧洲联盟
  • 中国
  • 监理差异风险

第21章：物理人工智慧的主权与地缘政治

  • 一个新兴的技术强区
  • 中美实体人工智慧竞赛
  • 欧洲的战略困境
  • 作为中等强国的机会
  • 物理人工智慧和工业主权的未来

第22章：物理人工智慧的新领域（2028-2040年）

  • 收敛视界
  • 脑机介面和物理人工智慧
  • 量子感测和物理人工智慧感知
  • 生物和物理人工智慧的融合
  • 气候物理人工智慧

第二十三章 结论与展望

  • 接下来的十年
  • 三个关键变数
  • 基础知识

第24章附录

第25章 参考文献

The global Physical AI market - encompassing autonomous robots, self-driving vehicles, humanoid systems, industrial automation, wearables, smart infrastructure, and AI-enabled medical and agricultural systems - is forecast to grow from approximately $383 billion in 2026 to $3.26 trillion by 2040, representing one of the largest technology market expansions in history. It is also, uniquely, an open race. In digital AI, the competitive outcome is increasingly settled. A small number of American foundation model companies, running on NVIDIA hardware, trained on English-dominant internet data, define the global frontier. Physical AI has not settled. The dimensions on which it will be decided - manufacturing capability, deployment data, regulatory speed, supply chain control, and foundation model intelligence - are distributed across different players in ways that make the final outcome genuinely unpredictable. That is the most strategically important observation about this market.

The Global Physical AI Market 2026-2040 Future Markets, Inc. - 902 pages - 50 tables - 42 figures.

The Global Physical AI Market 2026-2040 is the most comprehensive single-volume analysis of artificial intelligence deployed in the physical world - systems that perceive through sensors, reason through learned models, and act through motors, actuators, and manipulators embedded in robots, vehicles, drones, infrastructure, and wearable devices. The report spans nine primary vertical sectors plus the wearable electronics interface layer and the foundational semiconductor stack that underpins all of them, integrating data from six proprietary Future Markets source reports.

The central thesis - The Open Race - is the report's load-bearing editorial position: no single geography, company, or technology architecture has yet combined intelligence, manufacturing cost, certified trustworthiness, and deployment density in a way that determines the Physical AI era's winner. The United States leads at the AI intelligence layer; China leads at manufacturing scale and cost; Europe leads in certified trustworthiness and industrial deployment density; Japan leads in operational deployment data accumulated through the world's highest robot density. Each advantage is genuine and none is sufficient alone. The 2026-2032 window - when these constraints are most actively being contested - will determine outcomes that compound for decades.

Physical AI adoption is structured around a Three-Wave Framework: Wave 1, the Industrial Proving Ground, concentrates deployment in constrained, structured environments with clear return on investment; Wave 2, Cross-Sector Expansion, extends Physical AI into semi-structured environments as unit economics improve and Chinese manufacturing drives price compression; and Wave 3, Consumer and Sovereign Deployment, brings Physical AI into homes, individual bodies, and national infrastructure at scale. The foundational semiconductor ecosystem - encompassing GPUs, FPGAs, ASICs, and neuromorphic processors for edge inference, real-time sensor processing, and safety-critical embedded control - underpins every Physical AI application covered in the report.

The report profiles more than 700 companies across ten sectors in a consistent format covering country of origin, business overview and funding history, products and technology, and website. Sectors covered are: Industrial Automation and Smart Manufacturing; Autonomous Vehicles and Mobility Systems - including self-driving cars, autonomous freight, last-mile delivery robots, delivery drones, autonomous maritime systems, eVTOL air taxis, vertiport infrastructure, and UTM platforms; Humanoid and Service Robots; Smart Infrastructure and the Built Environment - including building AI platforms, physical security and access control, patrol and cleaning robots, smart elevators, smart energy and grid AI, AI-controlled smart glazing, and smart HVAC and climate AI; Healthcare and Medical Physical AI; AgriTech and Environmental Physical AI; Defence, Security and Dual-Use Physical AI; Space Robotics and Extreme Environments - including space and orbital systems, underwater and deep sea, nuclear and radiation hazard, mining and subsurface, and hazardous environment inspection for oil and gas and industrial infrastructure; Consumer Physical AI and Smart Home; and Wearable Electronics and Physical AI Integration across twelve sub-segments spanning smartwatches, smart rings, AR/VR/XR and smart glasses, AI hearables, medical and clinical wearables, exoskeletons, neural interfaces and BCI, industrial and worker safety wearables, smart clothing and e-textiles, wearable AI chips and compute platforms, sports and performance wearables, and remote patient monitoring platforms.

Report contents include:

  • Executive Summary - The Physical AI moment and why it differs fundamentally from digital AI; top-line findings across ten verticals; the macro pull of structural labour shortages driving inevitable adoption; the semiconductor foundation enabling all Physical AI applications; the Three-Wave adoption framework; the investment surge and what it signals about institutional conviction; strategic imperatives and the narrow positioning window; and the Open Race thesis - why the United States, China, Europe, and Japan each hold genuine but incomplete advantages, and what winning actually requires
  • Introduction: The Physical AI Revolution - Definition of Physical AI and the Sense-Decide-Act triad; how Physical AI differs structurally from digital AI; the technology breakthroughs that have made deployment commercially viable now; the Open Race defining thesis; and the seven strategic market arenas covered by the report
  • Core Technology Architecture - Multimodal sensor fusion; wearable and on-body sensor integration; event-based cameras as the next perception frontier; Vision-Language-Action models and the new architectural standard; Physical Intelligence Pi-0 and the foundation model race; NVIDIA Cosmos world models and physical simulation; reinforcement and imitation learning; open-source democratisation of robotics AI; actuator technologies; the dexterous manipulation challenge; wearable actuators including haptics, exoskeletal, and therapeutic systems; flexible and biointegrated electronics; onboard and edge computing; simulation and digital twin infrastructure; and energy storage and harvesting
  • The Embodiment Gap and Technology Maturity - A detailed assessment of where Physical AI already surpasses human performance; where the embodiment gap remains critical and why; and Technology Readiness Level assessments by application across all verticals
  • Semiconductor and Hardware Ecosystem - The global AI chip market structure and growth trajectory; GPU, FPGA, and ASIC architecture breakdown and Physical AI relevance; end-market demand by application including automotive and IoT; regional AI chip revenues and the bifurcation dynamic; the Physical AI component value chain covering actuators, sensors, compute, and power systems; supply chain risk and geopolitical exposure; and structural challenges to AI chip deployment for Physical AI applications
  • Global Physical AI Market: Aggregate Size and Growth - Market framing and definitional scope; the Three-Wave adoption framework in detail; value pool distribution across the technology stack from chips to applications; three-scenario revenue forecasts covering conservative, base, and optimistic trajectories; and robotics market sizing within the broader Physical AI context
  • Industrial Automation and Smart Manufacturing - Robotic arms and pick-and-place automation; the AI transition in industrial robotics; computer vision quality inspection; collaborative robots and the ISO/TS 15066 safety framework; human-robot collaboration case studies; predictive maintenance and sensor-fusion monitoring; AI-driven warehouse automation and autonomous mobile robots; smart building AI in manufacturing; digital twins and smart factory orchestration; market drivers and challenges; and company profiles
  • Autonomous Vehicles and Mobility Systems - Self-driving cars and the SAE autonomy framework; Waymo's commercial leadership and data advantages; Tesla's vision-only alternative; Chinese autonomous vehicle leaders; the economics of driverless trucking; autonomous drone markets across delivery, inspection, and defence; last-mile sidewalk delivery robots; autonomous maritime systems; the eVTOL market including aircraft manufacturers, certification landscape, and vertiport infrastructure; and the regulatory landscape by jurisdiction across major markets; and company profiles
  • Humanoid and Service Robots - The transition from pilots to production; the Three-Wave adoption framework applied to humanoids; competitive landscape across US, Chinese, European, and Japanese players; average selling price trajectory and the cost compression driving the consumer wave; regional dynamics; and company profiles
  • Smart Infrastructure and the Built Environment - AI-driven HVAC and energy management; smart grid and energy infrastructure AI; digital twins for urban infrastructure; physical security and patrol robots; smart building AI platforms and the Physical AI perspective; and company profiles
  • Healthcare and Medical Physical AI - The healthcare Physical AI opportunity and structural demand drivers; surgical robotics market structure and key platforms; medical exoskeletons for rehabilitation and worker assistance; hospital logistics and clinical support robots; AI diagnostic and clinical decision support; and company profiles
  • AgriTech and Environmental Physical AI - Agriculture's Physical AI inflection point and the labour crisis driving adoption; autonomous tractors and field equipment; precision agriculture through sensors, analytics, and AI; agricultural drones and aerial platforms; farmgate-to-fork supply chain and environmental applications; and company profiles
  • Defence, Security and Dual-Use Physical AI - The militarisation of Physical AI; unmanned aerial vehicles as the dominant platform; unmanned ground vehicles; autonomous maritime systems; counter-UAS as the fastest-growing segment; defence AI software and command enablement platforms; the ethical and legal framework for lethal autonomous weapons systems; and company profiles
  • Space Robotics and Extreme Environments - Physical AI beyond Earth; planetary exploration rovers and landers; in-space servicing, assembly and manufacturing; and extreme environment robots spanning underwater, nuclear, mining, and hazardous industrial inspection applications; and company profiles
  • Consumer Physical AI and Smart Home - Robot vacuums as Physical AI's mass-market success story; smart home automation and the Physical AI control layer; consumer outdoor robots; personal and companion robots; and consumer AI software platforms; and company profiles
  • Wearable Electronics and Physical AI Integration - The wearable electronics market as the largest near-term Physical AI segment; market segmentation by product category and revenue; consumer wearable unit shipment forecasts; market leaders by shipments; extended reality as the dominant growth driver; smartwatches and fitness trackers; medical and healthcare wearables; hearables; smart rings; smart clothing and e-textiles; key technology trends through the forecast period; wearables as the on-body Physical AI integration layer; and company profiles
  • Regional Markets - Detailed analysis of North America, Europe, China, and Rest of World including Asia-Pacific, Middle East, Latin America, and Africa - covering investment dynamics, regulatory environments, deployment density, and competitive positioning
  • Competitive Landscape and Investment - The investment surge and what it signals; key investment themes driving capital allocation; competitive dynamics by technology stack layer; key strategic battlegrounds; leading Physical AI investors; and the AMI Labs strategic position as a case study in European Physical AI ambition
  • Key Barriers to Physical AI Adoption - Technical barriers including the embodiment gap and sensor limitations; economic barriers including capital costs and ROI timelines; and regulatory barriers including liability, certification, and standards fragmentation
  • Regulatory Frameworks - United States regulatory approach and federal agency roles; European Union AI Act implications for Physical AI; and China's regulatory environment and state-directed deployment strategy
  • Physical AI Sovereignty and Geopolitics - The new geography of technological power; the US-China Physical AI competition across intelligence, manufacturing, and semiconductor layers; Europe's strategic dilemma between industrial capability and capital constraints; and the middle power opportunity for Japan, South Korea, India, and the Gulf states
  • Emerging Physical AI Frontiers - Brain-computer interfaces and the next human-machine integration layer; quantum sensing and Physical AI perception; biological-physical AI integration; and climate Physical AI applications
  • Research Methodology and References - Report scope and definitions; primary and secondary data sources; market sizing methodology; and limitations and key assumptions

Companies profiled include Abbott, Accuray, Activ Surgical, Advanced Farm Technologies, AeiRobot, Aeolus Robotics, AeroFarms, AeroVironment, Aethon (TUG), AGCO Corporation, AgEagle, Agersens, Agibot / Zhiyuan Robot, Agility Robotics, AGROINTELLI, AgriTask, Agtonomy, AiCure, AiQ Smart Clothing, AI SpaceFactory, AirMap, AirSeed Technologies, AIR (AIR ONE), Airbus (Zephyr HAPS), Aidoc, AliveCor, ALS (Automated Laboratory Systems), Altius Space Machines, Altitude Angel, AltoVolo, Amazfit / Zepp Health, Ambi Robotics, Amazon Prime Air, Amazon Robotics, Analog Devices, Anduril Industries, ANRA Technologies, ANYbotics, Aohang Intelligent Technology, APOTECAchemo, Apple, Apple (Vision Pro), Applied Intuition, Apptronik, Aquabotix, Arable, Archer Aviation, ARX Robotics, ARxIUM, Asensus Surgical (KARL STORZ), ASI Mining, ASSA ABLOY, Ascendance Flight Technologies, Astrobotic Technology, Astroscale, Atlas Elektronik, AutoFlight, AutoGrid, AutoStore, Automated Packaging Systems, Auterion, Ava Robotics, Avidbots, Axibo, Axon Enterprise (TASER / AI Defence), Axis Communications, Baidu Apollo Go, Balyo, Bang & Olufsen, Barnstorm AgTech, Bastian Solutions, BD (Becton Dickinson) / BD Rowa / BD Pyxis, Bedrock Robotics, BeeHero, Bell Flight (Bell Textron) Nexus / APT, Berkshire Grey, BETA Technologies, Beyond Imagination, Biofourmis, BioIntellisense, Bionik Labs, Blue In, Blue Origin, Blue River Technology (John Deere), Blue White Robotics, Boardwalk Robotics, Boart Longyear, Boeing / Wisk Aero, Boeing (space systems), Bonsai Robotics, Booster Robotics, Borg Robotics, Bosch, Bosch Sensortec, Bose, Boston Dynamics, Boston Dynamics (Spot), The Bot Company, Brain Corp, Brainbox AI, Brainlab, Breaker Industries, BrightFarms, Bright Machines, BROKK, BuildingIQ, Built Robotics, Bureau Veritas, Burro, C3.ai, CACI International, Camus Energy, CardieX, Carrier Global, Carbon Robotics, Caterpillar, Cattle Eye, Circular, Clearpath Robotics, ClearSpace, CNH Industrial (Case IH / New Holland), Cobalt Robotics, Coco, Cognex, Comau, Connecterra, Contoro Robotics, CopperTree Analytics, Corindus (Siemens Healthineers), Covariant, CREAL SA, CropX, Cubic Farm Systems, Current Health, Cyberdyne, Cyberdyne (HAL), CycloTech, Daikin, DARPA (RSGS program), Dascena, Dataa Robotics, Dedrone (Axon), DEKA Research, DeLaval, Denso Robotics, Deep Robotics, Deep Trekker, Devanthro, Dexcom, Diehl Aviation, Digger DTR, Diligent Robotics, DistalMotion, DJI, Dobot Robotics, Doccla, DOK-ING, D-Orbit, Dogtooth Technologies, Doroni Aerospace, Dreame Technology, DroneDeploy, Dronamics, Dufour Aerospace, Durr, Dusty Robotics, Dwbrobot, Dyna Robotics, Dynium Robot, EarthSense, ECA Group, Ecobee, Ecorobotix, Ecovacs, Eden Green Technology, Ehang, Eka Robotics, Ekso Bionics, Electron Robots, Elephant Robotics, Elevate Farms, Elexon Mining, Elbit Systems, Elroy Air, Embodied Inc., Emerson Electric / AspenTech, Emesent, Emotiv, Enchanted Tools, EngineAI, Engineered Arts, Enkel Energi, Enlighted (Siemens), Enline Energy, Epi-Watch, Epiroc, Epirus, Epson (Moverio), Epson Robots, Epoch Robotics / ROBOTERA, ERC System, Equivital, Eureka Robotics, Eve Air Mobility, Eviation, Exyn Technologies, FANUC, Farm-ng, FarmWise, FDROBOT, Ferrovial Vertiports, Fetch Robotics / Zebra Technologies, FFRobotics, Field AI, Figure AI, Fitbit (Google), Flyability, Flytrex, FLIR Systems / Teledyne FLIR, FLSmidth, Formic, ForwardX Robotics, Foundation Robotics, Fourier Intelligence, Four Growers, Foxglove, Freight Farms, Furhat Robotics, Galaxea AI, Galbot, Garmin, Gatik, Gather AI, Gauzy, GE Aerospace (eVTOL / AAM Division), GE HealthCare, GEA, Geek+, Generalist, Generative Bionics, Generation Robots, Genetec, Ghost Robotics, GITAI, Globus Medical, Gradient Comfort, Greeneye Technology, GreyOrange, Hanson Robotics, Harvest Automation, Harvest CROO Robotics, Heart Aerospace, Hexagon Manufacturing Intelligence, HID Global, Hirebotics, Hitachi, Hocoma, Holiday Robotics, Honda, Honeywell Building Management, Honeywell Intelligrated, Horizon Aircraft, HTC (Vive XR), Hullbot, Humanoid (SKL Robotics), Huntington Ingalls Industries (REMUS), Huawei, Hylio, IBM, IBM Maximo, ICON (extraterrestrial construction), Inceptio, iniVation AG, InstantEye Robotics, IntBot, Interactive Wear, InteraXon (Muse), InTouch Health (Teladoc), InVia Robotics, Inuktun, Iron Ox, iRhythm, Isansys Lifecare, Itron, i.v.STATION, Jabra (GN Audio), JAKA Robotics, Jaunt Air Mobility, JBT Corporation, Joby Aviation, John Deere, Johnson & Johnson MedTech (OTTAVA), Johnson Controls, JOZ-Tech, JuneBrain, KAKTI, Kaman (KMAX), Kawada Robotics, Kawasaki Heavy Industries, Kawasaki Heavy Industries Robotics, Keenon Robotics, Kepler Exploration Robotics, Kernel, Keybotic, Kiwibot, KION Group, Kinestral Technologies, KNAPP, KODE Labs, Kodiak Robotics, Koidra, KONE, KUKA, Kubota, Kuafu, K.U.L.T, L3Harris Technologies, Landis+Gyr, Laronix, Leju Robotics, Lely, Leonardo DRS, Levi Strauss (Project Jacquard), LifeSignals Group, Liebherr, LimX Dynamics, Lockheed Martin, Locus Robotics, Loki Robotics, Lucid Audio, Lunar Outpost, Lumos Robotics, MacLean Engineering, Macco Robotics, Magic Leap, MagicLab, Malloy Aeronautics, Manna Drone Delivery, MANUS Technology Group, MARTAC, Masimo, Matic (Robotics), Maxar Technologies, May Mobility, Mayflower Autonomous Ship (ProMare / IBM), MDT, Mecademic, Medra, Medrobotics, Medtronic, Mendaera, Mentee Robotics, Meta and more....

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

  • 1.1 The Physical AI Moment
    • 1.1.1 The Macro Pull: Why Physical AI Is Structurally Inevitable
  • 1.2 Top-Line Market Findings
    • 1.2.1 The Semiconductor Foundation: The $455 Billion Enabler
  • 1.3 The Three-Wave Adoption Framework
    • 1.3.1 The Cost Compression Curve: From Enterprise to Consumer
  • 1.4 The Investment Surge: Capital Follows Conviction
  • 1.5 Strategic Imperatives: The Window Is Narrow
  • 1.6 THE OPEN RACE: Who Leads the Physical AI Era?
    • 1.6.1 What Victory Looks Like: The Three Combinations That Win
  • 1.7 What This Report Covers

2 INTRODUCTION: THE PHYSICAL AI REVOLUTION

  • 2.1 What Is Physical AI?
  • 2.2 The AI Technology Stack: Where Physical AI Sits
  • 2.3 What Has Changed: Why Physical AI Is Deployable Now
  • 2.4 The Defining Thesis: An Open Race
  • 2.5 Market Architecture: The Seven Strategic Arenas

3 CORE TECHNOLOGY ARCHITECTURE

  • 3.1 The Physical AI Triad: Sense, Decide, Act
  • 3.2 Sensing and Perception Layer
    • 3.2.1 Multimodal Sensor Fusion
    • 3.2.2 Wearable and On-Body Sensor Integration
    • 3.2.3 Event-Based Cameras: The Next Perception Frontier
  • 3.3 Decision-Making and Reasoning Layer
    • 3.3.1 Vision-Language-Action Models: The New Architectural Standard
    • 3.3.2 Physical Intelligence (Pi-) and the Foundation Model Race
    • 3.3.3 World Models and Physical Simulation: The NVIDIA Cosmos Platform
    • 3.3.4 Reinforcement Learning and Imitation Learning
    • 3.3.5 Open-Source and Democratization of Robotics AI
  • 3.4 Actuation and Control Layer
    • 3.4.1 Actuator Technologies
    • 3.4.2 The Dexterous Manipulation Problem: The 31% BOM Challenge
    • 3.4.3 Wearable Actuators: Haptics, Exoskeletal, and Therapeutic
  • 3.5 Flexible, Stretchable, and Biointegrated Electronics: The New Materials Platform
    • 3.5.1 Advanced Materials: The Enabling Layer
      • 3.5.1.1 Graphene and 2D Materials
      • 3.5.1.2 Silver Nanowires and Conductive Inks
      • 3.5.1.3 Piezoelectric Polymers (PVDF)
      • 3.5.1.4 Electroactive Nanomaterials
      • 3.5.1.5 Cellulose and Sustainable Biopolymers
      • 3.5.1.6 Magnetically Responsive Materials
      • 3.5.1.7 Ionic Conductors and Hydrogel Electronics
      • 3.5.1.8 Phase Change Materials for Thermal Management
      • 3.5.1.9 Metamaterials and Architected Materials
    • 3.5.2 Flexible Hybrid Electronics (FHE) for Physical AI
    • 3.5.3 Stretchable Artificial Skin and Electronic Skin Systems
    • 3.5.4 E-Textiles and Smart Apparel
  • 3.6 Onboard and Edge Computing for Physical AI
    • 3.6.1 The Real-Time Processing Imperative
    • 3.6.2 NVIDIA Jetson Thor: The Physical AI Compute Standard
    • 3.6.3 Fleet Intelligence and Distributed Learning Networks
  • 3.7 Simulation and Digital Twin Infrastructure
    • 3.7.1 The Simulation Imperative
    • 3.7.2 The Sim-to-Real Gap: The Remaining Challenge
  • 3.8 Energy Storage and Harvesting
    • 3.8.1 Battery Technology Roadmap
    • 3.8.2 Triboelectric Nanogenerators (TENGs): Body-Powered Physical AI
    • 3.8.3 Smart Building Energy Integration

4 THE EMBODIMENT GAP AND TECHNOLOGY MATURITY

  • 4.1 Where Physical AI Surpasses Human Performance
  • 4.2 Where the Embodiment Gap Remains Critical
  • 4.3 Technology Readiness Level (TRL) Assessment by Application

5 SEMICONDUCTOR AND HARDWARE ECOSYSTEM

  • 5.1 The Physical AI Chip Landscape
    • 5.1.1 AI Chip Market Size and Growth 2024-2034
    • 5.1.2 Architecture Breakdown: GPU, FPGA, ASIC
    • 5.1.3 Key Players by Category
  • 5.2 Component Market Value Chain
    • 5.2.1 Actuators and Transmissions
    • 5.2.2 Sensors and Perception Hardware
    • 5.2.3 Computing and Control Systems
    • 5.2.4 Power Systems and Batteries
  • 5.3 Supply Chain Risk and Geopolitical Exposure
    • 5.3.1 Government Funding - The Strategic Investment Race
  • 5.4 Market Challenges to AI Chip Deployment

6 GLOBAL PHYSICAL AI MARKET: AGGREGATE SIZE AND GROWTH 2026-2040

  • 6.1 Framing the Market
  • 6.2 The Three-Wave Adoption Framework: Detailed Structure
    • 6.2.1 Wave 1: Industrial Proving Ground (2026-2030)
    • 6.2.2 Wave 2: Cross-Sector Expansion (2030-2040)
    • 6.2.3 Wave 3: Consumer and Sovereign Deployment (2035-2040)
  • 6.3 Value Pool Distribution Across the Stack
  • 6.4 Three-Scenario Revenue Forecasts 2026-2040
  • 6.5 The Robotics Market Specifically: Sizing the Core

7 INDUSTRIAL AUTOMATION AND SMART MANUFACTURING

  • 7.1 Market Overview and Strategic Context
  • 7.2 Robotic Arms and Pick-and-Place Automation
    • 7.2.1 Industrial Robot Market Structure
    • 7.2.2 The AI Transition in Industrial Robotics
    • 7.2.3 Pick-and-Place: From Fixed Programs to Foundation Models
  • 7.3 Computer Vision Quality Inspection
    • 7.3.1 Performance Capabilities
    • 7.3.2 Application Domains
    • 7.3.3 The AI Revolution in Quality: From Fixed Templates to Adaptive Learning
  • 7.4 Collaborative Robots (Cobots) Working Alongside Humans
    • 7.4.1 The Cobot Market: Structure and Growth
    • 7.4.2 Safety Standards and the ISO/TS 15066 Framework
    • 7.4.3 Human-Robot Collaboration ROI: Case Studies
  • 7.5 Predictive Maintenance on Physical Equipment
    • 7.5.1 Market Size and Value Proposition
    • 7.5.2 Sensor-Fusion Monitoring: Vibration, Thermal, Acoustic
    • 7.5.3 Industrial Wearables for Worker Safety and Ergonomics
  • 7.6 AI-Driven Warehouse and Supply Chain Automation
    • 7.6.1 The Warehouse: Physical AI's Commercial Proving Ground
    • 7.6.2 Autonomous Mobile Robots (AMRs): The Foundation Layer
    • 7.6.3 Fleet Intelligence: The Data Flywheel in Action
  • 7.7 Smart Building AI: Physical AI in the Built Environment
    • 7.7.1 What Makes a Building "Smart" from a Physical AI Perspective
    • 7.7.2 HVAC Optimization: The Largest Energy Reduction Opportunity
    • 7.7.3 Smart Glazing: AI-Integrated Electrochromic Windows
    • 7.7.4 Security Patrol Robots in Smart Buildings
  • 7.8 Digital Twins and Smart Factory Orchestration
    • 7.8.1 The Digital Twin Revolution in Manufacturing
  • 7.9 Market Drivers and Challenges
  • 7.10 Company Profiles (88 company profiles)

8 AUTONOMOUS VEHICLES AND MOBILITY SYSTEMS

  • 8.1 Market Overview and Strategic Context
  • 8.2 Self-Driving Cars: From Proof of Concept to Commercial Reality
    • 8.2.1 The SAE Autonomy Framework: Where We Stand
    • 8.2.2 Waymo: The Unambiguous Leader
    • 8.2.3 Tesla Full Self-Driving: The Vision-Only Alternative
    • 8.2.4 Chinese Autonomous Vehicle Leaders: Baidu Apollo and Pony.ai
  • 8.3 Autonomous Freight: The Commercial Logic is Compelling
    • 8.3.1 The Economics of Driverless Trucking
    • 8.3.2 Aurora Innovation: First Commercial Driverless Freight Service
    • 8.3.3 The Autonomous Freight Market Opportunity
  • 8.4 Autonomous Drones: Three Commercial Markets
    • 8.4.1 Delivery Drones: Last-Mile Economics and Regulatory Progress
    • 8.4.2 Surveying, Inspection, and Industrial Drones
    • 8.4.3 Military and Surveillance Drones
  • 8.5 Last-Mile Delivery Robots: Sidewalk Autonomy
    • 8.5.1 The Sidewalk Robot Market
  • 8.6 Autonomous Maritime Systems
    • 8.6.1 Commercial Shipping: The Port-to-Port Opportunity
    • 8.6.2 Autonomous Underwater Vehicles (AUVs) in Commercial Applications
  • 8.7 Air Taxis and Urban Air Mobility: The eVTOL Market
    • 8.7.1 Market Context and the Shakeout to Date
    • 8.7.2 eVTOL Market Forecast 2026-2040
    • 8.7.3 The Certification Landscape: Who Is Winning the Race
    • 8.7.4 Joby Aviation: The Consensus Frontrunner
    • 8.7.5 Archer Aviation and the Stellantis Manufacturing Partnership
    • 8.7.6 Vertiport Infrastructure: The Missing Link
  • 8.8 Regulatory Landscape: The Jurisdiction-by-Jurisdiction Challenge
    • 8.8.1 SAE Level 4/5 Regulation by Jurisdiction
  • 8.9 Company Profiles
    • 8.9.1 SELF-DRIVING CARS AND ROBOTAXIS (12 company profiles)
    • 8.9.2 AUTONOMOUS TRUCKING AND FREIGHT (8 company profiles)
    • 8.9.3 LAST-MILE DELIVERY ROBOTS (SIDEWALK) (5 company profiles)
    • 8.9.4 DELIVERY DRONES (7 company profiles)
    • 8.9.5 AUTONOMOUS MARITIME SYSTEMS (3 company profiles)
    • 8.9.6 eVTOL AIRCRAFT MANUFACTURERS (37 company profiles)
    • 8.9.7 VERTIPORT AND UAM INFRASTRUCTURE (4 company profiles)
    • 8.9.8 AIRSPACE MANAGEMENT AND UTM PLATFORMS (4 company profiles)

9 HUMANOID AND SERVICE ROBOTS

  • 9.1 Market Overview: From Pilots to Production
  • 9.2 The Three-Wave Adoption Framework
    • 9.2.1 Wave 1: Industrial Applications (2025-2030)
    • 9.2.2 Wave 2: Consumer/Developer (2027-2033)
    • 9.2.3 Wave 3: Medical/Elder Care (2030-2040+)
  • 9.3 Competitive Landscape
  • 9.4 Average Selling Price Trajectory
  • 9.5 Regional Dynamics
  • 9.6 Company Profiles (110 company profiles)

10 SMART INFRASTRUCTURE AND THE BUILT ENVIRONMENT

  • 10.1 Market Overview
  • 10.2 AI-Driven HVAC and Energy Management
    • 10.2.1 The AI HVAC optimization stack
  • 10.3 Smart Grid and Energy Infrastructure AI
  • 10.4 Digital Twins for Infrastructure
  • 10.5 Physical Security and Patrol Robots in Infrastructure
  • 10.6 Smart Building AI: Physical AI Perspective
  • 10.7 Company Profiles
    • 10.7.1 BUILDING AI PLATFORMS AND MANAGEMENT SYSTEMS (22 company profiles)
    • 10.7.2 SECURITY, ACCESS CONTROL AND SURVEILLANCE AI (5 company profiles)
    • 10.7.3 PATROL AND SECURITY ROBOTS (2 company profiles)
    • 10.7.4 CLEANING AND DISINFECTION ROBOTS (9 company profiles)
    • 10.7.5 SMART ELEVATORS, ESCALATORS AND VERTICAL TRANSPORT (4 company profiles)
    • 10.7.6 SMART ENERGY AND GRID AI (12 company profiles)
    • 10.7.7 AI-CONTROLLED SMART GLAZING (4 company profiles)
    • 10.7.8 SMART HVAC AND CLIMATE AI (6 company profiles)

11 HEALTHCARE AND MEDICAL PHYSICAL AI

  • 11.1 Market Overview: The Healthcare Physical AI Opportunity
  • 11.2 Robotics: The Fastest-Growing Medical Device Segment
  • 11.3 Medical Exoskeletons
  • 11.4 Hospital Logistics and Clinical Support Robots
    • 11.4.1 Deployed platforms
  • 11.5 AI Diagnostic and Clinical Decision Support
  • 11.6 Company Profiles (63 company profiles)

12 AGRITECH AND ENVIRONMENTAL PHYSICAL AI

  • 12.1 Market Overview: Agriculture's Physical AI Inflection Point
  • 12.2 Autonomous Tractors and Field Equipment
    • 12.2.1 The Autonomous Tractor: From Autosteer to Full Autonomy
    • 12.2.2 Weeding Robots: The Killer App for Specialty Crops
    • 12.2.3 Robotic Harvesting
  • 12.3 Precision Agriculture: Sensors, Analytics, and AI
    • 12.3.1 Crop Monitoring and Analytics
    • 12.3.2 Precision Livestock Farming
  • 12.4 Agricultural Drones and Aerial Platforms
  • 12.5 Farmgate to Fork: AgriTech in Supply Chain and Environment
    • 12.5.1 Smart Logistics and Cold Chain
    • 12.5.2 Environmental Monitoring Physical AI
  • 12.6 Company Profiles (73 company profiles)

13 DEFENSE, SECURITY AND DUAL-USE PHYSICAL AI

  • 13.1 Market Overview: The Militarization of Physical AI
  • 13.2 Unmanned Aerial Vehicles (UAVs): The Dominant Platform
  • 13.3 Unmanned Ground Vehicles (UGVs)
  • 13.4 Unmanned Maritime Systems
  • 13.5 Counter-UAS: The Fastest-Growing Segment
  • 13.6 Defense AI Software and Command Enablement
  • 13.7 Ethical and Legal Framework for Lethal Autonomous Weapons
  • 13.8 Company Profiles (36 company profiles)

14 SPACE ROBOTICS AND EXTREME ENVIRONMENTS

  • 14.1 Market Overview: Physical AI Beyond Earth
  • 14.2 Planetary Exploration: Rovers and Landers
    • 14.2.1 Lunar Exploration: The Physical AI Proving Ground
    • 14.2.2 Mars: The Long-Duration Autonomy Frontier
    • 14.2.3 Asteroid Mining and Deep Space
  • 14.3 In-Space Servicing, Assembly, and Manufacturing (ISAM)
  • 14.4 Extreme Environment Robots Beyond Space
  • 14.5 Company Profiles
    • 14.5.1 SPACE & ORBITAL (23 company profiles)
    • 14.5.2 UNDERWATER & DEEP SEA (9 company profiles)
    • 14.5.3 NUCLEAR & RADIATION HAZARD (2 company profiles)
    • 14.5.4 MINING & SUBSURFACE (27 company profiles)
    • 14.5.5 HAZARDOUS ENVIRONMENT INSPECTION (OIL & GAS, INDUSTRIAL, INFRASTRUCTURE) (7 company profiles)

15 CONSUMER PHYSICAL AI AND SMART HOME

  • 15.1 Market Overview
  • 15.2 Robot Vacuums: Physical AI's Mass-Market Success Story
  • 15.3 Smart Home Automation: The Physical AI Control Layer
  • 15.4 Consumer Outdoor Robots
  • 15.5 Personal and Companion Robots
  • 15.6 Consumer AI in the Physical World: The Software Layer

16 WEARABLE ELECTRONICS AND PHYSICAL AI INTEGRATION

  • 16.1 The Wearable Electronics Market: The Largest Near-Term Physical AI Segment
  • 16.2 Market Segmentation: Products and Revenue
  • 16.3 Consumer Wearables: Units by Category 2020-2040
  • 16.4 Market Leaders: Global Wearable Electronics Shipments 2025
  • 16.5 Extended Reality (AR/VR/MR): The Dominant Growth Driver
    • 16.5.1 Current XR Landscape
    • 16.5.2 XR Technology Roadmap
  • 16.6 Smartwatches and Fitness Trackers: The Proven Platform
  • 16.7 Medical and Healthcare Wearables
  • 16.8 Hearables: AI Audio at Scale
  • 16.9 Smart Rings: Physical AI's Most Intimate Form Factor
  • 16.10 Smart Clothing and E-Textiles
  • 16.11 Key Wearable Technology Trends 2026-2040
  • 16.12 Wearables as Physical AI Integration Layer
  • 16.13 Company Profiles
    • 16.13.1 SMARTWATCH AND GENERAL WEARABLE AI PLATFORMS (10 company profiles)
    • 16.13.2 SMART RINGS (7 company profiles)
    • 16.13.3 AR / VR / XR AND SMART GLASSES (16 company profiles)
    • 16.13.4 AI HEARABLES (7 company profiles)
    • 16.13.5 MEDICAL AND CLINICAL AI WEARABLES (20 company profiles)
    • 16.13.6 EXOSKELETONS AND PHYSICAL ASSISTANCE WEARABLES (8 company profiles)
    • 16.13.7 NEURAL INTERFACES AND BCI WEARABLES (8 company profiles)
    • 16.13.8 INDUSTRIAL AND WORKER SAFETY WEARABLES (5 company profiles)
    • 16.13.9 SMART CLOTHING AND AI E-TEXTILES (8 company profiles)
    • 16.13.10 WEARABLE AI CHIPS AND COMPUTE PLATFORMS (5 company profiles)
    • 16.13.11 SPORTS AND PERFORMANCE AI WEARABLES (3 company profiles)
    • 16.13.12 REMOTE PATIENT MONITORING PLATFORMS (5 company profiles)

17 REGIONAL MARKETS

  • 17.1 NORTH AMERICA
    • 17.1.1 Market Position
    • 17.1.2 Strategic Advantages
    • 17.1.3 Constraints
  • 17.2 EUROPE
    • 17.2.1 Market Position
    • 17.2.2 Strategic Advantages
    • 17.2.3 Constraints
    • 17.2.4 Country-Level Dynamics
  • 17.3 CHINA
    • 17.3.1 Market Position
    • 17.3.2 Structural Advantages
    • 17.3.3 Constraints
  • 17.4 ASIA-PACIFIC (EX-CHINA)
    • 17.4.1 Japan
    • 17.4.2 South Korea
    • 17.4.3 India
    • 17.4.4 Singapore and Southeast Asia
  • 17.5 REST OF WORLD
    • 17.5.1 Middle East
    • 17.5.2 Latin America
    • 17.5.3 Africa

18 COMPETITIVE LANDSCAPE AND INVESTMENT

  • 18.1 The Investment Surge
  • 18.2 Investment Themes
  • 18.3 Competitive Dynamics by Layer
  • 18.4 Key Strategic Battlegrounds
  • 18.5 Leading Physical AI Investors
  • 18.6 M&A Landscape
  • 18.7 The AMI Labs Strategic Position

19 KEY BARRIERS TO PHYSICAL AI ADOPTION

  • 19.1 Technical Barriers
  • 19.2 Economic Barriers
  • 19.3 Regulatory Barriers

20 REGULATORY FRAMEWORKS

  • 20.1 United States
  • 20.2 European Union
  • 20.3 China
  • 20.4 The Regulatory Divergence Risk

21 PHYSICAL AI SOVEREIGNTY AND GEOPOLITICS

  • 21.1 The New Geography of Technological Power
  • 21.2 The US-China Physical AI Competition
  • 21.3 Europe's Strategic Dilemma
  • 21.4 The Middle Power Opportunity
  • 21.5 Physical AI and the Future of Industrial Sovereignty

22 EMERGING PHYSICAL AI FRONTIERS (2028-2040)

  • 22.1 The Convergence Horizon
  • 22.2 Brain-Computer Interfaces and Physical AI
  • 22.3 Quantum Sensing and Physical AI Perception
  • 22.4 Biological-Physical AI Integration
  • 22.5 Climate Physical AI

23 CONCLUSIONS AND OUTLOOK

  • 23.1 The Decade Ahead
  • 23.2 The Three Decisive Variables
  • 23.3 The Fundamental Insight

24 APPENDIX

  • 24.1 RESEARCH METHODOLOGY
    • 24.1.1 Report Scope and Definitions
    • 24.1.2 Data Sources
    • 24.1.3 Market Sizing Methodology
    • 24.1.4 Limitations and Key Assumptions
  • 24.2 GLOSSARY OF PHYSICAL AI TERMS

25 REFERENCES

List of Tables

  • Table 1. Humanoid Robot Bill of Materials Compression 2025-2040 (USD per robot)
  • Table 2. Global Robotics Investment by Funding Category 2015-2025 (USD Billions)
  • Table 3. Key modalities by application:
  • Table 4. Foundation Models for Robotics - Status as of Q1 2026.
  • Table 5. Competitive Edge AI Landscape
  • Table 6. Global AI Chip Market Revenue by End Market, 2020-2040 (USD Billions)
  • Table 7. Global AI Chip Market Revenue by Architecture, 2020-2040 (USD Billions)
  • Table 8. Key Players in AI Chips by Application Category
  • Table 9. Global AI Chip Market Revenue by Region, 2020-2040 (USD Billions)
  • Table 10. National AI Chip Government Funding and Initiatives
  • Table 11. Global Physical AI Market - Total Addressable Market Summary 2026-2040
  • Table 12. Physical AI Value Pool Analysis by Stack Layer (Base Case, 2030)
  • Table 13. Global Physical AI Market - Scenario Forecasts (USD Billions)
  • Table 14. Global Industrial Robot Market by Region 2020-2040 (USD Millions)
  • Table 15. Global Cobot Market by Payload Capacity 2025-2045 (USD Millions)
  • Table 16. Autonomous Vehicle and Mobility Market Size 2026-2040 (USD Billions)
  • Table 17. SAE Autonomy Level Commercial Status (Q1 2026)
  • Table 18. Waymo Operational Metrics 2022-2026
  • Table 19. Global eVTOL Air Taxi Sales Forecast 2026-2040 (Units)
  • Table 20. eVTOL Sales by Application 2026-2040 (Units)
  • Table 21. eVTOL Sales by Architecture Type 2026-2040 (Units)
  • Table 22. eVTOL Revenue Value Chain - Selected Segments 2026 vs. 2036
  • Table 23. eVTOL Certification Status (Q1 2026)
  • Table 24. Vertiport Deployment Forecast 2026-2040
  • Table 25. Autonomous Vehicle SAE Level 4/5 Regulatory Comparison
  • Table 26. Global Humanoid Robot Market - Unified Forecast 2024-2040
  • Table 27. Three-Wave Adoption Model for Humanoid Robots
  • Table 28. 2025 Market Concentration
  • Table 29. Regional Production Capacity (2036 Projection):
  • Table 30. Current Humanoid Robot Pricing (2025-2026)
  • Table 31. Smart Infrastructure & Built Environment Market Sizing 2025-2040 (Billion USD)
  • Table 32. Healthcare Physical AI Market Sizing 2025-2040 (Billions USD)
  • Table 33. Surgical Robotics Competitive Landscape (Q1 2026)
  • Table 34. Medical Exoskeleton Applications and Market
  • Table 35. Smart Farming Physical AI Market - Revenue by Technology 2023-2040 (USD Billions)
  • Table 36. Smart Farming Physical AI Market - Revenue by Region 2023-2040 (USD Billions)
  • Table 37. Defense & Security Physical AI Market Sizing 2025-2040
  • Table 38. Space Robotics & Extreme Environment Physical AI Market 2025-2040
  • Table 39. Consumer Physical AI & Smart Home Market 2025-2040 (USD Billions)
  • Table 40. Global Wearable Electronics Market Forecast 2024-2040
  • Table 41. Wearable Electronics Market by Product Category 2026 vs. 2036
  • Table 42. Global Consumer Wearable Electronics by Type (Million Units)
  • Table 43. Global Wearable Electronics Market Leaders by Shipment Volume, 2025
  • Table 44. XR Wearable Technology Roadmap 2026-2040
  • Table 45. North America Physical AI Market ($B)
  • Table 46. European Physical AI Market ($B)
  • Table 47. China Physical AI Market ($B)
  • Table 48. Largest Physical AI Funding Rounds (Selected, 2024-2026)
  • Table 49. Physical AI Value Chain Competitive Intensity
  • Table 50. Most Active Physical AI Investors (2023-2026)

List of Figures

  • Figure 1. Technology Readiness Level (TRL) Assessment by Application
  • Figure 2. Global AI Chip Market Revenue by End Market, 2020-2040 (USD Billions)
  • Figure 3. Global AI Chip Market Revenue by Architecture, 2020-2040 (USD Billions)
  • Figure 4. Global Physical AI Market - Scenario Forecasts (USD Billions)
  • Figure 5. Global Industrial Robot Market by Region 2020-2040 (USD Millions)
  • Figure 6. Global Cobot Market by Payload Capacity 2025-2045 (USD Millions)
  • Figure 7. Agility Robotics Digit.
  • Figure 8. Doosan A0509S Collaborative Robot
  • Figure 9. JAKA Pro 5 collaborative robot
  • Figure 10. Autonomous Vehicle and Mobility Market Size 2026-2040 (USD Billions)
  • Figure 11. eVTOL Sales by Application 2026-2040 (Units)
  • Figure 12. eVTOL Sales by Architecture Type 2026-2040 (Units)
  • Figure 13. Waymo self-driving car.
  • Figure 14. Nuro delivery robot.
  • Figure 15. Dronamics Black Swan
  • Figure 16. Mann delivery drone.
  • Figure 17. EHang EH216-S
  • Figure 18. Vertical Aerospace eVOTL aircraft.
  • Figure 19. NEO by 1X
  • Figure 20. Agibot A2 Humanoid Robot
  • Figure 21. Reflex Robotics' wheeled humanoid robot
  • Figure 22. Richtech Robotics
  • Figure 23. Unitree G1 Humanoid Robot
  • Figure 24. Smart Infrastructure & Built Environment Market Sizing 2025-2040 (Billion USD)
  • Figure 25. whereable.ai's Autonomous Indoor Shuttle "linq"
  • Figure 26. Cobalt Robotics Autonomous Security Robots
  • Figure 27. Loki Cleaning Robot.
  • Figure 28. UVD Disinfection Robot
  • Figure 29. Healthcare Physical AI Market Sizing 2025-2040
  • Figure 30. ActivSight Enhanced Visualization Module
  • Figure 31. Smart Farming Physical AI Market - Revenue by Technology 2023-2040 (USD Billions)
  • Figure 32. Smart Farming Physical AI Market - Revenue by Region 2023-2040 (USD Billions)
  • Figure 33. FarmWise Titan FT-35
  • Figure 34. Defense & Security Physical AI Market Sizing 2025-2040
  • Figure 35. Vision 60
  • Figure 36. InstantEye Gen-5
  • Figure 37. Knightscope K5
  • Figure 38. Space Robotics & Extreme Environment Physical AI Market 2025-2040
  • Figure 39. Consumer Physical AI & Smart Home Market 2025-2040 (USD Billions)
  • Figure 40. RayNeo X2
  • Figure 41. Zuper Glass
  • Figure 42. Crown EEG headset