机器人技术：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

预计2024年全球机器人市场规模将达到1,027.5亿美元，2029年将达到2,264.7亿美元，2024-2029年的复合年增长率为17.10%。

主要亮点

• 工业领域越来越多地采用自动化和先进製造解决方案，以及其他工业领域应用的先进机器人市场的开拓为所研究市场的成长创造了良好的前景。由于需求不断增长，人们在机器人领域进行了大量投资。
• 根据国际机器人联合会（IFR）的数据，对机器人的需求继续主要受到新汽车生产设施投资和工业设施现代化的推动。 2024年4月，IFR报告称，由于美国製造商自动化投资激增，2023年美国工业机器人安装数量将增加12%，总合达到44,303台。特别是汽车产业成长了 1%，2023 年安装了 14,678 台机器人，创下新纪录。
• 数位化和工业 4.0 革命正在推动各行业自动化的发展，因此需要采用机器人等先进的自动化解决方案来优化生产流程。机器人技术融合了工业 4.0 的几个关键要素，例如连接性和资料。不断的技术进步和创新促进了功能增强的先进机器人的开拓，进一步推动了市场成长。
• 2024 年 4 月，全球协作机器人领导者优傲机器人 (UR) 将标准机器人命令介面 (SRCI) 纳入其软体中。作为首批引入此功能的协作机器人提供者之一，UR 处于领先地位。 SRCI 是机器人领域的新兴标准，旨在简化可程式逻辑控制器 (PLC) 和机器人之间的介面。透过将 SRCI 无缝整合到其软体中，UR 增强了协作机器人连接性，并确保客户与西门子 PLC 顺利配对。
• 随着新疾病和医学病症的出现，这些活动增加了药物发现和实验室测试的复杂性。机器人因其精度和速度而在实验室工作中越来越受欢迎。机器人在药物发现方面具有巨大潜力，并将增强研发过程。机器人可以提高吞吐量、加快药物输送速度，最终降低消费者的成本。
• 世界各地的许多公司正在使用机器人技术实现仓库自动化，以节省人事费用。 2024 年 3 月，LG Business Solutions USA 发表了一款先进的新型自动化仓库机器人 LG CLOi CarryBot。 LG 旨在透过新型 LG CLOi CarryBot 系列自主移动机器人 (AMR) 在仓库效率和灵活性方面树立新标准。这些机器人旨在智慧地导航复杂的楼层平面图，以可自订的配置移动和交付有效负载，并由工人装载和卸载。
• 然而，引入工业机器人的高成本等因素仍是研究市场成长的主要挑战，特别是在消费者对价格相对敏感的新兴市场。缺乏技术专业知识可能会限制先进机器人在工业领域的采用。
• 鑑于工业和服务机器人的高投资价值，经济放缓、地缘政治问题等宏观经济因素也对市场成长产生重大影响。由于各国主要投资于国防与军事领域，俄罗斯与乌克兰战争、以色列与哈马斯战争、美国中贸易战等地缘政治衝突将进一步减缓对机器人的需求。

机器人市场趋势

服务机器人可望大幅成长

• 服务机器人是专为协助人类工作者有效率且便利地完成服务相关任务而开发的机器人解决方案。这些机器人使用也可以手动控制的内部控制系统，提供全自动或半自动化服务，有时与移动底座和机械臂结合使用。服务机器人在住宅/个人、工业和商业等不同领域有多种应用。
• 医疗领域对服务机器人的需求正在显着成长。随着医疗机器人系统进行手术的增加，市场产品创新率也有望进一步提高。 2024 年 6 月，古吉拉突邦医疗设备製造商 Meril 推出了最新创新成果 MISSO 手术机器人技术。这种最先进的系统旨在在膝关节关节重建手术期间即时协助医生。 Meril 估计 MISSO 有潜力将这些手术的成本降低多达 66%。
• 根据 NIOSH 的数据，医护人员是美国最危险的工业工作之一，非致命的职业伤害和疾病数量最多。麻省理工学院（麻省理工学院）和密西根大学等知名组织正在研究将小型紧凑型机器人引入医疗领域并增强其易用性和应用的技术。
• 2024年5月，我们宣布开始对美敦力（Medtronic）（机器人辅助手术系统）Hugo进行进一步的临床试验。目的是扩大其在疝气和妇科手术中的应用。这些研究至关重要，因为Medtronic准备向 FDA 申请扩大 Hugo RAS 系统的使用。Medtronic目前在 25 个国家开展业务，已发表 100 多篇科学论文。
• 人口老化也是推动日本医疗保健和援助应用服务机器人部署大幅增加的主要因素之一。根据联合国资料，预计到2050年，全球65岁以上人口数量将大幅增加，约占世界人口的16%。
• 根据 IFR 的数据，家用机器人构成了最大的消费机器人群。吸尘器和其他室内地板清洁机器人是目前使用最多的应用。到2023年，家庭任务机器人出货量预计将达到4,860万台，娱乐机器人出货量将达到670万台。新兴市场的开拓预计将推动未来市场的成长。

亚太地区占主要市场占有率

• 由于工业和自动化领域的快速成长，机器人的大量采用，预计亚太地区将占据很大的市场占有率。工业部门是推动亚太地区机器人产业的催化剂，中国、印度和日本等国家的成长显着。在汽车和包装等领域，各种机器人应用越来越多地被用于提高业务效率。根据IFR的数据，中国、日本和韩国是亚太地区工业机器人部署量排名前三名的国家。此外，中国在全球也处于领先地位。
• 汽车行业的成长以及对自动驾驶和电池式电动车日益增长的需求正在创造新的市场机会。例如，根据印度汽车工业协会（SIAM）的资料，2023年印度将生产约2,593万辆汽车，其中458万辆为乘用车，较上年大幅成长。
• 由于大规模电子和汽车製造业的发展，韩国和中国在机器人应用方面具有优势。 IEA预计，2023年中国电动车新註册量将达810万辆，与前一年同期比较成长35%。随着全球汽车相关企业大力投资先进生产技术，该地区的汽车产业预计将继续为机器人产业的成长做出重大贡献。
• 电动化正在成为汽车领域的主流，新产品工厂的投资预计将大幅增加，为受访市场创造商机。日本政府的目标是到 2050 年在日本销售的所有新车都是电动或混合动力汽车。这些趋势为所研究市场的成长创造了良好的前景。
• 该地区也面临人口老化问题，主要是在中国、韩国和日本等国家。根据人口和社会保障研究所的数据，预计到2070年，65岁及以上的人口将占日本人口的约40%。鑑于这些趋势，政府机构正计划将机器人用于多种目的，包括陪伴、劳动力和服务提供。例如，住宅发展局（新加坡）打算使用自主无人机和机器人来识别公共住宅的哪些区域需要清洁。主要目标是透过仅关注脏区域来减少清洁所需的水量。

机器人产业概况

机器人市场是半固体的，主要市场参与者包括：例如 ABB Ltd、Yaskawa Electric Corporation、Denso Corporation、Fanuc Corporation 和 Kuka AG。 市场上的主要供应商专注于扩大其全球足迹，并积极采取各种策略，包括联盟和收购，以加强其产品系列建立永续的竞争优势。

• 2024年4月，库卡与大众签署了一项重要协议，今年将交付700多台机器人，并在未来两年内进一步部署。这些机器人由 KUKA 的热门型号 KR QUANTEC 提供动力，将安装在西班牙北部潘普洛纳的大众 Navarra 工厂。该机器人的主要作用将是白车身生产线。此举凸显了大众汽车致力于加强其欧洲汽车生产能力的承诺。
• 2023年11月，安川电机公司发布了“MOTOMAN NEXT系列”，该系列有5种型号（4kg、7kg、10kg、20kg和35kg），有效承重能力从4kg到35kg。这款下一代机器人代表了产业格局的一个重要里程碑，是第一个能够自主适应环境并做出独立决策的机器人。

其他好处

• Excel 格式的市场预测 (ME) 表
• 3 个月分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 买方议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 产业价值链分析
• COVID-19 后遗症和其他宏观经济因素对市场的影响
• 工业生态系中协作机器人的演变

第五章市场动态

• 市场驱动因素
  • 工业4.0到来，推动自动化
  • 日益重视安全
  • 石油和天然气产业的需求
• 市场限制因素
  • 安装成本高

第六章 市场细分

• 按类型
  • 工业的
  • 服务
• 按最终用户
  • 工业机器人终端用户
    • 车
    • 食品/饮料
    • 电子产品
    • 其他工业机器人终端用户
  • 服务机器人最终用户
    • 后勤
    • 军事/国防
    • 医疗/保健
    • 其他服务机器人最终用户
• 按地区
  • 北美洲
  • 欧洲
  • 亚洲
  • 澳洲/纽西兰
  • 拉丁美洲
  • 中东/非洲

第七章 竞争格局

• 公司简介
  • ABB Ltd
  • Yaskawa Electric Corporation
  • Denso Corporation
  • Fanuc Corporation
  • Kuka AG
  • Kawasaki Heavy Industries Ltd.
  • Toshiba Corporation
  • Panasonic Corporation
  • Staubli International AG
  • Nachi Robotic Systems Inc.
  • Yamaha Motor Co. Ltd
  • Seiko Epson Corporation
  • Comau SpA（Stellantis NV）
  • Omron Adept Technologies Inc.
  • Intuitive Surgical Inc.
  • Stryker Corporation

第八章投资分析

第9章市场的未来

The Robotics Market size is estimated at USD 102.75 billion in 2024, and is expected to reach USD 226.47 billion by 2029, growing at a CAGR of 17.10% during the forecast period (2024-2029).

Key Highlights

• The growing adoption of automation and advanced manufacturing solutions in the industrial sector and the development of advanced robots for applications across other industries create a favorable outlook for the growth of the market studied. Due to the increased demand, numerous investments have been made in the robotics sector.
• As per the International Federation of Robotics (IFR), the demand for robots continues to be fueled significantly by investments in new car production facilities and the modernization of industrial facilities. In April 2024, IFR reported that due to a surge in automation investments by US manufacturing companies, industrial robot installations in the United States spiked by 12% in 2023, totaling 44,303 units. Notably, the automotive segment saw a 1% sales increase, setting a new record with 14,678 robots installed in 2023.
• Digitization and the Industry 4.0 revolution have driven the growth of automation across industries, necessitating the adoption of advanced and automated solutions, such as robotics, optimizing production processes. Robotics incorporates several key elements of Industry 4.0, including connectivity and data. Continuous technological advancements and innovations have led to the development of advanced robots with improved functionality, further fueling market growth.
• In April 2024, Universal Robots (UR), the global leader in collaborative robotics, incorporated the Standard Robot Command Interface (SRCI) into its software. UR stands at the forefront as one of the pioneering cobot providers to introduce this feature. SRCI, a novel standard in the robotics realm, is designed to streamline the interface between programmable logic controllers (PLCs) and robots. By seamlessly integrating SRCI into its software, UR bolsters the connectivity of its cobots and guarantees customers a smooth pairing with Siemens PLCs.
• With the emergence of new diseases and medical disorders, these activities increase the complexity of drug discovery and laboratory testing. Robots are gaining traction in laboratory tasks due to their precision and speed. Robots hold significant promise in drug discovery, enhancing research and development processes. They boost throughput, expediting drug delivery to the market and ultimately reducing costs for consumers.
• Many businesses worldwide are automating their warehouses with robotics to save money on labor costs. In March 2024, LG Business Solutions USA launched an advanced new automated warehouse robot - LG CLOi CarryBot. LG aims to set a new standard for warehouse efficiency and flexibility with the new LG CLOi CarryBot family of autonomous mobile robots (AMRs). These robots are designed to navigate complex floor plans intelligently and to move and deliver payloads in customizable configurations, with loading and unloading performed by workers.
• However, factors such as the higher installation cost of industrial robots remain among the major challenging factors for the growth of the market studied, especially in developing regions wherein the price sensitivity of the consumers is comparatively higher. A lack of technical expertise may restrict the adoption of advanced robots in the industrial sector.
• Macroeconomic factors, such as economic slowdown, geopolitical issues, etc., also influence the market's growth significantly, considering the high investment value of industrial and service robots. Geopolitical conflicts, such as the Russia-Ukraine War, the Israel-Hamas War, and the US-China trade war, further slow down the demand for robots as countries majorly invest in the defense and military sectors.

Robotics Market Trends

Service Robotics is Expected to Witness Significant Growth

• Service robots are robotic solutions developed specifically to assist human workers in completing service-related tasks efficiently and conveniently. By using an internal control system that can also be controlled manually, these robots provide fully or semi-automatic services through the combination of a mobile base and a robotic arm in some cases. Service robots find various applications across various sectors, including residential/personal use, industrial, commercial, etc.
• The demand for service robots has grown significantly in the medical sector. As medical robot systems-assisted surgeries increase, product innovation rates in the market are also anticipated to increase further. In June 2024, Meril, a medical devices company based in Gujarat, unveiled its latest innovation: the MISSO surgical robotic technology. This cutting-edge system is designed to aid doctors during knee replacement surgeries in real-time. Meril anticipates that MISSO could potentially reduce the cost of these surgeries by up to 66%.
• According to NIOSH, healthcare workers have among the most hazardous industrial jobs in the United States, with the highest number of nonfatal occupational injuries and illnesses. Reputed organizations like MIT and the University of Michigan are working on the technology to deliver small and compact robots to the medical sector to enhance their usability and application areas.
• In May 2024, Medtronic (announced its commencement of further clinical trials for its Hugo robotic-assisted surgery system. The aim is to broaden its applications to include hernia and gynecological procedures. These studies are crucial as Medtronic gears up for an FDA submission for the expanded use of the Hugo RAS system. With a growing presence in 25 countries and over 100 scientific publications worldwide, Medtronic is now eyeing three distinct applications for its Hugo system.
• The aging population is also one of the primary drivers of the significant increase in the deployment of service robots in domestic healthcare and assistance applications. According to data from the United Nations, the global population of people over 65 years is expected to grow significantly and may account for about 16% of the global population by 2050.
• According to IFR, robots for domestic tasks constituted the largest group of consumer robots. Vacuuming and other indoor domestic floor cleaning robots are currently the most used applications. In 2023, the shipments of robots for domestic tasks and entertainment robots are anticipated to reach 48.6 million and 6.7 million, respectively. Such developments are expected to drive the market's growth in the future.

Asia-Pacific Holds a Major Market Share

• Asia-Pacific is anticipated to hold a significant market share due to the considerable adoption of robots owing to rapid growth in the industrial and automation sectors. With notable expansions in countries like China, India, and Japan, the industrial sector is a catalyst propelling the robotics industry in Asia-Pacific. Sectors like automotive and packaging increasingly leverage diverse robotic applications to enhance operational efficiency. According to IFR, China, Japan, and South Korea are among the top three countries in Asia-Pacific that have adopted industrial robots. China is also the leading country globally.
• The growing automotive industry and increased demand for autonomous and battery electric vehicles create new market opportunities. For instance, data from the Society of Indian Automobile Manufacturers (SIAM) for 2023 revealed that India produced around 25.93 million vehicles, of which 4.58 million were passenger vehicles, representing a significant surge compared to previous years.
• South Korea and China are dominant in adopting robotics due to the massive electronic and automotive manufacturing industry deployment. According to the IEA, new electric car registrations in China hit 8.1 million in 2023, marking a 35% increase from the previous year as consumers switched from gas-guzzler models due to government subsidies and high oil prices. The region's automotive sector is anticipated to remain among the leading contributors to the growth of the robotics industry as the entry of global automotive players who spend big on advanced production technologies significantly drives the adoption of industrial robots.
• With the electrification trend becoming mainstream in the automotive sector, investment in new product plants is anticipated to grow significantly, creating opportunities in the studied market. By 2050, the Japanese government aims to ensure that all new cars sold in Japan will be electric or hybrid. Such trends create a favorable outlook for the growth of the market studied.
• The region also faces an aging population, mainly in countries such as China, South Korea, and Japan. According to the Institute of Population and Social Security Research, the population aged 65 and over 65 is anticipated to make up about 40% of the people in Japan by 2070. Considering such trends, government organizations plan to rely more on robots for various purposes, including companionship, as a workforce, and to provide services. For instance, the Housing Development Board (Singapore) intends to adopt autonomous drones or robots to identify which parts of public housing blocks need cleaning. The primary aim is to reduce the water required to clean by focusing only on the dirty areas.

Robotics Industry Overview

The robotics market is semi-consolidated, with significant market players such as ABB Ltd, Yaskawa Electric Corporation, Denso Corporation, Fanuc Corporation, and Kuka AG. Leading market vendors are focusing on expanding their base globally. Key vendors in the market are actively pursuing various strategies, including partnerships and acquisitions, to enhance their product portfolios and establish sustainable competitive advantages.

• April 2024: KUKA and Volkswagen signed a significant deal that outlines the delivery of 700+ robots in the current year, with plans for an additional rollout over the next two years. These robots, featuring KUKA's popular model, the KR QUANTEC, are slated for installation at Volkswagen Navarra in Pamplona, Northern Spain. Their primary role will be in the body-in-white production line. This move underscores Volkswagen's commitment to bolstering its European automotive manufacturing capabilities.
• November 2023: Yaskawa Electric Corporation unveiled the "MOTOMAN NEXT series," featuring five models with payload capacities ranging from 4 kg to 35 kg (4 kg, 7 kg, 10 kg, 20 kg, and 35 kg). This next-generation robot marks a significant milestone in the industrial robotics landscape, being the first to exhibit autonomous adaptivity to its environment and the ability to make independent judgments.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market
• 4.5 Evolution of Collaborative Robots in the Industrial Ecosystem

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Advent of Industry 4.0 Driving Automation
  • 5.1.2 Increasing Emphasis on Safety
  • 5.1.3 Demand from the Oil & Gas Industry
• 5.2 Market Restraints
  • 5.2.1 High Cost of Installation

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Industrial
  • 6.1.2 Service
• 6.2 By End User
  • 6.2.1 End Users of Industrial Robots
    • 6.2.1.1 Automotive
    • 6.2.1.2 Food & Beverage
    • 6.2.1.3 Electronics
    • 6.2.1.4 Other End Users of Industrial Robots
  • 6.2.2 End Users of Service Robots
    • 6.2.2.1 Logistics
    • 6.2.2.2 Military and Defense
    • 6.2.2.3 Medical and Healthcare
    • 6.2.2.4 Other End Users of Service Robots
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia
  • 6.3.4 Australia And New Zealand
  • 6.3.5 Latin America
  • 6.3.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 ABB Ltd
  • 7.1.2 Yaskawa Electric Corporation
  • 7.1.3 Denso Corporation
  • 7.1.4 Fanuc Corporation
  • 7.1.5 Kuka AG
  • 7.1.6 Kawasaki Heavy Industries Ltd.
  • 7.1.7 Toshiba Corporation
  • 7.1.8 Panasonic Corporation
  • 7.1.9 Staubli International AG
  • 7.1.10 Nachi Robotic Systems Inc.
  • 7.1.11 Yamaha Motor Co. Ltd
  • 7.1.12 Seiko Epson Corporation
  • 7.1.13 Comau SpA (Stellantis NV)
  • 7.1.14 Omron Adept Technologies Inc.
  • 7.1.15 Intuitive Surgical Inc.
  • 7.1.16 Stryker Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET