自主配送机器人：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

目前，自动送货机器人市场价值 11.1 亿美元，预计到 2030 年将达到 28 亿美元，复合年增长率为 20.33%。

劳动力短缺加剧、技术快速成熟以及有利于人行道机器人部署的配套法规推动了市场成长。领先的物流公司仍然将这项技术视为关键任务。光是亚马逊就计划透过机器人解决方案实现自动化，从而节省2000亿美元。到2024年，北美将以32.1%的市占率引领市场，亚太地区紧随其后，市占率为25%，这主要得益于人口老化推动了对非接触式医疗物流的需求。户外人行道机器人将占据主导地位，市场份额高达58%，而混合动力全地形机器人将以27.8%的复合年增长率成为增长最快的车型，这表明市场明显偏好能够同时适应都市区和室内路线的平台。随着创投支持的专业公司与配送平台合作扩大车队规模，以及传统汽车企业积极开拓医疗保健和工业领域，市场竞争将持续激烈。儘管有效载荷限制和雷射雷达的高成本仍然是阻碍因素，但感测器价格的快速下降和新的社区参与策略预计将在预测期内扩大潜在用户群。

全球自主配送机器人市场趋势与洞察

按需杂货配送的快速扩张

按需生鲜配送服务能够为自动驾驶车队带来永续的单位经济效益，因为高订单密度可以抵消传统司机的成本。克罗格已在其达拉斯营运中整合了无人驾驶卡车，以加快履约并降低物流成本。零售商也正在引进店内货架扫描机器人，以减少因缺货造成的4.5%的收入损失，例如斯巴达纳许公司在60家门市部署了Simbe Robotics的机器人。总而言之，这些倡议表明，连锁超市正在将机器人技术从试点阶段推进到核心基础设施阶段，扩大了末端配送机器人可处理的订单量。

劳动力短缺日益严重和工资上涨

北美地区的履约中心正面临严重的员工短缺问题，迫使企业转向自动化替代方案。预计到2030年，美国製造业将出现200万名工人缺口，而最后一公里配送司机的离职率也加剧了成本压力。工业机器人的价格在过去十年中下降了50%，安永会计师事务所预测价格也将进一步下降。提高都市区的配送密度将使营运商能够达到运转率目标，并加快自动化资产的投资回报。

光达和感测器套件的前期成本很高

导航硬体通常是送货机器人最大的投资项目。像Sonair这样的新型超音波感测器可以将感测器成本降低高达80%，同时保持180度×180度的侦测范围。 Kirken的无雷射雷达视觉系统已经在公共人行道上获利运行，证明经济高效的感测技术可以满足可靠性阈值。这些新型感测器组合的广泛应用仍需获得监管部门的检验。

细分市场分析

到2024年，户外机器人将占总收入的58%，并透过人行道试验推动自动配送机器人市场的发展。这一主导地位得益于与食品聚合平台和地方监管机构建立的可靠伙伴关係，从而实现了可扩展的城市部署。营运商不断改进底盘，使其能够更好地适应路缘、人行横道和行人互动，从而持续加强在都市区的业务。

随着零售和餐旅服务业客户对无缝衔接的门到门服务的需求日益增长，混合动力全地形车正以27.8%的复合年增长率快速扩张。供应商们正积极响应这项需求，整合四轮转向、模组化货舱和重型悬吊等技术，例如Avride转向NVIDIA驱动的四轮平台。室内服务机器人则在校园和医院等场所占据着一定的市场地位，因为在这些场所，即使没有完整的街道感知能力，也能在受控的走廊中实现高度自主运作。

预计到2024年，食品配送仍将占据42.5%的收入份额，证明频繁的小批量订单仍然是自动配送机器人市场的主要支撑。高重复性优化了资产利用率，简化了路线学习，从而提升了Serve Robotics等平台的车队盈利。

随着零售商追求一小时内履约，食品杂货和便利商店产业将以每年24.3%的速度成长。机器人将配备温控托特包和送货上门通讯协定，从而改善受购物篮大小和小费影响的经济效益。宅配服务也在不断发展，但目前负载容量仍受限于较重的商品种类，并且暂时仍将专注于较轻的电商订单。

区域分析

预计到2024年，北美将维持32.1%的市场份额，这反映出高薪通膨和各州监管政策的差异。加州和德克萨斯州在都市区试点方面最为先进，Uber Eats旗下的Serve Robotics计划在2025年底前部署2000台机器人。 Grubhub和Yandex计划在250个校园部署机器人，预计将打造全球最密集的机器人网路。

亚太地区紧随其后，持股比例为25%，主要得益于日本和韩国加速推进医疗保健和智慧城市计画。韩国的行人友善法规将机器人的速度限制在15公里/小时，重量限制在500公斤，这为在多用户住宅和医院进行商业性测试打开了大门。丰田的Potaro系统旨在应用于医院，凸显了亚太地区对老化相关物流的关注。

欧洲严格的ESG（环境、社会和治理）法规对市中心的柴油货车进行处罚，为其提供了稳固的收入基础。 Starship Technologies公司在德国和英国运营，并获得了监管豁免，允许低速机器人在步行街上共用。营运商仍在应对复杂的多司法管辖区核准流程，这减缓了其扩张的速度，但环境方面的利多因素意味着该技术正稳步普及。

其他福利：

• Excel格式的市场预测（ME）表
• 3个月的分析师支持

目录

第一章 引言

• 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 市场情势

• 市场概览
• 市场驱动因素
  • 亚洲都市区按需生鲜宅配业务快速扩张
  • 北美劳动力短缺和工资通膨上升
  • 在欧盟，以环境、社会和治理（ESG）主导，推广「最后一公里」零排放车辆
  • 随着人口老化，日本医院分娩自动化正在推进。
  • 中东豪华饭店对全天候无人服务的需求
  • 5G边缘运算提升了密集城市核心区域的机器人自主性
• 市场限制
  • 美国各城市的行人道管理规定不尽相同
  • 有效负载容量限制了散货运输的投资回报率。
  • 光达和感测器套件的前期成本很高
  • 美国都市区的故意破坏和窃盗行为
• 价值链分析
• 技术展望
• 宏观趋势分析及影响分析
• 监理展望
• 波特五力分析
  • 新进入者的威胁
  • 买方的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争对手之间的竞争
• 投资与资金筹措分析

第五章 市场规模与成长预测

• 按机器人类型
  • 室内服务机器人
  • 户外自主配送机器人
  • 混合动力全地形机器人
• 透过使用
  • 外卖
  • 杂货和便利配送
  • 小包裹与宅配（电子商务）
  • 医疗用品和药品
  • 饭店客房服务
  • 工业园区物流
• 按载重能力
  • 10公斤以下
  • 10-25 kg
  • 25-80 kg
  • 超过80公斤
• 按最终用户行业划分
  • 医疗机构
  • 饭店及餐饮服务
  • 零售与电子商务物流
  • 企业和大学校园
  • 机场和交通枢纽
  • 智慧城市和地方政府机构
• 按组件
  • 硬体
  • 软体/人工智慧堆迭
  • 售后服务与车队管理
• 依推进类型
  • 电池
  • 氢燃料电池
  • 混合能量收集
• 依自主程度
  • 半自动型（人工监控型）
  • 完全自主（4级）
  • 集群/集群型自治网路（第 5 级）
• 按地区
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 智利
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 义大利
    • 西班牙
  • 中东
    • 阿拉伯聯合大公国
    • 沙乌地阿拉伯
    • 土耳其
  • 非洲
    • 南非
    • 肯亚
  • 亚太地区
    • 中国
    • 澳洲
    • 日本
    • 新加坡
    • 印度
    • 韩国

第六章 竞争情势

• 市场集中度
• 策略趋势
• 市占率分析
• 公司简介
  • Starship Technologies
  • Nuro Inc.
  • Kiwibot
  • Serve Robotics Inc.
  • Ottonomy.IO
  • Relay Robotics Inc.
  • Postmates Inc.（Serve by Uber）
  • Aethon Inc.
  • Segway Robotics Inc.
  • Neolix
  • Udelv Inc.
  • JD Logistics（Jian Robots）
  • Alibaba Cainiao（Xiaomanlv）
  • Yandex Rover
  • FedEx Roxo
  • Amazon Scout
  • Rival Robotics Inc.
  • TeleRetail（Aitonomi AG）
  • Daxbot
  • Locus Robotics（campus variant）
  • Kiwi Campus SAS

第七章 市场机会与未来展望

The autonomous delivery robots market is currently valued at USD 1.11 billion and is projected to reach USD 2.8 billion by 2030, advancing at a 20.33% CAGR.

Growth is grounded in rising labor shortages, swift technological maturation, and supportive regulations that ease sidewalk deployments. Major logistics spenders continue to view the technology as mission-critical; Amazon alone targets USD 200 billion of automation savings through robotic solutions. North America leads adoption thanks to 32.1% 2024 share, while Asia-Pacific follows at 25% as aging populations increase demand for contact-free healthcare logistics. Outdoor sidewalk robots dominate with 58% share, and hybrid all-terrain units post the fastest 27.8% CAGR, signaling a clear preference for platforms that handle both urban and indoor routes. Competitive activity remains intense as venture-backed specialists scale fleets in partnership with delivery platforms, while automotive incumbents pursue healthcare and industrial niches. Headwinds tied to payload limits and high LiDAR costs persist, yet rapid sensor price declines and new community-engagement strategies point to a wider addressable base over the forecast horizon.

Global Autonomous Delivery Robots Market Trends and Insights

Rapid Expansion of On-Demand Grocery Delivery

On-demand grocery services now anchor sustainable unit economics for autonomous fleets because high order density offsets traditional driver costs. Kroger integrated driverless trucks into its Dallas operations to accelerate fulfillment and trim logistics spend. Retailers also embed in-store shelf-scanning robots to reduce the documented 4.5% revenue leakage linked to stock-outs, as shown by Simbe Robotics' rollout across 60 SpartanNash stores. Together these moves confirm that grocery chains are shifting robotics from pilot status to core infrastructure, widening order volumes available to last-mile robots.

Rising Labor Shortages and Wage Inflation

North American fulfillment centers face acute staffing gaps that push companies toward automated alternatives. The U.S. manufacturing sector projects a 2 million-worker shortage by 2030, and last-mile driver turnover amplifies cost pressure. Falling industrial robot prices-down 50% in the past decade-and further declines predicted by EY strengthen the investment case. High urban delivery density then allows operators to hit utilization targets that yield faster payback on autonomous assets.

High Upfront Cost of LiDAR and Sensor Suites

Navigation hardware often accounts for the largest capital item in a delivery robot. Emerging ultrasonic alternatives such as Sonair cut sensor spend by up to 80% while keeping a 180 X 180 degree detection envelope. Cartken's lidar-free vision stack already operates profitably on public sidewalks, proving that cost-efficient sensing can meet reliability thresholds. Even so, broad rollout waits on regulatory validation of these novel sensor mixes.

Other drivers and restraints analyzed in the detailed report include:

1. ESG-Driven Push for Zero-Emission Last-Mile Vehicles
2. Aging Population Spurring Intra-Hospital Delivery Automation
3. Vandalism and Theft Incidents in South-American Metros

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Outdoor robots generated 58% of 2024 revenue, anchoring the autonomous delivery robots market through well-tested sidewalk operations. This dominance reflects reliable partnerships with food aggregators and local regulators that allow scalable city deployments. Operators continue to refine chassis for curbs, crosswalks, and pedestrian interaction, reinforcing their urban stronghold.

Hybrid all-terrain units expand rapidly at 27.8% CAGR because retail and hospitality customers ask for seamless door-to-door service that crosses thresholds. Suppliers respond by integrating four-wheel steering, modular cargo pods, and ruggedized suspension, a trend evident in Avride's pivot to NVIDIA-powered four-wheel platforms. Indoor service robots maintain niche roles in campuses and hospitals where controlled corridors permit higher autonomy without full street-grade sensing.

Food delivery retained 42.5% revenue share in 2024, proving that frequent small-ticket orders still underpin the autonomous delivery robots market. High repetition optimizes asset utilization and simplifies route learning, supporting fleet-level profitability for platforms such as Serve Robotics.

Grocery and convenience segments rise 24.3% annually as retailers chase sub-hour fulfillment. Robots accommodate temperature-controlled totes and door-step protocols that boost basket size and tip-influenced economics. Parcel courier services also advance, but payload ceilings still limit heavier SKUs, keeping focus on lightweight e-commerce orders for now.

The Autonomous Delivery Robots Market Report is Segmented by Robot Type (Indoor, Outdoor, Hybrid), Application (Food, Grocery, Parcel, and More), Load Capacity (Up To 10kg, 10-25kg, 25-80kg, Above 80kg), End-User (Healthcare, Hotels, Retail, and More), Component (Hardware, Software and More), Propulsion (Electric, Hydrogen, Hybrid), Level of Autonomy, and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America retained 32.1% share in 2024, reflecting high wage inflation and a supportive patchwork of state-level rules. California and Texas host the largest urban pilots, with Serve Robotics targeting 2,000 units by year-end 2025 under an Uber Eats framework. College-town deployments add scale; Grubhub and Yandex plan rollouts across 250 campuses, potentially forming the world's densest robot network.

Asia-Pacific followed with a 25% stake as Japan and South Korea accelerate healthcare and smart-city programs. South Korea's sidewalk-friendly legislation caps robot speed at 15 km/h and weight at 500 kg, unlocking commercial trials in apartment complexes and hospitals. Toyota's Potaro system shows the model for intra-hospital use, highlighting APAC's focus on aging-related logistics.

Europe contributes a solid revenue base, aided by stringent ESG mandates that penalize diesel vans in city centers. Starship Technologies operates in Germany and the UK under regulatory exemptions that let slow-moving robots share pedestrian zones. Operators still navigate complex, multi-jurisdiction approval processes, slowing scale, yet the environmental tailwinds keep adoption on a steady path.

1. Starship Technologies
2. Nuro Inc.
3. Kiwibot
4. Serve Robotics Inc.
5. Ottonomy.IO
6. Relay Robotics Inc.
7. Postmates Inc. (Serve by Uber)
8. Aethon Inc.
9. Segway Robotics Inc.
10. Neolix
11. Udelv Inc.
12. JD Logistics (Jian Robots)
13. Alibaba Cainiao (Xiaomanlv)
14. Yandex Rover
15. FedEx Roxo
16. Amazon Scout
17. Rival Robotics Inc.
18. TeleRetail (Aitonomi AG)
19. Daxbot
20. Locus Robotics (campus variant)
21. Kiwi Campus SAS

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 LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rapid expansion of on-demand grocery delivery in urban Asia
  • 4.2.2 Rising labor shortages and wage inflation in North-American fulfilment
  • 4.2.3 ESG-driven push for zero-emission last-mile vehicles in the EU
  • 4.2.4 Aging population spurring intra-hospital delivery automation in Japan
  • 4.2.5 24/7 contact-free services demand in Middle-East luxury hotels
  • 4.2.6 5G edge-compute enabling higher robot autonomy in dense city cores
• 4.3 Market Restraints
  • 4.3.1 Municipal sidewalk regulation variability in US cities
  • 4.3.2 Limited payload capacity restricting ROI for bulk goods
  • 4.3.3 High upfront cost of LiDAR and sensor suites
  • 4.3.4 Vandalism and theft incidents in S-American metros
• 4.4 Value-Chain Analysis
• 4.5 Technological Outlook
• 4.6 Impact of Macro-Trend Analysis
• 4.7 Regulatory Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Bargaining Power of Suppliers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry
• 4.9 Investment and Funding Analysis

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Robot Type
  • 5.1.1 Indoor Service Robots
  • 5.1.2 Outdoor Autonomous Delivery Robots
  • 5.1.3 Hybrid All-Terrain Robots
• 5.2 By Application
  • 5.2.1 Food Delivery
  • 5.2.2 Grocery and Convenience Deliveries
  • 5.2.3 Parcel and Courier (E-commerce)
  • 5.2.4 Healthcare Supply and Medication
  • 5.2.5 Hospitality Room-Service
  • 5.2.6 Industrial Campus Logistics
• 5.3 By Load Capacity
  • 5.3.1 Up to 10 kg
  • 5.3.2 10 - 25 kg
  • 5.3.3 25 - 80 kg
  • 5.3.4 Above 80 kg
• 5.4 By End-User Industry
  • 5.4.1 Healthcare Facilities
  • 5.4.2 Hospitality and Hotels
  • 5.4.3 Retail and E-commerce Logistics
  • 5.4.4 Corporates and Academic Campuses
  • 5.4.5 Airports and Transportation Hubs
  • 5.4.6 Smart Cities and Municipal Agencies
• 5.5 By Component
  • 5.5.1 Hardware
  • 5.5.2 Software / AI Stack
  • 5.5.3 After-Sales Services and Fleet Management
• 5.6 By Propulsion Type
  • 5.6.1 Electric Battery
  • 5.6.2 Hydrogen Fuel Cell
  • 5.6.3 Hybrid Energy Harvesting
• 5.7 By Level of Autonomy
  • 5.7.1 Semi-Autonomous (Human-Supervised)
  • 5.7.2 Fully Autonomous (Level 4)
  • 5.7.3 Swarm/Clustered Autonomous Network (Level 5)
• 5.8 By Geography
  • 5.8.1 North America
    • 5.8.1.1 United States
    • 5.8.1.2 Canada
    • 5.8.1.3 Mexico
  • 5.8.2 South America
    • 5.8.2.1 Brazil
    • 5.8.2.2 Argentina
    • 5.8.2.3 Chile
  • 5.8.3 Europe
    • 5.8.3.1 Germany
    • 5.8.3.2 United Kingdom
    • 5.8.3.3 France
    • 5.8.3.4 Italy
    • 5.8.3.5 Spain
  • 5.8.4 Middle East
    • 5.8.4.1 United Arab Emirates
    • 5.8.4.2 Saudi Arabia
    • 5.8.4.3 Turkey
  • 5.8.5 Africa
    • 5.8.5.1 South Africa
    • 5.8.5.2 Kenya
  • 5.8.6 Asia-Pacific
    • 5.8.6.1 China
    • 5.8.6.2 Australia
    • 5.8.6.3 Japan
    • 5.8.6.4 Singapore
    • 5.8.6.5 India
    • 5.8.6.6 South Korea

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
  • 6.4.1 Starship Technologies
  • 6.4.2 Nuro Inc.
  • 6.4.3 Kiwibot
  • 6.4.4 Serve Robotics Inc.
  • 6.4.5 Ottonomy.IO
  • 6.4.6 Relay Robotics Inc.
  • 6.4.7 Postmates Inc. (Serve by Uber)
  • 6.4.8 Aethon Inc.
  • 6.4.9 Segway Robotics Inc.
  • 6.4.10 Neolix
  • 6.4.11 Udelv Inc.
  • 6.4.12 JD Logistics (Jian Robots)
  • 6.4.13 Alibaba Cainiao (Xiaomanlv)
  • 6.4.14 Yandex Rover
  • 6.4.15 FedEx Roxo
  • 6.4.16 Amazon Scout
  • 6.4.17 Rival Robotics Inc.
  • 6.4.18 TeleRetail (Aitonomi AG)
  • 6.4.19 Daxbot
  • 6.4.20 Locus Robotics (campus variant)
  • 6.4.21 Kiwi Campus SAS

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment