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市场调查报告书
商品编码
1911444

移动机器人：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

Mobile Robots - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 169 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2026 年，移动机器人市场规模将达到 110.3 亿美元，从 2025 年的 86.4 亿美元成长到 2031 年的 373.4 亿美元，2026 年至 2031 年的复合年增长率为 27.62%。

移动机器人市场-IMG1

这一快速成长反映了电子商务订单量的持续成长、5G部署的加速以及人工智慧的快速发展，这些因素共同推动了行动机器人从试点计划转变为核心营运资产。企业面临长期劳动力短缺和长时间运作，促使他们采用大规模机器人车队来降低加班成本并提高订单履行可靠性。技术供应商也积极响应，推出了低成本的感测器套件、基于订阅的电池服务以及基于云端的车队编配软体，进一步降低了中型企业采用这些技术的门槛。随着物流供应商竞相采用新一代机器人，竞争日益激烈，拥有经过认证的导航、安全性和服务能力的製造商因此获得了规模优势。

全球移动机器人市场趋势与洞察

电子商务仓库自动化激增

为了因应线上订单的激增，各大零售商纷纷对其配送中心维修，部署了数百台自主移动机器人（AMR）。 DHL供应链在欧洲将其Locus机器人车队规模扩大了三倍，协作拣货次数突破5亿次。这项里程碑的达成时间仅为预期的一半左右。沃尔玛正投资220亿美元兴建五座自动化食品仓库，平均面积达70万平方英尺，计画在2026年初将三分之二的门市转型为履约。吞吐量呈指数级增长：GEODIS的记录显示，每小时的运输次数从65次增加到98次以上；Saddle Creek 物流在部署自主移动机器人（AMR）后，产量增加了一倍。这些生产力的提升促使市场将移动机器人纳入长期物流规划，使劳动力转向薪酬更高的管理职位，并实现了多层仓库的当日送达服务。

人事费用上升和技术纯熟劳工短缺

劳动力老化和劳动市场紧张促使工厂将重复性、高强度的工作自动化。 Bertel O. Steen 公司安装了一套由 47 台机器人组成的 AutoStoreGrid 系统，使储存容量翻了四倍，运转率达到 99.7%，有效缓解了高峰期的人员短缺问题。 Boots Warehouse 公司在将繁重的推车搬运工作交给自主移动机器人 (AMR) 后，员工满意度显着提升。这支 24 小时运转的运作队伍减少了加班和缺勤，这在人口结构变化导致劳动力供应日益紧张的欧洲尤为重要。

高资本投入与不确定的投资回报

工业移动机器人的总安装成本（包括周边设备和整合）平均每台15万美元，使得小规模的企业不愿即时升级。中型仓库发现，降低离职率和提高安全性等无形收益难以量化，导致评估週期在某些情况下长达两个财年以上。儘管订阅融资模式已经出现，但人们对长期拥有成本的疑虑仍然存在。

细分市场分析

截至2025年，自主移动机器人（AMR）将占总收入的51.88%，这反映了其对基础设施友好的部署模式以及从「货物到人」的成熟投资回报率。 AMR移动机器人市场预计将从2026年的57亿美元成长到2031年的178.9亿美元，复合年增长率（CAGR）为25.7%。整合六轴机械手臂的AMR在套件组装、机器操作辅助和无尘室作业方面具有价值，预计到2031年，此类移动机器人市场规模将达到91.5亿美元，复合年增长率为34.1%。

移动机器人市场的发展趋势强调模组化硬体和低程式码编程，从而加速了不同工作流程之间的重新部署。 Standard Bots公司筹集了6300万美元，用于将其配备机械手臂的平台商业化，该平台能够进行生产线旁补货和码垛作业，这反映了风险投资家对机动性和移动性解决方案的信心。 AGV（自动导引车）在高吞吐量、固定路线的环境中占据一定的市场份额，UGV（无人导引车）用于危险区域的审核，而UAV（无人机）已开始在高层仓库进行库存盘点试点。

预计到2025年，自动堆高机将占总收入的37.78%，这主要得益于现有设备加装自动化套件以减轻变更管理负担的趋势。预计到2031年，该细分市场规模将达到124.9亿美元，占按类型分類的移动机器人市场总规模的33.45%。受汽车製造商向多车型生产线转型需求的推动，组装移动平台预计将以32.0%的复合年增长率实现最快成长。

牵引式机器人已在航太和机场物流领域广泛应用，在这些领域，牵引能力和精确的排队编队比速度更为重要。单元货载和推车机器人正在微型仓配中心迅速发展，它们与先进的货架系统协同工作，以减少步行距离。和赛每月10万台雷射雷达的出货能力降低了感测器的平均售价，使得即使是入门级推车也能实现自动驾驶。

全球移动机器人市场报告按产品类型（AGV、AMR 等）、外形规格（自主堆高机、牵引/拖拉机/拖曳机器人等）、导航技术（基于雷射雷达的 SLAM、二维码/基准码等）、最终用途行业（仓储和配送、製造、食品和饮料等）、有效载荷能力（小于 100 公斤、100-5000-5000-5000公斤）和地区进行细分。

区域分析

预计到2025年，亚太地区将占全球收入的42.85%，并在2031年之前以30.4%的复合年增长率增长，这主要得益于中国的产业政策及其到2028年实现机器人产值1080亿美元的目标。中国供应商，例如优尼特瑞（Unitree），加强了出口管道，而日本和韩国供应商则改进了感测器模组以降低总体拥有成本。印度的生产连结奖励计画计划，加上电子商务渗透率的不断提高，促进了在服装物流中心部署试点机器人车队。

北美则位居第二，这主要得益于美国在全通路零售、小包裹分拣和现有工厂改造的应用。沃尔玛的自动化蓝图、DHL创纪录的拣货速度以及GEODIS在墨西哥的扩张，都证明了跨境供应链规模化策略的有效性。加拿大一家低温运输工厂利用政府对先进製造业的奖励，试点应用了先进製造模组（AMMR）进行温控药品包装。

在欧洲，严格的CE认证标准和欧盟机械指令2023/1230的实施要求，使得相关技术的采用步伐较为谨慎。德国汽车製造商已将摄影机和雷射雷达融合平台整合到其电动汽车电池生产线中，而北欧连锁超市则强制部署碳中和机器人车队，以实现其2030年的气候目标。中东和非洲地区仍在发展中，但石化检测和自由贸易区物流领域的试点计画已引起关注。结合5G网路和仓储建设的基础设施走廊的开发也为此提供了推动。

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
    • 电子商务仓库自动化激增
    • 人事费用上升和技术纯熟劳工短缺
    • 人工智慧和感测器融合技术的进步将降低自动驾驶的成本。
    • 5G专用网路能够编配庞大的车队。
    • 电池即服务降低了初始资本投资成本
    • 透过维修加速采用碳中和物流
  • 市场限制
    • 高额资本投入与不确定性的投资报酬率
    • 传统站点连线限制
    • 缺乏安全认证的自主移动机器人（AMR）软体框架
    • 半导体和雷射雷达供应链波动
  • 关键法规结构评估
  • 价值链分析
  • 技术展望
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争
  • 关键相关人员影响评估
  • 主要用例和案例研究
  • 宏观经济因素对市场的影响
  • 投资分析

第五章 市场区隔

  • 依产品类型
    • 自动导引车（AGV）
    • 自主移动机器人（AMR）
    • 自主移动操作机器人（AMMR）
    • 无人地面车辆（UGV）
    • 无人机（UAV-室内物流）
  • 按外形规格
    • 自动驾驶堆高机
    • 拖曳/拖拉机/拖船机器人
    • 单元货载和推车机器人
    • 用于组装的移动平台
  • 透过导航技术
    • 基于光达的SLAM
    • QR码/信託码
    • 仅相机视觉
    • 混合式（雷射雷达+视觉）
    • 磁力/反射器引导
  • 按最终用途行业划分
    • 仓储和配送
    • 製造业
    • 食品/饮料
    • 製药和医疗保健
    • 其他行业
  • 按负载容量
    • 体重低于100公斤
    • 100～500 kg
    • 500～1,000 kg
    • >1,000 kg
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 俄罗斯
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 韩国
      • 印度
      • ASEAN
      • 亚太其他地区
    • 中东和非洲
      • 中东
        • 沙乌地阿拉伯
        • 阿拉伯聯合大公国
        • 土耳其
        • 其他中东地区
      • 非洲
        • 南非
        • 奈及利亚
        • 其他非洲地区

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
    • Teradyne Inc
    • Geek+Inc
    • KION Group AG
    • Toyota Industries Corp
    • Daifuku Co Ltd
    • Boston Dynamics Inc
    • Fetch Robotics Inc（Zebra Technologies）
    • 6 River Systems Inc（Shopify）
    • AutoStore AS
    • GreyOrange Pte Ltd
    • Balyo SA
    • Locus Robotics Corp
    • Vecna Robotics Inc
    • Seegrid Corp
    • Hikrobot Technology Co Ltd
    • Aethon Inc（ST Engineering）
    • Clearpath Robotics Inc.
    • Magazino GmbH
    • Seer Robotics Co Ltd
    • Youibot Robotics Co Ltd
    • Bastian Solutions LLC
    • JASCI LLC
    • inVia Robotics Inc
    • IAM Robotics LLC
    • SCOTT Technology Ltd
    • John Bean Technologies Corp
    • Murata Machinery Ltd
    • Omron Corp

第七章 市场机会与未来展望

简介目录
Product Code: 91010

The Mobile Robots Market size in 2026 is estimated at USD 11.03 billion, growing from 2025 value of USD 8.64 billion with 2031 projections showing USD 37.34 billion, growing at 27.62% CAGR over 2026-2031.

Mobile Robots - Market - IMG1

This steep growth reflected sustained e-commerce order volumes, accelerated 5G roll-outs, and rapid artificial-intelligence improvements that collectively turned mobile robots from pilot projects into core operating assets. Enterprises faced chronic labour shortages and longer operating hours, prompting large-scale fleet deployments that reduced overtime costs and improved fulfilment reliability. Technology vendors responded with lower-cost sensor suites, subscription battery services, and cloud fleet orchestration software, further lowering adoption barriers for midsize facilities. Competitive intensity sharpened as logistics providers raced to standardize on next-generation robots, creating scale advantages for manufacturers with certified navigation, safety, and service capabilities.

Global Mobile Robots Market Trends and Insights

Surge in e-commerce warehouse automation

Larger retailers retrofitted distribution hubs with hundreds of AMRs to process surging online orders. DHL Supply Chain surpassed 500 million collaborative picks after tripling its Locus fleet across Europe, a milestone reached in nearly half the earlier time frame. Walmart committed USD 22 billion to five automated grocery campuses averaging 700,000 ft2, positioning two-thirds of its stores to rely on robotic fulfilment by early 2026. Throughputs rose sharply: GEODIS recorded 98+ picks per hour versus 65 previously, while Saddle Creek Logistics doubled output after integrating AMRs. These productivity gains locked mobile robots market adoption into long-term fulfilment roadmaps, shifting labour to higher-wage supervisory roles and enabling same-day shipping across multi-level facilities.

Rising labour-cost and skilled-worker shortages

Ageing workforces and tight labour markets prompted factories to automate repetitive, high-strain tasks. Bertel O. Steen quadrupled storage capacity and achieved 99.7% uptime with a 47-robot AutoStore grid, easing head-count pressures during peak seasons. Boots Warehouse reported higher employee satisfaction once heavy cart transport duties shifted to AMRs. Around-the-clock robot fleets eliminated overtime premiums and reduced absenteeism, critical in Europe where demographic trends compress the available workforce.

High CAPEX and ROI uncertainty

The total installed cost for an industrial mobile robot averaged USD 150,000 per unit after peripherals and integration, discouraging smaller facilities from immediate upgrades. Midsize warehouses struggled to model intangible benefits such as lower turnover and improved safety, extending evaluation cycles beyond two fiscal years. Subscription financing models emerged but faced scepticism regarding the long-term cost of ownership.

Other drivers and restraints analyzed in the detailed report include:

  1. Advances in AI and sensor-fusion cutting autonomy costs
  2. 5G private networks enabling large-fleet orchestration
  3. Shortage of safety-certified AMR software frameworks

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

Segment Analysis

AMRs retained 51.88% revenue in 2025, reflecting their infrastructure-light deployment model and proven ROI in goods-to-person fulfilment. The mobile robots market size for AMRs is forecast to climb from USD 5.7 billion in 2026 to USD 17.89 billion by 2031 at a 25.7% CAGR. AMMRs, which integrate six-axis manipulators, are projected to achieve a USD 9.15 billion mobile robots market size by 2031 following a 34.1% CAGR, offering value in kitting, machine tending, and clean-room operations.

Dynamics within the mobile robots market emphasised modular hardware and low-code programming that accelerated redeployment between workflows. Standard Bots secured USD 63 million to commercialise arm-equipped platforms capable of line-side replenishment and palletisation, signalling venture confidence in manipulation-plus-mobility solutions . AGVs kept niche relevance in high-throughput, fixed-path settings, while UGVs fulfilled hazardous-area inspection, and UAVs commenced inventory audit pilots in high-bay warehouses.

Self-driving forklifts represented 37.78% of 2025 revenue as brownfield sites retrofitted familiar equipment with autonomy kits to reduce change-management hurdles. This sub-segment is forecast to reach USD 12.49 billion by 2031, equal to 33.45% of the projected mobile robots market size for form factors. Assembly-line mobile platforms are expected to post the quickest gain, expanding at 32.0% CAGR on demand from automakers transitioning to multi-model lines.

Tow-tractor robots found traction in aerospace and airport logistics, where tug capacity and precise queuing mattered more than speed. Unit-load and cart robots expanded rapidly inside micro-fulfilment centres, pairing with advanced racking to shorten walk steps. Hesai's ability to ship 100,000 LiDAR units per month lowered sensor ASPs, making autonomy options viable even for entry-level carts.

The Global Mobile Robots Market Report is Segmented by Product Type (AGV, AMR, and More), Form Factor (Self-Driving Forklifts, Tow/Tractor/Tug Robots, and More), Navigation Technology (LiDAR-Based SLAM, QR/Fiducial Codes, and More), End-Use Industry (Warehousing and Distribution, Manufacturing, Food and Beverage, and More), Payload Capacity (<100 Kg, 100 - 500 Kg, 500 - 1 000 Kg, < 1 000 Kg), and Geography.

Geography Analysis

Asia-Pacific retained 42.85% of 2025 revenue and is forecast to post a 30.4% CAGR through 2031, buoyed by China's industrial policy and the country's aim to reach USD 108 billion robotics output by 2028 . Chinese vendors such as Unitree strengthened export channels, while Japanese and South Korean suppliers refined sensor modules that lowered total cost of ownership. India's Production-Linked Incentive scheme, coupled with rising e-commerce penetration, triggered proof-of-concept fleets in apparel fulfilment centers.

North America ranked second, led by United States deployments across omnichannel retail, parcel sorting, and brownfield manufacturing retrofits. Walmart's automation roadmap, DHL's record pick rates, and GEODIS's Mexico expansion collectively validated scaling strategies for cross-border supply chains. Canadian cold-chain facilities piloted AMMRs for temperature-sensitive pharma packaging, leveraging government incentives for advanced manufacturing.

Europe adopted a measured pace, influenced by stringent CE marking and upcoming EU Machinery Regulation 2023/1230 requirements. German automakers integrated camera-LiDAR fusion platforms within EV battery lines, while Nordic grocery chains mandated carbon-neutral robot fleets to meet 2030 climate targets. Middle East and Africa remained nascent but attracted pilots in petrochemical inspection and free-zone logistics, benefiting from infrastructure corridors that bundled 5G networks with warehouse builds.

  1. Teradyne Inc
  2. Geek+ Inc
  3. KION Group AG
  4. Toyota Industries Corp
  5. Daifuku Co Ltd
  6. Boston Dynamics Inc
  7. Fetch Robotics Inc (Zebra Technologies)
  8. 6 River Systems Inc (Shopify)
  9. AutoStore AS
  10. GreyOrange Pte Ltd
  11. Balyo SA
  12. Locus Robotics Corp
  13. Vecna Robotics Inc
  14. Seegrid Corp
  15. Hikrobot Technology Co Ltd
  16. Aethon Inc (ST Engineering)
  17. Clearpath Robotics Inc.
  18. Magazino GmbH
  19. Seer Robotics Co Ltd
  20. Youibot Robotics Co Ltd
  21. Bastian Solutions LLC
  22. JASCI LLC
  23. inVia Robotics Inc
  24. IAM Robotics LLC
  25. SCOTT Technology Ltd
  26. John Bean Technologies Corp
  27. Murata Machinery Ltd
  28. Omron Corp

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 Surge in e-commerce warehouse automation
    • 4.2.2 Rising labour-cost and skilled-worker shortages
    • 4.2.3 Advances in AI and sensor-fusion cutting autonomy costs
    • 4.2.4 5G private networks enabling large-fleet orchestration
    • 4.2.5 Battery-as-a-service lowering upfront CAPEX
    • 4.2.6 Carbon-neutral logistics retrofits accelerating deployments
  • 4.3 Market Restraints
    • 4.3.1 High CAPEX and ROI uncertainty
    • 4.3.2 Legacy-site connectivity limitations
    • 4.3.3 Shortage of safety-certified AMR software frameworks
    • 4.3.4 Semiconductor and LiDAR supply-chain volatility
  • 4.4 Evaluation of Critical Regulatory Framework
  • 4.5 Value Chain Analysis
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Competitive Rivalry
  • 4.8 Impact Assessment of Key Stakeholders
  • 4.9 Key Use Cases and Case Studies
  • 4.10 Impact on Macroeconomic Factors of the Market
  • 4.11 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 By Product Type
    • 5.1.1 Automated Guided Vehicles (AGV)
    • 5.1.2 Autonomous Mobile Robots (AMR)
    • 5.1.3 Autonomous Mobile Manipulation Robots (AMMR)
    • 5.1.4 Unmanned Ground Vehicles (UGV)
    • 5.1.5 Unmanned Aerial Vehicles (UAV - indoor logistics)
  • 5.2 By Form Factor
    • 5.2.1 Self-driving Forklifts
    • 5.2.2 Tow / Tractor / Tug Robots
    • 5.2.3 Unit-Load and Cart Robots
    • 5.2.4 Assembly-Line Mobile Platforms
  • 5.3 By Navigation Technology
    • 5.3.1 LiDAR-based SLAM
    • 5.3.2 QR / Fiducial Codes
    • 5.3.3 Camera-Only Vision
    • 5.3.4 Hybrid (LiDAR + Vision)
    • 5.3.5 Magnetic / Reflector Guidance
  • 5.4 By End-use Industry
    • 5.4.1 Warehousing and Distribution
    • 5.4.2 Manufacturing
    • 5.4.3 Food and Beverage
    • 5.4.4 Pharmaceuticals and Healthcare
    • 5.4.5 Other Industries
  • 5.5 By Payload Capacity
    • 5.5.1 < 100 kg
    • 5.5.2 100 - 500 kg
    • 5.5.3 500 - 1 000 kg
    • 5.5.4 > 1 000 kg
  • 5.6 By Geography
    • 5.6.1 North America
      • 5.6.1.1 United States
      • 5.6.1.2 Canada
      • 5.6.1.3 Mexico
    • 5.6.2 South America
      • 5.6.2.1 Brazil
      • 5.6.2.2 Argentina
      • 5.6.2.3 Rest of South America
    • 5.6.3 Europe
      • 5.6.3.1 Germany
      • 5.6.3.2 United Kingdom
      • 5.6.3.3 France
      • 5.6.3.4 Italy
      • 5.6.3.5 Russia
      • 5.6.3.6 Rest of Europe
    • 5.6.4 Asia-Pacific
      • 5.6.4.1 China
      • 5.6.4.2 Japan
      • 5.6.4.3 South Korea
      • 5.6.4.4 India
      • 5.6.4.5 ASEAN
      • 5.6.4.6 Rest of Asia-Pacific
    • 5.6.5 Middle East and Africa
      • 5.6.5.1 Middle East
        • 5.6.5.1.1 Saudi Arabia
        • 5.6.5.1.2 United Arab Emirates
        • 5.6.5.1.3 Turkey
        • 5.6.5.1.4 Rest of Middle East
      • 5.6.5.2 Africa
        • 5.6.5.2.1 South Africa
        • 5.6.5.2.2 Nigeria
        • 5.6.5.2.3 Rest of Africa

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 Teradyne Inc
    • 6.4.2 Geek+ Inc
    • 6.4.3 KION Group AG
    • 6.4.4 Toyota Industries Corp
    • 6.4.5 Daifuku Co Ltd
    • 6.4.6 Boston Dynamics Inc
    • 6.4.7 Fetch Robotics Inc (Zebra Technologies)
    • 6.4.8 6 River Systems Inc (Shopify)
    • 6.4.9 AutoStore AS
    • 6.4.10 GreyOrange Pte Ltd
    • 6.4.11 Balyo SA
    • 6.4.12 Locus Robotics Corp
    • 6.4.13 Vecna Robotics Inc
    • 6.4.14 Seegrid Corp
    • 6.4.15 Hikrobot Technology Co Ltd
    • 6.4.16 Aethon Inc (ST Engineering)
    • 6.4.17 Clearpath Robotics Inc.
    • 6.4.18 Magazino GmbH
    • 6.4.19 Seer Robotics Co Ltd
    • 6.4.20 Youibot Robotics Co Ltd
    • 6.4.21 Bastian Solutions LLC
    • 6.4.22 JASCI LLC
    • 6.4.23 inVia Robotics Inc
    • 6.4.24 IAM Robotics LLC
    • 6.4.25 SCOTT Technology Ltd
    • 6.4.26 John Bean Technologies Corp
    • 6.4.27 Murata Machinery Ltd
    • 6.4.28 Omron Corp

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-Need Assessment