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市场调查报告书
商品编码
2007759
人工智慧机器人晶片市场预测至2034年——按晶片类型、组件、技术节点、应用、最终用户和地区分類的全球分析AI Robotics Chips Market Forecasts to 2034 - Global Analysis By Chip Type (CPU, GPU, FPGA, ASIC, Neural Processing Units (NPUs) and Other Chip Types), Component, Technology Node, Application, End User and By Geography |
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根据 Stratistics MRC 的数据,预计到 2026 年,全球人工智慧机器人晶片市场规模将达到 80 亿美元,并在预测期内以 31% 的复合年增长率增长,到 2034 年将达到 700 亿美元。
人工智慧机器人晶片是专为机器人系统中的人工智慧功能而设计的专用半导体处理器。这些晶片能够实现机器人的即时数据处理、电脑视觉、运动控制和决策。它们针对低延迟、高效率和边缘运算进行了最佳化,使机器人能够在不严重依赖云端连接的情况下自主运作。应用领域包括工业自动化、自动驾驶汽车、服务机器人和无人机。对智慧自动化日益增长的需求正在推动人工智慧晶片的创新,使其成为下一代机器人和智慧机器的关键组件。
各行业自动化技术的进步
在製造业、物流业、医疗保健业和农业等领域,机器人技术的应用正迅速成长,以提高生产力和效率。人工智慧晶片在机器人系统中发挥着至关重要的作用,能够实现即时决策、视觉处理和智慧控制。这些晶片支援机器学习、目标检测和自主导航等高级功能。对智慧和自主系统日益增长的需求进一步加速了人工智慧机器人晶片的应用。因此,工业自动化的普及预计将强劲推动市场成长。
复杂晶片的设计与开发
设计专用人工智慧晶片需要先进的半导体技术、大量的研发投入和精密的晶片设计工具。将人工智慧功能整合到紧凑、节能的晶片中,则带来了更多技术挑战。开发週期可能很长,并且需要多个测试和检验阶段。此外,在降低功耗的同时保持效能,也增加了设计的复杂性。因此,这些挑战可能会限制创新速度和市场扩张。
自主系统和无人机的扩展
自主机器人和无人机高度依赖人工智慧晶片进行导航、障碍物检测和即时数据处理。这些技术正日益广泛地应用于国防、农业、监控和物流等领域。随着自主应用的发展,对高效能、低延迟处理单元的需求也日益增长。此外,人工智慧演算法的不断改进也提升了机器人系统的效能。因此,自主技术的快速发展预计将显着推动对人工智慧机器人晶片的需求。
半导体供应链中断
全球半导体供应链极为复杂,极易受到地缘政治紧张局势、贸易限制和原材料短缺的影响。晶片製造或元件供应的任何中断都可能影响生产计划并导致成本增加。此外,对少数半导体製造地的依赖也可能造成供应瓶颈。这些挑战可能会影响用于机器人应用的AI晶片的供应。因此,供应链不稳定可能会阻碍市场成长。
新冠疫情对人工智慧机器人晶片市场产生了重大影响。疫情初期,半导体生产和全球供应链受到衝击,晶片供应受到影响。然而,疫情也加速了各行各业对自动化和机器人技术的应用。对非接触式操作、远端监控和自动化流程日益增长的需求,扩大了对人工智慧机器人系统的需求。医疗保健、物流和製造业等行业越来越依赖机器人技术来维持营运。自动化程度的提高进一步刺激了对人工智慧机器人晶片的需求。
在预测期内,加工单元部分预计将占据最大份额。
处理单元是人工智慧机器人系统的核心组件,因此预计在预测期内将占据最大的市场份额。这些单元负责执行机器学习演算法、处理资料和做出决策。高效能处理器使机器人能够执行影像识别和即时分析等复杂任务。随着机器人应用变得越来越复杂,对先进处理能力的需求也不断增长。此外,晶片结构的持续创新正在提高处理效率和效能。
在预测期内,自主机器人领域预计将呈现最高的复合年增长率。
在预测期内,由于机器人和人工智慧技术的快速发展,自主机器人领域预计将呈现最高的成长率。自主机器人正被各行各业广泛应用于物料输送、侦测和配送等任务。这些系统需要先进的人工智慧晶片来进行即时决策和导航。对自动化、劳动效率和工作场所安全日益增长的需求正在推动自主机器人的应用。此外,智慧工厂和工业4.0计画的扩展也进一步促进了这一成长。
在预测期内,北美预计将占据最大的市场份额,这主要得益于大型半导体公司、人工智慧技术供应商和机器人製造商的强大实力。对研发的大量投入正在推动人工智慧晶片设计的创新。此外,整个产业对自动化技术的早期应用也促进了市场成长。政府措施和私营部门对先进技术的投资进一步巩固了市场格局。
在预测期内,亚太地区预计将呈现最高的复合年增长率,这主要得益于快速的工业化进程和电子製造业的强劲增长。中国、日本和韩国等国家是半导体生产和机器人研发的主要中心。製造业和物流业自动化程度的不断提高,正在推动对人工智慧机器人晶片的需求。该地区各国政府也积极推动数位转型和智慧产业计画。此外,对人工智慧和机器人技术的投资增加也为市场扩张提供了支持。
According to Stratistics MRC, the Global AI Robotics Chips Market is accounted for $8 billion in 2026 and is expected to reach $70 billion by 2034 growing at a CAGR of 31% during the forecast period. AI Robotics Chips are specialized semiconductor processors designed to power artificial intelligence capabilities in robotic systems. These chips enable real-time data processing, computer vision, motion control, and decision-making in robots. They are optimized for low latency, high efficiency, and edge computing, allowing robots to operate autonomously without relying heavily on cloud connectivity. Applications include industrial automation, autonomous vehicles, service robots, and drones. Increasing demand for intelligent automation is driving innovation in AI chips, making them essential components in next-generation robotics and smart machines.
Increasing automation across industries
Sectors such as manufacturing, logistics, healthcare, and agriculture are rapidly integrating robotics to enhance productivity and efficiency. AI-enabled chips play a critical role in enabling real-time decision-making, vision processing, and intelligent control in robotic systems. These chips support advanced functionalities such as machine learning, object detection, and autonomous navigation. The growing demand for smart and autonomous systems is further accelerating the deployment of AI robotics chips. Therefore, the widespread adoption of industrial automation is expected to strongly propel market growth.
Complex chip design and development
Designing AI-specific chips requires advanced semiconductor expertise, high research and development investments, and sophisticated design tools. The integration of AI capabilities into compact and energy-efficient chips presents additional technical challenges. Development cycles can be lengthy, involving multiple testing and validation stages. Additionally, maintaining performance while reducing power consumption adds to design complexity. Consequently, these challenges may limit the speed of innovation and market expansion.
Expansion in autonomous systems and drones
Autonomous robots and unmanned aerial vehicles rely heavily on AI chips for navigation, obstacle detection, and real-time data processing. These technologies are increasingly being used in sectors such as defense, agriculture, surveillance, and logistics. The demand for high-performance, low-latency processing units is growing with the advancement of autonomous applications. Furthermore, continuous improvements in AI algorithms are enhancing the capabilities of robotic systems. Therefore, the rapid expansion of autonomous technologies is expected to drive significant demand for AI robotics chips.
Supply chain disruptions in semiconductors
The global semiconductor supply chain is highly complex and sensitive to geopolitical tensions, trade restrictions, and raw material shortages. Any disruption in chip manufacturing or component supply can impact production timelines and increase costs. Additionally, dependence on a limited number of semiconductor manufacturing hubs can create supply bottlenecks. These challenges may affect the availability of AI chips for robotics applications. As a result, supply chain instability could hinder market growth.
The COVID-19 pandemic had a notable impact on the AI Robotics Chips Market. During the initial phase, semiconductor production and global supply chains experienced disruptions, affecting chip availability. However, the pandemic also accelerated the adoption of automation and robotics across industries. Increased demand for contactless operations, remote monitoring, and automated processes boosted the need for AI-enabled robotic systems. Industries such as healthcare, logistics, and manufacturing increasingly relied on robotics to maintain operations. This surge in automation created additional demand for AI robotics chips.
The processing units segment is expected to be the largest during the forecast period
The processing units segment is expected to account for the largest market share during the forecast period as it forms the core component of AI-enabled robotic systems. These units are responsible for executing machine learning algorithms, data processing, and decision-making functions. High-performance processors enable robots to perform complex tasks such as image recognition and real-time analytics. The increasing complexity of robotic applications is driving demand for advanced processing capabilities. Additionally, continuous innovation in chip architecture is enhancing processing efficiency and performance.
The autonomous robots segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the autonomous robots segment is predicted to witness the highest growth rate due to rapid advancements in robotics and artificial intelligence technologies. Autonomous robots are being widely adopted across industries for tasks such as material handling, inspection, and delivery. These systems require advanced AI chips for real-time decision-making and navigation. Increasing demand for automation, labor efficiency, and operational safety is driving the adoption of autonomous robots. Additionally, the expansion of smart factories and Industry 4.0 initiatives is further supporting growth.
During the forecast period, the North America region is expected to hold the largest market share owing to the region has a strong presence of leading semiconductor companies, AI technology providers, and robotics manufacturers. Significant investments in research and development are driving innovation in AI chip design. Additionally, early adoption of automation technologies across industries supports market growth. Government initiatives and private sector investments in advanced technologies further strengthen the market landscape.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR driven by rapid industrialization and strong growth in electronics manufacturing. Countries such as China, Japan, and South Korea are major hubs for semiconductor production and robotics development. Increasing adoption of automation in manufacturing and logistics is driving demand for AI robotics chips. Governments in the region are also promoting digital transformation and smart industry initiatives. Additionally, expanding investments in AI and robotics technologies are supporting market expansion.
Key players in the market
Some of the key players in AI Robotics Chips Market include NVIDIA Corporation, Intel Corporation, Advanced Micro Devices, Inc., Qualcomm Incorporated, Samsung Electronics Co., Ltd., Taiwan Semiconductor Manufacturing Company, Broadcom Inc., Texas Instruments Incorporated, STMicroelectronics N.V., NXP Semiconductors N.V., Renesas Electronics Corporation, MediaTek Inc., Apple Inc., Google LLC, Graphcore Ltd., Horizon Robotics and Cambricon Technologies.
In January 2026, Intel signed a formal cooperation memorandum with JAKA Robotics to establish a deep strategic partnership centered on "computing power and operational capability integration" for embodied AI applications. The collaboration focuses on developing customized technology integrations for industrial manufacturing and commercial service scenarios using Intel Core Ultra processors to create rapidly deployable intelligent robotics solutions.
In September 2025, NVIDIA launched the Newton open-source physics engine in collaboration with Google DeepMind and Disney Research to enable more accurate simulation of complex robotic movements, such as walking on uneven terrain or manipulating delicate objects.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.