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市场调查报告书
商品编码
1914569
配送机器人市场 - 全球产业规模、份额、趋势、机会及预测(按有效载荷能力、组件、轮数、速度限制、垂直产业、地区和竞争格局划分,2021-2031 年)Delivery Robots Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Load Carrying Capacity, By Component (Hardware, Software ), By Number of Wheels, By Speed Limit, By Vertical, By Region & Competition, 2021-2031F |
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全球配送机器人市场预计将从2025年的4.9711亿美元显着成长至2031年的24.6328亿美元,复合年增长率(CAGR)达30.57%。这些机器人被定义为自主或半自动地面车辆,旨在以最小的人工干预将货物从物流中心运送至最终客户。市场扩张的根本驱动因素是降低不断上涨的「最后一公里」配送成本以及解决全球物流工人持续短缺的紧迫问题。此外,海量的电子商务交易也需要可扩展的自动化解决方案来维持营运效率并满足产能需求。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 4.9711亿美元 |
| 市场规模:2031年 | 2,463,280,000 美元 |
| 复合年增长率:2026-2031年 | 30.57% |
| 成长最快的细分市场 | 4个轮子 |
| 最大的市场 | 北美洲 |
然而,目前由于缺乏统一的行人安全法规结构以及在公共人行道上使用自动驾驶设备的相关规定,自动驾驶技术的广泛应用受到阻碍。这些监管差异在不同司法管辖区造成了巨大的准入障碍。儘管面临这些挑战,该产业仍保持着强劲的发展势头。根据国际机器人联合会(IFR)预测,包括配送平台在内的商用运输和物流领域,到2024年销售量预计将达到102,900台。这一数字表明,儘管营运和监管方面存在许多复杂性,但业界对自动化运输解决方案的需求仍然强劲。
解决劳动力短缺和降低最后一公里营运成本是加速市场成长的关键因素。物流公司正积极引入自动驾驶车辆,以取代人事费用的配送人员,从而应对日益严重的劳动力短缺问题。这些自动化系统能够为住宅和教育机构的重复性任务提供稳定的营运能力,使其比人工更具经济效益。例如,在2024年2月宣布完成9,000万美元资金筹措的新闻稿中,Starship Technologies公司表示,其自动驾驶机器人已完成超过600万次配送,证实了在高频环境下替代传统劳动力的商业性可行性。
同时,按需食品和杂货配送服务的快速成长正在改变城市物流基础设施。随着消费者对更快送达速度的需求,平台被迫整合机器人车队,以应对订单尖峰时段,同时避免现有配送网路不堪负荷。这种转变促使各大聚合平台加强投资,扩大车队规模。 2024年4月,萨博机器人公司宣布已获得4,000万美元资金筹措,用于拓展与Uber Eats等合作伙伴的业务。同年5月,阿里巴巴集团也强调了这项整合的规模,当时该公司透露,旗下菜鸟汽车已配送超过2,900万件包裹。
各地关于行人安全和在公共人行道上使用自动驾驶设备的法规结构各不相同,这严重阻碍了全球配送机器人市场的扩张。这种立法上的碎片化迫使製造商应对复杂的本地法规,这些法规对速度限制、重量限制、运作时间等都有不同的规定。因此,企业难以实现车辆的标准化,从而增加了开发成本,并将许多营运限制在地理围栏测试区域或私人场所,而无法扩展到可扩展的公共网路。
法律体制的不确定性对筹资策略产生了重大影响,企业更倾向于灵活的服务模式而非永久性资本投资。这一趋势显示市场已做好应对合规标准变化风险的准备。国际机器人联合会预测,到2024年,采用「机器人即服务」(Robot-as-a-Service)模式营运的运输和物流机器人数量将增加42%。这种基于服务的部署激增表明,儘管自动化需求强劲,但监管碎片化迫使该行业采取规避风险的经营模式,限制了直接资产销售和快速普及。
随着製造商寻求摆脱公共人行道营运模式,转而管理非结构化的室内环境,医疗保健和酒店业的室内物流应用拓展标誌着一个重要的转捩点。这一趋势的驱动力在于高接触产业对自动化工作流程的需求,机器人可以协助员工处理内部配送和餐饮服务。大型家电製造商正大力投资以掌握这项转型机会;例如,LG电子于2024年3月宣布对Bear Robotics进行6,000万美元的策略性投资,以加强其在服务机器人领域的布局。
此外,将先进的人工智慧技术整合到动态导航和避障系统中,无需昂贵的感测器硬体和预先绘製的路径,即可显着提升车队的扩充性。开发人员正积极利用基础模型和被动感测技术,提升机器人即时解读复杂环境的能力。这不仅显着降低了製造成本,还使配送单元能够在新的环境中自主运作,而无需事先进行地理空间测绘。 Vayu Robotics 于 2024 年 7 月宣布的一项合同,将部署 2500 台采用最新人工智慧基础模型和无雷射雷达感测器的机器人,正是这项技术进步的有力证明。
The Global Delivery Robots Market is projected to experience substantial growth, rising from USD 497.11 Million in 2025 to USD 2463.28 Million by 2031, reflecting a compound annual growth rate of 30.57%. These robots, defined as autonomous or semi-autonomous ground vehicles, are designed to transport goods from distribution centers to end customers with little to no human involvement. The market's expansion is fundamentally driven by the urgent need to lower increasing last-mile delivery expenses and address the persistent global shortage of logistics workers. Furthermore, the high volume of e-commerce transactions demands scalable, automated solutions to maintain operational efficiency and satisfy capacity requirements.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 497.11 Million |
| Market Size 2031 | USD 2463.28 Million |
| CAGR 2026-2031 | 30.57% |
| Fastest Growing Segment | 4 Wheels |
| Largest Market | North America |
However, widespread implementation is currently hindered by inconsistent regulatory frameworks regarding pedestrian safety and the use of autonomous devices on public sidewalks. These legislative variations create significant entry barriers across different jurisdictions. Despite these challenges, the sector continues to show momentum; according to the International Federation of Robotics, the professional transportation and logistics segment, including delivery platforms, achieved sales of 102,900 units in 2024. This figure highlights the robust industrial demand for automated transport solutions even amidst operational and regulatory complexities.
Market Driver
Addressing labor shortages and reducing last-mile operational costs are the primary drivers accelerating market growth. Logistics providers are increasingly utilizing autonomous ground vehicles to mitigate the high expense of human couriers and fill the widening workforce gap. These automated systems offer a consistent operational capability that is economically superior to human labor for repetitive tasks in residential and academic settings. For instance, Starship Technologies reported in a February 2024 press release regarding its $90 million fundraise that its autonomous robots had completed over 6 million deliveries, confirming the commercial viability of replacing conventional labor in high-frequency environments.
Concurrently, the rapid growth of on-demand food and grocery delivery services is transforming urban logistics infrastructure. Consumers now demand quick fulfillment, forcing platforms to integrate robotic fleets to handle peak order volumes without overwhelming existing courier networks. This shift has drawn significant investment toward scaling fleet capabilities for major aggregators. Serve Robotics Inc. announced in April 2024 that it had secured $40 million to expand operations for partners like Uber Eats, while Alibaba Group revealed in May 2024 that its Cainiao autonomous vehicles had cumulatively delivered over 29 million packages, emphasizing the scale of this integration.
Market Challenge
Inconsistent regulatory frameworks regarding pedestrian safety and the usage of autonomous devices on public sidewalks present a major obstacle to the Global Delivery Robots Market's expansion. This legislative patchwork forces manufacturers to deal with a complex array of local ordinances that specify different speed limits, weight restrictions, and operating hours. Consequently, companies struggle to standardize their fleets for global or national deployment, resulting in increased development costs and restricting many operations to geofenced pilot zones or private properties rather than scalable public networks.
The uncertainty surrounding these legal parameters significantly impacts procurement strategies, leading businesses to prefer flexible service models over permanent capital investments. This trend indicates a market adapting to the risks of changing compliance standards. According to the International Federation of Robotics, the fleet of transportation and logistics robots operating under a Robot-as-a-Service model increased by 42% in 2024. This sharp rise in service-based deployment suggests that while automation demand is strong, regulatory fragmentation compels the industry to adopt risk-averse business models, limiting direct asset sales and rapid adoption.
Market Trends
The expansion into indoor logistics applications within healthcare and hospitality marks a significant shift as manufacturers look beyond public sidewalk operations to manage unstructured indoor environments. This trend is fueled by the need for automated workflows in high-contact sectors, where robots assist staff by handling internal deliveries and dining services. Major consumer electronics companies are investing heavily to capitalize on this transition; for example, LG Electronics announced in March 2024 a strategic investment of $60 million in Bear Robotics to strengthen its portfolio in the service robotics domain.
Additionally, the integration of advanced AI for dynamic navigation and obstacle avoidance is transforming fleet scalability by eliminating the need for expensive sensor hardware and pre-mapped routes. Developers are increasingly using foundation models and passive sensing technologies to help robots interpret complex surroundings in real-time, which drastically reduces per-unit manufacturing costs. This technological advancement allows delivery units to operate autonomously in new environments without prior geospatial mapping constraints, as evidenced by Vayu Robotics' July 2024 announcement of a contract to deploy 2,500 robots using a modern AI foundation model with lidar-less sensors.
Report Scope
In this report, the Global Delivery Robots Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Delivery Robots Market.
Global Delivery Robots Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: