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封面
市場調查報告書
商品編碼
2005196

全球實體人工智慧市場（2026-2040 年）

The Global Physical Artificial Intellligence (AI) Market 2026-2040
出版日期: | 出版商: Future Markets, Inc. | 英文 900 Pages, 50 Tables, 42 Figures | 訂單完成後即時交付

價格

全球實體人工智慧市場涵蓋自主機器人、自動駕駛汽車、人形機器人、工業自動化、穿戴式裝置、智慧基礎設施以及人工智慧驅動的醫療和農業系統，預計到2040年將達到3.26兆美元，遠高於2026年的約3,830億美元，將是史上規模最大的科技市場擴張之一。此外，該市場競爭異常激烈，格局尚不明朗。在數位人工智慧領域，競爭格局正逐漸清晰，幾家總部位於美國、運作NVIDIA硬體並以英語網路資料訓練的基礎模式公司引領全球潮流。然而，物理人工智慧的前景仍然不明朗。影響成功的因素——製造能力、部署數據、監管速度、供應鏈管理以及基礎模型​​的智慧水平——分散在不同的公司之間，使得最終結果難以預測。這正是該市場最具戰略意義的洞見。

本報告深入分析了全球實體人工智慧市場，包括市場總規模和成長率、競爭格局和投資、採用障礙和法規結構等信息，以及涵蓋 10 個行業的 700 多家公司的概況。

目錄

第1章執行摘要

  • 實體人工智慧時代
  • 主要市場發現
  • 三階段招募框架
  • 投資激增：資本追隨信念。
  • 策略需求：機會有限。
  • 公開競賽：誰將引領實體人工智慧時代？
  • 本報告內容

第2章：引言：物理人工智慧革命

  • 什麼是物理人工智慧？
  • AI技術堆疊：物理AI定位
  • 發生了哪些變化：為什麼實體人工智慧現在可以部署了
  • 決定性的主張：公開賽
  • 市場結構：7個策略領域

第3章：核心技術架構

  • 物理人工智慧的三位一體：感知、判斷與行動
  • 感知層
  • 決策和推理層
  • 執行與控制層
  • 兼具柔軟性、可拉伸性和生物相容性的電子設備：新型材料平台
  • 用於物理人工智慧的車載運算和邊緣運算
  • 仿真數位雙胞胎基礎設施
  • 能量儲存和能源採集

第4章：實施差距與技術成熟度

  • 物理人工智慧超越人類表現的領域
  • 實施與實現之間差距仍然很大的領域。
  • 技術成熟度等級 (TRL) 評估：依應用

第5章：半導體和硬體生態系統

  • 實體人工智慧晶片的現狀
  • 零件市場的價值鏈
  • 供應鏈風險與地緣政治風險的程度
  • 人工智慧晶片部署面臨的市場挑戰

第6章：全球實體人工智慧市場：市場總規模與成長率（2026-2040 年）

  • 市場框架
  • 三階段招募框架：詳細結構
  • 價值池在整個堆疊中的分佈
  • 基於三種情境的收入預測（2026-2040 年）
  • 機器人市場：核心市場規模估算

第7章 工業自動化與智慧製造

  • 市場概況與策略背景
  • 機械臂和取放自動化
  • 電腦視覺品質檢測
  • 與人類合作的機器人（協作機器人）
  • 物理設備的預測性維護
  • 人工智慧驅動的倉庫和供應鏈自動化
  • 智慧建築人工智慧：建築環境中的實體人工智慧
  • 數位雙胞胎與智慧工廠的編配
  • 市場促進因素與挑戰
  • 公司簡介（88家公司簡介）

第8章：自動駕駛車輛與移動系統

  • 市場概況與策略背景
  • 自動駕駛汽車：從概念驗證到商業化
  • 自動化貨運：其商業性邏輯令人信服。
  • 自主無人機：三大商業市場
  • 最後一公里配送機器人：在人行道上自主行駛
  • 自主船舶系統
  • 空中計程車與城市空中交通：電動垂直起降飛行器市場
  • 監理情勢：各司法管轄區面臨的挑戰
  • 公司簡介

第9章：人形機器人與服務機器人

  • 市場概覽：從試點階段到生產階段
  • 三階段招募框架
  • 競爭格局
  • 平均售價趨勢
  • 區域動態
  • 公司簡介（110家公司簡介）

第10章 智慧基礎設施與建築環境

  • 市場概覽
  • 人工智慧驅動的暖通空調和能源管理
  • 智慧電網和能源基礎設施人工智慧
  • 基礎設施數位雙胞胎
  • 基礎設施中的實體安全和巡邏機器人
  • 智慧建築人工智慧：物理人工智慧觀點
  • 公司簡介

第11章：醫療物理人工智慧

  • 市場概覽：醫療物理人工智慧領域的機遇
  • 機器人：醫療設備領域成長最快的細分市場
  • 醫用外骨骼
  • 醫院物流與臨床支援機器人
  • 人工智慧驅動的診斷和臨床決策支持
  • 公司簡介（63家公司簡介）

第12章 農業技術與環境物理人工智慧

  • 市場概覽：農業物理人工智慧的轉折點
  • 自動曳引機和農業機械
  • 精密農業：感測器、分析、人工智慧
  • 農業無人機和空中平台
  • 從農場到餐桌：供應鏈與環境中的農業技術
  • 公司簡介（73家公司簡介）

第13章：防禦、安全與左右手靈巧的實體人工智慧

  • 市場概況：物理人工智慧的軍事化
  • 無人機（UAV）：主流平台
  • 無人地面車輛（UGV）
  • 無人船系統
  • 反無人機系統：成長最快的領域
  • 國防人工智慧軟體及指揮控制支持
  • 致命性自主武器的倫理與法律體制
  • 公司簡介（36家公司簡介）

第14章 空間機器人與極端環境

  • 市場概況：外星物理人工智慧
  • 行星探勘：探勘和著陸器
  • 空間服務、組裝和製造（ISAM）
  • 用於太空以外極端環境的機器人
  • 公司簡介

第15章：面向消費者的實體人工智慧與智慧家居

  • 市場概覽
  • 機器人吸塵器：物理人工智慧如何在大眾市場取得成功的案例研究。
  • 智慧家庭自動化：實體人工智慧控制層
  • 消費級戶外機器人
  • 個人機器人和陪伴機器人
  • 實體世界中的消費人工智慧：軟體層

第16章：穿戴式電子設備與實體人工智慧的融合

  • 穿戴式電子產品市場：短期內實體人工智慧細分市場規模最大
  • 市場區隔：產品和收入
  • 消費性穿戴裝置：按類別分類的銷售額（2020-2040 年）
  • 市場領導者：全球穿戴電子產品出貨量（2025 年）
  • XR（AR/VR/MR）：關鍵成長促進因素
  • 智慧型手錶和健身追蹤器：一個成熟的平台
  • 醫療穿戴裝置
  • 可聽設備：大規模人工智慧音頻
  • 智慧戒指：最常見的實體人工智慧形式
  • 智慧服飾和電子紡織品
  • 穿戴式科技的主要發展趨勢（2026-2040 年）
  • 穿戴式裝置作為實體人工智慧整合層
  • 公司簡介

第17章：地方市場

  • 北美洲
    • 市場地位
    • 戰略優勢
    • 抑制因子
  • 歐洲
    • 市場地位
    • 戰略優勢
    • 抑制因子
    • 各國動態
  • 中國
    • 市場地位
    • 結構優勢
    • 抑制因子
  • 亞太地區（不包括中國）
    • 日本
    • 韓國
    • 印度
    • 新加坡及東南亞
  • 其他地區
    • 中東
    • 拉丁美洲
    • 非洲

第18章：競爭格局與投資

  • 投資激增
  • 投資主題
  • 競爭力分析：分層
  • 主要戰略戰場
  • 主要實體人工智慧投資者
  • 併購情勢
  • AMI Labs的策略定位

第19章：物理人工智慧普及的主要障礙

  • 技術壁壘
  • 經濟壁壘
  • 監管障礙

第20章法規結構

  • 美國
  • 歐洲聯盟
  • 中國
  • 監理差異風險

第21章：物理人工智慧的主權與地緣政治

  • 一個新興的技術強區
  • 中美實體人工智慧競賽
  • 歐洲的戰略困境
  • 作為中等強國的機會
  • 物理人工智慧和工業主權的未來

第22章：物理人工智慧的新領域（2028-2040年）

  • 收斂視界
  • 腦機介面和物理人工智慧
  • 量子感測和物理人工智慧感知
  • 生物和物理人工智慧的融合
  • 氣候物理人工智慧

第23章 結論與展望

  • 接下來的十年
  • 三個關鍵變數
  • 基礎知識

第24章附錄

第25章 參考文獻

The global Physical AI market - encompassing autonomous robots, self-driving vehicles, humanoid systems, industrial automation, wearables, smart infrastructure, and AI-enabled medical and agricultural systems - is forecast to grow from approximately $383 billion in 2026 to $3.26 trillion by 2040, representing one of the largest technology market expansions in history. It is also, uniquely, an open race. In digital AI, the competitive outcome is increasingly settled. A small number of American foundation model companies, running on NVIDIA hardware, trained on English-dominant internet data, define the global frontier. Physical AI has not settled. The dimensions on which it will be decided - manufacturing capability, deployment data, regulatory speed, supply chain control, and foundation model intelligence - are distributed across different players in ways that make the final outcome genuinely unpredictable. That is the most strategically important observation about this market.

The Global Physical AI Market 2026-2040 Future Markets, Inc. - 902 pages - 50 tables - 42 figures.

The Global Physical AI Market 2026-2040 is the most comprehensive single-volume analysis of artificial intelligence deployed in the physical world - systems that perceive through sensors, reason through learned models, and act through motors, actuators, and manipulators embedded in robots, vehicles, drones, infrastructure, and wearable devices. The report spans nine primary vertical sectors plus the wearable electronics interface layer and the foundational semiconductor stack that underpins all of them, integrating data from six proprietary Future Markets source reports.

The central thesis - The Open Race - is the report's load-bearing editorial position: no single geography, company, or technology architecture has yet combined intelligence, manufacturing cost, certified trustworthiness, and deployment density in a way that determines the Physical AI era's winner. The United States leads at the AI intelligence layer; China leads at manufacturing scale and cost; Europe leads in certified trustworthiness and industrial deployment density; Japan leads in operational deployment data accumulated through the world's highest robot density. Each advantage is genuine and none is sufficient alone. The 2026-2032 window - when these constraints are most actively being contested - will determine outcomes that compound for decades.

Physical AI adoption is structured around a Three-Wave Framework: Wave 1, the Industrial Proving Ground, concentrates deployment in constrained, structured environments with clear return on investment; Wave 2, Cross-Sector Expansion, extends Physical AI into semi-structured environments as unit economics improve and Chinese manufacturing drives price compression; and Wave 3, Consumer and Sovereign Deployment, brings Physical AI into homes, individual bodies, and national infrastructure at scale. The foundational semiconductor ecosystem - encompassing GPUs, FPGAs, ASICs, and neuromorphic processors for edge inference, real-time sensor processing, and safety-critical embedded control - underpins every Physical AI application covered in the report.

The report profiles more than 700 companies across ten sectors in a consistent format covering country of origin, business overview and funding history, products and technology, and website. Sectors covered are: Industrial Automation and Smart Manufacturing; Autonomous Vehicles and Mobility Systems - including self-driving cars, autonomous freight, last-mile delivery robots, delivery drones, autonomous maritime systems, eVTOL air taxis, vertiport infrastructure, and UTM platforms; Humanoid and Service Robots; Smart Infrastructure and the Built Environment - including building AI platforms, physical security and access control, patrol and cleaning robots, smart elevators, smart energy and grid AI, AI-controlled smart glazing, and smart HVAC and climate AI; Healthcare and Medical Physical AI; AgriTech and Environmental Physical AI; Defence, Security and Dual-Use Physical AI; Space Robotics and Extreme Environments - including space and orbital systems, underwater and deep sea, nuclear and radiation hazard, mining and subsurface, and hazardous environment inspection for oil and gas and industrial infrastructure; Consumer Physical AI and Smart Home; and Wearable Electronics and Physical AI Integration across twelve sub-segments spanning smartwatches, smart rings, AR/VR/XR and smart glasses, AI hearables, medical and clinical wearables, exoskeletons, neural interfaces and BCI, industrial and worker safety wearables, smart clothing and e-textiles, wearable AI chips and compute platforms, sports and performance wearables, and remote patient monitoring platforms.

Report contents include:

  • Executive Summary - The Physical AI moment and why it differs fundamentally from digital AI; top-line findings across ten verticals; the macro pull of structural labour shortages driving inevitable adoption; the semiconductor foundation enabling all Physical AI applications; the Three-Wave adoption framework; the investment surge and what it signals about institutional conviction; strategic imperatives and the narrow positioning window; and the Open Race thesis - why the United States, China, Europe, and Japan each hold genuine but incomplete advantages, and what winning actually requires
  • Introduction: The Physical AI Revolution - Definition of Physical AI and the Sense-Decide-Act triad; how Physical AI differs structurally from digital AI; the technology breakthroughs that have made deployment commercially viable now; the Open Race defining thesis; and the seven strategic market arenas covered by the report
  • Core Technology Architecture - Multimodal sensor fusion; wearable and on-body sensor integration; event-based cameras as the next perception frontier; Vision-Language-Action models and the new architectural standard; Physical Intelligence Pi-0 and the foundation model race; NVIDIA Cosmos world models and physical simulation; reinforcement and imitation learning; open-source democratisation of robotics AI; actuator technologies; the dexterous manipulation challenge; wearable actuators including haptics, exoskeletal, and therapeutic systems; flexible and biointegrated electronics; onboard and edge computing; simulation and digital twin infrastructure; and energy storage and harvesting
  • The Embodiment Gap and Technology Maturity - A detailed assessment of where Physical AI already surpasses human performance; where the embodiment gap remains critical and why; and Technology Readiness Level assessments by application across all verticals
  • Semiconductor and Hardware Ecosystem - The global AI chip market structure and growth trajectory; GPU, FPGA, and ASIC architecture breakdown and Physical AI relevance; end-market demand by application including automotive and IoT; regional AI chip revenues and the bifurcation dynamic; the Physical AI component value chain covering actuators, sensors, compute, and power systems; supply chain risk and geopolitical exposure; and structural challenges to AI chip deployment for Physical AI applications
  • Global Physical AI Market: Aggregate Size and Growth - Market framing and definitional scope; the Three-Wave adoption framework in detail; value pool distribution across the technology stack from chips to applications; three-scenario revenue forecasts covering conservative, base, and optimistic trajectories; and robotics market sizing within the broader Physical AI context
  • Industrial Automation and Smart Manufacturing - Robotic arms and pick-and-place automation; the AI transition in industrial robotics; computer vision quality inspection; collaborative robots and the ISO/TS 15066 safety framework; human-robot collaboration case studies; predictive maintenance and sensor-fusion monitoring; AI-driven warehouse automation and autonomous mobile robots; smart building AI in manufacturing; digital twins and smart factory orchestration; market drivers and challenges; and company profiles
  • Autonomous Vehicles and Mobility Systems - Self-driving cars and the SAE autonomy framework; Waymo's commercial leadership and data advantages; Tesla's vision-only alternative; Chinese autonomous vehicle leaders; the economics of driverless trucking; autonomous drone markets across delivery, inspection, and defence; last-mile sidewalk delivery robots; autonomous maritime systems; the eVTOL market including aircraft manufacturers, certification landscape, and vertiport infrastructure; and the regulatory landscape by jurisdiction across major markets; and company profiles
  • Humanoid and Service Robots - The transition from pilots to production; the Three-Wave adoption framework applied to humanoids; competitive landscape across US, Chinese, European, and Japanese players; average selling price trajectory and the cost compression driving the consumer wave; regional dynamics; and company profiles
  • Smart Infrastructure and the Built Environment - AI-driven HVAC and energy management; smart grid and energy infrastructure AI; digital twins for urban infrastructure; physical security and patrol robots; smart building AI platforms and the Physical AI perspective; and company profiles
  • Healthcare and Medical Physical AI - The healthcare Physical AI opportunity and structural demand drivers; surgical robotics market structure and key platforms; medical exoskeletons for rehabilitation and worker assistance; hospital logistics and clinical support robots; AI diagnostic and clinical decision support; and company profiles
  • AgriTech and Environmental Physical AI - Agriculture's Physical AI inflection point and the labour crisis driving adoption; autonomous tractors and field equipment; precision agriculture through sensors, analytics, and AI; agricultural drones and aerial platforms; farmgate-to-fork supply chain and environmental applications; and company profiles
  • Defence, Security and Dual-Use Physical AI - The militarisation of Physical AI; unmanned aerial vehicles as the dominant platform; unmanned ground vehicles; autonomous maritime systems; counter-UAS as the fastest-growing segment; defence AI software and command enablement platforms; the ethical and legal framework for lethal autonomous weapons systems; and company profiles
  • Space Robotics and Extreme Environments - Physical AI beyond Earth; planetary exploration rovers and landers; in-space servicing, assembly and manufacturing; and extreme environment robots spanning underwater, nuclear, mining, and hazardous industrial inspection applications; and company profiles
  • Consumer Physical AI and Smart Home - Robot vacuums as Physical AI's mass-market success story; smart home automation and the Physical AI control layer; consumer outdoor robots; personal and companion robots; and consumer AI software platforms; and company profiles
  • Wearable Electronics and Physical AI Integration - The wearable electronics market as the largest near-term Physical AI segment; market segmentation by product category and revenue; consumer wearable unit shipment forecasts; market leaders by shipments; extended reality as the dominant growth driver; smartwatches and fitness trackers; medical and healthcare wearables; hearables; smart rings; smart clothing and e-textiles; key technology trends through the forecast period; wearables as the on-body Physical AI integration layer; and company profiles
  • Regional Markets - Detailed analysis of North America, Europe, China, and Rest of World including Asia-Pacific, Middle East, Latin America, and Africa - covering investment dynamics, regulatory environments, deployment density, and competitive positioning
  • Competitive Landscape and Investment - The investment surge and what it signals; key investment themes driving capital allocation; competitive dynamics by technology stack layer; key strategic battlegrounds; leading Physical AI investors; and the AMI Labs strategic position as a case study in European Physical AI ambition
  • Key Barriers to Physical AI Adoption - Technical barriers including the embodiment gap and sensor limitations; economic barriers including capital costs and ROI timelines; and regulatory barriers including liability, certification, and standards fragmentation
  • Regulatory Frameworks - United States regulatory approach and federal agency roles; European Union AI Act implications for Physical AI; and China's regulatory environment and state-directed deployment strategy
  • Physical AI Sovereignty and Geopolitics - The new geography of technological power; the US-China Physical AI competition across intelligence, manufacturing, and semiconductor layers; Europe's strategic dilemma between industrial capability and capital constraints; and the middle power opportunity for Japan, South Korea, India, and the Gulf states
  • Emerging Physical AI Frontiers - Brain-computer interfaces and the next human-machine integration layer; quantum sensing and Physical AI perception; biological-physical AI integration; and climate Physical AI applications
  • Research Methodology and References - Report scope and definitions; primary and secondary data sources; market sizing methodology; and limitations and key assumptions

Companies profiled include Abbott, Accuray, Activ Surgical, Advanced Farm Technologies, AeiRobot, Aeolus Robotics, AeroFarms, AeroVironment, Aethon (TUG), AGCO Corporation, AgEagle, Agersens, Agibot / Zhiyuan Robot, Agility Robotics, AGROINTELLI, AgriTask, Agtonomy, AiCure, AiQ Smart Clothing, AI SpaceFactory, AirMap, AirSeed Technologies, AIR (AIR ONE), Airbus (Zephyr HAPS), Aidoc, AliveCor, ALS (Automated Laboratory Systems), Altius Space Machines, Altitude Angel, AltoVolo, Amazfit / Zepp Health, Ambi Robotics, Amazon Prime Air, Amazon Robotics, Analog Devices, Anduril Industries, ANRA Technologies, ANYbotics, Aohang Intelligent Technology, APOTECAchemo, Apple, Apple (Vision Pro), Applied Intuition, Apptronik, Aquabotix, Arable, Archer Aviation, ARX Robotics, ARxIUM, Asensus Surgical (KARL STORZ), ASI Mining, ASSA ABLOY, Ascendance Flight Technologies, Astrobotic Technology, Astroscale, Atlas Elektronik, AutoFlight, AutoGrid, AutoStore, Automated Packaging Systems, Auterion, Ava Robotics, Avidbots, Axibo, Axon Enterprise (TASER / AI Defence), Axis Communications, Baidu Apollo Go, Balyo, Bang & Olufsen, Barnstorm AgTech, Bastian Solutions, BD (Becton Dickinson) / BD Rowa / BD Pyxis, Bedrock Robotics, BeeHero, Bell Flight (Bell Textron) Nexus / APT, Berkshire Grey, BETA Technologies, Beyond Imagination, Biofourmis, BioIntellisense, Bionik Labs, Blue In, Blue Origin, Blue River Technology (John Deere), Blue White Robotics, Boardwalk Robotics, Boart Longyear, Boeing / Wisk Aero, Boeing (space systems), Bonsai Robotics, Booster Robotics, Borg Robotics, Bosch, Bosch Sensortec, Bose, Boston Dynamics, Boston Dynamics (Spot), The Bot Company, Brain Corp, Brainbox AI, Brainlab, Breaker Industries, BrightFarms, Bright Machines, BROKK, BuildingIQ, Built Robotics, Bureau Veritas, Burro, C3.ai, CACI International, Camus Energy, CardieX, Carrier Global, Carbon Robotics, Caterpillar, Cattle Eye, Circular, Clearpath Robotics, ClearSpace, CNH Industrial (Case IH / New Holland), Cobalt Robotics, Coco, Cognex, Comau, Connecterra, Contoro Robotics, CopperTree Analytics, Corindus (Siemens Healthineers), Covariant, CREAL SA, CropX, Cubic Farm Systems, Current Health, Cyberdyne, Cyberdyne (HAL), CycloTech, Daikin, DARPA (RSGS program), Dascena, Dataa Robotics, Dedrone (Axon), DEKA Research, DeLaval, Denso Robotics, Deep Robotics, Deep Trekker, Devanthro, Dexcom, Diehl Aviation, Digger DTR, Diligent Robotics, DistalMotion, DJI, Dobot Robotics, Doccla, DOK-ING, D-Orbit, Dogtooth Technologies, Doroni Aerospace, Dreame Technology, DroneDeploy, Dronamics, Dufour Aerospace, Durr, Dusty Robotics, Dwbrobot, Dyna Robotics, Dynium Robot, EarthSense, ECA Group, Ecobee, Ecorobotix, Ecovacs, Eden Green Technology, Ehang, Eka Robotics, Ekso Bionics, Electron Robots, Elephant Robotics, Elevate Farms, Elexon Mining, Elbit Systems, Elroy Air, Embodied Inc., Emerson Electric / AspenTech, Emesent, Emotiv, Enchanted Tools, EngineAI, Engineered Arts, Enkel Energi, Enlighted (Siemens), Enline Energy, Epi-Watch, Epiroc, Epirus, Epson (Moverio), Epson Robots, Epoch Robotics / ROBOTERA, ERC System, Equivital, Eureka Robotics, Eve Air Mobility, Eviation, Exyn Technologies, FANUC, Farm-ng, FarmWise, FDROBOT, Ferrovial Vertiports, Fetch Robotics / Zebra Technologies, FFRobotics, Field AI, Figure AI, Fitbit (Google), Flyability, Flytrex, FLIR Systems / Teledyne FLIR, FLSmidth, Formic, ForwardX Robotics, Foundation Robotics, Fourier Intelligence, Four Growers, Foxglove, Freight Farms, Furhat Robotics, Galaxea AI, Galbot, Garmin, Gatik, Gather AI, Gauzy, GE Aerospace (eVTOL / AAM Division), GE HealthCare, GEA, Geek+, Generalist, Generative Bionics, Generation Robots, Genetec, Ghost Robotics, GITAI, Globus Medical, Gradient Comfort, Greeneye Technology, GreyOrange, Hanson Robotics, Harvest Automation, Harvest CROO Robotics, Heart Aerospace, Hexagon Manufacturing Intelligence, HID Global, Hirebotics, Hitachi, Hocoma, Holiday Robotics, Honda, Honeywell Building Management, Honeywell Intelligrated, Horizon Aircraft, HTC (Vive XR), Hullbot, Humanoid (SKL Robotics), Huntington Ingalls Industries (REMUS), Huawei, Hylio, IBM, IBM Maximo, ICON (extraterrestrial construction), Inceptio, iniVation AG, InstantEye Robotics, IntBot, Interactive Wear, InteraXon (Muse), InTouch Health (Teladoc), InVia Robotics, Inuktun, Iron Ox, iRhythm, Isansys Lifecare, Itron, i.v.STATION, Jabra (GN Audio), JAKA Robotics, Jaunt Air Mobility, JBT Corporation, Joby Aviation, John Deere, Johnson & Johnson MedTech (OTTAVA), Johnson Controls, JOZ-Tech, JuneBrain, KAKTI, Kaman (KMAX), Kawada Robotics, Kawasaki Heavy Industries, Kawasaki Heavy Industries Robotics, Keenon Robotics, Kepler Exploration Robotics, Kernel, Keybotic, Kiwibot, KION Group, Kinestral Technologies, KNAPP, KODE Labs, Kodiak Robotics, Koidra, KONE, KUKA, Kubota, Kuafu, K.U.L.T, L3Harris Technologies, Landis+Gyr, Laronix, Leju Robotics, Lely, Leonardo DRS, Levi Strauss (Project Jacquard), LifeSignals Group, Liebherr, LimX Dynamics, Lockheed Martin, Locus Robotics, Loki Robotics, Lucid Audio, Lunar Outpost, Lumos Robotics, MacLean Engineering, Macco Robotics, Magic Leap, MagicLab, Malloy Aeronautics, Manna Drone Delivery, MANUS Technology Group, MARTAC, Masimo, Matic (Robotics), Maxar Technologies, May Mobility, Mayflower Autonomous Ship (ProMare / IBM), MDT, Mecademic, Medra, Medrobotics, Medtronic, Mendaera, Mentee Robotics, Meta and more....

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

  • 1.1 The Physical AI Moment
    • 1.1.1 The Macro Pull: Why Physical AI Is Structurally Inevitable
  • 1.2 Top-Line Market Findings
    • 1.2.1 The Semiconductor Foundation: The $455 Billion Enabler
  • 1.3 The Three-Wave Adoption Framework
    • 1.3.1 The Cost Compression Curve: From Enterprise to Consumer
  • 1.4 The Investment Surge: Capital Follows Conviction
  • 1.5 Strategic Imperatives: The Window Is Narrow
  • 1.6 THE OPEN RACE: Who Leads the Physical AI Era?
    • 1.6.1 What Victory Looks Like: The Three Combinations That Win
  • 1.7 What This Report Covers

2 INTRODUCTION: THE PHYSICAL AI REVOLUTION

  • 2.1 What Is Physical AI?
  • 2.2 The AI Technology Stack: Where Physical AI Sits
  • 2.3 What Has Changed: Why Physical AI Is Deployable Now
  • 2.4 The Defining Thesis: An Open Race
  • 2.5 Market Architecture: The Seven Strategic Arenas

3 CORE TECHNOLOGY ARCHITECTURE

  • 3.1 The Physical AI Triad: Sense, Decide, Act
  • 3.2 Sensing and Perception Layer
    • 3.2.1 Multimodal Sensor Fusion
    • 3.2.2 Wearable and On-Body Sensor Integration
    • 3.2.3 Event-Based Cameras: The Next Perception Frontier
  • 3.3 Decision-Making and Reasoning Layer
    • 3.3.1 Vision-Language-Action Models: The New Architectural Standard
    • 3.3.2 Physical Intelligence (Pi-) and the Foundation Model Race
    • 3.3.3 World Models and Physical Simulation: The NVIDIA Cosmos Platform
    • 3.3.4 Reinforcement Learning and Imitation Learning
    • 3.3.5 Open-Source and Democratization of Robotics AI
  • 3.4 Actuation and Control Layer
    • 3.4.1 Actuator Technologies
    • 3.4.2 The Dexterous Manipulation Problem: The 31% BOM Challenge
    • 3.4.3 Wearable Actuators: Haptics, Exoskeletal, and Therapeutic
  • 3.5 Flexible, Stretchable, and Biointegrated Electronics: The New Materials Platform
    • 3.5.1 Advanced Materials: The Enabling Layer
      • 3.5.1.1 Graphene and 2D Materials
      • 3.5.1.2 Silver Nanowires and Conductive Inks
      • 3.5.1.3 Piezoelectric Polymers (PVDF)
      • 3.5.1.4 Electroactive Nanomaterials
      • 3.5.1.5 Cellulose and Sustainable Biopolymers
      • 3.5.1.6 Magnetically Responsive Materials
      • 3.5.1.7 Ionic Conductors and Hydrogel Electronics
      • 3.5.1.8 Phase Change Materials for Thermal Management
      • 3.5.1.9 Metamaterials and Architected Materials
    • 3.5.2 Flexible Hybrid Electronics (FHE) for Physical AI
    • 3.5.3 Stretchable Artificial Skin and Electronic Skin Systems
    • 3.5.4 E-Textiles and Smart Apparel
  • 3.6 Onboard and Edge Computing for Physical AI
    • 3.6.1 The Real-Time Processing Imperative
    • 3.6.2 NVIDIA Jetson Thor: The Physical AI Compute Standard
    • 3.6.3 Fleet Intelligence and Distributed Learning Networks
  • 3.7 Simulation and Digital Twin Infrastructure
    • 3.7.1 The Simulation Imperative
    • 3.7.2 The Sim-to-Real Gap: The Remaining Challenge
  • 3.8 Energy Storage and Harvesting
    • 3.8.1 Battery Technology Roadmap
    • 3.8.2 Triboelectric Nanogenerators (TENGs): Body-Powered Physical AI
    • 3.8.3 Smart Building Energy Integration

4 THE EMBODIMENT GAP AND TECHNOLOGY MATURITY

  • 4.1 Where Physical AI Surpasses Human Performance
  • 4.2 Where the Embodiment Gap Remains Critical
  • 4.3 Technology Readiness Level (TRL) Assessment by Application

5 SEMICONDUCTOR AND HARDWARE ECOSYSTEM

  • 5.1 The Physical AI Chip Landscape
    • 5.1.1 AI Chip Market Size and Growth 2024-2034
    • 5.1.2 Architecture Breakdown: GPU, FPGA, ASIC
    • 5.1.3 Key Players by Category
  • 5.2 Component Market Value Chain
    • 5.2.1 Actuators and Transmissions
    • 5.2.2 Sensors and Perception Hardware
    • 5.2.3 Computing and Control Systems
    • 5.2.4 Power Systems and Batteries
  • 5.3 Supply Chain Risk and Geopolitical Exposure
    • 5.3.1 Government Funding - The Strategic Investment Race
  • 5.4 Market Challenges to AI Chip Deployment

6 GLOBAL PHYSICAL AI MARKET: AGGREGATE SIZE AND GROWTH 2026-2040

  • 6.1 Framing the Market
  • 6.2 The Three-Wave Adoption Framework: Detailed Structure
    • 6.2.1 Wave 1: Industrial Proving Ground (2026-2030)
    • 6.2.2 Wave 2: Cross-Sector Expansion (2030-2040)
    • 6.2.3 Wave 3: Consumer and Sovereign Deployment (2035-2040)
  • 6.3 Value Pool Distribution Across the Stack
  • 6.4 Three-Scenario Revenue Forecasts 2026-2040
  • 6.5 The Robotics Market Specifically: Sizing the Core

7 INDUSTRIAL AUTOMATION AND SMART MANUFACTURING

  • 7.1 Market Overview and Strategic Context
  • 7.2 Robotic Arms and Pick-and-Place Automation
    • 7.2.1 Industrial Robot Market Structure
    • 7.2.2 The AI Transition in Industrial Robotics
    • 7.2.3 Pick-and-Place: From Fixed Programs to Foundation Models
  • 7.3 Computer Vision Quality Inspection
    • 7.3.1 Performance Capabilities
    • 7.3.2 Application Domains
    • 7.3.3 The AI Revolution in Quality: From Fixed Templates to Adaptive Learning
  • 7.4 Collaborative Robots (Cobots) Working Alongside Humans
    • 7.4.1 The Cobot Market: Structure and Growth
    • 7.4.2 Safety Standards and the ISO/TS 15066 Framework
    • 7.4.3 Human-Robot Collaboration ROI: Case Studies
  • 7.5 Predictive Maintenance on Physical Equipment
    • 7.5.1 Market Size and Value Proposition
    • 7.5.2 Sensor-Fusion Monitoring: Vibration, Thermal, Acoustic
    • 7.5.3 Industrial Wearables for Worker Safety and Ergonomics
  • 7.6 AI-Driven Warehouse and Supply Chain Automation
    • 7.6.1 The Warehouse: Physical AI's Commercial Proving Ground
    • 7.6.2 Autonomous Mobile Robots (AMRs): The Foundation Layer
    • 7.6.3 Fleet Intelligence: The Data Flywheel in Action
  • 7.7 Smart Building AI: Physical AI in the Built Environment
    • 7.7.1 What Makes a Building "Smart" from a Physical AI Perspective
    • 7.7.2 HVAC Optimization: The Largest Energy Reduction Opportunity
    • 7.7.3 Smart Glazing: AI-Integrated Electrochromic Windows
    • 7.7.4 Security Patrol Robots in Smart Buildings
  • 7.8 Digital Twins and Smart Factory Orchestration
    • 7.8.1 The Digital Twin Revolution in Manufacturing
  • 7.9 Market Drivers and Challenges
  • 7.10 Company Profiles (88 company profiles)

8 AUTONOMOUS VEHICLES AND MOBILITY SYSTEMS

  • 8.1 Market Overview and Strategic Context
  • 8.2 Self-Driving Cars: From Proof of Concept to Commercial Reality
    • 8.2.1 The SAE Autonomy Framework: Where We Stand
    • 8.2.2 Waymo: The Unambiguous Leader
    • 8.2.3 Tesla Full Self-Driving: The Vision-Only Alternative
    • 8.2.4 Chinese Autonomous Vehicle Leaders: Baidu Apollo and Pony.ai
  • 8.3 Autonomous Freight: The Commercial Logic is Compelling
    • 8.3.1 The Economics of Driverless Trucking
    • 8.3.2 Aurora Innovation: First Commercial Driverless Freight Service
    • 8.3.3 The Autonomous Freight Market Opportunity
  • 8.4 Autonomous Drones: Three Commercial Markets
    • 8.4.1 Delivery Drones: Last-Mile Economics and Regulatory Progress
    • 8.4.2 Surveying, Inspection, and Industrial Drones
    • 8.4.3 Military and Surveillance Drones
  • 8.5 Last-Mile Delivery Robots: Sidewalk Autonomy
    • 8.5.1 The Sidewalk Robot Market
  • 8.6 Autonomous Maritime Systems
    • 8.6.1 Commercial Shipping: The Port-to-Port Opportunity
    • 8.6.2 Autonomous Underwater Vehicles (AUVs) in Commercial Applications
  • 8.7 Air Taxis and Urban Air Mobility: The eVTOL Market
    • 8.7.1 Market Context and the Shakeout to Date
    • 8.7.2 eVTOL Market Forecast 2026-2040
    • 8.7.3 The Certification Landscape: Who Is Winning the Race
    • 8.7.4 Joby Aviation: The Consensus Frontrunner
    • 8.7.5 Archer Aviation and the Stellantis Manufacturing Partnership
    • 8.7.6 Vertiport Infrastructure: The Missing Link
  • 8.8 Regulatory Landscape: The Jurisdiction-by-Jurisdiction Challenge
    • 8.8.1 SAE Level 4/5 Regulation by Jurisdiction
  • 8.9 Company Profiles
    • 8.9.1 SELF-DRIVING CARS AND ROBOTAXIS (12 company profiles)
    • 8.9.2 AUTONOMOUS TRUCKING AND FREIGHT (8 company profiles)
    • 8.9.3 LAST-MILE DELIVERY ROBOTS (SIDEWALK) (5 company profiles)
    • 8.9.4 DELIVERY DRONES (7 company profiles)
    • 8.9.5 AUTONOMOUS MARITIME SYSTEMS (3 company profiles)
    • 8.9.6 eVTOL AIRCRAFT MANUFACTURERS (37 company profiles)
    • 8.9.7 VERTIPORT AND UAM INFRASTRUCTURE (4 company profiles)
    • 8.9.8 AIRSPACE MANAGEMENT AND UTM PLATFORMS (4 company profiles)

9 HUMANOID AND SERVICE ROBOTS

  • 9.1 Market Overview: From Pilots to Production
  • 9.2 The Three-Wave Adoption Framework
    • 9.2.1 Wave 1: Industrial Applications (2025-2030)
    • 9.2.2 Wave 2: Consumer/Developer (2027-2033)
    • 9.2.3 Wave 3: Medical/Elder Care (2030-2040+)
  • 9.3 Competitive Landscape
  • 9.4 Average Selling Price Trajectory
  • 9.5 Regional Dynamics
  • 9.6 Company Profiles (110 company profiles)

10 SMART INFRASTRUCTURE AND THE BUILT ENVIRONMENT

  • 10.1 Market Overview
  • 10.2 AI-Driven HVAC and Energy Management
    • 10.2.1 The AI HVAC optimization stack
  • 10.3 Smart Grid and Energy Infrastructure AI
  • 10.4 Digital Twins for Infrastructure
  • 10.5 Physical Security and Patrol Robots in Infrastructure
  • 10.6 Smart Building AI: Physical AI Perspective
  • 10.7 Company Profiles
    • 10.7.1 BUILDING AI PLATFORMS AND MANAGEMENT SYSTEMS (22 company profiles)
    • 10.7.2 SECURITY, ACCESS CONTROL AND SURVEILLANCE AI (5 company profiles)
    • 10.7.3 PATROL AND SECURITY ROBOTS (2 company profiles)
    • 10.7.4 CLEANING AND DISINFECTION ROBOTS (9 company profiles)
    • 10.7.5 SMART ELEVATORS, ESCALATORS AND VERTICAL TRANSPORT (4 company profiles)
    • 10.7.6 SMART ENERGY AND GRID AI (12 company profiles)
    • 10.7.7 AI-CONTROLLED SMART GLAZING (4 company profiles)
    • 10.7.8 SMART HVAC AND CLIMATE AI (6 company profiles)

11 HEALTHCARE AND MEDICAL PHYSICAL AI

  • 11.1 Market Overview: The Healthcare Physical AI Opportunity
  • 11.2 Robotics: The Fastest-Growing Medical Device Segment
  • 11.3 Medical Exoskeletons
  • 11.4 Hospital Logistics and Clinical Support Robots
    • 11.4.1 Deployed platforms
  • 11.5 AI Diagnostic and Clinical Decision Support
  • 11.6 Company Profiles (63 company profiles)

12 AGRITECH AND ENVIRONMENTAL PHYSICAL AI

  • 12.1 Market Overview: Agriculture's Physical AI Inflection Point
  • 12.2 Autonomous Tractors and Field Equipment
    • 12.2.1 The Autonomous Tractor: From Autosteer to Full Autonomy
    • 12.2.2 Weeding Robots: The Killer App for Specialty Crops
    • 12.2.3 Robotic Harvesting
  • 12.3 Precision Agriculture: Sensors, Analytics, and AI
    • 12.3.1 Crop Monitoring and Analytics
    • 12.3.2 Precision Livestock Farming
  • 12.4 Agricultural Drones and Aerial Platforms
  • 12.5 Farmgate to Fork: AgriTech in Supply Chain and Environment
    • 12.5.1 Smart Logistics and Cold Chain
    • 12.5.2 Environmental Monitoring Physical AI
  • 12.6 Company Profiles (73 company profiles)

13 DEFENSE, SECURITY AND DUAL-USE PHYSICAL AI

  • 13.1 Market Overview: The Militarization of Physical AI
  • 13.2 Unmanned Aerial Vehicles (UAVs): The Dominant Platform
  • 13.3 Unmanned Ground Vehicles (UGVs)
  • 13.4 Unmanned Maritime Systems
  • 13.5 Counter-UAS: The Fastest-Growing Segment
  • 13.6 Defense AI Software and Command Enablement
  • 13.7 Ethical and Legal Framework for Lethal Autonomous Weapons
  • 13.8 Company Profiles (36 company profiles)

14 SPACE ROBOTICS AND EXTREME ENVIRONMENTS

  • 14.1 Market Overview: Physical AI Beyond Earth
  • 14.2 Planetary Exploration: Rovers and Landers
    • 14.2.1 Lunar Exploration: The Physical AI Proving Ground
    • 14.2.2 Mars: The Long-Duration Autonomy Frontier
    • 14.2.3 Asteroid Mining and Deep Space
  • 14.3 In-Space Servicing, Assembly, and Manufacturing (ISAM)
  • 14.4 Extreme Environment Robots Beyond Space
  • 14.5 Company Profiles
    • 14.5.1 SPACE & ORBITAL (23 company profiles)
    • 14.5.2 UNDERWATER & DEEP SEA (9 company profiles)
    • 14.5.3 NUCLEAR & RADIATION HAZARD (2 company profiles)
    • 14.5.4 MINING & SUBSURFACE (27 company profiles)
    • 14.5.5 HAZARDOUS ENVIRONMENT INSPECTION (OIL & GAS, INDUSTRIAL, INFRASTRUCTURE) (7 company profiles)

15 CONSUMER PHYSICAL AI AND SMART HOME

  • 15.1 Market Overview
  • 15.2 Robot Vacuums: Physical AI's Mass-Market Success Story
  • 15.3 Smart Home Automation: The Physical AI Control Layer
  • 15.4 Consumer Outdoor Robots
  • 15.5 Personal and Companion Robots
  • 15.6 Consumer AI in the Physical World: The Software Layer

16 WEARABLE ELECTRONICS AND PHYSICAL AI INTEGRATION

  • 16.1 The Wearable Electronics Market: The Largest Near-Term Physical AI Segment
  • 16.2 Market Segmentation: Products and Revenue
  • 16.3 Consumer Wearables: Units by Category 2020-2040
  • 16.4 Market Leaders: Global Wearable Electronics Shipments 2025
  • 16.5 Extended Reality (AR/VR/MR): The Dominant Growth Driver
    • 16.5.1 Current XR Landscape
    • 16.5.2 XR Technology Roadmap
  • 16.6 Smartwatches and Fitness Trackers: The Proven Platform
  • 16.7 Medical and Healthcare Wearables
  • 16.8 Hearables: AI Audio at Scale
  • 16.9 Smart Rings: Physical AI's Most Intimate Form Factor
  • 16.10 Smart Clothing and E-Textiles
  • 16.11 Key Wearable Technology Trends 2026-2040
  • 16.12 Wearables as Physical AI Integration Layer
  • 16.13 Company Profiles
    • 16.13.1 SMARTWATCH AND GENERAL WEARABLE AI PLATFORMS (10 company profiles)
    • 16.13.2 SMART RINGS (7 company profiles)
    • 16.13.3 AR / VR / XR AND SMART GLASSES (16 company profiles)
    • 16.13.4 AI HEARABLES (7 company profiles)
    • 16.13.5 MEDICAL AND CLINICAL AI WEARABLES (20 company profiles)
    • 16.13.6 EXOSKELETONS AND PHYSICAL ASSISTANCE WEARABLES (8 company profiles)
    • 16.13.7 NEURAL INTERFACES AND BCI WEARABLES (8 company profiles)
    • 16.13.8 INDUSTRIAL AND WORKER SAFETY WEARABLES (5 company profiles)
    • 16.13.9 SMART CLOTHING AND AI E-TEXTILES (8 company profiles)
    • 16.13.10 WEARABLE AI CHIPS AND COMPUTE PLATFORMS (5 company profiles)
    • 16.13.11 SPORTS AND PERFORMANCE AI WEARABLES (3 company profiles)
    • 16.13.12 REMOTE PATIENT MONITORING PLATFORMS (5 company profiles)

17 REGIONAL MARKETS

  • 17.1 NORTH AMERICA
    • 17.1.1 Market Position
    • 17.1.2 Strategic Advantages
    • 17.1.3 Constraints
  • 17.2 EUROPE
    • 17.2.1 Market Position
    • 17.2.2 Strategic Advantages
    • 17.2.3 Constraints
    • 17.2.4 Country-Level Dynamics
  • 17.3 CHINA
    • 17.3.1 Market Position
    • 17.3.2 Structural Advantages
    • 17.3.3 Constraints
  • 17.4 ASIA-PACIFIC (EX-CHINA)
    • 17.4.1 Japan
    • 17.4.2 South Korea
    • 17.4.3 India
    • 17.4.4 Singapore and Southeast Asia
  • 17.5 REST OF WORLD
    • 17.5.1 Middle East
    • 17.5.2 Latin America
    • 17.5.3 Africa

18 COMPETITIVE LANDSCAPE AND INVESTMENT

  • 18.1 The Investment Surge
  • 18.2 Investment Themes
  • 18.3 Competitive Dynamics by Layer
  • 18.4 Key Strategic Battlegrounds
  • 18.5 Leading Physical AI Investors
  • 18.6 M&A Landscape
  • 18.7 The AMI Labs Strategic Position

19 KEY BARRIERS TO PHYSICAL AI ADOPTION

  • 19.1 Technical Barriers
  • 19.2 Economic Barriers
  • 19.3 Regulatory Barriers

20 REGULATORY FRAMEWORKS

  • 20.1 United States
  • 20.2 European Union
  • 20.3 China
  • 20.4 The Regulatory Divergence Risk

21 PHYSICAL AI SOVEREIGNTY AND GEOPOLITICS

  • 21.1 The New Geography of Technological Power
  • 21.2 The US-China Physical AI Competition
  • 21.3 Europe's Strategic Dilemma
  • 21.4 The Middle Power Opportunity
  • 21.5 Physical AI and the Future of Industrial Sovereignty

22 EMERGING PHYSICAL AI FRONTIERS (2028-2040)

  • 22.1 The Convergence Horizon
  • 22.2 Brain-Computer Interfaces and Physical AI
  • 22.3 Quantum Sensing and Physical AI Perception
  • 22.4 Biological-Physical AI Integration
  • 22.5 Climate Physical AI

23 CONCLUSIONS AND OUTLOOK

  • 23.1 The Decade Ahead
  • 23.2 The Three Decisive Variables
  • 23.3 The Fundamental Insight

24 APPENDIX

  • 24.1 RESEARCH METHODOLOGY
    • 24.1.1 Report Scope and Definitions
    • 24.1.2 Data Sources
    • 24.1.3 Market Sizing Methodology
    • 24.1.4 Limitations and Key Assumptions
  • 24.2 GLOSSARY OF PHYSICAL AI TERMS

25 REFERENCES

List of Tables

  • Table 1. Humanoid Robot Bill of Materials Compression 2025-2040 (USD per robot)
  • Table 2. Global Robotics Investment by Funding Category 2015-2025 (USD Billions)
  • Table 3. Key modalities by application:
  • Table 4. Foundation Models for Robotics - Status as of Q1 2026.
  • Table 5. Competitive Edge AI Landscape
  • Table 6. Global AI Chip Market Revenue by End Market, 2020-2040 (USD Billions)
  • Table 7. Global AI Chip Market Revenue by Architecture, 2020-2040 (USD Billions)
  • Table 8. Key Players in AI Chips by Application Category
  • Table 9. Global AI Chip Market Revenue by Region, 2020-2040 (USD Billions)
  • Table 10. National AI Chip Government Funding and Initiatives
  • Table 11. Global Physical AI Market - Total Addressable Market Summary 2026-2040
  • Table 12. Physical AI Value Pool Analysis by Stack Layer (Base Case, 2030)
  • Table 13. Global Physical AI Market - Scenario Forecasts (USD Billions)
  • Table 14. Global Industrial Robot Market by Region 2020-2040 (USD Millions)
  • Table 15. Global Cobot Market by Payload Capacity 2025-2045 (USD Millions)
  • Table 16. Autonomous Vehicle and Mobility Market Size 2026-2040 (USD Billions)
  • Table 17. SAE Autonomy Level Commercial Status (Q1 2026)
  • Table 18. Waymo Operational Metrics 2022-2026
  • Table 19. Global eVTOL Air Taxi Sales Forecast 2026-2040 (Units)
  • Table 20. eVTOL Sales by Application 2026-2040 (Units)
  • Table 21. eVTOL Sales by Architecture Type 2026-2040 (Units)
  • Table 22. eVTOL Revenue Value Chain - Selected Segments 2026 vs. 2036
  • Table 23. eVTOL Certification Status (Q1 2026)
  • Table 24. Vertiport Deployment Forecast 2026-2040
  • Table 25. Autonomous Vehicle SAE Level 4/5 Regulatory Comparison
  • Table 26. Global Humanoid Robot Market - Unified Forecast 2024-2040
  • Table 27. Three-Wave Adoption Model for Humanoid Robots
  • Table 28. 2025 Market Concentration
  • Table 29. Regional Production Capacity (2036 Projection):
  • Table 30. Current Humanoid Robot Pricing (2025-2026)
  • Table 31. Smart Infrastructure & Built Environment Market Sizing 2025-2040 (Billion USD)
  • Table 32. Healthcare Physical AI Market Sizing 2025-2040 (Billions USD)
  • Table 33. Surgical Robotics Competitive Landscape (Q1 2026)
  • Table 34. Medical Exoskeleton Applications and Market
  • Table 35. Smart Farming Physical AI Market - Revenue by Technology 2023-2040 (USD Billions)
  • Table 36. Smart Farming Physical AI Market - Revenue by Region 2023-2040 (USD Billions)
  • Table 37. Defense & Security Physical AI Market Sizing 2025-2040
  • Table 38. Space Robotics & Extreme Environment Physical AI Market 2025-2040
  • Table 39. Consumer Physical AI & Smart Home Market 2025-2040 (USD Billions)
  • Table 40. Global Wearable Electronics Market Forecast 2024-2040
  • Table 41. Wearable Electronics Market by Product Category 2026 vs. 2036
  • Table 42. Global Consumer Wearable Electronics by Type (Million Units)
  • Table 43. Global Wearable Electronics Market Leaders by Shipment Volume, 2025
  • Table 44. XR Wearable Technology Roadmap 2026-2040
  • Table 45. North America Physical AI Market ($B)
  • Table 46. European Physical AI Market ($B)
  • Table 47. China Physical AI Market ($B)
  • Table 48. Largest Physical AI Funding Rounds (Selected, 2024-2026)
  • Table 49. Physical AI Value Chain Competitive Intensity
  • Table 50. Most Active Physical AI Investors (2023-2026)

List of Figures

  • Figure 1. Technology Readiness Level (TRL) Assessment by Application
  • Figure 2. Global AI Chip Market Revenue by End Market, 2020-2040 (USD Billions)
  • Figure 3. Global AI Chip Market Revenue by Architecture, 2020-2040 (USD Billions)
  • Figure 4. Global Physical AI Market - Scenario Forecasts (USD Billions)
  • Figure 5. Global Industrial Robot Market by Region 2020-2040 (USD Millions)
  • Figure 6. Global Cobot Market by Payload Capacity 2025-2045 (USD Millions)
  • Figure 7. Agility Robotics Digit.
  • Figure 8. Doosan A0509S Collaborative Robot
  • Figure 9. JAKA Pro 5 collaborative robot
  • Figure 10. Autonomous Vehicle and Mobility Market Size 2026-2040 (USD Billions)
  • Figure 11. eVTOL Sales by Application 2026-2040 (Units)
  • Figure 12. eVTOL Sales by Architecture Type 2026-2040 (Units)
  • Figure 13. Waymo self-driving car.
  • Figure 14. Nuro delivery robot.
  • Figure 15. Dronamics Black Swan
  • Figure 16. Mann delivery drone.
  • Figure 17. EHang EH216-S
  • Figure 18. Vertical Aerospace eVOTL aircraft.
  • Figure 19. NEO by 1X
  • Figure 20. Agibot A2 Humanoid Robot
  • Figure 21. Reflex Robotics' wheeled humanoid robot
  • Figure 22. Richtech Robotics
  • Figure 23. Unitree G1 Humanoid Robot
  • Figure 24. Smart Infrastructure & Built Environment Market Sizing 2025-2040 (Billion USD)
  • Figure 25. whereable.ai's Autonomous Indoor Shuttle "linq"
  • Figure 26. Cobalt Robotics Autonomous Security Robots
  • Figure 27. Loki Cleaning Robot.
  • Figure 28. UVD Disinfection Robot
  • Figure 29. Healthcare Physical AI Market Sizing 2025-2040
  • Figure 30. ActivSight Enhanced Visualization Module
  • Figure 31. Smart Farming Physical AI Market - Revenue by Technology 2023-2040 (USD Billions)
  • Figure 32. Smart Farming Physical AI Market - Revenue by Region 2023-2040 (USD Billions)
  • Figure 33. FarmWise Titan FT-35
  • Figure 34. Defense & Security Physical AI Market Sizing 2025-2040
  • Figure 35. Vision 60
  • Figure 36. InstantEye Gen-5
  • Figure 37. Knightscope K5
  • Figure 38. Space Robotics & Extreme Environment Physical AI Market 2025-2040
  • Figure 39. Consumer Physical AI & Smart Home Market 2025-2040 (USD Billions)
  • Figure 40. RayNeo X2
  • Figure 41. Zuper Glass
  • Figure 42. Crown EEG headset