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市場調查報告書
商品編碼
1914569
配送機器人市場 - 全球產業規模、佔有率、趨勢、機會及預測(按有效載荷能力、組件、輪數、速度限制、垂直產業、地區和競爭格局分類,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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全球配送機器人市場預計將從2025年的4.9711億美元顯著成長至2031年的24.6328億美元,複合年成長率(CAGR)達30.57%。這些機器人被定義為自主或半自動地面車輛,旨在以最小的人工干預將貨物從物流中心運送至最終客戶。市場擴張的根本促進因素是降低不斷上漲的「最後一公里」配送成本以及解決全球物流工人持續短缺的緊迫問題。此外,海量的電子商務交易也需要可擴展的自動化解決方案來維持營運效率並滿足產能需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 4.9711億美元 |
| 市場規模:2031年 | 2,463,280,000 美元 |
| 複合年成長率:2026-2031年 | 30.57% |
| 成長最快的細分市場 | 4個輪子 |
| 最大的市場 | 北美洲 |
然而,目前由於缺乏統一的行人安全法規結構以及在公共人行道上使用自動駕駛設備的相關規定,自動駕駛技術的廣泛應用受到阻礙。這些監管差異在不同司法管轄區造成了巨大的准入障礙。儘管面臨這些挑戰,該產業仍保持著強勁的發展勢頭。根據國際機器人聯合會(IFR)預測,包括配送平台在內的商用運輸和物流領域,到2024年銷售量預計將達到102,900台。這一數字表明,儘管營運和監管方面存在許多複雜性,但業界對自動化運輸解決方案的需求仍然強勁。
解決勞動力短缺和降低最後一公里營運成本是加速市場成長的關鍵因素。物流公司正積極引入自動駕駛車輛,以取代人事費用的配送人員,從而應對日益嚴重的勞動力短缺問題。這些自動化系統能夠為住宅和教育機構的重複性任務提供穩定的營運能力,使其比人工更具經濟效益。例如,在2024年2月宣布完成9,000萬美元資金籌措的新聞稿中,Starship Technologies公司表示,其自動駕駛機器人已完成超過600萬次配送,證實了在高頻環境下替代傳統勞動力的商業性可行性。
同時,按需食品和雜貨配送服務的快速成長正在改變城市物流基礎設施。隨著消費者對更快送達速度的需求,平台被迫整合機器人車隊,以應對訂單尖峰時段,同時避免現有配送網路不堪負荷。這種轉變促使各大聚合平台加強投資,擴大車隊規模。 2024年4月,薩博機器人公司宣布已獲得4,000萬美元資金籌措,用於拓展與Uber Eats等合作夥伴的業務。同年5月,阿里巴巴集團也強調了這項整合的規模,當時該公司透露,旗下菜鳥汽車已配送超過2,900萬件包裹。
各地關於行人安全和在公共人行道上使用自動駕駛設備的法規結構各不相同,這嚴重阻礙了全球配送機器人市場的擴張。這種立法上的碎片化迫使製造商應對複雜的本地法規,這些法規對速度限制、重量限制、運作時間等都有不同的規定。因此,企業難以實現車輛的標準化,從而增加了開發成本,並將許多營運限制在地理圍欄測試區域或私人場所,而無法擴展到可擴展的公共網路。
法律體制的不確定性對籌資策略產生了重大影響,企業更傾向於靈活的服務模式而非永久性資本投資。這一趨勢顯示市場已做好應對合規標準變化風險的準備。國際機器人聯合會預測,到2024年,採用「機器人即服務」(Robot-as-a-Service)模式營運的運輸和物流機器人數量將增加42%。這種基於服務的部署激增表明,儘管自動化需求強勁,但監管碎片化迫使該行業採取規避風險的經營模式,限制了直接資產銷售和快速普及。
隨著製造商尋求擺脫公共人行道營運模式,轉而管理非結構化的室內環境,醫療保健和酒店業的室內物流應用拓展標誌著一個重要的轉捩點。這一趨勢的驅動力在於高接觸產業對自動化工作流程的需求,機器人可以協助員工處理內部配送和餐飲服務。大型家電製造商正大力投資以掌握這項轉型機會;例如,LG電子於2024年3月宣布對Bear Robotics進行6,000萬美元的策略性投資,以加強其在服務機器人領域的佈局。
此外,將先進的人工智慧技術整合到動態導航和避障系統中,無需昂貴的感測器硬體和預先繪製的路徑,即可顯著提升車隊的擴充性。開發人員正積極利用基礎模型和被動感測技術,提升機器人即時解讀複雜環境的能力。這不僅顯著降低了製造成本,還使配送單元能夠在新的環境中自主運作,而無需事先進行地理空間測繪。 Vayu Robotics 於 2024 年 7 月宣布的一項契約,將部署 2500 台採用最新人工智慧基礎模型和無雷射雷達感測器的機器人,正是這項技術進步的有力證明。
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: