Recently, Interact Analysis released the "2022 Mobile Robot Market Report", which provides a comprehensive analysis and outlook on the application status, market environment and development trend of mobile robots in the global warehousing and manufacturing fields. The report pointed out that the mobile robot market will grow significantly in 2021, recovering from a relatively weak 2020, with shipments increasing by more than 70%. In the long run, the driving forces of scarcity of labor, rising labor costs, growth of e-commerce, and transformation of flexible manufacturing will continue to drive the development of the mobile robot market. It is estimated that in the next five years, the shipment of mobile robots will continue to grow at an annual rate of about 50%, and the industry's revenue will maintain an annual growth rate of 30%-40%. It is estimated that by the end of 2027, the global deployment will reach 4 million units.
In the application of mobile robots, it can be roughly divided into two major aspects: warehousing logistics robots and industrial logistics robots. The report analyzes them respectively: In terms of warehousing and logistics robots, Interact Analysis believes that although the epidemic has caused some project delays, the deployment of warehousing and logistics robots for order fulfillment centers in 2021 will even be higher than the sum of the previous two years. The deployment of logistics robots will account for 73% of the total deployment of all mobile robots. In terms of industrial logistics robots, Interact Analysis predicts that by 2025, the market size of material handling AGV and AMR will reach 11 billion US dollars, and by the end of 2027, the deployment of material handling robots will exceed 1 million units.
In the next five years, AMR will usher in a period of development opportunities Although both AMR and AGV are facing strong demand, the growth rate of AMR will be faster, and the wider application scenarios will make the total revenue of AMR industry far exceed that of AGV. Interact Analysis predicts that by 2027, AMR (including QRbot) shipments will account for more than 90% of the total shipments of the mobile robot industry (AGVs & AMRs), and AMR revenue will account for more than 80% of the total revenue. Until 2025, there will be a period of opportunity for the rapid development of AMRs. Although AMRs increase costs due to the need for additional sensors, they do not require the operating infrastructure required by AGVs and can be deployed faster. The nature of its autonomous technology Meaning they can be deployed in large numbers at a single location. And with the maturity of the technology, the price of AMR is decreasing, and the payload is getting higher and higher, so that the cost performance is also improving. The "natural navigation" technology allows it to be applied in new market segments, so it is being used Used in more and more robotic solutions.
Mobile robots have huge room for growth According to statistics, as of the end of 2020, there are 150,000 warehouses in the world. By 2025, this number will grow to about 180,000. The future market potential of warehousing automation is huge. It is still highly dependent on human labor, which also confirms the blue ocean market potential of warehousing automation. According to statistics, the entire warehouse automation market will grow from US$29.6 billion in 2020 to US$69 billion in 2025. And warehousing is not the only field of large-scale application of mobile robots. In the manufacturing industry, especially the automotive industry, mobile robot solutions will be applied on a large scale in the next few years. The epidemic in the past few years has made the auto industry sluggish, and the recovery is still slow until now, but the transformation of cars to electric vehicles has brought new opportunities. Electric cars need to reconfigure the assembly line. In the era of labor shortages, automation solutions will be recognized by enterprises. Favors, including mobile robots, will play an important role in this transformation.