GGII pointed out that there are two main reasons for the large-scale growth of global mobile robots in the future: First, due to the decrease in the labor population in developed regions such as Europe and the United States, and the continuous rise in labor costs, etc., manufacturing enterprises are forced to upgrade logistics automation through the introduction of mobile robots; Second, developing countries represented by China are in a critical period of industrial transformation and upgrading, and the demand for automated logistics in their manufacturing and warehousing scenarios has become increasingly prominent, which has largely driven the demand for mobile robots. It is estimated that the DSA-MTR-20A annual compound growth rate of China’s mobile robot market in 2020-2025 exceeds 23.5%, and the market size is expected to exceed 9 billion yuan by 2025, and sales are expected to exceed 110,000 units.

The automotive industry remains a key application area

The automobile industry, as one of the largest and most intelligent manufacturing industries, has experienced a great decline and growth has slowed down, but from the perspective of total demand, it is still the key area of mobile robot application.

DSA-MTR-20A Nowadays, with the deepening of intelligent manufacturing, the intelligence of the production link and the intelligence of the storage link need to be opened up to realize the connection and sharing of data, and the in-depth participation of mobile robots is required for the front-end feed, mid-end production scheduling and back-end storage, which will increase its application in the automotive industry.

DSA-MTR-20A

DSA-MTR-20A In addition, the awareness and demand for mobile robots in general industrial fields other than automobiles are gradually increasing. With the deepening of market competition, mobile robot manufacturers have begun to layout and form their own barriers according to the field, generally forming a “1+N” industry layout, that is, the main attack a key industry, other industries as incremental reserves. From the current point of view, more innovative manufacturers are more inclined to focus on the general industrial field in the early stage of business, such as 3C, new energy, semiconductor and other fields.

The proportion of AMR in autonomous mobile machines will increase year by year

DSA-MTR-20A At present, there are two main categories of Mobile robots, namely Autonomous mobile Robot AMR (Autonomous Mobile Robot) and Automated Guided Vehicle (AGV). Relatively speaking, AMR is more flexible and intelligent, it does not need physical guides or markers, mainly through sensors, processors and other data acquisition, and through software algorithms to achieve real-time detection of the surrounding environment, and finally choose the optimal path to achieve the goal.

From the current market size structure, the proportion of AMR is relatively small. Data show that in 2019, the AGV market size accounted for 63.91%, reaching 8.98 billion yuan; AMR market size accounted for 36.09%, reaching 5.07 billion yuan. However, with the acceleration of digital transformation and upgrading of enterprises, GGII believes that the proportion of AMR will increase year by year, and is expected to account for nearly 45% in 2024 and nearly 48% in 2025.