全球协作机器人行业市场前景及投资研究报告-培训课件外文版2024.6优傲优必选

INDUSTRIES

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MARKETSCollaborativerobotsworldwideCHAPTER

01OverviewMobilecobotsmarketsizeworldwidein2021to2030(inmillionU.S.dollars)Globalmobilecobotsmarketsize2021-20309,0008,0007,0006,0005,0004,0003,0002,0001,00002021202220232024*2025*2026*2027*2028*2029*2030*3Description:AccordingtotheconsultinggroupNextMoveStrategyConsulting,thecobotmarketisgrowingconsistently.Collaborativerobotsconstituteawideselectionofroboticassistants,beingclassifiedasallthoserobotsthatdonotrequirespecificsafetyareasofoperationandcanoperatefreelyamonghumans.Themobilecobotmarket,aspartofthat,coversallthosecobotsthatcanmoveundertheirownpower.Oneofthebetterexampleswouldbewarehouserobotsthatshipandmovepallets[...]

ReadmoreNote(s):Worldwide;*ForecastReadmoreSource(s):NextMoveStrategyConsultingArtificialintelligence(AI)drivenrobotsmarketsizeworldwidein2021withaforecastuntil2030(inmillionU.S.dollars)GlobalroboticAImarketsize2021-203090,00080,00070,00060,00050,00040,00030,00020,00010,000020212022202320242025202620272028202920304Description:AccordingtoNextMoveStrategyConsultingartificialintelligencerobotsarefoundinnearlyallindustries,fromtheretailsectortothedefensesector.AIrobotsintegrateAIprogramstoallowthemtosimulatehumanintelligenceandperformtasksautonomously.Thedeeplearningprogramsallowthemtotakeonanddealwithissueswhilegoingabouttheirduties.TheseissuesarethencategorizedandfurtherdeepentheAIprogrammingproblem-solvingcapabilities.Thismarketisexpected[...]

ReadmoreNote(s):Worldwide;2021to2030Source(s):NextMoveStrategyConsultingSecurityrobotsmarketsizeworldwidefrom2021to2030(inmillionU.S.dollars)Globalsecurityrobotmarketsize2021-2030140,000120,000100,00080,00060,00040,00020,00002021202220232024*2025*2026*2027*2028*2029*2030*5Description:AccordingtoworkdonebyNextMoveStrategyConsulting,securityrobotsconstituteawidesegmentoftheroboticsindustry,beingprimarilyfocusedonrobotsthathandlephysicalsecurity.Thislargemarketalsocoversanotheraspectofroboticsthatisinhighdemand,militaryrobots.Securityrobotsincludethingssuchasdrones,loiteringmunitions,andotherautonomousorsemi-autonomousdroidsfocusedonconflictandsecurity.Themarketisalreadybig,atover35billionU.S.dollars[...]

ReadmoreNote(s):Worldwide;2021;*forecastReadmoreSource(s):NextMoveStrategyConsultingRevenueofcommercialserviceroboticsworldwidefrom2016to2028,byregion(inbillionU.S.dollars)Globalcommercialserviceroboticsrevenue2016-2028,byregionAfricaAsiaAustraliaandOceaniaEuropeNorthAmericaSouthAmericaandtheCaribbean9.08.07.06.05.04.03.02.01.00.020162017201820192020202120222023202420252026202720286Description:In2023,thecommercialserviceroboticsmarketinEuropegeneratedaround6.82billionU.S.dollarsinrevenue,makingittheleadingregionintheglobalcommercialserviceroboticsmarketbyrevenue.Inthesameyear,NorthAmericaalsoreportedover5.78billionU.S.dollarsincommercialserviceroboticsrevenue.ReadmoreNote(s):Worldwide;August2023Source(s):Visionguidedrobotmarketsizeworldwidein2021to2030(inmillionU.S.dollars)Globalvisionguidedrobotmarketsize2021-203025,00020,00015,00010,0005,000020212022*2023*2024*2025*2026*2027*2028*2029*2030*7Description:Themarketforvisionguidedrobotsisexpectedtoshowstronggrowthinthecomingdecade.AccordingtoNextMoveStrategyConsultingitsvalueofaroundsixbillionU.S.dollarsin2021isexpectedtogrowthrefoldby2030,uptonearlytwentybillionU.S.dollars.Thevisionguidedrobotscontainsalargeselectionofrobotics,withthecommondenominatorthattheyareallguidedbyvisionbasedsystems.Themostprominentoftheseroboticswouldbecommercialdrones.

ReadmoreNote(s):Worldwide;2021;*ForecastReadmoreSource(s):NextMoveStrategyConsultingNumberofprofessionalservicerobotmanufacturersinleadingcountriesin2023,bycompanytypeProfessionalservicerobotmanufacturersinleadcountries2023,bycompanytypeNumberofprofessionalservicemanufacturersUnknown

Incumbents

Startups1000501502002501UnitedStatesChina20413997GermanyJapan74116755France48SouthKoreaCanada502362SwitzerlandRussia323328262UnitedKingdom18Description:TheUnitedstateshas,byfar,thelargestnumberofprofessionalservicerobotmanufactuerers,dwarfingthecombinednumberofChinaandGermany,thetwonextcompetitors.Alloftheleadingcountrieshaveahealthamountofstartupsfocusingonroboticscomparedtoincumbentandexistingcompanies.ReadmoreNote(s):Worldwide;2023;*StartupsaddedtoUnknownwheresourcedoesnotprovideclearnumber,thoughstartupsalwaysconstitutealargerpartthantheUnknowncompanies.

ReadmoreSource(s):IFR;StanfordUniversityCHAPTER

02SegmentsMobilecobotsmarketvolumeworldwidefrom2021to2030(inunits)Globalmobilecobotsmarketvolume2021-203045,00040,00035,00030,00025,00020,00015,00010,0005,000020212022*2023*2024*2025*2026*2027*2028*2029*2030*10Description:AccordingtoNextMoveStrategyConsultingthemarketformobilecobotsisexpectedtoshowstronggrowthinthecomingdecade.Witharoundthreethousandunitsshippedin2021isexpectedtogrowconsiderablyby2030,uptonearly43thousandunits.Mobilecobotsrepresentsadiversemarketsandisclassifiedasallrobotsthatworkalongsidehumanswithouttheneedfordemarcatedsafetylines.PossiblythebestexampleofthiswouldbeAmazonwarehouserobotsthatship[...]

ReadmoreNote(s):Worldwide;2022;*forecastReadmoreSource(s):NextMoveStrategyConsultingVolumeofroboticsmarketworldwidefrom2016to2028,bycategory(inmillions)Globalroboticsvolume2016-2028,bycategoryIndustrialroboticsServicerobotics4.095.04.54.03.53.04.394.274.164.083.993.853.483.252.92.612.382.262.52.01.51.00.50.00.780.590.50.430.420.430.440.440.440.440.440.390.38201620172018201920202021202220232024202520262027202811Description:In2023,therewerearound4.09millionunitsofserviceroboticsworldwide,increasingbyover200thousandunitscomparedtothepreviousyear.Inthesameyear,therewerealsoaround450thousandindustrialrobotsglobally.Althoughthevolumeofroboticsispredictedtograduallyincreasegloballyoverthenextfewyears,thevolumeofserviceroboticsisprojectedtoincreaseatahigherratethanthatofindustrialrobotics.

ReadmoreNote(s):Worldwide;August2023Source(s):Volumeofserviceroboticsmarketworldwidefrom2016to2028,byregion(inthousands)Globalserviceroboticsvolume2016-2028,byregionAfricaAsiaAustraliaandOceaniaEuropeNorthAmerica2,416SouthAmericaandtheCaribbean2,4933,0002,5002,0001,5001,0005002,7002,5962,4312,3642,2772,0371,8351,6521,4651,3491,300362.6663.1629.1655633.4626.76096282.9217676.1262393.9363414.62609.3587.7555.3529.653158.4546579.264182.47382.5364.8320.7115.94164.51161.41149.3161.56155.9162.71164.1164.21172.7116767.

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.567147.334.54201636.43201741.07201831.1936.4340.2946.3448.1442.5942.4442.3742.4442.512028020192020202120222023202420252026202712Description:In2023,therewerearound2.5millionunitsofindustrialroboticsinAsia,representingtheregionwiththehighestvolumeofroboticsglobally.Europehadthesecondhighestvolumeofindustrialroboticswithnearly663thousandunits,followedcloselybyNorthAmericawitharound629thousandunits.ReadmoreNote(s):Worldwide;August2023Source(s):Volumeofcommercialserviceroboticsworldwidefrom2016to2028,byregion(inthousands)Globalcommercialserviceroboticsvolume2016-2028,byregionAfricaAsiaEuropeNorthAmericaSouthAmericaAustraliaandOceania/Carribean1,6001,4001,2001,0008006004002000201620172018201920202021202220232024202520262027202813Description:In2023,therewerearound1.3millionunitsofcommercialserviceroboticsinAsia,makingittheregionwiththehighestvolumeofroboticsglobally.Europehadthesecondhighestvolumeofcommercialserviceroboticsgloballywitharound220thousandunits,followedbyNorthAmericawitharound112thousandunits.Incontrast,AustraliaandOceaniaalongwiththeCaribbeanregionhadthelowestvolumeofcommercialserviceroboticsglobally,withonlyaround5.2thousandunits[...]ReadmoreNote(s):Worldwide;August2023Source(s):Totalnumberofindustrialrobotsinstalledgloballyfrom2019to2022,byapplication(inthousands)Globalnumberofindustrialrobotinstallations2019-2022,byapplicationNumberofindustrialrobotsinstalledinthousands20222021202015020190501002002503006162AssemblingCleanroomDispensingHandling504035323226281112826623016917767ProcessingUnspecifiedWelding57707080605587967414Description:Industrialrobotinstallationsgrewconsiderablyfrom2019to2022exceptintheroleofprocessing.In2020somesectors,suchasweldingandprocessing,sawaslumpthatwasrecoveredin2021.ThisslumpmostlikelyowestotheCovid-19pandemicanditsnegativeeffectondemandwithintheindustrialsector.Thelargestgrowthcomparativewasinthehandlingapplication,mostlikelyowingtoalackofstaffinmanysectors,particularlyinthewarehouseindustry.ReadmoreNote(s):Worldwide;2023Source(s):IFR;StanfordUniversityCHAPTER

03CompaniesFANUC'snetsalesin2023,byproductorservice(inbillionJapaneseyen)FANUC-netsalesbyproductorservice2023NetsalesinbillionJapaneseyen0100200300400500600700800900RobotFactoryautomationRobomachineService357250.1132.8112.1Total851.9616Description:Inthefiscalyearof2023,theJapaneseautomationvendorreportedtotalnetsalesofapproximately852billionJapaneseyen.Some42percentofthetotalsalesweregeneratedfromtherobotsegment.

ReadmoreNote(s):Worldwide;2023Source(s):FanucRevenueofYaskawaElectricCorporationinfiscalyear2022,bysegment(inbillionJapaneseyen)Yaskawa'srevenuebysegment2022RevenueinbillionJapaneseyen100

150050200250300MotioncontrolRobotics252.13223.83Systemengineering51.1117Description:Inthefiscalyear2022,Yaskawa'smotioncontrolsegmentgeneratedrevenueofapproximately252.13billionJapaneseyen,representingthecompany'shighestrevenue-earningsegment.1915-foundedandKitakyushu-headquarteredYaskawaElectricCorporationisoneofJapan'sleadingelectricengineeringcorporations,engagingprimarilyinmotioncontrol,robotics,andsystemengineering.ReadmoreNote(s):Japan;fiscalyear2022;thecompany'sfiscalyearsstartonMarch1ofthestatedyearandendonthelastdayofFebruaryofthefollowingyear;revenueofsegment"other"isomittedSource(s):YaskawaNetsalesofKawasakiHeavyIndustries,Ltd.infiscalyear2022,bybusinesssegment(inbillionJapaneseyen)Kawasaki'snetsalesFY2022,bysegmentNetsalesinbillionJapaneseyen0100200300400500600700PowersportsandengineAerospacesystems591.1348.8EnergysolutionandmarineengineeringPrecisionmachineryandrobotRollingstock314.5252.6131.9Others86.318Description:Inthefiscalyear2022,Kawasaki'smotorcycleandenginesegmentearnedthemostnetsales,amountingtoapproximately591billionJapaneseyen.KawasakiHeavyIndustries,Ltd.,incorporatedin1896,isaJapanesemanufacturerofheavymachineryandtransportationequipment,suchasmotorcycles,ships,andaircraft.ReadmoreNote(s):Japan;fiscalyear2022;thecompany'sfiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyearSource(s):KawasakiHeavyIndustriesABBGroup'srevenueinFY2023,bysegment(inmillionU.S.dollars)ABBGroup'srevenuebysegmentFY2023RevenueinmillionU.S.dollars02,0004,0006,0008,00010,00012,00014,00016,000ElectrificationproductsMotion14,6007,800ProcessautomationRobots&DiscreteAutomation6,3003,60019Description:TheABBGroupgeneratedaround32billionU.S.dollarsinrevenuein2023,aslightdecreasecomparedwiththepreviousyear.Theelectrificationsegmentwasresponsibleforabout40percentofthetotalrevenuein2023.

ReadmoreNote(s):Worldwide;2023Source(s):ABBGroupTeradyne'srevenuein2022to2023,bysegment(inmillionU.S.dollars)Teradyne-revenuebysegment2022-2023202220232,5002,0001,5001,0005002,080.61,818.6468.3403.1375.2338.2201.7144.30.30SemiconductorTestSystemTestRoboticsWirelessTestCorporateandOther20Description:Inthe2023fiscalyear,TeradynegeneratedaroundtwobillionU.S.dollarsinrevenuefromitsSemiconductorTestsegment.Itsroboticssegmentgeneratedsome400millionU.S.dollarsinrevenue.Bothsegmentssawanearlytenpercentdropin2023,withsemiconductorsonlyreaching1.8billionU.S.dollarsandroboticsat375millionU.S.dollars.ReadmoreNote(s):Worldwide;2023Source(s):TeradyneKUKAGroup'srevenuefromFY2004toFY2022,bydivision(inmillioneuros)KUKAGroup-revenuebydivision2004-2022RoboticsSystems3,0002,5002,0001,5001,00050002004

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202221Description:Inthefiscalyearof2022,theGermany-basedproducerofindustrialrobotsgeneratedroughly3.6billioneurosinrevenue.Thecompany’smostimportantdivisionsintermsofrevenue-RoboticsandSystems-generatedaroundone-point-onebillioneurosandonebillioneurosinthe2022fiscalyear,respectively.ReadmoreNote(s):Worldwide;FY2004toFY2022Source(s):KUKATesla'srevenuefromFY2008toFY2023(inmillionU.S.dollars)Tesla'srevenue2008-2023120,000100,00080,00096,77381,46260,00040,00020,000053,82331,536202024,578201921,461201811,75920177,00020164,04620153,19820142,01420131511211720441320082009201020112012202120222023Fiscalyear22Description:Tesla’srevenuegrewtonearly96.8billionU.S.dollarsinthe2023fiscalyear,an18.8percentincreasefromthepreviousyear.TheUnitedStatesisTesla'slargestsalesmarket.

ReadmoreNote(s):Worldwide;FY2008toFY2023Source(s):TeslaCHAPTER

04Regionalfocus:EuropeRevenueofroboticsmarketinEuropefrom2016to2027,bycategory(inbillionU.S.dollars)RoboticsrevenueinEurope2016-2027,bycategoryIndustrialroboticsServicerobotics1614121010.4610.079.619.0888.376.687.4467.765.3764205.054.754.334.514.093.924.133.743.563.893.542.983.142.620162017201820192020202120222023202420252026202724Description:In2022,theroboticsmarketinEuropegeneratednearly11billionU.S.dollarsinrevenue.Serviceroboticsaccountedforthemajorityofrevenuethatyearwitharound7.8billionU.S.dollarsinrevenue.By2027,revenuefromserviceroboticsisprojectedtogeneratearound10.5billionU.S.dollars.ReadmoreNote(s):Europe;August2022Source(s):RevenuechangeofroboticsmarketintheEuropefrom2017to2028,bycategoryRoboticsrevenuechangeintheEurope2017-2028,bycategoryIndustrialrobotics19.1%Servicerobotics30%20%16.9%11.7%-5.5%11.3%11.2%10.1%8.2%7.3%4.2%10%0%6.3%6.3%5.4%5.6%3.3%4.7%2.6%3.8%2.4%1.3%-1.8%-2.7%-10%-20%-30%-15%2020-21.1%2022201720182019202120232024202520262027202825Description:In2023,Europe'sserviceroboticsrevenueincreasedbyover29percentagepointscomparedto2022,whiletheindustrialroboticsrevenueexperiencedasignificantincreasebyover4percentagepoints.BothsectorsoftheroboticsmarketinEuropewereexpectedtoyieldpositivegrowthrates,withindustrialroboticsprojectedtoexhibitastrongrebound.ReadmoreNote(s):Europe;August2023Source(s):RevenueofcommercialserviceroboticsinEuropefrom2016to2028(inbillionU.S.dollars)CommercialserviceroboticsrevenueinEurope2016-20289.08.07.06.05.08.248.017.727.366.946.395.95.644.874.453.993.754.03.03.54201620172018201920202021202220232024202520262027202826