收割欧美后花园，中国智能清洁巨头盯上了“割草”新肥肉

Market Overview - The global smart home cleaning robot market saw a shipment of 15.352 million units in the first half of this year, a year-on-year increase of 33%, with lawn mower robots experiencing a staggering growth of 327.2% to 2.343 million units [1][3] - The global lawn mower robot market remains a "blue ocean" compared to the increasingly competitive vacuum cleaner market, with approximately 250 million private gardens worldwide, 100 million in the U.S. and over 80 million in Europe, accounting for 72% of the total [1][3] Technology Advancements - The introduction of Real-Time Kinematic (RTK) technology has significantly improved navigation precision for lawn mower robots, allowing them to operate without physical boundary lines, thus reducing installation and maintenance costs [5][10] - The market is witnessing a shift from traditional "wired" lawn mowers to "boundary-less" models, which now account for approximately 65% of the market share, up from 35% last year [10] Competitive Landscape - Early entrants like Ninebot's subsidiary, Weilan Dalu, and Kuka Technology are leading the market, with Weilan Dalu holding the largest share in the boundary-less lawn mower segment [10] - Major smart cleaning brands such as MOVA, Ecovacs, and Roborock are expanding into the lawn mower market, leveraging core technologies from their vacuum cleaner products [11] Market Challenges - Despite the growing market, no single company has achieved a dominant market share, and the complexity of the U.S. and European markets poses challenges for new entrants [21][26] - The North American market has a lower penetration rate for lawn mower robots, with less than 10% in the U.S., presenting an opportunity for growth but also requiring significant effort in channel development [3][25] Future Prospects - Companies like Laimu Technology are targeting the North American suburban market, aiming to sell 100,000 units next year and capture over 10% market share [24][25] - The European Union has initiated an anti-dumping investigation into electric lawn mower robots from China, which could impact the market dynamics for domestic manufacturers [30]