IDC报告：人形机器人在六大场景规模商用

Core Insights - The humanoid robot market is expected to experience explosive growth by 2025, with Chinese manufacturers leading the commercialization process [1][2] - AGIBOT has achieved the highest shipment volumes in five major application scenarios, as well as overall global shipment volume and full-size segment shipment volume [1] Market Overview - According to IDC, the global humanoid robot shipment volume is projected to reach approximately 18,000 units by 2025, representing a year-on-year growth of about 508%, with Chinese manufacturers dominating the market [2] - Full-size humanoid robots are expected to capture a significant market revenue share of 41.6% due to their diverse application scenarios and higher price points [2] Application Scenarios - The demand for humanoid robots is primarily driven by six key application scenarios: entertainment performances, research and education, data collection, guided tours and shopping, industrial manufacturing, and warehousing logistics [1] - AGIBOT ranks first in shipment volumes across five of these application scenarios, showcasing its diverse application layout [1] Business Model Innovation - IDC highlights AGIBOT's introduction of the Robot-as-a-Service (RaaS) model, which lowers user entry barriers and accelerates the adoption of humanoid robots across various scenarios [1] - The business model is evolving from a single hardware delivery approach to a "product + platform + service" model, enhancing the overall market dynamics [1] Market Dynamics - The humanoid robot industry is transitioning from broad participation to a concentration of leading players and tiered differentiation, driven by increasing technological maturity and rapid deployment of application scenarios [2] - There will be noticeable differences in market strategies, technological capabilities, and ecosystem layouts between leading manufacturers and smaller firms [2]