全球商用服务机器人市场研究报告（2023）

Investment Rating - The report indicates a strong growth potential for the global commercial service robot market, with an expected market size exceeding 100 billion yuan by 2030 and an annual growth rate of 20.3% [3][41]. Core Insights - The commercial service robot market is experiencing a surge in demand driven by automation and intelligent trends, with significant applications in various sectors such as dining, hospitality, retail, and healthcare [2][3]. - Technological advancements, including AI, IoT, and big data, are enhancing the capabilities and efficiency of service robots, leading to improved service quality and operational efficiency [3][31]. - The industry is witnessing increased concentration, with leading companies gaining significant market share through innovation and quality control [3][53]. Summary by Sections Market Analysis - The global commercial service robot market is projected to grow rapidly, with a compound annual growth rate (CAGR) of 26.1% from 2021 to 2023, reaching approximately 30 billion yuan [50]. - By 2030, the market is expected to exceed 100 billion yuan, driven by rising labor costs and the demand for improved service quality [3][41]. Industry Development and Outlook - The commercial service robot industry has evolved through three stages: initial exploration, rapid development, and deep application and industrial upgrading [17]. - The integration of AI and IoT technologies is expected to propel the industry into a new phase of growth, expanding the application scenarios for service robots [17][61]. Value Chain Analysis - The industry value chain consists of upstream suppliers of core components, midstream robot manufacturers, and downstream application scenarios, with manufacturers occupying a central role [19]. Business Model Analysis - The primary business models in the industry include direct sales, agency sales, and leasing operations, each catering to different customer needs and driving market growth [27][28]. Key Technologies and Barriers - The industry is entering a phase of technological innovation, with key technologies such as perception, interaction, and movement forming significant barriers to entry [31][33]. Application Analysis - Commercial service robots are widely used in various sectors, including dining, hospitality, and retail, significantly enhancing operational efficiency and customer experience [42][44]. - The dining sector accounts for approximately 45% of the market share, with leading brands like Pudu Robotics dominating the market [44][53]. Market Share Analysis - The top players in the global commercial service robot market are primarily Chinese companies, with Pudu Robotics holding a leading position with a 23% market share [53][57].