物流机器人市场洞察，全球生产商排名及市场份额

Core Viewpoint - The logistics robot industry is experiencing rapid growth driven by the need for automation and efficiency in supply chains, supported by government policies and structural demand from various sectors such as e-commerce, fast-moving consumer goods, and pharmaceuticals [1][2]. Group 1: Market Dynamics - The logistics robot market is in a high growth phase, with a projected market size of $32.02 billion by 2031 and a compound annual growth rate (CAGR) of 20.1% [3]. - The demand for warehouse automation is structurally expanding, with e-commerce, fast-moving consumer goods, and pharmaceuticals being the core drivers [1][2]. - The market is characterized by a shift from single-point equipment purchases to full-process intelligent deployments, transforming logistics robots into strategic assets for supply chains [2]. Group 2: Product and Application Segmentation - Automated Guided Vehicles (AGVs) and Autonomous Mobile Robots (AMRs) dominate the market, holding approximately 61.8% of the market share [7]. - The primary application area for logistics robots is warehousing and distribution, accounting for about 36.1% of the demand [9]. Group 3: Challenges and Trends - The logistics robot industry faces challenges such as increasing safety and compliance requirements, which necessitate higher investments in algorithms and risk control [2]. - There is a trend towards "deep verticalization" and "scene granularity" in downstream demand, with manufacturing industries pushing for flexible production and logistics upgrades [2]. Group 4: Supply Chain and Component Insights - Key components in the logistics robot supply chain include sensors, controllers, precision reducers, and lightweight structural parts, with a notable shift towards domestic production for stability and cost competitiveness [3]. - The industry is moving towards green manufacturing and low-carbon supply chains, enhancing the energy efficiency and carbon footprint of logistics robots [3].