去年下半年开始，割草机器人逐渐成为智能清洁赛道的热门品类。从室内走向庭院，智能清洁机器人技术也拥有了更广阔的应用天地。 IDC 数据显示，今年上半年，全球智能家居清洁机器人市场出货量 1535.2 万台，同比大增 33%；其中割草机器人出货量 234.3 万台，同比暴增 327.2%。 相较于渐成「红海」、且厂商格局愈加固化的扫地机器人市场，全球割草机器人市场依然是一片「蓝海」。 资料显示，全球约有 2.5 亿个私人花园，其中美国约有 1 亿个，欧洲拥有超 8000 万个，欧美地区合计占全球总量的 72%。 （图片来源：未岚大陆） 作为一项高频刚需，欧美私人花园草地早就被各式各样的割草机产品占领，例如手持式、手动/电动、油动式、骑乘式等。数据显示，仅骑乘式割草机，每 年美国市场销量达到 250 万台；欧美市场每年售出的割草机更是在 1000 万台以上。 另一边，目前欧美市场割草机器人品类渗透率依然偏低，欧洲市场在 10% 到 30% 之间，美国市场还不到 10%。 两者共同驱使，一些国产厂商早几年就进入到了割草机器人领域，而伴随这一品类愈加火热的市场表现，这两年更多国产厂商开始涌入。 无边界成主流，早鸟玩家已 ...

Industry Overview - The lawn mower robot market has rapidly evolved, experiencing significant financing, entry, and exit of major players within just three years, with a market size of billions [2] - The global market for lawn mower robots is still in its infancy, with only about one million units sold compared to traditional lawn mowers [1][2] - Major companies like Ninebot, Ecovacs, and others have seen substantial increases in overseas sales, with Ninebot's Navimow generating nearly 600 million RMB in revenue in the first three quarters of 2024 [2] Challenges for Startups - Startups face significant challenges, including tight funding and the inability to achieve scale production, which deters investors due to lack of revenue visibility [4][5] - The average cost for a startup to reach a production scale is estimated to be around 100 million RMB, with initial stages requiring 30-40 million RMB for development and testing [6][7] - Recruitment is difficult for startups due to the industry's novelty and the limited pool of experienced talent, leading to challenges in building effective teams [5][7] Competitive Landscape - The industry is characterized by a fierce competition for funding, with hardware startups needing substantial capital to survive and grow [3][8] - Price wars are emerging, but quality and brand value are also critical factors influencing consumer choices, especially in overseas markets [10][11] - Major players are focusing on product quality and long-term planning rather than rushing to market, which reflects a more cautious investment approach [11] Technological Developments - The industry is exploring various technological solutions, with many companies opting for RTK (Real-Time Kinematic) positioning due to its maturity and accuracy in most scenarios [14][16] - However, some startups are focusing on visual solutions to reduce costs and improve adaptability in various environments, believing this approach can yield better long-term results [16][17] - Current visual solutions can effectively handle about 80% of tasks, utilizing multiple cameras for comprehensive coverage, which enhances performance in diverse conditions [18]