Recently, nine companies in the acceptance of investor research, said that in addition to intelligent lawn mowing robots, the company's robotics business also includes commercial delivery service robots, focusing on hotels, restaurants and other indoor delivery scenarios. At the same time, the company is actively exploring other scenarios of short-distance mobile "things" robotics new business, such as the first generation of AMR developed in cooperation with NVIDIA, has entered the late stage of product development testing.
NVIDIA, we are all familiar with, a full-stack computing company, has been a pioneer in the field of accelerated computing. However, more than just NVIDIA, in July this year, Nine revealed in its earnings report that it has now partnered with Microsoft, Intel, COCO, Goggo, Tine Mile and other companies to explore the value of commercialization of service robots in the field of outdoor delivery on the ground.
Under the impact of the epidemic, contactless service has become a necessity, the demand for service robots from consumers and enterprises has increased steeply in the past two years, the value of robots has been further explored, and service robots have rapidly stepped through the stage of market education and entered a period of high-speed development. According to the forecast data of the industry research report of Zheshang Securities, the global intelligent service robot market space will be raised from 2.2 billion U.S. dollars (about 16 billion yuan) in 2021 to 6.8 billion U.S. dollars (about 49.1 billion yuan) in 2026, and the concentration of the industry in localized application scenarios will be further increased.
Nine company since 2014 began to systematically enter the field of robotics, 2016 was officially established Nine robotics brand, self-research full-stack robotics technology, image recognition, navigation algorithms, computing platforms, the Internet of Things, and other key technology stacks have a depth of breakthroughs, and the current main products include delivery robots, delivery robots, mobile platforms RMP, and unmanned outdoor delivery vehicles, etc., and the domestic has been stationed in succession Marriott, Hilton and other mainstream first-tier hotel groups, and with Jinjiang Group, Shangmei, Green, Yado and other head of the hotel group to reach a deep cooperation.
According to the report "Commercial Service Robot China Market Share 2022" released by IDC, the overall size of China's commercial service robot market will be $169 million in 2022.
In terms of application scenarios, the market for delivery robots has declined due to the large impact of the epidemic on downstream catering and hotel industries. Commercial cleaning robots, after completing the scene validation, are replicated in office buildings, supermarkets and other scenes on a large scale, and the market is growing rapidly. In order to expand the market space, since 2022, major suppliers have strengthened the product coverage of more industries and scenarios, and the commercial cleaning and medical industries have become the direction of more manufacturers' attention and layout.
From the perspective of competition pattern, the current domestic enterprises include Gaoxian Automation, Kenglang Intelligence, Purdue Technology, Cloud Trace Technology, Youdi Technology, Wearing Armor Robotics, Jingwu Intelligence, and Orion Star, etc. The Chinese market is clearly polarized, with the head vendors having a combined share of 59.6%, among which Gaoxian Automation and Kenglang Intelligence, by virtue of their strengths in the fields of commercial cleaning and food service delivery respectively, each occupies more than 20% of the The market share of Gaoxian Automation and Kenglang Intelligence is more than 20%.
China's service robotics industry listed companies, Coors, stone technology, nine companies and other industrial layout is broader, and actively develop the globalization strategy, the rest of the enterprises are mainly laid out in the territory of the region, mainly focused on East China and North China and so on. Among them, the market value of nine robots has reached 54.5 billion, the cooperation with NVIDIA to develop the first generation of AMR, will help accelerate the commercialization of service robots in the field of outdoor delivery.
Translated with DeepL.com (free version)