雲端機器人市場 - 增長、趨勢、COVID-19 影響和預測（2022-2027 年）

在預測期內，雲機器人市場預計將以 24.8% 的複合年增長率增長。

在機器人技術中越來越多地採用連接服務，以及用於協作的卸載計算和資訊共享，是全球雲機器人市場增長的重要因素。

主要亮點

• 預計在預測期內，基於雲的 AI 和連接性將顯著影響雲機器人市場的發展。許多科技巨頭已經開發出基於人工智能的系統並得到廣泛應用。因此，這些供應商對機器人市場的投資也將導致新的雲機器人解決方案的創新。
• 機器人技術、遠程控制、MEC 和核心雲技術的融合有望改變各行業垂直領域的企業運營、工業流程和消費者服務。雲操作以及地面和機載機器人將極大地支持專用和通用機器人的細分市場。隨著最終用戶使用自主和遙控機器人來完成廣泛的個人服務任務，後者將變得更加流行。
• 雲機器人市場有望創造更多樣化的機器人服務。這是由多種變量驅動的，包括更靈活的服務執行、減少的操作摩擦（因為專有接口更少），以及在基於雲的應用程序範式中通過機器人即服務提高了經濟性。這是由於最初，工業和政府客戶將受益最多，其次是某些關鍵行業的公司。雲機器人市場最終將提供給有限數量的客戶。
• 機器人公司正在努力提高他們感知和理解工作環境的能力，並培養他們在移動中適應動態操作環境的能力。通過傳感器和機器學習的集成，這種態勢感知成為可能。
• 智能設備的普及、帶寬的發展以及雲流媒體服務的興起也是聯網機器人市場增長的因素。 GSMA 預測，2025 年將有約 251 億台 IoT 連接設備，高於 2017 年的 75 億台。這為聯網機器人及其平台的市場提供了巨大的機會。
• 主要市場參與者正在全球推出新的解決方案，為雲機器人市場增加未來的增長機會。例如，2021 年 2 月，HPE 發布了 HPE Open RAN 解決方案堆棧，實現了 Open RAN 在全球 5G 網絡中的大規模商業實施。 HPE Open RAN 解決方案堆棧包括 HPE 編排和自動化工具、特定於 RAN 的基礎設施設計和運營商優化設備。
• 隨著封鎖措施減少了許多公司的勞動力，並且越來越多的公司需要集中監控來控制各種工業設備，對雲機器人的需求有所增加。因此，日益工業化和對自動化需求的增加增加了對雲機器人的需求。此外，製造業不斷增長的需求以及醫療保健和化工行業對機器人和自動化解決方案的需求激增正在推動市場擴張。

主要市場趨勢

對工業機器人不斷增長的需求推動市場增長

• 隨著雲計算、大數據等新技術的發展，雲技術與機器人系統的融合使得設計高性能複雜的多機器人系統成為可能。物聯網的滲透和對機器人的投資增加正在為工業機器人的增長做出重大貢獻。
• 根據國際機器人聯合會的數據，全球機器人安裝量迅速恢復，使 2021 年成為機器人行業 (IFR) 歷史上最成功的一年。 “由於持續的自動化趨勢和不斷的創新，整個行業的需求達到了很高的水平。” "
• 此外，工業機器人的銷售正在顯著復甦。全球出貨量為 486,800 台，創歷史新高，同比增長 27%。亞洲/澳大利亞的需求最為強勁，安裝量增長 33% 至 354,500 台。在美洲，售出 49,400 輛，同比增長 27%。歐洲實現了 15% 的兩位數增長，達到 78,000 輛。
• 在過去十年中，隨著工廠變得更加智能，工業機器人的需求量很大。工業機器人的發展導致編程機器人在實時應用、準確性、魯棒性和兼容性方面表現良好。
• 在中小型行業，小批量、經濟高效的解決方案的可用性正在影響工業自動化的採用。通過將機器人、機器和自動化設備連接到雲端，製造商可以從他們的自動化系統中獲得最高水平的性能和正常運行時間。

亞太地區將顯著增長

• 亞太市場受到越來越多的雲計算採用以及最終用戶採用機器人和自動化的推動。該地區，尤其是中國、印度和日本，擁有世界上最高的自動化採用率。
• 中國是亞太地區公共雲的最大投資者。本地IaaS市場已成為中小企業構建遊戲、視頻、移動互聯網等IT資源的首選。
• 在中國，隨著下游製造業復甦以及鋰電池和新能源汽車產量的擴大，工業機器人有望快速增長。
• 過去八年，中國已成為全球最大的工業機器人市場。根據工信部發布的五年規劃，2021-2025年，中國機器人產業營業收入預計將以每年20%的速度增長。
• 對先進汽車製造的不斷增長的需求正在推動美國和中國公司之間建立機器人合作夥伴關係。隨著中國推進雲端服務，這可能會進一步發展亞太雲機器人市場。
• 該地區的主要參與者正在投資開發機器人雲解決方案。例如，2021 年 4 月，CloudMinds Technology Inc. 宣布 B+ 輪融資總額超過 1.53 億美元。這家總部位於上海的服務機器人公司表示，它將繼續開髮用於住宅的人形模型。
• 此外，CloudMinds 表示，它正在為零售、教育、醫療保健和酒店業開發使用雲計算的服務機器人。其產品包括輪式人形“XR-1 Service Robot”、安全機器人“Cloud Patrol”和軟銀機器人的人形“Cloud Pepper”。這些產品是在 RaaS（機器人即服務）的基礎上提供的。
• 此外，新加坡的 ASORO 研究所構建了一個雲計算基礎架構，用於生成環境的 3D 模型。這使機器人能夠同時執行定位和映射，比實驗室計算機快得多。

競爭格局

雲機器人市場是分散的。總體而言，現有競爭對手之間的競爭程度適中。此外，我們可以期待大公司和初創企業之間以創新為重點的收購和合作。

• 2021 年 11 月 - 智能自動化產品、數位解決方案、技術和業務流程管理 (BPM) 的全球供應商 Datamatics 宣布 Datamatics TruBot 機器人流程自動化 (RPA) 解決方案將被 Western Bainoona Group ( WBG) 宣布成功。 WBG 是中東和非洲 (MEA) 地區著名的工程和建築公司。在採用 RPA 和物聯網 (IoT) 的早期階段，我們將四項關鍵活動數字化，以確保數據和支付處理的順暢、無差錯流動。
• 2021 年 6 月 - 惠普企業宣布收購Determined AI。位於舊金山的操作使用開源機器學習 (ML) 平台來提供強大且有彈性的軟件堆棧，用於訓練任何規模的 AI 模型。 HPE 將Determined AI 的專有軟件解決方案與世界領先的人工智能和高性能計算(HPC) 服務相結合，使幾乎所有行業的機器學習工程師都能夠開發和訓練機器學習模型，從而更快地從數據中獲取數據。我們的目標是能夠生成準確和準確的見解。

其他特典

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第 1 章介紹

• 調查結果
• 調查範圍

第 2 章研究方法

第 3 章執行摘要

第 4 章市場動態

• 市場概覽
• 市場促進因素和限制因素簡介
• 市場促進因素
  • 越來越關注雲技術
  • 越來越多的最終用戶採用機器人技術
• 市場抑制因素
  • 安全和隱私問題
• 行業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章技術概覽

第 6 章市場細分

• 按服務
  • 軟件
  • 服務
• 按應用
  • 工業機器人
  • 服務機器人
• 按最終用戶行業
  • 製造
  • 軍事/國防
  • 零售/電子商務
  • 醫療保健、生命科學
  • 其他行業
• 區域信息
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東和非洲

第 7 章競爭格局

• 公司簡介
  • Hit Robot Group Co. Ltd
  • ABB Ltd
  • inVia Robotics Inc.
  • C2RO Cloud Robotics
  • CloudMinds Technologies Co. Ltd
  • Google LLC
  • IBM Corporation
  • Microsoft Corporation
  • Rapyuta Robotics Co. Ltd
  • Tend AI Inc.
  • V3 Smart Technologies PTE Ltd

第 8 章投資分析

第 9 章市場機會和未來趨勢

The cloud robotics market is expected to grow at a CAGR of 24.8% during the forecast period. The growing adoption of connected services in robotics, by information sharing for offloaded computation and collaboration, is a vital factor in the growth of the global cloud robotics market.

Key Highlights

• The cloud-based AI and connectivity are likely to significantly shape the cloud robotics market's development over the forecast period. Many technology giants have developed AI-based systems that are being widely used. Hence, the investment by these vendors in the robotics market will also innovate new solutions for cloud robotics.
• The convergence of robots, teleoperation, MEC, and core cloud technologies is poised to alter enterprise operations, industrial processes, and consumer services across various industry verticals. Cloud operations and terrestrial and aerial robots will significantly assist the purpose-built and general-purpose robotics segments. In the latter instance, mass consumerization will occur when end-users acclimate to autonomous and remote-control robots for a wide range of personal services tasks.
• The cloud robotics market will give birth to a greater range of robotics services. This is due to various variables, including significantly more flexible service execution, lower operational friction (due to fewer proprietary interfaces), and improved economics via robotics-as-a-service in a cloud-based application paradigm. Initially, industrial and government clients will profit the most, followed by enterprises in specific leading industry sectors. The cloud robotics market will eventually become available to customers in a limited capacity.
• Robotics businesses are working to improve their technology's ability to sense and understand their work settings and cultivate the ability to adjust to dynamic operational conditions on the go. This situational awareness is made possible by integrating sensors and machine learning.
• Increasing adoption of smart devices, the evolution of bandwidth, and rising cloud streaming services are also owing to the growth of the connected-robots market. The GSMA predicted that by 2025, there would be around 25.1 billion IoT-connected devices, which was 7.5 billion in 2017. This offers a massive opportunity for connected robots and their platform market.
• The key market players are globally coming up with new solutions, which enhance the future growth opportunities for the Cloud Robotic market. For instance, in February 2021, HPE announced the HPE Open RAN Solution Stack, enabling the commercial implementation of Open RAN at scale in global 5G networks. The HPE Open RAN Solution Stack contains orchestration and automation tools from HPE, RAN-specific infrastructure designs, and telco-optimized equipment.
• Lockdowns reduced the number of workforces in numerous businesses, which increased demand for cloud robotics as more and more companies need centralized monitoring to take control of diverse industrial instruments. Thus, growing industrialization and an increase in automation requirements increased the demand for cloud robotics. Furthermore, the growing need for manufacturing industries, as well as the spike in demand for robotics and automation solutions in the healthcare and chemical industries, fuel market expansion.

Key Market Trends

Rising Demand for Industrial Robotics to Augment the Market Growth

• With the development of cloud computing, big data, and other emerging technologies, the integration of cloud technology and robotic systems allows for designing multi-robot systems with high performance and high complexity. Growing penetration of the IoT and investments in robotics have been the major contributors to the growth of industrial robotics.
• According to the International Federation of Robotics, robot installations worldwide have recovered rapidly, making 2021 the most successful year in the robotics industry's history (IFR). "Demand reached high levels across industries due to the ongoing trend toward automation and continued technological innovation." Even the pre-pandemic record of 422,000 installations per year in 2018 was broken in 2021."
• Furthermore, Industrial robot sales have made a significant comeback. A new high of 486,800 units was shipped globally, a 27% increase over the previous year. Asia/Australia witnessed the greatest increase in demand, with installations increasing 33% to 354,500 units. With 49,400 units sold, the Americas climbed by 27%. With 78,000 units installed, Europe had a double-digit increase of 15%.
• Industrial robotics have been witnessing a huge demand over the past decade, owing to the adoption of smart factory systems. With the development of industrial robots, programmed robots have reached high-performance levels in real-time applications, accuracy, robustness, and compatibility.
• The availability of small-capacity and cost-effective solutions from small-and medium-sized industries is influencing the adoption of industrial automation. Apart from this, connecting robots, machines, and automation equipment to the cloud allow manufacturers to unlock the highest levels of performance and uptime from their automation systems.

Asia-Pacific to Witness a Significant Growth

• The market in Asia-Pacific is driven by the growing penetration of cloud computing, coupled with the incorporation of robotics and automation among the end-users. The automation adoption rate in this region, especially in China, India, and Japan, is the highest globally.
• China is the biggest spender on public cloud in the Asia-Pacific region. The local IaaS market is the first choice for small- and medium-enterprises for IT resources construction in games, video, and mobile internet.
• Industrial robots are predicted to increase rapidly in China as the downstream manufacturing sector recovers and the production of lithium batteries, new energy vehicles, and other industries expand.
• For the past eight years, China has been the world's largest market for industrial robots. According to a five-year plan released by the Ministry of Industry and Information Technology, China's robotics industry's operating revenue is predicted to rise at a 20 percent annual pace from 2021 to 2025.
• The growing demand for advanced automotive manufacturing drives robotics partnerships between the United States and Chinese companies. This may help China advance cloud services, which will likely further develop the Asia-Pacific cloud robotics market.
• The key players in this region are investing in developing robotic cloud solutions. For instance, In April 2021, CloudMinds Technology Inc. announced a Series B+ round of funding totaling more than USD 153 million. According to the Shanghai-based service robotics company, it will continue to develop humanoid models for residential use.
• It also stated that CloudMinds develops service robots for retail, education, healthcare, and hospitality that employ cloud computing. Its products include the wheeled humanoid XR-1 Service Robot, the Cloud Patrol security robot, and Cloud Pepper, a SoftBank Robotics humanoid. It has made them available through a robotics-as-a-service (RaaS) paradigm.
• Furthermore, ASORO labs of Singapore built a cloud computing infrastructure to generate a 3D model of the environment. This allows robots to perform simultaneous localization and mapping much faster than the labs' computers.

Competitive Landscape

The Cloud Robotics market is fragmented. Overall, the competitive rivalry among existing competitors is moderate. Moreover, acquisitions and collaboration of large companies with startups are expected, focusing on innovation.

• November 2021 - Datamatics, a global Intelligent Automation Products, Digital Solutions, Technology, and Business Process Management (BPM) Company, announced the successful adoption of its Datamatics TruBot Robotic Process Automation (RPA) Solution at Western Bainoona Group (WBG). WBG is a prominent engineering and construction firm in the Middle East and Africa (MEA). Four important activities were digitalized during the initial stage of RPA and Internet of Things (IoT) implementation to ensure a smooth and error-free data and payment processing flow.
• June 2021 - Hewlett Packard Enterprise has announced the acquisition of Determined AI. This San Francisco-based business provides a powerful and resilient software stack for training AI models at any scale using its open-source machine learning (ML) platform. HPE will combine Determined AI's unique software solution with its world-leading AI and high-performance computing (HPC) services to enable ML engineers in practically every industry to develop and train machine learning models to generate faster and more accurate insights from their data.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Deliverables
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Increasing Prominence of Cloud Technology
  • 4.3.2 Increasing Adoption of Robotics across Various End Users
• 4.4 Market Restraints
  • 4.4.1 Security and Privacy Concerns
• 4.5 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers/Consumers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry

5 TECHNOLOGY SNAPSHOT

6 MARKET SEGMENTATION

• 6.1 By Offering
  • 6.1.1 Software
  • 6.1.2 Service
• 6.2 By Application
  • 6.2.1 Industrial Robot
  • 6.2.2 Service Robot
• 6.3 By End-user Industry
  • 6.3.1 Manufacturing
  • 6.3.2 Military and Defense
  • 6.3.3 Retail and E-commerce
  • 6.3.4 Healthcare and Life Sciences
  • 6.3.5 Other End-user Industries
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Hit Robot Group Co. Ltd
  • 7.1.2 ABB Ltd
  • 7.1.3 inVia Robotics Inc.
  • 7.1.4 C2RO Cloud Robotics
  • 7.1.5 CloudMinds Technologies Co. Ltd
  • 7.1.6 Google LLC
  • 7.1.7 IBM Corporation
  • 7.1.8 Microsoft Corporation
  • 7.1.9 Rapyuta Robotics Co. Ltd
  • 7.1.10 Tend AI Inc.
  • 7.1.11 V3 Smart Technologies PTE Ltd

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS