Emerging mobile robots are the only segment in the robotics industry where domestic production accounts for nearly 90% of the market share. This is also a market where domestic robot companies completely dominate, putting significant pressure on foreign brands. In the post-pandemic era, the mobile robot market is experiencing a surge in activity, the industrial market is progressing steadily, and commercial applications are accelerating. Various applications of artificial intelligence, particularly vision and algorithms, are becoming key focuses, and the robot chassis, which carries multiple technologies, plays an indispensable role in this success.
During the period of normalized pandemic response, intelligent service robots, big data analysis systems, and intelligent identification (temperature measurement) products ranked among the top three in terms of quantity, with the demand for robots surging 7-8 times. Service robots, such as disinfection robots, intelligent temperature measurement robots, and delivery robots, were particularly outstanding. The booming development of service robots has driven downstream demand, and the mobile robot chassis sub-sector has also experienced explosive growth.
Currently, there are no fewer than 20 companies in the robot chassis field, including those specializing in robot positioning and navigation, and others focusing on the robot itself. In the future, as more companies enter this field and user growth slows, the previously incremental market for mobile robot chassis companies will shift towards a mature market.
For businesses, acquiring new users, increasing user engagement, and enhancing customer loyalty have become major headaches for many operators. Therefore, before the rise of mobile bots, maintaining existing users became more important than acquiring new ones.
As a collection of various technologies and functions, a robot's most important components, aside from some software functions, reside on its hardware chassis. From an object-level perspective, the robot chassis primarily integrates numerous sensors, including LiDAR, depth cameras, ultrasonic sensors, infrared sensors, collision and fall protection devices, as well as hub motors and wheels. While the functions of each component are independent, they also complement each other, working together in different usage scenarios to meet a wider range of user needs and thus enhance the user experience.
Therefore, mobile robot chassis manufacturers can leverage product portfolios to amplify product advantages and expand market influence. In a saturated market, they can seek long-term development by launching product combinations to create a unique product matrix.
