ABI forecast: Mobile robot shipments to jump 5x by 2030
Number of units sold will reach 2.8 million in 2030 as uses expand from warehouses to new tasks in manufacturing, last-mile delivery, agriculture, and healthcare.
The number of shipments of mobile robots will rise from 547,000 units in 2023 to 2.79 million by 2030, as customers expand applications from the current typical use case in warehousing and logistics to new tasks in manufacturing, last-mile delivery, agriculture, and healthcare, according to a report from technology analyst firm ABI.
That steep expansion would add up to a compound annual growth rate (CAGR) of 24.1% by units, and CAGR of 23.6% by revenue, as sales are forecasted to rise from $18 billion to $124 billion by 2030.
“Mobile robots are a very valuable category of robot which have completely transformed warehousing and logistics in recent years,” George Chowdhury, Robotics Industry Analyst at ABI Research, said in a release. “For material handling alone, mobile robots offer enterprises transformative efficiency improvements. Driven by the evolution of supporting technologies such as Simultaneous Localization and Mapping (SLAM), mobile robots can be deployed in diverse and dynamic environments, presenting new horizons to stakeholders and bringing efficiency improvements to under-automated economic sectors such as agriculture and healthcare.”
While warehousing and logistics will remain the primary adopters, other market verticals will see accelerated uptake by the decade's end, the report said. Shipments catering for agriculture deployments will rise from 7,000 to 129,000 per year by 2030; shipments for delivery will grow from 14,000 to 147,000; and public-facing applications will increase as the use of mobile robots within restaurants progress from 6,000 in 2023 to 78,000 shipments in 2030.
According to ABI, that change will occur as other industries begin to benefit from the decreasing costs, greater versatility, and simplified programmability that vendors are bringing to the mobile robot market. Sorted by market, those vendors include MiR, Omron, Otto Motors, and ABB for intralogistics within manufacturing; companies such as Zebra, Locus, and Safelog for marketing; Simbe and Brain Corp for retail; and Starship for last-mile delivery market.
“Mobile robots will remain the most popular form of robot, and shipments will continue to increase across economies as the benefits of augmenting existing business practices with automation become clear to decision-makers,” Chowdhury said. “As trust in Autonomous Mobile Robot (AMR) technologies grows, we will increasingly see mobile robots in public spaces. Hospitals, agriculture, retail stores, and last-mile delivery are all nearing readiness for the mass adoption of mobile robots.”
The deal will add the Google DeepMind robotics team’s AI expertise to Austin, Texas-based Apptronik’s robotics platform, allowing the units to handle a wider range of tasks in real-world settings like factories and warehouses.
The Texas firm joins other providers of two-legged robots such as the Oregon company Agility Robotics, which is currently testing its humanoid units with the large German automotive and industrial parts supplier Schaeffler AG, as well as with GXO. GXO is also running trials of a third type of humanoid bot made by New York-based Reflex Robotics. And another provider of humanoid robots, the Canadian firm Sanctuary AI, this year landed funding from the consulting firm Accenture.
“We’re building a future where humanoid robots address urgent global challenges,” Jeff Cardenas, CEO and co-founder of Apptronik, said in a release. “By combining Apptronik’s cutting-edge robotics platform with the Google DeepMind robotics team’s unparalleled AI expertise, we’re creating intelligent, versatile and safe robots that will transform industries and improve lives. United by a shared commitment to excellence, our two companies are poised to redefine the future of humanoid robotics.”
Airbus Ventures, the venture capital arm of French aircraft manufacturer Airbus, on Thursday invested $10.5 million in the Singapore startup Eureka Robotics, which delivers robotic software and systems to automate tasks in precision manufacturing and logistics.
Eureka said it would use the “series A” round to accelerate the development and deployment of its main products, Eureka Controller and Eureka 3D Camera, which enable system integrators and manufacturers to deploy High Accuracy-High Agility (HA-HA) applications in factories and warehouses. Common uses include AI-based inspection, precision handling, 3D picking, assembly, and dispensing.
In addition, Eureka said it planned to scale up the company’s operations in the existing markets of Singapore and Japan, with a plan to launch more widely across Japan, as well as to enter the US market, where the company has already acquired initial customers.
“Eureka Robotics was founded in 2018 with the mission of helping factories worldwide automate dull, dirty, and dangerous work, so that human workers can focus on their creative endeavors,” company CEO and Co-founder Pham Quang Cuong said in a release. “We are proud to reach the next stage of our development, with the support of our investors and the cooperation of our esteemed customers and partners.”
Tire manufacturer Michelin has long used predictive maintenance tools to head off equipment failures, but the company recently upped its game by implementing cutting-edge robotics at its factory in Lexington, South Carolina. Managers there are using Boston Dynamics’ autonomous mobile robot (AMR) “Spot” to speed and streamline the inspection and maintenance processes—a move that is boosting productivity at the Lexington facility and for the company at large.
“Getting ahead of equipment failures is important, because it affects our production output,” Ryan Burns, an associate in the facility’s reliability and methods department, said in a case study describing the project. “If we can predict a failure and we can plan and schedule the work to fix the issue before it becomes an unplanned breakdown, then we’re able to increase our output as a company and a tire producer.”
MORE—AND BETTER—INSPECTIONS
Spot is a versatile quadruped AMR that can automate sensing and inspection tasks, and capture data—all while moving freely throughout a facility. The robot is being used around the world for maintenance-related functions, such as detecting mechanical problems and monitoring equipment for energy efficiency. At the Michelin plant, managers began by assigning Spot to inspect machinery in its tire verification (TV) area—taking over tasks previously done by in-house technicians as well as conducting additional inspections. Spot identifies issues and problems, and then conveys that information through its software program, called Orbit, which managers can access via an on-site server. From there, managers can sort through the data to detect anomalies and set alarm thresholds that will trigger a technician’s response.
“From a technician standpoint, Spot going out and doing these routes eliminates a mundane task that the humans were doing,” said Burns. “By Spot finding these anomalies and these issues, it gives the technicians more time to … [decide] how and when they’re going to fix the problem versus going out, identifying [the issue], then trying to plan and schedule everything.”
FEWER BREAKDOWNS, MORE PRODUCTIVITY
The results have been game-changing, according to Burns and his colleague Wayne Pender, the tech methods and reliability manager at the Lexington plant. As of this past fall, Spot was running seven inspection missions in the TV area, scanning about 350 points across 700 assets to detect anomalies ahead of time. The results helped generate 72 work orders in Michelin’s system—allowing the facility to avoid uncontrolled breakdowns and major production losses, according to Pender. On top of that, Spot had generated 66 air-leak work orders, identifying areas where Michelin can reduce energy consumption.
Looking ahead, the plan is to apply Spot’s talents beyond the TV area to the rest of the facility.
“Spot is a member of our maintenance team,” Burns said. “The future is to have more Spots, so that we can improve on our inspections and improve our overall output as a company here at [Lexington].”
Pender agrees: “We see Spot [as] the future. … [But] we probably need a whole dog pound or multiple Spots … to actually do what we need to do [across all of Michelin’s North American facilities].”
German contract logistics provider DB Schenker has been operating remote-controlled forklifts at its warehouse facility Kassel, Germany, for nine months through a trial with the start-up firm enabl.
Drivers are connected to several different vehicles at different locations, and control the vehicles from a distance. That approach has the potential to increase efficiency and eliminate staff shortages by separating the driver from the forklift, the company said.
Following the results of the pilot period, DB Schenker recently signed a letter of intent committing to a long-term collaboration to scale enabl’s advanced remote control and automation technology for forklifts at several additional international locations.
Karlsruhe, Germany-based enabl raised $3.3 million in a pre-seed funding round earlier this year, saying its material handling-as-a-service business model provides customers with a flexible overall service for the intra-company transport of goods by automating partial process steps, even without full automation.
“The collaboration with enabl allows us to react flexibly to fluctuations in demand and automate our processes to increase productivity. We see this partnership as a valuable addition to our CL digitalization strategy, which will help us to secure our competitiveness in the long term,” Lucas Mömken, Vice President Global Engineering & Innovation in Contract Logistics, DB Schenker, said in a release.
The “series B” funding round was financed by an unnamed “strategic customer” as well as Teradyne Robotics Ventures, Toyota Ventures, Ranpak, Third Kind Venture Capital, One Madison Group, Hyperplane, Catapult Ventures, and others.
The fresh backing comes as Massachusetts-based Pickle reported a spate of third quarter orders, saying that six customers placed orders for over 30 production robots to deploy in the first half of 2025. The new orders include pilot conversions, existing customer expansions, and new customer adoption.
“Pickle is hitting its strides delivering innovation, development, commercial traction, and customer satisfaction. The company is building groundbreaking technology while executing on essential recurring parts of a successful business like field service and manufacturing management,” Omar Asali, Pickle board member and CEO of investor Ranpak, said in a release.
According to Pickle, its truck-unloading robot applies “Physical AI” technology to one of the most labor-intensive, physically demanding, and highest turnover work areas in logistics operations. The platform combines a powerful vision system with generative AI foundation models trained on millions of data points from real logistics and warehouse operations that enable Pickle’s robotic hardware platform to perform physical work at human-scale or better, the company says.