Hi {{first_name|DATAportl community}}!
Today we take a look at the market for a wide range of robotics devices, highlighting the expansion of data now available in Dataportl and the trends driving market growth.
New Data: The 10 robotics markets you need to watch 🤖
We are thrilled to announce a major expansion of our robotics research, now offering granular coverage of 10 distinct robotic device types to give you a precise view of where the hardware market is heading. From the high-volume consumer drone market to the rapidly evolving world of autonomous humanoids, we have mapped the landscape to help you align your product roadmaps.
The Big Picture: Volume vs. Value
Our latest forecast highlights three distinct market pillars: Aerial (Drones), Industrial, and Consumer. While consumer devices currently dominate global shipment volumes, the momentum is shifting. The Industrial segment, encompassing everything from traditional robotic arms to next-gen mobile logistics robots, is projected to see the strongest growth over the next five years, with a +20% CAGR. For the semiconductor sector, this signals a pivot from low-margin consumer silicon toward high-performance industrial-grade computing, sensing, and power management solutions.
Industrial Evolution: Legs, Wheels, and 80% Growth
The definition of an "industrial robot" has expanded far beyond the stationary arms made by giants like FANUC and ABB. Our data tracks a surge in mobility:
Warehouse & Logistics Mobile Robots: AGVs and AMRs from players like Locus Robotics and MiR are becoming standard in fulfillment centers.
Autonomous Legged Robots (Humanoids): This is the fastest-growing sub-segment in our coverage. Driven by innovation from Boston Dynamics, Tesla (Optimus), Agility Robotics, Unitree, and many more, we forecast this category to grow at an explosive 80%+ CAGR from 2025 to 2030.
Why it matters: These machines require vastly more complex sensor fusion (LiDAR, vision, force/torque) and real-time edge AI processing than their stationary predecessors.
Drones: Ready for Take Off
In the aerial domain, the market is currently sustained by Consumer Drones, with DJI continuing to drive volume. However, the commercial tide is turning. Delivery Drones—purpose-built UAVs for cargo transport from companies like Zipline, Wing, and Matternet—are poised to "take off" in earnest from 2026 onwards. As regulations soften and battery energy density improves, we expect this segment to transition from pilot programs to scale, driving demand for high-efficiency motor controllers and long-range connectivity modules.
Social & Entertainment: More Than Just Toys
Finally, our expanded coverage dives into Social and Entertainment Robots. This category excludes domestic utility bots (like vacuums) to focus on interaction. It ranges from advanced robotic pets (like Sony’s Aibo) to AI-integrated educational companions (like Moxie) and consumer-grade quadrupeds. As Generative AI is integrated into these platforms, they are evolving from novelty gadgets into genuine interactive assistants, requiring significant onboard NPU (Neural Processing Unit) capabilities to handle natural language and emotion recognition without cloud latency.
Strategic Takeaway
The "Robotics" market continues to expand into a plethora of device types. The high-volume opportunities in consumer drones and social robots demand cost-effective, highly integrated SoCs. However, the massive value growth lies in the Industrial sectors. The 80% growth in legged robots represents a greenfield opportunity for high-performance actuators, SiC/GaN power stages (to extend battery life), and multi-modal sensor fusion hubs. If you are marketing MCUs or AI accelerators, the shift from "automated" to "autonomous" navigation in unstructured environments is your key selling point.
If you’re a client, you can view a comprehensive coverage of the market below:
Thanks for reading!
As the robotics landscape diversifies, the opportunities for specialized electronic components are expanding just as fast.