Frost&Sullivan发布《2025年全球集成智能和商业服务机器人独立市场研究报告》

A Frost & SullivanIndustry Research Source: Frost & Sullivan Executive Summary Introduction Artificial intelligence is evolving from the digital realm into the real physical world, marking the officialbeginning of the Physical AI era. As the core terminal connecting digital intelligence with the physical world,robots are expected to accelerate large-scale deployment under the advancement of Embodied Intelligenceand the “One Brain, Multiple Embodiments” paradigm, gradually evolving into a new form of infrastructure. The global robotics industry is entering a new round ofparadigm upgrade. With the continued maturity oflarge language models, multimodal models, AI Agents,on-device computing power, and robot bodytechnologies, AI capabilities are extending beyondcontent generation and software collaboration towardthe execution of real-world physical tasks. As the keyfoundation for realizing Physical AI, EmbodiedIntelligence faces significantly higher commercializationbarriers than digital intelligence, yet it also carriesgreater long-term value. Looking ahead, commercialservice robotics is expected to be among the firstsegments to establish a scalable commercial closed loop,while the “One Brain, Multiple Embodiments”paradigm will become the mainstream direction for thenext-generation robotics industry, driving robots intothe era of infrastructure. 3. Commercial Service Scenarios Is Expected to Becomethe First Scalable Application Scenario for EmbodiedIntelligence The large-scale deployment of Embodied Intelligenceis expected to occur first in areas where tasks are high-frequency, scenarios are relatively controllable,workflows are relatively standardized, and ROI ismore clearly measurable. commercial service roboticscovers scenarios such as delivery, cleaning, guidance,building services, medical delivery, and light industrialmaterial delivery, directly addressing pain pointsincluding rising labor costs, insufficient serviceefficiency, and unstable operational performance.Compared with humanoid robots, which are still at anearly stage, and industrial robots, which often involvea higher degree of customization, commercial servicerobotics has a stronger practical foundation forachieving large-scale deployment first. 1. The Physical AI Era Has Begun, with RobotsBecoming the Core Carrier 4. The Global Commercial Service Robotics Market IsGrowing Rapidly, with Chinese Companies Continuingto Strengthen Their Competitive Advantages With the continuous development of large languagemodels, multimodal models, world models, and AIAgents, AI capabilities are evolving from contentgeneration, information processing, and softwarecollaboration toward the execution of real-worldphysical tasks. Compared with PCs, smartphones, AIglasses, and intelligent vehicles, robots possess morecomprehensive capabilities in perception, decision-making, mobility, and execution, enabling them todirectly interact with and act upon the real world.Therefore, robots are expected to become one of themost important terminal carriers in the Physical AI era. Driven by demand for automation substitution, risinglabor costs, and the intelligent upgrade of the serviceindustry, the global commercial service roboticsmarket continues to grow rapidly. Chinese companieshave built strong competitiveness in the global marketby leveraging advantages in supply chains,engineering capabilities, product portfolios, andoverseas expansion channels. Leading companies arecontinuously increasing their market share throughmulti-category layouts across delivery, cleaning,guidance, and other applications, as well as thedevelopment of global channel networks and localizedservice systems. Industry concentration and theleading-player effect are expected to further strengthen. 2. Embodied Intelligence Faces Higher DeploymentBarriers, but Offers Greater Long-Term IndustrialValue Embodied Intelligence is no longer limited toprocessing digital information. Instead, it requires thecompletion of a full closed loop of “perception–understanding–planning–execution–feedback” in real-world environments. Its deployment depends not onlyon model capabilities, but also on robot bodies,sensors, actuators, motion control, scenario-basedsystems, data feedback loops, and continuousoperation and maintenance capabilities. As a result,Embodied Intelligence faces higher barriers in termsof technical complexity, system integration, industrialdeployment, and global rollout. However, oncedeployed at scale, it will unlock greater industrialvalue by replacing human labor, improvingoperational efficiency, and reshaping serviceworkflows. 5. “One Brain, Multiple Embodiments” Will DriveRobots Toward the Era of Infrastructure Source: Frost & SullivanAs robotic application scenarios continue to expand,the traditional “one robot, one brain” model can nolonger support the needs of cross-scenario replicationand large-scale deployment. The “One Brain, MultipleEmbodiments” paradigm connects diversifi