AI 기반 수술 로봇 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the aI-based surgical robots market size is expected to grow from USD 8.5 billion in 2025 to USD 9.89 billion in 2026 and is forecast to reach USD 21.87 billion by 2031 at 17.19% CAGR over 2026-2031.

This report is Segmented by Component (Surgical Systems, Instruments & Accessories, and More), Application (General Surgery, Urology, Gynecology, Orthopedics, and More), End User (Hospitals, and Ambulatory Surgical Centers), and Geography (North America, Europe, Asia-Pacific, MEA, South America). Market Forecasts are Provided in Terms of Value (USD).

Global AI-based Surgical Robots Market Trends and Insights

MIS Shift to Robotic-Assisted Surgery Across High-Volume Specialties

Robotic systems are displacing laparoscopy in colorectal, bariatric, and urologic cases because improved ergonomics and 3-D vision reduce conversion-to-open rates from 8% to 3% in multi-center studies. Bariatric programs report significantly shorter operative times after the first 20 robotic sleeve-gastrectomy cases . Urology holds a significant share of all robotic procedures worldwide in 2025, yet penetration has plateaued in radical prostatectomy, shifting incremental growth to nephrectomy and pyeloplasty. Gynecologic adoption accelerates under Medicare reimbursement parity for hysterectomy, widening hospital use cases. These volume gains shorten capital payback periods to fewer than three years for facilities performing at least 150 eligible cases annually.

AI-Enabled Visualization, Decision Support, and Data Insights Improve Predictability

Clearance of force-sensing and fluorescence-mapping modules on next-generation platforms such as da Vinci 5 enables intraoperative perfusion assessment that flags ischemic tissue before anastomosis. Medtronic's Touch Surgery Enterprise automatically benchmarks every Hugo RAS case against best-practice pathways, feeding credentialing dashboards that lower malpractice exposure. Third-party add-ons like ActivSight decrease bile-duct injuries by 60% in cholecystectomy through real-time hyperspectral overlays . Each procedure uploads annotated video to cloud repositories, and the resulting network effects improve model accuracy, further locking hospitals into specific ecosystems. By 2028, software is projected to contribute a greater share of gross profit than hardware for leading manufacturers.

High Total Cost of Ownership

A da Vinci Xi lists at USD 2.5 million and carries USD 180,000 in annual service plus USD 2,500 per-case disposable costs, bringing seven-year outlays above USD 5 million for community hospitals. Forty percent of systems in sub-100-case facilities operate at negative margins. Degradation of ten-use EndoWrist instruments after six to eight cycles effectively forces single-use economics. Chinese entrants sell complete platforms at USD 800,000 and USD 600 per procedure, fueling price pressure on incumbents. Subscription bundles offering unlimited instruments have low adoption as CFOs resist long-term lock-ins.

Other drivers and restraints analyzed in the detailed report include:

1. Expanding Indications and Procedure Volumes in Soft Tissue and Orthopedics
2. Outpatient/ASC Migration Enabling Compact Systems and Higher Utilization
3. Learning Curve and OR Workflow Disruption

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Surgical Systems contributed a leading 30.25% to the AI-based surgical robots market in 2025, while instruments & accessories posted a 19.90% CAGR. Instruments and Services already provide the majority of Intuitive's 2025 revenue, signaling the sector's pivot from one-time hardware sales to annuity models.

Software & Analytics Modules attract annual subscriptions of USD 50,000-150,000 per console, and their high gross margins are reshaping strategic priorities across the AI-based surgical robots industry. ActivSight's 120 hospital installations generated USD 18 million in recurring revenue in 2025. The AI-based surgical robots market size for these modules is projected to expand at double-digit rates as OEMs embed predictive analytics, case planning, and postoperative benchmarking into every license renewal.

Geography Analysis

Asia-Pacific is the growth engine, set to grow 19.78% annually through 2031, as Chinese vendors sell full platforms at roughly half the Western price and governments in India and Southeast Asia subsidize capital outlays significantly. China's MicroPort MedBot and Tinavi held a notable local share in 2025 by pricing consoles at around USD 800,000, prompting Intuitive and Medtronic to draft economy-tier offers. India added 120 systems in 2025, largely in metro hubs catering to inbound patients from the Middle East and Africa who pay USD 8,000-12,000 per case.

North America remains the revenue leader at 47.09% of the 2025 total, yet its trajectory is moderating as urology and general-surgery penetration plateaus. The United States accounts for the majority of regional income thanks to Medicare coverage for prostatectomy, hysterectomy, and colorectal procedures, plus commercial-payer backing that now funds 30% of total-knee procedures in ASCs. Europe sits second by revenue; Germany led 2025 installs with 180 units under DRG codes that reimburse esophagectomy and pancreatic work, but the EU AI Act now tacks on an extra 12-18 months and USD 5-10 million to each new product rollout.

Adoption in the Middle East and Africa clusters in Gulf hubs where sovereign wealth funds bankroll showpiece programs; UAE and Saudi reference centers together run 8,000 robotic cases a year. South Africa's 12-system footprint sits mostly in private chains, while public budgets focus on infectious-disease care. South America's strength lies in Brazil, whose private groups Rede D'Or and Hapvida performed 15,000 cases in 2025; Argentina added eight consoles for prostatectomy and bariatrics under private insurance cover

1. Asensus Surgical (KARL STORZ)
2. Brain Lab
3. CMR Surgical
4. Distalmotion
5. Globus Medical
6. Intuitive Surgical
7. Johnson & Johnson
8. Medicaroid (Kawasaki/Sysmex)
9. Medtronic
10. MicroPort MedBot
11. Moon Surgical
12. Noah Medical
13. Renishaw
14. Siemens Healthineers
15. Smiths Group
16. SS Innovations
17. Stereotaxis
18. Stryker
19. THINK Surgical
20. Vicarious Surgical
21. Zimmer Biomet

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 MIS Shift to Robotic-Assisted Surgery Across High-Volume Specialties
  • 4.2.2 AI-Enabled Visualization, Decision Support, And Data Insights Improve Predictability
  • 4.2.3 Expanding Indications and Procedure Volumes in Soft Tissue and Orthopedics
  • 4.2.4 Outpatient/ASC Migration Enabling Compact Systems and Higher Utilization
  • 4.2.5 Managed Service and Per-Procedure Pricing Models Lowering Capex Barriers
  • 4.2.6 AI-Driven Training, Simulation, And Tele-Proctoring Compress Learning Curves
• 4.3 Market Restraints
  • 4.3.1 High Total Cost of Ownership (Systems, Service, Limited-Use Instruments)
  • 4.3.2 Learning Curve and OR Workflow Disruption Slow Early Throughput
  • 4.3.3 EU AI Act High-Risk Compliance Adds Documentation and Audit Burdens
  • 4.3.4 Cybersecurity And Hospital IT Integration Constraints on Connected ORs
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Industry Rivalry

5 Market Size & Growth Forecasts (Value, USD)

• 5.1 By Component
  • 5.1.1 Surgical Systems
  • 5.1.2 Instruments & Accessories
  • 5.1.3 Software & Analytics Modules
  • 5.1.4 Services (installation, training, maintenance)
• 5.2 By Application
  • 5.2.1 General Surgery (e.g., hernia, colorectal, bariatric)
  • 5.2.2 Urology
  • 5.2.3 Gynecology
  • 5.2.4 Orthopedics (knee, hip, shoulder)
  • 5.2.5 Neurosurgery
  • 5.2.6 Cardiothoracic/Thoracic
  • 5.2.7 Bronchoscopy/Endoluminal (lung)
  • 5.2.8 Head & Neck / ENT
• 5.3 By End User
  • 5.3.1 Hospitals (AMCs, tertiary centers)
  • 5.3.2 Ambulatory Surgical Centers
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Spain
    • 5.4.2.6 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 India
    • 5.4.3.3 Japan
    • 5.4.3.4 South Korea
    • 5.4.3.5 Australia
    • 5.4.3.6 Rest of Asia-Pacific
  • 5.4.4 Middle East and Africa
    • 5.4.4.1 GCC
    • 5.4.4.2 South Africa
    • 5.4.4.3 Rest of Middle East and Africa
  • 5.4.5 South America
    • 5.4.5.1 Brazil
    • 5.4.5.2 Argentina
    • 5.4.5.3 Rest of South America

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Market Share Analysis
• 6.3 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)}
  • 6.3.1 Asensus Surgical (KARL STORZ)
  • 6.3.2 Brainlab
  • 6.3.3 CMR Surgical
  • 6.3.4 Distalmotion
  • 6.3.5 Globus Medical
  • 6.3.6 Intuitive Surgical
  • 6.3.7 Johnson & Johnson
  • 6.3.8 Medicaroid (Kawasaki/Sysmex)
  • 6.3.9 Medtronic
  • 6.3.10 MicroPort MedBot
  • 6.3.11 Moon Surgical
  • 6.3.12 Noah Medical
  • 6.3.13 Renishaw
  • 6.3.14 Siemens Healthineers
  • 6.3.15 Smith+Nephew
  • 6.3.16 SS Innovations
  • 6.3.17 Stereotaxis
  • 6.3.18 Stryker
  • 6.3.19 THINK Surgical
  • 6.3.20 Vicarious Surgical
  • 6.3.21 Zimmer Biomet

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment