자율 기계용 AI : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the AI for autonomous machines market size is projected to expand from USD 11.72 billion in 2025 and USD 14.01 billion in 2026 to USD 29.47 billion by 2031, registering a CAGR of 16.03% between 2026 to 2031.

This report is Segmented by Component (Hardware, Software, and Services), Autonomous-Machine Type (Unmanned Ground Vehicles, Unmanned Aerial Vehicles, Unmanned Marine Vehicles, and More), Technology (Machine Learning and Deep Learning, and More), End-User Industry (Automotive, Electronics and Semiconductors, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global AI For Autonomous Machines Market Trends and Insights

E-Commerce Fulfillment Automation

Rising order volumes and shorter delivery expectations have made warehouse automation a core investment priority for large logistics operators. Amazon had deployed more than 750,000 robots in its fulfillment network by 2025, showing the scale at which robotic systems now support daily operations. In June 2026, Amazon also announced a EUR 10 billion (USD 11.6 billion) investment in its European fulfillment network, alongside new AI-enabled equipment. Large networks generate operating data from picking, routing, handling, and exception management, which can improve later software models. This data advantage raises the threshold for independent providers that lack comparable access to real operating environments. The AI for autonomous machines market also benefits as mid-sized logistics providers seek robotics-as-a-service contracts that link spending to delivery and throughput outcomes.

Edge-AI Compute for Real-Time Autonomy

More capable computing at the machine edge lets autonomous systems make decisions without waiting for a remote cloud response. NVIDIA released the Jetson T4000 module in January 2026 with 1,200 FP4 TFLOPS in a 70-watt design and a USD 1,999 price at 1,000-unit volume. NVIDIA also made Jetson AGX Thor available for humanoid, agricultural, and surgical robotics, extending high-performance local processing to more machine categories. Lower latency supports applications where a machine must respond immediately to movement, obstacles, or changing physical conditions. ABB stated that its RobotStudio HyperReality, working with NVIDIA Omniverse, can reduce deployment costs by up to 40% and shorten time to market by up to 50%. This pattern supports the AI for autonomous machines market by making simulation and local inference more practical for smaller deployment programs.

Fragmented Safety and Liability Frameworks

Different national rules on safety, accountability, and liability add cost and delay when providers deploy the same platform across borders. The EU AI Act entered full applicability in August 2026 and sets out obligations for high-risk systems, including human oversight, incident records, and fundamental rights assessments. The EU Product Liability Directive extends strict liability to AI-driven software and must be transposed into national law by December 9, 2026. The withdrawal of the proposed EU AI Liability Directive in early 2025 left fault-based civil liability unresolved at the EU level. Standards such as IEC 61508 and ISO 13849 provide useful reference points, but providers still need to apply them across separate legal settings. The AI for autonomous machines market may favor firms that already have safety processes, certification experience, and documented system controls.

Other drivers and restraints analyzed in the detailed report include:

1. Labor Shortages and Workforce Cost Pressure
2. Industry 4.0 and Flexible Automation Adoption
3. High Upfront Integration and Retrofit Costs

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

Segment Analysis

Hardware held 57.48% of the AI for autonomous machines market share by component in 2025. Edge computing modules, LiDAR units, cameras, force-torque sensors, and actuators remained necessary for machines to sense and act in physical settings. These purchases supported hardware demand across warehouse robots, industrial cells, vehicles, and field equipment. Local computing hardware has improved the ability of machines to process data at the point of use. NVIDIA's Jetson products are used for this purpose across humanoid, agricultural, and surgical robotics. The services sub-segment includes installation, maintenance, model retraining, and fleet-management support. It remains smaller than hardware and software in absolute terms, but it grows with the installed machine base. Service providers also help operators address site-specific safety and systems integration requirements. These activities make services important for repeat deployments within the AI for autonomous machines market.

Software is projected to be the fastest-growing component, with a CAGR of 18.53% through 2031. Demand centers on world foundation models, fleet-orchestration platforms, computer vision, and simulation tools that shorten development cycles. Software helps operators deploy one control approach across several machine types and sites. This is useful when a business needs to modify tasks without rebuilding mechanical systems. The AI for autonomous machines market size for software is supported by a shift toward proprietary model assets, operating data, and interfaces that connect them to fleets. NVIDIA's Cosmos platform is designed to combine synthetic world generation, vision reasoning, and action simulation for physical AI development. Software firms can build recurring revenue through model updates, analytics, and remote fleet support. Hardware manufacturers are responding by adding software, simulation, and lifecycle services to their offerings. The value of software still depends on reliable integration with sensors, compute modules, and physical safety systems.

Industrial robots and cobots accounted for 40.87% of the autonomous-machine-type segment in 2025. Their installed base supports precision assembly, material movement, welding, inspection, and machine tending. Semiconductor manufacturing and logistics are important sources of demand because each requires repeatable handling with limited tolerance for errors. Collaborative robots have expanded beyond traditional automotive assembly into more varied production environments. Industrial robots and cobots remain central to the AI for autonomous machines market because they combine a broad installed base with growing demand for adaptable control. Their near-term role is strengthened by investment in chip fabrication, electronics assembly, and fulfillment facilities. Adoption still depends on integration skills, worker training, and clear safeguards around human-machine interaction.

Unmanned marine vehicles are projected to be the fastest-growing machine type, with a 17.92% CAGR through 2031. Naval use, offshore energy inspection, and climate monitoring work create demand for machines that can remain on missions for longer periods. AI-guided navigation helps operators manage changing sea conditions and reduce direct human exposure. The United States Navy has emphasized large unmanned surface vehicles and extra-large unmanned undersea vehicles in its planning. Unmanned aerial vehicles continue to serve logistics, infrastructure inspection, and defense reconnaissance. Unmanned ground vehicles are gaining use in ports, mining logistics, and military operations. Service robots, delivery robots, autonomous heavy equipment, farm machinery, and humanoid machines are also broadening the AI for autonomous machines market. Each category has different safety, sensing, environmental, and maintenance requirements. This diversity creates room for specialized platforms as well as common AI layers that can work across physical systems.

Complete Report Scope:

• By Component
  • Hardware
  • Software
  • Services
• By Autonomous-Machine Type
  • Unmanned Ground Vehicles
  • Unmanned Aerial Vehicles
  • Unmanned Marine Vehicles
  • Industrial Robots and Cobots
  • Other Autonomous-Machine Types (Service and Delivery Robots, Autonomous Heavy Equipment and Farm Machinery, Humanoid and General-Purpose Robots)
• By Technology
  • Machine Learning and Deep Learning
  • Computer Vision
  • LiDAR and Radar Perception
  • Sensor Fusion
  • Other Technologies
• By End-User Industry
  • Automotive
  • Electronics and Semiconductors
  • Retail and E-commerce
  • Healthcare
  • Food and Beverage
  • Aerospace and Defense
  • Other End-User Industries (Agriculture and Mining, Energy and Utilities)
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • ASEAN
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Turkey
    • Israel
    • Rest of Middle East
  • Africa
    • South Africa
    • Egypt
    • Nigeria
    • Rest of Africa

Geography Analysis

Asia-Pacific held 42.47% of the AI for autonomous machines market in 2025. The region combines large manufacturing capacity, government support for automation, and sustained demand from electronics production. Japan reported domestic robot orders of 218,987 units in 2025, up 20% from the prior year. The related order value rose 25.7% to JPY 1.05 trillion, equivalent to USD 6.88 billion. Japan's 2026 outlook calls for a 16.7% increase in order revenue to JPY 1.22 trillion, equivalent to USD 8.03 billion. Japan's Society 5.0 policy framework and China's robotics certification standards can shorten certification processes and support local procurement. India is expanding the use of autonomous mobile robots in e-commerce fulfillment and electronics manufacturing. Vietnam, Thailand, and Malaysia are also increasing the adoption of collaborative robots as electronics production grows.

North America and Europe form the second major regional cluster, although their demand drivers differ. North American adoption is concentrated in logistics, automotive, and defense, supported by procurement for unmanned systems and private investment in fulfillment infrastructure. Amazon forecast capital expenditure above USD 200 billion in 2026, with autonomous fulfillment infrastructure among its major investment areas. Canada and Mexico benefit from automotive supply chain integration and nearshoring. Europe has a more mixed outlook because weak automotive conditions affected some robot investment. Germany recorded 27,000 robot installations in 2024, a 5% decline from the prior year. European regulations create demand for certified, documented platforms, which can favor experienced providers. This setting supports compliant systems but increases administrative requirements for newer vendors in the AI market for autonomous machines.

The Middle East is projected to be the fastest-growing geography, with a CAGR of 16.84% through 2031. Growth is concentrated in the United Arab Emirates and Saudi Arabia, where industrial diversification and smart-city programs support autonomous logistics, construction inspection, and healthcare robotics. The Saudi Food and Drug Authority has issued requirements for medical-device registration that shape the regulatory path for hospital automation equipment. Logistics hubs in Dubai, Jeddah, and Dammam are scaling autonomous fleet operations ahead of several neighboring locations. Africa and South America remain earlier-stage regions for the AI for autonomous machines market. The AI for autonomous machines market in these regions depends on infrastructure, access to services, and local operating conditions. Brazil offers applications for precision agriculture and automated material handling. South Africa's deep-mining operations create demand for inspection and handling systems that reduce exposure in underground settings.

1. NVIDIA Corporation
2. ABB Ltd.
3. FANUC Corporation
4. KUKA AG
5. Yaskawa Electric Corporation
6. Siemens AG
7. Microsoft Corporation
8. IBM Corporation
9. Alphabet Inc.
10. Amazon.com, Inc.
11. Mobile Industrial Robots A/S
12. Zebra Technologies Corporation
13. Locus Robotics Corporation
14. Geek+ Technology Co., Ltd.
15. Boston Dynamics, Inc.
16. SoftBank Robotics Group Corp.
17. OMRON Corporation
18. Honeywell International Inc.
19. Caterpillar Inc.
20. Deere & Company
21. Qualcomm Technologies, Inc.
22. Mobileye Global Inc.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and 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 E-commerce Fulfillment Automation
  • 4.2.2 Edge-AI Compute for Real-Time Autonomy
  • 4.2.3 Labor Shortages and Workforce Cost Pressure
  • 4.2.4 Industry 4.0 and Flexible Automation Adoption
  • 4.2.5 Fleet Learning From Cross-Site Robot Data
  • 4.2.6 Liability-Ready Simulation and Digital Twins
• 4.3 Market Restraints
  • 4.3.1 Fragmented Safety and Liability Frameworks
  • 4.3.2 High Upfront Integration and Retrofit Costs
  • 4.3.3 Scarcity of Task-Specific Edge Cases for Training
  • 4.3.4 Cyber-Physical Attack Surface in Connected Fleets
• 4.4 Industry Value-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 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 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Component
  • 5.1.1 Hardware
  • 5.1.2 Software
  • 5.1.3 Services
• 5.2 By Autonomous-Machine Type
  • 5.2.1 Unmanned Ground Vehicles
  • 5.2.2 Unmanned Aerial Vehicles
  • 5.2.3 Unmanned Marine Vehicles
  • 5.2.4 Industrial Robots and Cobots
  • 5.2.5 Other Autonomous-Machine Types (Service and Delivery Robots, Autonomous Heavy Equipment and Farm Machinery, Humanoid and General-Purpose Robots)
• 5.3 By Technology
  • 5.3.1 Machine Learning and Deep Learning
  • 5.3.2 Computer Vision
  • 5.3.3 LiDAR and Radar Perception
  • 5.3.4 Sensor Fusion
  • 5.3.5 Other Technologies
• 5.4 By End-User Industry
  • 5.4.1 Automotive
  • 5.4.2 Electronics and Semiconductors
  • 5.4.3 Retail and E-commerce
  • 5.4.4 Healthcare
  • 5.4.5 Food and Beverage
  • 5.4.6 Aerospace and Defense
  • 5.4.7 Other End-User Industries (Agriculture and Mining, Energy and Utilities)
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 South Korea
    • 5.5.4.4 India
    • 5.5.4.5 ASEAN
    • 5.5.4.6 Rest of Asia-Pacific
  • 5.5.5 Middle East
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 Turkey
    • 5.5.5.4 Israel
    • 5.5.5.5 Rest of Middle East
  • 5.5.6 Africa
    • 5.5.6.1 South Africa
    • 5.5.6.2 Egypt
    • 5.5.6.3 Nigeria
    • 5.5.6.4 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 ABB Ltd.
  • 6.4.3 FANUC Corporation
  • 6.4.4 KUKA AG
  • 6.4.5 Yaskawa Electric Corporation
  • 6.4.6 Siemens AG
  • 6.4.7 Microsoft Corporation
  • 6.4.8 IBM Corporation
  • 6.4.9 Alphabet Inc.
  • 6.4.10 Amazon.com, Inc.
  • 6.4.11 Mobile Industrial Robots A/S
  • 6.4.12 Zebra Technologies Corporation
  • 6.4.13 Locus Robotics Corporation
  • 6.4.14 Geek+ Technology Co., Ltd.
  • 6.4.15 Boston Dynamics, Inc.
  • 6.4.16 SoftBank Robotics Group Corp.
  • 6.4.17 OMRON Corporation
  • 6.4.18 Honeywell International Inc.
  • 6.4.19 Caterpillar Inc.
  • 6.4.20 Deere & Company
  • 6.4.21 Qualcomm Technologies, Inc.
  • 6.4.22 Mobileye Global Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment