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

According to Mordor Intelligence, the physical AI platforms market size was valued at USD 8.12 billion in 2025 and estimated to expand from USD 9.71 billion in 2026 to reach USD 20.23 billion by 2031, at a CAGR of 15.81% during the forecast period 2026-2031.

This report is Segmented by Component (Hardware, Software, and Services), Platform Product (Robotics Software Platforms, and More ), Deployment (On-Device, and Cloud-Based), Application (Manufacturing and Industrial Automation, Warehouse Automation and Logistics, and More), End-User Industry (Automotive Manufacturers, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Physical AI Platforms Market Trends and Insights

Commercialization of Humanoid Robots, AMRs, and Cobots

Commercial use of humanoid robots, autonomous mobile robots, and collaborative robots is a major source of demand for the Physical AI Platforms Market. Developers moved from research prototypes to early pilots in warehouses, logistics sites, and light manufacturing during 2024 and 2025. Deployment remained concentrated among a small group of companies and in repetitive tasks such as tote handling and material transport. This pattern makes the current opportunity more dependent on technically capable early users than on broad deployment across factories. NVIDIA Jetson Thor was adopted by Boston Dynamics for Atlas and by Agility Robotics for Digit, linking the compute layer with the choice of simulation, models, and safety tools.

Demand for Adaptive Manufacturing and Autonomous Logistics

Fixed automation is less suited to changes in product mix, floor layouts, and supply conditions. Physical AI platforms allow machines to respond to misaligned parts, unfamiliar products, and changing work areas without extensive reprogramming. This changes the value proposition from cycle-time reduction alone to operating flexibility across the factory and warehouse. ABB, FANUC, KUKA, and Yaskawa use NVIDIA Omniverse libraries and Isaac frameworks to test applications through digital twins and connect Jetson modules to controllers for local AI inference. Warehouse buyers increasingly consider the ability to increase throughput ceilings, not only direct labor replacement, when reviewing automation investments. This shifts the purchase case toward supply-chain capital spending and broadens the set of projects that can support the Physical AI Platforms Market.

High Integration Costs and Long Commissioning Cycles

Integrating physical AI into production sites requires more than buying machines and processors. Custom fixtures, sensor calibration, safety validation, network changes, and staff training can extend commissioning beyond 12 to 18 months in complex settings. Advanced humanoid systems had unit prices between USD 150,000 and USD 500,000, while mainstream manufacturing economics require costs between USD 20,000 and USD 50,000. Actuation components represented 40% to 60% of the total bill of materials. Integration risk also falls heavily on systems integrators, while certified partners remain limited in many locations. Industrial customers often require 99.99% uptime, a standard that general-purpose humanoids have mainly demonstrated in narrow and repetitive work.

Other drivers and restraints analyzed in the detailed report include:

1. Maturation of Edge AI Inference and Multimodal Perception
2. Simulation-First Development and Digital Twin Adoption
3. Certification, Liability, and Functional Safety Complexity

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

Segment Analysis

Hardware accounted for 45.12% of the Physical AI Platforms Market share in 2025 because processors, actuators, and sensors accounted for a large share of early deployment costs. Edge inference systems are an important area of competition within this category. NVIDIA Jetson Thor supports current humanoid and autonomous mobile robot programs with local AI processing and a safety-capable architecture. Qualcomm Snapdragon platforms and Intel modules address lower-power and more cost-sensitive deployments. Hardware demand remains linked to the number of robots entering commercial use across manufacturing, logistics, and other controlled environments.

Software is projected to expand at a 17.16% CAGR through 2031, making it the fastest-growing component in the Physical AI Platforms Market. Foundation models, simulation software, fleet management, and robot control systems can be reused across larger installed hardware bases. This reuse supports recurring revenue opportunities that do not depend entirely on new machine purchases. Services include systems integration, robotics-as-a-service offerings, remote monitoring, and lifecycle support. Buyers increasingly seek deployment-ready systems rather than standalone capabilities. The Physical Artificial Intelligence (AI) Platforms Market therefore has a longer-term value pool in software and services, even while hardware spending remains substantial.

Robotics Software Platforms accounted for 29.87% of the Physical Artificial Intelligence Platforms Market share in 2025. Their position reflects the broad installed base of middleware, motion planning, robot operating systems, and fleet-management applications. These tools are used in industrial facilities and logistics sites where machines need predictable coordination. Established software platforms also support integration with existing controllers and operating processes. Their role remains important because customers need reliable orchestration across mixed fleets and equipment suppliers. This installed base provides a durable starting point for suppliers that can add AI capabilities without disrupting deployed systems.

AI Model Development Platforms are projected to expand at a 19.02% CAGR through 2031. Vision-language-action models require tools for training, evaluation, deployment, and policy updates across machines. NVIDIA integrated Isaac GR00T and Hugging Face LeRobot to connect robotics and AI developer communities through an open-source environment. Simulation and digital twin platforms help users validate autonomous forklifts and other mobile systems before physical deployment. KION Group, Accenture, and Siemens used NVIDIA Mega Omniverse Blueprint in work related to warehouse digital twins for GXO. Edge platforms serve deployments where latency, connectivity, or data residency limit cloud inference. Other product types include cloud platforms, robotics middleware, and operating systems that coordinate edge and cloud resources.

Complete Report Scope:

• By Component
  • Hardware
  • Software
  • Services
• By Platform Product
  • Robotics Software Platforms
  • Simulation and Digital Twin Platforms
  • AI Model Development Platforms
  • Edge AI Platforms
  • Other Platform Products (Cloud-Based Physical AI Platforms, Robotics Middleware Frameworks, Autonomous Machine Operating Systems)
• By Deployment
  • On-Device
  • Cloud-Based
• By Application
  • Manufacturing and Industrial Automation
  • Warehouse Automation and Logistics
  • Autonomous Vehicles and Mobility
  • Healthcare and Medical Robotics
  • Agriculture and Agricultural Robotics
  • Aerospace, Defense, and Security
  • Other Applications (Energy, Mining, and Utilities, Construction and Infrastructure, Retail, Hospitality, and Smart Buildings, Consumer and Household Robotics)
• By End-User Industry
  • Automotive Manufacturers
  • Electronics and Semiconductor Manufacturers
  • Logistics and Warehousing Operators
  • Healthcare Providers
  • Other End-User Industries (Government and Defense Organizations, Energy and Mining Companies, Small and Medium-Sized Enterprises)
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Australia
    • Singapore
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Israel
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Egypt
    • Rest of Africa

Geography Analysis

North America accounted for 34.58% of the Physical AI Platforms Market in 2025. The region brings together platform developers, mature cloud infrastructure, advanced robotics programs, and growing defense procurement. NVIDIA, Figure AI, and Agility Robotics are based in the United States, as are many developers of simulation and robotics software. The USD 13.4 billion US FY2026 autonomy budget created a dedicated federal spending line for autonomous systems. NVIDIA's Isaac and GR00T ecosystems benefit from a developer base that bridges robotics development and foundation-model work. Canada supports automotive integration and applied robotics research. Mexico offers a developing deployment base as cross-border manufacturing and supply-chain localization advance.

Europe has a strong position in the Physical Artificial Intelligence Platforms Market because Germany has a deep industrial automation base, and the region is investing in sovereign AI computing. KUKA launched its AMP platform at NVIDIA GTC 2026 and deployed an alpha version at KTPO's 285-robot Jeep Wrangler and Gladiator body shop in Ohio. Forschungszentrum Julich developed the Automaton Engine, an edge AI chip that uses low-bit precision processing for deterministic robotics inference. NEURA Robotics raised to USD 1.4 billion in the June 2026 Series C round and reported an order book and strategic deployment pipeline exceeding USD 1 billion. ISO 10218:2025 and the European Machinery Regulation raise the value of safety architectures designed for CE-marked products. The United Kingdom, France, Italy, and Spain support activity in aerospace, logistics, and healthcare robotics. Russia's participation remains limited by geopolitical conditions and export controls.

Asia-Pacific is projected to expand at a 17.24% CAGR through 2031, the fastest rate in the Physical AI Platforms Market. Japan and China are the leading engines of regional growth. Kawasaki Heavy Industries, OMRON, Fujitsu, and SoftBank adopted NVIDIA's physical AI stack for manufacturing, mobility, and infrastructure uses in Japan. Yaskawa Electric also validated cloud-to-edge policy workflows with NVIDIA in July 2026. Japan's labor shortages in manufacturing, information technology, and healthcare encourage adoption beyond direct cost considerations. Tencent released the Hy-Embodied foundation model series and an updated Tairos embodied AI platform in July 2026. South Korea is applying physical AI in electronics and automotive production, while India, Australia, Singapore, South America, the Middle East, and Africa remain earlier-stage locations for industrial, agriculture, mining, and infrastructure use cases.

1. NVIDIA Corporation
2. Microsoft Corporation
3. Alphabet Inc.
4. ABB Ltd.
5. Siemens AG
6. Amazon Web Services, Inc.
7. Rockwell Automation, Inc.
8. Qualcomm Technologies, Inc.
9. Scale AI, Inc.
10. Intel Corporation
11. FANUC Corporation
12. Yaskawa Electric Corporation
13. KUKA AG
14. Boston Dynamics, Inc.
15. Figure AI, Inc.
16. Agility Robotics, Inc.
17. Physical Intelligence, Inc.
18. Covariant, Inc.
19. NEURA Robotics GmbH
20. Teradyne, Inc.
21. OMRON Corporation
22. Hexagon AB

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 Commercialization of Humanoid Robots, AMRs, and Cobots
  • 4.2.2 Demand for Adaptive Manufacturing and Autonomous Logistics
  • 4.2.3 Maturation of Edge AI Inference and Multimodal Perception
  • 4.2.4 Simulation-First Development and Digital Twin Adoption
  • 4.2.5 Scarcity of Labor for Unstructured Physical Work
  • 4.2.6 Expansion of Safety-Critical Autonomy in Defense and Infrastructure
• 4.3 Market Restraints
  • 4.3.1 High Integration Costs and Long Commissioning Cycles
  • 4.3.2 Certification, Liability, and Functional Safety Complexity
  • 4.3.3 Non-Standardized Hardware and Software Interfaces
  • 4.3.4 Insufficient Real-World 3D Training Data and Edge-Case Reliability
• 4.4 Industry Value-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Intensity of Competitive Rivalry
  • 4.7.2 Threat of New Entrants
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Bargaining Power of Buyers
  • 4.7.5 Threat of Substitutes

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 Platform Product
  • 5.2.1 Robotics Software Platforms
  • 5.2.2 Simulation and Digital Twin Platforms
  • 5.2.3 AI Model Development Platforms
  • 5.2.4 Edge AI Platforms
  • 5.2.5 Other Platform Products (Cloud-Based Physical AI Platforms, Robotics Middleware Frameworks, Autonomous Machine Operating Systems)
• 5.3 By Deployment
  • 5.3.1 On-Device
  • 5.3.2 Cloud-Based
• 5.4 By Application
  • 5.4.1 Manufacturing and Industrial Automation
  • 5.4.2 Warehouse Automation and Logistics
  • 5.4.3 Autonomous Vehicles and Mobility
  • 5.4.4 Healthcare and Medical Robotics
  • 5.4.5 Agriculture and Agricultural Robotics
  • 5.4.6 Aerospace, Defense, and Security
  • 5.4.7 Other Applications (Energy, Mining, and Utilities, Construction and Infrastructure, Retail, Hospitality, and Smart Buildings, Consumer and Household Robotics)
• 5.5 By End-User Industry
  • 5.5.1 Automotive Manufacturers
  • 5.5.2 Electronics and Semiconductor Manufacturers
  • 5.5.3 Logistics and Warehousing Operators
  • 5.5.4 Healthcare Providers
  • 5.5.5 Other End-User Industries (Government and Defense Organizations, Energy and Mining Companies, Small and Medium-Sized Enterprises)
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Chile
    • 5.6.2.4 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Russia
    • 5.6.3.7 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 South Korea
    • 5.6.4.4 India
    • 5.6.4.5 Australia
    • 5.6.4.6 Singapore
    • 5.6.4.7 Rest of Asia-Pacific
  • 5.6.5 Middle East
    • 5.6.5.1 Saudi Arabia
    • 5.6.5.2 United Arab Emirates
    • 5.6.5.3 Israel
    • 5.6.5.4 Turkey
    • 5.6.5.5 Rest of Middle East
  • 5.6.6 Africa
    • 5.6.6.1 South Africa
    • 5.6.6.2 Egypt
    • 5.6.6.3 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 Microsoft Corporation
  • 6.4.3 Alphabet Inc.
  • 6.4.4 ABB Ltd.
  • 6.4.5 Siemens AG
  • 6.4.6 Amazon Web Services, Inc.
  • 6.4.7 Rockwell Automation, Inc.
  • 6.4.8 Qualcomm Technologies, Inc.
  • 6.4.9 Scale AI, Inc.
  • 6.4.10 Intel Corporation
  • 6.4.11 FANUC Corporation
  • 6.4.12 Yaskawa Electric Corporation
  • 6.4.13 KUKA AG
  • 6.4.14 Boston Dynamics, Inc.
  • 6.4.15 Figure AI, Inc.
  • 6.4.16 Agility Robotics, Inc.
  • 6.4.17 Physical Intelligence, Inc.
  • 6.4.18 Covariant, Inc.
  • 6.4.19 NEURA Robotics GmbH
  • 6.4.20 Teradyne, Inc.
  • 6.4.21 OMRON Corporation
  • 6.4.22 Hexagon AB

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment