Summary

Autonomous logistics is fast becoming one of the most important layers of the global supply chain. This report provides a comprehensive analysis of mobile robots, delivery robots, drones and driverless trucks across the logistics value chain—from warehouse AGVs and AMRs, mobile picking and manipulation robots, and sidewalk and road-going delivery vehicles, to delivery and cargo drones and Level 4 autonomous trucks.

It covers the enabling technologies, economics and business models, regulation and safety standards, regional markets and the competitive landscape, with data current to October 2026 and detailed revenue and unit-sales forecasts for 2027–2040 by category, application group and region. The report includes 257 tables, 103 figures and 205 company profiles.

Report contents include:

• Executive summary: product taxonomy and scope, market drivers and adoption barriers, segment highlights, the 2027 regulatory market gates, forecast summary, competitive landscape and investment, and strategic implications.
• Introduction and market definition: scope and segmentation, the logistics value chain, historical evolution, levels of autonomy, operating domains, and commercial readiness by category.
• Market drivers, economics and business models: structural drivers and restraints, ROI/payback/TCO, business models, go-to-market, investment/funding/M&A 2024–2026, and supply chain.
• Enabling technologies: navigation and guidance, localisation and SLAM, perception sensors, sensor fusion/AI/foundation models, compute, safety systems, fleet orchestration, connectivity, batteries, charging, drives and chassis, with benchmarking and a roadmap to 2040.
• Intralogistics transport robots: AGV/AGC, grid-based and goods-to-person robots, AMRs, autonomous forklifts/pallet movers/tuggers, technology comparison, applications, benchmarking and competitive landscape.
• Mobile picking, manipulation and inventory robots: case-handling robots (ACRs), mobile manipulators, truck/container loading and unloading, humanoid and legged robots, inventory robots and drones, economics and players.
• Autonomous ground last-mile delivery: form factors, infrastructure, technologies, China's robovan boom, US/Europe road-going vehicles, sidewalk robots, economics, regulation and players.
• Delivery and cargo drones: designs, technologies, regulation, commercialisation by region, maturity assessment, case studies, economics, funding and barriers.
• Level 4 autonomous trucks, middle-mile and yard automation: the case for automation, operating and business models, technology, regulation, players, deployment status, TCO analysis and outlook.
• Regulation, safety standards and policy; regional market analysis (North America, Europe, China, Japan, South Korea, India/Southeast Asia, Middle East, Latin America, Africa); and competitive landscape, strategy and investment.
• Market forecasts 2027–2040 by application group, category, region, end-use industry and business-model mix, with scenario and sensitivity analysis; future outlook and technology roadmap; 205 company profiles; methodology and references.

Companies profiled include: A2Z Drone Delivery, ABB Robotics, Accerion, ACSL, Addverb Technologies, Aeva, Agility Robotics, Agilox, Aitonomi (formerly TeleRetail), Amazon Prime Air, Amazon Robotics, Ambi Robotics, ANRA Technologies, Antwork Technology (Xunyi), Anyware Robotics, Applied Intuition, Apptronik, Arrive AI, Aurora Innovation, AutoStore, Aviant, Avride, Avy, BALYO, Bastian Solutions, BionicHive, BlueBotics, Boston Dynamics, Bot Auto, Brain Corp, Brightpick, Cainiao (Alibaba Group), Caja Robotics, Cartken, Clearpath Robotics / OTTO Motors, Clevon (now indiGO Europe), Coco Robotics, Corvus Robotics, Covariant, CreateAI (formerly TuSimple), Crown Equipment, Daifuku, Daimler Truck, DeepWay, Dematic, DEXA, Dexory, Dexterity, DJI, DoorDash (Dot / DoorDash Labs), Draganfly, Dronamics, DroneUp, DS Automotion, EHang, Einride, ek robotics (NEURA Mobile Robots), Elettric80, Elroy Air, Exotec, Fabric, Fernride, Flytrex, Formant, FORT Robotics, ForwardX Robotics, Fox Robotics, Gather AI, Gatik, Geek+ (Geekplus Technology), Gideon, Grenzebach, GreyOrange, HAI Robotics, Hesai Technology, Hikrobot, Hokuyo Automatic, Honeywell Intelligrated, Hyster-Yale, Hyundai Motor Group, Inceptio Technology, InOrbit, International Motors, inVia Robotics, ISEE, Isuzu Motors, JD Logistics, Jedsy, Jungheinrich, Kalmar, and more.

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Table of Contents

1 EXECUTIVE SUMMARY
1.1 Key summary
1.2 Product taxonomy and scope
1.3 Market drivers and adoption barriers
1.4 Segment highlights
1.5 Regulation and standards: the 2027 market gates
1.6 Forecast summary
1.7 Competitive landscape and investment
1.8 Key findings and strategic implications
2 INTRODUCTION AND MARKET DEFINITION
2.1 What are logistics mobile robots, autonomous vehicles and drones?
2.2 Report scope, segmentation and taxonomy
2.3 The logistics value chain and where mobile automation fits
2.4 Historical evolution
2.5 Levels of autonomy for logistics robots and vehicles
2.6 Indoor, outdoor, public-road and airspace operating domains
2.7 Commercial readiness by category, 2026
2.8 Methodology overview
2.9 Glossary of key terms
3 MARKET DRIVERS, ECONOMICS AND BUSINESS MODELS
3.1 Structural drivers
3.2 Restraints and adoption barriers
3.3 Impact assessment of drivers and restraints
3.4 Economics: ROI, payback and total cost of ownership
3.5 Business models
3.6 Go-to-market and channels
3.7 Investment, funding and M&A, 2024-2026
3.8 Supply chain overview
3.9 Key takeaways
4 ENABLING TECHNOLOGIES
4.1 Technology stack overview
4.2 Navigation and guidance technologies
4.3 Localisation and SLAM in depth
4.4 Perception sensors
4.5 Sensor fusion, AI perception and foundation models
4.6 Compute platforms
4.7 Safety systems and functional safety
4.8 Fleet management, orchestration and interoperability
4.9 Connectivity and remote operations
4.10 Batteries
4.11 Charging and energy management
4.12 Drives, motors and chassis
4.13 Technology benchmarking
4.14 Technology roadmap 2027-2040
5 INTRALOGISTICS TRANSPORT ROBOTS
5.1 Overview: Types of Mobile Robots in Material Handling
5.2 Automated Guided Vehicles and Carts (AGV/AGC)
5.3 Grid-Based AGCs and Goods-to-Person Robots
5.4 Autonomous Mobile Robots
5.5 Autonomous Mobile Vehicles: Autonomous Forklifts, Pallet Movers and Tuggers
5.6 Technology Comparison: AGV/AGC, AMR, Grid-Based AGC and Fixed Automation
5.7 Pain Points and Engineering Challenges
5.8 Application Analysis
5.9 Product Benchmarking
5.10 Competitive Landscape
5.11 Other Goods-to-Person Approaches
5.12 Outlook and Key Takeaways
6 MOBILE PICKING, MANIPULATION AND INVENTORY ROBOTS
6.1 Forms of Mobile Picking, Manipulation and Inventory Robots
6.2 Autonomous Case-Handling Robots (ACRs)
6.3 Mobile Manipulators for Piece Picking and Machine Tending
6.4 Truck and Container Unloading and Loading Robots
6.5 Humanoid and Legged Robots in Logistics
6.6 Inventory Robots and Drones
6.7 Hybrid Systems and Integration
6.8 Economics of Mobile Picking and Handling Robots
6.9 Players
6.10 Outlook, Challenges and Key Takeaways
7 AUTONOMOUS GROUND LAST-MILE DELIVERY
7.1 Last-mile delivery: definition, cost and volumes
7.2 Delivery form factors
7.3 Supporting infrastructure
7.4 Technologies for ground delivery vehicles
7.5 China's robovan boom
7.6 United States and Europe: road-going delivery vehicles
7.7 Sidewalk delivery robots
7.8 Operating economics
7.9 Regulations for ground delivery robots and vehicles
7.10 Players
7.11 Challenges and key takeaways
8 DELIVERY AND CARGO DRONES
8.1 Drone Logistics Overview
8.2 Drone Designs
8.3 Technologies
8.4 Regulation
8.5 Commercialisation Status by Region
8.6 Landscape and Maturity Assessment
8.7 Case Studies
8.8 Economics
8.9 Funding and Partnerships
8.10 Barriers and Key Takeaways
9 LEVEL 4 AUTONOMOUS TRUCKS, MIDDLE-MILE AND YARD AUTOMATION
9.1 The case for automating heavy-duty trucks
9.2 Levels of automation and operating models
9.3 Business models
9.4 Technology
9.5 Regulation
9.6 Players and market maturity
9.7 Deployment status, routes and safety supervision
9.8 Total cost of ownership analysis
9.9 Drivers, hurdles and competitive position
9.10 Yard trucks, ports and closed-site logistics
9.11 Timelines and outlook
10 REGULATION, SAFETY STANDARDS AND POLICY
10.1 Overview: four regulatory domains and the 2027 market gates
10.2 Industrial mobile robot safety standards
10.3 Interoperability standards
10.4 Ground delivery robots
10.5 Road autonomous vehicles and trucks
10.6 Drones and airspace
10.7 Cybersecurity, data protection and AI governance
10.8 Trade, tariffs and geopolitics
10.9 Insurance and liability frameworks
10.10 Regulatory readiness matrix and outlook to 2030
11 REGIONAL MARKET ANALYSIS
11.1 Regional Overview: How Geography Shapes Adoption
11.2 North America
11.3 Europe
11.4 China
11.5 Japan
11.6 South Korea
11.7 India and Southeast Asia
11.8 Middle East
11.9 Latin America
11.10 Africa
11.11 Comparative Assessment
12 COMPETITIVE LANDSCAPE, STRATEGY AND INVESTMENT
12.1 Market Structure by Segment
12.2 Strategic Groupings
12.3 Financial Benchmarking of Leading Listed Companies
12.4 Mergers and Acquisitions, 2020-2026
12.5 Investment and Funding
12.6 Strategic Partnerships
12.7 Competitive Strategies
12.8 Ones to Watch
13 MARKET FORECASTS 2027-2040
13.1 Forecast scope, definitions and methodology
13.2 Global market revenue and unit sales, 2025-2040
13.3 Scenario analysis
13.4 Forecast by application group
13.5 Forecast by robot and vehicle category
13.6 Intralogistics transport robots
13.7 Mobile picking and handling robots
13.8 Last-mile delivery robots, vehicles and drones
13.9 Level 4 autonomous trucks and middle-mile freight
13.10 Forecast by region
13.11 Intralogistics and picking robots by end-use industry
13.12 Business model mix: equipment sales, leasing and Robotics-as-a-Service
13.13 Captive deployments, sensitivities and forecast risks
14 FUTURE OUTLOOK AND TECHNOLOGY ROADMAP
14.1 Outlook: From Islands of Automation to Autonomous Logistics Networks
14.2 Technology Roadmap by Segment
14.3 Convergence Themes
14.4 Impact on Labour and Jobs
14.5 Scenarios to 2040
14.6 Opportunities for Suppliers
14.7 Strategic Recommendations
15 COMPANY PROFILES (205 company profiles)
16 APPENDIX: RESEARCH METHODOLOGY
16.1 Research approach
16.2 Market definition and segmentation
16.3 Forecast methodology
16.4 Limitations
17 REFERENCES

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List of Tables/Graphs

List of Tables TABLE 1 Headline market metrics, 2026-2040 (base case) TABLE 2 Summary of categories: environment, maturity and leading companies (2026) TABLE 3 Major market drivers and restraints TABLE 4 Revenue forecast by category, 2026-2040 (US$ million, base case) TABLE 5 Unit sales forecast by category, 2026-2040 (units, base case) TABLE 6 Fixed automation versus mobile automation in logistics TABLE 7 Product categories in scope - definitions, payloads, environments and leading examples TABLE 8 Mapping mobile robot and autonomous vehicle categories to logistics value-chain stages TABLE 9 Selected historical milestones by segment TABLE 10 Autonomy framework for intralogistics mobile robots TABLE 11 SAE J3016 driving automation levels and their relevance to logistics vehicles TABLE 12 Operational autonomy levels for delivery and cargo drones TABLE 13 Comparison of operating domains for logistics mobile robots, AVs and drones TABLE 14 Technology and commercial readiness by category, 2026 TABLE 15 Key definitions and conventions used in this report TABLE 16 Glossary of key terms TABLE 17 Summary of structural market drivers TABLE 18 Labour-market indicators for warehousing and freight transport TABLE 19 Summary of market restraints and adoption barriers TABLE 20 Selected vendor failures, exits and distressed transactions, 2023-2026 TABLE 21 Impact assessment of drivers and restraints over time (-3 strong negative to +3 strong positive) TABLE 22 Indicative economics and payback by robot and vehicle type, 2026 (US/Western Europe) TABLE 23 Productivity and estimated cost per order line by fulfilment method (US, 2026) TABLE 24 Total cost of ownership components for mobile robot and autonomous vehicle deployments TABLE 25 Comparison of business models in logistics mobile automation TABLE 26 Indicative pricing structures by segment, 2026 TABLE 27 Go-to-market channels and representative partnerships TABLE 28 Selected major funding rounds and listings, 2024-2026 TABLE 29 Selected mergers, acquisitions and strategic transactions, 2023-2026 TABLE 30 Mobile robot component supply chain TABLE 31 Where engineering effort concentrates in the stack, by robot category TABLE 32 Comparison of navigation and guidance technologies TABLE 33 Map strategies for outdoor and on-road logistics autonomy TABLE 34 Navigation approaches used by representative logistics robots and vehicles TABLE 35 Localisation challenges in logistics environments and common mitigations TABLE 36 Selected navigation and localisation software vendors for logistics vehicles TABLE 37 Perception sensor modalities for logistics robots and vehicles TABLE 38 Representative safety-rated 2D LiDAR scanners used on AGVs and AMRs TABLE 39 Representative 3D LiDAR and depth sensors used in logistics robots and vehicles TABLE 40 Sensor suites on representative logistics robots, vehicles and drones TABLE 41 AI models and simulation platforms relevant to logistics robotics TABLE 42 Compute platforms for logistics robots, autonomous vehicles and drones TABLE 43 Safety standards and frameworks by robot category TABLE 44 Interoperability standards and frameworks for multi-vendor robot fleets TABLE 45 Fleet management and multi-vendor orchestration platforms TABLE 46 Indicative network requirements for remote operations of logistics robots and vehicles TABLE 47 Battery chemistries for logistics robots, vehicles and drones TABLE 48 Typical battery sizing by logistics robot and vehicle type TABLE 49 Charging and energy-replenishment approaches for logistics robots and vehicles TABLE 50 Ground robot drive and chassis configurations TABLE 51 Delivery drone propulsion configurations and payload-release methods TABLE 52 Technology roadmap for logistics mobile robots, autonomous vehicles and drones, 2027-2040 TABLE 53 Working definitions of intralogistics transport robot categories TABLE 54 Main types of automated guided vehicle TABLE 55 Representative AGV-based automated container terminals TABLE 56 AGV guidance and navigation methods compared TABLE 57 AGV and AMR use cases in automotive and battery manufacturing TABLE 58 Leading grid-based AGC / shelf-to-person robot product families TABLE 59 Amazon Robotics fleet: principal mobile and handling robots TABLE 60 Collaborative picking and picking-assist AMR platforms TABLE 61 Selected cart-transport, tugger and top-module AMR platforms TABLE 62 Robotic sortation systems compared with fixed sortation TABLE 63 Forklift OEM automation portfolios TABLE 64 Representative autonomous forklift, pallet-mover and tugger products TABLE 65 AGV/AGC versus AMR: comparison of key attributes TABLE 66 Mobile robots versus fixed automation: deployment, cost and performance characteristics TABLE 67 Generations of mobile robot navigation technology TABLE 68 Pain points of intralogistics mobile robots and engineering responses TABLE 69 Key safety standards for intralogistics mobile robots TABLE 70 Applications of intralogistics transport robots by end market TABLE 71 Benchmark of selected intralogistics transport robots TABLE 72 Selected intralogistics transport robot companies by region and category TABLE 73 Leading AGV suppliers and their positioning TABLE 74 Leading grid-based AGC and cube-storage robot suppliers TABLE 75 Leading AMR suppliers and positioning TABLE 76 Leading autonomous forklift and AMV developers TABLE 77 Reported revenues of selected listed and IPO-filing intralogistics robot companies TABLE 78 Strategic partnerships between autonomy developers and forklift OEMs / logistics users TABLE 79 Selected mergers and acquisitions in intralogistics mobile robotics TABLE 80 Alternative goods-to-person architectures and their status TABLE 81 Classes of mobile picking, manipulation and inventory robots TABLE 82 HAI Robotics HaiPick product family (principal configurations) TABLE 83 Selected case-handling and tote-retrieval robot products TABLE 84 Comparison of goods-to-person storage technologies (typical ranges) TABLE 85 Navigation and positioning technologies used by case-handling robots TABLE 86 Representative mobile manipulator products for logistics and industrial use TABLE 87 Generations of robotic grasping and picking algorithms TABLE 88 Robot foundation-model and AI-manipulation companies relevant to logistics TABLE 89 Publicly stated performance indicators for picking and handling robots TABLE 90 Truck and container unloading and loading robots TABLE 91 Humanoid robots in logistics: programmes and deployment status (October 2026) TABLE 92 Humanoids versus purpose-built robots for warehouse tote handling TABLE 93 Inventory robot and drone vendors TABLE 94 Comparison of automated inventory approaches TABLE 95 Selected deployments of case-handling, picking and unloading robots TABLE 96 Indicative fully loaded cost per pick by configuration (US/Western Europe, 2026) TABLE 97 Payback drivers for mobile picking, unloading and inventory robots TABLE 98 Case-handling robot and mobile goods-to-person companies TABLE 99 Mobile manipulator, truck-unloading and logistics humanoid companies TABLE 100 Safety standards relevant to mobile manipulators, case-handling robots and humanoids TABLE 101 Key challenges by category TABLE 102 Indicative cost structure of conventional last-mile delivery (2025-2026) TABLE 103 Main last-mile volume pools relevant to autonomous ground delivery TABLE 104 Autonomous ground delivery form factors - typical specifications (2026) TABLE 105 "Last metre" delivery approaches TABLE 106 Ground delivery systems versus delivery drones - performance comparison TABLE 107 Ground delivery systems versus delivery drones - regulatory and commercial comparison TABLE 108 Supporting infrastructure requirements by form factor TABLE 109 Sensor suites of representative autonomous ground delivery platforms TABLE 110 Localisation and autonomy approaches in ground delivery TABLE 111 Remote supervision models in autonomous ground delivery (indicative) TABLE 112 Major Chinese unmanned delivery vehicle companies (October 2026) TABLE 113 Representative Chinese robovan products and prices TABLE 114 Robovan adoption by Chinese express and logistics companies (2025-2026) TABLE 115 Selected Chinese city regimes for unmanned delivery vehicles (2025-2026) TABLE 116 US and European road-going autonomous delivery players (October 2026) TABLE 117 Benchmarking of leading sidewalk and small road delivery robots (2026) TABLE 118 Sidewalk delivery robot deployment status (October 2026) TABLE 119 Major funding events in autonomous ground delivery, 2025-2026 TABLE 120 Illustrative annual cost model for a sidewalk delivery robot (US$, Future Markets estimates) TABLE 121 Key operating metrics by delivery model (2025-2026, indicative) TABLE 122 Typical provisions of US state personal delivery device (PDD) laws TABLE 123 Regulatory status of ground delivery robots and vehicles by country (October 2026) TABLE 124 What autonomous ground delivery players deliver today (2026) TABLE 125 Autonomous ground last-mile delivery companies (October 2026) TABLE 126 Key challenges for autonomous ground delivery and mitigation approaches TABLE 127 Principal use cases for delivery and cargo drones TABLE 128 Cumulative drone deliveries reported by leading operators (latest disclosure) TABLE 129 Comparison of last-mile, mid-mile and long-haul drone logistics TABLE 130 Drone logistics operating scenarios TABLE 131 Comparison of delivery drone configurations TABLE 132 Payload delivery mechanisms TABLE 133 Specifications of selected delivery and cargo drones TABLE 134 Sensing and detect-and-avoid technologies used in delivery drones TABLE 135 Operating constraints for delivery drones and mitigation approaches TABLE 136 UTM and airspace integration initiatives relevant to drone delivery TABLE 137 Evolution of drone delivery staffing models TABLE 138 US regulatory status of leading drone delivery operators TABLE 139 Key provisions of the proposed FAA Part 108 BVLOS rule TABLE 140 Drone delivery regulatory status by country/region (October 2026) TABLE 141 Principal US drone delivery operators and partners (2026) TABLE 142 Drone delivery activity in Europe and the UK TABLE 143 Leading Chinese drone logistics operators TABLE 144 Drone delivery activity in Asia-Pacific (excluding China) TABLE 145 Zipline and other drone delivery operations in Africa TABLE 146 Drone delivery activity in India, the Middle East and Latin America TABLE 147 Delivery and cargo drone company landscape TABLE 148 Wing and Zipline compared TABLE 149 China's leading drone logistics players compared TABLE 150 Mid-mile and long-haul cargo drone programmes TABLE 151 Estimated cost per last-mile delivery, van versus drone (US$, 2026) TABLE 152 Disclosed utilisation and throughput indicators TABLE 153 Drone delivery pricing models TABLE 154 Indicative infrastructure requirements and costs by model TABLE 155 Selected funding rounds and strategic partnerships in drone delivery TABLE 156 Barriers to drone delivery and their trajectory TABLE 157 Trucking pain points and how Level 4 autonomy addresses them TABLE 158 Road freight context for autonomous trucking by region TABLE 159 SAE levels of driving automation applied to heavy trucks TABLE 160 Indicative segment characteristics of a hub-to-hub autonomous lane TABLE 161 Business model options for autonomous trucking developers TABLE 162 Truck OEM autonomy strategies and partnerships (October 2026) TABLE 163 Business and operating models of leading autonomous freight companies TABLE 164 Sensor suites and compute of leading autonomous truck developers TABLE 165 OEM autonomy-ready redundant truck platforms TABLE 166 Operational infrastructure required for driverless trucking TABLE 167 Key US federal instruments affecting autonomous trucks (October 2026) TABLE 168 State regulatory position for driverless heavy trucks (October 2026) TABLE 169 International regulatory frameworks for L4 autonomous trucks TABLE 170 Notable exits and pivots in autonomous trucking TABLE 171 Market readiness of autonomous truck and freight autonomy companies (October 2026) TABLE 172 Selected autonomous trucking funding and capital-markets events, 2024-2026 TABLE 173 Headquarters and operating bases of autonomous freight companies TABLE 174 Autonomous truck deployment status, routes and safety supervision (October 2026) TABLE 175 Principal US autonomous trucking corridors TABLE 176 Selected autonomous truck deployments outside the United States TABLE 177 TCO model assumptions - US Class 8 long-haul tractor TABLE 178 Per-mile TCO comparison - human-driven vs L4 DaaS (US$ per mile) TABLE 179 Sensitivity of early-phase L4 TCO to key variables TABLE 180 Key drivers and hurdles for heavy-duty L4 trucks - impact assessment TABLE 181 SWOT analysis - heavy-duty Level 4 autonomous trucks TABLE 182 Yard, port and closed-site autonomous freight vehicle providers TABLE 183 Future Markets view of autonomous trucking milestones, 2027-2040 TABLE 184 Ones to watch in autonomous trucking TABLE 185 The four regulatory domains for logistics mobile robots, autonomous vehicles and drones TABLE 186 Key regulatory "gates", September 2026 - August 2028 TABLE 187 EU Machinery Regulation 2023/1230 - key changes for mobile robots versus Directive 2006/42/EC TABLE 188 Safety and product standards for industrial mobile robots TABLE 189 Typical AMR safety functions and target performance levels TABLE 190 Interoperability standards for mobile robot fleets TABLE 191 Representative US state personal delivery device laws TABLE 192 International frameworks for ground delivery robots TABLE 193 United States framework for autonomous delivery vehicles and trucks (October 2026) TABLE 194 Road AV and autonomous truck regulation by country (October 2026) TABLE 195 US regulatory pathways for drone delivery operations TABLE 196 Drone delivery regulation by country (October 2026) TABLE 197 US national-security measures affecting Chinese robotics, AV and drone technology TABLE 198 Cybersecurity, data protection and AI governance instruments TABLE 199 Trade and tariff measures affecting logistics robots, AVs and drones (2018-2026) TABLE 200 Liability and insurance frameworks by segment and jurisdiction TABLE 201 Expected regulatory milestones, 2026-2030 TABLE 202 Regional comparison of adoption drivers for logistics mobile robots, autonomous vehicles and drones (2026) TABLE 203 Industrial robot installations and robot density, selected countries (latest IFR data) TABLE 204 Selected notable US deployments of logistics autonomy (to October 2026) TABLE 205 European country profiles for logistics mobile autonomy (2026) TABLE 206 China's principal policy instruments for logistics robots, unmanned vehicles and drones TABLE 207 Leading Chinese players in logistics robots, unmanned vehicles and drones TABLE 208 Japan's responses to the logistics "2024 problem" relevant to autonomy TABLE 209 South Korea: key policies and players in logistics autonomy TABLE 210 India and Southeast Asia: leading players and representative deployments TABLE 211 Representative deployments in the Middle East, Latin America and Africa TABLE 212 Government programmes and regulatory milestones supporting logistics autonomy, by region TABLE 213 Leading players by region and segment (2026) TABLE 214 Labour context and its implications for logistics automation, by region TABLE 215 Competitive structure by segment (October 2026) TABLE 216 Captive, hybrid and merchant supply models in logistics automation TABLE 217 Strategic groups in logistics mobile autonomy TABLE 218 Revenue and profitability of leading listed companies in logistics automation and autonomy (latest fiscal year) TABLE 219 Key mergers, acquisitions and take-privates in logistics mobile autonomy, 2020-2026 TABLE 220 Notable failures, shutdowns and restructurings, 2022-2026 TABLE 221 Major disclosed funding rounds in logistics mobile autonomy, 2021-2026 TABLE 222 IPO and listing pipeline for logistics mobile autonomy companies (October 2026) TABLE 223 Strategic partnerships shaping the logistics autonomy market (selected, to October 2026) TABLE 224 Chinese versus Western vendors: competitive positioning in warehouse robotics TABLE 225 Competitive strategy archetypes in logistics mobile autonomy TABLE 226 Ones to watch, 2027-2028 TABLE 227 Base-year assumptions and key forecast drivers by category TABLE 228 Global market revenue and unit sales for logistics mobile robots, autonomous vehicles and drones, 2025-2040 (base case) TABLE 229 Global market revenue by scenario, 2025-2040 (US$ billion) TABLE 230 Global revenue by application group, 2025-2040 (US$ billion) TABLE 231 Global unit sales by application group, 2025-2040 (thousand units) TABLE 232 Global revenue by category, 2026-2040 (US$ million) TABLE 233 Global unit sales by category, 2026-2040 (units) TABLE 234 Average selling price assumptions by category, 2026-2040 (US$ per unit) TABLE 235 Intralogistics transport robots: revenue by category, 2025-2040 (US$ million) TABLE 236 Intralogistics transport robots: unit sales by category, 2025-2040 (units) TABLE 237 Mobile picking and handling robots: revenue by category, 2025-2040 (US$ million) TABLE 238 Mobile picking and handling robots: unit sales by category, 2025-2040 (units) TABLE 239 Last-mile delivery robots, vehicles and drones: revenue by category, 2025-2040 (US$ million) TABLE 240 Last-mile delivery robots, vehicles and drones: unit sales by category, 2025-2040 (units) TABLE 241 Last-mile delivery revenue by end application, 2025-2040 (US$ million) TABLE 242 Level 4 autonomous trucks and middle-mile freight: revenue by category, 2025-2040 (US$ million) TABLE 243 Level 4 autonomous trucks and middle-mile freight: unit sales by category, 2025-2040 (units) TABLE 244 Autonomous freight: annual deliveries and installed fleet, 2025-2040 (units) TABLE 245 Global revenue by region, 2025-2040 (US$ million) TABLE 246 Revenue by region and application group, 2030 and 2040 (US$ million) TABLE 247 Regional revenue share by category, 2026 and 2040 TABLE 248 Intralogistics and mobile picking robot revenue by end-use industry, 2025-2040 (US$ million) TABLE 249 Share of revenue delivered through RaaS, leasing and as-a-service contracts, 2026-2040 TABLE 250 Key forecast sensitivities and risks TABLE 251 Technology and commercial roadmap by segment, 2027-2040 TABLE 252 Convergence themes in logistics autonomy, 2027-2040 TABLE 253 Expected labour impact of logistics autonomy by occupation, 2027-2040 TABLE 254 Scenario comparison: key drivers and outcomes (qualitative) TABLE 255 Opportunities for component, software and service suppliers TABLE 256 Strategic recommendations by stakeholder and horizon TABLE 257 Forecast categories and application groups List of Figures FIGURE 1 Global market revenue by application group, 2026-2040 (US$ billion) FIGURE 2 Taxonomy of logistics mobile robots, autonomous vehicles and drones covered in this report FIGURE 3 Global unit sales by application group, 2026-2040 (thousand units) FIGURE 4 Global market revenue by scenario, 2026-2040 (US$ billion) FIGURE 5 Taxonomy of logistics mobile robots, autonomous vehicles and drones covered in this report FIGURE 6 The logistics value chain from first mile to last metre FIGURE 7 Milestones in logistics mobile robots, autonomous vehicles and drones, 1953-2026 FIGURE 8 Readiness heatmap by category, FIGURE 9 E-commerce share of total US retail sales, 2019-2026 (approximate annual averages; 2026 = Q2) FIGURE 10 Strength of drivers and restraints by segment group (1 = weak, 5 = very strong) FIGURE 11 Estimated fully loaded cost per order line by fulfilment method, US, 2026 (mid-point estimates) FIGURE 12 Estimated cost per delivery by mode, small on-demand orders (US$) FIGURE 13 Illustrative cumulative net cash flow, 50-robot AMR deployment - purchase versus RaaS (US$ million) FIGURE 14 Largest disclosed funding rounds and listing proceeds in logistics mobile automation, 2025-2026 (US$ million) FIGURE 15 Estimated hardware bill of materials for a typical indoor AMR, 2026 (% of hardware cost) FIGURE 16 Technology stack of a logistics mobile robot, autonomous vehicle or drone FIGURE 17 Evolution of navigation and guidance technologies for logistics vehicles FIGURE 18 Approximate price of representative 3D LiDAR units for autonomous navigation, 2007-2026 (US$) FIGURE 19 Vendor-quoted AI performance of selected robot compute modules (TOPS/TFLOPS, mixed precision) FIGURE 20 Typical battery pack energy by logistics robot/vehicle class (midpoint, kWh) FIGURE 21 Positioning of charging approaches by infrastructure cost and achievable fleet uptime FIGURE 22 Technology benchmarking heatmap by robot category (1 = low, 5 = high) FIGURE 23 Payload versus maximum speed for representative logistics robots and vehicles (log scales) FIGURE 24 Taxonomy of intralogistics transport robots FIGURE 25 Key milestones in intralogistics transport robots FIGURE 26 Technology maturity versus remaining opportunity by intralogistics robot category FIGURE 27 Intralogistics automation technologies scored against buyer criteria (5 = most favourable) FIGURE 28 Technology evolution towards fully autonomous intralogistics robots FIGURE 29 Current adoption depth and remaining automation potential by end market (qualitative score, 1-5) FIGURE 30 Payload versus maximum speed of selected intralogistics transport robots FIGURE 31 Latest annual revenues of selected intralogistics robot companies (US$ million) FIGURE 32 Revenue of Geek+ and Symbotic, 2022-2025 (US$ million) FIGURE 33 Geek+ revenue by geography, FIGURE 34 Cumulative mobile robots deployed or delivered, selected merchant suppliers (company-reported, units) FIGURE 35 Taxonomy of mobile picking, manipulation and inventory robots in logistics FIGURE 36 HAI Robotics revenue and net loss, 2023-2025 (RMB million) FIGURE 37 Typical maximum storage or reach height by goods-to-person technology (m) FIGURE 38 Milestones in logistics mobile manipulation and picking robots FIGURE 39 Stated maximum unloading throughput versus manual benchmark (cases per hour) FIGURE 40 Readiness of humanoid robots for logistics tasks versus purpose-built alternatives (1 = low, 5 = high) FIGURE 41 Representative hybrid robotic fulfilment flow FIGURE 42 Typical sustained throughput by picking configuration (picks or lines per hour, midpoint estimates) FIGURE 43 Selected funding rounds and capital raises, 2021-2026 (US$ million) FIGURE 44 Technology maturity versus near-term commercial opportunity for mobile picking and handling robots FIGURE 45 Where autonomous ground delivery fits in the fulfilment chain FIGURE 46 China express parcel volume, 2020-2025 (billion parcels) FIGURE 47 Taxonomy of autonomous ground last-mile delivery systems FIGURE 48 Relative strengths of autonomous delivery form factors (1 = weak, 5 = strong) FIGURE 49 Key milestones in China's unmanned delivery vehicle industry FIGURE 50 Fleet growth of China's two leading robovan companies, 2023-2026 (vehicles, approximate) FIGURE 51 Share of China's unmanned delivery vehicle market (2025-2026, approximate) FIGURE 52 Disclosed funding of selected autonomous ground delivery companies (US$ million, approximate) FIGURE 53 Estimated cost per on-demand delivery by delivery model, Western markets (US$, 2026) FIGURE 54 Estimated cost per parcel, China trunk-to-station leg (RMB per parcel) FIGURE 55 Positioning of leading autonomous ground delivery players (2026) FIGURE 56 Cumulative deliveries reported by leading drone delivery operators (thousands, latest disclosure to 2026) FIGURE 57 Taxonomy of delivery and cargo drone configurations FIGURE 58 Payload versus range of selected delivery and cargo drones (log scales; range is total one-way range or twice the service radius) FIGURE 59 Key regulatory and commercial milestones in drone delivery FIGURE 60 Maturity matrix for drone logistics segments and leading players FIGURE 61 Estimated cost per delivery by cost element, van versus drone at low and high density (US$, mid-point estimates) FIGURE 62 Disclosed cumulative funding of independent drone delivery and cargo companies (US$ million, estimated, to October 2026) FIGURE 63 Taxonomy of autonomous trucking operating models FIGURE 64 Hub-to-hub autonomous freight flow FIGURE 65 Estimated cumulative capital raised by autonomous freight developers (US$ million, to October 2026) FIGURE 66 Milestones in autonomous trucking commercialisation FIGURE 67 Per-mile cost of a US Class 8 long-haul truck: human-driven vs Level 4 (US$ per mile) FIGURE 68 Early-phase L4 cost per mile vs annual utilisation at three autonomy-fee levels (US$ per mile) FIGURE 69 Commercial readiness comparison of autonomous vehicle segments FIGURE 70 Technology maturity vs logistics opportunity for autonomous freight segments FIGURE 71 Expected autonomous trucking milestones, 2027-2040 FIGURE 72 Major regulatory milestones for logistics robots, AVs and drones, 2023-2027 FIGURE 73 EU conformity route for an AMR placed on the market after 20 January FIGURE 74 Drone regulation timeline, 2016-2028 FIGURE 75 Regulatory readiness matrix by country and segment, October 2026 (1 = no pathway, 5 = scalable framework) FIGURE 76 Industrial robot installations by country, 2025 (units) FIGURE 77 Regional regulatory and policy milestones for logistics autonomy, 2021-2027 FIGURE 78 Regional maturity heatmap by logistics autonomy segment (2026) FIGURE 79 Competitive positioning of leading warehouse automation vendors (Future Markets assessment) FIGURE 80 Competitive positioning of outdoor autonomy operators (Future Markets assessment) FIGURE 81 Latest annual revenue of leading logistics automation companies (US$ million, converted at approximate 2025 average rates) FIGURE 82 Largest disclosed funding rounds in logistics mobile autonomy and adjacent physical AI, 2021-2026 (US$ million) FIGURE 83 Selected listings and listing milestones, 2024-2026 FIGURE 84 Global market revenue, 2025-2040 (US$ billion, base case) FIGURE 85 Global market revenue by scenario, 2025-2040 (US$ billion) FIGURE 86 Global revenue by application group, 2026-2040 (US$ billion) FIGURE 87 Revenue share by application group, 2026 and FIGURE 88 Global revenue by category, 2040 (US$ billion, base case) FIGURE 89 Revenue mix by category, 2026 vs FIGURE 90 Intralogistics transport robots: revenue by category, 2025-2040 (US$ billion) FIGURE 91 Intralogistics transport robots: unit sales by category, 2025-2040 (thousand units) FIGURE 92 Mobile picking and handling robots: revenue by category, 2025-2040 (US$ billion) FIGURE 93 Mobile picking and handling robots: unit sales by category, 2025-2040 (thousand units) FIGURE 94 Last-mile delivery robots, vehicles and drones: revenue by category, 2025-2040 (US$ billion) FIGURE 95 Last-mile delivery robots, vehicles and drones: unit sales by category, 2025-2040 (thousand units) FIGURE 96 Level 4 autonomous trucks and middle-mile freight: revenue by category, 2025-2040 (US$ billion) FIGURE 97 Level 4 autonomous trucks and middle-mile freight: unit sales by category, 2025-2040 (thousand units) FIGURE 98 Global revenue by region, 2026-2040 (US$ billion) FIGURE 99 Regional revenue share, 2026 vs 2040 (%) FIGURE 100 Intralogistics and mobile picking robot revenue by end-use industry, 2026 and 2040 (US$ billion) FIGURE 101 Announced targets and expected milestones for logistics autonomy, 2027-2040 FIGURE 102 The emerging autonomous freight chain FIGURE 103 Supplier opportunity matrix: maturity versus opportunity (Future Markets assessment)