Summary

The global Embodied Intelligent VLA Models market size was US$ 1561 million in 2025 and is forecast to reach a readjusted size of US$ 12430 million by 2032 with a CAGR of 35.0% during the forecast period 2026-2032.
VLA, or Vision-Language-Action Model, was first proposed by DeepMind in 2023 and applied to the field of robotics. VLA not only integrates the perception capabilities of the Visual Language Model (VLM) and the decision-making capabilities of the End-to-End (E2E) model, but also introduces "thought chain" technology, achieving global contextual understanding and human-like reasoning abilities. It can take given text and visual data as input and output actions that the robot can perform, possessing a natural gene for AI interaction with the physical world. Embodied intelligence, as a special intelligent agent integrating hardware and software, relies on multimodal models to form a complete process of perception, decision-making, and action. VLA model development and system integration companies work together. Embodied intelligence integration companies, through self-developed or externally developed VLA operation models, build a unified cognitive and action framework and collaborate with leading service and industrial clients to promote the deployment of products in different scenarios. Humanoid robots are only a small part of embodied intelligence; in many fields such as industry, robots of various forms are expected to become intelligent carriers. Downstream applications cover various scenarios, including industrial manufacturing, logistics, healthcare, and home services. The growing demand for embodied intelligent robots in these fields is driving the continuous development of the industry chain.
Local VLA models will make robots more suitable for sensitive scenarios such as home, medical care, and education, and solve core challenges such as data privacy, real-time response, security and stability. In the past few years, the end-side deployment of large language models has become an important trend. From initially relying on large-scale cloud computing resources to being able to run locally on edge devices such as mobile phones and tablets, model compression optimization, inference acceleration, and hardware collaboration have made continuous progress. The same evolutionary path is gradually unfolding in the field of embodied intelligence. As the core architecture of embodied intelligence, the VLA model (vision-language-action model) essentially gives robots the ability to understand tasks from multimodal information and take corresponding actions. The release of this large model version may also trigger a chain reaction in the industry. With the continuous evolution of AI computing power and model architecture, edge intelligence is moving from the traditional Internet of Things to a more advanced stage represented by embodied intelligence. The leadership of localized VLA heralds a new stage in the development of embodied intelligence. This breakthrough technology marks the transition of robot AI from relying on cloud computing to autonomous edge intelligence, bringing unprecedented possibilities to industrial manufacturing, medical care, home services and other fields. Completely getting rid of dependence on the cloud, robot AI has achieved independent thinking. Traditional robot AI systems generally rely on cloud computing resources, uploading sensor data to remote servers through the network for processing and then sending back instructions. Although this architecture has powerful computing power, its inherent defects include network latency, unstable connection and privacy and security issues. Case Study: Zhifang's core product is the AlphaBot series of robots, developed based on its embodied large-scale model, Alpha Brain. This series consists entirely of wheeled, height-adjustable humanoid robots, a design aimed at realizing the concept of "vertical integration of hardware and software and forward design." The new generation general-purpose intelligent robot, AlphaBot 2, boasts 34 degrees of freedom, enabling it to perform complex full-body collaborative tasks. Zhifang secured an order from HKC for embodied intelligent robots worth nearly 500 million RMB and over three years, with a target of delivering over 1,000 units. In high-end industrial scenarios, its AlphaBot robots can achieve "±0.02mm assembly accuracy," "40% higher efficiency than humans," "20 hours of continuous operation per day," and "saving companies 450,000 RMB in labor costs per unit per year."
The global Embodied Intelligent VLA Models market is strategically segmented by company, region (country), by Type, and by Application. This report empowers stakeholders to capitalize on emerging opportunities, optimize product strategies, and outperform competitors through data-driven insights on revenue and forecasts across regions, by Type, and by Application for 2021-2032.
Market Segmentation
By Company:
Microsoft
Physical Intelligence
Google DeepMind
Figure AI
NVIDIA
Skild AI
Covariant
Hangzhou Xingyan Intelligent Technology Co., Ltd.
Proto-Sentient Intelligence
Kepler Robotics
UBTECH Robotics Inc.
AgiBot
Spirit AI
GalaXea AI
Beijing Galbot Co.,Ltd.
KEENON Robotics
AI² Robotics
X Square Robot
Dobot Robotics
LimX Dynamics
LEJU（SHENZHEN) ROBOTICS CO.LTD
Robot Era
Noematrix
Fourier
IO-AI
Hangzhou Linker Technology Corporation
Segment by Type
End-to-end Large Model
Hierarchical Model
Segment by Application
Automobile Manufacturing
Biotechnology
Semiconductor Manufacturing
Public Services
Retail Commercialization
Others
By Region
Macro-Region
- North America
- Europe
- Asia-Pacific
- South America
- Middle East & Africa
Micro-Local Markets
North America
Europe
China
Japan
Southeast Asia
India
South America
Middle East
(Additional regions can be customized based on client needs.)
Chapter 1: Report scope, executive summary, and market evolution scenarios (short/mid/long term)
Chapter 2: Quantitative analysis of Embodied Intelligent VLA Models market size and growth potential at global, regional, and country levels
Chapter 3: Competitive benchmarking of manufacturers (revenue, market share, M&A, R&D focus)
Chapter 4: Type-based segmentation analysis – Uncovering blue ocean markets
Chapter 5: Application-based segmentation analysis – High-growth downstream opportunities
Chapter 6: Regional revenue breakdown by company, type, application and customer
Chapter 7: Key manufacturer profiles – Financials, product portfolios, and strategic developments
Chapter 8: Market dynamics – Drivers, restraints, regulatory impacts, and risk mitigation strategies
Chapter 9: Actionable conclusions and strategic recommendations.
Why This Report?
Unlike generic global market reports, this study combines macro-level industry trends with hyper-local operational intelligence, empowering data-driven decisions across the Embodied Intelligent VLA Models value chain, addressing:
- Market entry risks/opportunities by region
- Product mix optimization based on local practices
- Competitor tactics in fragmented vs. consolidated markets

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Table of Contents

1 Report Overview
1.1 Study Scope
1.2 Market by Type
1.2.1 Global Market Size and Growth by Type: 2021 vs 2025 vs 2032
1.2.2 End-to-end Large Model
1.2.3 Hierarchical Model
1.3 Market by Application
1.3.1 Global Market Share by Application: 2021 vs 2025 vs 2032
1.3.2 Automobile Manufacturing
1.3.3 Biotechnology
1.3.4 Semiconductor Manufacturing
1.3.5 Public Services
1.3.6 Retail Commercialization
1.3.7 Others
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Embodied Intelligent VLA Models Market Perspective (2021-2032)
2.2 Global Market Size by Region: 2021 vs 2025 vs 2032
2.3 Global Embodied Intelligent VLA Models Market Share by Revenue, by Region (2021-2026)
2.4 Global Embodied Intelligent VLA Models Revenue Forecast by Region (2027-2032)
2.5 Major Regions and Emerging Markets Analysis
2.5.1 North America Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
2.5.2 Europe Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
2.5.3 China Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
2.5.4 Japan Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
2.5.5 Southeast Asia Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
2.5.6 India Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
2.5.7 South America Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
2.5.8 Middle East Embodied Intelligent VLA Models Market Size and Prospective (2021-2032)
3 Breakdown Data by Type
3.1 Global Embodied Intelligent VLA Models Historical Market Size by Type (2021-2026)
3.2 Global Embodied Intelligent VLA Models Forecasted Market Size by Type (2027-2032)
3.3 Representative Players for Different Types of Embodied Intelligent VLA Models
4 Breakdown Data by Application
4.1 Global Embodied Intelligent VLA Models Historical Market Size by Application (2021-2026)
4.2 Global Embodied Intelligent VLA Models Forecasted Market Size by Application (2027-2032)
4.3 New Sources of Growth in Embodied Intelligent VLA Models Applications
5 Competitive Landscape by Players
5.1 Global Top Players by Revenue
5.1.1 Global Top Embodied Intelligent VLA Models Players by Revenue (2021-2026)
5.1.2 Global Embodied Intelligent VLA Models Market Share by Revenue, by Players (2021-2026)
5.2 Global Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
5.3 Players Covered: Ranking by Embodied Intelligent VLA Models Revenue
5.4 Global Embodied Intelligent VLA Models Market Concentration Analysis
5.4.1 Global Embodied Intelligent VLA Models Market Concentration Ratio (CR5 and HHI)
5.4.2 Global Top 10 and Top 5 Companies by Embodied Intelligent VLA Models Revenue in 2025
5.5 Global Key Players of Embodied Intelligent VLA Models Head Offices and Areas Served
5.6 Global Key Players of Embodied Intelligent VLA Models, Product and Application
5.7 Global Key Players of Embodied Intelligent VLA Models, Date of Entry into This Industry
5.8 Mergers & Acquisitions, Expansion Plans
6 Region Analysis
6.1 North America Market: Players, Segments, Downstream and Major Customers
6.1.1 North America Embodied Intelligent VLA Models Revenue by Company (2021-2026)
6.1.2 North America Market Size by Type
6.1.2.1 North America Embodied Intelligent VLA Models Market Size by Type (2021-2026)
6.1.2.2 North America Embodied Intelligent VLA Models Market Share by Type (2021-2026)
6.1.3 North America Market Size by Application
6.1.3.1 North America Embodied Intelligent VLA Models Market Size by Application (2021-2026)
6.1.3.2 North America Embodied Intelligent VLA Models Market Share by Application (2021-2026)
6.1.4 North America Embodied Intelligent VLA Models Major Customers
6.1.5 North America Market Trends and Opportunities
6.2 Europe Market: Players, Segments, Downstream and Major Customers
6.2.1 Europe Embodied Intelligent VLA Models Revenue by Company (2021-2026)
6.2.2 Europe Market Size by Type
6.2.2.1 Europe Embodied Intelligent VLA Models Market Size by Type (2021-2026)
6.2.2.2 Europe Embodied Intelligent VLA Models Market Share by Type (2021-2026)
6.2.3 Europe Market Size by Application
6.2.3.1 Europe Embodied Intelligent VLA Models Market Size by Application (2021-2026)
6.2.3.2 Europe Embodied Intelligent VLA Models Market Share by Application (2021-2026)
6.2.4 Europe Embodied Intelligent VLA Models Major Customers
6.2.5 Europe Market Trends and Opportunities
6.3 China Market: Players, Segments, Downstream and Major Customers
6.3.1 China Embodied Intelligent VLA Models Revenue by Company (2021-2026)
6.3.2 China Market Size by Type
6.3.2.1 China Embodied Intelligent VLA Models Market Size by Type (2021-2026)
6.3.2.2 China Embodied Intelligent VLA Models Market Share by Type (2021-2026)
6.3.3 China Market Size by Application
6.3.3.1 China Embodied Intelligent VLA Models Market Size by Application (2021-2026)
6.3.3.2 China Embodied Intelligent VLA Models Market Share by Application (2021-2026)
6.3.4 China Embodied Intelligent VLA Models Major Customers
6.3.5 China Market Trends and Opportunities
6.4 Japan Market: Players, Segments, Downstream and Major Customers
6.4.1 Japan Embodied Intelligent VLA Models Revenue by Company (2021-2026)
6.4.2 Japan Market Size by Type
6.4.2.1 Japan Embodied Intelligent VLA Models Market Size by Type (2021-2026)
6.4.2.2 Japan Embodied Intelligent VLA Models Market Share by Type (2021-2026)
6.4.3 Japan Market Size by Application
6.4.3.1 Japan Embodied Intelligent VLA Models Market Size by Application (2021-2026)
6.4.3.2 Japan Embodied Intelligent VLA Models Market Share by Application (2021-2026)
6.4.4 Japan Embodied Intelligent VLA Models Major Customers
6.4.5 Japan Market Trends and Opportunities
6.5 Southeast Asia Market: Players, Segments, Downstream and Major Customers
6.5.1 Southeast Asia Embodied Intelligent VLA Models Revenue by Company (2021-2026)
6.5.2 Southeast Asia Market Size by Type
6.5.2.1 Southeast Asia Embodied Intelligent VLA Models Market Size by Type (2021-2026)
6.5.2.2 Southeast Asia Embodied Intelligent VLA Models Market Share by Type (2021-2026)
6.5.3 Southeast Asia Market Size by Application
6.5.3.1 Southeast Asia Embodied Intelligent VLA Models Market Size by Application (2021-2026)
6.5.3.2 Southeast Asia Embodied Intelligent VLA Models Market Share by Application (2021-2026)
6.5.4 Southeast Asia Embodied Intelligent VLA Models Major Customers
6.5.5 Southeast Asia Market Trends and Opportunities
6.6 India Market: Players, Segments, Downstream and Major Customers
6.6.1 India Embodied Intelligent VLA Models Revenue by Company (2021-2026)
6.6.2 India Market Size by Type
6.6.2.1 India Embodied Intelligent VLA Models Market Size by Type (2021-2026)
6.6.2.2 India Embodied Intelligent VLA Models Market Share by Type (2021-2026)
6.6.3 India Market Size by Application
6.6.3.1 India Embodied Intelligent VLA Models Market Size by Application (2021-2026)
6.6.3.2 India Embodied Intelligent VLA Models Market Share by Application (2021-2026)
6.6.4 India Embodied Intelligent VLA Models Major Customers
6.6.5 India Market Trends and Opportunities
7 Key Player Profiles
7.1 Microsoft
7.1.1 Microsoft Company Details
7.1.2 Microsoft Business Overview
7.1.3 Microsoft Embodied Intelligent VLA Models Introduction
7.1.4 Microsoft Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.1.5 Microsoft Recent Development
7.2 Physical Intelligence
7.2.1 Physical Intelligence Company Details
7.2.2 Physical Intelligence Business Overview
7.2.3 Physical Intelligence Embodied Intelligent VLA Models Introduction
7.2.4 Physical Intelligence Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.2.5 Physical Intelligence Recent Development
7.3 Google DeepMind
7.3.1 Google DeepMind Company Details
7.3.2 Google DeepMind Business Overview
7.3.3 Google DeepMind Embodied Intelligent VLA Models Introduction
7.3.4 Google DeepMind Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.3.5 Google DeepMind Recent Development
7.4 Figure AI
7.4.1 Figure AI Company Details
7.4.2 Figure AI Business Overview
7.4.3 Figure AI Embodied Intelligent VLA Models Introduction
7.4.4 Figure AI Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.4.5 Figure AI Recent Development
7.5 NVIDIA
7.5.1 NVIDIA Company Details
7.5.2 NVIDIA Business Overview
7.5.3 NVIDIA Embodied Intelligent VLA Models Introduction
7.5.4 NVIDIA Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.5.5 NVIDIA Recent Development
7.6 Skild AI
7.6.1 Skild AI Company Details
7.6.2 Skild AI Business Overview
7.6.3 Skild AI Embodied Intelligent VLA Models Introduction
7.6.4 Skild AI Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.6.5 Skild AI Recent Development
7.7 Covariant
7.7.1 Covariant Company Details
7.7.2 Covariant Business Overview
7.7.3 Covariant Embodied Intelligent VLA Models Introduction
7.7.4 Covariant Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.7.5 Covariant Recent Development
7.8 Hangzhou Xingyan Intelligent Technology Co., Ltd.
7.8.1 Hangzhou Xingyan Intelligent Technology Co., Ltd. Company Details
7.8.2 Hangzhou Xingyan Intelligent Technology Co., Ltd. Business Overview
7.8.3 Hangzhou Xingyan Intelligent Technology Co., Ltd. Embodied Intelligent VLA Models Introduction
7.8.4 Hangzhou Xingyan Intelligent Technology Co., Ltd. Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.8.5 Hangzhou Xingyan Intelligent Technology Co., Ltd. Recent Development
7.9 Proto-Sentient Intelligence
7.9.1 Proto-Sentient Intelligence Company Details
7.9.2 Proto-Sentient Intelligence Business Overview
7.9.3 Proto-Sentient Intelligence Embodied Intelligent VLA Models Introduction
7.9.4 Proto-Sentient Intelligence Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.9.5 Proto-Sentient Intelligence Recent Development
7.10 Kepler Robotics
7.10.1 Kepler Robotics Company Details
7.10.2 Kepler Robotics Business Overview
7.10.3 Kepler Robotics Embodied Intelligent VLA Models Introduction
7.10.4 Kepler Robotics Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.10.5 Kepler Robotics Recent Development
7.11 UBTECH Robotics Inc.
7.11.1 UBTECH Robotics Inc. Company Details
7.11.2 UBTECH Robotics Inc. Business Overview
7.11.3 UBTECH Robotics Inc. Embodied Intelligent VLA Models Introduction
7.11.4 UBTECH Robotics Inc. Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.11.5 UBTECH Robotics Inc. Recent Development
7.12 AgiBot
7.12.1 AgiBot Company Details
7.12.2 AgiBot Business Overview
7.12.3 AgiBot Embodied Intelligent VLA Models Introduction
7.12.4 AgiBot Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.12.5 AgiBot Recent Development
7.13 Spirit AI
7.13.1 Spirit AI Company Details
7.13.2 Spirit AI Business Overview
7.13.3 Spirit AI Embodied Intelligent VLA Models Introduction
7.13.4 Spirit AI Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.13.5 Spirit AI Recent Development
7.14 GalaXea AI
7.14.1 GalaXea AI Company Details
7.14.2 GalaXea AI Business Overview
7.14.3 GalaXea AI Embodied Intelligent VLA Models Introduction
7.14.4 GalaXea AI Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.14.5 GalaXea AI Recent Development
7.15 Beijing Galbot Co.,Ltd.
7.15.1 Beijing Galbot Co.,Ltd. Company Details
7.15.2 Beijing Galbot Co.,Ltd. Business Overview
7.15.3 Beijing Galbot Co.,Ltd. Embodied Intelligent VLA Models Introduction
7.15.4 Beijing Galbot Co.,Ltd. Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.15.5 Beijing Galbot Co.,Ltd. Recent Development
7.16 KEENON Robotics
7.16.1 KEENON Robotics Company Details
7.16.2 KEENON Robotics Business Overview
7.16.3 KEENON Robotics Embodied Intelligent VLA Models Introduction
7.16.4 KEENON Robotics Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.16.5 KEENON Robotics Recent Development
7.17 AI² Robotics
7.17.1 AI² Robotics Company Details
7.17.2 AI² Robotics Business Overview
7.17.3 AI² Robotics Embodied Intelligent VLA Models Introduction
7.17.4 AI² Robotics Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.17.5 AI² Robotics Recent Development
7.18 X Square Robot
7.18.1 X Square Robot Company Details
7.18.2 X Square Robot Business Overview
7.18.3 X Square Robot Embodied Intelligent VLA Models Introduction
7.18.4 X Square Robot Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.18.5 X Square Robot Recent Development
7.19 Dobot Robotics
7.19.1 Dobot Robotics Company Details
7.19.2 Dobot Robotics Business Overview
7.19.3 Dobot Robotics Embodied Intelligent VLA Models Introduction
7.19.4 Dobot Robotics Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.19.5 Dobot Robotics Recent Development
7.20 LimX Dynamics
7.20.1 LimX Dynamics Company Details
7.20.2 LimX Dynamics Business Overview
7.20.3 LimX Dynamics Embodied Intelligent VLA Models Introduction
7.20.4 LimX Dynamics Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.20.5 LimX Dynamics Recent Development
7.21 LEJU（SHENZHEN) ROBOTICS CO.LTD
7.21.1 LEJU（SHENZHEN) ROBOTICS CO.LTD Company Details
7.21.2 LEJU（SHENZHEN) ROBOTICS CO.LTD Business Overview
7.21.3 LEJU（SHENZHEN) ROBOTICS CO.LTD Embodied Intelligent VLA Models Introduction
7.21.4 LEJU（SHENZHEN) ROBOTICS CO.LTD Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.21.5 LEJU（SHENZHEN) ROBOTICS CO.LTD Recent Development
7.22 Robot Era
7.22.1 Robot Era Company Details
7.22.2 Robot Era Business Overview
7.22.3 Robot Era Embodied Intelligent VLA Models Introduction
7.22.4 Robot Era Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.22.5 Robot Era Recent Development
7.23 Noematrix
7.23.1 Noematrix Company Details
7.23.2 Noematrix Business Overview
7.23.3 Noematrix Embodied Intelligent VLA Models Introduction
7.23.4 Noematrix Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.23.5 Noematrix Recent Development
7.24 Fourier
7.24.1 Fourier Company Details
7.24.2 Fourier Business Overview
7.24.3 Fourier Embodied Intelligent VLA Models Introduction
7.24.4 Fourier Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.24.5 Fourier Recent Development
7.25 IO-AI
7.25.1 IO-AI Company Details
7.25.2 IO-AI Business Overview
7.25.3 IO-AI Embodied Intelligent VLA Models Introduction
7.25.4 IO-AI Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.25.5 IO-AI Recent Development
7.26 Hangzhou Linker Technology Corporation
7.26.1 Hangzhou Linker Technology Corporation Company Details
7.26.2 Hangzhou Linker Technology Corporation Business Overview
7.26.3 Hangzhou Linker Technology Corporation Embodied Intelligent VLA Models Introduction
7.26.4 Hangzhou Linker Technology Corporation Revenue in Embodied Intelligent VLA Models Business (2021-2026)
7.26.5 Hangzhou Linker Technology Corporation Recent Development
8 Embodied Intelligent VLA Models Market Dynamics
8.1 Embodied Intelligent VLA Models Industry Trends
8.2 Embodied Intelligent VLA Models Market Drivers
8.3 Embodied Intelligent VLA Models Market Challenges
8.4 Embodied Intelligent VLA Models Market Restraints
9 Research Findings and Conclusion
10 Appendix
10.1 Research Methodology
10.1.1 Methodology/Research Approach
10.1.1.1 Research Programs/Design
10.1.1.2 Market Size Estimation
10.1.1.3 Market Breakdown and Data Triangulation
10.1.2 Data Source
10.1.2.1 Secondary Sources
10.1.2.2 Primary Sources
10.2 Author Details
10.3 Disclaimer