NVIDIA enters logistics robots, the US$10 trillion market is expected to explode

NVIDIA has been developing a logistics robot platform as early as early 2022. It has been in preparation for a long time and is targeting the logistics industry with a US$10 trillion market. Recently at the Computex in Taipei, China, NVIDIA CEO Jen-Hsun Huang released a number of platforms, among which the new autonomous mobile robot platform Isaac AMR (Autonomous Mobile Robot) that can be used for secondary development by third parties is quite eye-catching. This platform can be used for Simulate, verify, deploy, optimize and manage autonomous mobile robots, mainly for smart logistics application scenarios.

Logistics robots are mainly used in warehousing, sorting centers and transportation scenarios to perform operations such as cargo transfer and handling. With the development of technology and the increase in demand, the research and development and application of logistics robots have gradually received global attention, and the scale of my country's logistics robot industry has also grown rapidly. In the past five years, the average annual growth rate of logistics robots has exceeded 20%. NVIDIA's involvement in the field of logistics robots will help promote the development and improvement of domestic logistics robot products.

Among industry companies, HKUST Intelligent (300222) and CATL have business cooperation in intelligent transfer, intelligent logistics robots and intelligent production lines. CATL is one of the company’s customers; Nuoli Co., Ltd. (603611) subsidiary Shanghai Noli Intelligence specializes in the research and development, production, sales and service of logistics robots (AGV), intelligent warehousing equipment, three-dimensional warehouses, WMS, MES and overall logistics automation solutions.

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