Market-research houses refreshed AGV/AMR and warehouse-automation outlooks dated 10 September 2026 (Logistics IQ / DRI listings). The AGV and AMR market is projected to exceed USD 18 billion by 2027 with installed base on the order of 2.4 million units, logistics and manufacturing remaining the demand core. A companion warehouse-automation cut (AGV/AMR, AS/RS, conveyor and sortation, picking, AIDC, palletizing, WMS/WES/WCS) repeats e-commerce, ultrafast delivery and constrained warehouse land as the structural drivers, while noting piece picking is still the hardest robotic problem.

A separate GlobeNewswire-style warehouse robotics brief dated 8 September values the segment at about USD 7.3 billion in 2026 and USD 16.7 billion by 2033 (CAGR ~12.5 percent). Recent vendor notes cited in that brief include Locus expanding 3PL AMR fleets, Geekplus adding capacity for Europe and Southeast Asia, Kion tightening Dematic–Linde integration, and ABB extending Visual SLAM AMRs including autonomous forklifts. These numbers are model-based, not single-project news, but they are the quantitative backdrop investors and procurement teams are using this week when they compare HaiPick-scale ACR projects, LTT shuttle launches and MMH survey adoption rates.