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Deep Robotics has announced ambitious growth targets for its North American operations, projecting that revenue in the United States could double by 2026 driven by strong enterprise demand for autonomous mobile robots. Following a successful entry into the U.S. market roughly one year ago, the Chinese robotics manufacturer is positioning its quadruped and wheeled-legged robots as essential tools for industrial inspection, logistics, and emergency response.
Key Points
- Revenue Growth: The company expects to double or potentially triple its U.S. revenue by 2026.
- Market Traction: Approximately 100 units of the M20 Pro series have been sold in the U.S. since its launch mid-last year.
- Cost Efficiency: Deep Robotics claims their platforms operate at roughly half the cost of human labor for specific tasks like package delivery.
- Enterprise Focus: 90% of the company's client base consists of enterprises using robots for productivity rather than research or entertainment.
Accelerating US Expansion
Deep Robotics reports that its entry into the United States has exceeded initial expectations. The company attributes this success to a mature customer base that requires sophisticated solutions for hazardous and repetitive tasks. According to company leadership, U.S. clients are well-capitalized and possess the technical talent necessary to integrate complex robotic systems into existing workflows.
The financial incentives for adoption appear to be a primary driver for this growth. The company outlined a significant return on investment for clients replacing manual labor with automated solutions.
"One laborer... total cost [for] 48 hours package delivery the whole year, maybe $100,000 USD. For our robot, it is only half of the price. So by using our platform... the customer gets 200% [return]."
Industrial Capabilities Over Humanoid Hype
While the robotics industry has seen a surge in interest regarding humanoid form factors, Deep Robotics remains focused on stability and immediate industrial utility. The company emphasizes the reliability of quadruped and wheeled-legged designs over bipedal robots for current B2B applications.
The company draws a pragmatic distinction between future-facing research and current industrial needs, likening their robots to "horses" or "donkeys" that historically powered industry before mechanization. While humanoid robots offer dexterity for future tasks, Deep Robotics argues that quadrupeds currently offer superior stability for carrying heavy loads and navigating difficult terrain.
The product lineup driving this strategy includes:
- M20 Pro: A wheeled-legged robot capable of 2.5 hours of continuous patrol without recharging. It is designed to navigate obstacles, including climbing stairs and vehicles, making it suitable for logistics and firefighting.
- X30: An industrial-grade quadruped designed for heavy payloads up to 40kg. This model is utilized for power grid inspections and long-distance tunnel monitoring, capable of traversing kilometers of terrain autonomously.
Data Security and Open Platforms
Addressing potential concerns regarding data privacy for a Chinese-headquartered firm operating in the U.S., Deep Robotics emphasized its commitment to transparency. The company operates on an open platform model, allowing third-party developers and customers to build upon their hardware without data being funneled back to the manufacturer.
The company stated that all operational data remains in the hands of the local customer, a policy intended to mitigate security concerns for critical infrastructure clients. This approach aligns with their strategy to co-develop solutions with U.S. partners rather than operating as a closed ecosystem.
Future Outlook
Looking toward 2026, Deep Robotics remains highly optimistic about its trajectory in North America. With the M20 Pro already deployed in package delivery and R&D sectors, and the X30 securing traction in utility monitoring, the company plans to scale its operations to meet the labor shortages facing U.S. industries.
"We are quite optimistic about our 2026 U.S. market... the customer knows which robot is the right man for them."
