At present, the special robot industry is entering a period of rapid development. As the core of robot movement, the tracked chassis and wheeled chassis are accelerating iteration towards scenario based, intelligent, and lightweight directions, and the industry competition pattern presents distinct differentiation characteristics. According to industry data, the market size of wheeled robot chassis in China will reach 9.86 billion yuan in 2025, accounting for about 72.7% of the overall robot chassis market. The market size of tracked robot chassis is 3.72 billion yuan, accounting for about 27.3%, but the year-on-year growth rate of 18.9% is significantly higher than that of wheeled chassis at 12.4%, becoming a new engine for industry growth.
Wheeled chassis, with its advantages of high efficiency, low energy consumption, and convenient maintenance, occupies a dominant position in standardized scenarios such as warehousing and logistics, workshop inspections, etc. With the popularization of modular design, its integration efficiency with upper level equipment continues to improve, gradually upgrading towards omnidirectional movement and high-precision positioning. The tracked chassis, on the other hand, relies on high passability and strong anti overturning ability, leading to a surge in demand in high-risk scenarios such as outdoor complex terrain, emergency rescue, and mining exploration. The application of high-strength materials and optimization of suspension systems further compensate for its shortcomings of high weight and weak endurance.
The industry development trend indicates that the chassis market is transitioning from "single hardware delivery" to "scenario solutions", with 73% of top companies' revenue coming from "chassis+installation+software+operation and maintenance" packaged services. Simple parameter stacking is no longer enough to build core competitiveness, and a deep understanding of vertical industry scenarios has become the key for companies to break through. For Tianjin Weide Aviation, which focuses on chassis customization, it can rely on its own advantages in customizing tracked and wheeled chassis to accurately match the needs of different industry scenarios - optimizing the omnidirectional movement and high-precision positioning performance of wheeled chassis for warehousing logistics and workshop inspection scenarios; In response to complex outdoor terrain and emergency rescue scenarios, we will enhance the anti overturning ability and endurance performance of the tracked chassis. At the same time, we will provide integrated customized solutions based on customers' actual needs, strengthen our core competitiveness, and seize the opportunity in differentiated competition.
