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The partnering trend continued with a focus on additional and international sales channels.A number of agv & amr vendors also broadened their product ranges with international ambitions.Multiple component suppliers consolidated up & downstream functionality, such as lidar vendors adding slam software and chip manufacturers providing motherboards.Two key trends were: component suppliers consolidating functionality and agnostic fleet managers evolving into wider execution systems.However, strained new venture capital flows and the continued absence of an agv & amr system integrator layer, combined with market fragmentation, could expand time to inflection.There were early positive signals that efforts in ‘customer educational activity’ had begun to transform into wider sales and raise the potential for short to medium term market inflection.The primary issue was supply of components and a few vendors decided to design out components to alleviate supply chain disruption however, it was unclear if this solved delivery times.Backlogs expanded as most agv & amr vendors were unable to deliver.Supply chain disruption from 2021 deteriorated in 2022 and became more persistent in 2h22 with extensive lead times and increased prices.Growth appeared to be a combination of new business and postponed projects from 2020/2021.Demand relaxed somewhat in 2h22, impacted mainly by russia’s war in ukraine and high inflation rates affecting automation plans and budgets.Interviews suggested high sales levels in 1h22.Applications for agvs & amrs vary from moving light 400g pcbs to very heavy 65 tonne steel coils.The agv & amr robotics sector is highly fragmented with 400+ vendors globally.This report focuses on mobile robots used for transporting payloads/goods a-b (storage solutions are covered in other stiq reports).Early market inflection signals AGV& AMR robots Strong growth in 1h22 followed by muted demand in 2h22.