AI + AG 2.0 · Agricultural agents

Fruit-harvesting robots
for commercial orchards

PPI + CPI: subscribe to harvest, not robots.

Dual headquarters Glendale, CAHangzhou, China
Market outlook

Figures from our deck

Illustrative sizing and projections as shown in investor materials; not audited financials.

$87B
TAM
Global addressable market (deck)
$20B
SAM
Serviceable addressable market (deck)
10,000+
Robots deployed
2029 projection (deck)
$30M+
Service revenue
2028 projection (deck)

Quant models from the deck

Static SVGs aligned to the Demeter investor presentation (VMR sizing, TAM/SAM/SOM, regional AI mix, labor cost, milestones, and financial forecast targets).

Global agricultural robotics market

VMR-style trajectory: $3.43B (2019) → $36.9B (2027) → $87B (2035).

$ billions 0 30 60 90 2019 2027 2035 3.43 36.9 87 34.5% CAGR (deck)

Source cited in deck: Verified Market Research; figures shown for storytelling—not audited.

TAM · SAM · SOM

Nested addressable markets from the deck ($87B → $20B → $5B).

TAM$87B
SAM$20B
SOM$5B

Disk radii scale as the square root of share of TAM so nested areas read as proportional.

AI application revenue mix

Deck: North America ~47% and China ~6% of global AI application revenue—remainder is other regions (47%).

AI apps
North America47%
China6%
Other regions47%

Three-way split closes to 100% so the ring reads as one whole market.

Pick labor cost (illustrative)

Deck: U.S. hand-picking ≈ $2,000 / acre vs. comparable China scenario ≈ 3× lower.

US $2k / ac
CN ~$667

China height uses one-third of the U.S. bar (deck’s ~3× spread); swap for measured field data when available.

Milestone revenue & scale

Deck milestones: 2027 $12M · 2028 $30M+ service revenue · 2029 10,000+ robots overseas.

2027 2028 2029 $40M $30M $20M $10M $12M $30M+ 10,000+ robots

2029 revenue not singled out on the cited slide; robot target shown as in deck.

Financial forecast (deck)

Service revenue where cited (2027–2028) plus 2029 profitability targets from the same materials.

$M revenue 2029 targets 0 $20M $40M 2027 2028 2029 $12M $30M+ Gross margin 70% EBITDA $12M+

Revenue per milestone slides; 2029 margin and EBITDA align with the investor summary targets (not audited).

Perception, models, and digital twin

Perception & edge

LiDAR and RGB-D sensing for outdoor detection and grasp planning—including Jetson-class edge compute paths described in our materials.

Demeter-Nano-VLA

Pick-chain VLA tied to recipe packs: detect → plan → pick → reset → bin → move—shipping as a unified stack with process libraries.

Omniverse twin

Orchard and vineyard digital twins to accelerate validation, integration, and rollout scenarios before hardware hits the row.

Prototype fleet

Dual-sided, multi-arm parallel demonstrators; agronomic targets and hardware evolve together with field data.

Robotic gripper holding strawberry
Product & RaaS

Air–ground–control, delivered as a service

Survey & paths

Aerial units

Mapping and coverage planning that coordinates with ground robots so every row stays inside an orchestrated harvest window.

Talk to us →
Field robotics

Ground units

Tracked platforms with multi-arm parallelism; picking and transport robots work together on modular, task-composable hardware.

Talk to us →
Fleet

One brain, many robots

Dispatch missions remotely, split pick vs. haul roles, and keep fleets aligned as recipe packs and models improve from deployment data.

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Harvest capacity,
as a subscription

High-value fruit depends on seasonal labor that does not scale. Demeter Robotics combines modular robots with RaaS contracts—manufacturing leverage plus local deployment and ops in overseas markets—so orchards buy outcomes, not abandoned hardware.

$5B
SOM (deck)
200
RaaS contracts '29 (proj.)
70%
Gross margin target '29
$12M+
EBITDA target '29 (proj.)

Projections mirror the roadmap table in our deck; final models may differ.

Investors, orchards, agents & technical partners

One US–China team, one inbox—for investors, orchards, and partners.

Replies: usually within two US business days. For time-sensitive field work, put urgent in the subject.

United States

Demeter Robotics

Glendale, California · investor relations & US partnerships

China

Hangzhou Demi

Hangzhou Demi Robot Technology Co., Ltd. · engineering & APAC partnerships

  • Legal entity Hangzhou Demi Robot Technology Co., Ltd.China-registered operating company.
  • Primary contact David Sun · Founder
  • Office location Hangzhou, Zhejiang Province, ChinaFull registered address shared on request for contracts and banking.

Prefer email? Use one thread for both regions—we will route internally to US commercial, China engineering, or field ops as needed.