Q2 Global Home Cleaning Robot Shipments Rise 21.5% to 11.2M Units: IDC

The deceleration from Q1's 36.6% growth to 21.5% in Q2 suggests the category is normalising rather than stalling, but the widening structural divergence and rising vendor concentration are the more telling signals: volume growth is increasingly accruing to a handful of players while the tail likely struggles. That matters for component suppliers and smaller brands whose shelf space and channel leverage depend on scale. Whether concentration keeps climbing even as headline growth cools is the open question.