
13年前,杰夫・贝佐斯在做客哥伦比亚广播公司的《60分钟》节目,首次抛出了无人机物流配送的宏大构想,并预言四到五年内就能构建起30分钟的无人机配送圈。不过直到现在,无人机物流配送仍未真正走进千家万户。
近日,亚马逊公司宣布,到今年年底前,它的Prime Air无人机配送服务将初步覆盖美国的近500座城镇,服务网络规模将扩大至原来的6倍,触达数千万消费者。而在此之前,亚马逊的无人机配送项目一直进展迟缓,业内普遍质疑,这项服务的想法虽然很美好,但最终只能适配一小部分应用场景。而此次扩张释放出了一个明确信号——亚马逊仍在认真推进贝佐斯2013年描绘的那张蓝图。
亚马逊公司表示,下一步,它的无人机配送业务将覆盖芝加哥、锡拉丘兹、克利夫兰、亚特兰大等城市及其周边城镇,不过亚马逊并未披露各地预计的日均配送单量和无人机机队的规模。不过理论上讲,只要重量不超过5磅、体积不超过一个大码鞋盒的商品,都可以支持由无人机配送。用户可通过亚马逊APP下单,Prime会员订单满50美元即可享受免费无人机配送,不满50美元的,单笔收取2.99美元配送费,非Prime会员单笔无人机配送费为4.99美元。
此前,亚马逊已在得克萨斯州的圣安东尼奥、路易斯安那州的巴吞鲁日、堪萨斯州的堪萨斯城等地区开通了无人机配送服务。据亚马逊公司介绍,在上述地区,无人机可实现30分钟以内送达。不过既便在以上市场,无人机的服务半径也相对有限。一是因为无人机的飞行半径只有7英里左右,二是因为它更适合在效区执行配送,因为在市区的话就要考虑避开高层建筑等复杂障碍物。
Prime Ai的负责人戴维・卡伯恩在一份声明中表示,2026年以来,亚马逊已通过无人机完成了数十万件包裹的配送。这个数字看似可观,不过据市场研究机构ShipMatrix统计,亚马逊在美国的日均配送量接近2000万件,无人机配送的占比仍然微乎其微。
除了亚马逊,沃尔玛等零售巨头也在布局无人机配送,以提高配送时效、降低对配送司机的依赖。但是监管壁垒、高技术成本和居民投诉等问题,始终在影响着无人机配送业务的普及速度。
消费者情报研究公司(Consumer Intelligence Research Partners)联合创始人乔希・洛维茨对亚马逊的Prime会员生态有着深入的研究。他表示:“显然这项业务还在打磨阶段,但亚马逊的方向很明确,无人机是实现45分钟内极速配送的最优路径之一。” 洛维茨最近刚刚参观了亚马逊在西雅图的Prime Air无人机实验室。他表示,亚马逊优先布局郊区,是因为无人机安全降落需要大约10英尺的空旷半径空间。
“亚马逊正在持续迭代电池和降噪技术,不断优化产品体验。未来如果飞行半径从7英里提升到15英里,就能覆盖更多的农村地区用户。” 洛维茨说。
监管挑战
凭借雄厚的技术资源和几百座配送中心,亚马逊是最有可能率先跑通无人机物流配送的企业,但要实现这个目标,它也要解决不少难题。首当其冲的,就是要获得美国联邦航空管理局(FAA)的运营认证。而FAA的现有认证体系都是建立在有人驾驶飞机的基础之上。

在亚马逊等企业启动测试之前,无人机降落到老百姓家里送外卖,还是一件没有先例的事,亚马逊只能从零搭建整套安全标准。据亚马逊的一名前员工向《财富》透露,在项目初期,亚马逊纯粹是在以技术视角推进,项目组里也没有熟悉相关监管规则的专业人员。
2020年,亚马逊换掉了项目组的灵魂人物古尔・金奇,请来了波音前高管戴维・卡伯恩接掌。亚马逊的一名前员工表示,这一人事调整虽然体现出亚马逊开始重视合规监管,但是在换人初期也引发了一次企业文化的冲突,Prime Air项目组的不少初代人员离职,项目一度陷入停滞。卡伯恩只好重新搭建团队,攻坚机器人、自动飞行等核心技术。
正所谓祸不单行。2025年秋,两架亚马逊的配送无人机在亚利桑那州撞上了一架起重机,造成设备损坏并引发火灾。2026年7月,亚马逊又有一架无人机在英国的达灵顿进行配送时坠入了居民花园。
另外,亚马逊还先后撤出了加州洛克福德和得克萨斯州大学城的两处测试点,原因是当地居民投诉无人机的噪音扰民。而亚马逊则表示,无人机的噪音水平其实还不如一辆启动后未行驶的配送货车。亚马逊的发言人也指出,每一代的Prime Air无人机都在降噪上实现了显著提升。
而在另一边,沃尔玛联合Alphabet公司旗下的Wing公司,正在加速布局无人机配送业力,近期已经新增了7个配送市场,计划到2027年将覆盖超4000万美国消费者。
目前,FAA的一项允许无人机超视距长距离配送的监管新规仍在审批阶段。亚马逊在近期提交的一份监管文件中提到,在低空环境下,无人机的GPS信号会出现衰减,因此申请在部分测试中使用专用无线频段。
真人外卖司机VS无人机
除了贝佐斯本人对无人机的执念,亚马逊持续加码无人机的核心动机,仍然是为了提升外卖配送的时效性,从而提高竞争优势。而此次扩张的时间点,也恰逢纽约市长佐兰・马姆达尼推动新规,要求亚马逊等企业将外卖配送司机从外包合同工转为正式雇员。
自推出“两日达”服务以来,配送速度一直是亚马逊的核心竞争力。亚马逊一直在朝着“即时配送”的目标迈近,核心手段就是密集布局配送中心,让热门商品与生活必需品能够快速配送。
据物流咨询公司MWPVL International统计,亚马逊在美国已布局了至少65座“当日达配送中心”,同时还在城市核心区域开设了小型配送点位,进一步缩短配送距离。部分点位还配备了冷藏设备,支持生鲜等易变质商品的配送。
通过AI和机器人技术的应用,加上“贴近用户”的布局策略,亚马逊的配送效率持续提升。在极速配送场景中,亚马逊还大量依赖自备车辆的众包司机。相比路线相对固定的常规亚马逊配送货车,众包司机的配送效率显然更高。
亚马逊主要从两个方面为其庞大的物流配送体系提供补贴,第一是靠从第三方卖家那里抽来的费用,第二就是靠超2亿Prime会员的年费(每人每年139美元)。其中卖家服务费占近四分之一。充足的资金、行业顶尖的物流能力,加上不断增长的市场需求,让亚马逊的配送网络得以覆盖全美,甚至深入乡村偏远地区。(财富中文网)
译者:朴成奎
13年前,杰夫・贝佐斯在做客哥伦比亚广播公司的《60分钟》节目,首次抛出了无人机物流配送的宏大构想,并预言四到五年内就能构建起30分钟的无人机配送圈。不过直到现在,无人机物流配送仍未真正走进千家万户。
近日,亚马逊公司宣布,到今年年底前,它的Prime Air无人机配送服务将初步覆盖美国的近500座城镇,服务网络规模将扩大至原来的6倍,触达数千万消费者。而在此之前,亚马逊的无人机配送项目一直进展迟缓,业内普遍质疑,这项服务的想法虽然很美好,但最终只能适配一小部分应用场景。而此次扩张释放出了一个明确信号——亚马逊仍在认真推进贝佐斯2013年描绘的那张蓝图。
亚马逊公司表示,下一步,它的无人机配送业务将覆盖芝加哥、锡拉丘兹、克利夫兰、亚特兰大等城市及其周边城镇,不过亚马逊并未披露各地预计的日均配送单量和无人机机队的规模。不过理论上讲,只要重量不超过5磅、体积不超过一个大码鞋盒的商品,都可以支持由无人机配送。用户可通过亚马逊APP下单,Prime会员订单满50美元即可享受免费无人机配送,不满50美元的,单笔收取2.99美元配送费,非Prime会员单笔无人机配送费为4.99美元。
此前,亚马逊已在得克萨斯州的圣安东尼奥、路易斯安那州的巴吞鲁日、堪萨斯州的堪萨斯城等地区开通了无人机配送服务。据亚马逊公司介绍,在上述地区,无人机可实现30分钟以内送达。不过既便在以上市场,无人机的服务半径也相对有限。一是因为无人机的飞行半径只有7英里左右,二是因为它更适合在效区执行配送,因为在市区的话就要考虑避开高层建筑等复杂障碍物。
Prime Ai的负责人戴维・卡伯恩在一份声明中表示,2026年以来,亚马逊已通过无人机完成了数十万件包裹的配送。这个数字看似可观,不过据市场研究机构ShipMatrix统计,亚马逊在美国的日均配送量接近2000万件,无人机配送的占比仍然微乎其微。
除了亚马逊,沃尔玛等零售巨头也在布局无人机配送,以提高配送时效、降低对配送司机的依赖。但是监管壁垒、高技术成本和居民投诉等问题,始终在影响着无人机配送业务的普及速度。
消费者情报研究公司(Consumer Intelligence Research Partners)联合创始人乔希・洛维茨对亚马逊的Prime会员生态有着深入的研究。他表示:“显然这项业务还在打磨阶段,但亚马逊的方向很明确,无人机是实现45分钟内极速配送的最优路径之一。” 洛维茨最近刚刚参观了亚马逊在西雅图的Prime Air无人机实验室。他表示,亚马逊优先布局郊区,是因为无人机安全降落需要大约10英尺的空旷半径空间。
“亚马逊正在持续迭代电池和降噪技术,不断优化产品体验。未来如果飞行半径从7英里提升到15英里,就能覆盖更多的农村地区用户。” 洛维茨说。
监管挑战
凭借雄厚的技术资源和几百座配送中心,亚马逊是最有可能率先跑通无人机物流配送的企业,但要实现这个目标,它也要解决不少难题。首当其冲的,就是要获得美国联邦航空管理局(FAA)的运营认证。而FAA的现有认证体系都是建立在有人驾驶飞机的基础之上。
在亚马逊等企业启动测试之前,无人机降落到老百姓家里送外卖,还是一件没有先例的事,亚马逊只能从零搭建整套安全标准。据亚马逊的一名前员工向《财富》透露,在项目初期,亚马逊纯粹是在以技术视角推进,项目组里也没有熟悉相关监管规则的专业人员。
2020年,亚马逊换掉了项目组的灵魂人物古尔・金奇,请来了波音前高管戴维・卡伯恩接掌。亚马逊的一名前员工表示,这一人事调整虽然体现出亚马逊开始重视合规监管,但是在换人初期也引发了一次企业文化的冲突,Prime Air项目组的不少初代人员离职,项目一度陷入停滞。卡伯恩只好重新搭建团队,攻坚机器人、自动飞行等核心技术。
正所谓祸不单行。2025年秋,两架亚马逊的配送无人机在亚利桑那州撞上了一架起重机,造成设备损坏并引发火灾。2026年7月,亚马逊又有一架无人机在英国的达灵顿进行配送时坠入了居民花园。
另外,亚马逊还先后撤出了加州洛克福德和得克萨斯州大学城的两处测试点,原因是当地居民投诉无人机的噪音扰民。而亚马逊则表示,无人机的噪音水平其实还不如一辆启动后未行驶的配送货车。亚马逊的发言人也指出,每一代的Prime Air无人机都在降噪上实现了显著提升。
而在另一边,沃尔玛联合Alphabet公司旗下的Wing公司,正在加速布局无人机配送业力,近期已经新增了7个配送市场,计划到2027年将覆盖超4000万美国消费者。
目前,FAA的一项允许无人机超视距长距离配送的监管新规仍在审批阶段。亚马逊在近期提交的一份监管文件中提到,在低空环境下,无人机的GPS信号会出现衰减,因此申请在部分测试中使用专用无线频段。
真人外卖司机VS无人机
除了贝佐斯本人对无人机的执念,亚马逊持续加码无人机的核心动机,仍然是为了提升外卖配送的时效性,从而提高竞争优势。而此次扩张的时间点,也恰逢纽约市长佐兰・马姆达尼推动新规,要求亚马逊等企业将外卖配送司机从外包合同工转为正式雇员。
自推出“两日达”服务以来,配送速度一直是亚马逊的核心竞争力。亚马逊一直在朝着“即时配送”的目标迈近,核心手段就是密集布局配送中心,让热门商品与生活必需品能够快速配送。
据物流咨询公司MWPVL International统计,亚马逊在美国已布局了至少65座“当日达配送中心”,同时还在城市核心区域开设了小型配送点位,进一步缩短配送距离。部分点位还配备了冷藏设备,支持生鲜等易变质商品的配送。
通过AI和机器人技术的应用,加上“贴近用户”的布局策略,亚马逊的配送效率持续提升。在极速配送场景中,亚马逊还大量依赖自备车辆的众包司机。相比路线相对固定的常规亚马逊配送货车,众包司机的配送效率显然更高。
亚马逊主要从两个方面为其庞大的物流配送体系提供补贴,第一是靠从第三方卖家那里抽来的费用,第二就是靠超2亿Prime会员的年费(每人每年139美元)。其中卖家服务费占近四分之一。充足的资金、行业顶尖的物流能力,加上不断增长的市场需求,让亚马逊的配送网络得以覆盖全美,甚至深入乡村偏远地区。(财富中文网)
译者:朴成奎
Thirteen years ago, Jeff Bezos strode into a room on the set of CBS’ 60 Minutes and revealed Amazon’s first delivery drone, predicting 30-minute drop-offs of airborne packages within the next four to five years. Ever since, the e-commerce giant has struggled to live up to that promise.
On Wednesday, it took a step forward, announcing plans to expand drone delivery to nearly 500 U.S. cities and towns by the end of this year, which it said represents a sixfold increase in its drone network footprint and will total tens of millions of customers. The expansion comes after years of floundering to get its drone project off the ground and widespread skepticism that the effort—however attractive—will ever amount to more than a limited side project. It signals that Amazon is still serious about creating the reality Bezos predicted in 2013.
Amazon said its drone deliveries are expanding to the Chicago, Syracuse, Cleveland, and Atlanta areas, among other metro areas and towns, though it didn’t make clear how many deliveries it expects per day or how large its fleet of drones will be in each location. Almost any item weighing five pounds or less that can fit in a large shoebox is eligible for delivery, Amazon said, with customers ordering through the Amazon app. Delivery is free for Prime members who spend $50 or more. Otherwise, it’s a $2.99 fee. Non-Prime members pay $4.99 per delivery.
The company’s current drone delivery operations include San Antonio, Texas; Baton Rouge, Louisiana; Kansas City, Kansas; and eight other areas. The drones, which depart from Amazon fulfillment sites, can deliver items to customers in as little as 30 minutes, according to Amazon. But even in its existing markets the service is relatively limited. The drones can’t fly beyond a roughly seven mile radius, limiting their reach, and they operate primarily in suburban locations in order to avoid tall buildings and other tricky obstacles.
Amazon has delivered hundreds of thousands of packages to customers by drone this year, Prime Air boss David Carbon said in a statement. Impressive as the figure may be, it’s just a fraction of the nearly 20 million packages that Amazon delivers every day in the U.S., according to market research firm ShipMatrix.
Several companies, including Amazon competitors like Walmart, have also been trying to crack drone delivery to quicken their shipping speeds and to rely less on human drivers. Company goals have been sidetracked by regulatory hurdles, costly tech, and complaints by local residents.
“It’s still clearly a work in progress, but they have a vision that this is one of the best ways to get things to people in less than 45 minutes,” said Josh Lowitz, co-founder of Consumer Intelligence Research Partners, which studies Amazon Prime members. Lowitz, who visited Amazon’s Prime Air drone lab in Seattle this week, said the company is primarily delivering via drone in suburban areas because it needs a 10-foot radius to deliver safely.
“They’re working on battery technology and sound technology, trying to make it better and better. If the delivery range goes from seven miles to 15 miles, they could reach people in rural areas,” Lowitz said.
Regulatory challenges
While Amazon is best positioned to make drone delivery happen, given its hundreds of fulfillment centers and technology resources, it has faced a wave of problems in meeting its ambition. Gaining certification from the Federal Aviation Administration has been a key issue, since the FAA’s standard methods of evaluating aircraft are based on human-piloted aircraft.
Flying and landing in people’s yards was unprecedented before Amazon and others began to test their drones, and Amazon had to build its standards from scratch. Amazon also initially approached the project from a technological perspective, not staffing enough people who knew how to navigate the regulatory system, former employees told Fortune.
In 2020, Amazon replaced the visionary founder of the project, Gur Kimchi, with former Boeing executive David Carbon. While the move showed Amazon taking the regulatory part of the project earnestly, it initially sparked a culture clash, the former employees said. Many of the original Prime Air employees left, stalling the project as Carbon rebuilt talent to figure out robotics, autonomy, and other technical aspects.
The growing pains didn’t stop there. In the fall of 2025, two Amazon delivery drones collided with a crane in Arizona, causing damage and a fire. This July, one of the company’s drones crashed into a garden while attempting a delivery in Darlington, UK.
Amazon also left two sites, in Lockeford, Calif., and College Station, Texas, after initially testing its drones there. Some residents complained about a loud buzz from drones, though Amazon has said the noise is no louder than an idling delivery truck. An Amazon spokeswoman said each generation of Prime Air technology has brought significant sound improvements.
Walmart, together with Alphabet’s Wing, has been expanding its efforts, recently adding seven new delivery markets, with a plan to reach more than 40 million American customers by 2027.
An FAA rule that would make it easier to deliver packages via drone in longer flights beyond an operator’s line of sight awaits approval. In recent regulatory filings, Amazon said GPS signals degrade at lower altitudes for its drones, with the company asking regulators for permission to use a special wireless frequency in some drone tests.
Human drivers vs. Drones
Aside from drones being a coveted Bezos pet project, the decision to press on may come down to the company maintaining its edge on speed, and the expansion comes as New York Mayor Zohran Mamdani is supporting a bill that would force Amazon and other companies to make their delivery drivers employees instead of subcontractors.
Speed has been a bedrock for Amazon since it pioneered two-day shipping. It has crept closer, year by year, to the reality of almost-instant delivery. It has done this by opening centers equipped to move popular products and everyday essentials quickly through its system.
It has at least 65 so-called sub-same-day centers throughout the U.S. and is also operating out of small locations in inner cities to get to customers faster, according to logistics consultant MWPVL International. Some of these locations have refrigerators inside for perishable items, MWPVL said.
The company has sharpened its efficiency with AI, robotics, and its strategy to be as close to customers as possible. For fast deliveries, it is also leaning on on-demand drivers with their own vehicles, who can more easily turn around deliveries compared to the regular Amazon vans that follow less-scattered routes.
Amazon subsidizes its vast delivery system with the fees it collects through its third-party sellers, as well as the more than 200 million Prime members it has (who each pay $139 a year). The money it collects from seller fees accounts for nearly a quarter of its overall revenue. The funds, along with its virtually unmatched logistics expertise and increasing demand, have enabled the company to spread throughout the U.S., including into corners of rural America.