Sou Hu Cai Jing·2025-08-04 04:24Group 1 - The core report titled "2025 AI Toy Consumption Trend White Paper" was jointly released by JD.com and the Shenzhen Toy Industry Association, focusing on the development of the AI toy industry and covering multiple dimensions of core content [1][5][12] - AI toys are seen as a product of the integration of artificial intelligence and traditional toys, benefiting from a mature supply chain and broad demand, with 2025 being regarded as the year of AI toys [1][11] - The global market for AI toys is expected to exceed 100 billion by 2030, with a compound annual growth rate (CAGR) of over 50%, while the Chinese market is projected to surpass 10 billion with a CAGR exceeding 70% [1][45] Group 2 - The AI toy industry is characterized by a technology-intensive upstream, concentrated manufacturing in the middle, and diverse channels downstream, with AI chips and technology determining product differentiation [1][46] - AI toys differ significantly from traditional toys in terms of interaction methods and content capabilities, providing emotional companionship and other values that traditional toys cannot achieve [1][52] - The technology supporting AI toys includes a combination of software and hardware layers, with JD.com's JoyInside technology focusing on multimodal interaction to provide intelligent services [2][9] Group 3 - The report highlights successful case studies of AI toys, such as LING Universe and Fuzozo, showcasing effective technology and collaboration outcomes from companies like LuKa Doctor and Fire Rabbit [2][12] - The commercialization of AI toys is still in its early stages, with future revenue channels expected to diversify for both B2B and B2C segments [2][12] - The report emphasizes the need for collaboration among platforms, brands, manufacturers, and content providers to foster a healthy and sustainable AI toy industry [12][39]