AI宠物玩具狂潮来了

Core Insights - The article discusses the rising popularity of AI pet toys, particularly highlighted by the "Joobie" AI pet toy from Hugbibi, showcased at CES 2026, which has garnered significant attention for its interactive and emotional capabilities [3][4]. Industry Overview - Over 30 Chinese companies, including Hugbibi, TCL, and Tuya, are participating in the AI pet toy market, indicating a growing trend in this sector [3]. - AI pet toys are seen as a combination of large models, sensors, low-power chips, and consumer-grade hardware, making them a viable product in the context of widespread AI application [3][4]. Product Development - The evolution of AI pet toys has shifted from simple mechanical interactions to more complex emotional and personality-driven designs, aiming to create a long-term companionship experience for users [4][5]. - Hugbibi's Joobie is designed to develop a unique personality based on user interactions over a week, termed "growth-type companionship," which differentiates it from traditional toys [6][7]. Market Dynamics - The AI toy market is experiencing a surge in interest, with various players including startups, tech giants, and traditional toy manufacturers entering the space [11]. - Investment in the AI toy sector is increasing, with nearly 100 investment institutions involved, reflecting a strong belief in the emotional value of these products [14][17]. Financial Projections - The domestic AI toy market is projected to grow from 246 billion yuan in 2024 to 290 billion yuan in 2025, representing an 18% year-on-year increase [19]. - By 2030, the domestic AI toy penetration rate is expected to reach 47%, with a market size approaching 850 billion yuan, indicating nearly threefold growth from 2025 [20]. Regulatory Support - The Ministry of Industry and Information Technology has recognized AI toys as a new growth engine for industry upgrades, encouraging collaboration between toy and AI technology companies [18].