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AI应用追寻系列报告（一）：AI陪伴，下一个启元
Hua Yuan Zheng Quan·2025-02-21 12:19

Investment Rating - The report maintains a "Positive" investment rating for the media industry [1] Core Insights - The AI companionship market is expected to experience significant growth, driven by technological advancements and increasing market demand, marking a turning point in 2025 [8][20] - The global market for "AI + emotional companionship" is projected to expand 2300-5000 times, reaching between $70 billion and $150 billion, with a CAGR of 200%-236% [18][20] - The report highlights the increasing consumer demand for emotional companionship, particularly among younger demographics, as they prioritize quality and emotional value in their spending [25][30] Summary by Sections 1. Why Focus on AI Companionship Now? - The AI companionship market is gaining traction due to advancements in technology and rising consumer demand for emotional support [8][20] 2. Exploring the Drivers of AI Companionship Development - The market is projected to grow significantly, with the global revenue for AI companionship expected to rise from $30 million to between $70 billion and $150 billion [18][20] - Increased alone time among consumers has created a user base for AI companionship applications, with average daily alone time in the U.S. rising from 5.3 hours in 2003 to 7.4 hours in 2022 [20] 3. AI + Companion Apps Leading to More Realistic Interactions - AI emotional companionship software saw rapid growth in Q3 2024, with several products achieving significant download increases [36][39] - The report lists top AI companionship apps, highlighting their features and download statistics, indicating a growing interest in this sector [36][39] 4. AI + Hardware as Diverse Carriers for Companionship - Various AI companionship products showcased at CES 2025, including robots and interactive toys, indicate a diverse market landscape [9][10] 5. Related Companies Overview - The report identifies key players in the AI companionship market, including ByteDance and its products like "Cici AI" and "EVE," which focus on emotional engagement and user interaction [50][57] 6. Market Potential for Emotional Companionship Toys - The toy market, particularly in China, shows significant potential for growth, with emotional companionship toys becoming increasingly popular among consumers [26][27]