华尔街见闻·2025-08-27 08:32Core Viewpoint - The article discusses the emergence of embodied intelligence in the AI toy industry, highlighting JD's launch of the JoyInside brand as a significant step towards creating interactive AI toys that can engage deeply with consumers [1][5][19]. Group 1: JoyInside and Its Impact - JoyInside aims to serve as the "brain" and "heart" for robots, enabling them to interact with consumers in a meaningful way [1][4]. - The brand is compared to the "Intel Inside" concept, aspiring to become the core intelligence for various hardware, including toys [7][19]. - JoyInside is designed to create a developer ecosystem, fostering innovation and expanding the applications of embodied intelligence [4][19]. Group 2: Market Potential and Trends - The toy industry is seen as a fertile ground for AI integration, with significant market potential; the AI toy market in China is expected to exceed 10 billion yuan, with a projected compound annual growth rate of over 70% by 2030 [19][24]. - The success of LABUBU has demonstrated the underappreciated potential of the toy industry, suggesting that AI toys could replicate such success [3][19]. - JD's strategy includes targeting young consumers, particularly the "post-10s" generation, who have a natural affinity for AI interactions [22][24]. Group 3: User Experience and Product Development - JoyInside enhances traditional toys by enabling two-way interactions, allowing toys to remember user interactions and evolve over time [14][16]. - The integration of JoyInside has led to significant improvements in user engagement, with some toys experiencing a 50% increase in conversation duration and a 148% increase in interaction rounds [13][19]. - JD is focused on optimizing user feedback mechanisms based on different age groups, ensuring that toys provide appropriate responses to young children [16][19]. Group 4: Collaboration and Ecosystem Building - JD is open to collaborating with cross-industry players to co-develop products and share trends, leveraging its operational and marketing resources [21][24]. - The company aims to create a comprehensive AI ecosystem that understands consumer needs and preferences, similar to its approach in the 3C electronics market [21][24]. - By positioning itself as a platform provider, JD seeks to redefine its role in the AI toy market and establish a long-term strategic direction [24].