虎嗅APP·2025-09-28 10:56Core Viewpoint - The global robotics market is projected to exceed $1.2 trillion by 2030, indicating a significant growth opportunity despite previous uncertainties in business monetization paths [3][7]. Group 1: Industry Trends - The robotics industry has faced a period of unclear business paths, with companies focusing on long-term value creation rather than immediate financial returns [6][7]. - A shift is expected by 2025, driven by advancements in embodied intelligence and increased investment activity, leading to a more structured ecosystem [8][9]. Group 2: JD's Strategic Positioning - JD has launched its embodied intelligence brand, JoyInside, aiming to become a key player in the robotics market by providing both hardware and software solutions [12][14]. - JoyInside offers a comprehensive solution that integrates hardware, software, and ecosystem support, addressing the technical gaps faced by traditional robotics companies [18][39]. Group 3: AI Toy Market Dynamics - The AI toy market is anticipated to surpass $10 billion by 2030, with a growth rate exceeding 70%, attracting significant interest from major players [21][22]. - JoyInside enhances AI toys by providing intelligent interaction capabilities, making them more appealing to consumers and increasing user engagement [25][27]. Group 4: Competitive Advantages - JD's JoyInside platform leverages its extensive retail experience and data to optimize user interactions and improve the overall customer experience [39][41]. - The integration of JoyInside into various AI products has shown significant improvements in user engagement, with some products experiencing over 120% increase in interaction [31][43].