ROBAM(SZ:002508) 36氪·2025-12-30 09:26Core Insights - The article discusses the evolution of AI from a tool to a partner in the kitchen, emphasizing the need for AI to create real value in everyday life rather than just demonstrating capabilities [2][6] - The focus is shifting towards vertical applications of AI, particularly in complex environments like kitchens, which have been historically challenging for AI integration [3][5] Group 1: AI in the Kitchen - The kitchen is identified as a high-frequency, non-structured space that presents unique challenges for AI due to its complexity and the subjective nature of cooking [4][5] - The "Shishen" model by Boss Electric is highlighted as an AI cooking partner that learns user preferences and adapts cooking processes accordingly, moving beyond simple tool functionalities [12][13] - By 2025, the "Shishen" model will enhance user experience with features like AI photo analysis of ingredients and real-time voice interaction, making it more user-friendly [14] Group 2: Market Dynamics - The global AI kitchen appliance market is projected to grow from $3.763 billion in 2024 to $5.831 billion by 2031, indicating a strong demand for AI-integrated cooking solutions [18] - Despite the market's growth, there is a disconnect between consumer expectations for smart appliances and the current offerings, with 30% of AI appliances still in basic functionality stages [28][29] Group 3: Boss Electric's Strategy - Boss Electric's approach integrates hardware, algorithms, and content to create a comprehensive cooking experience, distinguishing it from competitors who focus on isolated functionalities [31] - The company has invested significantly in AI cooking technology, holding 9,448 patents, the highest in China related to AI cooking, establishing a strong technical barrier [16] Group 4: Cultural and Emotional Aspects - Cooking is framed as a cultural practice that fosters emotional connections, with AI's role extending beyond efficiency to enhancing relationships within families [18][22] - Initiatives like "National Cooking Day" and collaborations with Michelin chefs aim to democratize high-quality cooking experiences, making them accessible to everyday users [24][23] Group 5: Future Implications - The article posits that as AI becomes more integrated into daily cooking, it could transform kitchens into significant lifestyle hubs, reflecting broader societal changes [36]