以下文章来源于爱冲浪APP ，作者黄思语 爱冲浪APP . 热门AI产品与应用，交流与评测社区 作者｜黄思语 编辑｜陈伊凡 制图｜康慧琪 北京时间1月8日一大早，虎嗅的镜头对准了2026 CES现场。这场跨国直播，除了探访CES现场的亮 点展台，也特别邀请了几位身处一线的投资人与创业者，一同探讨今年CES的一些明显判断与趋势。 在交流与现场探展中，一个共识越来越清晰：泡沫在收缩、机器人在变小、中国供应链的优势（所 谓"东升西落"）愈发凸显。 AI陪伴依然很热，具身智能依旧百花齐放，但一切讨论的落点，都悄然转向了更现实的商业化与具 体场景。 判断1：泡沫收缩、具身下沉、机 器人的ChatGPT时刻来了一半 韦豪创芯王智直言，今年CES最明显的感受是"泡沫收缩"，企业不再沉迷"一个机器人解决所有问 题"的宏大叙事，转而聚焦垂直场景求生"。 收缩体现在两个方向： 形态上"不做人形做专精"：越来越多公司放弃通用人形路线，转向解决垂直场景问题，如实验场 景的轮式机械臂、叠衣服的机械手。 策略上"小型化、低成本"：2025年下半年起，万元以下的家居机器人开始出现。例如维他动力推 出的全球首款无遥控器家居机器狗，傅利叶也重 ...

Group 1 - The core viewpoint of the article emphasizes the growth potential of the pet economy, which has a total market value of 300.2 billion, with urban pet owners expected to reach 76.89 million by 2024 and the total number of pets in China reaching 124 million [2] - The speaker, Jia Wei, highlights the importance of emotional value in the post-industrial era, contrasting it with the functional value of the industrial era, suggesting that businesses in the pet economy should aim to be either the leader or the unique player in their niche [2] - Jia Wei advocates for a user-centered approach in the pet industry, focusing on achieving a synergy between category, product, and brand to create a flywheel effect that leads to becoming a category champion [2] Group 2 - Jia Wei introduces the concept of "two strengths and one heart" in the pet economy, where "scene strength" refers to the need to focus on various scenarios such as travel, personal care, entertainment, home, and healthcare, leading to category differentiation [3] - The second strength, "technology strength," emphasizes the role of technology in enhancing the human-pet relationship, such as through pet companion robots that provide various functionalities and help build a pet ecosystem [3] - The "heart" aspect signifies the emotional connection in the pet industry, which is described as a healing economy, where the ultimate goal is to manage the emotional contract between humans and animals, indicating that the more love invested, the more developed the industry becomes [3]

Core Insights - The AI companionship hardware market is rapidly growing, with significant investments and innovations, particularly in AI toys, which are becoming the fastest-growing category in this sector [1][3][5] - Despite the growth, there are challenges such as high prices, consumer dissatisfaction, and the need for sustainable profit models [1][2][3] - The market is witnessing a shift from wearable AI devices to AI toys, with sales figures indicating a substantial increase in demand [5][6][9] Industry Overview - As of early 2025, there are approximately 117 companies involved in AI hardware, with around 70% based in China [3] - The global smart companionship market is projected to reach $28.19 billion in 2024, with a compound annual growth rate of 30.8% from 2025 to 2030 [3] - AI toys are experiencing a sales surge, with platforms like JD reporting a sixfold increase in sales in the first half of 2025 [5][6] Company Developments - Finnish company Oura raised $200 million in Series D funding, achieving a valuation of $5.2 billion and annual sales of $500 million [1] - Domestic company Yue Ran Innovation's AI toy BubblePal sold 250,000 units in under a year, generating over $10 million in revenue [1][5] - Major tech companies are investing heavily in AI companionship hardware, with OpenAI acquiring a startup for $6.5 billion and ByteDance developing AI toys [4][5] Market Dynamics - The cost of AI toy components is low, with chips costing between $1 to $3, allowing for high profit margins [7][9] - The AI companionship software market is also evolving, with a decline in popularity for certain applications and a shift towards more practical uses [15][17] - The market is becoming saturated, leading to a survival of the fittest scenario where larger companies dominate while smaller firms struggle [21][24] Future Trends - The AI companionship sector is diversifying into four main areas: educational companionship, elderly companionship, household assistance, and medical companionship [10][11] - The educational AI companionship market is particularly crowded, with over 20 products currently available [12] - There is a growing trend towards integrating adult content and practical applications in AI companionship software to attract users [18][19][27]

Core Viewpoint - The pet smart products market is rapidly expanding, driven by evolving consumer needs for enhanced pet care, emotional companionship, and health monitoring, creating new investment opportunities in the industry [7][13][15]. Group 1: Market Trends and Consumer Behavior - Smart pet products are increasingly entering households, with features like automatic feeders and health monitoring systems gaining popularity among pet owners [7]. - The new generation of pet owners is shifting their focus from merely feeding pets to providing emotional companionship and quality living, which opens up more opportunities for smart pet products [13]. - Companies are recognizing the need to adapt their products to meet the specific demands of different pet types, such as reptiles and birds, indicating a trend towards personalized pet care solutions [15]. Group 2: Company Innovations and Developments - Pet smart companies like Peterton are innovating by integrating air purification technologies into their products to address common issues like odor control in pet environments [8][9]. - Enabot is developing interactive pet companion robots that allow for remote interaction and monitoring, enhancing the emotional connection between pets and their owners [11][12]. - Companies are focusing on building a complete ecosystem of pet care products, moving from single product sales to interconnected solutions that provide comprehensive health and wellness services for pets [15][16]. Group 3: International Market Expansion - Enabot has successfully expanded its user base to over 1 million globally, with 60% of its revenue coming from international markets, highlighting the potential for overseas growth [17]. - Companies are adapting their products for different international markets by considering local consumer preferences and environmental conditions, such as humidity control in Southeast Asia [17].