以下文章来源于半导体产业纵横 ，作者九林 半导体产业纵横 . 多元化的半导体产业生态服务平台，立足产业视角，提供及时、专业、深度的前沿洞见、技术速递、趋 势解析，链接产业资源，构建IC生态圈，赋能中国半导体产业，我们一直在路上。 来源丨半导体产业纵横（ID：ICViews） 作者丨九林 图源丨摄图网 AI玩具成了商场的新印钞机。 年轻人的玩具从去年最火的Jellycat，变成了能够自己开口说话的AI玩具。有些人觉得没有用，有些人觉 得只是噱头，但这些都不耽误AI玩具的火爆和赚大钱。在记者走访的多家科技公司中，一位负责人表 第一批卖AI玩具的人，赚麻了 论赚钱，还得是马斯克。 此前，特斯拉机器人动作玩具在官方商店开售，售价40 美元。不到 24 小时，它就被抢购一空，甚至还一 度把网站挤崩了。 这让很多人看到了AI玩具的吸引力。之后，马斯克在社交媒体上点赞了一款中国的AI玩具，能够随着主 人的"变身"辗转腾挪，最终变身成威震天。 在很多人没有意识到的情况下，AI玩具成为了很多人炙手可热的新宠。 字节跳动的一款AI陪伴玩偶也"显眼包"，本来是一款非对外售卖的礼品，因为其内嵌豆包大模型、扣子 专业版等AI技术，能够 ...

Core Insights - AI toys have become a lucrative market, with significant sales and growth potential driven by advancements in AI and embodied intelligence technology [1][3] - The market for AI toys is projected to exceed $30 billion by 2025, with a current market size of $18.1 billion in 2024 and expected to grow to $60 billion by 2033 [3][4] - The demand for AI toys is fueled by their ability to create emotional connections and provide companionship, particularly in the context of rising single-person households and aging populations [3][4] Group 1: Market Dynamics - The first batch of AI toy sellers, including notable figures like Elon Musk, have seen substantial profits, with products selling out rapidly [1] - ByteDance's AI companion toy, originally a non-retail gift, has been resold for as much as 500 yuan on second-hand platforms due to its advanced AI capabilities [3] - The AI toy market is characterized by a wide range of prices, from low-cost DIY options to high-end AI robots priced at 30,000 yuan [13][15] Group 2: Technological Advancements - The core competitiveness of AI toys lies in the chips that enable interaction and emotional computing, with a strong demand for specialized chips for multimodal interaction and AI processing [5][6] - Major chip manufacturers like Espressif, Allwinner, and Rockchip are providing solutions tailored for AI toys, with specific models designed for children's robots and interactive toys [6][8][10] - The integration of AI models into toys is enhancing their capabilities, allowing for real-time voice interaction and emotional recognition [11][13] Group 3: Industry Trends - The AI toy sector is attracting attention from executives of major companies, indicating a growing interest and investment in this market [5] - The emergence of subscription models for AI toys, where users pay for ongoing services, is a new trend that differentiates them from traditional toys [15][16] - Innovative products are being launched, such as AI plush toys and interactive pets, which are quickly selling out and gaining high resale values [16]