以下文章来源于智能涌现 ，作者王方玉 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 "大家都感觉到这个赛道的大方向是对的， 但产品形态一直没找到一个最优解。" 文 ｜ 王方玉 编辑 ｜ 苏建勋 来源｜ 智能涌现（ID：AIEmergence） 封面来源 ｜ 视觉中国 AI玩具创业一茬接一茬，但据我们收到的市场反馈，销售侧有些不太乐观。 "目前在售 的 AI 毛 绒玩具，电商退货率在30%-40% 左右。" 多位AI玩具行业相关人士对"智能涌现"坦言，这类玩具产品大多在三四百元价位，同时产品 销售比较依赖平台投流，ROI（投资回报率）不高。 目前只有极少数AI玩具厂商将产品铺设到了线下门店，绝大多数消费者只能从线上渠道购买AI玩具。他们当中，又有相当数量的消费者在体验过新奇后 选择了退货。 从消费者的反馈来看，聊天AI味儿重、响应延迟、产品交互复杂、联网困难问题比较突出，这与想象中"有情感、有性格、有记忆的玩伴"，仍然有距离。 退货率高达40% AI玩具 做好 不 容易 目前市面上主流形态的AI玩具构造非常简单，主要构成是一个毛绒玩具加一个语音对话盒子。如跃然创新推出的BubblePal，亿家 ...

Core Insights - The article highlights the rapid development and integration of AI technologies in various sectors within Guangdong, particularly focusing on consumer electronics like AI smartphones, AI glasses, and AI toys [1][2][4][11]. AI Smartphones - The launch of AI smartphones marks the beginning of an "autonomous driving" era in mobile technology, with significant consumer interest reflected in a survey where over 70% expressed a willingness to purchase AI smartphones [4][5]. - Guangdong produced 683 million smartphones in 2024, accounting for 40% of the national output, with a target to manufacture over 100 large-scale AI-enabled devices by 2027, including 100 million AI smartphones [4][5]. AI Glasses - The AI glasses market is experiencing a surge, with nearly 90% of surveyed consumers showing interest in purchasing AI glasses, making it the highest among all categories [7][11]. - Companies like Huawei and OPPO are actively participating in the "hundred glasses battle," showcasing their AI glasses at international events like CES 2025, indicating a growing competitive landscape [7][8]. AI Toys - There is a rising consumer interest in AI toys, with 88.35% of respondents indicating a high willingness to purchase, particularly for products that offer emotional interaction [11][12]. - Companies in Guangdong are innovating in the AI toy sector, integrating advanced AI functionalities into traditional toys, leading to significant order increases, such as one company reporting over 2 million orders for AI-enabled plush toys [11][12]. Industry Trends - The integration of AI technologies across various consumer electronics is reshaping human-computer interaction, with predictions that AI glasses could eventually perform functions similar to smartphones [6][10]. - The AI toy market is projected to reach a scale of 30 to 40 billion RMB by 2028, indicating substantial growth potential in the emotional companionship segment [12].