文｜执牛耳传媒 从产业基础看，AI 玩具凭借场景多元、客群广泛、产业链成熟等优势，早已成为 AI 技术落地最快的消 费终端之一，被行业各方寄予厚望；从市场动态看，资本端融资频现、投资热度飙升，产品端众筹和销 售额破千万案例激增，种种迹象都表明，"IP+AI"的消费爆发临界点正加速到来。 在AI玩具受到广泛欢迎的当下，不少业者和行业分析人士，开始将AI玩具与泡泡玛特进行比较，希望 尽快出现AI玩具赛道上的"泡泡玛特"。 综合来看，AI 玩具在当前消费市场中展现出的发展潜力和独特的竞争优势，其与泡泡玛特在 IP 运营、 消费心理满足等方面，的确存在一定的相似性，且市场前景广阔，使其具备在未来取得类似商业成功的 可能性。但AI 玩具要成为"下一个泡泡玛特"，仍面临诸多挑战和不确定性。 前景虽然看似光明，但AI玩具毕竟是新生事物，发展之路尚长。在AI玩具市场与潮玩市场都备受瞩目 时，泡泡玛特作为潮玩行业的领军者，已打造出成熟且成功的商业范式。本文将聚焦AI玩具厂商最应 向泡泡玛特学习的核心战略：构建强大IP矩阵与精细化用户运营生态。 爆红的AI玩具 近两年，AI 玩具市场热闹非凡。国内外知名厂商纷纷入局： 电商平台上 ...

据不完全统计， 2024年至今，国内AI玩具赛道已有27家创业公司获得融资 ，其中6家融资超1亿元，IDG资本、红杉中国、高瓴创投、与字节跳动关 联的锦秋基金等均参投。 当下，火成社交货币的LABUBU，正刺激着一大批AI玩具创业者的野心：让LABUBU们动起来！ 他们是这样想的： AI玩具几乎是技术和资金门槛最低的AI应用赛道。 这些初创公司背靠华强北、汕头澄海、义乌等智能硬件和玩具生产基地和供应 链，日渐成熟的大模型让技术实现变得不再遥不可及。 他们当中的很多人来自大厂。近2年时间，天猫精灵合伙人李勇创办了跃然创新，美团前副总裁包塔创立了奇点灵智，小鹏机器人产品设计原负责人孙 兆治成立了珞博智能。一些传统玩具制造商也想分一杯羹。 很快，AI玩具这个新概念下的产品相继亮相：FoloToy为字节跳动定制的内部礼品"显眼包"在二手平台被炒至数百元。跃然创新的玩具挂件BubblePal 累计销量达25万台。珞博智能首款AI毛绒挂件芙崽Fuzozo6月18日上线预售，全渠道销量约5000个。 这些明星产品的销量和市场反馈，牵动着华强北厂家的神经。一旦感知到某种确定性，有的工厂就敢对品牌放话：已实现"公版公模"（开模 ...

Core Insights - The AI toy market is experiencing significant growth, with companies like Haivivi and FoloToy reporting impressive sales figures, indicating a shift from skepticism to acceptance of AI toys as a legitimate market segment [1][4][5] - The industry is witnessing a surge in investment, with at least 27 financing events recorded in 2024, including several multi-million dollar rounds, highlighting the increasing interest from investors [3][4] - AI toys are characterized by their ability to provide personalized interactions through advanced technologies such as multi-modal interaction and emotional analysis, setting them apart from traditional toys [5][6] Company Highlights - Haivivi's BubblePal has sold over 250,000 units since its launch, generating sales exceeding 100 million yuan [1] - FoloToy aims to sell 300,000 units this year, significantly increasing its sales target compared to the previous year [1] - Companies like Lobo Intelligent and Bepei Technology have also secured significant funding, indicating a robust investment landscape in the AI toy sector [2][3] Market Dynamics - The AI toy market is categorized into various segments, including smart pendants, interactive dolls, and robotic toys, each offering unique features and price points [5][10] - The price range for AI toys varies widely, with simpler models priced under 500 yuan and advanced robotic toys reaching several thousand yuan [10][11] - The market is primarily driven by children's products, but there is growing potential in emotional companionship toys targeting adults and seniors [11][14] Investment Trends - The AI toy sector has seen a mix of traditional toy manufacturers and tech startups entering the market, with established companies leveraging their IP to create AI-enhanced products [6][16] - Notable investments include Haivivi's partnerships with various venture capital firms and the strategic collaborations between traditional toy companies and tech firms [4][6][16] - The trend of integrating popular IPs into AI toys is gaining traction, with companies like FoloToy and Haivivi exploring collaborations with well-known brands to enhance market appeal [15][16] Future Outlook - The development of AI toys is expected to accelerate as technology costs decrease, allowing for more innovative products that can engage users on a deeper emotional level [14][21] - The potential for creating new IPs within the AI toy space is significant, with companies exploring unique designs and narratives to attract consumers [18][21] - As the market matures, the emergence of iconic brands similar to LABUBU is anticipated, driven by the intersection of technology and creative product design [21]

文｜第一新声 琳玉 深夜10点，当你敲完方案的最后一行字，合上电脑时习惯性地看向办公桌角落，一只圆滚滚的AI宠物正眨巴着困倦的眼睛望着你，当你轻抚它的脑袋， 小家伙随即发出"呼呼"声，而你则可以感受到毛茸茸的触感和37度的体温…… 甚至，在人工智能技术的加持下，AI宠物们通过多传感系统，可以感知环境、识别人的语言和情绪，并对主人的触摸、语言、甚至是面部表情作出回 应。 如今，这种高度智能化的陪伴在让用户感到新奇的同时，也催生出巨大的市场，受到VC们的高度关注。 根据ARK invest的数据和预测，2023年全球AI陪伴市场规模约为3000万美元，基准情形和乐观情形下，2030年全球AI陪伴市场规模有望增至700-1500亿美 元，年复合增长率将达200%-236%。 近期，在AI行业一直出手谨慎的朱啸虎也入局了AI宠物行业。资本涌入、创业者扎堆，用户甘愿付费——AI伴宠为何能让VC和消费者集体"上头"？ 01、爆火的AI宠物，与上头的消费者 近年来，潮玩市场展现出惊人的增长活力，成为全球最具潜力的消费领域之一。 曾打造多个现象级产品的泡泡玛特，从2024年起到近期一路高歌猛进。其股价从2024年年初的273 ...

Group 1: Industry Trends - The "2025 High-Quality Consumption Brand TOP100" initiative focuses on nine key sectors including beauty economy, sports and outdoor, food and health, smart consumer electronics, pet economy, experience economy, interest consumption, cross-border expansion, and consumption technology [2] - AI and hardware integration is emerging as a significant trend across various sectors, with companies launching AI-enabled products that are breaking traditional market boundaries [2][3] - The global AI hardware market is witnessing rapid growth, with notable products like AI recorders and AI glasses gaining traction [3][5] Group 2: AI Hardware Developments - The AI recorder Plaud Note has achieved significant success, with nearly 700,000 units shipped globally and an annual revenue of $100 million, reflecting a tenfold growth over two years [5][11] - AI glasses are becoming increasingly popular, with companies like Thunderbird and Rokid announcing new products that leverage AI for enhanced user experiences [7][8] - AI technology is enhancing the functionality of household appliances, with smart kitchen devices seeing over 30% sales growth in 2024 [20][21] Group 3: Consumer Insights - A survey indicated that over 30% of consumers are motivated to purchase products that incorporate AI technology, with more than half feeling a sense of upgrade when encountering AI-enabled Chinese brands [22] - The integration of AI in household appliances is shifting the industry from passive response to proactive service, creating interconnected smart home ecosystems [22][23]

Group 1 - The core concept of AI toys is evolving from traditional children's toys to intelligent interactive systems that cater to all age groups, providing companionship and emotional support [2][5] - AI toys are defined as products that integrate artificial intelligence to create interactive, personalized experiences, moving beyond simple entertainment [3][4] - The technology stack supporting AI toys includes voice recognition, natural language processing, computer vision, emotional computing, and continuous learning capabilities [20][21][24] Group 2 - AI toys are expanding their application scenarios from children's education to emotional companionship for adults and elderly care, reflecting a trend towards diverse user needs [7][11][14] - For children, AI toys focus on language development, behavior intervention, and emotional support, with a shift towards interactive and dynamic learning experiences [9][10] - For adults, AI toys serve as digital companions to alleviate loneliness and stress, with features that promote emotional interaction and relaxation [12][13] Group 3 - The competitive landscape for AI toys is characterized by a mix of tech giants and innovative startups, with a focus on cross-industry integration and ecosystem development [32][33] - In the global market, major tech companies are exploring AI toy capabilities through ecosystem partnerships, while startups emphasize emotional interaction and educational value [34][35] - The Chinese market is rapidly developing AI toys, driven by strong hardware manufacturing capabilities and a large consumer base, with a focus on content-driven innovation [37][38] Group 4 - Recent investment trends indicate a growing interest in AI toys as a potential application of AI technology, with over 40 financing events and a total of over $1 billion in funding in 2024 [47][48] - Investors are increasingly looking for projects that combine AI capabilities, user retention, and emotional value, reflecting a shift in evaluation criteria compared to traditional consumer electronics [52][68] - The future of AI toys is seen as a key entry point for AI technology into everyday life, with potential for significant market growth as technology and user understanding evolve [64][72]

以"美好生活·深圳创造"为主题的深圳展区位于13号馆"粤港澳大湾区文化产业创新展"，凭借沉浸式互 动体验和前沿科技应用，吸引众多观众驻足打卡，成为本届文博会上必打卡的景点之一。 今年，主展区设置人工智能、数字创意、文化旅游、天桥秀场四大板块，并且联动南山区同时精心打造 12个特色分会场，包括华侨城创意文化园、南头古城、华强方特集团等知名文化地标。 另外，在智能可穿戴设备区展出的实时翻译耳机支持多语言互译，准确率高达98%；智能影像区则通过 AI无人机和XR技术，让观众体验"微短剧主角"的拍摄乐趣。智能玩具乐园展区集中展示了云天励飞"噜 咔博士"AI视觉玩具、跃然创新"BubblePal"智能对话球等创新产品，通过视觉识别和语音交互技术为儿 童提供寓教于乐的智能体验。 模特与机器人一起走秀 本次，深圳展区推出"赛博时尚巡游"，在现场设置了"天桥秀场"，让科技与时尚的跨界融合成为亮点。 通过真人模特身着深圳品牌、文创服装，让模特和机器人共同完成特定动作，展示服装和科技的完美结 合。展区还特别增设"微短剧观影区"，市民可在此驻足欣赏前沿科技与文化创意结合的微短剧作品，感 受数字叙事的独特魅力。现场还特别设立了"游戏 ...

Core Insights - The Chinese AI toy industry is undergoing a transformation from "manufacturing" to "intelligent manufacturing," driven by innovations in emotional computing and multimodal interaction, exemplified by ByteDance's AI plush toy "Xianyan Bag" [1][15] - The industry is experiencing three explosive growth points: the rising demand for STEAM educational tools, the deep application of emotional companion toys in special education, and the acceleration of innovations for elderly care robots [1][15] - By 2025, the market size of China's AI toy industry is expected to exceed 30 billion yuan [1][15] Industry Overview - AI toys are defined as intelligent terminal products that integrate AI technologies such as voice recognition, natural language processing, machine learning, computer vision, and emotional computing, enabling deep interaction and personalized services [2][4] - The main categories of AI toys include voice interaction, computer vision, machine learning, and emotional computing, with educational toys holding the largest market share [4][5] Policy Environment - The Chinese government has launched the "Artificial Intelligence +" action plan, emphasizing the integration of AI technology with traditional industries and new business formats, creating a favorable environment for the AI toy industry [7][9] - Specific policies in Beijing support the development and application of intelligent educational equipment, providing clear guidance for the AI toy sector [7][9] Industry Chain - The AI toy industry chain consists of three levels: upstream focusing on core technologies and content, midstream involving design and manufacturing, and downstream building a comprehensive marketing network [10] - The industry is characterized by a "technology-product-scenario" linkage, with efficient production supported by industrial clusters in Guangdong and Zhejiang [10] Market Dynamics - The global AI toy market reached $13.25 billion in 2023, with expectations to exceed $36.38 billion by 2030, driven by technological innovation and consumer upgrades [13] - The Chinese AI toy market is evolving into a three-dimensional development pattern dominated by educational products, innovative entertainment, and upgraded companionship [17] Competitive Landscape - The AI toy market in China exhibits a "pyramid" structure, with top-tier companies like UBTECH and ByteDance leading the high-end market, while traditional players like Aofei Entertainment and Tom Cat dominate the mid-tier [19] - Emerging companies are carving out niches in emotional companionship and STEAM education, reflecting the diverse competitive landscape [19] Future Trends - The industry is expected to see accelerated product innovation and market segmentation, with a focus on integrating new technologies like AIGC and the metaverse [24][25] - The market for elderly care products is projected to exceed 5 billion yuan by 2025, indicating a growing focus on specialized applications [25] - A significant industry consolidation is anticipated, with major players extending their reach into hardware and technology through acquisitions and partnerships [26]

随着大模型技术向终端设备的深度渗透，广东正掀起一场"智能随身化"的革命——从可穿戴设备到移动 终端，从生活服务到情感交互，在这片创新热土上，科技企业通过算法轻量化、场景颗粒化改造，让 AI端侧应用逐渐突破技术想象力的边界，重新定义人机协作的可能。 当今年初DeepSeek技术引发现象级应用热潮，2025年《政府工作报告》进一步明确持续推进"人工智能 ＋"行动，第一经济大省广东早已挑起大梁，推进"人工智能+"应用场景建设。从小生意到大产业，从政 务办事到生活消费，从消费者到科技从业者，广东正在以全产业链协同发展的姿态，书写着AI赋能千 行百业的经济发展"强心剂"样本。 当万亿级算力池托起大湾区"最强大脑"，当"百万英才计划"构筑起人才磁场，当"模型研发比拼"走 向"应用落地角逐"，这片改革开放的热土正以硬核创新为锚点，以应用场景为支点，撬动人工智能与实 体经济深度融合的无限可能。本系列报道带您走进市井商铺与政务服务中心，走进实验室与产业带，见 证技术普惠如何重塑发展信心，感知岭南大地跃动的人工智能脉搏。 第四期，感受火热的AI消费，看粤企在如何在手机、眼镜和玩具等消费终端中，加速布局AI智能体。 唤醒手机，一杯 ...

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 ...