衡宇 发自 凹非寺 量子位 | 公众号 QbitAI 朋友，你相信光吗？ 在你正式做出回答之前，AI玩具领域已经用行动告诉我们：有人依然相信。 全球首款 迪迦奥特曼AI玩具 正式发售，国产的。 长这样： （没错，最左边背对咱们的是同期发售的赛罗hhh） 就在大家都盯着具身智能、AI眼镜赛道的时候，一位阿里前天猫精灵老兵，选择了一条看起来没那么性感的赛道——AI毛绒玩具。 公司跃然创新，又名Havivi ，一家基于AIGC技术的玩具公司，视玩具为人类从天性出发的最伟大的发明 （没有之一）。 把玩具视为AIGC最佳普及商业机遇的同时，跃然创新又瞧准了中国智能制造的优势。 奥特曼AI玩具是他们刚刚推出的第二款产品。 伴随着这个消息公布的，还有该公司 宣布完成2亿元A轮系列融资 ， 中金资本旗下基金、 红杉中国种子基金 、华山资本等参与领投，资金 将用于公司系列新品的研发、人才梯队建设以及市场渠道拓展。 回顾往昔，跃然创新的第一发产品和迪迦AI玩具迥乎不同： 没有IP加持，没有可爱的外表，没有毛茸茸的手感，甚至不能全天候待机，需要长按进行对话。 但 那款BubblePal从去年6月发售至今，已经卖出了20多万台，成为 ...

第二代AI玩具新品CocoMate本周开售。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 跃然创新（ Haivivi） 日前 完成 2亿元A轮系列融资。本轮融资由中金资本旗 下基金、红杉中国、华山资本、愉悦资本领投，招银国际等共同参投，Brizan Ventures 等老股东 持续加注。质变资本担任独家财务顾问。募集资金将用于公司系列新品的研发、人才梯队建设以及市 场渠道拓展。 跃然创新融合创新科技和优质 IP，致力于打造一个玩具总动员的世界，让玩具"活"起来。 2024年6 月，其率先将大模型引入玩具领域，推出全球首款AI玩具 BubblePal，定义了AI玩具品类 。该产品 支持角色扮演、多语言对话、 AI故事共创、长期记忆等一系列功能，并运用最新AI技术，从音色、 世界观、性格习性等维度还原了数十个经典IP角色。在技术层面，跃然创新开创性运用多智能体交互 设计，使AI玩具拥有长期记忆与自适应学习能力、情感识别与交互能力。在回应孩子奇思妙想的同 时，还可以给予其贴心的情感陪伴。 值得一提的是， 凭借敏锐的用户洞察和创新的产品设计， Bu ...

Core Viewpoint - The AI toy market is experiencing significant growth, driven by a surge of new companies entering the space, focusing on emotional value and user engagement rather than just technological capabilities [6][8][21] Group 1: Market Dynamics - The AI toy sector has seen over 30 emerging companies, with products designed to cater to both children and adults, reflecting a diverse range of user needs [6][8] - The market is characterized by a low entry barrier for consumers, allowing for a variety of products that fulfill different emotional and psychological needs [8][20] - The success of AI toys will depend on achieving significant sales volumes, with a benchmark of 100,000 units being crucial for establishing a product as a market leader [8][19] Group 2: Key Players and Products - Notable companies include Mengyou Intelligent, which launched the Ropet AI toy, and Luobo Intelligent, which introduced the Fuzozo, both targeting female consumers [6][12] - Ropet has achieved significant crowdfunding success in Japan, raising 26 million yen on its first day, while Fuzozo has gained traction in China through effective marketing strategies [12][13] - The products differ in their interaction capabilities, with Fuzozo utilizing a multimodal model for language interaction, while Ropet focuses on non-verbal responses to enhance user experience [13][14] Group 3: Consumer Insights - The primary purchasing motivation for consumers is the aesthetic appeal of the toys, particularly among female users, indicating a strong link between product design and consumer engagement [14][20] - The emotional value created by AI toys is paramount, with companies exploring various approaches to meet the emotional and psychological needs of users [20][21] - The market is still evolving, with opportunities for new entrants to address unmet needs, particularly in areas like mental health and emotional support [20][21] Group 4: Future Trends - The AI toy industry is expected to continue diversifying, with products aimed at both emotional companionship and practical applications in mental health [20][21] - Companies are leveraging advanced AI technologies to enhance user interaction and product functionality, which will be critical for long-term success [19][20] - The competition is intensifying as larger companies like Pop Mart enter the market, potentially reshaping the landscape of AI toys [8][21]