Industry News
From "Igniter" to "Screen": The Harsh Coming-of-Age Ceremony That the AI Toy Industry Is Going Through
Looking back at the rapid development of AI toys over the past two years, the real engine that truly propelled the industry from 0 to 1 was not the brands in the spotlight, nor the channel providers with huge funds, but
The vacuum after shipment: When AI toys have overcome the hurdle of "can they be made", they fall short in the aspect of "are they worth keeping"
During this period, I have closely examined a batch of AI toy projects that are currently in the process of being developed. They are no longer the shiny "perfect specimens" in the display cases that remain stuck at the
The Brain Inside the Shell: When AI Toys Become the "Hosts" of Heterogeneous Thinking
Recently, I spent a lot of time immersed in the ocean of AI toys. At first, I thought I was merely observing the iteration of a new category, but the longer I looked, the stronger the sense of incongruity became. These p
The Controversy of Emotional Entry Points: When AI Toys No Longer Just Toys, But Become Your First Emotional Response
Recently, reports about several newly launched AI toys have caught my attention. MOMOTOY, Unee, Blinkko, and Ludens - these four products have distinct forms and very different business logic. On one side, MOMOTOY, which
Reverse Creation: Three Hours, From Chaos to Clarity - A "Subtraction Surgery" on AI Toys
In the minds of most people, the birth of an AI toy follows a linear and "engineering-oriented" path: inspiration strikes, sketches are drawn, a large model is connected, prototyping is tested, and finally, mass producti
Decoding the "black box" of AI toys: Beyond the technological allure, it is only these four variables that determine life and death
In the current AI toy investment circle, a highly ironic phenomenon is unfolding. We witness many ambitious projects: they have top-notch algorithm teams, integrate the most advanced large models, and have an endless lis
The paradox of creation: When AI toys are trapped in the binary choice between "intellectual property" and "product", the true winner lies in "creating life"
"Should we start with creating the IP or the product when making AI toys? This is probably the question I have been asked the most recently. Interestingly, almost every questioner, whether they are factory owners with su
The knockout stage has arrived: As AI toys shift from being "reasonably priced" to "unprofitable to sell"
In 2025, AI toys were a "anyone could say a few words" industry. In the Huaqiangbei area of Shenzhen, the entrepreneurship park in Hangzhou, and even in coffee shops in Beijing, the narratives about AI toys were rampant.
While the product side is still in the process of refinement, the channel side has quietly reaped the first wave of benefits from AI toys
In the current AI toy industry, whether in coffee shops or in the meeting rooms of investment institutions, the same question is repeatedly raised: "Where is the breakthrough point for AI toys? When will a phenomenon-lev
From "Audio Illusions" to "Touchable Life": When AI Toys Can Simulate Heartbeats, Who Cares How Smart They Are?
During that period, I fell into a kind of professional burnout. The desk was piled high with various AI toy samples. I was like a strict examiner, conversing with them day after day. They did become increasingly intellig
Bid farewell to "mobile phone thinking": As AI hardware evolves from a "convenient tool" to a "preferred role"
If we still apply the deeply ingrained "mobile phone thinking" from the past two decades to this current wave of AI hardware, especially those various forms of AI companions, AI toys, and emotional hardware, we are very
From "Silicon Body" to "Digital Soul": In 2026, AI Toys Clash for the Summit of "Character Design"
Looking back at the rapid development of AI toys over the past two years, the inertia trajectory from focusing on hardware to concentrating on computing power is still clearly visible. Initially, the industry was immerse
AI toys are undergoing a harsh process of "eliminating the false and preserving the true"
Recently, the question that I was asked most frequently was like a persistent curse: "Should we enter this AI toy market now?". Initially, when faced with this question full of longing and anxiety, I even had a moment of
When the artificial intelligence toys lose their clamor, a brutal selection battle over "relationships" has already begun
If judged solely by the volume of public opinion, the AI toy industry seems to be experiencing a post-winter cold spell in the past few months. Looking back a year ago, it was a completely different scene: at various tra
When AI toys evolve from "adorable ornaments" to "spiritual substitutes"
Over the past two years, the AI toy sector has been extremely popular, with a flood of capital and a continuous stream of products. However, beneath this prosperous appearance lies an extremely high failure rate. We have
When the allure of AI toys fades away, who is swimming naked? Who is building the fortress?
If you are still in the meeting room today in 2026, seriously arguing whether "AI toys are a trend or not", then I'm sorry to say that you might have missed the last chance to board the ship. The actual temperature of th