The Scale of AI Children's Intelligent Toys

With the improvement of family consumption level and the emphasis on children's education, the market scale of AI children's intelligent toys is showing a continuous growth trend, and has formed a multi-dimensional industrial pattern covering production, sales, technology research and development and after-sales service. From the perspective of market size, according to relevant industry reports, the global market size of AI children's intelligent toys exceeded 20 billion US dollars in 2024, and it is expected to maintain a compound annual growth rate of more than 15% in the next five years. Among them, the Asian market, especially the Chinese market, has become the main growth engine. China's huge child population base, the upgrading of consumption concepts of the post-80s and post-90s parents, and the policy support for the intelligent manufacturing industry have jointly promoted the rapid development of the domestic AI children's toy market. In 2024, the market size of China's AI children's intelligent toys reached 50 billion yuan, accounting for nearly a quarter of the global market. From the perspective of product scale, AI children's intelligent toys have formed a rich product matrix covering multiple age groups and multiple functional directions. In terms of age segmentation, there are enlightenment toys for infants aged 0-3, such as AI smart rattles that can play lullabies and recognize colors; educational toys for preschool children aged 3-6, such as AI interactive picture books and smart building blocks; and educational toys for school-age children aged 7-12, such as AI programming robots, smart astronomical telescopes and language learning toys. In terms of function, the products not only cover traditional entertainment functions, but also extend to education, sports, art and other fields. For example, AI smart basketball can record the number of shots, shooting accuracy and movement distance of children, and give professional movement guidance through the connected APP; AI art painting board can recognize the patterns drawn by children, and provide creative inspiration and color matching suggestions. From the perspective of industrial chain scale, the upstream of the AI children's toy industry chain is the supply of core components, including chips, sensors, batteries and AI algorithm modules. With the development of domestic chip technology, the localization rate of core components has been continuously improved, which has reduced the production cost of toys and promoted the expansion of product scale. The midstream is the production and manufacturing link, with a large number of toy manufacturers realizing intelligent transformation, improving production efficiency and product quality through automated assembly lines and intelligent quality inspection systems. The downstream is the sales and after-sales link. In addition to traditional offline channels such as shopping malls and toy stores, e-commerce platforms, live broadcast delivery and community group buying have become important sales channels, expanding the sales scope of products to the national and even global markets. At the same time, the after-sales service system is becoming more and more perfect, including product maintenance, software update and user feedback collection, which provides a strong guarantee for the sustainable development of the market. In addition, the scale of the technology research and development field is also expanding. Major toy companies and technology giants have increased investment in AI toy technology research and development, establishing professional R&D teams to carry out research on key technologies such as voice recognition, image recognition, and intelligent interaction, and continuously launching products with more advanced functions and better user experience. The scale of related talent teams is also growing, covering software development, industrial design, child psychology and other multiple disciplines, providing intellectual support for the development of the industry. In general, the scale of AI children's intelligent toys is expanding in all dimensions, and with the deep integration of technology and education, it will usher in a broader development space.