The artificial intelligence toy market is experiencing explosive growth and becoming a popular field for the application of large-scale model technology. Many companies have made arrangements to promote the rapid expansion of the market size and attract a large amount of capital to influx. Market research institutions predict that the AI toy market will maintain rapid growth in the next few years, which indicates huge market potential and business opportunities.
With the rapid development of artificial intelligence technology, AI toys are rapidly becoming a highly-watched emerging market. Industry insiders generally believe that AI toys are one of the ideal implementation scenarios for big model technology on the hardware side. Many listed companies are stepping up their layout in this blue ocean market, promoting the vigorous development of AI toys.
Market research firm Research and Markets predicts that the global AI toy market size will grow from approximately US$8.7 billion in 2022 to US$35.11 billion in 2030, with an annual compound growth rate of more than 16%. This huge growth potential has attracted the attention of many companies and capital.
At present, a number of popular AI toy products have emerged on the market. For example, the Magicbox launched by toy company FoloToy can integrate multiple large models to give dialogue capabilities to traditional toys. The BubblePal smart pendant toy, founded by Haivivi, a former partner of Tmall Elf, has also become popular because of its unique AIGC dialogue and interaction function. The successful launch of these products shows that the market has a huge potential demand for AI trendy toy products.
The market response also confirms this. It is reported that in less than a month after BubblePal was launched, the number of devices activated exceeded 10,000 units, and FoloToy's Magicbox has accumulated shipments of nearly 20,000 units. These data clearly show the strong demand for AI toys from consumers.
In 2025, production enterprises and capital continue to pour into the track. Toy listed company Aofei Entertainment recently launched AI toys with Pleasant Goat IP, driving the company's stock to continue to rise since early January. Although the AI toy big model solution released by Guanghetong, a wireless communication solution company, has not yet formed actual revenue, it has also stimulated the enthusiasm for investment in the secondary market, causing its stock price to rise continuously, and triggered abnormal fluctuations in stock trading in the company. announcement.
A research report by China Merchants Securities on January 15 pointed out that the continuous upgrade of large-scale model capabilities is accelerating the combination of AI and trendy toys in companion scenes. Representative products listed in the research report, including Yueran Innovation BubblePal, ByteDance's "conspicuous package" and the AI machine pet Moflin launched by Casio and startups, have achieved market performance far exceeding expectations, fully reflecting the AI trend. The market potential of play products.
The rapid development of the AI toy market shows that consumers have growing demand for toys with intelligent interactive features and companionship attributes. With the continuous advancement of technology and continuous innovation of products, the AI toy market is expected to usher in more vigorous development in the next few years.
In short, the AI toy market has broad prospects, and its development speed and market potential are obvious to all. In the future, with the continuous maturity of technology and the expansion of application scenarios, AI toys will be more intelligent and personalized, bringing consumers a richer entertainment and companionship experience.