AI is injecting new vitality into the toy industry. In 2024, the global AI toy market size has surpassed 35 billion USD (approximately 250 billion RMB), and it is expected to grow at a rapid compound annual growth rate of 32.5% from 2025 to 2030. As “happy growth + educational enlightenment” becomes a necessity for parents, from AI programming robots to emotional companion plush toys, from popular science toys to interactive trendy toys derived from IP, the market for AI toys is already diverse, with each product precisely matching children’s joyful growth and enlightenment companionship needs.
Relying on AI algorithms and the personification of playful IP, these toys can achieve realistic interaction and adaptive teaching, allowing children to explore knowledge and unleash their nature in an immersive experience. Whether it is a programming car that exercises logical thinking, or a plush companion that can tell stories and sing nursery rhymes, or interactive dolls combined with classic animated IP, their core competitiveness lies in “creating valuable growth companionship.” Tech toys attract fans with hardcore functions, while IP-derived toys break through with emotional memories, each product in different tracks has its highlights.
However, in this trillion-dollar blue ocean, those who can continue to lead must deeply understand children’s psychology, making products that not only allow AI to “interact” but also “understand growth.” The competition in the AI toy market has just begun, and we will see who can become the “navigator” in the field of children’s growth companionship in the future.