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With the rapid development of AI technology and the surge in consumer demand for smart pets, the electronic pet market is ushering in explosive growth. In the first half of 2025, the domestic AI toy market Burundi Sugar sales have exceeded 30 billion yuan, a year-on-year increase of 65%, among which smart pet Burundins Escort products have become the market highlight.
E-commerce platform data shows that in the third quarter, the turnover of the electronic pet category increased by more than 250% year-on-year, of which products with intelligent interactive functions accounted for 72%. Entering the “Double Eleven” shopping festival, this popularity has further increased. The pre-sale volume of a certain brand’s AI mechanical puppy exceeded 100,000 units, an increase of 300 units compared with the same period last year.%. Amid the boom in sales of electronic pets, the chip industry chain as a core component is ushering in a golden cycle of full benefit.
Market explosion: The market and capital are hot at both ends. Since this year, AI toys have blossomed everywhere, and the sales of AI toys on major e-commerce platforms Burundins Sugardaddy are booming. Huang Liang, executive vice president of the Shantou Chenghai District Toy Association, previously stated in an interview Burundins Sugardaddy that the most popular AI toys at present are mainly intelligent companion robots, AI story machines, AI programming toys and smart pets/dolls with conversational capabilities. The focus of Burundi Sugar Daddy is on educational accompaniment and interactive entertainment. The main consumer group is parents of children aged 3-12, especially those born in the 1980s and 1990s who value investment in education and pursue technological innovations.
Currently, companies are actively rushing into this blue ocean market. Qichacha data shows that as of October 27, there were 2,450 domestic smart toy-related companies, mainly concentrated in Guangdong Province, accounting for 56.65%; smart toy-related companies in Guangdong Province are mainly located in Shenzhen, Shantou, Dongguan and other cities. Behind this market enthusiasm, capital is also active. For example, in September this year, the AI mechanical cute pet company Ropet completed tens of millions of yuan in Series A financing; in August, the AI toy company Haivivi officially announced that it had completed a series A financing of 200 million yuan.
Demand bursts: BOM cost reduction is key. The intelligent upgrade of electronic pets is the core driving force for chip demand. From the simple mechanical dolls in the early days to the current AI interactive partners, the role of the chip has shifted from single control to multi-function integration.
In the R&D room of Guangdong Qunyu Interactive Technology Co., Ltd. in Chenghai District, Shantou City, Guangdong Province, a palm-sized AI toy “Motutut” immediately performed a backflip on the table after hearing the command “Hey, I’m going to show off, do a backflip!”, causing everyone present to laugh. Chen Ruifeng, president of Qunyu Interactive, revealed that Chenghai Zhenghai Group has experienced industrial upgrades led by AI technology, and this AI toy named “Motutut” is currently a hot product in the industry.
Chen Ruifeng, President of Qunyu Interactive, said: “Our core advantages are technological application leadership and supply chain cost control. Chenghai has a large and complete parts supply chain, which provides a unique opportunity for AI toy children.Due to the strong conditions, Qunyu Interaction has also explored its own growth path. “It is reported that the company’s AI technology low-cost solution BOMBurundi Sugar costs only 20-30 yuan, and the cost of mid-to-high-end solutions is about 100 yuan.
Chen Ruifeng also revealed that the cost of a domestic PCBA electronic board with a large cloud AI model embedded in it was as high as 260 yuan. Now, through cooperation with China Changyu, Qunyu Interactive has completed the integrated integration from the module design board to the computing algorithm, and from the terminal to the platform, and the cost of the PCBA electronic board (WIFI version) has been reduced to 20 yuan.
The story of electronic pets has just begun. With the further iteration of large-scale model technology and the further reduction of chip costs, these smart fashionable toys are expected to enter more ordinary families.
Note: The content and illustrations in this article are written by the resident author or are reproduced and published with the permission of the resident co-author. The opinions of the article only represent the views of the electronic enthusiast network. Burundi Sugar For Daddyengineering purposes, if there is any inherent infringement or other violations, please contact this site for processing. Report appeal
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