GuShiio.com Wen| New Product Strategy Finance, author| Wu Wenwu
Under the AI wave, the concept of humanoid robots has become popular, and AI fun robots have also become popular. However, can AI fun robots priced at more than 10,000 yuan stir up young people?
01 AI fun robot explodes
On the stage of this year’s Spring Festival Gala, Yushu Technology’s humanoid robot danced the yangko dance, igniting the concept craze of humanoid robots. Coupled with the explosion of DeepSeek, the latest companion robot concept exploded.
“New Products Lue Finance” noticed that on February 21, the topic of humanoid companion robot track was completely boiling and hit the hot search list. It once hit the top spot on Baidu’s hot search financial list, triggering market attention and heated discussion on the whole network.
When popular concepts such as humanoid robots, large models, DeepSeek, and AI collide, the concept of companion robots will inevitably be brought to light. Companion robots have a more appropriate nickname: AI fun robots.
Especially in the capital market, humanoid robot concept stocks have continued to ferment recently, driving the stock prices of many related listed companies to skyrocket and rise to daily limit. Companion humanoid robot concept stocks staged a major explosion.
Data showed that on February 20, the companion robot concept stocks collectively changed, and the intraday trading limit of Shuangfei shares and other targets. By the way, consumer goods such as whips, aromatherapy machines, and massage chairs were also labeled as humanoid robots, driving the stock prices of many listed companies to take off.
Today’s AI fun robots have achieved a high degree of simulation of appearance and skin texture, close to the real human body, built-in AI large model, can realize brain-like responses of language and movements, can provide personalized emotional interaction experience, have long-term memory functions, and can also Carry out health monitoring to meet users ‘needs and provide emotional companionship.“”
The concept of companion robots was so popular that it made an adult products company popular. WMDoll, one of the largest sex doll makers in China, expects sales to increase by 30% this year.
It is reported that WMDoll has publicly tested its new AI sex doll product overseas in December last year. It incorporates generative AI models such as ChatGPT and Llama, making it more responsive and interactive.
According to reports, after adding AI functions to silicone dolls, they can retain memories for a long time and have full emotional value. For example, if the user performs better this time than last time, the doll will give praise, and conversely, if the performance is not good, the doll can also provide comfort.
In an interview with the media, the founder of WMDoll said that the feedback WMDoll received was generally good after integrating large language models (LLM, basic technologies of generative AI services such as ChatGPT) into its new anthropomorphic sex toys.
It can be seen that silicone dolls implanted with AI functions can not only meet the user’s physiological needs, but also fill the emotional value and feel full of companionship.
Everything can be AI, and this is why technological progress makes life better!
02 The price exceeds 10,000, can it stir up young people?
The concepts of AI sex robots and AI silicone dolls have become popular, and related products have also emerged. So the next very interesting topic is, can they stir up young people?
First of all, from the perspective of market demand, consumers or users have certain needs, and emotional needs and emotional value needs have always existed.
Whether it is ordinary silicone dolls in the past, current AI fun robots, or even more intelligent AI companion robots with advanced technology in the future, these market demands have always existed.
According to data from the “China Population and Employment Statistical Yearbook 2024”, China’s single population has exceeded the 240 million mark in 2023. It is expected that by the end of 2024, the number of single people in China will gradually approach 300 million, almost equal to the population of the United States. Some media commented: China has officially entered the era of ultra-single.
As the number of single people increases, the single economy is also becoming more and more popular, which of course includes the rise of the wave of emotional consumer products.
Data shows that in 2024, the online GMV of smart sex toys will increase by 67% year-on-year, of which AI interactive categories account for more than 30%, showing the strong market demand for emotional interactive robots.
However, due to social culture, traditional concepts and other reasons, although there is demand for sexual consumption, especially among young people, they do not dare to speak out boldly like consumers in European and American countries. They seem very shy, and most of them are private consumption.
For example, in 2024, a survey of more than 1200 respondents conducted by Tidio in the United States showed that 48% of men and 33% of women were open to robot companions.
The second key issue whether AI sex robots can seduce young people is product prices and charging models. At present, the price of sexy robot products is not low, and it is difficult for most young people to pay for the high price.
It is reported that the price of WMDoll’s new generation AI silicone dolls is between US$1500 and US$2000, or approximately RMB 10880 to 14507.
If you want to experience the AI interactive function, you need to pay a subscription fee of US$100 first, and then recharge your consumption according to your needs. If you suspend the subscription, the product will be just an ordinary silicone doll that cannot speak.
It is reported that this product is expected to be on shelves in China as soon as April. It remains to be seen how the domestic market will respond by then.
At present, the application of AI in the field of adult products is mainly in overseas markets. Most of them are used in adult toys, mold and other products. They are mainly based on dialogue and interaction, and need to chat through App.
Overall, AI silicone dolls or AI fun robots should be a niche product at this stage, or for a long time in the future, and can only stir up some young people who are willing to try it.
03 A billion-level market and the hurdles that need to be overcome
In the past year or two, especially in 2025, more and more information shows that the era of humanoid robots is accelerating. Various humanoid robots are getting closer and closer to us. Many domestic Internet technology giants have entered the humanoid robot track.
For example, on February 11 this year, Yushu Technology put on shelves two humanoid robot products in its official flagship store in Jingdong. The next day, the first order for the G1 humanoid robot, which started at 99,000, was sold out.
The UBixuan humanoid robot entered the BYD factory for the first phase of practical training. The efficiency has doubled and the stability has increased by 30%. It is expected to have large-scale delivery conditions in the second quarter of 2025.
In foreign countries, Tesla’s humanoid robots are also accelerating. Musk clearly stated that the mass production goal of Optimus humanoid robots is to produce 10,000 units in 2025 and begin to be delivered to companies other than Tesla in the second half of 2026. The latest media reports confirm that Apple has also entered the humanoid robot track.
At present, the market has higher expectations for industrial humanoid robots and industrial humanoid robots, and the putting into use of humanoid robots will bring about changes in all aspects. The market generally predicts that 2025 will be the first year of mass production of humanoid robots.
Against the background of the explosion of the concept of humanoid robots, fun robots have also transitioned from biological tools in the past to emotional partners, which has also opened up a market space of hundreds of billions.
According to estimates, the global sex robot market will exceed 30 billion yuan in 2025, of which China accounts for more than 40%. This means that under the future wave of global sex robot development, China companies like WMDoll will be the beneficiaries of the market.
Especially in the international AI fun robot market, players in the China market can take advantage of the market. Relying on China’s industrial chain advantages, especially the rapid update and iteration of AI technology and the rapid application of AI technology, China companies have a very competitive advantage.
However, in the domestic AI fun robot market, although the prospects are promising, there are still many challenges and obstacles that need to be overcome.
At present, the main product form of AI sex robots is similar to AI silicone dolls, and most of their functions are in the market exploration period. The degree of intelligence of the products is unknown to the outside world.
At the level of technology update iteration and technology application, the core functions and technical applications of AI fun robot products will become more and more abundant as technology advances, and the intelligent service experience and product interaction experience will become more and more abundant.
If AI fun robots want to be accepted and used with peace of mind by more users in the future, another key point lies in the protection of users ‘private information.
According to Blue Whale News, the customer service of an established gender product brand said that they have not yet put on shelves products with AI functions because AI voice intercom involves Internet information transmission and risks revealing user privacy. There were previous manufacturers making adult toys that leaked millions of recordings, so this function is not provided now.
If AI sex robots want to win more users, especially the favor of young users, the most difficult and biggest challenges are still traditional concepts and ethical constraints, which require psychological breaking.
Some netizens commented that no matter how realistic a fun robot is, it is still a machine, and its emotional companionship is ultimately not as good as a living person. If you can have your own thoughts and feelings like in science fiction movies, that is true emotional companionship.
The concept of AI fun robots has been hyped up recently. It is just one of the industry areas where the entire market has become popular under the hype of DeepSeek, humanoid robots, AI and other concepts. It will definitely cool down after the hype.
