内容来源：https://www.technologyreview.com/2025/10/07/1125191/ai-toys-in-china/

内容总结：

近年来，搭载人工智能技术的玩具在中国市场迅速走红，并开始登陆欧美市场。这类产品通过内置聊天机器人和语音助手，让传统毛绒玩具具备对话功能，正在全球玩具行业掀起新浪潮。

中国市场已成为AI玩具发展的热土。据深圳玩具行业协会与京东联合预测，到2030年该领域市场规模将突破千亿元人民币。企查猫数据显示，截至2025年10月，中国已有超过1500家AI玩具企业。其中，海薇薇公司推出的"泡泡伙伴"产品可通过夹扣装置让普通玩偶开口说话，上市一年销量达20万台，目前已在美加英等国销售。另一初创企业浮乐玩具则推出可定制语音的智能玩偶，其2025年首季度销量已接近去年全年总和。

行业分析指出，中国AI玩具的蓬勃发展得益于数十年儿童电子教育产品的技术积累。从上世纪90年代步步高等品牌的电子词典、学习机，到如今融合大语言模型的智能玩具，中国企业始终专注于儿童电子产品的研发创新。

面对这片蓝海，国际玩具巨头正积极布局。美国玩具企业美泰宣布与OpenAI合作，计划年内推出搭载对话AI的芭比等品牌产品。音乐人格莱姆斯也参与开发了能适应儿童个性的聊天毛绒玩具。

不过市场反馈呈现两极分化。支持者认为这类产品无需屏幕且设有家长控制功能，但部分用户指出其存在响应延迟、交互生硬等问题。有北京家长反映，孩子因产品对话冗长、识别不准很快失去兴趣，最终将玩具转售二手平台。

随着全球市场竞争加剧，AI玩具在提升技术成熟度与用户体验方面仍面临挑战。如何让智能玩具真正成为孩子们的良伴，而非短暂的新奇玩物，将成为行业发展的关键课题。

中文翻译：

人工智能玩具正在中国掀起热潮，如今也悄然登陆美国市场。随着美泰与OpenAI宣布将于年内推出儿童AI产品，这场竞争正日趋白热化。

孩子们向来喜欢抱着毛绒玩具自言自语，而如今，借助搭载聊天机器人和语音助手的智能玩具，这些玩偶竟能开口回应。这股风潮在中国尤为盛行：深圳玩具行业协会与京东近期联合发布的报告预测，到2030年该领域市场规模将突破千亿元人民币，增速远超其他消费级AI分支。企查猫数据显示，截至2025年10月，中国活跃的AI玩具企业已超1500家。

最新入局的泡泡伙伴（BubblePal）堪称市场新宠。这款乒乓球大小的设备可夹在儿童心爱的毛绒玩具上实现"对话"。配套手机应用允许家长在39个角色间切换，从迪士尼艾莎到国产经典哪吒应有尽有。由中国公司海薇薇研发的这款产品售价149美元，依托深度求索大模型驱动，自去年夏季上市以来已售出20万台。

另一些企业则选择差异化路线。初创公司浮乐玩具（FoloToy）推出的智能玩偶支持声音定制，家长可通过训练让玩具熊、兔子或仙人掌玩偶模仿自己的语音模式。2025年第一季度，其AI毛绒玩具销量突破2万件，几乎追平2024年全年业绩，今年预计将实现30万台销量。

中国AI玩具厂商的野心早已超越国界。泡泡伙伴于2024年12月登陆美国，现已进入加拿大和英国市场。浮乐玩具则已销往美英加、巴西、德国、泰国等十余国。AlphaWatch.AI科技分析师马睿指出，中国成熟的儿童教育电子产品生态为AI玩具提供了天然土壤，这种市场基础在全球范围内并不多见。浮乐玩具CEO孔渺渺向白鲸出海表示，在海外市场目前主要吸引的是"对AI充满好奇的早期用户"。

中国AI玩具的爆发得益于数十年儿童电子产品的积淀。早在上世纪90年代，步步高等企业便通过电子词典、"学习机"等产品打开市场。这些兼具玩具属性的电子设备能朗读课文、讲述互动故事、模拟玩伴角色。

然而竞争正在加剧——美国企业已开始研发销售AI玩具。音乐人格莱姆斯参与开发的格罗克（Grok）毛绒玩具能与儿童聊天并适应其个性。玩具巨头美泰正与OpenAI合作，计划为芭比、风火轮等品牌注入对话式AI功能，首款产品预计今年晚些时候亮相。

不过中国家长对AI玩具的评价褒贬不一。虽然赞赏其无需屏幕且设有家长控制功能，但部分用户反映AI表现不稳定，导致孩子很快失去兴趣。北京家长Penny Huang为由祖辈照顾的五岁女儿购置了泡泡伙伴，本希望缓解孩子的孤独感，减少她缠着大人玩手机的次数，但新鲜感转瞬即逝。

"应答又长又啰嗦，我女儿很快就没耐心了。"Huang坦言，"角色扮演缺乏沉浸感，那个声音时常显得格格不入。"另一位用户李弘毅则指出语音识别延迟问题："孩子说话断断续续不清楚，玩具经常打断或曲解她的意思，而且仍需按键互动，对幼儿不太友好。"

Huang最近已将泡泡伙伴挂上二手平台闲鱼。"这就像其他无数玩具一样，女儿玩五分钟就腻了，"她无奈道，"她最惦记的还是我的手机。"

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英文来源：

AI toys are all the rage in China—and now they’re appearing on shelves in the US too
Competition is heating up, with Mattel and OpenAI expected to launch a product for kids this year.
Kids have always played with and talked to stuffed animals. But now their toys can talk back, thanks to a wave of companies that are fitting children’s playthings with chatbots and voice assistants.
It’s a trend that has particularly taken off in China: A recent report by the Shenzhen Toy Industry Association and JD.com predicts that the sector will surpass ¥100 billion ($14 billion) by 2030, growing faster than almost any other branch of consumer AI. According to the Chinese corporation registration database Qichamao, there are over 1,500 AI toy companies operating in China as of October 2025.
One of the latest entrants to the market is a toy called BubblePal, a device the size of a Ping-Pong ball that clips onto a child’s favorite stuffed animal and makes it “talk.” The gadget comes with a smartphone app that lets parents switch between 39 characters, from Disney’s Elsa to the Chinese cartoon classic Nezha. It costs $149, and 200,000 units have been sold since it launched last summer. It’s made by the Chinese company Haivivi and runs on DeepSeek’s large language models.
Other companies are approaching the market differently. FoloToy, another Chinese startup, allows parents to customize a bear, bunny, or cactus toy by training it to speak with their own voice and speech pattern. FoloToy reported selling more than 20,000 of its AI-equipped plush toys in the first quarter of 2025, nearly equaling its total sales for 2024, and it projects sales of 300,000 units this year.
But Chinese AI toy companies have their sights set beyond the nation’s borders. BubblePal was launched in the US in December 2024 and is now also available in Canada and the UK. And FoloToy is now sold in more than 10 countries, including the US, UK, Canada, Brazil, Germany, and Thailand. Rui Ma, a China tech analyst at AlphaWatch.AI, says that AI devices for children make particular sense in China, where there is already a well-established market for kid-focused educational electronics—a market that does not exist to the same extent globally. FoloToy’s CEO, Kong Miaomiao, told the Chinese outlet Baijing Chuhai that outside China, his firm is still just “reaching early adopters who are curious about AI.”
China’s AI toy boom builds on decades of consumer electronics designed specifically for children. As early as the 1990s, companies such as BBK popularized devices like electronic dictionaries and “study machines,” marketed to parents as educational aids. These toy-electronics hybrids read aloud, tell interactive stories, and simulate the role of a playmate.
The competition is heating up, however—US companies have also started to develop and sell AI toys. The musician Grimes helped to create Grok, a plush toy that chats with kids and adapts to their personality. Toy giant Mattel is working with OpenAI to bring conversational AI to brands like Barbie and Hot Wheels, with the first products expected to be announced later this year.
However, reviews from parents who’ve bought AI toys in China are mixed. Although many appreciate the fact they are screen-free and come with strict parental controls, some parents say their AI capabilities can be glitchy, leading children to tire of them easily.
Penny Huang, based in Beijing, bought a BubblePal for her five-year-old daughter, who is cared for mostly by grandparents. Huang hoped that the toy could make her less lonely and reduce her constant requests to play with adults’ smartphones. But the novelty wore off quickly.
“The responses are too long and wordy. My daughter quickly loses patience,” says Huang, “It [the role-play] doesn’t feel immersive—just a voice that sometimes sounds out of place.”
Another parent who uses BubblePal, Hongyi Li, found the voice recognition lagging: “Children’s speech is fragmented and unclear. The toy frequently interrupts my kid or misunderstands what she says. It also still requires pressing a button to interact, which can be hard for toddlers.”
Huang recently listed her BubblePal for sale on Xianyu, a secondhand marketplace. “This is just like one of the many toys that my daughter plays for five minutes then gets tired of,” she says. “She wants to play with my phone more than anything else.”
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