Lin Yi, working thousands of miles away, surprised his 6-year-old nephew with a special birthday gift. Due to a busy work schedule, Lin had never bought the child a present since his birth. As the nephew graduated from kindergarten, Lin wanted a gift that could grow with him, so he chose an AI toy on the Fenqile Mall. Within days, this AI companion, capable of chatting, telling stories, and answering endless "why" questions, had become a part of the child's holiday life. Lin Yi's choice reflects a growing trend of AI-powered smart hardware entering everyday consumer spaces.
Recently, the Ministry of Industry and Information Technology stated that 5G-based smart terminal types are diversifying, with AI phones, AI computers, smart robots, AI glasses, and AI toys becoming new hot spots in information consumption. As a key category of AI hardware, the rapid warming of AI toy consumption results from the combined effects of AI technology innovation and changing consumer needs. On one hand, continuous iterations in large language models are upgrading AI toys from simple voice response and interaction to smart terminals capable of sustained conversation, personalized companionship, and early learning, enhancing product experience and practical value. On the other hand, as AI applications become more common, consumer acceptance and willingness to try AI products are rising, with more young families now seeing AI toys as new options for companionship, education, and interaction.
The synergy between industrial upgrades and consumer demand has pushed AI toys from early niche adoption toward the mass market. iiMedia Consulting reports that the AI toy industry is at a critical stage of explosive growth, full-age penetration, and rapid technological iteration. According to the previously released "2025 AI Toy Consumption Trend White Paper," the Chinese AI toy market is expected to exceed 10 billion yuan by 2030, with an average annual compound growth rate of over 70% from 2023 to 2030.
Consumer enthusiasm and shifting trends are directly reflected in e-commerce sales. For example, on LexinFintech Holdings Ltd. (NASDAQ: LX) 's Fenqile Mall, AI toy sales have continued to rise since the start of summer. Products such as AI chat robots, AI early education robots, and AI story machines are especially popular. In July, transaction volume for AI tech bionic robot dogs with voice control and programmable remote control grew 32.76% month-over-month. Sales of new children's smart remote-control robot dogs with AI programmable features surged 224.64% month-over-month. AI conversation toy robots have also entered the top ranks of the platform's best-selling digital products, becoming a hot summer category.
Fenqile Mall staff are packing and shipping AI toys from its self-built warehouse. The AI toy boom not only shows strong consumer demand for high-quality smart hardware but also imposes higher requirements on product supply capacity and shopping experience. Based on user demand, Fenqile Mall has recently optimized its product supply ecosystem. In the smart hardware sector, the platform maintains deep partnerships with well-known domestic and international brands, continuously enriching its offerings of cutting-edge AI products including phones, computers, glasses, and toys. Meanwhile, leveraging its self-built logistics warehouses and a robust fulfillment system, the platform quickly responds to market demand, making it easier for consumers to purchase popular new AI products.
Launched in 2013 as China's first online installment shopping mall, Fenqile Mall has focused on the differentiated consumption needs of high-growth customer groups. It has steadily improved its supply chain for essential consumer categories such as food, clothing, transportation, entertainment, travel, and pets. By leveraging its platform advantages and fintech features, the mall meets consumers' multi-level spending needs. As AI hardware products become more widespread, Fenqile Mall will continue to refine its AI hardware supply ecosystem. It plans to capitalize on its brand partnerships, supply chain construction, and consumer service strengths to accelerate the entry of more quality AI products into the mass consumer market, allowing consumers to more conveniently enjoy the new life experiences brought by artificial intelligence.
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