Fibocom

Headlines · 1

1. Oct 20
   Teardown: AI is at most a tenth of a 99-yuan AI toy's cost

   TMTPost tore down a 99-yuan AI toy cat and estimated that of the roughly 90 yuan it costs above a 9.9-yuan free-shipping plush toy, about 70 yuan goes to hardware upgrades such as the chip, module, battery and speaker, while cloud AI costs about 10 yuan as a bought-out license or one to two yuan on a per-call basis — 1% to 10% of the price. The article cites Taobao data showing AI toy sales up more than 1,600% in 2025 and a 500-fold year-on-year jump for the category during the 2026 Tmall New Year sale, and cites MIIT figures putting China's AI toy market at about 29 billion yuan in 2025 and a projected 34.2 billion yuan in 2026. It also reports return rates of roughly 30% to 40% for AI plush toys on e-commerce platforms, up to 80% in livestream channels, and that 7 of 15 AI toys in a comparative test by consumer associations in Yunnan, Guizhou and Guangxi fell below the 75% pass line for voice-interaction success.

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