Silicone dolls are alive! How invincible is the adult products industry with the blessing of AI?

The current development trend of AI must be obvious to everyone, but can you think of where the first stop of AI is to land? When I learned about it, I was also surprised, and I would like to mention a few companies to you: Fun Sleep Technology, Shuangfei Group, and so on.

When you see this, what is your first reaction? Don't pretend, it's all old rivers and lakes, how do you usually talk in your group, just say it now. That's right, their main business is exactly what you think.

The development trend of AI dolls: from "cold" to "warm"

I always thought that the development of AI would not be earth-shattering, either reshaping the world or replacing most of the manual work, but I never expected that it would replace the human in this area first! I read some industry minutes, and I was stunned. These companies are selling ordinary silicone dolls, they are simply building cyber daji!

In the past, the silicone doll was cold and an emotionless doll, but these companies can connect the doll to the AI system, good guys, this doll can communicate with you like a real person. It can remember the details of your three-month conversations, and you can switch between eight personalities at will, gentle, smart, bold, naughty, whatever personality you want, it can give you whatever personality you want, and the chat interaction is particularly natural and smooth.

As soon as many people saw this, they instantly felt that real people didn't seem to be fragrant, after all, it costs so much money to fall in love and get married, how many of these AI dolls can be bought with this money, if the mother-in-law knows, it is estimated that she will cry and faint in the toilet.

The future of AI dolls: market size and user acceptance have exploded

But I'm talking to you about this today, it's not just for the sake of eating melons, I found that this industry is too invincible! I rarely use "invincible" to describe an industry, but this industry really can afford to say both. Why? Because few industries can be as high as it is in terms of scale, profit margins, repurchase rates and user acceptance.

Speaking of this industry, it is estimated that many people still think that it is the kind of gray industry that cannot see the light and wanders on the edge of the law, and the first thing that comes to mind may be those small shops with neon lights on the street. If you still think so, then you really can't keep up with the progress of the times.

In fact, in recent years, the industry has developed from being banned and strictly managed in the past to being benignly guided now, and the entire industry is showing a thriving scene, and many people are making a fortune.

In 2023, the size of the entire adult products market will reach 165.3 billion, and it is still growing at a double-digit rate, and it is expected to break through the 200 billion mark this year.

What is the concept of 200 billion?

Let me tell you this, there are so many filmmakers in our country, making movies every day, and various film and television companies are coming and going, and the entire film market has only supported the scale of 50 billion, which is only a quarter of the adult products market, and you know how big the demand for this kind of products is in modern times.

Some adult gadgets have been common for a long time. According to the data of some institutions, in 2023, the output of silicones, the main raw material for adult products in our country, will reach 1.65 million tons, and on average, each person will use almost 1.2 kilograms.

The Impact of AI Dolls on Society: The "Antidote" or "Poison" for Emotional Deficit?

From the perspective of consumer group portraits, it is mainly young people between the ages of 20 and 39, especially those aged 25 to 34, who are the main consumer force.

Another thing that is a bit embarrassing is that consumers are not only men, but also women, and the number is almost the same as that of men. There are two distinctive features of this consumer group:

First, the ideological concept is relatively open, and it has basically shaken off the shackles of traditional thinking. As long as it comes to this aspect, everyone is very open, and everyone is an "old driver", which has laid a good foundation for the development of the industry;

Second, there is a general lack of emotion and emotional exhaustion in this group. Today's young people, 996 during the day and 669 at night, have a huge pressure at work and are especially eager to get emotional warmth from the outside world.

But because of the same work pressure, they are physically and mentally exhausted, and they have no energy to export emotional value to the outside world. Many couples are in love once the period is over, and there is only one word left - tired. After a long time, falling in love has become a burden.

Therefore, many young people now directly choose not to fall in love or get married, thinking that the most important thing is to live a good life alone, which has also led to the emergence of 240 million single people in our country. Emotional needs cannot be satisfied from the outside, so they can only be compensated for by self-pleasing, which can be summed up in one sentence: love is "cool", and silicone is on fire.

Coupled with the development of business models such as private domain in the same city in recent years, as well as the popularity of takeaway and express delivery, the former solves the traffic problem, and the latter solves the privacy problem, and there is no longer as embarrassing as going to offline stores before, which adds a boom to the industry. A variety of factors combine to make this industry super invincible.

The business logic of AI dolls: low cost, high profit, and high repurchase

So how invincible is it? Let's start with the cost of customer acquisition. Everyone must have a feeling that as soon as the topic of adult products is mentioned, everyone's interest will come immediately. After all, this is based on people's instinctive needs, the topic is particularly strong, and the difficulty of obtaining traffic is very low, sometimes you don't even need to go to the customer, the customer will come to the door by himself, like those unmanned adult product stores, customers are actively patronizing.

In terms of profits, it is even more exaggerated, especially some non-standard products, the price is not transparent, I researched it, many things with a price of hundreds of dollars, the cost is only dozens of dollars, and the gross profit margin can reach 500% or even 1000%.

And when you buy these things, basically no one bargains with you. Not to mention the scale, the big market of 200 billion is large enough, and there is no need to worry about malicious competition from peers. The repurchase rate is also very high, and after using one product, I definitely want to try others. In recent years, there are really few industries that can compare with it.

Knowing this, you can understand why the wind of AI is blowing into this industry, and a large number of investors can't wait to "send money" to related companies, and the stock price directly pulls a few 20 cm limit. In the past, people didn't know about this industry because they were making a lot of money. It can be said that they are using the most primitive needs of human nature to impact the last line of defense of the "mother-in-law economy".

Let's talk about the development trend of AI dolls. As AI technology continues to advance, AI dolls are sure to get smarter and smarter. Future AI dolls may have a stronger learning ability, not only remembering the details of conversations, but also actively providing personalized companionship services according to your living habits and interests.

For example, if you like to watch movies, it can accompany you to chat about the latest movie information, and can also recommend movies to you according to your taste; You love sports, it communicates exercise tips with you, and even reminds you to exercise on time. 、

In terms of look and feel, AI dolls will also continue to upgrade. Although silicone materials have been greatly improved today, there may be more realistic materials in the future that are closer to the texture of human skin, making the user experience more realistic.

In the long run, AI dolls may move towards customization. Everyone has a different imagination of the appearance, personality, and hobbies of the ideal partner, and in the future, it may be possible to customize unique AI dolls according to customer requirements through 3D printing and other technologies, from appearance to inner personality, to meet the personalized needs of customers.

AI dolls, is it the future or a bubble?

Let's talk about the impact of AI dolls on the future of society. On the positive side, for those who are emotionally deficient and single, AI dolls can provide a level of emotional companionship and alleviate their loneliness. In the fast-paced modern life, many people find it difficult to find a suitable partner due to work, life pressure, etc., and AI dolls can become the spiritual sustenance in their lives.

Moreover, the development of the AI doll industry can also drive the progress of related industries, such as material science, artificial intelligence technology, 3D printing technology, etc., to promote the innovation and development of science and technology and create more employment opportunities.

However, the popularity of AI dolls may also have some negative consequences.

First, it may have an impact on the traditional concept of marriage and love. More and more people choose to be partners with AI dolls, which may lead to a further decline in the marriage rate and a decrease in the birth rate, which in turn will affect the demographic structure and family structure of society.

The second is that the excessive use of AI dolls may make people more immersed in the virtual emotional world, reduce the ability of real interpersonal communication, and affect the communication and establishment of real emotions between people.

In addition, from the perspective of ethics and morality, some behaviors and interactions of AI dolls may cause controversy, and how to regulate the development of this industry and avoid ethical and moral problems also need to be considered.

The development of the AI doll industry has brought both opportunities and challenges. We should look at its development with an open mind, and at the same time, we should also pay attention to the various problems it may bring, and let the industry develop in a healthy and orderly manner through reasonable regulation and guidance, so as to bring more positive impact to people's lives.