The global otaku bedroom is occupied by domestic "AI dolls".

Does anyone remember Musk's "Catwoman bot"?

It is rumored that Musk wants to develop a female bionic robot that can chat, do housework, and even have children.

As soon as the news came out, bachelors and otaku around the world were boiling, and they all began to fantasize about loading their "cyber wife" with Hatsune Miku or Crazy Mita.

But I didn't expect that Boss Ma has been busy with political affairs all these years, so he couldn't forget the dreams of otaku early.

At this time, a domestic silicone doll company suddenly emerged during this time, and by implanting AI into its own dolls, it achieved overtaking Musk in the corner.

Imagine a cold silicone doll that has now become a cyber lover who can talk, flirt, and even comfort you with "two minutes is great".

The sex toy company, called WMdoll, has seen a 30% increase in its projected shipments this year after connecting to the AI model.

Due to market and policy reasons, King3 Youmei's products can only be sold to the United States and Canada across the ocean.

Silicone AI dolls are expensive, and the price of a single doll is about 1500~2000 US dollars, but even if it is subject to a very reliable tariff that changes every three days, it can still sell the sky-high AI doll into a hit.

In fact, Jinsan YouCam has long become a leading enterprise in the silicone doll industry, and the annual export of silicone dolls accounts for more than 40% of China's total exports.

Now, this industry giant, which is "ashamed to speak" in China, seems to be going to achieve a bachelor's bedroom revolution through AI.

The reason why it is called a "big change" is because AI+ sex dolls are far more than a small business.

"Cyber Lover",

If you don't renew it, it will go down

Being able to make their "silicone girlfriend" speak is the ultimate dream of many otaku.

As a leading company of silicone dolls, Jinsan Youmei also thinks so.

Game Miside

In fact, silicone dolls that can interact with each other are not uncommon, and many years ago, King3 Youbi was able to produce electronic dolls that respond according to fixed movements.

It's just that dolls with fixed answer modes are always blunt and boring, so that silicone dolls can really respond differently according to different actions, which has always been the goal of Jinsan Beauty.

Since 2016, King3 Youmei has been thinking about how to implant more intelligent interactive voice in the doll.

At that time, AI had not yet developed to the extent it is today, and Jinsan Youmei tried Tmall Genie, iFLYTEK and other products, but the effect was always unsatisfactory.

Until 2023, the emergence of ChatGPT detonated the technology circle, and Jinsan Youmei immediately thought: If I have ChatGPT in my doll, what a breakthrough it must be!

As a result, King3 YouCam began to fully "all in the big model", which was faster than many Internet companies.

金三玩美先后尝试了开源的ChatGPT,还有扎克伯格家的Meta Llama。

Even in the second half of last year, King3 Youmei studied DeepSeek, which had not yet become famous, but in the end, it was stopped because of the mismatch between DeepSeek's deep thinking and the timely response needs that King3 Youmei needed.

In the end, considering that most of the user groups are concentrated in North America, King3 Youmei has equipped the latest MetaBox with Meta's Llama large model, which is more appetizing to European and American users.

AI may not have thought of it, and after a thousand calculations, it has become the "brain" of the silicone doll.

There must be people here who are curious about what strange functions can be achieved by silicone dolls with AI brains.

Don't think about it crookedly, the first major effect of this AI girlfriend is that it can store memories for a long time, where you felt uncomfortable a few days ago, or complained about two bosses, it can remember it clearly.

Movie Blade Runner 2049

It's just that due to the limited server capacity, the AI girlfriend's memories can only be stored for three months.

Based on the memory storage function, MetaBox can also personalize responses to your real-time emotions.

If you are suppressed by a colleague, it will say comforting words to you; If you're in a bad mood by bad weather, it will tell a joke to amuse you.

Of course, users with special fetishes can also choose the "name-calling" option.

Movie "M3GAN"

And all these selling points are based on the "personality preset" option of the AI large model.

According to the description of Jinsan Beauty, MetaBox can choose 8 preset personalities, including nurses, secretaries, strong women, and even load the "Legend of Zhen Huan" mode, what the otaku YY is, it can play.

There is a "girlfriend" who only needs to be charged, and you let her play whatever she plays, I can't imagine how happy European and American otaku are.

Sketch "Robot Funny Stories"

It's just that although you don't have to pay your AI girlfriend's salary, it's not cheap.

Jinsan Beauty's Metabox AI doll adopts a paid subscription model.

Like the paid version of ChatGPT, users not only have to spend more than $2,000 to buy the doll itself, but also have to spend $100 a month to renew the AI service.

In other words, if an otaku forgets to renew his AI girlfriend for a month, it will become a soulless shell, which will only remind you that it's time to pay.

It took a few months to build a relationship with the AI, and in the end, only the prompt of "insufficient balance" remained.

You can also feel the pain of the actor K in "Blade Runner 2049".

Otaku bedroom, hiding the invisible "cyber war"

When it comes to the silicone doll industry, most people scoff at it.

Isn't this just a group of single otaku's "little secrets that can't be said", is it so profound?

However, in the eyes of companies such as Jinsan Youmei, small silicone dolls are not as simple as "satisfying otaku".

Founded in 2010 in Zhongshan, Guangdong, Golden Three Youmei started as a factory producing plastic clothing models.

In Guangdong, which is full of the same small factories, if you want to break out of the encirclement, you have to work products.

As a result, King3 Youmart began to study how to use flexible materials to make dummies, striving to make the dummies more realistic and display better.

As a result, the costume models did more, and Kim San Yomi found a track with a better volume: sex dolls.

They are also mannequins, and although the market for sex dolls is not large, the prospects should not be underestimated.

At that time, the world's sex doll industry was basically dominated by Japanese companies, and each high-end doll could be sold for 80,000-100,000 yuan.

A classic story of "Made in China subverting traditional giants" was staged in the first round in the otaku bedroom.

Domestic manufacturing can counterattack, and the supply chain behind it is indispensable.

For example, the TPE flexible material backed by King3 Youmei has a similar touch to silicone, but the cost is much lower than that of silicone.

The two TPE giants in China, Dawn and Zhejiang Zhongcheng, are both suppliers of Jinsan Youmei, and in order to supply Jinsan Youmei, the assembly line of Dawn shares can even be done 24 hours a day.

In this way, the cost of materials is about 80% lower than that of Japanese manufacturers.

Relying on the cost advantage, Jinsan Youmei directly hit the price to one-tenth of the Nissan doll, directly replacing the Japanese doll, and becoming the new favorite of European and American otaku.

After opening the market with low prices, Jinsan Youmei did not choose to lie flat, but used whatever it used in the wave of science and technology, and tried any new technology.

Traditional silicone dolls generally use 3D modeling of the human body, which is time-consuming and laborious, and the shape has to be adjusted frequently.

After the popularization of the AI model, King3 Youmei took the lead in adopting AI modeling, which directly reduced the yield rate to 98% and shortened the delivery cycle to 20%.

It's not enough to be cheap, in order to make the doll more human-like, King3 Youmei has also integrated a large number of suppliers from all walks of life behind it.

For example, in cooperation with Shenzhen's coreless technology, a total of 62 sets of bionic micro-expressions of dolls were developed, such as blinking, blushing, panting, etc.

The precision skin sensor in cooperation with Goertek and the TPE simulated skin can maximize the interactive sensitivity of the silicone doll.

You must know that in the bionic robot industry, the sensitivity of simulated skin has always been one of the biggest problems in front of the industry.

In terms of "turning silicone girlfriends into people", Made in China has broken into the forefront of the world.

From the soft guideline skin, to the skin sensor; From large-scale model personality simulation to timely feedback mechanism.

The realization of these functions almost requires the integration of cutting-edge technology and supply chains, and an "arms race" in the otaku bedroom has just begun.

It's no wonder that as a small factory, King3 Youmei has been able to win the favor of bigwigs from Sequoia Capital and Middle East financiers.

Foreign manufacturers are naturally unwilling to lie flat, and in order to take the lead in the industry, they are also racking their brains to make new tricks.

For example, Spain's Synthea Amatus sex robot has specially developed the "refusal" option, which is superior in ethical design, and the price has been directly raised to 2,500 pounds (about 2.5w yuan).

The Novax robot of Abyss Creations in the United States rushed out of the bedroom directly and began to study companion robots, focusing on functions such as medical companionship and elderly companionship.

It is more appropriate to say that it is a "sex" doll, but in fact it is a "human" doll.

The most profitable AI gameplay: not computing power, only emotional intelligence

More and more people are "in love" with silicon-based life.

In 2020, when AI and robots were not popular, the New York Times calculated that a total of 10 million people around the world used virtual lovers as partners.

Pension anxiety, celibacy anxiety...... Behind all kinds of anxieties, a huge companionship economy has been born.

Even the Unitree robot that threw a handkerchief at the Spring Festival Gala this year, people's first thought of it was "this thing can help me retire in my old age" rather than "this thing can carry a gun to fight".

The dual flowering of AI and robotics can just become the biggest antidote to these anxieties.

Although robots have not become popular, AI has taken the lead in preempting people's emotional needs.

Between "super computing power" and "anthropomorphic emotional intelligence", science chose the former, while the market did not hesitate to choose the latter.

For example, the large model C.AI developed by two former Google employees successfully surpassed ChatGPT on the download list because of its main companionship, chat and other functions.

In China, Glow, the main AI chat software, has received more than one million downloads just one month after it was launched.

Even DeepSeek, which has a full score of topicality, has been completed by many users as a fortune teller, a scolding substitute and a confidant girlfriend, and what "completes hardcore work with deep thinking" has even become a niche.

Some artists who are at the forefront of human beings have even begun to study how to "spend their lives" with AI.

AI is becoming more and more human, so letting them carry robots has become the best solution to solve "loneliness".

Sex doll manufacturers such as Jinsan Youmei are accomplishing the same purpose from another path.

For AI sex doll manufacturers, it is a matter of time before the word "sex" is removed.

After all, compared with the companionship needs of the country's 300 million single young people, the physiological needs of hormones are just a "small business".

As a result, AI dolls all over the world have begun to work "companionship", rather than only satisfying users in terms of "fun".

The person in charge of Jinsan Youmei said, "People can't always have only physiological needs, and the product should provide more companionship value." ”

Compared with the more complex emotional needs of adults, AI pet robots that meet the needs of children are also another better route to operate.

Wuxin Technology, one of the suppliers of Jinsan Youmei, once launched the pet panda "An'an" equipped with AI, which caused quite a stir in the overseas market of panda heads per capita.

However, when the need for AI and robots to solve more and more needs increases, the risks are always there.

In February last year, a 14-year-old young man in the United States chose to end his life after chatting with Character.AI's AI chatbot for a year.

While there is no direct evidence that AI applications have abbed suicides, the incident has sparked public panic about companion AI.

If such an AI is carried on a physical robot, what consequences will it cause, it is even more scary to think about it.

Some scholars have also concluded that the more contact with AI robots, the less conducive it is for people to get rid of "loneliness".

According to a study by the University of Tokyo, the average social frequency of AI doll users will decrease by 23%, and the activity of the cerebral cortex in the prefrontal lobe will decrease by 17% after long-term use.

And the most priority pitfalls for AI dolls to deal with are information security and privacy leakage.

Once consumers get along with AI dolls day by day, private matters that may come out casually, even work secrets, bank card passwords and other data will become data for AI to train themselves.

To put it bluntly, before dealing with the "AI rampage", protecting user privacy is the first issue for the industry to develop.

Movie Blade Runner 2049

Predictably. Whether people fill their inner voids through AI companions, or realize the value of communicating with people, the AI companion market will see a wave of demand peaks in the future.

After all, the underlying demand is always the primary productive force.

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