AI Toys Spur Long Term Companion Device Market

At CES 2026 in Las Vegas, roughly 60 AI toy and companion-robot companies exhibited, with Chinese firms accounting for over 80% of exhibitors. E-commerce data show Taobao AI toy transactions rose more than 1,600% in 2025, JD.com sales approached 700 million yuan (about $100 million) with nearly 7 million units sold, and startups like Takway.AI plan Sweekar crowdfunding in April–May at $150–$200, highlighting segmented consumer demand.