AI的热度吹到了玩具界。近日，基于豆包大模型的AI玩具题材持续发酵，龙头之一乐鑫科技（688018.SH）zai12yue10rihe12yue11rijielianlachu20cmzhangtingban，yizhouneizhangfuchaoguo50%。ciwai，youxiaoxichenglexinkejihaijiangzai12yue19ricanjiazijietiaodonghuoshanyinqing2024dongjiforceyuandonglidahuishipinyunhebianyuanyunluntan，jinyibutishengshichanghuatidu。

aishizenmehewanjulianxidaoleyiqi？lexinkejiyoubanyanzheshenmeyangdejiaose？

玩具是现阶段大模型理想应用场景

ciqianaguduiyuaidamoxingdechaozuozhuyaojizhongyuxunliance，baokuoguangmokuai、yeleng、dianlubandeng，danjinjinshiaidamoxingdexunlianbunengweiyonghuchuangzaojiazhi，aidamoxingjixuzhaodaoheshideyingyongchangjing。

zaiaidamoxingyingjiandeyingyongchangjingzhong，xuanzhongwanjuzuoweibaofadeqierudiankenengbingbushiourande。zaicicihuoshanyinqingdahuideyingjianmoxingzhuanchang，chuxiandezhuyaoyingjianzhongduanyiciweishouji、wanju、qiche、zhinengyingjianhepc。

qizhong，zaishouji、qichehepcshang，xuyaodamoxingchuliderenwujiaoweifuza，duizhunquexingyaoqiujiaogao，muqiandedamoxingrengmeiyouwanquanjiejue“huanjue”wenti，qieshejiyinsiwenti，qishiaidamoxingluodijindubingbukuai。erwanjuhezhinengyingjianchulirenwuxiangduijiandan，duizhunquexingyaoqiujiaodi，yinsifengxianyexiangduijiaoxiao，yinciaidamoxingkeyikuaisutuiguang。

muqian，youduokuanwanjudazailedoubaodamoxing，ruzijietiaodongtuichude“xianyanbao”，neiqianlefolotoydedamoxingaijixinmagicbox（moxia），magicboxkeyidazaibingchengxiandoubaodamoxinghekouzizhuanyebandenengli；chuchuanggongsiyueranchuangxintuichudewanjububblepal，yedazailedoubaodamoxing。

ciqian，yueranchuangxindelianhechuangshirengaofengcengtoulu，bubblepalceshixialai，yonghuzuigaoshiyongshizhangkedadao6xiaoshi/tian，pingjunmeirishiyongshizhangzai2xiaoshizuoyou。zheiyikanbiduanshipinpingtaideyonghushizhang，bujinyiweizhejigaodeyonghuzhanxingyeyunhanzhejudadeshangyejiazhi。

Wi-Fi通信协议是AI玩具的最优解

yongyuwanjudengzhinengyingjianyibandanjiajiaodi，shoujiapubianzai200yuanyinei，chengbenjuedingleqipeizhidexinpianxingnengyouxian，yincidamoxingbutaikenengzaiduancechuli，ershixuyaotongguoyuyunduantongxin，jiangaichulixuqiufasongzhiyunduan。muqianzhinengyingjianyilaiwi-fi 、lanyahuocat1dengtongxinxieyijinxingwangluolianjie，lanyachuanshusulvxiangduijiaoman，buliyuchuanshudamoxingsuoxudeshuju，ercat1shuyuyunyingshangfengwowangluo，yonghuxuchengdanewaitongxinfeiyong。zaicibeijingxia，wifitongxinxieyibiranchengweileaiwanjudezhuliuxuanze。

muqianchulexinkejiwai，aguhaiyouduojiagongsishejiwi-fi xinpianyewu，baokuobotongjicheng（603068.sh）、aojiekeji（688220.sh）、hengxuankeji（688608.sh）、tailingwei（688501.sh）deng，qizhongyiwi-fixinpianzuoweizhuyingyewudejinyoulexinkejihebotongjicheng。

genjubandaotixingyediaochajigoutsr fabude《wireless connectivity market analysis》，lexinzai wi-fi defenzhilingyu wi-fi mcu shichangzhongchuhuoliangdiyi。zijiede“xianyanbao”dejixinmagicbox（moxia）zhongjiudazailelexindechanpin。

玩具市场天然具有长尾效应

chengran，lexinkejizaiaiwanjushichangzhongyijingchidaolediyibohongliwi-fi，qitawi-fixinpiangongsishifouhaiyoujihui？

muqian，guoneiyoushuwanjiawanjuzhizaoqiye，shichangjizhongduxiangduijiaodi，yaorangchuantongqiyedewanjuchanpinjichengaidamoxing，xuyaoxiangguanwi-fixinpianqiyejuyouwanzhengderuanyingjianshengtai，lexinkejideyoushizhuyaotixianzaiqiyongyouxiangduichengshudekaifazheshengtai，xiayouyonghujishizaimeiyouxinpianyuanchangzhichideqingkuangxia，yenenggouzijiwanchengkaifabingliangchanchanpin。congzheigejiaodukan，lexinkejiyincinenggouchengjiehailiangxiaobduankehudexuqiu，kehuquntitixianchuzhangweitezheng。

erguoneiqitawi-fixinpianqiyeyouyushengtaibingbuchengshu，wangwangxuyaotoururenlijinxingkehufuwu，qiyezhinengfuwudaxingzhongdianwanjukehu，hulveguangdazhongxiaoxingwanjukehu。

ciwai，yuwanjushichangleisidezhinengjiajuxingye，bianliangyezaiqiaoranfasheng。pingguojihua2025niantuichuquanxinaizhongkongpingjixiangguanpeijian，jiangyouliyupeiyangqizhinengjiajushengtai。ciqian，pingguozai2024nianquanqiukaifazhedahui(wwdc)deembedded

swift demozhongxuanyonglexinkejideesp32-c6，weigengduopingguoshengtailiankaifazhexuanyonglexinchanpintigonglebeishu。

buguo，zaijinglidazhangzhihou，lexinkejiguzhiyijingjin240yiyuan，genjuquanshangyizhiyuce，gongsi2024nianhe2025nianjinglirunfenbiewei3.45yiyuanhe4.55yiyuan，duiying2025nianshiyinglvwei53bei，guzhiyijingbudi。zhidezhuyideshi，2024nian11yue，gongsihexinjishurenyuanjiangjiangjianfenbiezai151.4yuanhe138.16yuanjianchiheji2.3wangu。dangran，kaolvdaoaiwanjudailaidezengliang，gongsi2025nianjinglirunbupaichuchaoguoquanshangyizhiyuce。