At the 2025 West Bund International Technology Consumption Carnival (WTCC), AI consumer electronics products have become the hottest focus.

The exhibition area of more than 10,000 square meters has been built into an immersive experience space, with a large number of people and a lively atmosphere; A variety of new AI hardware filled the booth, which was dazzling.

AI is no longer the "future in PPT", but the real life of "you can reach out and touch".

The science and technology exhibition has been transformed into a "touchable and bought" experience field

The technology carnival was hosted by the West Bund Group, and the model space and Z· Pilot co-organizer. According to the reporter of the "Science and Technology Innovation Board Daily", more than 300 artificial intelligence companies gathered at the scene, of which nearly 40 were from the "Mold Speed Space" and its cooperation ecosystem, fully demonstrating the AI industry chain from technology to products.

Unlike previous technology exhibitions, there are no incomprehensible parameters on the screen, but instead a visible and tangible AI product experience.

At the scene, consumers put on smart glasses and operated them with their hands; Someone touched the cute AI robot pet, chatted for a few days, found it interesting, and immediately placed an order to buy it on the spot.

Hardware has become the most intuitive entrance

AI glasses, AI companion robots, AI fragrance machines, AI health bracelets...... Various new products have been unveiled, and AI is changing from an "invisible technology" to a "tangible tool" and entering daily life. Among them, AI glasses have become one of the most eye-catching products in the market.

At the exhibition site, Quark AI glasses, which have just opened pre-sale, attracted many people to queue up for experience. This product has attracted much attention since its exposure in July, and Alibaba has high hopes, internally calling it the "next generation of smart mobile entrance".

After trying it on, it was found that it could not only listen to music and voice conversations, but also recognize objects in front of you in real time (such as what kind of flower this is, what kind of food is this); When you see a foreign language, it automatically translates and displays subtitles.

The booth staff revealed: The product will be shipped in early December, but now the inventory is very tight and sells quickly. In addition to Quark, brands such as Rokid and Xreal have also brought new AR glasses. The function is no longer just watching videos, but has been upgraded to spatial computing, visual enhancement, etc., focusing on "immersive AI experience", which makes people feel like they have entered a science fiction movie.

|The "emotional technology" that can accompany and coax people is on fire

At this technology exhibition, AI products that can understand emotions and accompany have become a new hot spot.

Music creation can also be AI-enabled, such as "Free-Order Technology" has brought two new products: an AI music creation platform called "Sound Tide" and an AI content sharing assistant called "PI". The company's staff said that they first made a general large model, but found that the cost was too high and difficult to implement, and later turned to focus on the subdivision of "music". Now it has become profitable to make money by charging businesses (APIs) and user subscriptions.

AI pets are not just cute. Another company called "Lingque Workshop" brought an AI emotional companion pet called "pupi". It can not only be cute, but also "read minds": wearing a headband, it can judge your emotional and physical state through electroencephalogram, heartbeat, pulse and other signals. Then through movements, vibrations, voices, etc., comfort you like a real pet.

Founder Wang Zihao said that in the future, he plans to cooperate with elderly care and health care institutions to launch "AI psychological companionship" services.

Cute pet robot, specializing in loneliness. At the "Ropet" booth, a "RopetAI pet robot" was unveiled for the first time in China. The appearance is cute and attracts many onlookers

Co-founder He Jiabin introduced that this is a small desktop pet, mainly sold to the US and Japanese markets, and is now back in China for the first time. The target users are young people between the ages of 24 and 35, especially women. It can identify your emotions and stress through the camera, and then use the "pet perspective" to chat and interact with you to achieve long-term desktop companionship

AI can also sense your mood. A team from the Chinese University of Hong Kong brings an AI mood pendant: wearing it, the built-in radar and sensors can analyze your emotions in real time through your voice, movements, and physiological data, and quietly tell you "you are a little anxious today" or "in a good mood"

There are also AI fragrance machines that are also very popular: you only need to enter "scene + mood", such as "office + refreshment" or "bedroom + relaxation", and the AI will automatically generate exclusive fragrances. The staff said that in the future, not only equipment will be sold, but this technology will also be packaged and sold to scenic spots, exhibition halls and other enterprises to create an immersive experience

These products seem small, but they point to a general trend: AI is no longer just a general assistant that "knows a little about everything", but goes deep into specific scenarios and becomes a caring partner who can listen, watch, and comfort. From creation and entertainment to health and home, AI is moving from "pan-AI" to "specialized AI" and truly entering daily life.

This is not a "science and technology exhibition", but a national experience day for AI consumption

The "golden age" of AI is coming, but the winner is not "large model companies", but "companies that can make products".

Many people are still discussing "whose model parameters are bigger", but what Jingtai sees is: users don't care about the parameters at all, they only ask: "What problems can it help me solve?" This exhibition tells us that the competition of AI has shifted from the "laboratory" to the "living room" and "desk".

It is recommended to seize the dividends of "AI consumerization"

1. Layout of the "AI hardware entrance" industrial chain

Attention: AR/VR optical modules, sensors, display technology suppliers; Companies involved in the supply chain of brands such as Alibaba, Rokid, Xreal, etc. Risk warning: The current shipment volume is still small, and it is necessary to observe the actual use of stickiness by users.

2. Bet on the "emotional technology" and "mental health" tracks

This is the intersection of the "silver economy" + "Generation Z lonely economy"; Attention: Physiological signal monitoring technology (EEG, PPG) manufacturers; AI emotional interaction algorithm company; AI companies that have entered the health care and education scenarios.