In the second season of the British TV series Black Mirror, a scene unfolds: a wife implants all the life experiences, voice, images, and videos of her late husband into a bionic robot. 'He' looks identical to her deceased husband, and the android vividly creates a virtual 'him'.

This all seems like a distant sci-fi fantasy. But with the rapid development of AI large models like ChatGPT, some of people’s needs for a partner can now be met by AI robotic sex dolls.

According to Google Trends data, interest in 'AI sex doll' has been on the rise since last November. The continuous optimization of sex doll materials and the upgrading of AI models have brought more natural interaction effects, allowing sex dolls to blur the line between reality and virtuality even further. Globally, consumer demand in this niche has created a market worth nearly $40 billion—and the manufacturers meeting this demand are largely from China.

'Jinsan Wanmei': The World’s Largest Sex Doll Manufacturer

Jinsan Wanmei is currently the world’s largest manufacturer of sex dolls. According to incomplete statistics, for every 10 silicone dolls exported from China, 4 are produced by Jinsan. After integrating AI large models this year, Jinsan Wanmei’s projected shipment volume has increased by 30%.

So what exactly allows Jinsan to break the price barriers of traditional AI sex dolls and become a 'phenomenal' adult product in the Euro-American market?

Price Undercuts Industry 'Exorbitant Profit' Threshold, Aligns with Mass Consumer Demand

In the past, the AI sex doll market suffered from abnormally high prices. For example, RealDoll—a popular brand in earlier years—priced its AI sex dolls at nearly $10,000. This price point put the product out of reach for most consumers with demand.

Jinsan adopted a pricing strategy that separates the sex doll from the AI conversation function: to add AI companionship, consumers only need to pay less than $100 extra for an AI box (which supports conversational communication) on top of the price of a regular custom sex doll. In total, consumers can get a 'talking AI partner' for around $2,000—a price that directly undercuts the industry’s 'exorbitant profit' threshold.

Technological Innovation Revolutionizes User Experience, Breaking the 'Pseudo-AI' Dilemma

Most traditional AI sex dolls fell into the trap of 'pseudo-AI'. Before Jinsan’s WM and Galatea brands launched AI boxes with intelligent dialogue, some sex doll manufacturers had already tried to produce AI robotic sex dolls. However, these products often suffered from 'mechanical and rigid conversations (unable to understand complex commands)' and 'stiff movements (lacking a sense of real interaction)'.

The root cause of these issues was the severe underinvestment in technological R&D by traditional brands.

Jinsan, by contrast, regards technological innovation as its core competitiveness. The company invests 10% of its annual revenue in R&D, and has collaborated closely with universities such as the University of Macau and Sun Yat-sen University to advance smart manufacturing technology and large language model (LLM) technology—constantly enhancing its market competitiveness. It spent one year on product R&D, with initial development costs reaching at least 1 million RMB.

• AI Interaction: Jinsan’s dolls are equipped with multiple open-source large models, significantly improving dialogue response speed. Their ability to understand speech and express emotions is far more natural than traditional AI sex dolls. User test data shows that Jinsan’s AI sex dolls can distinguish between different speakers and adjust their dialogue style based on the user’s content—achieving true 'emotional interaction'.
• Mechanical Movement: Jinsan offers a variety of customizable robotic functions, such as breathing, tongue movement, suction, and clamping. It also has exclusive breast and hip vibration functions. Currently, Jinsan Intelligent is collaborating with a bionic robot company in Shenzhen to develop new products, which will enable AI sex dolls to make more natural expressions (e.g., smiling, frowning, looking surprised).

Localized Operations Cater to Euro-American Consumption Habits, Building a Comprehensive Service System

Traditional AI sex doll brands often struggled with 'insufficient localization' in their Euro-American operations. For example, their dialogue systems only supported Chinese and English, and their content style was too rigid—failing to match the communication habits of young Euro-Americans.

• Product Design: Jinsan’s AI Box offers 6+2 character options, covering styles popular among Euro-American consumers. These include 6 female roles (Nurse, Police Officer, Student, Secretary, Teacher, Female Superhero) and 2 male roles (Gentleman, Superhero).
• Customization Services: Buyers can customize details such as hairstyle, pupil color, and tan lines according to their preferences.
• Language Support: Jinsan’s AI sex dolls support 6 major languages (English, French, Spanish, German, Japanese, Korean), with different tone styles for each language. For example, the newly launched 'Tori' character voice in the Japanese version is more lively and cute than previous versions—catering to users from different regions and with different personalities.

• Server Construction: Jinsan initially only deployed servers in the US, but has now fully launched servers in Japan and Europe. This ensures smoother AI dialogue, with no network issues disrupting 'intimate interactions'.

Conclusion: Reshaping the Industry Landscape, Leading the New Trend of AI Sex Dolls

Akira Miura—a scholar known as 'Japan’s leading expert on consumer society research'—stated in his latest book Lonely Consumption Theory:

'With the aging population, rising number of unmarried people, increasing divorce rates, and more people living alone, a growing number of individuals are feeling lonely.

To alleviate, divert, or eliminate loneliness, related consumption behaviors have increased. The purpose of this consumption is to seek connection with others—it may take the form of purchasing goods and services, using social media, or engaging in hobbies not typically considered 'consumption'.

Whoever can help consumers cope with loneliness better will be more likely to succeed in the Fifth Consumption Era.'

Jinsan Wanmei is perhaps a typical product of the 'loneliness economy' era. In today’s 'romantic recession', there are multiple ways to obtain feelings of love and companionship. But how to find the 'authenticity' of love may be a more important question.

There may be no standard answer to this question, but Jinsan’s exploration has pointed out a direction: when technology stops pursuing only 'realism' and shifts to 'understanding you'; when products stop being just functional tools and begin to carry emotional value—the AI sex doll industry can truly break free from the label of 'novelty' and move toward long-term development.

And this industry revolution initiated by Jinsan will ultimately push more brands to reflect: in the wave of the loneliness economy, beyond seizing market share, figuring out how to convey more 'warm value' through products is the real path to long-term success.