JD.com's Embodied Intelligence Push Gains Momentum

Chinese e-commerce giant JD.com is rapidly advancing its embodied intelligence strategy through its specialized brand JoyInside, which has now formed partnerships with more than ten leading robotics companies. This collaborative network positions JoyInside as a central driver in JD's bid to dominate the smart robotics market.

Technology and Market Strategy

Industry sources reveal that JoyInside leverages JD's proprietary large language models to equip robots with advanced consumer interaction capabilities. The brand focuses on scenario-specific applications categorized as "one person, one dog, and one toy" - representing personalized home assistants, robotic pets, and educational toys respectively.

Expanding Product Ecosystem

The partnership network already includes:

• Home companionship: MagicAtom MagicDog Pro (quadruped robot), NIA-F01 humanoid robot, and the "Xuanji" egg-shaped robot
• Education: Yuanluo AI chess robot
• Enterprise solutions: Zhongqing PM01 JD JoyInside robot

Additional collaborators include prominent brands YunChuShu, folotoy, Yingshi, and Wenquxing. Notably, an upcoming AI fashion toy brand - currently generating significant market buzz - will integrate JoyInside technology for exclusive JD.com distribution.

Market Validation Through Sales Growth

Recent 618 shopping festival data demonstrates strong market traction:

• 300% year-on-year growth for JD's self-operated smart robots
• 1600% surge in embodied intelligence robot sales

The Yuanluo AI chess robot (featuring JoyInside integration) achieved 171% sales growth during the event, showcasing the technology's commercial impact.

Strategic Timeline

JD.com established a dedicated embodied intelligence department in March 2025 and has since executed multiple strategic initiatives:

1. Technology development phase (Q1 2025)
2. Partnership network expansion (Q2 2025)
3. Market penetration through major shopping festivals (618 event)

Key Points

• JoyInside now collaborates with 10+ robotics leaders across consumer and enterprise segments
• Powered by JD's AI model infrastructure for natural interaction capabilities
• Demonstrated 1600% sales growth during 618 festival for embodied AI products
• Strategic focus on three core scenarios: home assistance, education, and entertainment
• Upcoming exclusive launch of AI fashion toy brand on JD platform