After the rise in popularity of lifelike sex dolls, there has also been a surge in stocks related to adult dolls. Netizens were shocked, asking themselves, “Where is AI now? So AI has made it to ESDoll sex robots!” Many also commented that they “often miss out on making money because they’re not perverted enough.”
The company behind these AI dolls isn’t too far from us either. It’s based in Guangdong, China, at the ESDoll (ESDoll) factory. Some netizens have even said, “Who says Guangdong missed the AI wave!”
AI Sex Dolls Will Become the Mainstream Market
In 2010, ESDoll initially focused on producing clothing mannequin props, but later shifted to creating “humanized” sex dolls. The quality standard for such products is simple: the closer to a real person, the better.
The smart sex robot is one of their new releases, and it’s hard to tell whether it’s a sex doll or a real person based on its appearance.
At present, ESDoll is one of the world’s largest sex doll manufacturers. As the industry leader, ESDoll has driven down the prices of sex doll products. The company’s founder, John, has stated that the previous sex doll market was US-dominated, with prices ranging from $5,000 to $8,000, but ESDoll lowered the prices when it entered both the US and Canadian markets.
Since the end of 2016, ESDoll has been working on integrating AI technology into physical sex dolls. By 2024, they had already incorporated ChatGPT into custom sex doll products, enabling AI-driven voice interactions for human-machine communication. Additionally, they’ve replaced manual modeling with AI 3D modeling on their production line.
Regarding their AI-powered products, ESDoll stated that AI sex dolls are set to become the mainstream market in the future.
Currently, ESDoll has integrated several open-source large language models, including Meta’s Llama model, and plans to incorporate DeepSeek.
Among these products, the MetaBox series prototypes, based on large language models, sold over 100 AI sex robots last year to customers in North America and Europe. International customers can directly purchase them from the official website or through agents, while in China, ESDoll has set up the international official online store (https://www.esdoll.com) and sex dolls Canada store (https://www.esdoll.ca). However, the MetaBox series is not available domestically.
Prices for dolls range from $1,500 to USD 2,000, with an additional subscription fee of $200-USD 300 for AI interaction features, which includes one year of free service. This AI subscription model has been compared to SaaS, with users needing to subscribe to avoid “forgetting” their data, which creates high user engagement.
Liu Jiangxia, a spokesperson, confirmed that all data is stored locally, and users can delete archive data, ensuring the company cannot access it and guaranteeing privacy and security. Furthermore, they have partnered with Shenzhen-based AI bionic robot sex dolls company WuXin Technology to produce dolls with dynamic facial expressions and shock-absorbing movements.
Rather than just being sex dolls, these products are evolving into another form of humanoid robots, primarily focused on companionship. Industry insiders say that emotional companionship is currently the most mature form of AI monetization.
ESDoll’s Sex Robot Companionship Trend
In January, there was a brief market hype around emotional interaction. Some research reports suggested that driven by AI large models, flexible materials, and physiological sensing technologies, sex robots are transitioning from “physiological tools” to “emotional companions,” opening up a multi-billion-dollar market. It is estimated that the global sex robot market will exceed $30 billion by 2025, with China accounting for over 40%. With technological iteration and ethical breakthroughs, manufacturers that can offer materials, AI interaction, and health monitoring will be the first to benefit. ESDoll’s sex robots are once again gaining attention, and the market is eyeing investment opportunities.
Unfortunately, ESDoll has not yet gone public, so those interested in investing will have to wait.
However, stocks related to companies in the sex doll industry have recently seen an increase. The list of companies involved includes those manufacturing materials used in sex dolls, such as Hesheng Silicon Industry, Dongyue Silicon Materials, Xinan Shares, and others.
For companies involved in thermoplastic elastomers, there are Zhejiang Zhongcheng, Daon Shares, and Changhong High Tech. For wigs, there’s Rebecca. For microphones and speakers, there are Goer, Minxin, Gongda Electronics, and Guoguang Electronics.
Some investors have inquired whether these companies’ products can be used in robot manufacturing. A company secretary responded, “Not yet.”
In other words, while the sex robot trend is driving up stock prices, the connection between these stocks and the industry is not yet significant. Investors should remain cautious and discerning, as many online commentators have said that A-shares have an overactive imagination.