Smart product sales are showing impressive growth, and new consumption drivers are accelerating their release.

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Reporter: Zhu Baochen

Intern Reporter: He Chenghao

Since the beginning of this year, smart products represented by smart glasses and service robots have shown impressive sales performance. On March 25, the head of the e-commerce department of the Ministry of Commerce introduced the development of e-commerce in China from January to February 2026, stating that the intelligent product growth monitored by the big data platform for commerce was remarkable, with smart glasses and window-cleaning robots respectively increasing by 183.5% and 130.8%.

Song Xiangqing, vice president of the China Society for Business Economics, told a reporter from the Securities Daily that the growth of categories like smart glasses and window-cleaning robots marks a transformation in consumer structure from basic needs to quality upgrades and accelerated technological empowerment, with online consumption shifting from standardized, low-price items to high-value-added smart hardware.

The rapid growth in smart product sales is the result of the synergy between demand upgrades, supply innovations, and policy support.

From the demand side, in recent years, residents’ expectations for quality of life and efficiency have continuously increased, driving consumption towards intelligent and service-oriented directions. The “Digital Home 2025 White Paper” indicates that the combination of staying at home and consumer upgrades has led to a surge in demand for digital home hardware devices represented by smart home products, with smart devices covering an increasing number of ordinary users and bringing new lifestyles to people.

From the supply side, technological advancement and the improvement of the industrial chain have laid the foundation for the popularization of smart products. Taking window-cleaning robots as an example, the “China Window-Cleaning Robot Industry Status Deep Research and Development Trend Report (2025-2032)” mentions that the window-cleaning robot industry in China has formed a complete industrial chain, including upstream component supply (structural parts, power systems, etc.), midstream manufacturing, and downstream sales systems reaching household and commercial users through “online + offline” channels. In terms of collaboration, manufacturers are actively working with upstream suppliers to promote component standardization and cost optimization while continuously expanding online and offline sales channels to enhance market penetration.

On the policy front, this year’s “Government Work Report” proposed to create a new form of intelligent economy. It aims to deepen and expand “artificial intelligence +”, promote the accelerated deployment of new generation intelligent terminals and intelligent entities, drive large-scale commercial applications of artificial intelligence in key industries, and cultivate new business formats and models based on intelligent origins. The “Notice on Implementing Large-Scale Equipment Updates and Consumer Goods Replacement Policies by 2026” also includes smart glasses in the subsidy range, which helps reduce the actual purchase costs of some smart products, enhancing consumers’ willingness to pay and further amplifying market demand.

Liu Chunsheng, an associate professor at Central University of Finance and Economics, stated that the synergy of demand upgrades, supply innovations, and policy support forms a closed loop: consumption upgrades bring about demands for quality and convenience, indicating the direction for the industry; the supply side matches and creates new demands through technological iterations and product optimizations; policies reduce consumption and R&D costs through subsidies and industry guidance, accelerating the alignment of supply and demand.

According to a report released by iiMedia Research, the “2025 Development Status and User Behavior Survey Data of China’s Smart Hardware Market” predicts that by 2030, the scale of China’s core artificial intelligence industry will reach 1 trillion yuan.

Song Xiangqing pointed out that smart hardware represented by smart glasses and window-cleaning robots is already poised to become a new driving force for consumption growth. Coupled with policy support, technological maturity, and channel penetration, the certainty of medium- to long-term growth is strong. Smart glasses benefit from AI and national subsidies, with penetration still at a low level, and are expected to enter a market worth hundreds of billions in the next three years; window-cleaning robots and other household service robots meet the needs of high-rise buildings and convenience-seeking consumers, with the market space continuously expanding. Together, they drive the explosion of smart home appliances and wearable devices, becoming important incremental engines for boosting online retail and stimulating domestic demand.

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