京东3C数码11.11：AI眼镜、AI录音等AI趋势品成交额同比增长超100%

Summary: At this year's JD 11.11, the most notable development for ordinary consumers is the simultaneous expansion of AI hardware and computing-power services. Buying AI devices is no longer only about hardware; consumers can also gain access to AI services such as Tokens.

1. Transaction volume for AI trend products grew more than 100% year over year, spanning AI PCs, AI workstations, AI cameras, AI glasses, AI recording devices, and more, giving consumers a wider choice of categories.

2. Sales of the platform's large-model Token packages grew more than 10x month over month, while Token search volume rose more than 13x month over month, reflecting growing demand for AI programming, office work, and content creation.

3. Practical promotions include a JD Cloud Token starter pack with the purchase of selected Dell, Alienware, and ThinkPad computers. The pack supports more than 70 mainstream open-source models plus JD's proprietary models and can be used with popular AI assistants and code-development tools. Purchases of selected AI workstations include a Zhipu Token package.

4. The personal edition of Zhipu GLM Coding Plan makes its debut on JD Books; discounts from large-model vendors such as Zhipu, DeepSeek, and Doubao go as low as 10% of list price; a DeepSeek model resource pack with 100 million Tokens is available for as low as RMB 9.3; and with JD subsidy contracts, purchases of selected 3C digital products with Token-related services can be as low as 30% of list price.

Summary: The signal for brands is that AI hardware is moving from single-category breakout growth toward combined marketing of hardware plus computing-power services, with the platform using incubation, channels, and pricing benefits to help new products enter the market.

1. Consumer trend: Transaction volume for AI trend products such as AI PCs, AI workstations, AI cameras, AI glasses, and AI recording devices grew more than 100% year over year, as AI consumption extends from smart hardware to computing-power services.

2. New-product R&D and launch: JD's first full-chain AI new-product incubation program, Aidol Camp, attracted more than 200 teams in its second season; more than 50 brands' AI new products debuted during 11.11. The program provides full-chain support from product R&D and mass-production launch to marketing, with an annual goal of incubating 101 benchmark AI hardware products.

3. R&D tools: The Kuaizao 3D printer, the strongest auxiliary tool of Aidol Camp, saw transaction volume grow more than 4x month over month during 11.11, exploring the use of AI design and 3D printing in innovative product R&D.

4. Marketing and pricing: Selected computers come with a JD Cloud Token starter pack, and selected AI workstations come with a Zhipu Token package; the personal edition of Zhipu GLM Coding Plan debuts on JD Books; discounts from vendors such as Zhipu, DeepSeek, and Doubao go as low as 10% of list price; 100 million DeepSeek Tokens are available for as low as RMB 9.3; and some JD subsidy contract products are as low as 30% of list price. Brands can use hardware-plus-Token bundles, platform incubation resources, and discount benefits for new-product promotion and user education.

Summary: For sellers, JD 11.11 shows that AI trend products and Token computing-power services represent a growing market. The platform is using incubation programs, Token giveaways, and discount benefits to lower the user threshold, creating followable opportunities in product selection and bundled sales.

1. Growing market: Transaction volume for AI trend products grew more than 100% year over year, with attention on AI PCs, AI workstations, AI cameras, AI glasses, and AI recording devices. Sales of the platform's large-model Token packages grew more than 10x month over month, and Token search volume rose more than 13x month over month.

2. Demand shift: Demand is growing for applications such as AI programming, smart office work, and content creation, and consumers are shifting from looking only at hardware performance to valuing accompanying computing-power services.

3. Opportunities and support: More than 200 teams participated in the second season of Aidol Camp, and more than 50 brands' AI new products debuted during 11.11. JD provides super supply-chain, technology, and channel resources, with an annual goal of incubating 101 benchmark AI hardware products; the Kuaizao 3D printer's transaction volume grew more than 4x month over month.

4. Partnerships and promotions: Purchases of selected Dell, Alienware, and ThinkPad computers include a JD Cloud Token starter pack, and purchases of selected AI workstations include a Zhipu Token package; the personal edition of Zhipu GLM Coding Plan launches on JD Books; discounts from vendors such as Zhipu, DeepSeek, and Doubao go as low as 10% of list price; 100 million DeepSeek Tokens are available for as low as RMB 9.3; and some JD subsidy contract products are as low as 30% of list price. Sellers can focus on bundled sales of AI hardware plus Token packages, AI software memberships, and contract benefits, as well as platform incubation resources.

Summary: The implications for factories center on AI new-product R&D, mass-production launch, and hardware-plus-computing-power-service bundles, with AI design and 3D printing entering the product-development process.

1. Product demand: Transaction volume for AI trend products such as AI PCs, AI workstations, AI cameras, AI glasses, and AI recording devices grew more than 100% year over year, as AI features are being embedded in hardware for office, learning, content creation, and other scenarios.

2. Production and design: JD's Aidol Camp provides AI startup teams with full-chain support from product R&D and mass-production launch to marketing. More than 200 teams participated in the second season, more than 50 brands' AI new products debuted during 11.11, and the annual goal is to incubate 101 benchmark AI hardware products. Factories can look for opportunities to join incubation, take on mass production, and engage in joint development.

3. R&D tools: The Kuaizao 3D printer, Aidol Camp's strongest auxiliary tool, saw transaction volume grow more than 4x month over month during 11.11, exploring the use of AI design and 3D printing in innovative product R&D and pointing to steps such as rapid prototyping and design validation.

4. Digitalization and e-commerce: Sales of the platform's large-model Token packages grew more than 10x month over month, and Token search volume rose more than 13x month over month; selected computers or AI workstations come with Token packages; the personal edition of Zhipu GLM Coding Plan launches on JD Books; 100 million DeepSeek Tokens are available for as low as RMB 9.3; and some JD subsidy contract products are as low as 30% of list price. Factories can evaluate product designs that bundle AI hardware with computing-power services and contract benefits.

Summary: Service providers can see in this article the industry trend of AI hardware and computing-power services converging, as well as pain points such as the user threshold for using computing power and insufficient supporting services. The platform has already offered partial solutions through Token packages, Token giveaways, and contract benefits.

1. Industry trend: AI hardware and computing-power consumption continue to heat up. Transaction volume for AI trend products grew more than 100% year over year, and sales of the platform's large-model Token packages grew more than 10x month over month, as AI consumption extends from smart hardware to computing-power services.

2. Technology direction: The JD Cloud Token starter pack supports more than 70 mainstream open-source models plus JD's proprietary models and can be used with popular AI assistants and code-development tools; the personal edition of Zhipu GLM Coding Plan debuts on JD Books; and large-model vendors such as Zhipu, DeepSeek, and Doubao are offering discounts.

3. Customer pain points: Demand is growing for AI programming, smart office work, and content creation. While consumers still care about hardware performance, they are beginning to value accompanying computing-power services. Token search volume rose more than 13x month over month, indicating that users need easier access to computing power and software services.

4. Solutions: JD has launched computer purchases with Token giveaways: selected computers include a JD Cloud Token starter pack, and selected AI workstations include a Zhipu Token package. It is also enriching the supply of large-model Token packages and AI software memberships; 100 million DeepSeek Tokens are available for as low as RMB 9.3; vendor discounts go as low as 10% of list price; and some JD subsidy contract products are as low as 30% of list price. Service providers can design around computing-power packages, model adaptation, lowering the threshold for using AI tools, and bundled hardware-software services.

Summary: For marketplace operators, JD 11.11 demonstrates the latest approach of using AI trend products for growth, Token computing-power services for extension, and incubation programs for ecosystem recruitment and operations.

1. Platform demand and direction: AI hardware and computing-power consumption continue to heat up. Transaction volume for AI trend products grew more than 100% year over year, sales of the platform's large-model Token packages grew more than 10x month over month, and Token search volume rose more than 13x month over month, as AI consumption extends from smart hardware to computing-power services.

2. Latest approach: JD launched Aidol Camp, the industry's first full-chain AI new-product incubation program. More than 200 teams participated in the second season, and more than 50 brands' AI new products debuted during 11.11. Relying on super supply-chain, technology, and channel resources, it provides full-chain support for R&D, mass-production launch, and marketing, with an annual goal of incubating 101 benchmark AI hardware products.

3. Recruitment and operations: JD offers computer purchases with Token giveaways, with selected AI workstations including a Zhipu Token package; the personal edition of Zhipu GLM Coding Plan debuts on JD Books; discounts from vendors such as Zhipu, DeepSeek, and Doubao go as low as 10% of list price; 100 million DeepSeek Tokens are available for as low as RMB 9.3; some JD subsidy contract products are as low as 30% of list price; and the Kuaizao 3D printer's transaction volume grew more than 4x month over month.

4. Risk avoidance: The article does not mention explicit risks. The platform's focus is on enriching the supply of large-model Token packages and AI software memberships, lowering the threshold for using AI tools, connecting brands and startup teams through incubation programs, and maintaining two-wheel operations across AI hardware and computing-power services.

Summary: This article provides a new industry development in the convergence of AI hardware and computing-power services, as well as a business-model sample of platform incubation of AI new products, hardware bundled with computing-power services, and low-price benefits.

1. New industry development: During JD 11.11, AI hardware and computing-power consumption continued to heat up. Transaction volume for AI trend products such as AI PCs, AI workstations, AI cameras, AI glasses, and AI recording devices grew more than 100% year over year; sales of the platform's large-model Token packages grew more than 10x month over month, and Token search volume rose more than 13x month over month, as AI consumption extends from smart hardware to computing-power services.

2. Business model: JD launched Aidol Camp, the industry's first full-chain AI new-product incubation program. More than 200 teams participated in the second season, and more than 50 brands' AI new products debuted during 11.11. It provides full-chain support for R&D, mass-production launch, and marketing, with the goal of incubating 101 benchmark AI hardware products for the year. The Kuaizao 3D printer's transaction volume grew more than 4x month over month, exploring the use of AI design and 3D printing in product R&D.

3. Services and pricing: Selected computers come with a JD Cloud Token starter pack that supports more than 70 mainstream open-source models plus JD's proprietary models; selected AI workstations come with a Zhipu Token package; the personal edition of Zhipu GLM Coding Plan launches on JD Books; discounts from vendors such as Zhipu, DeepSeek, and Doubao go as low as 10% of list price; 100 million DeepSeek Tokens are available for as low as RMB 9.3; and some JD subsidy contract products are as low as 30% of list price.

4. Issues and implications: The article does not address policy or regulatory recommendations, but it highlights emerging issues and operational implications: rising user demand for supporting computing power, the need to lower the threshold for using AI tools, and the platform's use of supply-chain and channel resources to connect startup teams with brands.