1. Introduction
Product identity (PI), also known as Product Identity Recognition, allows enterprises to establish brand value through PI design [
1]. Small- and medium-sized enterprises (SEMs) are increasingly focusing on retaining PI elements in product form design to forge a stronger connection with their brand strategy [
2,
3]. However, focusing solely on brand value expression makes it difficult for enterprises to achieve commercial success [
4]. In the era of the experience economy, users place greater emphasis on the relationship between emotional expression and product form. Enterprises need to integrate user emotions into the product form design [
5]. Therefore, product form design that retains PI design characteristics while also meeting the emotional needs of users has become a challenge for SMEs in the NPD process. So far, scholars have rarely formed systematic research achievements regarding this issue.
Shape Grammar (SG) has been widely applied in architectural design, engineering design, and graphic design. In the field of product design, SG can maintain the consistency of PI [
6,
7,
8]. Applying SG in product design faces operational difficulties with parametric encoding and variation rules for shape transformation. Parametric modifications demand a high level of proficiency in both the computer and mathematical fields, while form design through variation rules relies entirely on the designer’s professional experience [
9]. However, influenced by the designer’s experience and talent, the outcomes are often uncontrollable. With the emergence of AIGC, scholars have begun to explore the feasibility of AI-Assisted Design (AIAD) [
10].
Kansei Engineering (KE) is a technique that quantifies users’ emotional needs and calculates them using mathematical methods, which effectively captures the users’ emotional needs and enhances user satisfaction [
11]. Since users’ emotional needs are subjective and difficult to express, scholars adopt quantitative methods such as questionnaire interviews, user interviews, and survey research to objectively explore user emotional information [
12]. As AI technology becomes more prevalent, web crawler tools efficiently gather extensive online data, overcoming the subjectivity associated with small sample sizes [
13]. Furthermore, quantifying and analyzing the obtained users’ emotional needs will guide the next steps in NPD.
Quality Function Deployment (QFD) is a design research method that can transform Customer Requirements (CRs) into product Engineering Characteristics (ECs) [
14]. Its core involves inputting CRs on the left wall and entering product ECs on the ceiling of the House of Quality (HoQ) to construct a correlation matrix. Inviting experts to score the correlations will ultimately calculate the priority ranking of ECs that meet CRs [
15]. In the traditional QFD method, correlation is represented by a triangle (▲) for 1 point, a circle (○) for 2 points, and so on [
16]. In SMEs, there are relatively few experts, and subjective judgments can introduce uncertainties. Grey set theory is often used to address issues where the sample size is small and the information is unclear [
17].
In summary, SMEs lack efficient product design methods that have both established PI and meet user emotional needs during NPD. They also lack the involvement of a large number of experts in R&D and a systematic approach to scientifically address fuzzy and implicit information. More accurately, this study aims to address the following issues:
Q1: How can AIGC technology be effectively utilized to help SMEs quickly obtain a large number of PI concept sketches?
Q2: How can SMEs be helped to quickly obtain and accurately filter customer emotional requirements?
Q3: How can SMEs be helped to integrate CR information when screening PI concept sketches?
To address these issues, this study proposes an AI-powered method that integrates SG and KE to guide SMEs in new product development. Firstly, SG and Midjourney are used to rapidly generate a multitude of PI conceptual sketches, greatly enhancing the efficiency of the creative stage. Secondly, KE and web crawling techniques are used to obtain a comprehensive understanding of user emotional preferences, assisting enterprises in accurately acquiring CRs. Thirdly, the QFD framework is used to construct the mapping relationship between CRs and PIECs. Experts are invited to score the correlations using interval grey numbers to screen out the PIECs that can most effectively meet CRs. Finally, the design scheme is completed by the selected PIECs. The proposed method helps SMEs quickly obtain product form design schemes that meet PI and user performance with less resource investment, enhancing the competitiveness of the enterprise’s brand and products.
3. Materials and Methods
This paper aims to introduce an innovative approach that helps SMEs maintain the PI elements in product form design while also satisfying the emotional needs of users. Furthermore, it seeks to achieve precise decision-making outcomes even under conditions of limited resources, such as small samples and scarce information. This method mainly consists of four phases, as shown in
Figure 2. In the first phase, representative products of a certain brand are collected online and offline, the typical PI form elements are analyzed and defined, and then conceptual sketch alternatives are generated through training and iteration using SG and an AI-powered tool (Midjourney). In the second phase, Kansei words are extracted from online reviews, Kansei factors are then identified through FA, the hierarchical structure of Kansei requirements is constructed by employing the G-AHP, and the grey weights of finial consumer requirements (FCRs) are calculated. In the third phase, generated alternatives in the first phase are screened, and the PIECs of key forms are deconstructed using MA. Meanwhile, the PIECs, along with the FCRs, are input into the QFD model. The mapping relationship between them is scored by experts using grey interval numbers, and the ranking results for the PIECs of each key form are calculated. In the fourth phase, the optimal PIECS sketch alternatives are chosen and utilized for the detailed design and rendering of the final scheme, and the results are verified.
3.1. PI Form Design Sketch Alternative Generation
The generation of conceptual sketches is an extremely challenging task in product form design, which demands a high level of time consumption and capability from the design team. Additionally, the retention of PI elements within the sketches further complicates the task, which is unfriendly to SMEs. In this phase, a method combining SG with Midjourney is proposed, which is capable of generating form designs that retain PI characteristics and, based on AIGC technology, rapidly produces a multitude of conceptual sketch alternatives. The steps are as follows:
Step 1: Defining PI characteristics. Through online and offline surveys, collect typical products of a certain brand and obtain a product set in the form of images. Inviting design experts to form a team, using the Delphi and MA to screen the product set, obtain significant PI elements, and define them to get element descriptions and schematic diagrams.
Step 2: SG + Midjourney. According to Stiny, G., the shape grammar G = (S, L, R, I) consists of four components: (1) S is a finite set of shapes, (2) L is a finite set of labels, (3) R is a finite set of shape rules of the form α→β, where α is a labeled shape in (S, R)+ and β is a labeled shape in (S, R)*, and (4) I is a label shape in (S, R)+ called the initial shape [
42].
The key technology of SG is transformation rules, which include generative rules for creating something from nothing based on the initial form, and modification rules for performing operations such as stretching, scaling, translation, rotation, deformation, addition and subtraction, replacement, and duplication [
9,
19]. In practice, the complexity of parameterized encoding in SG, along with the need for manual constraint editing and high computational requirements, means that the method’s application is still limited and under exploration.
Midjourney is an AI creative platform with the advantage that users can input prompts to generate text-to-image and image-to-image processes. In the fields of design and artistic creation, this technology has gradually been adopted, becoming a potential creative tool for designers and artists [
43]. By integrating text-to-image and image-to-image technologies, an innovative color block annotation method is used for pre-processing the image sources of PI. Midjourney is then utilized for image recognition training, combined with the 8 transformation rules from SG, and input into the Midjourney Model Version 6.0 as prompts, which is the current default model. Through the modification of the prompts (transformation rules and image source links) and multiple iterations, a large number of conceptual sketch alternatives are ultimately obtained.
3.2. Kansei CR Extraction
In this phase, the focus is on the obtaining and weighting of users’ emotional needs. Meeting the emotional needs of users is an important factor in determining whether a new product will be favored by the market. The methods of KE and G-AHP are used for the acquisition and calculation of users’ emotional needs.
Step 3: Mining data. Use Octoparse v8.7.0 to crawl user reviews of products on e-commerce platforms, since the Kansei words for emotional needs are mostly adjectives, the high-frequency adjectives with positive semantic explanations are screened out to obtain a Kansei dictionary.
Step 4: Clustering Kansei words. Select products with distinct characteristics available on the market and use images as samples to incorporate representative emotional words from the Kansei dictionary for questionnaire design. Invite more than 10 experts with over 5 years of experience in E-moped design and product design to form an expert team to score the questionnaire and use FA to process the data, clustering to identify important Kansei factors. Data analysis is conducted using the online application software Statistical Product and Service Software Automatically (SPSSAU Version 23.0).
Step 5: G-AHP calculating Kansei weights. Combine grey numbers and AHP to calculate the weights of Kansei factors. Firstly, use grey numbers to replace the single-point value linguistic scales that represent semantic differences in traditional AHP methods for expert questionnaire design, as shown in
Table 1. Secondly, construct a grey pairwise comparison matrix: Equation (1) represents the judgment of expert
e when making a grey pairwise comparison between the
ith and
jth indicators. By having expert
e compare all pairs of indicators, a grey pairwise comparison matrix is formed, as given in Equation (2). Thirdly, calculate the geometric mean of all the grey pairwise comparison matrices provided by the experts, as given in Equation (3). The difference in G-AHP is to calculate the geometric means for both the upper and lower bounds of the interval grey numbers separately. After the combination of the experts’ pairwise comparison, the main pairwise comparison matrix
D is found, as given in Equation (4). Fourthly, normalize the grey pairwise comparison matrix, as given in Equations (5) and (6), by calculating the upper and lower bounds of the grey interval matrix separately to obtain the normalized grey pairwise comparison matrix D*, as given in Equation (7). Fifthly, calculate the final grey weights of the Kansei CRs, as given in Equation (8), where
represents the final grey weight of requirement
i. The obtained grey weight results are used to rank the FCRs.
3.3. G-QFD
In this phase, construct a QFD framework to obtain a FCR and PIEC correlation judgment matrix, and invite experts to score the correlation using interval grey numbers, resulting in the HoQ of ECs for each PI element. The correlation results between FCRs and PIECs are calculated to determine the priority ranking of PIECs.
Step 6: Constructing G-QFD judgment matrixes. Inpu the FCR results obtained from step 5 into the left wall of the HoQ, while inviting experts from the fields of industrial design, brand strategy, engineering manufacturing, and so on to form an expert team. Then, using KJ and MA, the important PI form design elements are deconstructed to obtain multiple PIECs, which are then input into the roof of each HoQ, respectively. The operation process is shown in
Figure 3.
Step 7: Calculating the final weight of PIECs. By implementing the QFD process, the expert team is further invited to assess the level of correlation between FCRs and PIECs using grey numbers. The final importance calculation of PIECs is given in Equation (9), where
represents the grey weight of the final PIECs and
represents the level of correlation between FCRs and PIECs, evaluated using an interval grey number [0, 1]:
Step 8: Determine the final ranking order of PIECs. Since the importance level of CRs and ECs is represented as an interval grey number, assume two interval grey numbers:
and
. There are six possible conditions between
, and
, as shown in
Figure 4.
Scholars use the geometric area comparison method in traditional vector spaces to rank grey numbers by comparing the areas in the vector space [
44]. In
Figure 4, the results for (a) and (f) can be clearly derived; hence, the vector space is redrawn, taking (b–e) as an example, as shown in
Figure 5.
Firstly, derive an ideal grey number
, as given in Equation (10):
Then, calculate the area
, among the
and 45° line, and similarly calculate the area
, as given in Equations (11) and (12):
The priority of and is defined as follows:
If (a) < , then < ;
or, if (b) = , then = ;
or, if (c) , then .
4. Case Validation and Results
Previous studies have indicated that the design of transportation products puts more emphasis on PI. Whether it is cars or motorcycles, brands such as BMW, Buick, and Harley-Davidson have all received attention in the field of academic research [
21,
22]. This section selects a Chinese brand of female E-mopeds as an example to verify the feasibility of the proposed method. At present, the brand’s products have initially established the PI design. However, since early E-moped users were predominantly male, the product form designs were mainly led by male aesthetics. Currently, the female E-mopeds on sale only meet the aesthetic demands through modifications such as color, painting, structural lightweighting, and accessories, rather than starting from the initial CRs, as shown in
Figure 6.
Since females focus more on emotional needs when making purchasing decisions, integrating feminine emotional demands into product form design has become a key element of the design process [
45]. It is a significant challenge for SMEs to design a product form that retains PI while meeting female CRs efficiently and accurately with limited resources available. To achieve this goal, the process is specifically divided into the following three phases:
Step 1: Defining PI characteristics. The form of E-mopeds has two different riding postures: sitting-style and straddle-style. The brand’s mainstream sitting-style product was selected by this study. Previous studies on structurally similar vehicles such as motorcycles or mopeds had primarily used the side view as the main perspective for research [
46]. Therefore, we chose the side view as the research perspective and collected 25 product images, online and offline. An expert team of five experts, including E-moped specialists, brand strategists, and industrial designers, utilized the KJ method to select a representative sample (model NQi). Eight form design features were extracted and coded A–H, as shown in
Figure 7.
Using Photoshop, the images of 25 products were refined to eliminate color and pattern distractions. The MA and Delphi methods were used by experts to identify 3 main PI form elements that influence the product design: (1) Front Cover: an arrow-shaped front cover that extends to the sides (
Figure 8a). (2) Seat: the seat contour is more rectangular, avoiding free curves (
Figure 8b). (3) Side Cover: the side bottom cover and side body cover are polygonal in shape, divided into separate and integrated styles (
Figure 8c,d).
Step 2: Generating conceptual sketch alternatives. Midjourney cannot effectively recognize the PI form elements of images. First, the PI area of the product image was manually marked with color blocks for pre-processing and then input into Midjourney for training. Taking one side body cover as an example, the pre-trained image obtained after manual processing was shown in
Figure 9, where the red area indicated the PI form area for AI recognition training.
Second, the pre-trained images were input into Midjourney to obtain image links, and then one of the 8 deductive rule prompts was input for image generation. After several iterations and selections, the concept sketches were obtained. Taking an iteration-generated interface as an example, the U button and V button were used to select and fine-tune the images for the next round of generation. At the same time, the prompts can also be modified through the bottom dialogue box to obtain other alternatives of PI, as shown in
Figure 10.
Last, this study obtained 63 initial concept sketches, from which the expert group selected and removed those that clearly did not conform to the PI and those that had similar designs, resulting in 48 concept sketch alternatives, as shown in
Figure 11.
Step 3: Constructing the Kansei dictionary. The Chinese online shopping platform JD.com and the American platform Amazon.com are both large-scale platforms with a vast amount of reviews [
5]. To ensure the diversity of data collection, the Octopus tool was used to crawl data from the two platforms, selecting review data from mainstream brands such as Yade, Aima, Niu, and Luyuan under the female E-moped category [
47], and a total of 6181 reviews were collected. After filtering out duplicates, meaningless content, and expressions that only conveyed good or bad sentiments, a Kansei dictionary consisting of 72 words with a frequency higher than 50 was constructed, as shown in
Table 2.
Step 4: Clustering Kansei factors. Cluster the Kansei words using FA to identify the user’s concerns. A focus group of 15 E-moped and product design experts with over 5 years of experience screened female E-moped search results on JD and Amazon, and then applied the KJ method to refine the Kansei dictionary to 10 Kansei words, as shown in
Table 3.
Since this study explores the impact of emotional needs on form design, Photoshop was used to desaturate product images and eliminate the interference of background and perspective differences in E-mopeds. Three selected products with significant differences are shown in
Figure 12.
The obtained 10 Kansei words and 3 typical samples were used to create a conformity questionnaire, which was then distributed to female consumers for scoring. The questionnaires were designed on a 5-point Likert scale with a score of 1 for not conforming, 2 for less conforming, 3 for average, 4 for more conforming, and 5 for conforming. The questionnaire collected a total of 60 subjects, of which 30 were female students majoring in product design, and the other 30 were middle-aged and young women from society.
Data analysis was conducted using the SPSSAU software, and the Cronbach’s α coefficient was 0.934, indicating the high reliability of the questionnaire data. The Kaisere-Meyere-Olkin (KMO) measure and Bartlett’s test of sphericity were conducted, resulting in a KMO value of 0.754, indicating that FA can be used to process the data. The Bartlett’s test of sphericity value was p = 0.000, indicating the data was spherically distributed, which means that the variables were not independently distributed and were suitable for FA.
FA was conducted on the questionnaire data for the clustering of Kansei words. When three clustering factors were selected, the cumulative variance interpretation rate was 72.105%; thus, the factors were extracted into 3. The maximum variance method was applied to the factors to obtain the rotated factor matrix, as shown in
Table 4. Absolute values of factor loading coefficients below 0.5 were omitted from the display in the table for clarity. Factor 1 consists of 4 Kansei words: “lightweight”, “compact”, “cute”, and “fashionable”, which name the aesthetic factor. Factor 2 consists of “beautiful”, “convenient”, and “comfortable”, which name the affinity factor. Factor 3 consists of “stable”, “durable”, and “safe”, which name the trust factor.
Step 5: Calculating Kansei CRs weights. Grey theory was integrated into the AHP to construct a 3-layer Kansei CR model, with females’ Kansei CRs for E-mopeds as the target layer, 3 Kansei factors as the criterion layer, and 10 Kansei words as the sub-criterion layer. Twelve experts were invited to make judgments on perceptual demands, including 2 design directors with more than 8 years of industrial design experience, 3 industrial design professors, and 7 master’s degree graduate students majoring in industrial design, with 50% being female. Experts conducted a questionnaire interview in the form of focus groups to obtain the two-by-two pairwise comparison matrix for each expert’s judgment on the criteria and sub-criteria.
Taking expert 1 as an example, judgment matrix
A1 was obtained using Equations (1) and (2), and interval grey numbers were used to value the judgment matrix.
The judgment results from the 12 experts were calculated using Equations (3) and (4) to obtain the main pairwise comparison matrix and weights, as shown in
Table 5.
According to Equations (5)–(8), the judgment results of the sub-criterion layer were calculated in sequence, and the initial grey weight results of each of the Kansei words are shown in
Table 6,
Table 7 and
Table 8.
Normalization calculations were performed to obtain the final weights for each Kansei word, with FCR
1 to FCR
10 encoded for the 10 Kansei CRs, as shown in
Table 9.
Step 6: Establishing HoQs of FCRs and PIECs. The team of experts, consisting of 10 E-mopeds and previously invited industrial design professionals, deconstructed the 48 conceptual sketch alternatives using MA. Combined with the 8 PI form design features obtained earlier, they ultimately identified 3 categories (
Table 10):
Side cover PIECs: 14 different forms of side button covers and side body covers.
Front cover PIECs: 8 different forms of front covers.
Seat PIECs: 5 different forms of seats.
Step 7: Calculating the initial correlation level of PIECs within each category. The relationship judgment between FCRs and PIECs by the 12 experts from step 5 using interval numbers [0, 1] was scored to obtain 3 HoQ relationship judgment matrices. Their calculated grey weights are shown in
Table 11,
Table 12 and
Table 13.
Step 8: Calculating the final grey weights for PIECs within each category. According to Equations (10)–(12), the final grey weights and priority rankings of each PIEC in
Table 11,
Table 12 and
Table 13 were calculated, as shown in
Table 13,
Table 14 and
Table 15. The optimal engineering characteristic in the Side cover PIECs was the 7th, with the grey weight value of [0.307, 0.752]. In the Front cover PIECs, the optimal engineering characteristic is the 3rd, with the grey weight value of [0.303, 0.769]. In the Seat PIECs, the optimal engineering characteristic is the 4th one, with the grey weight value of [0.321, 0.776], as shown in
Table 14,
Table 15 and
Table 16.
Based on the above results, the corresponding conceptual sketches were selected, as shown in the three red frame areas in
Figure 13.
The final design scheme for the female E-moped was obtained through 3D detailed design and final rendering from the selected conceptual sketches by senior designers using Rhino 6.0 and Keyshot 12, as shown in
Figure 14.
The design scheme was utilized as a sample to conduct a questionnaire design for investigating and verifying the validity of the experimental results. The survey questionnaire was conducted using the Chinese online survey platform Wenjuanxing, where participants rated the questions via their mobile phones. Over a span of ten days, a total of 50 female subjects participated in the questionnaire survey, with ages ranging from 18 to 40. Among them, 23 were college students and 27 were other women in society. Before completing the questionnaire, they were required to view images of the design scheme and understand the emotional demand means of the 3 Kansei factors. A 7-point Likert scale was used for scoring, where 1 indicates very non-compliant, 2 indicates non-compliant, 3 indicates less compliant, 4 indicates fair, 5 indicates more compliant, 6 indicates compliant, and 7 indicates very compliant. An expert team also rated the final design’s PI consistency, using the same scoring standards as before. The statistical results indicated that the affinity factor had the highest compliance score of 5.82, while the aesthetic factor and trust factor scored 5.62 and 5.60, respectively. The PI consistency compliance was relatively high at 5.7, as shown in
Figure 15.
5. Discussion
In this study, an AI-powered method is proposed, integrating SG and G-KE-QFD and utilizing Midjourney and web crawling, to address the challenge of integrating PI elements and users’ emotional information in product form design for SMEs. Its effectiveness and feasibility have been verified by a female E-moped of a certain brand as an example.
Compared to existing research, the innovative methods proposed in this study have a uniqueness in three aspects of research: PI design, KE design, and AIGC design. Firstly, in PI design research, existing studies have effectively achieved consistency in PI features through the SG method. However, whether through the parameter-encoding method [
21] or the label-encoding method [
22], the complexity of a large number of rules makes execution very challenging. This current study, with AI-powered technology, has made the process more straightforward and user-friendly. Secondly, in KE design research, existing studies, although capable of effectively mining and mapping users’ emotional needs through integrated methods, encounter problems such as high requirements for computer programming skills [
5] or a lack of diversity in the generation of concept sketches [
31]. This current study can efficiently achieve a diversity of sketches and precisely meet users’ emotional needs. Finally, in AIGC design research, existing studies have explored the application value of AI in the conceptual design phase of architectural design [
24], as well as AI’s capability in product color-matching design [
23], but they have not yet delved into the research of product form design. This current study has explored AI-powered product form design and verified its effectiveness. In summary, this study addresses the shortcomings mentioned in the above previous studies, as shown in
Table 17.
The result of this study has demonstrated the effectiveness of Midjourney in the creative stage of product PI form design, and the online reviews and analysis based on big data can help SMEs to compensate for their insufficient exploration of users’ emotional needs. Integrating grey numbers into the AHP method and QFD framework effectively addresses the impact of subjectivity and fuzzy in decision-making and relationship judgment due to a small number of experts, which affects the precision of the results. Ultimately, this helps SMEs efficiently design schemes that incorporate PI elements and meet users’ emotions.
In summary, this study makes the following contributions:
In this study, the integration of big data mining technology with AHP into the KE framework for obtaining and analyzing online review information ensures the completeness and objectivity of the extraction of CRs. Meanwhile, the introduction of grey numbers into AHP and QFD effectively addresses the issues of subjectivity and fuzziness in the case of a limited number of experts for processing the weights of CRs and their relationship to PIECs, respectively. This leads to the identification of optimal PIECs that meet users’ emotions, guiding the final NPD.
This study assists SMEs in quickly obtaining a large number of sketch alternatives that conform to PI elements and a complete and accurate understanding of user emotional needs, even when they lack the resources of senior designers and design experts, for refining the final design. This method not only meets the needs of enterprises for shaping brand influence but also effectively captures the minds of consumers, promoting the sustainable development of the enterprise.
The study explores the introduction of Midjourney into the real field of product design, combined with SG, to generate a large number of PI concept sketches. This process not only helps designers quickly obtain a multitude of ideas but also completely replaces the complex, inefficient, and highly limited human-driven creative phase, effectively enhancing the efficiency of ideation and significantly reducing the difficulty of the design process.
Nevertheless, this study has some limitations and needs to be followed up.
AI-powered tools in the field of product design tend to have a high degree of randomness during the creative process. Even with the use of multiple prompt words to constrain the output, designers still need to manually process the pre-trained image sources, which reduces work efficiency. Future research could explore the integration of different AIGC tools with the methods of this study to enhance the efficiency of concept sketch generation.
This study only investigates the formal design of PI, while Color, Material, and Finishing (CMF) are also elements of the PI design system. Future research should include these aspects to enhance the comprehensiveness of this research method in the PI system design.
In empirical studies, only the side view is considered, while in reality, the product exists in 3D space. Therefore, it is necessary to conduct further research on other perspectives.