Core Insights - The rapid development of AI models has significantly impacted the smart hardware market, with companies like Outermost Question (02438.HK) launching new products like TicNote after a seven-year hiatus in hardware releases [1][3] - The competition in AI hardware has intensified, with various players including traditional tech giants, hardware manufacturers, internet companies, and startups entering the market [1] - Outermost Question's CEO, Li Zhifei, emphasizes the need to avoid direct competition with smartphone manufacturers, citing their superior supply chain and R&D capabilities [1][8] Company Strategy - TicNote features the self-developed AI Agent, Shadow AI, which supports various functions such as transcription and mind mapping, targeting multiple use cases like meetings and education [3][4] - The product was launched overseas in April and in the domestic market in June, primarily using a subscription model for revenue generation [3][4] - Li Zhifei expresses a strategic shift, focusing on long-term goals rather than immediate sales targets, indicating confidence in the domestic market despite initial hesitations [3][4] Market Positioning - The company aims to carve out a niche by developing hardware that does not directly compete with smartphones, which are seen as the primary competitors in the smart hardware space [1][8] - Li Zhifei believes that smaller, less competitive hardware segments can provide opportunities for growth without the overwhelming pressure from larger manufacturers [8] - The strategy is to focus on mature technology for hardware development, avoiding complex areas like VR/AR that require extensive R&D [4][8]
时隔7年再布局智能硬件 “AIGC第一股”出门问问选择避开雷军的“枪口”