从深圳走向全球的爆款智能录音设备Plaud回归内地市场 “爆品”之路能否成功复制

Core Insights - Plaud, a smart recording brand from Shenzhen, has returned to the domestic market with three AI recording hardware products priced over 1,000 yuan, but initial pre-sale performance on platforms like JD, Tmall, and Douyin has been underwhelming, with only over 200 units sold in three days on Tmall [1] - The company, established in 2021, previously achieved significant success overseas, generating over 100 million USD in annual revenue and selling over 1 million units [1][2] - The key to Plaud's success lies in addressing a niche demand for integrated recording and transcription solutions for Apple users, particularly with its flagship product, the AI card recording pen "Plaud Note" [2] Market Positioning - Despite lowering subscription fees in the domestic market, Plaud's hardware pricing is still higher compared to local competitors, such as DingTalk and TicNote, which offer products at significantly lower prices [2] - The emergence of numerous similar white-label AI recording products in Huaqiangbei, priced between 300 to 500 yuan, poses additional competition for Plaud [2] - Major domestic smartphone manufacturers like Huawei and Xiaomi have already integrated high-quality recording and real-time transcription features into their native applications, further intensifying competition [2] Future Challenges - While Plaud has demonstrated strong performance in international markets, it must now prove its product's technical precision and innovative capabilities to domestic consumers in a highly competitive landscape [3]