AI硬件出海，中国制造全球化的新故事｜AI观察系列策划③

Core Insights - The AI hardware market is rapidly expanding, with companies like Plaud entering the Chinese market and established players like DingTalk and 360 launching similar products, indicating a growing interest in AI recording hardware [1][2] - AI hardware is seen as a new entry point in the AI industry chain, with applications extending beyond traditional sectors into everyday products like office furniture and toys [3][4] - The global quadruped robot market is projected to exceed $180 million in 2024, with Chinese manufacturers leading the market due to their robust supply chains and cost-effective products [2][3] Group 1: Market Trends - The AI hardware sector is experiencing a surge in interest, with various companies exploring overseas markets, leveraging China's supply chain advantages [1][2] - IDC forecasts that the global quadruped robot market will reach over $180 million in 2024, with a shipment volume of approximately 20,000 units [2] - Companies like Saint-Ao Technology are integrating AI into their products, such as smart desks with voice interaction capabilities, and are expanding their international presence [3][5] Group 2: Company Developments - Plaud, an AI hardware startup, has officially announced its entry into the Chinese market, following the launch of DingTalk's AI hardware [1] - Saint-Ao Technology has reported a compound annual growth rate of 25% in its foreign trade revenue from 2020 to 2024, indicating a strong push for global expansion [5] - OpenAI is also entering the hardware space, planning to release a series of AI hardware products, including glasses and digital recording devices, by late 2026 or early 2027 [6][7]