AI时代怎么做硬件出海，沈劲谈中国公司：该轮到我们定义品类了

Core Viewpoint - The article discusses the evolution of Chinese consumer electronics from a phase of following global leaders to a phase of leading and defining new product categories, particularly in the context of AI and emerging technologies [5][14][36]. Group 1: Transition Phases in Chinese Consumer Electronics - The evolution of Chinese consumer electronics can be categorized into three phases: following, catching up, and leading. The "following" phase involved benchmarking against leaders and offering high cost-performance products, while the "catching up" phase focused on single-point innovations and high-end breakthroughs [10][12]. - The leading phase is characterized by a reconstruction of product paradigms and the discovery of new usage scenarios, with the expectation that 2025 will mark the year when China leads in smart cleaning technology [14][19]. Group 2: New Product Categories and Innovations - The article highlights the emergence of two new product categories: Ambient AI terminals and personal AI supercomputing centers. Ambient AI terminals focus on passive interaction and context establishment, while personal AI supercomputing centers emphasize offline intelligence and privacy protection [21][25]. - OpenAI's upcoming AI hardware is expected to fill specific gaps rather than replace smartphones, aligning with the identified market needs [25]. Group 3: Factors for Successful Category Definition - The ability to define product categories is broken down into five dimensions: trend recognition, scene selection, technology integration, experience closure, and scalability. Chinese companies have made significant progress in these areas, particularly in understanding overseas markets [27][29]. - The article emphasizes the importance of deeply understanding the lifestyles and values of different generations, such as Gen Z and Alpha, to successfully define and market new products [29][32]. Group 4: Historical Context and Future Outlook - The historical context of Chinese companies' evolution in consumer electronics is discussed, noting that past successes were often built on following established leaders. The current environment presents a "definer's dividend," where Chinese companies are positioned to lead in new categories [35][36]. - The article concludes with a call for entrepreneurs to strive for category definition, suggesting that the process of naming and defining new products is collaborative and iterative [42][43].