Core Insights - The article highlights the emergence of Chinese hardware companies that are increasingly targeting global markets, showcasing their innovative products and strong branding strategies [1][6][25] - It emphasizes the shift in perception of Chinese manufacturing from low-cost, low-quality products to high-value, innovative offerings that can compete globally [4][18][21] Group 1: Market Trends - The global market is witnessing a new generation of hardware entrepreneurs who are ambitious and focused on creating globally recognized brands [7][20] - Companies like Plaud AI and DJI have set examples of successful global expansion, with Plaud achieving over one million sales of its AI recording pen [1][5] - The article notes that the total export value of Chinese products reached 14 trillion RMB, indicating a significant growth in international trade [3] Group 2: Company Examples - DJI has dominated the consumer drone market, capturing over 70% market share and generating annual revenues exceeding 50 billion RMB [4][10] - Companies like影石创新 (Insta360) and 正浩创新 (Zhenghao Innovation) have also emerged as leaders in their respective fields, with影石's market value surpassing 100 billion RMB shortly after its IPO [5][13] -拓竹科技 (Bambu Lab) has revolutionized the 3D printing market with its innovative products, achieving rapid revenue growth and significant market presence [14][15] Group 3: Entrepreneurial Characteristics - The new generation of hardware entrepreneurs is characterized by a global perspective, high educational backgrounds, and a desire to innovate rather than imitate [21][22] - These entrepreneurs are willing to invest heavily in R&D and marketing to create high-quality products that can command premium prices in international markets [10][11][17] - The article suggests that the current environment is a golden age for hardware startups in China, with abundant opportunities for those who can identify market needs and assemble the right teams [6][25] Group 4: Supply Chain Dynamics - The strength of China's supply chain is a critical factor in the success of these hardware companies, allowing for rapid prototyping and production [29][33] - The article highlights the evolution of the supply chain from low-cost manufacturing to high-quality production capabilities, enabling companies to produce innovative products at competitive prices [30][34] - The ability to leverage local suppliers and manufacturers has significantly reduced time-to-market for new products, fostering a culture of innovation [29][30] Group 5: Investment Landscape - The investment landscape for hardware startups has shifted, with more investors willing to back innovative hardware projects, recognizing their potential for high returns [48][49] - Notable investors like 李泽湘 and 高秉强 have played a crucial role in supporting early-stage hardware companies, providing them with the necessary resources to succeed [43][44] - The article indicates a growing interest in hardware investments, with many investors now actively seeking opportunities in this sector [49][50]

作者 | 袁斯来 访谈 | 袁斯来 黄楠 张子怡 编辑 | 杨轩 特朗普挥动关税大棒的时候，却不知道，中国公司仍然在纽约时代广场的荧幕上抢占眼球。 巨幕下的匆匆过客中，一定有这款Plaud AI录音笔的用户。它纤薄小巧，能贴在iPhone背后，接入ChatGPT整理录音，售价不算便宜，159美元起，但销量 却迅速突破了百万台。 （2025年6月，Plaud广告登上时代广场屏幕，图片来自Plaud.AI 公众号） 这样的口号放在十年前，没有多少人会当真。当下，却可能是许多野心勃勃年轻人理所当然的创业路径。不止一位创业者向36氪表达了这样的想法：一个 硬件创业公司，在2025年要是不盯着全球市场，不想做高溢价的品牌，那就太没想象力了。 在全球环境动荡不安的眼下，这样的"想象力"充满了珍贵的乐观主义勇气。 如果追寻这种勇气的源头，或许要将时间拨回到十年前。 2014年时，《华尔街日报》发文称赞一家产品刚上市两年的中国公司是"首个在全球主要的消费产品领域，成为先锋者的中国企业。" 赞誉背后的现实是：以中国加入WTO为标志的全球化十几年后，中国出口总值已达到14万亿人民币，但中国产品给世界留下的印象仍然是：性价比不 错 ...