编者荐语： 这个月中规中矩 以下文章来源于AI产品榜 ，作者李榜主 AI产品榜 . AI产品榜 aicpb.com 按月发布AI产品榜单。AI产品榜大会，是你必参的会。 发起人：李榜主 wx：QBB2378 第 11 期 AI产品榜·应用榜(APP) （2025 年 06 月）由 AI产品榜、36kr、硅星人、 沃垠AI、小熊跑的快 联名发布。 AI产品榜 2025 年 06 月榜 本文里包含 9 个 AI 榜单，更多 AI产品榜单直接访问官网 AI产品榜 aicpb.com 。 | AI产品榜·应用榜（APP） | | | | --- | --- | --- | | 全球总榜 | MAU | 全球MAU增速榜 | | 国内总榜 | MAU | 国内MAU增速榜 | | 出海总榜 | MAU | 全球MAU降速榜 | | 全球下载榜 | | 国内下载榜 | | 订阅收入榜 | | | 引用数据标注来源：【公众号@ AI产品榜 aicpb.com 】 AI 发展到今天，我们想，要完全发挥 AI 的能力，不仅需要软件，还需要硬件，甚至需要一个新的计算终端设备。 所以，在AI产品榜发榜 2 周年之际：我们将举办 A ...

Core Viewpoint - The article emphasizes the readiness of AI+hardware integration, highlighting the emergence of popular products in AI companionship, education, and wearables, while acknowledging that embodied intelligence still requires time to develop [1]. Group 1: AI+Hardware Development - The AI+hardware development competition aims to discover practical AI hardware products that address real user problems, with a focus on integrating AI into everyday life scenarios [2]. - The competition seeks products that not only possess large model capabilities but also combine AI algorithms with physical interactions, targeting user applications [5]. - The goal is to find next-generation hardware devices that embody AI capabilities, enhancing user interaction through perception, recognition, prediction, learning, and decision-making [6]. Group 2: Competition Details - The competition offers a total cash prize pool of 285,000 yuan, with awards for first, second, and third places, as well as popularity awards [9]. - Registration for the competition is open until August 4, 20:00, with specific deadlines for proposal submissions and evaluations [8][10]. - Participants can be individuals or teams, with a recommendation for team sizes not exceeding 10 members, and the competition encourages innovative solutions to real-world problems [10].

当深圳一家初创公司PLAUD.AI靠磁吸卡片录音笔年入1亿美元的消息传开，AI赛道的老兵出门问问嗅 到了机会。6月25日，该公司推出一款针对国内市场的AI卡片式录音笔—TicNote，试图以智能体破局， 但横亘在面前的，是功能同质化的产品红海，若无法跨越技术落地与用户认知门槛，这款设备也很难成 为新的细分市场之王。 从智能手表TicWatch的辉煌，到AIGC业务收入占比飙升至56.8%，出门问问的转身充分体现了很多AI公 司的生存法则：与其烧钱死磕硬件，不如让软件成为"灵魂"。但危险同样清晰——当大模型创业潮催生 无数配音助手和数字人，这家被称为"AIGC第一股"的公司，必须证明自己能在某个细分领域成为"代名 词"，而非又一颗被浪潮吞没的流星。 瞄准成熟硬件形态 从产品品类来看，卡片式录音笔并不罕见，出门问问也不是第一家推出这类产品的。此前深圳创业公司 PLAUD.AI，靠在海外销售磁吸卡片录音笔，据媒体报道，截至去年11月年化收入达到1亿美元，连续2 年达10倍增长。 对于这一点，出门问问创始人兼CEO李志飞对包括《华夏时报》记者在内的媒体记者坦言，出门问问曾 经做过原创硬件研发，需要几千万元的投入，卖1 ...

这是铅笔道与Global AI推出的联合专栏，探讨AI应用的主流机会。Global AI正寻求早期AI项目投资，BP投递入口：https://globalai.hanghang.com/ 去年，OpenAI创始人山姆·奥特曼抛出了一个石破天惊的看法：在AI的助力下，创始人不雇佣任何员工，也能做出一家独角兽公司（估值10亿美元）。 在科技行业不少人看来，这已然是一个趋势，只是时间早晚的问题。 从2022年11月ChatGPT问世以来，AI赛道的热门创业方向也几经更迭。从高门槛的基础大语言模型，到试图改造传统行业的各种AI"套壳"应用，再到多模 态与智能体，再到近期的AI原生产品与新交互范式。 普遍认为，AI原生产品与新交互范式是最有可能诞生"一人独角兽"的方向。它们不再是给旧软件加AI，而是从零构建以AI为中心的产品，已经涌现出AI 个人多模态助手（如Fellou浏览器）、AI原生硬件（如Even眼镜、Plaud录音笔）。 最近，铅笔道与华创资本创始合伙人王道平就最新的AI创业机会、AI创业者的能力、AI商业化等话题做了交流。 王道平认为，现在留给AI创业公司的时间非常短，用户一旦看到结果，就会立刻对你的产品形 ...

Core Insights - The founder and CEO of the company, Li Zhifei, acknowledged the challenges in competing with major players in the AI model space, indicating a shift in focus towards software development rather than hardware [1][6] - The company has launched a new AI card-style recording pen, TicNote, aimed at the domestic market, which incorporates their newly developed Agent, Shadow AI [1][12] - Despite initial success, the company's stock price has significantly declined from its IPO price, reflecting a loss of investor confidence [6][18] Group 1: Business Strategy - The company is adopting a more conservative approach to hardware development, focusing on established hardware forms and prioritizing AI software development [3][12] - The TicNote product is positioned to compete with Plaud's successful recording pen, but the company is cautious about its sales expectations [14][17] - The company aims to leverage its software capabilities to differentiate its hardware offerings in the competitive domestic market [16][21] Group 2: Financial Performance - The company has struggled with profitability since 2021, continuing to report losses [4][18] - In 2024, the company's total revenue was reported at 390 million yuan, marking the lowest level in four years despite a significant portion of revenue coming from overseas [18][19] - The overseas business accounted for 41.8% of total revenue, indicating a strategic focus on international markets [18] Group 3: Market Competition - The competitive landscape for smart hardware is intensifying, with established players like Huawei, Xiaomi, and Samsung dominating the market [10][19] - The company faces challenges in establishing a competitive edge due to the lack of a strong hardware ecosystem and reliance on ODM partnerships [10][19] - The AI recording product market is becoming increasingly crowded, with numerous competitors already established in the space [16][21]

以下文章来源于晚点科技 ，作者晚点团队 晚点科技 . 晚一点，好一点 "用户最核心的需求是理解、陪伴与社交玩法，而不是复杂动作表演。" 文 丨 王与桐 编辑 丨 程曼祺 本轮融资完成后，珞博将围绕 "芙崽"IP 构建更完整的生态矩阵，重点包括新产品迭代、渠道拓 展、IP 联名款推出以及 AI 能力深化。此轮的领投方之一，上影集团就拥有诸多知名 IP，包括 《大闹天宫》《葫芦兄弟》《黑猫警长》《哪吒闹海》等 。 《晚点 LatePost》独家获悉，AI 陪伴硬件初创公司 Robopoet 珞博智能近日完成数千万元人民 币天使轮融资，由上影新视野基金与金沙江创投联合领投，零一创投跟投。 珞博成立于 2024 年 1 月。今天（6 月 17 日），珞博的首款产品芙崽 Fuzozo 将在京东自营渠 道开始预售。 全球范围内，近期受到关注的可与人互动的智能 AI 潮玩或宠物，还有外形像老鼠、兔子和猫咪结合 体卡西欧 Moflin，售价 400 美元，官网一度断货，二手平台被炒到上万元。日本知名宠物机器人 LOVOT，具备一定自主移动能力，售价达 3 万元，在全球卖出上万台。在今年 CES 上，树懒外形的 AI 宠物 M ...

Group 1: Industry Trends - The "2025 High-Quality Consumption Brand TOP100" initiative focuses on nine key sectors including beauty economy, sports and outdoor, food and health, smart consumer electronics, pet economy, experience economy, interest consumption, cross-border expansion, and consumption technology [2] - AI and hardware integration is emerging as a significant trend across various sectors, with companies launching AI-enabled products that are breaking traditional market boundaries [2][3] - The global AI hardware market is witnessing rapid growth, with notable products like AI recorders and AI glasses gaining traction [3][5] Group 2: AI Hardware Developments - The AI recorder Plaud Note has achieved significant success, with nearly 700,000 units shipped globally and an annual revenue of $100 million, reflecting a tenfold growth over two years [5][11] - AI glasses are becoming increasingly popular, with companies like Thunderbird and Rokid announcing new products that leverage AI for enhanced user experiences [7][8] - AI technology is enhancing the functionality of household appliances, with smart kitchen devices seeing over 30% sales growth in 2024 [20][21] Group 3: Consumer Insights - A survey indicated that over 30% of consumers are motivated to purchase products that incorporate AI technology, with more than half feeling a sense of upgrade when encountering AI-enabled Chinese brands [22] - The integration of AI in household appliances is shifting the industry from passive response to proactive service, creating interconnected smart home ecosystems [22][23]

[Table_Main] 行业研究|可选消费|媒体Ⅱ 证券研究报告 媒体Ⅱ行业周报、月报 2025 年 06 月 09 日 [Table_Title] 吉比特新游表现亮眼，AI 产业持续迭代 ——传媒行业周报 [Table_Summary] 报告要点： 市场表现 周度涨跌情况（2025.5.31-2025.6.7）：传媒行业（申万）上涨 2.59%， 排名行业第 7 名，同期沪深 300 涨 0.88%，上证指数涨 1.13%，深证 成指涨 1.42%，创业板指涨 2.32%，恒生科技指数涨 2.25%。ST 联 合、湖北广电、*ST 大晟、歌华有线、姚记科技表现较优，恒生科技 成分股中快手-W（周涨幅 10.88%）、阅文集团（周涨幅 8.58%）表现 较好。 行业重点数据及动态更新 AI：根据 AI 产品榜数据，2025 年 5 月 ChatGPT 年化订阅收入为 12.5 亿美元，中国出海产品 PLAUD、PolyBuzz 等表现较好。5 月，全球 MAU 排名前十的 AI 应用中百度网盘、夸克、豆包、Deepseek、元宝、 Talkie AI 进入全球前十，占比过半，其中前四款的月活用户破亿。AI ...

知名分析师郭明錤爆料：新设备预计2027年量产；佩戴方式之一是挂脖；比Humane的AI Pin稍大一点 儿，外形和iPod Shuffle一样紧凑优雅；量产之前，设计和规格可能会变化。有摄像头和麦克风，但没 有显示功能。 模型卷得差不多了，AI硬件竞争开启了。Google前脚刚在I/O大会上预告，整合了Gemini AI的Android XR设备即将问世；OpenAI就紧随其后，宣布将以近65亿美元（约合人民币468亿元）的全股权交易方 式，收购一家硬件初创公司IO。 作为OpenAI史上最大的一笔收购，不是芯片不是模型，而是一家成立才一年的AI硬件公司，这是为 啥？ 一、一盘大棋 IO的老板是乔纳森·艾维（Jony Ive）。 你可能没听说过Jony lve，但你一定知道他的产品。作为曾经的苹果首席设计官，Ive设计了iPhone、 iMac、iPad、MacBook Air等作品，背后的故事太多。乔布斯本人甚至曾把Ive称为"精神伙伴"。2019 年，Ive离开苹果创立设计公司LoveFrom，2024年创立了AI硬件初创公司IO，开发下一代AI设备。 这次收购，创始人Ive不归队，以顾问形式合作，但设 ...

Core Viewpoint - The discussion revolves around the current state and future potential of AI hardware, particularly in the context of smart glasses and the challenges faced by Chinese companies in overseas markets [1][3][4]. Group 1: Development Stages of Smart Hardware - The evolution of smart hardware can be divided into three main phases: the initial phase (2014-2015) focused on domestic markets, the second phase (2015-2016) saw a shift towards overseas markets, and the upcoming phase around 2024 is expected to mark the beginning of the AI hardware era [3][4][5]. - The AI hardware sector is currently experiencing high interest, but actual delivery volumes remain low, indicating a challenging environment for startups due to competition from major players like Xiaomi, Huawei, Google, and Apple [4][5]. Group 2: Challenges and Opportunities in Smart Glasses - Smart glasses present significant challenges, including weight, battery life, and the need for seamless integration into daily life. Products must balance functionality with user comfort to succeed [6][7]. - The market for smart glasses is characterized by various product types, each with unique features and target audiences, making it crucial for companies to identify the right market segment [7][8]. Group 3: Differentiating Smart Hardware and AI Hardware - Smart hardware can be categorized based on usage scenarios, such as wearables, smart home devices, and specialized products for specific environments [9]. - The distinction between smart hardware and AI hardware lies in the integration of AI capabilities, which enhances user experience and functionality [10]. Group 4: Market Demand and User Needs - Understanding overseas user needs is critical for success. Companies must identify specific demands that are often overlooked by domestic players, such as the need for pool cleaning solutions in regions with prevalent swimming pools [15][20]. - The ability to leverage existing supply chains and technological advantages is essential for companies aiming to meet these identified needs effectively [21][22]. Group 5: Recurring Revenue and Subscription Models - Recurring revenue from hardware products is challenging, but certain categories, such as DIY tools and smart home devices, can achieve higher repurchase rates due to consumable components [18][19]. - Subscription models are becoming increasingly important, with successful AI hardware products demonstrating high user willingness to pay for ongoing services [19][20]. Group 6: Competitive Advantages of Chinese AI Hardware Companies - Chinese companies possess strong hardware capabilities and competitive advantages in supply chain efficiency, rapid iteration, and data-driven insights into overseas markets [20][21]. - Focusing on niche markets and understanding local consumer behavior can provide significant opportunities for smaller companies looking to enter international markets [22].