以下文章来源于乌鸦智能说 ，作者智能乌鸦 乌鸦智能说 . 人人都能读懂的AI商业 来源丨乌鸦智能说（ID： wuyazhinengshuo ） 作者丨 林白 图源丨 Plaud.ai 要说这波中国AI浪潮里，谁是最成功的AI硬件？ 答案可能超乎你想象。不是热炒的AI眼镜，也不是可爱的AI玩具，而是一张小小的AI录音卡片。 如果只看数据，它大概是迄今为止中国厂商最成功的AI硬件。真正把这个品类带火的，就是Plaud。 截至目前，Plaud全球出货量已突破百万台，从2023到2025连续两年保持10倍增长，今年预计收入 2.5亿美元。更狠的是，其中差不多一半来自年度AI订阅服务，盈利能力远超传统硬件。 朱啸虎甚至透露，Plaud 已冲到10亿美元估值，大厂们都在排队要投。如今，阿里、360等巨头也开 始盯上这块"小卡片"。 问题就来了：在Plaud之前，录音笔这种功能类似的产品早就存在，为什么AI录音卡片还能杀出一条 新路，做到这种规模？ 今天，乌鸦君就带你聊聊，藏在AI录音卡片背后的趋势与逻辑。 人人都在抢的"AI录音卡片" 用一句话概括，AI录音卡片就是，录音笔+会议机+翻译机+AI助理的集合体。 它是一张能 ...

AI时代，在革新原有的智能终端同时，大家也都在寻找AI时代的新硬件和新机遇。只是，虽然有类似 于AI Pin等新形态产品的面世，但最终都被市场验证是个失败品。 值得一提的是，有一家来自深圳的公司很特别，从对话智能角度切入，推出的AI纪要产品早前已在全 球热销，也成为市场公认的最成功的AI硬件之一，并得到了金沙江创投主管合伙人朱啸虎的认可， 称"真正适合商业化的AI创业项目往往具有技术稳定的特点，Plaud就具有大规模商业化落地前景。" 公开资料显示，Plaud以录音设备为切入点，曾推出全球首款且销量第一的卡片式AI纪要产品Plaud Note 以及可穿戴式产品Plaud NotePin，年收入超1亿美金。日前，Plaud正式宣布入局中国市场，上架开售 Plaud NotePin S、Plaud Note Pro和Plaud Note三款产品，售价分别为1249元、1299元和1149元。 "中国是全球最大的统一市场。我们对中国市场的商业化有一定期待，但在这方面会时刻保持冷静克 制，不太希望因为商业上的诉求，从而去影响我们对于用户的服务或产品体验，我们永远都会秉持说是 不是先能服务好用户。"Plaud合伙人兼全 ...

来源：环球网 【环球网科技报道 记者 林迪】进入中国大陆市场，Plaud带来的不仅是一款产品，更是一种关于"如何 与AI共处"的思考。在这个信息过载的时代，或许我们真正需要的，不是一个更快的录音笔，而是一个 能听懂、能思考、能共情的"智能伙伴"。 9月23日，全球原生科技公司Plaud正式宣布进入中国大陆市场，并同步发售三款核心产品——Plaud Note Pro、Plaud Note以及可穿戴式AI纪要产品Plaud NotePin，其中升级版的Plaud NotePin S更是在国内 首发。这一动作不仅标志着Plaud完成了其全球化布局的关键一环，也向中国市场投下了一次关于"AI时 代人机关系"的深度思考。 资料显示，自2023年产品上市以来，Plaud已在全球170个国家售出百万台设备，服务涵盖企业高管、医 生、律师、金融从业者等"三高"人群（高对话依赖、高知识密度、高决策杠杆）。如今，它带着"三 高"用户理念，正式叩响中国市场大门。 从全球市场到大陆市场：是实用和价值共振 Plaud合伙人兼中国区CEO Peter坦言："我们在海外卖了170个国家和地区，围绕用户最核心的需求，我 们不断打磨，不断优化 ...

Core Insights - Plaud is aggressively hiring and aims to expand its team to enhance its AI hardware capabilities, reflecting its growth trajectory and market potential [2][9] - The company reported over $100 million in earnings last year, with projections to exceed $200 million this year, indicating strong financial performance and market demand [3][4] - Plaud's product, a $150 recording card, has sold to over 1 million users globally, showcasing its success in the AI hardware startup space [4] Group 1: Business Model and Market Position - Plaud's business model is not heavily reliant on external financing, as it has established itself as a leading AI hardware startup [4] - The company emphasizes the importance of product-market fit (PMF), which has driven its rapid growth, achieving a fourfold increase in sales within a year [5][18] - The competitive landscape is evolving, but Plaud remains focused on delivering cutting-edge intelligence to its users, rather than being distracted by slower competitors [6][9] Group 2: Product Development and User Engagement - The company is iterating on its product offerings, moving from a simple recording device to a more comprehensive work companion that integrates various functionalities [58][70] - New features like "Press to Highlight" allow users to mark important moments during recordings, enhancing the value of the captured information [44][46] - Plaud aims to align AI capabilities with user intentions, ensuring that the technology not only records but also understands and processes user needs effectively [47][56] Group 3: Future Directions and Market Strategy - The company plans to expand its presence in the Chinese market, recognizing the significant opportunity presented by a large user base [68] - Future product iterations will focus on integrating advanced AI capabilities, with an emphasis on context and user interaction [70][74] - Plaud is committed to maintaining a strong engineering team to support its ambitious goals in the AI hardware space, prioritizing talent that can drive innovation [78][79]

Core Viewpoint - The article highlights the success of Plaud as a leading AI hardware company, emphasizing its unique approach to product development and market entry strategies, particularly in the context of the AI revolution [4][11]. Group 1: Company Overview - Plaud has sold over 1 million units of its AI note-taking products across 170 countries within three years of its establishment [5]. - The company anticipates a total revenue of $250 million by September 2025, which includes both hardware and subscription-based AI software [6][7]. Group 2: Product Strategy - Plaud focuses on a specific niche in the market, targeting dialogue-driven work environments rather than document-driven ones, which differentiates it from competitors like DingTalk and Feishu [19][44]. - The newly launched "Ask Plaud" feature allows users to engage in deep Q&A with the AI based on recorded content, showcasing a unique approach to user interaction [20][25]. Group 3: Market Positioning - Despite the presence of larger competitors, Plaud maintains its pricing strategy without undercutting, believing that the value provided justifies the cost [16][102]. - The company aims to position itself as a "work companion" rather than a mere productivity tool, focusing on providing intellectual value rather than just efficiency [36][75]. Group 4: Team and Culture - The core competitive advantage of Plaud is its dedicated team, which operates with a high level of commitment and alignment towards the company's vision [14][48]. - The management style is characterized by quick decision-making and a flat organizational structure, allowing for efficient communication and rapid adjustments [61][63]. Group 5: Future Outlook - Plaud is focused on leveraging advancements in AI models to enhance its product offerings, aiming to remain at the forefront of the AI note-taking market [109][110]. - The company is committed to continuous innovation and growth, with a strong emphasis on maintaining product quality and user satisfaction as key drivers of success [113][120].

Core Insights - Plaud is recognized as a leading example of successful commercialization in the AI hardware sector, achieving sales in 170 countries and exceeding 1 million units shipped within three years of establishment [1][3] - The company anticipates a total revenue of $250 million by September 2025, which includes both hardware and subscription-based AI software [1][3] - Plaud's product lineup includes the Plaud Note, Plaud Note Pro, and Plaud NotePin S, with a focus on AI-driven meeting summaries [1][3] Company Strategy - Plaud's strategy involves launching products overseas first to build interest before entering the domestic market, a common approach among AI hardware startups [3] - The company emphasizes a singular focus on AI meeting summaries, avoiding distractions from other functionalities like document creation or lifestyle applications [10][49] - Plaud's team is significantly larger than many competitors, with over 400 employees dedicated to the mission of expanding user intelligence [5][25] Product Differentiation - The company targets a niche in conversation-driven work environments, contrasting with competitors that focus on document-driven solutions [6][24] - The newly introduced "Ask Plaud" feature allows users to engage in a question-and-answer format with the AI, enhancing user interaction [7][10] - Plaud's hardware is designed to capture context and user intention effectively, which is deemed essential for maximizing AI utility [56][58] Market Positioning - Despite competition from established players like DingTalk and 360, Plaud maintains its pricing strategy without undercutting, reflecting confidence in its product value [5][11] - The company aims to position itself as a "work companion" rather than a mere efficiency tool, focusing on providing intellectual value rather than just operational assistance [16][45] - Plaud's pricing strategy in China aligns with international pricing, indicating a belief in the product's value rather than competing solely on cost [61][59] Future Outlook - The company is focused on leveraging advancements in AI models to enhance product value, rather than prioritizing immediate profitability [62][70] - Plaud's growth trajectory is closely monitored, with a commitment to continuous innovation and adaptation to market demands [65][68] - The management emphasizes a culture of quick decision-making and rational discourse, which is seen as vital for navigating the fast-evolving tech landscape [34][37]

Core Viewpoint - The article discusses the challenges and opportunities faced by Plaud as it re-enters the Chinese market with its AI recording devices, highlighting the competitive landscape and the need for innovative differentiation in a crowded field [4][9][12]. Group 1: Product Launch and Market Entry - Plaud officially announced its entry into the Chinese market on September 22, with three products priced higher than local competitors, indicating a premium positioning strategy [4][10]. - The global sales of Plaud have surpassed one million units, with annual revenue projected to reach $100 million by November 2024, showcasing significant growth in the AI recording device sector [5][6]. Group 2: Competitive Landscape - The domestic AI recording and transcription market is highly competitive, with various established players including traditional tech firms and office collaboration platforms, making it challenging for new entrants like Plaud [12][13]. - Major competitors include iFlytek and Sogou, which dominate the professional recording market, and companies like DingTalk and Feishu that integrate recording features into their collaboration tools [13][15]. Group 3: Product Features and Innovations - The Plaud Note Pro features enhancements such as dual recording modes for calls and meetings, extended recording time, and a small screen for real-time status updates, indicating a focus on user experience [18][19]. - Despite these improvements, the article notes that Plaud has not yet demonstrated significant innovation in localizing its software for the Chinese market, which may hinder its competitive edge [20]. Group 4: Strategic Considerations - The strategy of launching products overseas before entering the domestic market has been validated, as it allows Plaud to build brand recognition and user trust [22]. - However, the company faces structural challenges in a market known for aggressive competition, where sustaining product popularity is difficult [23][24]. Group 5: Pricing Strategy - Plaud has adjusted its subscription pricing for the Chinese market, offering competitive tiers compared to local competitors, which may help attract users despite the lack of strong brand recognition [34]. - The pricing strategy will be crucial as the market dynamics evolve, particularly with potential price wars among leading firms [35].

Core Insights - Plaud officially enters the Chinese market with the launch of three AI note-taking products, including the globally recognized Plaud Note and new models Plaud Note Pro and Plaud NotePin S [1][2] Product Overview - The Plaud Note is the world's first card-style AI note-taking device, measuring only 2.99mm thick and weighing 30g, capable of continuous recording for 30 hours and a standby time of 60 days. It has achieved over 1 million units sold globally and generated over $10 million in sales [1] - The Plaud Note Pro features real-time collaboration with AI, supports 112 languages, and includes a unique "one-click marking" function for capturing important information without interrupting conversations. It can record for up to 50 hours on a single charge and has a domestic price of 1299 yuan [2] - The Plaud NotePin S is a lightweight device at 17.6g, offering 20 hours of recording and 40 days of standby time, priced at 1249 yuan. The original Plaud Note is priced at 1149 yuan [2] Market Strategy - The company aims to focus on high-quality products rather than engaging in price wars, believing that superior products will naturally attract customers. The CEO noted that many orders come from managers who personally use the product and then purchase it for their teams [3] - Plaud has successfully sold its products in 170 countries without localizing for specific markets, relying on the universal appeal of its technology [3] - The company plans to expand its sales channels in China, currently focusing on online platforms like JD, Tmall, and Douyin, with potential future expansion into physical retail locations [3]

【环球网科技综合报道】9月23日消息，Plaud于日前宣布正式进入中国大陆市场，并同步推出三款产品：Plaud Note Pro、Plaud Note以及可穿戴式产品Plaud NotePin。随着此次Plaud正式进入国内市场，升级后的Plaud NotePin S也将在国内首发。 据介绍，新发布的Plaud Note Pro采用全新人机交互方式，带来人与AI的实时协同。多模态输入中的"一键标记"功能，在不打断对话场景的情况下，轻按按 钮一键标记，就可以实时将重要信息同步给大模型，使得大模型能够理解语境，了解人的意图。这一功能可实现人与大语言模型（LLMs）实时对齐、捕捉 关键想法与决策的交互。 导语：智能双录音模式通过算法可自动识别通话或面对面对话场景，无需手动切换，带来各类场景下的无缝录音体验。 具体来看，Plaud Note Pro的智能双录音模式通过算法可自动识别通话或面对面对话场景，无需手动切换，带来各类场景下的无缝录音体验。专业级性能的 Plaud Note Pro，采用4个全向MEMS麦克风阵列设计，搭配AI声学波束成型技术，可在最远5米范围内以专业录音棚级的能力对音频进行捕捉，这一切功 能， ...

从价格来看，三款产品定价均高于国内同类竞品。此前钉钉此前发布的DingTalk A1青春版定价499元、旗舰版定价799元，出门问问的TicNote电商平台售价 为999元。 Plaud这次发布会规模不大，没有太多讨论度，显得很低调，与其在海外的高举高打对比鲜明。 就在7月，官方数据显示，Plaud全球销量已突破百万台规模，它首创的AI录音产品在过去两年中每年均实现十倍级的增长，截至2024年11月年化收入达到1 亿美金。对此，硬氪曾做过相关报道。（详情见：不见投资人，年入1亿美金，一款AI录音机的10倍增长神话） Plaud之所以短期内迅速起量，源于其发现了一个不被重视的细分需求。在海外市场，一个典型的刚需场景是，苹果手机用户线上会议频繁，却缺乏与之匹 配的一体化录音转写方案。用户往往需要先用设备录音，再借助第三方软件转写和分析。Plaud所提供的"硬件+软件"服务可以有效填补上述市场空白。 作者｜黄楠 编辑｜袁斯来 曾经不在中国大陆地区销售的智能录音笔Plaud，最终还是回到内地。 9月22日，Plaud在新品发布会上正式宣布进入中国内地市场，其中，Plaud Note Pro新品售价为1299元；同期开 ...