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 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].

过去动辄几千块钱一支的智能录音笔，在互联网巨头和众多初创公司的激烈竞争下，已经下沉到百元级 市场。 一张信用卡大小、磁吸在手机背面的超薄卡片，轻按两秒启动录音，录音结束后手机端的App可以快速 生成文字速记以及会议纪要，这种磁吸卡片录音笔由深圳一家成立不到四年的初创企业Plaud推出，因 为轻巧便捷和功能完善，成为录音硬件的市场新宠，并引发了互联网巨头、华强北小公司的模仿跟进。 与其他AI硬件赛道相比，AI录音笔仅有数百亿元市场规模，被认为是小众市场。然而，随着AI大模型 加速落地，AI录音笔市场也有望迎来新一轮增长周期。除了价格竞争以外，企业还能做些什么？ Plaud从海外回归国内市场 9月22日，Plaud正式宣布进入国内市场，同时发布Plaud Note Pro、Plaud NotePin S等多款AI录音设备。 当AI录音卡片的商业需求和变现路径已被验证，行业的集体跟进就已毋庸置疑。 Plaud是一家土生土长的深圳企业，却在创业之初另辟蹊径，过去几年都在大陆以外的地区和国家销 售，选择了"中国制造—海外销售—转回国内"的路径。 回过头来看，这是一个较为明智的决定。当时国内竞争较为激烈，同时以科大讯飞为 ...

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].

Plaud NotePin S则支持项链、手环、背夹、磁吸片等多种穿戴方式，仅17.6g，可连续20小时录音，40天 待机，定价1249元，Plaud Note定价则为1149元。 谈及缘何瞄准AI纪要赛道，莫子皓表示，这是一个大厂看不上，小厂搞不定的赛道。"我们专注做好产 品，在软件、硬件、设计等各方面都优选行业最高品质，因此价格比同类产品高出几百块，用户也愿意 买单，相信好的产品会说话，我们很多订单是因为企业管理者自己用了觉得好，再批量购买给公司员工 用的。" 值得一提的是，Plaud合伙人&全球销售负责人孙驰告诉记者："目前我们产品在海外卖了170个国家，但 我们没有在任何一个国家做过任何本地化的需求，我们卖非洲、卖日本、卖欧洲，卖的只有语言不同， 所有产品都是一样的。" "大模型时代，其实给社会提供了新的机会，我们销往不同国家的产品，只是因为合规的原因，大模型 不一样，我们不觉得在中国我们需要在产品上做任何修改。"孙驰说。 谈及国内外大模型性能差异，孙驰表示，在中文的语言转写上，国内的模型会比海外的模型更好。在一 些整体的信息整理上，这方面其实可能差距没有那么大，可能三个月左右。但是在一些跟智能相关的 ...

21世纪经济报道记者翁榕涛实习生胡剑铭马雨欣深圳报道 过去动辄几千块钱一支的智能录音笔，在互联网巨头和众多初创公司的激烈竞争下，已经下沉到百元级 市场。 一张信用卡大小、磁吸在手机背面的超薄卡片，轻按两秒启动录音，录音结束后手机端的App可以快速 生成文字速记以及会议纪要，这种磁吸卡片录音笔由深圳一家成立不到四年的初创企业Plaud推出，因 为轻巧便捷和功能完善，成为录音硬件的市场新宠，并引发了互联网巨头、华强北小公司的模仿跟进。 9月22日，Plaud正式宣布进入国内市场，同时发布Plaud Note Pro、Plaud NotePin S等多款AI录音设备。 Plaud是一家土生土长的深圳企业，却在创业之初另辟蹊径，过去几年都在大陆以外的地区和国家销 售，选择了"中国制造-海外销售-转回国内"的路径。 回过头来看，这是一个较为明智的决定。当时国内竞争较为激烈，同时以科大讯飞为代表的头部企业占 据较大优势。数据显示，当前中国支持实时转写的AI录音笔在市场占比已经超过35%；语音转写技术转 化率从2021年的68%到2025年已升至87%。 Plaud创始人许高是一位连续创业者兼投资人，拥有超过10年科技行业 ...

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 ...