荣耀变革持续：中国区关键职位竞聘上岗，超四成管理人员调整

Core Insights - Honor is undergoing significant internal adjustments, including the establishment of a new AI division and the reappointment of 38 key position supervisors through a competitive process, referred to as the "Eagle Plan" [1][2] - The recent leadership change, with Li Jian taking over from former CEO Zhao Ming, is expected to drive a strategic transformation towards becoming a global AI terminal ecosystem company, with over $10 billion planned for investment in AI over the next five years [1][2] Company Adjustments - The internal restructuring affects 45% of position leaders, with 24% of these being individuals from the post-90s generation [1] - Li Jian's management style is characterized as strong, aligning with the competitive reappointment process [1] Strategic Focus - Honor has established a new AI industry department, indicating a strategic pivot from being solely a smartphone manufacturer to embracing AI technology and innovation [1][2] - The company has set up an incubation department with various specialized laboratories, reflecting its commitment to expanding into AI and robotics [2] Market Position - Honor's market share in the Chinese smartphone market is projected to be 15% in 2024, ranking fifth, which represents a decline of 1 percentage point from 2023, with a year-over-year growth rate of -3% [2] - Despite challenges in the smartphone market, Honor's sales have rebounded in the first quarter of the year, driven by new product launches [2] Future Outlook - The company's ability to leverage AI technology for differentiation will be crucial for maintaining its competitive edge in the evolving market landscape [2]