李健上位 荣耀刮骨

Core Insights - The article discusses the recent leadership changes and strategic shifts at Honor, highlighting the company's efforts to revitalize its operations and market position following a challenging period [2][6][9] Internal Restructuring - Following the departure of former CEO Zhao Ming and other key executives, the new CEO, Li Jian, initiated a significant personnel overhaul known as the "Eagle Plan," requiring all key position supervisors to reapply for their roles [2][3] - This restructuring involved a rapid decision-making process, with Li Jian making changes to 38 key positions within just two hours during a flight [3] - The internal adjustments aimed to place the most capable individuals in suitable roles, marking a historical shift in Honor's management approach [4] Market Performance - Honor's market share fell to 13.7% in Q1 2025, dropping out of the top five smartphone manufacturers, with the company being categorized under "Others" by various market research firms [7] - Despite the decline in domestic sales, Honor experienced significant growth in overseas markets, with Latin America growing nearly 30% and the Middle East and Africa seeing a 66% increase in sales [7] - The company plans to release new products, including the 400 series and foldable devices, to reverse the sales decline and aims to return to the top three in the domestic market by the end of the year [7][8] Strategic Transformation - Li Jian announced a strategic shift from being a smartphone manufacturer to becoming a leading AI terminal ecosystem company, with plans to invest over $10 billion in AI development over the next five years [8] - The establishment of new departments focused on AI and user experience reflects the company's ambition to diversify its product offerings beyond smartphones [8] - Honor is preparing for an IPO after completing its restructuring, with the CFO indicating that the timing will depend on market conditions and the company's strategic development [9]