赛道Hyper | 荣耀之剑指AI能力落地新竞逐

Core Insights - The AI industry is shifting focus from large model parameter competition to practical technology implementation, marking a strategic pivot towards physical hardware [1][3] - OpenAI's acquisition of the hardware company io for $6.5 billion is seen as a significant move towards integrating AI with physical devices [1] - The development stages of AGI proposed by OpenAI align with this shift, particularly emphasizing the transition from passive thinking to active execution in AI capabilities [1] Industry Transformations - AI development is undergoing three major transformations: 1. The competitive focus is shifting from model performance to practical implementation capabilities [5][7] 2. The value logic is transitioning from tool efficiency to result-oriented closed loops [5][7] 3. The product form is evolving from cloud computing to user-centric hardware [5][7] User-Centric AI - Companies are now prioritizing how AI can be integrated into daily life, providing practical value rather than just showcasing advanced algorithms [7][10] - AI is expected to deliver seamless, one-stop services in various scenarios, enhancing user experience and efficiency [7][10] - The concept of AI as a personal assistant is gaining traction, with devices like smartwatches and smart speakers becoming integral to daily routines [7][10] Honor's Strategic Framework - Honor's CEO, Li Jian, presented a systematic framework for AI technology implementation at the MWC Shanghai, emphasizing the importance of AI's practical application [3][9] - The upcoming Honor Magic V5 smartphone is positioned as a key product in this strategy, designed to address industry challenges through integrated AI capabilities [3][9] - Honor's "Alpha Strategy" aims to transform the company into a global AI terminal ecosystem provider, aligning with the multi-terminal AI demand [8][9] Closing the Three Loops - To effectively integrate AI into users' lives, three critical loops must be closed: scene, trust, and performance [10][12] - The scene loop focuses on providing seamless service across multiple devices, ensuring that AI understands user intent and connects tasks fluidly [12][13] - The trust loop aims to build user confidence in AI systems by addressing challenges such as data privacy and ethical concerns [13][14] - The performance loop emphasizes the need for efficient resource allocation between devices and cloud services to ensure smooth user experiences [14][15] Collaborative Ecosystem - Honor advocates for the establishment of an open AI terminal ecosystem alliance to facilitate collaboration among various stakeholders, including AI model companies and telecom operators [15][17] - This initiative aims to drive innovation and accelerate AI's practical application across devices, enhancing user experience [17][18] - Honor's proactive approach in the AI sector, from strategic proposals to product showcases, positions the company as a leader in the ongoing industry transformation [17][18]