SIASUN(SZ:300024) Jing Ji Wang·2025-10-21 01:55Core Insights - Honor has announced the launch of its flagship product, the Honor Magic 8 series, alongside the new AI operating system, MagicOS 10, marking a significant step in its evolution as a company [1][10] - The company aims to redefine the smartphone experience by integrating advanced AI capabilities, positioning itself at the forefront of the AI Phone era [10][11] Product Launch - The Honor Magic 8 series features a unique AI function called "YOYO sees," which allows users to interact with their environment and perform tasks such as online shopping and Wi-Fi connection through voice commands [3][5] - The new MagicOS 10 is built on Honor's self-developed MagicGUI multimodal perception model, enabling the AI to execute tasks across 3,000 scenarios, a significant increase from 200 scenarios just a few months prior [5][6] AI Integration - The self-evolving AI capabilities of the Honor Magic 8 are designed to continuously improve through user interaction, contrasting with traditional AI assistants that reach a performance ceiling upon release [6][11] - The company envisions a future where AI not only enhances smartphone functionality but also transforms consumer behavior and creates new service models, similar to the impact of smartphones on various industries [11][12] Strategic Vision - Honor is transitioning from a smartphone manufacturer to a leading AI terminal ecosystem company, with plans to invest over $10 billion in AI terminal development over the next five years [12][14] - The CEO emphasized that the advancements in AI technology will not only enhance user experience but also drive significant changes in lifestyle and consumption patterns [11][14]