押注AI荣耀已投百亿元，拼生态战手机厂商激战正酣

Core Insights - Honor's Chairman Wu Hui emphasized the importance of AI and terminals in the future of technology during the first Global Developer Conference, highlighting a significant investment of over 10 billion yuan in AI research [2][3] - The company aims to regain its position in the domestic smartphone market and expand into a broader ecosystem of interconnected devices [2][4] Group 1: AI Ecosystem Strategy - Honor introduced its "1×3×N" strategy, which includes a single platform (HONOR AI Connect), three empowerment models (ecological, channel, and technical brand empowerment), and multiple industry clusters [3] - The company has launched eight AI scenario-based ecological solutions covering smart home, connected vehicles, and more, with its vehicle connectivity solution already covering over 140 brands and 10,000 models [3][4] - Honor has partnered with over 200 ecosystem partners and initiated a "Partner Support Program" to optimize AI industry pricing [5] Group 2: Market Position and Competition - Honor's transition to an AI terminal ecosystem company is marked by a commitment to invest 10 billion USD over the next five years [4] - The company aims to differentiate itself from competitors like Xiaomi and Apple by focusing on AI capabilities in its products, particularly the newly launched Magic8 series [6][7] - Despite a decline in smartphone shipments, Honor holds a 14.4% market share in China, tied with OPPO, and is close to the leading brand, vivo [7] Group 3: Future Outlook - The competitive landscape in the smartphone market is intensifying, with many manufacturers launching flagship devices and new operating systems simultaneously [7][8] - Analysts suggest that the key to success for Honor lies in stabilizing its smartphone segment to build a larger user base for its AI ecosystem [8]