荣耀郭锐：构筑全球化AI终端生态，加速端侧AI消费级落地

Core Insights - The 2025 Consumer Electronics Innovation Conference (CEIC 2025) showcased nearly 300 tech companies from 20 countries, focusing on five key areas: smart terminals, smart vehicles, smart homes, digital health, and new technologies, highlighting a shift from product-oriented to ecosystem-building in the consumer electronics industry [1][3] - Honor is accelerating its transformation into a leading global AI terminal ecosystem company, emphasizing collaboration with global partners to create an open, co-creation, and sharing AI terminal ecosystem [1][3] Group 1: AI Terminal Ecosystem Development - Under the "Alpha Strategy," Honor is enhancing its AI terminal ecosystem through "new experiences, new connections, and new models," aiming to bring edge AI technology to the consumer market [3][4] - The edge AI market is projected to grow at a CAGR of 58% from 2023 to 2028, exceeding 1.9 trillion yuan by 2028, indicating significant growth potential for Honor's initiatives [4] - Honor is focusing on hardware innovation, introducing products like a foldable smartphone with advanced features and a naked-eye holographic VR device, enhancing user experience through immersive technology [4][5] Group 2: Service Model and Platform Integration - Honor has developed a new service model driven by scenario-based AI agents, enabling seamless service transitions across multiple devices, enhancing user experience [5][7] - The upgrade of the HONOR Connect platform to HONOR AI Connect facilitates easier integration for ecosystem partners, allowing them to leverage AI capabilities without complex infrastructure [7][8] - This platform evolution enhances multi-device connectivity efficiency and reduces barriers for consumer-grade AI hardware applications [8] Group 3: Global Ecosystem Strategy - Honor aims for a "blooming" global edge AI ecosystem, proposing an open co-creation model that combines ecological strategy and philosophy [9][11] - The "1X3XN" ecological strategy provides partners with ecosystem, channel, and technical empowerment, fostering collaboration across various industry clusters [9][11] - Honor's "Far Sailing Plan" offers substantial incentives, including marketing funds and support for developers, significantly lowering the barriers for industry innovation [11][12] Group 4: Global Expansion and Brand Strategy - Honor's ecosystem network has established a presence in over 100 countries, with more than 350,000 developers and over 200 ecosystem partners contributing to the AI terminal ecosystem [12][13] - The company emphasizes a dual-driven strategy of "business + brand" to enhance its global brand competitiveness, transitioning from "China Honor" to "World Honor" [12][13] - Honor's approach reflects a commitment to collaborative innovation, showcasing the potential of Chinese tech brands in the global market [13]