本文来自微信公众号：爱范儿 （ID：ifanr），作者：马扶摇，题图来自：AI生成 OPPO的超级闪充，vivo的超快闪充、华为的超级快充，以及小米的澎湃有线秒充等等，一片勃勃生机、万物竞发的景象。 然而快充协议五花八门、互不兼容的后果，最终其实还是由消费者承担的。 比如有些机型支持高功率快充、附赠的充电头却是低功率的款式，想要满血充电只有一句话——得加钱。又或者购买第三方品牌的多协议充电头，就得忍 受无法激活厂商私有协议带来的充电掉速、频繁断连问题。 除开改名对标，以及背后高原副屏，今年的小米其实还做了一件我们认为颇有格局的事情： 小米17系列全系兼容100W通用PPS协议，小米充电器、非小米充电器，都能疾速充电，通用性大幅提升。 长久以来，包括小米在内的主流国产手机厂商，虽然在电池技术和充电技术上遥遥领先于海外同行，但是在开放程度和兼容性上却始终不情不愿，并最终 造就了国内手机厂商各自为战的结果。 小米17系列的发布，填补了九月末"后苹果发布会时期"到国庆节之后国产新机潮之间的空虚。 这也是我们认为小米今年宣布兼容PPS协议是很有意义的原因： 长久以来，公有的充电协议始终都存在，但大多数（私有协议的）厂商 ...

Core Viewpoint - The article discusses the IPO impact of Shenghong Technology, a competitor in the industry, which supplies to major companies like OPPO and Transsion, and is based in Ji'an, Jiangxi [1] Group 1: Company Overview - Shenghong Technology is preparing for an IPO, indicating a significant move in the market [1] - The company is positioned as a supplier for well-known brands such as OPPO and Transsion, highlighting its importance in the supply chain [1] Group 2: Industry Impact - The entry of Shenghong Technology into the public market may create competitive pressure on existing players in the industry [1] - The IPO of Shenghong Technology could lead to increased scrutiny and potential shifts in market dynamics among suppliers [1]

Core Insights - The AI revolution has reached a critical point, with technology giants facing the challenge of effectively integrating AI into end devices [2] - Honor's recent announcements at the Snapdragon Summit indicate a strategic move towards global market presence and a shift in China's role in the global AI landscape [2][8] Group 1: AI Integration in Devices - Honor is addressing the challenges of running large AI models on devices by focusing on both AI models and underlying architecture to tackle power consumption, performance, and privacy issues [2] - The upcoming Honor Magic8 series and MagicPad3 Pro will feature the fifth-generation Snapdragon 8 platform, marking a significant step for Honor in the global market [2][6] Group 2: Technical Innovations - Honor and Qualcomm introduced a "high-efficiency edge AI model solution" that includes two major technological breakthroughs: low-bit quantization technology and next-generation vector retrieval technology [3][4] - Low-bit quantization technology allows for a 30% reduction in model storage space, a 15% increase in inference speed, and a 20% decrease in power consumption while maintaining model effectiveness [3] - The new vector retrieval technology enhances search performance by 400%, enabling faster and more intuitive searches across various data types [4] Group 3: Collaborative Architecture - The "Super Fusion Core Architecture" combines Honor's Turbo X performance engine with Qualcomm's latest Oryon chip architecture, optimizing resource management at the micro-architecture level [5] - This collaboration signifies a new phase of joint research and development, aiming to fully unleash edge AI productivity [5] Group 4: Competitive Landscape - The competition in the edge AI space is intensifying, with major players like Apple, Vivo, Xiaomi, and OPPO also investing in edge AI technologies [6] - The focus has shifted from merely having AI capabilities to enhancing user experience and application scenarios, with a trend towards smaller edge models [6] Group 5: Globalization of Chinese Tech Firms - The emergence of edge AI is facilitating a new narrative for Chinese tech companies, transitioning from "Made in China" to "Defined in China" [8][9] - Chinese firms are now collaborating with global partners to define technical standards and interaction paradigms for AI terminals, moving beyond their previous roles as hardware integrators [8] - This shift not only impacts technology but also offers a more open and collaborative approach to AI development, enhancing privacy and reducing costs for developers and users alike [8][9]

Core Insights - The AI revolution has reached a critical point, with technology giants facing the challenge of effectively integrating AI into end devices [1] - Honor's recent announcements at the Snapdragon Summit indicate a strategic shift towards enhancing AI capabilities on mobile devices, marking a significant step in its global market ambitions [1][6] - The collaboration between Honor and Qualcomm aims to redefine AI productivity at the device level, positioning Chinese tech companies as rule-makers in the global AI landscape [1][8] Technical Innovations - Honor introduced a "high-efficiency edge AI model solution" that addresses the challenges of running large AI models on devices with limited power and space [2] - Two major technological breakthroughs were highlighted: 1. "Edge low-bit quantization technology," which reduces model storage space by 30%, increases inference speed by 15%, and decreases power consumption by 20% [2] 2. "Next-generation vector retrieval technology," which enhances search performance by up to 400% by converting unstructured data into machine-understandable semantic vectors [3][4] Market Dynamics - The competition in the edge AI space is intensifying, with major players like Apple, Vivo, Xiaomi, and OPPO also investing in similar technologies [6] - The focus of competition is shifting from merely having AI capabilities to the quality of user experience, with a growing emphasis on practical applications [6][7] - Honor's strategy extends beyond smartphones to tablets, indicating a broader AI strategy that aims to cover more use cases and applications [6] Global Positioning - The emergence of edge AI is facilitating a new narrative for Chinese tech companies, transitioning from "China manufacturing" to "China defining" in the global tech arena [8][10] - This shift reflects a move towards open and collaborative ecosystems, contrasting with the closed ecosystems of competitors like Apple [8][9] - The increasing "technological discourse power" of Chinese tech firms signifies their deeper involvement in defining global industry standards and practices [10]

Core Insights - Guangdong is leading the development of "billion-yuan towns," with three out of six such towns in China, showcasing its strong regional economic capabilities [1][3] - The "Hundred Counties, Thousand Towns, Ten Thousand Villages High-Quality Development Project" aims to enhance regional coordination and economic growth [1][9] - The emergence of "billion-yuan towns" is attributed to a supportive environment for grassroots entrepreneurship and industrial evolution [3][7] Group 1: Development of "Billion-Yuan Towns" - Guangdong has three "billion-yuan towns," including Shishan, which was the first in China to exceed a GDP of 100 billion yuan and a population of over one million [3][5] - The strategic decision in 2005 to designate Shishan as an "industrial hub" led to significant economic growth through the establishment of a local automotive supply chain [5][6] - The rapid development of towns like Beijiao and Chang'an has been driven by their industrial bases and the presence of major companies [5][6] Group 2: Economic Strategies and Initiatives - The "Hundred Thousand Project" emphasizes "one town, one product" to stimulate local industries and enhance rural economic development [1][11] - Guangdong is implementing a new model for industrial parks that integrates government, community, and enterprise efforts to optimize land use and boost economic activity [11][12] - The province encourages cross-regional collaboration to enhance industrial chains and reduce costs, as seen in the ceramic industry [12][14] Group 3: Challenges and Future Directions - Despite successes, Guangdong's town economies face challenges such as insufficient industrial chain resilience and talent shortages [14][15] - The shift from isolated town advantages to a collaborative regional approach is evident in initiatives like the "Hydrogen Corridor" project [16][17] - The ongoing implementation of the "Hundred Thousand Project" aims to elevate the economic potential of towns, fostering a new era of urbanization [18][19]

Core Viewpoint - Xiaomi is actively positioning itself to compete with Apple by launching the new Xiaomi 17 series, marking a significant shift in its branding and product strategy to align more closely with Apple's offerings [2][3]. Group 1: Product Launch and Strategy - Xiaomi officially launched the Xiaomi 17 series on September 25, which includes a new Pro Max version, aligning its product line with Apple's iPhone 17 series [3]. - The highest-priced model, the Xiaomi 17 Pro Max, is priced at 6,999 yuan, reflecting Xiaomi's ambition to enter the high-end market [3]. - Xiaomi's founder, Lei Jun, stated that the renaming from Xiaomi 16 to 17 was necessary to change public perception and emphasize the brand's evolution over 15 years [3]. Group 2: Competitive Landscape - The global smartphone market is now characterized by intense competition, with Xiaomi aiming to capture a share of the high-end market traditionally dominated by Apple [5][6]. - In Q1 of this year, Apple held a 43% market share in the domestic high-end smartphone market, while Xiaomi's share was only 7%, but it experienced a 102% year-on-year growth [6]. - In the overseas high-end smartphone market, Apple maintained a 62% market share, with Xiaomi showing a 55% increase in sales, although specific market share figures were not disclosed [7]. Group 3: Technological Advancements - The Xiaomi 17 series features the Snapdragon 8 Gen 5 chip, which is built on a 3nm process, offering CPU performance comparable to Apple's A19 Pro chip and a 34.6% improvement in GPU performance [3]. - The Xiaomi 17 Pro series includes a unique "smart back screen" that supports various functionalities, drawing parallels to the design innovations seen in Apple's products [3]. Group 4: Market Dynamics and Future Outlook - The smartphone market has shifted to a phase of stock competition, making rapid growth in shipment volumes challenging for manufacturers [6]. - Xiaomi's strategy to move upmarket is driven by the need for higher profit margins, as low-end devices yield minimal profits [6]. - Analysts suggest that while Xiaomi has made strides in high-end positioning, achieving brand recognition among high-end consumers will require sustained investment and brand development over time [7].

Core Insights - OnePlus is leading the mobile industry into the 165 ultra-high frame era, collaborating with several mobile games to establish a 165 ultra-high frame gaming ecosystem [1][2] - The new generation of OnePlus's Wind Chaser gaming kernel optimizes CPU, GPU, and NPU coordination, achieving a 29.8% efficiency improvement in the chip kernel scheduler [1][2] Group 1 - OnePlus announced the introduction of 165 ultra-high frame gaming experience, which provides 45 more frames per second compared to 120 frames, resulting in a 27% increase in single-frame display speed [2] - The 165 frames per second experience significantly enhances operational response speed and reduces end-to-end latency by 10ms, benefiting players in FPS games [2] - The new Wind Chaser gaming kernel will debut with the OnePlus 15, which is set to launch in October, and will also feature the fifth-generation Snapdragon 8 flagship platform [2] Group 2 - OnePlus is working with game developers to enhance the ultra-high frame gaming ecosystem, with support for various game genres including FPS, MOBA, fighting, racing, music, and strategy [2] - Major games such as "Delta Force," "League of Legends Mobile," "Honor of Kings," and "Peace Elite" will support the 165 frame ultra-high frame mode [2] - The new gaming kernel also delivers a 1% low frame experience, maintaining 119.5 frames in the 120 frame mode of "Honor of Kings" [1]

Core Insights - The grand opening of Hema Fresh at Yin Feng Jiu Xi Cheng on September 26 has generated significant consumer enthusiasm, marking it as a new commercial benchmark in Jinan [2] - The opening has activated regional commercial vitality, with multiple well-known brands also starting trial operations simultaneously [2] Group 1: Commercial Development - Yin Feng Jiu Xi Cheng is positioned as a new commercial landmark in East Jinan, creating a "1-kilometer quality living circle" that connects high-end commercial offerings with community needs [5] - The project enhances the convenience of life for East Jinan residents and leads to an upgrade in regional consumption patterns [5] Group 2: Brand Integration and Offerings - The opening features a diverse range of brands, including Hema Fresh, Qilu Bank, and various entertainment and service providers, offering significant opening promotions and activities [8] - A variety of quality brands have signed on to the shopping center, including technology brands like Xiaomi and OPPO, as well as dining options like KFC and Pizza Hut, catering to both convenience and family entertainment needs [8][10] Group 3: Market Positioning - Yin Feng Jiu Xi Cheng is emerging as a powerful commercial engine in the eastern region, with only a few prime dining spaces remaining available for lease, inviting strong brands to seize the opportunity [10] - The center is not only a supply station for local residents but also a rapidly rising star in Jinan's urban commercial landscape, thanks to its comprehensive commercial offerings and limited entry opportunities [10]

Core Insights - The core theme of the annual speech by Lei Jun was "change," highlighting Xiaomi's long and challenging journey in chip development, a topic that has been sensitive and rarely discussed in detail before [1][3] Group 1: Chip Development Journey - Xiaomi's chip development began 11 years ago with the establishment of Pinecone Electronics, leading to the release of the first self-developed chip, Surge S1, which sold 600,000 units [3][23] - The company faced significant challenges, including a decision in 2018 to halt SoC chip development due to strategic misalignment and the need for cohesive goals between chip and mobile teams [3][25] - After a five-year reflection period, Xiaomi committed to investing at least 100 billion yuan in core technology over the next five years, marking a shift from an internet company to a "hardcore technology company" [15][16] Group 2: Strategic Decisions and Challenges - Lei Jun emphasized the importance of high-end chip development, stating that entering the mid-to-low-end market would not provide opportunities for success [25] - The company experienced a significant revenue drop of 15% in 2022 due to international political influences, leading to doubts about continuing heavy investments in chip development [30] - Despite internal doubts, the leadership decided to persist with chip development, viewing it as essential for Xiaomi's future success [32] Group 3: Competitive Landscape - Xiaomi's competition with Apple is characterized as a long and painful process, with a strategic shift towards improving user experience rather than just specifications [5] - The Chinese smartphone market is described as highly competitive, with market shares fluctuating around 15% among major players [8] - Xiaomi has adjusted its growth strategy to aim for a steady annual growth of 1% over five years, targeting a 20% market share in China [9] Group 4: Recent Achievements - The successful development of the 3nm process chip, named "Xuanjie O1," was a significant milestone, with the first batch successfully tested after a substantial investment [4][34] - The company plans to continue its commitment to chip development, viewing it as a critical path to success and a means to reshape its corporate identity [4][37]

Core Insights - The second-hand market in China is experiencing significant growth, driven by the release of the iPhone 17 series and the increasing popularity of the official verification service provided by the company [1][2][3] Group 1: Market Performance - The official recovery of iPhone series phones reached a transaction volume exceeding 100 million yuan on the day of the iPhone 17 release, setting a new single-day recovery record [2] - The recovery volume for the iPhone 16 series increased by 609% compared to the same period last year, indicating strong consumer demand [2] - The recovery volume for various categories, including headphones, smartwatches, and gaming accessories, has also seen a doubling in growth [3] Group 2: Service and Strategy - The company has established a robust official verification service, with over 2,500 quality inspectors and nearly 3,000 on-site recovery engineers across more than 1,300 districts and counties in China [4] - The company has introduced after-sales services such as 365-day warranty and seven-day no-reason return policy to enhance user experience and transaction efficiency [4] - The company is shifting its focus towards the C2B2C business model and is gradually phasing out the free market to concentrate on official verification services, aiming to standardize non-standard products for a more reliable user experience [4]