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网传又一个玩家离场,华硕为何搞不定手机?
凤凰网财经· 2026-01-04 13:46
1月4日,市场有消息称,华硕将退出手机市场,并裁掉手机部门人力。 来源丨凤凰网财经《公司研究院》 作者丨DW 对此,凤凰网财经《公司研究院》致电华硕官方客服,对方给予的回复是:"目前我们没有接到此类通知。如果您想要了解其他最新信息,可以关注华硕 商城或官网消息。" 据IT之家报道,华硕向媒体确认,2026 年暂无推出新款智能手机的计划,但手机事业单位的营运维持不变。此外,一位华硕品牌人员则回应凤凰网财经 《公司研究院》:"对于手机业务并不清楚。" (图源:官网) 01 断臂手机,华硕"甩掉"拖油瓶? 华硕涉足手机领域的时间,远早于大众的认知。早在2002年功能机时代方兴未艾之时,华硕便已涉足手机代工(ODM)领域,为欧洲运营商制造贴牌产 品。 然而,代工利润微薄且无法建立品牌认知,怀揣着打造全球消费电子品牌梦想的华硕,并不甘心幕后。 彼时,中国台湾手机产业正成为推动全球移动智能设备发展的重要力量。随着被誉为"当代手机格局布道师"的HTC作为安卓先驱崛起,华硕与宏碁这两大 PC巨头也纷纷进军手机市场。 与此同时,华硕敏锐洞察到移动电竞的崛起。凭借在PC领域"ROG(玩家国度)"积累的深厚声誉,华硕于2017年推 ...
价值共创新生态,看并购市场的未来
Xin Lang Cai Jing· 2025-12-30 11:04
随着"并购六条"发布满一周年,一场以盘活存量、优化配置为核心的并购浪潮已在资本市场形成澎湃之 势。展望未来,这场浪潮将奔向何方?又将如何重塑产业竞争格局?证监会主席吴清在署名文章《提高 资本市场的制度包容性、适应性》中已指明方向:"十五五"期间资本市场改革将更大力度支持科技创 新,包括实施更具包容性的并购重组制度。这意味着,政策层面的"天时"仍将延续,而市场的未来,则 属于那些能够深刻理解新经济逻辑、善于整合生态资源的企业。 全联并购公会创始会长、金融博物馆理事长王巍近期在接受《财经》采访时对此给出了前瞻预判。他认 为,未来经济的增长点将转向以提升生活质量为核心的"新质生产力"领域,而新一轮并购浪潮的核心将 是构建"智能生态"。数字经济将重塑千行百业,并购的逻辑也随之从传统的"产业链整合"升维为更高层 次的"生态化协同"。这一判断,为观察当前龙头企业的战略布局提供了清晰的透镜。 以医药行业为例,华润三九通过并购昆药集团与天士力所构建的"一体两翼"格局,其标杆意义便超越了 单纯的业务补强。"一体两翼"以华润三九自身为"一体",聚焦CHC(健康消费品)业务,争做行业头部企 业;通过并购整合,形成以天士力和昆药集团 ...
行业深刻变革之下 惠达卫浴如何重构行业价值竞争新逻辑?
Huan Qiu Wang· 2025-12-29 02:49
来源:环球网 近年来,家居行业的"规模扩张退潮"与"价值创造登台"已成为不可逆趋势。而卫浴赛道作为家居核心品 类,当告别"增量狂欢",如何开拓价值增长新空间? 12月27日,以"智绘新景 共启新程"为主题的2026惠达卫浴全国经销商大会上,惠达卫浴给出了自己的 答案!围绕战略升维、场景美学、生态融合……惠达卫浴系统性展示了在行业变革期的全新布局。 会上,惠达卫浴董事长王彦庆发布了集团战略,惠达卫浴总裁王佳阐述了国内战略规划;惠达卫浴与时 尚媒体《瑞丽》达成场景美学战略合作,并邀请知名演员赵雅芝亲临授牌;同时,惠达卫浴与美的集团 签署战略合作,共同推进卫浴与家电的生态融合。 惠达卫浴通过清晰的发展路径与生态构建,折射出头部品牌对行业未来走向的深度预判,重新定义卫浴 行业的价值竞争新逻辑。 2026惠达卫浴全国经销商大会现场 战略升维:为顾客创造价值 重构增长引擎 站在行业发展的十字路口,卫浴行业正经历前所未有的结构性变革。 如今,"好房子"政策落地与消费升级浪潮的叠加,进一步提高了用户对卫浴产品的要求,行业竞争已从 单品向提供一体化、场景化的"全卫解决方案"快速演变,推动了行业竞争逻辑的重构。 2025年行业经 ...
iRobot负债危机背后 中国服务机器人如何破局全球竞争
Nan Fang Du Shi Bao· 2025-12-24 15:57
美东时间12月14日,美国iRobot公司宣布,公司已与其担保贷款人和主要供应商深圳市杉川机器人有限 公司(简称"杉川")签订重组支持协议,杉川将通过法院监督程序收购iRobot。交易完成后,iRobot将 成为杉川全资拥有的私营公司,其普通股将不再于纳斯达克或任何其他国家证券交易所上市。 拥有如此显赫战绩的企业为何沦落到今天这种地步?产经观察家、家电行业专家丁少将认为是多方面因 素造成的结果。 丁少将认为,iRobot过度依赖单一品类。"中国厂商除了清洁电器,在整个服务机器人领域都有广泛布 局,形成了多点增长拉力,但iRobot的品类比较单一,经营风险就会比较大。" 依赖单一品类、不研发创新,导致失去霸主地位 据统计,巅峰时期iRobot的全球市占率高达80%,累计销量超5000万台,成为行业代名词。 另外,iRobot早期的专利壁垒,随着市场发展和技术进步也逐渐失效了。"随着中国企业的进入,扫地 机器人行业市场竞争日益激烈,对它造成很大冲击。"丁少将分析。 2010年前后,激光雷达+SLAM技术成为行业革新方向,科沃斯、石头科技等国产品牌纷纷加码该方案 实现厘米级精准建图时,iRobot仍坚守传统视觉导航 ...
丢掉产业链主导权的代价:iRobot负债危机背后,中国服务机器人如何破局全球竞争?
Nan Fang Du Shi Bao· 2025-12-24 04:12
Group 1 - iRobot has entered into a restructuring support agreement with its guarantor lenders and major supplier, Shenzhen SJC Robot Co., Ltd, which will acquire iRobot through a court-supervised process, leading to iRobot becoming a wholly-owned private company [1] - iRobot was once the largest player in the robotic vacuum market, holding an 80% global market share at its peak, with cumulative sales exceeding 50 million units [2][5] - The acquisition signifies a shift in the robotic vacuum industry from foreign dominance to a comprehensive leadership by Chinese brands [1][10] Group 2 - iRobot's decline is attributed to its over-reliance on a single product category and lack of innovation, which has made it vulnerable to competition from Chinese manufacturers that have diversified their product offerings [2][4] - The company's early patent barriers have diminished over time, and it has struggled to keep pace with technological advancements, particularly in laser radar and SLAM technology, which have been adopted by competitors [4][5] - iRobot's revenue has been declining, with projected total revenue of $682 million in 2024 and 11 consecutive quarters of losses, exacerbated by its inability to cover supply chain expenses [5][8] Group 3 - Chinese brands like Ecovacs and Roborock have successfully transitioned from being global OEMs to technology leaders, significantly increasing their market presence and revenue through innovation and product diversification [10][11] - Ecovacs has seen a 120.6% increase in overseas revenue, while Roborock has expanded into the laundry care sector, achieving an 86% year-on-year revenue growth in its floor cleaning business [10][11] - The shift in the industry growth logic from "incremental penetration" to "stock competition" indicates that companies must build smart ecosystems to enhance competitiveness [8][10] Group 4 - Chinese companies have invested heavily in R&D, with Ecovacs and Roborock planning to spend nearly $1.5 billion on R&D in 2024, significantly higher than international brands [11][13] - The number of patents related to cleaning robots filed by leading Chinese companies has surpassed 5,000, with a 35% global share of core technology patents, indicating a strong technological foundation [13]
“非洲之王”的二次进化:传音控股赴港上市,开启AI与智能生态新篇章
Zhi Tong Cai Jing· 2025-12-20 10:26
近日,素有手机行业"非洲之王"之称的传音控股,在成功登陆科创板六年后,正式向香港联交所递交H股上市申请。 作为全球领先的智能终端与移动互联网服务商,传音凭借其对非洲、南亚、中东等新兴市场的深度聚焦,通过高度本 地化的技术创新和多品牌矩阵,已在目标市场构建起竞争壁垒。 此次H股上市,不仅是为了多元化融资渠道、优化资本结构,更是为了筹集资金支持其向涵盖移动互联网服务、储能 和电动出行等多业务板块的智能生态服务商的战略转型。此番赴港上市,传音控股将如何描绘其以技术创新为驱动的 第二成长曲线? 市场份额稳固与业绩承压:在周期波动中寻找确定性 智通财经APP了解到,传音控股自2013年深耕非洲等新兴市场以来,凭借对本土用户需求的深刻洞察和多品牌的运营 模式,迅速确立了行业主导地位,被誉为"非洲之王"。 根据弗若斯特沙利文的统计数据,以2024年手机销量计,传音是全球新兴市场第一大手机提供商,市场份额高达 24.1%。在其传统优势区域,公司在非洲市场的份额达到了61.5%,同时在新兴亚太市场和中东市场也均排名第一。 强大的市场地位保障了公司在往绩记录期间的持续增长,其总收入从2022年的人民币465.96亿元稳步攀升至2 ...
HarmonyOS 6.0:体验已不逊色,生态独具优势
Xin Lang Cai Jing· 2025-12-18 03:58
Core Viewpoint - Huawei's HarmonyOS has evolved through six major iterations, achieving a level of user experience that surpasses both iOS and customized Android systems, particularly through its integration of AI and user-centric design [3][52]. Performance and User Experience - HarmonyOS is designed with broad device compatibility and low memory resource requirements, optimizing app loading speeds and background memory management, resulting in a smooth user experience on devices like the Huawei Pura 80 Pro with 12GB of RAM [5][54]. - The system's UI animations have been refined to enhance the perception of fluidity, with detailed transitions during app launches, exits, and menu navigation [5][55]. UI Aesthetics and Personalization - HarmonyOS 6.0 strikes a balance with mainstream aesthetics, featuring simple themes and a flat design that enhances usability while avoiding steep learning curves for users [7][58]. - The system offers rich personalization options, including AIGC capabilities for lock screens and various DIY options for desktop layouts, allowing users to customize their experience [10][60]. Application Ecosystem - The transition from previous versions of HarmonyOS to the current iteration has involved significant efforts in adapting the application ecosystem, with a wide range of native apps now available, particularly for mainstream domestic applications [13][64]. - HarmonyOS's permission mechanisms provide a better user experience compared to Android and iOS, allowing seamless integration of system features within third-party apps [16][65]. AI Integration - HarmonyOS integrates AI capabilities throughout the system, enhancing functionalities such as note-taking, voice recording, and photo editing, making these features more accessible and user-friendly [24][75]. - The system's AI features include advanced photo editing tools and a voice assistant that supports various interactive functions, showcasing the deep integration of AI within the operating system [32][83]. Security and Privacy - HarmonyOS offers proactive security measures by controlling data access at the system level, preventing unauthorized data retrieval by applications [37][86]. - Features like screen privacy protection and enhanced fraud detection using AI demonstrate the system's commitment to user security [39][90]. Cross-Device Ecosystem Integration - HarmonyOS's architecture allows for seamless integration across devices, enabling efficient data sharing and module invocation without the limitations of cross-platform solutions [43][92]. - The unique "Star Flash" technology enhances file transfer speeds and reduces power consumption, providing a stable connection across Huawei's ecosystem of devices [45][94]. Conclusion - Overall, HarmonyOS 6.0 is characterized by high completion and user satisfaction, with solid performance, a growing application ecosystem, and unique advantages in AI, privacy, and cross-device integration, positioning it competitively against established operating systems like iOS and Android [46][95].
车企集体跨界智能终端 AI入口争夺战中开启生态破局
Zhong Guo Zheng Quan Bao· 2025-12-11 20:31
在当前的新能源汽车市场,同质化竞争已成为行业难以回避的堵点。面对当下车型产品设计趋同、体验 雷同等问题,车企和市场亟须新的差异化突破口。 在此背景下,智能穿戴与数码产品成为车企开拓第二切口的关键选择。理想汽车AI眼镜Livis的推出, 正是这一战略的典型实践。据理想汽车官方发布,Livis全系标配蔡司高品质镜片,在交互体验上,300 毫秒唤醒、800毫秒端到端响应的速度,让语音助手可直接完成空调开启、方向盘加热等车控操作。更 重要的是,这款产品并非孤立的硬件,"车+镜"的生态联动,让用户从买车升级为加入智能生活体系, 极大增强了用户黏性。 小鹏汽车与蔚来的布局同样具有战略深意。小鹏汽车在2024年11月发布的AI人形机器人Iron,已进入广 州工厂参与小鹏P7+车型的生产实训。其核心技术与自动驾驶系统共享视觉神经网络和AI算法,实现技 术互通降本增效。蔚来方面,公司早在2022年便推出了NIO Air AR Glasses,通过车载适配器与车机系 统连接,支持语音交互与手机操控,率先探索"车载娱乐+AR"的场景融合。 当理想汽车的AI眼镜Livis在2025年12月3日的"理想科技日"发布会上揭开面纱,36克 ...
车企集体跨界智能终端AI入口争夺战中开启生态破局
Zhong Guo Zheng Quan Bao· 2025-12-11 20:17
Core Insights - The launch of Li Auto's AI glasses, Livis, signifies a shift in the competitive landscape of the new energy vehicle (NEV) industry, expanding from single automotive products to a comprehensive smart ecosystem [1][2] - Major Chinese NEV companies, including NIO and Xpeng, are diversifying into smart wearables and digital products to break through homogenized competition and capture user engagement in the AI era [1][2] Group 1: Product Features and Market Strategy - Livis features a lightweight design at 36 grams, an impressive battery life of 18.8 hours, and deep integration with vehicle systems, enhancing user interaction and experience [1][2] - The glasses are not standalone hardware but part of a "car + glasses" ecosystem, which increases user stickiness by transitioning customers from car buyers to participants in a smart lifestyle [2][3] Group 2: Industry Trends and Competitive Landscape - The global smart glasses market is experiencing significant growth, with a 64.2% year-on-year increase in shipments, and NEV-related products contributing 15% to this growth [3] - Li Auto's Livis achieved over 12,000 orders on its first sales day, with 80% of orders coming from existing Li Auto vehicle owners, indicating a shift towards an ecosystem competition involving multiple smart terminals [3] Group 3: Business Model and Challenges - Domestic NEV companies face longer profit cycles in their smart device ventures compared to international competitors like Tesla, which has successfully integrated robotics into its business model [4] - The development of smart devices by companies like Xpeng and Li Auto requires substantial investment and innovative business models to ensure long-term cash flow and profitability [4][5] Group 4: Consumer Behavior and Market Potential - A significant 72% of Chinese smart device users are willing to pay a premium for cross-terminal services, compared to only 45% in Western markets, indicating a strong market potential for innovative cross-device solutions [4] - The strategy of extending smart cockpit ecosystems to personal devices is seen as a necessary response to industry homogenization and a way to secure a foothold in the AI-driven market [5]
自主高端豪华轿车的“破晓”时刻 岚图追光L正式上市
Zheng Quan Ri Bao Wang· 2025-12-11 06:01
本报讯 (记者刘钊)12月10日,主题为"破晓"的岚图追光L上市发布会在北京举行。新车指导价为27.99万—30.99万元,推 出2个配置版型,并公布了总价值5.2万元的终身三电质保、5年免费基础保养等首任车主6大无忧服务权益,以及超高价值的3年 0息金融权益。岚图追光L的正式上市,补齐了岚图汽车三旗舰矩阵的最后一块拼图,与岚图泰山和岚图梦想家一同强力冲击高 端豪华车市场。 公司供图 2025年,在智能化、电动化的时代浪潮下,中国汽车已然在SUV和MPV领域实现全面突破。然而豪华轿车市场依然是中国 汽车亟待攻破的终极堡垒。 发布会上,岚图汽车科技股份有限公司董事长、党委书记卢放表示:作为年度压轴力作,岚图追光L深度融合东方文化自 信与顶尖科技实力,是中国汽车产业"破晓"的具象化体现。旗舰,是引领创新的旗帜,更是定义时代的标杆。岚图追光L集八 大全球领先的旗舰技术于一身,以科技重塑新时代豪华体验,开启属于中国高端豪华轿车的新纪元。 岚图追光L引领旗舰三电新标准 作为行业唯一同时搭载全域800V智能超混技术、5C超充与63kWh大容量电池的PHEV轿车,岚图追光L创下全球最长混动 轿车纯电续航410km的行业纪录 ...