Group 1 - The event "HDD·Dongguan Harmony Ecosystem Partner Forum" gathered over a hundred institutions and enterprises to witness the innovative experiences brought by Harmony, highlighting Dongguan's commitment to digital economic transformation and smart transition [1] - Dongguan's government and enterprises are focusing on enhancing information security, collaborative management, and efficiency during their digital transformation, with Harmony's advantages meeting diverse digital service needs [1] - The Guangdong government is prioritizing the development of the open-source Harmony ecosystem, introducing policies like the "Ten Measures for Open-source Harmony" to drive ecological development and support industrial applications [2] Group 2 - Dongguan's manufacturing sector has a strong foundation in smart mobile terminals, robotics, smart home devices, and other fields, which will enhance product competitiveness and market expansion through integration with the Harmony ecosystem [2] - 2025 is identified as a critical year for the maturity of the Harmony ecosystem, with Huawei's terminals fully entering the Harmony era, aligning with the trends of digital technology and industrial upgrades in Guangdong [2] - Various enterprises shared their practical experiences in the Harmony ecosystem, showcasing innovations in finance, healthcare, and artificial intelligence, emphasizing the collaborative potential of the ecosystem [3] Group 3 - Huawei is actively providing training, technical support, resource sharing, and market promotion to encourage partners to join the Harmony ecosystem, aiming to create a favorable development environment for various industries [3] - The forum emphasized the collective effort to establish Guangdong as a highland for Harmony ecosystem development, unlocking new potential in the digital industry [3]

Core Insights - Huawei launched the Pura 80 series and announced the upgrade of HarmonyOS 5.1, indicating significant advancements in its operating system and ecosystem [1][3][11] Product Launch and Features - The Huawei Pura 80 series is the first to feature HarmonyOS 5.1, which will be available for upgrade starting July [1] - HarmonyOS 5.1 introduces a new design style and enhanced user interaction features, including AI interactive themes and customizable elements [6][8] - The new AI assistant, "Xiao Yi," offers improved capabilities such as real-time translation and multi-modal interaction, enhancing user experience [8] Ecosystem Development - Since its launch, HarmonyOS has undergone over 30 iterations and added more than 200 features, showcasing its rapid evolution [11] - The ecosystem has seen significant user engagement, with daily application updates exceeding 400 and 7.2 million downloads [11] - The introduction of over 20,000 HarmonyOS applications and services reflects the growing developer support and ecosystem vitality [11] Strategic Positioning - The development of HarmonyOS represents a shift in China's tech industry from application innovation to foundational innovation, highlighting the potential for a self-sustaining operating system ecosystem [13] - The increasing collaboration with industry partners and developers signifies a robust commitment to building the Harmony ecosystem [13]

Group 1 - Huawei launched its flagship smartphone Pura 80 and the first AI smartwatch Huawei WATCH 5, emphasizing the importance of long-term R&D investment with a total of 1.249 trillion yuan over the past decade and 150,000 global effective patents [1] - The HarmonyOS 5 has seen an average of over 400 application version updates daily since its public testing began, with HarmonyOS 5.1 set to upgrade in July, including models like Huawei Mate 70 series and Huawei Pura X [1] - The release of the Pura 80 series with HarmonyOS 5.1 is expected to accelerate the maturity of the Harmony ecosystem [1] Group 2 - The Huawei WATCH 5 utilizes "soft-end cloud" collaborative AI technology, allowing it to operate independently from smartphones, enhancing user interaction through precise gesture recognition [2] - IDC forecasts that Huawei will become the leading brand in the global wearable market by Q1 2025, with a year-on-year shipment growth rate of 42.4%, maintaining the top position in the Chinese market [2] - Huawei's wearable devices have surpassed 200 million units shipped globally as of June 5 [2] Group 3 - The "pure-blood" HarmonyOS is showcasing innovative application capabilities, such as the "tap to pay" feature developed in collaboration with Alipay, allowing transactions in low or no network conditions, which is more efficient than similar features on Apple devices [2]

Core Insights - The domestic high-end smartphone market is highly competitive, with Huawei's Pura 80 series recently launched, featuring HarmonyOS 5.1 and starting at 6499 yuan [2][3] - Huawei is focusing on enhancing its imaging capabilities, which is a critical factor for consumers in the 5G era, as the smartphone market faces severe homogenization [3][4] - Huawei's R&D investment has been substantial, with nearly 180 billion yuan in the past year, indicating a long-term commitment to technological advancement [4][5] Market Position - Huawei's market share in the high-end smartphone segment has increased, with a reported 29% share compared to Apple's 54% [5][6] - The competition between Huawei and Apple is intensifying, with projections indicating a narrowing gap in market share by Q1 2025 [5][6] - In the broader domestic smartphone market, Huawei and Xiaomi are competing fiercely for the top position, both achieving significant year-on-year growth in shipment volumes [5][6] Strategic Initiatives - Huawei's recent success is attributed to its national subsidy policy and pricing strategies, which have boosted sales of the Pura 70 series [6] - The company is also working on expanding its HarmonyOS ecosystem, which is crucial for its competitive positioning against established players like Apple and Xiaomi [6][7] - Huawei's collaboration with Alipay to enable unique payment features on the Pura 80 series highlights its efforts to differentiate its products in the market [7]

Core Viewpoint - Huawei has successfully established a comprehensive ecosystem with HarmonyOS 5, integrating various devices such as smartphones, smartwatches, tablets, and computers, marking a significant milestone in its ecosystem development [1][9]. Group 1: Product Launch and Features - Huawei launched the Pura 80 series and WATCH 5, both equipped with HarmonyOS 5.1, showcasing the completion of the HarmonyOS ecosystem across multiple device categories [1][2]. - The Pura 80 series includes four models: Pura 80, Pura 80 Pro, Pura 80 Pro+, and Pura 80 Ultra, all featuring advanced imaging capabilities and AI enhancements [3][4]. - The new features of HarmonyOS 5.1 include over 70 innovative functions such as cross-device connectivity and unified account login, enhancing user experience across devices [6][9]. Group 2: Market Performance and Growth - According to Counterpoint Research, Huawei's smartphone sales grew by 28.5% year-on-year in Q1 2025, achieving a market share of 19%, the highest since 2021 [3][11]. - The Pura and Mate series are identified as key growth drivers, particularly in the high-end market segment [3][12]. - HarmonyOS has gained a 19% market share in China by Q4 2024, surpassing Apple's iOS, which holds a 17% share [11]. Group 3: Ecosystem Development - Huawei emphasizes the importance of ecosystem development, which is seen as a critical challenge compared to developing the operating system itself [12][13]. - The company is actively enhancing system capabilities and fostering partnerships across various sectors, including social media, finance, and health, to expand the HarmonyOS ecosystem [12][13]. - Recent updates to popular applications like WeChat and QQ on HarmonyOS reflect ongoing improvements and the growing ecosystem [13].

Group 1 - Huawei officially launched the Pura 80 series on June 11, which is one of its "dual-flagship" models, solidifying its position in the high-end market in China [1] - The Pura 80 series features the HarmonyOS 5.1 operating system, which is expected to accelerate the maturity of the Harmony ecosystem as it becomes more prevalent in flagship devices [1] - The Pura 80 series has received nearly 280,000 reservations since its pre-order began on June 5, indicating strong consumer interest [1] Group 2 - According to Canalys, the global smartphone market grew by 0.2% year-on-year in Q1 2025, while the high-end smartphone segment (priced above $600) saw a 12% increase in shipment volume [2] - Huawei's market share in the high-end segment increased by 69% year-on-year, reaching 9% of the global market, positioning it as the third-largest player [2][3] - Analyst Li Huaibin from Nanfus predicts that the sales of the Pura 80 series could reach around 10 million units [2] Group 3 - Huawei has invested over 1.2 trillion yuan in R&D over the past decade, with R&D expenses projected to reach 179.7 billion yuan in 2024, accounting for 20.8% of its total revenue [1] - The company holds a total of 150,000 valid global patents [1] - HarmonyOS is experiencing rapid growth, with over 400 application updates daily, and the HarmonyOS 5.1 upgrade is set to begin in July [2]

Core Viewpoint - Huawei has successfully established a comprehensive ecosystem with HarmonyOS 5, integrating various devices such as smartphones, smartwatches, tablets, and computers, marking a significant milestone in its ecosystem development [1][3]. Group 1: Product Launch and Features - Huawei launched the Pura 80 series smartphones and WATCH 5 smartwatch, both equipped with HarmonyOS 5.1, showcasing the completion of the HarmonyOS ecosystem across multiple device categories [1][3]. - The Pura 80 series includes four models: Pura 80, Pura 80 Pro, Pura 80 Pro+, and Pura 80 Ultra, all featuring over 70 innovative functions for cross-device collaboration [4][7]. - The new features include real-time window functionality for popular apps like Amap, Alipay, Meituan, and JD, allowing users to access information without opening the apps [6]. Group 2: Market Performance and Growth - According to Counterpoint Research, Huawei maintained a leading position in the Chinese smartphone market with a sales growth of 28.5% in Q1 2025, achieving a market share of 19%, the highest since 2021 [3][8]. - Huawei's Pura and Mate series have been significant growth drivers, particularly in the high-end market, with the Pura 70 and Mate 60 series showing notable sales increases [3][8]. Group 3: Ecosystem Development - HarmonyOS has achieved a market share of 19% in Q4 2024, surpassing Apple's iOS at 17%, indicating a strong competitive position in the ecosystem [8]. - The ecosystem is characterized by "multi-end collaboration and ecological sharing," with Huawei actively enhancing system capabilities and fostering partnerships across various sectors [8][9]. - Huawei emphasizes the importance of ecosystem development, recognizing it as a critical challenge that requires extensive application development and collaboration with partners [9].

Core Viewpoint - Huawei is expanding its HarmonyOS ecosystem with the launch of HarmonyOS 5.1, which is now integrated into high-end smartphones and wearable devices, marking a significant step towards establishing HarmonyOS as a global third mobile operating system alongside iOS and Android [1][3]. Group 1: Product Launch and Development - The Huawei Pura 80 series and the HUAWEI WATCH5, the first AI smartwatch powered by HarmonyOS, were unveiled, showcasing Huawei's commitment to integrating HarmonyOS across various product lines [1]. - Huawei has invested a total of 1.249 trillion yuan in R&D over the past decade, with nearly 180 billion yuan spent in the last year alone, representing over 20.8% of its revenue [1]. - The HarmonyOS ecosystem has seen over 30 updates and the addition of more than 200 new features, with an average of 720 million app downloads or updates daily [1]. Group 2: Developer Engagement and Ecosystem Growth - Developers are increasingly migrating applications from the Android ecosystem to HarmonyOS, which is essential for establishing HarmonyOS as a viable alternative to existing mobile operating systems [3]. - Major applications such as WeChat and QQ are rapidly iterating on their HarmonyOS versions, enhancing user acceptance of the new system [3]. - The cross-device capabilities of HarmonyOS are attracting developers to explore new opportunities beyond mobile applications, particularly in the wearable device market [5]. Group 3: Market Position and Future Outlook - According to IDC, the global wearable device market saw shipments of 45.57 million units in Q1 2023, with a 10.5% year-on-year growth, and Huawei is projected to become the leading brand in the global wrist-worn device market by Q1 2025 [5]. - The new WATCH series is expected to facilitate Huawei's entry into the mid-to-high-end market segment, leveraging the synergistic effects of the HarmonyOS ecosystem [5]. - The long-term success of HarmonyOS will depend on the active participation of developers and the ability to convert hardware advantages into ecosystem momentum [6].

Core Viewpoint - Huawei officially launched the Pura 80 series smartphones, which are equipped with HarmonyOS 5.1, showcasing significant innovations in imaging systems and AI experiences [1][2]. Pricing and Models - The Pura 80 series includes several models: Pura 80 Pro starting at 6499 yuan, Pura 80 Pro+ starting at 7999 yuan, Pura 80 Ultra starting at 9999 yuan, and the highest price for the Pura 80 Ultra is 10999 yuan [3][4]. Design and Display - The Pura 80 series maintains a family design concept inspired by traditional Chinese monochrome glazed pottery, featuring a 6.6-inch OLED flat screen for the Pura 80 and 6.8-inch OLED deep four-curved screens for the Pro models [3]. Imaging System - The Pura 80 Pro features a 50MP 1-inch variable aperture main camera, a 48MP 4x telephoto lens, and a 40MP ultra-wide-angle lens, along with a 1.5MP spectral camera. The Pura 80 Ultra introduces "one lens dual vision" technology, enhancing optical zoom capabilities [4]. - The series includes three innovative AI imaging features: personalized color cards, AI-assisted composition, and AI stitching for high-resolution panoramic images [4]. Software and Privacy Features - The Pura 80 series comes pre-installed with HarmonyOS 5.1 and includes an upgraded AI assistant with real-time visual interaction capabilities. Privacy features include AI anti-peeping protection and AI fraud detection [5]. Market Performance and R&D Investment - As of the launch event, the Pura 80 Pro and Pro+ had nearly 300,000 pre-orders [6]. Huawei has invested a total of 1.249 trillion yuan in R&D over the past decade, with a projected R&D expenditure of 179.7 billion yuan in 2024, accounting for 20.8% of annual revenue [9]. Wearable Device Achievements - Huawei's wearable devices achieved the highest global shipment volume in Q1 2025, with a year-on-year growth of 42.4%, and the total cumulative shipment of wearable devices exceeded 200 million units [10][11].

Core Viewpoint - Huawei has launched its first high-end flagship smartphone of the year, the Pura 80 series, which marks the return of the brand to 5G and features the HarmonyOS 5.1 operating system, aiming to enhance its market position and compete with rivals [2][5][10]. Product Launch and Pricing - The Pura 80 series includes four versions: Standard, Pro, Pro+, and Ultra, with prices starting at 6499 yuan for the Pro version and 9999 yuan for the Ultra version, while the Standard version's price is yet to be announced [2][7]. - The Pura 80 series is positioned as a high-end flagship, aligning its status with the Mate series, which focuses on business applications [2][3]. Imaging Capabilities - The Pura 80 series emphasizes imaging capabilities, featuring a one-inch large sensor, AI-assisted composition, and is marketed as a "stage artifact" [4][6]. - The series continues the legacy of the P series as an imaging flagship, maintaining its focus on high-quality photography [3][4]. HarmonyOS Development - The Pura 80 series is the first high-end smartphone to fully adopt the pure HarmonyOS, which has become the third-largest mobile operating system globally, with over 15,000 native applications launched since September 2023 [5][6]. - The HarmonyOS 5.1 includes enhanced AI features, such as visual recognition and proactive recommendations for clothing based on weather and schedules [6]. Market Position and Strategy - Huawei aims to regain its market leadership in China, having achieved a 16.6% market share, positioning it as the second-largest smartphone vendor, with a year-on-year shipment increase of over 50% [9][10]. - The cautious pricing strategy for the Pura 80 series reflects lessons learned from previous pricing missteps, such as the rapid discounting of the Pura 70 series shortly after its launch [7][8].