Core Insights - The 2025 Consumer Electronics Innovation Conference (CEIC2025) opened in Shenzhen, showcasing nearly 300 tech companies and over 2000 innovative products, including major brands like Huawei and BYD [1] - A significant focus is on how terminal manufacturers define the next generation of smart experiences amid the AI wave [1][3] - Honor's strategy emphasizes "open co-creation" as a core driver for international brand development and showcasing China's technological innovation [1][8] Group 1: New Experience and Connection - Honor defines the "new experience" as addressing the pain points of "device isolation" and "scene islands" in the consumer electronics industry, aiming for seamless connectivity and experience [4][5] - The upgraded HONOR AI Connect platform aims to provide a robust foundation for achieving this new experience, having successfully connected over 30 million devices [6][7] - The platform's architecture allows for quick integration of third-party products, enhancing the ecosystem's intelligence and connectivity [6][7] Group 2: New Model and Ecosystem - Honor's "new model" focuses on the "1X3XN" ecosystem strategy, which includes eight major scenarios such as smart home and health [8][9] - The company is expanding its partnerships, having signed strategic agreements with Alibaba and BYD to deepen cooperation in AI ecosystems [10] - Honor's global strategy involves collaboration with over 35,000 developers and more than 200 ecosystem partners to build a new AI terminal ecosystem [10][11] Group 3: Market Dynamics - The global smartphone market is transitioning from a focus on hardware to AI capabilities, with a 3% year-on-year growth in Q3 2025 [12] - Chinese consumers are identified as the most AI-inclined demographic in developed markets, driving local brands to enhance AI functionalities [12] - Honor's investment in AI and open co-creation is seen as a potential game-changer in the competitive landscape of the smartphone industry [12]

Core Insights - Honor is celebrating its fifth anniversary and has successfully navigated its survival phase while finding a unique growth path in a highly competitive smartphone market [1] - The company is transitioning from a hardware manufacturer to an AI ecosystem leader under the leadership of CEO Zhao Jian, leveraging an "open ecosystem" strategy and "self-evolution capability" [1][3] Industry Context - The smartphone market is characterized by intense competition and significant product homogeneity, leading to shrinking profit margins. In Q3, the Chinese smartphone market saw a 3% year-on-year decline, indicating that growth through hardware upgrades has reached its limits [4][5] - Honor's strategic shift reflects a broader industry transformation from hardware-centric competition to ecosystem empowerment, as companies seek to create value through diverse revenue streams beyond device sales [7][8] Strategic Initiatives - Honor introduced the "1X3XN" ecosystem strategy and the AI operating system MagicOS 10, aiming to connect the upstream and downstream of the industry chain [3][5] - The strategy emphasizes collaboration and co-creation within the AI ecosystem, positioning Honor as not just a device manufacturer but also as an enabler and integrator of AI solutions across various sectors [7][10] Competitive Landscape - Honor's approach contrasts with the "walled garden" model of Apple and the fragmented model of early Android, opting for a balanced strategy that maintains system openness while ensuring user experience consistency through MagicOS 10 [9][10] - The company is establishing itself as a "chain master" in Shenzhen's AI terminal industry, leveraging local advantages to create a robust AI terminal industry cluster [17][18] Regional Advantages - Shenzhen's status as a "hardware Silicon Valley" provides Honor with unparalleled supply chain efficiency and innovation capabilities, allowing rapid product development [15][18] - The local government's proactive AI policies support Honor's growth, aiming to achieve an AI terminal industry scale of 800 billion yuan by 2026 [15][18] Future Outlook - Honor's open ecosystem strategy represents a significant shift in China's tech industry, moving from "point breakthroughs" to "system innovation" [19] - The company faces challenges in proving the commercial value and technological advantages of its open model amid increasing competition from global tech giants [19]

Core Viewpoint - Honor is transitioning from a device manufacturer to an AI terminal ecosystem company, highlighted by the launch of its AI operating system Magic OS 10 and the "1×3×N" ecological strategy [1][2]. Group 1: Company Transformation - Honor is currently undergoing a significant transformation, focusing on becoming an AI terminal ecosystem company [1]. - The company has invested over 10 billion yuan in AI research and development [2]. Group 2: Ecological Strategy - Honor's "1×3×N" ecological strategy aims to create a smart interconnected ecosystem across brands, scenarios, and devices [2]. - The "1" in the strategy represents the HONOR AI Connect platform, which opens Honor's AI capabilities to all ecosystem partners [2]. - The "3" refers to supporting partners through three models: ecology, channels, and technology & brand [2]. - The "N" indicates that Honor will cover multiple industry clusters, including education, smart home, audio wearables, toys, and pets [2]. Group 3: Industry Collaboration - Several smart home brands, including Haier, have joined Honor's smart interconnected ecosystem, aiming to resolve the current fragmentation in smart home applications [3]. - Currently, many smart home devices do not interconnect, requiring users to download multiple apps for different brands [3]. Group 4: User Experience Challenges - The fragmentation of apps has led to a suboptimal user experience, with many smart devices remaining inactive [4]. - Haier's smart home app has 13 million monthly active users, which only accounts for 30% of the device activation rate, indicating that 70% of smart devices are underutilized [4]. Group 5: Future Connectivity Plans - Honor plans to facilitate device connectivity through a "tap-to-connect" feature, allowing users to easily link devices from different brands [5]. - The Honor interconnectivity capability is expected to expand into various life scenarios as more industry partners join the ecosystem [5].

Core Insights - The article discusses the rapid evolution of AI technology and its impact on the terminal ecosystem, highlighting Honor's strategic initiatives in AI development and ecosystem building [1][2][3] Group 1: AI Ecosystem Strategy - Honor unveiled its "1×3×N" AI ecosystem strategy, emphasizing the importance of AI in reshaping the terminal ecosystem and the company's commitment with over 10 billion yuan invested in AI research [1][9] - The strategy includes an upgraded HONOR AI Connect platform, which aims to open Honor's AI capabilities to partners, and focuses on three empowerment modes: ecological, channel, and technical & brand empowerment [9][10] Group 2: AI Operating System Evolution - Honor's CEO proposed a vision for an AI OS that evolves from a passive tool to an active intelligent system, with the recent launch of MagicOS 10 representing this shift [3][8] - The evolution includes five dimensions: model enhancement, core enhancement, collaborative enhancement, service enhancement, and interaction enhancement, which together form the foundation of a self-evolving AI operating system [4][5][6][8] Group 3: Collaborative Ecosystem Development - Honor is expanding its ecosystem through partnerships, having signed strategic agreements with Alibaba and BYD to explore synergies between smart terminals and electric vehicles [8][10] - The company has engaged over 200 ecosystem partners and integrated more than 4,000 ecological MCPs and intelligent agents, aiming to create a seamless user experience [11][12] Group 4: Policy and Industrial Support - Shenzhen's policies, including the "20+8" industrial cluster plan and the AI terminal industry development action plan, provide a supportive framework for the growth of the AI industry [12] - The article highlights Shenzhen's advanced manufacturing capabilities and its role as a testing ground for AI applications, showcasing various successful implementations in daily life and industry [12]

Core Insights - The conference themed "Intelligent Connectivity and Ecological Co-creation" marks a significant step for Honor in its transformation into an AI terminal ecosystem company [1] - Honor's Chairman Wu Hui emphasized the synergy between policy direction, technological breakthroughs, and market demand, accelerating industrial transformation driven by the "AI+" wave [3] Group 1: AI Ecosystem Strategy - Honor introduced the "1×3×N" ecological strategy to address the fragmentation of the AI terminal ecosystem, focusing on a human-centered, hardware-software integrated approach [4] - The "1" in the strategy represents the HONOR AI Connect platform, which opens Honor's AI capabilities to all ecosystem partners [4] - The "3" signifies three modes of empowering partners: ecological empowerment, channel empowerment, and technology and brand empowerment [4] - The "N" indicates that Honor will cover multiple industry clusters, including education, smart home, audio wearables, toys, and pet care [4] Group 2: AI Solutions and Experiences - Honor launched eight AI scenario-based ecological solutions to tackle fragmented user experiences and long-standing interconnectivity issues in the smart ecosystem [5] - The conference featured an immersive experience area of over 3,000 square meters, showcasing Honor's capabilities in various AI domains [5] Group 3: MagicOS 10 - Honor unveiled MagicOS 10, the world's first AI intelligent operating system with self-evolution capabilities, aiming to transition from the OS era to the AI OS era [6] - CEO Li Jian stated that a true AI OS must achieve a value leap centered on human needs, emphasizing collaboration with users, industries, and developers [8] - MagicOS 10's five-dimensional evolution path redefines the core standards of intelligent terminal operating systems, transitioning from traditional OS to AI OS [11] Group 4: Future Vision - Honor aims to act as a "fusioner," building a smart world across devices and scenarios, continuously injecting innovative momentum into the trillion-level AI terminal industry cluster [11]

Core Insights - The Honor Global Developer Conference and AI Terminal Ecosystem Conference was held on October 23, showcasing Honor's complete layout in the AI terminal ecosystem [1] - Honor's Chairman, Wu Hui, emphasized the synergy between policy direction, technological breakthroughs, and market demand, accelerating industrial transformation through the "AI+" wave [1] Group 1: AI Ecosystem Strategy - Honor introduced the "1×3×N" ecological strategy to address the fragmentation challenges in the AI terminal ecosystem, aiming to create a smart interconnected ecosystem across brands, scenarios, and devices [1] - The "1" represents the HONOR AI Connect platform, which opens Honor's AI capabilities to all ecosystem partners [1] - The "3" signifies three modes of support for partners: ecological empowerment, channel empowerment, and technology and brand empowerment [1] - The "N" indicates that Honor will cover multiple industry clusters, including education, smart home, audio wearables, toys, and pets [1] Group 2: HONOR AI Connect Platform - Since its launch in 2022, the HONOR Connect platform has successfully connected over 30 million ecological devices, marking a transition from "interconnection" to "intelligent connection" [2] - Developers can directly access mature multimodal interaction capabilities without needing to reconstruct complex foundational platforms, benefiting from cross-scenario AI collaborative services [2] Group 3: AI Solutions and Partner Support - To address the fragmented experience users face in smart ecosystems, Honor released eight AI scenario-based ecological solutions covering various areas such as smart home, smart vehicle connectivity, and health [2] - Honor's "Partner Support Program" offers free IoT connectivity to achieve optimal pricing in the AI industry and provides robust resource support through global flagship stores [2]

Core Insights - Honor is transitioning from a smartphone manufacturer to a leading global AI terminal ecosystem company, showcasing its AI ecosystem layout at the first global developer conference in Shenzhen [1] Group 1: AI Ecosystem Strategy - Honor introduced the "1×3×N" ecological strategy to address the fragmentation of the AI terminal ecosystem, which includes the HONOR AI Connect platform, three empowerment models, and coverage across multiple industry clusters [2] - The HONOR AI Connect platform has successfully connected over 30 million ecological devices, establishing a solid foundation for connectivity [2] Group 2: AI Scene Solutions - Eight AI scene-based ecological solutions were launched to tackle fragmented user experiences and enhance interoperability, covering areas such as smart home, smart vehicle, health, education, and business [3] - Honor aims to create a seamless experience by integrating home, vehicle, and mobile interactions, recently partnering with BYD to develop an AI-driven smart travel ecosystem [3] Group 3: Collaboration and Innovation - Honor's chairman emphasized the synergy between policy, technology, and market forces in Shenzhen, which accelerates the evolution of terminal intelligence [4] - The company is establishing a robust industrial foundation in Shenzhen, with significant manufacturing and supply chain partnerships to support its AI terminal ecosystem [4]

Core Insights - The 2025 Honor Global Developer Conference and AI Terminal Ecosystem Conference commenced in Shenzhen, marking a significant step in building a trillion-level AI terminal ecosystem as a new competitive arena for urban industries [3][5] - Honor announced its AI "1×3×N" ecosystem strategy, aiming to create an open, intelligent, and scalable terminal ecosystem, which is positioned as an AI industrial internet platform [6] Group 1: AI Ecosystem Development - The Guangdong Province's action plan for high-quality development of manufacturing empowered by AI (2025-2027) emphasizes strengthening the supply of industrial AI as a core task, focusing on cultivating industrial software and intelligent equipment [5] - The AI "1×3×N" strategy includes one core platform, three enabling models, and multiple clusters for collaborative development, enhancing the efficiency and cost-effectiveness of AI solutions for partners [6] Group 2: Industrial Infrastructure and Ecosystem - The AI ecosystem in Pingshan has formed a complete chain from AI research and design to terminal manufacturing, supported by over 60% of Shenzhen's chip manufacturing output [6][8] - Pingshan is actively integrating talent, policy, and capital to drive industrial development, showcasing its commitment to building a robust AI industry ecosystem [7][8] Group 3: Strategic Location and Advantages - The choice of Pingshan for the conference reflects recognition of its industrial strength and favorable development environment, leveraging its advanced manufacturing base and diverse application scenarios [8][9] - Pingshan has established itself as a hub for advanced manufacturing, with significant contributions from key industries such as smart vehicles, innovative pharmaceuticals, and integrated circuits [9] Group 4: AI Integration and Application - Pingshan is accelerating the AI transformation of industries, having identified 11 initial AI application scenarios and over a hundred potential applications to embed AI into its three main industries [10] - The region aims to create a closed-loop logic of "technological innovation—scenario application" to facilitate deep AI applications, supported by leading tech companies like Honor [10]

Core Insights - Honor is transitioning into an AI terminal ecosystem company, having invested over 10 billion yuan in AI research and development [1][3] - The company has launched eight AI scenario-based ecological solutions as part of its strategy to build an AI ecosystem [1][7] Group 1: Development Strategy - Honor has outlined a "three-step" development path focusing on smart phones, smart ecosystems, and a smart world [3] - The HONOR Connect platform has been upgraded to HONOR AI Connect, which aims to lower the entry barriers and R&D costs for ecosystem partners [3][5] - Since 2022, the HONOR Connect platform has connected over 30 million ecological devices, establishing a foundation for connectivity [3] Group 2: AI Operating System - The newly launched MagicOS 10 is the world's first AI intelligent operating system with "self-evolution" capabilities [5] - MagicOS 10 aims to evolve from a passive "tool platform" to an active "intelligent hub" through five dimensions of evolution [5] - The competition among smartphone manufacturers will increasingly focus on AI capabilities rather than just hardware specifications [5] Group 3: AI Ecosystem Construction - Honor is working to create a prosperous, open, and continuously evolving AI terminal ecosystem, covering various sectors such as smart home, smart vehicle, and health [7] - The collaboration with Midea Group aims to establish an AI smart home ecosystem by 2025, targeting a million interconnected user devices [8] - Partnerships with BYD and Changan Automobile are focused on integrating mobile and automotive technologies, enhancing the smart vehicle experience [8][9]

Core Viewpoint - The article discusses the rapid advancement of AI technology and its integration into various consumer electronics, highlighting Honor's "1×3×N" ecosystem strategy aimed at creating a comprehensive AI terminal ecosystem [1][2]. Group 1: AI Ecosystem Strategy - Honor's "1×3×N" strategy positions the company as the "trunk" of an ecosystem, supporting partners (the "branches") to grow together and accelerate the development of a trillion-level AI terminal industry cluster [2]. - The "1" in the strategy refers to the HONOR AI Connect platform, which upgrades from connectivity to intelligent connectivity, lowering developer barriers and providing integrated hardware and software modules [2]. - The "3" represents three types of cooperation: ecosystem, channel, and technology & brand [2]. - The "N" encompasses various fields such as smart home, smart vehicle connectivity, health, education, and business applications [2]. Group 2: Technological Foundation - A successful ecosystem requires clear strategy and robust underlying technology, including connection capabilities and user experience [2]. - Honor recently launched MagicOS 10, defined as an AI intelligent operating system with self-evolution capabilities, indicating a systematic restructuring of its underlying architecture [2][3]. Group 3: Market Trends and Projections - AI terminals are becoming a key driver of growth in the consumer electronics industry, with IDC projecting that global AI device shipments will exceed 1.2 billion units by 2025, and China's AI smartphone penetration rate is expected to surpass 40% [3]. - The evolution of operating systems in the AI era is a focal point for the industry, with Honor proposing five evolution paths for AIOS, including personalized model upgrades and multi-modal natural interaction [3]. Group 4: User and Developer Engagement - Honor emphasizes the importance of user co-creation, industry symbiosis, and ecosystem integration as driving mechanisms for system self-evolution [3]. - The company has implemented a "wish-list" mechanism to gather user feedback, resulting in thousands of functional iterations and a monthly update plan [3]. - Honor has launched the "Sailing Plan," establishing a resource pool of 2 billion to incentivize developers, attracting 350,000 developers globally and incubating over 2,000 cases [4]. Group 5: Strategic Partnerships - Honor is expanding collaborations with internet operators, large models, smart devices, and smart home sectors, including a strategic agreement with Alibaba to enhance the large model and smart device service ecosystem [4]. - The company is also partnering with BYD to integrate smart terminals with new energy vehicles, with implementations already in several models [4].