不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 5月8日，华为在深圳举办鸿蒙电脑技术与生态沟通会。华为终端BG平板与PC产品线总裁朱懂东表示， 华为终端全面进入鸿蒙时代。 其介绍，鸿蒙电脑经过五年布局，集结超过1万名顶尖工程师，联合20多家研究所，积累超过2700项核 心专利。 朱懂东介绍，鸿蒙电脑搭载了HarmonyOS 5，采用鸿蒙内核，带来精致、智能、安全、流畅、互联的体 验；鸿蒙电脑从内核开始重构操作系统，构筑鸿蒙办公新体验。 据悉，鸿蒙电脑应用开发持续加速，当前超过150个专属电脑生态应用已经全部启动开发，300多个融合 生态应用已完成适配，预计今年年底融合生态应用超过2000个。 鸿蒙电脑依托分布式软总线技术，具备自然、无缝、无感的跨设备互联体验，支持与华为手机、电脑、 平板三设备键鼠共享。通过手眼同行、跨设备互通、应用接续、华为分享，可实现华为手机、平板与电 脑之间的无缝衔接，提升办公效率。 鸿蒙电脑还实现了AI能力与底层硬件、操作系统、软件应用的深度融合，鸿蒙电脑的小艺可实现在会 议记录、文档处理、知识问答等方面的智慧交互。 朱懂 ...

在今日举行的鸿蒙电脑技术与生态沟通会上，首款鸿蒙电脑正式亮相，而华为智慧办公将升级为鸿 蒙办公。在鸿蒙电脑应用适配方面，头部150个应用已经启动开发，预计到年底将支持超过2000个应 用。 ...

华为已申请多个鸿蒙电脑相关商标 金十数据5月7日讯，华为将于5月8日上午在深圳召开鸿蒙电脑技术与生态沟通会，会上鸿蒙电脑将正式 亮相。天眼查知识产权信息显示，今年2月，华为技术有限公司已申请注册多个"鸿蒙电脑"相关图形商 标，国际分类涉及网站服务、广告销售、科学仪器，当前商标状态为等待实质审查。 ...

Group 1 - Huawei Pura X, a new foldable smartphone, features a 16:10 aspect ratio inner screen and a 1:1 outer screen, combining tablet-level viewing with mobile portability [1][2] - The device is equipped with an AI eye movement paging system and the upgraded HarmonyOS 5.0, enhancing user experience and performance by 40% [3][4] - The pricing strategy for Huawei Pura X starts at 7499 yuan, positioning it between other Huawei foldable models and competing directly with high-end devices like the iPhone 16 and Samsung's Z Flip6 [4][5] Group 2 - Despite initial pricing controversies, Huawei Pura X achieved significant sales, with 100,000 units sold on its first day, indicating strong consumer demand [5][6] - Huawei maintains a leading position in the Chinese foldable smartphone market, holding a 51.29% market share, with the overall market expected to grow by 30.8% in 2024 [5][6] - The launch of Pura X represents Huawei's differentiated strategy in the foldable smartphone sector, aiming to expand its market presence through attractive financing options [6]

【WitsView整理】 3月31日，华为公布了2024年年报。 报告期内，华为实现全球销售收入8621亿元人民币，同比增长22.4%；净利润626亿元人民币。 发布会上，华为常务董事、终端BG董事长、智能汽车解决方案BU董事长余承东表示，华为终端全面进入鸿蒙时代，今年5月份将推出鸿蒙电脑。 值得一提的是，8621亿元的销售收入是华为历史上第二高的水平，仅次于2020年创下的8914亿元历史最高营收。 具体细分业务方面，华为2024年ICT基础设施业务实现销售收入3699亿元，同比增长4.9%；终端业务实现销售收入3390亿元，同比增长38.3%；云 计算业务实现销售收入385亿元，同比增长8.5%；数字能源业务实现销售收入687亿元，同比增长24.4%；智能汽车解决方案业务实现销售收入264 亿元，同比增长474.4%。 | (人民币百万元) | 2024年 | 2023年 | 同比变动 | | --- | --- | --- | --- | | ICT基础设施业务 | 369,903 | 352,756 | 4.9% | | 终端业务 | 339,006 | 245,134 | 38.3% | | 空抖着 ...

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index within the next six months [8]. Core Insights - The first smartphone featuring the native HarmonyOS is set to be launched on March 20, 2025, which is anticipated to drive market interest and sales [1][5]. - The report highlights a significant increase in smartphone production among the top six global brands, with a total output of 335 million units in Q4 2024, reflecting a quarter-on-quarter growth of 9.2% [5]. - The report provides a market overview, noting declines in various electronic sectors, including passive components (-0.85%) and semiconductor materials (-3.01%) [3]. Summary by Sections Market Overview - The Shanghai Composite Index decreased by 0.39%, while the Shenzhen Composite Index fell by 1.12% [3]. - The electronic sector showed declines across multiple categories, with optical components experiencing the largest drop at -4.67% [3]. Company Announcements - Shenzhen Huaqiang reported a revenue of 21.954 billion yuan for 2024, a year-on-year increase of 6.60%, but a net profit decline of 54.43% [4]. - Huafeng Measurement Control announced a revenue of 0.905 billion yuan for 2024, marking a 31.05% increase, with a net profit growth of 32.69% [4]. Industry Developments - Huawei is set to hold a product launch event for its HarmonyOS smartphone on March 20, 2025, which is expected to attract significant consumer interest [5]. - TrendForce forecasts that Apple will lead smartphone production in Q4 2024 with 80.1 million units, a 57.4% increase quarter-on-quarter [5].