Core Viewpoint - Honor is transitioning from a hardware manufacturer to an AI terminal ecosystem company, emphasizing the importance of AI technology and new growth opportunities in its strategic vision [1][8]. Company Strategy and Leadership - Honor's CEO, Li Jian, has been in office for four months and has initiated significant organizational changes, including the establishment of new departments focused on AI and robotics [3][9]. - The company has completed its shareholding reform and is preparing for an IPO, having engaged relevant institutions for the process [3][6]. Product Launch and Market Position - Honor launched the Honor 400 series smartphones, targeting the mid-range market while incorporating high-end features, such as the Snapdragon 7 Gen 4 chip and a 7200mAh battery [5][6]. - Despite facing market share pressure, Honor aims to return to the top three in the domestic market by the end of the year, with the Honor 400 series expected to be a turning point for sales [6][7]. Market Performance - According to CounterPoint Research, Honor's market share has dropped to 13.7%, placing it sixth in the Chinese smartphone market, while Huawei leads with 19.4% [6]. - Honor has experienced significant growth in international markets, with over 50% growth in regions like Latin America and the Middle East, and over 100% growth in Southeast Asia [7]. Technological and Industrial Transformation - Honor is focusing on three main transformation lines: technological change driven by AI, industrial change moving beyond smartphones, and ecological change through collaboration with the supply chain [8][10]. - The company is entering the robotics sector, with plans to develop various AI-driven products and establish a new industrial incubation department [9][10]. Research and Development - Honor has restructured its R&D framework to adapt to the AI era, creating three primary departments focused on AI systems, hardware, and platforms, which cover critical areas from software to algorithms [10].

Core Viewpoint - Honor is actively preparing for its IPO and aims to transform from a smartphone manufacturer to an AI ecosystem company, focusing on user needs and pain points in the AI era [2][4]. IPO Preparation - Honor has completed its restructuring and is in the process of preparing for its IPO, having engaged various intermediaries [2][4]. - The company plans to launch its IPO process at an appropriate time, considering market conditions and regulatory requirements [4]. Leadership Changes - Following a series of executive departures, including the resignation of former CEO Zhao Ming, Honor appointed Li Jian as the new CEO to lead the company forward [4]. - Under Li Jian's leadership, Honor is focusing on internal improvements and business transformations to enhance long-term value [4]. Entry into Robotics - Honor has confirmed its entry into the robotics sector, emphasizing its commitment to developing autonomous technologies and collaborating with other manufacturers as needed [6][9]. - The company has achieved a significant milestone with its humanoid robot, which can run at a speed of 4m/s, setting a new industry record [9]. AI Ecosystem Strategy - Honor announced its HONOR ALPHA PLAN, committing to invest $10 billion over the next five years to build a global AI terminal ecosystem [9]. - The company aims to break down industry barriers with its new 400 series products, which support cross-platform communication with iOS and HarmonyOS [10]. Talent Recruitment Initiative - Honor launched the "Global Million Eagles Plan" to recruit top talent globally, targeting 10 technical leaders, 100 sales elites, 1,000 outstanding graduates, and 10,000 user experience officers [10].

Core Insights - Honor is transitioning from a smartphone manufacturer to a leading global AI terminal ecosystem company, with a commitment to invest over $10 billion in AI terminal ecosystem development over the next five years [1][3] - The new strategy, named "Alpha Strategy," aims to enhance product offerings and organizational structure, including the establishment of a new AI industry department [3][4] Investment and Product Development - Honor's annual investment in AI is projected to exceed 10 billion RMB, marking one of the largest commitments among smartphone manufacturers in recent years [3] - In April, Honor launched three new products: Honor Power, Honor GT Pro, and Honor MagicBook Pro 16 2025 series, showcasing significant technological advancements and market responsiveness [4][5] Market Performance - Following the launch of the Honor Power, the brand regained a top-three position in the Chinese smartphone market with a 13.7% market share in April [5] - The Honor GT Pro achieved sales leadership in the 3-5K price segment upon its release, while the MagicBook Pro 16 2025 series introduced industry-leading features [5] Technological Innovation - Honor's manufacturing process incorporates AI technology, achieving a 95% automation rate in key operations and increasing production capacity by 300% compared to traditional factories [7] - The company aims to create a "black light factory" model that enhances efficiency and reduces costs, ultimately benefiting consumers [7] Strategic Vision - Honor's "Alpha Strategy" is structured in three phases: creating intelligent smartphones, breaking industry boundaries to co-create an AI ecosystem, and exploring human potential in the era of general artificial intelligence (AGI) [7] - The company emphasizes collaboration with both domestic and international tech giants to foster an open ecosystem [8]

Core Insights - Honor is undergoing a significant organizational restructuring, including a major personnel adjustment in key positions within the China region, with 45% of the roles being changed and 24% of the new leaders being born in the 1990s [1][2][3] - The company has established a new AI-related division, elevating AI and software business to a primary department, signaling a strategic shift towards becoming an AI ecosystem company [1][7][8] - Honor has launched several new products aimed at capturing market share in competitive segments, with notable sales performance reported for its latest offerings [4][5][6] Group 1: Organizational Changes - Honor has initiated a recruitment reform called the "Eagle Plan," involving the reopening of 38 core positions, resulting in 17 changes, with a significant number of young leaders being promoted [2][3] - The restructuring is seen as a proactive measure to enhance organizational agility and competitiveness in the Chinese market, which is crucial for Honor's global strategy [3][4] Group 2: Strategic Focus on AI - The establishment of the AI and software business department is part of the "Alpha Strategy," which aims to position AI as a core driver of Honor's future growth [7][8] - Honor is increasing its investment in AI capabilities, collaborating with major partners to enhance its AI applications and user experience [8][9] Group 3: Product Launches and Market Performance - Honor has recently launched three significant products, achieving substantial sales growth, with the Honor Power smartphone seeing a 40% increase in first sales [4][5] - The upcoming Honor 400 series is set to debut in international markets, emphasizing advanced imaging and AI features, which is expected to strengthen Honor's market position [5][6]

Group 1 - Honor has undergone significant personnel changes under the "Eagle Plan," with 45% of key positions in the China region being adjusted, including the departure of high-level executives like Ni Jiayue [1] - Honor's market share has been declining, with data from Canalys indicating that it has fallen out of the top five in the Chinese market for two consecutive quarters, remaining in the "Others" category [4][7] - The company has attempted to boost its market presence by launching several cost-effective products since April, but faced challenges such as allegations of score manipulation regarding its flagship gaming phone [9][12] Group 2 - The new CEO, Li Jian, has proposed a strategic shift towards becoming an AI terminal ecosystem company, although this transformation has yet to reflect in sales figures [2][22] - Honor's market position has been adversely affected by intense competition, with rivals increasing R&D investments and engaging in aggressive pricing and marketing strategies [8] - The company aims to enhance its brand image and market share through the introduction of new products, but faces challenges in product innovation and consumer trust [8][10] Group 3 - Honor's recent product launches include the Honor Power with an 8000mAh battery and the Honor GT Pro, which has been criticized for alleged score manipulation in performance benchmarks [9][12] - The company is focusing on mid-range products to stimulate sales after falling out of the top five in market share [10][19] - The transition to an AI-focused strategy is seen as a double-edged sword, with potential for growth but also significant challenges in execution and market adaptation [18][24] Group 4 - Honor's previous high point was in Q3 2023 when it regained the top market position with an 18% share, but has since struggled to maintain that momentum [5] - The collaboration with Porsche Design for high-end products has not yielded the expected results, partly due to declining sales of Porsche vehicles in China [19][20] - The upcoming IPO process is critical for Honor, and its ability to present a compelling growth narrative will depend on improving its market share and product competitiveness [24]

Core Viewpoint - Honor is shifting its focus towards the mid-to-low-end smartphone market, launching new models like the Power series, which features a competitive price point and large battery capacity, indicating a strategic pivot from its previous high-end positioning [1][3][7]. Market Position and Competition - Honor's market share in China has been declining, with IDC reporting a drop to 13.7% in Q4 2024, placing it fifth in the domestic smartphone market [4][5]. - The competitive landscape is dominated by major players like Xiaomi, Huawei, OPPO, vivo, and Apple, with Honor's brand recognition and fan base being relatively weak compared to its competitors [3][4][10]. Strategic Changes - Following a leadership change, Honor has introduced the "Alpha" strategy aimed at creating a global AI terminal ecosystem, which marks a significant shift in its operational focus [6][13]. - The company plans to invest $10 billion over the next five years to build this ecosystem, which is expected to enhance its brand positioning and market competitiveness [13][14]. Product Strategy - The new Power series is designed to cater to the mid-to-low-end market, featuring an 8000mAh battery, which is a key differentiator in a crowded market [16][22]. - Honor's pricing strategy has been adjusted to leverage government subsidies, making its products more appealing to cost-sensitive consumers [19][24]. Market Trends and Consumer Behavior - The introduction of government subsidies has positively impacted smartphone sales, with a reported 5.6% year-on-year growth in China's smartphone shipments for 2024 [20][26]. - Consumers are increasingly inclined to purchase mid-range smartphones, which presents both opportunities and challenges for Honor as it competes in a highly saturated market [25][30]. Challenges Ahead - Despite the potential benefits of the subsidy program, increased competition in the mid-range segment poses a significant challenge for Honor, as it must differentiate itself from established competitors like Xiaomi and OPPO [23][29]. - Honor's historical association with Huawei may hinder its efforts to establish a distinct brand identity, complicating its strategy to cultivate a loyal customer base [15][28].

同一天，赵明因个人原因辞去公司董事、CEO等职务，董事会决定由李健接替赵明开展工作。资料显 示，李健于2021年加入荣耀，曾任副董事长、董事等职务，并长期担任人力资源部总裁和荣耀管理团队 核心成员。加入荣耀之前，李健曾在华为工作，2001年加入华为，从尼日利亚产品经理做起，历任华为 西非地区总裁、东北欧地区总裁，欧洲片区总裁、美洲片区总裁、监事会成员等职位。 5月13日，观察者网获悉，荣耀近期完成了对中国地区关键岗位的人员部署，其中涉及38个中国区关键 岗位主管，采用"重新竞聘上岗"的方式。另外，荣耀内部还新增了AI新产业部门，同时将AI相关研发工 作设定为一级研发部门。 这场被内部称为"雄鹰计划"的人员调整计划面向荣耀的国内外全体员工。知情人士透露，竞聘目前已经 完成，其中45%的岗位负责人有所调整，90后占比达到24%。 近段时间，荣耀终端人事变动频频发生。1月27日，荣耀内部公告多项人事调整，包括中国地区部总裁 职位发生变动，倪嘉悦新任新商业模式拓展部总裁，王元琳接任中国地区部总裁职务。倪嘉悦在手机终 端领域有多年的工作经验，曾任华为终端中国区副总裁。而王元琳此前为荣耀终端有限公司的海外渠道 部长，在入 ...

2025.05. 13 这场被内部称为"雄鹰计划"的人员调整计划面向荣耀的国内外全体员工。上述知情人士透露，竞聘目 前已经完成，其中45%的岗位负责人有所调整，90后占比达到24%。 此外，记者了解到，荣耀内部新增AI新产业部门，同时将AI相关研发工作设定为一级研发部门，而 在两个月前，荣耀曾宣布将在未来五年投入超过100亿美元建设AI终端生态。 中国区关键岗位重新"竞聘" 今年1月，荣耀官宣换帅，由李健任荣耀CEO。根据公开资料显示，李健于2021年加入荣耀，曾任副 董事长、董事等职务，并长期担任人力资源部总裁和荣耀管理团队核心成员。 "核心管理队伍稳定后，公司内部开始对中国区关键岗位进行重新部署，一方面中国区是荣耀实现全 球布局的大本营，另一方面竞争最为激烈的市场需要更灵活的组织架构来应对。"上述知情人士对记 者表示，在上任的三个多月里，李健启动"雄鹰计划"，这一计划主要面向中国地区部的关键岗位，进 行人员调整。 "38个岗位更换了17个，里面既有荣耀的老将，也有很多年轻人，从竞聘者的年龄层看，接近一半是 90后，最小的27岁。"荣耀的一名内部员工对记者表示，整个竞聘过程内部进行了全程直播，不管是 海外体 ...

Group 1 - The core viewpoint of the article revolves around the organizational restructuring and strategic adjustments at Honor following the appointment of a new CEO, Li Jian, in January 2023 [1][3] - Honor has implemented a personnel adjustment plan called the "Eagle Plan," which involved a competitive reappointment process for 38 key positions in the China region, resulting in 45% of the position holders being changed, with 24% of them being born in the 1990s [2][3] - The company has established a new AI industry department and designated AI-related research and development as a primary focus, with plans to invest over $10 billion in building an AI terminal ecosystem over the next five years [2][7] Group 2 - Honor's market share in the Chinese smartphone market was 15% last year, ranking fifth, which represents a decline of 1 percentage point compared to 2023, with an annual growth rate of -3% [4] - Following a series of financing rounds, Honor's shareholder base has expanded to 23, including various investment institutions, indicating a critical period for market development [5] - In Q1 2024, Honor's sales rebounded, with new products like Power and GT Pro contributing to its return to the top three in the Chinese smartphone market for the first time since Q2 2024 [5][6] Group 3 - Honor's strategy includes a significant shift towards AI, with an annual investment of approximately 15 billion RMB in AI, marking one of the largest commitments among smartphone manufacturers [7] - The company aims to transition from a smartphone manufacturer to a global AI terminal ecosystem company, emphasizing the need to embrace the AI era and collaborate with internet and AI enterprises [7] - Honor's overseas sales accounted for over 50% of its total sales by the end of last year, with a notable 283% growth in market share in the African market year-on-year [8]

以展为桥、链接全球。深圳全力支持企业稳订单拓市场，加快布局多元化国际市场。记者5月7日从深圳 市商务局获悉，仅前4个月，市区共助力近4000家企业赴境外参加了65场国际知名展会，在众多国际顶 级大展上向全球展示深圳创新"硬核力"。预计今年全年将支持逾万家企业参加300多场境外展会，全面 提升全球市场"含深度"。 多元布局出海"新赛道" 今年以来，深圳紧跟新形势、新需求，加快构建市区协同、分类施策的境外参展支持政策体系，鼓励企 业开拓多元化国际市场。 为积极吸引全球客商前来投资，深圳积极借助展会平台，链接全球资源。4月举办的环球资源春季香港 采购交易会，共有1035家深圳企业参展，深圳市展团展览面积19026平方米。不少深圳企业在展会上展 示了优质产品。交易会现场，宝安区商务局还精心策划了一场投资宝安交流活动，全面展示了宝安区的 产业优势和优质营商环境，吸引了全球客商的目光。 为了应对国际贸易形势的不确定性，深圳不少企业充分发挥"一带一路"的优势，把目光放到广阔的东南 亚市场，积极寻求新机遇，多元布局出海"新赛道"。 深圳智造闪耀全球 赴境外参展是企业了解国际市场和行业动态，拓展国际市场、开展国际化经营的重要方 ...