Core Viewpoint - Huawei's Mate80 series was launched with significant price reductions compared to the previous generation, influenced by past pricing missteps and competitive pressures from Apple [1][2][3] Pricing Strategy - The starting price of the Mate80 standard version is 4699 yuan, which is a reduction of 800 yuan from the Mate70; the Pro and Pro Max versions also saw a price drop of 500 yuan each [2] - The price cuts are a strategic response to the poor sales performance of the Pura80, which had to be discounted shortly after launch due to consumer dissatisfaction with its initial pricing [2][3] - Huawei's pricing strategy aims to capture a larger market share amidst rising competition, particularly from the iPhone 17 series, which has seen significant sales growth [3][5] Market Competition - The iPhone 17 series has achieved remarkable sales, with initial sales in China nearly double that of the iPhone 16, leading to increased market pressure on Huawei [3] - Apple's strategy of maintaining prices while enhancing specifications has effectively attracted consumers, further challenging Huawei's market position [3] Product Performance - The Mate80 series is crucial for Huawei, especially following the success of the Mate60, which sold over 14 million units [5] - The Mate80 Pro models maintain their price points while increasing RAM from 12GB to 16GB, indicating a focus on high-performance offerings [5] Operating System Impact - The performance of Huawei's HarmonyOS has affected consumer purchasing decisions, with early adopters of the Pura80 experiencing issues that led to higher return rates [6][8] - Users have expressed concerns about software compatibility and functionality, particularly with popular applications, which has contributed to hesitance in adopting new models [6][8] - Despite these challenges, there are signs of improvement in HarmonyOS, with updates enhancing user experience and security [8][9]

Core Viewpoint - Huawei's Mate 80 series and the new Mate X7 foldable phone are set to launch on November 25, featuring HarmonyOS 6 and new Kirin chips, highlighting the rapid development of the HarmonyOS ecosystem and its impact on user experience [1] Group 1: HarmonyOS 6 Features - HarmonyOS 6 has shown significant improvements in daily application performance, meeting user needs effectively [1] - The HarmonyOS version of WeChat has evolved from basic functionalities to a comprehensive platform capable of handling social, office, and payment tasks seamlessly [1] - Key features of HarmonyOS WeChat include direct call answering from a pop-up, simultaneous voice message playback during calls, and a chat window function for multitasking [2] Group 2: Application Ecosystem - Other applications like Xiaohongshu, Weibo, JD.com, and Quark are also rapidly iterating and maturing on HarmonyOS, offering unique features such as location-based note access and high-precision AR functionalities [3] - The development of HarmonyOS has seen over 23 million devices running HarmonyOS 5, with HarmonyOS 6 now in public testing on over 90 device models [3] Group 3: Upcoming Launch and Expectations - The upcoming Huawei terminal product launch on November 25 is anticipated to reveal more information regarding HarmonyOS and Kirin chips, generating significant market interest [3]