Core Viewpoint - Honor is positioning itself as a leader in the AI terminal ecosystem, leveraging its new product, Honor Magic V5, to accelerate the implementation of its "Alpha Strategy" focused on AI integration and user experience [1][2][10] Group 1: AI Strategy and Product Development - The launch of Honor Magic V5 marks a significant step in the integration of AI with foldable technology, setting new industry standards [1] - Honor's CEO, Li Jian, emphasizes a shift in AI competition from model performance to practical implementation capabilities, highlighting the importance of solving real-world problems [3][4] - The Magic V5 incorporates advanced AI technologies, including a full-stack personal knowledge base and multi-intelligent collaboration, enhancing user productivity [3][4] Group 2: Three Structural Transformations in AI - Li Jian outlines three key transformations in AI: the focus shifting from model capability to implementation ability, the value positioning evolving from tool efficiency to result closure, and the product form transitioning from cloud computing to personal presence [3][4] - The YOYO intelligent agent on the Magic V5 can generate travel plans and connect various service chains, demonstrating the AI's ability to manage end-to-end processes [4] Group 3: The "Clover" Strategy - Honor's "Clover Strategy" addresses the pain points of AI implementation through three types of closed loops: scene, performance, and trust [5] - The strategy aims to enhance user experience by breaking down data, service, and device silos, ensuring that AI technology is not only usable but also desirable and habitual for users [5] Group 4: Ecosystem Collaboration - The "Steering Wheel Model" proposed by Li Jian illustrates Honor's vision of being the "ecological trunk," connecting various resources to foster collaboration among AI model companies, operators, terminal manufacturers, and internet platforms [7][8] - Honor emphasizes the need for a collaborative ecosystem to drive AI terminal development, integrating contributions from multiple stakeholders [7][8] Group 5: Open Ecosystem and Interoperability - Honor's commitment to an open ecosystem is reflected in its partnerships with industry giants like Alibaba, BYD, and Midea, aiming to create a comprehensive AI service network [8][9] - The introduction of the MagicRing enables file transfer and collaboration across different operating systems, showcasing Honor's dedication to breaking down industry barriers [9] Group 6: Strategic Deployment and Future Outlook - Honor's AI strategy has moved beyond theoretical frameworks to practical deployment, focusing on building AI capabilities while prioritizing user-centric design [10] - The company aims to activate millions of devices and integrate over 100 hardware categories into its AI Connect platform by the end of the year, maximizing ecosystem growth [9][10]

Core Viewpoint - Honor is set to unveil its new AI folding flagship, Honor Magic V5, on July 2, positioning it as the industry's strongest AI smartphone with innovative features in AI interaction and performance enhancement [1]. Group 1: AI Technology and Features - The Honor Magic V5 will utilize a new AI interaction method, transforming user expectations from passive responses to proactive services, enhancing the overall user experience [2]. - The device will leverage its dual-screen capabilities to enable unprecedented human-AI collaboration, allowing users to perform tasks simultaneously on both screens [2]. Group 2: Strategic Development and Ecosystem - Honor has been advancing its AI technology since the launch of the first Magic series in 2016, with the Magic V5 being a key component of its AI ecosystem strategy [3]. - The Honor Alpha strategy aims to integrate AI across various devices, including laptops, tablets, and wearables, with the Magic Pad 3 being a notable example of this integration [3]. - The upcoming launch of the Magic V5 is expected to redefine the value system of "foldable smart devices," marking a significant shift from passive to active service in smart terminals [3].

Core Insights - Honor is launching the "Global Million Eagles Plan" to recruit and cultivate AI talent, marking a significant move into the AI and robotics sectors [1][3] - The company plans to invest $10 billion (approximately 72 billion RMB) over the next five years to build a comprehensive AI ecosystem [1][3] - Honor's strategic transformation is crucial as it faces increasing competition from Huawei, Apple, and other rivals, with a decline in its domestic market share [3][4] Talent Acquisition and Strategy - The "Global Million Eagles Plan" aims to recruit 10 top technical leaders, 100 sales elites, 1,000 outstanding graduates from global universities, and 10,000 user experience officers [9] - Honor's internal restructuring includes the establishment of five new departments focused on AI and innovation, indicating a shift towards becoming an AI-centric company [4][5] - The company recognizes the critical shortage of AI talent, with a projected demand for 6 million AI professionals in China by 2030, and a talent gap potentially reaching 4 million [7][9] Organizational Changes - Honor's CEO emphasizes the need for a cognitive shift to adapt to the AI era, highlighting the importance of organizational renewal to support its strategic goals [3][5] - The company has introduced a "433 formation" strategy, focusing on cognitive elevation, capability enhancement, and three main transformation lines: technology, industry, and ecosystem [5][10] - Honor's approach to talent integration and cultural alignment is crucial for leveraging the diverse backgrounds of newly recruited talent [9][10] Market Position and Future Outlook - Honor aims to strengthen its position in the AI market by combining edge AI with platform-level AI to enhance existing mobile experiences and explore new industries like robotics [4][10] - The company has seen significant growth in markets like Southeast Asia and the Middle East, indicating successful local management strategies [9] - Honor's commitment to an open ecosystem and collaboration with partners is essential for its long-term success in the AI landscape [10]

Core Viewpoint - The article discusses Honor's Alpha strategy, which aims to invest over $10 billion in the next five years to build an open, co-creative, and shared AI terminal ecosystem with global partners [2][19]. Group 1: Transition to AI Terminal Ecosystem - Honor is transitioning from a smartphone manufacturer to a leading global AI terminal ecosystem company to bridge the gap between AI technology and human needs [4][19]. - The strategy emphasizes the importance of practical applications of AI, focusing on enhancing user efficiency rather than just technological advancements [3][5]. Group 2: Collaborative Approach - Honor's Alpha strategy involves collaboration with major tech companies like Microsoft, Qualcomm, Google, Alibaba, and ByteDance to reshape smartphones and improve human-computer interaction [8][10]. - The company aims to leverage the strengths of various partners to maximize capabilities and create innovative solutions that a single company cannot achieve alone [9][11]. Group 3: Open Ecosystem - Unlike traditional closed ecosystems, Honor promotes an open, co-creative model that allows various industries, including automotive and robotics, to benefit from its platform [12][14]. - This approach encourages mutual growth and innovation, enabling all partners to thrive within the ecosystem [16][18]. Group 4: Vision for the Future - The ultimate goal of Honor's Alpha strategy is to unlock human potential by alleviating mundane tasks through AI, allowing individuals to focus on more creative and fulfilling activities [21][23]. - The strategy is positioned to create significant commercial potential and ambitious returns by integrating AI capabilities across multiple industries [23].