Core Viewpoint - Honor has announced a strategic partnership with BYD, focusing on three main areas: core technology and functionality implementation, channel ecosystem and user rights, and joint communication and user engagement [1] Group 1: Core Technology and Functionality Implementation - The collaboration will advance the integration of cross-end ecosystems and AI intelligence, as well as iterate technologies in areas such as high-precision Bluetooth car keys [2] Group 2: Channel Ecosystem and User Rights - Leveraging Honor's automotive connectivity capabilities and BYD's smart ecosystem, the two companies will establish a channel cooperation model of "product co-display + data co-operation," achieving platform-level rights interconnectivity [3]

Group 1 - Tencent's App Treasure and Qualcomm (China) announced a joint research and development initiative focused on mobile application cross-end engine technology and edge AI application innovation [1] - The collaboration aims to provide customized application solutions for devices equipped with the Snapdragon X series computing platform, enhancing user experience and productivity tools [1] - The upgraded cross-end engine has been fully released for devices with the Snapdragon X series, covering over 1,000 popular apps across social entertainment, learning, office, and AI tools [1] Group 2 - The new Snapdragon X2 Elite computing platform integrates an 80 TOPS NPU, which supports Tencent's edge running capabilities of its mixed Yuan model [2] - The intelligent launch platform, unveiled at the conference, aims to revolutionize traditional file and application management by utilizing an "accompanying" AI design [2] - This design allows AI to better connect user needs with service scenarios, moving away from a "dialogue-based" interaction model [2]

Core Insights - Tencent's App Treasure has announced significant progress in building its cross-end ecosystem, with over 52,000 apps available on the PC platform and daily active users exceeding 10 million, leading to explosive growth in commercial advertising [1][2] - The company aims to enhance cross-end content and commercial pathways, leveraging AI capabilities to create greater value for users and developers [1][2] - The trend of cross-end integration is gaining momentum, with a notable increase in daily active applications on PC and average usage time [1] Group 1 - The PC version of App Treasure supports over 52,000 apps and 26,000 mini-games, achieving a hundredfold growth in application scale, with over 1,300 deeply adapted applications covering 70% of active users [2] - The 14-day retention rate for active users on Tencent's App Treasure PC platform has increased by 23% year-on-year, with an average daily usage time of 200 minutes [2] - The partnership with Microsoft and Intel signifies strategic collaborations to enhance the ecosystem [2] Group 2 - The commercial success of the PC cross-end ecosystem is highlighted by a 15-fold year-on-year increase in daily advertising expenditure and a 133% month-on-month increase in revenue for cross-end alliance partners [3] - The gaming experience on PC is enhanced due to the advantages of larger screens and keyboard-mouse compatibility, with PC usage time reaching three times that of mobile, and payment rates and ARPPU being double that of mobile [2]

Core Insights - Tencent's application store, Tencent App Treasure, has fully opened its cross-end ecosystem for PC, featuring over 52,000 apps and achieving over 10 million daily active users, leading to explosive growth in commercial advertising [1][3] - The PC version supports more than 52,000 apps and 26,000 mini-games, with a hundredfold increase in application scale, and over 1,300 deeply adapted applications covering 70% of active users [3][4] - The PC platform has seen a 23% year-on-year increase in 14-day user retention rate and an average daily usage time of 200 minutes [3][4] Commercialization and User Experience - The rapid growth of mini-game advertising on the PC platform includes new mobile applications and e-commerce ads, allowing users to directly jump to specific application pages from ads [3] - The gaming experience on PC is enhanced due to the larger screen and keyboard-mouse compatibility, with usage time on PC being three times that of mobile, and payment rates and ARPPU being double that of mobile [3][4] Future Developments - Tencent plans to continue expanding cross-end content and commercial channels, aiming to amplify user and commercial value through comprehensive marketing efforts [4] - The introduction of an AI sidebar assistant on the PC platform will provide tailored AI tool services for applications and games, addressing various user needs without switching between different applications [4] - Future AI initiatives include the launch of the "Xiao Bao AI Creative Workshop," enabling users to create executable workflows using various AI capabilities, thus lowering the barrier for creators [4] Exploration of New Scenarios - Tencent App Treasure is exploring additional terminal scenarios, including collaboration with Yingmu Technology for smart glasses and partnerships with automotive companies like Geely and Changan for in-car applications [5] - The company is also looking to expand into overseas markets in collaboration with ONEStore, South Korea's largest third-party app store [5]