Core Viewpoint - Huawei officially launched the Pura 80 series smartphones, which feature the HarmonyOS 5.1 operating system and enhanced AI visual recognition capabilities [1][2]. Product Launch - The Pura 80 series includes three models: Pura 80 Pro starting at 6499 yuan, Pura 80 Pro+ starting at 7999 yuan, and Pura 80 Ultra starting at 9999 yuan, with the standard Pura 80 set to launch in July [2]. - The Pura series represents a significant upgrade from the previous P series, with a focus on design and imaging capabilities, and the launch was delayed to June 2025 [2]. Market Impact - The introduction of AI smartphones is expected to stimulate demand for high-end smartphones, potentially increasing the average selling price (ASP) of smartphones [3]. - Counterpoint data indicates that the sales share of high-end smartphones priced at $600 and above in China is projected to rise to 28% of the overall market by 2024, with Huawei's market share in this segment increasing to 29% [3]. R&D Investment - Huawei's R&D expenditure reached approximately 1797 billion yuan in the past year, with 600 billion yuan allocated to basic research and 1200 billion yuan to product development, representing over 20.8% of its revenue [4]. - The company employs around 113,000 R&D staff, accounting for 54.1% of its total workforce, ensuring continuous product innovation and user experience enhancement [5]. Operating System Development - Huawei has been developing its operating system for over a decade, with the HarmonyOS officially launched in 2019, marking the introduction of the world's first all-scenario operating system [5]. - The HarmonyOS 6.0 upgrade is planned for October-November 2025, with expectations for the system to capture 3% of the total smartphone market share in China by 2025 [5].

Core Viewpoint - Huawei has launched its first HarmonyOS-based PCs, including the MateBook Fold, MateBook Pro, and the commercial MateBook HM940, marking a significant step in expanding the HarmonyOS ecosystem beyond mobile devices [1][3]. Group 1: Product Launch and Features - The MateBook Fold is priced starting at 23,999 yuan, the MateBook Pro at 7,999 yuan, while the price for the HM940 has not been disclosed [1]. - The MateBook Fold features an 18-inch display when fully opened, weighs 1.16 kg, and has a thickness of 7.3 mm when unfolded [5]. - The MateBook Pro weighs 970 g and has a thickness of 13.5 mm, showcasing a lightweight design [5]. - The HM940 is tailored for commercial use, focusing on security and includes features like real-time transcription and summarization for meetings [5]. Group 2: Development and Ecosystem - The development of HarmonyOS for PCs involved over five years of work by thousands of engineers across more than 20 research institutes [3]. - HarmonyOS aims to unify the user experience across devices, allowing seamless interaction between Huawei smartphones, tablets, and PCs [3]. - The new PCs have achieved compatibility with over 1,100 peripheral devices and have adapted more than 150 dedicated applications for various use cases [6]. Group 3: Market Position and Challenges - As of April 2025, Windows holds a market share of 71.06%, while macOS and Linux hold 15.64% and 4.27% respectively, indicating a challenging environment for HarmonyOS as a new entrant [7]. - The company aims to reach a target of 100,000 applications in the HarmonyOS ecosystem by 2025 to meet consumer demands [8]. - The upcoming sales of the new PCs will coincide with the traditional peak season for consumer electronics, which will be crucial for their market performance [8].