Core Insights - Honor is transitioning from a smartphone manufacturer to an AI terminal ecosystem company, marking a significant phase in its strategy to make AI capabilities accessible to consumers [1][7] - The focus is on edge AI, which allows for immediate, secure, and accessible AI experiences without reliance on cloud computing [2][3] Edge AI Consumer Breakthrough - Honor identifies the bottleneck in AI adoption as the need for immediate and cost-effective access, leading to a strong emphasis on edge AI [2] - The concept of "seamless connection, invisible experience" is rooted in local AI capabilities, enhancing user privacy and reducing latency [2][3] Platform Empowerment - Honor upgraded its HONOR Connect platform to HONOR AI Connect, enabling modular and interface-based AI capabilities for ecosystem partners [4] - This "plug-and-play" model aims to empower the entire consumer hardware industry, facilitating rapid integration of AI features [4] Open Ecosystem - Honor's "1×3×N" ecosystem strategy emphasizes user co-creation, industry symbiosis, and ecological prosperity to drive the widespread adoption of edge AI [5] - The company has engaged over 35,000 developers globally and partnered with over 200 ecosystem partners to build a user-centric AI terminal ecosystem [6] Globalization of Chinese Technology Brands - Honor's approach to global competition in AI terminals is characterized by a focus on edge AI, an open platform, and user-centric scenarios, reflecting the maturity and confidence of the Chinese tech industry [7] - The company aims to establish a sustainable global brand competitive advantage through open co-creation and value sharing [7][8] Summary - Honor's practices signify a new era in the globalization of Chinese tech brands, evolving from product and channel export to ecosystem and standard export [8] - The proliferation of edge AI through Honor's ecosystem is a testament to the transformation of the Chinese tech industry from participant to leader in the global digital landscape [8]

Core Viewpoint - The 2025 Consumer Electronics Innovation Conference (CEIC 2025) in Shenzhen highlighted the theme of "New Electronics, New Experience, New Consumption," showcasing nearly 300 tech companies from 20 countries, including major brands like Honor and BYD [1] Group 1: AI and User Experience - Honor's Senior Vice President Guo Rui emphasized that AI will fundamentally reshape human-device interaction, focusing on "seamless connection and invisible experience" [2] - Honor aims to drive hardware and service ecosystem reconstruction through AI, enhancing user experience by making devices smarter and creating new service models that proactively respond to user behavior [2] - The company is committed to making AI technology accessible to consumers, bridging the gap between technological innovation and everyday needs, thus accelerating the penetration of edge AI in the consumer market [2] Group 2: New Connection and Ecosystem Strategy - Honor is upgrading its HONOR Connect platform to HONOR AI Connect, adding layers for atomic services and intelligent capabilities, allowing partners to integrate their products quickly [3] - The company introduced a 1x3xN ecosystem strategy, where "1" represents the HONOR AI Connect platform, "3" refers to the three types of empowerment for partners, and "N" indicates collaboration with multiple industry clusters [3] Group 3: Collaborative Model and Developer Support - Honor's new model is driven by three principles: "User Co-creation," "Industry Symbiosis," and "Ecosystem Prosperity," which includes initiatives like the "YOYO Wish Pool" for user feedback and the "Honor Far Sailing Plan" offering substantial incentives for developers [4] - The company has partnered with over 350,000 developers from more than 100 countries and regions, creating a user-centered AI terminal ecosystem [4] Group 4: Market Position and Future Plans - Honor announced its strategic shift from a smartphone manufacturer to a leading AI terminal ecosystem company at the World Mobile Communication Conference in March 2025 [5] - The company has received approval for its IPO, with funds aimed at key areas of AI research and development, marking a significant step towards becoming the first AI terminal ecosystem stock in the A-share market [6]