根据Canalys（现并入Omdia）最新数据，2025年第二季度欧洲智能手机市场出货量同比下降9%，整体环境面临挑战。在此背景 下，荣耀逆势实现11%的同比增长，以90万部的出货量稳居市场前五，展现出强劲的品牌韧性与市场竞争力。 荣耀的逆势表现，源于对技术创新的坚持与用户需求的深度洞察。据悉，8月28日，荣耀Magic V5海外版正式在欧洲上市，这款 旗舰产品将搭载离线、实时翻译功能，为跨语言沟通场景提供便捷支持；而该功能的核心技术已获国际权威认可——近日，荣 耀联合上海交通大学完成的相关端侧AI语音研究论文，已在国际语音顶会INTERSPEECH上发表，印证了其技术的前沿性。 在阿尔法战略引领下，荣耀长期深耕端侧AI领域，面对全球智能手机市场的机遇与挑战，荣耀凭借对用户需求的深刻洞察与持 续的技术投入，逐步建立起差异化的全球竞争力。此次荣耀Magic V5海外上市与技术成果的落地，正是荣耀将学术与技术研究 转化为用户体验的又一实践，也为其在海外市场的持续发展奠定基础。未来，荣耀将继续以技术创新为驱动，为全球消费者带 来更优质的智能终端体验。 | 欧洲地区（不含俄罗斯）智能手机出货量和年增长率 | | | ...

瑞财经 吴文婷8月29日，华为发布2025年半年度报告。 | 项目 | 2025年1-6月 | 2024年1-6月 | | --- | --- | --- | | 营业收入 | 427,039,035 | 410,823,227 | | 减:营业成本 | 224,332,314 | 205,179,824 | | 税金及购加 | 2,948,775 | 3,125,464 | | 销售费用 | 39,376,170 | 35,445,167 | | 管理费用 | 24,202,549 | 22,500,129 | | 研发费用 | 96,950,479 | 88,908,546 | | 财务费用 | 2,739,050 | 1,604,618 | | 其中:利息费用 | 4,036,369 | 6,804,611 | | 利息收入 | 1,761,131 | 4,338,965 | | 加:真他收益 | 12,709,289 | 10,684,916 | | 投资收益(损失以负数填列) | 1,434,028 | 141,239 | | 其中:对联营企业和合营企业的投资收益 | (148,387) | (32 ...

作者：周源/华尔街见闻 8月28日，荣耀新一代折叠旗舰Magic V5在伦敦发布，同时海外版荣耀Magic V5搭载全球首个端侧语音大模型，支持更高效准确的AI通话翻译新体验。 这是荣耀在欧洲高端细分市场发起"折叠攻略"的新一轮攻击。 荣耀正在以折叠屏产品为突破口，在全球高端市场建立竞争力。 据Counterpoint在8月28日发布的报告显示，荣耀凭Magic V系列的产品力，在2024年的欧洲折叠屏市场实现销量同比增长377%，市场份额翻了三倍至34%， 仅次于三星。 荣耀在欧洲市场，以折叠屏手机为主要攻击手段，战果辉煌；在全球其他地区，荣耀战局呈"多点开花"特征。 另据8月13日Canalys发布的数据显示，2025年第二季度，荣耀在东南亚智能手机市场出货量同比大增121%，季度出货量首次突破100万台；同期荣耀在中东 （不含土耳其）市场出货量也超百万台（130万），同比增幅达95%。 这些战果，不仅是荣耀在产品层面取得的突破，更体现出中国品牌在全球高端科技市场逐步形成的战略逻辑与执行能力。 此次在伦敦发布的海外版荣耀Magic V5，结合了折叠屏与AI技术，为高端用户提供了差异化体验，也让荣耀的品牌叙 ...

如果说近几年智能手机的发展有一个大趋势，那一定是"越来越大"。6.7英寸、6.9英寸大屏，已经快要把口袋撑爆。可偏偏，小米数字系列，像个特立独行 的少年，小米14用一块6.36英寸的直屏告诉大家：小屏旗舰，依然值得被认真对待。 这一点很重要。毕竟小屏用户通常对"手感"要求更高，而手感好就意味着机身小，机身小理论上电池就小。但小米14几乎把这两个矛盾调和了：既保证了轻 巧手感，又给了不俗的续航和回血速度。这才是"工程上的良心活"。 在这个满街"巨屏"的时代，拿起小米14会有一种奇怪的亲切感。188g~193g的重量，单手操作完全无压力。要知道，现在的旗舰机动辄210g以上，拿久了手 指都酸。小米14却可以轻松做到一只手刷新闻、打字甚至拍照，不需要再找个支撑点。 在性能上，小米14搭载骁龙8Gen3配合LPDDR5X与UFS 4.0。当然，现在新款处理器骁龙8至尊版上市了，导致骁龙8Gen3的价值没有那么高了，不过它的性 能是不容小觑的，玩大型负载游戏压力不大。 影像是小米14的另一大看点。5000万像素主摄搭配徕卡调校，画面质感在线。尤其是长焦镜头，75mm浮动长焦既能拍远景，也能来点"文艺微距"，日常记 录非 ...

Core Insights - The smartphone shipment volume in the Middle East and Africa is projected to grow by 3% year-on-year in Q2 2025, marking the second consecutive quarter of growth driven by Eid al-Adha sales, regional economic improvement, and stronger consumer purchasing power supported by local currency [1][2] Industry Overview - The average selling price (ASP) of smartphones in the region increased by 7% year-on-year, indicating a shift towards higher-end models among consumers [2] - The market is experiencing accelerated consolidation, with smaller brands facing pressure while leading players strengthen their positions through differentiated products, ecosystem partnerships, and broader offline coverage [2] Market Trends - Demand is diversifying across different price segments, with the entry-level segment (under $100) expanding further and maintaining the largest market share due to increased supply, financing options, and the migration from feature phones to smartphones [2] - The $200–$299 price segment is losing market share to higher-priced models, which are experiencing the fastest growth [2] 5G Adoption - The penetration rate of 5G smartphones in the region reached 37% in Q2 2025, with strong demand for affordable 5G models under $100 from brands like TECNO, OPPO, and itel [7] - The $200–$599 price range also saw robust demand, accounting for 56% of the market share, driven by investments and economic initiatives in countries like South Africa, Egypt, and Kenya [7] Key Brand Performance - Transsion Group leads the market with a 26% share, primarily driven by TECNO, Infinix, and itel, with TECNO holding a 17% share due to effective marketing and strong distribution [10] - Samsung achieved a 1% year-on-year growth, benefiting from its A series and strategic partnerships, despite a significant reduction in its model offerings [10] - Xiaomi's shipment volume grew by 9%, but its reliance on low-cost models led to an 8% decline in ASP, indicating a cautious strategy amid aggressive competition [11] - Apple experienced a 28% year-on-year growth, supported by expanded channel penetration and strong demand for its iPhone 16e, particularly in the GCC market [11]

没错儿，当你点进这篇文章的时候，大概知道托尼要开始数落珠海小厂了。 但正文开始之前我想先叠个甲 —— 作为一个拥有过十几台魅族手机、做了若干次首发冤种、这次也预约了魅族 22 的铁杆魅友，我这会要不是实在忍不 住，真不想开喷。。。 | 自营 魅族京东自营旗舰店 > | | | | 自营 ■ 魅族京东自营旗舰店 > | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Meizu魅族 21 12GB+256GB ... | | | #3699 | | Meizu魅族 20 INFINITY无界 ... | | ¥6299 | | 数量×1,魅族白,12+256GB | | | | 18:30 | 数量×1. 太空银, 12GB+256GB | | | | 支持7天无理由退货 | | | | 支持7天无理由退货 | | | | | | | 卖了换钱 | 使用帮助 | 画 送朋友 | | 卖了换钱 加购物车 | | | 实付款 | 共减￥0.01 合计￥3698.99 > | | | 实付款 | | 共减¥1 合计¥6298 > | | | 天猫魅族 ...

折叠屏市场又陷入了热闹与停滞的拉扯。 它看起来足够热——8月21日晚7点，荣耀Magic V Flip2系列率先登场；仅隔不到16小时，8月22日早9点，小米集团总裁卢伟冰便紧接着官宣小米七夕款MIX Flip 2钻石限定版，将于当天10点正式开售。 两款定位相近、主打七夕消费场景的小折叠新机针尖对麦芒，挤在这短短不过半日的窗口期内先后亮相，显然互为直接竞品。再算上此前赛道第一名华为发 布的三折叠、阔折叠等形态，厂商们在折叠屏细分市场攻势之密集可见一斑。 可数据表明它又有些冷——IDC数据显示，2024年中国折叠屏出货量虽以917万台、同比增长30.8%的数据收官，但四季度250万台出货量却同比下跌9.6%， 结束了此前连续9个季度的高增态势；IDC分析指出，尽管折叠屏在轻薄、续航、影像、折痕等方面持续进步，但价格高企、质量参差和内部空间限制等先 天问题，已让其在场景拓展和人群渗透上难有突破，因此预判2025年将进入"小年"，厂商策略普遍转向保守。 2025年进程过半，折叠屏市场波动仍在：一季度出货284万台，同比增长53.1%，止住了上季度的下滑颓势；但好景不长，二季度出货量回落至221万台，同 比降幅扩大 ...

Core Argument - Elon Musk's companies xAI and X have filed a US antitrust lawsuit against Apple and OpenAI, alleging an illegal partnership aimed at stifling competition in the AI and smartphone markets [1][2]. Group 1: Lawsuit Details - The 61-page complaint, filed in Texas, accuses Apple and OpenAI of forming an exclusive deal that makes ChatGPT the only generative AI chatbot integrated into Apple's iPhone operating system, thereby blocking competitors like xAI's Grok [2]. - The lawsuit claims that Apple holds 65% of the US smartphone market, while OpenAI controls at least 80% of the generative AI chatbot market through ChatGPT [3]. - The partnership between Apple and OpenAI was announced in June 2024, allowing ChatGPT exclusive access to "billions of user prompts" from hundreds of millions of iPhone users [3]. Group 2: Allegations of Manipulation - The complaint alleges that Apple manipulated App Store rankings to favor ChatGPT and delayed updates to the Grok app [4]. - Musk's companies are seeking billions in damages and a permanent injunction against the alleged anticompetitive practices, along with a jury trial [4]. Group 3: Context and Background - The lawsuit follows a public feud between Musk and OpenAI CEO Sam Altman, with accusations of manipulation and dishonesty exchanged between the two [5][7]. - Musk founded xAI in 2023 to compete with OpenAI and other major AI players, which have invested heavily in AI since the launch of ChatGPT in late 2022 [8].

Core Argument - Elon Musk's X and xAI have filed a lawsuit against Apple and OpenAI, alleging collusion to suppress competition in the AI market [1] Group 1: Lawsuit Details - The lawsuit claims that Apple is attempting to protect its smartphone monopoly by collaborating with OpenAI, which is accused of being a monopolist in the generative AI chatbot market [1] - Musk's legal actions are part of ongoing disputes with OpenAI's CEO Sam Altman, including a previous attempt to block OpenAI's transition to a for-profit model and an unsolicited bid to acquire OpenAI for $97.4 billion [2] Group 2: Public Statements and Reactions - Musk has publicly accused OpenAI and Apple of creating an environment where no other AI company can compete effectively, stating that it is "impossible for any AI company besides OpenAI to reach 1 in the App Store" [3] - Sam Altman has responded to Musk's allegations, suggesting that Musk manipulates X to benefit his own interests while harming competitors [3] - OpenAI and Apple have not provided immediate comments regarding the lawsuit [4]

Core Argument - Elon Musk has filed an antitrust lawsuit against Apple and OpenAI, alleging illegal collusion to suppress competition from xAI and other AI rivals [1][2][4] Group 1: Allegations of Anticompetitive Behavior - The lawsuit claims that Apple and OpenAI have collaborated to maintain their monopolies and hinder competition from innovators like xAI [2] - Musk's legal team asserts that the actions of Apple and OpenAI have caused harm to consumers by limiting their access to alternative chatbots and smartphones, resulting in higher costs and reduced quality [5] Group 2: Financial Implications - The lawsuit seeks to recover billions in damages related to the alleged anticompetitive conduct of Apple and OpenAI [4] - Musk's allegations suggest that consumers could pay less for smartphones and access comparable or superior generative AI features if not for the defendants' misconduct [5] Group 3: Background Context - The lawsuit follows a history of conflict between Musk and OpenAI, with Musk previously accusing Apple of suppressing his apps at the behest of OpenAI [7][8] - Musk has publicly questioned Apple's App Store practices, highlighting the ranking of his apps compared to OpenAI's offerings [8]