Apple unveiling its thinnest uh iPhone ever. The iPhone 17 company also introduced new watches and AirPods at yesterday's event. Joining us now is Richard Kramer uh a re research founder and senior analyst.Good morning. Good to see you, Richard. Morning.Have you held one of these. I have not. You haven't seen it yet.Is it I mean so many times we've we've said wow this isn't enough to do anything for Apple and it it always seems to incrementally uh I don't know help the company help the stock although maybe ...

Group 1: Apple in the Chinese Market - Apple is facing challenges in the Chinese market due to the lack of a local AI model partner, which is crucial for enhancing its AI capabilities [1][2][4] - The Greater China business segment of Apple grew by 4% according to the last quarterly report, indicating a stable fan base, but growth may be limited without AI advancements [2] - Competing Chinese brands like Huawei and Xiaomi have developed larger ecosystems that integrate smartphones with other smart devices, making it difficult for Apple to compete effectively [4] Group 2: AI Competition in China - There were rumors earlier this year about a potential partnership between Apple and Alibaba for AI model development, but no significant product developments have emerged from this [3] - The recent release of Deep Seek's new model has sparked interest in the Chinese stock market, indicating a shift towards software-led AI development in China [5][6] - Companies like Camrycon and others have experienced significant stock price increases following the announcement related to Deep Seek, highlighting a structural shift in the AI race towards software solutions [6][7]

Core Viewpoint - TECNO and DXOMARK have launched the world's first fully automated imaging laboratory in Chongqing, setting a new scientific benchmark for smartphone imaging through advanced automation technology [1] Group 1: Company Collaboration - The TECNO DXOMARK Joint Imaging Laboratory integrates DXOMARK Camera V6's advanced automated testing solutions [1] - This collaboration aims to elevate smartphone imaging innovation and performance to new heights by combining scientific expertise with advanced laboratory capabilities [1] Group 2: Technological Impact - The automated technology accelerates the global transition towards more inclusive, precise, and standardized photography technology [1] - The implementation of Camera V6 standards in this laboratory is expected to fundamentally change the objective assessment of imaging quality [1] Group 3: Innovation Acceleration - The partnership significantly speeds up TECNO's innovation process, providing users with a more authentic and inclusive experience [1]

Market Trends & Dynamics - Foldable smartphones are gaining traction, with Samsung's Galaxy Z Fold and Flip series breaking preorder records, indicating growing consumer interest in the foldable form factor [2] - The foldable phone market, while still niche, is evolving, with more brands entering the space, including Google, Motorola, Huawei, and Xiaomi, and Apple reportedly planning to join in 2026 [3][4][5] - Foldable smartphones currently account for less than 2% of global smartphone shipments in 2024, highlighting their limited market share compared to traditional smartphones [12] Technological Advancements & Challenges - Early foldable phones faced durability issues, particularly with screen creases and hinge design, but recent models have made significant improvements in these areas [9][10][11] - Samsung's latest foldable phones have reduced thickness and improved battery life, addressing previous concerns and bringing them closer to flagship phone standards [11][12] - Apple's potential entry into the foldable market is contingent on solving durability and usability challenges, aiming for a user experience-focused approach [15][16] Pricing & Accessibility - The high price of foldable phones, ranging from $1500 to $2000, remains a barrier to mass adoption, positioning them as a niche product in the premium smartphone market [12][13] - Samsung is starting to lower prices, with models like the Flip seven launching under $1000, suggesting a trend towards more accessible pricing as the technology matures [24][25] - Industry anticipates that for foldable phones to become mainstream, the price premium needs to be in the 10-20% range relative to a normal phone [23] AI & User Experience - Samsung and Google are positioning foldables as AI-first devices, leveraging the larger screen for enhanced multitasking, immersive tools, and content creation [19][20] - The larger screen of foldable phones facilitates AI-driven use cases, enhancing productivity and creativity by reducing friction in phone usage [20][21]

2025 年 9 月 3 日，权威市场研究机构 Counterpoint Research 最新数据显示，2025 年第二季度全球折叠 屏智能手机出货量同比激增 45%，实现显著复苏。这一增长态势的背后，中国市场的持续稳健表现与 美国市场的爆发式增长功不可没，而联想旗下摩托罗拉品牌凭借其最新的 Razr 60 系列翻盖手机，成为 推动这一增长的核心力量，尤其是在美国市场。 在中国市场，尽管整体保持强劲，华为凭借其超高端的 Mate X6 折叠屏手机（占该季度华为折叠屏出 货量的三分之一以上）引领市场，但摩托罗拉的全球影响力同样不容忽视。尤其是在美国市场，价格因 素成为关键驱动力，摩托罗拉的表现尤为亮眼。其 Razr 系列基础款零售价仅为 699 美元，成为美国市 场上性价比最高的折叠屏手机，且至今未有竞争对手能接近这一价格带。这一策略大获成功，推动美国 折叠屏手机出货量达到历史同期最高水平。 图为2024年第二季度与2025年第二季度全球可折叠智能手机出货量 从全球市场份额来看，2025 年第二季度的格局发生了显著变化。2024 年第二季度，三星以 45% 的份额 位居榜首，华为占 32%，摩托罗拉仅为 14 ...

凤凰网科技讯 9月4日，红魔游戏手机产品总经理姜超"正式爆料"红魔 11手机，称这次新品进行了全面 升级，包括新产品支持防水、散热"黑科技"、旗舰芯片、超大电池、行业全新的全面屏等。 此前有爆料称，红魔11的风扇将迎来升级，同时整机支持IP68，是行业首个带风扇还支持防尘防水的手 机。作为参考，红魔游戏手机10系列于去年11月推出Pro及Pro+两款机型，后于今年4月推出一款Air机 型。 ...

快科技9月2日消息，微博话题"安卓换iPhone后的尴尬瞬间"冲上热搜榜，引发热议。 有博主分享了安卓换iPhone后的尴尬瞬间，第一个区别是安卓上划即可进入桌面，而iPhone需要从底部 滑动才能进入桌面；第二个区别是截屏，安卓支持三指下滑截屏，而iPhone需要同时按住音量+键和电 源键才能截屏，且不支持长截屏。 【本文结束】如需转载请务必注明出处：快科技 责任编辑：振亭 第三个区别是安卓通常长按电源键就能呼出关机界面，而iPhone则需要同时按住电源键和音量键才会出 现关机滑块。另外，安卓通常支持侧滑返回，iPhone则不支持。 综上所述，安卓用户转用iPhone后常见的尴尬瞬间主要源于操作逻辑差异和功能的缺失。有网友表示， 安卓和iPhone各有各的特色，不管使用什么手机系统，适合自己的才是最好的。 ...

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 ...

Core Insights - Honor's new foldable flagship Magic V5 was launched in London, featuring the world's first on-device voice large model for efficient AI call translation, marking a new offensive in the European high-end market [1][10] - Honor is leveraging foldable screen products to establish competitiveness in the global high-end market, with a projected 377% year-on-year sales growth in the European foldable screen market in 2024, increasing its market share to 34%, second only to Samsung [2] - The success in Europe reflects not only product breakthroughs but also the strategic logic and execution capabilities of Chinese brands in the global high-tech market [4] Market Strategy - Honor's strategy in the high-end foldable screen market is based on technological innovation and differentiated design rather than price competition, directly challenging existing market structures [8] - The European high-end foldable screen market has been dominated by Samsung's Galaxy Z series, which has established a strong brand recognition and service system [6][7] - Honor's approach combines foldable screens with AI technology to create new value spaces in niche scenarios, shifting consumer focus towards innovation and experience rather than brand history or price [13] Product Features - The domestic version of Honor Magic V5 is recognized for its lightweight design and high performance, being referred to as a "PC that fits in your pocket," making AI terminals a reality [9] - The overseas version of Magic V5 features the world's first on-device voice large model, enabling offline AI call translation, enhancing cross-language communication [10][15] - The innovative features of Magic V5 cater to the extreme demands of European high-end users for portability, durability, and user experience [11] Global Expansion - Honor's strategic breakthrough in the European market is part of a broader global strategy, with significant growth in Southeast Asia and the Middle East, where smartphone shipments increased by 121% and 95% year-on-year, respectively [3][18] - The company's multi-market strategy allows for risk diversification and enhances long-term growth potential, with different regions serving distinct strategic functions [20] Brand Positioning - Honor's brand narrative has shifted from "Made in China" to "Innovation from China," emphasizing its technological advancements and unique value propositions [5][34] - The integration of foldable screens and AI capabilities not only enhances user experience but also drives hardware, software, and service innovation, forming a comprehensive competitive advantage [30][29] - Honor's marketing strategy includes leveraging social media, local KOL partnerships, and community operations to convey its brand story, enhancing international recognition [24][25] Future Outlook - As foldable screen technology matures and AI integration continues, Honor has significant expansion opportunities in the European and global high-end markets [26] - The company plans to deepen user engagement, expand experience store coverage, and continuously innovate while adjusting product offerings to meet regional market demands [27] - Honor's comprehensive strategy demonstrates that sustainable internationalization involves creating unique value through technology, user experience, and academic validation, rather than relying solely on product exports [35]