熟悉华为终端负责人余承东的朋友都知道，网友称其外号为"余大嘴"，毕竟华为技术太牛，客观介绍听 起来像是"吹牛"。有博主爆料，华为现在还是太低调了，华为Pura80 Ultra影像系统全面突破，发布会 上却没任何介绍，余承东"大嘴"变"小嘴"，而且友商跟进华为技术也不会影响专利。 博主数码闲聊站公布一条华为内部视频，内容是华为Pura80 Ultra影像资料，此前未在网上流传。 视频内容显示，华为Pura80 Ultra一英寸主摄为行业最强。这颗传感器支持F1.6~F4.0多档可变光圈，支 持多轴防抖，还采用华为独家RYYB像素排列。为了增强在暗光场景下的表现，华为经过多项软硬件升 级，实现行业最高16EV动态范围，这项技术只有华为能做到，友商未来也要用。 许多人说"华为收紧技术专利分享"，友商再也不会有什么创新，只要华为不同意分享，这些技术友商也 没法用。其实不然，很多技术不是友商"做不到"，只是"想不到"或想到不敢去"试错"。华为每年有上千 亿研发费用，其中很大一部分费用可以用来"试错"，研发方向对了就坚持用下去，方向错了就放弃。友 商研发投入可能只有华为的零头，不敢去"试错"不确定的方向，只有华为证明方向 ...

Apple (AAPL -0.22%) and Amazon (AMZN -1.42%) are two of the largest companies in the world and are both members of the "Magnificent Seven" group of stocks. Both companies have delivered excellent long-term returns for shareholders, but does either investment stand out as a better one to buy right now?Let's take a look at both companies and see which one is the best buy today. Both companies have relatively slow revenue growthAmazon and Apple aren't the pinnacle of growth for big tech. Each company has poste ...

相信有不少差友在买手机的时候，会趁着新一代的发布，直接抄底买上一代，认为这是 " 花小钱办大事 " 的终极省钱妙招。 毕竟旧手机在硬件参数和外围配置差不太多的同时，到手价基本都能打对折了，表面上看性价比拉满。 但实际情况可能真没有大家想得这么美好。 这也是托尼今天想跟各位聊的事情 —— 厂商们的 " OTA 阉割 "。也就是，明明硬件上支持的功能，但却因为各种原因，软件上不适配，就导致用户的实际体验并不好。 这里面，既有厂商们划分不同机型的定位，保证功能独占的主动 " 阉割 "；也有为了旧机型的稳定性，对系统功能做的刻意限制；更多的情况，则是安卓 阵营 " 机海战术 " 的后遗症，机型多更新慢。 要说最经典的案例，可能就是前几年十分流行的 " 谷歌相机 "：安卓厂商对于入门级千元机的相机优化不上心，基本上没有影像算法可言。用户就自己安 装魔改的谷歌相机，白嫖谷歌的 HDR+ 算法，最后让千元机的成像素质直接原地飙升。 还有就是在刚发布时，小米 12S 系列独占的徕卡联名，结果相机安装包泄露，非联名的小米机型也能有徕卡水印和徕卡专属影调。。。 但不管是上面的哪种情况，对于用户来说，结果都是一样的。 因为 " O ...

三星电子二季度利润预计暴跌56%，或创六个季度以来最低水平。 周二，三星电子发布二季度业绩指引，预计二季度销售额基本持平为74万亿韩元，营业利润同比下降56%至4.6万亿韩元（约合33亿美元）。 这一利润水平将创下六个季度来的新低，大幅低于LSEG SmartEstimate预测的下降39%至6.3万亿韩元。其中芯片业务成为主要拖累，库存价值调 整和贸易局势的不确定性直接削弱了盈利表现。 与此同时，三星在AI芯片领域的竞争劣势愈发显现。未能及时获得关键客户英伟达对其最新HBM3E芯片的认证，使三星错失AI热潮红利，而竞争 对手SK海力士和美光科技则在这一领域风生水起。 受此消息影响，三星股价周二下跌0.6%，而SK海力士股价上涨3.3%。今年以来，三星股价仅上涨15%，远逊于SK海力士约65%的涨幅。 公司明确表示，美国的贸易政策导致了芯片销售受阻，同时相关库存价值调整进一步侵蚀了利润。此外，非存储芯片业务也因利用率低和贸易政 策而出现亏损。 此外，尽管该公司最近开始向AMD和博通供应HBM3E芯片，但仍未能获得AI芯片巨头英伟达的性能认证。 相比之下，较小规模的竞争对手SK海力士和美光科技正享受着先进HBM ...

编辑 | 虞尔湖 出品 | 潮起网「于见专栏」 近日，中国证监会官网披露荣耀获深圳证监局上市辅导备案，辅导券商为中信证券，这标志着荣耀正式启动了A股上市进程。若成功上市，荣耀有望成为A 股首家AI终端生态企业。 作为一家在智能手机领域迅速崛起的品牌，荣耀的IPO备受市场关注。这不仅是荣耀自身发展的重要里程碑，也将对整个智能手机行业产生深远影响。 从品牌重塑到生态构建，荣耀的破局之路 2013年，荣耀品牌在智能手机行业的浪潮中应运而生。彼时，作为华为旗下的互联网手机品牌，荣耀精准锁定年轻消费群体，以高性价比的产品策略迅速切 入市场。 在智能手机普及初期，年轻用户对产品性能有一定要求，但预算相对有限，荣耀恰好抓住了这一市场痛点。 凭借华为在通信技术领域的深厚积累和强大的品牌影响力，荣耀得以站在巨人的肩膀上快速成长。 早期推出的荣耀6系列，凭借搭载华为自研的麒麟920芯片，在性能上实现了对同价位产品的超越，上市后迅速成为爆款，首销仅一小时销量便突破50万台。 随后的荣耀8系列，以独特的极光玻璃设计引领了手机外观设计的新潮流，将科技与美学完美融合，进一步巩固了其在年轻用户心中的地位。 据第三方数据机构统计，2019年 ...

Group 1 - The core viewpoint of the article revolves around Honor's transition under new leadership, focusing on the need for a significant move to shift from mere survival to growth in the competitive smartphone market [1][2][4] - Honor's recent product launches, including the Magic V5 and the 400 series, are seen as crucial steps to stabilize its market position and regain momentum after a challenging period [2][4][5] - The 400 series has shown impressive market feedback, with a 195% year-on-year increase in first sales and over one million activations within a month, indicating a successful re-engagement with the mid-range market [5][7] Group 2 - The article highlights the importance of the foldable screen flagship, Magic V5, as a critical product for Honor to establish its high-end image, despite the current challenges in the foldable market [9][10][11] - Honor's strategy involves leveraging the foldable screen to create a narrative of high-end positioning, while also addressing the need for tangible sales data to support its upcoming IPO [10][14] - The company is currently in the second phase of its IPO process, with expectations to enhance its valuation through a focus on AI, overseas markets, and high-end products [14][15][16] Group 3 - The article emphasizes that while the 400 series addresses immediate sales concerns, the foldable series is aimed at brand positioning, and future products like the Magic 8 series will target high-end market share [13] - Honor's future success hinges on creating a cohesive narrative that integrates AI, international growth, and high-end branding into a self-sustaining ecosystem [15][16] - The company must prove that its AI initiatives are not just ambitious ideas but can translate into real market value and consumer acceptance [16]

Group 1: Industry Overview - The foldable smartphone market is seen as a test for manufacturers' material science capabilities, user experience insights, and future design imagination [1] - Apple's recent acceleration in foldable screen development has heightened competition in the market, with the foldable iPhone expected to begin production by late Q3 or early Q4 2025 [1] - Existing players, such as Honor, welcome Apple's entry, believing it will stimulate consumer interest and enhance the overall market experience [1] Group 2: Technological Advancements - The foldable screen technology is transitioning from the 1.0 era, which focused on basic issues like weight and battery life, to the 2.0 era, emphasizing innovative use cases and productivity [3] - Honor's Magic V5 is positioned as an "AI PC-level productivity tool," featuring an AI assistant that enhances user experience through various applications [3][4] - The Magic V5 boasts a thickness of 8.8mm and weight of 217g, incorporating a high-density battery with an energy density of 901Wh/L, marking a significant advancement in battery technology [5][6] Group 3: Market Positioning and Strategy - Honor emphasizes a dual-driven approach to product development, focusing on consumer needs and continuous technological innovation [6][9] - The company aims to break the "impossible triangle" of lightweight design, battery life, and performance, ensuring that users do not have to compromise on any aspect [6][9] - Honor's strategy includes a commitment to open ecosystems and partnerships with industry leaders to enhance AI integration and user experience [4][9] Group 4: Future Outlook - Honor's CEO expressed confidence in the Magic V5's market performance, anticipating strong sales in Europe and globally, following the success of previous models [8][9] - The company is in the process of preparing for an IPO, which is expected to further bolster its market position [8] - Honor aims to redefine the foldable smartphone segment and enhance user creativity and productivity through innovative technology [9]

Core Viewpoint - Domestic smartphone brands are collectively targeting Apple's upcoming foldable phone, aiming to seize market share and establish a foothold before Apple's entry [1][4][10] Group 1: Market Dynamics - Xiaomi, vivo, and Honor launched their foldable phones within ten days, attempting to shift the perception of foldable devices from niche products to mainstream options [1][3] - The average price of Android foldable phones has decreased by 18% year-on-year, positioning them favorably against Apple's anticipated $2000 foldable phone [4][6] - Apple's market share in China is projected to decline from 19% in 2023 to 15% in 2024, with a significant drop in shipments and ranking [7][8] Group 2: Competitive Strategy - Domestic brands are focusing on breaking Apple's ecosystem barriers and promoting cross-ecosystem connectivity, which is seen as a weakness for Apple [3][11] - Vivo's X Fold5 exemplifies this strategy by enabling synchronization with Apple devices, showcasing a shift from hardware competition to software ecosystem integration [14][11] - The competitive landscape is shifting towards a focus on software and ecosystem advantages, with domestic brands aiming to attract Apple users through innovative features and services [10][11] Group 3: Supply Chain and Technology - Apple's reliance on Samsung for OLED panels poses risks, as it increases costs and may affect product quality and release timelines [4][6] - Samsung holds a dominant position in the global smartphone market with a 20.4% share, while Apple follows with 18.4% [6][8] - Domestic brands have been developing foldable technology for years, giving them a technological edge as they launch products ahead of Apple [4][6]

期数： 2025年6月刊 分类： 会员服务—中国智能手机盖板月度市场发展趋势概况 * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 载 或 邮 件 接 收 此 份 报 告 。 * 如 需 了 解 更 多 相 关 信 息 ， 请 订 阅 C I N N O Re s e a r c h 《 月 度 中 国 智 能 手 机 盖 板 市 场 分 析 报 告 》 。 联系我们 马女士 Ms . Ceres TEL：（+86）137-7604-9049 Emai l：CeresMa@cinno.com.cn 1. 01'24~05'25 中国市场智能手机前盖搭载量渗透率变化趋势 2. 01'24~05'25 中国市场折叠屏智能手机UTG、CPI前盖使用量变化情况 3. 01'24~05'25 中国市场折叠屏智能手机前盖搭载量渗透率变化情况 4. 01'24~05'25 中国市场折叠屏智能手机UTG前盖搭载量品牌占比情况 5. 01'24~05'25 中国市场折叠屏智能手机CPI前盖搭载量品牌占比情况 6. 01'24~05'25 中国市场苹果智能手机前盖规格别销量及占比情况 7. 01'24~05'25 中国 ...

Core Insights - The Chinese smartphone market is experiencing a mild recovery in Q2 2025, driven primarily by Huawei and Apple [1][3] - Huawei is expected to achieve the highest growth among major brands and reclaim the top position in the Chinese market, while Apple continues to lead the high-end market with the iPhone 16 series [1][4] Market Dynamics - The current smartphone market in China is characterized by a mix of inventory competition and technological iteration, with several factors such as slow consumer confidence and prolonged product innovation cycles putting pressure on the market [3] - Leading manufacturers are activating replacement demand through brand strategies, technological upgrades, and price adjustments [3] Huawei's Performance - Huawei's strong rebound is notable, particularly since its return to the 5G smartphone market, launching new Mate and Pura series products that leverage self-developed chips and the HarmonyOS ecosystem for competitive differentiation [3] - The company experienced a sales peak in May, aided by government smartphone subsidy policies and its own promotional activities, which stimulated a wave of user upgrades [3] - Huawei's core user loyalty remains high, with users replacing old devices with new models, indicating a recovery of market share lost due to previous supply chain constraints [3] Apple's Strategy - Apple is steadily advancing in the high-end market, with the iPhone 16 Pro and Pro Max performing exceptionally well, particularly following a timely price adjustment in May [4] - This price adjustment coincided with the 618 shopping festival, allowing Apple to secure the top sales position during this period, with three iPhone models ranking among the bestsellers [4] Overall Market Outlook - Despite the strong performances of Huawei and Apple, overall consumer confidence remains slow to recover, with actual sales during the 618 festival showing no year-on-year growth [4] - Analysts suggest that the sales performance in Q2 was partially driven by government subsidy policies, which may taper off in the second half of the year, introducing uncertainty into market growth [4] - The competitive landscape is shifting from price wars to a focus on user value and ecosystem capabilities as the market evolves [4]