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急于IPO的荣耀,开始“邪修”
3 6 Ke· 2025-10-20 07:40
追溯手机的发展史,50余年来的变革不可谓不惊人。 从板砖一样的"大哥大"到薄如蝉翼的iPhone Air,手机工业设计变化的背后,实际上是技术引领的逻 辑。 模拟时代,手机更像是独立的座机话筒,重量超过1公斤;数字技术(GSM、CDMA)的到 来,让手机体积大幅缩小,还带来了翻盖、滑盖、旋转等设计,亦有如黑莓 (BlackBerry)、诺基亚9210等类PC的设计创新。直到2007年,史蒂夫·乔布斯(Steve Jobs)从口袋中掏出iPhone,不仅将手机带入多点触摸时代,更是开创了智能操作系统引领 的逻辑。 iPhone无疑是创新的里程碑,但也将手机设计限制在"直板+大屏"的形态。虽然近年来折叠屏试图打破 桎梏,但明显的折痕、糟糕的耐用性使其尚无法普及。来到AIGC时代,手机形态还能改变么、怎么 变?荣耀试图给出答案。 今年3月,荣耀CEO李健提出"阿尔法战略",计划五年投入百亿美元,聚焦AI终端生态建设。在Magic8 系列发布会上,该战略的首款机型以"One More Thing"的形式出现——荣耀Robot Phone。"Robot Phone 将成为荣耀未来AI终端的种子",李健如是说。据悉,该机 ...
iPhone 17引爆Deco设计潮,手机设计为何狂卷「辨识度」?
3 6 Ke· 2025-10-20 01:26
不知道大家有没有发现,最近的手机厂商似乎不再追求对称美学和各种艺术设计,最典型的莫过于苹果和小米,两者都放弃了延续多年的设计ID,并"心有 灵犀"地都选择了长条相机Deco设计。 从两者的销量来看,这套看似有些丑的设计不但没有影响到它们的销量,反而还带来了一批潜在用户。而且不只是小米苹果,真我、OPPO、REDMI也在 相机Deco上做了大刀阔斧般的改动,难道说,现在的手机厂商已经开始在设计上弱化美学追求,转而侧重极致的辨识度了吗? 比起美感,高辨识度更重要? (图片来源:雷科技摄制) 苹果官方表示采用这个设计是为了更好地放置天线,iPhone 17 Pro系列将天线组件整合到相机Deco的空白区域,这样一来用户在握持手机时就不会遮挡到天 线,从而提升iPhone的信号表现。 谈到这个话题,最绕不开的就是iPhone 17系列和小米17系列,先说iPhone,先是横向的Deco取代了之前的正方形模组,使得整个手机的视觉中心更靠上,换 句话说就是更显眼更有辨识度了。 不过在雷科技看来,苹果这样设计的意图主要还是区别iPhone 17系列和老款iPhone。 Counterpoint Research 公布的数据 ...
AI智能体试水“抢购物券”,手机厂商转向:不拼参数拼应用
Di Yi Cai Jing· 2025-10-18 10:44
Core Insights - The article discusses the shift in the Chinese AI market from competing on large model parameters to focusing on practical applications and smaller models, emphasizing cost-effectiveness and usability [1][11] - Chinese smartphone manufacturers are increasingly integrating AI capabilities into their devices, enhancing user experience through features like proactive assistance and improved interaction methods [2][5][10] Group 1: Industry Trends - Chinese companies are moving away from the costly race to build massive AI models, recognizing the unsustainable nature of such investments [1] - The focus has shifted to developing smaller, more efficient models that can be applied in real-world scenarios, allowing for faster deployment and better user experience [1][11] - The introduction of DeepSeek's open-source model has leveled the playing field, enabling smaller models to achieve comparable AI capabilities [8] Group 2: Technological Advancements - AI integration in smartphones is advancing, with features that allow for one-click operations and proactive suggestions based on user behavior [2][5] - Companies like Honor and Vivo are reporting significant increases in the number of AI-supported scenarios, indicating rapid growth in AI application [9] - The development of AI capabilities is not only about enhancing performance but also about optimizing hardware efficiency and user interaction [5][6] Group 3: Challenges and Considerations - Despite advancements, the industry faces challenges related to power consumption, computational demands, and cost pressures, which have hindered significant sales growth in smartphones [7][8] - The need for additional investments in specialized hardware, such as NPU chips, poses a risk to profit margins for smartphone manufacturers [8] - The industry is recognizing that merely increasing computational power is not a viable long-term strategy; practical application and user experience are becoming the primary focus [8][11]
对话荣耀高管:AI与用户共同成长,打开未来生活方式想象空间
Huan Qiu Wang· 2025-10-18 05:07
Core Insights - The article discusses the launch of the Honor Magic8 series, featuring the AI intelligent agent YOYO, which aims to enhance user experience by providing personalized and automated shopping assistance [1][2] - Honor emphasizes the importance of continuous evolution of AI technology, allowing it to grow alongside users and adapt to their needs [2][3] - The company is positioning itself as a leader in the AI smartphone market, with projections indicating significant growth in AI smartphone shipments in China by 2025 [2] Group 1: AI Technology and User Experience - Honor's CEO, Li Jian, highlights that the Magic8 series, powered by MagicOS 10, offers a new lifestyle driven by AI, covering over 3000 scenarios for user convenience [1][2] - YOYO is designed to evolve through user interaction, with features being defined collaboratively through initiatives like the "YOYO Wish Pool" [2][3] - The focus is on enhancing user experience rather than just technical specifications, with user feedback being crucial for AI's intelligence [3] Group 2: Product Features and Innovations - The Honor Magic8 Pro features a 200MP ultra-night telephoto camera with advanced stabilization capabilities, showcasing significant improvements in imaging technology [5][6] - The entire Magic8 series is equipped with the fifth-generation Snapdragon 8 processor, offering substantial performance enhancements across CPU, GPU, and AI capabilities [5][6] - Honor aims to maintain a strong commitment to user experience, ensuring that the Magic series consistently meets consumer expectations [6] Group 3: Future Developments and Vision - Honor is exploring the evolution of AI devices, envisioning a transition from smartphones to AI Phones and eventually to Robot Phones [6][8] - The upcoming Honor ROBOT PHONE, set to debut in 2026, aims to integrate AI, robotics, and imaging capabilities, enhancing user interaction with technology [8][9] - The Honor Alpha global flagship store serves as a platform for consumers to experience AI technology in daily life, reinforcing the company's commitment to innovation and user engagement [9]
江苏省无锡市市场监督管理局发布手机产品质量监督抽查结果
手机(老年机、中低端为主)产品质量监督抽查企业名单及结果 | 产品 | | | | | | | 样 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 具体 | 生产日期/ 商标 | 规格型号 | 标称生 | 标称生产 | 受检单位 | 品 | 抽查 | | 号 | 名称 | 货号 | | 产企业 | 企业地址 | | 来 | 结果 | | | | | | | | | 源 | | | 5G数 | | | | | 深圳市福 | 无锡金里 | | 所检 | | | | | | 荣耀终 | 田区香蜜 | 程科贸有 | 实 | 项目 | | 字移 | | | | 端股份 | 湖街道东 | | | | | 1 | | HONOR 2025/3/1 | NIC-AN00 | | | 限公司万 | 体 | 未发 | | 动电 | | | | 有限公 | 海社区红 | 象城分公 | 店 | 现不 | | 话机 | | | | 司 | 荔西路 | 司 | | 合格 | | | | | | | 8089号 | | | | | TD | | | | | ...
Omdia分析师:AI功能尚未成为消费者换机主因
Di Yi Cai Jing· 2025-10-17 05:51
Core Insights - Current AI features are not the main driving factor for consumers to replace their smartphones, but interest in AI smartphones in the Chinese market has significantly increased [1] - Over the past year, AI smartphones have made breakthroughs in the depth of feature integration, actual user experience, and the richness of application scenarios [1]
OPPO推出年度旗舰Find X9系列 发布1小时全渠道预订量刷新OPPO Find系列历史最高纪录
Zheng Quan Ri Bao Wang· 2025-10-17 04:44
作为OPPO年度影像旗舰,全新Find X9系列从光学到传感器,从算法到色彩还原,全链路开启画质革 命。OPPO首席产品官刘作虎表示:"OPPO Find X9 Pro是万元以内最值得购买的'相机'。" 本报讯 (记者贾丽)10月16日,OPPO正式发布全新"旅拍神器"Find X9系列,采用全新"绒砂工艺"设 计,搭载全新哈苏超清四摄影像系统,全系支持全焦段哈苏8K超清照片以及搭载行业进光量最大的哈 苏2亿长焦镜头等众多领先移动影像科技,并标配天玑9500旗舰芯片与新一代OPPO潮汐引擎以及 ColorOS 16系统,实现从影像创作到续航、显示以及交互等全方位的体验升级。 OPPO公布最新数据显示,发布会后一小时,OPPO Find X9系列,线上线下(300959)全渠道预订量刷 新OPPO Find系列历史最高纪录。 Find X9系列首发搭载全新ColorOS 16系统,通过底层编译、性能调度与动画渲染优化,实现6年久用全 场景丝滑流畅。生态互联方面,Find X9系列解决跨设备连接痛点,支持与iPhone、AppleWatch、 AirPods及Mac的无缝协同。 业内人士认为,Find X9系列以 ...
传音控股股价跌5.08%,摩根基金旗下1只基金重仓,持有10.17万股浮亏损失42.9万元
Xin Lang Cai Jing· 2025-10-16 06:13
Core Points - Transsion Holdings experienced a decline of 5.08% on October 16, with a stock price of 78.91 yuan per share and a total market capitalization of 899.85 billion yuan [1] - The company, founded on August 21, 2013, and listed on September 30, 2019, specializes in the design, research and development, production, sales, and brand operation of smart terminals, primarily mobile phones [1] - The revenue composition of Transsion Holdings includes 83.91% from smartphones, 10.22% from other products, and 5.86% from feature phones [1] Fund Holdings - Morgan Fund holds a significant position in Transsion Holdings through its fund, the Morgan SSE STAR Market New Generation Information Technology ETF (588770), which has 101,700 shares, accounting for 2.56% of the fund's net value [2] - The fund has reported a floating loss of approximately 429,000 yuan as of the latest update [2] - The Morgan SSE STAR Market New Generation Information Technology ETF was established on March 14, 2025, with a current size of 316 million yuan and a cumulative return of 43.32% since inception [2]
AI场景新入口之争:手机AI智能体正在撬动智能经济“新蓝海”
Zheng Quan Ri Bao· 2025-10-15 16:15
曾几何时,手机AI还只是语音助手和简单场景的拼接,难以触及用户真实需求。而如今,一场以AI智 能体(AI Agent)为核心的变革正在终端领域悄然上演。 10月15日,在荣耀Magic8系列新品发布会上,荣耀CEO李健现场演示了荣耀自研YOYO智能体的"购物 领券"功能,该AI智能体可自动识别屏幕内容、理解用户意图并跳转领取优惠券。正如李健所言:"碳基 生命和硅基生命的演进曲线殊途同归,它们的未来都指向了同一个方向——自进化。"而这恰恰是手机 从传统智能终端向"自进化AI原生手机"加速转型的缩影。 今年以来,随着终端厂商加快推动大模型向端侧迁移,新交互、新终端持续涌现。围绕AI智能体生 态"外拓",荣耀、华为、vivo、OPPO等手机终端厂商联合上下游展开新一轮竞争,在购物、出行、家 居等场景中催生新商业模式,撬动智能经济"新蓝海"。 AI智能体加速落地 今年"双11",购物形态或发生显著变化,AI智能体正迅速取代传统的"搜索—筛选—比价"流程,成为电 商平台的新兴购物入口。这场消费盛宴也将成为检验AI智能体成色的首个大规模战场。 在这场入口争夺战中,前述YOYO智能体的"购物领券"功能是AI智能体激活消费活 ...
当手机卷成相机 vivo、OPPO对标增距镜
Bei Jing Shang Bao· 2025-10-14 15:47
在线下看过装上全部配件的vivo新机X300后,3月末刚购买同品牌X200 Pro手机的康女士发出一阵感 慨,"我好像有点不认识手机了"。一枚装在手机后置长焦镜头位置、伸出一大截的增距镜形似迷你"大 炮",非常抢眼,和康女士口袋里相对轻薄的传统手机模样大不相同。 此前,vivo正式推出X300系列,那枚让康女士感到新鲜的增距镜作为核心配件随摄影套装同步发售,这 也是vivo第二次推出带有增距镜外设的摄影套装。同时,vivo的老对手OPPO也放出重磅消息:10月16 日将随Find X9系列推出"哈苏专业影像套装",其中同样以一枚"大炮式"增距镜为外设核心。 24小时内,两大头部厂商相继将外设推至聚光灯下,近几年手机领域司空见惯的相机品牌联名背书被更 直观的硬件突破所升维。部分消费者眼中,手机与相机的边界渐渐开始模糊。 把镜头"做大做强"? 手机外接镜头并非新鲜事物。回溯近十年的手机市场,从模块化尝试到磁吸配件探索,外设类似物其实 早有零星身影,只是大多停留在"小众玩票"阶段,直至近期才有走近主流舞台中央之势。 最先将"手机挂镜头"想法落地的是影像领域老牌玩家索尼。2013年,索尼推出两个配合手机的外挂影像 系 ...