巴黎，作为全球时尚趋势的策源地与奢侈品话语权的制高点，以其独特的浪漫气质和对美学的极致追求 闻名于世。华为选择在这里举办发布会，凸显了其美学自信，表明华为产品设计敢于接受来自时尚界、 设计界与高端消费市场的严苛审视。 【环球网科技报道 记者 张阳】2025年9月10日，华为在法国巴黎举办了全球创新产品发布会，为欧洲市 场带来了华为WATCH GT6系列、华为WATCH Ultimate 2、华为 WATCH D2、华为 nova 14系列、华为 FreeBuds 7i、华为 MatePad 12 X等多款产品。 智能穿戴设备早已超越功能工具的范畴，成为用户个人风格与生活态度的外化载体。华为深知，要在全 球高端市场站稳脚跟，必须在设计语言、材质工艺、佩戴体验上达到与顶级腕表、珠宝配饰同等的审美 高度。 新品矩阵亮相：三大穿戴设备领衔 全新一代华为 WATCH GT 6 系列的发布，再次定义了智能穿戴产品的标杆，为追求品质生活与运动健 康的用户提供了全新选择。 在骑行方面，华为WATCH GT 6 系列首发骑行模拟功率，用户无需购买专业功率计，通过手表就能了 解自己的骑行功率表现，收获进阶骑行体验。此外，续航能力 ...

Core Viewpoint - The Chinese smartphone market in the first half of 2025 shows resilience with a slight year-on-year decline in shipments, but the second quarter experienced a notable drop, indicating a shift towards competition based on product value rather than subsidies [1][3]. Market Overview - In the first half of 2025, China's smartphone shipments reached 140 million units, a year-on-year decrease of 0.6%, with a significant 4% decline in the second quarter, breaking a six-quarter growth streak [1][3]. - Huawei regained the top market share in Q2 2025 with 18.1%, followed closely by vivo (17.3%) and OPPO (15.5%), while Xiaomi (15.1%) and Apple (13.9%) rounded out the top five [6][7]. Price War Dynamics - The smartphone market is experiencing intensified price wars, particularly in the mid-range segment (2000-4000 yuan), with major brands like Apple, Huawei, OPPO, and Xiaomi significantly reducing prices to clear inventory [4][5]. - Apple's iPhone 16 series saw price cuts exceeding 1,000 yuan, while other brands also implemented various promotional strategies to attract consumers [4]. Consumer Behavior Changes - The average smartphone replacement cycle has extended to around three years, reflecting a shift in consumer expectations towards durability and long-term value rather than just price [5]. - Consumers are now more discerning, requiring detailed comparisons and information before making purchases, indicating a deeper focus on product experience [5]. Competitive Landscape - The competition among the top five smartphone manufacturers is tight, with minimal differences in market share, making any misstep potentially impactful [6]. - Huawei's market share recovery is attributed to the return of its Kirin chips and the unique features of its HarmonyOS, while its Q2 shipments still fell by 3.4% year-on-year [8]. Brand Strategies - Vivo's focus on imaging technology has been a key strategy, but it faced a significant 10.1% decline in shipments in Q2 due to a concentrated product strategy [8]. - OPPO's dual-brand strategy aims to cover various price segments, but it also experienced a 5% decline in shipments, highlighting challenges in brand differentiation and market positioning [9]. - Xiaomi is the only top-five brand to show growth, driven by cross-industry synergies and channel expansion, although it still faces challenges in translating its technological advancements into consumer-perceived benefits [10]. Emerging Technologies - The foldable smartphone market is still niche, with a 14% year-on-year decline in shipments, but brands like Huawei lead with a 72.6% market share in this segment [11][14]. - AI integration is becoming a focal point for smartphone manufacturers, with companies like Huawei and Xiaomi enhancing their operating systems to improve user experience through AI capabilities [17][20]. Conclusion - The smartphone industry is undergoing a fundamental shift from hardware specifications to user experience and technological innovation, with a focus on addressing consumer pain points and enhancing product value [20].

Core Insights - The HarmonyOS 5 has surpassed 10 million devices, marking a significant milestone for Huawei's mobile operating system, which aims to compete with Android and iOS [1][18] - Despite the growth in user numbers, there are significant issues with app compatibility, particularly with major applications like WeChat and Douyin, leading to user dissatisfaction and requests for refunds [1][4][9] - To mitigate the rising return rates, some Huawei stores have begun requiring customers to sign consent forms acknowledging the limitations of the HarmonyOS before purchase [11][12] Group 1: User Experience and App Compatibility - Users have reported that the native HarmonyOS lacks many essential features found in the Android and iOS versions of popular apps, with WeChat's latest version on HarmonyOS being significantly behind its counterparts [5][10] - Complaints regarding software incompatibility have increased since June, particularly for the nova 14 series and Pura 80 series, with users seeking refunds due to these issues [9][10] - Some users have expressed frustration over the inability to use essential applications for work, leading to a negative perception of the HarmonyOS [10][19] Group 2: Sales Strategies and System Options - In response to the growing number of returns, Huawei has quietly introduced a system rollback service, allowing users to revert from the native HarmonyOS to a version compatible with Android applications [2][15][16] - The company is incentivizing users to remain on the native HarmonyOS by offering daily cash rewards, which users would lose if they choose to revert to the older system [19] - Different Huawei stores have varied practices regarding informing customers about software compatibility issues, with some stores providing more transparency than others [14]

Core Insights - Huawei's HarmonyOS 5 has surpassed 10 million devices, marking a significant milestone for the operating system as a third major mobile OS alongside Android and iOS [3][14] - Despite the growth in user numbers, there are significant compatibility issues with mainstream applications like WeChat and Douyin, leading to user dissatisfaction and requests for refunds [4][5][7] - To mitigate the rising return rates, some Huawei stores have begun requiring customers to sign a consent form acknowledging the limitations of the HarmonyOS before purchase [9][10][12] Device and Ecosystem Development - The launch of the Huawei Pura X and nova 14 series has transitioned Huawei fully into the native HarmonyOS era, with over 3 million native applications and services available [4][15] - The company aims to increase the coverage of native HarmonyOS devices, which is crucial for developers to adapt their applications [4][15] - Despite the positive growth metrics, the application ecosystem for HarmonyOS is still not fully developed, with many users reporting missing functionalities compared to Android and iOS [5][8] User Experience and Feedback - Users have reported a lack of essential features in the WeChat app on HarmonyOS, with around 30 functionalities missing compared to its Android and iOS counterparts [5][7] - Complaints regarding software incompatibility have surged since June, particularly for the nova 14 and Pura 80 series, leading to increased refund requests [7][8] - Some users have faced challenges in using essential office applications, which has affected their work productivity [8] Return Policies and Solutions - Huawei's online store offers a 7-day no-reason return policy for products in good condition, while in-store purchases have more restrictive return options [7][8] - To address the growing number of return requests, Huawei has quietly introduced a system rollback service, allowing users to revert to a version of HarmonyOS that supports Android applications [13][14] - Users opting for the rollback service may lose access to daily rewards associated with the native HarmonyOS, creating a dilemma between software compatibility and financial incentives [15]

Group 1 - Huawei's HarmonyOS 5 has surpassed 10 million terminal devices within a year, marking a significant milestone in the ecosystem's development [1] - The ecosystem has seen rapid growth with over 40 terminal products and more than 30,000 applications and services in development [2] - The number of developers in the HarmonyOS ecosystem has exceeded 8 million, and the total number of ecosystem devices has surpassed 1 billion [2] Group 2 - Huawei plans to push HarmonyOS 5 to a large number of older Huawei models, enhancing performance by up to 40% due to the support of the Harmony kernel and Ark Engine [3] - The company has launched several flagship devices fully equipped with HarmonyOS 5, including the HUAWEI Pura X and MatePad Pro 12.2 [2] - A public beta for HarmonyOS 5 has been rolled out for various models, with plans for further updates to cover more devices [2]

Core Viewpoint - The article highlights the increasing popularity of outbound travel during the summer, emphasizing the challenges travelers face, such as SIM card changes, language barriers, and navigation issues. It showcases Huawei's solutions, particularly the Tianjitong global data service and the upgraded Petal Maps, which aim to enhance the travel experience for users [1][2][4]. Group 1: Tianjitong Global Data Service - Tianjitong offers a convenient global data service that allows users to connect to the internet upon arrival at their destination without changing SIM cards or activating roaming services. Users can pay per day, with a cost of 9.9 yuan for 5GB of high-speed data daily, covering over 50 countries and regions [2][4]. - The service includes various travel benefits for users traveling to Asia and Europe, such as discounts on flights, hotels, and attractions, which have been positively received by users on social media platforms [4]. Group 2: Petal Maps and Navigation Solutions - The upgraded Petal Maps 5.0 provides map services for over 160 countries and regions, featuring a fully Chinese interface and navigation support, making it easier for travelers to search for locations and plan routes [6][8]. - Petal Maps also includes an exploration guide with curated lists of local dining and entertainment options, as well as practical tips on local customs and regulations, enhancing the travel experience [8]. Group 3: Language Support and Additional Features - Users of HarmonyOS 5.1 can utilize the "Continuous Translation" feature through the Xiao Yi assistant, allowing for real-time translation while browsing foreign websites or applications, thus overcoming language barriers during travel [6][11]. - The article mentions a promotional event on Xiaohongshu, encouraging users to engage with various fun activities and explore travel destinations, enhancing the overall summer experience [12][14].

Core Insights - The article highlights the successful launch of the Honor 400 series, which has significantly outperformed previous models in sales, indicating a strong recovery in the brand's market position and channel trust [1][9][14] Group 1: Sales Performance - The Honor 400 series sold over 25,000 units within three days of its launch, surpassing the total sales of Huawei's nova 14 series in the first week [9][10] - A dealer reported that they expect to sell over 1,500 units of the Honor 400 series within a month, marking a fourfold increase compared to the previous best-selling model [1][9] - The strong demand led to customers queuing outside stores on the first day of sales, a phenomenon not seen for a long time [2][13] Group 2: Management and Strategy Changes - CEO Li Jian's hands-on approach, including visiting stores and engaging with staff, reflects a strategic shift in Honor's management style, emphasizing listening to frontline feedback [1][3] - The "Global Million Eagle Plan" initiated by Li Jian aims to optimize organizational structure and shift channel management from "inventory-driven" to "value co-existence" [2][3] - A strict market monitoring mechanism has been established to maintain stable pricing for new products, addressing previous issues of price discrepancies and ensuring dealer profitability [2][4][6] Group 3: Inventory and Supply Chain Management - Honor has moved away from the "sea of products" strategy, focusing on core products and utilizing a "big goose system" for precise supply chain and inventory coordination [7][13] - The "sales-driven production" model has significantly reduced inventory pressure on dealers, allowing them to confidently stock products without fear of losses [2][7] - The collaboration with a financial institution to provide low-interest loans has improved cash flow for small and medium-sized dealers, enhancing their operational capabilities [8][9] Group 4: Marketing and Brand Perception - The marketing strategy for the Honor 400 series included systematic promotional activities, which helped build brand presence and consumer awareness [11][14] - The focus on actual sales figures rather than inflated pre-orders has fostered trust among consumers and dealers, contributing to a positive brand image [9][11][13] - The successful launch and subsequent sales performance indicate a shift in consumer perception, moving away from the "cost-performance" label towards a more robust brand identity [10][14]

Core Viewpoint - The HarmonyOS version of 全民K歌 (全民K歌) is rapidly enhancing its ecosystem with new features and user feedback integration, demonstrating a commitment to improving user experience and engagement. Group 1: New Features and Enhancements - The latest version of the HarmonyOS 全民K歌 has introduced several practical features that enhance user experience in singing, interaction management, and sharing [3][5][7] - A new automatic vocal accompaniment alignment feature has been added, allowing users to adjust vocal and accompaniment synchronization, significantly reducing flaws in published works [3][5] - The application now includes room management features for song rooms, enabling hosts to set room information and member permissions, thus maintaining order within the singing environment [5] Group 2: User Interaction and Feedback - The update supports a highly requested PC QR code login feature, facilitating seamless transitions between devices for users [7] - Integration with Huawei's sharing component allows users to quickly share their works across different platforms, enhancing social interaction [7] - A feedback channel has been opened through a QQ experience group, enabling users to report issues and suggest improvements, which the company aims to address in future updates [8]

Core Insights - The competition in the mid-range smartphone market is intensifying, with major brands like OPPO, Huawei, Xiaomi, and Vivo launching new models to capture the significant user base of approximately 500 million users in China who prefer devices priced between 2,000 to 4,000 RMB [2][3] - Vivo's market share has declined, dropping to 14.4% in Q1 2025, compared to its previous leading position, indicating challenges in maintaining its competitive edge [2][11] - The mid-range segment is crucial for Vivo, as it represents a significant portion of its sales and overall market strategy [3][11] Market Dynamics - The Chinese smartphone market has shifted towards high-end devices, with the share of phones priced above 4,000 RMB increasing from 11% to 28% over recent years, while the industry transitions from growth to a more saturated environment [11][12] - In 2024, a total of 396 new smartphone models were launched in China, with mid-range devices dominating, leading to fierce competition and price reductions across the board [11][12] - Vivo's sales strategy has heavily relied on its extensive offline presence, with over 250,000 stores by 2024, significantly outpacing competitors like Huawei and Xiaomi [9][12] Vivo's Competitive Strategies - Vivo has historically utilized a "machine sea" strategy, launching numerous models across various price points to cater to diverse consumer needs, which has helped it stand out in a crowded market [6][8] - The company has invested heavily in imaging technology, establishing a dedicated research team to enhance its product offerings, which has been a key differentiator in the mid-range segment [7][17] - Vivo's channel strategy focuses on penetrating lower-tier markets, enhancing distribution efficiency and increasing product visibility, which has contributed to its market share growth in the past [8][9] Challenges and Future Outlook - The increasing performance standardization among mid-range devices poses a challenge for Vivo, as differentiation becomes more difficult in a crowded market [11][15] - The competitive landscape is evolving, with brands like Honor and Redmi introducing innovative features to capture market share, indicating a need for Vivo to adapt its strategies [16][18] - Vivo's future success may hinge on its ability to leverage its technological advancements and refine its product offerings to meet specific consumer demands in the mid-range segment [17][18]

Core Viewpoint - The HarmonyOS ecosystem has transitioned from a "small-scale trial" to a new phase of "exponential expansion" [1][28]. Group 1: Product Launch and User Engagement - The recently launched Huawei nova 14 series, equipped with HarmonyOS 5, has attracted significant consumer interest, indicating a rapid embrace of the HarmonyOS ecosystem by mainstream users [2][27]. - Hundreds of HarmonyOS applications were launched just before the nova 14 series went on sale, covering various high-frequency user needs such as entertainment, travel, shopping, and office tasks [2][28]. Group 2: User Experience and Interaction - The introduction of HarmonyOS 5 marks the beginning of a "Harmony Era," where users will experience a seamless integration of various Huawei devices [3][25]. - The "smile curve" theory explains the evolution of user engagement, highlighting the importance of maintaining user satisfaction as they transition from initial curiosity to habitual use [4][6]. - HarmonyOS 5 aims to enhance user experience by leveraging AI capabilities, making the operating system more intuitive and responsive to user needs [10][11]. Group 3: Innovative Features and AI Integration - HarmonyOS 5 introduces a more intelligent AI that adapts to user emotions and context, enhancing the overall interaction experience [11][13]. - New features such as "AI Magic Move" and "AI Portrait Enhancement" cater specifically to the needs of younger users, providing innovative tools for digital content creation [13][14]. - The operating system also supports new interaction methods like "Tap to Share" and "Live Window," allowing for seamless connectivity and real-time updates [16][18][20]. Group 4: Market Position and Future Outlook - The nova 14 series is seen as a critical test for HarmonyOS 5, particularly in appealing to the younger demographic, which has diverse and rational upgrade demands [27][28]. - With over 200 million units sold in the nova series since 2022, the launch of HarmonyOS 5 is expected to significantly increase user adoption and expand the ecosystem [27][28]. - The growth of HarmonyOS is anticipated to create a positive feedback loop, attracting more developers and accelerating the innovation of applications within the ecosystem [30].