12月31日，南都湾财社记者从荣耀方面获悉，荣耀EMT管理团队发布了2026年新年致辞，对一年来的 发展历程进行回顾，同时明确了2026年向全球领先AI终端生态公司转型的核心方向。 阿尔法手机机器人此前一直备受关注。12月28日，在吴晓波科技人文秀上，荣耀ROBOT PHONE第一次 在国内线下公开展示。据悉，作为全球第一款"手机机器人"，荣耀ROBOT PHONE融合了AI手机大脑、 机器人行动力与高清摄像能力，其独特的可动机械云台设计，展现了这个"会动、会想、会互动"的智能 新物种，正在打破传统终端形态的想象力边界。 产业方面，荣耀宣布进军机器人赛道，计划明年量产阿尔法手机机器人，推出具身智能机器人，同时透 露将建设顶级阿尔法实验室，为N+2技术创新奠定坚实基础，实现技术共创、产业共生、生态共荣。 此外，致辞中还指出，从2025年初阿尔法战略发布至今，荣耀已系统性完成从战略、文化到管理的焕新 重构，世界荣耀版图不断壮大，并在AI方面已占得先机。 技术方面，荣耀Magic V5以8.8mm厚度、217g重量，在欧洲折叠屏市场份额增至34%。 AI终端生态方面，荣耀通过"1X3XN"生态战略，赋能边端智能产业 ...

本报讯(记者贾丽)12月31日，荣耀EMT管理团队发布2026年新年致辞，以"实干铸就新征程，信心开启 新未来"为主题。致辞中强调2025年是新荣耀二次创业关键之年，对一年来的发展历程进行回顾，并明 确2026年向全球领先AI终端生态公司转型的核心方向。 从2025年初阿尔法战略发布至今，荣耀已系统性完成从战略、文化到管理的焕新重构，全面打开技术、 产业与生态的边界，世界荣耀版图不断壮大，并在AI方面已占得先机。 技术方面，荣耀Magic V5以8.8mm厚度、217g重量，定义折叠屏行业标杆，在欧洲折叠屏市场份额激增 至34%。荣耀Magic8作为首款自进化AI原生手机，实现了端侧智能体从特定任务向通用化执行的重大突 破。 致辞中透露，荣耀全球市场版图持续扩张，市场表现进一步印证了转型的初步成果。2025年，荣耀手机 发货首次突破7100万台，增长9%。荣耀海外市场销量增长47%，占比首次超过50%，在拉美、中东非等 地区突破千万台出货量，于17个重点国家市场份额超过10%，成功构筑新的增长"粮仓"，本地化进程持 续深化。中国区市场则稳住了基本盘，并在多个产品档位保持领先。 面向2026年，荣耀明确三大发展 ...

产业方面，荣耀宣布进军机器人赛道，面向AI时代的人机交互展开跨越式布局。加速推动 AI 深度融入 日常场景，计划明年量产阿尔法手机机器人，推出具身智能机器人，同时透露建设顶级阿尔法实验室， 为N+2技术创新奠定坚实基础，实现技术共创、产业共生、生态共荣。 AI终端生态方面，荣耀持续发挥AI终端领域的引领者的优势，通过"1X3XN"生态战略，赋能边端智能 产业生态的体系化发展，打开AIoT终端产业新赛道。今年9月开业的深圳湾荣耀阿尔法全球旗舰店，已 成为展示未来智慧生活方式、连接用户与生态的创新空间。 致辞中透露，荣耀全球市场版图持续扩张，市场表现进一步印证了转型的初步成果。2025年，荣耀手机 发货首次突破7100万台，增长9%。荣耀海外市场销量增长47%，占比首次超过50%，在拉美、中东非等 地区突破千万台出货量，于17个重点国家市场份额超过10%，成功构筑新的增长"粮仓"，本地化进程持 续深化。中国区市场则稳住了基本盘，并在多个产品档位保持领先。 面向2026年，荣耀明确三大发展路径：一是坚定向AI终端生态公司转型，携手产业、生态伙伴，共同 打造未来的智慧生活方式；二是聚焦用户化、年轻化、高端化、全球化方 ...

新浪科技讯 12月31日下午消息，荣耀EMT管理团队今日发布题为《实干铸就新征程，信心开启新未 来》的2026新年致辞。 致辞中提到，2025年，荣耀全球市场版图持续扩张，手机发货首次突破7100万台，增长9%。中国区顶 住了压力，稳住了业务基本盘；海外销量增长47%，占比首次超过50%，拉美和中东非地区部出货量突 破千万台，17个重点国家份额超10%，构筑了新粮仓。随着本地化进程向深处扎根，荣耀海外市场的本 地布局也在加速推进。 在AI终端方面，今年10月亮相的ROBOT PHONE——阿尔法手机机器人，计划于明年量产发布；具身 智能机器人也即将面世，未来将走进每个人的生产生活；同时，荣耀持续加强原创性、引领性科技攻 关，聚焦关键方向，建设阿尔法实验室，致力于打造边端智能技术的创新策源地。 对于2026年，致辞提到，AI浪潮正加速重构产业格局，不断突破既有边界；全球内存供需承压、价格 大幅上涨……荣耀将以坚定信念迎接机遇与挑战。"越是寒冬时刻，越是考验我们在剧烈变化中识别风 险、灵活应对、抓住机会、快速调整的能力，稳步推进用户思维驱动全面2C变革，坚定目标、奋勇前 行！" 荣耀方面称，要坚定向AI终端生态公 ...

Core Viewpoint - The China Telecom 2025 Smart Technology Ecological Conference showcased a range of AI terminal products from Honor, emphasizing the theme of "Smart Navigation, Intelligent Coexistence" and highlighting the company's advancements in AI technology and ecosystem integration [1][3]. Product Highlights - Honor presented its flagship products, including the Honor Magic 8 series and Honor 500 series, along with other devices such as the Honor Magic V5 foldable phone, Honor MagicBook Art 14 2025, and Honor Watch 5 Ultra, demonstrating a comprehensive AI terminal ecosystem [3][10][11]. - The Honor 500 series, launched on November 24, features significant upgrades in imaging, performance, battery life, appearance, and user experience, setting new standards in the light flagship category [4]. - The Honor Magic 8 series, released on October 15, is positioned as a pioneering AI smartphone with advanced AI capabilities and a self-evolving operating system, MagicOS 10, establishing a new benchmark in the industry [9]. AI Integration and Features - The Honor 500 Pro Telecom version integrates AI functionalities such as intelligent fraud prevention, call summaries, real-time subtitles, and smart translation, enhancing user experience in communication and daily life [7]. - The Honor Magic V5 is noted for being the thinnest and lightest foldable phone globally, featuring advanced manufacturing techniques and comprehensive flagship performance [10]. - The Honor AI terminal ecosystem includes various products like the Honor Earbuds, which support AI translation and act as a personal AI assistant, showcasing the company's commitment to integrating AI across its product range [16]. Industry Positioning - Honor aims to be a global leader in the AI terminal ecosystem, focusing on human-centered technology that combines innovation with cultural elements to enhance user potential [16]. - The company emphasizes its strong hardware innovation capabilities and advanced system-level AI technologies, which facilitate seamless integration across devices and enrich user experiences [16].

Group 1 - The 3C industry is experiencing a "downward" and "upward" strategic competition, with OPPO focusing on affordable cooling technology for budget phones, while Honor and Samsung are emphasizing lightweight foldable screens and AI integration for high-end devices [1][4][5] - In the budget segment, OPPO launched the K13 Turbo series featuring a "wind cooling engine" that enhances cooling efficiency by 120%, targeting a price point under 2000 yuan [4] - Honor's new foldable phone, Magic V5, is positioned as the thinnest and lightest in the industry, featuring advanced AI capabilities and priced starting at 8999 yuan, marking a significant step in its high-end strategy [4] Group 2 - The tablet market is evolving with Huawei's MatePad Pro 12.2, which integrates HarmonyOS 5 and focuses on professional software and AI functionalities, catering to mobile office and creative needs [6] - The wearable segment is also expanding, with iQOO launching the iQOO WATCH GT and OnePlus introducing the OnePlus Watch 3, both targeting specific niches in the market [6] - The competitive landscape is shifting towards technology experience, innovative forms, and ecosystem collaboration, moving beyond traditional parameter comparisons [1]

凤凰网科技讯 北京时间12月7日，据《金融时报》报道， 随着苹果公司迟迟无法在中国这个全球最大智 能机市场推出AI功能，中国手机制造商正借机推广可帮助iPhone用户转投Android阵营的换机应用，以 抢占市场份额。 "中国智能手机厂商在AI开发方面显然动作更快、开放度更高，"咨询公司Omdia的分析师钟晓磊(Lucas Zhong)表示，"虽然这些策略可能需要时间才能带来实质性的用户转化，但它们无疑会给苹果在中国的 业务施加压力。" 中国智能手机市场竞争极为激烈，没有任何一家厂商的份额超过20%。根据研究机构Counterpoint的数 据，曾经的市场领头羊苹果在去年被vivo取代。今年第三季度，vivo的市场份额达到18.5%。苹果、荣 耀、OPPO、小米和华为在第三季度的市场份额都介于13.6%到16.4%之间。 苹果第三季度在华排第六 由于苹果能够无缝顺畅地把文件和应用程序迁移到新设备上，中国手机制造商一直难以吸引苹果用户转 投自家阵营。 苹果AI迟缓创造机会 但是，中国手机制造商现在相信，他们的AI功能以及可折叠手机等创新技术，已使其产品具有足够的 吸引力，能够赢得苹果忠实用户的青睐。 例如，OP ...

Core Insights - The visit of Saudi royal family members, including Princess Abeer Al Saud, to Honor's smart manufacturing factory in Shenzhen represents a new outbound strategy for Chinese manufacturers, aiming to showcase high manufacturing standards and counter the perception of Chinese products as low-end [1][2] - The Middle East is emerging as a competitive battleground for Chinese smartphone manufacturers, with a projected smartphone shipment volume of 13.2 million units by Q2 2025, reflecting a 15% year-on-year growth [1][2] - Honor has achieved a 95% year-on-year increase in shipment volume, capturing a 10% market share in the Middle East, while the overall competition among leading manufacturers remains intense [1][3] Group 1 - The visit to the Shenzhen factory highlights a shift in strategy, focusing on high-end and technologically advanced products rather than entry-level models [1][2] - The factory is recognized as a national-level smart manufacturing demonstration site, with over 85% of its processes automated, showcasing China's manufacturing efficiency and standards [2][3] - The emphasis on AI-driven products and retail expansion aligns with the high internet penetration and affluent consumer base in the Gulf countries, indicating a move away from purely price-based competition [2][3] Group 2 - Honor's latest offerings, including the foldable flagship Magic V5 and AI features, cater to the growing demand for AI-enabled devices in the context of Saudi Arabia's Vision 2030 and the upcoming China-Saudi cultural year [3] - Despite rapid growth, Chinese brands still face a significant gap compared to Samsung's 34% market share, which is supported by its Galaxy A series and financial strategies [3] - The ability of Chinese manufacturers to leverage technology and manufacturing capabilities to penetrate the high-end market will be a key focus in the latter half of the year [3]

Core Insights - Honor has successfully transformed from a mid-range smartphone brand to a leading player in the high-end smartphone market, focusing on AI terminal ecosystems and innovative technologies [1][2][4] Group 1: Market Position and Strategy - Honor's CEO announced the "Alpha Strategy" in March, aiming to transition from a smartphone manufacturer to a global AI terminal ecosystem company, with over $10 billion planned for ecosystem development over five years [2][4] - By Q3 2025, Honor's smartphone shipments in China reached approximately 9.9 million units, ranking fifth in the market, driven by the success of the Honor 400 and X70 series [2] - In the global smartphone market, Honor, along with Samsung, Apple, and Transsion, contributed to a 3% year-on-year increase in shipments, with each brand's shipments rising by over 2 million units compared to 2024 [2] Group 2: High-End Smartphone Market - The high-end smartphone segment, priced above $600, saw an 8% year-on-year increase in sales in the first half of 2025, marking a historical high [3] - The foldable smartphone market is maturing, with Honor capturing a 11.2% market share in China, ranking second, thanks to the performance of the Magic V5 and Magic V Flip series [3] Group 3: AI and Ecosystem Development - Honor's transition to an AI terminal ecosystem company is seen as a forward-looking strategy, with AI becoming a critical competitive factor in the industry [4][8] - The launch of the Magic8 series, which integrates AI capabilities across various scenarios, signifies Honor's commitment to enhancing user experience through AI [4] - Honor's "1×3×N" strategy aims to create a cross-brand, cross-scenario, and cross-device intelligent interconnected ecosystem, leveraging partnerships with companies like Alibaba and BYD [6][8] Group 4: Manufacturing and Global Expansion - Honor established a smart manufacturing production line in just 211 days, with over 85% of processes automated, showcasing high efficiency in smartphone production [9] - Honor's global expansion has accelerated, with operations in over 100 countries, and its foldable smartphones have gained significant recognition in the European market, achieving a 377% year-on-year sales increase in 2024 [9][10] - By December 2024, Honor's overseas sales surpassed domestic sales for the first time, with a 11% year-on-year growth in the European market despite an overall decline in smartphone shipments [10][11]

Core Insights - The article highlights the transformation of Honor from a mid-range internet brand to a leading AI terminal brand over the past five years, coinciding with China's 14th Five-Year Plan [1] - Honor's "Alpha Strategy" aims to invest $10 billion over the next five years to transition from a smartphone manufacturer to an AI terminal ecosystem company [1] Product Evolution - The launch of the Honor Magic8 series marks a significant milestone in the Alpha Strategy, showcasing the successful implementation of edge AI technology in consumer markets [2] - The upcoming Robot Phone, set to debut next year, will integrate AI capabilities, embodied intelligence, and high-definition imaging, representing a fundamental shift in human-computer interaction [4] Industry Expansion - Honor is diversifying its industrial layout, with a focus on smart manufacturing, exemplified by its L4-level smart factory in Shenzhen, which automates over 85% of production processes [5] - The Alpha Global Flagship Store introduces a "front store, back research" model, facilitating collaboration with major partners like BYD and Alibaba [5] Technological Framework - Honor has established a three-layer AI architecture that supports multi-modal perception, personalized reasoning, and automated execution, laying the groundwork for industrial applications [6] - The company plans to achieve over 90% MCP protocol integration by 2025, enhancing cross-device collaboration [6] Ecosystem Development - Honor is transitioning from a smartphone manufacturer to a leading AI terminal ecosystem company, leveraging its "1×3×N" ecosystem strategy to create scale effects [7] - The "YOYO Wish Pool" initiative allows user needs to directly influence product development, ensuring innovation is rooted in real-world scenarios [7] Industry Impact - Honor's ecosystem is fostering a new "unicorn cluster" in Shenzhen, demonstrating the spillover value of its ecosystem and providing a viable path for the transformation of Chinese tech companies [8] Global Strategy - Honor's globalization strategy is evolving from "product export" to "ecosystem establishment," with overseas sales expected to surpass domestic sales this year [9] - The global brand marketing system plays a crucial role in integrating brand strategies into local markets across eight major regions [9] Unique Ecosystem Approach - Honor is exploring a third path distinct from Apple's closed ecosystem and Google's cloud dominance, focusing on edge AI, open platforms, and collaborative scene creation [10] Future Outlook - As Honor approaches its fifth anniversary, its success in launching new terminal forms like the Robot Phone and replicating its edge AI ecosystem globally will be critical for its evolution from participant to leader [11] - The competition in AI terminals is fundamentally about ecosystem competition, with Honor demonstrating the capability of Chinese tech companies to build globally competitive technology ecosystems [12]