11月19日，南都湾财社记者从荣耀方面获悉，日前一场特殊的"探厂"行程在深圳展开，包括Abeer Al Saud公主在内的沙特王室成员，来到位于深圳坪山的荣耀智能制造工厂，近距离探访了中国智能手机制 造产线。 与以往的观光打卡不同，中国厂商此次主动向中东高净值圈层"亮家底"、开放核心生产线，被业内视为 一种新的出海策略：意在通过展示国家级"智造"标准，消除海外市场对中国产品"低端廉价"的刻板印 象，为冲击高端市场提供信任背书。 这一策略升级的背景是，中东正继东南亚、拉美之后，成为中国手机厂商角逐全球的新一轮角斗场。 （文章来源：南方都市报） Canalys分析师Pravinkumar指出，荣耀的增长得益于契合当地消费者的AI驱动产品定位以及零售扩张。 业内分析认为，中东地区尤其是沙特、阿联酋等海湾国家，拥有极高的互联网普及率及高净值人群，单 纯的"性价比"策略已难奏效，折叠屏、AI大模型及高端制造工艺成为新的竞争高地。 上述沙特王室探访深圳智能制造产线便是这一趋势的缩影。值得注意的是，此次行程的重心并非传统的 旅游景点，而是位于深圳坪山的智能制造工厂。据了解，该工厂自动化工业流程占比超85%，是国家级 智能制 ...

11月17日，荣耀迎来了自己的"五岁生日"。 回顾荣耀的五年，从一度跌出中国市场前五到重返前列，从专注智能手机制造到押注AI终端生态，荣耀以坚韧破局之势，打造出高质量发展的"荣耀样 本"。 五年前，在消费者认知中是定位中低端的互联网品牌。历经五年深耕，今天的荣耀，品牌认知已经发生了根本性转变。特别是在面对苹果即将入局折叠屏 市场，以及人形机器人催生的万亿元级市场新蓝海，荣耀通过以"技术为核，生态为翼"的方式，在全球高端手机市场与新兴赛道上抢先发力，实现从破局 到立势的跨越。 荣耀重回中国市场前列 领跑折叠屏市场 今年上半年，荣耀曾一度跌出中国市场前五。面对上述局面，荣耀CEO李健3月在世界移动通信大会上发布"阿尔法战略"，宣布从"智能手机制造商"向"全 球领先的AI终端生态公司"转型，并计划在五年内投入超100亿美元用于生态建设，从打造智慧手机、构筑智慧生态，到共建智慧世界。 5月，荣耀400新品发布会现场启动"全球百万雄鹰计划"，面向全球吸纳技术领军人才、销售精英及优秀毕业生，并邀请万名用户体验官共同参与产品优化 与生态共建，标志着荣耀在AI时代的人才战略迈入全新阶段。 在完成战略、产品以及团队组织的变革调 ...

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]

Core Insights - Honor has announced the launch of its flagship product, the Honor Magic 8 series, alongside the new AI operating system, MagicOS 10, marking a significant step in its evolution as a company [1][10] - The company aims to redefine the smartphone experience by integrating advanced AI capabilities, positioning itself at the forefront of the AI Phone era [10][11] Product Launch - The Honor Magic 8 series features a unique AI function called "YOYO sees," which allows users to interact with their environment and perform tasks such as online shopping and Wi-Fi connection through voice commands [3][5] - The new MagicOS 10 is built on Honor's self-developed MagicGUI multimodal perception model, enabling the AI to execute tasks across 3,000 scenarios, a significant increase from 200 scenarios just a few months prior [5][6] AI Integration - The self-evolving AI capabilities of the Honor Magic 8 are designed to continuously improve through user interaction, contrasting with traditional AI assistants that reach a performance ceiling upon release [6][11] - The company envisions a future where AI not only enhances smartphone functionality but also transforms consumer behavior and creates new service models, similar to the impact of smartphones on various industries [11][12] Strategic Vision - Honor is transitioning from a smartphone manufacturer to a leading AI terminal ecosystem company, with plans to invest over $10 billion in AI terminal development over the next five years [12][14] - The CEO emphasized that the advancements in AI technology will not only enhance user experience but also drive significant changes in lifestyle and consumption patterns [11][14]

Core Insights - China Telecom and Samsung Electronics launched the new high-end foldable smartphone, the Samsung W26, featuring upgraded Snapdragon 8 Gen 2 platform and satellite communication capabilities [1] - The foldable smartphone market in China is rapidly growing, with a need for innovation across hardware, software, and materials to transition from niche to mainstream [1] - The global foldable smartphone market is expected to see significant growth, with a forecasted shipment of 15.2 million units in 2025 and a 51% increase in 2026 [3] Industry Trends - The foldable smartphone market is currently in an early growth stage, primarily targeting high-end segments due to cost constraints [3] - The hinge technology has become a critical barrier to success in the foldable smartphone market, with increasing demand expected to drive the hinge industry forward [3][4] - The global market value for foldable smartphone hinges is projected to reach $1.2 billion by 2025, driven by the anticipated release of foldable products from major brands like Apple [4] Company Developments - Jiangsu Jingyan Technology is enhancing its hinge solutions through a dual-driven approach, focusing on lightweight and durable components to improve the reliability of foldable smartphones [4] - The company emphasizes the potential market growth for foldable smartphones as software ecosystems mature and innovative applications are explored [4] - Despite progress, the domestic hinge industry faces challenges in high-end technology and manufacturing capabilities, necessitating further innovation to close the gap with international standards [5]

Core Viewpoint - The article discusses the controversies surrounding Luo Wei, the Chief Imaging Engineer of Honor, particularly his inappropriate responses to criticism regarding the photo quality of the Honor Magic8 Pro, which may impact the company's goal of returning to the top three in the domestic smartphone market by the end of the year [3][5][14]. Group 1: Controversy and Criticism - Luo Wei has faced backlash for publicly insulting netizens who criticized the night photos taken by the Honor Magic8 Pro, raising concerns about his professionalism as a senior executive [5][7]. - The incident occurred after Luo Wei showcased the phone's night photography capabilities, but many users felt the quality did not meet expectations [5][14]. - Following the backlash, Luo Wei suggested that he was being attacked by "water army" online, implying that the criticism was not genuine [9][12]. Group 2: Company Goals and Market Position - Honor is currently aiming to recover from a sales slump and has set a target to return to the top three in the Chinese smartphone market by the end of this year [14][16]. - As of the second quarter, Honor ranked sixth in the Chinese smartphone market, with a year-on-year shipment decline of 19% [16]. - The upcoming release of the Honor Magic8 series is crucial for the company's performance and its ability to achieve its market goals [14][17]. Group 3: Strategic Changes and Initiatives - Honor has initiated several internal changes, including the "Eagle Plan," which involves restructuring key positions within the sales and service departments [17]. - The company has also launched the "Global Million Eagle Plan" to recruit top talent and enhance its workforce [17]. - Honor has introduced multiple new products this year, including the Honor Power, Honor GT Pro, and Honor Magic V5, with the Magic8 series being particularly significant for the second half of the year [17].

Core Insights - The article highlights the integration of AI in the workplace, showcasing how tools like YOYO can enhance productivity for new professionals [2][3][4] - Honor's recruitment activities aim to connect with young talent across major universities, emphasizing the role of AI in reducing workload and improving efficiency [1][5] Group 1: AI Integration in the Workplace - AI is rapidly becoming a new type of "productivity system," with 60% of office workers globally using AI tools, leading to self-reported productivity increases of 64% and job satisfaction improvements of 81% [2] - YOYO's functionality allows users to generate presentations quickly, addressing common challenges faced by new employees in preparing reports [2][3] Group 2: Honor's Recruitment Strategy - Honor's recruitment events cover 120 universities across 21 provinces and 27 cities, targeting top institutions to attract talent [1] - The interactive AI demonstrations at recruitment events provide a hands-on experience for students, illustrating how AI can alleviate work burdens and empower personal growth [5][6] Group 3: Brand Philosophy and Future Vision - Honor's CEO emphasizes that the AI capabilities of products like Magic V5 are designed to save users time and enhance their personal space, promoting a balance between efficiency and well-being [4] - The brand's philosophy of "releasing potential and soaring freely" reflects its commitment to integrating AI into everyday life, enabling individuals to explore new opportunities [4][5]

Group 1 - The foldable smartphone market is becoming a vibrant growth area, with a projected 37% year-on-year increase in sales in Europe for 2024 [1] - Chinese manufacturers are rapidly rising in this market, with Honor, OnePlus, and Transsion launching their own foldable smartphones, leading to Samsung's market share dropping from 98% in 2022 to 73% in 2023 [1] - Honor is recognized as the fastest-growing brand in the European foldable smartphone market, with a staggering 377% year-on-year sales growth and a market share increase to 34% [1] Group 2 - Honor's Magic V5, launched on August 28, 2025, aims to reclaim technological leadership with its lightweight design and advanced features [3] - The Magic V5 features the world's first on-device voice large model, enabling real-time translation in multiple languages without the need for internet connectivity [5] - Honor's commitment to R&D is evident, with over 70% of its global team focused on innovation, filing over 300 patents monthly, and achieving an R&D revenue ratio of 11.5% [5] Group 3 - Honor's expansion into Southeast Asia, particularly Indonesia, has resulted in a 121% year-on-year increase in smartphone shipments in Q2 [6] - The company is breaking into high-end markets with a combination of robust hardware and intelligent software, supported by a user-centered and research-driven innovation system [6] - The journey from following to leading in niche markets reflects the strategic determination of Chinese tech firms to innovate and compete globally [6]

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]

Core Insights - Shenzhen's 45th anniversary highlights its high-quality development driven by leading companies like Huawei, Honor, BYD, and ZTE, forming a resilient economic foundation through a modern industrial cluster [1] - The city is focusing on smart manufacturing as a key area for industrial upgrading, with AI playing a crucial role in enhancing productivity and efficiency [1] Group 1: Smart Manufacturing and AI Integration - Shenzhen's industrial robot production has seen over 40% growth, with humanoid robots being applied in real-world scenarios, showcasing the city's advancements in smart manufacturing [1] - Honor's new foldable flagship Magic V5 exemplifies the integration of AI in overcoming precision challenges in manufacturing, achieving a remarkable assembly accuracy of 0.003 millimeters [2][3] - The Honor smart manufacturing industrial park, recognized as the first national-level smart manufacturing demonstration factory in the smartphone industry, has over 85% of its production processes automated [3] Group 2: Collaborative Innovation in the Industry - The collaborative development model among companies, such as Honor's partnership with industry chain partners, is crucial for tackling industry challenges and enhancing innovation capabilities [2] - The AI-driven manufacturing system at Honor's factory transforms traditional craftsmanship into replicable algorithms, significantly improving production efficiency and quality control [3] Group 3: Investment and Growth Trends - Shenzhen's industrial technology transformation investment is projected to grow by 61.8% year-on-year in Q1 2025, indicating a strong shift towards high-end, intelligent, and green manufacturing [5] - The robot industry in Shenzhen is thriving, with the total output value surpassing 200 billion yuan in 2024, reflecting a 12.58% year-on-year growth [6] Group 4: Ecosystem and Industrial Clusters - The strategic focus on building a "chain master" and collaborative industrial ecosystem is essential for Shenzhen's future competitiveness, with leading companies like Honor playing a pivotal role [6][8] - The presence of over a thousand national-level specialized and innovative "little giant" enterprises in Shenzhen contributes to a vibrant industrial ecosystem, enhancing resource allocation and innovation [8][9] - Shenzhen's "20+8" industrial cluster policy is accelerating the formation of a world-class smart terminal industry cluster, integrating both hardware and software innovations [9]