Core Insights - Jiang Hairong, former CMO of Honor in China, has recently joined Changan Automobile as the CEO of its subsidiary, Deep Blue Automotive [1] - Honor announced Jiang's resignation from his position as CMO in January this year, effective immediately [1] - Jiang Hairong has a long history with Huawei, having joined in 2005 and held various positions, including Director of Mobile Product Engineering and Head of Product Marketing for Honor [1] Company Developments - Jiang Hairong's transition to Changan Automobile marks a significant leadership change within the company [1] - The lack of response from both Changan Automobile and Jiang Hairong regarding this transition indicates a potential strategic shift within the company [1] Industry Context - Jiang's experience in product marketing and management at Huawei and Honor may bring valuable insights and strategies to Deep Blue Automotive [1] - The automotive industry is witnessing increased competition and innovation, making leadership changes critical for companies aiming to enhance their market position [1]

Core Insights - The smartphone market in Latin America is projected to see a 2% year-on-year growth in shipment volume, reaching 34.3 million units by Q2 2025 [1] Company Performance - Xiaomi ranks second with shipments of 6.7 million units, achieving an 8% year-on-year increase, marking a historical high [1] - Honor's shipments surged by 70% to 2.9 million units, entering the top four for the first time and setting a new record [1] - Transsion ranks fifth with shipments of 2.4 million units, experiencing a 23% year-on-year decline [1] Market Dynamics - Xiaomi's growth is primarily driven by the performance of the Redmi A5 and 14C 4G models, particularly in Argentina, Colombia, and Central America [1] - Honor's breakthrough in Central America is attributed to the X series, Magic7 Lite, and 400 series, with the region surpassing Mexico to become Honor's largest market in Latin America [1]

Group 1 - The new CEO of Honor, Li Jian, emphasizes a collective leadership approach and shares personal stories to connect with the audience, highlighting the company's focus on technology and humanistic values [1][3][4] - Honor is currently facing challenges due to increased competition from Huawei and a decline in market share, but the rise of AI technology presents an opportunity for transformation into an AI terminal ecosystem company [3][7][10] - Li Jian's confidence stems from his extensive experience at Huawei, where he held various leadership roles, and he believes that the company can achieve a turnaround despite current challenges [5][10][11] Group 2 - Honor's market share in China has been declining, with a drop from 16% in Q1 2024 to being categorized as "others" by Q4 2024, and a 12.8% year-on-year decrease in shipment volume [7][10] - The company is undergoing significant internal restructuring, with 45% of key positions in the China region being reassigned through a competitive process, indicating a focus on enhancing organizational effectiveness [9][10][11] - The launch of the Honor 400 series aims to strengthen the company's position in the mid-range smartphone market, featuring advanced technology and competitive pricing [12][13] Group 3 - Li Jian outlines a strategic framework for transformation, termed "433," which includes four types of thinking, three driving forces, and three main lines of change, focusing on elevating business capabilities [8][10] - The "Alpha Strategy" aims to transition Honor from a smartphone manufacturer to an AI terminal ecosystem company, with a focus on collaboration and innovation in AI technology [15][16] - Honor has initiated the "Global Million Eagle Plan" to recruit top talent and enhance brand strength, recognizing the need to improve its market position against competitors like Huawei and Apple [15][17]

"无曲屏，不高端"，在过去的高端旗舰市场中，这几乎是属于刻板印象化的认知。而随着曲屏手机市场 不断下沉，消费者对曲屏逐渐祛魅了，反而呼吁厂商在旗舰产品上采用直屏设计。与此同时，在6.7英 寸-6.9英寸大屏盛行的当下，也有着一部分消费者，对于小屏手机（6.3英寸以下），有着不小的需求。 当然，我们的厂商也是听劝的。从以前大曲度的曲屏，到后来的四等深微曲屏，再到如今各大旗舰与次 旗舰纷纷用上了直屏设计，直屏化的趋势早已预见。而小屏手机，自然也是性能、影像、续航等各项技 术成熟后的必然趋势，更是满足消费者多样化选择的一种产品定位。 ·直屏回归，重构屏幕的实用体验 从去年Q4开始，旗舰手机的标准版基本都用上直屏设计，最明显的比如荣耀Magic7和 OPPO Find X8 。 即使是它们的Pro版本，也不再是真正意义上的曲屏，而是采用更接近直屏的四等深微曲屏设计。旗舰 尚且如此，更何况是次旗舰，也都纷纷有了直屏的选项，这里就不再过多举例了。 关注手机设计的朋友应该也都知道，直屏相较于曲屏，存在很多体验上的优势。比如：耐用性更高、贴 膜难度更低、误触率更低、生产成本更低等等。同时，现如今LTPO基板直屏技术等技术的突 ...