Core Insights - The AI industry is undergoing a significant transformation, shifting focus from model parameters and speed to practical application and user integration [1][2] - The concept of "AI landing capability" is emerging as a new benchmark for competition, emphasizing the need for AI to solve real-world problems rather than just showcasing technical prowess [2][3] Group 1: Industry Trends - The global AI industry is at a critical turning point, moving from "thinking" to "acting," indicating a need for AI to transition from theoretical capabilities to practical applications [2] - The diminishing returns of merely competing on model size and algorithm precision highlight the importance of models that can effectively address user needs [2][3] Group 2: Hardware Evolution - Hardware is evolving from a mere shell for models to a personalized extension of AI, becoming essential for integrating AI into daily life [1][3] - The rise of "personalized hardware" is crucial for AI to become a tangible presence in users' lives, enabling frequent interaction and maximizing AI's potential [4][5] Group 3: Strategic Initiatives - Honor's CEO proposed breaking down three critical loops: scene loop, performance loop, and trust loop, to ensure AI is user-friendly, efficient, and reliable [5][6] - The collaboration between Honor and China Mobile aims to deepen the integration of AI into everyday scenarios, showcasing the importance of hardware as the first point of contact for AI services [6][7] Group 4: Future Outlook - Honor plans to launch the Magic V5, which will embody advanced AI capabilities, positioning it as a leading AI smartphone [7] - The future of AI competition will favor those who can seamlessly integrate technology into users' daily experiences, creating a complete ecosystem of interaction [7]

在2025上海世界移动通信大会期间，中国移动与荣耀宣布AI终端战略合作，将集成双方在产品、技 术、品牌、生态方面的能力，基于荣耀X70i机型推出深度定制AI手机产品。（界面） ...

Core Viewpoint - The collaboration between China Mobile and Honor aims to leverage AI technology to create innovative AI terminal products, marking a significant shift in the industry landscape and enhancing user experience through smart services [1][3][5]. Group 1: Strategic Collaboration - China Mobile and Honor have launched a strategic partnership focused on AI terminals, with the goal of exploring new opportunities in the AI terminal market [1][6]. - The partnership emphasizes the integration of both companies' strengths in product, technology, brand, and ecosystem to develop customized AI smartphone products [5][6]. Group 2: AI Technology Integration - The collaboration will utilize China Mobile's "Nine Sky" large model and Honor's "Magic" model to create a seamless service experience for users [5]. - The YOYO smart life assistant will be integrated with China Mobile's eight specialized ecological scenarios, providing personalized services such as travel planning and financial reports [5]. Group 3: Product Features and User Experience - The Honor X70i will feature an AI one-click access function, allowing users to quickly access various services and functionalities, enhancing the overall AI experience [5]. - Users will benefit from features like one-click cleaning, payment code retrieval, and real-time translation during voice calls, making AI services more accessible [5]. Group 4: Market Strategy - The partnership aims to create a comprehensive AI terminal ecosystem that promotes deep collaboration between multiple devices and systems, enhancing user convenience and intelligence [6]. - China Mobile plans to leverage its extensive network and operational capabilities to drive the sales of AI terminal products, positioning them as industry benchmarks [6].

换帅近4个月后，荣耀再次迎来了大规模人事变动。 近期，荣耀在内部实行"雄鹰计划" ，对关键岗位采用"竞聘上岗" ，目前38个中国区关键岗位主管中45%有所调整，荣耀新商业模式拓展部总裁倪嘉 悦等高管将离职。 大规模调整体现出荣耀的"焦虑"：自从华为回归和赵明退位后，该品牌的销量始终萎靡——最近，多家调研机构发布的数据都显示，今年一季度， 荣耀在中国的市场份额依然是Others。例如市场调研机构Canalys数据，称2023年第三季度之后，荣耀在中国市场的份额一路下滑，截至目前已经 连续六个季度环比下滑，连续两个季度跌出了前五。 荣耀也在产品端"变阵"：今年4月以来，该品牌推出了多款性价比新品，试图拉升市场份额。不过一款定位电竞性能的旗舰机遭遇安兔兔"跑分造 假"质疑，为其扭转销量蒙上阴影。 为了讲好上市的新故事，新任CEO李健提出了向AI终端生态公司转型的新战略。但目前来看，该战略的转型还未能体现在销量上。 新浪科技梳理发现，包括IDC、Counterpoint等多家调研机构发布的数据都显示，今年一季度，荣耀在中国的市场份额均跌出前五，属于Others行 列。其中，Counterpoint的数据显示，今年一季 ...

Core Insights - The smartphone industry is undergoing an AI revolution, with manufacturers increasingly integrating AI features into their new products, marking a shift from traditional hardware innovation to AI-driven functionalities [2][5][14] - IDC forecasts a dramatic increase in AI smartphone shipments in China, with a year-on-year growth of 591% in 2024, and a penetration rate rising from 3% in 2023 to 22% [4] - The competition among smartphone manufacturers is shifting from hardware specifications to AI capabilities, emphasizing the need for end-to-end AI design from chips to operating systems [8][13] Group 1: Industry Trends - The AI smartphone market is expected to reach 1.18 billion units by 2025, accounting for 40.7% of the overall market [4] - High-end smartphones priced above $600 are projected to exceed 30.9% of the market share, with AI features contributing 75% of their premium pricing [4] - The average replacement cycle for smartphones has extended to 51 months, prompting manufacturers to focus on AI to drive consumer upgrades [5] Group 2: Technological Developments - The new generation of smartphones must feature advanced AI capabilities, including large model computing power, system-level AI integration, and proactive service in various scenarios [8][16] - AI's impact on imaging technology is significant, with innovations allowing for real-time analysis and optimization of images, enhancing capabilities beyond traditional photography [10][11] - The relationship between hardware manufacturers and AI developers is evolving, with companies like Qualcomm and Huawei creating ecosystems that support AI development and deployment [17][22] Group 3: Competitive Landscape - Major smartphone manufacturers are divided into three camps: Apple, Huawei, and an open ecosystem represented by brands like Xiaomi and Honor, each pursuing different AI strategies [20][22] - Huawei is positioned to lead in the AI smartphone market due to its strong R&D investment and technological capabilities in AI chipsets and cloud collaboration [22][23] - The future of smartphones may not solely rely on traditional devices, raising questions about the evolution of AI-native smart devices beyond current smartphones [23][24]