Core Viewpoint - Huawei's launch of the Mate XTs Extraordinary Master showcases significant advancements in foldable smartphone technology, particularly with the integration of the Kirin 9020 chip and HarmonyOS 5.1, highlighting the company's confidence in the domestic chip industry [1][12]. Group 1: Product Features - The Mate XTs Extraordinary Master features a new design with a sand gold color scheme and upgraded lens module, available in four colors, enhancing its aesthetic appeal [3]. - It boasts the largest foldable screen at 10.2 inches and is one of the thinnest smartphones, measuring only 3.6 mm at its thinnest point, thanks to innovative hinge technology [3]. - The device offers a PC-like experience with multi-window functionality, allowing users to operate multiple applications simultaneously, significantly improving productivity [5]. Group 2: Software and Ecosystem - Huawei has collaborated with various app developers to optimize applications for the large screen, ensuring a rich and efficient user interface across different app categories [7]. - The integration of AI capabilities in the HarmonyOS enhances user experience, providing personalized travel planning and voice editing features [9]. - The introduction of a new stylus expands interaction methods, allowing users to annotate, highlight, and take notes easily, further enhancing the device's utility [9]. Group 3: Market Position and Impact - According to IDC, Huawei holds a 75% market share in the Chinese foldable smartphone market, with cumulative shipments exceeding 10 million units, marking a significant milestone [12]. - Huawei's continuous innovation not only strengthens its market position but also drives the overall development of the foldable smartphone industry, setting higher standards for competitors [13]. - The launch of the Mate XTs Extraordinary Master signifies a shift towards the maturity of foldable technology, indicating a new phase of widespread adoption in the market [13].

Core Insights - Huawei has launched the Mate XTs, the first foldable smartphone equipped with HarmonyOS 5.1, marking a significant advancement in mobile technology [1][3] - The integration of HarmonyOS aims to create a unified ecosystem that enhances user experience by breaking down barriers between devices and applications [3][14] - The new device supports a range of PC applications, allowing users to experience PC-level functionality on a mobile device, thus redefining productivity [4][6] Product Features - The Mate XTs offers seamless transitions between single, dual, and triple screen modes, enhancing multitasking capabilities [4][6] - Applications like Feishu and Wind Financial Terminal have been optimized for the Mate XTs, enabling complex tasks that were previously limited to PCs [7][8] - The device's ability to run PC applications natively on a mobile platform represents a significant leap in mobile productivity [6][7] Ecosystem Development - HarmonyOS has surpassed 14 million devices and boasts over 30,000 applications, indicating a robust growth in its ecosystem [1][9] - The platform encourages developers to create applications that adapt to various devices, reducing development costs and improving efficiency [8][10] - Partnerships with various industries, including finance and gaming, showcase the collaborative spirit of the HarmonyOS ecosystem [9][11] Market Positioning - HarmonyOS aims to challenge the dominance of existing operating systems like Windows, Android, and iOS by offering a more integrated and flexible solution [3][15] - The launch of the Mate XTs and other devices signifies a shift in the Chinese tech industry towards creating a comprehensive ecosystem rather than merely replicating existing technologies [14][15] - The focus on user experience and developer collaboration positions HarmonyOS as a forward-thinking platform in the global operating system landscape [15]

Core Viewpoint - The launch of HarmonyOS 5.1 marks a significant advancement in Huawei's self-developed operating system, aiming to enhance user experience through seamless integration across devices and improved performance [1][9][13] Performance Optimization - HarmonyOS 5.1 features substantial performance enhancements, including faster application launch speeds and improved multitasking capabilities, exemplified by the Mate 70 maintaining smooth operation with multiple large applications open [2][4] - The system's real-time window function has been upgraded to provide clearer delivery progress and estimated arrival times for services like food delivery and ride-hailing [2][4] AI Capabilities - The introduction of AI features such as AI magic photo editing allows users to manipulate elements within photos easily, while AI portrait enhancement optimizes facial details and skin tones [4] - The upgrade of the Xiao Yi intelligent assistant enhances user interaction with more natural dialogue and visual effects [4] Ecosystem Development - The success of an operating system heavily relies on its ecosystem, and HarmonyOS has garnered support from over 30,000 native applications and services, with major apps like WeChat and Douyin adapting to the platform [4][9] - The ecosystem is experiencing rapid growth, with over 1 billion devices running HarmonyOS and more than 8 million developers engaged in application development [9] Technological Innovation - HarmonyOS 5.1 introduces system-level capabilities that enhance user experience, such as direct camera access in WeChat and improved video creation tools in Douyin [7][13] - The system fosters a positive feedback loop between applications, scenarios, and the operating system, enhancing overall user engagement [7] Strategic Shift - The upgrade signifies a paradigm shift in operating system competition, focusing on "system-level AI, scenario innovation, and ecosystem co-construction" to create a differentiated competitive edge [13] - As the global operating system market matures, HarmonyOS aims to redefine user and developer engagement through enhanced ecosystem value [13]

Core Viewpoint - Huawei officially launched its first HarmonyOS AI smartwatch on June 11, featuring HarmonyOS 5.1 and an NPU processing unit, supporting various smart gesture operations and introducing the X-TAP smart sensing window for fingertip health monitoring [1] Group 1 - The smartwatch is equipped with HarmonyOS 5.1, indicating Huawei's commitment to its proprietary operating system [1] - The inclusion of an NPU processing unit enhances the device's AI capabilities, allowing for more advanced functionalities [1] - The introduction of the X-TAP smart sensing window marks a significant innovation in health monitoring technology, enabling fingertip health detection [1]