Core Viewpoint - Huawei's new ultra-thin smartphone, Mate70 Air, has been launched for pre-sale starting at 4199 yuan, featuring the Kirin 9020A/B processor and HarmonyOS 5.1, positioning itself against Apple's iPhone Air [1][3][9] Product Specifications - The Mate70 Air is equipped with either the Kirin 9020A processor with 16GB RAM or the Kirin 9020B with 12GB RAM, differing from the previously launched MateXTs which used the Kirin 9020 processor [3] - The device has a thickness of 6.6mm and weighs approximately 208 grams, compared to the iPhone Air's 5.6mm thickness and 165 grams weight [3] - The screen ratio of Mate70 Air is 18.8:9, closely resembling Huawei's Pura X [5] Competitive Features - Mate70 Air boasts features such as a 6500mAh battery for extended battery life, a "Red Maple Imaging" system with ultra-wide and telephoto lenses, and stereo sound, which are not available in the iPhone Air [5] - However, it sacrifices some specifications compared to the Mate70 Pro series, including the absence of wireless charging and a lower camera configuration [5] Pricing Strategy - The starting price of Mate70 Air is 4199 yuan for the 12GB+256GB version, which is 900 yuan lower than the standard Mate70 and 1600 yuan lower than the Mate70 Pro [5] Market Context - According to Omdia, the Chinese smartphone market saw a 3% year-on-year decline in Q3, with Huawei ranking second in shipments at 10.5 million units, holding a 16% market share, while Apple was the only brand among the top five to show growth [10]

Core Viewpoint - Huawei has solidified its position as the leader in the foldable smartphone market with the launch of the new Huawei Mate XTs, featuring the Kirin 9020 processor and a price reduction, enhancing its market competitiveness [2][3]. Group 1: Product Launch and Features - Huawei introduced the new generation of its foldable smartphone, the Mate XTs, at a recent event, showcasing the Kirin 9020 processor for the first time in four years [2]. - The Mate XTs features the HarmonyOS 5.1, achieving a 36% performance improvement through system-level optimizations and cloud collaboration [2]. - The device integrates PC-level applications, enhancing productivity across various fields such as finance and design, marking a significant evolution in the foldable smartphone ecosystem [2]. Group 2: Market Position and Sales - The starting price of the Mate XTs is set at 17,999 yuan, which is 2,000 yuan lower than its predecessor, making it more accessible and likely to expand market reach [3]. - Huawei captured 75% of the foldable smartphone market share in the first half of the year, with 3.74 million units shipped, indicating a dominant market presence [3][6]. - The company has released over ten foldable smartphone models, establishing a comprehensive product line that includes various folding mechanisms [3]. Group 3: Competitive Landscape - The foldable smartphone market is expected to become more competitive, with Apple planning to release its first foldable device next year and Samsung also entering the three-fold category [4]. - Huawei's focus on foldable technology is seen as a strategic move to regain lost market share while maintaining its high-end market advantage [5]. Group 4: Future Projections - IDC forecasts that global foldable smartphone shipments will reach approximately 19.83 million units by 2025, with a compound annual growth rate of 7.8% expected through 2029 [6]. - Huawei's return to the top of the Chinese smartphone market, with an 18.1% share in Q2 2025, marks a significant milestone after four years [8].

Core Insights - Huawei launched its new flagship smart screen product, MateTV, during the Mate XTs product release event on September 4 [1] - The MateTV features upgrades in performance, interaction, and audio-visual experience [1] Product Details - The MateTV is powered by the HarmonyOS 5.1 and is available in multiple sizes: 65 inches, 75 inches, 85 inches, and 98 inches [1] - Innovative interaction technologies include Huawei Lingxi floating touch control and Huawei Lingxi handwriting kit, enabling "mobile-level interaction" [1] - The display utilizes SuperMiniLED black diamond technology [1] Pricing and Availability - The MateTV will be available for sale starting September 26, with a suggested retail price starting at 8,999 yuan [1]

Core Insights - Huawei has launched the second generation of its foldable smartphone, Mate XTs, featuring the Kirin 9020 chip and HarmonyOS 5.1, achieving a 36% performance improvement [1] - The new device integrates PC-like applications and multitasking capabilities, allowing users to manage multiple windows efficiently, enhancing mobile productivity [1] - Huawei remains the only manufacturer to achieve mass production of tri-fold smartphones in the industry [1] Market Position - The Mate XTs will officially go on sale on September 12, starting at a price of 17,999 yuan [2] - According to IDC, Huawei is projected to capture 75% of the Chinese foldable smartphone market share by the first half of 2025, with nearly 500,000 units of tri-fold phones sold [2] - The overall foldable smartphone market in China is expected to reach 9.47 million units by 2025, indicating strong growth [2] Ecosystem Development - The number of devices running HarmonyOS 5 has surpassed 14 million, up from 12 million recently, showcasing rapid ecosystem growth [2] - Major internet applications have adapted to HarmonyOS, with additional mid-tail applications being integrated, indicating a robust and user-friendly ecosystem [2]

Core Insights - Huawei's Pura 80 digital version was officially launched on July 30, generating significant consumer interest and anticipation [1][15] - The launch coincides with the peak summer shopping season and the back-to-school and job entry periods, which are expected to drive demand for new devices [3][15] Product Features - The Pura 80 digital version targets young consumers with its unique color options and design, enhancing user experience with features like fingerprint-resistant velvet glass [5][15] - The imaging capabilities include a Red Maple Original Color Imaging System and XMAGE style filters, allowing users to capture and personalize their photos effectively [8][10] - The device is equipped with the HarmonyOS 5.1, providing a smooth and efficient user experience, along with interactive features that enhance daily usage [12] - The Pura 80 digital version boasts strong battery life, making it suitable for both daily commutes and long trips [15] Market Position - According to Counterpoint Research, Huawei achieved a 17.6% year-on-year growth rate in Q2 2025, leading the market share due to strong performance in mid-to-high-end models [3] - The timing of the Pura 80 digital version's release is strategically aligned with increased consumer demand from graduating students and new job entrants [15][17] Promotional Offers - Consumers purchasing the Pura 80 digital version in Huawei's offline stores can enjoy various promotional benefits, including discounts and exclusive gifts [17]

Core Viewpoint - Huawei Pura 80 Digital Edition has officially launched, attracting significant consumer attention due to its outstanding product features and appealing purchase incentives, leading to high foot traffic in offline stores [1][18]. Product Features - The Huawei Pura 80 Digital Edition features a unique design with a lightweight flat screen and a back made of velvet glass, providing an excellent visual and tactile experience while being fingerprint-resistant [4]. - It incorporates advanced imaging technology, including the Red Maple Original Color Imaging and XMAGE style color cards, which enhance color accuracy and provide a high-quality portrait experience [8]. - The device runs on HarmonyOS 5.1, offering a smooth and user-friendly experience with new AI features such as continuous translation and smart sharing options [11]. - It boasts impressive battery life with a large battery capacity, supporting 66W wired and 50W wireless fast charging, alleviating concerns about battery anxiety [15]. Market Timing and Consumer Demand - The launch of Huawei Pura 80 Digital Edition is strategically timed to coincide with the third quarter, a peak sales period for smartphones, particularly among young consumers such as students and new professionals [17]. - The device is designed to meet the needs of students for both educational and entertainment purposes, while also appealing to young professionals seeking stylish and high-performance smartphones [17]. Promotional Offers - Consumers purchasing the Huawei Pura 80 Digital Edition in offline stores can receive attractive promotional gifts, including accessories valued at over 900 yuan and discounts on services, enhancing the overall value proposition [17]. Industry Impact - The launch of Huawei Pura 80 Digital Edition is expected to stimulate the mid-to-high-end smartphone market and boost consumer confidence in the electronics market, potentially benefiting the related supply chain [18].

Core Viewpoint - Huawei's Pura 80 series represents a significant advancement in imaging technology while maintaining the same pricing strategy as its predecessor, Pura 70, aiming to compete directly with Apple in the high-end smartphone market [2][3][4]. Pricing Strategy - The Pura 80 series continues the "add more without raising prices" approach, with the Pura 80 Pro starting at 6499 yuan, Pro+ at 7999 yuan, and Ultra at 9999 yuan, reflecting a commitment to high value [2][3][11]. - Last year's Pura 70 series faced sales challenges due to pricing, leading to a price drop after seven months, which improved sales significantly [11]. Technological Advancements - The Pura 80 series features a one-inch main camera sensor across all models, with significant improvements in imaging capabilities, including a 200% increase in real-time data processing and a 41% enhancement in AI HDR performance [7][16]. - The Pura 80 Ultra introduces a unique "one lens dual long-focus structure," which allows for advanced imaging capabilities, although it presents manufacturing challenges [9][8]. Operating System Integration - All models in the Pura 80 series are equipped with HarmonyOS 5.1, enhancing user experience and integrating advanced features such as AI-driven recommendations for photography [4][16]. - The new operating system has led to a 36% improvement in overall performance and a 47% increase in operational smoothness compared to the previous generation [17]. Market Positioning - Huawei's market share in the high-end segment (over $600) has grown to 38%, showing a 69% year-on-year increase, while Apple has seen a decline [18]. - The company aims to strengthen its ecosystem through the HarmonyOS, targeting 100,000 applications as a sign of ecosystem maturity by 2025 [18].

Core Viewpoint - Huawei's Pura 80 series represents a significant advancement in imaging technology while maintaining the same pricing strategy as its predecessor, Pura 70, aiming to compete directly with Apple in the high-end smartphone market [2][3][4]. Group 1: Product Launch and Pricing Strategy - Huawei officially launched the Pura 80 series on June 11, featuring three models: Pura 80 Pro starting at 6499 yuan, Pura 80 Pro+ at 7999 yuan, and Pura 80 Ultra at 9999 yuan [2]. - The Pura 80 series continues the "add more without raising prices" strategy, which reflects Huawei's confidence in the product's capabilities and aims to enhance channel performance [3][10]. Group 2: Technological Innovations - The Pura 80 series features significant advancements in imaging technology, including a one-inch main camera sensor and the introduction of the "one lens dual focus" periscope telephoto lens in the Ultra model, which is a first in the industry [7][8]. - Huawei has invested heavily in R&D, with a total of 12.49 billion yuan over the past decade, and 1.797 billion yuan in 2024 alone, accounting for 20.8% of its annual revenue [6]. Group 3: Market Position and Sales Strategy - The Pura 80 series aims to leverage the high school examination season to boost sales, with promotional activities targeting students and their parents [11][12]. - Huawei's market share in the high-end segment (over $600) reached 38% in Q1 2025, showing a 69% year-on-year growth, while Apple’s market share declined by 9% to 43% [17]. Group 4: Software Integration and Ecosystem Development - The Pura 80 series is equipped with the HarmonyOS 5.1, enhancing user experience and integrating various smart devices within Huawei's ecosystem [4][15]. - The new HarmonyOS features, including an upgraded AI assistant, aim to improve user interaction and expand the ecosystem's capabilities [16].

Core Viewpoint - Huawei's launch of the Pura 80 series smartphone, featuring the HarmonyOS 5.1 operating system, marks a significant step in its innovation and ecosystem development, aiming to reclaim its position in the high-end smartphone market [1][2]. Group 1: Product Launch and Features - The Pura 80 series is the first high-end direct-screen smartphone equipped with a dual-lens telephoto camera and HarmonyOS 5.1 [1]. - The smartphone features an upgraded eighth-generation ISP and a one-inch RYYB large sensor, enhancing real-time data processing capability by 200%, AI color engine capability by 120%, AI noise reduction by 113%, and AI real-time HDR by 41% [1]. - The Pura 80 series is positioned as a key flagship product in the mid-to-high-end market, crucial for Huawei's strategy to regain market share [2]. Group 2: Market Performance and Sales - Huawei regained the top position in the Chinese smartphone market with a 19.4% market share in Q1, the highest since 2021, representing a year-on-year growth of 28.5% [2]. - The Pura 70 series played a significant role in this resurgence, achieving over 10 million units sold within eight months of its launch [2]. - Analysts predict that the Pura 80 series will surpass its predecessor in sales and potentially spark a new wave of upgrades in the high-end smartphone market [2]. Group 3: Research and Development - Huawei has invested over 1.2 trillion yuan in R&D over the past decade, with nearly 180 billion yuan (specifically 179.7 billion yuan) spent in the last year, accounting for 20.8% of its revenue [2]. - The company holds 150,000 valid global patents, reflecting its commitment to continuous technological advancement [2]. Group 4: Ecosystem and Supply Chain - The Pura 80 series smartphone features a highly localized supply chain, with multiple listed companies serving as key suppliers [4]. - The HarmonyOS ecosystem is expanding, with plans for a large-scale upgrade of HarmonyOS 5.1 in July, and HarmonyOS 6.0 expected to launch between October and November 2025 [4].