Core Insights - The 2025 Consumer Electronics Innovation Conference (CEIC2025) opened in Shenzhen, showcasing nearly 300 tech companies and over 2000 innovative products, including major brands like Huawei and BYD [1] - A significant focus is on how terminal manufacturers define the next generation of smart experiences amid the AI wave [1][3] - Honor's strategy emphasizes "open co-creation" as a core driver for international brand development and showcasing China's technological innovation [1][8] Group 1: New Experience and Connection - Honor defines the "new experience" as addressing the pain points of "device isolation" and "scene islands" in the consumer electronics industry, aiming for seamless connectivity and experience [4][5] - The upgraded HONOR AI Connect platform aims to provide a robust foundation for achieving this new experience, having successfully connected over 30 million devices [6][7] - The platform's architecture allows for quick integration of third-party products, enhancing the ecosystem's intelligence and connectivity [6][7] Group 2: New Model and Ecosystem - Honor's "new model" focuses on the "1X3XN" ecosystem strategy, which includes eight major scenarios such as smart home and health [8][9] - The company is expanding its partnerships, having signed strategic agreements with Alibaba and BYD to deepen cooperation in AI ecosystems [10] - Honor's global strategy involves collaboration with over 35,000 developers and more than 200 ecosystem partners to build a new AI terminal ecosystem [10][11] Group 3: Market Dynamics - The global smartphone market is transitioning from a focus on hardware to AI capabilities, with a 3% year-on-year growth in Q3 2025 [12] - Chinese consumers are identified as the most AI-inclined demographic in developed markets, driving local brands to enhance AI functionalities [12] - Honor's investment in AI and open co-creation is seen as a potential game-changer in the competitive landscape of the smartphone industry [12]

Core Insights - Shenzhen is accelerating the development of a world-class AI ecosystem and a trillion-level industrial cluster, highlighted by the 2025 Global Developer Conference and AI Terminal Ecosystem Conference [1][3] - The Guangdong Provincial Action Plan for High-Quality Development of Manufacturing Empowered by Artificial Intelligence (2025-2027) emphasizes strengthening key supply in industrial AI as a core task [1][3] Group 1: AI Ecosystem Development - The conference introduced the AI "1×3×N" ecosystem strategy, focusing on a core platform, three enabling models, and multiple collaborative developments [3] - The HONOR AI Connect platform aims to provide efficient and cost-effective AI solutions for partners, integrating AI with industrial internet [3] Group 2: Industrial Cluster Advantages - Pingshan District is recognized as a hub for advanced manufacturing and future industry experimentation, hosting several national-level industrial bases [5] - The region has established a cluster advantage in three leading industries: smart vehicles, innovative pharmaceuticals, and integrated circuits, facilitating AI technology application [5][7] Group 3: AI Integration and Infrastructure - Pingshan has launched 11 AI application scenarios and identified over 100 potential applications, embedding AI into its leading industries [7] - The district's industrial technology transformation investment surged by 283.9% in the first half of the year, with significant advancements in smart manufacturing capabilities [7] - Pingshan accounts for over 60% of Shenzhen's chip manufacturing output, supporting a complete industry chain from R&D to production [7]

Core Insights - AI is reshaping the terminal ecosystem, with smart agents being viewed as the next "super entry point" following operating systems [2][4] - Honor has invested over 10 billion yuan in AI research and development, indicating a strong commitment to AI technology [2] - A strategic partnership between Honor and BYD has been established to integrate AI smart agents into the automotive sector, marking a shift from functional connectivity to ecological integration [2][3] Group 1: Company Developments - Honor announced the upgrade of its interconnection platform to "HONOR AI Connect," launching AI solutions covering eight major scenarios, including "smart vehicle connectivity" [3] - The collaboration with BYD aims to create a seamless smart experience in transportation, focusing on technology co-research and ecosystem building [2][3] - Honor's CEO emphasized that the partnership represents a comprehensive strategic collaboration in the AI era, with smart mobility as a key focus [2] Group 2: Industry Trends - The automotive industry is evolving from traditional transportation to becoming a "mobile smart terminal," with AI applications becoming increasingly significant [3] - Major smartphone manufacturers are replicating their AI and operating system capabilities in vehicles, indicating a trend of "getting on the car" [3] - The competition is shifting from single-point technology to ecosystem-level battles, as the integration of AI smart agents enhances user interaction and service provision [4]

Core Viewpoint - AI is reshaping the terminal ecosystem, and companies that leverage AI will dominate the future, as emphasized by Honor's chairman, Wu Hui [1][2] Group 1: Investment and Strategy - Honor has invested over 10 billion yuan in AI research and development [1] - The company aims to transform into an AI terminal ecosystem company with a core strategy called the "Alpha Strategy," focusing on building a three-step path: smart phones, smart ecosystems, and a smart world [1] Group 2: Platform Upgrade and Capabilities - Honor has upgraded its existing "HONOR Connect" platform to "HONOR AI Connect," marking a transition from connectivity to intelligent connectivity [1] - The new platform will provide enhanced intelligent sharing capabilities for ecosystem partners, including support for multimodal interactions such as voice and vision [1] - Honor will introduce A-series integrated hardware and software modules for easy AI capability access [1] Group 3: Collaboration and Ecosystem Development - The HONOR AI Connect platform aims to significantly reduce R&D costs for partners and shorten product launch cycles [1] - The platform will facilitate three collaboration models: ecosystem empowerment, channel empowerment, and technology and brand empowerment, enabling partners to participate more efficiently in ecosystem co-construction [1]