Core Viewpoint - The article discusses how Honor is transforming from a smartphone manufacturer to a leading AI terminal ecosystem company, leveraging AI technology to redefine user interaction and create new market opportunities [1][19]. Group 1: AI Terminal Evolution - Honor's product strategy has shifted from traditional consumer electronics to exploring new AI terminal forms, focusing on redefining human-computer interaction [2]. - The release of the "1X3XN" ecological strategy aims to create a smart interconnected ecosystem across various industries through the HONOR AI Connect platform [4]. - The Magic8 series represents a significant advancement in consumer-grade AI technology, showcasing the capabilities of the self-evolving AI operating system MagicOS 10 [6]. Group 2: Technological Advancements - The YOYO intelligent agent within the Magic8 series demonstrates self-evolution by learning and improving its performance in various tasks, showcasing its adaptability [7][9]. - YOYO's capabilities have expanded significantly, increasing the number of automated execution scenarios from over 200 to more than 3000 within three months [9]. - The upcoming Robot Phone is positioned as the next evolution in AI terminals, integrating AI phone capabilities with embodied intelligence [10]. Group 3: Strategic Layout - Honor is focusing on "embodied intelligence" as a key area, aiming to bridge the gap between the digital and physical worlds through a complete feedback loop of perception, decision-making, and action [11]. - The company has established a dedicated AI team of 2600 people and invested over 10 billion in R&D, holding over 2100 AI patents to support its strategic goals [12]. - Honor's approach combines core technology development with collaborative scene applications, ensuring a robust and open ecosystem for innovation [13]. Group 4: Ecosystem Collaboration - The "1 × 3 × N" ecological strategy emphasizes the importance of ecosystem collaboration, enabling partners to integrate quickly into the AI terminal ecosystem [14]. - Honor's influence extends beyond online scenarios, fostering a physical industrial cluster in Shenzhen, enhancing the entire supply chain from technology breakthroughs to application services [15]. - The company is accelerating its transformation into a global AI terminal ecosystem leader by collaborating with major partners like Alibaba and BYD [15]. Group 5: Globalization Strategy - Honor's globalization strategy is achieving significant milestones, with expectations for overseas sales to surpass domestic sales in 2025 [16]. - The company employs a dual strategy of global branding and localized execution to adapt to different market needs, enhancing its global presence [17]. - Honor's success in global markets is not just about sales growth but also about creating value for local partners and contributing to local economies [18]. Conclusion - Honor's evolution over the past five years illustrates its commitment to defining the future of AI terminals through strategic initiatives, technological advancements, and ecosystem collaboration [19].

Core Insights - The article discusses the transformation of Honor from a smartphone manufacturer to a leading AI terminal ecosystem company, marking its five-year anniversary since independence in 2020 [1][2][8] - Honor plans to invest $10 billion over the next five years as part of its "Alpha" strategy, focusing on AI integration and the development of embodied intelligence technologies [1][3][4] Group 1: Strategic Shift - After its independence, Honor's initial focus was on stabilizing its supply chain and regaining market share, achieving a "V-shaped rebound" in China [2][6] - The company is now shifting its strategic focus from market share recovery to building an AI ecosystem, as highlighted by the launch of the Magic8 series, which features an AI native phone [2][3] - Honor's "1×3×N" ecosystem strategy aims to leverage AI technology across various scenarios, enhancing collaboration within the industry [3][4] Group 2: Technological Advancements - Honor is making significant investments in embodied intelligence, showcasing prototypes like the "Honor Walker" quadruped robot and developing the RobotPhone, which integrates robotic technology with smartphones [3][4] - The company has established an L4-level smart factory, with over 85% of production processes automated and a strong focus on AI-driven innovation, holding over 2,100 AI-related patents [6][7] Group 3: Global Expansion - Honor has successfully expanded its global presence, achieving over 10 million smartphone shipments in Latin America and an 11% year-on-year growth in Europe [7][8] - The company emphasizes that its global strategy is not just about product exports but involves creating a comprehensive AI terminal ecosystem through regional marketing collaborations [7][8] Group 4: Brand Evolution - Over the past five years, Honor has transformed its brand perception from a mid-range internet phone brand to a representative of AI technology [6][8] - The global marketing strategy, led by senior executives, has played a crucial role in enhancing brand recognition and positioning Honor as a leader in AI terminal ecosystems [6][8]

Core Insights - The 2025 Consumer Electronics Innovation Conference (CEIC 2025) showcased nearly 300 tech companies from 20 countries, focusing on five key areas: smart terminals, smart vehicles, smart homes, digital health, and new technologies, highlighting a shift from product-oriented to ecosystem-building in the consumer electronics industry [1][3] - Honor is accelerating its transformation into a leading global AI terminal ecosystem company, emphasizing collaboration with global partners to create an open, co-creation, and sharing AI terminal ecosystem [1][3] Group 1: AI Terminal Ecosystem Development - Under the "Alpha Strategy," Honor is enhancing its AI terminal ecosystem through "new experiences, new connections, and new models," aiming to bring edge AI technology to the consumer market [3][4] - The edge AI market is projected to grow at a CAGR of 58% from 2023 to 2028, exceeding 1.9 trillion yuan by 2028, indicating significant growth potential for Honor's initiatives [4] - Honor is focusing on hardware innovation, introducing products like a foldable smartphone with advanced features and a naked-eye holographic VR device, enhancing user experience through immersive technology [4][5] Group 2: Service Model and Platform Integration - Honor has developed a new service model driven by scenario-based AI agents, enabling seamless service transitions across multiple devices, enhancing user experience [5][7] - The upgrade of the HONOR Connect platform to HONOR AI Connect facilitates easier integration for ecosystem partners, allowing them to leverage AI capabilities without complex infrastructure [7][8] - This platform evolution enhances multi-device connectivity efficiency and reduces barriers for consumer-grade AI hardware applications [8] Group 3: Global Ecosystem Strategy - Honor aims for a "blooming" global edge AI ecosystem, proposing an open co-creation model that combines ecological strategy and philosophy [9][11] - The "1X3XN" ecological strategy provides partners with ecosystem, channel, and technical empowerment, fostering collaboration across various industry clusters [9][11] - Honor's "Far Sailing Plan" offers substantial incentives, including marketing funds and support for developers, significantly lowering the barriers for industry innovation [11][12] Group 4: Global Expansion and Brand Strategy - Honor's ecosystem network has established a presence in over 100 countries, with more than 350,000 developers and over 200 ecosystem partners contributing to the AI terminal ecosystem [12][13] - The company emphasizes a dual-driven strategy of "business + brand" to enhance its global brand competitiveness, transitioning from "China Honor" to "World Honor" [12][13] - Honor's approach reflects a commitment to collaborative innovation, showcasing the potential of Chinese tech brands in the global market [13]

Core Insights - The maturity of edge AI models is reshaping the smartphone experience, positioning smartphones as crucial personal smart terminals in the AI era [1] - Honor's CEO emphasizes the importance of AI in redefining human interactions with information and services, advocating for a user-centered approach in building AI terminals [1] - Honor has initiated a five-year plan with a $10 billion investment to transform into a leading AI terminal ecosystem company [1][2] Group 1: Smart Phone Development - Honor is progressing in its first step of creating smart phones, exemplified by the Magic8 series, which integrates AI to enhance user experience across over 3000 scenarios [2] - The upcoming Robot Phone aims to combine AI capabilities with high-definition imaging, representing a clear evolution from smart phones to AI phones and eventually to robot phones [2] Group 2: Building Smart Ecosystems - The second step involves constructing a smart ecosystem, addressing challenges of device and service silos by launching a system-level MCP architecture that connects over 4000 ecological MCPs [3] - Honor's "1×3×N" ecosystem strategy and HONOR AI Connect platform aim to create interconnected smart home and vehicle networks, enhancing user experience in AI-driven lifestyles [3] Group 3: Commitment to Innovation - Honor's confidence in its AI ecosystem strategy is backed by significant R&D investments, with over 70% of its global R&D team and an R&D expenditure accounting for 11.5% of revenue by 2025 [3] - The company has accumulated over 2100 AI-related patents, showcasing its technological foundation and commitment to innovation [3]

Core Insights - The CEO of Honor Terminal Co., Ltd., Li Jian, attended the World Internet Conference in Wuzhen, sharing the company's innovations in the AI terminal field and the progress of the Alpha strategy [2] - Li Jian proposed the initiative "Building the Bridge to the Future, Co-Creating a Smart World," emphasizing that AI intelligence will eventually surpass human capabilities, with terminals serving as the core carriers of AI services [2] - Honor plans to invest $10 billion over five years in the Alpha strategy, which aims to create a leading global AI terminal ecosystem in three phases [2] - The Alpha strategy has made substantial progress, with products like the Magic 8 series advancing the goal of creating smart phones [2] - Next year, Honor will launch the Robot Phone, integrating AI, embodied intelligence, and high-definition imaging, aiming to create a "new intelligent life form with warmth" [2] - In terms of ecosystem development, Honor has connected over 4,000 ecological MCPs and intelligent entities through a system-level MCP architecture, achieving cross-brand intelligence integration with HarmonyOS, Android, iOS, and Windows [2] - The recently announced "1×3×N" ecological strategy and HONOR AI Connect platform are collaborating with industry partners to build smart home and transportation industry clusters [2] Research and Development - Honor currently has over 70% of its workforce dedicated to research and development, with more than 2,100 AI-related patents, providing a solid foundation for its AI terminal strategy [3]

Core Insights - Honor is transitioning from a smartphone manufacturer to an AI terminal ecosystem company, marking a significant phase in its strategy to make AI capabilities accessible to consumers [1][7] - The focus is on edge AI, which allows for immediate, secure, and accessible AI experiences without reliance on cloud computing [2][3] Edge AI Consumer Breakthrough - Honor identifies the bottleneck in AI adoption as the need for immediate and cost-effective access, leading to a strong emphasis on edge AI [2] - The concept of "seamless connection, invisible experience" is rooted in local AI capabilities, enhancing user privacy and reducing latency [2][3] Platform Empowerment - Honor upgraded its HONOR Connect platform to HONOR AI Connect, enabling modular and interface-based AI capabilities for ecosystem partners [4] - This "plug-and-play" model aims to empower the entire consumer hardware industry, facilitating rapid integration of AI features [4] Open Ecosystem - Honor's "1×3×N" ecosystem strategy emphasizes user co-creation, industry symbiosis, and ecological prosperity to drive the widespread adoption of edge AI [5] - The company has engaged over 35,000 developers globally and partnered with over 200 ecosystem partners to build a user-centric AI terminal ecosystem [6] Globalization of Chinese Technology Brands - Honor's approach to global competition in AI terminals is characterized by a focus on edge AI, an open platform, and user-centric scenarios, reflecting the maturity and confidence of the Chinese tech industry [7] - The company aims to establish a sustainable global brand competitive advantage through open co-creation and value sharing [7][8] Summary - Honor's practices signify a new era in the globalization of Chinese tech brands, evolving from product and channel export to ecosystem and standard export [8] - The proliferation of edge AI through Honor's ecosystem is a testament to the transformation of the Chinese tech industry from participant to leader in the global digital landscape [8]

Core Viewpoint - The 2025 Consumer Electronics Innovation Conference (CEIC 2025) in Shenzhen highlighted the theme of "New Electronics, New Experience, New Consumption," showcasing nearly 300 tech companies from 20 countries, including major brands like Honor and BYD [1] Group 1: AI and User Experience - Honor's Senior Vice President Guo Rui emphasized that AI will fundamentally reshape human-device interaction, focusing on "seamless connection and invisible experience" [2] - Honor aims to drive hardware and service ecosystem reconstruction through AI, enhancing user experience by making devices smarter and creating new service models that proactively respond to user behavior [2] - The company is committed to making AI technology accessible to consumers, bridging the gap between technological innovation and everyday needs, thus accelerating the penetration of edge AI in the consumer market [2] Group 2: New Connection and Ecosystem Strategy - Honor is upgrading its HONOR Connect platform to HONOR AI Connect, adding layers for atomic services and intelligent capabilities, allowing partners to integrate their products quickly [3] - The company introduced a 1x3xN ecosystem strategy, where "1" represents the HONOR AI Connect platform, "3" refers to the three types of empowerment for partners, and "N" indicates collaboration with multiple industry clusters [3] Group 3: Collaborative Model and Developer Support - Honor's new model is driven by three principles: "User Co-creation," "Industry Symbiosis," and "Ecosystem Prosperity," which includes initiatives like the "YOYO Wish Pool" for user feedback and the "Honor Far Sailing Plan" offering substantial incentives for developers [4] - The company has partnered with over 350,000 developers from more than 100 countries and regions, creating a user-centered AI terminal ecosystem [4] Group 4: Market Position and Future Plans - Honor announced its strategic shift from a smartphone manufacturer to a leading AI terminal ecosystem company at the World Mobile Communication Conference in March 2025 [5] - The company has received approval for its IPO, with funds aimed at key areas of AI research and development, marking a significant step towards becoming the first AI terminal ecosystem stock in the A-share market [6]

Core Insights - The 2025 Consumer Electronics Innovation Conference (CEIC 2025) was held in Shenzhen, featuring nearly 300 tech companies from 20 countries, including major brands like Honor, BYD, NIO, Samsung, and TV [1] - Honor's strategy focuses on building an AI terminal ecosystem through new experiences, connections, and models, aiming to transition from a smartphone manufacturer to a global AI terminal ecosystem company [1][2] - The emphasis is on accelerating the entry of edge AI technology into the consumer market, responding to the growing global demand for smart devices [1] Group 1: New Experience and AI Integration - Honor's approach to "new experience" centers on using AI to create a scene-based operating system that allows devices to understand user behavior and intentions, facilitating seamless service across multiple devices [2][3] - The transformation of hardware is evident, with innovative devices like a foldable screen that adjusts display modes based on user interaction, showcasing the practical application of edge AI in everyday life [2][3] Group 2: Service Innovation and User Interaction - AI is fostering a new service model where devices proactively offer assistance based on the context, redefining the human-machine relationship [3] - Honor's strategy aims to break down barriers between technology and consumer needs, making edge AI accessible and usable in daily life [3] Group 3: Platform Development and Ecosystem Support - The upgrade of the HONOR AI Connect platform introduces a more efficient architecture that facilitates collaboration with ecosystem partners, allowing for quick integration of AI capabilities [4] - This platform aims to lower the entry barriers for partners, aligning with Honor's vision of an interconnected ecosystem [4] Group 4: Global Collaboration and Ecosystem Growth - Honor's "1X3XN" ecosystem strategy promotes collaboration across various industries, enhancing both domestic and global partnerships [5] - The company has established a comprehensive support system for developers, including significant financial incentives and resources to foster innovation and collaboration [5][6] - Honor's ecosystem now spans over 100 countries, with more than 350,000 developers and 200 partners, marking a shift from product export to ecosystem co-creation [6][7]

Core Insights - The article discusses the rapid evolution of AI technology and its impact on the terminal ecosystem, highlighting Honor's strategic initiatives in AI development and ecosystem building [1][2][3] Group 1: AI Ecosystem Strategy - Honor unveiled its "1×3×N" AI ecosystem strategy, emphasizing the importance of AI in reshaping the terminal ecosystem and the company's commitment with over 10 billion yuan invested in AI research [1][9] - The strategy includes an upgraded HONOR AI Connect platform, which aims to open Honor's AI capabilities to partners, and focuses on three empowerment modes: ecological, channel, and technical & brand empowerment [9][10] Group 2: AI Operating System Evolution - Honor's CEO proposed a vision for an AI OS that evolves from a passive tool to an active intelligent system, with the recent launch of MagicOS 10 representing this shift [3][8] - The evolution includes five dimensions: model enhancement, core enhancement, collaborative enhancement, service enhancement, and interaction enhancement, which together form the foundation of a self-evolving AI operating system [4][5][6][8] Group 3: Collaborative Ecosystem Development - Honor is expanding its ecosystem through partnerships, having signed strategic agreements with Alibaba and BYD to explore synergies between smart terminals and electric vehicles [8][10] - The company has engaged over 200 ecosystem partners and integrated more than 4,000 ecological MCPs and intelligent agents, aiming to create a seamless user experience [11][12] Group 4: Policy and Industrial Support - Shenzhen's policies, including the "20+8" industrial cluster plan and the AI terminal industry development action plan, provide a supportive framework for the growth of the AI industry [12] - The article highlights Shenzhen's advanced manufacturing capabilities and its role as a testing ground for AI applications, showcasing various successful implementations in daily life and industry [12]

Core Insights - The article highlights Shenzhen's pivotal role in the global AI revolution, marked by the Honor Global Developer Conference, which signifies a key transition for Honor from a smartphone manufacturer to an AI terminal ecosystem company [1][11] - Shenzhen's AI industry is projected to exceed 360 billion yuan in 2024, with over 2,800 companies, showcasing its leading position in innovation and industrial vitality [3] Group 1: Industry Development - Shenzhen's action plan aims for its AI terminal industry to reach over 800 billion yuan by 2026, with aspirations to surpass 1 trillion yuan, reflecting a significant shift from policy-driven to innovation-driven growth [4] - The AI terminal industry in Shenzhen is experiencing explosive growth due to the synergy of policy guidance, technological innovation, and market demand [4][10] Group 2: Honor's Strategic Initiatives - Honor introduced the "1×3×N" ecological strategy to address the fragmentation in the AI terminal ecosystem, focusing on system solutions through the HONOR AI Connect platform [5] - The AI Connect platform has connected over 30 million ecological devices, significantly reducing integration and development costs for partners, fostering collaborative innovation [7] Group 3: Technological Advancements - Honor showcased its deep integration of manufacturing and AI, exemplified by the MagicV5 foldable flagship, which achieved manufacturing precision of 0.003 mm, highlighting the unique advantages of Shenzhen's industrial collaboration [8] - The introduction of the "self-evolving" YOYO intelligent system in MagicOS10 marks a significant advancement towards higher-level AI operating systems [8] Group 4: Future Outlook - The consensus among industry representatives is that the future of AI terminals lies in building an open, collaborative, and practical ecosystem rather than focusing solely on individual product performance [10] - Honor's flagship store and the Pingshan smart manufacturing park create a closed-loop model from R&D to user experience, driving the dual engines of cutting-edge manufacturing and user engagement [10]