Core Viewpoint - Huawei has unveiled its latest advancements in computing power and chip technology, emphasizing the importance of computing power for artificial intelligence (AI) and its critical role in China's AI development [1][4]. Group 1: Super Nodes and Clusters - Huawei introduced the Atlas 950 SuperPoD and Atlas 960 SuperPoD, which support 8192 and 15488 Ascend cards respectively, leading in key metrics such as card scale, total computing power, memory capacity, and interconnect bandwidth [3]. - The Atlas 950 SuperCluster and Atlas 960 SuperCluster were also launched, boasting computing power scales exceeding 500,000 cards and reaching one million cards, making them the strongest computing clusters globally [4]. - Huawei has developed a unified interconnect protocol called Lingqu, which will be open-sourced to encourage industry partners to create related products and components, fostering an open ecosystem [4]. Group 2: Ascend Chip Evolution - Huawei's Ascend chip roadmap includes the 950 series, 960 series, and 970 series, with the 950PR set to launch in Q1 2026 and the 970 series expected in Q4 2028 [6]. - The chips will cover various fields including smartphones, communications, servers, and AI, with a focus on full-stack self-research [6]. Group 3: AI Solutions for SMEs - Huawei has launched the "4+10+N" intelligent solution for small and medium-sized enterprises (SMEs) to facilitate their transition to intelligent operations [8][9]. - The "4" represents four core scenarios: intelligent office, intelligent commerce, intelligent education, and intelligent healthcare, while "10" refers to ten one-stop scenario solutions [10]. - The initiative aims to provide simple and effective intelligent solutions to SMEs, addressing their challenges in technology and talent [9][10].

Core Viewpoint - Huawei's new foldable smartphone Mate XTs is positioned to enhance its market presence with a lower starting price and improved performance, reflecting a shift in consumer demand towards practical applications in the foldable phone segment [2][4]. Group 1: Product Launch and Features - The Mate XTs was officially launched on September 4, with a starting price of 17,999 yuan, which is a reduction of 2,000 yuan compared to its predecessor [2]. - The device is powered by the Kirin 9020 chip and runs on HarmonyOS 5, boasting a performance improvement of 36% [2]. - This marks the first time in four years that Huawei has publicly disclosed the model of its chip during a product launch [2]. Group 2: Market Trends and Consumer Behavior - The foldable smartphone market is transitioning from a novelty phase to a focus on practicality, with software upgrades becoming a key competitive factor as hardware innovation slows down [4]. - The Mate XTs features enhanced durability in its hinge and pivot mechanisms, and introduces PC-level multi-window interaction capabilities, allowing users to run PC applications on their mobile devices [4][5]. Group 3: Sales Performance and Market Position - Huawei's first foldable smartphone, the Mate XT, has sold over 700,000 units as of July this year, indicating strong market acceptance [4]. - The Mate XTs is considered a "minor upgrade" with core improvements in chip performance, imaging, and stylus support, while the reduction in price is expected to attract more consumers [5]. - By the first half of 2025, Huawei's foldable smartphone shipments are projected to reach 3.74 million units, capturing 75% of the market share, marking a historical high for the company [5].

Group 1 - Huawei launched the new foldable smartphone Mate XTs Master with a starting price of 17,999 yuan, which is 2,000 yuan lower than its predecessor Mate XT [1][5] - The Mate XTs Master is equipped with the Kirin 9020 chip and HarmonyOS 5, resulting in a 36% performance improvement compared to previous models [1][3] - This is the first time in four years that Huawei has publicly disclosed the model of its Kirin chip during a product launch, indicating a shift towards greater transparency in its technology [1][3] Group 2 - The foldable smartphone market is transitioning from "novelty" to "practicality," with software upgrades becoming the key competitive factor as hardware innovation slows down [3] - The Mate XTs Master features enhanced durability in its hinge and pivot mechanisms, and introduces PC-level multi-window interaction capabilities [3] - Huawei's previous model, the Mate XT, has sold over 700,000 units since its launch, establishing itself as a benchmark in the high-end foldable smartphone market [6] Group 3 - Huawei's foldable smartphone product line now includes various designs, and it is projected that by mid-2025, Huawei will achieve a shipment volume of 3.74 million foldable phones, capturing 75% of the market share [6]