2025年12月4日，位于珠江之畔的广州迎来了一场科技盛宴—2025数智科技生态大会！会上，作为中国电信的重要合作伙伴，华为在琶洲中国进出口商品交 易会展馆B区C01展位构建了一个468平米的"未来空间"。 同时，HUAWEI WATCH Ultimate 2也将运动健康监测提升到了新的维度。数据不再沉睡于手表之中，而是通过原生鸿蒙实时同步至全场景设备，为用户构 建出一份全天候的数字化健康档案。 通过这次的华为展台，我们可以更清晰的看到：当行业还在讨论单一硬件的性能极限时，华为早已将目光投向了更宏大的命题——如何打破设备间的物理壁 垒，构建一个无缝流转的智慧生活空间。 办公与创作：打破物理边界 在传统的数字生活中，手机、平板和PC往往是割裂的信息孤岛。而在全场景专桌，我们看到了HUAWEI Mate 80系列与PC和平板之间的深度协同，这并非简 单的文件传输，而是基于操作系统底层逻辑的打通。 尤其是搭载了全新HarmonyOS NEXT的HUAWEI Mate 80系列带来的"隔空传送"功能，以极具未来感的自然手势重塑了交互体验。用户只需隔空"抓取"屏幕 内容，再朝向接收设备"放开"，即可实现毫秒级的跨设备传 ...

Core Viewpoint - The launch of the "Doubao Phone Assistant" by ByteDance marks the beginning of a transformative era in the consumer electronics industry driven by AI capabilities, significantly impacting the market and technology landscape [3][4]. Product Overview - The "Doubao Phone Assistant" is built on the Doubao app and collaborates with smartphone manufacturers at the operating system level, offering enhanced user interaction and experience through advanced AI capabilities [5]. - The first device featuring this technology, the Nubia M153, is priced starting at 3499 yuan and is positioned as a limited release for developers and tech enthusiasts, with an initial stock of 500,000 units [11][14]. User Interaction Redefined - The Doubao Phone Assistant redefines human-computer interaction by enabling complex task execution across applications autonomously, moving beyond traditional passive AI assistants [5][9]. - It features a unique Pro mode that utilizes personalized memory to generate solutions based on user preferences, evolving from mere command execution to proactive need anticipation [7]. Market Dynamics - The introduction of the Doubao Phone Assistant shifts the user interface paradigm from a matrix of apps to a centralized AI-driven service hub, enhancing operational efficiency [9][10]. - This innovation blurs the lines between an assistant and an operating system, positioning the Doubao Assistant as a potential core component in the AI-driven future of mobile technology [10][25]. Industry Implications - The collaboration between Doubao and Nubia represents a new model of cooperation between AI algorithm developers and hardware manufacturers, potentially accelerating the development of AI smartphones [20]. - The entry of Doubao into the AI smartphone market challenges existing players like Apple and Google, who are also integrating AI capabilities into their operating systems to maintain their market dominance [21][26]. Competitive Landscape - The Doubao Phone Assistant's launch allows smaller manufacturers like Nubia to leverage AI technology for competitive advantage, while larger firms may need to enhance their own AI capabilities to avoid becoming mere hardware providers [22]. - The evolving landscape suggests that traditional operating system providers will need to adapt by embedding AI functionalities deeply into their systems to counter the rise of third-party AI assistants like Doubao [26].

Core Insights - The future of technology is moving towards a "seamless" experience driven by AI, where devices are interconnected and operate as a unified system rather than isolated entities [1][8] - Major tech companies like Apple, Huawei, and Xiaomi are focusing on creating integrated ecosystems that enhance user experience across multiple devices [2][3][6] Group 1: Industry Trends - The shift from PC to mobile internet and now to AI signifies a transformation in how technology interacts with users, emphasizing a seamless experience [1] - Apple's iOS 26 update represents a significant integration of its operating systems, allowing for fluid transitions between devices like iPhone, Mac, and Vision Pro [2] - Huawei's HarmonyOS NEXT aims to establish itself as a third major operating system, enhancing device connectivity and user experience [3] Group 2: Technological Innovations - Xiaomi's Pengpai OS focuses on IoT device integration, promoting features like automatic task continuation and proactive smart responses based on user habits [3] - The development of proprietary chips is crucial for reducing latency and power consumption, enabling a truly seamless experience across devices [6] - The integration of AI at the chip level allows for real-time processing, enhancing the overall user experience by making interactions faster and more intuitive [6] Group 3: Competitive Landscape - The competition in the tech industry is intensifying as companies strive to build comprehensive ecosystems, with many traditional hardware manufacturers venturing into software and chip development [7] - Smaller players may find opportunities in "vertical seamless" solutions, focusing on specific applications that enhance user convenience [8] - The ongoing "seamless war" is fundamentally about understanding user intent and adapting services to meet those needs, rather than merely competing on hardware specifications [8]

Group 1 - Mango TV has partnered with Huawei to develop a native HarmonyOS-based in-car application ecosystem, enhancing the HarmonyOS native application ecosystem [2] - The collaboration will focus on optimizing video application experiences, technological innovations, and building the HarmonyOS cockpit ecosystem [2] - The goal is to provide smart car users with richer content, smarter interactions, and a more immersive high-quality audio-visual entertainment service [2]

Core Viewpoint - Huawei's rotating chairman Xu Zhijun emphasized the progress and challenges of the HarmonyOS ecosystem during his keynote speech at the HarmonyOS Ecological Conference 2025, stating that while significant advancements have been made, the ecosystem is still in the introduction phase and has room for improvement [1][2]. Group 1: Progress in HarmonyOS Ecosystem - The head applications of the internet have adapted to HarmonyOS, and mid-tail applications are gradually joining, indicating that the ecosystem is fundamentally usable [1]. - A large number of SDKs across 21 categories, including security, media, and gaming, have been adapted to HarmonyOS, enhancing application development efficiency [1]. - Products equipped with HarmonyOS have demonstrated significant advantages in connectivity, speed, power consumption, smoothness, security, battery life, photography, and AI capabilities due to core technologies like distributed architecture, soft bus, microkernel, and native AI [1]. Group 2: Challenges and Call to Action - Despite the advancements, there are still gaps in achieving an "extreme" user experience, with some applications lacking "capillary-level" functionalities that could hinder user adoption [2]. - The high level of digital application penetration in China's mobile internet poses greater challenges for the development of the new ecosystem [2]. - Xu Zhijun called for developers to enhance the functionalities of HarmonyOS applications, encourage enterprises to adapt internal applications, and for existing Huawei smartphone users to upgrade to HarmonyOS to promote its advancement [2].

Core Viewpoint - The company has successfully adapted its unified mobile application architecture to support HarmonyOSNEXT following the official release of the HarmonyOS system, which simplifies the integration of applications into the Harmony ecosystem [1] Group 1 - The company's unified mobile application architecture now provides underlying support for HarmonyOS application development [1] - Applications based on the company's architecture can be easily modified to fit the pure HarmonyOS environment, reducing complexity and workload for developers [1]

Core Insights - The South Daily News Client and N Video Client have merged to form the new "South N Video Client," marking a significant step in the transformation of mainstream media [1][5] - The new client is designed to enhance user experience through intelligent features and seamless integration across devices, leveraging HarmonyOS technology [2][3][4] Group 1: Product Features - The South N Video Client offers an AI-driven news listening feature that allows users to adjust playback speed and voice tone, creating a personalized news podcast experience [2][3] - It provides immersive video services with over 30,000 quality content creators, utilizing HarmonyOS's intelligent distribution for tailored video recommendations [3][6] - The client supports seamless content flow across various devices, including smartphones, tablets, and smart wearables, ensuring a consistent user experience [3][4] Group 2: User Experience and Design - The interface of the South N Video Client is designed to be dynamic and user-friendly, enhancing visual appeal and interaction fluidity [5][6] - The HarmonyOS NEXT integration allows for smooth transitions and improved performance, making the user experience more enjoyable [4][6] Group 3: Strategic Positioning - The merger aims to strengthen content supply in video products, in-depth reporting, and opinion commentary, positioning the South N Video Client as a leader in urban media [5][6] - The client has achieved over 45 million downloads, indicating a strong user base and market presence [6]

Core Insights - Guangdong's digital government construction is undergoing a significant upgrade with the launch of the Yuezhengyi HarmonyOS version APP for government workers across the province [1] Group 1 - The Yuezhengyi APP is the first government collaboration application in China to reach over one million users on the HarmonyOS platform [1] - The APP has completed the transformation to a native HarmonyOS architecture and application coverage [1]

Group 1 - Huawei's HarmonyOS 5 has surpassed 10 million terminal devices within a year, marking a significant milestone in the ecosystem's development [1] - The ecosystem has seen rapid growth with over 40 terminal products and more than 30,000 applications and services in development [2] - The number of developers in the HarmonyOS ecosystem has exceeded 8 million, and the total number of ecosystem devices has surpassed 1 billion [2] Group 2 - Huawei plans to push HarmonyOS 5 to a large number of older Huawei models, enhancing performance by up to 40% due to the support of the Harmony kernel and Ark Engine [3] - The company has launched several flagship devices fully equipped with HarmonyOS 5, including the HUAWEI Pura X and MatePad Pro 12.2 [2] - A public beta for HarmonyOS 5 has been rolled out for various models, with plans for further updates to cover more devices [2]

Core Insights - Apple has successfully regained market share in China with the iPhone 16 Pro, achieving a significant increase in activation rates due to a strategic price reduction [3][4] - The price drop has led to a surge in sales, with the iPhone 16 Pro activating 520,000 units in week 20 of 2025, nearly 3.8 times the previous week, while the Pro Max model saw a 100% increase [3][4] - Despite a strong sentiment for supporting domestic brands, consumer purchasing behavior shows a preference for Apple products, with over 63% of consumers choosing Apple when price is comparable [6][7] Market Dynamics - Apple's market share in China reached 21.5%, surpassing domestic brands like Huawei and Xiaomi, marking a return to the top position after several quarters [4] - The price strategy is seen as a response to the competitive pressure from high-end domestic models and aims to build momentum ahead of major sales events [4][8] - Domestic brands face challenges in high-end market profitability due to Apple's pricing strategy, which diminishes the perceived value of similar-priced domestic models [8][9] Consumer Behavior - Consumers express a desire to support domestic brands but often choose Apple due to its ecosystem and user experience, which are perceived as superior [6][7] - The integration of Apple products creates a seamless user experience that is difficult for domestic brands to replicate, leading to a loyalty that transcends price considerations [6][12] Competitive Landscape - Domestic brands are struggling with a "three dilemmas" situation: profit pressure in the high-end market, ecological shortcomings compared to iOS, and challenges in the mid-to-low-end market [8][9] - The competition is shifting towards AI capabilities and innovative scenarios, with domestic brands exploring new user experiences that Apple has not yet addressed [11][12] - The future of competition may hinge on who can redefine the smartphone experience, with AI and integrated ecosystems becoming critical factors [13][14] Strategic Recommendations - Domestic brands need to focus on creating a comprehensive ecosystem that can rival Apple's, emphasizing seamless integration across devices and services [11][12] - Innovations in AI and unique user scenarios could provide domestic brands with opportunities to differentiate themselves from Apple [12][13] - The path to success for domestic brands lies not in competing on hardware alone but in establishing a compelling reason for users to switch from Apple [15][16]