2025 年，是荣耀独立运营的第五年，亦是中国"十四五"规划的收官之年。两个关键时间节点的重叠，并非偶然的时间巧合，而是产业周期与企业战 略的深度共振——当 AI 技术从实验室的概念探索，正式迈入产业融合的"深水区"，全球科技巨头纷纷角逐 AI 与硬件的结合边界，一场围绕"下一代 AI 终端"的形态革命与场景争夺战，已在行业深处悄然启幕。 而荣耀的第五年，恰好成为观察中国科技品牌如何在这场变革中抢占先机、定义未来的最佳窗口。五年前，荣耀在大众认知中尚是定位中低端的互 联网品牌；历经五年深耕，如今的荣耀已完成品牌形象的根本性跃迁——今年3月，荣耀CEO李健在世界移动通信大会上正式发布"阿尔法战略",宣布 从智能手机制造商向全球领先的AI终端生态公司转型,并承诺五年投入超100亿美元用于生态建设。通过这一前瞻性的战略布局，表明了荣耀的野心不 止于打造一部更聪明的手机，更是要以技术为锚点，引领整个AI终端产业的进化方向。 01 从AI Phone到Robot Phone：成为端侧AI技术落地消费级市场的先行者 荣耀的产品逻辑早已跳出传统消费电子的"参数竞赛"，转而以"探索 AI 终端新物种"为核心，重新定义人机交互 ...

Core Points - The 27th China International High-tech Achievements Fair (CIHTAF) opened in Shenzhen, showcasing over 5,000 cutting-edge technological achievements from more than 100 countries and regions [1][2][4] - The exhibition covers a total area of 400,000 square meters and features 22 thematic exhibition areas focusing on major equipment, artificial intelligence, semiconductors, and more [2][4][6] Group 1: Exhibition Highlights - Over 20% of the products showcased are making their debut at the fair, with numerous new product launches and roadshow activities taking place on the first day [4][8] - Notable exhibits include the Long March rocket models from China Aerospace Science and Technology Corporation and the "Hai Kui No. 1" model from China National Offshore Oil Corporation, which is Asia's first cylindrical FPSO [2][4] - The fair features a variety of robots, including a diving operation assist exoskeleton and a self-evolving AI smartphone, highlighting advancements in robotics and AI technology [4][6] Group 2: International Collaboration and Investment - The fair has expanded its international presence, establishing an international investment negotiation area and attracting 782 international procurement teams focused on AI, robotics, and renewable energy [8][10] - Companies from various countries, including Malaysia, Japan, and Brazil, are actively seeking partnerships and exploring the latest technologies and products at the fair [10][12] - A series of significant events, including a global procurement matchmaking conference, is expected to attract over 30,000 professional buyers and more than 3,000 top investment institutions, aiming to create a comprehensive ecosystem for project display and capital connection [12]

Core Insights - Honor is transforming from a mobile phone manufacturer into an AI terminal ecosystem company, with a valuation of 200 billion [4] - The company is focusing on AI capabilities and user-centric solutions, emphasizing the importance of real-life scenarios in product development [7][12] - Honor has launched the "Alpha" strategy, committing to invest 10 billion over the next five years to build an open AI device ecosystem [6][8] Group 1: AI Integration and Product Development - The recently unveiled Magic8 series is marketed as the "first generation AI native phone," designed to evolve with user needs [10][11] - YOYO, an AI service, is being developed based on real-life user demands and feedback, showcasing the company's commitment to user co-creation [12][14] - Honor's AI capabilities are being integrated into various hardware, including smart home devices and vehicles, to enhance user experience [8][19] Group 2: Ecosystem and Collaboration - Honor aims to create a robust AI ecosystem by collaborating with over 4,000 partners and integrating more than 3,000 scenarios [19] - The company is dismantling barriers between different operating systems, allowing seamless data transfer and integration with devices from other ecosystems [19] - Future plans include launching a companion robot in 2025, further expanding the AI ecosystem [19] Group 3: User Engagement and Market Perception - There is a gap in user understanding of AI capabilities in smartphones, indicating a need for better education and engagement [21][23] - Honor's approach to product iteration is driven by user feedback, with a recent initiative collecting over 5,000 suggestions in one week [18] - The company is focusing on practical applications of AI, such as simplifying WiFi connections and enhancing photo capabilities for users [16][14]

Core Insights - The article discusses the evolution of new retail from a conceptual phase to practical implementation, emphasizing the importance of using advanced technology to reshape consumer experiences in physical stores [1][2][3]. Group 1: New Retail Transformation - The opening of the Honor Alpha Global Flagship Store in Shenzhen marks a significant step in the "AI + Business" domain, showcasing innovative AI-driven consumer experiences [1][2]. - The shift from traditional retail to new retail involves moving from a product-centric model to a value-driven ecosystem that focuses on experience, connection, and co-creation [1][3]. Group 2: AI Integration in Retail - The Honor Alpha flagship store redefines the retail space as an immersive "life immersion theater" directed by AI, where products serve as gateways to an AI lifestyle rather than isolated items [2][3]. - The AI assistant YOYO has evolved to become a smart entity with capabilities beyond a mere function, enhancing the consumer experience by anticipating needs rather than just fulfilling them [2][3]. Group 3: Collaborative Ecosystem - The flagship store represents a value co-creation model involving brands, users, and partners, aiming to foster an open and prosperous AI ecosystem [4][5]. - Honor's collaboration with China Resources and other AI innovation enterprises in the Greater Bay Area aims to transition from isolated innovations to a collaborative ecosystem, enhancing regional economic value [4][5]. Group 4: Competitive Landscape - In an increasingly homogeneous smartphone market, Honor's approach highlights a path forward by leveraging AI to evolve new retail from 1.0 to 2.0, transforming stores into value ecosystems that integrate experience, connection, and co-creation [5]. - The competition in the AI-driven retail landscape will focus on the depth of experience and breadth of ecosystem rather than traditional price or channel competition [5].

Group 1: iPhone Air Launch - Apple has officially launched the iPhone 17 series, including the iPhone Air, which is now available on its websites worldwide [1][2] - The iPhone Air features a thickness of only 5.6 mm, making it 36% thinner than the iPhone 17 Pro, setting a new record for the series [3] - The design of the iPhone Air is inspired by the fashion industry's trend towards lightweight products, utilizing a super-light titanium alloy frame and a highly reflective polished surface [3] Group 2: MagSafe Charger and 5G Support - Apple has introduced a new MagSafe charger that supports up to 25W wireless charging for the iPhone 16 and 17 series, as well as compatible devices like Google Pixel 10 [4] - The mmWave 5G connectivity remains exclusive to the U.S. version of the iPhone 17 series, while other regions will only support sub-6GHz 5G [6][7] - Apple believes mmWave 5G is best suited for densely populated urban areas and specific venues, which limits its implementation in international versions [7] Group 3: iPhone 17 Pro Performance - The GPU performance of the iPhone 17 Pro, powered by the A19 Pro chip, has been revealed with a GeekBench score of 45,657, representing an increase of up to 40.83% compared to the A18 Pro [9] Group 4: Dual Capture Feature - The iPhone 17 series natively supports a "Dual Capture" feature, allowing simultaneous recording from both front and rear cameras, creating a picture-in-picture video file [13] - This feature, which has been anticipated since the iPhone 11 Pro, is now integrated into the system camera app, eliminating the need for third-party applications [13] Group 5: Competitive Response from Samsung - Following the launch of the iPhone 17 series, Samsung has initiated a campaign to mock Apple's offerings, emphasizing that having three 48MP cameras does not equate to a single 200MP camera [14][17]