IDC最新报告显示，全球智能手机市场在2025年实现增长，全年出货量达12.6亿部，同比增长1.9%。虽 然总体处在回暖的上升通道，但依然面临长期挑战。 在这一行业背景下，中国企业在全球市场多年布局沉淀，争夺国内市场的同时，海外市场也逐步进入战 略上升期。 目前，中国手机厂商全球出货占比约六成，OPPO、vivo、小米、荣耀等厂商都处于前列。其中，荣耀 2025年增长迅速，Omdia的报告显示，2025年第一至第三季度，荣耀海外智能手机出货量同比增长约 55%。在全球前十大智能手机厂商中，荣耀在同期实现了显著的海外增长。 中国智造海外角逐 但是现在，越来越多的中国手机厂商正集体加码中高端，以平衡规模与利润。比如，荣耀就选择更多更 大程度的定位在300—500美元价位段。2025年第一至第三季度，该价位段占荣耀海外出货量的约23%， 中国手机厂商对三星等中高端厂商开始反击。 在高端市场方面，欧洲是任何消费电子品厂商的必争之地。国内厂商都有较大动作。 从行业视角看，中国手机厂商的出海竞争，正在从"跑得快"的规模竞赛，转向"站得稳"的能力比拼，高 端化则成为重塑利润结构与品牌认知的必经之路。无论是本地化的策略，还是 ...

Core Insights - The global smartphone market is expected to grow in 2025, with an annual shipment volume reaching 1.26 billion units, representing a year-on-year increase of 1.9% [1] - Chinese smartphone manufacturers are increasingly focusing on both domestic and overseas markets, with significant growth in international shipments, particularly for Honor [1][4] Group 1: Market Trends - The Chinese smartphone market is evolving, with Honor launching three new models in January 2025, indicating a strategic push in product offerings [1] - Chinese manufacturers account for approximately 60% of global smartphone shipments, with Honor experiencing a notable 55% year-on-year increase in overseas shipments from Q1 to Q3 of 2025 [1][4] Group 2: Strategic Approaches - Chinese companies are adopting two main strategies for overseas expansion: full AI integration and brand premiumization, with a focus on "Glocal" strategies that combine global thinking with local actions [4] - Honor's international business has undergone a structural transformation, with overseas shipments rising from less than 10% of total shipments in early 2021 to nearly 50% by Q3 2025, marking a significant strategic shift [4] Group 3: High-End Market Focus - Honor is positioning itself in the mid-to-high-end market segment, with 23% of its overseas shipments falling within the $300–500 price range during the first three quarters of 2025 [5] - The European market is critical for high-end consumer electronics, and Honor aims to strengthen its presence there, maintaining a top-five market position in key Western European countries [7] Group 4: Product Innovation - Honor has enhanced its product lineup with advanced features, such as the ultra-thin Magic8 Pro Air, which weighs only 155g and is 6.1mm thick while maintaining high performance [10] - The introduction of the ROBOT PHONE, a smartphone integrated with AI capabilities, showcases the innovative direction of Chinese manufacturers [10] Group 5: AI and Technology Advancements - Since 2025, there have been significant advancements in AI capabilities for consumer smartphones, with Honor achieving breakthroughs in on-device AI processing [11] - Huawei's strengths lie in its underlying system capabilities, with the HarmonyOS 6 supporting multi-device AI computing, enhancing the overall user experience [11] Group 6: Future Outlook - 2025 marks a pivotal year for Honor as it transitions from a smartphone manufacturer to a leading AI terminal ecosystem company, with global shipments surpassing 71 million units [12] - The balance between scale expansion, AI capability implementation, and profitability will be crucial for Honor's position in the competitive landscape of smartphones and AI terminals [12]

Core Viewpoint - The global smartphone market is expected to grow, with shipments reaching 1.26 billion units in 2025, reflecting a year-on-year increase of 1.9%. Despite this recovery, the industry faces long-term challenges [1]. Group 1: Market Dynamics - Chinese smartphone manufacturers have established a significant presence in the global market, capturing approximately 60% of global shipments, with brands like OPPO, vivo, Xiaomi, and Honor leading the charge [1]. - Honor has experienced rapid growth, with a reported 55% year-on-year increase in overseas smartphone shipments from Q1 to Q3 of 2025, marking it as the fastest-growing brand among the top ten global smartphone manufacturers [1][4]. Group 2: Strategic Approaches - Chinese companies are adopting two core strategies for international expansion: comprehensive AI integration and high-end branding. This includes a "Glocal" strategy, which combines global thinking with local action [4]. - Honor's international business has undergone a structural transformation, with overseas shipments rising from less than 10% of total shipments in early 2021 to nearly 50% by Q3 2025, indicating a strategic pivot towards international markets [4]. Group 3: Market Segmentation - Historically, Chinese manufacturers dominated the global mid-to-low-end market, but now they are increasingly focusing on the mid-to-high-end segments to balance scale and profitability. Honor is positioning itself in the $300-$500 price range, which accounted for approximately 23% of its overseas shipments in the first three quarters of 2025 [5]. - The high-end market, particularly in Europe, is a critical battleground for consumer electronics, with Honor maintaining a top-five market position in key Western European markets and achieving a 15% year-on-year growth in Central and Eastern Europe [7]. Group 4: Product Innovation - To penetrate the high-end market, product capability is essential. Honor has launched advanced products like the Magic8 series, which features AI-driven capabilities and innovative designs [9]. - The introduction of the ROBOT PHONE, a smartphone integrated with AI and robotics, showcases the innovative direction of Chinese manufacturers, with plans for further details to be revealed at major tech events [10]. Group 5: Future Outlook - The trends of high-end positioning and globalization are expected to continue, with a focus on enhancing product capabilities and user experiences through AI advancements [11]. - For Honor, 2025 marks a pivotal year in its transformation from a smartphone manufacturer to a leading AI terminal ecosystem company, with a global shipment target of over 71 million units and the fastest growth rate among the top ten brands [11][12].

21世纪经济报道记者倪雨晴深圳报道 IDC最新报告显示，全球智能手机市场在2025年实现增长，全年出货量达12.6亿部，同比增长1.9%。虽 然总体处在回暖的上升通道，但依然面临长期挑战。 中国智造海外角逐 观察中国企业出口海外市场的策略，虽各有特点，但总体上呈现出两个核心特征，一是全面AI化，二 是品牌高端化。主流厂商的全球化打法不谋而合。 比如，OPPO、vivo等都提出Glocal策略，Glocal由global(全球的)和local(本地的)两个词组合而成的合成 词，核心含义是"全球思维，本地行动"，可以总结为"全球本土化"。荣耀则提出强化"AI领导力"与"世 界荣耀"的品牌定调，2025年也荣耀海外突围的关键时期。 Omdia分析师Lucas Zhong向记者指出："过去五年，荣耀的国际业务经历了结构性转变。2021年初，海 外市场出货量占其全球总量的比例仍不足10%；至2025年第三季度,该比例已接近50%。这一变化标志着 荣耀发展路径中的重要战略拐点，海外业务已从早期的边际增量来源，演进为支撑出货量规模扩张、区 域多元化以及长期经营韧性的核心支柱。" 长期以来中国厂商曾凭规模优势主导全球中低端市 ...

Core Insights - The CES 2026 has shifted from a consumer electronics showcase to a platform dominated by discussions on data centers and AI, primarily led by American tech giants like Nvidia and AMD, while Chinese companies focus on consumer-oriented products [1][2][13] - Nvidia's data center revenue reached $51.25 billion in Q3 2025, a 66% year-over-year increase, highlighting a structural imbalance in focus away from consumer needs [1][15] - Chinese companies like TCL and Hisense showcased tangible consumer products, emphasizing practical applications and user-friendly technology, contrasting with the abstract discussions of their American counterparts [3][4][6][15] Group 1: Industry Trends - The trend of "edge computing" is emphasized by Chinese firms, focusing on local processing power rather than cloud dependency, reflecting a deep understanding of consumer needs [13][14] - The evolution of product forms is evident, with innovations like the Honor ROBOT PHONE and the Stone G-Rover, which address real-life consumer challenges [13][14] - Chinese companies are showcasing products that are ready for mass production and purchase, unlike many Western firms that present conceptual prototypes [14][15] Group 2: Consumer Focus - Chinese enterprises are prioritizing consumer needs, as seen in TCL's and Hisense's product offerings that are accessible and understandable to the average user [3][4][6] - The consumer response to AI PCs has been lukewarm, with many users expressing confusion rather than excitement, indicating a disconnect between tech advancements and consumer expectations [2][12] - The success of products like the Stone G-Rover and the Lenovo Qira demonstrates a shift towards practical, user-friendly technology that resonates with everyday consumers [8][12][15] Group 3: Competitive Landscape - The disparity in focus between American and Chinese companies is evident, with the former leaning towards high-performance computing and the latter addressing everyday consumer problems [1][15] - The CES 2026 highlighted a potential future where American tech firms continue to dominate technical discussions while Chinese companies redefine consumer electronics with practical products [16][17] - The ongoing competition suggests that understanding consumer needs will be crucial for success in the evolving tech landscape, with Chinese firms currently leading in this regard [16][17]

Group 1 - The core message of the articles highlights the ongoing transformation in the smartphone industry, driven by AI and new technologies, which poses a challenge to traditional smartphone growth as major companies shift focus towards AI-integrated devices [2][4][5] - Major brands like Honor, Samsung, and Infinix are introducing innovative products such as the AI-integrated ROBOT PHONE, a foldable OLED panel, and a smartphone with global satellite communication capabilities, respectively [2][4] - The global smartphone market is experiencing sluggish growth, with Apple, Samsung, and Xiaomi maintaining the top three positions, while Apple shows a strong recovery, surpassing Samsung for the first time in 14 years [5][7][8] Group 2 - Apple's resurgence is attributed to competitive product offerings and pricing strategies, with the iPhone 16e and iPhone 17 series performing well in the market, particularly in China where sales surged by 37% in October [7][8] - Samsung's stability is also linked to its pricing strategy, with a 7% decrease in average selling price and the introduction of high-value A-series products [10] - The Chinese smartphone market is characterized by volatility, with frequent shifts among the top five brands, and a notable decline in overall shipment volumes in the second quarter [13][15] Group 3 - The mid-range smartphone market is expanding, driven by consumer demand for high-quality, cost-effective products, with significant sales reported for models priced between 2000-2999 yuan [16][18] - High-end smartphones face challenges due to innovation stagnation, leading to a focus on system development and unique user experiences, with brands like Huawei and Xiaomi investing in proprietary operating systems [22][24] - AI is becoming a critical component in high-end smartphones, with brands leveraging AI to enhance ecosystem connectivity and user experience, as seen in Huawei's HarmonyOS and OPPO's AI features [27][30] Group 4 - Marketing strategies in the smartphone industry are evolving, with brands facing challenges in traditional marketing approaches, leading to a shift towards more relatable and engaging campaigns [33][36] - Instant retail is gaining traction, with brands like Apple and others adopting rapid delivery services to meet consumer demand for immediate gratification, significantly impacting sales during major shopping events [40][41] - The smartphone industry is undergoing significant changes, with AI, self-developed systems, and innovative marketing strategies driving a more dynamic and competitive landscape [45]

Core Viewpoint - The launch of the ROBOT PHONE at CES 2026 marks the introduction of the world's first robotic smartphone, showcasing innovative features and a new direction for smart devices [1][4]. Group 1: Product Features - The most notable design feature of the ROBOT PHONE is its integrated hidden three-axis mechanical arm gimbal, which allows for flexible rotation, intelligent tracking, and professional-grade stabilization [3][7]. - This mechanical gimbal solution offers greater physical compensation angles compared to traditional optical image stabilization (OIS) or electronic image stabilization (EIS), effectively reducing image shake in dynamic shooting scenarios without sacrificing image quality [3][7]. - The ROBOT PHONE is equipped with Honor's self-developed edge-side large model, YOYO, which possesses emotional perception and proactive service capabilities, enabling the system to recognize user emotions, habits, and environmental conditions through multi-modal sensors [3][7]. Group 2: Production and Strategic Importance - Although the current displayed model of the ROBOT PHONE is still an engineering prototype, it is close to its final production form, with plans for mass production set for the first half of 2026 [4][7]. - As a core project of Honor's Alpha strategy, the ROBOT PHONE is perceived as a new intelligent entity that retains traditional smartphone usage habits while incorporating capabilities that allow it to "move," "see," and "think," thus gently envisioning the future of smart terminals [4][7].

Group 1 - The core message of the New Year address by Honor's EMT management team emphasizes the company's achievements in 2025 and outlines its strategic direction for 2026 [1] - Honor's global smartphone shipments surpassed 71 million units in 2025, marking a 9% year-on-year increase, with overseas market sales growing by 47% and accounting for over 50% of total revenue [1] - In regional performance, Honor's shipments in Latin America and the Middle East and Africa exceeded 10 million units, achieving over 10% market share in 17 key countries [1] - Honor's high-end product line, particularly the Magic V5, has captured a 34% market share in the European foldable smartphone market [1] - The global shipment of Honor's 400 series has surpassed 6 million units, and the newly launched WIN series for esports has shown promising initial sales [1] - Honor plans to officially launch the "ROBOT PHONE," an alpha mobile robot, next year, indicating a diversification beyond traditional smartphone categories [1] Group 2 - For 2026, Honor aims to advance its "Alpha Strategy" to transform into a leading global AI terminal ecosystem company [2] - The company will establish Alpha Labs to focus on key technological innovations, laying the groundwork for N+2 technology advancements [2] - Honor emphasizes its "1x3xN" ecological strategy and has formed comprehensive strategic partnerships with companies like Alibaba, BYD, Google, and Qualcomm [2] - The management acknowledges challenges in the industry, including global memory supply and demand pressures and significant price increases, and plans to drive a user-centric transformation [2] - Organizational revitalization will be pursued through initiatives like the "Eagle Plan" and "Sailing Plan" [2]

Group 1 - The AI revolution is a significant competition that impacts national fortunes, with China and the US as the main players [1][13][32] - The development of AI has evolved through key milestones, starting from Turing's question in 1950 to the emergence of GPT-3.5 in 2022, marking a pivotal moment in AI's integration into daily life [10][24][30] - The AI infrastructure investment in the US is projected to exceed $350 billion by 2025, while China's investment is expected to reach 630 billion RMB, indicating a massive scale of infrastructure development in both countries [24][26] Group 2 - The competition between the US and China in AI is characterized by different approaches: the US focuses on AI chips and closed-source models, while China leverages its manufacturing capabilities and open-source models [30][28] - By 2025, the majority of large AI models will be concentrated in the US and China, with both countries accounting for over 80% of the global total [26][28] - The AI industry is witnessing a surge in applications across various sectors, including finance, healthcare, and manufacturing, with companies like Shanghai Bank and Xiamen Guomao leading the way in AI integration [44][50][57] Group 3 - The emergence of multi-modal technologies is revolutionizing content production, allowing non-technical users to create high-quality content easily [34][36] - The AI animation industry has seen a dramatic increase in production and efficiency, with a reported 600% growth in output and a significant reduction in production costs [38][39] - Companies are increasingly adopting AI to innovate their business models, as seen in the case of Jinpai Home, which utilizes AI for home renovation services [53][57] Group 4 - The robotics sector is rapidly evolving, with a new generation of companies emerging to develop intelligent robots capable of performing complex tasks [72][74] - The market for embodied intelligent robots is expected to become a significant part of China's economy, with predictions of four trillion-yuan markets emerging in various sectors [80][82] - Innovations in AI-driven products, such as the ROBOT PHONE by Honor, highlight the integration of AI into consumer electronics, showcasing the potential for new market opportunities [84][85]

Core Viewpoint - The article emphasizes that the AI revolution is a significant competition that will impact national fortunes, highlighting the rapid advancements and implications of AI technology in various sectors [2][22]. Group 1: AI Development History - The concept of artificial intelligence was first introduced in 1956 at the Dartmouth Conference, marking the beginning of a long journey in AI research [11]. - Key milestones include the introduction of deep learning by Geoffrey Hinton in 2006 and the launch of GPT-3.5 in 2022, which significantly advanced AI capabilities [17][18]. - The article notes that AI has now entered everyday life and industries, with significant developments in China and the U.S. [18][19]. Group 2: AI Investment Landscape - By 2025, the U.S. is expected to invest over $350 billion in AI infrastructure, while China’s investment is projected to reach 630 billion RMB [41]. - The article highlights that the U.S. currently dominates AI computing power, holding 74.5% of global capacity, compared to China's 14% [43]. - The investment in AI infrastructure in China is compared to the historical investment in high-speed rail, indicating a significant commitment to AI development [41]. Group 3: AI Applications and Innovations - The article discusses the emergence of AI in various industries, including banking, where Shanghai Bank has become the first AI-native mobile bank [75]. - It highlights the rapid growth of AI-driven content production, such as AI-generated comics, which have seen a 600% increase in production [67]. - The use of AI in sectors like healthcare, logistics, and manufacturing is emphasized, showcasing its transformative potential [78][81]. Group 4: Competitive Landscape - The article outlines the competitive dynamics between the U.S. and China in AI, with both countries pursuing different strategies: the U.S. focusing on closed-source models and China on open-source models [54][55]. - It mentions that by 2025, over 80% of the world's large models will be developed in the U.S. and China, with significant advancements in image generation and text capabilities [46][49]. - The competition extends to autonomous driving, with both countries making strides in developing self-driving technologies [57]. Group 5: Future Trends and Predictions - The article predicts that the next decade will see the emergence of four trillion-dollar markets in China, including the robotics sector, which is expected to play a crucial role in manufacturing upgrades [118][120]. - It discusses the potential for AI to redefine personal capabilities and the importance of adapting to new technologies in various industries [72][98]. - The article concludes with a call for recognition of the ongoing AI revolution and its implications for the future [58].