这个岁末年初，一句"爱你老己"在朋友圈刷了屏。这个源自游戏《英雄联盟》中角色台词"爱你老妈，明天见"的改编，已经脱离了原有语境，在当下这个 时代里变成年轻人的心声。 短短四个字，是抛下别人的期待，在辛苦了一年之后，拍拍自己，像老朋友一样，说出对自己的爱和赞扬。 而"爱你老己"的流行，恰恰也说明年轻人远远不够爱自己。它的背后，是一整个笼罩东亚小孩的比较宇宙。 漫画家、中国美术学院副教授阮筠庭花了十三年绘制出的半自传式作品《春晖》，就讲述了这样的故事。她笔下的主人公春晖，乍一看，用流行的话说， 就是"别人家的孩子"——年少成名、名校毕业、大学老师。 但剖开春晖的内心世界，一个矛盾的甚至有些厌弃自己的人慢慢呈现出来。比如，学生问春晖，你为什么你当老师？春晖说：因为妈妈希望她当老师。 所有人都觉得老师好，有寒暑假又稳定，但春晖却觉得要当好一个老师非常难，她不想像在沙滩挑满分贝壳那样，给学生分出三六九等，抛下那些看起来 很弱的人。与此同时，困于日常琐碎的春晖，也离那个纯粹的艺术家梦越来越远。 《春晖》在2024年出版，很多年轻人看它，读两页就泪流满面，也有人写信给阮筠庭，"好像心里的那些很多无法被名状的感受，终于被说了 ...

vivo产品经理韩伯啸曾提到，和行业一些"用算法模拟没算法"的方案不同，X300系列的原生光影是真的 极少算法介入，对有这方面要求的用户来说，提供了一种很极致的选择。并不鼓励普通用户一直使用， 毕竟各种复杂的环境还是很需要计算摄影托底。但是，偶尔随着情绪用一用，会得到一个完全不一样的 感受，尝试一台机器完全兼顾两个方向。 凤凰网科技讯 1月6日，vivo官方宣布，旗舰影像功能"原生光影"将于1月起陆续向vivo X200系列、vivo X100 Ultra的用户推送。 ...

Group 1 - The article discusses the recent trend in the smartphone industry, where major Chinese brands are shifting from curved screens back to flat screen designs [2][3] - Xiaomi initiated this trend with its Xiaomi 13 series, gradually moving towards flat screen solutions [2][3] - Other brands like OPPO and vivo have also adopted flat screens in their flagship models, such as the Find X8 and X200 series [2][3] Group 2 - The latest models released, including Huawei Mate 80, Xiaomi 17, OPPO Find X9, and vivo X300 series, all feature flat screen designs [2][3] - Previously, Huawei exclusively used curved screens across its entire Mate 40 series lineup [2][3]

Core Viewpoint - Huawei's Mate 80 series has launched the industry's first 700MHz emergency communication feature, enhancing communication capabilities in disaster scenarios and positioning itself as a leader in integrated communication functions [2][18]. Summary by Sections 1. Introduction of 700MHz Emergency Communication - Huawei announced the Mate 80 series featuring 700MHz emergency communication, capable of penetrating three floors and covering over 13 kilometers, aimed at providing communication during disasters [2][18]. 2. Understanding "No Network Communication" - "No network communication" refers to the ability to communicate without traditional network infrastructure, relying on direct, decentralized connections between devices [2][4]. - This technology has gained attention due to its potential to maintain communication in extreme environments where traditional networks fail [3][21]. 3. Technical Mechanisms - The core principles of no network communication include direct device-to-device (D2D) communication and mesh networking, allowing devices to form ad-hoc networks for data transmission [5][6]. - Devices can communicate directly using protocols like Bluetooth and Wi-Fi Direct, bypassing traditional network infrastructure [5][6]. 4. Market Trends and User Demand - The rise of no network communication is driven by market saturation in traditional hardware features, prompting manufacturers to seek new selling points that enhance user experience [8]. - Increasing outdoor activities and the need for reliable communication in weak network areas have made no network communication a critical feature for consumers [8][21]. 5. Competitor Developments - Other manufacturers like OPPO and Vivo have also introduced their versions of no network communication, showcasing various capabilities such as long-distance communication and emergency SOS features [9][12][14]. - Xiaomi's "Starry No Network Communication" system utilizes a distributed network approach, allowing devices to act as signal relay nodes, enhancing communication stability [14][17]. 6. Future Prospects - The future of no network communication lies in its ability to complement existing cellular networks, providing reliable communication in areas where traditional networks are inadequate [20][22]. - This technology is expected to evolve into a secondary communication channel, ensuring connectivity in extreme conditions and enhancing safety in various applications [21][22].

Core Viewpoint - Vivo has launched the Vivo Vision mixed reality headset, becoming the first Chinese technology company to integrate both mobile and mixed reality (MR) technologies, creating a comprehensive ecosystem for content creation and user experience [1] Group 1: Product Features - The Vivo Vision headset weighs only 398g, significantly lighter than the industry average of 600-700g, and its dimensions are 26% smaller than the industry average [2] - It features a new OriginOS Vision system that allows for high-precision eye tracking and gesture recognition, enhancing user interaction [2] - The headset utilizes a Micro-OLED screen with dual 8K resolution and 94% DCI-P3 color gamut coverage, ensuring high color accuracy and consistency [3] Group 2: Technological Advancements - The device is powered by Qualcomm's second-generation Snapdragon XR2+ platform, which offers 2.5 times the GPU performance and 8 times the AI performance compared to its predecessor [3] - Vivo has focused on building an ecosystem that integrates various content types, including movies, games, and live sports events, to enhance user experience [3] Group 3: Strategic Initiatives - Starting August 22, the Vivo Vision headset will be available for experience in select cities across China, with 13 authorized experience stores [4] - Vivo is upgrading its imaging strategy to better meet diverse user needs, focusing on integrating imaging capabilities across various scenarios [4][5] - The company has entered a new phase of global imaging strategic cooperation with Zeiss, aiming to innovate in mobile imaging technology [6] Group 4: Future Directions - Vivo plans to continue its user-oriented approach and commitment to technological innovation, aiming for long-term growth and sustainability [7]

Core Insights - Chinese smartphone manufacturers are leading in the "arms race" of battery capacity, with an average battery capacity of 5418mAh in May 2025, a year-on-year increase of 11%, compared to a global average increase of only 3% [1][3] Battery Capacity Trends - The trend of increasing battery capacity among domestic smartphones has been evident over the past two years, with 6000mAh batteries becoming the norm and some flagship models exceeding 7000mAh [3][4] - In the first half of this year, several mid-range models have adopted batteries over 7000mAh, with two models featuring 8000mAh batteries, marking a significant milestone in battery capacity [4] Technological Advancements - The growth in battery capacity is attributed to the adoption of Silicon Carbon (SiC) batteries, which offer higher battery density and allow for larger capacities within the same physical dimensions [5] - The first smartphone with a SiC battery was launched in February 2023, with widespread adoption expected to begin in the second half of 2024 [5] Market Share and OEM Performance - As of May 2025, the market share of smartphones with battery capacities of 6000mAh and above has increased from 9% to 35% year-on-year, indicating a significant shift in consumer preferences [6] - OnePlus leads in average battery capacity in the Chinese market, followed by brands like Honor, Huawei, and Vivo, which are also equipping their models with larger batteries [6] Competitive Landscape - In contrast to the rapid increase in battery capacity among Chinese manufacturers, Apple is reportedly launching the iPhone 17 Air with a battery capacity of only 2800mAh, which is smaller than previous models [8][9] - The decision to prioritize a thinner design for the iPhone 17 Air has led to a reduction in battery size, raising concerns about the practicality for heavy users who may need to carry external chargers [9]

Core Insights - Huawei has launched the Pura80 digital version, which will officially go on sale on July 30, with a starting price of 4699 yuan, representing an 800 yuan decrease compared to the previous generation [1][3] - The smartphone market is facing increased competition, particularly in the 4000 yuan price range, with several brands including Apple and Xiaomi also adopting price reduction strategies [3][4] - The overall smartphone market in China has seen a decline in shipments, with a 4.0% year-on-year drop in Q2 2025, marking the end of six consecutive quarters of growth [3][4] Huawei's Market Position - Huawei regained the top position in China's smartphone shipments for the first time in four years, despite a 3.4% year-on-year decline in total shipments [3][4] - In Q2 2025, Huawei's market share was 18.1%, with shipments of 12.5 million units, while competitors like Vivo and OPPO experienced larger declines [4][5] - Huawei's high-end smartphone market remains strong, with a 69% year-on-year increase in shipments for devices priced above 600 USD, capturing 38% of that market segment [6] Market Dynamics - The smartphone market is under pressure due to low consumer confidence and extended replacement cycles, leading to a challenging environment for all brands [5][6] - Analysts predict that without significant new demand, Huawei's growth may slow down, potentially leading to single-digit growth or slight declines in the Chinese market [5] - The success of Huawei's HarmonyOS ecosystem is crucial for its long-term competitiveness against Apple, although it currently faces challenges with software bugs and incomplete functionalities [5][6]

Core Viewpoint - The article discusses the phenomenon of "OTA castration" in the smartphone industry, where manufacturers limit the functionality of older models despite their hardware capabilities, leading to a subpar user experience [2][5][40]. Group 1: OTA Castration Phenomenon - Manufacturers often restrict features on older devices to differentiate product lines and maintain exclusivity for newer models [2][5]. - The "OTA castration" results in older flagship models receiving fewer software updates and features compared to newer mid-range devices, despite having similar hardware [5][23]. - Examples include Vivo's X200 series, which lacks certain features available on the mid-range S30 series, despite being marketed as a flagship [15][17]. Group 2: Specific Manufacturer Cases - Vivo's X200 Pro mini received limited functionality for new filters compared to the X200 Ultra, despite both devices having similar hardware [11][13]. - OPPO's Find X8 series introduced new imaging algorithms that older models like Find X7 Ultra do not support, despite having the necessary hardware [24][29]. - Xiaomi's latest flagship, the Xiaomi 15 Ultra, lacks certain features that are available on the Redmi K80 Ultra, raising concerns about prioritization in software updates [30][35]. Group 3: Industry Implications - The trend of limiting software updates to newer models creates dissatisfaction among users who expect longevity and full functionality from their devices [40]. - The smartphone industry’s focus on rapid product releases and feature differentiation often leads to inadequate support for older models, undermining user trust [40].

Core Insights - The high-end smartphone market in China is perceived to be dominated by Huawei, but recent data shows that Xiaomi is performing comparably in this segment [1][4] - As of June 1, the activation data indicates that both Huawei Mate70 series and Xiaomi 15 series have sold 4.98 million units each, with Vivo X200 series at 3.37 million and OPPO Find X8 series at 0.27 million [2] - The recent sales performance has surprised many Huawei fans, as they expected Huawei to lead in the high-end market against Xiaomi [4][6] Sales Performance - Huawei Mate70 series has a cumulative sales figure of 4.98 million units, matching Xiaomi 15 series [2] - The sales gap between Huawei and Xiaomi is minimal, with Huawei only surpassing Xiaomi by 200 units, indicating a very close competition [6][7] - Xiaomi had a lead of over 200,000 units until May, but Huawei's supply chain stabilization has allowed it to catch up [4][6] Supply Chain and Market Dynamics - Huawei's sales have been impacted by long-term supply shortages, particularly for its high-demand Pro and Pro+ versions of the Mate70 series [7] - The lifecycle of Huawei's flagship devices is approximately 1.5 to 2 years, while Android flagships typically have a shorter lifecycle of 6 months to 1 year [9] - The stabilization of Huawei's supply chain is expected to enhance its sales performance in the long run, despite short-term fluctuations [6][9] Future Outlook - Xiaomi's recent performance in the high-end market is seen as a significant achievement, marking the first time it has led Huawei in flagship sales for an extended period [11] - With the upcoming release of Xiaomi's self-developed processor, the company is expected to increase its flagship iteration speed and product offerings, potentially allowing it to compete more effectively with Huawei [11]

Group 1: Market Overview - The Chinese smartphone market has entered a mature phase, with Huawei's strong return intensifying competition among manufacturers [1][2] - In Q1 2025, China's smartphone shipments reached 71.6 million units, a 3.3% year-on-year increase, outperforming the global average of 1.5% [3][4] - Xiaomi led the market with a 18.6% share, followed closely by Huawei at 18.0%, while Apple saw a significant decline, dropping to fifth place with a 13.7% market share [4][5] Group 2: Huawei's Market Strategy - Huawei's resurgence began with the Mate60 series launch, which filled the 5G smartphone gap and significantly impacted competitors' sales [5] - Huawei's channel strategy includes offering higher profit margins to distributors, leading to a substantial increase in its sales share among channel partners [5] - The competitive landscape is expected to remain tight, with Huawei reclaiming market share that was previously held by other brands [6] Group 3: International Expansion - Chinese smartphone brands are increasingly focusing on international markets, with a shift towards mid-to-high-end segments, contrasting with previous strategies that emphasized cost-effectiveness [7][9] - Honor has achieved over 50% of its sales from overseas markets, becoming a significant player in regions like Malaysia and Singapore [7][8] - OPPO and Xiaomi have also expanded their international presence, with OPPO's overseas shipments accounting for about 60% of its total sales [8][9] Group 4: Localization Strategies - Brands are adopting localized strategies to enhance their market presence, such as OPPO's integration of local culture into retail experiences in Indonesia [12][13] - Vivo aims to increase its overseas revenue share to 70% within two years, emphasizing local talent and production [13] - Successful examples include Transsion's tailored products for African consumers, demonstrating the importance of understanding local preferences [17][18] Group 5: Challenges in International Markets - Adapting to local regulations and building trust with consumers are critical challenges for Chinese brands entering foreign markets [15][16] - Legal disputes with international competitors pose additional hurdles, impacting market expansion efforts [16] - The fragmented nature of markets like Europe requires brands to customize their strategies rather than adopting a one-size-fits-all approach [17]