共筑AI终端新生态 京东与荣耀明确未来三年全渠道1000亿销售目标

JD.com and Honor have signed a strategic cooperation agreement, targeting over 100 billion yuan in omnichannel sales over the next three years. The collaboration focuses on three key dimensions: product co-creation, user co-operation, and ecosystem sharing.

1. Product co-creation involves a C2M reverse customization model, developing devices like the large-screen AI phone Honor Play 70 Plus and the robot phone Honor Robot Phone. It includes creating specialized models for groups like delivery riders and using real-world pilot scenarios to inform product iteration.

2. User co-operation involves optimizing marketing strategies, including joint membership programs, student-specific benefits, carrier bundles, and trade-in offers. It integrates national subsidies and consumption vouchers, and provides purchase subsidies through the "Jingbu Contract" program to achieve breakthrough new product launches.

Ecosystem sharing integrates JD.com's 700 million users with Honor's 200 million smart devices, utilizing the JoyAI large model for multimodal interaction. This covers scenarios like food ordering and smart shopping guides to create a one-stop smart living experience.

Notable achievements include sales of over 1 million units for a hit Honor phone in 2025, the MagicPad Pro 3 topping JD.com's 11.11 tablet new product traffic rankings, and record-breaking initial sales for the Honor WIN series.

The partnership focuses on brand marketing, channel development, and product R&D to drive AI device adoption and respond to consumer trends.

1. Brand marketing leverages full-funnel resource integration, including joint membership operations, precise audience targeting, and high-end IP collaborations, to enhance brand image, supported by data-driven advertising innovation.

2. Channel development relies on JD MALL, JD Home stores, and Honor stores to achieve omnichannel integration, offering immersive upgrade experiences and deepening expansion into overseas markets like Western Europe.

3. Product R&D utilizes the C2M model to develop exclusive custom products, such as innovative interactive features and hardware-optimized models for young users, catering to diverse needs. It also accelerates the deployment of robot products in logistics and home scenarios.

Consumer trends are reflected in the popularization of AI terminals, with Honor's AHI concept creating "lifelike" smart devices. An example is the innovative form factor and cutting-edge tech experience of the Honor Robot Phone.

The collaboration presents growth opportunities and business model innovation, including policy support and risk considerations.

1. Growth markets involve overseas expansion, such as JD's Joybuy platform partnering with Honor in Western Europe for category planning, logistics fulfillment, and localized operations to facilitate the brand's global reach.

2. Evolving consumer demand opportunities include developing specialized models for groups like delivery riders and gamers, optimizing hardware and software for niche needs, and launching IP co-branded products via the C2M model.

3. Learnable strategies and business models include the ecosystem-sharing approach, integrating AI services for a one-stop smart life. Support policies encompass national subsidies, consumption vouchers, and interest-free installments, deepening the "Jingbu Contract" phone purchase model.

A noted risk is the increasingly competitive market environment. Countermeasures include accelerating AI terminal deployment and multi-industry integration. A key case is the sales of over 1 million units for an exclusive hot-selling phone model in 2025.

The partnership highlights evolving product design and production demands, alongside digital opportunities for business expansion.

1. Product design and production needs are driven by the C2M reverse customization model, involving the development of large-screen AI phones and specialized models, optimizing hardware-software integration. Real-world pilot projects, such as logistics robot trials, inform iterative improvements.

2. Business opportunities include deploying robot products in industrial and home settings, and deepening collaboration in government and enterprise procurement (e.g., industrial supplies, office goods), offering insights for supply chain services.

3. Digital and e-commerce advancements involve cooperation in JD's logistics, technology, and finance sectors. Utilizing AI large models and cloud computing enhances supply chain efficiency for cost reduction and efficiency gains. A case in point is the Honor Play 70 Plus, which pioneered a new phone category.

The collaboration reveals industry trends, new technologies, and solutions addressing client pain points.

1. The key industry trend is the accelerated adoption of AI terminal ecosystems. JD and Honor are integrating on-device large models and cloud services to enable multimodal interaction and long-term memory capabilities, covering scenarios like smart shopping guides and lifestyle services.

2. New technologies include the JoyAI large model, on-device intelligence, and cloud computing applications. This involves deep co-development of Honor's robot product series, seamlessly connecting with JD's diverse AI services.

3. For client pain points like accurately perceiving user needs, the solution is providing a one-stop smart living experience through ecosystem sharing. An example is the time-saving convenience of integrated food ordering. A relevant case is the implementation of AI ecosystems like the embodied intelligence JoyInside.

The cooperation deepens platform operations, management, and merchant acquisition strategies in response to commercial needs.

1. Latest platform initiatives include omnichannel integration, leveraging JD MALL, JD Home, and Honor stores to create immersive experiences. Marketing resources like livestreaming and New Year's Eve galas are integrated to boost new product launches.

2. Merchant acquisition focuses on overseas market expansion. JD's Joybuy platform collaborates with Honor in Western Europe on category planning, logistics fulfillment, and marketing, providing efficient connection pathways.

3. Operations management involves data empowerment and logistics synergy. JD Logistics is innovating warehousing models within the supply chain to reduce costs and improve efficiency. To mitigate risks like intense market competition, the strategy emphasizes accelerating the deployment of AI terminals.

The partnership reflects new industry movements and business model innovations, offering policy insights.

1. A key industry movement is the development of the AI terminal ecosystem. Honor's AHI concept aims to create "lifelike" smart devices, promoting deep integration across industries, including government-enterprise and industrial cooperation.

2. Emerging challenges include a competitive market environment. Insights suggest exploring growth potential through the C2M model and ecosystem sharing. Innovative business models involve full product lifecycle co-creation and developing new product categories.

3. Policy and regulatory implications involve the application of government subsidies, such as integrating national subsidies and consumption vouchers to optimize the user experience. A notable case is the 2025 application of flagship chipsets in Android tablets, which topped traffic rankings.