第一财经

"Honor Collaborates with ARRI to Bet on Mobile Imaging: The Smartphone Competition Enters an Era of Fundamental Technologies"

原文:荣耀联手ARRI押注移动影像,手机竞争迈入底层技术时代

Summary of Key Points

The competition in mobile photography has shifted from a focus on “who has the best hardware specifications” (such as large sensors and periscope lenses) to a deeper level of competition involving underlying technologies and creative capabilities. Honor, in collaboration with the film industry giant ARRI, has introduced professional cinematographic techniques and proposed the “Light Intelligence Evolution Law.” They have also restructured their imaging system using an AI-powered native Image Signal Processor (ISP). Industry trends indicate that AI is evolving from a supplementary feature to a core component, with the focus of competition shifting towards the integration of software, algorithms, chips, and ecosystems. Chinese companies are transitioning from being mere technology adopters to active contributors in this field.

Detailed Analysis

1. Competition in Photography: From Hardware to Creative Tools

Over the past decade, mobile photography has revolved around comparing who had the largest sensors or the longest zoom lenses—large sensors made images brighter, and periscope lenses enabled shooting of distant landscapes. However, users now seek more than just clear images; they want professional-quality photos that can be further edited and refined. Honor believes that the competitive focus has shifted to aspects such as video dynamic range (capturing scenes with strong contrast without oversaturation in bright areas or loss of detail in dark ones), color accuracy (colors that match the real world), and post-production flexibility (allowing for adjustments similar to those used in professional films). Both Apple and Android manufacturers are moving in this direction by enhancing their video shooting capabilities and incorporating on-device AI.

The collaboration with ARRI brings professional film techniques to mobile devices, such as ARRI’s LogC3 encoding, which preserves more details during video editing, preventing issues like overly dark or overexposed images. The AWG3 wide color gamut ensures richer colors that give videos a cinematic quality.

2. AI as the “Underlying Brain” of Imaging

Previously, AI in mobile photography served as an auxiliary tool, such as reducing noise or applying HDR effects after shooting. However, with the advent of generative AI, traditional image processing chips (ISPs) are no longer sufficient. AI needs to be involved from the moment light enters the lens—determining whether the scene is a night shot or a portrait, adjusting parameters in real-time, and even creating desired effects (e.g., replacing a plain background with a starry sky). Honor’s approach is to integrate AI directly into the entire photography process using an “AI-native ISP.” This means that AI isn’t just added on top of the traditional ISP; it takes control of every step, from light detection to image processing and content generation. To illustrate, while a traditional ISP is like a “manual transmission car” where AI only helps with settings, the AI-native ISP is like an “autonomous vehicle” that operates more quickly and intelligently.

3. Collaborating with ARRI: Bringing Film Studio Quality to Mobile Devices

ARRI is a leader in the global film industry, having provided equipment for blockbuster films like “Avengers” and “Avatar.” The collaboration with Honor goes beyond a simple brand partnership; it involves transferring professional cinematographic techniques and workflows directly into mobile devices. For example:

  • LogC3 Encoding: Allows videos to be edited with more flexibility, preserving details even when adjusting colors (e.g., changing the time of day from daytime to dusk without losing detail).
  • Official Imaging Styles: Provides pre-set ARRI-style color tones that can be used directly, eliminating the need for manual post-processing.
  • AWG3 Wide Color Gamut: Ensures colors are more accurate to how the human eye perceives them, giving photos and videos a cinematic feel.

For ordinary users, this means they can create works of near-professional quality without purchasing a dedicated camera. For Honor, it represents elevating their products to professional standards and distinguishing them from competitors.

4. The New Battlefront: A “Total War” of Underlying Technology Systems

Previously, mobile photography competition focused on individual breakthroughs (e.g., introducing a new type of sensor). Now, it’s about the integrated capabilities of various systems, including chips (like AI-native ISPs), algorithms (AI participating in the entire process), sensors (such as EVS sensors for improved data capture), and ecosystems (collaborations with professional organizations). Experts at IDC suggest that future competition will not be based on a single hardware parameter but on whether a technology stack can support the needs of the AI era. Chinese companies are also shifting from using existing technologies to co-creating new standards, marking a transition from being followers to leaders in this field.

5. Honor’s “Light Intelligence Evolution Law”: The Fundamental Logic of Imaging Development

Honor introduced the “Light Intelligence Evolution Law” at their launch event, emphasizing two core aspects of imaging development: “light” (front-end capture capabilities, such as sensors and lenses) and “intelligence” (AI algorithms and underlying systems). Future Honor models like the Magic9 will continue this approach by upgrading sensors and using AI-native ISPs to enhance both light capture and processing, ultimately making phones more powerful creative tools that can fulfill users’ desired outcomes.

In One Sentence

The competition in mobile photography has evolved from a race to see who has the best hardware to one about providing users with professional-level imaging experiences. AI and underlying technology systems are the key drivers of this change. Honor’s collaboration with ARRI is a prime example of this trend.