华为兑现了五年前的阳谋

Core Viewpoint - Huawei's introduction of the HarmonyOS on computers represents a significant challenge to the dominance of Windows, which has not been effectively challenged since its inception as a universal operating system [1][2][8]. Market Position - In 2024, Huawei is projected to ship 4.3 million PCs, capturing an 11% market share in mainland China, making it the second-largest player in the market [3]. - The HarmonyOS PC aims to fill a gap in the domestic market for "trusted and controllable" products, particularly in the context of government and enterprise procurement [8][9]. Technical Features - HarmonyOS offers unique features such as distributed soft bus capabilities, enabling high-speed, low-latency data transfer and task collaboration across different devices, which Windows cannot match [4]. - The system has been developed over five years with over 10,000 engineers and more than 2,700 core patents [4]. Product Development - The first hardware platform for HarmonyOS is the new Matebook Pro, which integrates design elements from previous models while introducing a new user interface [11]. - The interface combines elements from both Windows and HarmonyOS mobile systems, aiming to simplify user interactions [11][13]. Software and Hardware Adaptation - Huawei has created an application store for HarmonyOS PCs, with 300 applications already adapted and over 2,000 more in the process [13][15]. - The company is also addressing hardware compatibility by providing drivers for various peripherals, which is crucial for PC users [17]. Competitive Landscape - While HarmonyOS has advantages in AI integration, Windows has a vast library of software that poses a significant challenge for HarmonyOS in the short term [15][20]. - The AI capabilities of HarmonyOS, such as the "image dialogue" feature, are designed to leverage a combination of cloud and local processing, providing a competitive edge [20][22]. Long-term Outlook - The potential for HarmonyOS PCs in the government and enterprise market is strong due to existing demand for domestic products [23]. - Competing with Windows in the consumer market will be a long-term endeavor, likely taking five to ten years to establish a significant presence [24][25]. - User habits and the entrenched nature of Windows as a standard operating system present additional challenges for HarmonyOS [26]. User Base - Since its launch in 2019, HarmonyOS has accumulated 900 million users across smartphones and IoT devices, providing a substantial foundation for the new PC initiative [26].