越过千万生死线，鸿蒙直面商业化考验

Core Insights - Huawei's HarmonyOS 5 has surpassed 12 million terminal devices, indicating a significant milestone in the commercialization of domestic operating systems [1][6] - The rapid growth of HarmonyOS reflects innovations in its underlying architecture, industry alliances, and software-hardware integration [1][2] - The operating system aims to break the long-standing dominance of foreign brands in the operating system market, particularly in smartphones and PCs [1][3] Group 1: Development and Challenges - HarmonyOS's development faced challenges due to the late start of the domestic software industry and reliance on open-source Linux, which hindered the formation of a self-controlled technology system [3][4] - Huawei initiated the development of HarmonyOS in 2015, aiming for a 10-20 year vision for the Internet of Things [3][4] - The system's architecture allows for distributed computing, enabling developers to create applications that can run across multiple devices, thus simplifying the development process [4][5] Group 2: Market Position and Ecosystem - As of October 2022, the number of devices supporting HarmonyOS exceeded 1 billion, with 6.75 million registered developers [7][8] - HarmonyOS is expected to enhance Huawei's competitive edge in the smartphone market, with projections indicating a return to the top position in market share by Q2 2025 [8][10] - The Chinese operating system market is projected to reach 25 billion yuan by 2025, with the software industry expected to exceed 3.5 trillion yuan by 2030, indicating significant growth potential for HarmonyOS [10][11] Group 3: Adaptability and Future Prospects - Despite its growth, HarmonyOS faces challenges in application compatibility, particularly with popular apps like WeChat and Douyin, which affects user experience [12][15] - Huawei is actively working to improve the ecosystem by lowering development barriers and providing incentives for developers to create applications for HarmonyOS [13][14] - The operating system is positioned to potentially become the third-largest globally, leveraging its advantages in domestic replacement and full-scene interconnectivity [13][15]