鸿蒙5终端数量突破2000万 国产操作系统加速规模化

Core Insights - Huawei's HarmonyOS has achieved a significant milestone with over 20 million terminal devices as of September 29, 2025, marking a new phase in its ecosystem development [1] - The growth rate of HarmonyOS has accelerated, reaching 10 million devices in just two months after the previous milestone, indicating increased demand from users and developers [4][6] Group 1: Ecosystem Development - The 20 million device count reflects the successful market validation of the domestic operating system between consumers and developers [4] - Major applications from Tencent and Alibaba, as well as partnerships with China UnionPay and China Mobile, are increasingly adapting to the HarmonyOS ecosystem, enhancing user experience [4][6] - The launch of promotional initiatives, such as the "HarmonyOS Special Edition," aims to strengthen user engagement and loyalty within the ecosystem [5] Group 2: Market Position and Growth - The achievement of 20 million devices signifies that HarmonyOS has moved past its early exploratory phase, entering a larger market testing stage with improved system stability and user experience [6] - Huawei's smartphone market share reached 18.1% in Q2 2025, leading the Chinese market, which has contributed to the growth of the HarmonyOS ecosystem [6] - The application ecosystem has expanded rapidly, with over 30,000 applications and more than 9,000 applications participating in system-level innovations [6] Group 3: Future Challenges and Opportunities - Despite the growth, HarmonyOS faces challenges related to application compatibility, cross-platform connectivity, and developer revenue distribution as its user base expands [8] - The ongoing support from local governments and the commitment of developers to the HarmonyOS platform indicate a strong potential for future growth [8] - The evolution of HarmonyOS represents a breakthrough in market validation, technological innovation, and ecosystem collaboration for China's self-developed operating systems [8]