Core Insights - Microsoft announced that Windows 11 23H2 Home and Pro editions will end security updates on November 11, 2025, creating significant opportunities for domestic operating systems and software ecosystems [1][2] - The upcoming termination of Windows 11 services and frequent upgrade issues present a unique chance for domestic systems to differentiate themselves in the market [2][4] Industry Opportunities - Domestic software companies are encouraged to expand their market share and enhance user recognition due to the impending end of Windows 11 support [1][2] - The Ministry of Industry and Information Technology projects that the domestic operating system market will exceed 80 billion yuan by 2025, with a replacement rate of over 70% in government, finance, and industrial sectors [2] Company Developments - Hunan Kylin Information Security Technology Co., Ltd. has developed an operating system compatible with major domestic CPUs and has passed multiple security certifications [3] - TOWAY Information Systems Co., Ltd. has implemented various applications in digital government, telecommunications, and smart transportation, showcasing its capabilities in these sectors [3] - Kingsoft Office's WPS Office PC has surpassed 100 million daily active devices in China, with global monthly active devices reaching 651 million [3] Challenges for Domestic Software - Domestic software still faces challenges such as insufficient ecosystem applications, user experience issues, limited hardware compatibility, and inadequate developer support [4] - Companies need to enhance technical research and development, optimize system performance, and broaden hardware compatibility to overcome these challenges [4]
Windows11服务进入倒计时 国产软件迎黄金窗口期