Group 1 - The mobile internet is entering a phase of stock competition, with slowing traffic growth and rising customer acquisition costs posing significant challenges for developers [2][20][23] - By mid-2025, China's internet penetration rate is projected to reach 79.7%, but the year-on-year growth rate has dropped to around 2%, indicating a ceiling on traffic growth [2][20] - The number of applications on Android and iOS systems reached 4.83 million and 3.26 million respectively by mid-2025, with year-on-year growth rates of 2.43% and 6.52% [2][22] Group 2 - User demand is shifting towards more precise service delivery in segmented scenarios, which is crucial for developers to achieve refined operations [3][27] - The explosive growth of AI applications is injecting new vitality into the industry, with user preference for lightweight AI experiences providing new value points for developers [3][28] - By mid-2025, the average monthly usage time for AI applications increased by 32.7%, leading the mobile application market [3][28] Group 3 - The "Meta Service" is designed to provide lightweight, scenario-based service distribution capabilities, empowering developers throughout the entire process from development to monetization [5][37] - Meta Service leverages distributed technology architecture and AI capabilities to offer smart service distribution solutions, enhancing efficiency in development, user acquisition, retention, and monetization [5][37] - The service aims to bridge the gap between developers and users, optimizing the adaptation of supply-side services to demand-side experiences [5][37] Group 4 - In the development phase, the ASCF framework supports developers in achieving multi-end deployment and technical capability reuse, improving efficiency in development and listing [8][41] - For user acquisition, Meta Service opens various service entry points, including the negative one-screen and smart SMS, to provide effective paths for user acquisition [8][47] - Retention strategies include differentiated solutions for various service types, enhancing user stickiness through dynamic service reminders and frequent exposure [8][56] Group 5 - Meta Service is expected to become a foundational infrastructure for the smart ecosystem, with increasing developer participation enhancing service density and scenario depth [9][71] - The growth cycle of "more partners - richer services - more precise reach - stronger commercial value" is anticipated as more developers join the Harmony ecosystem [9][71] - The service network aims to achieve seamless transitions across multiple devices, expanding the service value radius and creating a user-centered cross-end experience [9][71]
36氪研究院 | 服务分发创新实践：鸿蒙元服务研究报告
3 6 Ke·2025-12-14 23:32