鸿蒙2030白皮书

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The industry is on the brink of a fourth industrial revolution driven by advancements in green energy, mathematics, communication technologies, and intelligent technologies, which will create a new digital economy and enhance scientific exploration and technological innovation [2][3]. - The rapid development of artificial intelligence (AI) is identified as a core driver of societal progress, with significant breakthroughs expected in the next decade [19][20]. - The integration of virtual and real worlds through technologies like the metaverse is anticipated to create a trillion-dollar market by 2030 [23]. - The report emphasizes the need for a comprehensive approach to technological innovation, considering business models, legal regulations, and talent development to ensure long-term societal benefits [2][3]. Summary by Sections Industry Trends - AI technology is experiencing revolutionary breakthroughs, accelerating the arrival of the intelligent era, with applications expanding from repetitive tasks to complex cognitive work [19]. - The fusion of virtual and real worlds is leading to multi-modal human-computer interactions, enhancing user experiences [23]. - New technological breakthroughs are resulting in diverse terminal product forms and significant market growth, with a projected compound annual growth rate of 6.6% in the global consumer electronics market until 2030 [25]. Future Scenario Outlook - Personalized intelligent services will emerge, with AI agents capable of understanding user preferences and managing daily tasks [28][29]. - Immersive audio-visual experiences will evolve, integrating multiple sensory inputs to enhance user engagement [31][32]. - Smart office environments will leverage AI to improve efficiency, with an expected average productivity increase of 30% across industries by 2030 [34]. - Home experiences will become more user-centric, with smart home devices providing personalized management of living environments [36]. - Vehicles will transform into mobile intelligent living spaces, with smart cockpit penetration expected to exceed 90% by 2030 [39]. - Comprehensive upgrades across various industries will be driven by AI and communication technologies, enhancing operational efficiency and public services [42][44]. Vision and Key Features of HarmonyOS 2030 - The vision for HarmonyOS 2030 focuses on creating a user-centered, all-scenario intelligent operating system that integrates intelligent, spatial, and unified features [49][50]. - Key features include breaking boundaries in human-computer collaboration, virtual and physical world integration, and device and data unification [50][51]. - The report outlines the importance of a secure and efficient computing environment, emphasizing the need for privacy and ecological enablement in the evolving digital landscape [48][56].