新技术前瞻专题系列（三）：纯血鸿蒙五问五答

Investment Rating - The industry investment rating is "Positive" as it is expected to outperform the benchmark index by more than 5% [65]. Core Insights - The report highlights the rise of the HarmonyOS, which has surpassed Apple's iOS in the Chinese market, achieving a market share of 17% in Q1 2024, up from 8% in Q1 2023, while iOS dropped from 20% to 16% [29][32]. - The report emphasizes the advantages of the new HarmonyOS NEXT, including system-level AI capabilities, innovative architecture, enhanced security, and seamless connectivity across devices [34][35]. - The HarmonyOS NEXT is expected to drive significant growth in the ecosystem, benefiting various companies involved in application development and adaptation [53]. Summary by Sections Section 1: Android System's Rise - The Android system has maintained a market share of over 65% in China from Q4 2022 to Q1 2024, reaching 68% in Q1 2024, significantly ahead of HarmonyOS and iOS [16][29]. - The report discusses the decline of the Symbian system due to its cumbersome ecosystem and the withdrawal of support from Nokia, which led to a weakened hardware ecosystem [12][14]. Section 2: Background and Development of HarmonyOS - HarmonyOS was launched by Huawei in response to concerns over Google's supply chain disruptions and the need for a secure, independent operating system amid global challenges [24][26]. - The report outlines the evolution of HarmonyOS, including the release of the open-source version OpenHarmony 1.0 and the commercial version HarmonyOS 2.0, which initially supported Android applications [26][29]. Section 3: Advantages of HarmonyOS NEXT - HarmonyOS NEXT features significant upgrades in computing power, performance, security, and connectivity, with a 30% overall performance improvement compared to previous versions [38][43]. - The new architecture allows for better integration of software, hardware, and cloud services, enhancing user experience and efficiency [38][40]. Section 4: Market Impact and Beneficiaries - The report identifies key beneficiaries of the HarmonyOS NEXT launch, including companies like Jiuquan Technology, Lexin Medical, and iFlytek, which are expected to benefit from the growing ecosystem [53][56]. - The ecosystem is projected to mature rapidly, with over 10,000 applications already available, covering 99.9% of consumer needs [50][51].