2024年HarmonyOS行业概览：“纯血”鸿蒙重磅发布，万物互联应用是否打开？（精简版）

Investment Rating - The report does not explicitly provide an investment rating for the HarmonyOS industry Core Insights - HarmonyOS NEXT, a full-scene intelligent operating system, was officially launched at the HDC 2024 conference, with consumer beta testing set to begin in August 2024 across various Huawei devices [4] - The market size for HarmonyOS in China is projected to grow rapidly, with a CAGR of 66.6% from 2021 to 2025, increasing from 41.85 billion to 200.82 billion yuan, and a subsequent CAGR of 24.2% from 2025 to 2028, reaching 384.3 billion yuan [4] - HarmonyOS is positioned as a self-developed operating system in China, but its global market share remains small, particularly in desktop and automotive operating systems [4] Summary by Sections HarmonyOS Development and Market Position - HarmonyOS has over 5,000 native applications in development and more than 1,500 applications available on the Huawei App Store, indicating a strong push towards building a comprehensive ecosystem [4] - The operating system aims to unify multiple devices and scenarios, enhancing overall performance by 30% through innovative software architecture and deep integration of hardware and cloud services [4] Smart Home Integration - The report highlights Huawei's "1+2+N" smart home solution, which integrates IoT, cloud computing, and AI technologies for systematic management of home devices, enhancing safety, intelligence, comfort, energy efficiency, and convenience [5] Industry Ecosystem and Partnerships - Huawei's HarmonyOS Connect certification for chips supports developers by shortening device development and certification cycles, showcasing a complete ecosystem from chip development to terminal hardware [7] - The global demand for high-performance computing and automotive applications is expected to drive significant investment in semiconductor manufacturing, with spending on 12-inch wafer front-end facilities projected to reach $137 billion by 2027 [7] Developer Support Initiatives - Huawei has launched multiple initiatives, including the "Hongfei Plan" and "Yaoxing Plan," to support and incentivize global developers, aiming to foster innovation and commercial success within the HarmonyOS ecosystem [12]