计算机行业专题：计算机主题巡礼——鸿蒙

Investment Rating - The industry investment rating is "Overweight" [1] Core Viewpoints - The report emphasizes the importance of building an ecosystem for open-source operating systems, using Android as a reference point [1][4] - Huawei's Harmony OS is expanding its ecosystem, with a focus on achieving a fully autonomous and controllable operating system [1][10] - The report highlights the significant growth of Harmony OS, which has reached a market share of 17% in China, surpassing Apple's 16% [1][18] Summary by Sections 1. Open-source Operating Systems - Open-source operating systems are crucial for managing hardware and software resources, serving as the interface between users and computers [4][6] - Android is cited as a successful example of an open-source operating system that has built a robust ecosystem through partnerships and a commercial model [7][9] 2. Development History of Harmony OS - Harmony OS was officially launched by Huawei in August 2019, aiming to reduce reliance on foreign operating systems due to U.S. export restrictions [14][10] - The system has evolved to include HarmonyOS NEXT, which aims to eliminate compatibility with Android, marking a significant shift towards a fully independent operating system [14][20] 3. Market Share and Ecosystem - Harmony OS has crossed the critical 16% market share threshold in China, indicating its position as the second-largest mobile operating system in the country [18][20] - The report discusses the revenue-sharing model with hardware partners, which includes providing open-source software, selling products, and operating services [22][30] 4. Partner Ecosystem - The Harmony OS ecosystem includes various partners categorized by their level of contribution, with notable companies like Runhe Software and ChinaSoft International being key contributors [23][25] - The report outlines the contributions made by partners to the OpenHarmony project, highlighting the collaborative effort in developing the ecosystem [26][27]