计算机行业：从华为鸿蒙系统看国产操作系统进程

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The launch of HarmonyOS NEXT marks a significant advancement in China's efforts to develop a fully autonomous operating system, positioning it as the third major operating system alongside iOS and Android [1][2] - The market for domestic operating systems is projected to grow from 1.35 billion in 2019 to 3.41 billion in 2024, reflecting a compound annual growth rate of 20.4% [11][12] Summary by Sections Development of Huawei HarmonyOS - Huawei began planning its operating system in 2012, officially launching HarmonyOS in 2019 after being placed on the U.S. entity list [2] - The latest version, HarmonyOS NEXT, was released on October 22, 2024, featuring a 30% improvement in overall performance and a 20% reduction in power consumption [2][5] Current State of Operating Systems - Operating systems are categorized into desktop, server, mobile, embedded, and cloud systems, with security being a critical aspect of their functionality [3] - The global market is dominated by Android and Windows, holding approximately 45% and 27% market shares respectively as of September 2024 [5][7] Market Dynamics - The domestic operating system market is experiencing rapid growth due to supportive policies, technological innovations, and the need for self-sufficiency in technology [11] - The willingness of Chinese users to migrate to domestic server operating systems is increasing, with top choices being Longxin, Tongxin UOS, and Kirin operating systems [8][7] Market Share Insights - HarmonyOS has seen its market share in the domestic mobile operating system market rise from 8% in Q1 2023 to 17% in Q1 2024, surpassing iOS [8][10] - The report indicates that HarmonyOS has crossed a critical market share threshold, suggesting a successful phase in its ecosystem development [8] Investment and Financing Trends - The operating system sector requires significant long-term investment, and there have been multiple financing activities to support ongoing development [14]