软件与服务:操作系统大会2024开幕,开源欧拉持续突破
Changjiang Securities·2024-11-19 02:27

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [8]. Core Insights - The openEuler Summit 2024, themed "Intelligent World," was held in Beijing, showcasing the continuous breakthroughs of the openEuler operating system, which is pivotal for China's foundational software innovation and supply chain security [5][6]. - The openEuler operating system has achieved a market share of 36.8% among new server operating systems in 2023, with projections to exceed 50% in 2024, indicating strong growth and adoption [5][6]. - The openEuler community has attracted over 20,000 contributors and more than 1,800 enterprises, research institutions, and universities, fostering a robust open-source ecosystem [6]. - The cessation of support for CentOS has accelerated the need for domestic server operating systems, positioning Chinese companies like Huawei and Alibaba Cloud to capitalize on this shift [6][7]. Summary by Sections Event Description - The openEuler Summit 2024 took place on November 15-16, focusing on the theme "Intelligent World" [5]. Market Performance - The openEuler operating system's market share in new server operating systems reached 36.8% in 2023, with expectations to surpass 50% in 2024, and a cumulative installation of over 10 million units in five years [5][6]. Community and Ecosystem - The openEuler community is the first open-source community in China's foundational software sector, with significant participation from contributors and institutions, enhancing talent development and innovation [6]. Industry Trends - The report highlights the ongoing trend of domestic replacement in the server operating system market, driven by the need for security and self-sufficiency in the supply chain [7].

软件与服务:操作系统大会2024开幕,开源欧拉持续突破 - Reportify