计算机：鸿蒙点评-鸿蒙PC即将到来，2025迎关键窗口期

Industry Investment Rating - The industry investment rating for the computer sector is Positive (Maintained) [18] Core Views - The formation of an ecosystem requires support from both users and software developers, with strong network effects leading to a winner-takes-all scenario [2] - The global mobile operating system market is highly concentrated, with Android, iOS, and HarmonyOS holding 80%, 16%, and 4% market share respectively in Q3 2024 [2] - HarmonyOS faces a critical window in 2025, with user adoption and application ecosystem development being key factors for its success [13] - The US-China tech rivalry is intensifying, making self-reliance in foundational software and hardware, including operating systems, increasingly urgent [8] - HarmonyOS is expected to play a pivotal role in achieving domestic substitution in the operating system market [8] Ecosystem Development - OpenHarmony 5.0 has been released, with Harmony NEXT sharing the ecosystem with OpenHarmony [3][23] - HarmonyOS NEXT has already adapted 15,000 high-impact native applications and meta-services, but many long-tail applications remain unsupported [13] - Huawei aims to have 100,000 native applications as a benchmark for consumer maturity, with the next 6-12 months being a critical period for application adaptation [13] - The prosperity of the OpenHarmony ecosystem is expected to further enhance the HarmonyOS ecosystem, promoting its widespread adoption and application richness [23] B2B and G2B Applications - B2B and G2B applications are lagging in adaptation due to budget constraints, user scale, and economic considerations [4] - Under the backdrop of US-China tech competition and policy-driven self-reliance, HarmonyOS is expected to receive strong support, with B2B and G2B applications gradually adapting to the system [4] - Huawei's Xu Zhijun has called for government agencies and enterprises to develop native HarmonyOS versions of their internal applications to meet the needs of professionals [4] - HarmonyOS ecosystem partners are expected to benefit from assisting in the development of these applications, as there is currently a shortage of developers with HarmonyOS expertise in enterprise IT departments [4] PC Market Expansion - Huawei's upcoming PCs may be the last to feature Windows, with future models expected to run HarmonyOS [17] - The Huawei MatePad Pro 13.2-inch, which can be paired with a keyboard for PC-level productivity, and the availability of development guidelines for keyboard and mouse interactions in the HarmonyOS developer community, suggest preparations for the arrival of HarmonyOS PCs [17] Key Players - Companies related to HarmonyOS include: Dongfang Zhongke, Chengmai Technology, Zhiwei Intelligence, SoftStone, Jingjia Micro, Wanxing Technology, AsiaInfo Security, Runhe Software, Changshan Beiming, Jiulian Technology, Topway Information, Faben Information, Xinhai Technology, and Beyondsoft [14]