2024年鸿蒙系统研究报告（摘要版）

Investment Rating - The report does not explicitly state an investment rating for the HarmonyOS industry Core Insights - HarmonyOS is a distributed operating system launched by Huawei, designed for a wide range of interconnected devices, supporting various terminal devices including smartphones, tablets, and smart home devices [10][13] - The market share of HarmonyOS in the Chinese smartphone operating system market has increased from 8% in Q3 2022 to 13% in Q3 2023, with the total number of HarmonyOS ecosystem devices reaching 800 million by January 2024 [24][21] - The HarmonyOS NEXT version is expected to enhance Huawei's competitive edge, with a focus on self-developed operating systems and AIGC strategies [31][34] Summary by Sections HarmonyOS Overview - HarmonyOS is a full-scenario distributed operating system launched by Huawei, supporting a variety of terminal devices [10][13] - The system follows a "1+8+N" strategy, where "1" represents smartphones, "8" represents major device categories, and "N" represents various applications developed by partners [13][20] Technical Features - HarmonyOS features a distributed architecture and high-performance capabilities, adaptable to "1+8+N" types of terminal devices [20][15] - The system emphasizes three core technical concepts: one-time development for multiple deployments, modular service development, and a unified ecosystem with native intelligence [18][19] Current Development Status - The market share of HarmonyOS in the Chinese smartphone market has shown stable growth, increasing from 9% in Q4 2022 to 10.4% in Q4 2023, with a total shipment of 10.4 million units in Q4 2023, a 47% year-on-year increase [34][21] - The total number of HarmonyOS ecosystem devices has reached 800 million as of January 2024 [24][21] Industry Related Targets - Key industry players include Runhe Software, a primary partner in the HarmonyOS ecosystem, and Softcom Power, which provides comprehensive support for HarmonyOS integration [63][65] - The report highlights the contributions of OpenHarmony partners, with Huawei, Deep Open Harmony, Softcom Power, and others being the top contributors [51][54] Market Potential - The report forecasts significant market growth for HarmonyOS across various sectors, including mobile, PC, automotive, and IoT, with the mobile OS market expected to reach 150.5 billion yuan by 2027 [59][60] - The automotive OS market is projected to reach 439 billion yuan in 2023, with a penetration rate of 65% for smart cockpits [59][60]