Investment Rating - The report does not explicitly state an investment rating for the industry or specific company Core Insights - Huawei officially released the developer preview of HarmonyOS 6, focusing on AI capability upgrades and ecosystem expansion, with key innovations including low-latency interaction and the Harmony Multi-Agent Framework (HMAF) [13][14] - Huawei has successfully built a HarmonyOS ecosystem with over 30,000 native applications, demonstrating the viability of its technical path despite external challenges [14][15] - The new system is expected to save approximately 1.5 GB of RAM and improve overall system smoothness by 30% compared to previous versions [15][16] Summary by Sections Event Overview - On June 20, 2025, Huawei launched HarmonyOS 6 at the HDC 2025 Developer Conference, emphasizing AI upgrades and ecosystem growth, including a RMB 100 million "Harmony Starlight Program" to support developers [13][14] Technological Innovations - Huawei's competitive advantage is built on three core innovations: 1) HMAF framework enabling 8ms-level multi-agent coordination 2) Computing Routing Protocol allowing smartphones to utilize PC GPUs for 4K rendering, improving efficiency by 58% 3) DevEco CodeGenie achieving 91% code generation accuracy [15][16] Competitive Landscape - HarmonyOS 6 is reshaping the mobile operating system landscape, showing potential to challenge the Android/iOS duopoly, with a first-mover advantage in AI-native architecture [16]
HDC2025（1）破局与重构：HarmonyOS6的技术突围与生态进化
Haitong Securities International·2025-06-27 06:06