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鸿蒙电脑来了,原华为电脑用户是否受影响?知情人士回应
证券时报·2025-05-09 02:44

Core Viewpoint - Huawei is transitioning its computer products to the HarmonyOS, marking a significant shift from the previously used Microsoft Windows operating system due to the expiration of supply agreements amid U.S. sanctions [3][4]. Group 1: Huawei's Strategy and Product Launch - Huawei plans to officially launch its first HarmonyOS computer on May 19, 2023, with all future computer products pre-installed with HarmonyOS [3]. - The shift to HarmonyOS is part of Huawei's broader strategy to develop a fully self-researched and controllable operating system ecosystem, driven by the need to mitigate reliance on U.S. technology [3][6]. Group 2: Impact on Existing Users - Existing Huawei computer users will not be affected by the transition to HarmonyOS, as Microsoft is obligated to continue providing updates for Windows operating systems purchased by users [4][5]. - Users with Windows 10 installed on their Huawei computers must upgrade to Windows 11 before October 14, 2025, to continue receiving updates [5]. Group 3: Ecosystem Development and Market Position - Concerns regarding the application ecosystem for HarmonyOS on computers are acknowledged, but the existing ecosystem from HarmonyOS on mobile devices is expected to facilitate a quicker adaptation for developers [5][6]. - In the Chinese PC market, Huawei is projected to ship 4.3 million units in 2024, capturing an 11% market share, making it the second-largest PC manufacturer in the country [6].