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华为兑现了五年前的阳谋
虎嗅APP·2025-05-10 03:05

Core Viewpoint - The article discusses Huawei's launch of the HarmonyOS on PCs, highlighting the challenges it faces in competing with the entrenched dominance of Windows in the operating system market [3][4][9]. Group 1: Market Position and Strategy - Huawei has achieved a 11% market share in China's PC market with 4.3 million units shipped in 2024, ranking second [5]. - The push for HarmonyOS PCs is driven by the need for a consistent user experience across devices, especially after the transition of mobile and IoT devices to HarmonyOS [6][7]. - The HarmonyOS PC aims to fill a gap in the domestic "Xinchuang" (信创) product market, which focuses on self-sufficiency in technology to avoid external risks [9][12]. Group 2: Product Features and Development - The HarmonyOS PC has been developed over five years with over 10,000 engineers and 2,700 core patents [7]. - The initial product, Matebook Pro, features a user interface that combines elements from both Windows and HarmonyOS mobile systems, aiming for a more streamlined user experience [14][17]. - Huawei has adapted 300 applications for the HarmonyOS PC, with over 2,000 more in the pipeline, although it still faces a significant gap compared to the millions of applications available on Windows [19][21]. Group 3: Competitive Advantages and Challenges - The native AI capabilities of HarmonyOS may provide a competitive edge, as Windows struggles to integrate AI due to its legacy code and system complexity [26][28]. - The article notes that while HarmonyOS PCs are positioned to capture the government and enterprise market, competing in the consumer market against Windows will be a long-term challenge, potentially taking five to ten years [34][36]. - User habits established over decades with Windows present a significant barrier to adoption for HarmonyOS PCs [37]. Group 4: Long-term Outlook - Despite the challenges, the long-term potential for HarmonyOS PCs is promising, especially given the 900 million users of HarmonyOS across smartphones and IoT devices since its launch in 2019 [38].