Core Viewpoint - Huawei's HarmonyOS has surpassed 10 million devices, marking a significant milestone in its ecosystem development, with substantial investments made to support developers and enhance user engagement [2][4]. Group 1: HarmonyOS Development - HarmonyOS 5.0 devices have exceeded 10 million, indicating a successful transition past a critical point in its ecosystem [2][4]. - Huawei has invested nearly 10 billion yuan this year to support developers migrating to the HarmonyOS ecosystem, including user incentives like the "Harmony Daily New Red Packet" worth up to 1,000 yuan [3][4]. Group 2: Investment and R&D - The R&D costs for HarmonyOS are substantial, with over 10,000 personnel involved annually for six years, totaling several hundred billion yuan, and the codebase consists of 130 million lines [6][7]. - Huawei emphasizes that the investment in HarmonyOS is worthwhile for the nation, as it allows various smart terminals and devices to operate on a unified operating system [6]. Group 3: Ecosystem Growth - Despite having over 30,000 applications, HarmonyOS still lags behind Android and iOS, which have significantly more applications. However, the top 5,000 applications account for 99.9% of consumer usage time [8]. - According to Counter Point Research, HarmonyOS is projected to capture 19% of the Chinese smartphone market share by Q4 2024, surpassing Apple's iOS, which is expected to hold 17% [8]. Group 4: Developer Support Initiatives - Huawei has launched the "Harmony Starlight Program," committing 100 million yuan in cash and resources to support campus developers and creative talents [10]. - The Huawei Developer Space has been upgraded to provide developers with AI application development experiences, integrating various Huawei core technologies and attracting over 1.1 million developers [10][11].
余承东:“遥遥领先”讲得非常少!鸿蒙5.0已度过生死线
证券时报·2025-08-17 03:55