Core Viewpoint - The article discusses the rapid development and challenges of Huawei's HarmonyOS, highlighting its ambition to compete with Android and iOS ecosystems by the end of the year, with over 10 million devices already using HarmonyOS 5 [3][10]. Group 1: HarmonyOS Development and Investment - Huawei has invested nearly 10 billion yuan in resources to support developers migrating to HarmonyOS, emphasizing the importance of this operating system for national information infrastructure security [4][11]. - Since its launch in August 2019, HarmonyOS has seen significant investment, with over 10,000 R&D personnel annually and cumulative R&D expenses reaching hundreds of billions, resulting in a codebase of 130 million lines [4][6]. Group 2: Ecosystem and Application Migration - By September 30, 2023, all major Alibaba apps, including Taobao and Tmall, are expected to achieve 100% compatibility with HarmonyOS, indicating a strong push for ecosystem integration [3][8]. - The transition to HarmonyOS 5.0, which is based entirely on Huawei's self-developed kernel, marks a significant shift away from reliance on Android, allowing for greater autonomy and control [6][10]. Group 3: Market Position and Challenges - HarmonyOS has captured 19% of the domestic market, surpassing iOS, but still lags significantly behind Android, which presents a challenge for further growth [10]. - Globally, HarmonyOS holds about 4% market share, indicating the need for continued efforts to enhance its ecosystem and address partner concerns regarding investment returns [10]. Group 4: User Growth and Feedback - User growth for HarmonyOS has shown a non-linear acceleration, with the jump from 1 million to 10 million users occurring much faster than the initial growth phase [10][11]. - Huawei is actively addressing user feedback regarding app performance issues, with plans to upgrade existing devices to improve overall user experience [11].
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第一财经·2025-08-18 09:09