破局者鸿蒙：日增15万终端，国产OS的星辰大海与全球“新选择”

Core Viewpoint - The article emphasizes the significant economic impact of operating systems, particularly highlighting the success of Huawei's HarmonyOS (鸿蒙) as a new player in the global operating system market, which is crucial for China's technological independence and innovation [2][16]. Group 1: Economic Impact of Operating Systems - Apple's App Store is projected to generate $1.3 trillion (approximately 9.15 trillion RMB) in developer revenue in 2024, nearing China's expected new housing sales of 9.675 trillion RMB [1]. - The mobile IoT market in China is expected to reach 45.271 billion RMB in 2024, with various applications across public services, smart retail, and industrial manufacturing [9]. Group 2: Development and Market Position of HarmonyOS - HarmonyOS has surpassed a 16% market share, considered a critical threshold for success, reaching 18% by Q3 2025, and has outperformed iOS in China for seven consecutive quarters [4][6]. - As of December 22, 2023, over 32 million devices are equipped with HarmonyOS 5 and 6, marking it as the fastest-growing operating system in smart devices history [6]. Group 3: Technological Advancements - HarmonyOS 6 is seen as a milestone, enhancing security, fluidity, and AI capabilities, with a 30% performance improvement over HarmonyOS 4 [6]. - The system's AI integration allows for advanced cross-device collaboration, enabling seamless file transfers between Huawei and Apple devices [6]. Group 4: Open Source and Ecosystem Development - The open-source version of HarmonyOS, OpenHarmony, allows various manufacturers to develop industry-specific operating systems, fostering a collaborative software infrastructure [11]. - The ecosystem is expanding into critical sectors such as finance, transportation, and healthcare, with projections of adding 400 million devices in the next five years, potentially generating 32 to 48 billion RMB in market size [11]. Group 5: Strategic Importance and Future Outlook - HarmonyOS is positioned as a foundational element for China's digital economy, contributing to national security and digital sovereignty [16]. - The Chinese operating system market is expected to reach 58.6 billion RMB by 2025, with significant opportunities for domestic manufacturers [16]. - The mobile application ecosystem in China is projected to grow to 3.49 trillion RMB by 2025, with a user base of 1.289 billion, indicating a robust market for HarmonyOS [18].