鸿蒙押注新未来：用AI重写数字世界交互逻辑

Core Viewpoint - The year 2025 is anticipated to be a pivotal moment for the explosion of terminal AI, marking a significant transition in the industry akin to the shift from feature phones to smartphones. This transition represents a fundamental restructuring of business models and interaction logic, moving from a passive service model centered around apps to an active service model centered around AI agents [1]. Group 1: Industry Transition - The challenge of reconstructing the connection between humans and devices is a common issue faced by all manufacturers in this transition [2]. - There are two main factions in the industry: one that seeks to improve existing app ecosystems and another that advocates for a fundamental restructuring at the operating system level [3]. - Huawei, as a representative of the "reconstruction faction," has anchored its strategy at the foundational level, aiming to integrate AI capabilities into the native genes of the operating system [4]. Group 2: AI Terminal Classification - Huawei's terminal intelligence classification standard, developed in collaboration with Tsinghua University, categorizes AI terminals into levels L1 to L5, emphasizing the need for terminals to evolve beyond mere tools to achieve autonomous planning capabilities at L3 [5][10]. - Most current products remain trapped in outdated architectures, failing to progress beyond L1 and L2 stages, which are characterized by human-led, AI-assisted functionalities [8][16]. Group 3: Path Dependency in AI Applications - The industry exhibits three typical path dependencies that hinder true generational leaps in AI applications: 1. Major model vendors focus on B to C products, leading to "floating intelligence" that lacks integration with device-level operations [9]. 2. Internet giants with super apps tend to create "segmented intelligence," confining AI capabilities within their ecosystems and exacerbating data silos [11][13]. 3. Traditional terminal manufacturers adopt a "patchwork intelligence" approach, integrating AI features in a fragmented manner without a cohesive system-level strategy [14][15]. Group 4: System-Level Reconstruction - Huawei's HarmonyOS is pursuing a challenging path of system-level reconstruction, breaking down the rigid boundaries between applications and systems [21][22]. - The foundation of this reconstruction is the Harmony Intelligent Agent Framework (HMAF), which establishes a unique intent framework and user data map, transforming the operating system into a proactive service provider [25]. Group 5: User Experience Transformation - The bottom-level reconstruction allows for a shift from cumbersome operations to a dialogue-based interaction, where the system can autonomously identify user intentions and execute tasks seamlessly [27][28]. - This transformation enables a proactive response from services, exemplified by the Shenzhen Airlines intelligent agent that can handle complex booking processes through simple voice commands [29]. Group 6: Developer Ecosystem and Flow Distribution - HarmonyOS provides a platform for developers to create intelligent agents that can be easily integrated across various devices, enhancing the overall user experience [31][32]. - The new service distribution mechanism shifts the focus from app downloads to real-time user needs, allowing smaller developers to gain visibility and opportunities in the market [37]. Group 7: Market Growth and Developer Opportunities - Currently, over 32 million devices equipped with HarmonyOS 5/6 have been deployed, creating a robust foundation for the new flow of services [38][40]. - As the L3 intelligent experience is realized and the intent-service commercial loop is established, the Harmony AI ecosystem is entering a phase of substantial benefit release, presenting a prime opportunity for developers to engage with the next generation of service distribution [41][42].