Core Viewpoint - The key to the breakthrough of domestic operating systems lies not in forced imitation driven by "replacement anxiety," but in identifying advantageous scenarios based on "demand insight" and breaking technical barriers through open-source collaboration, thereby building irreplaceability in niche markets [1][3][4]. Group 1: Market Context - Domestic operating systems have made significant strides, particularly in the consumer electronics sector, with Huawei's new phones exclusively using "pure HarmonyOS" [3]. - The global IoT device count is expected to exceed 64 billion by 2025, with China's market size surpassing 4.5 trillion yuan, accounting for over 30% [3]. - The market is fragmented, with various giants positioning themselves differently: open-source HarmonyOS aims for "all-scenario unification," while Xiaomi's Vela targets smart homes, and Alibaba focuses on industrial internet [3][4]. Group 2: Technological Insights - RT-Thread, a domestic open-source embedded operating system, has achieved an installation base of over 2.5 billion units, making it the largest domestic embedded OS by installation volume [6][16]. - The choice of a microkernel and lightweight design for RT-Thread was driven by market demand, particularly for small chips that cannot run Linux or Android [6][14]. - The operating system's success is attributed to its ability to meet specific needs in fragmented scenarios, such as real-time response requirements in satellites and automotive applications [7][14]. Group 3: Competitive Landscape - The rise of domestic operating systems faces challenges, including weak developer ecosystems and difficulties in adapting to various chips and toolchains [7][19]. - RT-Thread differentiates itself by being a neutral and open third-party platform, collaborating with various manufacturers, and having a solid understanding of the domestic market [21][31]. - The competition includes major players like Huawei and Xiaomi, with RT-Thread focusing on foundational operating systems for vehicles and industrial applications [31][36]. Group 4: Future Outlook - The future of operating systems may involve either creating a self-contained ecosystem like Apple or adhering to an open-source model [7][25]. - The ongoing geopolitical tensions and the push for domestic alternatives are accelerating the development of domestic operating systems [7][24]. - RT-Thread is well-positioned to adapt to the RISC-V architecture, which is gaining traction as an open instruction set standard, enhancing its competitive edge [37][42].

Core Viewpoint - The launch of HarmonyOS computer marks a significant milestone for Huawei, showcasing its first desktop operating system and emphasizing its independent development from the kernel level [4][8][22] Group 1: Product Overview - HarmonyOS computer is the first domestic computer operating system in China, developed entirely from the ground up, unlike previous systems based on modified Linux [4][10] - The computer aims to integrate advanced mobile experiences into the desktop environment, focusing on AI capabilities, seamless cross-device connectivity, and robust security features [4][12][20] - The official release of HarmonyOS computer is scheduled for May 19 [7][8] Group 2: Development and Investment - Over five years, Huawei has invested heavily in the development of HarmonyOS computer, with over 2,700 core patents and a team of more than 10,000 engineers involved [10][22] - The project has evolved from a prototype in 2021 to an engineering machine in 2022-2023, with plans for commercial machines by 2023-2025 [8][10] Group 3: Key Features - The computer incorporates AI deeply into its system, allowing for local deployment of AI functions without the need for internet connectivity [12][14] - Features like "hand-eye coordination" enable seamless interaction between devices, enhancing user experience [16][18] - The system supports cross-device sharing of keyboard and mouse, with file transfer speeds reaching up to 160 MB/s [18][20] Group 4: Security Aspects - Emphasizing security, HarmonyOS computer is built on a robust architecture that addresses privacy and data security concerns, including features like a super privacy mode and privacy indicators [20][22] - The system is designed to protect against targeted cyber attacks, making it suitable for sensitive government and enterprise applications [20][22] Group 5: Ecosystem and Market Position - The success of HarmonyOS computer relies heavily on the development of a supportive ecosystem, requiring collaboration with industry partners to create applications and attract users [22]

智通财经记者 | 宋佳楠 5月8日，在深圳举办的鸿蒙电脑技术与生态沟通会上，华为首款搭载HarmonyOS操作系统的鸿蒙电脑 正式亮相。至此，鸿蒙OS全面覆盖了手机、电脑、手表、大屏、平板、座舱等全场景终端设备。 早在2020年，面对外部限制，华为便开启鸿蒙电脑的研发。华为终端平板与PC线总裁朱懂东表示，整 个研发周期历时五年，投入超10000名工程师与20多家专业研究所协同合作。据他透露，鸿蒙电脑产品 将于5月19日正式发布。 鸿蒙电脑基于鸿蒙内核构建，采用新的星盾安全架构，可从底层保障用户隐私安全。智能助理 "小艺" 融合了AI能力，可通过语音指令快速生成 PPT、实现跨设备知识管理、自动生成会议纪要等。借助分 布式软总线技术，鸿蒙电脑支持手机、电脑、平板三设备间的键鼠共享。 过去一年，鸿蒙已在生态建设方面取得不小的突破。据华为方面透露，鸿蒙原生应用和元服务上架超过 2万个，开发者数量超过720万，生态设备超10亿台，这些均为鸿蒙PC打下基础。 长期以来，国产电脑操作系统发展缓慢，主流系统及核心生态被国外厂商主导。如今，鸿蒙电脑的推 出，标志着国产操作系统在个人电脑领域实现重要突破。 不仅如此，鸿蒙电脑的 ...

Group 1 - Huawei will officially unveil the HarmonyOS PC at a communication conference on May 8 in Shenzhen, marking the first domestically produced computer restructured from the operating system kernel [1] - The HarmonyOS PC aims to bring breakthroughs in data security, intelligence, and interconnected experiences, with various innovative features developed by HarmonyOS ecosystem partners [1] - The success of the HarmonyOS PC largely depends on the ecosystem, which requires collective innovation and collaboration across all sectors of the Chinese computer industry [1] Group 2 - Research institutions anticipate a rapid increase in demand for HarmonyOS PCs as the domestic operating system is launched and the Harmony ecosystem matures [2] - Canalys research indicates that 2024 will be a pivotal year for the transition from traditional PCs to AI PCs, with global AI PC shipments expected to account for 18% of total PC shipments, rising to 40% by 2025 [2] - The compound annual growth rate (CAGR) for AI PC shipments from 2024 to 2028 is projected to be 44% [2] Group 3 - Softcom Power is a founding member of the OpenHarmony device unified interconnection technology standard preparation group, facilitating interoperability with HarmonyOS and accelerating the development of domestic AI PCs and HarmonyOS PCs [3] - Zhiwei Intelligent has adapted multiple products to the open-source HarmonyOS and completed product compatibility certification [3] - Tuo Wei Information's Zhaohan RH220T series general-purpose servers, based on Huawei's Kunpeng 920 processor, have been successfully deployed in large-scale computing cluster projects for digital government, major telecom operators, and large enterprises [3]

Core Viewpoint - Huawei is continuously updating its PC product line, with the latest iteration of the Qingtian series, the Qingtian L420x laptop, showcasing new hardware configurations and system adaptations [1] Group 1: Product Specifications - The Qingtian L420x features a 14.2-inch OLED display with a resolution of 2880x1920 pixels, supporting a 120Hz refresh rate and a peak brightness of 450 nits, representing an improvement over previous models [3] - The laptop maintains a lightweight design with a thickness of 14.5mm and a weight of 1.32kg, aligning with mainstream business laptop portability standards [3] - It is powered by the Kirin 9000C processor, built on TSMC's 5nm process technology, and features an 8-core CPU architecture [3] - Storage options include 8GB/16GB RAM and a combination of 256GB to 1TB solid-state drives [3] Group 2: Operating System and Components - The device offers two pre-installed operating system options: Kylin (KOS) and Tongxin UOS, but does not yet include HarmonyOS [3] - The laptop boasts a 98.4% localization rate, indicating progress in the domestic supply chain, with core components like the processor, integrated graphics, and wireless modules developed by domestic companies [5] - The current operating system is based on existing domestic Linux distributions, highlighting a difference from the anticipated HarmonyOS 5.0 for future models [5] Group 3: Market Position and Future Outlook - Huawei is increasing its investment in the commercial PC sector, with enhancements in hardware performance and display quality in this product iteration [7] - Industry analysts suggest that the ongoing optimization of domestic chip performance and the improvement of operating system ecosystems make such devices promising for specific industry applications [7]

Core Viewpoint - The launch of Harmony OS computers by Huawei marks a significant step towards establishing a domestic operating system ecosystem, addressing long-standing issues in China's electronic information industry, particularly the reliance on foreign operating systems [1][2]. Group 1: Product Launch and Market Impact - Huawei announced that Harmony OS computers will be released in May, indicating a full transition to the Harmony era for Huawei terminals, which presents new opportunities for the domestic computer industry [1]. - The Harmony OS represents a major breakthrough in operating systems, being fully self-developed from the kernel to applications, which allows for greater innovation and collaboration within the ecosystem [2]. Group 2: Technological Advancements - The distributed soft bus technology of Harmony OS enhances connectivity between computers and other smart devices, improving resource sharing and interaction, which is particularly beneficial in office settings [3]. - The operating system is designed with a focus on security, providing a more autonomous and controllable security experience for users [3]. Group 3: Market Dynamics and Consumer Trends - The Chinese computer market is undergoing a transformation, with strong demand in niche markets and high-performance computers despite overall market growth slowing [3]. - The integration of artificial intelligence with computers is opening new growth opportunities, indicating that the market is far from saturated, and the introduction of Harmony OS computers will inject new vitality into the market [3].