Core Viewpoint - Huawei's launch of the HarmonyOS-based computer marks a significant step in enhancing its all-scenario ecosystem, integrating various devices and applications into a cohesive user experience [1][2]. Group 1: Product Development and Ecosystem - The HarmonyOS computer is a crucial component of Huawei's "1+8+N" all-scenario ecosystem, which includes HarmonyOS smartphones and tablets, indicating a comprehensive upgrade to smart office solutions [2]. - The development of the HarmonyOS computer has taken five years, starting from the prototype in 2021, showcasing Huawei's commitment to building a robust domestic software ecosystem [2]. - The HarmonyOS computer aims to address the challenges faced by domestic software developers, particularly in the context of a mature Windows and macOS ecosystem, by providing a new platform for innovation and growth [2][3]. Group 2: Technological Innovations - The HarmonyOS computer is built on the HarmonyOS 5 kernel, offering a refined, intelligent, secure, and seamless user experience through deep integration of AI capabilities with hardware and software [4]. - Features such as the AI assistant "Xiao Yi" enhance productivity by enabling users to perform tasks like document creation and meeting summaries with simple voice commands [4]. - The distributed soft bus technology allows for a seamless experience across devices, enabling users to share keyboard and mouse functionality between smartphones, tablets, and computers [4]. Group 3: Market Opportunities - The HarmonyOS computer unlocks a new incremental market for mobile applications, allowing for cross-platform migration and adaptation of popular apps like Xiaohongshu, Bilibili, and Feishu [5]. - This capability enables users to enjoy the convenience of mobile applications while leveraging the efficiency of desktop computing, creating a "one application, all scenarios" experience [5].

Group 1 - Huawei's HarmonyOS computer was unveiled at the "Harmony Computer Technology and Ecosystem Communication Conference" on May 8, marking a significant step in the company's "1+8+N" all-scenario ecosystem [1] - The HarmonyOS computer will officially launch on May 19, and it has been developed over five years with over 10,000 engineers and more than 2,700 core patents accumulated [1][2] - The device runs on HarmonyOS 5, offering a seamless experience across devices, enhancing office efficiency by allowing users to share keyboard and mouse across phones, tablets, and computers [1] Group 2 - Huawei's MateBook brand was launched in 2017, and the company has achieved significant milestones, including becoming the second-largest PC vendor in China by shipment volume in 2024 with 4.3 million units sold, capturing an 11% market share [2] - The Harmony ecosystem has reached over 1 billion devices by April 2025, covering a wide range of smart hardware, and over 300 applications have been adapted for the HarmonyOS computer, with expectations to exceed 2,000 by the end of the year [2] - The HarmonyOS computer represents a new opportunity for the domestic computer software ecosystem, which has historically lagged behind Windows and macOS, providing a foundation for innovation and development [3]

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]