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鸿蒙生态又攻下重要一城
华尔街见闻· 2025-05-12 07:11
Core Viewpoint - The launch of Harmony OS-based computers by Huawei marks a significant milestone in the Chinese electronic information industry, establishing a domestically controlled computer operating system and aiming to reshape the global operating system market [1][2][3]. Group 1: Product Launch and Market Position - Huawei officially introduced Harmony OS computers, transitioning its terminal products into the Harmony era, competing with Windows and macOS in the computer operating system market [1]. - As of March 2025, Windows holds over 70% market share, while macOS exceeds 10%, indicating a highly concentrated market dominated by these two systems [2]. - The introduction of Harmony OS aims to fill the gap in the domestic computer operating system market, which has been largely vacant in the consumer sector [2]. Group 2: Technological Advancements - Harmony OS has achieved a breakthrough in creating a self-controlled operating system within a decade, a feat that took Western counterparts over 30 years [3]. - The operating system supports "one-time development, multi-end deployment," allowing for seamless integration across devices and enhancing user experience [4][8]. - The system-level AI capabilities embedded in Harmony OS enhance user interaction and functionality, such as the AI smart key and intelligent assistant [4]. Group 3: Ecosystem Development - Huawei's "1+8+N" strategy aims to create a comprehensive ecosystem centered around Harmony OS, integrating various smart devices and applications [7]. - The launch of Harmony OS computers is expected to accelerate the development of the Harmony ecosystem, enhancing its market presence and application diversity [7][12]. - Over 150 dedicated computer applications are in the process of adaptation, with expectations to support over 2000 applications by the end of the year, covering various user scenarios [11]. Group 4: Industry Collaboration - Harmony OS promotes an open collaboration model, allowing third-party developers to leverage its capabilities, thus reducing development costs and enhancing application efficiency [11][12]. - Partnerships with leading manufacturers like HP, Canon, and Lenovo facilitate compatibility with over 1000 external devices, broadening the ecosystem's reach [11]. - The ongoing development of Harmony OS is creating a positive feedback loop between technology, ecosystem, and market growth, attracting more developers and enriching the application landscape [12][14].