Group 1 - Huawei announced that the number of HarmonyOS 5 terminal devices has exceeded 17 million and launched the "Tian Gong Plan," committing 1 billion RMB to support the Harmony AI ecosystem innovation [1] - HarmonyOS integrates native AI support at the system level and aims for full-scene interconnectivity through distributed capabilities [1][2] - Huawei's terminal products have fully adopted HarmonyOS 5 this year, covering various categories such as smartphones, computers, tablets, smartwatches, and smart screens [2] Group 2 - The OpenHarmony ecosystem has seen over 130 million lines of code contributed by more than 9,200 community contributors, resulting in over 1,300 hardware and software products across various industries [2] - The AI agent is becoming a crucial direction for the evolution of the Harmony ecosystem, with the "Tian Gong Plan" supporting developers in building more AI meta-services and intelligent frameworks [2] - The Xiaoyi task space feature is currently in testing, capable of autonomously scheduling over 120 integrated tools and third-party intelligent agents for complex task automation [4]

Core Viewpoint - Huawei has launched its latest foldable smartphone, Mate XTs, which will feature PC applications, marking the first time PC applications are integrated into a mobile device [2] Group 1: Product Features - The Mate XTs will support PC applications such as the PC version of WPS and Wind financial terminal, all of which have been developed and adapted for this device [2] - The smartphone will leverage the HarmonyOS, allowing for features like free multi-window, panoramic multi-window, and multiple PC-level applications, providing users with a new interactive experience [2] Group 2: HarmonyOS Development - HarmonyOS 5, Huawei's self-developed operating system, will be officially released in October 2024, eliminating reliance on open-source code and achieving complete autonomy from the system's core to application layer [2] - The core features of HarmonyOS 5 include full-scene interconnectivity, deep AI integration, and distributed technology, enabling developers to create applications that can run across multiple devices with a single design [2] Group 3: Market Adoption - As of now, over 12 million devices have adopted HarmonyOS 5, with more than 40 Huawei terminal products featuring this system [2] - The system has seen an increase of over 260 new functions, and developers have submitted over 270,000 versions of applications [2] - The open-source code for the operating system has exceeded 130 million lines, with 1,200 hardware and software products available [2]

Core Insights - The South Daily News Client and N Video Client have merged to form the new "South N Video Client," marking a significant step in the transformation of mainstream media [1][5] - The new client is designed to enhance user experience through intelligent features and seamless integration across devices, leveraging HarmonyOS technology [2][3][4] Group 1: Product Features - The South N Video Client offers an AI-driven news listening feature that allows users to adjust playback speed and voice tone, creating a personalized news podcast experience [2][3] - It provides immersive video services with over 30,000 quality content creators, utilizing HarmonyOS's intelligent distribution for tailored video recommendations [3][6] - The client supports seamless content flow across various devices, including smartphones, tablets, and smart wearables, ensuring a consistent user experience [3][4] Group 2: User Experience and Design - The interface of the South N Video Client is designed to be dynamic and user-friendly, enhancing visual appeal and interaction fluidity [5][6] - The HarmonyOS NEXT integration allows for smooth transitions and improved performance, making the user experience more enjoyable [4][6] Group 3: Strategic Positioning - The merger aims to strengthen content supply in video products, in-depth reporting, and opinion commentary, positioning the South N Video Client as a leader in urban media [5][6] - The client has achieved over 45 million downloads, indicating a strong user base and market presence [6]

Core Insights - The milestone of HarmonyOS 5 surpassing 10 million devices signifies a critical moment for Huawei, marking a successful crossing of a "death line" for emerging operating systems and highlighting the recognition from the market and users [1][3][6] - The necessity and urgency for developing a self-controlled operating system in China are emphasized due to the dominance of American companies in the global OS market and the recent international complexities [3][4] - Building a thriving ecosystem is more challenging than developing the operating system itself, as evidenced by past failures of tech giants [4][6] Development and Investment - Huawei's commitment includes over 10,000 R&D personnel and hundreds of billions in cumulative R&D investment, with nearly 10 billion yuan allocated this year to support developers migrating to the Harmony ecosystem [6][10] - The collaborative effort with thousands of Chinese tech companies, including major players like Alipay and Douyin, has been crucial for the ecosystem's growth [6][10] Technical Advantages - HarmonyOS is designed for the future of interconnected and intelligent devices, offering a lightweight architecture that provides a competitive edge over traditional operating systems [7][8] - The system features three core advantages: full-scene interconnectivity, enhanced security through a microkernel architecture, and deep integration of AI capabilities [8][10] Ecosystem Growth - The Harmony ecosystem has attracted thousands of applications across various sectors, including social media, e-commerce, and transportation, with significant collaboration from leading companies like Tencent and Alibaba [10][12] - The ecosystem's rapid growth is attributed to an open, collaborative, and iterative approach, exemplified by performance improvements in popular applications like "Honor of Kings" [12][13] Future Aspirations - HarmonyOS aims not only to establish a strong presence in China but also to become a significant player in the global market, contributing to the hope for self-controlled core technologies in China [13]

Core Viewpoint - The launch of Harmony OS computers by Huawei marks a significant step towards establishing a domestic computer operating system ecosystem, addressing long-standing issues in China's electronic information industry related to software and hardware compatibility, user habits, and developer engagement [2][5]. Group 1: Product Launch and Market Impact - Huawei announced that Harmony OS computers will be released in May this year, indicating a full transition to the Harmony era for Huawei terminals and presenting new opportunities for the domestic computer industry [2]. - The Harmony OS represents a major breakthrough in operating systems, moving away from reliance on Linux-based systems to a fully self-developed stack, which enhances the potential for innovation and collaboration within the ecosystem [3]. Group 2: Technological Advancements - The distributed soft bus technology of Harmony OS allows seamless connectivity between computers and other smart devices, improving resource sharing and interaction, which enhances user experience in office settings [4]. - The self-developed nature of Harmony OS provides a more secure and controllable environment for users, addressing concerns over data security and system reliability [4]. Group 3: Market Trends and Future Outlook - The Chinese computer market is undergoing a transformation, with strong demand for high-performance computers despite overall market growth slowing down [4]. - The integration of artificial intelligence with computers is creating new growth opportunities, suggesting that the market remains far from saturation and that the introduction of Harmony OS computers will invigorate the market [5].

Core Viewpoint - The recent change in Huawei's organizational structure, specifically the removal of Yu Chengdong's title as Chairman of the Smart Car Solutions BU, is interpreted as a strategic shift rather than a demotion, as he has taken on a new role as Vice Chairman of the newly established Shenzhen Yingwang Intelligent Technology Co., Ltd. [1][5][10] Group 1: Organizational Changes - Yu Chengdong's title was changed from "Chairman of Smart Car Solutions BU" to "Executive Director and Chairman of Terminal BG" [1] - The establishment of Yingwang as a wholly-owned subsidiary of Huawei marks the transition of the car BU from an internal department to an independent platform company [8][10] - Yu Chengdong's new role as Vice Chairman of Yingwang indicates a focus on capital operations and ecosystem development [14] Group 2: Strategic Implications - The restructuring aims to diversify shareholding and alleviate concerns from car manufacturers regarding "Huawei's car-making" [10] - Yu Chengdong will continue to influence strategic decisions while leading the expansion of the HarmonyOS automotive sector, with a target of delivering 445,000 units in 2024 and aiming for one million units in 2025 [12][10] - The focus will shift towards building technological barriers and integrating various technologies to enhance the competitive edge of Huawei's automotive solutions [12][14] Group 3: Market Positioning - The change is seen as a necessary evolution from a singular approach to a more collaborative ecosystem strategy in the smart automotive sector [14] - The successful models like the AITO M9 and Zhijie S7 validate Huawei's new operational model, which will further integrate mobile, automotive, and home technologies [12][10]

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].