Core Viewpoint - The establishment of Shenzhen Domestic Operating System Ecological Construction Promotion Center Co., Ltd. indicates a strategic move towards enhancing the domestic operating system ecosystem in China [1] Company Summary - The company was recently founded with a registered capital of 10 million yuan [1] - The legal representative of the company is Li Daoyong [1] - The company is wholly owned by Shenzhen Smart City Technology Development Group Co., Ltd. [1] Business Scope - The business scope includes information system operation and maintenance services [1] - It also offers information technology consulting services [1] - The company provides industrial internet data services and big data services [1]

Core Insights - Huawei's HarmonyOS 5 has surpassed 20 million devices, achieving this milestone in just 2 months after reaching 10 million, indicating rapid adoption and growth in the ecosystem [1] - The HarmonyOS ecosystem has over 30,000 applications and services, with more than 9,000 applications deeply involved in the development of over 70 system-level innovative features [1] - HarmonyOS has overtaken Apple's iOS in the Chinese market, capturing a market share of 17% [1] Development and Features - HarmonyOS 5 is built on a self-developed kernel, moving away from the dual-framework system of previous versions, which relied on both Harmony and Android applications [3] - The development of HarmonyOS has involved over 10,000 R&D personnel annually, with cumulative R&D expenses reaching hundreds of billions, resulting in a codebase of 130 million lines [3] - High-frequency applications have seen significant optimization, with the Harmony version of WeChat launching new features and experiencing rapid version updates [4] User Feedback and Adaptation - The HarmonyOS team has received over 10 million user feedback entries, addressing issues like app compatibility and performance, with over 96% of problems resolved quickly [5] - Huawei plans to upgrade 200 to 300 million existing devices to improve performance and user experience [5] Ecosystem Growth and Future Plans - Major applications are beginning to launch new features exclusively on HarmonyOS, indicating a shift towards deeper collaboration within the ecosystem [5] - The beta for HarmonyOS 6 has started, with Huawei investing nearly 10 billion to support developers and promote AI ecosystem innovation [5] - Future versions of HarmonyOS are expected to enhance connectivity and AI integration, with plans for the system to run on a wide range of smart devices across various industries [6]

Core Insights - Huawei has invested nearly 10 billion to support developers' migration to the HarmonyOS ecosystem, indicating a strong commitment to building its software environment [1][6] - The number of devices running HarmonyOS 5 has reached 20 million, with the growth from 10 million to 20 million achieved in just 2 months, showcasing rapid adoption [1] - HarmonyOS has surpassed Apple's iOS in market share within China, reaching 17%, marking a significant milestone for the domestic operating system [1] Group 1: Development and Adoption - HarmonyOS 5 has transitioned to a fully self-developed kernel, eliminating reliance on the Android ecosystem, which represents a major shift in its operational framework [3][4] - The development of HarmonyOS has involved over 10,000 R&D personnel annually, with cumulative R&D expenses reaching hundreds of billions, resulting in a codebase of 130 million lines [4] - The application ecosystem has expanded significantly, with over 30,000 applications and services available, and more than 9,000 applications participating in the development of system-level innovations [1][4] Group 2: Application and Functionality - High-frequency applications have seen accelerated optimization, with features like real-time location sharing in WeChat and new modules in Douyin and Gaode Map being introduced [4][5] - The iteration cycle for major applications has improved, with WeChat for HarmonyOS receiving 17 major updates since its launch in January, averaging two major updates per month [4][5] - Major applications are now choosing to launch new features exclusively on HarmonyOS, indicating a growing confidence in the platform [5] Group 3: Future Plans and Ecosystem Growth - The developer beta for HarmonyOS 6 has begun, with Huawei investing 10 billion in resources to support AI ecosystem innovation [6] - HarmonyOS 6 aims to enhance connectivity and AI integration, with plans for a wide range of smart devices, including those in mining, healthcare, and aerospace, to operate on the system [6] - Huawei anticipates that HarmonyOS will achieve parity with Android and iOS ecosystems by the end of the year, driven by an improved incentive system [6]

Core Insights - The launch of the first HarmonyOS foldable computer in Chengdu marks a significant breakthrough for domestic technology, showcasing advancements in both operating systems and foldable designs [1] - The rapid increase in the number of applications available for the HarmonyOS computer, from over 300 to over 1000 in just a few weeks, highlights the robust ecosystem built by thousands of engineers and numerous patents [1] - The HarmonyOS computer aims to disrupt the long-standing foreign monopoly in the PC operating system market, promoting a new path for the collaborative development of domestic software and hardware [1] Group 1 - The HarmonyOS ecosystem is still in its growth phase, requiring improvements in software adaptation rates and collaboration depth among hardware manufacturers [1][2] - The establishment of a "HarmonyOS Special Adaptation R&D Alliance" led by key enterprises is proposed to address software adaptation needs in critical industries [2] - A shared laboratory should be created to provide system-level debugging tools and testing environments for peripheral manufacturers and software developers, facilitating the adaptation process [2] Group 2 - A friendly ecosystem for developers is essential for the prosperity of the HarmonyOS ecosystem, necessitating the establishment of fair and efficient incentive mechanisms [2] - The creation of an innovation fund for outstanding HarmonyOS application developers and a quality certification system for high-quality applications is recommended [2] - The integration of HarmonyOS with artificial intelligence technologies is crucial for driving digital transformation in industries [3] Group 3 - Encouragement for traditional manufacturing enterprises to undergo digital transformation using HarmonyOS's distributed architecture and AI advantages is emphasized [3] - Research institutions are urged to utilize HarmonyOS as a platform for AI innovation, developing algorithms, models, and tools that can be implemented within the ecosystem [3] - The construction of a domestic operating system ecosystem is described as a long-term endeavor requiring strategic determination and innovative courage [3]