Core Viewpoint - Huawei's launch of the Enjoy 90 series marks a significant step in the widespread adoption of HarmonyOS, indicating a shift towards large-scale expansion of the operating system [3][4]. Group 1: Product Launch and Market Strategy - The Enjoy 90 series starts at a price of 1299 yuan, targeting the mass market, which is crucial for the widespread adoption of HarmonyOS [3]. - As of March 22, 2026, the number of devices running HarmonyOS 5 or 6 has exceeded 50 million, showcasing the operating system's growth [3]. - The transition to the Enjoy series allows HarmonyOS to unify its system across all mobile products, aiming for universal accessibility [3]. Group 2: Ecosystem Development - The competition among smartphone operating systems is driven by a cycle where scale drives ecosystem growth, which in turn reinforces scale [4]. - Daily new device additions for HarmonyOS 5 and 6 exceed 150,000, indicating robust user growth [4]. - In Q1 2026, Huawei reported a 45% increase in daily app downloads and updates, alongside a 20-point increase in Net Promoter Score (NPS), reflecting improved user engagement [4]. Group 3: Application and User Experience - The local service application ecosystem is evolving, with major apps like Dianping and Meituan integrating features that enhance user experience through precise location services [4]. - Leading applications such as WeChat and Douyin have undergone multiple updates, benefiting from the unified capabilities of the HarmonyOS [4]. - The integration of system-level features like anti-fraud capabilities and AI enhancements aims to cater to price-sensitive users, enhancing perceived value [5]. Group 4: Developer Ecosystem and Challenges - The expansion of HarmonyOS's user base is expected to reveal its commercial value, although development costs and complexity remain higher than single-platform solutions [5]. - The success of the Enjoy series in attracting new users will significantly influence the future direction of the developer ecosystem [5]. - The global smartphone operating system market is predominantly led by Android and iOS, making it essential for HarmonyOS to establish a solid user base and ecosystem to compete effectively [5].

Core Insights - The article highlights the transformation of HarmonyOS into a digital foundation that fosters collaborative innovation among various companies and developers, marking a significant evolution in the operating system landscape in China by 2025 [1][11][20] Group 1: Evolution of HarmonyOS - By 2025, HarmonyOS has transitioned from being a "usable" option to a "must-have" choice for developers and companies, with a wide range of devices fully adopting the system [2][4] - The number of HarmonyOS 5 devices surged from 0 to 10 million in about 10 months, and then doubled to 20 million in just two months, with over 36 million devices now running HarmonyOS 5 and 6 [4][19] - Major applications from Tencent, Alibaba, and ByteDance have accelerated their updates on HarmonyOS, indicating a strong commitment to the platform [5][7] Group 2: Application Innovations - New features such as "Air Transfer" and "Tap to Share" have been introduced by various applications, enhancing user experience and showcasing the unique capabilities of HarmonyOS [8][10] - Over 60 applications have implemented the "Tap to Share" feature, demonstrating a collective effort among Chinese tech companies to innovate on the HarmonyOS platform [10][15] Group 3: Ecosystem Paradigm Shift - HarmonyOS has moved beyond the traditional ecosystem model where applications merely adapt to the operating system; instead, developers are now actively involved in shaping system capabilities [11][12] - This shift allows for a more collaborative approach, where applications and system features evolve together, enhancing the overall user experience [12][17] Group 4: User and Developer Engagement - By 2025, HarmonyOS has seen over 10 million user feedback submissions, with more than 96% of them being addressed quickly, indicating a strong feedback loop between users and developers [18][19] - The open-source HarmonyOS has matured, with over 10,000 contributors and 740,000 code merge requests, establishing a robust ecosystem that supports various industries [20][22] Group 5: Future Outlook - The collective efforts of users, developers, and the open-source community have positioned HarmonyOS as a critical infrastructure for digital transformation in various sectors [22][23] - The focus for HarmonyOS moving forward is on long-term collaboration and enhancing user experience rather than just rapid growth [23]

Core Viewpoint - Huawei's HarmonyOS has seen significant adoption, with over 36 million devices running HarmonyOS 5 and 6, indicating a strong user experience and engagement with the system [6]. Group 1: User Experience and Features - The article highlights the impressive user experience of HarmonyOS, emphasizing that the system's updates provide a stimulating and engaging interaction for users, making technology feel more integrated into daily life [6]. - Features like "碰一碰" (Touch to Share) have become popular among users, showcasing the ease of sharing files and photos, which enhances social interactions [8][10]. - The "负一屏" (Negative One Screen) feature allows users to access important information quickly, improving convenience during travel and daily activities [12]. Group 2: AI Integration and Functionality - The AI assistant "小艺" (Xiao Yi) has been upgraded to provide more intelligent responses, enhancing user interaction and making it easier for users to access information and set reminders [14][18]. - The system includes features to protect user privacy, such as encrypted sharing of important documents, which adds a layer of security for users [19]. Group 3: Continuous Improvement and Ecosystem - The article emphasizes that the continuous updates and new features of HarmonyOS create a compelling ecosystem that keeps users engaged and satisfied, making it difficult for them to revert to previous systems [21]. - Users are encouraged to explore the new functionalities of HarmonyOS, suggesting that early adoption leads to greater enjoyment and integration into their lives [22].

Core Insights - Harmony OS is positioned for significant growth by 2025, emphasizing user engagement and developer collaboration as key to its success [1] - The operating system is evolving from merely executing commands to providing proactive services, driven by technological advancements and community involvement [1][2] Developer Ecosystem - Over 23,000 applications have been developed for Harmony OS, with major partners like WeChat and JD.com launching key features on the platform [2] - Huawei has committed substantial resources to support developers, including a 100 million yuan investment through the "Harmony Star Plan" and an additional 1 billion yuan for AI ecosystem innovation [2] - The developer community is increasingly engaged, with over 2 million user suggestions being implemented into the system, creating a feedback loop that enhances user experience [8][9] User Experience - The value of Harmony OS is now reflected in real-life applications across commuting, work, and entertainment, rather than being limited to mobile or computer systems [5] - Users report improved experiences as the system matures, with common software becoming more functional and user-friendly over time [7][9] Innovation and Collaboration - Developers are transitioning from mere adapters of the system to co-creators, significantly contributing to the ecosystem's evolution [10][12] - The platform has enabled developers to create new functionalities and open-source capabilities, enhancing the overall user experience [10][13] - The integration of AI capabilities has been standardized, making it easier for developers to incorporate intelligent features into their applications [13] Growth Metrics - As of now, Harmony OS has over 36 million terminal devices, with the application market exceeding 350,000 searchable applications and services, and registered developers surpassing 10 million [20] - The ecosystem is characterized by a collaborative environment where every small innovation is amplified, leading to a sustainable development model [21][22]

Core Insights - HarmonyOS has emerged as a significant achievement in China's technology sector in 2025, showcasing rapid advancements and collaboration among partners [1][4] - A recent report indicates that 38.4% of young users are "very willing" to experience HarmonyOS, with 43.8% expressing anticipation for its features [1][3] User Demand and Ecosystem Development - The focus of HarmonyOS and its partners is to meet user needs, particularly in "social communication," "audio-visual entertainment," and "practical tools" [4] - Key user experience factors for HarmonyOS include "function completeness," "overall fluency," and "stability," highlighting the importance of a solid foundational experience [4] Growth and Adoption Metrics - As of October 2024, HarmonyOS applications and services exceeded 15,000, covering 99.9% of user engagement time; the number of registered developers surpassed 10 million, with over 350,000 applications available [5] - Major internet companies have significantly contributed to the ecosystem, with over 60 Tencent products launched on HarmonyOS and full adaptation efforts from Alibaba applications [7] User Confidence and Application Popularity - High-profile applications like WeChat, Taobao, and Douyin have each surpassed 20 million downloads on HarmonyOS, indicating strong user trust and demand [8] - The ecosystem is expanding with niche applications that cater to specific user needs, enhancing the overall user experience through HarmonyOS's unique features [8] Changing User Preferences - Nearly 50% of young users prioritize "core functionality" over additional features in applications, reflecting a shift towards lightweight, essential app experiences [9]

Core Insights - The article highlights the rise of the HarmonyOS ecosystem, emphasizing its transition from a survival phase to a mature, collaborative environment involving developers, users, and ecosystem partners [2][18] - Huawei's latest data shows that the number of devices running HarmonyOS 5 and HarmonyOS 6 has surpassed 32 million, with over 150,000 new devices added daily [2][13] - The ecosystem has achieved over 350,000 applications and services, with an adaptation rate exceeding 95% [5][8] Group 1: Ecosystem Development - The HarmonyOS ecosystem has expanded to cover 18 core verticals, including daily life convenience, travel, finance, news, entertainment, and enterprise applications [7] - Major applications, including over 60 Tencent products, have been fully integrated into HarmonyOS, enhancing user experience and performance [7][8] - The focus of the ecosystem has shifted from ensuring the availability of major applications to enhancing the overall user experience [8] Group 2: Technological Advancements - HarmonyOS supports a wide range of devices, from lightweight devices like remote controls to smartphones, PCs, and even satellites, enabling a seamless multi-device experience [9][10] - The distributed technology of HarmonyOS allows devices to share hardware capabilities, creating a "super terminal" experience for users [10][12] - Features like "air transmission" simplify the sharing process, enhancing user interaction with devices [11] Group 3: Market Position and Growth - The growth rate of HarmonyOS devices is unprecedented in the global operating system history, with over 23,000 applications participating in the ecosystem's development [13][14] - In the domestic market, HarmonyOS has maintained a market share exceeding iOS for six consecutive quarters, securing the second position [17] - The Huawei Mate 80 series achieved sales of over 1 million units within 18 days, significantly impacting the high-end smartphone market [17] Group 4: Future Directions - The next focus for HarmonyOS is to deepen the adaptation and functionality of mid-tail applications, enhancing user experience at a granular level [18] - The ecosystem's success relies on collaboration among users, developers, and partners, aiming for a comprehensive "Harmony Complete Body" [18]

Core Insights - The article discusses the development and growth of the HarmonyOS ecosystem, highlighting the collaboration between major Chinese internet companies and the challenges faced in building this ecosystem [2][3]. Group 1: Ecosystem Development - The number of devices running HarmonyOS has surpassed 27 million, with an ecosystem adaptation rate exceeding 95% [3]. - The success of HarmonyOS is not solely based on its technical capabilities but on the ability to attract developers, manufacturers, and users to create a thriving ecosystem [3][10]. - The transition from 0 to 10 million devices took nearly 10 months, while reaching 20 million took only 2 months, indicating rapid growth [4]. Group 2: Collaboration Challenges - Major internet companies like Tencent, Alibaba, and ByteDance faced significant challenges in adapting their applications to HarmonyOS, with Tencent's WeChat undergoing 9 major and 83 minor updates since development began [4][5]. - The development process involved intense collaboration, with teams working long hours and coordinating with over 70 technical experts from HarmonyOS [5][7]. - Companies like Meituan and Qunar faced unique challenges in adapting their services to HarmonyOS, requiring extensive testing and collaboration with HarmonyOS teams to overcome technical hurdles [7][9]. Group 3: Developer Engagement - The number of developers in the HarmonyOS ecosystem has exceeded 10 million, with over 300,000 applications and services available [10]. - The ecosystem still needs to attract a more diverse range of developers, particularly in gaming and creative tools, to enrich the application matrix [10]. - Successful collaborations, such as QQ Music's song separation feature and Alipay's screen-off payment, demonstrate the potential for deep co-creation within the ecosystem [10].

Core Viewpoint - The article discusses the development and challenges of the HarmonyOS ecosystem, highlighting the collaboration between major Chinese internet companies and the importance of building a robust developer community to ensure the long-term success of the operating system [4][15]. Group 1: Ecosystem Development - The number of devices running HarmonyOS has surpassed 27 million, with an ecosystem adaptation rate exceeding 95% [4]. - The growth from 0 to 10 million devices took nearly 10 months, while the increase from 10 million to 20 million was achieved in just two months, indicating rapid adoption [6]. - Major internet companies like Tencent, Alibaba, and ByteDance have faced significant challenges in adapting their applications to HarmonyOS, with Tencent's WeChat undergoing 9 major and 83 minor updates since development began [6][10]. Group 2: Technical Challenges and Solutions - Companies like JD.com and Meituan faced intense pressure to develop their HarmonyOS applications quickly, with JD.com completing its app in just over two months [7][9]. - Meituan's team successfully launched their first order on HarmonyOS after extensive collaboration with the Harmony team, overcoming various technical hurdles [9]. - The adaptation process involved significant teamwork and problem-solving, with companies like Qunar and QQ Music also sharing their experiences of overcoming technical difficulties [10][14]. Group 3: Future Challenges and Opportunities - As the initial technical challenges are being addressed, the focus shifts to creating a thriving ecosystem that attracts diverse developers, particularly in gaming and creative tools [12][15]. - The article emphasizes the need for a collaborative innovation model that can be scaled to enhance the ecosystem's vitality [15]. - Ultimately, the success of HarmonyOS will depend on providing a superior user experience and value recognition beyond just being a domestically controlled system [15].

Core Insights - The development of the HarmonyOS ecosystem has been a race against time for early partners, marking a significant collaborative effort among top Chinese internet companies [1][2] - The success of HarmonyOS is not solely based on its technical capabilities but on the ability to attract developers, manufacturers, and users to create a thriving ecosystem [2][10] Group 1: Ecosystem Development - The number of devices running HarmonyOS has surpassed 27 million, with an ecosystem adaptation rate exceeding 95% [2] - The transition from 10 million to 20 million devices took only two months, highlighting the rapid growth of HarmonyOS as the fastest-growing operating system in smart devices history [3] - Major internet companies like Tencent, Alibaba, and ByteDance have faced challenges in adapting their applications to HarmonyOS, with Tencent's WeChat undergoing multiple updates in a short time frame [3][6] Group 2: Development Challenges - Teams from various companies, including JD.com and Meituan, have experienced intense pressure to meet tight deadlines for launching their HarmonyOS applications [4][6] - Technical difficulties have arisen during the adaptation process, such as map integration for the airline travel app and audio synchronization issues for the video streaming app [7][9] - The development process has required significant collaboration between company teams and HarmonyOS technical experts to overcome these challenges [6][7] Group 3: Future Prospects - The number of developers for HarmonyOS has exceeded 10 million, with over 300,000 applications available in the app market [9] - To compete with established ecosystems, HarmonyOS needs to attract a more diverse range of developers, particularly in gaming and creative tools [10] - The next critical phase for HarmonyOS involves transforming successful collaboration models with leading partners into scalable tools and platforms for broader developer engagement [10]

Core Insights - The industry is facing significant inefficiencies in GPU utilization, with effective usage rates remaining below 30%, leading to structural waste despite increased hardware investments [1] - The fragmentation of infrastructure, characterized by diverse hardware forms, model frameworks, and compilation environments, complicates the development process and reduces overall efficiency [1] - The OpenCloudOS ecosystem aims to address these challenges by promoting standardization and efficient scheduling in heterogeneous computing environments [1] Group 1: OpenCloudOS Ecosystem Development - The OpenCloudOS community has grown to include nearly 30 ecosystem companies, focusing on innovation and collaboration since its establishment in 2021 [2] - OpenCloudOS has achieved over 20 million installations, serving more than 62,000 enterprise users and completing over 97,500 hardware and software adaptations [2] - The community has gathered over 1,200 ecosystem partners and 400 deep cooperation partners, expanding its reach into cloud-native, edge computing, high-performance computing, and AI training and inference [2][3] Group 2: Technical Advancements - OpenCloudOS has developed a compatibility certification system covering multiple architectures, allowing users to deploy dependencies easily without complex compilation [3] - The system has undergone significant upgrades to meet AI-native demands, focusing on lightweight, rapid distribution, automated maintenance, and ecosystem adaptation [3][4] - New capabilities include image miniaturization to reduce costs, an accelerated image distribution system, and automated hardware service to simplify maintenance in cloud-native environments [4][5] Group 3: OpenCloudOS Infra Smart Base - The OpenCloudOS Infra smart base was launched to create a unified AI computing foundation, addressing the complexities of AI workloads and fragmented ecosystems [7] - This initiative aims to reduce costs and improve efficiency across the industry by providing a standardized interface and integrated runtime environment for various vendors [8] - The smart base allows for rapid deployment of AI frameworks, significantly reducing setup time from hours or days to minutes [9] Group 4: Performance Enhancements - The smart base has achieved a 94% reduction in container image size, lowering storage and transmission costs while enhancing distribution speed [10] - OpenCloudOS has extended its AI-ready capabilities to the cloud, enabling seamless collaboration between local and cloud environments for AI development and inference [10] - The overall goal is to enhance collaboration efficiency and system resilience across the entire industry, moving beyond isolated performance improvements [11]