Core Insights - Huawei's HarmonyOS 5 has achieved a significant milestone with over 10 million devices deployed, showcasing the collective effort of Chinese tech companies in building the ecosystem [1][11] - The expansion of the HarmonyOS ecosystem is supported by key partners such as Tencent, Alibaba, and 12306, who are actively developing and adapting their applications to the platform [3][4][6] Group 1: Partner Contributions - Tencent has successfully migrated over 50 products to HarmonyOS, with developers benefiting from Huawei's support and rapid iteration based on feedback [3] - Alibaba's Taotian Group aims for 100% compatibility of its apps, including Taobao and Tmall, by September 30, demonstrating strong commitment to the ecosystem [4] - 12306, as a national application in the transportation sector, emphasizes its responsibility to support HarmonyOS, enhancing service for its users [6] Group 2: Development Efficiency - HarmonyOS 5 offers a core advantage of "one development, multi-device deployment," allowing developers to create applications that run seamlessly across various devices, thus reducing development costs and increasing efficiency [11] - The ongoing optimization of development tools by Huawei aims to lower migration barriers, creating economic benefits and improving user satisfaction [11] Group 3: Future Outlook - The milestone of 10 million devices is seen as just the beginning, with expectations for HarmonyOS to grow and attract more partners, ultimately aiming for a significant global presence [11]

Core Insights - The enthusiasm of Chinese developers has been significantly ignited by the HarmonyOS, as evidenced by the recent Huawei Developer Conference (HDC 2025) [1][3] - HarmonyOS is not merely replicating existing operating systems like Android, iOS, or Windows, but is instead defining the future of the next-generation operating system through collective innovation [1][3] Group 1: Ecosystem Development - Building an operating system ecosystem is more challenging than overcoming the technical aspects of the operating system itself, with HarmonyOS achieving remarkable growth in just 635 days [3][4] - The HarmonyOS ecosystem has surpassed 30,000 applications and services, with the top 5,000 applications covering over 99.9% of user engagement time [3][4] - Over 8 million developers have contributed to the HarmonyOS ecosystem, with more than 270,000 version updates submitted, including over 100 updates for WeChat alone [3][4] Group 2: Collaborative Innovation - The development of HarmonyOS represents a reconstruction of the ecological construction paradigm, where HarmonyOS and developers work collaboratively [5][7] - HarmonyOS provides a robust foundation with features like distributed soft bus and Ark programming language, enabling developers to create innovative experiences across multiple devices with reduced adaptation costs [5][7] - The ecosystem is characterized by a positive feedback loop: developer innovation accelerates, user experience improves, ecosystem attractiveness increases, and more developers join [7][8] Group 3: Market Positioning - For decades, the Chinese operating system market has been dominated by Windows, Android, and iOS, leaving Chinese developers in a passive position [8] - The "ceiling effect" has historically suppressed the deep innovation capabilities of the Chinese software industry, as developers were limited by the closed technology of traditional giants [8]

Core Viewpoint - The launch of HarmonyOS computers marks a significant breakthrough for China's domestic operating system industry, enabling seamless integration across devices and expanding the ecosystem with over 2000 applications available [1][3]. Group 1: Product Launch and Ecosystem Development - On June 6, two HarmonyOS computers officially went on sale, with the number of integrated ecosystem applications surpassing 2000 since the official release on May 19 [1]. - Huawei's representatives indicated that more applications will be added in the future, contributing to the continuous expansion of the ecosystem [1]. - The success of an operating system relies heavily on a robust ecosystem, which is currently dominated by Microsoft Windows and Apple MacOS, holding nearly 90% of the global desktop operating system market share [3]. Group 2: Market Position and User Experience - The release of HarmonyOS computers signifies a major advancement in achieving a self-controlled operating system from the kernel level in China, addressing long-standing challenges in the domestic software industry [3]. - The integration of high-frequency applications from mobile and tablet devices into the computer platform allows for seamless collaboration and user experience across multiple devices, covering various high-frequency usage scenarios such as office work, entertainment, social networking, daily life, tools, and education [3].

Core Points - Huawei officially launched its HarmonyOS 5-powered computers, including the MateBook Pro and the MateBook Fold, with prices starting at 7999 yuan and 23999 yuan respectively [1] - The MateBook Fold is the largest commercial foldable computer with an 18-inch screen and weighs 1.16 kg, while the MateBook Pro is designed for the mass market, weighing 970 grams and boasting a thickness of 13.5 mm [1] - The MateBook Pro claims to have the longest battery life among Huawei's PCs, with a continuous usage time of up to 10.2 hours [1] Market Response - Following the launch, the pre-order volume for the HarmonyOS computers reached nearly 200,000, with over 125,000 for the MateBook Fold and around 70,000 for the MateBook Pro [4] - The launch of HarmonyOS computers is seen as a critical step in Huawei's ecosystem development, complementing its previous release of the HarmonyOS 5-powered Huawei Pura X smartphone [4] Ecosystem Development - The HarmonyOS ecosystem is evolving into a software + hardware + ecosystem model, aiming to create a robust application and ecosystem framework to compete with established players like Microsoft and Apple, which dominate nearly 90% of the global desktop operating system market [4] - The integration of high-frequency applications from mobile and tablet platforms into the computer environment is underway, with over 2000 applications now available across various usage scenarios, enhancing user experience and ecosystem continuity [4]

Core Viewpoint - Huawei's launch of the new HarmonyOS computers, HUAWEI MateBook Pro and HUAWEI MateBook Fold, signifies a significant breakthrough in the domestic desktop operating system market, which has been dominated by Windows and macOS for years. However, the path to widespread adoption remains challenging [1][3]. Group 1: Market Context - The global desktop operating system market is highly concentrated, with Windows and macOS holding nearly 90% market share. The domestic software industry has faced significant challenges in ecosystem development due to its late start [3]. - Previous attempts at developing domestic operating systems were primarily based on Linux, lacking a fully autonomous technical system. The HarmonyOS computers represent a move towards a self-controlled technology framework [3][4]. Group 2: Technological Advancements - HarmonyOS is the first domestic system to achieve "mobile and desktop ecosystem integration," allowing for "one-time development and multi-end deployment," which creates new opportunities for domestic software development, particularly in office software, creative design, and educational applications [4][5]. - The HarmonyOS ecosystem has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code developed independently, covering all aspects from the operating system kernel to AI frameworks [4]. Group 3: Strategic Importance - The launch of HarmonyOS computers is a critical step in the ecosystem's development, completing Huawei's range of devices from HarmonyOS smartphones and tablets to computers, thus fully entering the Harmony era [5][6]. - The introduction of the HUAWEI MateBook Fold, featuring an 18-inch display, represents a significant innovation in the PC industry, showcasing advancements in technology integration and user experience [6][7]. Group 4: Challenges and Opportunities - Despite the advancements, consumer sentiment remains cautious, with many potential buyers still accustomed to Windows and macOS interfaces, indicating a slow transition to new operating systems [8][9]. - The success of HarmonyOS computers hinges on ecosystem development, with Huawei working to adapt applications for the new system. Currently, 150 dedicated applications are in development, with over 300 applications already adapted, aiming to support more than 2,000 by year-end [8][9]. - The long-term challenge for HarmonyOS is to expand its ecosystem and enhance user experience, requiring collaboration across the entire Chinese industry chain [9].

Core Viewpoint - Huawei officially announced the global launch of its first HarmonyOS 5-powered computer on May 19, marking a significant shift towards its own operating system and away from Windows due to previous sanctions [1]. Group 1: Product Announcement and Features - The HarmonyOS 5 computer will be released on May 19, indicating Huawei's full transition into the Harmony era [1]. - The operating system is designed to deeply integrate AI capabilities with hardware, software applications, and the operating system itself, providing a refined, intelligent, secure, and smooth user experience [5]. - HarmonyOS 5 utilizes distributed soft bus technology for dynamic cross-device computing and employs EROFS high-performance compression technology, enhancing random read performance by 300% compared to traditional systems [8]. Group 2: Ecosystem Development - Huawei has applied for multiple trademarks related to "Harmony Computer," indicating plans for a broader ecosystem [3]. - The company aims to establish a comprehensive ecosystem, with over 150 leading applications already in development and more than 300 applications adapted for the HarmonyOS [29]. - By the end of the year, Huawei expects to support over 2,000 applications and has already integrated support for over 1,000 peripherals [29]. Group 3: User Experience and Feedback - Users have expressed a desire for a proprietary operating system for information security, while some comments suggest skepticism about the uniqueness of the system compared to existing platforms like Microsoft and Apple [9]. - The system features customizable desktop options, allowing users to define icons and taskbar styles according to their preferences [14]. - The upgraded AI assistant, now termed "Super Assistant," supports various functionalities such as voice-generated presentations and automatic meeting summaries [21].