Core Insights - Huawei officially announced the special release of HarmonyOS 6 scheduled for October 22 at 14:30, highlighting improvements in aesthetics, usability, intelligence, security, and smoothness [1][3] Group 1 - HarmonyOS 6 promises a new experience with comprehensive evolution, becoming increasingly user-friendly and beloved over time [3] - The operating system will enhance connectivity and intelligent experiences, making it easier to use with lower latency [8] - The HMAF (HarmonyOS Multi-Agent Framework) will empower Harmony applications and meta-services for smarter upgrades, facilitating more natural, powerful, efficient, and collaborative human-computer interactions [9] Group 2 - Huawei's smart assistant, Xiaoyi, will see enhanced capabilities, providing users with more proactive and understanding service experiences [9]

Core Viewpoint - Huawei's HarmonyOS is becoming a key factor for the company's market breakthrough, especially with the launch of new devices like the Nova series and HarmonyOS-powered computers, indicating a significant penetration into the mainstream consumer market [3][10]. Group 1: Product Launch and Market Response - The pre-order volume for HarmonyOS computers has reached nearly 140,000, with over 100,000 for the HarmonyOS foldable computer priced from 23,999 yuan [3]. - The inventory for the Nova series smartphones is double that of the previous generation, suggesting optimistic sales prospects [3]. - Huawei's CEO of Terminal BG, He Gang, emphasized the importance of differentiated experiences in attracting users to the new system [4]. Group 2: AI Integration and Development Strategy - Huawei has established a strategic project named "543" to develop competitive flagship smartphones, focusing on integrating AI capabilities into HarmonyOS [5]. - The AI assistant, Xiaoyi, is evolving to become an integral part of HarmonyOS, enhancing user interaction through advanced language models and emotional recognition [6]. - As of the end of last year, over 20,000 native HarmonyOS applications and services have been launched, with a target of reaching 100,000 applications to meet consumer demand [6]. Group 3: Market Position and Future Outlook - Huawei's market share in the Chinese smartphone market reached 19.4% in Q1, driven by strong demand for the Nova 13 and flagship Pura 70 series [10]. - HarmonyOS has surpassed Apple's iOS in market share for four consecutive quarters, reaching 19% in Q4 2024, while Android holds 64% [10]. - The future growth of HarmonyOS will depend on maintaining a production scale of several tens of millions of units annually to support its overseas ecosystem [10].