Core Viewpoint - The competition in the high-end smartphone market is intensifying, with Huawei's Mate 80 and Mate X7 series showcasing significant advancements in hardware and software integration, particularly through the HarmonyOS ecosystem [2][8]. Group 1: Product Launch and Features - Huawei officially launched the Mate 80 and Mate X7 series on November 25, featuring HarmonyOS 6, which enhances user experience across various applications such as finance, navigation, and entertainment [2]. - The Mate X7, a foldable smartphone, exemplifies Huawei's focus on AI capabilities and multi-agent collaboration, allowing users to perform cross-application tasks seamlessly [4]. - The Mate 80 series introduces features like "Xiao Yi Briefing," which utilizes AI to provide personalized summaries and efficient information overviews [4]. Group 2: Ecosystem Growth - The HarmonyOS ecosystem is experiencing rapid growth, with over 27 million devices and more than 300,000 applications and services available, indicating a robust user base and application market [2][5]. - The number of registered developers for HarmonyOS has surpassed 10 million, with daily additions of over 2,000 new features, highlighting the ecosystem's expanding capabilities [5][6]. - Major applications such as WeChat, Taobao, and Alipay have fully adapted to HarmonyOS, entering a phase of frequent updates and collaborative innovation [5][6]. Group 3: Market Position and Trends - The high-end smartphone market is projected to grow, with a reported 8% year-on-year increase in sales for the first half of 2025, contributing over 60% of global smartphone revenue [7]. - Huawei ranks third in the high-end market, benefiting from a loyal consumer base and strong offline presence, particularly in China [7][8]. - The new Mate series and the growing HarmonyOS ecosystem are positioned as structural supports for Huawei's continued penetration into the high-end market [8].

Core Viewpoint - Huawei aims to build an AI-centric, all-scenario intelligent operating system ecosystem rather than a traditional application ecosystem [3] Group 1: Development and Adoption of HarmonyOS - The user experience of HarmonyOS is described as a "smile curve," indicating a gradual improvement as more applications are developed and launched [4] - As of October 22, the number of devices running HarmonyOS 5 reached 23 million, making it the fastest-growing operating system in smart terminal history [4] - Huawei has launched 30,000 native HarmonyOS applications and cloud services, although it still lags behind iOS and Android [5] Group 2: AI Integration in HarmonyOS - HarmonyOS 6 showcases the integration of AI into the operating system, enhancing user experience from the ground up rather than merely adding features [6] - AI capabilities are embedded throughout the operating system, providing functionalities such as automatic photo composition and intelligent call screening [7][9] - The AI assistant, Xiaoyi, serves as a unified entry point for various applications, allowing users to perform tasks through natural language commands [15][18] Group 3: Development Framework and Tools - Huawei has introduced the HarmonyOS Intelligent Agent Framework (HMAF), which provides a unified language and interface for developers to create AI applications [27] - The framework includes over 50 development components and 240+ standard intents, aiming to reduce the cost of developing AI capabilities within applications [27] - The company has opened up its capabilities to developers, allowing for the creation of intelligent agents that can perform complex tasks and provide personalized services [27] Group 4: Organizational Changes and Strategic Focus - Huawei has made significant organizational adjustments to enhance its focus on AI, including appointing Yu Chengdong as the head of the Product Investment Review Committee [30][31] - This restructuring aims to streamline AI development across the company, leveraging Huawei's extensive product ecosystem and technological capabilities [31] - The overarching goal is to position HarmonyOS as a key player in the AI landscape, moving beyond traditional application ecosystems to an AI-centric operational framework [31][32]

Core Insights - The AI application market is experiencing significant growth, with mobile and PC active user counts reaching 729 million and 200 million respectively by September 2025, driven by a shift towards ecosystem collaboration and model optimization [1][6][14]. Market Overview - As of September 2025, the mobile AI application market includes 287 million users for native apps, 706 million for In-App AI, and 535 million for smartphone manufacturer AI assistants, with respective growth rates of 3.4%, 9.3%, and 1.2% [1][14]. - The overall scale of mobile AI applications has surpassed 700 million, indicating a maturation and commercialization of the industry [6][14]. User Engagement - In-App AI applications dominate the user engagement landscape, with 31 out of the top 50 AI applications being plugins, led by Baidu AI Search, Douyin AI Search, and WeChat AI Search [2][31]. - The average number of In-App AI applications per app in the top 20 has increased to 2.5, while PC web applications and smartphone AI assistants lag behind [2][31]. Competitive Landscape - The competition has shifted from a focus on parameter comparisons to ecosystem collaboration, with major players like Baidu, Alibaba, Tencent, and Douyin updating their models frequently [1][6][14]. - The user engagement time for native AI applications remains the highest at 117.7 minutes, compared to 31 minutes for AI plugins and 5.3 minutes for smartphone AI assistants [2][16]. Trends in AI Applications - The industry is moving towards a "value-driven" model, with pricing strategies becoming more refined and user stickiness increasing, particularly for In-App AI plugins [2][12][18]. - The average single-use token consumption has decreased, indicating improved efficiency and cost control in AI applications [18][20]. Ecosystem Development - The MCP (Model Cloud Platform) services have reached 9,384 by October 20, 2025, facilitating a shift from model development to a service-oriented ecosystem [1][20]. - The integration of AI assistants into smartphones has become standard, with a collective growth of 65 million users across six major manufacturers, reflecting a 13.9% year-on-year increase [40][61]. PC Application Dynamics - The PC application market is undergoing contraction, with over 75% of web applications facing growth challenges, while the client applications are also struggling with 75% showing negative growth [50][57]. - Successful PC applications are primarily in productivity sectors, with notable growth in applications like Xiaoyi and WPS Lingxi, indicating a need for professional value to sustain growth [54][57]. Strategic Focus - Internet companies are focusing on integrating AI with business scenarios to enhance their core offerings, while smartphone manufacturers are building open ecosystems around AI assistants [61][70]. - The evolution of AI applications is characterized by a shift from single-point technology competition to an ecosystem-based collaboration model, with payment capabilities marking a significant milestone in commercialization [74][78].

Core Insights - The AI application market is experiencing rapid growth, with mobile and PC active user counts reaching 729 million and 200 million respectively by September 2025 [3][4][20] - Major companies are shifting focus from parameter competition to ecosystem collaboration, optimizing models to meet customer needs and expand application scenarios [4][9] - The In-App AI plugin model has become the leading growth driver, with 31 out of the top 50 AI applications being plugins [4][5][24] Market Overview - By September 2025, the mobile AI application market has surpassed 700 million users, with native apps, In-App AI, and mobile manufacturer AI assistants reaching 287 million, 706 million, and 535 million users respectively [20][9] - The growth of mobile applications is supported by a stable head of native apps, while the PC web applications face challenges, with over 75% experiencing growth difficulties [5][60] User Engagement - The average usage time for native AI applications is 117.7 minutes, significantly higher than In-App AI plugins at 31 minutes and mobile manufacturer AI assistants at 5.3 minutes [6][24] - The top AI applications show a stable user base, with notable growth in vertical applications like AQ and Doubao, which have seen substantial increases in active users [6][38] Competitive Landscape - The competitive landscape is solidifying, with nearly 60% of native apps experiencing negative growth, indicating a narrowing window for new entrants [31][34] - Vertical applications are thriving, with AQ, Doubao, and Jimeng AI showing impressive growth rates of 83.4%, 15.7%, and 12.1% respectively [38][40] Ecosystem Development - The MCP services have reached 9,384, facilitating ecosystem collaboration and marking a new phase of commercialization in the AI industry [4][9][80] - Companies are focusing on integrating AI into business scenarios, enhancing user experience through seamless service delivery [70][72] Future Trends - The AI market is transitioning from a focus on broad capabilities to specialized, efficient solutions, with a significant increase in model updates and iterations [16][18] - The integration of payment capabilities is seen as a key milestone for the commercialization of AI applications, paving the way for an "AI as a service" economy [85][87]

Core Insights - The emergence of generative AI has led to a global consensus on its technological direction, with various industries, including IT, manufacturing, and finance, seeking to leverage AI for innovation [1] - The release of HarmonyOS 6 marks a significant advancement in human-computer interaction, enhancing system-level AI capabilities and establishing a collaborative ecosystem for third-party applications [3][4] Group 1: AI Interaction and User Experience - HarmonyOS 6 simplifies AI interaction, allowing users to issue commands across various devices seamlessly through a unified AI service, Xiaoyi [4][5] - The new Harmony Agent Framework enables efficient communication and integration among third-party AI agents, enhancing user experience [5][7] - Users can now perform complex tasks, such as medical inquiries, with simple voice commands, showcasing the system's advanced AI capabilities [4][8] Group 2: Ecosystem and Application Development - HarmonyOS 6 has integrated over 80 third-party AI applications across diverse sectors, including healthcare, entertainment, and shopping, enhancing user convenience [7][16] - Major applications from Tencent and other developers have been fully adapted to HarmonyOS, introducing innovative features and improving user experience [16][19] - The "one-touch" feature allows for seamless content sharing and collaboration across devices, further enhancing the ecosystem's functionality [17] Group 3: System Upgrades and AI Capabilities - The upgrade includes significant enhancements to built-in applications, such as advanced photo editing features powered by AI [8][9] - HarmonyOS 6 introduces intelligent document management and note-taking capabilities, streamlining user workflows [11][13] - Xiaoyi's capabilities are set to expand, including support for multiple dialects and advanced research assistance features [11][13] Group 4: Market Growth and Future Prospects - HarmonyOS has rapidly gained market traction, with over 23 million devices deployed, making it the fastest-growing operating system in smart terminal history [19] - The transition from "usable" to "user-friendly" is a key focus for HarmonyOS 6, aiming for innovative breakthroughs in user experience [14][19] - The future development of HarmonyOS will rely on collaboration with third-party developers to enhance its AI capabilities and user engagement [19][20]

Core Insights - HarmonyOS 6 has been officially launched, showcasing significant updates and improvements across various applications and devices, with over 60 products from the Tencent ecosystem already available [1][2][14] - The operating system aims to redefine user experience by enhancing fluidity, intelligence, security, and cross-device collaboration, moving beyond traditional operating systems [3][5][19] Group 1: Ecosystem Growth - As of October 22, the number of HarmonyOS 5 devices has surpassed 23 million, indicating rapid adoption and user trust [2][14] - The ecosystem has seen a substantial increase in developer engagement, with over 800,000 registered developers and more than 30,000 applications available [17][18] - The growth trajectory of HarmonyOS is accelerating, with the time taken to reach 23 million devices significantly reduced compared to earlier milestones [14][15] Group 2: Technological Advancements - HarmonyOS 6 introduces a new intelligent assistant, "Xiao Yi," capable of performing various tasks through voice commands, enhancing user interaction [5][6] - The system features improved cross-device collaboration, allowing seamless sharing and interaction between smartphones and computers [6][8] - Security enhancements include an upgraded "Star Shield" architecture that provides proactive safety measures, such as AI fraud detection during calls [6][8] Group 3: Developer Collaboration - The operating system fosters a collaborative environment for developers, enabling them to innovate and create applications that leverage HarmonyOS's unique features [12][19] - Notable applications like Alipay and Meituan have integrated HarmonyOS features to enhance user experience, demonstrating the platform's versatility [9][10][18] - The gaming sector is also benefiting, with over 15,000 games adapted for HarmonyOS, showcasing its potential as a gaming platform [13][19] Group 4: Future Outlook - The commitment from partners like Tencent, Alipay, and Meituan to continuously improve and innovate within the HarmonyOS ecosystem indicates a strong collaborative future [18][19] - The operating system is positioned not just as a competitor but as a leader in the next generation of operating systems, reflecting a broader shift in China's tech industry towards self-sufficiency and innovation [19]

Core Insights - HarmonyOS has evolved from mere existence to a deeper understanding over six years, marking a significant journey in operating system development [2][26] - The release of HarmonyOS 6 signifies a new phase in the operating system's evolution, focusing on user experience and ecosystem integration rather than just technological breakthroughs [3][5] Group 1: Evolution of HarmonyOS - HarmonyOS aims to be an all-scenario operating system, moving beyond single-device focus to a distributed architecture that allows seamless collaboration among various devices [5][6] - The system's evolution reflects a shift from "usable" to "user-friendly," emphasizing a cohesive experience across devices and applications [17][19] Group 2: User Experience Enhancements - HarmonyOS 6 introduces features that enhance emotional engagement, such as adaptive visual effects and personalized themes, making the interface more relatable [6][9] - The AI assistant, now more intuitive, can understand context and user needs, marking a significant improvement in user interaction [9][11] Group 3: Security and Privacy - The upgraded security framework integrates privacy protection into daily usage, with features like AI fraud detection and sensitive information concealment [11][12] - The platform prioritizes user control over personal data, ensuring that privacy is maintained without compromising user experience [12] Group 4: Ecosystem Development - The HarmonyOS ecosystem has expanded significantly, with over 60 applications from major internet companies like Tencent and Alibaba now optimized for the platform [21][22] - This collaborative approach fosters a cycle of continuous improvement, where user feedback directly influences system enhancements [19][24] Group 5: Future Outlook - The ongoing development of HarmonyOS reflects a paradigm shift in operating systems, focusing on user experience and ecosystem synergy rather than just technological advancements [24][26] - The system's growth is characterized by a three-way interaction between the system, partners, and users, creating a dynamic feedback loop that enhances overall functionality [26]

Core Viewpoint - The article discusses the evolution of HarmonyOS over six years, highlighting its transition from mere existence to a deeper understanding of user needs and experiences, particularly in the context of AI integration and multi-device collaboration [2][4][19]. Group 1: System Evolution - The evolution of operating systems is characterized by gradual improvements rather than singular breakthroughs, focusing on user experience enhancements such as interface adjustments and response speed [3][4]. - HarmonyOS aims to be an all-scenario operating system, moving away from device-centric development to a distributed architecture that allows seamless collaboration across various devices [8][9]. - The release of HarmonyOS 6 marks a significant step in this evolution, enhancing user experience through emotional engagement and contextual understanding [9][11]. Group 2: User Experience and AI Integration - HarmonyOS 6 introduces a more empathetic AI assistant, "Xiao Yi," which can understand context and user needs, thereby improving task execution and interaction [11][12]. - The system incorporates advanced security features that operate in the background, ensuring user privacy while enhancing the overall experience [14][16]. - Performance improvements in HarmonyOS 6 include a 15% boost in device performance and a 35-minute increase in battery life, contributing to a more fluid user experience [16][18]. Group 3: Ecosystem Development - The growth of HarmonyOS is not just about technology but also about building a collaborative ecosystem, with over 60 applications from major internet companies adapting to the platform [21][24]. - The integration of various services within the HarmonyOS ecosystem enhances user experience across different applications, creating a seamless interaction environment [25][29]. - The article emphasizes that the evolution of HarmonyOS reflects a collective effort from developers and users, leading to a system that improves with use and feedback [21][29].

Core Insights - HarmonyOS 6 officially launched on October 22, marking a significant advancement in AI capabilities for the operating system [1][3] - The number of devices running HarmonyOS 5 has surpassed 23 million, showcasing rapid growth and market penetration [3][15] - The new HarmonyOS 6 introduces a more advanced framework, enhancing user experience and device interaction [3][4] Development and Features - Over 80 HarmonyOS applications have been launched, covering various sectors such as education, healthcare, and entertainment [3][7] - The new AI capabilities allow for seamless task management through the voice assistant "Xiao Yi," which acts as a central hub for user commands [4][8] - HarmonyOS 6 has improved performance by approximately 15% and extended battery life by over 35 minutes [8] Ecosystem and Market Position - The operating system has gained a significant market share, becoming the second-largest smartphone OS in China, with a growing user base and developer community [16] - Major applications from Tencent and Alibaba have been adapted for HarmonyOS, enhancing its ecosystem and user experience [11][12] - The ongoing development efforts have involved over 10,000 R&D personnel and substantial financial investment, indicating a long-term commitment to ecosystem growth [11][15]

Core Viewpoint - Huawei officially launched the new generation of HarmonyOS 6 on October 22, showcasing significant advancements in system capabilities and the Harmony ecosystem [1] Group 1: Device Adoption and Growth - As of October 22, the number of devices running HarmonyOS 5 has surpassed 23 million, reflecting rapid growth from 10 million in July and 20 million in September [3] Group 2: Enhanced User Experience - HarmonyOS 6 introduces a "super assistant" named Xiaoyi, capable of executing complex tasks through voice commands, enhancing human-computer interaction [4][6] - The new "tap to connect" feature allows seamless document editing across devices, with over 60 applications currently supporting this functionality [8] - Performance improvements include a 15% increase in device performance and over 35 minutes of extended battery life, along with faster application launch and content loading times [8] Group 3: Privacy and Security Features - HarmonyOS 6 implements a comprehensive security architecture, with 99% of applications expected to support a new security access mechanism by September 2025, having already intercepted over 24 billion unreasonable permission requests [11][12] - The introduction of an AI privacy feature that hides application details when someone is looking at the screen enhances user privacy in public settings [11] Group 4: Ecosystem Development - Huawei emphasizes the importance of ecosystem partnerships, with major applications from Tencent, Alibaba, and ByteDance adapting to HarmonyOS, enhancing user experience beyond mere functionality [13][15] - The system aims to provide unique experiences, with over 60 Tencent products already available on HarmonyOS, shifting user feedback focus from functionality to experience quality [13] Group 5: Aesthetic and Accessibility Improvements - HarmonyOS 6 introduces features like "smart light sensing" for a more dynamic interface and personalized lock screens, enhancing user engagement [15] - The system also focuses on accessibility, providing features for visually impaired users and support for elderly and children through remote guardianship [15]