Core Viewpoint - The article highlights how Huawei's HarmonyOS 5 has become an essential tool for young people during their holidays, enhancing their travel and leisure experiences through various applications and services [3][63]. Group 1: Holiday Activities - During the National Day and Mid-Autumn Festival holiday, many young people chose to travel, while 50% also spent time at home, with 21.1% dedicating time to study [11][12]. - Different industries showed varied holiday preferences: the education sector favored international travel, while finance professionals were more likely to work during the holiday [13]. - Nearly 50% of respondents used Huawei themes to set festive wallpapers, and 40% created holiday wish lists [14][15]. Group 2: Travel Preferences - Among young travelers, 67.3% preferred city tours, followed by 53.4% for scenic tours and 46.2% for cultural tours [20]. - 70% of young people utilized the AI assistant "Xiao Yi" for travel planning, with 60% frequently consulting it for local knowledge and recommendations [21][22]. - The article notes that 50% of respondents had international travel experience, with 5.8% planning future trips [28]. Group 3: Overcoming Travel Barriers - Common barriers to international travel included language barriers (76.9%) and difficulty understanding maps (65.4%) [30]. - Huawei's "Tianji Tong" service helped 69.2% of respondents overcome internet connectivity issues abroad [30]. Group 4: Home Activities - During the holiday at home, 88.5% of young people prioritized sleep, while 78.9% watched shows and movies [41]. - Different professions showed distinct preferences for home activities, with finance professionals favoring video streaming and internet workers exploring new apps [43][44]. Group 5: Work and Study - One-third of young people continued to work or study during the holiday, with many using HarmonyOS 5 to enhance productivity [49]. - The AI assistant "Xiao Yi" was utilized by 70% of working respondents for task management and reminders [53]. Group 6: Future Prospects - Huawei is promoting the HarmonyOS developer incentive program to encourage the development of applications, games, and services, aiming to expand the Harmony ecosystem [64].

Group 1 - Huawei announced that the number of HarmonyOS 5 terminal devices has surpassed 17 million, indicating rapid growth in the Harmony ecosystem and a comprehensive upgrade of AI experiences [1] - The "Tian Gong Plan" was officially launched, with an investment of 1 billion RMB to support innovation in the Harmony AI ecosystem, encouraging developers to collaborate [1][4] - Over 30,000 applications and meta-services have been launched, showcasing a collective effort in China's tech sector [1] Group 2 - The global tech competition has intensified, with countries increasing investments in R&D to secure key technological advantages, particularly in operating systems and AI [2] - The importance of operating systems as foundational support in the digital world is emphasized, as they manage hardware resources and software applications across various devices [2] Group 3 - Huawei plays a crucial role in the tech competition, having established a solid foundation with OpenHarmony, which now includes 130 million lines of code and over 9,200 community contributors [3] - OpenHarmony has led to the development of over 1,300 hardware and software products across multiple industries, establishing it as a digital foundation for various sectors [3] Group 4 - The "Tian Gong Plan" aims to cultivate over 10,000 AI-native meta-services and 1,000 intent frameworks, providing strong momentum for the Harmony system in the AI era [4] - AI Agents are identified as the next generation of AI, capable of executing complex tasks and enhancing user interaction with digital environments [4] Group 5 - The development of the Harmony AI ecosystem aligns with national strategies for "new quality productivity" and "Digital China," emphasizing the role of AI in driving economic growth and digital transformation [6][7] - The Harmony AI ecosystem is expected to foster new business models and enhance productivity across various industries, including manufacturing and agriculture [7] Group 6 - The growth trajectory of the Harmony ecosystem reflects China's tech industry's strategic focus on "independent innovation and open collaboration," with the ecosystem now accelerating its development [7][8] - The call for partners and developers to embrace Harmony and AI signifies a collective ambition for the future of China's tech industry [8]

Summary of Huawei's Full Connection Conference Industry and Company Overview - The conference focused on Huawei's advancements in AI infrastructure, particularly through the launch of the Lingxi Interactive Interconnection Protocol and three major super node products: Atlas 950, Atlas 960, and TaiShan 950 [1][2][3] Key Points and Arguments AI Infrastructure Developments - Huawei aims to build a comprehensive computing foundation to meet market demands for super nodes and consulting computing solutions, indicating a significant leap in AI computing capabilities [1][2] - The Atlas 950 and 960 super nodes are set to launch in Q4 2026 and Q4 2027, respectively, with a notable increase in computing power and interconnect bandwidth reaching up to 34PB per second [1][4] AI Chip Roadmap - The Ascend 950PR/G7 chip is scheduled for release in 2026, with plans for the Ascend 970 chip in 2028, showcasing Huawei's commitment to technological independence in AI chip development [1][5][8] - The Ascend 950PR chip will focus on pre-training tasks, while the Ascend 950G7 will support more complex operations, indicating a strategic shift in chip capabilities [5][8] Ecosystem Expansion - Huawei is opening its super node technology, including the Lingxi protocol and reference architecture, to foster collaboration with ecosystem partners, aiming to reshape the AI infrastructure market [1][7] - The launch of the HarmonyOS 5 and the investment of 1 billion in the Tian Gong plan to support the Harmony AI ecosystem are expected to attract more developers and enhance AI application innovation [3][11][13] Cybersecurity Solutions - The introduction of the Xinghe AI cybersecurity solution aims to unify network and security management, addressing new threats faced by branches, campuses, and data centers [1][10] Additional Important Content - The Atlas 950 super node will consist of 160 cabinets, achieving 800 million FLOPS (FB8) and 1.6 billion FLOPS (FB4), while the Atlas 960 will have 220 cabinets with 3.4 billion FLOPS (LLP8) and 6 billion FLOPS (LLB4) [4] - HarmonyOS 5 has been integrated into over 17 million devices, with 33,000 applications and services available, indicating a growing ecosystem [12] - The AI capabilities of the HarmonyOS, particularly through the voice assistant Xiaoyi, are being positioned as a central feature in various applications, enhancing user interaction and device connectivity [11][12]

Core Viewpoint - Huawei's HarmonyOS 5 showcases significant advancements in AI capabilities, aiming to create a seamless, multi-device ecosystem that integrates AI into everyday tasks and interactions [1][3][6]. Group 1: AI Capabilities and Features - HarmonyOS 5 introduces the AI assistant "Xiao Yi," which can handle various tasks such as travel planning and music playback across multiple devices [2][4]. - The system integrates AI natively, allowing for a unified experience across smartphones, tablets, PCs, and other devices, unlike existing fragmented systems [3][6]. - As of now, over 17 million HarmonyOS 5 devices have been deployed, with more than 30,000 applications and services available, indicating rapid ecosystem growth [5][6]. Group 2: Xiao Yi's Functionality - Xiao Yi evolves from a simple voice assistant to a comprehensive AI agent capable of managing complex tasks and workflows, effectively acting as a project manager and personal assistant [10][15]. - The assistant can autonomously plan trips, manage schedules, and even organize events based on user preferences, streamlining previously cumbersome processes [11][14]. - Xiao Yi's emotional awareness allows it to respond to users' moods and provide contextually appropriate interactions, enhancing user experience [18][20]. Group 3: System Integration and Development - The "Xiao Yi Brain" feature enables seamless task management across devices, ensuring that AI capabilities are embedded within the entire system rather than being limited to individual devices [22][26]. - Huawei has launched the "Tiangong Plan," committing 1 billion yuan to support AI ecosystem innovation, aiming to lower barriers for developers and enhance AI capabilities [27][28]. - The Harmony Intelligence platform offers various development modes and components, facilitating the creation of AI agents without starting from scratch [30]. Group 4: Future Directions and User Engagement - Huawei's vision for AI includes transforming AI agents into decision-making partners, driving industry revolutions and enhancing human-computer interaction [32][34]. - The company emphasizes the importance of user feedback, having received over 10 million responses, with a high rate of issue resolution, to continuously improve the system [38][39]. - The overarching goal is to redefine operating systems from merely supporting AI to being driven by AI, fostering a collaborative ecosystem for developers and users alike [40].

Group 1 - Huawei announced that the number of HarmonyOS 5 terminal devices has exceeded 17 million and launched the "Tian Gong Plan," committing 1 billion RMB to support the Harmony AI ecosystem innovation [1] - HarmonyOS integrates native AI support at the system level and aims for full-scene interconnectivity through distributed capabilities [1][2] - Huawei's terminal products have fully adopted HarmonyOS 5 this year, covering various categories such as smartphones, computers, tablets, smartwatches, and smart screens [2] Group 2 - The OpenHarmony ecosystem has seen over 130 million lines of code contributed by more than 9,200 community contributors, resulting in over 1,300 hardware and software products across various industries [2] - The AI agent is becoming a crucial direction for the evolution of the Harmony ecosystem, with the "Tian Gong Plan" supporting developers in building more AI meta-services and intelligent frameworks [2] - The Xiaoyi task space feature is currently in testing, capable of autonomously scheduling over 120 integrated tools and third-party intelligent agents for complex task automation [4]

Group 1 - The core viewpoint emphasizes the rapid growth of the HarmonyOS ecosystem as a collective innovation effort within China's technology industry, with a call for more partners and developers to embrace HarmonyOS and AI [2] - HarmonyOS is built on the OpenHarmony framework, which has seen over 130 million lines of code contributed by more than 9,200 community contributors, resulting in over 1,300 hardware and software products across various industries [4] - Huawei's terminal products have fully adopted HarmonyOS 5, enhancing user experience with features like real-time interaction and AI integration across devices such as smartphones, computers, and smart screens [5] Group 2 - AI is becoming a crucial direction for the evolution of the Harmony ecosystem, with the "Tiangong Plan" supporting developers in creating more AI services and frameworks [7] - The "Xiao Yi" task space feature can autonomously manage over 120 tools and third-party AI agents, significantly improving efficiency in various high-frequency scenarios like office writing and travel planning [9] - Huawei has launched a new Xiao Yi AI agent open platform, providing developers with various tools and components to facilitate the creation of AI capabilities, aiming to accelerate the development of over 10,000 AI-native services [10]

Core Viewpoint - The article emphasizes the rapid development and integration of HarmonyOS in various educational and practical settings, highlighting the role of educators in cultivating talent for this emerging ecosystem [4][22][28]. Group 1: HarmonyOS Ecosystem Development - HarmonyOS has over 1.3 million lines of open-source code, more than 8 million registered developers, and over 30,000 applications and services actively being developed [4]. - The ecosystem is increasingly being adopted, with HarmonyOS capturing 19% market share in China, making it the second-largest operating system in the country [23]. - The demand for HarmonyOS talent is significant, with a reported talent gap of over one million and more than 3 million job openings related to HarmonyOS [23][25]. Group 2: Educational Innovations - Over 400 universities have participated in HarmonyOS talent cultivation, conducting more than 320 public courses [7]. - Educators like Professor Xie Tao and Professor Qin Feizhou have integrated HarmonyOS into their curricula, fostering a new wave of technological education [9][10]. - The teaching approach emphasizes not just technical skills but also innovative thinking and adaptability to new technologies [12][19]. Group 3: Practical Training and Employment - Practical training institutions focus on equipping students with applicable skills to meet market demands, achieving high employment rates for graduates [15][17]. - Educators like Zhou Shugang and Zhou Shuan have successfully guided students to secure jobs in competitive markets, demonstrating the effectiveness of hands-on training [17][21]. - The average salary for HarmonyOS developers is projected to increase by 43.1% in 2024, reflecting the growing value of these skills in the job market [23][25]. Group 4: Community and Collaboration - The article highlights the collaborative efforts among educators to share resources and experiences, enhancing the overall quality of HarmonyOS education [10][26]. - The growth of the HarmonyOS ecosystem is described as a collective effort, with educators acting as "seeds" that contribute to a larger movement towards technological advancement [26][28]. - The article calls for more educators and developers to join the HarmonyOS initiative, emphasizing the importance of knowledge sharing and innovation in shaping the future [28].

Group 1 - The consumer electronics sector in A-shares is experiencing a significant surge due to major announcements from Huawei and Apple, with stocks like Fenda Technology and GoerTek hitting the daily limit [1] - The third quarter is identified as a golden season for consumer electronics, with Huawei's Mate 80 and Apple's iPhone 17 series launches expected to drive demand [3] - Companies in the domestic supply chain, such as Lens Technology and Luxshare Precision, are showing strong performance, with Lens Technology's net profit increasing by 32.68% in the first half of the year [3] Group 2 - The integration of AI technology into consumer electronics is accelerating hardware upgrades, with devices like the Xiaomi 14 and Huawei's HarmonyOS 4.0 showcasing enhanced capabilities [4] - The long-term outlook for consumer electronics is positive, as companies involved in foundational technologies for AI, such as Lens Technology and those developing Micro LED and waveguide technologies, are positioned for growth [4] - Industrial Fulian, a leader in AI servers with a global market share of 40%, reported a 35% revenue increase in the first quarter, highlighting the importance of strong fundamentals for long-term investors [4]

Core Insights - The HarmonyOS public class held by Huawei emphasizes the importance of youth in driving innovation and growth within the Harmony ecosystem [1][7] - Over 200 young students participated in the immersive experience, showcasing the vibrant innovation pulse of the Harmony ecosystem [1][7] Group 1: HarmonyOS Ecosystem Development - Huawei experts highlighted the robust development and vast potential of the Harmony ecosystem, with over 9,000 applications contributing to more than 70 innovative experiences [3][5] - HarmonyOS serves as a solid digital foundation across various industries, fostering extensive co-innovation in the operating system and application ecosystem [3][5] Group 2: AI and Creative Transformation - The integration of AI and full-scene capabilities in HarmonyOS is reshaping video creation experiences, as demonstrated by Tim, a well-known tech influencer [3][5] - Features like "碰一碰" (Tap to Connect) and "手眼同行" (Hand-Eye Coordination) enable seamless and efficient creative processes across devices [3][5] Group 3: Talent Development and Opportunities - Huawei's "Harmony Star Plan" aims to cultivate young talent, investing 100 million yuan in cash and resources to support campus developers and creative individuals [7] - The initiative is designed to ignite innovation and enthusiasm among youth, contributing to the rapid development of the Harmony ecosystem [7] Group 4: Interactive Experience and Partnerships - The public class featured an interactive experience area showcasing the innovative vitality of the Harmony ecosystem, with participation from ten ecological partners [5][6] - Partners like Bilibili, Didi, and China National Aviation provided unique offerings and benefits based on HarmonyOS features, enhancing user engagement [6]

Group 1 - Huawei's upcoming Pura 80 series will feature the "HarmonyOS AI Super Intelligent Agent," showcasing advanced natural language processing capabilities [1] - The application of edge AI models is primarily focused on upgrading smartphone voice assistants, evolving from traditional command recognition to intelligent dialogue systems [1] - Major Chinese smartphone manufacturers, including Huawei and OPPO, have over 100 million monthly active users for their AI assistants, indicating a significant market presence [1] Group 2 - IDC forecasts that global AI smartphone shipments will increase from 5.1 million units in 2023 to 91.2 million units by 2028, with an annual growth rate of 78.03% [1] - In the Chinese market, AI smartphone shipments are expected to grow from 1 million units in 2023, representing a 5.5% market share, to 15 million units by 2027, achieving a penetration rate of 51.9% with a compound annual growth rate of 96.8% [1] - Companies like Hongxin Electronics and Suzhou Goodix are involved in the supply chain for AI-enabled smartphones, with Hongxin being a core supplier for flexible circuit boards and Suzhou Goodix providing OEM testing services [2]