Core Viewpoint - The year 2025 is anticipated to be a pivotal moment for the explosion of terminal AI, marking a significant transition in the industry akin to the shift from feature phones to smartphones. This transition represents a fundamental restructuring of business models and interaction logic, moving from a passive service model centered around apps to an active service model centered around AI agents [1]. Group 1: Industry Transition - The challenge of reconstructing the connection between humans and devices is a common issue faced by all manufacturers in this transition [2]. - There are two main factions in the industry: one that seeks to improve existing app ecosystems and another that advocates for a fundamental restructuring at the operating system level [3]. - Huawei, as a representative of the "reconstruction faction," has anchored its strategy at the foundational level, aiming to integrate AI capabilities into the native genes of the operating system [4]. Group 2: AI Terminal Classification - Huawei's terminal intelligence classification standard, developed in collaboration with Tsinghua University, categorizes AI terminals into levels L1 to L5, emphasizing the need for terminals to evolve beyond mere tools to achieve autonomous planning capabilities at L3 [5][10]. - Most current products remain trapped in outdated architectures, failing to progress beyond L1 and L2 stages, which are characterized by human-led, AI-assisted functionalities [8][16]. Group 3: Path Dependency in AI Applications - The industry exhibits three typical path dependencies that hinder true generational leaps in AI applications: 1. Major model vendors focus on B to C products, leading to "floating intelligence" that lacks integration with device-level operations [9]. 2. Internet giants with super apps tend to create "segmented intelligence," confining AI capabilities within their ecosystems and exacerbating data silos [11][13]. 3. Traditional terminal manufacturers adopt a "patchwork intelligence" approach, integrating AI features in a fragmented manner without a cohesive system-level strategy [14][15]. Group 4: System-Level Reconstruction - Huawei's HarmonyOS is pursuing a challenging path of system-level reconstruction, breaking down the rigid boundaries between applications and systems [21][22]. - The foundation of this reconstruction is the Harmony Intelligent Agent Framework (HMAF), which establishes a unique intent framework and user data map, transforming the operating system into a proactive service provider [25]. Group 5: User Experience Transformation - The bottom-level reconstruction allows for a shift from cumbersome operations to a dialogue-based interaction, where the system can autonomously identify user intentions and execute tasks seamlessly [27][28]. - This transformation enables a proactive response from services, exemplified by the Shenzhen Airlines intelligent agent that can handle complex booking processes through simple voice commands [29]. Group 6: Developer Ecosystem and Flow Distribution - HarmonyOS provides a platform for developers to create intelligent agents that can be easily integrated across various devices, enhancing the overall user experience [31][32]. - The new service distribution mechanism shifts the focus from app downloads to real-time user needs, allowing smaller developers to gain visibility and opportunities in the market [37]. Group 7: Market Growth and Developer Opportunities - Currently, over 32 million devices equipped with HarmonyOS 5/6 have been deployed, creating a robust foundation for the new flow of services [38][40]. - As the L3 intelligent experience is realized and the intent-service commercial loop is established, the Harmony AI ecosystem is entering a phase of substantial benefit release, presenting a prime opportunity for developers to engage with the next generation of service distribution [41][42].

Core Insights - Huawei's HarmonyOS has achieved significant growth, with over 17 million devices running HarmonyOS 5 and more than 30,000 applications and services available [1][3] - The operating system is transitioning from a device-centric model to an ecosystem and business model competition, reflecting a structural change in the global operating system landscape [2][3] Ecosystem Expansion - The HarmonyOS ecosystem is in a phase of rapid expansion, with 17 million devices across various categories, including smartphones, tablets, PCs, and wearables [3] - The number of applications and services exceeding 30,000 indicates that the content supply is nearing a mature platform level, reducing user barriers in core scenarios [3] - The growing user base provides a commercial attraction for developers, encouraging more manufacturers to adapt their products to HarmonyOS [3] AI Integration - AI innovation and full-scene collaboration are key directions for HarmonyOS, with over 70 system-level innovations showcased, enabling seamless switching and resource sharing across devices [4][6] - The introduction of the Xiaoyi intelligent agent platform allows developers to create AI agents using various development modes and components, supported by a significant investment of 1 billion yuan to foster AI innovation [6][7] - The shift from traditional app interactions to intelligent agent services is a critical trend, with major tech companies also focusing on integrating AI capabilities into their operating systems [7]

Core Viewpoint - The event highlighted the progress of the HarmonyOS ecosystem and its dual-driven strategy of "Harmony + AI," emphasizing collaboration among enterprises to build a new productive force in the digital economy [1][3]. Group 1: HarmonyOS Ecosystem Development - As of September 2025, the number of HarmonyOS 5 terminal devices has surpassed 14 million, showcasing the ecosystem's growth [3]. - Over 400 consumer applications and more than 150 government and enterprise applications have been successfully launched in Zhejiang, contributing significantly to the HarmonyOS application ecosystem [3]. - The "Zhejiang Service" platform integrates over 3,600 government services, while the "Travel Zhejiang" smart tourism service connects provincial resources for convenient travel [3]. Group 2: Developer Engagement and Tools - Huawei has established nine unified capabilities for developers, allowing them to create applications with a single set of skills and code for a full-scenario experience [3]. - The introduction of CodeGenie AI development tools and the Xiaoyi intelligent platform aims to lower development barriers and enhance application development efficiency [3][4]. Group 3: Open Source and Educational Initiatives - Huawei has contributed over 130 million lines of open-source HarmonyOS code and launched more than 1,300 software and hardware products across various sectors, including finance, education, and consumer electronics [4]. - Universities in Zhejiang are actively offering HarmonyOS courses, fostering a new generation of developers through Huawei's student developer program [4][6]. Group 4: Call for Collaboration - Huawei invites more enterprises and partners to accelerate the adaptation of applications to HarmonyOS, enhancing functionality and consumer experience [5]. - The company encourages consumers to actively use and provide feedback on HarmonyOS devices and applications to help refine the ecosystem [5]. - There is a strong appeal for more device manufacturers, software developers, and application creators to engage in the open-source HarmonyOS community to establish industry benchmarks and replicable solutions [5][6].

Core Viewpoint - Huawei's Developer Conference 2025 (HDC2025) introduced the Harmony Agent Framework (HMAF) and the white paper titled "Agent Era, Harmony Applications Born Intelligent," marking a significant step towards integrating intelligent agents into the Harmony ecosystem [1][3]. Group 1: Harmony Agent Framework - The Harmony Agent Framework establishes a new value network for intelligent agents, providing structural support for the intelligent upgrade of third-party applications [6]. - Key components include new interaction methods for agents, upgraded protocols, efficient development processes, and enhanced security, facilitating deep collaboration between applications and agents within the Harmony system [6]. Group 2: Xiaoyi Intelligent Agent Open Platform - The Xiaoyi Intelligent Agent Open Platform aims to accelerate the evolution of Harmony applications into intelligent agents, offering comprehensive solutions that support various development models [9]. - Developers can access over 50 Harmony system plugins and utilize an upgraded intent framework to quickly implement multi-agent collaboration across different scenarios [12]. Group 3: Launch of Pioneer Intelligent Agents - The first batch of over 50 pioneer Harmony intelligent agents is set to launch, featuring capabilities such as generating clothing recommendations based on weather data and creating playlists through voice commands [13][15]. - Notable partners like Shenzhen Airlines and Ximalaya are also developing their intelligent agents, indicating a rapid expansion of the ecosystem [15]. Group 4: AI Capabilities and Integration - The Harmony system has integrated AI capabilities into over 4,000 applications, with 240+ standard intents connected to more than 470 services, enhancing the system's intelligent interaction capabilities [17]. - Xiaoyi has evolved into a more capable intelligent agent, offering features like real-time dialogue, AI photo editing, and contextual memory across various devices [17]. Group 5: Developer Engagement and Ecosystem Building - The Harmony Agent Framework and Xiaoyi Intelligent Agent Open Platform empower developers to easily access intelligent agent services, fostering a collaborative ecosystem for global developers and enterprises [19].

Core Viewpoint - Huawei officially launched the Harmony Agent Framework (HMAF) and the Xiaoyi Intelligent Agent Open Platform at the Huawei Developer Conference 2025 (HDC2025), marking the comprehensive entry of HarmonyOS into the "Agent Era" [1][10]. Group 1: AI Development and Framework - The advancement of AI technology is shifting from "passive response" to "active service," with Huawei's Harmony Agent Framework defining the interaction and collaboration paradigm between the operating system, Harmony applications, and intelligent agents [2]. - The new framework enables deep collaboration between the Xiaoyi system Agent and system AI capabilities, promoting the symbiotic development of applications and Agents, completing a full-cycle process from development to traffic distribution [2][4]. Group 2: Ecosystem and Developer Support - The Xiaoyi Intelligent Agent Open Platform serves as a one-stop development platform, providing easy access for developers, ecosystem partners, and individual creators to innovate and create various intelligent agents [6]. - Developers can leverage the built-in intent understanding framework to integrate AI large model technology, creating vertical or cross-scenario intelligent agent matrices [6]. Group 3: Application Integration and User Experience - Huawei's own applications, such as Huawei Weather, Huawei Music, and Huawei Browser, have adopted the Agent form, with over 50 pioneering Harmony intelligent agents already in development [8]. - For instance, the Huawei Weather app offers a weather assistant intelligent agent that provides professional forecasts and personalized recommendations, enhancing user experience [10]. - The Xiaoyi Intelligent Agent Market integrates various professional intelligent agents from leading AI companies, covering multiple scenarios to meet diverse user needs [10].