Core Insights - The Chinese open-source industry is experiencing significant developments, with OpenHarmony and openEuler graduating as the first projects under the OpenAtom Open Source Foundation, indicating their maturity in technology, community governance, and ecological development [2] - The newly upgraded AtomGit platform has officially launched, accelerating the empowerment of China's open-source and AI ecosystem [2] - According to GitHub's 2024 Octoverse report, the global developer count has surpassed 150 million, with active developers reaching 22.8 million, and over 3 million new active developers added in 2024 alone [2] Market Growth - The global open-source software market is projected to maintain an 8.5% compound annual growth rate (CAGR) from 2025 to 2030, potentially exceeding $150 billion by 2030, driven by cloud computing, AI, and IoT [3] - In the AI sector, open-source models like Qwen and DeepSeek have achieved over 300 million downloads globally, with derivative models exceeding 100,000, capturing over 30% of the Hugging Face community [3] Structural Characteristics - China's open-source landscape shows a structural characteristic where projects like Qwen, DeepSeek, and PaddlePaddle are leading in AI large models, while there is still a lack of influence in foundational technology areas such as operating system kernels and databases [3] - The GitHub 2024 technical influence ranking indicates that AI large models are the primary engine of global technological innovation, with a significant cross-disciplinary and cross-national "super innovation network" effect [3] Value Realization Challenges - Despite the growth in scale, the average commercial lifespan of Chinese open-source projects is less than 18 months, with 70% of projects seeing a drop in activity within a year, and only 3% achieving sustainable profit models [4] - In comparison, international counterparts like RedHat and Canonical have established stable revenue streams, with RedHat's OpenShift generating over $3 billion annually [4] AI Open Source Imbalance - The imbalance in the AI open-source sector is evident, with Gartner predicting the global open-source software market to reach $150 billion by 2025, while Nvidia reports that China holds 80% of the world's open-source large models, yet their commercial value conversion efficiency is low [5] - The Chinese AI open-source community faces three systemic challenges: the disconnection between computing power, frameworks, and models; the dual-track collaboration between code and models; and the gap from demo to production delivery [6][7] AtomGit Platform Development - The AtomGit platform aims to integrate code, models, datasets, and computing resources, creating a unified infrastructure for AI development [8] - The platform faces challenges in merging diverse computing resources, system architecture, and ensuring a consistent user experience [9][10] Future Outlook - The development of open-source AI is transitioning from a hobbyist phase to becoming a foundational enterprise infrastructure, with predictions that by 2027, 70% of enterprise AI applications will be built on open-source models [11] - AtomGit's future business model will focus on basic services and value-added operations, supporting the growth of open-source projects and facilitating commercialization [11] Integration Strategy - AtomGit employs an integrated design for underlying storage, a unified account and permission management system, and resource scheduling mechanisms to enhance platform stability and performance [12]

Core Insights - The openEuler community aims to accelerate the development of the global open-source software ecosystem, focusing on innovation in operating systems [1] - openEuler has over 2,100 member organizations and more than 55 million users, with an expected installation base of over 16 million by the end of 2025 [1][3] - The community is shifting its focus from market share to enhancing core competitiveness and quality [3][4] Group 1: Community Growth and Development - The openEuler community has grown significantly since its inception, with over 23,000 global contributors [1] - The market share of openEuler has increased from approximately 50% last year to over 55% this year, maintaining its leading position in China [3] - The community plans to launch an operating system for super nodes by the end of 2025, aiming to lead in the AI era [1][4] Group 2: Technological Advancements - The core technological focus for openEuler this year is on AI, with 22 out of 25 newly incubated open-source projects related to AI [4] - Huawei has committed to supporting the openEuler community by contributing key capabilities such as "memory unified addressing" and "heterogeneous computing low-latency communication" [4][5] - The community is developing a complete AI software stack and enhancing the deployment of large models [4] Group 3: Global Expansion Strategy - openEuler is pursuing a systematic approach to global expansion, aiming to establish a robust IT infrastructure worldwide [5] - The community has formed strategic partnerships with 15 major open-source foundations and collaborates with projects like OpenStack and CNCF [6] - openEuler promotes a unique development model that combines Eastern and Western cultural characteristics, fostering a vibrant community of diverse contributors [5][6]

Core Insights - Huawei disclosed its latest advancements in innovation investment, technology openness, and intellectual property protection during the "6th Innovation and Intellectual Property Forum" [1] - The data reflects the increasing importance of Chinese tech companies in the global innovation ecosystem [2] R&D Investment - In 2024, Huawei's R&D investment is projected to reach 179.7 billion yuan, accounting for approximately 20.8% of its total revenue, with patent licensing revenue hitting a record high of 630 million USD [1] - Huawei maintains high R&D intensity, with over 37,000 patents published and more than 10,000 technical proposals submitted to domestic and international standards organizations [3] - Huawei's R&D spending ranked sixth globally according to the "2024 EU Industrial R&D Investment Scoreboard," significantly exceeding the industry average [3] Technological Breakthroughs - Huawei's R&D efforts have led to significant technological breakthroughs, including advancements in computing, connectivity, storage, operating systems, and terminals [3] - The sixth "Top Ten Inventions" announced at the forum exemplifies the outcomes of Huawei's substantial R&D investments [3] Open Strategy and Ecosystem Development - Huawei is actively pursuing an open strategy to accelerate ecosystem development, with over 8,100 contributors in the OpenHarmony community and more than 10 million lines of new open-source code submitted in 2024 [4] - The open-source projects like CANN and the Cangjie programming language are also progressing, enhancing Huawei's technological influence and establishing de facto standards [4] Patent Strategy - Huawei has adopted a "dual licensing" strategy, with 37,000 new patents published in 2024, bringing its total effective patents to over 150,000 by the end of 2024 [5] - Huawei's patent licensing revenue is estimated at 630 million USD for 2024, with cumulative licensing fees paid historically being three times the cumulative licensing income [5] Industry Implications - The data indicating that 95% of Huawei's licensing agreements are reached through negotiation highlights the potential for resolving licensing disputes through market mechanisms [6] - The "open and protect" model may become a strategic choice for more tech companies as the global digital infrastructure evolves towards a connected world [7] - Huawei's approach signifies a shift in Chinese tech companies' innovation models, moving from micro-innovations to foundational technologies and standards [7]

Group 1 - The 2024 China Open Source Development Deep Report highlights significant breakthroughs and ecological development in five major domestic open-source operating systems, including OpenHarmony, openEuler, openKylin, OpenAnolis, and OpenCloudOS [1] - Domestic manufacturers are accelerating the optimization of technology, product promotion, and ecological layout of self-developed open-source operating systems, leading to a notable acceleration in the domestic substitution process and unprecedented growth in application scale [1] - OpenHarmony, incubated and operated by the OpenAtom Open Source Foundation, aims to create a root community for open-source operating systems for smart terminals, with over 70 co-construction units and 395 ecological partners by the end of 2024, and more than 8,100 active code contributors [1] Group 2 - In the AI sector, leading domestic companies are making significant strides in open-source AI, with Alibaba's Qwen series model representing a major breakthrough for Chinese enterprises [2] - The total global open-source contributions surpassed 700 million for the first time in 2024, with the US, India, and China being the top three contributors, accounting for 200 million contributions [2] - China leads the world in the number of active open-source developers, reaching 2.2729 million in 2024, while India ranks second with 1.9850 million active developers [2]