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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 - 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]

Core Insights - The integration of AI with operating systems is essential for the future of intelligent terminal systems, moving away from simple auxiliary intelligence to a more autonomous decision-making capability [5][6] - OpenHarmony has rapidly developed into one of the fastest-growing open-source communities for intelligent terminal operating systems, with significant contributions and a wide range of applications across various industries [3][6] Group 1: OpenHarmony Development - Since its inception in 2020, OpenHarmony has gathered over 9,200 contributors, contributing more than 130 million lines of code and launching over 70 industry-specific distributions [3] - As of September 2025, over 60 terminal devices are running HarmonyOS 5, with more than 17 million activated devices and over 30,000 applications and services available [3] - The release of HarmonyOS 6.0 marks a significant upgrade in system capabilities, development efficiency, and ecosystem adaptability, supporting high-performance devices and enhancing multi-device collaboration [3] Group 2: Future of Intelligent Operating Systems - The next five years will see terminal operating systems evolve towards higher levels of intelligence, potentially reaching L3 (collaborative autonomy) to L4 (professional guidance) by 2030 [5] - Key challenges for terminal intelligence include robustness, security and privacy risks, high costs, and low efficiency, which can be addressed through deep integration of AI with operating systems [5] - OpenHarmony has established several technical special groups (TSGs) to focus on AI agent interaction, positioning awareness, and secure computing capabilities to facilitate this integration [5] Group 3: Community and Educational Initiatives - OpenHarmony is actively promoting native adaptation of mainstream cross-platform development frameworks and enhancing the development experience through the open-source Cangjie programming language [6] - The establishment of an education committee aims to strengthen talent cultivation in the operating system field, with over 60 key technical topics released and collaboration with 22 universities [6] - The community is focused on building a prosperous ecosystem driven by intelligence, technology, and collaboration across various sectors [6]

Core Insights - The core idea of the article emphasizes the robust growth of the Harmony operating system, driven by its foundational principle of "open collaboration and shared value" [2][3][6] - Harmony's explosive growth is attributed to a collaborative ecosystem involving developers, partners, and users, which fosters deep cooperation and value creation [3][14] Development Stages - The evolution of Harmony can be divided into three stages: the "driving" phase before 2019 focused on strategic technology layout, the "repairing" phase where it expanded into various IoT fields, and the current "manufacturing" phase showcasing its self-sustaining growth [4][5] - The launch of Harmony 1.0 in August 2019 marked the beginning of its journey, emphasizing an open design to break device silos and achieve seamless collaboration [4][5] Developer Ecosystem - Developers are identified as the core driving force of the Harmony ecosystem, with Huawei simplifying the development process and providing tools and resources to encourage innovation [6][8] - The "Harmony Campus Developer Program" has effectively engaged students, fostering a vibrant community of young developers who contribute innovative ideas and tools to the ecosystem [8] Partner Contributions - Partners play a crucial role in the Harmony open platform, transforming open technology into practical solutions across various industries [10][12] - Successful implementations, such as the "Dianhong" solution by China Southern Power Grid, demonstrate the significant impact of partners in enhancing operational efficiency and addressing industry challenges [12] User Engagement - Users are considered the foundation and driving force of the Harmony ecosystem, with their feedback and experiences shaping the platform's evolution [14] - The growth in user numbers is seen as a vital internal driver for the ecosystem's continuous development, reinforcing the importance of user engagement in the overall strategy [14] Future Outlook - The article concludes that the prosperity of open ecosystems relies on multi-dimensional collaborative innovation, where all participants can share value and grow together [17][19] - The future technological landscape is envisioned as a collaborative effort among numerous open ecosystems, emphasizing the need for open-mindedness and cooperative strength to achieve shared success [19]

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]

Core Viewpoint - The emergence of HarmonyOS represents China's strategic push towards mastering core technologies, aiming to become the unified digital foundation for the era of interconnected devices, rather than merely replacing existing operating systems like Android, iOS, and Windows [1][3]. Group 1: Development and Features of HarmonyOS - HarmonyOS was officially initiated in May 2016, following internal discussions that began in mid-2015, driven by Huawei's need for a unique operating system to enhance user experience and adapt to future smart device trends [4][5][6]. - The system is designed to support multi-device collaboration, breaking away from traditional single-device operating systems, which is a core design principle of HarmonyOS [7][12]. - The distributed soft bus technology is a key feature, allowing different physical devices to function as a single system, enhancing interoperability and user experience [11][12][24]. Group 2: Strategic Importance and Market Position - HarmonyOS is seen as a historic opportunity for China to gain control over core technologies, with the potential to significantly alter production and lifestyle patterns [3][39]. - The system's development is not merely a response to external pressures, such as U.S. sanctions, but rather a well-planned initiative that aligns with Huawei's long-term strategic vision [20][19]. - The open-source nature of HarmonyOS is crucial for building an ecosystem that can thrive across various industries, allowing for broader adoption beyond Huawei's hardware [31][49]. Group 3: Future Prospects and Challenges - The success of HarmonyOS hinges on expanding its hardware ecosystem, as a larger number of devices will enhance application innovation and user engagement [29][36]. - The transition to a single framework, moving away from compatibility with Android, is expected to improve performance and user experience, leveraging the system's inherent distributed capabilities [26][27]. - The company aims to establish a "Wintel" model, fostering deep collaboration with chip manufacturers to enhance the integration of hardware and software [48].

Core Insights - Huawei's HarmonyOS has evolved significantly since its launch six years ago, with a focus on building a robust ecosystem rather than just an operating system [1] - The HarmonyOS ecosystem includes both Huawei's proprietary system and the open-source version, OpenHarmony, which allows other companies to develop their own versions [1] Group 1: Ecosystem Development - The HarmonyOS ecosystem has transitioned to a phase of "exponential expansion," with over 30,000 applications and services being developed across nearly 20 industries, including government, healthcare, and industrial sectors [2] - More than 800 million developers are now engaged with the HarmonyOS platform, and over 40 Huawei devices are equipped with HarmonyOS 5, which has added over 260 new features [2][4] - OpenHarmony is recognized as the fastest-growing open-source operating system, with over 1.3 billion lines of code and nearly 9,000 community contributors [2] Group 2: Innovation and Features - Huawei has introduced over 70 system-level innovations in HarmonyOS, with more than 9,000 applications utilizing new capabilities such as "touch to connect" and system scanning [4] - The upcoming HarmonyOS 6 will enhance connectivity and intelligence, featuring a new intelligent agent framework that allows applications to perform complex tasks collaboratively [4] - Over 50 intelligent agents are currently in development, covering various sectors such as education, healthcare, and finance, with applications from companies like JD.com and Sina [6] Group 3: Industry Collaboration - Various domestic application leaders, including DingTalk and Sina Weibo, have shared their innovative experiences based on the HarmonyOS, showcasing features like voice interaction and privacy protection [6] - The collaborative efforts in developing the HarmonyOS ecosystem are seen as a significant joint innovation in the operating system and application fields [4][6]

Core Viewpoint - The event in Shenzhen marked the launch of the "Traffic Jiahong" operating system based on OpenHarmony technology, indicating a significant breakthrough for domestic operating systems in the core area of transportation infrastructure and accelerating the practical implementation of open-source ecosystems in urban traffic systems [1][3]. Group 1: Technology and System Integration - "Traffic Jiahong" operates on a dual technology base of OpenHarmony and openEuler, focusing on core scenarios such as urban rail and road traffic, providing high reliability, strong real-time capabilities, and interoperability among diverse devices [3]. - The system aims to address challenges in the smart transportation sector, including fragmented device protocols, poor system compatibility, and high operational costs, by achieving unified access, intelligent scheduling, and data integration [3]. Group 2: Industry Implications - The launch of "Traffic Jiahong" signifies a shift away from reliance on imported systems, addressing issues of software fragmentation and data silos through the open-source ecosystem, promoting technological independence and system unification in the transportation industry [3][4]. - The current acceleration in domestic smart transportation construction is moving towards higher demands for interconnectivity, intelligent perception, and collaborative control, particularly in urban rail systems where the number of under-construction and planned lines is increasing [3]. Group 3: Solutions and Applications - "Traffic Jiahong" proposes a "three-in-one" smart station solution for urban rail, integrating operating systems, hardware platforms, and software platforms to enable unified access to station equipment and edge AI computing [4]. - In urban road systems, the solution connects traffic lights, sensors, and monitoring terminals to create a closed-loop control logic of "perception-prediction-decision-service," which is expected to enhance traffic efficiency and road safety [4]. Group 4: Collaborative Ecosystem Development - The launch event involved multiple stakeholders, including the OpenAtom Foundation and various industry associations, marking a transition from single-scene applications to cross-industry ecosystem collaboration [6]. - The China Intelligent Transportation Association emphasized the importance of a stable technical foundation for smart transportation systems, advocating for unified and efficient open-source ecosystems through collaborative efforts in technology, standards, and scene expansion [6][7].

Core Insights - The launch of M-Robots OS marks a significant advancement in China's robotics operating systems, transitioning into a new phase of "multi-machine collaboration and collective intelligence" [1] - The system aims to address the challenges faced by the global robotics industry, including market monopolization by traditional "Linux+ROS" ecosystems and fragmentation in domestic technology routes [1][3] Group 1: M-Robots OS Features - M-Robots OS is built on OpenHarmony and offers four differentiated capabilities: real-time multi-machine collaboration with a response time of less than 1 microsecond, compatibility with various hardware brands, native AI support for task optimization and human-machine interaction, and low-threshold development with extensive APIs and toolchains [3] - The system has already been validated in industrial robotic arms and collaborative robots, with plans for commercial testing in industrial production lines by 2025 in collaboration with partners in Guangdong Province [3] Group 2: Strategic Plans and Collaborations - The company plans to advance the system iteratively through an "open-source community" model, aiming to release version 2.0 by the end of 2025 and establish a comprehensive development ecosystem within three years [3] - Future applications are targeted in smart manufacturing, healthcare, education, logistics, and energy sectors, with a goal to establish ten benchmark applications in the next three years [3] Group 3: Company Background - DeepKaiHong, founded on August 26, 2021, is a technology company with state-owned and Huawei investments, focusing on providing foundational software services for industry digitalization and intelligence [4] - The company is led by Wang Chenglu, who previously oversaw the development of HarmonyOS and related technologies at Huawei [4]