Investment Rating - The report does not explicitly state an investment rating for the industry or specific company Core Insights - Huawei officially released the developer preview of HarmonyOS 6, focusing on AI capability upgrades and ecosystem expansion, with key innovations including low-latency interaction and the Harmony Multi-Agent Framework (HMAF) [13][14] - Huawei has successfully built a HarmonyOS ecosystem with over 30,000 native applications, demonstrating the viability of its technical path despite external challenges [14][15] - The new system is expected to save approximately 1.5 GB of RAM and improve overall system smoothness by 30% compared to previous versions [15][16] Summary by Sections Event Overview - On June 20, 2025, Huawei launched HarmonyOS 6 at the HDC 2025 Developer Conference, emphasizing AI upgrades and ecosystem growth, including a RMB 100 million "Harmony Starlight Program" to support developers [13][14] Technological Innovations - Huawei's competitive advantage is built on three core innovations: 1) HMAF framework enabling 8ms-level multi-agent coordination 2) Computing Routing Protocol allowing smartphones to utilize PC GPUs for 4K rendering, improving efficiency by 58% 3) DevEco CodeGenie achieving 91% code generation accuracy [15][16] Competitive Landscape - HarmonyOS 6 is reshaping the mobile operating system landscape, showing potential to challenge the Android/iOS duopoly, with a first-mover advantage in AI-native architecture [16]

Core Insights - Huawei emphasizes the importance of developers in the growth of the HarmonyOS ecosystem, highlighting the collaboration with over 800 million registered developers and 30,000 applications currently in development [4][5] - The HarmonyOS 6 developer solutions have been significantly upgraded to enhance efficiency in AI-assisted development, multi-device development, performance optimization, and problem localization [6][8] Developer Ecosystem - The HarmonyOS ecosystem has gathered 800 million registered developers and 30,000 applications, with an impressive update frequency of every two weeks for typical applications [4] - Huawei has collaborated with over 30 partners to create more than 50 innovative technical capabilities in just six months, covering key areas such as performance, power consumption, and media [4][6] - Over 28,000 developer feedback items have been collected, with more than 96% resolved quickly, showcasing the company's commitment to continuous improvement [5] Developer Solutions Upgrade - The HarmonyOS 6 developer solutions have been upgraded to improve efficiency in various areas, including a 50% increase in compilation speed and a 20% reduction in memory usage for DevEco Studio [6][8] - The AI-assisted programming tool, CodeGenie, has been enhanced to support eight high-frequency scenarios, improving UI development efficiency by 50% and achieving an 85% accuracy rate in intelligent Q&A [7][8] Multi-Device Development - Solutions for multi-device development have been introduced, allowing developers to efficiently handle applications across different devices, significantly improving development efficiency [8][9] - Performance optimization strategies have been implemented, resulting in a 30% increase in frame rates and a 75% reduction in workload for applications like Kugou Music [8][9] Innovation and Future Plans - Huawei plans to continue enhancing the HarmonyOS ecosystem by developing over 30 innovative features in key business areas such as travel, social networking, entertainment, and office applications [9] - The "HarmonyOS Code Workshop" has been launched to showcase key capabilities of HarmonyOS, with all implementation codes open-sourced for developers [9]

Core Insights - Huawei's Developer Conference 2025 (HDC 2025) showcased significant advancements in the HarmonyOS ecosystem, highlighting over 9,000 applications and more than 70 system-level innovations achieved through collaborative efforts [1] - The introduction of HarmonyOS 6 Developer Beta aims to enhance developer efficiency through a dual-engine approach of "one development, multi-end deployment" and AI-assisted development [1] Group 1: Development Efficiency - The "one development, multi-end deployment" concept revolutionizes application development, allowing developers to use a single technology stack for multiple platforms, achieving a code reuse rate of up to 90% [3] - Applications with identical functionalities across devices, such as Qingting FM, achieved a code reuse rate exceeding 80%, with specific adaptations requiring minimal development time [5] - Applications with partial functional differences, like Feishu and Bilibili, saw a code reuse rate of 50%-80%, significantly reducing development costs for new terminal adaptations [5] Group 2: Innovation and Experience - Developers can quickly implement innovative experiences, as demonstrated by Bilibili's immersive viewing features on new devices with minimal code [7] - The introduction of DevEco CodeGenie, an AI-powered assistant, enhances productivity in coding tasks, with notable improvements in code adoption rates and UI generation efficiency [9] Group 3: Ecosystem Collaboration - Over the past six months, more than 30 partners have collaborated on over 50 projects, fostering a "positive cycle" of ecosystem development [11] - Joint projects with partners like WeChat and Douyin have led to significant performance improvements in application components, such as a fourfold increase in image loading performance [13][15] - The collaborative efforts have resulted in tools that enhance performance, stability, and flexibility, benefiting developers and users alike [15]