自主可控系列：鸿蒙和国产操作系统

Summary of the Conference Call on Domestic Operating Systems and Hongmeng Industry Overview - The importance of domestic operating systems is increasingly recognized due to concerns over reliance on foreign systems, particularly after the 2008 Microsoft black screen incident, which highlighted potential threats to national industry and economic security [1][2] - The domestic operating system market has historically been dominated by Windows and Mac OS, with a market share as high as 95%. However, the market share of these foreign systems is gradually declining due to the promotion of domestic alternatives through the Xinchuang (Information Technology Application Innovation) initiative [2] Core Insights and Arguments - Huawei's Hongmeng operating system employs a "dual-track" strategy: the "pure blood" version focuses on Huawei's own closed ecosystem, while the open-source version aims to compete with Android by fostering an ecosystem with industry partners [1][5] - As of August 2025, Huawei invests over 10,000 personnel and hundreds of billions of RMB annually in R&D for Hongmeng, with over 130 million lines of code developed to achieve complete independence from Android [1][9] - The open-source Hongmeng, donated to the OpenAtom Open Source Foundation, has become a recognized and robust open-source operating system ecosystem in China, attracting numerous software and hardware developers [1][10] Development Stages of Domestic Operating Systems - The development of domestic operating systems can be categorized into five stages: 1. Initial Development (1960s-70s): Early systems like 1,507 were developed for specific applications. 2. Linux Introduction (1990s): The introduction of open-source Linux aimed to break Microsoft's monopoly. 3. Growth Phase (Early 2000s): Government support for domestic Linux and procurement initiatives began. 4. Diverse Development (Post-2000): Major companies, including Google and Apple, entered the market, prompting local firms to develop their own systems. 5. Current Phase (Post-2018): The US-China trade war accelerated the development of domestic systems, with Hongmeng leading the charge [4] Competitive Landscape - Besides Huawei, several companies are actively developing domestic operating systems, including: - China Software's Qilin Software, focusing on government and key industries. - Chengmai Technology's Tongxin Software and Qilin Xinan, which are targeting server markets and specific industry applications [6] Future Prospects - The future of domestic operating systems appears promising, with significant growth potential driven by external environmental changes and policy support. Both pure blood and open-source Hongmeng are expected to perform well in policy-level markets, consumer markets, and vertical industries, creating investment opportunities [3][13]