With the help of HarmonyOS operating system, Huawei will show its competitive advantages in three aspects: ecology, hardware, first mover and continuous innovation, and is expected to become a leader in the era of Internet of Everything. Under the new blue ocean of industrial Internet, "Huawei is to the Internet of Things" can be compared with "Apple is to the mobile Internet".
On June 2nd, 20021,Huawei held a new product launch conference of HarmonyOS system operating system and Huawei full scene, and released the updated information of HarmonyOS system OS and various devices equipped with HarmonyOS system OS, including Huawei Watch3 and MatePad Pro.
At present, the biggest highlight of HarmonyOS OS is to use software to connect various consumer terminals and locate the Internet of Everything. The biggest change in this update is that the HarmonyOS OS 2.0 version emphasizes breaking the limitation that traditional IT systems are bound to a single type of hardware through software capabilities, trying to make up for the shortcomings of hardware performance and connection in a softening and innovative way, and can be flexibly deployed for different devices.
It is worth noting that, contrary to popular belief, HarmonyOS system is not a formal "shell-in-a-box" system, nor is it limited to the field of mobile phones. The actual bottom layer is the "Zhilian" track design of the Internet of Things. At present, HarmonyOS system has been applied to mobile phones, tablets, watches and other terminals in Huawei's ecology. It uses a "distributed" method to solve the pain points of multi-terminal intelligent connection, and uses a microkernel method to solve the pain points of implementation and adaptation. Its positioning is to serve the Internet of Things system of 5G+IoT and guide the long-term trend of the Internet of Everything.
Huawei is not a traditional hardware equipment company, and HarmonyOS system only embodies the long-term strategy of accumulating and softening software capabilities. HarmonyOS OS 2.0 emphasizes breaking the limitation that traditional IT systems are bound to a single type of hardware through software capabilities, and tries to make up for the lack of hardware performance and connection through softening and innovation. Huawei forms the framework of ICT ecology with operating system, which is proved by the subsequent release of HMS and the enhancement of software capabilities. With the help of HarmonyOS system ecology, the innovation and value of Huawei hardware terminals are expected to continue in several tracks.
World-class Operating System for 5G+ Internet of Things
"Distributed soft bus technology" laid the foundation stone of HarmonyOS system, and was born to adapt to the interconnection of everything and realize "super terminal".
IoT devices will be the largest incremental market on the terminal side in the next five years. According to statistics of IoT Analytics, the per capita number of IoT devices in the world has increased from 2.09 devices/person in 20 15 to 6.57 devices/person in 2020, and it is expected to accelerate to 9.27 devices/person in 2025, in which the per capita number of mobile phones, pads and PC terminals tends to be stable, and the number of other IOT devices is expected to increase, which also means that the demand for software capabilities in IOT scenarios will be further enhanced.
"Intelligence" and "connection" are the biggest pain points of the track experience and ecology of the Internet of Things. The demand for multi-terminal collaboration in the Internet of Things scenario represented by smart home has been widespread. However, at present, the connection modes of most smart devices are not convenient enough or need to be downloaded and used separately, and the underlying connection technologies and standards are diverse, which leads to unclear industrial chain trends and inconvenient consumer experience.
Intelligent pain points are solved through unified control of mobile phones. At the press conference on June 2nd, 20021year, Huawei also highlighted the capabilities of HarmonyOS system in the field of smart home, which was mainly reflected in unifying and simplifying the control forms, and promoting the intelligent devices to truly realize intelligent functions. The concept of smart home has been born for a long time, and the number of smart home appliances is still growing. However, because smart home appliances often need to download the corresponding app to control (ranging from tens of megabytes to hundreds of megabytes), the process of downloading, installing and registering is extremely complicated, and the operating logic of different home appliance terminals is not the same, resulting in poor experience. According to Huawei's statistics, the installation rate of smart device APP is less than 10%, and the utilization rate is less than 5%.
The mobile phone terminal equipped with HarmonyOS system is the operating entrance and core of intelligent networking equipment. The mobile phone of HarmonyOS system can easily connect to the Internet by touching the smart household appliances installed in HarmonyOS system, or push the smart function of the card display device through the mobile phone, which is convenient to play the smart function of the terminal. At present, Huawei has formed an ecological cooperative relationship with Midea, Haier, Jiuyang, Supor, Boss, Shuaikang and Taifang.
The microkernel of HarmonyOS system embodies the characteristics of distribution, which solves the pain point of ecological collaboration of the Internet of Things. The existing operating system basically only corresponds to a certain type of hardware, such as Windows of x86 PC and iOS of Apple mobile phone. However, in the Internet of Things era, the number of terminal types has greatly expanded, so it is difficult to develop operating systems or applications for each hardware separately, and the ecology of different hardware terminals cannot enjoy synergy, which leads to low development efficiency. HarmonyOS system realizes hardware decoupling, that is, flexible deployment for different devices (such as smart screens, wearable devices, cars, speakers, mobile phones, etc.). At the same time, the innovative distributed soft bus enables the hardware with different functions to work together.
Ecology+hardware +R&D is the key to the success of intelligent OS.
Huawei has been accumulating software and hardware capabilities for many years, and HarmonyOS OS has enabled Huawei to formally enter the world-class operating system track. Compared with Windows in the PC era and iOS and Android in the smart phone era, HarmonyOS is an operating system for the Internet of Everything era. The key to success lies in: 1) seizing the opportunity of industrial transformation and forming an open ecology of industrial chain and consumers; 2) Have an understanding of hardware technology; 3) Long-term continuous research and development.
Looking back on the rise of Apple, it shows its advantages from three aspects: ecology, hardware, first-Mover advantage and continuous innovation. Operating system plays an important role in ICT industry, and operating system manufacturers will become the leaders of the corresponding industrial ecology. With the help of HarmonyOS operating system, Huawei will show its competitive advantages in three aspects: ecology, hardware, first mover and continuous innovation, and is expected to become a leader in the era of Internet of Everything. Under the new blue ocean of industrial Internet, "Huawei is to the Internet of Things" can be compared with "Apple is to the mobile Internet".
By the end of June 2020, 65438+February 3 1, there were more than120,000 applications integrating HMS core competence in the world, and there were more than 2.3 million registered developers in the world, including 300,000 overseas developers. The number of overseas applications in Huawei's application market has increased by more than 10 times compared with 20 19, and the HMS ecosystem has become the third largest mobile application ecosystem in the world. With the gradual maturity of the subsequent HMS ecosystem, with the huge number of terminals in HarmonyOS system, HMS ecosystem is expected to become Huawei's new revenue engine.
Combined with the HarmonyOS system OS ecological blueprint and the current mature HMS industrial chain, we sort out the eco-chain companies as follows:
Technology development category: the core beneficiary companies include Zhongke Chuangda (system development), ChinaSoft International (software development), Changshan Beiming (ISV) and He Run Software (multi-chip platform adaptation); Other beneficiary companies include Dongfang Tong (middleware), Chengmai Technology (software development), Beixinyuan (mobile security) and Gao Weida (financial cloud).
Ecological application category: core beneficiary companies include UFIDA (enterprise service), Jinshan Office (office software), Iflytek (artificial intelligence) and China Net Software (industrial software); Other beneficiary companies include Wanxing Technology (video editing), Netda Software (Huawei video), Caixin Co., Ltd. (mail system), Monternet Group (SMS system), SuperMap Software (GIS), NavInfo (map) and Crane Software (Huawei wallet).
References:
Huaxi Securities-Computer Industry: HarmonyOS System Out of Sheath, Sword Finger Ecology -202 10602.
Shen Wan Hongyuan-The third depth of Huawei's industrial series in the communication industry: the unification of all things, and the reconstruction of the Internet of Things world by HarmonyOS System 2.0 -202 10604.
This report was written by Bo Huang (registration number: A0740620 120007), an investment consultant of Q9 Smart Investment.