Sino-Singapore Jingwei Client, June 5 (Fu Yumei Chang Tao) Internet of Everything-this is the mission undertaken by HarmonyOS since its birth, and it also represents Huawei's ultimate vision of intelligence.

  "In the era of the Internet of Everything, no one will be an island." Huawei's consumer business CEO Yu Chengdong spoke affectionately at the press conference on the evening of the 2nd.

He finally stated: "We hope to prosper the Hongmeng ecosystem with more partners and developers, and provide global consumers with a better experience, better products, and better services."

  It is not so much hope as it is need.

  Not only the high-profile HarmonyOS 2 and a variety of new products equipped with HarmonyOS 2 were unveiled that night, but also the "circle of friends" where Hongmeng joined hands.

After supporting the Hongmeng system, the "super terminal" formed between the device and the device will realize hardware mutual assistance and be freely called by individual needs.

  Therefore, in the world of Internet of Everything, the size of the "friend circle" not only determines the extent to which users can use Hongmeng, but also determines whether Hongmeng can truly build a moat.

This is an ecological battle against time.

"The remaining 99% are for ecology"

  "Successful development of the operating system is only 1%, and the remaining 99% are for ecology." Yang Haisong, vice president of Huawei's consumer business AI and smart full-scenario business department, once said.

  Right now, 1% of the progress bar has been completed.

From the beginning of planning in 2012, the official release of HarmonyOS in 2019 to the current large-scale push of version 2.0, it is only the first step of Hongmeng’s "Long March".

  On the evening of the 3rd, #鸿蒙全家斗# posted a hot search with over 100 million views.

At the end of the press conference, Yu Chengdong announced the HarmonyOS "100" machine renewal plan-in the first half of next year, it is planned to realize the "100" device upgrade to HarmonyOS 2.

The list covers almost all terminal products under Huawei.

At present, more than 1 billion Huawei full-scenario smart connection devices (including more than 700 million mobile phones on the Internet) have been sold, and about 90% of the stock and on-sale mobile phones can be upgraded with the Hongmeng operating system.

  Compared with Huawei's own products, the outside world is more looking forward to which partners have chosen Hongmeng.

  According to Huawei, there are currently 300+ application and service partners, 1,000+ hardware partners, and 500,000+ developers participating in the construction of the Hongmeng ecosystem.

  At the same time, behind Hongmeng is Huawei's "1+8+N" strategy.

Among them, 1 refers to the entry point of smart phones, 8 refers to Huawei devices such as smart screens, tablets, and smart speakers, and N refers to the pan-IoT hardware ecosystem participated by other hardware manufacturers.

  The more than 300 partners connected to the Hongmeng system are mainly based on the five smart life scenarios that Huawei is targeting, including smart travel, smart home, sports and health, smart office, and audio-visual entertainment.

  On the evening of the 2nd, the source of some Hongmeng ecological partners was announced: screenshots of live video

  Among them, home appliance companies are the big ones.

Brands such as Midea, Haier, Shuaikang, Supor, Fangtai, and Joyoung are all included in Huawei.

Midea also stated that it will further deepen bilateral cooperation with Huawei and realize the coverage of Midea's full range of Hongmeng products (nearly 200 models).

  In the automotive industry, Polar Fox αS has been equipped with Hongmeng OS and Huawei ADS.

In terms of software, Hongmeng is about to provide full open source for all developers. The current cooperative ecosystem vendors include Zhongke Chuangda, Runhe Software, Wondershare Technology, UFIDA, and China Software International.

  West China Securities sorted Hongmeng Eco-Chain companies into "technology development category" and "ecological application category".

  It is worth noting that there are many A-share listed companies in the lineup of Hongmeng's current partners.

Many companies have also announced to join the Hongmeng Ecological Partnership Circle.

  "The release of the Hongmeng operating system means that Huawei's software ecological strategy in the era of the Internet of Everything has been completed." Ping An Securities said.

Race against time

  Although there are many "allies", Hongmeng's ecosystem construction faces two problems.

  First, the quantity is not enough.

Wang Chenglu, president of Huawei’s consumer business software department and head of Hongmeng operating system, said in early 2021 that Android has about 20 million developers and iOS has about 24 million developers, while Hongmeng’s current number of developers is only a few million. Still obvious.

On the day of the June 2 press conference, Wang Chenglu revealed that according to estimates, there are currently nearly 500,000 pure Hongmeng developers.

  However, it is not easy for Hongmeng to grab market share.

  Before Huawei, large companies such as Microsoft, Alibaba, and Samsung also launched mobile-oriented operating systems Windows Phone, YunOS, Tizen, etc., but they all failed due to unsatisfactory ecological development. Google Android and Apple iOS systems are still firmly established. Occupy the mobile phone market.

  According to data from StatCounter, a communications traffic monitoring agency, from April 2020 to April 2021, Google’s Android system accounted for 72.2% of the market share of mobile operating systems, Apple’s iOS accounted for 26.99%, and other operating systems’ market share. Less than 1%.

  Another problem is that the access of mobile phone manufacturers is yet to be developed.

At present, Hongmeng's mobile phone partner only has one brand, Meizu.

However, it is not Meizu's mobile phone business that is connected to the Hongmeng system, but its cooperation in the field of smart ecology.

  The ideas of other mobile phone manufacturers may be more complicated.

"OPPO doesn't need Hongmeng." A public relations officer from OPPO made a direct statement recently, which also caused a lot of farce.

The employee even issued derogatory remarks against Hongmeng, which ended with a public apology and resignation.

However, OPPO responded to this matter by saying that it supports domestic innovation and calls for and supports the industry to develop together.

  "Verbal support is useless, we still have to take concrete actions." said an analyst who asked not to be named.

However, this also reflects to a certain extent the dilemma of allowing mobile phone merchants to accept Hongmeng.

  Many veterans in the mobile phone industry directly told reporters from Sino-Singapore Jingwei that it is very difficult for mainstream mobile phones to switch to Hongmeng in the short term in the face of a system that has formed a stable camp.

In addition, mobile phone manufacturers also have their own ecological layout based on the Android system, "there is no need to choose Hongmeng."

  Telecommunications analyst Fu Liang said that Hongmeng has not been tested by large-scale use, and it is difficult for mobile phone manufacturers to be willing to bear the risks that it may bring, especially when used on its own flagship models.

  Telecommunications and Internet analyst Ma Jihua said in an interview with a reporter from China-Singapore Jingwei that one of the reasons why it is difficult for major mobile phone manufacturers to use Hongmeng is that Huawei is still an important manufacturer in the mobile phone industry, and competitors have concerns.

  Huawei is quite calm about this phenomenon.

Regarding the phenomenon that no mobile phone manufacturer has clearly stated that they will connect mobile phone products to the Hongmeng system, and they have concerns about Huawei as a system and a terminal, Wang Chenglu responded that Huawei has also taken back the code from the open source community and superimposed on its own products. Huawei has donated all the core infrastructure of Hongmeng to the Open Atom Open Source Foundation. Each manufacturer can obtain code from the "Open Atom Open Source Foundation" on an equal footing and do it according to different business requirements. Product, "It is a business choice whether to do it or not in the end."

  In fact, it is not difficult to find that most of the hardware manufacturers that join Hongmeng’s "Circle of Friends" are areas where Android has insufficient penetration and Huawei has not set foot in them, and there is no obvious commercial competition.

  However, without the participation of mobile phone manufacturers, Huawei's "Internet of Everything" puzzle is always incomplete.

  "Operating systems are a typical oligopoly market. New entrants want to make breakthroughs, especially in the mobile and PC fields. It is difficult to challenge existing vendors. If the relevant ecological construction falls short of expectations, partners may invest based on relevant platforms. Become a sunk cost." Ping An Securities said.

  Moreover, if the advantages cannot be converted into scale in a short time, Hongmeng will directly face the bottleneck of development.

Huawei has also set a "life and death line" for itself, that is, to achieve a "16%" market share.

  Ping An Securities estimates that the total number of active devices in the world is about 3.5 billion, and Huawei needs to achieve a 16% market share within 1-2 years, that is, to achieve more than 560 million active terminals.

From Huawei's plan, Hongmeng operating system plans to carry more than 300 million devices in 2021, completing more than half of the task. The 200 million of which are Huawei's own equipment, and the ecological equipment will exceed 100 million.

  Whether it is a spectator, a supporter or a doubter, it may be understood that Hongmeng's development and growth still takes time, and this may be the only opponent that Huawei needs to defeat.

The question is, how long does it take?

How much time is left for Huawei?

What will happen to the rivers and lakes then?

The answer is to be solved.

(Zhongxin Jingwei APP)

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