Cailian (Shanghai, edited by Chen Mo) reported that Yu Chengdong, managing director of Huawei, said in Weibo that since the first release of HarmonyOS in 219, 15 million terminal devices equipped with HarmonyOS in three years, HarmonyOS has become a success!
At the Huawei Eco-Congress 221 held on May 21st, 221, Xu Zhijun, the rotating chairman of Huawei, emphasized that Huawei plans to upgrade its 1+8 equipment to HarmonyOS in 221, and it is estimated that there will be more than 2 million Huawei 1+8 equipment upgraded to HarmonyOS by the end of 221. At the same time, the third-party partners are also fully matching. It is estimated that the number of devices including smart homes, health instruments, travel, education and other terminals will exceed 1 million by the end of 221.
At present, Huawei's industrial application scenarios in HarmonyOS are accelerating. On August 31, 1 production line verification vehicles of Extreme Fox Alpha S Huawei HI version were officially launched, and the road test will be fully disclosed; On September 1th, in the sub-forum of "Digital RMB and HarmonyOS Ecological Dialogue", the cooperation scene between Digital RMB and HarmonyOS Ecology made its debut; On September 13th, Huawei released the world's first laser printer Huawei PixLab X1； equipped with HarmonyOS system; On September 14th, the National Energy Group and Huawei launched the "Kuanghong" operating system.
according to Huawei's public forecast, in 23, the connection number of consumer-grade and industrial-grade IOT devices in China will reach 1 billion, the penetration rate of HarmonyOS will increase nonlinearly, and the industrial market space will be trillions.
New Era Securities believes that Huawei is promoting the strategic layout of HarmonyOS by virtue of its own advantages in software and hardware fields, so that many eco-partners can access HarmonyOS with high efficiency and low cost. In addition, HarmonyOS is expected to become a breakthrough in the future by virtue of its layout in the fields of in-vehicle operating system, intelligent projection and AR/VR, and its continuous iterative update will give Huawei eco-enterprises enough room for growth.
essence securities said that it has great potential to realize in the fields of mobile terminals, IoT and industrial internet with reference to the development plan of Harmony OS project. As the next generation OS, it is expected to form a * * * vibration with the revolution in the AIOT era. Its large-scale push shows that the strategic aircraft carrier will set sail soon and will drive ecological partners to sail.
Huaxi Securities pointed out that it is the general trend for all kinds of listed companies to fully support HarmonyOS, and a large number of AIOT startups are also competing to develop new products based on HarmonyOS. HarmonyOS Eco-chain Company is sorted as follows: technology development category: core beneficiary companies include Zhongke Chuangda (system development), ChinaSoft International (software development), Changshan Beiming (ISV) and Runhe Software (multi-chip platform adaptation); Other beneficiary companies include Dongfang Tong (middleware), Chengmai Technology (software development), Anheng Information (cloud security) and Gao Weida (financial cloud).
ecological application category: the core beneficiary companies include UFIDA (enterprise service), Jinshan Office (office software), Iflytek (artificial intelligence), Zhongwang Software (industrial software) and Youboxun (terminal); Other beneficiary companies include New World (Terminal), Zhongke Software (Finance), Wanxing Technology (Video Editing), Netda Software (Huawei Video), Monternet Group (SMS System), SuperMap Software (GIS) and Siweituxin (Map).