Harmony's launch further strengthens homegrown software Against the backdrop of hardware development constraints, Huawei is working with the United Nations industry chain to realize the independent control of the software side.
On June 5, Huawei donated the Hongmeng infrastructure, meaning that Hongmeng infrastructure open source. The open source of Hongmeng basically eliminates the concerns of other vendors about Huawei as a competitor, and allows them to use Hongmeng on an equal basis according to their own demands, which is conducive to the access of Hongmeng systems to more devices, thus accelerating the establishment of the Hongmeng ecosystem.
Huawei expects that by the end of 2021, the number of devices equipped with the Hongmeng operating system will reach 300 million, of which more than 200 million are Huawei devices, and the number of various types of terminal devices for third-party partners will exceed 100 million. With the open source of Hongmeng's infrastructure, the penetration of Hongmeng's hardware and software products on different platforms is expected to continue to grow.
Today after the plate, a media report: "From Huawei insiders learned that up to now, HarmonyOS upgrade users have exceeded 10 million."
Harmony benefits can be divided into four layers: Harmony ecological partners, supporting software, IoT modules, and domestic software.
The first layer: partners benefit from Hongmeng penetration rate increase.
In the process of building the Hongmeng ecosystem, the cooperation of partners is crucial. Previously, Huawei's head of the software department, Wang Chenglu, said, "At the end of 2021 there will be 300 million devices upgraded Hongmeng system, and cell phones account for 200 million of them, wearable devices and other devices account for 30 million of them, and the rest need to rely on the friends to support."
The second layer: supporting software adapted Hongmeng to take the lead in capturing the market.
With the support of the Open Harmony open source project, Hongmeng OS has richer supporting software, involving video playback, video editing, maps, social software and other applications. The software companies that are the first to adapt to the Harmony system are expected to maintain their market share in the segment, and at the same time, they can share the growth dividends of the Harmony system.
The third layer: Hongmeng pushes the accelerated development of IoT modules.
Hongmeng system to truly realize the Internet of everything, on the one hand, need to solve the software level, on the other hand, also depends on the support of the hardware, the Internet of Things module is an essential part of the hardware field.
The fourth layer: domestic software along with Hongmeng ushered in unprecedented development opportunities.
May 24, according to Reuters news agency, Huawei founder Ren Zhengfei said in an earlier internal meeting, Huawei attaches importance to software, because in this area, the future development of the basic not controlled by the United States, there is a greater independence, can "root to the roots, poking through the sky". The introduction of Hongmeng strengthened the software field independent and controllable mood, China's local software services industry will usher in unprecedented development opportunities.
Additionally, the 14th Five-Year Plan for software will be released soon, and domestic software may usher in a new round of policy catalysts, and recent research shows that the industry is optimistic about the development of Xinchuang.
June 7 after-hours, held in Chongqing, the first China Industrial Software Conference, the Ministry of Industry and Information Technology Development Secretary Xie Shaofeng said, "We will release as soon as possible the 14th Five-Year Plan for the software industry, to promote the overall development of the software industry in the 14th Five-Year Plan period, to accelerate the introduction of the three-year plan of action for the key technology software. Strengthen the key support for industrial software key technology software."
Since 2019, the United States has frequently implemented technical blockades against Chinese technology companies represented by Huawei, and the demand for localization of Xinchuang products has become more urgent. On the other hand, localized products in various aspects such as operating systems, middleware, databases, industry software and so on have become increasingly mature, and the conditions for local substitution are already in place.
In addition, according to the June CCTV industry research, the industry is very optimistic about the development of CCTV, and expects the party and government CCTV market to tender for 3.5 million units this year, with year-on-year growth of more than 25%.
Industry CCTV, the regulator requires the financial industry to take out 15% of the budget for CCTV this year, and next year to increase to 30%, the general system to be replaced at the end of 2023; the telecommunications industry target 5 years to achieve complete replacement, including the core system. At the same time, the industry Xinchuang price is higher than the party and government Xinchuang, such as the financial industry procurement of Oriental Tong middleware price increased to more than 20,000 yuan.
Introduction of the domestic software system
First, the operating system
The country's full implementation of the localization of the party and government office system in 2020 is the first year of the landing of the party and government credits, the total amount of procurement of 7 million sets, according to the ratio of 3:5:2 in 2020 - 2022 year by year to promote. 2020 is the year of the party and government credits. 2022 year by year. 2020 procurement volume is about 30% of the total planning, 2021 procurement volume will not be less than 50% of the total, the procurement amount compared to this year is expected to double.
In 2020, the total number of bids for operating systems in the party and government sectors will be about 2 million, with Kirin software accounting for 55%-60% of the bids and Unicom software accounting for 40%-45%. Lin operating system by China's software subsidiary Kirin software development and operation, the standard Microsoft; Chengmai technology and Wuhan deep of the degree of *** with the establishment of Unisign software UOS, and the depth of the binding Huawei.
Second, middleware and database
Middleware is the basic software applied to distributed systems, located between the application software and operating systems, databases, application software in different technologies **** enjoy the resources provided by the reusable standard, is one of the three major basic software with operating systems, databases.
It is expected that by 2023, China's middleware market size of 13 billion yuan, a compound growth rate of 17.2%. In the domestic middleware market, foreign companies IBM and Oracle market share of more than 50%, domestic alternative space is huge. Orientop's middleware products have a market share of 5%, ranking first among domestic vendors, and the second one, Bowland, has a market share of 1.9%.
In addition, with the rise of cloud computing, big data and other new-generation information technology, the future of software infrastructure gradually from the basic middleware to the cloud application platform and data center evolution.
Third, network security
This year, such as insurance 2.0 and other compliance policies are expected to increase the implementation of the "Regulations for the Safe Protection of National Critical Information Infrastructure" is expected to be introduced, the network security combat rehearsal action coverage, implementation efforts to further enhance. In addition, 2021 is the 100th anniversary of the founding of the party, and related heavy security investment is also expected to increase. With the epidemic gradually stabilized, the annual growth rate of the network security industry in 2021 is expected to return to more than 20%.
Fourth, industry application software (including industrial software, office software, financial software, medical software, etc.)
1) industrial software
Industrial Internet accounted for 80% of the downstream applications of the 5G, one of the core scenarios of the application of the 5G, the 5G high speed rate The characteristics of large bandwidth, low latency and high reliability, and large connection and wide coverage can effectively improve the efficiency of industrial production.
The upstream of industrial software is mainly for computer hardware and equipment manufacturing, system software, development tools and software, middleware manufacturers, representative enterprises for Microsoft, IBM, etc., the upstream industry is still basically occupied by overseas enterprises. The downstream application fields are numerous, involving almost all industrial fields, covering discrete industries and process industries, such as automobile manufacturing, machinery and equipment, aerospace and other industries.
2) Office software
In the domestic Xinchuang independent alternative trend, domestic office software to support the domestic hardware and software environment and the price is relatively low, at the same time, the product close to the national habit of use, penetration is expected to continue to increase. Kingsoft Office office software in the party and government and industry market share of more than 90%, customer coverage of the State Council under the 65 units of 62, 97 central enterprises in the 90, 153 medium and large banks in the 133.