The whole conference is roughly divided into two segments, the first of which focuses on showcasing the features of the HM OS operating system and how to build a super terminal to realize the Internet of Everything; the second segment demonstrates some of the new products equipped with the HM 2.0 system, such as watches, tablet PCs, and smart screens, etc.
This conference is different from the previous ones, as it marks the official step of Huawei's HM OS.
This conference is different from the past, and it marks a solid step forward for Huawei's Hongmeng OS. Because it is expected that by the end of 2021, the number of devices equipped with the Hongmeng OS will reach 300 million, of which more than 200 million Huawei devices, and the number of various types of terminal devices for third-party partners more than 100 million.
Now that the mobile Internet development space is gradually peaking, the Internet of Everything is coming. Under this change, can Hongmeng OS seize the opportunity to change the current operating system market pattern?
In ancient Chinese mythology, Hongmeng refers to the chaotic mass of energy that existed before heaven and earth began, and which is the foundation from which all things are derived. So Huawei named the operating system Hongmeng to symbolize the interconnectedness of all things, and the two have the same flavor.
A lot of people think that Hongmeng OS was developed in a hurry after the U.S. imposed sanctions on Huawei, but it was not. Hongmeng OS has a history of nearly 10 years. Since 2012, Huawei has been biding its time to establish the strategy of independent research and development of the operating system. It was not until 2019, when Huawei faced unprecedented threats and challenges, that Hongmeng OS was forced to be exposed in advance. At that time, Hongmeng OS was still in its infancy, and the technology was questioned by all sides.
In December 2020, Huawei released the Beta function for mobile developers, and the mystery of Hongmeng OS was truly unveiled, allowing everyone to realize that this is actually a distributed operating system that focuses on cell phone operation and connects to devices such as automobiles, smart speakers, wearables, and so on.
But since the release of Hongmeng OS, because the development interface is highly similar to Android, so it has been regarded as plagiarized by the outside world, and the voice of comparison is endless. In fact, Hongmeng is fundamentally different from systems like Android.
This is because the mainstream operating systems Windows, Android, or IOS at this stage are basically only able to correspond to a certain kind of hardware, and cannot use the same operating system on different devices. For example, Apple's iOS can only be used on cell phones, and tablet and laptop computers can be used on iPad OS and Mac OS, respectively, with the drawback that many of the apps on these end devices cannot be exchanged. The above problems can be easily solved by Hongmeng OS.
As a new generation of smart terminal operating system, Hongmeng can, on the one hand, adapt to a wide range of memory size terminals, such as Wi-Fi modules from KB level to GB level cell phones and computers; on the other hand, it is compatible with all Android apps and all web apps. It allows different smart devices to interconnect and collaborate using the same language, giving all kinds of smart devices the characteristics of the Internet of Everything.
Looking back at the development of the software industry, the operating system, as the infrastructure that connects hardware and software, has always been able to establish its own ecosystem and form a monopoly by virtue of its first-mover advantage. For example, in the PC era, Microsoft took 70% of the computer operating system market with Windows. In the mobile internet era, Google and Apple have dominated the market for cell phones and tablet terminals with Android and IOS, respectively, with their first mover and open source features.
Almost all of the domestic cell phone manufacturers are using Google's Android system, such as Xiaomi's MIUI, OPPO's ColorOS, including Huawei's EMUI, which is built on top of Android's UI, and to keep it up-to-date, it is necessary to obtain Google's authorization.
Therefore, although the launch of Hongmeng OS means that we are also starting to have our own domestic operating system, but it has also been said that the operating system market has a first-mover advantage. If you don't have this advantage, the investment in technology and R&D is just a key part of the process, and whether or not you can cultivate an ecosystem with scale is the core of success.
But this is not difficult for Huawei. At present, Huawei's approach is open source, by giving up property rights to everyone **** with the development, let it help build the ecosystem. And Hongmeng OS also has a certain first-mover advantage in the field of 5G IoT, which is very helpful for ecological expansion.
2020 Huawei conference Huawei has repeatedly emphasized to build the "1 + 8 + N" strategy. One of the "1" refers to the smartphone, which is the entire device interconnection network access point; "8" refers to the eight terminals, respectively, car, speaker, headset, watch / bracelet, tablet, large screen, PC and AR / VR; "N" is other Internet of Things (IOT) devices, including smart home and smart motion devices such as printers, headphones, projectors, sweepers, etc.
From the latest situation, Hongmeng OS in the smart home, in-vehicle systems in the two major areas of more building, the initial establishment of a more complete ecological blueprint.
Scene 1: smart home, creating a whole family of electrical connectivity
The final form of the smart home is to realize the intelligence of the whole house products, for the key scene of the Artificial Intelligence Internet of Things (AIoT). In the future, lighting, air conditioning, TV, curtains, doors and windows, background music, security, monitoring control, and programmable timing control will be fully intelligent and controllable.
In the home scenario, different devices have different application scenarios, business needs, and hardware and software configurations, and are very inconsistent in terms of real-time, power graphical interface, graphical capabilities, cloud connectivity, and other indicators, making it difficult for a single system to meet the requirements of all devices. However, through the distributed nature of Hongmeng OS, it is possible for a cell phone equipped with Hongmeng OS to connect with various smart homes and enhance the user experience.
Currently, the eco-partnership of home appliance companies such as Jiuyang, Midea, Fontainebleau, Boss Electric, Haier, Subaru, and Shuaikang all have products equipped with Hongmeng OS. e.g. Huawei's cell phone interacts with the Midea's oven, and the user can view the cloud recipes on their cell phone, and then click on the one-click cooking button after putting the ingredients into the oven to set the oven's baking time and temperature automatically. Huawei's cell phone is interconnected with Fontainebleau's range hoods, which can adjust the airflow and detect the degree of dirtiness of the oil net in real time.
Scenario 2: Intelligent Internet Connected Vehicles (IICV), the operating system for vehicle-machine integration
The vehicle operating system market mainly consists of four types of basic operating systems, customized operating systems, ROM-based operating systems, and cell phone mapping type systems. The basic operating system is the most difficult to develop, and the competition pattern is basically stable, with QNX, Linux, and Android as the main three.
The in-vehicle operating system is Huawei's current must contend. In 2020, Huawei launched the Hongmeng OS that can be carried in the car. it defines the 7 core capabilities of HMS-A, 12 car subsystems, and more than 500 HOS-C APIs, thus constructing a full-scene OS software platform for the car.
Compared with QXN and Linux, the advantages of HMS include high security due to distributed design, easy and efficient development, and rich ecosystem.
At Auto Shanghai 2021, a number of Huawei partner models such as BAIC Extreme Fox Alpha SHI and Celis Huawei Intelligent Choice SF5 were on display, equipped with the Hongmeng OS intelligent connected cockpit. Based on Hongmeng OS, there is a sharing and connection between these cars and other intelligent terminals, and with only one system to meet various hardware devices, you can connect people, cars, and homes, and realize the true meaning of car-machine interconnection.
The upgrade, Huawei Hongmeng car OS from the original Huawei HI depth partners BAIC Blue Valley, Changan Automobile, Guangzhou Automobile Group began to carry, and gradually expanded to more than 20 car companies, cooperation models more than 150. With the addition of more car companies, the future is expected to change the current car operating system competition pattern.
In addition, in terms of apps, there are already more than 120 well-known app makers such as Jingdong, Baidu, Youku, KDDI, Kingsoft Office, etc. that have started to innovate based on Honmeng OS, so that consumers can get a subversive smart life experience.
However, in the cell phone field, at present, in addition to Huawei will Hongmeng OS equipped with its own smartphone, and Meizu in May this year announced access to the Huawei Hongmeng system, to become the first Hongmeng system equipped with the domestic cell phone brands, the vast majority of other domestic cell phone manufacturers due to concerns about system stability and taking into account the formation of a long-term dependence on the application of Android ecosystem, and other factors, and the Hongmeng OS adaptation is not urgent. The first step is to make sure that you have the right tools for the right job.
Therefore, it is expected that Hongmeng OS will first make efforts in the two major areas of smart home and smart grid-connected cars.
1. Huawei's eco-applications: UFIDA, Kingsoft Office, Kingdee International, China Software International.
2. PKS ecological and Huawei's comprehensive integration and development: China Great Wall, China Software, Dongfangtong.
3. Domestic heterogeneous eco-car networking and cloud hardware and software vendors: China Techtronics, DaoTong Technology, SZXS, Dawning, Wave Information, ZF Information, Desai Xiwei.
(Source: Analyzing Investment)