Huawei Hongmeng system installed more than 300 million listed companies involved in the operating system industry chain

Author:Securities daily Time:2022.09.23

After a year of commercial exploration of our reporter Jia Li, the development path and goal of Harmonyos, Hongmeng's operating system, gradually became clear. At the theme of the Ministry of Industry and Information Technology's a few days ago, at the "Vigorous Development of a New Generation Information Technology Industry" meeting, Wang Jianwei, deputy director of the Information Technology Development Department of the Ministry of Industry and Information Technology, said that in recent years, the Ministry of Industry and Information Technology has strongly supported the development of the operating system, accelerating the promotion and promotion of mobile operating system applications and promotion and promotion of mobile operating systems Ecological construction. Among them, Euler's operating system terminal deployment volume exceeded 1.7 million units, and the volume of Hongmeng operating systems had more than 300 million units. The Hongmeng system was officially released 3 years ago. In June 2021, Hongmeng operating system Harmonyos 2 launched, began to promote the terminal equipment to start the road of commercialized exploration. Four months later, Huawei announced that it was equipped with Hongmeng equipment over 150 million units. Now that it has exceeded 300 million units, that is, it has doubled in only one year. Driven by the Hongmeng and Euler systems, the development pattern of hundreds of domestic operating systems has formed, and domestic listed companies have also accelerated the improvement of the industrial chain. Can the incremental increase of 930 million units be realized as scheduled? "For the Hongmeng system, the sign of maturity is the number of installed capacity and the number of developers. At present, the number of Hongmeng ecological developers exceeds 5.1 million. To a certain extent, the Hongmeng ecology has begun to take advantage of the scale and has crossed Huawei '' ' Life and Death Line '. Hongmeng system has become the third largest operating system in the world, breaking the market monopoly pattern of Apple iOS system and Google Android system, and forming a three -legged trend with the two. " In an interview with the Securities Daily reporter. However, the "300 million" is obviously a certain distance from the target set by Huawei. According to the Financial Association, Huawei officially stated that the target of Hongmeng OS installed in 2023 was 1.23 billion units. According to calculations, if Huawei successfully completes the installation target, it will achieve an increase of 23.6 times in 3 years. In addition, from the perspective of the two major operating systems, Apple CEO Cook stated last year that in recent years, the number of Apple iOS system users has an average of 1.65 billion years. Industry data shows that the number of Android systems has also exceeded 3 billion units. Compared with the Apple iOS system and Android system, the Hongmeng system to form a complete confession trend is still a way to go. Xiang Ligang believes, "At present, the amount of installation of the Hongmeng system has exceeded 300 million units, and the commercialization speed is faster, but it will reach 1.23 billion units next year. Obviously, it is still a big challenge for Huawei. The quantitative goal must be completed at least 900 million units in the rest of the year. It is far from the end of the terminal such as Huawei mobile phones to increase the loading capacity. Not only is the Hongmeng system, but Huawei's other basic engineering Euler system has also made new progress. Judging from this data, at present, Euler system terminal deployment has exceeded 1.7 million units. Huawei predicts that the installation volume will reach 2 million units in 2022. Ma Chao, a researcher at the Beijing Frontier Financial Supervision Science and Technology Research Institute, said: "The Euler System launched the long -term version of the full scene in April this year, marking that its application scope was focused on the cloud server and expanded to the embedded field. Re -coexist. Although Euler is biased towards the cloud and Hongmeng is biased, the two are backup and coordinated development, but with the increase in the installation volume of the Euler system, the competitive ecology of the two will gradually take shape. The comfort zone, invested in a broader competition field, accelerate the ecological construction of the multi -operating system. "A number of listed companies accelerate the layout operating system industry driven by Hongmeng and Euler, and the domestic operating system industry chain has also ushered in a new round There is still a huge space for development and investment opportunities. According to industry data, it is expected that by 2025, China ’s Linux operating system shipments will exceed 20 %, and the overall share of the Chinese market will exceed 10 %. Many listed companies are also accelerating the layout of the operating system industry. Chinese software has entered the "open unicorn" ecosystem; the high -end computer products of China Science and Technology Shuguang can fully adapt to basic software such as domestic operating systems; Ziguang establishes vertical integration capabilities such as core chips to system machines; The company has formed its own "Industrial Internet+Chemical Work Safety Information Platform" solution. However, the success of the operating system, and the ecosystem industry believes that the key is to solve the problem of the "young soul" and require the industry to build a complete software developer, chip enterprise, terminal enterprise, operator and other industrial chains. Among them, listed companies are listed companies. The power cannot be ignored. In addition to the self -built industrial chain, enterprises must also cooperate and cooperate to strengthen the ecosystem. Guo Hai, deputy director of the China Investment Association Advisory Commission's Consultation Commission, told the reporter of the Securities Daily, "Although the independent research and development operating system requires a long investment and expansion of the market, from the perspective of the actions of various listed companies, domestic operating system companies are currently being in the actions of various listed companies. Gradually improve the industrial chain, and establish a multi -dimensional and multi -competition and development pattern. "

Picture | Site Cool Hero Bao Map.com | Zhang Xin Trial Nucle

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