Huawei Harmonyos 3 officially released the industry that it is expected to completely break the foreign ecological monopoly
Author:Securities daily Time:2022.07.28
On July 27, Hongmeng Harmonyos 3 (hereinafter referred to as "Hongmeng 3.0") arrived as scheduled.
On the same day, Yu Chengdong, the executive director and terminal BG CEO of Huawei, announced that the new generation system Harmonyos 3 was officially released. As of now, the number of Huawei equipment equipped with Harmonyos 2 has exceeded 300 million, and the shipments of Hongmeng Zhilian's products have exceeded 170 million. "Harmonyos is the fastest development and the most operating system in history."
Huawei also announced the terminal equipped with Hongmeng 3.0. Huawei Terminal BG COO He Gang said that the Harmonyos 3 Super Terminal will support 12 smart device combinations including printers, smart glasses, vehicles, etc.
Last summer, the launch of Harmonyos 2 attracted widespread attention in the industry, marking the official commercial use of the Hongmeng system. After a year, based on the increasingly prosperous ecology constructed by the Hongmeng system, the Hongmeng system has also continued to penetrate in the fields of automobiles and payment to complement the commercial closed loop. Now, does the development of Hongmeng system have reached expectations? Can the ecological business model be formed? What kind of new stage will Hongmeng 3.0 start?
Hongmeng 3.0 realizes six major upgrades
The Hongmeng system has attracted much attention since its launch. From 2.0 to 3.0, the initial results of the construction of Hongmeng Ecology. Following intelligent wearables and smart screens, car cockpits and Huawei wallets based on the Hongmeng system have also developed rapidly.
He Gang said that through engineers upgrade new technologies, smart cockpit, smart glasses, smart screens, PCs, etc. based on Harmonyos 3 can form a super terminal. Harmonyos 3 will continue to make five major scenarios such as smart travel and sports health.
It is reported that Huawei Hongmeng 3.0 brings six upgrade experiences, including super terminals, Hongmeng Zhilian, universal cards, smooth performance, privacy security, and information -free information.
In an interview with the reporter of the "Securities Daily", Yuan Bo, a researcher at the Communications Research Institute, said, "Since the launch of the Hongmeng system, it has become the fastest -growing mobile terminal operating system in the world. Interconnection and other cooperation with Huawei's 'parallel vision' technology have further solved the ecological problems of smart terminal application. And based on the ability of Hongmeng 3.0 to seamlessly circulate, the car system that focuses on support will also play a more intelligent interconnection role. "
It is understood that in technology, Hongmeng 3.0's innovative new heterogeneous network technology can achieve the true interconnection of all things in the true sense, and completely open up the terminal, platforms, and vehicles.
In terms of function, Hongmeng 3.0 has a huge breakthrough in logical interaction, image optimization, and power control in the bottom of the system. Huaxi Securities said that compared with 2.0, Hongmeng 3.0 system is streamlined, smaller, and stronger.
The biggest breakthrough of Hongmeng 3.0 is to achieve autonomy and controlling in the true sense. Huawei insiders revealed to reporters that Hongmeng 3.0 reduced the use of non -independent open source software in the underlying construction, which means that Hongmeng is expected to completely break the monopoly of foreign ecology. "The Hongmeng system is gradually moving towards the world, and is strengthening the establishment of the capital with Android and iOS. The advent of Hongmeng 3.0 means that the solution of the" Shaoshun "problem is further." Yuan Bo believes.
At the same time, the open source Hongmeng ecology has continued to expand. At present, Midea Group, Runhe Software, Jiulian Technology and other listed companies have joined one after another. With the arrival of Hongmeng 3.0, related concept stocks are also active. According to Eastern Fortune Choice data, in the past three months, the Hongmeng concept sector has risen by 21%as a whole.
Industry analysts believe that mobile Duanxinchuang is the most flexible industrial direction in the first stage of Hongmeng's promotion. Domestic chips and Hongmeng application companies will also have huge space after rising penetration and downstream adaptation needs. Xia Qingying, an analyst of Wanlian Securities, said that with Hongmeng 3.0 pushed to more terminals, Hongmeng is expected to cross 16%of the "life and death line" of 16%of the world's active equipment.
"As a new mobile phone operating system, Hongmeng System basically completes the first stage task, but there is still a gap between the global top operating system. Whether the Hongmeng system can form a strategic advantage depends on the actual situation of Hongmeng 3.0." Researcher Chen Jia told the Securities Daily reporter.
According to Zhang Xiaorong, an expert in the Chinese Artificial Intelligence Society, at present, the Hongmeng system has made progress in many aspects such as end users and ecological interconnection. Essence
The business model is becoming clearer
As one of the infrastructure of Hongmeng Ecology, Huawei's construction in the fields of payment and other fields has also attracted much attention. This time Huawei announced that based on Harmonyos 3, Huawei wallets also ushered in updates, which will become more convenient. The application can be switched to a service card on the desktop.
Huawei pays "admission" later. After getting a payment license in 2021, Huawei has been promoting low -key. The latest data shows that Huawei Wallet Monthly has a monthly active households have reached 100 million (households). With the multi -end collaboration of the Hongmeng system, Huawei Payment can achieve convenient operations between cross -end and multi -screen.
"Harmonyos is a smart terminal operating system for the era of all things, and Huawei Pay is the underlying infrastructure of Hongmeng Ecology. Just a Huawei account can enjoy the convenient payment experience of the entire scene and the cross -end." Huawei terminal cloud service payment payment BU President Ma Chuanyong said in an interview with reporters. It is not difficult to see that with the continuous growth and growth of the Hongmeng ecology, more new payment scenarios will be generated on more end -side equipment. Huawei payment is more like a "connector". Deeper fusion.
Su Xiaorui, a senior analyst of the financial industry, told the reporter of the Securities Daily that Huawei Pay will use Hongmeng 3.0 to achieve scale expansion to consolidate the application of the payment business in the Huawei ecosystem, so that Huawei ’s cooperation between various businesses between various businesses between various businesses Increased sex.
Payment is only a part of Huawei Hongmeng's ecological layout, and the business logic behind it has gradually emerged. Wang Pengbo, a senior analyst at the financial industry, said, "At present, Huawei Payment in the Hongmeng 3.0 system will be a new payment thinking and new structure. Huawei is aimed at the full scene platform behind, forming business and users. The entrance provides more value -added services, so as to seek market scale and more profit margins. "
Reporter Jia Li Li Bing
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