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recently, the three-day 9th huawei connect 2024 was held in shanghai. the focus of this conference includes the construction of the hongmeng ecosystem and native development. at the previous 2024 china international fair for trade in services forum, chen xinxin, general manager of huawei hongmeng industry solutions, revealed that harmonyos next will be officially released at the end of september this year. this marks a key step for huawei in building an autonomous, controllable, secure and intelligent operating system ecosystem.

data shows that huawei's hongmeng harmony0s's market share in china increased from 8% in the first quarter of 2023 to 17% in the first quarter of 2024, while ios's share fell from 20% to 16%. this is the first time that huawei's harmony0s has surpassed apple's ios in the chinese market, becoming the second largest operating system in china. with the release of the official version of harmonyos next, huawei's harmony0s's market share is expected to further increase.

huawei's ecosystem is on the rise

the upcoming harmonyos next is hailed as the pioneer of the "domestic operating software revolution". in this version of the system, huawei adopts all-in-one research and development, completely cutting off from android. this "pure-blooded" system heralds huawei's declaration of independence in the field of operating systems, and marks the arrival of a powerful new competitor in the field of mobile operating systems, breaking the long-standing situation dominated by the two major systems.

it is reported that huawei has set a grand goal to make hongmeng the world's third largest mobile operating system and listed it as one of the company's core strategies in 2024. in the coming year, huawei plans to migrate 5,000 mobile applications that are used more than 99% of the time in the chinese market to the native operating environment of hongmeng, so as to achieve a perfect integration of the operating system and the application ecosystem.

since its debut in 2019, hongmeng os has gone through four major iterations, and the number of global device installations has exceeded 900 million. the size of the developer community has also grown, reaching 2.54 million, and the number of monthly calls to application services has reached an astonishing 82.7 billion times. these data fully demonstrate the strong potential and vitality of the hongmeng ecosystem.

with the official launch of harmonyos next, the market believes that huawei will bring users a safer and smarter new experience. this is not only a technological upgrade, but also a reshaping of the ecosystem. it is expected to promote the rapid development of related hardware, software, services and other industries, forming a trillion-level market scale, and bringing unprecedented growth opportunities to the entire industry.

2024 is a key year for native harmonyos. more and more partners and developers are actively embracing the harmonyos ecosystem, forming a prosperous scene of "harmonyos sailing up". so far, the top 5,000 applications have joined the harmonyos ecosystem, of which more than 1,500 have been launched. the ultimate goal is to achieve at least 500,000 app adaptation, and the overall performance of harmonyos next will be improved by 30%.

according to incomplete statistics, as of the end of 2023, the members of the openharmony project group include class a donors such as huawei, runhe software, jd.com, chinasoft international, kaihong zhigu, jiulian kaihong, etc., class b donors such as newland, softcom, archermind technology, and ubox, and class c donors such as midea and ronglian technology.

on the news front, on september 9, runhe software (300339.sz) stated on the interactive platform that in the field of harmonyos native applications, as a harmonyos development service provider, the company has created a one-stop solution for the development of harmonyos native applications, including three modules: talent empowerment, consulting enablement, and development and delivery. it can specifically solve the pain points currently faced by various application companies in the development of harmonyos native applications, such as the lack of talent, insufficient awareness, and difficulty in rapid implementation.

on september 4, neusoft (301236.sz) stated on an interactive platform that the company and its subsidiary honghu wanlian recently launched swanlinkos 5 (tianhong operating system), and jointly with neusoft computing (tongfang computer) launched a new generation of smart products such as the open source hongmeng ai pc and smart interactive tablet equipped with swanlinkos 5.

on july 12, chengmai technology (300598.sz) stated on an interactive platform that the company's "hongzos operating system industry distribution project based on open source hongmeng" is currently under normal construction and progress, and has achieved certain revenue, which currently accounts for a relatively small proportion of the company's overall revenue.

industry chain stocks may benefit

industry insiders said that with the vigorous development of the hongmeng ecosystem, if huawei's industrial chain companies want to take the lead in occupying an advantageous position in the competition, they need to deepen their cooperation with huawei or control more links in the value chain through horizontal and vertical layouts.

according to the information, runhe software's cooperation with huawei began in 2010, with a history of more than 10 years. in 2011, it received investment from huawei, with a shareholding ratio of 4.95%. runhe software is an initial member unit and class a donor of the openharmony project group. the company has contributed more than 520,000 lines of code to the openharmony main warehouse, obtained 33 openharmony compatibility certificates, and won titles such as "openharmony outstanding contribution unit in 2023". at the same time, runhe software is deeply involved in huawei's ecological cooperation and construction. in march 2024, runhe software's wholly-owned subsidiary runkaihong officially received huawei's "harmonyos development service provider" award and officially became a harmonyos next partner; in july, runkaihong received capital increase from shenzhen hubble investment, with a shareholding ratio of approximately 5%, marking a closer cooperation between the company and huawei.

runharmony software is an ecological partner of china's leading chip design companies and a member of the international star alliance. the company has taken the lead in completing the adaptation of three major mainstream architecture chips including arm, loongarch, and risc-v. as of june 30, 2024, the company has completed the adaptation of 23 chips in total and continues to build the openharmony software and hardware integrated general technology and service platform.

in terms of application implementation, runhe software currently ranks first in the community in terms of the number of openharmony software distributions. the company's hihopeos operating system is the first software distribution to pass the openharmony compatibility certification. as of june 30, 2024, 11 industry-oriented openharmony-based software distribution operating systems hihopeos have been launched and put into commercial use, covering finance, electricity, smart cities, medical care and other fields. at the same time, the company has reached a strategic cooperation with ant financial to release mpaas mobile application development products based on hongmeng, focusing on promoting application development projects based on multi-terminal adaptation of hongmeng in industries such as finance, government affairs, and automobiles.

in addition, as an ecological partner of hisilicon, runhe software has developed a series of self-developed "star flash + openharmony" products in the field of star flash. under the general trend of localization, openharmony provides a digital foundation for the internet of things, while star flash redefines short-range wireless connections.

it is worth noting that in addition to the obvious results of its layout in open source hongmeng, runhe software has also achieved outstanding results in the fields of openeuler and ai. at the huawei all connect 2024 grandly held in shanghai last week, runhe software won the "best ascend native development partner award" for its outstanding contributions in ascend native development and artificial intelligence. at the same time, runhe software's euler business innovative achievements in the field of ai were demonstrated. as a project co-builder of openeuler's first artificial intelligence rag large model solution product, it was invited to participate in the joint release ceremony to jointly build an ai ecological technology base based on openeuler technology.

through the layout and in-depth development in the openharmony, openeuler and ai business fields, in the first half of 2024, runhe software's innovative business achieved revenue of 338 million yuan, a year-on-year increase of 95.84%, accounting for 21.38% of total revenue, becoming a new breakthrough point in performance.

returning to huawei's industrial chain ecology, the market believes that after the official release of harmonyos next, it is expected to further increase huawei's hongmeng harmony0s market share. in fact, in the first half of this year, huawei's profitability has rebounded significantly, with sales revenue of 417.5 billion yuan, a year-on-year increase of 34.3%.

looking ahead, the official launch of huawei's "pure-blooded" hongmeng harmonyos next will undoubtedly further accelerate the maturity and expansion of the hongmeng ecosystem. the prosperity of the hongmeng ecosystem will also bring strong business opportunities and growth momentum to huawei and its ecological partners such as runhe software, chinasoft international, and jiulian technology.