This year could be a pivotal year for Huawei's HarmonyOS operating system. According to the TechInsights report, HarmonyOS will surpass iOS in China this year to become the second largest mobile operating system.
Although HarmonyOS is still very weak in the global market, the Chinese market will become a breakthrough. For the entire Huawei company, 2024 will be the year of the best.
In May 2019, the United States added Huawei to the entity list and strengthened sanctions, and three months later, Huawei officially launched HarmonyOS OS. According to the Entity List, Huawei cannot purchase U.S. software, chips, or other U.S.-original technology without Washington's permission.
The Mate 60 is back, leading the HarmonyOS craze
After a period of darkness, Huawei returned with the Mate 60 Pro, and last month Huawei launched a mid-range Nova phone that continues to attack the US ban. This year, HarmonyOS will launch "HarmonyOS Next", which will completely get rid of Android apps, which is a key step, and if successful, the future is infinitely bright. The Mate 60 Pro is a very popular seller, and Huawei's mobile phone sales increased by 90% year-on-year in October, a success that gives Huawei confidence.
Ant Group has promised to develop a Harmony version of the Alipay app, Alibaba Group is developing a Harmony version of DingTalk, and JD.com, NetEase, and Meituan are recruiting developers to customize the Harmony version of the app. TechInsights believes that although there are many large companies that support HarmonyOS and HarmonyOS not only covers mobile phones, but also notebooks and cars, we don't know if it will affect other mobile phone manufacturers.
Yu Chengdong revealed in August that more than 700 million devices have been equipped with HarmonyOS and the number of third-party developers owned by the platform has exceeded 2.2 million.
Analysts at Counterpoint Research pointed out that Huawei's share of the Chinese smartphone market in 2022 was about 76%, with a significant increase to 13% in 2023. According to estimates, Huawei's revenue in 2023 will be about $100 billion, compared to $89.6 billion in 2021.
Huawei said that after years of hard work, Huawei has weathered the storm. Despite its stable performance, its revenue is still far from the $136.7 billion in 2020, and Huawei has not yet returned to its peak.
Only by making HarmonyOS successful can Huawei return to the top. In China's mobile phone market, HarmonyOS currently has a share of only 10%, ranking thirdAndroid came in first place with 76% and Apple iOS came in second with 17%.
It's not hard to get super iOS, but it's not easy to catch up with Android
Under the comprehensive payment, it should not be difficult for HarmonyOS to surpass Apple iOS, but it will not be easy for it to beat Android in the Chinese market, and it should be noted that there are other Android mobile phone manufacturers in China. At present, mobile phone manufacturers are developing their own operating systems, and if they abandon Android, it is entirely possible for HarmonyOS to become the champion in China.
The question is: can the Chinese market accommodate so many autonomous operating systems?For consumers, mobile phone manufacturers such as Xiaomi, vivo, and Honor had better embrace HarmonyOS but they may be reluctant to be subservient.
In the global market, HarmonyOS is more distant from Android and iOS, with Android occupying 705% share, Apple iOS has a 29% share. There are 3.3 billion devices with Android OS and 19 Apple iOS600 million units, Huawei only has 700 million units. According to the plan, the development of HarmonyOS will be divided into two steps, the first step is to become the dominant operating system in China, and the second step is to go international and gradually expand to the open sea.
At present, the Harmony OS app store has not enough programs, Google Play has more than 3 million programs, Apple Store has more than 2 million, and Huawei's goal is to make the top 100 apps embrace Harmony OS by 2025 and expand to the top 500 apps by 2027.
Although the United States is now blocking Huawei, if it sees the rapid development of HarmonyOS and may relax restrictions, will the enthusiasm of developers who originally supported HarmonyOS fade?This is worth considering. In the long run, under the banner of "independence", domestic Hongmeng and chips must get rid of the influence of the United States, this is a definite line, and there is no possibility of wavering, so many people are optimistic about Hongmeng. (Knife).