Text丨One Observation Su Yi.
Hongmeng has thousands of sails, and many friends gather.
On December 7, Alipay and Huawei announced a cooperation to launch Alipay's HarmonyOS Native App Development based on HarmonyOS Next, becoming another leading platform partner to launch HarmonyOS native app development.
Yu Chengdong called itHarmonyOS's "important milestone".
In September this year, Huawei announced that the developer preview of HarmonyOS Next will be available to developers in the first quarter of 2024The HarmonyOS system will no longer be compatible with Android next year。With the high-profile announcement of major TOP application development companies to join the HarmonyOS native ecosystem, it not only lays a solid ecological foundation and user moat for HarmonyOS Next, but also makes "".The HarmonyOS ecosystem has one of three parts in the worldThe ideal accelerates into reality.
After four years of development, Hongmeng has at least experienced itThree "acceleration cycles".
In 2019, HarmonyOS was launched with a posture that "exceeded industry expectations", igniting the "spark" of developers' participation in the HarmonyOS ecosystem, and HarmonyOS formed an initial acceleration. HarmonyOS 3 20220 release, the outstanding advantages and high maturity of new capabilities, new experiences, and new ecosystems have allowed HarmonyOS to enter a cycle of high growth acceleration. Public data shows thatAs of August 2023, the number of HarmonyOS ecosystem devices has exceeded 700 million, and there are 2.2 million HarmonyOS developersand recentlyThe number of new registrations of HarmonyOS developers per day exceeds 10,000.
Now, entering the HarmonyOS Next HarmonyOS ecosystem means that HarmonyOS is stepping into the real "HarmonyOS ecosystem".Native acceleration
At this stage, we need the full support of leading developers to create something that can influence the entire industry."Benchmark case"It's crucial. This is also Yu Chengdong's view of Alipay's launch of HarmonyOS native application development as ".Milestones".
First of all, the premise of Hongmeng's ecosystem moving towards the mass market is to solve the ecological integration of "universal payment tools".
It must have the widest range of user payment Xi, payment channels for rich application scenarios, and applications that can support developers to quickly monetize. Possess 8With 700 million monthly active users, a daily transaction volume of more than 20 billion yuan, a daily transaction peak of more than 100 million, and more than 460,000 partners, Alipay is undoubtedly the most important payment partner of the HarmonyOS ecosystem. Jing Xiandong, Chairman and CEO of Ant Group, also said: "The two sides will expand cooperation in areas such as digital services with a more open mind, jointly build a new ecosystem, and serve domestic users and markets well." ”
Second, Alipay is the fourth head application of the Alibaba system to join the HarmonyOS ecosystem, which means that the top applications of the Alibaba system are accelerating their integration into the original ecology of HarmonyOS.
Alipay, as Alibaba's "mobile payment base", represents the firm attitude of Alibaba's top applications to accelerate the embrace of HarmonyOS's native application ecosystem.
Prior to this, DingTalk, which has more than 600 million users and 23 million enterprise organizations, covering all primary industries such as the Internet, medical care, education, and manufacturing, and all 96 secondary industries, has launched the development of HarmonyOS native applications in November. Zhu Yonggang, President of Huawei Device Cloud Service, pointed out that DingTalk aggregates tens of millions of ecosystems and applications, which will help complement HarmonyOS's territory in office scenarios.
Also in November, Ant Group's MPaaS platform also announced the launch of HarmonyOS native application development. As one of the most extensive third-party frameworks in the field of mobile technology, it is widely used in finance, government affairs, transportation and Internet industries, and ranks first in the industry in terms of market share in the financial market segment. With the completion of MPaaS adaptation to the HarmonyOS system, it will greatly improve the speed of the development of government and people's livelihood applications for HarmonyOS native applications.
AutoNavi's actions have also attracted widespread attention in the industry. As the most important map, navigation and location service solution provider in China, its monthly active users exceed 8100 million (QuestMobile data), which launched the development of HarmonyOS native applications, is not only a major breakthrough in the navigation sector of the HarmonyOS ecological map, but also will significantly drive the entire related industry to accelerate the process of embracing HarmonyOS.
Alibaba is one of the largest Internet companies in China with the largest application system. According to the latest report from QuestMobile, as of September 2023, there are more than 161 Alibaba applications, with enterprise traffic reaching 1 billion, covering the vast majority of mobile Internet users. The firm attitude of Alibaba's applications will not only form a strong benchmark case and industry demonstration effect, but also significantly enhance the confidence of a large number of Internet companies and developers to embrace the original ecology of HarmonyOS, which can be described as having a far-reaching impact.
The "important milestone" mentioned by Yu Chengdong should actually have another meaning:
With the rapid layout of the HarmonyOS ecosystem,Almost every field has top-level applications that support HarmonyOS native, and at present, half of the top 20 monthly active applications in China have joined the HarmonyOS ecosystem.
For example:Life service field。Meituan announced the launch of HarmonyOS native application development in November, as the top 1 local life service application in China, Meituan is also the first batch of top-level Internet companies to announce to join the HarmonyOS ecosystem, and has successfully reaped the "HarmonyOS dividend". Li Shubin, Senior Vice President of Meituan, said that he hopes that Meituan and Huawei will work together to provide users with better services and experiences in the HarmonyOS ecosystem.
Mobility. Qunar has joined the HarmonyOS ecosystem as early as 2021, and this time the HarmonyOS native application development has been launched, which can not only access Huawei Smart Search for the global 2800 million users can enjoy a rich travel experience, and can also be connected to Huawei's intent framework to more intelligently sense and understand user intentions, bringing a more convenient and imperceptible smart experience.
Food and Beverage。McDonald's China uses the distributed technology of HarmonyOS NEXT, so that users can enjoy a more convenient and innovative experience such as ordering and picking up food in multi-Harmony devices such as mobile phones, car machines, and tablets. Wang Yue, President of the Developer Service and Platform Dept of Huawei Device Cloud Service, said: "McDonald's China has launched the development of HarmonyOS native applicationsHarmonyOS is another important breakthrough in the field of catering
Social & Content。Including Sina, Xiaohongshu, Bilibili and other domestic top-level content applications, they have also launched the development of HarmonyOS native applications. Among them, Sina has always been a staunch supporter of innovation in the HarmonyOS ecosystem, and Weibo, Sina News, etc. have all announced access to HarmonyOS native application development. With more than 2Xiaohongshu, which has 600 million monthly active users, is the first app in China to complete the development of the original beta version of HarmonyOS among apps with more than 200 million MAU (monthly active users). By efficiently connecting content with user needs, Xiaohongshu can better obtain the accurate distribution of platform traffic, so as to achieve continuous and stable traffic growth. Li Junfeng, head of Bilibili's user growth department, said that HarmonyOS will make full use of its unique capabilities such as all-scenario distributed experience, native intelligence, pure security, and large-scale AI interaction to provide users with more innovative experiencesLet more young people have the opportunity to enter the "HarmonyOS world".
The key reason why the HarmonyOS ecosystem is supported by more than 2.2 million developers and top applications from various fields is that Huawei has an accurate insight into the ceilings faced by the mobile Internet industry and developers in terms of traffic acquisition, innovation efficiency, and business monetizationWe will continue to create "new value" for Internet partners and developers
This should also be shown at the Huawei Developer Conference in August this year, the HarmonyOS ecosystemNew traffic, new experiences and new business opportunities".
With the convergence of many innovative technologies such as HarmonyOS's in-depth underlying technology breakthroughs, meta-services, and AI, users can activate ubiquitous portals in all scenarios and across devices, bringing more opportunities to reach and connect services, that is, "experience is the entrance, the entrance is the user, and the user is the traffic".
The HarmonyOS ecosystem also provides developers and partners with a wealth of development tools, and has high-quality features such as low threshold, low cost, high efficiency, and full life cycle development services. HarmonyOS application adaptation costs are expected to save more than 30%;By improving the efficiency of cross-terminal development, the amount of feature development** can be reduced by 40%.
Huawei also announced the launch of the "Harmony Plan", which plans to invest 10 billion yuan in three years to comprehensively strengthen support for HarmonyOS ecosystem partners in terms of technology, ecological marketing, and business cooperation, and accelerate the process of innovation and commercialization.
The attractiveness of the HarmonyOS ecosystem is also reflected in talent training and practitioners.
According to data disclosed by Huawei at the end of September, more than 1.7 million people have participated in HarmonyOS Academy's courses, Xi and offline activities since the beginning of this year. Huawei has also cooperated with more than 300 colleges and universities across the country, with more than 140 industry-academia cooperation projects, more than 70,000 HarmonyOS Academy certificates and more than 3.5 million participants in various developer activities. Major top application companies are also recruiting Hongmeng development-related positions with high salaries.
If the developer is the "starry sky" of the HarmonyOS ecosystem, then the support from many TOP partners and industry-university-research institutions is the "high flame of everyone collecting firewood" of the HarmonyOS ecosystemThe general trend of "Hongmeng Thousand Sails" has begun to take shape
2024 is destined to be the most important in the field of mobile ecology".Milestone change nodes
If in the past decade, China's mobile Internet has been mainly built on the two ecological bases of iOS and Android, then from 2024, the HarmonyOS ecosystem will become".The strongest contender in the world
From Huawei's perspective, as of September 2023, the number of Huawei terminals in the Chinese market is still 228% ranked first (QuestMobile data), and the number of HarmonyOS ecological devices has exceeded 700 million. Guo Tianxiang, senior analyst at IDC China, said in an interview with **: In the first three quarters of China's smartphone market in 2023, Android's share will be 718%, iOS share 164%, and the share of HarmonyOS is 118%, which is less than 5 percentage points away from iOS.
After the release of HarmonyOS 4 in August this year, it exceeded 100 million in about three months, making it the fastest upgraded version of HarmonyOS in history, which is enough to confirm the high user recognition and high growth trend of HarmonyOS.
According to Huawei's plan,In the coming year, the HarmonyOS Next Developer Preview will reach more than 100 million users
Behind the above series of data, in fact, there is a trend: HarmonyOS is winning the recognition and love of more and more users, developers and partners, which is the strength, confidence and confidence of the HarmonyOS ecosystem to move towards a "three-point world".
From the autonomous operating system, to the new mobile ecosystem, to the full development of HarmonyOS next-based HarmonyOS native applications, this isOne of the most majestic "scientific and technological marches" of China's technology industry to date。More importantly, it not only consolidates China's basic software talent training system, but also for the first time after the PC Internet and mobile Internet era, China has a data base and complete ecological capabilities of "independent innovation", which is particularly important for the entire industry to move towards the era of Internet of Everything and digital intelligence.
As Yu Chengdong said, Huawei will continue to work with more and more partners to jointly develop a new HarmonyOS ecosystem for the Internet of Everything era through co-construction, co-creation, sharing, and win-win results.
"One Observation" believes that from the judgment of Hongmeng in 2019 and the initial opening of the ecology, to about four years now, Hongmeng has not only shown in technology, experience, mode, ecology, etc."Deterministic new valueAnd also verified that it is not a copy of the other two major system ecology, but has embarked on a new road of "daring to be the first, leading the industry, and constantly surpassing itself".
This also makes us full of expectations for the milestone change node of the original ecology of HarmonyOS in 2024.