Institutions predict that Huawei will launch the HarmonyOS NEXT Beta version system during HDC 2024 (June 21-23). The official version will be launched together with the Mate 70 series in 2024Q4, and will no longer be compatible with Android.

According to financial media, Hongmeng's native ecology is positioned as Huawei's "No.1 Project" in 2024. Considering the adaptation rhythm and strong demand, it is expected to achieve more than 5,000 and ultimately more than 500,000 Hongmeng native applications by the end of the year.

In 2024Q1, Hongmeng system's domestic market share was 17% (up 9% year-on-year, up 1% quarter-on-quarter), surpassing iOS and becoming China's second largest operating system.

The Xiaoyi intelligent voice assistant of HarmonyOS 4.0 is connected to the Pangolin 3.0 large model, which improves smart interaction and production efficiency.

One of the features of HarmonyOS NEXT is "native intelligence." Huawei combines the Hongmeng operating system at the operating system layer with the Pangolin model at the model layer to jointly build AIOS.

In terms of Hongmeng OS: expected to drive Hongmeng APP development, atomic services and application migration needs.

Open source Hongmeng OS: Under the background of policy and big security, industry release versions are realized through license authorization, software and hardware integrated products, etc.

According to China Securities Co., Ltd.'s research report, the Huawei HDC conference is about to be held, and Pangolin 5.0 and HarmonyOS NEXT Hongmeng Milky Way Edition will debut on the same stage for the first time, which may accelerate the construction of a pure Hongmeng ecology and product landing.

Hongmeng industry chain + companies related to Huawei:

Zhongruan International (00354): A HarmonyOS meta-service partner with complete north-south capabilities, deeply participated in the promotion and empowerment of the Hongmeng ecology, and drove performance growth by taking advantage of the Hongmeng trend. The company, in conjunction with Beijing Institute of Technology and Shenzhen Kaihong Digital Industry Development Co., Ltd., has opened an open-source Hongmeng talent class at North Information Technology Innovation College. The open-source Hongmeng talent class is the first self-developed operating system major program opened by a 985 college in China, aiming to promote the prosperity of the open-source Hongmeng ecology, rely on the construction of characteristic demonstration professional classes of school-enterprise cooperation, cultivate a new generation of leading talents in open-source Hongmeng technology, and accelerate the innovation and development of the national software industry.

Yidu Tech (02158): Yidu Tech's large model is built on Huawei's Ascend AI computing power. Currently, Yidu Tech's large model has performed better than GPT3.5 in multiple medical scenario evaluations, including differential diagnosis, basic medicine, general medicine, clinical internal medicine, clinical surgery, and medical qualification examinations. At present, Yidu Tech's large model has been cooperatively implemented in many top 20 national hospitals. According to the fourth batch of in-depth synthesis service algorithm recording information released by the National Internet Information Office, Yidu Tech's large model has successfully passed the algorithm recording, which marks its technical strength and algorithm security and compliance have received national-level authoritative recognition.