Surpassing Apple IOS for the first time, pure-blooded Hongmeng has opened a new era of domestic operating systems!

Livestock Corps 2024

2024-06-24 16:20Published in Guangdong financial field creators

For the first time, Huawei's HarmonyOS system has become the second largest operating system in China, second only to Android. This is a major turning point, and it can be said that Hongmeng has opened a new era of domestic substitution. A large number of Chinese Internet companies such as 360, JD.com, Taobao, and WPS have joined the HarmonyOS ecosystem. Tencent's WeChat, QQ and other software have also begun to develop the Hongmeng version, which will be launched soon.

This is a new Internet ecology, an Internet ecology that is completely uncontrolled by the United States, and it also makes China the only country in the world that has gotten rid of the American operating system. In the past, many media outlets had a concern: "What will we do if the United States cuts off the supply of operating systems?" What about China's internet companies? "Our WeChat, Alipay, Baidu, JD.com and other apps all operate on operating systems in the United States. The United States provided the lowest level of technical support, and it was only then that China's Internet flourished.

However, Huawei was unlucky, becoming the first Chinese company to be cut off from Google services by the United States. This kind of bad luck is also because Huawei is too good, the first to top the global communication market, and also surpassed Apple in the field of mobile phones. At that time, Huawei was only one step away from surpassing Samsung and becoming the world's largest mobile phone manufacturer.

But at this critical moment, the United States came with the big stick of sanctions. It can be said that Huawei is one of the most ruthless technology companies sanctioned by the United States. was driven out of the U.S. market, and Huawei's 5G was also squeezed out by the Five Eyes Alliance, India, etc., but Huawei did not die. Immediately afterwards, the big stick of chip supply cut in the United States came.

This is not only a requirement for Qualcomm not to sell 5G chips to Huawei, but also to require TSMC not to OEM for Huawei, prohibit Huawei from using chip design software in the United States, and prohibit Dutch ASML from exporting lithography machines to China. The operating system is gone, the 5G chip is gone, the market in the United Kingdom, the United States, Australia, Canada and New Zealand is gone, and the EDA design tool is gone, Huawei has lost almost the entire overseas market, and can only barely survive on the domestic market.

But the big stick of the United States also made Huawei the first to jump out of the pit. If you can't import 5G chips, then find a domestic chip factory to OEM, and if you don't have an extreme ultraviolet lithography machine, you can improve the process and solve the yield problem of 7nm 5G chips through process progress. There is no operating system, so you can only do it yourself, first transition from Android, and then replace it comprehensively.

During the three-year transition period, "Hongmeng" was criticized because it used a large number of Android source code, and was also jokingly called "Coaxing" by some people. can freeze three feet, not a day's cold, if you want to completely replace Android, it is not a day's work. Huawei's early version of HarmonyOS was basically modified from Android, mainly to modify its kernel and gradually get rid of its dependence on Google's technology path. After 3 years, when the pure-blooded version of Hongmeng came out, Hongmeng finally declared itself self-contained.

In Yu Chengdong's words, delete all Android source code. This may be a bit exaggerated, but in the captain's opinion, the huge change brought by the pure-blooded version of Hongmeng is that it is no longer compatible with Android, but the mainstream APP on the market, which must be specially developed for the Hongmeng version, and is no longer limited to the Android version and IOS version. The birth of the pure-blooded version of Hongmeng, in the captain's view, has two major leapfrog significance:

One is that it has a commission of only 20% for in-app payments. Apple's commission is 30%, Android is the most ruthless, and the game revenue is 50%. Tencent has always been not very satisfied with this percentage of commissions, and has negotiated with Apple many times, but all of them have failed. The only time that succeeded was that Apple gave up the commission of the reward income of the author of the official account, and all of it went to the author. This is also a major right and interest that Tencent has fought for the authors of the official account.

In order to pull WeChat into the market, Hongmeng also gave Tencent an additional privilege, and there was zero commission for payment in WeChat. This zero commission is not mainly to draw Tencent's money, but that you buy virtual services on the WeChat platform, and you don't need to be extra taken by Huawei. A specific case is that you are doing a live broadcast on WeChat Channels, and the eldest brother will give you a reward of 1,000 yuan. If it is paid through the IOS channel, Apple will take 300 yuan, and you will only get 700 yuan. For this 700 yuan, the guild will take 350 yuan, and then deduct taxes, and the anchor may not get 300 yuan in actual hands.

Without this commission, many companies can make more money in the WeChat system.

In addition, the entire commission ratio has decreased, compared with Android and IOS, Hongmeng has the lowest commission. All game companies and Internet service companies in China only need to be paid 20% of the revenue on the HarmonyOS channel, instead of 30%, or even 50%.

The "Android tax" and "Apple tax" to be paid by China's Internet industry will drop sharply, which is conducive to entrepreneurial small and medium-sized companies to obtain more income.

The second is to solve the problem that the operating system is stuck. Because of its late start, Hongmeng has a certain late-mover advantage. Like Windows, it mainly focuses on computer desktop operating systems, and Android and IOS mainly focus on mobile phone operating systems. Among them, Android has also been extended to the car operating system. With the advantage of being a latecomer, Hongmeng has fully covered these application scenarios.

In other words, even if the United States cuts off the three major operating systems of windows, IOS, and Android to China one day, Hongmeng can also play the role of a spare tire. With the existence of this spare tire, the United States will not dare to arbitrarily cut off the supply of Microsoft services and Google services. Once the supply is cut off, it will be tantamount to giving the market to Huawei Hongmeng, which is an outcome that the United States absolutely does not want to see.

Compared to the United States, HarmonyOS provides an alternative for global developers. The global mobile phone and car operating system have also entered a new era of three-legged support from IOS and Android.

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