Hongmeng, Huawei’s plan B

There are five days before the U.S. ban takes effect on September 15. At this juncture, on September 10, Huawei announced the goal of Hongmeng System 2.0 and the construction of “software and hardware dual wheel drive full scene intelligent ecology”. < p > < p > in the face of US sanctions against Hisilicon, it is reported that Huawei has made a “worst-case” plan, abandoned its “fantasy” and continued to increase research and development and promotion in other fields in accordance with the established rhythm. And this “plan B” Hongmeng operating system is the focus. < / P > < p > after all, “less soul without core”, “core” is chip, and “soul” is operating system. The top priority of the US’s ban on Huawei is to ban chips and operating systems. < p > < p > however, the particularity of the operating system makes Hongmeng’s progress extremely cautious and has not yet appeared in Huawei mobile phones. Now, in the face of the world’s largest mobile phone ecological Android system, how will Huawei play this card? < / P > < p > “after the U.S. sanctions last year, Huawei has stepped up efforts to develop application ecology.” Yu Chengdong, CEO of Huawei’s consumer business, said at the developer conference. Huawei Hongmeng 2.0 is the world’s first full scene distributed operating system based on microkernel, Yu said. Huawei’s goal is to build a software and hardware two wheel drive full scene intelligent ecology. < / P > < p > according to the introduction, Hongmeng system decouples the hardware capability from the terminal through the most critical distributed architecture, and can connect different terminals, so as to achieve a seamless experience across the whole scene and across devices. < p > < p > in terms of equipment, Yu Chengdong said that Huawei’s mobile phones and wearable devices are No.1 in the market, and other wearable devices have also achieved substantial growth. In addition to Huawei’s own equipment, Huawei’s intelligent hardware ecosystem has more than 800 partners and more than 3000 products. < p > < p > on top of these devices, Huawei has established two major interconnection platforms: the smart home platform “hilink”, which has installed 400 million apps; and Huawei’s Internet of vehicles platform, “hicar”, has been supported by more than 20 car manufacturers, and plans to pre install more than 5 million vehicles in 2021. < / P > < p > in the field of education, it cooperates with vipkid and uses two devices to interact for distance education. Every move of students will be synchronously displayed on the large screen. < / P > < p > if the chip is compared to the human heart, the operating system is the human brain, and the importance is self-evident. Therefore, the market pays special attention to the application progress of Hongmeng. < p > < p > last year, Huawei said that Hongmeng 2.0 will be used in domestic PCs, watches / bracelets and car machines in 2020, and Hongmeng os3.0 will be used in speakers and headphones in 2021, and is expected to be applied to VR devices in 2022. However, at the press conference, Yu Chengdong said that the mobile phone version will be released in December 2020, and Huawei’s smart phones will be fully upgraded to support Hongmeng 2.0 next year. However, there is still no definite date for the birth of Huawei mobile phones equipped with Hongmeng system. At present, the emui of Huawei mobile phone is still based on Android system. This time, Huawei has updated emui and released a multi screen interactive solution based on emui. The latest version will also be installed in 10 models including P40. < p > < p > Yu Chengdong once said that the experience of Hongmeng system has been improving all the time, every day, every week and every month. Huawei Hongmeng system has been able to reach the level of 70% – 80% of Android system. < / P > < p > but he also said frankly that in the mobile phone market monopolized by Android and IOS, it is not easy for Hongmeng OS to break through. After all, whether a mobile phone operating system can successfully capture the market is not only about technical issues, but also about how to break through the barriers established by Android and IOS. Of course, Yu Chengdong also said that if Huawei can no longer use Google’s Android system, Huawei may move Hongmeng to smart phones within 1-2 days. < / P > < p > “we want to be independent of other companies, because some of our operating systems in the past were owned by a certain company. In this way, it is not complete and does not need to be limited by a certain company. It also makes our national science and technology more independent and self-supporting, and also makes Huawei more advanced,” Huawei wrote on its official website. According to Yu Chengdong, Hongmeng 2.0 has opened Huawei’s core technologies to ecological partners, including world-class communication and transmission capabilities, AR capabilities, privacy protection capabilities, AI capabilities, and global networks. With these capabilities, developers can make devices more intelligent. < / P > < p > the latest data shows that Hongmeng ecology has gathered 1.8 million developers, integrated 96000 applications, and has 490 million active users, making it the third largest mobile application ecosystem in the world. < p > < p > at present, in the mainstream consumer electronics field, whether mobile phones, servers, or computers, operating systems are monopolized by foreign manufacturers, and there is a huge gap with domestic manufacturers. Only in the field of Internet of things and some embedded operating systems, the operating systems of Huawei, Alibaba and Xiaomi appear. < / P > < p > unlike chips, operating systems, as the underlying technology of the whole society’s informatization, are not competing for technology, capital and R & D, but for ecology and user habits. < / P > < p > the ecological chain of the operating system is very long, with application developers on the top and peripherals such as chips and drivers on the bottom. It is not difficult to develop an operating system. It is difficult to build ecology and cultivate user habits. < / P > < p > in history, Microsoft’s windows phone, Samsung’s tizen and Alibaba’s cloud OS have all tried to challenge Android’s dominance in the operating system, but none of them succeeded. Android’s powerful global application ecology makes hardware manufacturers unable to get rid of it. < / P > < p > once the ecology is successfully cultivated, the operating system will become a huge flow entrance, basically “lying and earning”. For example, fees are charged by selling licenses, which can be sold for tens of dollars or even hundreds of dollars. Although Google makes Android open source and free, it can still charge through the attached GMS, such as providing cloud services and sharing them through software stores. However, at the same time, due to the special industry structure and business model of operating system, the promotion of Hongmeng system must be very cautious, and its promotion strategy has become one of the focuses of the market. < p > < p > for this reason, when promoting Hongmeng system, Huawei reduces the percentage of Commission for in application purchase and provides financial support to developers, so as to attract developers to develop application apps for them. < / P > < p > at the same time, try and error in a small range, and promote it with the strategy of “encircling the city in rural areas”: carry out small-scale promotion in the fields of Internet of things and industrial applications, fully trial and error, test and polish, and do not directly confront Android. < / P > < p > there is also speculation in the market that Hongmeng system may give priority to low-end mobile phones and Huawei computers, so as to cultivate usage habits and industrial chain. Of course, Huawei has made it clear that Hongmeng has fully reached the commercial level and can provide mobile phones of Hongmeng system at any time, but an open Android system and ecology is still the first choice. < p > < p > as the world’s largest mobile phone operating system, Android also took three or four years to penetrate Symbian users in the way of open source. Therefore, Huawei has chosen other intelligent devices as the breakthrough direction, and the 5g era Internet of things has brought Hongmeng the opportunity to overtake on the curve. < / P > < p > “it comes every year, but it comes a little bit every time,” Shao Yang, Chief Strategic Officer of Huawei’s consumer business, joked about the Internet of things. < p > < p > as early as 2012, Huawei launched a lightweight operating system for the Internet of things market: liteos; in 2017, based on it, Hongmeng system research and development was launched; in 2019, Hongmeng OS version 1.0 was released and landed on the smart screen. < / P > < p > according to the latest data, on Huawei’s smart home platform “hilink”, the “Smart Life” app has installed 400 million units, supports more than 120 categories, and app requests more than 1.08 billion times a day. However, Shao Yang believes that this is not good enough. The Internet of things also has many problems, such as high difficulty in connection identification, poor interaction, ecological fragmentation and so on. < p > < p > it has been proved that building a light bulb is very simple, but it is difficult to create a unified, full scene operating system and ecology. At present, Android is still the underlying operating system in the field of Internet of things, but Hongmeng system is more suitable for future IOT scenarios. < / P > < p > because there are many Internet of things terminals and require fast response, compared with IOS system and Android system, the advantage of Hongmeng system is that it can not only meet the requirements of multi terminal docking, but also be better than Android in terms of speed. < p > < p > with the ready-made Hongmeng system, Huawei’s task of IOT is to win over more intelligent hardware manufacturers and attract them to Hongmeng ecology. < p > < p > at this conference, Shao Yang released some function upgrades of the smart home platform “hilink”, and also offered several olive branches to the ecological partner intelligent device manufacturers. Shao Yang said that as long as the products meet Huawei’s standards, they can be included in the “hilink” ecology. Huawei will transform part of its offline channels into hilink eco stores, helping manufacturers reach 700 million Huawei users. < p > < p > in the field of home appliances, Wang Chenglu said that Midea and Jiuyang will soon release intelligent devices equipped with Hongmeng system. If you want to make a dish according to the recipe, you can automatically import the parameters of the recipe into the oven; Shao Yang also said that it has cooperated with Haier, Gree and other existing equipment. < / P > < p > it can be seen that Hongmeng system and the Internet of things promote each other: the multi connection and cross device characteristics of Hongmeng system can solve the pain points of the Internet of things to a certain extent; and the expansion of the scale of the Internet of things will also boost the progress of Hongmeng system. < / P > < p > with the popularity of the Internet of things, when users and data reach a certain scale, they will upgrade from the stage of module connection to the stage of data analysis, and turn from simple intelligent water meter to smart city, smart building and other miscellaneous applications. When the Internet of things data becomes the basic underlying data of social operation, Hongmeng shows its domestic advantages. However, competition is inevitable in the Internet of things, which is a strategic area. In the face of various existing standards and ecology, how will intelligent device manufacturers respond? Will it happen to the team? Is it a struggle for hegemony or a great unification? I believe time will give the answer. Iqoo5 series debut strength interpretation of “120 super full mark flagship”