Hongmeng’s “spare tire to strengthen the right” is Huawei’s last ditch battle

“No one can extinguish the stars. Every developer is the spark Huawei wants to gather,” Yu Chengdong, CEO of Huawei’s consumer business, said at the end of the speech. In the current situation Huawei has encountered, this remark seems to have a profound meaning. < p > < p > on September 10, Huawei held a developer conference, and six Huawei executives gave speeches in turn. Originally, the two-hour speech time was extended by one hour. However, during this period, Huawei successively released such important contents as Hongmeng 2.0, HMS core 5.0 and emui 11. < p > < p > since last May, Huawei’s terminal business has been seriously hit after it was listed in the list of entities by the U.S. government. Although Huawei’s mobile phone market share ranks first in the world, its share has continued to decline in Europe and other overseas core markets. < / P > < p > after September 15, the Kirin 9000, the flagship chip of Huawei, will also be unable to produce. At present, Huawei has not thought of a better solution on the chip. It can only watch the 10 million chips in stock run out and the flagship mobile phone can not be mass produced. < p > < p > the United States not only sanctions Huawei in terms of chips, but also imposes many restrictions on Huawei’s operating system. It is after the chip and operating system are restricted that Huawei has to start the “spare tire plan”. The “spare tire” such as Hisilicon chip and Hongmeng system has become an important strategic product of Huawei. Today, with the release of Hongmeng 2.0, Huawei also disclosed that Huawei’s mobile phones will fully upgrade and support Hongmeng system next year. However, with almost all market shares of Android and IOS systems, Hongmeng’s breakthrough is doomed to be difficult. < / P > < p > “we see that there are many choices in the global open ecosystem. Developers also ask me why their open applications have been released on IOS and Google, and they need to redevelop applications based on Huawei Hongmeng ecology? What unique values can Huawei give developers? ” Wang Yanmin, President of the global ecological development department of Huawei’s consumer business, said. < / P > < p > it is true that Huawei has encountered a lot of unfairness and non openness, but it is not so easy for Huawei to establish its own ecology in the current situation. However, Huawei can only fight back, otherwise the situation will be more dangerous. In the first half of this year, Huawei delivered 105 million mobile phones in its consumer business and generated 255.8 billion yuan in sales revenue. < / P > < p > after several rounds of sanctions, Huawei has been able to maintain growth, benefiting from the increase of its domestic market share. Yu Chengdong said Huawei’s domestic market share has exceeded 51% in recent months. < p > < p > although Huawei still maintains a good development trend, it is obvious that Huawei will face more difficulties if it wants to maintain a high growth rate this year. “After the U.S. sanctions last year, Huawei has stepped up efforts to develop application ecology,” Yu Chengdong said bluntly. < p > < p > in this Huawei developer conference, Huawei launched Hongmeng 2.0, and officially released the test version of large screen, watch and car machine for application developers, and will release the test version for mobile phones in December this year. Next year, Huawei’s smart phones will fully upgrade to support Hongmeng 2.0. < p > < p > since the release of Hongmeng 1.0 last year, the market has been looking forward to the mobile phone of Hongmeng system, because this is an important milestone of Huawei’s independence. Before the press conference, Yu Chengdong also disclosed the status of Hongmeng OS, “we have started to build our own ecology and work on the ecology. Hongmeng OS system has invested hundreds of millions, and the experience has been improving. Now it can reach the level of 70% – 80% of Android, and it is improving every day, every week and every month.” < / P > < p > it is worth noting that Huawei will fully open the core technology and software and hardware capabilities of Hongmeng 2.0 to developers and ecological partners, including AI capabilities, distributed capabilities, communication capabilities, etc., to facilitate developers to open more competitive applications. At the same time, in order to promote Hongmeng system, Huawei will share Huawei’s global network and channels with its partners, including Huawei’s sales service organizations covering more than 170 countries and regions, ecological operation organizations in more than 50 countries and regions, and more than 10 Huawei’s own application distribution systems. It can be said that Huawei is attracting global developers at all costs, which is also the only way for Hongmeng system to open up the situation. Only when there are enough developers in the operating system can users have enough applications to use, and Hongmeng system can be developed. < / P > < p > this time, Huawei also upgraded the HMS core to version 5.0, and opened up seven major fields, including graphics, AI, media and security. < p > < p > HMS means Huawei mobile services, which is Huawei’s own service framework to replace Google’s GMS service. < / P > < p > today, after one year of development, HMS core has also integrated 56 kits capabilities, providing 12981 scenario APIs for developers. < p > < p > according to the data released by Huawei, HMS has more than 700 million active users worldwide, covering more than 170 countries and regions. Huawei’s app store has more than 460 million monthly live users and 261 billion downloads worldwide, making it the third largest app store in the world. < / P > < p > “today, we have two kinds of mobile phones, one is GMS mobile phones, the other is HMS mobile phones. As we all know, in the past, we installed Google software overseas, but now mobile phones that support HMS are more and more popular with overseas consumers, “said Zhang Ping An, President of cloud services for Huawei’s consumer business. < p > < p > since Google restricted Huawei’s use of its GMS services last year, Huawei can only speed up its own HMS service research, and its cooperation with Hongmeng system in the future may further increase Huawei’s freedom in overseas markets. < / P > < p > “due to the outage of Google’s GMS Android system, there are indeed loopholes in the consumer business dominated by Huawei’s mobile phones,” Yu Chengdong once said. < / P > < p > this time, Hongmeng OS has expanded its ecosystem and applied it to products such as large screens, watches, cars, etc., but mobile phone products will not be able to use Hongmeng OS until 2021. < / P > < p > “now, Huawei does not dare to launch Hongmeng system mobile phones, because mobile phones need rich applications to provide services for users in addition to the operating system. At present, Hongmeng has not established its own ecosystem,” Ma Cheng, an analyst in the communications industry, told tech planet. < / P > < p > that is to say, if Hongmeng OS wants to become the mainstream operating system, the key problem to be solved is to build its own ecosystem, but this is not easy. According to AI media consulting data, the market share of Android operating system on mobile phones will reach 68.63% in 2019, while the market share of IOS operating system in the same period will be 30.99%. In terms of total, Android and IOS operating systems on mobile phones will occupy 99.62% of the market share in 2019. < / P > < p > this means that as a brand-new operating system, Hongmeng not only needs to break its own market space when its global market share is almost dominated by Android and IOS, but also needs to ensure that its ecosystem is perfect enough and comfortable enough, otherwise users will still turn to Android or IOS. Mobile phone is too laggy for

and Android. The two systems are very different in memory management and scheduling strategies. Mobile phone is equipped with Android’s mobile phone, and it will become very stuck in two or three years. Users can only change their phones by using the system. The system is equipped with mobile phones of the Android system. Can Hongmeng do better in these details? Now we don’t know. ” Ma Cheng said. < / P > < p > it is worth noting that overseas giants have also developed independent operating systems, such as Samsung’s tizen, Microsoft’s windows phone, BlackBerry OS, etc. Although there are enough enterprises behind these systems, they failed to break the ecological barriers built by Android and IOS. < / P > < p > from the perspective of developers, if you develop an application and publish it on Android or IOS system, if it is operated properly, it will quickly form a scale and obtain revenue. However, at present, the installed capacity of Hongmeng OS is not enough, and the developed application is not used by users, so it is difficult to obtain revenue. In fact, Huawei has long thought of building an application software ecosystem. It released hms2.0 in 2016, but it only has three basic functions: account number, payment and push. Today, HMS has developed to version 5.0, with 1.8 million registered developers worldwide, more than 96000 applications integrating HMS core, and 490 million active users. < p > < p > previously, Huawei was banned from Google GMS, which made it lose a large number of users in overseas markets. Huawei launched HMS service to replace Google GMS service. < / P > < p > “to be honest, a billion dollars in such a large ecosystem is just a drop in the bucket. At present, the ecological value of Android and IOS can not be compared,” said Ma Cheng. At the same time, Ma Cheng also said that when Android and IOS were born, it was the time when functional machines turned to intelligent machines. Although Nokia’s Symbian system dominated the market at that time, Android and IOS saw the opportunity of the transformation of the times, so they were able to develop rapidly. < / P > < p > “now that Android and IOS systems are very mature and the ecology is sound, we can push a new system out of thin air, It’s like challenging Symbian a decade ago, but now there’s no time for opportunity. ” Ma Cheng is not optimistic about the future of Hongmeng. < / P > < p > of course, Hongmeng also has the advantages of later development. Huawei does not want to be the second Android. When Hongmeng system was launched, it mainly focused on the IOT device end, and wanted to realize full scene intelligent ecology. However, the development of the Internet of things is not so rapid at present. Although Huawei said at the 2020 developer conference that it has cooperated with Midea and Jiuyang and other home appliance manufacturers, the reality is that the mainstream of the current market is still traditional home appliances. < / P > < p > the sanction measures focus on restricting chips designed by companies outside the United States with us software. Meanwhile, 38 Huawei affiliated enterprises have been added to the entity list, mainly involving Huawei cloud. So far, 152 Huawei affiliated enterprises have been blacklisted. Samsung and LG display will stop supplying high-end smart phone panels to China from September 15, due to restrictions in the United States, Reuters reported. September 15 is also the effective date of the US ban on Huawei chip supply. After that day, TSMC, Intel, and Qualcomm will not be able to supply Huawei with related products. Affected by this, Yu Chengdong said at the 2020 summit of the 100 people’s Congress of China’s informatization that “due to the sanctions of the United States, the chips can not be produced, and they are all in the shortage stage. This may be the last generation of Kirin’s high-end chips. < / P > < p > “for Huawei, Android can still be used as the operating system at present, and Hongmeng can also be used for backup. But if the chips are used up, there is really no way. This is not something that can be made in a short period of time with money and people, “Ma Cheng told tech planet analysis. He said that the chip can only be formed after a series of operations such as design, manufacturing and packaging. At present, all the core technologies are not in China, and it will take 10 or even 20 years to complete localization. < / P > < p > “Huawei has developed in the field of chip design for more than ten years. From serious backwardness to a little lagging behind, to catching up and then to leading, Huawei has invested heavily in R & D and the process is very difficult