On the evening of May 2 1, it was reported that Huawei's own OS would be listed as soon as this autumn or next spring at the latest. Huawei's OS has integrated mobile phone, computer, tablet, TV, car and smart wear into one operating system, and it is also compatible with all Android applications and all Web applications.
On the same day, the A-share domestic operating system concept plate set off a wave of daily limit. Sky Technology, Shida Group, Dongtu Technology, Beixinyuan, Chengmai Technology and many other stocks have daily limit, while Zhongke Chuangda and Aerospace Communications have also risen to varying degrees.
Essence Securities believes that the operating system is the key point and the fundamental guarantee for software autonomy and controllability. Cloud computing has become a major opportunity for the development of domestic operating systems and databases, and the productization of domestic operating systems represented by new Kirin and Puhua basic software has continued to advance. At present, the domestic database market share is low, and there is huge room for improvement under the background of "self-made". Middleware is the link between system software and application software. The localization of middleware is progressing relatively well. By bundling cloud service giants, middle-tier vendors will have the opportunity to take advantage of the situation.
Domestic OS "autonomous warfare"
If the PC era has made Microsoft, and the mobile era has made Apple and Google, then in the next artificial intelligence era of the Internet of Everything, there are also a large number of intelligent terminals that need to install operating systems, which is probably several times or dozens of times that of current mobile phones. Under such a strong market prospect, domestic operating systems are facing great opportunities.
Essence Securities believes in the latest research report that under the shadow of the Sino-US trade war since March 22, 20 18, the importance of localization and self-control has once again become prominent. Realizing self-control means that products and services generally have no malicious back door of "heteronomy", can be continuously upgraded and repaired, and will not be subject to people, which puts forward higher requirements for software localization in China. At present, "equal protection 2.0" and "autonomous controllability" have been put forward, which require our software to be autonomous to ensure national security.
On the 22nd, in order to support the development of integrated circuit design and software industry, the Ministry of Finance and State Taxation Administration of The People's Republic of China issued a corporate income tax policy announcement for integrated circuit design and software industry. Before 20 18, 12 and 3 1, the preferential period is calculated from the profit-making year, and the enterprise income tax is exempted from the first year to the second year, and the enterprise income tax is halved at the statutory tax rate of 25% from the third year to the fifth year, and it will be enjoyed until the expiration.
As soon as the news came out, the domestic software sector rose again in the late session, and China Software pulled up the daily limit, with a daily limit of1.2000 lots.
Minsheng Securities believes that domestic software products have always been dominated by application software, and the proportion of basic software such as operating system, database and middleware is low, indicating that the income structure of software products in China is very unbalanced. However, on the whole, domestic software can maintain a rapid growth rate under the condition of stable market demand, and it is expected to go out of the market beyond expectations under the stimulation of three major factors in the future.
However, from the perspective of market share, some insiders believe that it is too early to talk about competition before real industrial competition occurs.
From a global perspective, the current desktop operating system is still dominated by Microsoft. Microsoft's Windows operating system accounts for more than 88%, and Apple's Mac OS, the second largest operating system, accounts for 9%. Together, the two companies account for more than 97% of the operating system market, while the domestic operating system is based on the secondary development of Linux system, and together with other Linux systems, it accounts for 2% of the market.
In the mobile field, Google is the only one. According to the data of Statcounter, a global website traffic monitoring agency, as of April 20 19, Google Android accounted for 74.85%, Apple iOS accounted for 22.94%, and the rest platforms accounted for no more than 1%.
Take Huawei as an example. Huawei needs to solve the problem of using apk in overseas markets. According to the previous situation, neither Windows Mobile nor Tizen succeeded.
Essence Securities said that Microsoft's operating system still occupies an absolute dominant position in the domestic PC market. The proportion of domestic operating systems is extremely low. Typical products include China Electronics' Tianjin Kirin operating system, neokylin operating system (50% of China Software Holdings' winning software) and China Electronics' Puhua operating system.
Huawei OS Standby
A former employee who worked in Huawei's R&D department said that in the face of the global smartphone market has formed a tripartite confrontation between Android, iOS and WindowsPhone8, Huawei began to develop its own mobile phone operating system. At present, the operating system has been greatly optimized for Linux (open source) and used in Huawei mobile phones (security part).
Previously, Huawei launched a self-developed EROFS super file system, which was only based on the application developed by Huawei Ark compiler. However, some experts believe that the performance of Android system can be improved several times. In view of this, Huawei's HarmonyOS system, which integrates EROFS and Ark compilers at the bottom, already has certain strength.
"The operating system is doing well, mainly in two aspects, one is performance and the other is ecology. Performance is not an issue. Huawei itself is a big telecom equipment manufacturer, with very successful and mature experience in special operating systems, and the domestic ecology can be gradually built. However, as far as the current situation is concerned, there are shortcomings in overseas applications, which is Google's app problem. Other applications such as facebook may also bring pressure. " Dai Hui said.
Strategy Analytics, a global research organization, mentioned in the latest research report that Huawei's smartphone business in overseas markets in 20 19 and 2020 will face great risks and uncertainties, especially in Western Europe. Assuming the ban continues, Huawei's global smartphone shipments are expected to decrease by 24% in 20 19. By 2020, shipments will continue to decline by 23% year-on-year. However, this will not have much impact on the China market.
The report pointed out that in the high-end market segment, Samsung and Apple will benefit from Huawei's withdrawal in the short term (P series, Mate series and glory high-end models with HiSilicon 7nm chipset). In the mass market, Samsung and other China manufacturers (Xiaomi, OPPO and vivo) will benefit from Huawei's difficulties in overseas markets. Since there is no Google mobile service and Huawei uses spare parts in mainstream models, consumer confidence will be adversely affected. The quality and performance of Huawei mass market models may also be affected, because spare parts have not been verified by mass production and use. It takes time to improve quality and stability.