You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
華爲鴻蒙“全家桶”迎新!全球PC操作系統市場要變天?

五年磨一劍,首款鴻蒙電腦來了。

5月8日,華爲搭載 HarmonyOS 5 的鴻蒙電腦正式亮相,標誌着國產PC操作系統實現歷史性突破

至此,鴻蒙OS已全面覆蓋手機、平板、電腦、手錶、座艙等全場景終端設備。

華爲終端也由此全面進入鴻蒙時代。

受此提振,今日華爲概念、鴻蒙概念集體活躍。截至A股收盤,東方中科、盛通股份、麒盛科技、東華軟件等多股漲停。

“鴻蒙時代”啓幕

今天,鴻蒙電腦在深圳正式亮相。

作爲鴻蒙“全家桶”的新成員,鴻蒙電腦搭載了HarmonyOS5操作系統

其採用鴻蒙內核,依託分佈式軟總線技術,不僅可以提供自然、無縫、無感的跨設備互聯體驗,還支持與華爲手機、電腦、平板三設備鍵鼠共享。

據華爲終端BG平板與PC產品線總裁朱懂東透露,鴻蒙電腦歷時五年研發,積累了超2700項核心專利,集結10000多名頂尖工程師,聯合了全球20多家華爲研究所。

目前,鴻蒙電腦應用已覆蓋多個垂直領域。

其中,頭部150個應用已經啓動開發,預計到年底將支持超過2000個應用。

朱懂東表示,華爲智慧辦公全新升級爲鴻蒙辦公。鴻蒙電腦將打破硬件隔閡,讓電腦不再是孤島。

它的誕生,也意味着華爲 “1+8+N” 全場景生態的閉環完成,華爲終端全面進入鴻蒙時代。

據悉,華爲將於5月19日召開產品發佈會,鴻蒙電腦將正式發佈。

今年4月,因微軟Windows授權到期,華爲面臨PC操作系統“斷供”,鴻蒙電腦也就勢在必行了。

餘承東也早在去年9月就曾透露,受制裁影響,Windows PC可能停止供貨。

“Windows PC可能停止供貨了,可能是最後一批了,以後只有用我們的鴻蒙PC了”。

國產系統突圍

當前,全球操作系統市場基本被微軟Windows壟斷。

StatCounter數據顯示,2025年4月在全球桌面電腦操作系統領域中,Windows操作系統市場份額爲71.06%,蘋果旗下OS X和macOS市場份額爲15.64%,Linux市場份額爲4.27%。

隨着鴻蒙PC落地,未來國內微軟windows不再是一家獨大。

IDC數據顯示,2025年一季度中國商用PC市場,華爲份額已從3%躍升至9%。

行業分析機構預測,2025年中國商用PC需求達1500萬臺,若鴻蒙PC能夠佔據20%的份額,將帶來300萬臺的增量。

中航證券認爲,鴻蒙PC是鴻蒙世界的一塊重要拼圖,從鴻蒙手機到鴻蒙平板,再到鴻蒙電腦,華爲希望構建全場景互聯的生態體驗。

未來,隨着鴻蒙生態不斷完善,技術創新持續突破,這場由原生鴻蒙掀起的“生態革命”或將重塑全球操作系統市場新格局。

長江證券表示,鴻蒙電腦的推出或將改變目前電腦操作系統的市場格局。

華爲表示,目前鴻蒙電腦應用開發持續加速,豐富的移動生態已完成在桌面端的適配。未來,鴻蒙電腦還將攜手更多生態夥伴和開發者,共創電腦行業新機遇。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account