I. Background
HMS (Huawei Mobi l e Servi ce) is a collection of Huawei's cloud service open capabilities, which consists of core applications and API components. Include HMS APP, HarmonyOS OS and so on.
GMS(Google Mobile Service) is a set of applications and APIs designed by Google based on open source Android operating system.
2065438+In May 2009, Google Company responded to the US government's "entity list" and banned the provision of GMS services to Huawei mobile phones. Huawei mate30 was restricted from using pre-installed GMS, and Huawei released HMS to the world for the first time and fully opened it. Assuming that Huawei does not have HMS and HarmonyOS OS, Huawei will not be able to produce new mobile phones, including domestic mobile phones. Google is equally powerful!
Second, Google's GMS digital empire.
GMS is a collection of Google applications and APIs, including Android operating system, Gmail, intelligent voice assistant, Google search, Google Maps, Google Translation, Youtube and Google Play.
Google Play is Google's largest traffic portal. From 20 12 to 20 1 8, the total downloads of Google Play applications are close to 330 billion times, the total expenditure of users exceeds 85 billion dollars, and the annual income is nearly 25 billion dollars. Among American adults, 73% use YouTube, ranking first among all software. Google Maps covers 65.438+0.54 billion people, far exceeding other similar applications. Gmail's market share is 27%, only slightly behind the iPhone's 29%, ranking second, significantly ahead of other email clients.
As of 20 19, in the mobile operating system, Google Android accounted for 74.85%, significantly ahead of Apple's iOS 22.94%.
The application of Google GMS and Android system have brought it huge traffic and income. The huge user group and the ultimate experience build user barriers for Google and build a powerful digital ecological empire for Google. At present, the digital mode of mass consumption is created by Google and Apple. After several years of hard work, Huawei has built a third ecosystem in the domestic market, but Google's position abroad cannot be shaken. Domestic mobile phones, apps, games, and social software must follow Google's digital rules in Google's terminal building, fly their own businesses, and obtain traffic and income. Therefore, we will understand that in order to open the international market, Xiaomi and HONOR can only install the Android operating system and join the Google GMS ecosystem.
Third, Huawei HMS ecological transcendence
China's mobile phone and APP industries are built on the ecological basis of the United States, and there are huge strategic risks for China. Huawei HMS has become the third ecosystem, while HarmonyOS OS is only a backup of other manufacturers' mobile phones, but it is of great significance.
How does Huawei HMS break through? In fact, Huawei gave the following answer: 1+8+N strategy. "1" stands for mobile phone and is the core; "8" stands for PC, tablet, smart screen, speaker, glasses, watch, car and earphone; "N" stands for peripheral intelligent hardware, covering five scene modes: mobile office, smart home, sports health, audio-visual entertainment and intelligent travel.
1. In the case of limited mobile phones of Huawei, Huawei HMS standardized the Google GMS ecosystem and improved its core application fields such as maps, payment, search engines and cloud disks. Once the Huawei chip problem is solved, every mobile phone sold will be a substitute for Google GMS.
2. Huawei HMS and HarmonyOS OS have built an Internet of Things ecosystem. Huawei's HarmonyOS OS platform has settled in 600 home appliance brands, covering more than 3,000 products and accumulating more than 50 million users. HarmonyOS system OS has gained more than 20 hardware vendors and 280 application vendors to participate in ecological construction.
3. Huawei HMS and HarmonyOS OS entered the industrial application, HarmonyOS OS became the operating system of industrial application terminals, and HMS provided application services for industrial application terminals.
4. Smart cars and smart travel are the next huge mass consumer market. Huawei HMS, HarmonyOS OS and automobile chips can all show their talents and build an HMS ecosystem in the vehicle operating system and intelligent cockpit.
China is a big manufacturing country. In emerging mass consumer markets such as Internet of Things, industrial terminals and smart cars, manufacturers in China will definitely choose Huawei HarmonyOS OS from China instead of Google Fuchsia. By the end of 20021,the global monthly users of Huawei terminals exceeded 730 million, and the total number of OS devices in HarmonyOS system reached 335 million (of which Huawei devices exceeded 220 million). Huawei HMS and HarmonyOS OS have bright prospects.