However, the software component of the phone may hold even greater significance than the hardware. Huawei is expected to equip the devices with HarmonyOS NEXT, its recently developed operating system. This marks China's first substantial deviation from Western-backed systems that have been extensively utilized.
HarmonyOS, Huawei's proprietary operating system, has made notable progress in the Chinese market, achieving a 15% market share in the third quarter of 2024.
This unexpected growth, driven by the recent introduction of HarmonyOS NEXT, presents a formidable challenge to both Apple and Google.
A recent report from TechInsights indicates that the 15% market share reflects a considerable rise from the previous quarter's 13%, primarily at the expense of Android.
While Apple's iOS maintained a consistent 15% share, Android's market dominance fell to 70%, down from 72% during the same period last year.
The rise of HarmonyOS can be linked to the launch of HarmonyOS NEXT, which boasts a variety of advanced features and enhanced performance. By utilizing self-developed components, Huawei has successfully diminished its reliance on Android and its associated ecosystem.
In addition to these technological advancements, an increasing number of Chinese consumers and businesses are choosing domestic alternatives, particularly amid ongoing geopolitical tensions. This trend is likely contributing to the growth of Huawei's software.
Furthermore, our earlier report highlighted that tens of thousands of applications are now available for HarmonyOS NEXT, facilitating a smoother transition for users moving from Android or iOS to HarmonyOS.