Editor's note: This article is from the public number "Luo Chao channel" (ID: luochaotmt), author: Luo Chao channel,.
Speaking from Huawei TV.
A TV that's not a TV.
Huawei TV, which has been rumored for many days, was finally unveiled today by Zhao Ming, president of Glory - to be precise, it is still half-hidden by the pipa. In a communication meeting on July 15, glory did not release new products, but announced a new category of "smart screen", and previewed the first product released in early August.
In the Keynote, Zhao Ming explained that the category of "Smart Screen" is "not a TV, but the future of TV", and defined Smart Screen as the next-generation product of Internet TV with "network + system", which is located in "Smart Connected". In the Keynote, Zhao Ming elaborated that the category of "Smart Screen" is "not a TV, but the future of TV", and defined the Smart Screen, which is located in the "Smart Connected" category, as the next-generation product of Internet TV with "network + system".
Previously, many smart TVs have put forward the concept of "living room entertainment center", "smart home control center", "family information hub", up to now, many smart TVs have become "living room entertainment center". As of now, many smart TVs have in fact become the "living room entertainment center", but several other "centers" have not yet become a reality, and in these dimensions smart TVs are facing the rivalry of one is the rising smart speaker, and the other is the smart home central control.
The logic of the smart speaker is that people can conveniently operate devices at home by voice, such as opening windows, turning off lights, and adjusting the temperature, and on the smart speaker, Ali, Baidu, and Xiaomi, the three giants with strong Internet genes, occupy an absolute advantage, and join forces to divide most of the market share.
The logic of the smart home central control is to use a device to control a variety of smart devices in the home, Shenzhen smart home startups on behalf of Oribe is a representative of the players, providing exclusive equipment to control a variety of smart devices in the home, field and other real estate giants to take a similar idea.
TCL, Haier and other home appliance giants hope to realize the great unification of the smart home from the agreement based on the discourse power of the home appliance category.
Xiaomi in the smart speaker category occupies a certain advantage, at the same time based on the ecological chain layout of a large number of home appliances category, there are also similar to the green rice such as specializing in the smart home plate ecological chain company, the layout is relatively perfect.
Glory in the form of "smart screen" to do living room "four centers" goal, which means that over the years the smart home market, will usher in Huawei this super player. Huawei appeared at this time is not surprising: 5G is the most core application of the new scene is the IoT Internet of Things, and IoT is the first popularization of the smart home, the market foundation is good, ecological foundation is good, the technical foundation is good.
Huawei, which has an absolute advantage in 5G, is determined to win the smart home, and it is crucial to see how to do it.
The debut of the Honky Tonk system?
The release of the category rather than the product, the glory of this activity to create momentum for the purpose of obvious. Zhao Ming announced for the "wisdom screen developers" of the "star program", incentives and support for outstanding developers, to build a perfect wisdom screen ecology, the success of the smart screen application market applications, Huawei will not participate in the share of the 100% to benefit the developers. Developers, which shows that the wisdom screen hope that before the official release of the new product, there is a certain application support.
Before the product is released, the ecology is first.
If it's an Android-based TV system, Glory doesn't seem to need such a special step, so Huawei's move leaves a lot to the imagination, and when a reporter asked if the Glory Wisdom Screen would be equipped with the Hongmeng system, Zhao Ming's answer was, "You can imagine it." That is, not negative, not affirmative, very interesting answer.
Combining a few more points, the Honor Smart Screen is highly likely to come with the Honcho.
One is what Huawei Consumer Business CEO Yu Chengdong said previously, "Huawei is developing its own operating system, which will be on the market as soon as this fall and as late as next spring." After checking, the 2019 fall time is August 8, which coincides with the release time of the glory wisdom screen.
The second came in late June, when in an interview with the Financial Times, Huawei founder Ren Zhengfei said that Hongmeng was not created, per se, for cell phone use, but for the Internet of Things. "For example, self-driving, industrial automation, because it can precisely control latency below five milliseconds, even to the millisecond to sub-millisecond level." Huawei is willing to continue to use the global commons open mobile operating system and ecosystem, but if the US restricts its use, Huawei will also develop its own operating system.
When Yu Chengdong initially revealed Huawei's OS, he also explicitly said, "Our OS connects cell phones, computers, tablets, TVs, cars, and smart wearables, unifying them into one operating system."
Huawei Hongmeng is not positioned as a cell phone operating system, it is not intended to be a rival or alternative to Android, but for the 5G era of the Internet of Things. The glory of the 5G era for the "smart screen" is the essence of the Internet of Things hub, at least in the living room position and the status of the smartphone in the mobile Internet is similar to the status of the entrance level center, and relies on the operating system.
Based on the positioning of Hongmeng's Internet of Things, glory "smart screen" has a reason to apply Hongmeng.
The third is about ecology. Ren Zhengfei once said, "The most critical thing about the operating system is to establish the ecology, and it takes about two or three years to re-establish a good ecology." Based on this, Huawei theoretically will not be the first to let Hongmeng application in the category of smartphones, because the smartphone application ecology has been more than 10 years of accumulation, Android and iOS advantage is obvious, Hongmeng on the premise of cell phones should also be compatible with Android applications.
Smart TV development time is a little later, from Jia Yueting pouring LeTV counting up only four or five years, smart TV ecology is relatively simple, smart living room ecology is still in its infancy, the market has not been a smart living room OS similar to Android such a super player, which means that Huawei Hongmeng first on the "smart screen" such as smart Living room products, in the ecological pressure, less.
And theoretically, it's also a much more logical path for a new system to go up and test the waters in a new category first.
Of course, the glory wisdom screen has the possibility of continuing to use the Android-based system, after all, glory EMUI in the Android ecosystem also has many years of accumulation. But in all probability, I think the glory living room layout will tend to use its own system.
Who is the opponent of Hongmeng?
Android is not a match for Hongmeng, who is a match for Hongmeng?
Born for 5G and positioned as an operating system for the Internet of Things, Hongmeng is not without rivals.
In 2016 I wrote an article "To develop its own mobile operating system, how likely is it that Huawei will defect to Google? , pointing out one reason why Huawei's development of its own operating system is highly likely and has a basis for success:
Android's power is not just in cell phones, tablet PCs, smart watches, smart cars, smart TVs, Android is everywhere, and if it sticks to the Android camp, Huawei will have to look up to Google if it wants to make a mark in areas other than cell phones in the future. Samsung has Tizen, so its Gear wearable device can not use Android Wear, but with Tizen.
That is to say, Huawei to do Hongmeng system, and today's trade environment may not be directly related, but out of their own strategic layout considerations, especially 5G detonation of the Internet of Things such a premise. To know Huawei in 2009 in planning 5G, and is to do full-stack layout, since it is "full-stack", OS is an indispensable part, Huawei Hongmeng is a 5G-oriented Internet of Things system.
But Huawei isn't the only tech giant with ambitions for 5G - a host of tech giants are rubbing their hands at the Internet of Things.
When it comes to OS, Huawei Hongmeng faces some potential rivals.
One is the Fuchsia OS that Google is building.
There's not much official word on Google's Fuchsia OS yet, with media reports suggesting that Fuchsia OS will focus on the IoT market and will eventually replace Android and Chrome OS.
Android was born for 3G, and has encountered a bottleneck in the 4G era, not only is the experience becoming more and more fragmented, but its more suitable for smart devices that rely on local computing, but the 5G era of cloud/edge computing is becoming more and more important, and it is difficult to satisfy this characteristic how Android can be improved, and Chrome OS is a lightweight operating system based on the cloud, and it can be thought of as a way to put the Chrome Chrome OS is a cloud-based lightweight operating system that can be thought of as a Chrome browser built into a PC. Fuchsia OS, which was born for 5G, combines Android's mature application ecosystem and Chome OS's cloud capabilities into one, and it will be able to better meet the IoT devices in the 5G era.
The second is Alibaba's AliOS.
Alibaba's AliOS was originally called YunOS, initially and Android PK, to compete for smartphones, for which Ali invested in Meizu, once also approached the hammer. However, "to beat QQ must not be another QQ", YunOS in the smartphone did not get what he wanted, and later renamed AliOS, All In IoT scenes, especially smart car networking, Ali and SAIC jointly built smart car Rongwei RX5 is equipped with AliOS.
The official introduction shows that "YunOS is an intelligent operating system under Alibaba Group, integrating Alibaba's technological achievements in multiple fields such as cloud data storage, cloud computing services and smart device operating systems, which can be loaded on a variety of smart terminal devices such as smartphones, smart wearable, Internet cars, smart homes and so on." In July 2016, Ali had announced that devices equipped with YunOS had exceeded 100 million.
But I've been saying it all along: the real IoT era will come in the 5G era, and the IoT of previous years was all foreplay. in the 5G era, under Alibaba's corporate-level IoT strategy, AliOS will be targeting more smart devices, which coincides with Huawei Hongmeng's position.
The third is the little-known KaiOS.
Many people have never heard of KaiOS.
The famous browser FireFox had launched an operating system based on H5: FireFox OS, in 2017 this project stopped, the original team built for the "functional smart phone" KaiOS, the so-called functional smart phone, is the performance of the smart phone is very poor, in India and other emerging markets are popular. Based on H5, this system can provide Google, Youtube, Facebook, Twitter, Whatsapp and other Internet services on a device with 256MB of RAM, and some media reports say that FireFox is the world's third-largest mobile OS, just behind Android and iOS.
KaiOS can meet the poor computing power of the function of the smart phone, precisely because its architecture is "heavy cloud, thin terminal", this characteristic just cater to the computing characteristics of the IoT device, in other words, KaiOS real opportunity is also the IoT, it is precisely because of the potential to see the KaiOS, Google to invest in it. It is because of the potential of KaiOS that Google invested in it, and its initial investor was Chinese tech giant TCL, which put forward its AI*IoT strategy at its spring conference earlier this year, and it is also not willing to just do home appliances or TVs.
AliOS, Fuchsia OS, KaiOS and Hongmeng, starting from different points, but ultimately came to a point: IoT OS. 5G competition must be all-encompassing, and the new round of OS competition will be a colorful one.
