It is impossible to create a GMS like mobile application bottom ecosystem from scratch.
Since the advent of the iPhone, the launch of IOS, and the rapid rise of Android by virtue of open source and open source, there has been a short-term competition in the global mobile application ecology. There have been giants such as Microsoft, Samsung and Alibaba in the arena, but in the end, apple and Guge have not been off the table and formed a bipolar monopoly.
The app store and Google play are the intuitive embodiment of the ecological market pattern of mobile applications. In the past decade, no one has believed that anything can be changed: everything has become so mature or even nearly solidified.
But Huawei, in the posture of survival as a Jedi, with the courage to break the ship One year later:
More than 1.8 million developers have chosen to join and serve 170 countries / regions. App Gallery (Huawei application market) has 490 million monthly live users, and the number of applications accessing hmscore has increased to 96000
Fast becoming the top three in the world.
Moreover, this achievement is not only Huaweis self certification, but also directly breaks the Curse of global mobile ecological market
The two polar hegemony of IOS app store and Android Google play is not unbreakable.
Up to now, the performance of Huawei HMS is a call for the opportunity of the times. It is the aspiration of developers to carry the boat with water. It also means that it is time to break the hegemony monopoly and reassess the global mobile ecological market.
What are the winners?
The most powerful proof, of course, is performance.
It is also Huaweis Dongguan Songshan Lake base. After one years announcement of accelerating the development of HMS ecology, Huawei released its report card to the point:
Wang Yanmin, President of the global ecological development department of Huaweis consumer business, also said that up to now, 80% of the worlds top 3000 applications have been put on the Huawei application market, which means that they can basically meet the daily needs of Huawei mobile phone users.
Huaweis application market has leapt to become the worlds top three application ecology.
This is also the first time in many years that Androids Google play and app store dominates the list, there is such a rapid growth of other application ecology, and global mobile developers have a strong competitive choice.
However, Huawei also believes that HMS ecology has a bright future.
On the one hand, through long-term scientific research investment and accumulation, Huawei can provide technical support for developers.
On the other hand, with 20 years of experience in globalization, resource input and marketing promotion, Huawei is also full of confidence in user understanding, platform resource output and win-win business with its partners.
Although Huawei has not specially built a mobile application ecosystem before, in the process of more than 20 years of globalizing services for different customers partners, Huawei has long been aware of the differences in policies and regulations, finance and taxation, ecology and demand of mobile Internet infrastructure in different countries and regions, which has become the basic premise for HMS to reach the top three in one year.
Its time to break the bipolar hegemony
As we all know, Google and apple have formed a polar pattern of global mobile ecology for many years, and in more than a decade, although they have encountered challenges, neither Microsoft nor Samsung has been able to break the monopoly of mobile application ecology.
As for the app store, as a mobile ecosystem that is dependent on the iPhone and the entire apple IOS ecosystem, behind it is Apples strong hardware products and supply chain system. As the best example of the integration of software and hardware, Apple has moved its success on Mac to the mobile market. Then, because of the greater demographic dividend and potential of the mobile market, Apple has reached a new level, Form a closed-loop and positive cycle of technology, commerce and ecology, which are barriers to each other.
Android, originally acquired by Google, was used for digital cameras. It was not until the advent of the iPhone that Google realized that Android could be used as the IOS in the open source and open field. It took the mass line to fully mobilize the advantages of global OEM manufacturers and supply chains to reach areas that IOS could not cover in a short period of time. Moreover, it could obtain more benefits at lower costs and cheaper prices Large market share.
Of course, it is not without other ambitious players at a time when the two poles are surging forward.
In addition, Microsoft underestimated the importance of software and hardware integration in the early days, especially the important experience of dominating the world in the age of Wintel. In the era of mobile Internet, Android + arm took the lead in inheriting it. Later, Microsofts efforts, such as buying Nokia, did not help. It could only watch Google take over.
As a result, apple and Google have taken the best posture to call on developers to provide the fastest response and support, convenient access and support, and the most important sharing and win-win mechanism.
After all, mobile ecology is a new opportunity and business for both apple and Google. Seizing on it can make the company go to a higher level. However, the old OEM giant and the king of PC era are obviously less urgent and dynamic than apple and Google.
Therefore, the app store of IOS and Google play of Android are actually the iron rules of the Internet world
The peoples support decides to be the king and defeat the aggressor.
The most typical example is apple tax. All developers, big or small, have to take 30% of the tax, and they cant be bypassed. Wechat or the parent company of Fortress night, regardless of their size and importance to users, have no bargaining power.
Perhaps, it is also the sentiment that has been imperceptibly influenced by the great era. In the one-year construction of Huawei HMS, it has rapidly transformed into a report card.
Popular support in the pattern of Duopoly
Under the duopoly mechanism, developers all over the world have suffered for a long time. The industry calls for new competitive forces, which can bring active forces.
From the global developers voting with their feet to join HMS ecological construction, we can also see the desire to break the duopoly.
First, sincerity. In the bipolar pattern of Android Google play and app store, it is difficult for the two sides who dominate the game to regard every developer as a guest.
In an interview, Wang Yanmin once proposed that:
This has the final say that the monopoly mechanism of duopoly is not a very good thing for all sectors of the industry. First of all, developers will also tolerate apple and Google taking 30% of their revenue in IAP applications, advertising and Advertising Commission. Apple will always have a policy to make a decision, and he will always be a rule maker. Chinas developers will never go with him. For equal communication and dialogue, we have found a large number of such cases in the past.
Whats more, Huawei quickly let developers see the difference. For example, tomtom is a world-famous Internet manufacturer. Under the premise of limited budget, users develop slowly in the advertising Oriented Ecology. In HMS, Huawei develops its exclusive low-cost initial promotion scheme based on its full understanding of tomtom, which makes it achieve rapid growth in the short term.
Second, confidence and innovation. The base gas comes from the market share of the terminal market, while innovation is going through the technology cycle with partners.
Breaking the oligarchy can not be achieved by verbal appeal, but iron making depends on its own hard work. Huaweis potential also benefits from the market share of its terminals.
For example, in Russia, Huaweis market share in the terminal market has been the highest for a long time, and Huawei is willing to serve developers on an equal footing and achieve greater win-win results with them.
In this case, the onlineapp of Sberbank, Russias largest bank, has more than 67 million monthly active users, ranking first among Russian Financial app downloads. In the HMS ecosystem, Sberbank cooperates with Huawei to integrate the NFC capability of HMS in onlineapp to realize the innovative experience of contactless payment. Within 10 days of launching appgallery in October 2019, it has developed 3.2 million users and helped 5% of online users experience contactless payment.
Of course, Huaweis HMS ecological achievements in this year also stand on the pain of current developers
Going out to sea + entering China demand of small and medium-sized developers in the world.
On the one hand, Chinas outstanding developers and enterprises have the desire to go to sea smoothly, so that more countries and regions in the world can benefit from the excellent achievements and experience of Chinas mobile Internet development.
On the other hand, overseas developers and applications also hope to come to China with huge market dividends and scale.
On the one hand, they basically dont understand Chinas national conditions and users, so its difficult to help overseas developers enter China. On the other hand, there is no motivation to actively help Chinese enterprises go out to sea, and even Chinese developers are suffering from unfair and destructive off shelf treatment without explanation, let alone further two-way support.
Therefore, the emergence of Huawei is more like the product of market competition and the law of natural selection.
Huawei said that its own advantage lies in that it can help developers in terms of customer acquisition, product localization and policy compliance no matter whether it is going to the sea or entering China. After all, in the past 20 years or so, Huawei has come out step by step and has successfully gone through many technical cycles.
Moreover, there is no reason why Huaweis line, commitment and position should not be trusted by developers. For Huawei, the mission of HMS ecology starts from settling down at home, but after the victory of the initial battle, more developers will have hope.
This can also explain why, as a new ecology, HMS ecology can be launched in one shot.
From the point of view of the above-mentioned opportunities, we can understand more about the development of the technology.
It is not the elephant turning around or exploring for change, but a desperate battle to survive on the edge of the cliff.
It is this driving force that enables Huawei to use all available resources, open up all open capabilities, and give everything to developers in exchange for nirvana and rebirth.
So a year ago, the HMS project gathered in Huawei, also known as the battle of Songhu. More than 3000 top engineers of the company participated in it, becoming the highest specification and the largest number of participants in Huaweis internal resource cooperation project.
Second, Huawei has the foundation and foundation.
The foundation comes from technology and R & D strength. Building a mobile operating system is often considered to be very difficult, but what is more difficult is the developer ecology behind it.
Huawei has been founded for 33 years. Through several technical cycles and accumulated experience and talents, Huawei has begun to show the potential of a leader in basic technologies. For example, Huawei has become a global leader in basic technologies such as 5g, which was unimaginable before.
Even if they are completely in the mentality of serving users, the majority of developers are willing to have a try outside IOS and Android. Whats more, market competition can cure the original intention of duopoly lost.
Yes, 5gs global leader status gives developers more reasons to join HMS.
But now, 5g and Huawei are the fastest in terms of technology and landing speed.
If we talk about business only, developers who bet on 5g and further bind with Huawei and HMS may become the first batch of dividend winners of new infrastructure.
So, why now?
This is because we are in a technology cycle in which cloud computing, AI and 5g are converging and breaking out.
In this cyclical trend, the trend of Internet of things and aiot is becoming more and more obvious. Mobile ecology is no longer limited to smart phones, but also includes massive IOT devices.
From this perspective, a new era has begun, just like the mobile Internet in 2008 and 2009, and now aiot is facing the opportunity of new ecology.
This is why HMS is still a part of Huaweis larger Hongmeng OS and a link at the bottom of Huaweis whole Internet of things.
Interestingly, GMS and Android, which used to beat the elephants, are now more like elephants turning slowly and hard to turn around. The accumulated engineering and volume make it difficult to create a new era oriented bottom layer on this basis.
In fact, both Google and apple have seen the trend and want to make their own IOT solutions, but for them, the burden is too big. Google has a huge amount of Android. When making a function, it will consider whether it can use the resources of the past.
The same is true for apple. With IOS and MacOS, it has created a bunch of kits, such as homekit and arkit.
Huawei, under pressure, has no choice and retreat, and is forced to start a new business. It also has the opportunity to accumulate advantages and eliminate disadvantages, and to build a bottom-level system suitable for the current trend of the times.
In addition, dont underestimate the prospect of this industry.
Some people have analyzed apple as an example before. Apples output value in 2019 is $530 billion without considering its own income. Among them, about 380 billion comes from physical services, that is, the hardware ecology of madeporios (MFI).
Huaweis cleverness is that it not only sees this prospect, but also formulates corresponding development strategies - it does not seek confrontation.
This system is not a direct substitute for Android, but has found a pain point to cut into the edge.
For example, there are a lot of representatives from home appliance manufacturers, the partners of HDC. The advantage Huawei Hongmeng can provide is to provide a set of WiFi cores and modules without any difference.
This has led many large appliance manufacturers to embrace Hongmeng actively and realize the intellectualization of various household appliances hardware. Moreover, the more devices connected, more data will be brought, and more data connection and scene connection will be brought, thus stimulating more applications.
On the other hand, in the future, the battlefield of edge hardware innovation and pure app software will close to an end, and the combination of software and hardware will enter a period of integration and explosion, which will drive more developers to rush in.
Whats more, as far as developers are concerned, since they have been suffering from IOS and Android for a long time, there is no doubt that they have a clear chance to join HMS.
History has proved that no matter what period and market, only competition exists can developers always be held in the palm of their hands.
From this perspective, this is the key to Huaweis HMS being appointed by history:
This is the worst time and the best time. Its a time to fight back to back. Its also a time to have both the right time and the right place.
Extended reading trump asked Oracle to retain control of tiktok! Terminate investment of 490 million yuan, further reduce posts, wechat payment is planning to add code to the deposit market, and relevant functions are in the testing stage. Source: qubit editor in charge: Wang Fengzhi_ NT2541