China Business Daily/China Business Network (Reporter Jiao Likun/Picture) Before the chip supply cut off on September 15 , Huawei has launched a series of blockbuster measures, calling on developers around the world, especially Chinese developers, to unite to build a full-scenario smart ecology of the Internet of Everything, and solve the long-standing”rootless pain” of China’s mobile application industry. This is regarded by the outside world as Huawei’s Jedi counterattack.
In this”marathon” of ecological construction, which is destined to be tragic and hard but has no choice, hardware devices, operating systems, and application systems are indispensable. With a huge user base, Hongmeng System 2.0 has released open source road signs, HMS (Huawei Mobile Services Huawei mobile phone service) how to stand firm has become one of the focuses of the industry. What does HMS rely on to break out of the siege and challenge Google GMS (Google Mobile Services) to become a truly global and reliable ecological platform?
Three points of the world
The first year of HMS has achieved outstanding results
From September 10th to 12th, the Huawei Developer Conference 2020 was held at Huawei’s Songshan Lake base in Dongguan, Shenzhen.
Huawei Consumer Business Cloud Services President Zhang Pingan announced the latest development of HMS at the conference:The number of HMS registered developers worldwide has reached 1.8 million, almost double the 910,000 during the developer conference last year. At present, there are 96,000 applications that integrate HMS Core globally; the number of overseas boutique applications on the Huawei AppGallery has jumped from 6,000 last year to 73,000 now. Huawei’s application market has accumulated worldwide in the first eight months of this year. Distributed applications 261 billion times.
Undoubtedly, HMS has made its debut and has become the world’s third largest mobile application ecological platform, second only to Apple iOS and Google GMS. And, since then, there are only two mobile phones in the Android camp:HMS mobile phones and GMS mobile phones.”Our HMS mobile phone sales have grown rapidly since May this year, which represents overseas users’ love of Huawei mobile phones and recognition of the HMS ecology.” Zhang Ping An said.
It is understood that Huawei HMS has covered more than 170 countries and regions, supports more than 50 languages, comprehensively covers applications, news, videos, pictures, shopping and other categories, and has new categories such as localized search The way of information access is supported.
Zhang Pingan said frankly that Huawei has fought countless battles since its establishment, but no one is sure that the HMS ecological battle can be won. After all, many companies wanted to build a mobile ecosystem before, but they all came back.”Whether Huawei’s ecology can be made, we are actually drumming.” But he now thinks,”We really have a chance to build such an HMS ecosystem.”
At the conference, Huawei asked development The developers have released greater sincerity and opened up the five major service engines including maps, search, payment, browsing, and advertising, as well as seven areas of application services, graphics, artificial intelligence, media, systems, security, and smart terminals. Core technical capabilities. Among them, the”root service engine” is the first time that Huawei has proposed to the outside world.
Huawei has no retreat
HMS is on the rise and has initially demonstrated its potential to become a fertile ground for mobile application innovation, but the bright numbers are all saddened. The ban by the United States and the cut-off of confessions by Google have become the best choice for Huawei without a choice, so let’s find a way out. In order to cope with the dilemma caused by the lack of GMS, HMS was quickly pushed to the front in 2019.
It is reported that in the past year, Huawei has engaged in a”Songhu Battle” for HMS ecological construction. This is the most challenging battle with the highest specifications, the largest number of participants, and thousands of The engineers are working hard, and it is not an exaggeration to say that the whole company will build this new ecology.
“Huawei people are like this. The more difficult and difficult the situation, the less they will not give up.” Zhang Pingan said,”We just want to build an ecosystem that does not depend on others.”
Wang Yanmin, president of Huawei’s Consumer Business Global Ecological Development Department, said at the conference that in the year since HMS was launched, Huawei has initially realized that its mobile phones are basically usable without GMS services.
In the eyes of the industry,”basically usable” means that HMS can replace GMS. On the consumer side, HMS has already gained initial approval.
It is understood that currently HMS runs on the architecture of Android, but in the future it will be compatible with Android and Hongmeng systems. This also means that later applications developed on HMS can run on the Hongmeng system. And, unlike GMS, HMS faces a wider range of terminals, including various smart devices such as mobile phones, computers, bracelets, and automobiles.
“Huawei is sincerely willing to open up all capabilities and support developers to build applications on HMS.” Zhang Ping An handed out an olive branch to developers.
Voice of developers
HMS needs more help for its growth , Every developer is a”single fire”.
Many partners come to the HMS platform. As the first batch of collaborators, Zhang Chaoyang, Chairman and CEO of Sohu’s Board of Directors, said that Sohu Video and News have cooperated with HMS. Whether it is text, pictures, video or live broadcast information, it can be very good at the operating system layer. Optimization, which is very important to improve user experience.
Ximalaya founder and co-CEO Yu Jianjun believes that today’s HMS is more like a multi-lane highway.
As a representative of China’s Internet applications going overseas, Li Tao, chairman of APUS Group, told a reporter from China Business Daily that Huawei HMS can have greater ambitions-“becoming the world’s largest mobile ecological platform.” In his view, whether it is Google’s GMS or Apple’s iOS, its success has benefited from the efforts of Chinese developers to a considerable extent. However, in recent years, apps from Chinese developers have been frequently suppressed overseas, and several apps under the APUS Group were previously blocked by India. This reality makes developers including Li Tao a strong desire for a powerful, truly healthy and stable overseas platform from China.
However, it is understood that some developers still hold a wait-and-see attitude. In this regard, Li Tao believes that at present, only Huawei can challenge Google and Apple’s mobile ecosystem globally. Chinese developers must unite to support Huawei, because we have no choice.
We need to get through the closed loop of revenue as soon as possible
It is worth mentioning that, During the conference, Huawei changed the name of “PPS Paid Display Service” to “HUAWEI Ads” and launched a new brand identity. It will upgrade from a platform that focuses on advertising exposure to a platform that integrates insight, creativity, technology, content, and media. Link’s marketing platform will be open to developers. From the perspective of the industry, Huawei’s move is intended to strengthen its liquidity capabilities.
According to our understanding, the advertising engine is one of the five HMS service engines opened this time. With the help of a series of capabilities such as advertising engines, developers will be able to realize faster and better monetization.
Li Tao believes that if Huawei wants to make HMS well and attract more developers, it first needs to give enough confidence to explain clearly what HMS is and its relationship with the Hongmeng system; Make it clear where the ecological boundary is, what can be done and what can’t be done; third, the monetization model needs to be designed clearly,”You only have to let me know how I make money, so I dare to spend money with you”; fourth, there must be Wealth effect.
In his view, Huawei’s current long-board is the user, while the short-board is the liquidity ability. It is necessary to build a closed-loop revenue as soon as possible.”Huawei has to ensure that its long board will not be cut short by others, and at the same time it has to do its own short board. This is very important.”
Competing with time
How to engage in overseas markets
Senior telecom industry expert Xiang Ligang told a reporter from China Business Daily that the biggest challenge for HMS now is time. It takes time to grow.
In fact, many application vendors that have joined HMS currently value Huawei’s overseas capabilities. It is understood that Huawei’s mobile phones and tablets have used HMS in China for a long time, but the overseas market is very important for HMS to truly achieve one-third of the world.
“For so many years, our hardware has been working for the ecology of the United States.” Zhang Pingan said that China’s Internet is so prosperous, but there are not many companies going out. Huawei is willing to build a global platform to help more Chinese companies go overseas and bring China’s innovative Internet applications to a wider overseas market.
It is understood that Huawei will continue to promote the”Yaoxing Pilot Program” through online traffic, domestic Yaoxing traffic coupons, developer cash subsidies, integrated service provider franchise platforms, full coverage of first-tier cities, The “6+1” incentive support policy with station-based technical support and consumer feedback as the core content, and localized technology and operational support services provided by HMS, DIGIX Innovation Studio, and Huawei Developers Alliance enable more Internet innovation to move forward global.
There is no doubt that HMS is still a long way from the true three-point world. And this road is destined to be full of thorns.