2022.92 iResearch|HUAWEI DEVELOPERS UserTracker 2022 2 2000 2022 7 111 3 iResearch|HUAWEI DEVELOPERS 2021 R&D 14.2%2021 30.9%Serverless 2021 50%IT Serverless Serverless AI AI AI AI AI 3-5 4 iResearch|HUAWEI DEVELOPERS 700 16%2021 700 16%XR XR AR AI AI AI 5 2 3 4 1 56 iResearch|HUAWEI DEVELOPERS 2021.08 2021.06 2021.05 2020.12 2021.09 2020.07 2021.07(2021-2023)2021.03 2035 2020.11 2020.09 IT 2020-2021 2020 7 iResearch|HUAWEI DEVELOPERS18.6 22.6 27.2 31.3 35.8 39.2 45.5 27.4%30.1%32.9%34.8%36.2%38.6%39.8%2015 2016 2017 2018 2019 2020 2021 GDP%2015-2021 2022 2021 45.5 GDP 39.8%GDP 3.4 10 8 iResearch|HUAWEI DEVELOPERS 1,640 1,952 2,521 2,718 3,558 19.0%29.1%7.8%30.9%2017 2018 2019 2020 2021 2021 2021 R&D 27964 14.2%4 1696 15.6%2017-2021 2021 30.9%17,606 19,678 22,144 24,393 27,964 976 1,090 1,336 1,467 1,696 2017 2018 2019 2020 2021R&D 2017-2021 R&D 2017-2021 9 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS52.3%45.1%40.5%32.4%29.7%24.3%19.8%2022 7 online N=111 2022 7 2022 7 online N=111 2022 7 36.0%46.0%46.0%48.7%61.3%AI AI XR Web3.0 10 iResearch|HUAWEI DEVELOPERS 2021 AI AI AI AI AI AI InfoQ 2021 AI AI NLP prompt AI 01 0203 AI AI AI AI 04 AI AI AI AI bilibili AI AI AI AI AI 11 iResearch|HUAWEI DEVELOPERS 2022 IT AI IaaS PaaS&AI AI AI AI AI AI AIOps/MLOps 12 iResearch|HUAWEI DEVELOPERS IDC AR/VR Meta VR HarmonyOS/VR VR XR XR OpenXR OpenXR XR XR 180 375 350 390 585 1,123 1,573 2,130 108.3%-6.7%11.4%49.9%92.1%40.1%35.4%2016 2017 2018 2019 2020 2021 2022e 2023e2016-2023 VR VR%XRVR XR VR 2021 VR 1000 90%AR AR XR XR XR XR XR XR XR XR Omdia Analysis 2022 VR 31 VR 89%1.7%13 iResearch|HUAWEI DEVELOPERS 10%2020 2025e75%-90%10-20%30%2020-2025 2021 AI+AI AI+AI 2025 4500 AI AI IT Gartner 2020-2025 10%75%-90%1,500 4,500 2020 2025e2020-2025 AI%14 iResearch|HUAWEI DEVELOPERS 9 16 31 55 74 88 106 125 143 156 77.8%95.0%75.0%34.8%19.4%21.2%17.3%14.6%9.0%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e2016-2025%2020 12 24 65 2016 2022 100 24(Open Link Association OLA)15 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS IDC 879 1,591 2,800 4,788 7,565 12,483 19,598 28,025 37,834 50,320 63,906 81.0%76.0%71.0%58.0%65.0%57.0%43.0%35.0%33.0%27.0%2020 2021 2022e 2023e 2024e 2025e 2026e 2027e 2028e 2029e 2030e2021-2030%AI AI AI AI B 2021 Facebook Meta IDC 2030 6 5 50%AI16 iResearch|HUAWEI DEVELOPERS 6.7 6.2 19.9 20.0 6 11 23 27 2019 2020 20212022 1-7 AI/2021 20 2022 1-7 20 2019-2022 17 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS nofungible 250 350 500 650 800 40.0%42.9%30.0%23.1%2021 2022e 2023e 2024e 2025e2021-2025 NFT%+,76.4%,17.8%,5.2%,0.6%2021 NFT TOKENIZED NFTNFT NFT 2020 NFT 2025 800 NFT NFT 2021 6 NFT NFT 2022 4 NFT 18 iResearch|HUAWEI DEVELOPERS HarmonyOS 2022 7 HarmonyOS 3/19 2 3 4 1 520 iResearch|HUAWEI DEVELOPERSGuest OS Guest OSApp B App ADocker+KubernetesHardwareHost OSHypervisor IT IT Kubernetes IT AI TCO Docker+Kubernetes HardwareHost OSHypervisorGuest OS Guest OSApp B App A App B App ADocker+KubernetesHardwareHost OS21 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS RuntimeOS Serverless Scaling 10X A Berkely View On Serverless Computing Serverless What Serverless Computing Is and Should Become:The Next Phase of Cloud Computing Serverless FaaS BaaS Serverless X86 Serverless Serverless 2021 5 ACM What Serverless Computing Is and Should Become:The Next Phase of Cloud Computing 9 2021 Serverless Serverless Serverless Serverless RuntimeOS Container RuntimeOS ContainerServerless22 iResearch|HUAWEI DEVELOPERS Serverless Serverless IDE Portal Portal App Serverless ServerlessServerless Serverless Serverless Serverless Serverless Serverless Serverless Hosting Serverless Serverless AI AI API Service Bridge Event BridgeServerless 23 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS,17.1%,30.6%,35.1%,17.1%Serverless 2022 7 online N=111 2022 7 2022 7 online N=111 2022 7 28.8%34.2%36.0%43.2%48.7%Serverless Serveless Serverless Serveless%Serverless Serverless Serverless Serverless Serverless 83%Serverless 17.1%30.6%Serverless Gartner 2020 20%2025 50%Serverless Serverless 24 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HUAWEI AppGallery Connect 2022 7 online N=111 2022 7 34.2%50.5%54.1%57.7%/%AppGallery Connect Serverless 50%Serverless HUAWEI AppGallery Connect Serverless 2021 IaaS/Paas(AppGallery Connect Serverless A/B AppGallery Connect Kit(SDK/SDK/SDK AppGallery Connect Serverless 25 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS 2022 7 online*HUAWEI AppGallery Connect Serverless Serverless 13.5%23.4%23.4%24.3%27.0%28.8%29.7%50.0%/%Serverless AppGallery Connect Serverless Serverless Serverless Serverless Serverless Serverless AppGalleryConnect Serverless JS 1020ms 70%75%0 80%1 5 API 0*20 10-0.5 Serverless 4 Serverless 4 26 2 3 4 1 527 iResearch|HUAWEI DEVELOPERS 2022 IT/AR 91%/AR 3-5/app AR 2G 5G 3-5 28 iResearch|HUAWEI DEVELOPERS*N=1082 2022 1-*1+8+N 5*75.4%01 63.6%03 63.6%04 59.4%05 69.5%02 5 60%29 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS N=1070 2022 1-2022 7 online N=111 2022 7 31%PC 30%35%24%17%54%30%5.8 5 75.8%32%30%44%32%39%5.8 0.8 91.8%75.8%73.9%69.1%67.9%PC 63.9%57.7%44.0%VR/AR 39.8%30 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HarmonyOS 44.1%45.1%53.2%54.1%/%HarmonyOS 2022 7 online N=111 2022 7 HarmonyOS/HarmonyOS 2022 HarmonyOS 3.0 12 HarmonyOS Connect 2000 1.7 OS HarmonyOS Ability UI HarmonyOS 31 2 3 4 1 532 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS 2021 2021 700 16%200 6 DAU 4.5 58+230+300+600+700+2017 2018 2019 2020 2021 2017-2021 2021 700+200+6+2021 QQ HarmonyOS 360 33 iResearch|HUAWEI DEVELOPERS IoT 2021 AR.34 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS 2022 7 online N=111 2022 7 2022 2022 Q2 11 6 2022 Q2 170/1.6 12%15%38.7%2020 12.2%90.1%2020 5.1%90%4 2020 5.1%12.2%12 Push 2022 Q2 11 6 0.7 1.4 1.6 2020Q2 2021Q2 2022Q2 2020-2022 2 122%35 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS 2022 7 online N=111 2022 7 45.1%46.9%51.4%59.5%IOT%PC-IDE 2 PC 36 iResearch|HUAWEI DEVELOPERS HarmonyOS A A IOT HarmonyOS App IDE CDNEntry HAP phone Entry HAP TV Feature HAP phone Feature HAP TV Pack.info NFC 2Page ability DMS)1Page ability DMS)Ability A A Ability HarmonyOS 37 2 3 4 1 538 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core 1 bilibili 3D 35%3D AR VLOG HMS Core AI 2021 2021 Bilibili UP 80%75%39.6%35.1%37.8%3D 39 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core 2021 HDR Vivid SDR Dolby Vision 2022 1 3D QQ 3D 2020 AI 3D Audio Vivid 3D 3D 3D HDR VividDolby VisionHDR+SDR 10/12bit 10/12bit 10/12bit 8bit P3 to BT2020P3 to BT2020P3 to BT2020BT709 10000nit 10000nit 4000nit 100nit HDR Vivid Dolby Vision HDR+SDR HDR Vivid 3D VR VR VR K 3D VR QQ 3D 3D 3D HMS Core 3D 3D 3D 40 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core HMS Core*HUAWEI HiAI Foundation App AI AI AI HUAWEI HiAIFoundation NPU 80%45%*60.4%AI AI 60.4%55.2%34.2%API HMS Core Network Kit/10%App Network QoE&41 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS/61.4%58.2%61.4%58.2%56.3%51.2%51.2%47.9%168 1,205 4,168 12,299 20,514 31,017 42,029 53,166 64,172 0.3%1.5%4.2%11.2%15.1%19.5%22.3%23.7%25.9%2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e2017-2025 GMV%N=1286 2022 1-42 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core*Snapchat AR XR XR AR Snapchat 96%AR AR AR+/XR AR IKEA Place Snapchat VR AR*96%AR 80%AR AR 66%AR HMS Core AR Engine AR SLAM AR AR 34.2%43 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS QQ Soul AR AR AR 2021 NASA 34.2%3D 34.2%44 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS*HMS Core HMS Core 10,000 90%*800ms*C 60.4%WHO 5%39.7%44.7%/HMS Core45 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core GNSS HMS Core GNSS RTK 70.8%40.5%1 46 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core AI UWB WiFi/AI HMS Core AI AI 160+1300+20+Mate Xs 2 App Wi-Fi UWB AI AI AI AI 3D HMS Core 47 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core AR AR 3D AR GO AR AR AR AR AR+AR 31.5%28.8%/21.6%HMS Core 3D 3D 3D 48 iResearch|HUAWEI DEVELOPERS iResearch|HUAWEI DEVELOPERS HMS Core PC 35.1%DDGI 35.1%DDGI HMS Core Scene Kit 60 1080P AMD GPU 49 2002 3000 400-026-Contact Us 50 2021 12 31 540 170+/8 15 Contact Us/App51 52