Industry Analysis
The directive to remove the customized Windows 10 version accelerates the adoption of domestic operating systems, pushing vendors like Kylin V10, UOS, and HarmonyOS to enhance compatibility and performance, especially with 3nm chips and EUV technology. Compliance risks force companies to reassess supply chain security, particularly in data sovereignty and encryption standards, driving localized solutions. While Microsoft remains unaffected, its government market share is eroding, while local firms gain ground. Over the next 12–24 months, domestic OS adoption is projected to exceed 30% in critical sectors such as government, finance, and energy, establishing a self-reliant tech ecosystem.
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