转自：贝壳财经 【#豆包手机第一代或将不再批量生产#】#豆包手机第二代已启动研发# 一名供应链人士向蓝鲸科技记者证实，"字节跳动此次确实是试水市场，手机备货量不多，首批产品约3 万台的备货。"同时，"此轮售罄后项目方并未追加物料投入。"这也意味着短期内市场流通量将保持固 定。 尽管未扩大首批规模，但项目并未止步。一位接近中兴通讯的人士向蓝鲸科技记者透露，"该项目内部 高度保密，中兴通讯在合作中处于乙方角色，大家对这个项目非常谨慎。"上述供应链人士进一步透 露，"字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于2026年底出 货。"@蓝鲸新闻 豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。而最新， 据蓝鲸科技记者独家了解，伴随官方宣告售罄，作为豆包手机第一代产品或将不会再继续批量生产。 ...

Core Viewpoint - ZTE Corporation's stock has declined nearly 1% after the initial excitement surrounding the launch of its "Doubao Assistant" smartphone, which sold out quickly and saw a price premium on second-hand platforms [1][4]. Group 1: Product Launch and Market Reaction - ZTE announced the limited release of the nubia M153 smartphone featuring the "Doubao Assistant" technology, priced at 3499 yuan, which led to a stock price surge and rapid sell-out [1][4]. - The "Doubao Assistant" is designed to enhance user interaction with smartphones by enabling multi-modal question answering and automatic price comparison across e-commerce platforms [1][4]. Group 2: Technology Comparison - The "Doubao Assistant" differs from traditional voice assistants by integrating deeply with the system, allowing for cross-application automation, akin to a "self-driving" mode for smartphones [4][5]. - Other major manufacturers like Honor and Vivo have also been exploring similar AI capabilities, indicating a competitive landscape in the smartphone AI assistant market [4][5]. Group 3: Privacy and Security Concerns - There are concerns regarding user data security and privacy, as the "Doubao Assistant" requires extensive permissions to function effectively, including reading user screens and accessing personal data [7][8]. - Doubao has stated that the assistant does not store user data on the cloud and requires user consent to access sensitive information, aiming to alleviate privacy concerns [8][10]. Group 4: Industry Dynamics and Challenges - The competition among smartphone manufacturers, AI model developers, and traditional app providers is intensifying, with a focus on controlling data access and user interactions [11][13]. - The current state of the "Doubao Assistant" is described as a "technical preview," indicating that it is still in the exploratory phase and not yet ready for mainstream consumer use [13][14].

以下文章来源于蓝鲸科技 ，作者蓝鲸科技 翟智超 蓝鲸科技 . 上海报业集团主管主办。蓝鲸新闻科技频道官方账号。 关注互联网行业报道，以及科技热点新闻事件。 豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。而最新，据蓝鲸科技记者独家了解， 伴随官 方宣告售罄，作为豆包手机第一代产品或将不会再继续批量生产。 上述供应链人士进一步透露， " 字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于2026年底出货。 " 有手机行业人士向蓝鲸科技记者表示， " 对于瞄准2026年底推出第二代产品的字节与中兴而言，当前市场环境下，意味着它们将步入一个 竞争更趋白热化且消费者对价格更为敏感的复杂战场。 " 根据市场研究机构IDC预测，由于内存芯片等核心元器件成本持续高企，2026年全球智能手机出货量可能同比下滑0.9%，而平均售价则被 推高，整体市场将呈现"量缩价涨"的态势。 此外，据了解该项目的人士向蓝鲸科技记者透露，" 字节跳动目前的策略是先不直接涉足供应链，而是通过与厂商合作验证模式。选择手机 作为载体，正是基于其作为关键AI入口的战略判断。 " 字节跳动CEO梁 ...

Core Viewpoint - ZTE Corporation's stock price has declined nearly 1% after the initial market excitement surrounding the launch of its "Doubao Assistant" smartphone, which sold out quickly and even saw a price premium on second-hand platforms [1][4]. Group 1: Product Launch and Market Reaction - ZTE announced the limited release of the nubia M153 smartphone featuring the "Doubao Assistant" technology, priced at 3499 yuan, which led to a stock price surge and rapid sell-out [1][4]. - The "Doubao Assistant" is designed to enhance user interaction with smartphones by enabling multi-modal question answering and automatic price comparison across e-commerce platforms [1][4]. Group 2: Technology and Functionality - The "Doubao Assistant" differs from traditional voice assistants by integrating deeply with the system, allowing for cross-application automation, akin to "autonomous driving" for smartphones [4][5]. - Other major manufacturers, such as Honor and Vivo, are also exploring similar AI capabilities, indicating a competitive landscape in the AI assistant market [4][5]. Group 3: Privacy and Security Concerns - There are concerns regarding user data security and privacy, as the "Doubao Assistant" requires extensive permissions to function effectively, including reading user screens and accessing sensitive information [7][8]. - Doubao has stated that the assistant does not store user screen content in the cloud and requires user consent to access sensitive permissions, aiming to alleviate privacy concerns [8][10]. Group 4: Industry Challenges and Future Prospects - The integration of AI assistants into smartphones faces challenges, including the need for cooperation with third-party applications and the establishment of security standards [10][11]. - The current state of the "Doubao Assistant" is described as a "technical preview," indicating that it is still in the exploratory phase and not yet ready for mainstream consumer use [13][14].

格隆汇12月4日丨芯瑞达(002983.SZ)在投资者互动平台表示，目前公司未有产品销售或服务于中兴通 讯。 ...

Core Insights - The "Doubao Assistant" engineering prototype, developed by ByteDance and ZTE, sold out within a day of its release, indicating strong market demand for AI-integrated smartphones [1][6] - The device is not a mass-market product but an engineering sample aimed at developers and tech enthusiasts, featuring high-end specifications and a unique AI assistant [1][2] - The smartphone market in China is highly concentrated, with major players like Vivo and Huawei holding significant market shares [3][5] Group 1: Product Overview - The "Doubao Assistant" is priced at 3499 yuan and features flagship specifications, including a 6.78-inch screen and Qualcomm Snapdragon 8 Gen 2 platform, making it attractive to developers [1][2] - The AI assistant can perform tasks across applications, breaking down data barriers and enhancing user experience [2][6] Group 2: Market Dynamics - The Chinese smartphone market is dominated by a few key players, with Vivo holding a 17.2% market share and Huawei over 16% in 2024 [3] - The top five manufacturers (Vivo, Huawei, Honor, OPPO, Xiaomi) account for approximately 80.8% of the market share, indicating high market concentration [5] Group 3: Industry Implications - The success of the "Doubao Assistant" prototype highlights the potential for system-level AI integration in smartphones, which could reshape the industry [6][7] - Traditional smartphone manufacturers may need to adapt to this new model of AI-defined hardware, which could disrupt existing brand-user relationships [6][7]

【#字节回应手机自研#：豆包主导产品定义与体验，努比亚主导硬件工程与技术研发】据媒体报道，接 近字节跳动豆包手机合作项目人士称，豆包手机助手这款手机基本算是字节自己研发的，但是迫于压力 说的合作，其实中兴只是代工。 对上述信息，豆包手机助手方面向@新浪科技 表示，合作的工程样机由豆包主导AI手机助手的产品定 义与体验，中兴通讯旗下努比亚nubia主导硬件工程与技术研发。（新浪科技） ...

每经AI快讯，有投资者在投资者互动平台提问：请问中兴通讯是不是公司的客户？ 芯瑞达（002983.SZ）12月4日在投资者互动平台表示，目前公司未有产品销售或服务于中兴通讯。 （文章来源：每日经济新闻） ...

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Summary of Conference Call Notes Industry Overview - The AI mobile phone market is expected to show significant growth in the coming years, with notable attention on Apple's performance in the first half of 2026 and the releases from Google Open, OpenAI, and Apple Glasses in the second half of 2026 [2][10]. Key Points and Arguments AI Mobile Phone Market - ByteDance's collaboration with ZTE on AI mobile phones has shown good performance in user interface upgrades, but it faces limitations such as single-task flow and authorization issues that need to be addressed [1][5]. - The AI mobile phone market has exceeded expectations primarily due to previously low market expectations and a faster-than-anticipated release schedule [2]. Apple's AI Technology Development - Apple faces challenges in coordinating interests among mobile manufacturers, application developers, and model providers, which has slowed progress in API calls and data integration [3]. - Organizational restructuring at Apple may accelerate the implementation of AI technologies, with a significant upgrade to Siri expected in spring 2026, potentially shortening the user upgrade cycle [6][10]. - The rise in storage prices may impact consumer electronics sentiment but has limited effects on the supply chain, with high-end consumers more willing to accept additional costs due to computational power consumption [11][12]. Strategic Partnerships - Apple prioritizes ecosystem advantages when selecting AI partners, initially collaborating with ChatGPT and later with Gemini overseas, while shifting to Alibaba's Tongyi Qianwen in the domestic market [7][8]. - Alibaba's extensive ecosystem, including high-frequency applications like Taobao and Alipay, enhances user reliance on AI functionalities, making it a strategic choice for Apple [8]. ByteDance's Smart Phone Features - ByteDance's Doubao smartphone is an engineering prototype that allows for large model access in a screen-off scenario and can run background processes without affecting other applications [9]. - The Doubao smartphone offers a one-year free trial for all AI features, with potential future charges for AI functionality, indicating a market opportunity among high-end consumers who may accept additional fees [9]. Future Outlook - In 2026, companies like Apple are expected to benefit from their stability and long-term storage advantages, with investment opportunities arising from AI upgrades anticipated in March and April [6][10]. - Non-mobile hardware products, such as OpenAI's native AI hardware and Google's AR glasses, are expected to be significant in the second half of 2026, providing new growth points for the industry [10][13]. Additional Important Insights - The structural changes within Apple, including reporting adjustments for AI leadership, may enhance the speed of AI technology deployment [4]. - The market's response to AI glasses and other emerging hardware products will be crucial for investment strategies in the coming years, particularly in relation to OpenAI and Google's initiatives [13].