Di Yi Cai Jing·2025-12-02 01:30Core Insights - The "Doubao Assistant" phone, developed by ZTE and ByteDance, has sold out, with second-hand prices ranging from 4200 to 4999 yuan, exceeding the official price by 700 to 1500 yuan [1][3] - Nubia, a subsidiary of ZTE, has not released sales data for the "Doubao Assistant" phone, indicating limited initial availability [1] - The phone is not entirely out of stock, as developers can apply for an F code to purchase it, although software functionality may not match mainstream flagship models [1] Collaboration and Market Position - Nubia is not the only partner for "Doubao Assistant," as ByteDance is in talks with multiple phone manufacturers, but no major collaborations have been confirmed yet [3] - Major phone manufacturers like Honor have existing partnerships with Volcano Engine, while OPPO and Vivo have not confirmed any collaboration with Doubao [3][4] - The current landscape shows that leading phone manufacturers have their own voice assistants, which are deeply integrated into their operating systems, representing control over ecosystem traffic and future business models [4] Competitive Landscape - The collaboration model between Doubao and ZTE resembles Huawei's "Smart Choice Car" model, where Doubao retains control over model development while manufacturers provide hardware [5] - There is potential for more second and third-tier manufacturers to explore this model, but the willingness of other application ecosystem companies to provide AI capabilities remains uncertain [5] - The competition among voice assistants is expected to extend beyond smartphones to other devices like headphones and smart glasses, indicating a broader market for AI integration [5]