Di Yi Cai Jing·2025-12-02 01:37Core Insights - The first "Doubao Assistant" phone has sold out, with second-hand prices ranging from 4200 to 4999 yuan, exceeding the official price by 700 to 1500 yuan [1] - The phone is a collaboration between ZTE and ByteDance, with Doubao leading the AI assistant's product definition and experience, while Nubia handles hardware development and manufacturing [1] - Nubia has not released sales data yet, as this is the first model with limited external sales [1] Product and Development - The Nubia M153 software will receive updates approximately every two weeks until the end of Q1 2026, with future update frequency to be announced later [3] - Doubao is exploring partnerships with multiple phone manufacturers but has no plans for self-developed phones [3] Market Position and Competition - Major domestic phone manufacturers currently do not have similar collaboration plans with Doubao [4] - Companies like Honor have existing collaborations with Volcano Engine for various functionalities, but specifics regarding Doubao's assistant remain unconfirmed [4] - Other manufacturers, such as OPPO and Vivo, have not confirmed any collaboration but are observing Doubao's upcoming technical solutions [4] Industry Dynamics - Existing voice assistants from major manufacturers are deeply integrated into their operating systems, representing control over ecosystem traffic and future service business models [5] - Smaller manufacturers may have more flexibility in collaborating with Doubao, allowing Doubao to maintain greater control over model development [5] - The collaboration model between Doubao and ZTE resembles Huawei's "Smart Choice Car" model, where Doubao retains model development authority while manufacturers focus on hardware [6] - The willingness of other application ecosystem companies to provide AI capabilities for Doubao's assistant remains uncertain [6]