Core Insights - The Nubia M153, equipped with the Doubao AI assistant, has sold out on ZTE's online store, indicating strong consumer interest despite being a technical preview model [1][4] - The phone's resale value on second-hand platforms has surged, with prices stabilizing around a premium of 1,000 yuan after initial fluctuations [1][7] - The collaboration between ZTE and ByteDance represents a shift in the smartphone industry towards integrating AI deeply into the operating system rather than as a standalone app [8][10] Product Features - The Doubao AI phone features a 6.78-inch display and is powered by the Snapdragon 8 Gen 2 processor, with a camera setup of three 5000W pixel sensors [2] - Key functionalities include system interaction, global memory, and intelligent operations, allowing users to perform tasks like price comparisons and online ordering through voice commands [2][3] - The phone is currently available only in a single configuration (16GB+512GB) priced at 3,499 yuan, with limited availability of 30,000 units [4] Market Dynamics - The second-hand market shows a range of premiums from 300 to several thousand yuan, but actual transaction volumes remain low, with many users still inquiring rather than purchasing [7] - The phone's purchase process requires an "F code," limiting access to a select group of users, which may contribute to the high resale prices [4][7] Industry Trends - The rise of AI-integrated smartphones is part of a broader trend, with major companies like Google, Apple, and Samsung also launching AI-focused devices [8] - The partnership between ZTE and ByteDance is indicative of a new ecosystem approach, where AI capabilities are embedded across various smartphone brands rather than being tied to a single manufacturer [8][10] - Future competition in the smartphone market is expected to center around the effectiveness of AI in understanding and executing user commands, potentially transforming the user experience [10]
“豆包AI手机”卖断货!深圳知名公司与字节跳动共同开发