Guan Cha Zhe Wang·2025-12-05 07:48Core Insights - ZTE Corporation has partnered with ByteDance's AI model "Doubao" to launch the "Doubao Phone," which automates daily app operations, leading to significant consumer interest and rapid sales [1][3] - The Doubao Phone sold out quickly at a price of 3499 yuan, with resale prices reaching between 6000 yuan and 12,900 yuan, indicating high consumer demand [1] - Zhou Hongyi, founder of 360, predicts that AI assistants like Doubao will disrupt traditional internet business models by allowing users to bypass multiple apps for tasks like shopping and banking [1][3] Industry Impact - Zhou Hongyi believes that Doubao creates a cross-platform channel that undermines the traditional app ecosystem, potentially collapsing the business models of major internet companies that rely on user engagement and advertising [3] - Major tech companies may respond with defensive strategies, such as altering app structures or forming alliances to limit AI's access to their platforms [3] - The competition for "mobile desktop control" is expected to intensify, with smartphone manufacturers likely to develop their own AI assistants to maintain control [3][4] Technological Challenges - The Doubao Phone Assistant aims to provide a more advanced AI capability than existing assistants like Siri, but faces significant challenges in gaining cooperation from third-party app developers [6] - Current regulations prohibit third-party apps from allowing external applications to access their data, complicating the implementation of cross-app automation [6][7] - Initial user feedback indicated issues with the Doubao Phone Assistant, particularly with app stability, prompting the need for adjustments in its operational capabilities [6][7] Market Reactions - The launch of the Doubao Phone is seen as an early exploration in the AI assistant space, with other manufacturers also developing similar technologies [7][8] - Companies like Honor and Vivo have previously showcased their own AI capabilities, indicating a growing trend in the industry towards AI-driven mobile operations [7][8] - Honor's AI team expressed excitement about the Doubao Phone's entry into the market, suggesting that increased competition will benefit consumers [8]