XIAOMI(HK:01810) Guo Ji Jin Rong Bao·2025-12-09 08:13Core Insights - Goldman Sachs highlights that while Apple has not made significant progress in Apple Intelligence, major Chinese smartphone brands have integrated OS-native AI assistants powered by self-developed LLMs and/or third-party LLMs [1] Group 1: ByteDance's Doubao - The newly released Doubao smartphone assistant has achieved system-level integration through collaboration with smartphone OEC manufacturers, reflecting ByteDance's intention to expand into mobile internet infrastructure and the smartphone ecosystem [1] - Doubao's recent input method product further emphasizes this strategic direction [1] Group 2: Xiaomi's AI Strategy - Xiaomi's substantial investment in GUI has positioned its AI assistant, Super Xiao Ai, among the top three OS-native AI assistants in China, alongside OPPO and Huawei [1] - The penetration rate of Super Xiao Ai among Xiaomi smartphone monthly active users (MAU) is reported to be 71% [1] Group 3: Jumpshare's Developments - Jumpshare has recently open-sourced its GUI intelligent agent, Gelab, which can be deployed locally and has achieved state-of-the-art (SOTA) performance in several benchmark tests [1] - The company has previously collaborated with ZTE to develop a smartphone assistant aimed at elderly users and has engaged in AI smartphone feature partnerships with domestic manufacturers such as Honor and OPPO [1]