AI是一场不可避免的交互革命 | 经观社论

Core Insights - The launch of the Doubao phone by ByteDance and ZTE on December 1, 2025, emphasizes AI's capability to automate cross-application operations, with initial sales of 30,000 units selling out quickly and second-hand prices reaching up to 12,900 yuan [2] - The Doubao phone faced immediate challenges from major apps like WeChat and Alipay, which triggered security measures, indicating a potential threat to traditional internet giants as AI technology evolves [2][3] - The emergence of AI phones could disrupt the existing app ecosystem, leading to a future where apps may lose their fundamental purpose, transforming into databases or product libraries instead [3][5] Industry Impact - The introduction of AI phones signifies a potential shift in the competitive landscape among hardware manufacturers, with a new wave of competition expected as AI becomes deeply integrated into mobile technology [5] - The evolution of AI technology may lead to a redefinition of user interactions, where traditional app usage diminishes, and AI handles tasks directly, challenging the current business models of many service platforms [3][4] - The anticipated rise of AI phones could accelerate the transformation of hardware forms, potentially replacing traditional smartphones with new devices, necessitating adaptation from manufacturers to maintain relevance in the market [5]