字节跳动正推进与多家厂商的AI手机合作

Group 1 - ByteDance is advancing collaborations with hardware manufacturers such as Vivo, Lenovo, and Transsion to develop AI smartphones, aiming to pre-install AIGC plugins on their devices to gain user access and shift the current passive execution of AI [1][6] - Vivo employees have confirmed the partnership with ByteDance, and discussions on specific collaboration details are ongoing [1][6] - Vivo previously sought deep collaboration with Tencent on AI large models but could not reach an agreement due to commercialization challenges, particularly related to Token costs [2][7] Group 2 - ByteDance's strategy focuses on creating new monetization pathways for traffic, involving mobile manufacturers in revenue sharing from traffic distribution and subscription services [5][10] - The collaboration model being discussed includes no customization development fees or Token sales revenue sharing, with potential secondary revenue sharing for mobile manufacturers [5][10] - ByteDance aims to target mid-range smartphones priced above 2000 yuan, planning to launch new devices with manufacturers and subsequently expand through OTA updates to other models, with a goal of reaching 150-200 million units before competing with other internet companies [5][10]