LENOVO GROUP(HK:00992) 2 1 Shi Ji Jing Ji Bao Dao·2025-12-19 04:48Core Insights - ByteDance is advancing a collaboration with Lenovo to develop AI smartphones, aiming to pre-install AIGC plugins to gain user access and shift the current passive execution of AI [1] - Lenovo has been closely cooperating with ByteDance's subsidiaries, including Doubao and Volcano Engine, particularly in the smart terminal sector [1] - The recent launch of the "Doubao Phone Assistant" in partnership with ZTE allows users to execute various tasks through voice commands, but has faced rejection from major apps like WeChat and Taobao, raising questions about the future of AI terminals [1] - The collaboration aims to create new monetization pathways for traffic, involving smartphone manufacturers in revenue sharing from traffic distribution and membership subscriptions, with specific plans currently under discussion [1] - According to IDC, Lenovo's Motorola brand is projected to ship 16 million units by Q3 2025, holding a 4.9% global market share and ranking eighth in the global smartphone market, indicating potential access to over 50 million Motorola users through this partnership [1]