LENOVO GROUP(HK:00992) Ge Long Hui A P P·2025-12-19 07:46Core Viewpoint - ByteDance is advancing a collaboration with Lenovo to develop AI smartphones, aiming to pre-install AIGC plugins on devices to gain user access and shift the current passive role of AI in execution [1] Group 1: Collaboration Details - Lenovo has maintained close cooperation with ByteDance's subsidiaries such as Doubao and Volcano Engine [1] - The collaboration includes a focus on smart terminal cooperation, particularly with Doubao [1] Group 2: Product Launch - Earlier this month, ByteDance and ZTE launched the "Doubao Phone Assistant," an application that allows users to access services across apps based on voice commands, facilitating tasks like ordering food, booking flights, and responding to messages [1] - This phone has been referred to as the "Doubao Phone," generating significant industry interest regarding the future of AI terminals [1] Group 3: Strategic Intent - ByteDance's strategy is not solely focused on business growth but aims to create new monetization pathways for traffic, involving smartphone manufacturers in revenue from traffic distribution and subscription services [1] Group 4: Market Position - According to IDC, Lenovo's smartphone brand Motorola is projected to reach a shipment volume of 16 million units by Q3 2025, holding a global market share of 4.9% and ranking eighth in the global smartphone market [1] - This collaboration could potentially secure a terminal entry point with an annual shipment volume of around 60 million units [1]