Mei Ri Jing Ji Xin Wen·2025-12-20 16:40Core Viewpoint - The emergence of AI smartphones, particularly represented by ByteDance's "Doubao Phone" nubia M153, signifies a significant shift in the mobile internet landscape, contrasting with the API standardization approach taken by Apple and Google, leading to a redefined relationship among smartphone manufacturers, app developers, and users [5][7][12]. Group 1: AI Smartphone Development - On December 19, ByteDance announced collaborations with hardware manufacturers like vivo, Lenovo, and Transsion to advance AI smartphone technology following the launch of the "Doubao Phone" [5][6]. - The "Doubao Phone" utilizes GUI technology to enable AI assistants to perform complex tasks across applications, which has prompted a defensive response from mainstream apps [5][10]. - The core technology of the "Doubao Phone" is based on a deep integration of GUI and system-level permissions, allowing AI to execute tasks like ordering food and comparing prices seamlessly [7][10]. Group 2: Technical Route Comparison - The competition between the GUI paradigm represented by Doubao and the API paradigm led by Apple and Google highlights a fundamental divergence in AI smartphone strategies [12][13]. - The GUI approach allows for broader application compatibility without requiring developer cooperation, while the API approach emphasizes stability, privacy, and efficiency but relies on app developers to integrate their functionalities [12][13]. - Apple and Google are currently focusing on API development, which is seen as a more conservative and slower approach compared to the rapid advancements in GUI technology [17][20]. Group 3: Market Implications - According to Canalys, the global AI smartphone shipment share is expected to rise from 16% in 2024 to 54% by 2028, with a compound annual growth rate of 63% from 2023 to 2028, driven by major players like Samsung and Apple [20][21]. - The introduction of AI assistants in smartphones raises concerns among major app developers about potential disruptions to their business models, as AI could bypass traditional app functionalities [21][22]. - The future ecosystem of AI smartphones is anticipated to evolve into a "layered governance" structure, where different players will have varying degrees of influence and control over AI operations [22][23].