寻求更多手机厂商合作，豆包准备隔山打牛

Core Viewpoint - The article discusses the recent challenges faced by Doubao, a mobile phone assistant developed by ByteDance, which has been blocked by major apps like WeChat, Taobao, and Alipay. In response, ByteDance is seeking partnerships with hardware manufacturers to pre-install AIGC plugins on mid-range devices priced above 2000 yuan [1][3]. Group 1: Partnerships and Collaborations - ByteDance is actively pursuing collaborations with smartphone manufacturers such as Vivo, Lenovo, and Transsion to pre-install AIGC plugins on their devices [3]. - Reports indicate that Vivo employees have confirmed a partnership agreement with ByteDance, and Lenovo is also in close communication regarding potential collaborations in the smart terminal sector [3]. - The strategy of partnering with hardware manufacturers is seen as a clever move by ByteDance to address the challenges posed by major app blockages [3]. Group 2: Industry Dynamics - The relationship between internet companies and smartphone manufacturers is characterized by significant conflicts of interest, particularly regarding app store revenue sharing [4]. - Internet giants like Tencent and ByteDance have developed "mini-programs" to circumvent the revenue-sharing model imposed by hardware manufacturers [4]. - Smartphone manufacturers have historically relied on software for profitability, leading to a competitive landscape where they must depend on internet companies for revenue [6]. Group 3: AI Integration and Cost Management - Without Doubao, many second and third-tier smartphone manufacturers would struggle to develop their own AI assistants due to resource limitations [7]. - ByteDance is not only providing technology but also creating a new revenue-sharing model that allows smartphone manufacturers to participate in traffic distribution and subscription services [7]. - By absorbing the costs associated with AI token usage, ByteDance makes it financially attractive for smartphone manufacturers to adopt its AI services [8]. Group 4: Market Implications - The success of the Doubao mobile assistant with ZTE sets a precedent, encouraging more smartphone manufacturers to explore similar collaborations with ByteDance [9].