Core Viewpoint - The collaboration between ByteDance and ZTE on AI smartphones aims to establish a foothold in the AI operating system (AIOS) sector rather than focusing solely on the AI smartphone itself [3][14]. Group 1: ByteDance and ZTE Collaboration - ByteDance has launched its first AI smartphone, priced at 3499 yuan, featuring its self-developed large model Agent service [1]. - The smartphone integrates the Doubao mobile assistant technology, developed in collaboration with phone manufacturers at the operating system level [1]. Group 2: New Entrant - Zhiyue Qianli - A new company named Zhiyue Qianli, established in August 2023, is gaining attention for its focus on the AIOS sector [5][15]. - Zhiyue Qianli is closely related to the Geely group, with key figures such as Hao Jianguo involved in its establishment [6][7]. - The company aims to reshape human-computer interaction and build an ecosystem for the AI terminal era [15]. Group 3: Company Strategy and Development - Zhiyue Qianli plans to develop both AI models and hardware products, including smartphones and XR glasses, distinguishing its approach from ByteDance's focus [16][19]. - The company has rapidly expanded its workforce, reaching nearly 200 employees within its first month, indicating strong recruitment capabilities [23]. - It is actively building capabilities related to AIOS and hardware development, suggesting a comprehensive approach to product development [19][20]. Group 4: Industry Trends and Future Outlook - The relationship between AI and terminals is evolving, with AI terminals becoming a new industry keyword that encompasses hardware, software, and user interaction [25][26]. - AI terminals are expected to extend beyond traditional devices, potentially integrating into smart vehicles as central systems for human-machine collaboration [29]. - The trend indicates a convergence of software and hardware strategies among major players like Huawei and Xiaomi, with ByteDance and Geely also entering the fray [30][32].
字节“豆包手机”刚开卖,吉利系进展也曝光了:首月速成200人团队,挖遍华为小米荣耀