国泰海通｜计算机：豆包大模型嵌入手机系统，推动端侧 AI 从应用级迈向系统级

Core Viewpoint - The release of the Doubao mobile assistant by ByteDance marks a significant advancement in integrating AI capabilities into mobile operating systems, transitioning AI from application-level to system-level functionality [1][2][3]. Group 1: Product Overview - The Doubao mobile assistant is a system-level service that deeply integrates the Doubao large model into the operating system, enhancing user interaction and experience through advanced AI capabilities [2][3]. - The assistant can be activated via voice commands, side buttons, or Doubao Ola Friend headphones, allowing for more convenient user interactions [3]. - The Doubao large model excels in reasoning, visual understanding, image creation, video generation, and voice recognition, achieving top-tier performance in various assessments [2][3]. Group 2: Functional Capabilities - The Doubao mobile assistant can perform complex tasks across multiple applications, such as ticket booking, product ordering, and file downloading, by simulating user actions like clicks and swipes [3]. - It features a Pro mode that utilizes memory data and enhanced reasoning capabilities to assist users in completing intricate tasks [3]. Group 3: Market Strategy - ByteDance aims to collaborate with multiple smartphone manufacturers to integrate the Doubao mobile assistant into various brand models, rather than developing its own smartphone [3]. - The assistant is currently available for developers and tech enthusiasts on the Nubia M153 prototype, priced at 3499 yuan, facilitating the product's market entry and commercial pathways [1][3].