国泰海通｜电子：豆包AI助手问世，端侧硬件有望迎来爆发

Core Viewpoint - Doubao has launched a preview version of its AI mobile assistant, exploring the empowerment of mobile phones by AI large models and promoting the formation of Agent forms, indicating that the era of AI mobile phones is approaching, alongside a rapidly emerging rich edge hardware ecosystem [1] Group 1: AI Mobile Assistant Features - The Doubao AI mobile assistant functions as a system-level Agent capable of executing complex commands, creating a complete loop from information search to processing and cross-application communication [2] - It achieves deep integration with the operating system, allowing higher system permissions than a single app, enabling it to call upon underlying hardware capabilities and system services [2] - Users can activate the assistant through a sidebar, physical keys, or voice commands without needing to click on icons, allowing it to overlay any interface without interrupting ongoing app processes [2] Group 2: User Interaction and Capabilities - The Doubao assistant can "understand" the content on the user's current screen and engage in dialogue or perform operations based on that content, such as generating replies or assisting with requests from WeChat friends [2] - It can recognize UI elements on the screen and simulate human actions like clicking, swiping, and inputting, enabling complex cross-application tasks, such as comparing prices across shopping platforms or organizing travel plans [2] Group 3: Market Positioning and Ecosystem Development - The era of comprehensive AI mobile phones is imminent, with Doubao providing opportunities for brand manufacturers to achieve AI equity and leapfrog competitors [3] - Doubao does not manufacture mobile hardware but collaborates with phone manufacturers at the operating system level, creating a business model where "model companies provide AI brains + phone manufacturers provide hardware carriers" [3] - This model allows mid to low-end phone manufacturers, who may struggle to invest heavily in self-developed large models, to enhance user AI experiences and strengthen their competitiveness in the AI era [3] - The rich edge hardware ecosystem is accelerating, with Doubao's capabilities offering real usability for edge devices like AI glasses, TWS earbuds, and AI Pins, enabling complex task execution through deep integration with mobile operating systems [3]