深度｜“AI手机”元年！AI Agent能否接管一切？激进派PK稳健派

Core Viewpoint - The emergence of AI Agent smartphones is expected to reshape the mobile industry by 2026, driven by advancements in AI technology and collaboration between hardware and AI model companies [1][2]. Group 1: Industry Trends - Since 2025, the collaboration between Doubao and ZTE has led to the introduction of the Doubao AI smartphone (Nubia M153), prompting various smartphone manufacturers and AI model companies to accelerate the development of AI Agent smartphones [2][5]. - 2026 is anticipated to be the year of mass production for AI Agent smartphones, although the industry is divided into "radical" and "conservative" development paths, facing challenges related to compliance, costs, and value [2][7]. Group 2: Competitive Landscape - Major companies like ByteDance are actively pursuing partnerships with leading hardware manufacturers such as Vivo, Lenovo, and Transsion for AI smartphone collaborations [5]. - The "Big Model Six Little Tigers," including Zhipu, have announced the open-sourcing of their core AI Agent model AutoGLM, which is expected to accelerate the development of AI Agent smartphones [6]. Group 3: Technical and Compliance Challenges - The successful mass production of AI Agent smartphones hinges on three critical factors: the computational power of mobile SoCs exceeding 40 TOPS, the production of RF amplifiers below 12nm, and the availability of 8GB LPDDR5X modules at around $70, which would lower BOM costs to below $320 [13]. - There are significant concerns regarding privacy and security, as the AI Agent's ability to operate across applications raises risks of unauthorized access and misuse, leading to some major apps blocking the Doubao AI smartphone [9][11]. Group 4: Market Dynamics - The smartphone market is currently experiencing stagnant growth, making AI Agent smartphones a key focus for companies seeking to innovate and capture new market opportunities [5]. - The development of AI Agent smartphones is seen as a potential "ticket" to a new era in mobile technology, with companies like Huawei integrating AI capabilities into their flagship devices [6][7].