来源：环球时报 中国手机制造商正在进军欧洲市场。目前他们仍落后于苹果和三星，但在欧洲大陆的平均份额已在20% 左右，其中包括小米、真我、OPPO和荣耀等众多中国品牌。法国是欧洲的主要市场之一。小米品牌法 国负责人纪饶姆·筛纽表示："我们最初是通过西班牙进入欧洲的，从营销角度来看，法国一直是个非常 重要的市场，尤其是对于那些希望进入高端市场的品牌来说。" 市场研究机构弗雷斯特研究公司的分析师托马斯·侯森说："这些（中国）手机制造商正在押注那些对消 费者很重要的技术创新：拍照、电池寿命和快速充电，甚至不惜削减利润。"这些功能特别吸引法国年 轻消费者，他们收入不高，但又渴望拥有功能强大、颇具创新的智能手机。荣耀在今年3月的2025世界 移动通信大会上宣布，未来5年投入100亿美元，将AI技术深度融入智能手机。与苹果、三星或谷歌等 巨头相比，这笔钱并不算多，但将推动中国品牌持续向高端市场拓展。在侯森看来，"这与其说是主导 一项科技，不如说是展示存在感，从而可以围绕品牌创造叙事"。 品牌形象依然是中国手机的一个弱项，过去常被归入"低端品牌"。如今中国制造商选择了分头出击。比 如，BBK（步步高电子工业有限公司）相关的品 ...

Core Viewpoint - Sony Mobile has quietly exited the Chinese market, marking the end of its presence without any formal announcement or farewell [5][12][11]. Group 1: Market Performance - Sony Mobile's market share in China has dwindled to less than 0.1% in 2023, relegating it to the "others" category [12]. - The official WeChat account of Sony Xperia entered the cancellation process in early November, signaling the closure of its operations in China [5][12]. - The last update on Sony's official Weibo account was nine months ago, and the Chinese website has removed the mobile product category entirely [8][12]. Group 2: Historical Context - Sony Ericsson was once a leading player in the mobile phone market, achieving a peak sales figure of 103 million units in 2007, second only to Nokia and Samsung [17]. - The launch of the Xperia series in 2008 marked a shift, but subsequent models struggled due to delayed releases and quality issues [18][21]. - By 2014, Sony's global market share had plummeted to just 2%, unable to compete with emerging brands like Xiaomi and Huawei [23]. Group 3: Competitive Landscape - The rise of domestic brands offering high cost-performance ratios has overshadowed Sony's offerings, which failed to adapt to changing consumer preferences [28]. - Sony's focus on industrial design and high-end features did not resonate with Chinese consumers, who preferred more practical and localized options [27][28]. - The competitive landscape has shifted dramatically, with brands like Apple, Samsung, Huawei, Xiaomi, OPPO, and Vivo dominating the market [28]. Group 4: Broader Implications - The exit of Sony Mobile reflects a broader trend of Japanese companies struggling in the Chinese market, where local brands have gained significant ground [29]. - The decline of Sony Mobile symbolizes the end of an era for niche brands in the face of mass-market competition [35].

Core Insights - The establishment of the first national AI application pilot base for mobile terminals was announced during the Global Smart Machinery and Electronic Products Expo, aiming to enhance the digital and intelligent upgrade of the AI terminal industry in China [1][3] Group 1: AI Application Pilot Base - The AI application pilot base is constructed under the guidance of the National Development and Reform Commission and the Ministry of Industry and Information Technology, with collaboration between Shenzhen and Dongguan [1][3] - The base focuses on two main missions: "terminal innovation" and "manufacturing efficiency improvement," creating a layered capability foundation across five dimensions: computing power, data, models, AI application development tools, and security [3][6] Group 2: Industry Collaboration and Capabilities - The base has linked over 140 enterprises, serving as an empowerment platform for the smart terminal field in Shenzhen and an AI industry development platform in Dongguan [5] - China Unicom has contributed four key capabilities to the base, including access to vast network data, IoT module connectivity, simplified development through the intelligent platform, and extensive market access via its retail channels [5][6] Group 3: Technological Innovations and Applications - The base showcases innovations in AI-assisted structural design, PCB intelligent quoting, and flexible production, providing a full-service journey from design to mass production [8] - The exhibition highlighted AI applications in both production manufacturing and consumer terminals, demonstrating the transformative impact of AI technology on products like locks, glasses, headphones, PCs, and drones [8]

除苹果外，OPPO、vivo分别实现12%、8%的同比增 长，其他品牌阵营也有12%的涨幅，但华为、小米、荣 耀则因产品节奏、市场策略等因素销量下滑。 【天极网手机频道】根据Counterpoint Research的最新数据显示，双11周期(2025年10月20日起三周) 内，苹果在市场中的占比从2024年的19%上升至26%，同比销量增长37%。此次销量增长，iPhone 17系 列是主力，基础版机型在存储、光学系统等配置升级的前提下保持了与去年iPhone 16一样的售价，销 量同比翻倍;Pro及Pro Max机型也实现了增长，叠加双11期间300元的优惠，进一步吸引了消费者。 除苹果外，OPPO、vivo分别实现12%、8%的同比增长，其他品牌阵营也有12%的涨幅，但华为、 小米、荣耀则因产品节奏、市场策略等因素销量下滑。 Counterpoint指出，如果不看苹果的情况下，市场同比下降5%，反映出更为谨慎的消费者环境以及 Q4开局动力不足。今年不少消费者已在年初借助补贴提前购机。此外，各大智能手机品牌的战略重心 转向新推出的高端设备，虽然可能提高了平均售价，但也抑制了整体销量规模。 Counterp ...

Core Insights - The article discusses the recent adjustments made by Doubao Mobile Assistant, which will limit AI capabilities in certain scenarios, particularly in financial applications and competitive gaming, in response to public controversy [1][4] - Doubao Mobile Assistant, developed by ByteDance and ZTE, is integrated into the Nubia M153 smartphone, which has gained significant market attention and is priced at 3499 yuan, with secondary market prices exceeding 10,000 yuan [1][4] - The core innovation of Doubao Mobile Assistant lies in its ability to operate at the system level, allowing AI to perform complex tasks across different applications, which could redefine user interaction with mobile devices [4][5][6] Technical Aspects - Doubao Mobile Assistant is the first AI assistant to be integrated at the operating system level, enabling it to control the system and execute tasks across apps, which is a significant technological advancement [5][6] - The assistant relies heavily on "screen reading" technology, which monitors user interactions and simulates clicks, raising privacy concerns among users [6][8] - The AI's ability to perform tasks like price comparison and automated ordering is contingent on obtaining high-level permissions (INJECT_EVENTS) from the device manufacturer, which is a unique feature of this collaboration with ZTE [12][13] Market Dynamics - Other smartphone manufacturers, such as Huawei and Xiaomi, are also developing their AI assistants, but they do not face the same scrutiny regarding user data privacy as ByteDance does, which is perceived as having a more aggressive data monetization strategy [9][15] - The article highlights the skepticism users have towards Doubao's intentions, viewing it as a potential data harvesting mechanism rather than a genuine service [9][10] Ecosystem Challenges - The article points out that major apps like WeChat and Taobao are unlikely to open their interfaces for Doubao AI, which could hinder its functionality and user experience [11][12] - Following the launch of Doubao AI, several apps implemented security measures that restricted its access, indicating a defensive stance from established platforms against potential encroachment [11][12] Opportunities for Innovation - Doubao's attempt to address user pain points, such as intrusive ads and poor app navigation, presents a potential market opportunity if it can deliver a seamless user experience [16][17] - The introduction of the ANP (Agent Network Protocol) could serve as a breakthrough, allowing for standardized communication between different AI applications, which may facilitate interoperability and reduce privacy concerns [18][20][21] - The article suggests that Doubao should focus on refining its technology and privacy measures while seeking industry-wide collaboration to establish standards for AI integration [22]

Core Viewpoint - The collaboration between ByteDance and ZTE to launch the AI phone, featuring the Doubao assistant, has generated significant market excitement, pushing ZTE's stock to a halt on the A-share market and causing a nearly 14% surge in Hong Kong shares. However, the long-term impact on ZTE's market position remains uncertain as the smartphone industry is highly competitive and dynamic [1][3][10]. Group 1: Market Reaction and Initial Success - ZTE's stock surged due to the announcement of the AI phone, with trading volume exceeding 13.1 billion [1]. - The Doubao assistant represents ByteDance's first deep integration into smartphone capabilities, marking a potential shift in the Android ecosystem's power dynamics [1][10]. - The initial release of the Nubia M153, equipped with the Doubao assistant, sold out quickly, indicating strong consumer interest [1]. Group 2: Competitive Landscape - ZTE has struggled to maintain a competitive presence in the smartphone market over the past decade, with its Nubia brand not ranking among the top five smartphone manufacturers in China [16]. - The current top five smartphone manufacturers in China, according to IDC data, are Vivo, Apple, Huawei, Xiaomi, and Oppo/Glory, with ZTE's market share being less than 1% [16][17]. - ZTE lacks advantages in both offline and online sales channels, with major competitors dominating these markets [18]. Group 3: Product and Ecosystem Challenges - ZTE's product offerings have been criticized for lacking innovation and competitiveness, particularly in areas like imaging and system performance [19]. - The Doubao assistant may enhance ZTE's appeal, but it does not address the company's fundamental weaknesses in product capabilities and market positioning [25]. - The AI phone's success is contingent on ZTE's ability to leverage the Doubao assistant effectively, but the assistant is not exclusive to ZTE, as other manufacturers are also pursuing similar AI integrations [11][26]. Group 4: Long-term Viability and Strategic Positioning - The introduction of the Doubao assistant may create a temporary boost for ZTE, but the long-term sustainability of this advantage is questionable as the smartphone market evolves towards ecosystem-based competition [30][31]. - ZTE's lack of a clear brand position and ecosystem capabilities limits its ability to capitalize on the AI trend effectively [29][32]. - The competition for control over AI integration in smartphones is just beginning, with ZTE positioned as a minor player in this evolving landscape [31][33].

技术创新必须以尊重用户权益和遵守监管要求为前提。 时至今日，用户仍然不能使用谷歌自家的AI助手，调用谷歌邮箱发一封邮件。 豆包的方案术属于GUI Agent的技术路线，本身并不新奇。GUI Agent是一种基于多模态视觉模型驱动的人工智能系统，能够自动推理并执行图形用户界面 （GUI）交互，模拟人类用户的操作如点击、输入、拖拽等，以完成工作任务。 和不久前发布的豆包手机助手相比，谷歌的AI功能实在太过"落后"。毕竟在之前的用户实测里，它已经可以绕开APP界面，直接帮用户下单，还能自动回 复微信消息。 但这不意味着谷歌的技术不如豆包，毕竟AI背后不止有技术，还有用户的安全和企业的责任。过于激进的方案，往往难以推进。 12月5日，在经历微信、支付宝、淘宝、农业银行等多家APP的"拒绝登陆"之后，豆包手机助手发布关于调整AI操作手机能力的说明。 说明指出： 为了让技术发展、行业接受度和用户体验多方都能形成良性适配，我们计划在接下来的一段时间，在部分场景，对AI操作手机的能力做一些规范化调 整。具体包括，但不限于进一步限制金融类应用的使用：银行、互联网支付等金融场景，直接关联用户的资金安全，虽然手机助手在敏感操作时都 ...

以下文章来源于硬AI ，作者专注科技产研的 系统级记忆能力： 主流OEM厂商能够访问和存储用户全面的行为和偏好数据，这是训练和优化AI代理的关键。第三方AI在这方面处于天然劣势。 高盛12月4日发布的最新研报中分析认为，"豆包AI手机助手"标志着AI竞争进入到操作系统层面，然而，第三方AI代理在获取系统级权限、用户数据和跨应用连 接方面面临重重挑战，反而更加验证了小米等现有手机巨头长期竞争力的稳固性。 豆包AI来袭，但系统级集成面临三大挑战 根据报告，字节跳动于12月1日发布的"豆包AI手机助手"是一个系统级的图形用户界面（GUI）代理，它将豆包大模型深度集成到移动操作系统中，旨在实现屏 幕内容的视觉解读和跨应用的复杂任务操作，例如演示中的跨平台比价和自动领取优惠券。 报告显示，豆包已成为多家智能手机原始设备制造商（例如OPPO、vivo、荣耀）部署的热门大语言模型，5月份硬件AI助手在豆包上日均生成的token数达到 1.3万亿（占豆包总token消耗的8%）。 尽管技术上展示了潜力，但高盛指出，这类第三方AI代理要实现大规模应用，面临三大核心挑战： 系统级操作权限： AI代理需要获得读取屏幕内容、模拟用户 ...

然而，OPPO的这次进军被部分行业观察者认为，首要挑战是打破目前近乎垄断的市场格局。在该领域，大疆、影石创新和GoPro三家巨头合计占据了近80% 的市场份额，其中大疆的"Pocket"系列已成为口袋云台相机的代名词，建立了强大的品牌认知和技术壁垒。一位行业分析师指出，大疆凭借深厚的供应链整 合与成本控制能力，完全有实力发起价格战，后来者若无法做出显著差异化，极易陷入被动。 近日，据雷峰网·鲸犀报道，OPPO首席产品官、高级副总裁刘作虎将亲自带队Pocket手持智能影像设备项目。这被业内视为OPPO对年销量超千万台的移动 影像市场发起的正面进攻。 需要注意的是，这并非OPPO首次尝试跨界突破。此前在XR（扩展现实）、物联网乃至芯片等领域的探索，均未能形成规模化的市场成功。 沙利文全球智能手持影像设备市场发展白皮书显示，2024年，全球手持智能影像设备市场规模达428.0亿元。预计到2030年，全球手持智能影像设备市场规 模将达到799.3亿元，2020年至2030年复合年增长率（CAGR）高达15.9%，预计行业将进入高速增长期。同时，相比硬件净利润率常低于5%的手机行业，以 影石创新为例，其毛利率长期保持在 ...

12月5日消息，OPPO ColorOS 设计总监@ColorOS陈希 发微博评价淘宝闪购的安卓图标：总觉得淘宝闪 购的安卓图标改版应该跟iOS上的更新策略一样。主体是蓝色，底下那一小段是橙色，不然一下子用户 在桌面上找不着了。 12月5日上午消息，今日，据官方12月5日一早消息：即日起"饿了么"App在更新至最新版本后将全面焕 新为 "淘宝闪购"。 12月4日晚，有用户发现饿了么公众号名称已更新为"淘宝闪购"。此前，有部分用户也发现饿了么手机 App的图标、名称也已自动更新至"淘宝闪购"，从应用程序产品模块和使用功能来看，最新版APP暂无 调整，视觉元素更新为橙色。 在近期财报电话会上，阿里巴巴管理层也强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段 的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的 决心。 责任编辑：李思阳 12月5日消息，OPPO ColorOS 设计总监@ColorOS陈希 发微博评价淘宝闪购的安卓图标：总觉得淘宝闪 购的安卓图标改版应该跟iOS上的更新策略一样。主体是蓝色，底下那一小段是橙色，不然一下子用户 在桌面上找不着了。 12月5 ...