Core Viewpoint - OPPO's ultimate goal is to develop an AI operating system (AIOS), which is a primary reason for moving away from the Doubao phone collaboration [1][2]. Group 1: OPPO's Strategy and AIOS Development - OPPO maintains a flexible stance regarding collaboration with Doubao, indicating that the decision is based on finding suitable opportunities rather than outright rejection [2]. - The focus is on a user-centric approach, emphasizing the importance of user experience in the development of AI technologies [3]. - OPPO's AI strategy is characterized by the integration of various AI functionalities into a cohesive system, referred to as "Agent to Agent," which aims to enhance user interaction and data privacy [4][5]. Group 2: Collaboration and Technological Framework - OPPO is collaborating with Alipay to establish a standardized framework for sharing user context securely, known as the "Agent Matrix protocol" [10]. - The choice of the Agent to Agent model over GUI Agent is driven by the need for stability and quality assurance, given OPPO's large user base of over 750 million monthly active users [5][9]. - OPPO's approach is to be agile, allowing for rapid adaptation to new technologies while ensuring quality and user satisfaction [6][19]. Group 3: User Experience and Memory Function - The "Memory Symbiosis Engine" is a key technology that enables OPPO to provide personalized services while ensuring user privacy [15]. - OPPO aims to evolve its AI capabilities gradually, focusing on user needs and pain points, with features like automatic bookkeeping and collection being introduced in future updates [16][18]. - The goal is to transform the user experience from occasional AI assistance to a more integrated and continuous support system throughout the user's journey with the device [17]. Group 4: Market Position and Future Outlook - OPPO recognizes the importance of understanding user needs and adapting to market changes, emphasizing that the success of AI phones will depend on their ability to meet evolving consumer expectations [21][22]. - The company is committed to making AI a more integral part of daily user interactions, with ongoing improvements to features that enhance usability and provide tangible benefits [22].

作者 | 黄昱 编辑 | 王小娟 在AI手机战火打响近两年后，各大手机厂商并未推出真正能重塑人机交互方式的手机。 最近，作为互联网巨头的字节，通过"豆包手机"入局，让更多人直观看到了AI Agent操作手机的能力，很快大模型"六小虎"之一的智谱开源了 AutoGLM项目，并打出了"让每一台手机都能成为AI手机"的旗号。 AI手机战火升级，要想守住端侧AI这一超级入口，手机厂商们必须尽快拿出更有竞争力的产品，来抢夺用户的AI手机心智。 华尔街见闻获悉，最近，OPPO对AI中心完成新一轮组织架构调整，原小布记忆、小布助手、小布建议等核心业务将整合为"超级小布"，由新成立 的智慧产品研发部统一负责。OPPO ColorOS 智慧产品研发总监姜昱辰负责"超级小布"的打造。 有OPPO内部人士告诉华尔街见闻，此番调整旨在整合资源以强化AI系统级体验。 OPPO如今对系统级AI能力的重视毋庸置疑。 去年初，OPPO CEO陈明永曾发布内部信称，AI手机将成为继功能机、智能手机之后的第三阶段。通过AI，可以把手机的体验重新做一遍，OPPO 已做好充分准备，并专门成立了AI中心，将资源向AI集中。 在此背景下，这两年来，OP ...

11月27-28日，被誉为"年度科技与商业风向标"的36氪WISE2025商业之王大会，在北京798艺术区传导空间落地。 今年的WISE不再是一场传统意义上的行业峰会，而是一次以"科技爽文短剧"为载体的沉浸式体验。从AI重塑硬件边界，到具身智能叩响真实世界的大门； 从出海浪潮中的品牌全球化，到传统行业装上"赛博义肢"——我们还原的不仅是趋势，更是在捕捉在无数次商业实践中磨炼出的真知。 我们将在接下来的内容中，逐帧拆解这些"爽剧"背后的真实逻辑，一起看尽2025年商业的"风景独好"。 28日，创维集团CTO、酷开科技CEO王志国发表主题为《从个体幸福到全域共振的AI探索》的演讲。 创维集团CTO、酷开科技CEO王志国 以下为演讲内容，经36氪整理编辑： 大家好！我是创维集团CTO、也是酷开科技的CEO。不过这个CEO的身份，可能到明年年中就会有变化了。说实话，CEO这份工作中，我最不愿意做的一件 事是管理，最喜欢做的事情是技术。尤其是AI时代到来之后，我越发觉得，以往在管理工作中遇到的各类问题，如今都可以借助AI大模型来解决。 而这些，正是我接下来要讲的两个AIOS能够落地的核心前提，Happy Life AI ...

Group 1 - ByteDance and ZTE have launched an AI phone priced at 3499 yuan, featuring ByteDance's self-developed large model Agent service [1][21] - The phone integrates the Doubao mobile assistant technology, developed in collaboration with phone manufacturers at the operating system level [1][21] - ByteDance's primary focus is not on the AI phone itself but on the underlying AIOS software ecosystem [1][21] Group 2 - A new company named Zhiyue Qianli, established in August 2023, is gaining attention for its focus on AIOS [2][8] - Zhiyue Qianli is closely related to the Geely group, with key figures like Guo Jianguo involved in its establishment and management [3][22] - The company aims to reshape human-computer interaction and build an ecosystem for the AI terminal era [26][30] Group 3 - Zhiyue Qianli plans to develop both AI models and hardware products, including phones and XR glasses, distinguishing its strategy from ByteDance's [9][25] - The company has rapidly grown to nearly 200 employees within its first month, attracting talent from major tech firms like Huawei and Xiaomi [14][30] - The focus on AI terminals is expanding beyond traditional devices, potentially integrating into smart vehicles as central systems for human-machine collaboration [20][35] Group 4 - The concept of AI terminals is evolving, encompassing not just hardware but also software and new interaction models, breaking existing product definitions and competition logic [16][32] - Consumer-grade AI terminals are forming intelligent closed loops, with AI phones, PCs, and tablets becoming key entry points for connecting model capabilities with daily life [17][33] - The integration of AI terminals with smart cockpit technology is becoming a consensus in the automotive industry, aligning with strategies from major players like Huawei and Xiaomi [20][36]

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].

Core Insights - The article discusses the performance and features of the latest standard version smartphones from various brands, highlighting a collective lack of excitement compared to previous years [1] - The standard versions are priced around 4500 yuan, making careful selection essential for consumers [1] Group 1: Smartphone Comparisons - The four main standard models compared are Xiaomi 17, vivo X300, OPPO Find X9, and Honor Magic 8, each showcasing unique features and specifications [1][4] - Xiaomi 17 and Honor Magic 8 utilize the Qualcomm Snapdragon 8 Elite Gen 5 processor, while OPPO Find X9 and vivo X300 use MediaTek's Dimensity 9500 [4] - Performance benchmarks show that the Dimensity 9500 lags behind Snapdragon 8 Elite Gen 5 in CPU single-core and multi-core scores, but GPU capabilities are comparable [5] Group 2: Design and Usability - The smartphones are categorized into two size groups: 6.3-inch models (Xiaomi 17 and vivo X300) and 6.6-inch models (OPPO Find X9 and Honor Magic 8), with the smaller models offering better handling but compromising on battery life [4][11] - The design of vivo X300 has evolved positively, featuring a clever slope design that minimizes the camera module's visual impact [8][10] - Xiaomi 17 is noted for its excellent hand feel, weighing 191 grams and featuring a smooth transition in its design [11] Group 3: Battery and Performance - The battery capacity of vivo X300 is 6040mAh, the smallest among the four, while Xiaomi 17 boasts a 7000mAh battery, providing longer daily usage [11] - Both Xiaomi 17 and vivo X300 face challenges with screen brightness in outdoor conditions, affecting usability [12] Group 4: Software and AI Features - The software experience varies, with Xiaomi's 澎湃 OS 3 showing significant improvements in fluidity and animation compared to previous versions [24][26] - OPPO's ColorOS 16 is praised for its usability and fluidity, while Honor's MagicOS 10 has some usability issues that detract from the overall experience [30][31] Group 5: Camera and Imaging Capabilities - vivo X300 features a 200MP main camera, providing superior detail and image quality compared to its competitors [50] - OPPO Find X9 excels in low-light photography, balancing brightness and detail effectively [52] - Xiaomi 17's camera performance is described as decent but struggles with high dynamic range situations [73] Group 6: Market Positioning and Consumer Insights - The article suggests that the standard versions of smartphones should provide a flagship experience without being perceived as "cut-down" versions [87] - The target demographic for standard versions includes new university students and young professionals seeking value without excessive costs [87]

Financial Performance - The company achieved a revenue of 1.848 billion CNY in the recent quarter, representing a growth of 42.87% year-on-year [4] - Net profit attributable to shareholders reached 70.568 million CNY, an increase of 48.26% compared to the previous year [4] - For the first three quarters, total revenue was 5.148 billion CNY, up 39.34% year-on-year, with net profit of 229 million CNY, reflecting a growth of 50.72% [4] Product and Technology Development - The company is focusing on AI integration across various sectors, including smartphones, smart vehicles, and smart hardware, with a goal to transition from traditional operating systems to AI-based operating systems (AIOS) [4] - AIOS is designed to revolutionize the OS landscape by integrating traditional interfaces with AI capabilities, enabling new forms of interaction such as generative UI and multi-modal experiences [4] - The company is actively developing AIOS for automotive applications, exemplified by the launch of the Drip OS platform in collaboration with Geely at the IAA Mobility 2025 [4][6] AIOS Strategy and Implementation - AIOS is structured into four levels: M1 (prototype), M2 (small-scale), M3 (expandable), and M4 (mass production), with a focus on effective AI strategy execution [5] - The Drip AIOS leverages Qualcomm's Snapdragon Ride platform, achieving real-time operation of 7B large models in vehicles, enhancing the AI cockpit experience [5][6] - The company is expanding its AIOS applications to include AI glasses and other IoT devices, aiming for a comprehensive AI ecosystem [5] Market Expansion and Collaboration - The company is enhancing its overseas automotive ecosystem, facilitating the entry of foreign brands into China and integrating with local middleware and software ecosystems [5][7] - Strategic partnerships with chip manufacturers like Qualcomm and NVIDIA are pivotal for the development of AIOS and related technologies [6][9] - The company is also collaborating with major AI model firms to optimize applications in smart automotive environments, enhancing user experience through advanced AI interactions [8][9] Future Outlook - The company anticipates continued growth in its smart software and AI sectors, driven by advancements in AI mobile technology and heterogeneous computing [8] - The focus will remain on building a robust AI ecosystem that supports smart homes and AI hardware, ultimately aiming for a fully interconnected AI environment [8][10] - The company is committed to maintaining a strong global presence with R&D teams across 16 countries, ensuring responsiveness to local market needs [10]

Summary of the Conference Call for Zhongke Chuangda Industry and Company Overview - The conference call pertains to Zhongke Chuangda, a company focused on AI operating systems (AIOS) and solutions in the automotive sector, among other areas [2][3][4]. Key Financial Performance - For the first three quarters of 2025, Zhongke Chuangda reported revenue of 5.148 billion CNY, a year-on-year increase of 39.34% [2][3]. - The net profit attributable to shareholders was 229 million CNY, reflecting a growth of 50.72% year-on-year [2][3]. - In Q3 2025 alone, the company achieved revenue of 1.848 billion CNY, up 42.87% year-on-year, with a net profit of 70.568 million CNY, marking a 48.26% increase [3]. Strategic Focus and R&D Investments - The company is concentrating on the development and implementation of AIOS, integrating Enjoy OS with Linux OS to create AI native systems [2][4][6]. - AIOS products are designed to revolutionize operating systems with features like generative UI and multi-modal interactions [4]. - Zhongke Chuangda is enhancing its ecosystem, particularly in the automotive sector, to support Chinese enterprises in expanding overseas [2][8]. Automotive Sector Developments - The company has launched the Drip AIOS platform in the automotive field, with the first mass-produced model released in September 2025 [6][10]. - Zhongke Chuangda's automotive business is growing steadily, covering major global car manufacturers and introducing AI Box products based on NVIDIA Drive AGX chips, offering up to 200 TOPS of AI computing power [5][12]. - The company aims to address AI computing bottlenecks and enhance user interaction through cloud and vehicle integration [12]. Global Expansion and Ecosystem Building - The rapid growth of overseas business is attributed to advancements in IoT, smart automotive, and intelligent software sectors [5][11]. - Zhongke Chuangda has established R&D centers in 16 countries, focusing on providing end-to-end services and expanding its global footprint [12]. - The company is also exploring new business models to improve overall efficiency and effectiveness [9]. Collaborations and Partnerships - The company maintains close collaboration with Qualcomm, focusing on driving platforms and cockpit integration, with significant developments on the Qualcomm 8,797 platform [10]. - Partnerships with NVIDIA for Robot Taxi and cockpit solutions have led to the launch of new products, showcasing the company's commitment to innovation in AI and automotive technology [15]. Future Outlook - Zhongke Chuangda expresses confidence in the rapid development of the AI industry and plans to continue strengthening its global strategy and product offerings [12][16]. - The company anticipates sustained growth in its automotive business and is committed to integrating AI capabilities across various platforms and applications [12][13]. Additional Insights - The company is not directly developing autonomous driving algorithms but focuses on cockpit operating systems and related solutions, collaborating with third-party algorithm providers [13]. - Future product developments based on Qualcomm's latest chips are expected, although specific details are not yet disclosed [14].

Core Viewpoint - The iQOO15 smartphone has been officially launched, featuring the new AIOS-OriginOS6.0 and the fifth-generation Snapdragon 8 Supreme processor, along with enhanced gaming capabilities through a dedicated Wi-Fi gaming signal chip [1] Group 1 - The iQOO15 is the first device to utilize the AIOS-OriginOS6.0 [1] - It is powered by the fifth-generation Snapdragon 8 Supreme processor, indicating a focus on high performance [1] - The device includes a single-layer VC thermal plate, which suggests improvements in heat dissipation during intensive use [1] - A new Wi-Fi gaming signal chip has been added, enhancing the device's gaming performance [1]

Core Insights - OPPO officially launched ColorOS 16 at the 2025 OPPO Developer Conference, emphasizing a new AI strategy aimed at creating a symbiotic smart system with users and leading the personalized AI operating system (AIOS) concept [1][2] - The new ColorOS 16 introduces advanced technologies such as the Aurora Engine, Tidal Engine, and Star Compiler, enhancing system performance and user experience [1][2] Group 1: ColorOS 16 Features - The Aurora Engine offers the first seamless architecture in Android, ensuring smooth performance across all scenarios [2] - The Tidal Engine features industry-first chip-level dynamic frame tracking technology, improving system load smoothness by 37% while reducing power consumption by 13% [2] - The Star Compiler enables a complete compilation chain from Java to dedicated hardware, enhancing performance even on mainstream devices [2] Group 2: OPPO AI Strategy - OPPO's new AI strategy is built on three pillars: On-Device Compute for intelligent computing, PersonaX for user-centered memory, and Agent Matrix for cross-device collaboration [2][3] - On-Device Compute achieves peak inference performance of 300 tokens/s and supports a context length of 128k, ensuring secure and efficient AI operations on mobile devices [3] - PersonaX enables deep understanding of user behavior through pervasive sensing, creating a "smart AI" that remembers user preferences [3] Group 3: Privacy and Developer Support - OPPO introduced the "OPPO Privacy Security Protection System," enhancing user privacy management and providing developers with comprehensive support for growth [4] - The platform will allow individual developers to upload applications, promoting innovation and equal growth opportunities [4] - OPPO's open platform facilitates global expansion for developers, enabling applications to reach 108 countries with a single deployment [4]