Core Viewpoint - The article discusses the implications of granting the INJECT_EVENTS permission to the "Doubao Assistant" on the Nubia M153 phone, highlighting potential security risks and the necessity of collaboration between AI developers and hardware manufacturers [1][2][3]. Group 1: Technical Aspects - The Nubia M153 has enabled the INJECT_EVENTS permission, allowing applications to simulate user input events, which is a high-risk permission in the Android system [2][3]. - This permission is typically reserved for system-level applications and requires the app to be signed with the manufacturer's system private key, making it a significant security concern if misused [3][6]. - Doubao Assistant's ability to operate like a native system component is contingent upon its collaboration with hardware manufacturers, which is essential for accessing such high-level permissions [3][4]. Group 2: Security Concerns - Granting INJECT_EVENTS permission to third-party applications could lead to severe security risks, such as unauthorized access to sensitive information like banking passwords [3][4]. - The article emphasizes the need for a dual authorization mechanism to ensure user safety when AI interacts with third-party applications [7]. - Experts express that while there are inherent risks, the collaboration between AI and hardware manufacturers can justify the need for such permissions in specific scenarios [4][7]. Group 3: Market Dynamics - The competition among mobile manufacturers, AI developers, and traditional app developers is characterized as a struggle for data access and user entry points [7]. - The current target audience for the Doubao Assistant is primarily developers, not ordinary consumers, indicating a niche market focus [8].

12 月 4 日消息，小米集团合伙人 / 总裁、手机部总裁、小米品牌总经理卢伟冰昨日在社交媒体发布了 答网友问第12集。 有网友提问：小米高管的身材管理都不错，是不是有指标？ 卢伟冰表示，上次在机场候机的时候，我做了50个俯卧撑。当然了不只是我，好几个身体的同学也都做 到了50个以上。不过我看评论区还有很多网友说我做的不太标准，看来我还要再练练。 谈到汽车出海的问题，卢伟冰表示，第一站欧洲市场是全球汽车最难的市场。我们希望在最难的市场立 足之后，再进入其他的市场。"这次出差我去了德国，感受非常的多。德国在汽车工业方面非常的成 熟，还有很多值得我们学习的地方。十点之后我也跟当地的同事们开了一个会，进一步会讨论接下来的 方向，大家期待的不会太晚。" 卢伟冰表示，上次在机场候机的时候，我做了50个俯卧撑。当然了不只是我，好几个身体的同学也都做 到了50个以上。不过我看评论区还有很多网友说我做的不太标准，看来我还要再练练。 谈到汽车出海的问题，卢伟冰表示，第一站欧洲市场是全球汽车最难的市场。我们希望在最难的市场立 足之后，再进入其他的市场。"这次出差我去了德国，感受非常的多。德国在汽车工业方面非常的成 熟，还有很多值 ...

卢伟冰表示，上次在机场候机的时候，我做了50个俯卧撑。当然了不只是我，好几个身体的同学也都做 到了50个以上。不过我看评论区还有很多网友说我做的不太标准，看来我还要再练练。 谈到汽车出海的问题，卢伟冰表示，第一站欧洲市场是全球汽车最难的市场。我们希望在最难的市场立 足之后，再进入其他的市场。"这次出差我去了德国，感受非常的多。德国在汽车工业方面非常的成 熟，还有很多值得我们学习的地方。十点之后我也跟当地的同事们开了一个会，进一步会讨论接下来的 方向，大家期待的不会太晚。" 此外，卢伟冰还回应了罗福莉加入小米及未来 AI 新战略相关问题。他表示，其实我们在前几个季度都 已经开始了在AI上的压强式投入。虽然现在我们不能透露太多，但是我们在AI大模型和应用方面的进 展远超预期。 "我们认为AI与物理世界的深度结合，是智能科技的下一代。小米也非常渴望人才，尊重人才，也希望 能够给优秀的人才提供好的发展平台。在这里也欢迎你一起加入小米，一起成长。"他说。 责任编辑：李思阳 12 月 4 日消息，小米集团合伙人 / 总裁、手机部总裁、小米品牌总经理卢伟冰昨日在社交媒体发布了 答网友问第12集。 12 月 4 日消息，小米 ...

Core Viewpoint - Xiaomi is focusing on expanding its automotive business into the challenging European market and is making significant investments in AI technology, with expectations of exceeding previous progress benchmarks [3][7]. Group 1: Automotive Expansion - Xiaomi's first target for its automotive expansion is the European market, recognized as the most difficult automotive market globally [3][6]. - The company aims to establish a foothold in Europe before entering other markets, indicating a strategic approach to market entry [3][6]. Group 2: AI Strategy - Xiaomi has been making substantial investments in AI over the past few quarters, with advancements in AI models and applications exceeding expectations [7]. - The company believes that the deep integration of AI with the physical world represents the next generation of smart technology [7]. - Xiaomi is actively seeking talented individuals to join its team, emphasizing the importance of providing a supportive development platform for exceptional talent [4][7].

Summary of Conference Call Notes Industry Overview - The AI mobile phone market is expected to show significant growth in the coming years, with notable attention on Apple's performance in the first half of 2026 and the releases from Google Open, OpenAI, and Apple Glasses in the second half of 2026 [2][10]. Key Points and Arguments AI Mobile Phone Market - ByteDance's collaboration with ZTE on AI mobile phones has shown good performance in user interface upgrades, but it faces limitations such as single-task flow and authorization issues that need to be addressed [1][5]. - The AI mobile phone market has exceeded expectations primarily due to previously low market expectations and a faster-than-anticipated release schedule [2]. Apple's AI Technology Development - Apple faces challenges in coordinating interests among mobile manufacturers, application developers, and model providers, which has slowed progress in API calls and data integration [3]. - Organizational restructuring at Apple may accelerate the implementation of AI technologies, with a significant upgrade to Siri expected in spring 2026, potentially shortening the user upgrade cycle [6][10]. - The rise in storage prices may impact consumer electronics sentiment but has limited effects on the supply chain, with high-end consumers more willing to accept additional costs due to computational power consumption [11][12]. Strategic Partnerships - Apple prioritizes ecosystem advantages when selecting AI partners, initially collaborating with ChatGPT and later with Gemini overseas, while shifting to Alibaba's Tongyi Qianwen in the domestic market [7][8]. - Alibaba's extensive ecosystem, including high-frequency applications like Taobao and Alipay, enhances user reliance on AI functionalities, making it a strategic choice for Apple [8]. ByteDance's Smart Phone Features - ByteDance's Doubao smartphone is an engineering prototype that allows for large model access in a screen-off scenario and can run background processes without affecting other applications [9]. - The Doubao smartphone offers a one-year free trial for all AI features, with potential future charges for AI functionality, indicating a market opportunity among high-end consumers who may accept additional fees [9]. Future Outlook - In 2026, companies like Apple are expected to benefit from their stability and long-term storage advantages, with investment opportunities arising from AI upgrades anticipated in March and April [6][10]. - Non-mobile hardware products, such as OpenAI's native AI hardware and Google's AR glasses, are expected to be significant in the second half of 2026, providing new growth points for the industry [10][13]. Additional Important Insights - The structural changes within Apple, including reporting adjustments for AI leadership, may enhance the speed of AI technology deployment [4]. - The market's response to AI glasses and other emerging hardware products will be crucial for investment strategies in the coming years, particularly in relation to OpenAI and Google's initiatives [13].

豆包助手在微信上的短暂尝试如闪电般照亮了行业深水区的暗礁。这部售价3499元却溢价千元的手机，成为了一个时代的测试机，测试技术的 边界，也测试商业的容忍度。 3日多位努比亚M153用户发现，当他们使用豆包手机助手操作涉及微信的任务时，微信会异常退出甚至无法登录。 微信方面回应称"可能是触发了安全风控"，而豆包则宣布其操作手机功能"目前不再支持操作微信"。 这场短暂而激烈的交锋，表面上是一场技术兼容性问题，实则揭开了AI手机时代生态控制权的边界之争。 Part.1 权限的诱惑与代价 豆包手机助手之所以能够实现"全网比价并下单"的炫酷演示，核心在于它获得了INJECT_EVENTS这一系统级权限。 这一权限允许应用模拟用户的点击、滑动等操作，在多应用间自动跳转，但在安卓生态中历来被视为"高危操作"。它打破了应用之间的沙盒隔离原则，使 得一个应用可以操纵其他应用。 虽然小米小爱、荣耀Yoyo等手机厂商的原生助手也拥有类似权限，但它们的使用范围通常被严格限制在自家生态内。 豆包的不同之处在于，它试图用这一权限调度整个移动互联网生态，包括微信这样的国民级应用。 冲突由此爆发，即豆包凭什么有权限重新划定边界？ Part. ...

此项强制安装令引发强烈争议。反对党国大党领袖马利卡琼・卡尔格（Mallikarjun Kharge）周二在 X 平台上发文称，此举将导致"窥探、监视、扫描和偷 窥"，并形容其"近乎独裁"。路透社消息人士称，苹果和三星计划不遵守该指令。 IT之家注意到，印度通信部当地时间周三在一份最新新闻声明中宣布："政府已决定不强制要求手机制造商进行预装。" IT之家 12 月 3 日消息，印度政府于当地时间周三撤销了一项强制智能手机制造商在新设备上预装国家网络安全应用的命令，此前该命令引来隐私倡导者和 全球科技公司的强烈不满。 据路透社周一报道，印度政府于 11 月 28 日私下通知包括苹果、三星和小米在内的公司，限期 90 天在新手机上预装一个无法删除的应用"Sanchar Saathi"， 旨在遏制网络诈骗。该命令要求企业确保该应用易于访问，并且"其功能不得被禁用或限制"。 此项强制安装令引发强烈争议。反对党国大党领袖马利卡琼・卡尔格（Mallikarjun Kharge）周二在 X 平台上发文称，此举将导致"窥探、监视、扫描和偷 窥"，并形容其"近乎独裁"。路透社消息人士称，苹果和三星计划不遵守该指令。 印度政府在声 ...

Group 1 - The global foldable smartphone shipment is expected to grow by 14% year-on-year in Q3 2025, reaching a historical high for the category, with foldable devices now accounting for 2.5% of global smartphone shipments [1] - The market expansion is driven by the Samsung Galaxy Z Fold7 and Huawei Mate series, with book-style models leading the growth, while clamshell models also perform well due to Samsung's refreshed product line and the strong performance of the Motorola Razr60 series [1] - Samsung's Galaxy Z series, particularly the Z Fold7, has significantly enhanced its appeal in the high-end market due to its thinner body, lighter weight, more durable hinge, and less visible crease, contributing to unexpected growth [1] Group 2 - The foldable smartphone market is projected to close 2025 with a stable growth rate of around 16% year-on-year, driven by high-end users' preference for larger screens and improved durability [4] - The market is expected to enter a significant expansion phase in 2026, with key drivers including enhanced durability, thinner and lighter designs, optimized hinge and panel structures, and richer AI-driven software experiences [4] - Apple is anticipated to enter the foldable market in the second half of 2026, leveraging its large iPhone user base to drive a new round of high-end product upgrades [4] Group 3 - The competition landscape is expected to change significantly with Apple's entry into the foldable market, prompting existing manufacturers to accelerate their technological advancements and product differentiation strategies [4] - A notable trend is the gradual move away from traditional book-style designs in foldable smartphones, with Huawei's early multi-fold solutions demonstrating engineering feasibility and Samsung's new tri-fold product marking a shift from concept to practical testing [4][5] - Samsung's first tri-fold model will have limited shipments, focusing on validating durability, hinge structure, and software optimization before larger-scale commercialization [5]

Omdia最新报告指，2025年第三季度，拉美地区智能手机市场同比增长1%，出货量达到3520万部，为自2015年第四季度以来最高季度出货水平。尽管经 济环境存在不确定性，但谨慎的库存管理和温和的消费需求，使主要厂商的出货量表现出韧性。 三星以1160万部、33%的市场份额排名第一，其低端A系列机型表现强劲，占其整体出货量的68%。 | | 11 75 | | | 1 | 最西哥 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 40 | Samsung | 37% | | 40 Samsung | 23% | | | | #1 4 Samsung | 35% | | #2 # | Motorola | 24% | | #2 4 Xiaomi | 18% | | | | #2 (+) HONOR | 21% | | #3 # | Xiaomi | 17% | | #3 4 Motorola | 13% | | | | #3 # Xiaomi | 14% | | #4 # | Apple | 7% ...

Core Insights - The global foldable smartphone shipment volume reached a record high in Q3 2025, with a year-on-year growth of 14%, driven primarily by the strong performance of Samsung's Galaxy Z7 series [4][5]. Market Performance - In Q3 2025, foldable smartphones accounted for 2.5% of global smartphone shipments, indicating a growing acceptance in the high-end market [5]. - The book-style foldable models led market expansion, supported by the launch of Samsung's Galaxy Z Fold7 and Huawei's Mate series [5]. - The clamshell foldable models also performed well, benefiting from Samsung's refreshed product line and the strong showing of Motorola's Razr 60 series [5]. Future Projections - The foldable smartphone market is expected to close 2025 with a year-on-year growth of around 16%, maintaining a stable growth trajectory [8]. - By 2026, the market is anticipated to enter a significant expansion phase, driven by improvements in durability, thinner and lighter designs, and enhanced AI-driven software experiences [8]. - Apple is expected to enter the foldable market in the second half of 2026, potentially triggering a new upgrade cycle among high-end users [8][9]. Competitive Landscape - The competition in the foldable smartphone market is set to intensify with Apple's entry, prompting existing manufacturers to accelerate their technological advancements and product differentiation strategies [8][10]. - Samsung's recent launch of the Galaxy Z TriFold is a strategic pilot aimed at solidifying its technological leadership before broader commercialization [9][10].