理想状态下的AI手机，应该是底层硬件、操作系统与上层应用的无缝融合，带给用户如人类般思考 和行动的体验。但现实中，商业利益的互斥正在构筑更高的数字壁垒，这无疑割裂了用户体验。 未来的AI手机，到底会诞生在硅谷的聚光灯下，还是会孕育在 长三角或珠三角的实验室里？谁也不知道，但现在一定是创新 迸发的关键时刻。要实现这一愿景，需要国内软件大厂的进 取、国产硬件厂商的突围，更需要各方一起开放竞争、协同合 作。 作者： 陈白 封图：图虫创意 对中国手机厂商而言，即将到来的2026年，或许将成为智能手机普及以来最为艰难，却也最具决 定性的一年。 12月1日，字节跳动旗下的豆包宣布上线手机助手，试图重塑人机交互逻辑。这被视为软件厂商向 AI（人工智能）手机领域进军。AI手机是继智能机之后的又一次代际革命，这已是市场共识。但在 AI概念尚未完全落地之时，软硬件厂商围绕"入口"的争夺战已经提前打响。 AI的"iPhone时刻"未来会出现在软件公司还是在硬件厂商，现在谁也没有答案。 先来看硬件领域。在这个赛道上，中国手机厂商拥有不可忽视的比较优势。市场研究机构IDC数据 显示，2024年中国手机企业在全球的总出货量占比已超过半数 ...

Core Viewpoint - The collaboration between ZTE and Douyin on the Nubia M153 smartphone assistant has sparked discussions about the role of AI in the mobile industry, emphasizing that AI is a transformative force that addresses real user needs [1][4]. Group 1: Company Initiatives - ZTE's Nubia has been focusing on AI since 2017, aiming to make AI accessible to everyone, not just a select few [4]. - The partnership with Douyin is seen as a strategic move to enhance user experience through innovation, reflecting a commitment to open collaboration [4][5]. - The Nubia M153 smartphone is part of a broader strategy that includes the development of AI capabilities and a multi-model collaborative approach by 2025 [4]. Group 2: Industry Trends - The smartphone industry has not seen significant disruptive innovations for a long time, and the integration of AI is viewed as a necessary evolution [4]. - The collaboration is positioned as a response to the changing landscape of user expectations and technological advancements, with a focus on improving product experiences [4][5]. - The sentiment expressed by Douyin's executive highlights the belief that AI will play a crucial role in the future of technology and user engagement [1].

当前产业相关方关于"豆包手机"的系统安全、信息隐私&合规、生态主导权争夺、利益分配不明等方面 仍存在分歧与争议，虽然这一款搭载豆包手机助手的新机并不完美，但仍值得高度重视。参考汽车产 业，自动驾驶落地过程中面临了比当前AI手机更多的质疑和困难，但在远期光明前景驱动下已成为各 家车企核心战略投入方向；对于手机产业也有类似结论，AI手机有望为手机产业带来更广阔的发展空 间，同时也有可能改变商业模式、价值链以及生态格局，豆包的入局意味着各大手机厂商都必须进一步 加快拥抱AI的节奏以取得更有利的竞争态势。此外，中信证券认为"豆包+努比亚"的合作可类比汽车领 域"华为+赛力斯"的成功案例，大模型厂商有望为手机厂商提供更强大的大模型能力+生态助力，进而 加速能进一步优化消费者体验的AI手机爆款产品加速落地。 本文来自格隆汇专栏：中信证券研究 作者：徐涛 胡叶倩雯 夏胤磊 梁楠 AI手机是手机大厂高度重视的下一个重大变革，豆包等三方大模型厂商看重手机在端侧AI时代作为核 心硬件载体亦积极入局，2025年底豆包与努比亚联合发布搭载豆包手机助手的AI手机产品，具备系统 级智能体+高权限+跨应用执行能力，中信证券认为其重大意义可 ...

凤凰网科技讯12月9日抖音集团副总裁李亮转发倪飞回应豆包手机争议微博，并配文"AI带来的变革是真 实存在的，用户的需求也是真实存在的。豆包和中兴的探索是个开始，不论这次是不是会成功，但AI 一定是未来。" 此前倪飞发长文回应豆包手机相关问题，他表示，在手机行业缺乏颠覆式创新的背景下，AI手机是明 确的发展方向，努比亚选择以开放姿态与豆包手机助手合作，旨在提升用户体验。对于目前产品反馈的 问题，倪飞表示正与合作伙伴积极沟通解决。努比亚方面称未来将继续专注于用户体验相关的技术创 新，并与行业及用户共同推动"AI for All"进程。 ...

凤凰网科技讯 12月9日，努比亚总裁倪飞近日就公司新品"努比亚M153豆包手机助手技术预览版"回应 外界关注。倪飞表示，在手机行业缺乏颠覆式创新的背景下，AI手机是明确的发展方向，努比亚选择 以开放姿态与豆包手机助手合作，旨在提升用户体验。 倪飞提到，努比亚早在2017年就开始布局AI，并坚持"AI for All"理念，致力于将AI技术普及化。从首款 AI手机Z17到2025年多模型协同理念，再到与豆包手机助手合作的M153，努比亚称其近十年来持续推 进AI技术创新与全场景布局。 对于目前产品反馈的问题，倪飞表示正与合作伙伴积极沟通解决。努比亚方面称未来将继续专注于用户 体验相关的技术创新，并与行业及用户共同推动"AI for All"进程。 ...

Core Viewpoint - The iPhone Air, despite being marketed as the "thinnest iPhone" at 5.6mm thick and weighing 165g, has underperformed in the market since its launch on October 22, 2025, leading to the dismantling of several production lines by Apple suppliers [1][3]. Market Performance - The iPhone Air has not met sales expectations, with reports indicating that Apple suppliers have removed multiple production lines dedicated to this model [3][8]. - In contrast, the iPhone 17 series has performed exceptionally well, dominating sales rankings during the recent "Double 11" shopping festival, while the iPhone Air was notably absent from the top lists [3][6]. Consumer Preferences - The iPhone Air caters to a niche market that values lightweight design, but this demographic is not representative of the broader consumer base, which prioritizes features such as performance and battery life over thinness [3][6]. - The device's specifications, including a 3149mAh battery and single-camera setup, have been perceived as compromises, leading consumers to view the iPhone Air as a "downgraded" option compared to other flagship models [4][6]. Pricing and Competition - Priced at 7999 yuan, the iPhone Air is more expensive than many Android flagship models, yet offers less storage capacity than the iPhone 17, which is available at the same price point [7][8]. - The high-end smartphone segment has seen significant growth, with models priced above 6000 yuan accounting for 50% of sales, indicating that consumers are willing to pay for premium features rather than just a lightweight design [7][8]. Industry Response - The lack of consumer interest in lightweight models has prompted both Apple and Android manufacturers to reconsider their strategies, with reports of Android brands like Xiaomi, OPPO, and vivo canceling their lightweight projects [8][9]. - Analysts suggest that while there is a demand for thinner devices, it is not a primary concern compared to performance and battery life, leading to a reevaluation of the lightweight smartphone market [8][9]. Future Outlook - The iPhone Air may not be positioned for annual updates, indicating that Apple might not prioritize this model for mass production, but rather use it as a testbed for future innovations, such as foldable devices [9][10]. - The overall trend in the smartphone industry suggests that while lightweight designs are appealing, the focus will likely shift back to performance and advanced features, including AI capabilities, in future product developments [17][18].

Core Insights - The collaboration between Doubao and ZTE has led to the launch of the "Doubao Assistant" smartphone, which has sparked significant discussion in the tech community [1][3] - Following the release, several applications from Alibaba, including Taobao and Xianyu, have begun to block logins from the Doubao phone, indicating potential security concerns [1] - The Doubao team has acknowledged the need for regulatory adjustments regarding AI operations on smartphones, aiming to establish clearer guidelines for users [3] Group 1 - The "Doubao Assistant" smartphone sold out quickly after its release, with second-hand prices ranging from 4200 to 4999 yuan, exceeding the official price by 700 to 1500 yuan [3] - Users have reported that banking apps, such as those from Agricultural Bank and Construction Bank, have implemented security measures against AI and screen sharing, requiring users to disable the AI assistant to proceed [1] - The Doubao Assistant team clarified that the AI does not bypass security measures like password or facial recognition during banking operations, ensuring user authentication is still required [3] Group 2 - The Doubao Assistant's capabilities are being adjusted to comply with various application requirements, reflecting the need for a balanced approach to AI usage [3] - The gaming app "Honor of Kings" has also detected AI control, limiting its functionality to manual activation only, which highlights the challenges faced by AI integration in gaming [1]

Core Insights - The emergence of AI capabilities in mobile devices has raised significant privacy concerns, particularly highlighted by the recent controversy surrounding the Doubao mobile assistant, which was criticized for its potential to expose sensitive financial data through simple commands [1][2] - The incident serves as a reminder that the convenience offered by AI innovations should not come at the expense of privacy and compliance standards [1][3] Group 1: Privacy and Security Concerns - The integration of high-permission AI agents can easily bypass traditional security measures such as encryption and manual confirmations, leading to potential breaches of sensitive financial information [1] - The fundamental principles of data collection and transmission, such as "minimum necessity," "explicit authorization," and "full encryption," are at risk when AI tools can access and output private information with simple commands [1] Group 2: Regulatory and Industry Response - The ongoing debate between technological innovation and compliance standards is not new, and the current situation emphasizes the need for an upgraded security framework that involves collaboration among enterprises, regulators, and users [2] - Companies must adopt a proactive approach to governance, ensuring that AI innovations prioritize security alongside functionality, and establish dedicated oversight mechanisms for high-permission features [2] - Regulatory bodies need to clarify the boundaries for high-permission AI applications and enforce regulations to prevent misuse under the guise of innovation [2] Group 3: User Awareness and Responsibility - Users are encouraged to be vigilant regarding AI permissions, especially in financial contexts, and to manually confirm sensitive operations while reporting any anomalies [2] - The incident underscores the importance of understanding the trade-offs between granted permissions and the protections received, urging users to consider the implications of new AI functionalities [3]

Core Insights - The launch of Doubao AI phone has generated significant market interest, with resale prices on platforms like Xianyu reaching up to 8000 yuan, indicating a high demand similar to the iPhone 4 launch [1] - The Doubao AI phone features a high-permission agent that enables system-level AI capabilities, allowing users to perform complex tasks with simple commands [1] - The emergence of AI phones raises concerns about the future of traditional internet giants and apps, as predicted by Elon Musk, suggesting a potential shift in the mobile ecosystem [2] Group 1 - The Doubao AI phone's popularity validates the trend of integrating AI interactions in mobile devices, confirming the investments made by major manufacturers like Honor, Vivo, and OPPO in AI technology [4] - The rapid rise of the Doubao AI assistant serves as a significant turning point in the AI phone market, comparable to Mark Zuckerberg's appearance at the Oculus launch in 2016 [4] - Tencent's proactive measures against AI automation in apps like WeChat highlight the challenges AI phones face in gaining widespread acceptance [3][10] Group 2 - The current landscape of AI phones is divided into two factions: the radical revolutionaries, represented by Doubao, and the conservative preservationists, who advocate for a more gradual approach [8][12] - The fundamental logic of the mobile internet ecosystem is being challenged by system-level AI, which could disrupt traditional advertising and user engagement models [9][11] - The swift prohibition of AI operations by WeChat reflects the potential impact on daily active users (DAU) and monthly active users (MAU), which are crucial for advertising revenue [10] Group 3 - The Doubao AI phone's hardware capabilities are questioned, as ByteDance excels in software but lacks the hardware prowess of established players like Xiaomi and Honor [6][7] - The development of system-level AI requires a collaborative approach between software and hardware, which may be more effectively executed by traditional phone manufacturers [12][18] - The success of AI phones hinges not only on technology but also on the ability to create a supportive ecosystem that includes cooperation with major app developers [22][24] Group 4 - The AI phone market's growth could benefit existing manufacturers, as seen with the rise in stock prices for companies like ZTE following the Doubao AI phone's announcement [23] - Honor's strategic focus on AI integration and ecosystem development illustrates the competitive landscape among phone manufacturers in the AI space [22] - The challenges faced by Doubao AI phone in establishing a viable ecosystem echo historical precedents in the tech industry, where similar initiatives have struggled to gain traction [28]

作者 | 黄昱 编辑 | 张晓玲 十八年前，苹果凭借一款iPhone，将手机带入了一个由独立APP组成的智能时代，建立起了沿袭至今的"围墙花园"生态。十八年后，软件生态变革信号再次 响起，但这一次，战火的引燃者并非硬件巨头，而是试图改写软件秩序的新一代互联网大厂。 12月1日，字节跳动联合中兴通讯推出的"豆包手机"——nubia M153，在整个科技圈掀起了巨浪。这款在系统中深度嵌入豆包手机助手的手机，甫一问世， 便火到3万台首批备货被一抢而空。 与此同时，豆包挑动了整个移动互联网生态最敏感的神经。 豆包手机助手是一个拥有系统级权限、能模拟人类操作的"AI指挥官"，直接挑战了APP开发者作为"数据控制者"的传统地位，引爆了关于数据授权、隐私侵 犯和系统安全的激烈争议，也动摇了超级APP的商业生态和流量根基。 目前，微信、淘宝以及一些银行APP等都设置了"安全防火墙"，开启了对豆包手机助手的反制和围剿。 已将豆包推到国内AI原生应用第一位置的字节跳动，以"工程样机"的方式成功让更多人看到了AI Agent跨APP操作的能力，也宣告了下一代超级入口之争的 全面升级。 字节的进攻和腾讯的防守，好似多年前的头腾大战重 ...