Group 1 - ByteDance is reportedly developing an AI phone called "Doubao," with ZTE as the ODM manufacturer, planned for internal testing by the end of this year or early next year, but the company has denied any plans to launch a phone product [2] - This is the third time in a year that ByteDance has been rumored to enter the mobile phone business, with previous denials regarding collaborations with Nubia and the hiring of former Honor CEO Zhao Ming [3] - ByteDance's hardware exploration dates back to the acquisition of Smartisan's team and patents in late 2018, leading to the establishment of the "New Stone Laboratory," which has since shifted focus to educational hardware after initial products underperformed [3] Group 2 - With the rise of generative AI technology, ByteDance is increasing its hardware efforts, focusing on partnerships and ecosystem empowerment rather than developing its own devices [4] - In 2024, ByteDance fully acquired headphone manufacturer Oladance and launched the AI-enabled smart headphones "Ola Friend," while also collaborating with Yingmu Technology for smart glasses [4] - ByteDance's current strategy indicates a preference for being an AI technology and service provider, embedding its capabilities into various hardware rather than manufacturing its own devices [4]

Group 1 - ByteDance has denied rumors regarding the development of its own smartphone, "Doubao," stating that there are no plans to launch a proprietary mobile product [1][3] - The company is focused on opening its AI capabilities to various hardware manufacturers, including smartphone makers, and will collaborate on complete solutions without developing its own mobile devices [1][3] - In 2019, ByteDance acquired partial patent rights from Smartisan Technology, which led to speculation about entering the smartphone market; however, the internal team responsible for hardware has since shifted focus to educational hardware [3] Group 2 - In 2021, the "New Stone Laboratory," which was exploring smartphone development, was merged into an education hardware team, ceasing the development of unrelated products like the Smartisan phone [3] - Similar rumors have surfaced multiple times in 2023, including claims of partnerships with Nubia for AI phones and the recruitment of former Honor CEO Zhao Ming, both of which were denied by ByteDance [3] - The Doubao large model, an important AI product of ByteDance, has over 160 million cumulative users as of 2024, with an average of 800,000 new downloads daily in November and nearly 9 million daily active users [3]

Core Viewpoint - The separation of Luo Yonghao and the Smartisan brand has led to divergent paths, with Luo facing legal and financial challenges while the Smartisan team, now under ByteDance, aims for a fresh start with new product launches and ambitions in the 5G market [1][2][19]. Group 1: Luo Yonghao's Challenges - Luo Yonghao has been placed on a "restriction on consumption" list by the court, leading to negative public perception and labeling him as a "debtor" [1][5]. - He has publicly acknowledged his financial struggles, stating he has repaid 300 million yuan over the past 10 months and is actively seeking ways to settle his debts [6][19]. - Despite the challenges, Luo remains in the public eye, with various offers from the cryptocurrency sector to support his financial recovery [6][19]. Group 2: Smartisan's New Direction - The Smartisan team launched the Smartisan Pro 3, their first product under ByteDance, marking a significant shift from the previous leadership of Luo Yonghao [1][3][12]. - The launch event lacked the excitement typically associated with Luo's presentations, indicating a change in brand perception and audience engagement [4][8][11]. - The new leadership under Wu Dezhou emphasizes a focus on integrating ByteDance's operational strengths into product development, aiming to enhance market competitiveness [16][15]. Group 3: Market Context and Future Prospects - The launch of the Smartisan Pro 3 coincided with the official rollout of 5G services in China, positioning the brand to capitalize on emerging market trends [3][17]. - The Smartisan team plans to introduce additional products, including educational smart hardware, and aims to be a key player in the 5G market [16][17]. - The competitive landscape for 5G smartphones is intensifying, with major players like Vivo and Huawei already establishing a strong presence [17].