CES看风向，深圳看灵魂。 拉斯维加斯的内华达沙漠，此刻正被名为 CES 2026的科技飓风席卷 。 在这场全球科技的顶级秀场中，中国企业以占据展商总数四分之一的规模化存在 感，释放出一个比技术本身更重要的信号： AI硬件已正式跨越噱头、玩具的鸿沟，进化为具备独立思考能力的"端侧智能体"。 但如果你认为这股创新的源头只在大洋彼岸，那就错了。 就 在 1月8日，一些人的目光从拉斯维加斯拉向深圳，在阿里云举办的 "阿里云通义智能硬件展" 现场，2 20多家参展企业、1500多件展品，值得玩味的 是，其中有200余款展品正是此刻CES展台上的同款"全球首发"。 这种规模化的存在感，更折射出中国硬件产业跨越了单纯的 "代工厂"阶段，开始向全球输出源源不断的创新方案。智能硬件的底层逻辑正在重构，以往那 些依赖网络连接的受控设备，正演变为具备独立思考能力的端侧智能体。AI摆脱了发布会PPT上那种可有可无的边缘地位，它们扎根于硬件内部，化身为驱 动设备核心能力与体验的动力引擎，CES负责展示趋势，而深圳现场则负责让这些趋势规模化落地。 在这场集体转身的背后，阿里云扮演了一个既 "克制"又"野心勃勃"的角色。在通义大模型的加 ...

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].

Core Viewpoint - OPPO is intensifying its focus on AI by restructuring its AI center and consolidating key AI-related services into a single project called "Super Xiaobu" [2]. Group 1: Organizational Changes - OPPO has completed a new organizational structure adjustment for its AI center, merging three core services: Xiaobu Memory, Xiaobu Assistant, and Xiaobu Suggestions into "Super Xiaobu" [2]. - The newly formed Smart Product R&D Department will oversee the development of "Super Xiaobu," led by Jiang Yuchen, who was previously in charge of Xiaobu Memory [2]. - This restructuring reflects OPPO's strategic approach to unify AI capabilities, contrasting with other brands that are still competing for dominance between AI and operating systems [2]. Group 2: AI Center Development - The AI center was established in January 2024, integrating various AI-related fields from within the company, including digital engineering and software engineering [2]. - Over the past two years, the AI center has successfully delivered products such as the integration of Xiaobu Assistant with DeepSeek and the development of one-click memory capabilities [2]. Group 3: Future Prospects - Jiang Yuchen has recently founded a startup called Wave Intelligent, focusing on long-text generation for novel writing, which OPPO plans to acquire in October 2024 [3]. - In a recent interview, Jiang mentioned that the AI technology used in the Doubao phone serves as a fallback solution for OPPO to cover long-tail scenarios, indicating a preference for an Agent to Agent approach for ecosystem interconnectivity [3].

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 - OPPO and Ant Group have signed a strategic cooperation agreement to collaborate in various fields including AI, service ecosystems, near-field interaction, healthcare, and insurance [1] Group 1: AI and Technology Collaboration - The partnership aims to advance the multi-end intelligent agent collaboration solution, Agent Hub Access (AHA), which was showcased at the 2025 OPPO Developer Conference [1] - The AHA solution is designed to enable efficient collaboration between OPPO's system-level AI and Alipay's agents, covering smart service scenarios such as transportation, government services, healthcare, logistics, food delivery, and utility payments [1] Group 2: New Features and Services - A new feature, "Alipay Tap to Send Red Envelopes," will be launched by the end of October, marking the first implementation of this function in domestic smartphones [1] - OPPO Wallet will collaborate with Ant Insurance to cover various insurance types, including auto insurance and accident insurance [1] Group 3: Healthcare Initiatives - The two companies will enhance their collaboration in healthcare services, promoting the popularization and service upgrade of AI health applications [1] Group 4: Strategic Importance - OPPO's Senior Vice President and Chief Product Officer, Liu Zuohua, stated that the cooperation aims to explore multi-agent collaboration in vertical fields and to jointly create industry-leading AI technology solutions [1] - This partnership is viewed as a significant practice in AI ecosystem development between terminal manufacturers and internet service platforms [1]

Core Insights - OPPO unveiled its new AI strategy and the ColorOS 16 operating system at the OPPO Developer Conference on October 15, focusing on new computing, perception, and ecosystem development [1] Group 1: AI Strategy and Features - OPPO's AI strategy emphasizes on-device computing, the PersonaX memory symbiosis engine, and the Agent Matrix intelligent ecosystem framework to create a personalized AI operating system called AIOS [1] - ColorOS 16 aims to enhance user experience by deeply understanding user habits and providing personalized services, with a focus on smooth performance across all scenarios and devices [1] Group 2: AI Applications and Innovations - The upgraded AI One-Click Flash Note feature in ColorOS 16 allows effective extraction and saving of text and images from long content, as well as summarizing long videos into structured AI chapter summaries [2] - The AI One-Click Flash Note can also record spontaneous ideas through voice interaction and automatically upload codes like meal orders and coupons to the cloud [2] Group 3: Memory and Assistant Features - ColorOS 16 integrates the Xiaobu memory system for intelligent services, including memory search, Q&A, and recommendations based on user habits, enhancing personalized user experiences [3] - The upgraded Xiaobu assistant supports continuous real-world dialogue, allowing users to interrupt and ask questions even in noisy environments, utilizing voice recognition technology [3] Group 4: Additional AI Enhancements - The AI recording feature now supports real-time role-based transcription and AI summarization, along with automatic title extraction for audio files [4] - ColorOS 16 will begin internal testing on October 15 and will first be available on the OPPO Find X9 series and OnePlus 15, with a formal release scheduled for November [4]

Core Insights - OPPO officially launched the new operating system ColorOS 16 and announced its AI strategic layout during the ColorOS 16 launch event in Shenzhen [1] - The new system will first be available on devices including OPPO Find X9 series, OnePlus 15, OnePlus Ace 6, and OPPO Pad 5 [1] System Performance - ColorOS 16 features three core technology engines: the Aurora Engine for seamless architecture, the Tidal Engine for a 37% improvement in system reloading smoothness and a 13% reduction in power consumption, and the Starry Compiler for flagship-level performance on mid-range devices [1] AI Features - The upgraded "One-Click Flash Memory" function can intelligently recognize complex images and long video content, enhancing daily usage efficiency [2] - The Xiao Bu assistant now includes multi-modal perception capabilities and the new "AI Real Scene Dialogue" feature utilizes voiceprint recognition for real-time information retrieval [2] Design Aspects - ColorOS 16 incorporates the "Light Field Design" concept, integrating real light and shadow effects into the interface, and supports dynamic depth effects for wallpapers [2] Ecosystem Connectivity - The system enhances cross-platform experiences by fully integrating with the Apple Watch ecosystem, allowing features like fluid cloud and memo usage on Apple devices [2] Developer Support - OPPO introduced the "Privacy Security Smart Protection System" to optimize permission management and reduce development costs, along with the "One-Click Going Global" service to help developers reach 108 countries [3]

Core Insights - The article discusses the "AI Application Industry Monthly Report" for August 2025, highlighting the growth and challenges within the AI application landscape, driven by government initiatives and user engagement metrics [3][4][7]. Group 1: Industry Overview - The "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" was released by the State Council, outlining milestones for 2027, 2030, and 2035, focusing on enhancing foundational model capabilities and data supply innovation [4][7]. - As of August 2025, the user base for native apps in the internet and AI technology sector reached 277 million, while In-App AI users totaled 622 million, indicating a combined AI application user base of 645 million [4][22]. Group 2: User Engagement and Growth Metrics - The top 50 AI applications by monthly active users show that In-App AI applications dominate with 29 entries, followed by PC web applications (9), mobile AI assistants (6), native apps (5), and PC client applications (1) [4][28]. - The leading AI search engine and comprehensive assistant applications have user bases of 672 million and 651 million, respectively, with AI information retrieval emerging as a significant growth area, showing a 39% month-over-month increase [4][26][38]. Group 3: Competitive Landscape - The competitive landscape reveals that while major applications continue to grow, long-tail applications (under 100,000 users) are struggling, with an average month-over-month decline of 6.7% [5][37]. - Mobile AI assistants from manufacturers like OPPO, Xiaomi, and Huawei hold significant market shares, with user engagement rates varying, where Xiaomi's assistant shows a 37.7% active user rate due to its integration with smart home devices [5][58]. Group 4: Application Categories and Challenges - The report categorizes AI applications into five main types, each facing unique challenges: native apps are stable but long-tail applications struggle; In-App AI applications show a clear divide between top and bottom performers; and PC applications are experiencing traffic declines [5][35][46]. - The AI search sector is characterized by a "function easy to popularize, habit hard to cultivate" dilemma, with only three of the top ten search applications achieving over 10% usage [67][69]. Group 5: Future Directions - The future focus for mobile AI assistants is shifting towards enhancing user experience and retention, with a growing emphasis on intelligent data management and personalized services [57][60]. - The integration of AI search with service offerings is becoming a consensus, with the need to stimulate user search behavior being critical for commercial success [73][75].

Core Insights - The AI application market is rapidly evolving, with a significant increase in user engagement across various segments, leading to the formation of four distinct tiers of applications [1][12][19]. Group 1: Market Overview - As of June 2025, the first tier includes AI search engines and comprehensive assistants, with monthly active users (MAU) reaching 685 million and 612 million respectively [1]. - The second tier consists of AI social interaction and professional advisors, with MAUs of 126 million and 111 million [1]. - The third tier includes AI efficiency tools and image processing applications, with MAUs of 69 million and 49 million [1]. - The fourth tier encompasses AI creative design, copywriting, and educational applications, each around 20 million MAUs [1]. Group 2: User Engagement Trends - The "In-App AI" model has seen a user base of 630 million, while native apps have 570 million users, and PC web applications have 180 million users, indicating a shift towards mobile and integrated solutions [1][9]. - The growth of application plugins reflects users' preference for seamless AI experiences, with notable usage rates for Baidu AI and Quark AI search at 9.6% and 56.0% respectively [2][19]. Group 3: Competitive Landscape - The market is witnessing a dual oligopoly, where the combination of "search + service" is reshaping traffic entry points, leading to service integration and the development of intelligent agents [12][24]. - The majority of PC web players are facing decline, with 80% of them having user counts below 500,000 and 68.8% experiencing negative growth [2][31]. Group 4: Application Performance - Among software service providers, the photography and beautification sector is rapidly adopting AI plugins, driven by the "aesthetic economy" [14]. - As of June 2025, the average app with AI integration has 2.1 AI applications, with photography apps averaging 5.5 AI features [15][27]. Group 5: Future Outlook - The integration of AI into mobile applications is expected to enhance user engagement, with a focus on system-level integration capabilities [9][49]. - The competition will hinge on becoming the "only option" in users' minds or embedding deeply into essential workflows, with model iteration speed and ecosystem integration being critical factors for success [56].

Core Viewpoint - Apple's Q3 FY2025 earnings report exceeded Wall Street expectations, showing a revenue of $94.04 billion, a 10% year-over-year increase, marking the strongest quarterly growth since December 2021 [1] Group 1: Financial Performance - Apple's total revenue for Q3 FY2025 reached $94.04 billion, significantly higher than the market expectation of $89.53 billion [1] - Despite the strong earnings, Apple's stock price has dropped approximately 17% this year, making it one of the worst performers among major tech companies [1] - Analysts still maintain a "moderate buy" rating for Apple, with the stock trading at about 28 times expected earnings, higher than peers like Alphabet and Meta [1] Group 2: AI Concerns - There are growing concerns about Apple's position in the AI sector, especially as competitors like Meta and Microsoft ramp up their AI investments and strategies [2][3] - Four key AI developers at Apple recently left for Meta, which is investing heavily in AI infrastructure, indicating potential talent loss for Apple [1][2] - Apple's AI capabilities are perceived as lagging behind competitors, with its AI model relying on 30 billion parameters compared to competitors' trillion-parameter models [3] Group 3: Strategic Developments - Apple prefers internal development over acquisitions, which may hinder its AI advancements [4] - The company has not announced any significant AI strategy this year, while competitors have clearly defined their AI directions [4] - Apple plans to launch its first foldable iPhone, expected to generate up to $65 billion in sales, as a strategy to regain market share, particularly in China [4][5] Group 4: Market Position and Future Outlook - Despite current challenges, Apple remains a high-quality tech giant with stable cash flow and a strong ecosystem, holding $133 billion in cash as of June [6] - CEO Tim Cook emphasized the importance of AI, indicating that Apple will accelerate its AI initiatives moving forward [6]