Core Viewpoint - The first "Doubao Assistant" phone developed by ZTE and ByteDance has sold out, with second-hand prices on platforms like Xianyu ranging from 4200 to 4999 yuan, exceeding the official price by 700 to 1500 yuan [3][6]. Group 1: Product Development and Sales - The "Doubao Assistant" phone is a collaboration where Doubao leads the AI assistant product definition and experience, while ZTE's Nubia handles hardware development and manufacturing [3]. - Nubia has not disclosed sales data yet, indicating that the initial release was limited [3]. - The official website shows that the phone is not completely out of stock, as developers can apply for an F code to purchase it [3]. Group 2: Software Updates and Future Plans - Nubia plans to maintain a software update frequency of approximately every two weeks until the end of Q1 2026 [4]. - Doubao is exploring partnerships with multiple phone manufacturers but does not have plans to develop its own phone [4]. Group 3: Industry Competition and Collaboration - Major domestic phone manufacturers currently do not have similar collaboration plans with Doubao, although they have existing partnerships with other AI service providers [5]. - The integration of voice assistants into operating systems represents a significant control over ecosystem traffic and future service business models for phone manufacturers [7]. - Doubao's strategy of partnering with smaller manufacturers may allow it greater control over model development, similar to Huawei's "Smart Selection Car" model [8].

但从记者了解到的手机厂商信息来看，国内头部手机厂商中暂时没有与上述模式相同的合作计划。 12月2日，根据中兴商城显示，目前首款"豆包助手"手机已显示"售罄"，闲鱼上该款手机二手售价4200元到4999元之间，比官方售价高出700元到1500元上 下。 "豆包助手"手机由中兴通讯和字节跳动共同开发，其中豆包主导AI手机助手的产品定义与体验，中兴通讯旗下努比亚主导硬件研发设计以及生产制造。 对于备货和销量数据，努比亚方面对第一财经记者表示，"目前暂时没有销量数据，因为是第一款，少量对外发售。" 从官网发售信息来看，记者注意到，目前并不是"完全无货"状态，相关开发者可填写预约信息申请F码，获得F码后按提示购买。此外，根据官网信息，上述 工程机可作为主力机日常使用，但软件方面尚无法保证成熟手机产品的功能完善度，比如影像功能完善度与市场主流旗舰机可能存在差距等。 中兴商城官网显示已经售罄 "nubia M153的软件，将在发售起至2026年第一季度末保持每两周左右（除节假日）一次的更新频率，此后的更新频率将届时告知。"努比亚称。 值得注意的是，目前努比亚并不是"豆包手机"的唯一合作方。字节方面称，豆包目前正在与多家手机 ...

目前并无更多头部手机厂商表示已和"豆包手机"展开相关合作。 12月2日，根据中兴商城显示，目前首款"豆包助手"手机已显示"售罄"，闲鱼上该款手机二手售价4200元到4999元之间，比官方售价高出700元到1500元上 下。 "豆包助手"手机由中兴通讯和字节跳动共同开发，其中豆包主导AI手机助手的产品定义与体验，中兴通讯旗下努比亚主导硬件研发设计以及生产制造。 对于备货和销量数据，努比亚方面对第一财经记者表示，"目前暂时没有销量数据，因为是第一款，少量对外发售。" 从官网发售信息来看，记者注意到，目前并不是"完全无货"状态，相关开发者可填写预约信息申请F码，获得F码后按提示购买。此外，根据官网信息，上述 工程机可作为主力机日常使用，但软件方面尚无法保证成熟手机产品的功能完善度，比如影像功能完善度与市场主流旗舰机可能存在差距等。 上述人士表示，此前业内和火山引擎、豆包的合作一直在进行。"像我们用阿里通义、豆包的方案，也用DeepSeek，因为每个模型擅长处理的任务有侧 重。"上述内部人士说。 从业内的实际情况来看，目前头部手机厂商均有各自的语音助手，并构建了以自家语音助手为核心的服务生态闭环。比如苹果的Siri、 ...

过去数据在云端和端侧处理问题一直是争议点，现在大模型介入更深后，情况变得更为复杂。 12月1日，A股AI手机概念股走强。截至当天收盘，据Wind数据，AI手机指数（884895.W）涨2.71%，贝隆精密（301567.SZ）涨20%，中兴通讯 （000063.SZ）涨10%，传音控股（688036.SH）涨9.41%。 消息面上，字节跳动确认正在与多家手机厂商展开洽谈，并再次表示"没有自研手机计划"。 从当前公布的合作中，中兴通讯旗下努比亚手机已经开始相关工程样机的版本测试。中兴通讯在官微上表示，搭载豆包手机助手技术预览版的工程样机努比 亚M153少量发售。而在此之前，豆包曾多次辟谣与中兴共同开发手机产品。 根据中兴商城公布的价格，上述手机起售价为3499元。 "看上去有点像华为的智选车模式，豆包掌握了手机的模型能力开发主导权，中兴提供硬件方面的工程能力。"一不愿意具名的手机厂商对记者表示，目前各 大手机厂商和大模型厂商在AI能力调用上的关系很微妙，涉及的隐私、数据以及读屏权责问题也将随着合作的加深而变得复杂，是个老难题了。 "挤入"语音助手赛道 尽管多次强调"没有自研手机计划"，但贴有"豆包"标签的手机部 ...

Core Viewpoint - The article highlights Samsung's advancements in AI technology through its Galaxy Z Fold7 and Z Flip7 devices, emphasizing the integration of AI features that enhance user experience and productivity in the smartphone market. Group 1: AI Technology and User Engagement - Samsung has evolved its Galaxy AI from a basic offering to a more robust platform, with 47% of surveyed users relying on AI features daily, and over 70% of Galaxy S25 users frequently utilizing Galaxy AI [1] - Among Galaxy S25 users, 50% use AI as a productivity tool, while 40% leverage it for creative purposes, indicating strong user engagement with AI functionalities [1] Group 2: Samsung One UI 8 Enhancements - The new Samsung One UI 8 is optimized for foldable devices, allowing users to switch application windows and adjust layouts for efficient multitasking on the Galaxy Z Fold7 [2] - Features like smart drag-and-drop and automatic content categorization enhance user interaction, making it easier to manage tasks and information [2][3] Group 3: Real-time Information and Performance Optimization - Instant briefing and real-time window features on the Galaxy Z Fold7 allow users to access important information without unfolding the device, improving convenience [3] - The system optimizes battery performance by freezing unused applications and managing power consumption during sleep, extending device longevity [3] Group 4: Multi-modal AI Capabilities - The integration of multi-modal AI in the Galaxy Z Fold7 enhances user experiences in searching, creating, and communicating, with Bixby providing comprehensive support for various tasks [5] - New AI features include problem-solving for K12 subjects and continuous translation capabilities, making the device versatile for educational and practical uses [7] Group 5: Creative Tools and Meeting Assistance - The Galaxy Z Fold7 offers advanced content creation tools, such as generative editing and audio noise reduction, which assist users in producing high-quality media [7] - The newly introduced teleprompter function aids users in delivering presentations smoothly, enhancing the device's utility for professional settings [9] Group 6: Galaxy Watch8 Series - The Galaxy Watch8 series complements the Galaxy ecosystem with advanced health tracking features and a comfortable design, promoting a healthier lifestyle for users [10] - The integration of Samsung BioActive sensors provides real-time health insights, encouraging users to adopt better health habits [10]

Group 1 - Perplexity AI, backed by Nvidia, is challenging Google's search dominance through its Comet browser, which integrates AI features and aims to change user habits by becoming the default browser on smartphones [1][2] - The Comet browser currently allows desktop users to query personal data using natural language and perform tasks like scheduling meetings and summarizing web pages [1] - Google Chrome holds approximately 70% of the mobile browser market share, while Apple Safari and Samsung Browser together account for 24% [1] Group 2 - Perplexity AI has raised $500 million this year, achieving a valuation of $14 billion, with investors including Accel, Nvidia, Jeff Bezos, and former Google CEO Eric Schmidt [2] - The company is in discussions with Samsung and exploring potential collaboration with Apple to integrate AI search functionalities into device assistants like Siri or Bixby [2] - The competition in AI-driven browsers is intensifying, with Perplexity aiming to redefine user interaction by deeply integrating generative AI with user data, moving beyond traditional search methods [2]

Core Insights - The integration of AI technology into smart terminals is transforming user experiences, with a focus on image generation and multimodal interaction as key competitive differentiators in the industry [1][5][6] - Samsung and Volcano Engine are collaborating to enhance AI visual capabilities and optimize multimodal assistants, aiming to innovate user interaction experiences [1][3] Group 1: AI Visual Capabilities - The "Smart Drawing Portrait" feature was jointly launched by Samsung and Volcano Engine in July 2024, enhancing AI content service capabilities [1] - The "Drawing Assistant" app, introduced in February 2024, utilizes stylized image processing technology to expand users' creative possibilities [1][2] Group 2: User Empowerment in Creation - The emergence of AI-generated images is lowering the barriers to creation, shifting users from "viewers" to "creators" [2] - The "Drawing Assistant" app supports various functionalities, allowing users to create images through simple doodles or text descriptions, thus providing professional-level post-creation capabilities [2] Group 3: Enhanced Interaction Experience - The collaboration between Samsung and Volcano Engine has led to the introduction of the "Bixby" voice assistant, which enhances AI content services by providing timely and accurate information based on user queries [3] - The integration of AI technologies allows smart terminals to serve as both creative canvases and intelligent partners, significantly enriching user experiences [5][6] Group 4: Market Position and Future Outlook - Volcano Engine holds a 46.4% market share in China's public cloud model service call volume, leading the industry [6] - The expectation is for Volcano Engine to drive the evolution of smart terminals from "AI assistance" to "AI co-creation," enhancing user interaction and creativity [6]

Core Viewpoint - Samsung Electronics is nearing a comprehensive agreement to invest in Perplexity AI, aiming to integrate the startup's search technology into its device ecosystem, potentially reducing reliance on Google's services [1][2]. Group 1: Investment and Partnership - Samsung plans to pre-install the Perplexity application and assistant on its new devices, integrating the search functionality into its web browser [1]. - The collaboration may lead to Samsung becoming a major investor in Perplexity's upcoming funding round, which is reportedly seeking $500 million at a valuation of $14 billion [1]. - The integration plan is expected to be announced as early as 2025, with the goal of making it the default assistant option for the Galaxy S26 series in the first half of 2026 [1]. Group 2: Competitive Landscape - The partnership could help Samsung reduce its dependence on Alphabet's Google, similar to Apple's strategy of collaborating with multiple AI developers [1]. - Apple has also shown interest in partnering with Perplexity, considering it as a potential alternative to Google Search and for replacing ChatGPT integration in Siri [2]. - The impact of the collaboration between Perplexity and Samsung on the competitive dynamics with Apple remains unclear [3].

Core Viewpoint - The Samsung S25 series is set to initiate a significant shift towards AI integration in smartphones, enhancing user interaction and experience in daily life [3][23]. Group 1: AI Integration and Features - The S25 series builds on Samsung's previous advancements in AI, particularly with the introduction of Galaxy AI, which enhances user interaction through multi-modal capabilities [5][8]. - Bixby now features multi-modal perception, allowing it to understand images, documents, and voice commands, providing a more comprehensive interaction experience [8][9]. - The S25 series includes a customized Snapdragon 8 Gen 2 mobile platform, strengthening its AI capabilities [6]. Group 2: User Experience Enhancements - Bixby's cross-application execution capability simplifies user tasks by allowing seamless interaction between different apps, such as setting alarms based on weather data [11]. - The intelligent drag-and-drop feature enables users to easily share information across applications, enhancing efficiency [13]. - Real-time window functionality allows users to control key applications directly from the lock screen, improving accessibility [17]. Group 3: Advancements in Mobile Imaging - The S25 series introduces an enhanced AI super-visual engine for intelligent optimization of photography, enabling users to capture professional-quality images [20]. - The device supports 10-bit HDR video recording, significantly improving color richness compared to previous models [22]. - AI features like audio eraser enhance video quality by removing background noise, catering to content creators [22]. Group 4: Market Context and Future Outlook - The AI smartphone market is expected to grow significantly, with predictions of a 73.1% increase in GenAI smartphones by 2025, reaching 405 million units [28]. - Samsung's early entry into the AI smartphone market with Galaxy AI has positioned it favorably against competitors like Apple and Huawei [28][29]. - The S25 series exemplifies a shift from traditional smartphones to AI-driven devices, promising a transformative user experience [29].