Cathay Pacific Haitong: Doubao Releases AI Mobile Assistant Preview, End-side Hardware Ecosystem Expected to Accelerate Rise

The Zhitong Finance App learned that Cathay Pacific Haitong released a research report saying that Doubao released a preview version of the AI mobile assistant. As a system-level agent, it can execute complex instructions to achieve a complete closed loop from information search to information processing to cross-application communication. The era of AI phones is coming, and at the same time, a richer end-side hardware ecosystem is rising at an accelerated pace.

Cathay Pacific Haitong's main views are as follows:

Doubao released a preview version of the AI mobile assistant. As a system-level agent, it can execute complex instructions to achieve a complete closed loop from information search to information processing to cross-application communication.

Doubao Mobile Assistant has achieved deep integration with the operating system. It has higher system privileges than a single app, and can use underlying hardware capabilities and system services. Instead of clicking an icon to enter, users can directly wake up via the sidebar, physical keys, or voice, covering any interface anytime, anywhere. At the same time, Doubao Mobile Assistant runs without interrupting the app process currently in progress. Doubao Assistant can “understand” the user's current screen content and conduct conversations or actions based on this (such as generating responses and assisting users in processing WeChat friend requests).

At the same time, Doubao Assistant can recognize UI elements on the screen and simulate manual operations such as clicking, sliding, and typing to achieve complex cross-application tasks; such as helping users compare prices and place orders on multiple shopping platforms; making travel guides abroad, searching for strategies on Xiaohongshu and marking the results on a map or purchasing software to buy tickets, and finally organizing plans and sending them to designated WeChat friends.

The era of comprehensive AI phones is coming, and Douban provides brands with AI equality and the opportunity to overtake corners.

Doubao said it does not make mobile phone hardware, but instead cooperates with mobile phone brand manufacturers at the operating system level to form a “model company provides AI brains+mobile phone manufacturers provide hardware carriers” business model. For mid-range and low-end mobile phones, especially for companies that are difficult to invest a lot of money to develop large models, connecting to Doubao Assistant allows users to have a better AI experience and strengthen the competitiveness of brands in the AI era.

A richer end-side hardware ecosystem is rising at an accelerated pace.

Doubao's powerful real-time voice, multi-modality, and proxy capabilities provide true usability for devices with no screen or small screen end side (such as AI glasses, TWS headsets, AI Pin, etc.). These devices can be deeply integrated with the mobile phone operating system through Doubao Assistant to perform complex tasks and enrich the user experience. The end-side hardware ecosystem is expected to explode rapidly.

Risk warning: Uncertainty in trade frictions between China and the US; progress in new product development falls short of expectations