Goldman Sachs: AI Hastens Integration into Consumer Devices, Spotlighting Doubao, Xiaomi, and Stepfun
2025-12-08 / Read about 0 minute
Author:小编   

According to Goldman Sachs' most recent research report, Doubao Mobile Assistant has forged a system - level partnership with smartphone OEM (Original Equipment Manufacturer) manufacturers. Alongside the newly launched input method product, ByteDance is stepping up its foray into mobile internet infrastructure and smartphone ecosystems.

Here, it's worth noting that in the context of the tech industry, OEM manufacturers are crucial as they produce devices based on the specifications and designs provided by other companies. ByteDance's move into this area shows its ambition to have a more comprehensive influence on the mobile internet landscape.

In the meantime, Goldman Sachs has drawn attention to Xiaomi's substantial investment in the graphical user interface (GUI) domain. It pointed out that Xiaomi's AI agent, Xiaomi Super Xiaoi, has attained a 71% penetration rate among the monthly active users (MAU) of Xiaomi smartphones.

In the realm of consumer electronics, a high penetration rate like this is a strong indicator of user acceptance and the effectiveness of the AI agent in integrating with the smartphone experience. It shows that Xiaomi's investment in GUI and AI is paying off in terms of user engagement.

Moreover, large - model vendor Stepfun recently made its GUI agent, Gelab, open - source. Gelab supports local deployment and has achieved state - of - the - art (SOTA) performance in multiple benchmark tests.

In the tech world, open - sourcing software is a common practice to encourage collaboration and innovation within the community. By making Gelab open - source, Stepfun is inviting other developers and companies to contribute to its improvement and potentially integrate it into their own products. The SOTA performance also positions Gelab as a leading solution in the market.

It has been reported that Stepfun previously teamed up with ZTE to develop a mobile assistant tailored for the elderly. It has also collaborated with manufacturers like Honor and OPPO on AI - powered smartphone features.

Collaborations like these are becoming increasingly common in the tech industry as companies look to leverage each other's strengths. For the elderly - focused mobile assistant, it shows a commitment to making technology more accessible to all age groups. And the partnerships with Honor and OPPO highlight the potential for AI to enhance various aspects of the smartphone user experience.