Goldman Sachs: AI and consumer terminals are accelerating integration, with a focus on Doubao, Xiaomi, and Leapmotor

Goldman Sachs' latest research report points out that Doubao Mobile Assistant has achieved system-level integration through cooperation with smartphone OEC manufacturers, combined with the recent input method product released by Doubao, reflecting ByteDance's intention to expand into mobile internet infrastructure and the smartphone ecosystem. At the same time, Goldman Sachs noted that Xiaomi has made significant investments in GUI, with its AI smart assistant, Super Xiao Ai, achieving a penetration rate of 71% among Xiaomi smartphone MAUs. In addition, Goldman Sachs mentioned that the large model manufacturer Jieyue Xingchen recently open-sourced the GUI intelligent assistant Gelab, which can be deployed locally and has achieved SOTA (state-of-the-art) in multiple benchmark tests. It is understood that this company has previously collaborated with ZTE to develop a mobile assistant for the elderly and has engaged in AI mobile function collaborations with manufacturers such as Honor and OPPO