Physix Frontier · News Briefing Card (TMTPost · Oct 16, 2026)

Doubao Phone SAEP Notice Period Ends, 155 Apps Reject AI Operation

KEY FACTS

The 30-day public notice period for the Doubao phone assistant ended on October 14, with 155 apps declaring they will refuse AI operation.
The rejection list includes WeChat, Taobao, Alipay, Meituan, as well as apps like DeepSeek and Kimi.
The second-generation phone NaviX Ultra switched to protocol integration plus simulated clicks as a fallback, replacing the first generation's brute-force approach.
StepFun's STEPX Neo preview version only calls apps' open interfaces and has already partnered with nearly 100 companies.
JD.com reservations for the second-generation phone exceeded 380,000, and Nubia said first-sale revenue broke 100 million yuan in one second.

KEY DATA

155Number of rejecting apps

30 daysNotice period duration

3499 yuanFirst-gen engineering phone M153 price

Over 380,000Second-gen phone JD.com reservations

PHYSIX OBSERVATION

Doubao Phone changed AI operation from brute-force intrusion to public notice first, then knocking on the door, yet 155 apps still refused, showing that entry points and data ownership are platform bottom lines that cannot be settled through revenue sharing. ByteDance wants to use the phone to gain default distribution rights, but Douyin's own advertising model could also be disrupted by AI proxy selection. In the short term, AI assistants can only bypass core apps to build incremental scenarios, and industry rules remain to be established.

Source: TMTPost report