Can Doubao’s Second AI Phone Avoid Becoming Just Another Smartphone?
Summary
Nubia’s NaviX Ultra, described as the second Doubao AI phone, received its network access license on September 1 and is planned for sale in September. It enters a crowded flagship-phone release cycle, while its main uncertainty lies in whether its AI experience remains distinctive after moving toward mass production. The first Doubao phone drew attention by using a GUI agent to read screens, identify controls, and execute multi-step actions inside third-party apps. The second generation adds an independent AI button, multi-task queuing, active memory, and more complex semantic understanding, but it will rely more heavily on MCP and A2A protocol calls. That change could improve speed, reliability, account-risk handling, and portability across devices, but it also means Doubao can call only the capabilities that apps choose to expose. ByteDance has not disclosed the full list of external super-app integrations, leaving access to scenarios such as WeChat, Taobao, and Alipay unresolved. The article cites tests showing that current phone agents often struggle with long or multi-condition tasks: one test of seven phones reported a 20% overall success rate across 70 real tasks, while another GUI-model evaluation reached 62% for the strongest model across 350 tasks. It argues that Doubao will likely need a hybrid route, using MCP and A2A for frequent standardized tasks and GUI automation for lower-risk long-tail cases, linked by better planning and memory. The phone is also positioned as a production testbed for ByteDance’s consumer services, AI office strategy, on-device memory, system interaction, and possible replication through more OEM partners. Mass production solves distribution, but the product must still prove that it can complete tasks more reliably and distinctively than other AI phones.