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Second-Generation Doubao AI Agent Phone Set for WAIC Debut: Nubia and ByteDance

Nubia and ByteDance will unveil the second-generation Doubao AI agent smartphone at the 2026 World Artificial Intelligence Conference in Shanghai. The device is the world's first mass-produced AI agent phone, capable of autonomously executing complex cross-app tasks through natural language commands.

Published

Nubia, a ZTE subsidiary, and ByteDance have confirmed the second-generation Doubao AI agent smartphone will debut at the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai from July 17-20. The device is positioned as the world's first mass-produced AI agent smartphone.

Unlike traditional voice assistants, the phone features system-level GUI agent technology that visually understands on-screen buttons, text, and icons, enabling it to simulate human taps and swipes to complete complex multi-app tasks. Users issue natural language commands like "book the cheapest flight to Beijing," and the phone autonomously opens apps, searches, compares prices, fills in passenger details, and completes the transaction.

The device features a blue back panel with a silver metal frame and a distinctive orange AI button on the side. Pre-stocked quantities range from 80,000 to 100,000 units for the initial launch, with a first production run totaling 500,000 units — far exceeding the previous generation.

The first-generation Nubia M153 "Doubao phone" sold 30,000 units in a single day in December 2025 but was blocked by WeChat and Alipay for simulating user clicks. The second-generation device reportedly uses MCP and A2A protocol-based agent interaction, eliminating screen recognition and simulated clicks to bypass platform security restrictions.

Supply chain partners include Sunny Optical for camera modules, Goodix for under-display fingerprint and audio, and Maxic for wireless charging chips. On July 10, related A-share concept stocks rallied sharply, reflecting investor optimism about edge AI hardware prospects.

With Huawei's Pangu model, Xiaomi's on-device AI, and Oppo's AI partnerships already in play, China's smartphone market competition has shifted from hardware specs to AI capabilities. ByteDance, with its hundreds-of-millions-user Doubao AI assistant, enters this hardware race with a unique ecosystem advantage.

Why it matters

The Doubao AI agent phone marks the transition of AI smartphones from concept to mass production, making on-device AI capability the defining competitive axis in China's smartphone market for the second half of 2026.

NubiaByteDanceDoubaoAI Agent SmartphoneWAIC
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