ByteDance’s path back into phones is a partnership strategy, not a return as an independent handset maker. ZTE’s Nubia brand has commercialized the Doubao Phone Assistant in the Nubia NaviX Ultra, a device co-developed with ByteDance that went on sale in China on September 16, 2026. It starts at 5,999 yuan, or 5,499 yuan after subsidy.
22
Nubia calls it the world’s first mass-produced AI-agent smartphone. That description should be treated as marketing positioning rather than a universally settled industry first—especially because rival StepFun has made closely related claims for its STEPX Neo.
20
4
From the M153 experiment to a retail phone
The NaviX Ultra is the second act of Doubao’s phone-assistant effort. On December 1, 2025, the Doubao Phone Assistant technical preview debuted on the 3,499-yuan Nubia M153 engineering prototype. It was a limited device aimed at developers and enthusiasts, not a conventional mass-market launch.
35
44
Interest was immediate: the M153 sold out quickly, and resale listings climbed above its official price. One report cited unopened listings as high as 4,999 yuan, a 1,500-yuan premium; other reporting described substantially larger peaks later in the resale market. The varying figures reflect a volatile, thin secondhand market, but the core point is clear: demand for early access to a system-level AI agent was strong.
40
43
The appeal was more than a chatbot embedded in a phone. Doubao was designed to understand natural-language requests, inspect what was on screen, and carry out actions across apps—such as completing a multi-step request rather than merely explaining how to do it.
36
37
Why the first Doubao phone ran into trouble
That same capability created the M153’s central problem. Reporting said the assistant could simulate taps and other human-like interactions in third-party apps. This makes broad automation possible, but it can also bypass the normal boundaries that apps use to control access, confirm intent, and protect data.
37
41
Major services including WeChat and Taobao restricted the assistant’s access amid privacy, security, and authorization concerns.
39 The dispute illustrates an unavoidable challenge for phone agents: an assistant cannot reliably complete real-world tasks everywhere if the services involved do not accept its method of access.
Available reporting on the assistant’s security requirements says agents should work with third-party apps through standardized interfaces and obtain both app authorization and user authorization. It also says sensitive steps, including payments, should require users to complete the action manually.
41
What makes the NaviX Ultra an “AI-agent phone”
A typical AI phone adds features around an existing app-based interface: text summaries, image editing, translation, voice commands, or a chatbot. Nubia’s pitch for the NaviX Ultra is broader. The Doubao assistant is integrated at the system level and is intended to understand requests, execute tasks, retain information, and incorporate security controls.
20
29
In practice, the promised shift is from answering to acting. A user should be able to state an outcome, while the agent handles a sequence of steps across services and remembers useful preferences or context over time. Whether that experience works depends on the boundaries around it:
- Access: Which apps expose approved ways for the agent to act?
- Consent: When must the user approve an action, especially one involving money, messages, or sensitive data?
- Privacy: What screen, microphone, and account data is accessed, and how is it controlled?
- Reliability: Can the agent complete the task correctly rather than merely attempt it?
These questions matter more than the “AI agent” label. A phone agent becomes genuinely useful only when it can take meaningful actions with predictable results and clear user control.
Compliance cleared the way to commercialization
The NaviX Ultra received China network-access approval on September 1, moving the project beyond a technical-preview stage and toward commercial sale. TechNode described the approval as a step from preview to launch, while other reporting framed it as completion of the compliance path from large-model filing to terminal network access.
26
25
That milestone does not prove that cross-app agent workflows have been fully solved. It does show that Nubia and ByteDance were able to bring the product to market after the limitations exposed by the M153 experiment.
How StepFun’s STEPX Neo compares
StepFun announced a parallel vision on July 13, 2026: the STEPX hardware brand, Step AOS agent-native operating system, Amoo personal agent, and the STEPX Neo phone. The company’s premise resembles Nubia and Doubao’s: make an agent—not an app launcher—the main layer through which a person gets things done on a phone.
5
4
StepFun says Amoo can coordinate multi-step tasks, while Step AOS is designed to expose device and service capabilities to the agent rather than treat AI as an app layered over a conventional interface.
2
8
The difference is commercial maturity. Subsequent reporting has not verified a dedicated official product page with confirmed retail availability, price, specifications, supported services, or launch plans for STEPX Neo. That is reason to describe it as unconfirmed or early-stage, not as a cancelled product.
1
9
The larger race: model makers versus the app-centric phone
The NaviX Ultra shows where the AI-phone race is heading. Model providers want a privileged system-level role, while handset makers want a differentiator beyond processors and cameras. Their shared ambition is a device that knows a user’s preferences and can turn a request into completed work.
Doubao’s M153 preview proved that people are curious about that idea. Its app-access backlash showed why the idea is difficult. With the NaviX Ultra now on sale, the next measure of success will not be the strength of a launch claim—it will be whether Doubao can deliver dependable, permissioned automation that users, app platforms, and regulators can all accept.
22
39
41