Chinese Tech Companies Bet on AI Agents to Redefine Smartphone Future

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Key Takeaways

  • Chinese smartphone makers and AI firms are racing to launch “agentic” AI phones that can interpret user intent, break requests into steps, and orchestrate actions across multiple services.
  • StepFun’s StepX Neo showcased an AI agent (Amoo) that linked EV‑charging and coffee‑delivery tasks based on stored preferences and integrated with Alipay, Trip.com, Didi, and Meituan.
  • Nubia’s NaviX Ultra claims to be the world’s first mass‑produced AI agent phone, built around ByteDance’s Doubao assistant, though pricing and launch dates remain undisclosed.
  • Honor’s RobotPhone adds a mechanical gimbal‑enabled camera that can track users and respond to music, signaling a shift from touch‑centric to intention‑driven interaction.
  • Industry leaders stress that truly agentic operating systems require an open ecosystem and shared standards, as no single company can control all the third‑party services needed for real‑world task completion.

Setting the Stage at WAIC 2026
At the World Artificial Intelligence Conference (WAIC) in Shanghai, domestic players ranging from AI startups to established handset vendors unveiled prototypes that promise to turn smartphones into proactive personal agents. The atmosphere buzzed with demonstrations where a simple voice request triggered a cascade of actions—locating the nearest EV charger, scheduling a coffee delivery, or arranging a business trip—all without the user having to hop between apps. As one StepFun staffer put it, “We asked the phone to find the nearest EV charging station and have his usual coffee delivered to his home when the charging session was nearly done.” The phone responded within seconds, generating two service cards that reflected the user’s preferences and timing constraints.


StepFun’s StepX Neo: Linking Charging and Coffee
StepFun, a Tencent‑backed AI startup valued at roughly $10 billion, highlighted its StepX Neo smartphone and the built‑in AI agent named Amoo. According to the company, Amoo treats related requests as a single workflow: it selects a charging station based on the driver’s vehicle model, preferred charging speed, usual charging time, and real‑time charger availability, then uses the user’s favorite coffee brand, typical order, and home address to time the delivery for when charging is almost complete. “The coffee card displayed an expected delivery time after the order was placed, leaving final confirmation with the user,” the report noted, though it remained unclear whether the phone actually secured a charging reservation. Beyond personal errands, StepFun demonstrated how Amoo could assist with workplace tasks and travel planning, leveraging Step AOS—an Android‑compatible operating system designed for AI agents—integrated with Alipay, Trip.com, Didi Chuxing, and Meituan for payments, bookings, ride‑hailing, and food delivery.


Nubia’s NaviX Ultra: Claiming the First Mass‑Produced Agent Phone
Nubia took a different tack, presenting the NaviX Ultra as “the world’s first mass‑produced AI agent phone.” The device’s agent architecture rests on Doubao, ByteDance’s widely used AI assistant that also powers TikTok’s recommendation engine. Nubia claims the NaviX Ultra lets users manage schedules, search for information, and control multiple apps through voice or text commands. Although the latest model was not available for hands‑on testing at WAIC, a prior prototype shown in December 2025 already handled natural‑language requests such as planning trips, booking tickets, and reserving hotels. Nubia has yet to announce an official launch date or price, leaving analysts to wonder how quickly the firm can move from concept to consumer availability.


Honor’s RobotPhone: Adding Physical Agency to the Mix
Honor introduced a more tactile twist with its RobotPhone, which features a built‑in mechanical gimbal that allows the camera to move independently, track the user’s movements, and even respond to music through physical gestures. The company describes the device as built on its “agentic mobile operating system,” marking a shift from smartphones that primarily react to touch inputs toward devices that can interact with users in a more natural, embodied manner. Huang Fei, Honor’s chief AI scientist, elaborated on the philosophy during a conference panel:

“The essence of an agentic OS isn’t adding an AI assistant to an operating system; it’s rebuilding the operating system around users’ intentions and tasks.”
Honor has not disclosed a launch date, delivery timeline, or price for the RobotPhone, but the gimbal‑enabled camera suggests a future where phones can act as both digital assistants and rudimentary robotic peripherals.


Industry Voices on Ecosystem Necessity
A recurring theme at WAIC was the recognition that true agentic capability cannot be achieved in isolation. Xu Zhuhong, vice president of Alibaba Group, cautioned that “An agentic operating system cannot be built by any single company alone.” He emphasized the need for “an open ecosystem and shared standards rather than a closed product,” urging collaboration across the industry chain—from foundation model providers to platform operators and application developers. This sentiment was echoed by other panelists, who noted that even the most sophisticated AI agent stumbles without reliable access to third‑party services such as payment gateways, travel platforms, delivery networks, and ride‑hailing apps. The challenge, therefore, lies not only in crafting intelligent on‑device reasoning but also in forging the partnerships and APIs that let the agent seamlessly invoke real‑world actions.


Outlook and Open Questions
The prototypes displayed at WAIC 2026 illustrate a rapid convergence of AI, smartphone hardware, and service integration, yet many practical details remain murky. Release dates, pricing strategies, battery impacts of continuous AI processing, and privacy safeguards for the extensive personal data these agents will harvest are still undisclosed. Moreover, the lack of a universal standard for agentic OS interoperability could lead to a fragmented market where users are locked into specific ecosystems. As the industry moves from concept to commercialization, the ability to balance sophisticated on‑device intelligence with open, secure, and user‑centric service integration will determine whether “agentic” phones become a mainstream utility or remain a niche showcase for tech enthusiasts.

https://www.sixthtone.com/news/1018796

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