According to Voyage Observation monitoring, the first AI smart body smartphone jointly developed by ByteDance and ZTE Nubia ("Bean AI Smart Body Smartphone") will have multiple models released this year, with one model set to debut during the 2026 World Artificial Intelligence Conference. The overall stockpile is about 200,000 units, with the initial batch being less than 100,000 units.
Previously, the first-generation Bean Phone (i.e., Nubia M153 Technical Preview) was released on December 1, 2025. Its core positioning was an "engineering prototype," so the stock quantity was extremely limited. After selling out, no additional production was carried out. The initial batch had about 30,000 units stocked without additional material input. The resale price of the Bean Phone in the second-hand market was once driven up, reaching a peak price of 7999 yuan, far exceeding the official price of 3499 yuan.
Sources in the supply chain indicated that the stockpile of this generation of products initially exceeded the previous generation by far, with the scale of some spare parts exceeding one million. Due to the rise in upstream component costs, after undergoing multiple adjustments, the stock was reduced from the original 300,000 to around 200,000 units.
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