The AI competition among tech giants has shifted to the office sector, with Tencent, ByteDance, and Alibaba all adjusting their focus. In March 2026, Tencent decided to go all-in on office AI agents, allocating resources to WorkBuddy, which reached 20.97 million monthly visits in five months, ranking first in the Chinese market. On July 30, ByteDance announced the Feishu product team would be merged into Doubao, and the GTM team into Volcano Engine. Alibaba integrated three products including QoderWork, Wukong, and MuleRun, launching Qianwen Office on August 3. This competition signals the end of the battle for the super entrance, and AI phones are no longer the focus. PCs, once neglected, have become a must-win battlefield. AI phones have gone through three development stages: single-point AI technology, system-level multi-modal AI, and the Agent stage, where assistants perform tasks directly. According to Counterpoint Research, AI phones have opened up the market and become the mainstream choice of consumers.