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中信证券:火山引擎正赋能多品类硬件产品AI落地 重点关注字节生态链公司
Zhi Tong Cai Jing·2025-06-13 00:47

Core Viewpoint - ByteDance's Volcano Engine is empowering a variety of hardware products with AI capabilities, with a clear trend towards multimodal visual understanding applications [1][2] Group 1: AI Hardware Development - The Force2025 conference showcased a range of AI-enabled hardware products, including AI clocks, learning machines, toys, and various smart devices, indicating the extension of large models into multiple product categories [2] - As of June 11, over 1 million AIoT products have been shipped that integrate the Doubao model, with expectations to exceed 10 million by the end of the year [2] Group 2: Multimodal Applications - The focus on multimodal applications is evident, with examples such as security cameras functioning as personal assistants and lamps equipped with cameras serving as learning aids [3] Group 3: Industry Participation - Various companies in the supply chain, including Broadcom Integration and Starry Technology, participated in the conference, highlighting their contributions to optimizing AI experiences and multimodal applications [4] - The upcoming release of Xiaomi's AI glasses is anticipated to boost market sentiment, with the product expected to be unveiled on June 26 [5]