Youdao(US:DAO) Sou Hu Wang·2025-12-12 08:56Core Insights - The article highlights significant advancements in AI hardware, particularly focusing on the launch of the upgraded Youdao AI Answering Pen, which represents a shift towards "AI-native hardware" in the education sector [1][8] Group 1: Product Innovations - The Youdao AI Answering Pen Space X version introduces a "panoramic puzzle" technology that corrects scanning angles and intelligently stitches long questions, enhancing user experience by allowing students to focus on problem-solving rather than device adjustments [3][5] - The upgraded pen features a novel "guided answering" mode that encourages critical thinking by providing key problem-solving points before revealing complete solutions, mimicking effective teaching methods [5][7] Group 2: Market Performance - Since its launch, the Youdao AI Answering Pen has seen a significant increase in sales, with a 98% quarter-over-quarter growth in Q3 2025, indicating strong market demand for innovative AI hardware [7] - Other products like the Doubao phone and Quark AI glasses have also experienced immediate sell-outs upon release, reflecting consumer interest in cutting-edge AI hardware [7][8] Group 3: Technological Integration - The Youdao AI Answering Pen integrates proprietary educational models and reasoning models, ensuring high accuracy and professionalism in solving problems, particularly in science subjects [7] - The combination of specialized hardware and customized features allows for seamless functionality in educational contexts, enhancing the overall learning experience [7][8]