字节跳动否认“豆包AI眼镜即将出货”

Core Viewpoint - ByteDance's "Doubao AI glasses" are rumored to be entering the shipping phase, but the company has officially denied any sales plans, creating a contrast with market expectations and supply chain leaks [1][2]. Group 1: Product Features and Development - The "Doubao AI glasses" are developed in collaboration with ODM manufacturer Longqi Technology, with R&D taking place in Huizhou and mass production in Nanchang, which is seen as a prudent choice due to manufacturing complexities [3]. - The glasses will feature ByteDance's self-developed spatial algorithm chip, weigh under 50 grams, and will require the Doubao app for operation, similar to the previously launched Ola Friend headphones [3]. - Multiple configurations will be available, including options for photo and display functionalities, with a no-screen version expected to launch in Q1 2026 and a display version in Q4 2026, starting at a price below 2000 RMB [3]. Group 2: Investment and Market Expectations - ByteDance has invested over 50 million RMB in this field, with Longqi Technology requiring a minimum order of 1 million units, indicating strong market expectations and production readiness [4]. - The development of the "Doubao AI glasses" aligns with ByteDance's strategic focus on "AI + hardware," leveraging its Doubao model, which has been integrated into devices from major brands like Xiaomi and Tesla, and is expected to expand into wearable technology [5]. - The need for new growth avenues in the face of peak mobile internet traffic has led ByteDance to explore smart glasses as a potential next-generation human-computer interaction interface, with significant market potential anticipated [5].