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Core Viewpoint - The article discusses ByteDance's cautious approach towards hardware development, emphasizing its focus on AI capabilities and strategic partnerships rather than direct hardware manufacturing [1][4][8]. Group 1: Hardware Development and Market Position - ByteDance has been frequently rumored to be entering various hardware markets, including AI headphones, smart glasses, and automotive ventures, but has consistently denied these claims, stating there are no current plans for such products [3][4]. - The company aims to avoid direct competition with established players like Huawei and Xiaomi by not making premature announcements about hardware projects, thus maintaining strategic flexibility [4][8]. - ByteDance's strategy involves leveraging its AI capabilities through partnerships rather than developing hardware independently, as seen with its collaborations in the mobile and automotive sectors [6][8]. Group 2: AI Integration and Market Strategy - ByteDance's AI model, Doubao, has been integrated into over 100 industries, collaborating with 9 out of the top 10 global smartphone manufacturers and a significant portion of major banks and automotive companies, achieving a market share of 49.2% in public cloud AI model services [6][7]. - The company has successfully launched the Doubao mobile assistant, which focuses on AI functionality rather than hardware production, indicating a preference for software-driven solutions [6][8]. - ByteDance's approach to hardware is characterized by low-risk investments in lightweight products, such as the Ola Friend headphones and PICO XR, which allow for user engagement without significant capital expenditure [6][7]. Group 3: Future Outlook and Strategic Timing - Industry experts suggest that ByteDance's low-profile strategy in hardware development is a normal practice for companies with substantial technical and financial resources, allowing them to explore and validate market needs without overexposing themselves [8][9]. - The company is expected to continue its pattern of gradual market entry, similar to its past strategies in AI and short video sectors, waiting for the right moment to increase investment and capitalize on differentiated opportunities [8][10]. - ByteDance's current focus on lightweight hardware and AI capability output is seen as a preparatory step for future growth, as it seeks to establish a solid foundation before making larger commitments [9][10].