Core Viewpoint - The article discusses ByteDance's strategic positioning in the AI hardware and smart terminal sectors, highlighting its cautious yet proactive approach to hardware development and market entry [1][4][11]. Group 1: Company Developments - Over the past year, ByteDance has been rumored to be involved in various hardware sectors, including smartphones, AI wearables, chips, and automobiles, positioning itself as a significant player in hardware manufacturing [2][5]. - Despite numerous rumors, ByteDance has consistently denied plans for new hardware products, such as the next-generation Doubao AI headphones and Doubao AI glasses, emphasizing a focus on AI capabilities rather than hardware production [5][7][10]. - The company has launched the Doubao mobile assistant in collaboration with ZTE, which sold out quickly, indicating strong market interest in its AI capabilities [3][12]. Group 2: Market Strategy - ByteDance's approach to hardware development is characterized by a preference for partnerships and collaborations rather than self-manufacturing, allowing for flexibility and reduced risk in a competitive landscape [10][16]. - The company has been strategically managing expectations by clarifying rumors and avoiding premature announcements, which helps mitigate market speculation and potential backlash [10][12]. - ByteDance's AI capabilities have been integrated into various industries, with its Volcano Engine model services covering over 100 sectors and achieving a market share of 49.2% in public cloud model service calls in China [12][18]. Group 3: Future Outlook - Analysts suggest that ByteDance's cautious approach to hardware exploration is a normal part of industry development, allowing the company to validate demand through low-risk initiatives like the Doubao mobile assistant [18][22]. - The company is expected to continue its strategy of low-profile development until it identifies a clear market opportunity, similar to its past approaches in other business areas [20][23].

自互联网杀入大模型、云服务第一梯队后，AI硬件与智能终端赛道的聚光灯便频繁对准字节跳动。 过去一年，手机、AI穿戴、芯片、汽车等多条赛道都不乏相关传闻，流言中的字节几乎已是硬件大 厂。但外界其实鲜有听到字节方面"say yes"，市场每每出现爆料，官方或接近字节人士的回应多为"传 闻不实""暂无计划"。 中关村信息消费联盟理事长项立刚认为，软硬件一体化是未来方向，AI由智能感应、信息存储、传 输、处理及智能终端共同构成，而智能终端正是关键入口。 硬件之争、入口之战，字节不盲目高调，但也绝不想缺席。 遇事先否 低调落子 但就像2025年12月突然杀出的"准字节手机"豆包手机助手，字节给外界的印象是不过多剧透的行动派。 明线层面，字节通过豆包大模型与火山引擎，向全行业开放AI能力，聚焦汽车、手机等硬件的智能化 升级。公开资料显示，截至2025年末，火山引擎大模型服务已覆盖100多个行业，与全球Top10手机厂 商中9家、超八成系统重要性银行、九成主流车企及超七成985高校均已合作，中国公有云大模型服务调 用量排名第一，市场份额达49.2%。 手机领域，豆包手机助手通过中兴工程样机落地，实现跨应用跳转、全平台比价等 ...

Core Viewpoint - ByteDance is strategically positioning itself in the AI hardware and smart terminal sectors, despite maintaining a low profile and denying various rumors about hardware development [1][3][4]. Group 1: Hardware Development Rumors - ByteDance has consistently denied rumors regarding the development of new hardware, including AI headphones and smart glasses, emphasizing that there are no current plans for these products [3][4]. - The company has also refuted claims about collaborating with car manufacturers for vehicle production and clarified its stance on not developing self-branded smartphones, focusing instead on AI capabilities [3][4][5]. Group 2: Strategic Positioning - ByteDance's approach to hardware is characterized by a focus on software capabilities, with the company leveraging its AI models and cloud services to enhance hardware in sectors like automotive and mobile [5][6]. - The company has successfully launched the Doubao mobile assistant, which integrates AI capabilities into existing hardware rather than creating its own devices, allowing for strategic partnerships with manufacturers [5][6]. Group 3: Market Strategy and Future Outlook - Analysts suggest that ByteDance's low-profile strategy in hardware development is a calculated move to avoid direct competition with established players like Huawei and Xiaomi, allowing for flexibility in its strategic approach [3][7]. - The company is expected to continue exploring hardware opportunities while managing risks, using partnerships and customized solutions to validate market demand before making significant investments [7][8].

Core Viewpoint - ByteDance's Doubao AI glasses are reportedly entering the shipping phase, but the company has denied any concrete sales plans, creating a contrast with market expectations and supply chain rumors [1][2] Group 1: Product Development and Features - The Doubao AI glasses are developed in collaboration with ODM manufacturer Longqi Technology, with R&D primarily conducted at Longqi's Huizhou factory and mass production at its Nanchang facility, aiming to mitigate manufacturing challenges [1] - The glasses will feature ByteDance's self-developed spatial algorithm chip, weigh under 50 grams for comfort, and will require the Doubao app for functionality, similar to the Ola Friend headphones [2] - Multiple configuration options are planned, including variations with and without photo and display capabilities [2] Group 2: Release Schedule and Pricing Strategy - ByteDance intends to release the glasses in versions, with a non-display version expected in Q1 2026 and a display version in Q4 2026, with a starting price projected to be under 2000 RMB [2] Group 3: Investment and Market Expectations - ByteDance has invested over 50 million RMB in R&D for this product, with Longqi requiring a minimum order quantity of 1 million units, indicating strong market expectations and production readiness [2] - The Doubao AI glasses align with ByteDance's strategic focus on "AI + hardware," leveraging the Doubao model, which has been integrated into devices from brands like Xiaomi and Tesla, with a significant increase in daily token usage expected to exceed 50 trillion by December 2025 [2] - The company has built hardware experience through acquisitions, including VR brand PICO and audio brand Oladance, which supports its entry into smart glasses [3] - The demand for smart glasses is driven by market anxieties and the need for new growth avenues as mobile internet traffic peaks, positioning smart glasses as a potential next-generation human-computer interaction interface [3]

1 月 5 日，据《蓝鲸新闻》报道，字节跳动的豆包 AI 眼镜即将进入出货阶段。报道称，该产品与 AI 智 能体耳机—— Ola Friend 类似，需配合豆包 APP 使用。 对此，观察者网向字节跳动方面求证，豆包相关负责人表示，传闻不实，目前没有明确销售计划。 这一官方否认与近期密集的供应链爆料和市场预期形成了鲜明对比，使得这款备受瞩目的AI硬件产品 蒙上了一层神秘面纱。 再者，市场焦虑与增长需求是深层动因。随着移动互联网流量增长见顶，字节跳动等互联网巨头需要寻 找新的增长空间。智能眼镜被视为下一代人机交互的潜在入口，机构预测其市场空间巨大。通过硬件承 载其抖音、今日头条等内容生态服务，开辟新的增长曲线，是巨头们的共同逻辑。 因此，即使字节跳动"豆包AI眼镜"不是真的"即将出货"，但市场依然很期待字节跳动给出的最终答案。 发布节奏与定价策略：字节跳动计划分版本推出这款眼镜，无屏幕的版本预计在2026年第一季度率先发 布，而带有显示功能的版本则计划在第四季度推出。价格方面，其起步价预计将控制在2000元人民币以 内。 投入与预期：字节跳动在该领域的研发投入已超过5000万元，合作方龙旗科技对AI眼镜订单的起 ...

新浪科技讯 1月5日下午消息，据报道，字节跳动旗下"豆包"AI眼镜即将进入出货阶段。相关报道指 出，与字节2024年推出的首款AI智能体耳机Ola Friend一样，这款AI眼镜需配合豆包App使用，搭载自 研空间算法芯片，重量不足50克，并计划推出多款不同配置产品，包括是否带拍照功能、是否带显示等 不同选项，起步价预计控制在2000元以内。 对于上述消息，新浪科技向官方进行求证，豆包相关负责人表示：传闻不实，目前没有明确销售计划。 （罗宁） 责任编辑：何俊熹 新浪科技讯 1月5日下午消息，据报道，字节跳动旗下"豆包"AI眼镜即将进入出货阶段。相关报道指 出，与字节2024年推出的首款AI智能体耳机Ola Friend一样，这款AI眼镜需配合豆包App使用，搭载自 研空间算法芯片，重量不足50克，并计划推出多款不同配置产品，包括是否带拍照功能、是否带显示等 不同选项，起步价预计控制在2000元以内。 对于上述消息，新浪科技向官方进行求证，豆包相关负责人表示：传闻不实，目前没有明确销售计划。 （罗宁） 责任编辑：何俊熹 ...

以下文章来源于蓝鲸科技 ，作者蓝鲸科技 翟智超 蓝鲸科技 . 上海报业集团主管主办。蓝鲸新闻科技频道官方账号。 关注互联网行业报道，以及科技热点新闻事件。 蓝鲸科技记者还独家获悉， 这款AI眼镜搭载自研空间算法芯片，重量不足50克，并计划推出多款不同配置产品，包括是否带拍照功能、是 否带显示等不同选项，起步价预计控制在2000元以内。 " 按字节跳动规划，无屏版AI眼镜将于今年第一季度率先发布； 带显示功能的版本预计在今年第四季度推出。"有供应链人士向蓝鲸科技记 者称。 在产品策略上，蓝鲸科技了解到， 字节跳动选择先推出单款产品，主要基于当前市场对该品类接受度较高的判断。 关于采用联合研发模式的原因，有供应链人士向蓝鲸科技记者解释称，目前OEM（制造商仅负责生产不参与研发或设计）、ODM（制造商 自主完成产品研发、设计及生产，品牌方直接采购成型产品并贴牌销售）业务多以混合模式开展，纯自研存在一定风险。"如果设计阶段不 与后端ODM厂充分沟通，很多工艺问题可能无法提前预见。" 前述人士进一步指出， " 当前眼镜的难点不在技术，而在制造——例如镜腿等部件细小，内部空间极其有限。若前期设计过于理想化，后续 制造会很 ...

Core Insights - The launch of Doubao Mobile Assistant represents a significant integration of ByteDance's AI capabilities with mobile hardware, marking a strategic shift towards ecosystem collaboration rather than direct hardware development [1][6][9] - The assistant leverages Doubao's large model technology to enhance user interaction and automate tasks across applications, aiming to redefine the user experience on mobile devices [2][3][4] Group 1: Product Features - Doubao Mobile Assistant enables real-time interaction through voice commands, allowing users to ask questions about screen content and access common functions like voice and video calls [3][4] - The assistant features cross-application automation, enabling users to perform tasks such as ticket booking and price comparison across multiple e-commerce platforms with simple voice commands [3][4] - A memory function allows the assistant to store user preferences and provide personalized recommendations based on previously input data, enhancing user convenience [4] Group 2: Strategic Positioning - ByteDance's decision to collaborate with existing smartphone manufacturers rather than developing its own devices is seen as a cost-effective strategy in a highly competitive mobile market [6][9] - The company aims to embed its AI capabilities into existing hardware ecosystems, thereby expanding its reach and enhancing user engagement with its software solutions [9] - The launch of Doubao Mobile Assistant is positioned as a critical step in establishing ByteDance's presence in the AI-driven mobile landscape, with potential implications for user interaction with technology [9][10]

Core Viewpoint - The consumer electronics industry is experiencing a surge, particularly in AI-related products such as AI smartphones, electronic components, and AI glasses, driven by the release of the Doubao mobile assistant by ByteDance's Doubao team [1] Group 1: Doubao Mobile Assistant Launch - The Doubao mobile assistant, based on the Doubao app and developed in collaboration with smartphone manufacturers, aims to enhance user interaction and experience through AI capabilities [1] - The assistant is currently available in a technical preview version for developers and tech enthusiasts, priced at 3499 yuan, and can be experienced on the Nubia M153 prototype [1] - The announcement led to a significant increase in ZTE's stock price, with A-shares hitting the upper limit and Hong Kong shares rising by 13.94% [1] Group 2: Features and Functionality - The Doubao mobile assistant integrates with the system's native photo gallery, allowing users to issue voice commands for photo editing tasks [2] - It can automate tasks across multiple applications based on user commands, such as ticket booking, product ordering, and file downloads [2] - A demonstration showed that users can compare prices across platforms and place orders through voice commands, although sensitive payment actions require manual confirmation to mitigate risks [4] Group 3: Industry Trends and Competitors - The industry is witnessing a trend of deep collaboration between smartphone manufacturers and large model developers, exemplified by Google's Gemini partnership with Samsung [4] - Other tech giants, like Alibaba, are also entering the AI assistant space, with their "Qianwen" app and AI glasses, indicating a competitive landscape for AI-driven consumer electronics [5] - ByteDance has established physical entry points through products like the Ola Friend earphones and is exploring AI glasses, but it has no plans to develop its own smartphones, focusing instead on ecosystem partnerships with various manufacturers [6]

或许与华为反复强调"不造车"的表态相似，推出系统级AI助手的字节跳动，也再次强调了"没有自己开 发手机的计划"。 12月1日，字节跳动豆包团队正式发布豆包手机助手技术预览版，这款基于豆包大模型、与手机厂商在 操作系统层面深度合作的AI助手，已在其与中兴通讯联合打造的nubia（努比亚）M153技术预览版上落 地体验，售价3499元。 受此消息影响，12月1日中兴通讯A股股票于上午10时56分许触及46.3元的涨停价后牢牢封板直至收盘， 港股股价单日同样大涨13.94%。 北京商报记者通过中兴通讯客服及官方商城了解到，该机"仅面向需要体验豆包手机助手的行业人士"， 定位为"工程样机"，由中兴通讯旗下努比亚品牌提供硬件载体及系统授权，字节跳动豆包团队提供深入 核心架构的AI助手。 字节跳动方面向北京商报记者表示，基于豆包大模型行业领先的能力和中兴深度授权，豆包手机助手能 够为用户带来较过往手机AI应用更方便的交互和更丰富的体验。但在手机助手的落地路径上，字节方 面依然明确表示"没有自研手机计划"——据称，豆包团队正与多家手机厂商洽谈，以"生态合作"形式将 豆包手机助手整合进不同品牌机型中，相关进展将在后续公布。 ...