Latest news indicates that the company is developing a new generation of Doubao AI earbuds, which have been confirmed to be manufactured by Goertek, an industry leader in acoustics and smart wearables. The latter has specifically formed a project team to fully promote the product's launch. Despite high market attention, ByteDance has not yet announced a clear listing plan, showing its cautious attitude towards product maturity and user experience.
Meanwhile, the Doubao AI hardware ecosystem has begun to take shape. Its first generation of AI glasses is planned to be mass-produced at around 100,000 units, targeting a small-scale release to deep tech users and developers to collect real-world feedback. The second generation of products is already under intense development, with significant upgrades expected in interaction experience and battery life. Notably, the supply chain confirmed that the glasses use a Qualcomm AR1 dedicated chip, rather than the previously rumored Horizon 2800 solution, highlighting ByteDance's emphasis on high-performance AI computing power and energy efficiency balance.
In the mobile field, the Doubao team has also made breakthrough progress. Its released "Doubao Phone Assistant Technical Preview Version" has been successfully integrated into the Nubia M153 engineering prototype, and the first batch of devices sold out quickly, reflecting the strong demand from developers and tech enthusiasts for on-device AI capabilities. This assistant can achieve local semantic understanding, cross-app task scheduling, and personalized service recommendations, and is seen as a key step in ByteDance's effort to build an "device-level AI agent."
From glasses to earbuds and then to a phone assistant, ByteDance is building a comprehensive AI access strategy centered around the Doubao large model through multi-terminal collaboration. Although it is not rushing for large-scale commercialization, its intensive actions in supply chain integration, chip selection, and user testing clearly convey a signal: ByteDance is making a long-term and well-considered layout for the next era of human-computer interaction.
