Following the AI smart earphones Ola Friend, the latest developments in ByteDance's AI wearable device field have come to light. According to recent supply chain information, ByteDance's "Doubao" AI glasses are entering the shipping preparation phase, but their market strategy shows a high level of caution.
Initial plan of only 100,000 units, adopting a "non-public sales" strategy
Different from previous market expectations of widespread distribution, industry sources revealed that the total planned quantity of the first generation of Doubao AI glasses is approximately 100,000 units. This batch of products will be mainly targeted at experienced active users of the Doubao App, and there are currently no plans for large-scale public sales.
Although the person in charge of Doubao recently responded that "there is no clear sales plan at the moment," the supply chain shows that production and R&D are still progressing steadily. This "small step fast run" gray scale testing model aims to accumulate real usage scenario data for subsequent iterations through feedback from core users.
Core specifications revealed: choosing Qualcomm over Hengxuan, focusing on ultra-light experience
In terms of hardware configuration, this report clarifies market rumors.
Core chip: The Doubao AI glasses have confirmed the use of Qualcomm Snapdragon AR1 chip, not the previously rumored Hengxuan 2800 solution. The AR1 chip is specifically designed for lightweight AI glasses, offering better balance between image processing and low power consumption.
Product form: The first generation is expected to be an audio version without a display screen, with the entire unit weight controlled within 50 grams.
Software integration: Continuing the logic of "software-defined hardware," users need to deeply cooperate with the Doubao App to fully utilize its real-time visual translation, intelligent Q&A, and other AI functions.
Second generation already in development, industry competition intensifies
According to AIbase, the second generation of Doubao AI glasses has entered the development stage. Compared to the conservative strategy of the first generation, whether the second generation will be open to the general public is still under internal evaluation.
