Analysis of the Impact of ByteDance's "Doubao" AI Glasses Shipment on Longcheer Technology's Order Volume

Based on the latest information I have collected, I will write a detailed analysis report on the impact of ByteDance’s AI glasses shipment on Longcheer Technology’s order volume.

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ByteDance’s “Doubao” AI Glasses project was established less than a year ago, and it is another important AI hardware product launched by ByteDance following the Doubao AI Phone[1]. This product needs to be used with the Doubao App, is equipped with a self-developed spatial algorithm chip, weighs less than 50 grams, and plans to launch multiple products with different configurations, including options such as whether to have a camera function and whether to have a display[2]. The starting price of the product is expected to be kept within RMB 2,000, targeting the mass consumer market[1].

From a product strategy perspective, ByteDance’s choice to launch a single product first is mainly based on the market judgment that the current market acceptance of this category is relatively high[2]. This stands in contrast to the strategy of its competitor Alibaba — Alibaba’s Quark AI Glasses launched six models across two series, S1 and G1, when it was released in November 2025[3].

ByteDance and Longcheer Technology have established an in-depth joint R&D model, which has important industrial significance. Supply chain insiders pointed out that the difficulty in glasses manufacturing lies in the small size of components such as temple arms and the extremely limited internal space; if the initial design is too idealized, subsequent manufacturing will be very difficult[1]. Therefore, joint R&D is a more prudent approach at present.

In terms of specific division of labor, the two parties have established a clear collaboration mechanism: Longcheer Technology is responsible for underlying UI development, while ByteDance focuses on upper-layer App R&D to better realize the interconnection between the product and mobile phones[1]. This division of labor gives full play to the core competencies of both parties — Longcheer Technology has profound accumulation in hardware manufacturing and UI development, while ByteDance has significant advantages in software ecology and AI applications.

• R&D Phase:
  Longcheer Huizhou Factory
• Mass Production Phase:
  Longcheer Nanchang Factory

This location layout is conducive to giving full play to the R&D and innovation capabilities of the Huizhou Factory and the large-scale production advantages of the Nanchang Factory, forming a complete industrial chain synergy.

According to supply chain insiders, the minimum order quantity requirement for AI glasses orders at Longcheer Technology has now reached

[1][2]. This figure reflects ByteDance’s investment and confidence in this market. To date, ByteDance’s R&D investment in this field has exceeded [1].

From an industry comparison perspective, the minimum order quantity requirement of 1 million units is within a reasonable range in the industry. Taking Alibaba’s Quark AI Glasses as a reference, the preliminary hardware investment for that project alone reached hundreds of millions of yuan, and the marketing expenses also exceeded RMB 40 million[2]. In contrast, the joint R&D model adopted by ByteDance effectively controls the scale of preliminary investment, while ensuring mass production capacity through cooperation with Longcheer Technology.

ByteDance has formulated a clear phased shipment plan:

Product Version	Expected Release Time	Key Features
Screenless AI Glasses	Q1 2026	Basic functions, lightweight, lower price
Screen-Equipped Version	Q4 2026	With display function, higher configuration

This phased launch strategy is beneficial for:

1. Reducing market risks by verifying consumer acceptance through the basic version
2. Accumulating experience for the launch of subsequent high-end versions
3. Optimizing supply chain management and dispersing production capacity pressure

As the core ODM manufacturer of this project, Longcheer Technology will directly benefit from the following aspects:

• The R&D capabilities of the Huizhou Factory will be fully utilized
• The mass production capacity of the Nanchang Factory will receive stable order support

• Through joint R&D with ByteDance, Longcheer Technology has accumulated valuable technical experience and standardized technical baselines in the AI glasses field[2]

In its 2025 semi-annual report, Longcheer Technology disclosed that it had newly undertaken an AI glasses mass production project for a leading domestic internet customer[3]. As the project enters the shipment phase, it is expected to bring considerable performance growth for Longcheer Technology.

AI glasses are regarded as the next-generation key terminal after mobile phones, and are currently in the early exploration stage of the industry. Major internet companies are catching up, and leading internet companies known to be developing AI glasses include Alibaba, ByteDance, and Baidu[3].

Competitor	Product	ODM Manufacturer	Pricing Strategy
Alibaba	Quark AI Glasses	Luxshare Precision	RMB 1,899 - 3,799
ByteDance	Doubao AI Glasses	Longcheer Technology	Within RMB 2,000

After its release on November 27, 2025, Alibaba’s Quark AI Glasses frequently experienced “order explosions”, and the delivery cycle was once extended to 45 days; in the second-hand market, the spot price was speculated to RMB 4,000 - 5,000[3]. This market performance verifies the market demand for AI glasses, and also provides a positive market signal for ByteDance’s product launch.

Despite the broad market prospects, the AI glasses industry still faces multiple challenges:

• The overall return rate is relatively high, generally exceeding 15% in the industry[2]
• Consumer acceptance remains to be verified
• The low-power breakthrough of spatial algorithm chips remains a technical difficulty

• The product relies on mobile phone interconnection; if the Doubao App ecosystem fails to form barriers, the hardware repurchase rate may come under pressure[2]
• Industry competition is intensifying, and the living space of small and medium-sized manufacturers is squeezed
• Consumers have not yet formed usage habits for AI glasses

• Huge preliminary R&D investment
• Complex manufacturing processes, making it difficult to control yield rates

ByteDance has the following competitive advantages in the AI glasses field:

The Doubao App has a huge user base and can provide mature application ecosystem support for AI glasses.

The starting price within RMB 2,000 has an obvious price advantage compared with competitors, which is conducive to quickly seizing market share.

Through joint R&D with Longcheer Technology, ByteDance effectively avoids the preliminary risks of the pure independent R&D model, while maintaining control over core technologies.

The shipment of ByteDance’s AI glasses project will bring positive impacts to the entire industrial chain:

• Longcheer Technology:
  Core ODM manufacturer, obtaining stable orders with a minimum order quantity of 1 million units
• Longcheer Huizhou/Nanchang Factories:
  Improved capacity utilization

• Optical module suppliers
• Microchip suppliers
• Enterprises involved in spatial algorithms and lightweight technology[2]

The cooperation model between Longcheer Technology and ByteDance may become a new paradigm for hardware ODM[2]. The advantages of this joint R&D model are as follows:

1. Risk Sharing:
   Preliminary design risks are jointly borne by both parties
2. Technical Complementarity:
   Effective combination of hardware manufacturing capabilities and software development capabilities
3. Rapid Iteration:
   Forming standardized technical baselines based on mature products to shorten development cycles

Supply chain insiders pointed out that if the partner is replaced for redevelopment, not only will high mold opening costs be incurred, but the software underlying layer and UI will also need to be re-debugged, resulting in a significant increase in overall investment[2]. This means that the cooperative relationship between Longcheer Technology and ByteDance has high stickiness, which is conducive to order stability.

1. High Order Certainty:
   The minimum order quantity of 1 million units provides clear performance support for Longcheer Technology
2. Broad Industry Prospects:
   The AI glasses market is in a period of rapid growth
3. Innovative Cooperation Model:
   The joint R&D model reduces investment risks
4. Big Customer Endorsement:
   Cooperation with ByteDance, a leading internet company, enhances the company’s technical strength and brand value

1. Product Dependence Risk:
   The product relies on mobile phone interconnection; if the Doubao App ecosystem fails to form barriers, the hardware repurchase rate may come under pressure[2]
2. Market Acceptance Risk:
   The high industry return rate reflects that consumer acceptance remains to be verified[2]
3. Intensified Competition Risk:
   Leading enterprises such as Meta and Alibaba are deploying simultaneously, and market competition is becoming increasingly fierce[1]
4. Uncertainty in Performance Realization:
   There is uncertainty in short-term performance realization[2]

If a low-power breakthrough is achieved in spatial algorithm chips, it may promote a cost reduction in AI wearable devices, benefiting the AI + consumer electronics integration track[2]. This technological breakthrough will bring greater development space for Longcheer Technology.

1. Significant Impact on Order Volume:
   ByteDance’s AI Glasses project has brought stable orders with a minimum order quantity of 1 million units to Longcheer Technology, forming strong support for the company’s performance.
2. Stable Cooperative Relationship:
   Based on the high preliminary R&D investment (over RMB 50 million) and the joint R&D model, the cooperative relationship between the two parties has high stability and sustainability.
3. Phased Shipment Strategy:
   The phased strategy of launching the screenless version in Q1 and the screen-equipped version in Q4 is conducive to reducing market risks and ensuring stable order release.
4. Enhanced Industrial Chain Position:
   Cooperation with a leading internet company helps Longcheer Technology accumulate technological and brand advantages in the AI hardware ODM field.

With the continuous development of the AI glasses market and the improvement of consumer acceptance, Longcheer Technology is expected to gain greater development space in the following aspects:

1. Sustained Order Growth:
   If market feedback is positive, subsequent order volume is expected to exceed expectations
2. Improved Technical Capabilities:
   Accumulating core technical capabilities in AI glasses through cooperation with ByteDance
3. Optimized Customer Structure:
   The cooperation case with a leading internet company helps attract more potential customers
4. Demand for Capacity Expansion:
   With the growth of order volume, there may be a demand for capacity expansion

To sum up, the shipment of ByteDance’s AI glasses has a significant positive impact on Longcheer Technology’s order volume. The minimum order quantity of 1 million units provides clear performance support for the company, and the innovation of the cooperation model and the clear division of labor between the two parties have laid a solid foundation for the smooth progress of the project.

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[1] Aibang AR/VR Network - ByteDance’s “Doubao” AI Glasses to Ship Soon, Starting Price May Be Below RMB 2,000 (https://www.abvr360.com/a/31947)

[2] Cailian Press - ByteDance’s “Doubao” AI Glasses to Enter Shipment Phase Soon (https://m.cls.cn/detail/2247833)

[3] Sina Finance - Following AI Phone, Doubao AI Glasses to Enter Shipment Phase (https://finance.sina.com.cn/tech/roll/2026-01-05/doc-inhffwpp2184444.shtml)