Media reports, citing supply chain sources, indicate that ByteDance has postponed its production plan for the Doubao AI glasses project entirely. It appears unlikely that the first-generation product, initially slated for release, will make it to the market. Regarding the specific timeline adjustments, informed sources suggest that since ByteDance has already procured Qualcomm AR1 chips, there remains a strong possibility that Doubao AI glasses will eventually be launched. However, the project may need to bide its time until a clearer turning point emerges in the industry—namely, when products with genuine differentiation, market appeal, and the capacity to redefine user expectations come to the fore. Only then might a new generation of products be introduced. The source also highlighted that ByteDance maintains stringent evaluation criteria for AI hardware products, with a particular focus on 'differentiation.' This time around, due to the absence of significant differentiation compared to existing products in the market, the entire production plan has been delayed.