ByteDance is intensifying its AI strategy with a “full-stack self-research + scenario explosion” approach, becoming one of the most complete technology giants in the global AIGC field.
In 2025, the total capital expenditure in the AI sector is expected to exceed 160 billion yuan, with ByteDance’s Doubao large model already ranking in the top tier. The Seedance video generation model leads the global rankings, driving the large-scale implementation of technology through an extreme cost-performance strategy.
Meanwhile, its consumer products such as AI toys and AI headphones have become the “best testing ground” for the large model implementation. ByteDance’s AI companion doll “Xianyanbao” has seen its resale price soar to hundreds of yuan on second-hand platforms, and the BubblePal pendant has sold over ten thousand units after its launch; AI headphones have achieved an upgrade in smart interaction functions through integration with the Volcano Ark MaaS platform, with related products exceeding one million units shipped in 2025.
The large model continues to lead, with explosive growth in C-end products, while upstream computing power, edge hardware, and software services form a synergy, presenting a good opportunity for the layout of ByteDance’s AI industry chain.
Computing Power Side:
Runze Technology: The core supplier of computing power for ByteDance (accounting for over 60% of revenue), providing IDC and intelligent computing center services, supporting Doubao and Volcano Engine computing power with liquid cooling technology.
Ruijie Networks: The mainstream supplier of ByteDance AI switches, with a market share of 50%-60% in 2024, ensuring high-speed circulation of computing power networks through its solutions.
Kexiang Co., Ltd: A leading PCB manufacturer with a comprehensive layout, deeply bound to ByteDance’s core supplier of data center switches—Ruijie Networks, and entering ByteDance’s AI toy, headphone, and other terminal supply chains through direct supply or ODM.
Edge AI Hardware:
Lexin Technology: The core supplier of ByteDance AI toys, with ESP32 chips used in “Xianyanbao”, providing IoT chip and module support.
Runxin Technology: Participating in the “Xianyanbao” ecosystem, a key partner for the Volcano Engine edge AI SOC chip, promoting large-scale applications of terminal AI.
E-commerce and Advertising Sector:
Shengguang Group: Deeply bound to ByteDance’s advertising ecosystem, the global core agent for TikTok Ads, with ByteDance’s agency revenue exceeding 2 billion yuan in 2024, collaborating with Doubao to enhance advertising efficiency and reduce costs.
Worth Buying: Settled in Doubao’s “Brand Zone”, providing consumer decision-making services with consumer data and self-developed large models, improving ByteDance’s e-commerce ecosystem.