Doubao's Strategy in LLM Spring Festival Battle

• Seedance 2.0 Capabilities: Generates photorealistic audio-visual content with multi-participant competitive sports scenes, natural audio effects, and intuitive creative workflows supporting text, image, and video inputs[3] • Visual Realism: Demonstrates highly realistic details in close-up shots with rigorous physical logic, including subtle light and shadow refraction, natural clothing movement with gravity, and organic character-environment interactions[3] • Controllability: Provides precise adherence to generation and editing instructions with greater control over creative output[3] • Multimodal Architecture: End-of-2024 industry trend toward multimodality; Seedance 2.0 strengthens text-to-image, video dialogue, and video generation capabilities[2] • Cloud Infrastructure: Volcengine provides multi-modal large-model and cloud computing technologies for program production and video live-streaming integration[1] • Dola Overseas Expansion: ByteDance's Doubao overseas version achieved 10M+ daily active users globally by end of 2025, supporting ByteDance's goal to become third-largest generative AI player globally[2]

ByteDance's Spring Festival strategy signals a pivotal shift in China's AI competition from model capability benchmarks to real-world application integration and consumer adoption. By leveraging the Spring Festival Gala as a mass-market showcase, ByteDance demonstrates how AI technology can be embedded into physical products and consumer services, establishing a template for AI commercialization that competitors are now replicating. The 130M+ user engagement with Alibaba's Qwen and competitive investments from Tencent and Baidu indicate that Spring Festival has become the primary battleground for establishing AI assistant dominance in consumer behavior. This competition accelerates the transition of generative AI from enterprise applications to everyday consumer experiences, particularly in lower-tier markets where nearly half of AI orders originated. The success of voice-activated ordering ("Qwen, help me" 5 billion times) and the 782-fold increase in third- and fourth-tier city AI ticket orders suggest that practical AI integration—rather than raw model performance—will determine market leadership in China's AI ecosystem through 2026 and beyond.