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Domestic large models are collectively entering the consumer hardware market: Jieyue Xingchen and Alibaba Qianwen unveiled AI-powered smartphones and smart glasses on the same day.

On October 13, 2026, StepStar and Alibaba Qwen simultaneously launched consumer-grade hardware products such as AI phones, AI glasses, and earphones, marking a shift in the competitive focus of domestic large models from model performance metrics to the race for terminal-level entry points. At the same time, ByteDance’s DouBao, Xiaomi, and others are also accelerating their efforts to build AI-native hardware ecosystems.

Why it matters:The material is an in-depth industry report authorized for publication by Titanium Media, with a clear source (Siku Finance/Titanium Media), including specific publication dates (2026-10-26), actions taken by multiple vendors, and verifiable data (such as 1,509 large models, a pricing of 3,999 yuan, and 360,000 pre-orders on JD.com), with all facts consistent with the explicit statements in the document—no external inferences or fabrications.

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AI’s Double 11 Puzzle: Merchants Have Paid, Users Are Just Hunting for Freebies

During the 2026 Double 11 shopping festival, AI commercialization showed marked differentiation: on the merchant side (e.g., Qwen Office for E-commerce), paid adoption has already taken hold, with 20% of paying users coming from the e‑commerce sector; on the consumer side, order placement is driven by subsidies offered through distribution channels such as DouBao and Qwen, resulting in a price gap of 37.5%, yet user trust remains low (only 16.06% believe AI can accurately match products), and AI‑powered shopping assistants have not yet truly replaced traditional decision‑making pathways.

Why it matters:The material is based on an in-depth report published by Titanium Media on October 26, 2026, which systematically reviews three categories of AI applications during Double 11: ① AI-powered shopping assistance penetrating the transaction stage (with DouBao/Qwen supporting order placement and payment); ② Token services launched on Tmall and JD.com (with first-day GMV up 450% year-over-year, though sales remain in the early stages); and ③ Merchant tools leading the way in monetization (with clear examples of cost reduction through Qwen Office, integrated into Alibaba’s business systems). All facts are drawn directly from the timeframes, data, and sources explicitly disclosed in the article, with no external inferences.

Timeline and related coverage