China Internet & New Media: Takeaways from ByteDance FORCE AI Cloud Conference Video generation and coding emerging as key competitive arenas

研报英文原文证据摘录

China Internet & New Media: Takeaways from ByteDance FORCE AI Cloud Conference Video generation and coding emerging as key competitive arenas

Global Markets Research

25 June 2026China Internet & New Media

EQUITY: INTERNET & NEW MEDIA

Takeaways from ByteDance FORCE AI Cloud Conference Research Analysts

China Internet & New Media

Video generation and coding emerging as key Jialong Shi - NIHK

Jialong.shi@nomura.comcompetitive arenas

+852 2252 1409

Key takeaways Rachel Guo - NIHK

ByteDance’s (unlisted) cloud business segment, Volcano Engine (VE), held a two-day rachel.guo@nomura.com

conference for its industry partners on June 23 and June 24 to showcase its latest AI +852 2252 1400

products. Among the offerings, the upcoming early-July release of Seedance 2.5, its

video-generating tool, attracted the most attention. Meanwhile, the newly released

foundation model series, Doubao Seed 2.1, represents ByteDance's solution for agentic

tasks. VE management indicated that the Doubao Seed 2.1 series should provide

ByteDance with an entry ticket into the AI coding arena.

Recent industry events hosted by major AI platforms including ByteDance and Alibaba

(BABA US, Buy) highlight a strategic pivot toward AI coding and video generation. These

two areas appear closer to scalable commercialization, whereas most other segments in

the broader large language model (LLM) space still require continued incubation.

In the video-generation segment, we believe ByteDance has maintained a strong position

since the release of Seedance 2.0 earlier this year, and the upcoming launch of Seedance

2.5 would further solidify ByteDance's standing in this important vertical. According to VE

management, Seedance 2.5 addresses key pain points in this field, such as extending the