Doubao charges C-end users for the first time, with three tiers priced up to 6,000 yuan per year

豆包C端用戶收費

ByteDance’s AI assistant Doubao was officially launched on June 24 with its Doubao Professional paid subscription service. This is the first time Doubao has charged end users since its launch in 2023. The three-tier tiered pricing is as follows: Standard plan monthly continuous subscription 68 yuan, Enhanced plan 200 yuan (Standard plan 4x quota), Premium plan 500 yuan (Standard plan 10x quota), and the Premium annual fee capped at 6,000 yuan.

Doubao Professional’s three-tier pricing plan and student优惠 details

According to Doubao’s official announcement of the three-tier pricing structure:

Standard plan:monthly continuous subscription 68 yuan, includes all entitlements of the free version; access to the Doubao 2.1 Pro model; office task, expert mode, and other feature quotas are more than 5x those of the free version

Enhanced plan:monthly continuous subscription 200 yuan, quota is 4x that of the Standard plan

Premium plan:monthly continuous subscription 500 yuan, quota is 10x that of the Standard plan

Student优惠:a student on-campus college student優惠 event for 6 months is set to launch; after identity verification, the Standard plan’s exclusive discounted price is 38 yuan per month for monthly continuous subscription (original price 68 yuan).

Doubao said that free version daily features and quotas are not affected, and it will continue iterating to provide new models and new capabilities.

Office task mode: Agent-driven automated office system feature overview

Doubao’s office task mode is the flagship feature of this paid version. The core is an automated office system driven by the Doubao 2.1 series models: supports operating the local computer (after the user explicitly authorizes); uses a browser; calls Skills skills and timed tasks; includes a built-in Office suite (including Feishu documents, spreadsheets, PPT, according to media reports); and enables generating content via applications and websites.

In the office task mode, Doubao can understand work goals, autonomously break down tasks, and call tools such as the local computer, documents, spreadsheets, and web pages to continuously carry out execution—upgrading from “answering questions” to “autonomously executing.” Free version users can also experience the office task mode with the Doubao 2.1 Turbo model within limited quotas.

Compute-cost pressure data: Daily consumption in the tens of millions of yuan, daily revenue under 1 million

The following are key cost data cited in the article: According to QuestMobile data, as of the first quarter of 2026, Doubao had about 345 million monthly active users, the industry’s No. 1. LatePost reported that ByteDance Doubao’s daily compute power consumption reached tens of millions of yuan, but its daily revenue was under 1 million.

As of June 2026, Doubao’s large-model daily Token call volume exceeded 180 trillion, growing by about 1,500 times compared with the more than 100 billion at the initial launch in May 2024. A May research report by Guolian Minsheng Securities estimated that the cost of Doubao providing one day of free AI services is as high as 132 million to 240 million yuan.

Morgan Stanley’s sensitivity analysis of subscription revenue

Morgan Stanley modeled Doubao’s subscription revenue: assuming a paid conversion rate of 0.3% to 3.0% and monthly active users of 345 million to 525 million, the average annual paid user revenue is about $98, corresponding to an annualized subscription revenue range of $101 million to $1.5 billion. In the neutral scenario, the corresponding revenue is about $426 million to $684 million.

Morgan Stanley pointed out that the above scale is still limited relative to ByteDance’s core advertising business, and monetization and realization are still in an early stage. According to a 36kr report, ByteDance’s top priority in 2026 is to verify the value of the Professional version’s features, rather than pursuing paid conversion rates.

Frequently asked questions

After Doubao starts charging, what changes for free users?

According to Doubao’s official statement, current free-version features and quotas are unaffected and it will continue to provide new models, new capabilities, and a better user experience; previously existing features remain free without change. The official said that for most users’ daily life scenarios, the current features and quotas are already sufficient to meet needs.

How does Doubao Premium at 6,000 yuan/year compare with ChatGPT Pro?

Based on the article’s price comparison, Doubao Premium annual fee is about 6,000 yuan, while ChatGPT Pro (100 USD/month) corresponds to an annual fee of about 16,295 yuan RMB; Doubao is less than one-third of ChatGPT Pro. Doubao’s Standard plan at 68 yuan/month is also lower than ChatGPT Plus’s roughly 135 yuan/month.

Why did ByteDance choose to launch paid subscriptions now?

According to the article’s explanation, the core logic is the large gap between cost and revenue—daily compute consumption reaches tens of millions of yuan, but daily revenue is under 1 million. The core strategy of this charging move is to separate high-compute users from the free pool, serve and price them separately, rather than aiming for short-term subscription revenue scale.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.
Comment
0/400
No comments