DingTalk's "Plan D" roadmap emerges

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With the imminent launch of DingTalk AI 1.1’s new blockbuster, a project codenamed “D Plan” has once again stirred up the tech world.

Recently, Wall Street News learned from internal sources at DingTalk that the contours of a secret project codenamed “D Plan” have begun to emerge. The outside world sees it as potentially involving hardware, possibly resulting in the rumored “Doubao Phone.”

It is reported that the “D Plan” codename has recently been circulated among insiders at DingTalk and its supply chain partners. In August of this year, at the end of the DingTalk AI 1.0 product launch, founder Wu Zhao (Chen Hang) briefly displayed the words “DingTalk Real” on the screen after his speech, but no explanation was given, leading to widespread speculation.

Some analysts believe this may be closely related to the forthcoming DingTalk AI 1.1 version launch event scheduled for December 23.

Regarding the rumors about the “Doubao Phone” and the specifics of the “D Plan,” DingTalk’s official response was: “‘Doubao Phone’ we’ve heard of, ‘D Plan’ we haven’t. The company does have a very high level of confidentiality for certain innovation projects.”

This response, neither a direct confirmation nor a complete denial, has further whetted the market’s appetite. Is the so-called “phone” a conventional smartphone in the traditional sense, or a brand-new AI Agent-based interactive terminal?

Industry observers point out that the exposure of the “D Plan” codename is seen as a key step in DingTalk’s transition from a software ecosystem toward integrated software and hardware, exploring the next generation of enterprise-level AI hardware. The “D” in its codename might originate from “DingTalk” itself, though a strategic intention to enter or benchmark a specific market cannot be ruled out.

If the “D Plan” does materialize into a “hardcore” product as the rumors suggest, this would mark a shift in Alibaba’s approach to the B-end market—from providing connectivity tools to offering integrated smart productivity solutions.

In today’s increasingly intense collaborative office market, with AI and hardware integration growing ever closer, whether DingTalk will present results that go beyond the realm of software will be a key indicator of Alibaba’s direction for innovation across both B-end and C-end markets. This strategic move by DingTalk could become an important barometer for whether China’s enterprise-level SaaS market can break through its ceiling in the AI era.

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