From Retrieval to Recognition:How Vision--Language Models Become OCR Specialists

arXiv:2609.21543v1 Announce Type: new Abstract: Does a general vision--language model acquire specialized OCR ability by developing a new reading circuit or by reusing an existing mechanism? We address this question in the setting of full-sequence OCR, rather than local-answer retrieval. Using an evidence-grounded protocol with held-out causal interventions, we identify sparse and stable OCR-head sets in GLM-OCR, MinerU2.5, and PaddleOCR-VL-1.6. We then investigate the mechanistic origin of these OCR heads by comparing them with independently identified textual retrieval/copy heads in general VLMs. Across two general VLMs, visual OCR heads strongly overlap independently identified textual retrieval/copy heads, yielding untuned top-20 intersections of 73.3% and all-head Spearman correlations of 0.677-0.886. The overlap and causal interventions suggest that full-sequence OCR operates as dense sequential multimodal copy-and-paste, repeatedly retrieving visual evidence and routing it to the current output position. Finally, we examine how this shared circuit changes as a general VLM becomes an OCR specialist. Matched base-to-specialized comparisons show that OCR specialization largely preserves head identity, retaining 17-20 of the top 20 heads per task with all-head rank correlations of 0.874-0.942, while redistributing their functional and causal strengths.