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

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.