VLMs Need Words: Vision Language Models Ignore Visual Detail In Favor of Semantic Anchors

When a Vision-Language Model (VLM) sees a blue banana and answers "yellow", is the problem of perception or arbitration? We explore the question in ten VLMs with various sizes and reveal an Encoding-Grounding Dissociation: models that fail to report what they see (and thus provide a wrong answer) still encode the visual evidence as strongly as models that provide the correct answer. Using Multimodal Arbitration Crossover (MAC) analysis with layer-by-layer Logit Lens probing, we track the competition between visual and prior signals across every layer of each model. We show that visual attributes can be linearly decodable from early layers (AUC > 0.86). The accuracy remains nearly identical for both successful and failed samples. However, the gap in the final-layer logit - not the strength of encoding - better predicts grounding outcomes with a correlation of $ρ=$ 0.847. After having studied when VLMs base their answers on image clues rather than prior knowledge, we want to understand the causal relationships. We establish causality through full-sequence activation patching. The standard last-token interventions in LLM interpretability do not affect VLMs. In contrast, replacing the full token sequence at layers identified by MAC alters 60 to 84% of outputs. Partial-token decomposition shows that image tokens carry almost all of the causal impact, while text tokens have none. Scaling addresses the remaining architectural differences to achieve perfect retention. Moving from diagnosis to intervention, we show that training-free activation steering - both linear and sparse autoencoder-guided - in early layers can improve visual grounding by up to +3.8% with degrading performance in some setups. Overall, these findings lead to a clear conclusion: VLMs already see well, but the challenge is acting on what they see. Targeted interventions can help to bridge this gap.

Benchmark accuracy is often implicitly assumed to reflect grounded visual understanding in vision-language models (VLMs), yet it remains unclear to what extent such scores truly reflect reliance on visual evidence. Motivated by a surprising observation that removing a substantial fraction of image tokens only degrades model performance very slightly on a widely used hallucination benchmark, we systematically investigate this mismatch in a set of open-source VLMs. Our analysis spans multiple levels of granularity, spanning global visual degradation, localized occlusion, question reformulation, answer-space expansion, and decision-level analyses beyond standard accuracy. We further complement these behavioral results with a layer-wise analysis of vision-token geometry. Throughout the experiments, we find that although VLMs do incorporate visual input, their predictions are less sensitive to the loss of fine-grained visual evidence that standard accuracy should have suggested. Even when the final prediction remains unchanged, the model's internal support for the correct answer may already be weakened. We further complement a representation-level analysis, which shows increasing similarity among visual tokens in deeper layers, providing a possible explanation for our findings. Together, these results suggest that current benchmarks are not sufficient to reliably evaluate fine-grained visual grounding in VLMs.

Vision-language models (VLMs) have made substantial progress across a wide range of visual question answering benchmarks, spanning visual reasoning, document understanding, and multimodal dialogue. These improvements are evident in a wide range of VLMs built on a variety of base models, alignment architectures, and training data. However, recent works show that these models trail behind in traditional image classification benchmarks, which test fine-grained visual knowledge. We test a large number of recent VLMs on fine-grained classification benchmarks and identify potential factors in the disconnect between fine-grained knowledge and other vision benchmarks. Through a series of ablation experiments, we find that using a better LLM improves all benchmark scores equally, while a better vision encoder disproportionately improves fine-grained classification performance. Furthermore, we find that the pretraining stage is also vital to fine-grained performance, particularly when the language model weights are unfrozen during pretraining. These insights pave the way for enhancing fine-grained visual understanding and vision-centric capabilities in VLMs.