理想汽车开始卖AI眼镜了，但高管预测产品爆发要两年后

Core Insights - Li Auto officially launched its first AI smart glasses, Livis, priced from 1999 yuan, marking the first product from its newly established "Wearable Robotics" division [1] - The company aims to connect the physical and digital worlds, aspiring to become a leading global AI enterprise [1][2] - Li Auto plans to enhance the AI glasses in phases, starting with weight and battery life optimization, followed by a display version developed in collaboration with Zeiss, ultimately creating a standalone device [1][2] Company Strategy - The company has completed its roadmap for chips, operating systems, and AI since 2020, with significant investments in self-developed chips and foundational models [2] - Li Auto is increasing its investment in AI, with an expected annual R&D expenditure of 12 billion yuan, over 6 billion yuan of which will be allocated to AI [2] - The CEO revealed plans to deliver an AI system equipped with self-developed M100 chips by 2026, redefining products as "embodied intelligent" robots [2] Market Context - The AI glasses integrate traditional eyewear, camera, and Bluetooth headset functionalities, differing from AR/VR glasses by not producing virtual images [2] - The global sales of Meta's Ray-Ban are projected to reach 2.25 million units in 2024, while the total sales of AI smart glasses across the industry are only 2.34 million units, indicating a competitive landscape [2] - The company is focused on core functionalities such as weight, battery life, response speed, and intelligence, aiming for simplicity and elegance in design [3] Future Outlook - The company predicts that the "iPhone moment" for AI glasses will occur around 2027-2028, coinciding with advancements in L4 autonomous driving and contextual understanding capabilities [3] - Current model capabilities are improving but not exponentially, relying heavily on sufficient contextual and environmental data [3]