Guo Ji Jin Rong Bao·2025-12-04 14:26Core Insights - The launch of the AI glasses "Livis" by Li Auto marks the company's entry into the competitive smart glasses market, with a starting price of 1999 yuan and a promotional price of 1699 yuan until December 31 [2][4] - Livis is designed as a wearable device that integrates AI capabilities, aiming to enhance user interaction with both the glasses and Li Auto's vehicles [5][6] Product Features - Livis features a 1200-megapixel ultra-wide-angle camera, weighs 36 grams, and has a battery life of 18.8 hours, with wireless charging capabilities [2] - The glasses come equipped with Zeiss lenses and offer various customization options, including photochromic and sunglasses versions [2] AI Integration - The glasses are powered by Li Auto's self-developed MindGPT-4o multimodal model, enabling voice interaction, visual Q&A, and memory Q&A functionalities [2][6] - Li Auto positions Livis as a key component of its "human-vehicle-home" intelligent ecosystem, extending the smart experience beyond the vehicle [6] Competitive Landscape - The smart glasses market is highly competitive, with established players like Rokid, Xiaomi, and Baidu already present, making it challenging for Li Auto to gain market share [6][7] - Li Auto's strategy includes leveraging vehicle integration as a unique selling point, allowing users to access vehicle information and control functions through the glasses [6][8] Market Challenges - Concerns about the safety of using smart glasses while driving have been raised, as they may distract drivers similarly to mobile phone usage [7][8] - The potential user base for Livis is limited compared to internet giants with extensive ecosystems, raising questions about the glasses' market penetration among Li Auto's approximately 1 million vehicle owners [8]