李想造AI眼镜:未被暂停过的项目、从未公开的野心
2 1 Shi Ji Jing Ji Bao Dao·2025-12-05 10:49

Core Viewpoint - Li Auto has officially launched its first AI eyewear product, Livis, priced at 1999 yuan, with a promotional price of 1699 yuan after subsidies. The company aims to target existing Li Auto users and tech enthusiasts, despite low initial sales expectations [1][2][9]. Product Launch and Features - Livis is claimed to be the lightest AI eyewear on the market, weighing only 36g, which is just 10g heavier than regular glasses [1]. - The product is a result of a strategic collaboration with Zeiss, focusing on integrating the AI assistant "Li Xiang" into users' daily lives through both a mobile app and the eyewear [3][12]. - The company has set a goal of acquiring at least 10,000 seed users for Livis, with a return rate lower than the industry average of 30-50% [8][9]. Market Context and Strategy - Li Auto has historically focused on refining a single vehicle model, but is now diversifying into AI eyewear amid declining sales, with monthly sales dropping from 50,000 to 30,000 units [2][10]. - The decision to enter the AI eyewear market comes after observing the success of Meta's Ray-Ban Meta glasses, indicating a strategic pivot to capitalize on emerging technology trends [3][6]. - Despite skepticism from investors and employees regarding the timing and focus of this new product, the company remains committed to its AI strategy, emphasizing user experience over immediate sales [5][10][12]. Development and Future Plans - The development of Livis has been a long-term project, with initial research dating back to 2020, and the first prototype completed in mid-2022 [14][15]. - Future iterations of the product are planned, including models with display capabilities, aiming to create a fully independent wearable device that does not require a smartphone [24][26]. - The company is focused on ensuring high-quality production standards, with plans for 100% inspection of each unit produced [24][27].