外卖大战刚打完，大厂新一轮「烧钱抢市场」又来了

Core Viewpoint - The competition in the AI glasses market is intensifying as major companies like Baidu, Alibaba, and Li Auto launch their products, with Li Auto's Livis glasses selling out quickly after release [1][3]. Group 1: Market Dynamics - Li Auto's AI glasses Livis were launched without pre-sale, directly shipping at a competitive price of 1699 yuan, leading to rapid sell-out within two hours [1]. - Other major players, including Google, Vivo, and Xiaomi, are also exploring AI glasses, with Google reportedly in the POC stage for two products [3][4]. - The entry of various companies into the AI glasses market indicates a significant shift, with many viewing it as a strategic necessity for data collection and user interaction [4][18]. Group 2: Strategic Importance - AI glasses are seen as a critical extension of existing hardware experiences for consumer electronics companies, while for internet giants, they represent a necessary entry point for data collection and model enhancement [4][17]. - Companies like Alibaba and Baidu are aggressively pursuing AI glasses as a strategic product, with Baidu defining it as an S-level strategic initiative [20][22]. - The competition is not just about hardware but also about the underlying data that can be collected through these devices, which is crucial for future AI developments [12][17]. Group 3: Industry Trends - The hardware barrier for entering the AI glasses market has lowered significantly, allowing a wide range of players to participate [25][29]. - The supply chain for AI glasses is rapidly evolving, with companies like Qualcomm and Foxconn involved in production, leading to shorter project cycles and controlled hardware costs [28][29]. - The market is characterized by a "comprehensive competition," where the ability to deliver high-quality products without flaws is essential for success [30].