理想汽车开始卖AI眼镜了

Core Viewpoint - Li Auto has officially launched its first AI smart glasses, Livis, priced from 1999 yuan, marking the first product from its newly established "wearable robotics" department [3][4]. Group 1: Product Development and Vision - The AI glasses will undergo phased iterations, starting with optimizing weight and battery life, followed by a display version developed in collaboration with Zeiss, ultimately aiming for a standalone device [3][4]. - Li Auto's CEO, Li Xiang, has expressed the company's vision to connect the physical and digital worlds, aspiring to become a leading AI enterprise globally [3][4]. - The company envisions various forms of "robots," including L4 autonomous vehicles as "car robots," upgraded smart cockpits as "intelligent space entities," and AI glasses as "wearable robots" [3][4]. Group 2: Investment and Research - Since 2020, Li Auto has been planning its roadmap for chips, operating systems, and AI, confirming the feasibility of the AI glasses project last year [4]. - The company is significantly increasing its investment in AI, with an expected R&D expenditure of 12 billion yuan for the year, over 6 billion yuan of which will be allocated to AI-related fields [5]. Group 3: Market Context and Competition - The AI glasses lack an optical display system and integrate functions of traditional glasses, cameras, and Bluetooth headsets, differing from AR/VR glasses by not producing virtual images [5]. - The global sales of AI smart glasses are currently low, with only 2.34 million units sold in total, compared to 2.25 million units of Meta's Ray-Ban [5]. - The competitive landscape is evolving, with a "hundred glasses war" emerging, but Li Auto focuses on core functionalities like weight, battery life, and responsiveness rather than competing on numerous low-frequency features [5][6]. Group 4: Future Predictions - The company predicts that the "iPhone moment" for AI glasses will occur around 2027-2028, coinciding with advancements in L4 autonomous driving and enhanced contextual understanding capabilities [6].