LI AUTO(US:LI) 创业邦·2025-12-04 10:45Core Viewpoint - The article discusses the launch of Li Auto's first wearable device, the Livis AI glasses, which are positioned as a significant advancement in the company's AI product line and a strategic move away from traditional automotive competition [5][29]. Product Overview - Li Auto has introduced the Livis AI glasses with a starting price of 1999 yuan, which can be reduced to 1699 yuan with a government subsidy [5]. - The glasses weigh only 36 grams, making them the lightest in the industry, and offer a long battery life of 18.8 hours [12][14]. - Livis features a 12-megapixel camera with a 105° ultra-wide angle, EIS stabilization, and supports various recording formats [17]. Technological Features - The glasses utilize custom Zeiss optical lenses with T* coating technology, achieving 92% light transmittance and reducing reflection by 99% [12]. - They include an AI assistant, "Li Xiang," capable of controlling vehicle functions through voice commands, enhancing user interaction [22][23]. - Livis supports seamless integration with Li Auto vehicles, allowing users to control car features without needing to access their phones [25][27]. Market Context - The AI glasses market is experiencing rapid growth, with over 40 new models launched this year, indicating a competitive landscape [35]. - According to IDC, global AI glasses shipments are expected to reach 4.065 million units in the first half of 2025, marking a 64.2% year-on-year increase [35]. Strategic Implications - Li Auto's investment in AI technology is substantial, with over 60 billion yuan allocated to AI development in 2024, reflecting a shift towards integrating AI into their product offerings [29][30]. - The launch of Livis is seen as a step towards establishing Li Auto as a leader in embodied intelligence, moving beyond traditional electric vehicle competition [30][32]. - The glasses are designed to enhance user engagement and create a closed-loop ecosystem that integrates automotive services into daily life, potentially increasing customer loyalty [37].