LI AUTO(US:LI) 经济观察报·2025-12-04 11:30Core Viewpoint - The article discusses the launch of Li Auto's AI glasses, Livis, which aims to integrate AI technology into wearable devices, positioning itself as a significant player in the emerging AI glasses market [2][3]. Group 1: Product Launch and Market Context - Li Auto officially launched its AI glasses, Livis, on December 3, with a starting price of 1999 yuan, offering a 15% government subsidy until December 31, bringing the price down to 1699 yuan [2]. - The global AI glasses market is projected to see significant growth, with IDC forecasting a shipment of 4.065 million units by mid-2025, a year-on-year increase of 64.2%, and a compound annual growth rate of 55.6% from 2024 to 2029 [2]. - Major tech companies, including Meta, Baidu, Alibaba, Huawei, Xiaomi, and Meizu, have also entered the AI glasses market, indicating a competitive landscape [2]. Group 2: Strategic Shift and Company Vision - Li Auto's entry into the AI glasses market aligns with its strategic shift towards becoming a leading artificial intelligence terminal company, as stated by CEO Li Xiang [3]. - The company has established two robotics departments focused on wearable and spatial robots, with Livis being the first product from the wearable robotics division [3][5]. - Li Auto aims to cater to two primary user groups: its car owners and technology enthusiasts, providing features that enhance both driving and daily life [3]. Group 3: Product Features and Innovations - Livis is designed with high-quality components for lightweight, battery life, and AI responsiveness, featuring a frame weight of 36 grams and a battery life of 18.8 hours [5]. - The glasses utilize a self-developed embedded operating system, Livis OS, and the Mind GPT semantic model, enhancing energy efficiency and response speed [6][7]. - Livis offers unique functionalities, including vehicle control and various lifestyle applications, with plans for future OTA updates to expand its capabilities [8]. Group 4: Market Positioning and Collaboration - Li Auto positions Livis as a reliable AI accessory rather than just a trendy consumer electronic product, emphasizing its practical applications [8]. - The company has partnered with Zeiss, a global optical leader, for product development and lens optimization, ensuring high-quality lens integration with the glasses [9][10]. - Li Auto is focused on product quality and user experience rather than immediate market share goals, indicating a long-term commitment to excellence in the AI glasses sector [10].