LI AUTO(US:LI) 创业邦·2025-12-09 00:09Core Viewpoint - The launch of the Livis AI glasses marks a strategic pivot for Li Auto, aiming to redefine the boundaries of an automotive company in the era of embodied intelligence [2][4][12]. Industry Positioning - Li Auto enters the competitive smart glasses market, which is already crowded with major players like Meta and Google, indicating a significant strategic move to position itself beyond traditional automotive manufacturing [4][5]. - The Livis glasses are seen as a critical component of Li Auto's vision for "automotive robots," enhancing the sensory capabilities of vehicles and expanding the company's ecosystem [6][9]. Technological Framework - Li Auto's strategy emphasizes the development of a comprehensive AI system that integrates perception, modeling, and operating systems, with Livis serving as the first practical application of this system outside the vehicle [12][23]. - The company is building a "visual-language-action" (VLA) model to enhance the understanding of the physical world, positioning the Livis glasses as a key tool for data collection and environmental awareness [9][10]. Product Development and Philosophy - The Livis glasses weigh only 36 grams, setting a new industry standard for lightweight design, which is crucial for user comfort during extended wear [14]. - Livis OS, a specialized operating system for the glasses, optimizes power consumption and enables a typical battery life of 18.8 hours, significantly outperforming competitors [15][17]. User Experience and Interaction - The glasses are designed for quick interaction, achieving a wake-up time of 300 milliseconds and an end-to-end response time of 800 milliseconds, facilitating a seamless user experience [17]. - Livis enhances vehicle control through voice commands, allowing users to perform tasks like adjusting climate settings without needing to physically interact with the vehicle [20][22]. Ecosystem and Global Strategy - Li Auto's collaboration with Zeiss for high-quality optical lenses not only improves product quality but also facilitates entry into global markets through Zeiss's extensive distribution network [23][24]. - The Livis glasses may serve as a precursor to Li Auto's automotive products in international markets, helping to establish brand recognition and gather user data for future developments [25].