Core Viewpoint - Black Sesame Intelligence (000716) has seen a stock increase of over 3%, currently trading at 21.9 HKD, with a transaction volume of 83.89 million HKD, following the launch of Li Auto's first AI glasses, Livis, which has garnered significant industry and market attention [1] Group 1: Partnership and Product Development - Black Sesame Intelligence is collaborating closely with Li Auto to develop AI imaging solutions that include HDR fusion, MFNR multi-frame noise reduction, video EIS stabilization, night scene enhancement, and portrait beautification algorithms [1] - The AI glasses, Livis, utilize a distributed processing scheme that allows the glasses and smartphone to work together, optimizing algorithm performance and memory usage to balance effect and power consumption [1] Group 2: Customization and Compatibility - Black Sesame Intelligence has customized configurations based on diverse usage scenarios, optimizing core dimensions such as detail enhancement, noise processing, and portrait enhancement [1] - The collaboration enables Livis to be widely compatible with mainstream smartphone platforms like Qualcomm, MTK, and Kirin, as well as operating systems including Android, iOS, and HarmonyOS, thereby reaching a broader user base [1]

Core Viewpoint - Black Sesame Intelligence (02533) has seen a stock increase of over 3%, currently at 21.9 HKD, with a trading volume of 83.89 million HKD, following the launch of Li Auto's first AI glasses, Livis, which has garnered significant industry and market attention [1] Group 1: Company Collaboration - Black Sesame Intelligence is collaborating deeply with Li Auto to develop AI imaging solutions that include HDR fusion, MFNR multi-frame noise reduction, video EIS stabilization, night scene enhancement, and portrait beautification algorithms [1] - The collaboration aims to provide a high-quality imaging experience for users by covering high-frequency usage scenarios such as night scenes and portraits [1] Group 2: Technical Innovations - Livis employs a distributed processing solution, where the glasses and smartphone work in tandem to optimize performance and power consumption [1] - Black Sesame Intelligence has focused on optimizing algorithm performance and memory usage to enhance post-processing speed while minimizing algorithm execution time [1] Group 3: Customization and Compatibility - The company offers customized configurations based on diverse usage scenarios, optimizing core dimensions such as detail enhancement, noise processing, and portrait enhancement [1] - The algorithm SDK from Black Sesame Intelligence is deeply integrated with the Li Auto app, allowing Livis to be compatible with mainstream smartphone platforms like Qualcomm, MTK, and Kirin, as well as operating systems including Android, iOS, and HarmonyOS [1]

Core Insights - The launch of Livis, the first AI glasses by Li Auto, marks a significant crossover from the smart automotive sector to the smart wearable device market [1][2] - The AI imaging solution for Livis is developed through a deep collaboration with Hezhima Intelligent, showcasing the potential of AI imaging technology in the wearable sector [1] Company Developments - Li Auto's Livis features a comprehensive AI imaging solution that includes various imaging algorithms, covering high-frequency user scenarios such as night scenes and portraits [1] - Hezhima Intelligent has extensive experience in AI imaging, having collaborated with major companies like Samsung and Lenovo, and has equipped over 500 million devices with its technology [1] Industry Impact - The successful release of Livis signifies a breakthrough for Li Auto in diversifying its product offerings beyond smart vehicles [2] - Hezhima Intelligent's provision of core AI imaging solutions for Livis represents a significant industry milestone, demonstrating the successful integration of technology across different sectors [2]

Core Insights - The launch of Li Auto's first AI glasses, Livis, has garnered significant attention in the industry and market [1][3] - The collaboration between Black Sesame Intelligence and Li Auto focuses on creating AI imaging solutions that enhance user experience through various advanced algorithms [1][3] Company Developments - Livis aims to provide a seamless smart experience both inside and outside the vehicle, with Li Auto's CEO praising it as the "best AI accessory" [3] - The development involved a seven-month collaboration between Black Sesame's and Li Auto's technical teams, utilizing a point-to-point integration model to ensure timely market release [3] - Livis employs a distributed processing solution, allowing the glasses and smartphones to work together, optimizing algorithm performance while minimizing processing time [3] Technology and Market Trends - Black Sesame has extensive experience in AI imaging, having partnered with major companies and equipped over 500 million devices, demonstrating its market reach and technological maturity [4] - AI glasses are seen as a crucial bridge between the digital and physical worlds, with the market expected to grow rapidly; global AI glasses shipments are projected to reach 78% of total smart glasses shipments by the first half of 2025 [4] - The successful launch of Livis marks Li Auto's expansion from smart vehicles to smart wearable devices, while Black Sesame achieves a significant industry breakthrough [4]

Core Insights - Li Auto's first AI glasses, Livis, were officially launched on December 3, attracting significant attention from the industry and market [1] - The collaboration between Black Sesame Intelligence and Li Auto focuses on creating AI imaging solutions, including HDR fusion, multi-frame noise reduction, video EIS stabilization, night scene enhancement, and portrait beautification [1][3] - Livis aims to provide a seamless smart experience both inside and outside the vehicle, with Li Auto's CEO praising it as "the best AI accessory" [3] Company Developments - The development of Livis involved a seven-month deep collaboration between Black Sesame Intelligence and Li Auto's technical teams, utilizing a point-to-point seamless connection model to efficiently advance the project [3] - Livis employs a distributed processing solution, where the glasses and smartphone work together to optimize performance while balancing effect and power consumption [3] - The collaboration allows Livis to be compatible with mainstream smartphone platforms such as Qualcomm, MTK, and Kirin, as well as operating systems like Android, iOS, and HarmonyOS, broadening its user base [3] Industry Trends - Black Sesame Intelligence has extensive experience in the AI imaging field, having partnered with major companies like Samsung, Lenovo, and Motorola, with over 500 million devices equipped with its solutions [4] - AI glasses are seen as a key bridge connecting the digital and physical worlds, with the market for AI glasses expected to grow rapidly; Counterpoint data indicates that by the first half of 2025, AI glasses will account for 78% of total smart glasses shipments [4] - The successful launch of Livis marks Li Auto's transition from the smart automotive sector to the smart wearable device market, while Black Sesame Intelligence achieves a significant industry breakthrough [4]