Automakers cross over to seize the smart wearable market, Li Auto launches its first AI glasses, starting at 1999 yuan

Li Auto's strongest artificial intelligence (AI) accessory has arrived, marking the automaker's entry into the smart wearable market.

On the evening of December 3rd, Li Auto officially launched its first AI glasses, Livis, with a starting price of 1,999 yuan, which can be as low as 1,699 yuan after national subsidies. With this, Li Auto becomes the first automotive manufacturer to enter the AI glasses field. These glasses weigh only 36 grams, have a battery life of 18.8 hours, and come standard with Zeiss lenses, indicating that automakers are beginning to expand into smart wearable devices, seeking new user touchpoints and traffic entry points.

Li Auto's Senior Vice President Fan Haoyu stated that the AI glasses are a natural extension of Li Auto's smart experience from the car to users' all-day life companionship. The product is equipped with Li Auto's self-developed MindGPT-4o multimodal large model and the newly upgraded "Li Classmate" AI assistant, which has served nearly 1.5 million car owners.

This cross-industry move reflects the industrial challenges faced by automotive manufacturers. As high-value, low-frequency consumer goods, automakers face long repurchase cycles and low repurchase rates after users buy cars, urgently needing to find new traffic entry points to enhance brand exposure and continuously bind users. The AI glasses are a concrete realization of this industrial demand.

The launch of Li Auto's AI glasses comes at a time when the domestic AI glasses market is rapidly developing. According to CINNO Research data, the sales of the domestic consumer-grade AI/AR market are expected to increase by 186% year-on-year in the third quarter of 2025, with non-screen AI glasses showing active performance.

Product Positioning: Wearable Robot Rather Than In-Car Accessory

Internally, Li Auto positions the AI glasses as "wearable robots," which is part of its embodied intelligence strategy. In this strategy, the AI glasses and Li Auto's vehicles are on an equal footing, together forming a complete embodied intelligence ecosystem.

Li Auto's AI glasses Livis adopt a mainstream product form, focusing on image recording and voice interaction functions, rather than being equipped with optical display modules. The product features a 12-megapixel lens, supports 105° ultra-wide-angle shooting, and has EIS electronic image stabilization.

In terms of vehicle interaction, users can perform operations such as turning on the air conditioning, heating the steering wheel, and controlling the tailgate through voice commands to "Li Classmate."

Li Xiang, CEO of Li Auto, stated that the team's research on smart glasses began two years ago after being dissatisfied with the experience of trying products from brands like Meta, leading to the official launch of the AI glasses project in 2024. The product is named "Livis" in homage to the AI butler "J.A.R.V.I.S." from Iron Man.

Technical Advantages: In-Car Computing Power Empowering Wearable Devices

Li Auto's AI glasses possess unique advantages on a technical level. The product is equipped with Li Auto's self-developed Livis OS embedded operating system and WearLink Realtime Audio communication system. With the support of the MindGPT-4o model, the question-and-answer wake-up speed reaches 300ms, and the end-to-end execution response time is 800ms.

The core advantage of car manufacturers "making glasses" lies in computing power support. The Li Auto L6 Max comes with two Orin X chips, boasting a computing power of up to 508 TOPS. When handling complex functions such as map navigation and AR scene interaction, the AI glasses can "offload" data processing and command calculations to the in-car computing power platform, forming a division of labor model of "lightweight interaction of glasses + deep computing of cars."

In product design, Li Auto directly addresses the industry’s triangular contradiction of balancing weight, battery life, and performance, controlling the frame weight to 36 grams, allowing for continuous operation for 18.8 hours in simulated daily use scenarios, with a standby battery life of 78 hours.

Market Challenges: Car Manufacturers Face Brand Recognition Disadvantages

Despite the high completion level of the product, Li Auto's entry into the AI glasses market still faces challenges. The current AI glasses market is highly competitive, with Xiaomi's AI glasses starting at a price of 1999 yuan, and Alibaba's Quark AI glasses available for as low as 1899 yuan, indicating a competitive landscape of "preemptive competition."

The logic of car manufacturers and internet giants in the AI glasses field is similar, both hoping to occupy the traffic entry point before the next wave of terminal revolution. However, there is a significant difference in user bases; internet giants have tens of millions or even over a billion users, while car manufacturers have a relatively smaller user base.

In terms of brand recognition, car manufacturers like Li Auto do not possess traditional advantages in the consumer electronics field. Although the product is positioned as a "wearable robot," providing an independent user experience apart from the car, consumer acceptance of automotive brands producing smart glasses still needs to be observed.

In the future, as functionalities become richer, whether the interaction logic between the car and glasses will conflict is also a potential challenge. Cross-device function invocation and redundant computing power multitasking concurrency issues will be technical challenges that car manufacturers like Li Auto need to address