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Galaxy Securities highlighted that on December 3, 2025, Li Auto rolled out its inaugural pair of AI smart glasses, named Livis. At present, the AI glasses sector is experiencing rapid growth, with internet behemoths, smartphone makers, and AR start - ups all making their foray into the market. Gradually, the various product forms in this field are gaining acceptance among the mass consumer market. The introduction of Livis not only broadens the ecosystem of the Li Auto brand but also carves out a novel development trajectory for the AI glasses industry, setting it apart from the paths taken by smartphone manufacturers and internet firms. Driven by technological progress, market demand is on the rise, and the smart glasses industry chain is on the cusp of a significant upswing.
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