XIAOMI(HK:01810) Zhong Guo Ji Jin Bao·2025-05-17 14:33Core Insights - Xiaomi is set to launch its self-developed mobile SoC chip named "Xuanjie O1" by the end of May, marking a significant milestone in its 10-year journey of chip development [3][6] - The "Xuanjie O1" chip is expected to utilize TSMC's N4P process technology and will be featured in multiple products beyond smartphones, potentially including the upcoming Xiaomi 15S Pro [2] - With the introduction of its self-developed chip, Xiaomi will join the ranks of Apple, Samsung, and Huawei as one of the few global brands with core self-developed chips, enhancing its competitive edge in the market [2] Company Developments - Xiaomi's chip development journey began in 2014 with the establishment of Pinecone Electronics, which faced challenges with the initial Surge S1 chip but has since progressed to develop other chips like Surge C1 and P1 [2] - Analysts view the launch of "Xuanjie O1" as a breakthrough in Xiaomi's chip technology autonomy, aiming to disrupt the current oligopoly in the global mobile SoC market, where MediaTek, Apple, and Qualcomm hold significant shares [2] - The self-developed chip is anticipated to become a central computing hub for Xiaomi's "smart home" ecosystem, further strengthening its competitive barriers [2]