XIAOMI(HK:01810) Sou Hu Cai Jing·2025-05-22 12:37Core Insights - Xiaomi has launched its new self-developed mobile SoC chip, Xuanjie O1, marking a significant return after an 8-year hiatus since the release of the Surge S1 in 2017 [1][3] - The development of Xuanjie O1 was a 4-year project aimed at competing with Apple, showcasing Xiaomi's commitment to high-end market penetration [3][10] Technical Specifications - Xuanjie O1 utilizes TSMC's second-generation 3nm technology, featuring 19 billion transistors and a chip area of only 109mm², significantly improving energy efficiency [3] - The CPU architecture is innovative, employing a "2+4+2+2" ten-core design, balancing high performance and low power consumption [3] - The GPU consists of a 16-core design with the latest Immortalis-G925, incorporating dynamic performance scheduling to reduce power consumption while enhancing graphics performance [3] Performance Metrics - The Xuanjie O1 achieved an AnTuTu score exceeding 3 million, placing it in the first tier, although it still lags behind top-tier chips [5] - GeekBench scores show a single-core score of 3008, approximately 15% lower than Apple's, while the multi-core score of 9509 surpasses Apple's by about 9% [5][6] Investment and Development - Xiaomi has invested over 13.5 billion RMB in the development of its chip technology, with a team of over 2500 people, and plans to invest over 6 billion RMB in 2025 alone, aiming for a total investment of at least 50 billion RMB over ten years [6][10] - The Xuanjie O1 chip is featured in Xiaomi's latest flagship models, the Xiaomi 15S Pro and Xiaomi Pad 7 Ultra, indicating a strategic shift towards high-end devices [6][10] Product Pricing and Market Strategy - The Xiaomi 15S Pro is priced at 5499 RMB for the 16GB+512GB version and 5999 RMB for the 16GB+1TB version, while the Xiaomi Pad 7 Ultra ranges from 5699 RMB to 7399 RMB depending on the configuration [8] - The launch of Xuanjie O1 signifies Xiaomi's determination to challenge the high-end market, moving beyond mid-range applications seen with the Surge S1 [10]