XIAOMI(HK:01810) Mei Ri Jing Ji Xin Wen·2025-05-26 14:10Core Viewpoint - Xiaomi has officially denied rumors that its self-developed chip, the玄戒O1, is customized from Arm, asserting that the chip is entirely designed by its own team and does not utilize Arm's complete solutions [1][3]. Group 1: Chip Development and Specifications - The玄戒O1 is a flagship SoC developed over four years by Xiaomi's玄戒 team, utilizing a 3nm process technology, which is a significant advancement over previous 7nm and 4nm technologies [3][4]. - The CPU of the玄戒O1 features a super-large core with a maximum frequency of 3.9GHz, surpassing industry standards due to numerous innovations and optimizations by the team [3][4]. - Xiaomi is the fourth company globally to release a self-developed 3nm mobile processor, following Apple, Qualcomm, and MediaTek [4]. Group 2: Strategic Importance and Investment - The move to develop a 3nm chip enhances Xiaomi's negotiating power with chip suppliers and serves as a strategic measure against supply chain risks and the perception of dependency on imports [4]. - Xiaomi has invested approximately 13.5 billion yuan (around 1.9 billion USD) in research and development for the玄戒O1, with an expected R&D expenditure of over 6 billion yuan (approximately 850 million USD) this year [5]. - The R&D team for the玄戒O1 has grown to over 2,500 members, positioning Xiaomi among the top three in the domestic semiconductor design sector in terms of investment and team size [5].