XIAOMI(HK:01810) Sou Hu Cai Jing·2025-07-10 01:15Core Viewpoint - The use of consumer-grade chips in the Xiaomi YU7 vehicle has sparked debate, but it is deemed acceptable for smart cockpit applications, as these chips can meet the necessary requirements without compromising safety [1][2][3]. Group 1: Chip Usage in Automotive - Consumer-grade chips can be used in smart cockpit applications, as they do not directly control vehicle operations, unlike control and driving chips which must be automotive-grade [2][3]. - Xiaomi's decision to use the Snapdragon 8 Gen3 chip in the YU7 has been criticized, but it aligns with industry practices where companies like Tesla also utilize consumer-grade chips in their smart cockpits [2][9]. Group 2: Cost Considerations - The cost of automotive-grade chips, such as Qualcomm's 8295P, can be several thousand dollars each, leading to significant expenses for manufacturers, especially with high sales volumes [5][7]. - By developing its own consumer-grade chips, Xiaomi could drastically reduce costs, potentially saving hundreds of millions of dollars annually if implemented across large production volumes [7][9]. Group 3: Strategic Vision - Xiaomi aims to transition from using third-party chips to its own self-developed chips for smart cockpit applications, which would enhance cost efficiency and customization [5][9]. - The gradual shift to in-house chip development is seen as a strategic move to avoid dependency on external suppliers and to better integrate with their systems [9].