雷军动情复盘小米造芯！“难以言说的焦虑，压力让人窒息”

Core Insights - Xiaomi's journey into chip development began with a deep reflection five years ago, leading to a commitment to invest 100 billion yuan in R&D and a shift from being an internet company to a technology-driven firm [2] - The company faced significant challenges in 2022, with a 15% revenue decline, marking the first such drop in its 15-year history, largely due to geopolitical factors [3] - Despite internal doubts about the chip initiative, Xiaomi's leadership emphasized the long-term importance of self-developed chips, leading to a renewed commitment to the project [4] - In May 2023, Xiaomi successfully launched its first flagship SoC, the玄戒O1, which was seen as a significant achievement, although the company acknowledged that this was just the beginning of a long journey [8] - Xiaomi is also developing the next generation of its chip, tentatively named XRingO2, which is expected to continue using 3nm technology [11] Company Strategy - Xiaomi's strategic pivot involved restructuring its management team, with 9 out of 12 executives being new hires to support the chip initiative [2] - The company has committed to a long-term investment strategy, planning to invest at least 50 billion yuan over a decade in its chip development [2] - The decision to continue with chip development was made during a tense executive meeting, highlighting the leadership's resolve to not abandon the project despite financial pressures [4] Product Development - The玄戒O1 chip was successfully tested and integrated into four products, with plans for future applications in automotive technology [8] - The company aims to validate its technology with the first generation of the玄戒 chip, while the second generation is expected to expand its use [8] Market Context - Xiaomi's challenges are compounded by simultaneous ventures into both chip development and electric vehicle production, indicating a high-stakes strategy that leverages its accumulated resources [9]