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 - Lei Jun's annual speech highlighted Xiaomi's journey in chip development, emphasizing the company's commitment to core technology and innovation [3][4][10] Group 1: Company Strategy - Xiaomi underwent a significant internal reflection five years ago, deciding to pivot from being perceived as a marketing-driven company to a technology-focused firm, committing to invest 100 billion yuan in R&D [3] - The company restructured its management team, with 9 out of 12 executives being new hires, to support its technological ambitions [3] - Xiaomi's chip development journey began in 2014, but faced challenges, including a difficult decision in 2018 to halt SoC chip development [4][5] Group 2: Challenges and Resilience - In 2022, Xiaomi faced a 15% revenue decline, marking the first such drop in its 15-year history, which raised concerns about the sustainability of its chip development efforts [4] - Despite internal doubts, Lei Jun emphasized the importance of not abandoning chip development, leading to a renewed commitment from the executive team [5] - In May 2023, Xiaomi successfully launched its first flagship SoC, the玄戒O1, which was well-received, indicating a significant milestone in its chip development journey [10] Group 3: Future Prospects - Xiaomi is currently developing the next generation of its chip, tentatively named XRingO2, which is expected to utilize 3nm technology and maintain a flagship positioning [12] - The company is simultaneously pursuing automotive ventures alongside its chip development, indicating a strategic push into multiple high-tech sectors [10]