X @郭明錤 (Ming-Chi Kuo)

Xiaomi 17 Series Update & Analysis: Shipment Cut, Challenges, and Paths Back to Growth1. Shipment plan cut: My latest industry surveys point to a significant ~20% cut for the Xiaomi 17 series shipments (from an original target of ~10M units). If there is no further step-up in pricing or marketing going forward, total shipments for the 17 series could fall below the 15 series’ ~8M units.2. Mix shift behind the cut: The cut is mainly due to weaker-than-expected demand for the standard model. It was expected t ...