是说芯语·2025-05-27 01:58Core Viewpoint - Xiaomi's ambitious plan to develop its own 3nm SoC chips may face challenges due to potential restrictions on collaboration with TSMC amid ongoing US-China trade tensions [1][2][3] Group 1: Xiaomi's Chip Development - Xiaomi has announced plans to invest at least 50 billion RMB (approximately 6.9 billion USD) over the next decade to develop its own chips, starting from 2025 [1] - The first self-developed SoC chip, "XRING 01," was launched using TSMC's second-generation 3nm process, aimed at competing with advanced chips like Apple's A18 Pro [2][5] - The company has not disclosed how many SoC chips it plans to produce, indicating uncertainty in its production scale [1][5] Group 2: Potential Collaboration Issues - The US government may impose restrictions on TSMC's collaboration with Xiaomi to prevent the rapid advancement of Chinese AI chip technology [2] - Concerns exist that Xiaomi's technology could be shared with other Chinese companies, giving them a competitive edge [2] Group 3: Market Position and Competition - Despite launching its own chip, Xiaomi is expected to continue relying on Qualcomm and MediaTek for approximately 40% of its smartphone components [2][3] - Qualcomm's CEO stated that Xiaomi's announcement of its first smartphone chip would not impact Qualcomm's business, highlighting the ongoing reliance on established suppliers [3] Group 4: Performance of Xiaomi's SoC - Initial performance tests of the "XRING 01" chip showed disappointing results, underperforming by 13% compared to Xiaomi's claims and falling short against Qualcomm's Snapdragon 8 Elite and MediaTek's Dimensity 9400 [4][5] - The integration of hardware and software in Xiaomi's SoC aims to provide a unique user experience, although the initial performance raises concerns about its competitiveness [5]