XIAOMI(HK:01810) 是说芯语·2026-02-07 00:52Core Viewpoint - The recent investment by Xiaomi into Unisoc QingTeng signifies a strategic partnership aimed at enhancing the supply chain for Xiaomi's ecosystem, particularly in the NFC chip sector, which is crucial for various smart devices [1][3]. Group 1: Investment and Financing - Xiaomi's investment in Unisoc QingTeng has increased the company's registered capital from approximately 59.21 million to 65.98 million yuan [1]. - Historical financing rounds for Unisoc QingTeng include investments from Shenzhen Capital Group and Xiaomi's investment arm, with undisclosed amounts in the A round and angel round [2]. Group 2: Strategic Importance - The partnership allows Xiaomi to address supply chain vulnerabilities exposed during the 2023 NFC chip shortage, ensuring better control over core components [4][6]. - Unisoc QingTeng, established in 2019, focuses on smart IoT chips, including NFC chips, which align with Xiaomi's extensive product ecosystem [3][6]. Group 3: Market Context and Opportunities - The global NFC chip market is dominated by foreign giants, holding over 60% of the market share, while domestic manufacturers face challenges in production quality and technology [4]. - The NFC technology is evolving beyond payment solutions, becoming integral to the digital economy, with advancements in distance, speed, and security [7]. Group 4: Future Prospects - The global IoT market is projected to reach $1.8 trillion by 2025, with low-power NFC and wireless communication chips growing at over 15% annually [8]. - The collaboration between Xiaomi and Unisoc QingTeng is seen as a significant step towards domestic NFC chip manufacturers gaining a foothold in both consumer and industrial applications, potentially enhancing their influence in the global supply chain [8].