Core Viewpoint - Xiaomi has officially launched its self-developed flagship chip "XringO1," which integrates advanced technology and aims to compete with leading chip manufacturers like Qualcomm and MediaTek [1][5]. Group 1: Chip Development Journey - Xiaomi's chip development journey began in 2014 with the establishment of the "Panghu" project, leading to the release of the "Panghu S1" in 2017, which was positioned as a mid-range mobile chip [3][4]. - The initial phase, referred to as the "Songguo period," saw Xiaomi's first chip, the Panghu S1, which utilized a 28nm process and featured an 8-core architecture [3][4]. - After facing setbacks, Xiaomi paused the development of large SoCs and shifted focus to smaller chips, leading to the creation of several peripheral chips like the Panghu C, P, G, and T series [4][5]. Group 2: Resumption of Large Chip Development - In early 2021, Xiaomi made a significant decision to restart its large chip development, establishing the Shanghai Xuanjie Technology Co., Ltd. to focus on mobile SoCs [4][5]. - The company invested over 13.5 billion RMB in the development of the XringO1 chip over four years, with a projected investment of over 6 billion RMB for the current year [5]. Group 3: Technical Specifications of XringO1 - The XringO1 chip is built on TSMC's N3E process, featuring a "4-cluster 10-core" design with a total of 19 billion transistors [1][5]. - The CPU configuration includes 2 super-large Arm X925 cores, 4 performance cores A725, 2 efficiency cores A725, and 2 ultra-efficiency cores A520, while the GPU consists of a 16-core G925 [1][5]. - The chip also integrates Xiaomi's self-developed ISP, NPU, and PMIC, enhancing its overall performance and capabilities [1][11]. Group 4: Innovations and Performance Enhancements - The XringO1 chip employs advanced techniques such as AI optimization and a four-level low-power architecture to achieve high performance and low power consumption [7][8]. - The ISP integrated into the chip has undergone multiple iterations, with the latest version, C4, featuring advanced capabilities for image processing [10][11]. - The NPU in the XringO1 boasts a computing power of 44 TOPS, supporting various AI applications and enhancing overall device performance [10][11]. Group 5: Future Prospects and Challenges - Xiaomi is actively working on developing its own 5G modem, with previous efforts leading to the creation of a self-developed 4G modem for smartwatches [13]. - The company aims to balance the high costs associated with advanced chip manufacturing through sales of its diverse product range, including IoT devices and smartphones [13].

Group 1 - The core message of the news is that Xiaomi is making significant advancements in its chip development, aiming to compete with top-tier companies like Apple, with a focus on its newly launched Xiaomi 15S Pro featuring the self-developed flagship SoC chip, Xuanjie O1 [2][3][4] - Xiaomi plans to invest 200 billion yuan in research and development over the next five years (2026-2030) [1] - The Xuanjie O1 chip boasts impressive specifications, including a chip area of 109mm², over 300 million comprehensive benchmark scores, and 190 billion transistors using the second-generation 3nm process technology [2][3] Group 2 - The company has been working on chip development since September 2014, with a history of 11 years in the field, facing numerous challenges and setbacks [4] - Xiaomi's chip team has grown to over 2,500 members, with a budget exceeding 6 billion yuan for chip research and development this year [4] - The company acknowledges the difficulty of creating high-end chips and aims to achieve first-tier performance levels, although it recognizes the existing gap compared to Apple's technology [3][4]

5月22日19点小米年度战略产品发布会如期举行，可以讲惊喜是一个接着一个。特别是在芯片领域投入与研发成果。 小米现在不仅拥有旗舰手机SoC也拥有了智能手表处理器，更拥有了基带研发能力以及产品。小米手表S4不仅搭载小米玄戒T1自主研发处理器，还集成了小 米自研的4G基带。这才是关于小米玄戒芯片最令人惊喜的，最令行业震惊的。大家可以自行脑补一下苹果基带研发的路程以及商用时间。其实这些都不是 关键，关键是小米在芯片领域的坚持与投入。雷军讲了很多小米自研芯片背后的故事，其中有一个细节令全场动容。 这个细节出现在雷军讲完小米15S Pro、小米平板7 Ultra以及小米手表S4之后，他特意讲了小米芯片的研发过程，以及背后的故事。此时雷军重新提了小米 15S Pro的定价，他讲如果小米15S Pro卖100万台，单颗芯片的研发成本就达到1000美元，这个成本还不算制造以及其它方面的成本。也就是讲小米15S Pro 的售价还没到一颗芯片的研发成本，换言之小米15S Pro这款机型注定是赔钱的。即使在这样的前提之下小米依然坚持在芯片领域走下去，就像雷军所讲： 后来者一开始肯定不完美，总会被嘲笑、被怀疑，但后来者总有机会，无论 ...

Core Viewpoint - Xiaomi's journey in chip development began in September 2014, with a focus on becoming a significant player in the technology sector, emphasizing the necessity of chip production for its growth and competitiveness [2] Group 1: Chip Development History - Xiaomi initiated its chip development with the launch of the "Surge S1" in 2017, which was based on a 28nm process and used in the Xiaomi 5c smartphone, but faced challenges in market sustainability [2] - The company shifted its focus to developing smaller, specialized chips after the initial setback, successfully commercializing several self-developed chips since 2021, which include functionalities for image processing, power management, and signal enhancement [2] Group 2: Investment and Resources - Over the past four years, Xiaomi has invested 13.5 billion yuan (approximately 1.9 billion USD) in its chip development efforts, with a dedicated team of over 2,500 people [2] - The company's research and development budget for chips exceeds 6 billion yuan (approximately 840 million USD) for the current year, highlighting its commitment to this sector [2] Group 3: Future Aspirations - Xiaomi aims to establish itself as a leading hardcore technology company, viewing chip development as a critical challenge that must be overcome to achieve this goal [2] - The recent announcement of the new flagship SoC chip, "Xuanjie O1," marks a significant step in Xiaomi's ongoing chip development strategy [2]

Core Viewpoint - Xiaomi has launched the Xiaomi 15S Pro smartphone, starting at a price of 5499 yuan, featuring the new "Xuanjie O1" 3nm flagship processor [1] Group 1 - The starting price of the Xiaomi 15S Pro is set at 5499 yuan [1] - The device is equipped with the "Xuanjie O1" 3nm flagship processor, indicating a focus on advanced technology and performance [1]

Group 1 - The core message emphasizes the challenges and long-term commitment of the company in developing its own chips, particularly the "玄戒O1" [1][3] - The company has invested over 135 billion RMB in chip development over the past four years, with a team of more than 2,500 people dedicated to this effort [5][7] - The company plans to continue investing in chip development for at least ten years, with a minimum investment of 500 billion RMB [5] Group 2 - The company initially began its chip development journey 11 years ago in 2014, launching its first mobile chip "澎湃 S1" in 2017 [5] - After a pause in developing large-scale SoC chips, the company shifted focus to smaller chips, including fast charging and battery management chips [5] - The company has set high goals for the "玄戒" project, aiming for the latest process technology and top-tier performance and efficiency [5][7]

2014年9月,澎湃项目立项。2017年,小米首款手机芯片"潮群51"正式亮相,是位中高 端。后来,因为种种原因,遭遇挫折,我们暂停了SoC大芯片的研发。但我们还是保留 了芯片研发的火种,转向了"小芯片"路线。再后来,小米腾邢台和达片陆续面世,包含 了快充芯片、电池管理芯片、影像芯片、天线增强芯片等"小芯片",在不同技术费道中 僵僵积累经验和崩力。这几年,很多米粉也一直在追问,小米还做不做大芯片了?网上 也有各种似是而非的传闻，也有不少人嘲笑澎湃SoC没有后续。但我想说，那不是我们 的"黑历史",那是我们的来时路。 2021年初,我们做了一个量大决议:造车。同时,我们还做了另外一个量大的决策:量 启"大芯片"业务,量新开始研发手机SoC。 小米一直有颗"拉护梦",因为,要想成为一家伟大的硬核科技公司,这片是必须舞登的 高峰,也是绕不过去的一场硬仗。我们深入总结第一次造芯的经验被训。我们发现,只 有做高端旗舰SoC,才会真正掌握先进的芯片技术,才能更好支持我们的高端化战略。 雷军微博发文：我们这次发布大芯片，不少人觉得很突然，甚至觉得做大芯片好像很"容易"。只是因为 我们一直没有对外讲过，大家不了解。 我们默默 ...

Group 1 - Xiaomi will hold a strategic new product launch event at 7 PM, introducing the new SoC chip "Xuanjie O1," flagship smartphone Xiaomi 15S Pro, Xiaomi Pad 7 Ultra, and the first SUV model Xiaomi YU7 [1] - The "Xuanjie O1" chip is a major highlight of the event, with over 13.5 billion RMB invested in R&D and a team of over 2,500 people dedicated to its development [1][2] - The YU7 SUV is positioned as a mid-to-large pure electric SUV with a length close to 5 meters and a wheelbase of 3000 mm, featuring a maximum range of 820 km and 800V fast charging capabilities [2] Group 2 - The "Xuanjie O1" chip utilizes a second-generation 3nm process with 19 billion transistors, featuring an "1+3+4" octa-core design and performance metrics that rival Snapdragon 8 Gen 3 [2] - The chip achieved an AnTuTu score of over 1.92 million and has AI computing power of 40 TOPS, with Geekbench 6 scores of 3119 for single-core and 9673 for multi-core performance [2] - The YU7 SUV enhances connectivity with Xiaomi's ecosystem, supporting features like UWB keyless entry and integration with smart home devices [2]

Core Viewpoint - Xiaomi has made significant progress in developing its self-researched mobile processor, the "Xuanjie O1," which is seen as a crucial step in the company's technological advancement and market positioning amid increasing competition in the high-tech sector [1][2]. Summary by Sections Development and Investment - Xiaomi has invested over 13.5 billion RMB in the development of the Xuanjie O1 processor over the past four years, with a projected investment of over 6 billion RMB for this year [2]. - The research team for the Xuanjie O1 has grown to over 2,500 members, indicating a strong commitment to in-house chip development [2]. Technical Specifications - The Xuanjie O1 features a 10-core architecture, including 2 super-large cores at 3.9GHz, 4 large cores at 3.4GHz, 2 medium cores at 1.89GHz, and 2 small cores at 1.8GHz, along with an Immortalis-G925 GPU [4]. - Despite the advancements, Xiaomi will continue to use Qualcomm's Snapdragon 8 series processors in its high-end smartphones, indicating a dual-sourcing strategy [4][6]. Market Position and Strategy - Xiaomi's market share has increased by 1.8 percentage points to 14.6%, with significant growth in regions like Latin America and Southeast Asia [10]. - The company aims to enhance its high-end market presence through the Xuanjie O1, which aligns with its strategy of building a smart factory and increasing bargaining power with Qualcomm [13]. Competitive Landscape - The Xuanjie O1 positions Xiaomi as one of the few companies developing processors below 5nm, showcasing its ambition to compete with established players like Samsung and MediaTek [9]. - Xiaomi's approach contrasts with competitors who have been cautious in deploying their own chips, indicating a bold strategy to integrate the Xuanjie O1 into flagship products [9]. Broader Implications - The collaboration with TSMC for 3nm chip production is significant for China's semiconductor industry, potentially transforming the country from a technology follower to a participant in global semiconductor rules [14][15]. - This partnership is expected to stimulate domestic innovation in critical areas such as EDA tools and photolithography, contributing to a more robust semiconductor ecosystem in China [14][15].

5月21日，小米汽车公布了小米YU7的发布海报预告。海报显示，小米YU7定位豪华高性能SUV，将于5月22日晚上的小米15周年战略新 品发布会上发布。 5月21日，雷军发文称小米YU7有着不可替代的独特魅力，全文如下： 小米YU7，马上就要发布了。不少朋友说，SUV市场比轿车市场竞争更激烈，小米还能冲出重围吗？ 这个领域高手如林，每个都有超强的竞争力，确实竞争非常理解。但我相信，YU7 有着不可替代的独特魅力。 YU7，定位豪华高性能SUV，和SU7 有着一脉相承的家族设计语言。同时，YU7也有着极为鲜明的特点，既有优雅造型和高性能，还提 供了豪华感和空间的舒适性，同时还有先进的智能科技。那些喜欢开车、又希望大空间和先进豪华体验的朋友们一定会特别喜欢YU7。 小米YU7，就是我们为先进的时代精英，潜心打造的先进SUV。 雷军还在微博上展示了YU7最新配色"宝石绿"。 他表示，早在11年前的2014年，小米就开始了芯片研发之旅。2014年9月，澎湃项目立项。2017年，小米首款手机芯片"澎湃S1"正式亮 相，定位中高端。"后来，因为种种原因，遭遇挫折，我们暂停了SoC大芯片的研发。但我们还是保留了芯片研发的火种 ...