9月25日，小米集团创始人雷军以"改变"为题完成第六次年度演讲。雷军说，小米在过去五年经历了包 括自研芯片与汽车量产等一系列跨越，完成改写自身轨迹的巨大蜕变。 而今年小米旗舰系列手机的"数字"命名，跳过"16"直升"17"，序号跨代代表着产品力的越级提升。除小 米17系列手机，外界同样清晰看见的是，在自研玄戒O1芯片落地装机、造车业务连战连捷后，摆在人 们面前的毫无疑问也是史上最强小米。 不过，眼下竞逐"最强"二字的，恐怕不止小米。赛道另一侧，苹果iPhone 17系列携近几年最大规模更新 打破质疑，华为在Mate XTS非凡大师发布会上让麒麟芯片时隔多年再度公开，OPPO携ColorOS 16从流 畅性维度斜刺杀出……饱受"挤牙膏"诟病的手机圈子终于迎来一个全员倾力的"金九银十"。决战的硝 烟，久违了。 巨头，巨变 对小米而言，2025年是当之无愧的巨变之年。 科方得智库研究负责人张新原向北京商报记者分析称，相比介绍芯片的具体参数与型号，更值得关注的 是华为公开自研芯片这件事背后透露出的态度：面对外部环境不确定性带来的种种挑战，2025年的华为 已无需遮盖锋芒，芯片自主研发能力与供应链稳定性，为其注入足够的 ...

鼎信通讯9月22日公告，公司与平头哥公司签署授权协议，平头哥公司仅将其拥有的E801/E802/E803技 术使用权授权给本公司，用于芯片自主研发。公司获得的授权技术仅用于自主研发的MCU芯片，均为 传统电力、安全领域产品，仅涉及公司电表、安防产品，与AI智能推理算力的芯片没有任何关联。除 上述技术授权外，公司与平头哥公司不存在任何其他业务合作。 ...

公司与平头哥公司签署授权协议，平头哥公司仅将其拥有的E801/E802/E803技术使用权授权给本公司， 用于芯片自主研发。公司获得的授权技术仅用于自主研发的MCU芯片，均为传统电力、安全领域产 品，仅涉及公司电表、安防产品，与AI智能推理算力的芯片没有任何关联。除上述技术授权外，公司 与平头哥公司不存在任何其他业务合作。 格隆汇9月22日丨鼎信通讯（维权）(603421.SH)公布，公司专注于电力线载波通信、智能电网设备的研 发、生产和销售，核心业务围绕"智能电表数据传输、电力安全防护"和消防业务展开，公司核心业务未 发生重大变化。公司目前还处在国家电网有限公司和南方电网有限责任公司市场禁入期间，敬请广大投 资者注意投资风险。 ...

Group 1 - The core argument is that China's chip industry has made significant advancements despite facing challenges from Western sanctions, leading to a shift in the global chip market dynamics [1][5][9] - The price of 6-inch silicon carbide wafers has dropped from $1500 to $500, forcing American companies to engage in a price war, resulting in a 96% decline in their stock prices over three years [3][11] - China's chip industry has benefitted from long-term government support, with initiatives dating back to 2000, leading to the establishment of companies like SMIC and Huahong Semiconductor [7][11] Group 2 - Since 2019, Chinese chip companies have focused on independent research and development, achieving a monthly production capacity of 750,000 mature chips, surpassing TSMC's capacity of 450,000 [11][15] - The average export price of domestically produced mature chips is about 60% of that of international counterparts, indicating a significant price advantage for Chinese products [17] - While advancements have been made, the Chinese chip industry still faces challenges in advanced process technologies and must continue to strive for self-sufficiency [19]

Core Viewpoint - The article discusses the recent management changes at Zhuhai Zero Boundary Integrated Circuit Co., Ltd., a wholly-owned subsidiary of Gree Electric Appliances, and highlights Gree's strategic focus on the semiconductor industry, particularly in chip design and manufacturing [1][2][3]. Group 1: Management Changes - On June 10, 2024, multiple business changes occurred at Zhuhai Zero Boundary, including Dong Mingzhu stepping down as the legal representative and chairman, with Li Shaobin taking over these roles [1]. - Li Shaobin, who has a master's degree and is a senior engineer, has held various positions within Gree, including assistant to the president and chief engineer [1]. Group 2: Company Overview - Zhuhai Zero Boundary was established in August 2018 and focuses on integrated circuit chip design, sales, and electronic product sales [1]. - The company has evolved from custom R&D to a comprehensive service provider specializing in industrial-grade 32-bit MCUs, AloT SoC chips, and power devices, with cumulative shipments exceeding 100 million units by the end of 2022, averaging 36 million units annually [1]. Group 3: Strategic Developments - Since 2015, Gree has been entering the chip sector, with plans for a SiC chip factory expected to start production in June 2024, aiming to become the second-largest and the largest fully automated compound chip factory in Asia [2]. - Gree's self-developed chips are currently used in approximately 30% of its air conditioning products, as well as in commercial air conditioning, smart equipment, and industrial robots [3].

Core Viewpoint - The recent change in the legal representative of Zhuhai Zero Boundary Integrated Circuit Company, with Dong Mingzhu stepping down and Li Bin taking over, raises questions about Dong's future plans and potential retirement [1]. Company Overview - Zhuhai Zero Boundary Integrated Circuit Company is a core subsidiary of Gree Electric Appliances, focusing on semiconductor research and manufacturing, particularly in air conditioning control chips, power semiconductors (such as IGBT and SiC), and AIoT chips, serving sectors like home appliances, industrial control, and new energy vehicles [4][5]. - As of 2024, the company has shipped over 200 million chips with a defect rate as low as 0.00001, meeting international standards [5]. Investment and Strategy - Gree has invested over 50 billion in chip manufacturing since 2018, despite skepticism regarding the feasibility of entering the semiconductor industry [7]. - Dong Mingzhu believes that the investment in chip manufacturing is essential for both national needs and the company's growth, viewing it as a responsibility of Chinese manufacturing [7][9]. - The long-term goal is to break the cycle of dependency on imported chips, with a target of achieving over 30% self-sufficiency in home appliance chips, which would allow Gree to gain pricing power in the industry [11][12]. Financial Implications - Gree's annual sales of 65 million air conditioners, along with a chip gross margin of 45%, indicate significant cost savings and potential for export if the company achieves chip self-sufficiency [11].

Core Viewpoint - Xiaomi's new flagship SoC, the玄戒O1, is not a custom chip from Arm, but rather a product of Xiaomi's own four-year development, utilizing Arm's CPU and GPU IP standards while maintaining independent design and implementation [1][2]. Group 1: Xiaomi's Development of玄戒O1 - The玄戒O1 is a 3nm flagship SoC developed entirely by Xiaomi's玄戒 team, with no use of Arm's complete solutions [1]. - The CPU of玄戒O1 features a maximum frequency of 3.9GHz, significantly exceeding industry standards, achieved through numerous innovations and optimizations [1]. - The team redesigned over 480 standard cell libraries for the CPU, representing nearly one-third of the 3nm standard cell library [1]. Group 2: Collaboration with Arm - Arm acknowledges that Xiaomi has become a global technology leader over the past 15 years, with a diverse product portfolio including smartphones and IoT devices [2]. - The partnership between Xiaomi and Arm has focused on optimizing SoC performance, efficiency, and workload management [2]. - The upcoming XRING O1 chip, built on Arm's latest architecture, will debut in the Xiaomi 15S Pro smartphone and Xiaomi Pad 7 Ultra tablet, promising enhanced battery life and performance [3]. Group 3: Future Prospects - The launch of XRING O1 marks a significant milestone in Xiaomi's technological innovation journey [3]. - Both companies aim to push the boundaries of performance, efficiency, and scalability across smartphones, IoT, and automotive sectors [3].

Group 1 - Arm confirmed that the new Xuanjie O1 chip is independently developed by Xiaomi, marking a new milestone in their 15-year partnership [1] - The Xuanjie O1 chip is designed to enhance performance and energy efficiency for Xiaomi's flagship mobile devices, showcasing closer collaboration in SoC design between Arm and Xiaomi [1] - The chip utilizes the latest Armv9.2 Cortex CPU cluster IP, Immortalis GPU IP, and CoreLink system interconnect IP, optimized for cutting-edge 3nm technology [1] Group 2 - Xiaomi clarified that the Xuanjie O1 is not a custom chip made for Arm and that the design process did not involve Arm's CSS services [2] - The Xuanjie O1 is a flagship SoC developed over four years by Xiaomi's Xuanjie team, featuring a CPU with a maximum frequency of 3.9GHz, surpassing industry standards [2] - Innovations in the chip design include the redesign of over 480 standard cell libraries and the use of edge power supply technology and self-developed high-speed registers [2] Group 3 - Xiaomi stated that various professional media have conducted thorough testing of the Xuanjie O1, confirming its CPU and GPU performance and power efficiency are at the first tier [3] - This marks Xiaomi's first flagship SoC launch, and the company is committed to continuous improvement in chip development over the next decades [3]

Core Viewpoint - Xiaomi's response to rumors about the玄戒O1 being a custom chip from Arm clarifies that it is not true, emphasizing that the chip was independently developed by Xiaomi's team without using Arm's complete solutions [2][3]. Group 1: Development and Design - The玄戒O1 is a 3nm flagship SoC that took over four years to develop, with the CPU and GPU based on Arm's latest IP standards, but the overall design was completed independently by Xiaomi's team [3]. - The CPU of玄戒O1 features a super-large core with a maximum frequency of 3.9GHz, significantly exceeding industry standards, achieved through numerous innovations and hundreds of layout iterations [3]. - Xiaomi's team redesigned over 480 standard cell libraries for the CPU, which is nearly one-third of the 3nm standard cell library, and implemented edge power supply technology and self-developed high-speed registers to meet the challenging design goal [3]. Group 2: Performance and Future Plans - Testing by various media outlets indicates that the CPU and GPU of玄戒O1 have reached first-tier performance and power efficiency [3]. - Xiaomi acknowledges that this is their first flagship SoC and commits to continuous improvement in chip development over the next five, ten, or even twenty years [3]. - The company also highlights its ongoing efforts in baseband development, stating that the玄戒T1 chip includes a fully integrated independently developed 4G baseband [3].

Group 1 - The Xiaomi Xuanjie O1 is not a custom chip from Arm, but rather a 3nm flagship SoC developed independently by Xiaomi's Xuanjie team over four years, utilizing Arm's latest CPU and GPU standard IP licensing without adopting Arm's complete solution [1] - The CPU of the Xuanjie O1 features a super-large core with a maximum frequency of 3.9GHz, significantly exceeding industry standards, achieved through numerous innovations and hundreds of layout iterations [1] - The Xuanjie O1 has redesigned over 480 standard cell libraries, nearly one-third of the 3nm standard cell library, and employs innovative edge power supply technology and self-developed high-speed registers [1] Group 2 - The Xiaomi 15S Pro, equipped with an external baseband, provides a user experience comparable to other flagship smartphones and supports 5G [3] - In internal tests, the Xiaomi 15S Pro achieved a DOU (Daily Usage) of 1.47 days, closely approaching the 1.50 days of the 15 Pro, with minimal differences in daily usage [3] - Xiaomi has integrated a fully independent 4G baseband in the recently released Xuanjie T1 chip, which is already used in the Xiaomi Watch S4 [3] Group 3 - The Xiaomi 15S Pro supports always-on display (AOD) features, including customizable clock and signature settings, while managing power consumption by defaulting to a 10-second display [4] - The device includes a "motion sickness relief" mode that uses visual compensation to alleviate symptoms during vehicle movement, activated through built-in high-precision sensors [5] Group 4 - The camera app of the Xiaomi 15S Pro has undergone a simplification process, automatically triggering night mode in low-light conditions without requiring manual activation [7] - In professional mode, red stripes appear in bright areas of the preview to indicate potential overexposure, a common feature in professional photography equipment [8]