【雷军：小米YU7上市3个月，交付超4万辆】 #小米YU7上市3个月交付超4万辆#】 新京报贝壳财经讯（记者陈维城）9月25日晚间，在2025雷军年度演讲上，小米集团创始人、董事长兼 CEO雷军介绍，小米YU7交付的最新进展：上市3个月，交付已超过40000辆。 ...

Core Insights - The core theme of the speech by Xiaomi's founder Lei Jun is "Change," highlighting the company's transformation from an internet company to a hardcore technology company over the past five years [2]. Group 1: Company Transformation - Xiaomi has made significant investments in core technologies, particularly in chip manufacturing and automotive development, marking a strategic shift in its business model [2]. - The company aims to develop high-end self-developed chips, with a commitment to invest at least 50 billion yuan over the next decade [3]. - The development of the self-developed 3nm chip, named Xuanjie O1, is set to be completed by May 2024, with the first products expected to launch in May 2025 [3]. Group 2: Automotive Development - Xiaomi's automotive project, particularly the SU7 Ultra, has been positioned to compete with luxury brands like Porsche and Tesla, requiring substantial investment [3]. - The SU7 project faced skepticism during its development phase, but ultimately achieved significant success, with over 200,000 pre-orders within three minutes of its launch [4]. - The company has drawn parallels between its chip and automotive projects, indicating that both are critical to its future and require similar levels of investment and commitment [3][4]. Group 3: Product Launches - In addition to discussing the company's strategic direction, Lei Jun announced the launch of the Xiaomi 17 series smartphones, which are positioned to compete with Apple's iPhone 17 series [5].

Core Viewpoint - Xiaomi announced the return of the classic mobile game "Angry Birds" to the Chinese market during its product launch event, highlighting the long-standing relationship between the game and the company [2]. Group 1: Product Launch and Market Impact - The return of "Angry Birds" marks a significant moment as it is a well-known IP that has influenced mobile gaming since its launch by Rovio in 2009 [2]. - The game has achieved over 5 billion downloads by 2022, showcasing its popularity and potential for renewed engagement in the Chinese market [2]. Group 2: Historical Context and Brand Connection - Xiaomi's connection to "Angry Birds" dates back to 2011 when the company's founder, Lei Jun, wore "Angry Birds" themed shoes at a product launch [2]. - In 2012, the MIUI system introduced its first custom theme based on "Angry Birds," establishing a deep link between the IP and Xiaomi's ecosystem [2].

Core Insights - The core theme of the articles revolves around the evolution of Xiaomi's corporate identity and its strategic shift from being perceived as an "internet company" to a "hardcore technology company" driven by a change in cognition [1][2]. Group 1: Company Evolution - Xiaomi's transition is marked by a significant change in its internal and external recognition, which is seen as the key to its success and the source of various public criticisms [1][2]. - The company aims to challenge the perception of being a low-cost brand by investing heavily in technology and innovation, including self-developed chips and high-end products [2][3]. Group 2: Market Positioning - The initial success of Xiaomi was built on a cost-effective internet model, leveraging social marketing to sell hardware at near-cost prices, but this strategy has led to challenges in a competitive market [2]. - As consumer preferences evolve, Xiaomi is focusing on high-end markets with its Ultra product line, indicating a shift towards quality and technological advancement [2][3]. Group 3: Cognitive Upgrade - The process of cognitive upgrade within the company is seen as a systematic evolution that requires time, investment, and product strength to ensure sustainable growth [2][3]. - Successful companies often undergo painful cognitive transformations, and Xiaomi is currently navigating its own "cognitive adolescence," similar to experiences faced by other tech giants like Apple and Microsoft [2].

Core Viewpoint - Xiaomi Group launched the Xiaomi 17 Pro flagship series, featuring the fifth-generation Qualcomm Snapdragon 8 Gen 2 chip, manufactured using TSMC's 3nm process technology [2] Group 1: Product Launch - The Xiaomi 17 Pro series is equipped with the latest Snapdragon 8 Gen 2 chip [2] - The chip is produced using TSMC's advanced 3nm process technology [2] Group 2: Strategic Partnerships - Qualcomm announced ongoing collaboration with downstream mobile OEMs, including a long-term agreement with Xiaomi for the supply of Snapdragon 8 series chips for multiple generations of high-end mobile products [2] Group 3: Company Insights - Lei Jun reflected on the reasons behind the failure of the Pinecone chip and indicated that the Xuanjie chip still has a long way to go before achieving success [2]

9月25日晚7点，雷军发表第6次年度演讲，分享近5年小米经历的"改变"，再谈玄戒芯片和小米汽车。雷军谈及造芯时表示，芯片是小米走向成功的必由之 路，自研手机SoC，至少要坚持10年、至少投入500亿元。相关话题登上热搜第一。 小米17系列、全新平板 Xiaomi Pad 8 系列，以及众多科技家电新品也在同场发布。 谈造芯：至少要坚持十年、至少投入五百亿 雷军表示，芯片是小米走向成功的必由之路，自研手机SoC，至少要坚持十年、至少投入五百亿。 雷军：Ultra给SU7让路 雷军表示，2021年12月，小米SU7 Ultra正式立项，对标保时捷和特斯拉，打造全球最强的纯电性能车。然而，春节刚过，为了确保SU7成功，只能忍痛把 Ultra项目先砍掉。到了5月， SU7项目已经取得了突破进展，压力没有几个月前那么大，才决定重启Ultra项目。 雷军：不选小米YU7，可以选Model Y 提到小米YU7与特斯拉Model Y的对比，雷军表示，今年年初，内部买了三台特斯拉Model Y拆解，确实是一辆好车。"如果大家不选小米YU7，可以选 Model Y，明天理想i6发布大家也可以关注。" 此外雷军还称小米YU7是小米 ...

Group 1: Core Insights - The annual speech by Lei Jun, CEO of Xiaomi, focused on the theme of "Change," highlighting the company's development over the past five years, particularly in the automotive and chip sectors [1][3] - Xiaomi aims to transition from an "internet company" to a "hardcore technology company" by heavily investing in core technologies [5] - The company has made significant breakthroughs in chip development, with the launch of the first flagship SoC, the玄戒O1, which has performed exceptionally well in the market [11] Group 2: Chip Development - Xiaomi's journey in chip development began 11 years ago with the establishment of Pinecone Electronics, but the initial SoC project was halted after the release of the 澎湃S1 due to challenges faced [7] - After a thorough review, Xiaomi decided to restart its chip development in 2021, committing over 50 billion yuan to the project despite external skepticism [9] - The company believes that self-developed chips are essential for its success, with a commitment to invest at least 50 billion yuan over the next decade [9] Group 3: Automotive Ambitions - Xiaomi's automotive project, the SU7 Ultra, aims to compete with industry leaders like Tesla and Porsche, with a focus on creating a high-performance electric vehicle [12] - The SU7 project faced challenges, including the temporary cancellation of the Ultra variant, but has since made significant progress and is set to showcase its capabilities on the Nürburgring track [12][13] - The company has adjusted its vehicle specifications, increasing the range of the YU7 model to 835 kilometers while maintaining the same price, demonstrating a commitment to high performance and customer satisfaction [13] Group 4: Company Philosophy - Lei Jun emphasized that change is always possible, and through five years of dedicated effort, Xiaomi has redefined its core identity and mission [13] - The company believes that continuous effort and growth can lead to significant transformations, allowing teams to "reverse their fate" [13]

9月25日晚7点，雷军发表第6次年度演讲，分享近5年小米经历的"改变"，再谈玄戒芯片和小米汽车。雷军谈及造芯时表示，芯片是小米走向成 功的必由之路，自研手机SoC，至少要坚持10年、至少投入500亿元。相关话题登上热搜第一。 小米17系列、全新平板 Xiaomi Pad 8 系列，以及众多科技家电新品也在同场发布。 谈造芯：至少要坚持十年、至少投入五百亿 雷军表示，芯片是小米走向成功的必由之路，自研手机SoC，至少要坚持十年、至少投入五百亿。 记者丨 雷晨 编辑丨张嘉钰 曾静娇 视频丨杨浩凯 陈泽 锴 提到小米YU7与特斯拉Model Y的对比， 雷军表示，今年年初，内部买了三台特斯拉Model Y拆解，确实是一辆好车。 "如果大家不选小米 YU7，可以选Model Y，明天理想i6发布大家也可以关注。" 此外雷军还称 小米YU7是小米汽车最后的底牌，50岁仍是闯的年纪。 小米17系列手机发布，起售价4499元 雷军在发布会上发布全新小米17系列手机，起售价4499元（12GB+256GB）。此外，12GB+512GB版本售价为4799元，16GB+512GB版本 售价为4999元。 小米17系列全球首发第五 ...

Core Insights - Lei Jun's annual speech highlighted Xiaomi's journey in chip development, emphasizing the company's commitment to core technology and innovation [3][4][10] Group 1: Company Strategy - Xiaomi underwent a significant internal reflection five years ago, deciding to pivot from being perceived as a marketing-driven company to a technology-focused firm, committing to invest 100 billion yuan in R&D [3] - The company restructured its management team, with 9 out of 12 executives being new hires, to support its technological ambitions [3] - Xiaomi's chip development journey began in 2014, but faced challenges, including a difficult decision in 2018 to halt SoC chip development [4][5] Group 2: Challenges and Resilience - In 2022, Xiaomi faced a 15% revenue decline, marking the first such drop in its 15-year history, which raised concerns about the sustainability of its chip development efforts [4] - Despite internal doubts, Lei Jun emphasized the importance of not abandoning chip development, leading to a renewed commitment from the executive team [5] - In May 2023, Xiaomi successfully launched its first flagship SoC, the玄戒O1, which was well-received, indicating a significant milestone in its chip development journey [10] Group 3: Future Prospects - Xiaomi is currently developing the next generation of its chip, tentatively named XRingO2, which is expected to utilize 3nm technology and maintain a flagship positioning [12] - The company is simultaneously pursuing automotive ventures alongside its chip development, indicating a strategic push into multiple high-tech sectors [10]

Core Insights - Lei Jun's annual speech highlighted Xiaomi's significant breakthroughs in the automotive and semiconductor sectors, marking a transformative phase for the company as it celebrates its 15th anniversary [3][4] - The company aims to invest heavily in core technologies, particularly in self-developed chips, committing at least 500 billion yuan over the next decade [4][6] - Xiaomi's automotive division is experiencing rapid growth, with plans to optimize vehicle delivery cycles significantly, potentially reducing wait times by up to two months [22][23] Group 1: Company Developments - Xiaomi has launched its self-developed chip "Xuanjie O1," which utilizes advanced 3nm technology and features 190 billion transistors, making Xiaomi the fourth company globally to develop its own mobile SoC [6] - The company is actively recruiting top talent, with a significant portion of its current executive team being new hires, indicating a strategic shift towards innovation and expertise [7][20] - Xiaomi's automotive sales have surged, with the company achieving a delivery volume of 36,500 units in the previous month, positioning it as a strong competitor in the electric vehicle market [22][23] Group 2: Market Position and Strategy - Xiaomi's strategy to enter the automotive market is driven by a team of passionate engineers eager to make a significant impact, which has contributed to the company's rapid progress [8][10] - The company is focusing on high-end products, with Lei Jun stating that success in the high-end market is crucial for the future of its chip development [6][10] - Xiaomi's recent financial performance shows a record revenue of 115.96 billion yuan for Q2 2025, reflecting a 30.5% year-on-year growth, alongside a net profit increase of 75.4% [23]