5月22日晚间，在小米战略新品发布会上，雷军正式发布了玄戒O1、小米15S Pro、平板7Ultra、手表S4，以及小米首款SUV小米YU7等产品。 发布会上，雷军还披露了小米过去五年的成绩单：小米手机连续19个季度位居全球前三；小米汽车、芯片、智能工厂实现"从0到1"的跨越，小米"人车家 全生态"战略正式闭环，小米从此成为拥有完整生态的科技公司。 "无论高峰低谷，无论顺境逆境，小米始终坚持技术为本、不断向前，这就是我们的成长之路。"雷军表示，小米在过去五年研发投入1020亿元，在下一个 五年，在核心技术的研发上，小米决定再投入2000亿元。 当晚，"小米发布会""小米未来五年研发再投入2000亿元""小米YU7"等多个话题相继冲上微博热搜。 据雷军介绍，小米的芯片要对标苹果。目前玄戒O1已展现出第一梯队的性能表现。最新发布的小米15S Pro、平板7Ultra、手表S4全部搭载小米自主研发 设计的玄戒芯片。 玄戒O1性能跻身旗舰芯片第一梯队 雷军介绍，玄戒O1采用第二代3nm先进工艺制程，集成了190亿个晶体管，芯片面积仅有109mm²。在实验室跑分测试中，其成绩突破300万分大关，展现 出第一梯队的性能表 ...

Core Insights - Xiaomi held its 15th anniversary strategic product launch event on May 22, introducing its first self-developed 3nm flagship processor, "Xuanjie O1" [1] - CEO Lei Jun emphasized that while Xiaomi aims to compete with Apple, it acknowledges the challenges of reaching Apple's top-tier status [1] - The "Xuanjie O1" chip features a die area of 109mm and utilizes second-generation 3nm process technology with 19 billion transistors [3] Product Launch - The Xiaomi 15S Pro was launched, featuring the "Xuanjie O1" chip, a 6.73-inch 2K display, and a 6100mAh battery, with prices starting from 5499 yuan [5] - Lei Jun expressed confidence in the performance of the Xiaomi 15S Pro after personal testing [5] R&D Investment - Xiaomi plans to invest an additional 200 billion yuan in research and development over the next five years (2026-2030) [7] - Since restarting its large chip development in 2021, Xiaomi has committed to a minimum investment of 500 billion yuan over ten years, with approximately 102 billion yuan already spent in the past five years [7]

Core Viewpoint - Silicon-carbon anode batteries are becoming the mainstream choice for new smartphones [1] Group 1: Industry Trends - Apple's first foldable phone will feature a silicon-carbon anode battery supplied exclusively by CATL, with a capacity exceeding 5000mAh [2] - Huawei's Mate XT foldable phone, set to launch in September 2024, will utilize a silicon anode battery with a thickness of only 1.9mm and a capacity of 5600mAh, reducing thickness by over 30% compared to traditional graphite anode batteries [2] - Other brands like Honor, Xiaomi, and Vivo are also adopting silicon-carbon anode technology, with battery capacities generally exceeding 5000mAh [2] - Samsung plans to introduce silicon-carbon battery technology in its S26 series, aiming for a battery capacity of around 6000mAh for the S26 Ultra, while the standard S26 may maintain a capacity of around 5000mAh [2] Group 2: Market Dynamics - The explosion of silicon-carbon anodes is attributed to their theoretical capacity being ten times that of graphite anodes (4200mAh/g), significantly enhancing energy density [3] - The demand for lightweight and long-lasting consumer electronics has made silicon-carbon anodes the first large-scale market for this technology [3] - From early 2024 to March 2025, domestic silicon-carbon anode planned production capacity is expected to exceed 400,000 tons, with total investments surpassing 20 billion yuan [3] - Companies like Shanshan and Silan Microelectronics are accelerating project implementation, with Shanshan's first-phase capacity expected to reach full production by the end of 2024 [3] Group 3: Cost and Production - Companies are integrating upstream raw material production lines to reduce costs, as seen with Zhongning Silicon Industry and Anhui Bond Rui [4] - The cost of porous silicon-carbon preparation has dropped to below 200,000 yuan per ton, which is 30% lower than the silicon-oxygen route [3][4] - Despite the strong foothold of silicon-carbon anodes in consumer electronics, their penetration in power batteries remains low due to issues with cycle life and cost [4] Group 4: Future Outlook - GGII previously predicted that by 2030, China's silicon-based composite material shipments will exceed 300,000 tons [5] - The large-scale application in consumer electronics has opened a market window for silicon-carbon anodes, and as the technology matures, there is potential for significant growth [5]

【IT之家、WitsView整理】 2月27日，据TCL华星官微消息，小米15 Ultra屏幕确认由TCL华星提供，采用TCL华星C9发光材料。 图片来源：微博截图 据悉，小米15 Ultra采用了全等深微曲面2K屏，支持3200尼特亮度、LTPO 1~120Hz自适应刷新率，搭载小米龙晶玻璃2.0、超声波指纹识别。 影像方面，小米15 Ultra拥有徕卡光学专业四摄，14mm-400mm全焦段覆盖，最远28倍无损变焦，号称口袋里的"大三元"，影像代号"夜神"： ·14mm f/2.2超广 ·23mm一英寸f/1.63主摄 ·70mm f/1.8支持浮动对焦 ·100mm 200MP f/2.6长焦，最高支持200mm / 400mm变焦 小米15 Ultra首发了"徕卡超纯光学系统"，整个光路由内至外每一处光学元件都是全新设计，镜头保护玻璃则采用全新的"徕卡超低反镜头玻璃"， 能够提升全焦段镜头成像画质，大幅减弱"鬼影"问题，抗刮性能提升82.4%。 图片来源：小米 视频拍摄方面，小米15 Ultra支持全焦段8K视频不限时录制，安卓首发ACES LOG格式视频录制，配有UIS超级视频防抖系统。 性能方面， ...