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雷军:芯片是小米走向成功的必由之路
半导体行业观察· 2025-09-25 11:59
Core Viewpoint - Xiaomi's journey in chip development has been marked by both ambition and challenges, with a renewed commitment to self-developed chips being crucial for the company's future success [1][2][4]. Group 1: Chip Development History - Xiaomi began its chip development journey in 2014, launching its first self-developed SoC, Surge S1, in 2017, which sold over 600,000 units [1]. - In 2018, Xiaomi made the difficult decision to halt SoC development and focus on smaller chips due to the challenges faced [1]. - The failure of the Surge project led to reflections on the need to target high-end markets for self-developed chips, as seen with competitors like Huawei and Apple [1]. Group 2: Strategic Decisions and Challenges - The complexity and cost of chip development have significantly increased, with estimates of requiring ten years and $50 billion for a successful SoC [2]. - In early 2021, Xiaomi restarted its chip journey by establishing the "Xuanjie" team, but faced significant revenue challenges shortly after [2][3]. - A critical meeting in May 2022 led to a consensus to continue chip development despite financial pressures, emphasizing the long-term vision over short-term gains [3]. Group 3: Commitment to Chip Development - Xiaomi's leadership expressed strong support for continuing chip development, viewing the investment as essential for building a robust R&D team, regardless of the outcome [4]. - By early 2024, the self-developed chip "Xuanjie O1" was successfully taped out using advanced 3nm technology, boosting confidence within the team [4]. - The success of the Xuanjie O1 is seen as just the beginning, with the company acknowledging the long road ahead in achieving ultimate success in chip development [5].
雷军官宣小米造芯,十年磨一剑,小米 “芯” 征程迎来高光时刻
Sou Hu Cai Jing· 2025-05-16 02:10
Core Viewpoint - Xiaomi is set to launch its self-developed SoC chip named "Xuanjie O1" in late May, marking a significant milestone in its decade-long journey to create its own chips, which has been a long-cherished goal for the company and its engineers [1][3][7] Group 1: Historical Context - In 2014, Xiaomi established the "Pinecone" chip brand to break the foreign monopoly in the smartphone chip market, facing numerous technical challenges along the way [3] - The first chip, Surge S1, was launched in February 2017 but failed to gain market traction due to limitations in technology and performance [3][5] - Subsequent attempts to develop the Surge S2 were met with repeated setbacks, leading to a period of uncertainty and anticipation among engineers [3][5] Group 2: Recent Developments - Xiaomi shifted its strategy to focus on smaller chips, successfully developing imaging chips (Surge C series), charging chips (Surge P series), and battery management chips (Surge G series) as stepping stones towards the main chip [5] - The upcoming Xuanjie O1 is rumored to be featured in the Xiaomi 15S Pro, generating excitement among fans and marking a potential turning point for the company [5][7] Group 3: Future Aspirations - Xiaomi's founder, Lei Jun, has stated that the company aims to invest 100 billion yuan in research and development over the next five years, positioning itself as a leader in hard-core technology [7] - The launch of Xuanjie O1 is not just about the chip itself but symbolizes the culmination of years of effort and the determination of Chinese tech companies to break free from foreign dominance in the semiconductor industry [7]