【观网财经丨智能早报 7月4日】 美政府取消对华芯片软件出口限制 美国商务部已通知全球三大芯片设计软件供应商——新思科技、楷登电子和西门子，此前要求其在华业 务必须申请政府许可的规定现已撤销。西门子称已全面恢复中国客户对其软件和技术的访问权限，新思 科技与楷登电子称正在逐步重启相关服务。（央视新闻） 美国总统拟带企业团访华？商务部回应 7月3日下午，商务部召开例行新闻发布会，有记者就有关美国总统拟带企业团访华的报道进行提问。商 务部新闻发言人何咏前：关于这个问题，我没有可以提供的信息，但是中方的态度是一贯的且明确的。 希望美方与中方相向而行，在两国元首的战略引领下，本着相互尊重、和平共处、合作共赢的原则，不 断增进共识，减少误解，加强合作，共同推动中美经贸关系健康、稳定、可持续发展。（日月谭天） LiblibAI正式推出Lovart国内版本"星流Agent" Grok 4意外提前曝光，马斯克宣布"重写人类知识库" 有开发者在xAI控制台的源代码中意外发现了两个全新模型Grok 4和Grok 4 Code。 Grok 4被定位为"最新、最强大的旗舰模型"，官方宣称它在自然语言、数学和推理方面提供无与伦比的 性能 ...

Core Viewpoint - Xiaomi's ambition in chip development and automotive manufacturing reflects a long-term strategy, with the recent launch of the 3nm flagship processor "玄戒O1" and the SUV "YU7" marking significant milestones in its journey towards becoming a leading technology company [2][3][25]. Group 1: Chip Development - Xiaomi has pursued its "chip dream" for 11 years, with the establishment of its subsidiary Pinecone Electronics in 2014, indicating a long-term commitment to chip development [7][11]. - The first chip, "澎湃S1," took 28 months to develop and was launched in 2017, making Xiaomi the fourth smartphone manufacturer with self-developed chip capabilities [8]. - Despite initial setbacks with the 澎湃S1, Xiaomi's experience laid the groundwork for the development of the玄戒O1, which has seen over 135 billion RMB invested in R&D and a team of over 2,500 people [11][12]. - The玄戒O1 chip utilizes TSMC's second-generation 3nm process, featuring 19 billion transistors and a compact area of 109mm², showcasing Xiaomi's technological advancements [12]. - Although the玄戒O1 has competitive specifications, it still trails behind Apple's A18 Pro in several areas, indicating that Xiaomi is still in a catch-up phase [13][15]. Group 2: Automotive Development - The launch of the SU7 has been a significant success, with over 25.8 million units delivered, establishing it as a market leader in its price segment [17]. - The upcoming YU7 is positioned as a luxury high-performance SUV, with a focus on long-range capabilities and advanced features, aiming to compete directly with Tesla's Model Y [19][20]. - The YU7's pricing strategy will be crucial for its success, with expectations of a starting price in the range of 26-30 million RMB, while offering superior features compared to competitors [20][21]. Group 3: Long-term Strategy - Xiaomi's strategy emphasizes the importance of having its own "core" (chips) and "wheels" (vehicles) to maintain a competitive edge in the smartphone and automotive markets [23][25]. - The company has committed to a long-term investment plan of at least 500 billion RMB over the next decade for its chip business, alongside significant investments in automotive development [11][25]. - Xiaomi's approach reflects a patient and steady commitment to building its technological capabilities, with both chip and automotive projects seen as integral to its future success [25][28].

Core Insights - Xiaomi has successfully developed its first self-researched 3nm chip, named "玄戒O1," becoming the fourth smartphone manufacturer globally to achieve this capability after Apple, Samsung, and Huawei [1][2][3] - The development of the chip is part of Xiaomi's long-term strategy to enter the high-end flagship market and establish itself as a hardcore technology company [2][3] - The company has invested over 135 billion yuan in chip development so far, with plans to invest an additional 200 billion yuan in the next five years [21][22] Development Timeline - Xiaomi's chip development journey began in 2014 with the establishment of the Pinecone company, followed by the launch of the 澎湃S1 chip in 2017 [2] - After facing setbacks, Xiaomi paused its chip development but resumed in 2021 with a focus on high-end SoC chips [2][7] - The "新业务部" (New Business Department) was established to integrate chip development within the company, ensuring better collaboration and communication [7][8] Team Building and Challenges - Initially, the team was small, with only a few hundred members, but it grew to nearly 2,500 by 2023, primarily through internal transfers and external recruitment [9][10] - The company faced challenges in attracting talent due to its previous failures in chip development, but the cooling of the chip startup market in 2022 allowed Xiaomi to recruit experienced professionals [8][9] Technical Achievements - The "玄戒O1" chip features a 10-core architecture and has undergone extensive design and optimization processes, achieving a high clock speed of 3.9GHz [12][14] - The chip's performance has been validated through testing, showing competitive results against other leading chips in the market [15][17] - Xiaomi aims to increase its proprietary IP usage over time, similar to the paths taken by other successful chip manufacturers [12][14] Market Position and Future Outlook - The launch of the "玄戒O1" chip is seen as a critical step for Xiaomi to validate its technology in the market, with the first device featuring the chip, the 小米15S Pro, set to be tested by consumers [17][22] - The company acknowledges the pressure of ensuring sufficient sales volume to cover the high development costs associated with the chip [19][21] - Xiaomi's leadership remains committed to the chip development strategy, emphasizing a long-term vision despite the challenges faced in the industry [21][22]

发布会的另一大重头戏来自于小米YU7，后者定位「豪华高性能 SUV」。雷军称它满载先进科技、令人赞叹的豪华和空间舒适性。是小米为先进的时代精 英，潜心打造的「先进 SUV」。 关于已上市的车型，雷军则介绍，小米SU7上市已经一年两个月，累计交付超过了25.8万辆。4月份，小米SU7交付了2.8万辆，成为20万元以上所有车型的 销量冠军。在中大型轿车销量榜中，小米SU7同样超过了奥迪A6L、奔驰E级、宝马5系等车型，拿下销冠。 当小米YU7和玄戒O1同时亮相一场发布会，很难评价，到底哪一个更有看点。 5月22日，小米举行15周年战略新品发布会。小米创始人、董事长、CEO雷军发表演讲，正式发布小米15S Pro，首发搭载自研玄戒O1芯片。同场发布的小米 平板7 Ultra、小米手表S4也全部搭载小米自主研发设计的玄戒芯片。 左手芯片，右手汽车，小米终于迎来了自己的完全体。 等一颗芯11年 官方信息显示，玄戒O1采用第二代3nm工艺，比此前业界猜测的7nm、4nm先进了一大截。CPU采用10核架构，分别是2×3.9GHz超大核+4×3.4GHz大核 +2×1.89GHz中核+2×1.8GHz小核；GPU则是Immo ...

Core Viewpoint - The launch of Xiaomi's self-developed SoC chip "Xuanjie O1" marks a significant milestone for China's technology industry, showcasing the rise of domestic chips and the company's ambition in the global tech arena [2][4]. Group 1: Chip Development - "Xuanjie O1" is the first self-developed 3nm chip in mainland China, filling a gap in advanced chip design and development [4]. - Xiaomi becomes the fourth smartphone manufacturer globally, after Apple, Samsung, and Huawei, to possess self-developed SoC chip capabilities [4]. - The chip's development journey began in 2014, with the first chip "Panghu S1" released in 2017, but was paused until 2021 when Xiaomi resumed its SoC chip development [4][5]. Group 2: Investment and R&D - Xiaomi has committed to a long-term investment plan of at least 500 billion RMB over the next ten years, with over 135 billion RMB already invested in the "Xuanjie" project as of April this year [5]. - The R&D team for the "Xuanjie" chip has grown to over 2,500 people, with an expected investment of over 6 billion RMB in R&D this year [5]. - The launch of the Xiaomi 15S Pro and Xiaomi Pad 7 Ultra, both featuring the "Xuanjie O1," signifies a technological leap from 28nm to 3nm chips [5]. Group 3: Industry Context - The development of the "Xuanjie O1" chip reflects a broader trend in China's technology and manufacturing sectors, where companies are increasingly focusing on self-innovation and long-term investment strategies [7]. - Xiaomi's strategy includes a comprehensive ecosystem approach, integrating automotive, chip, and smart factory developments, positioning itself as a leading global tech company [7]. - The competitive landscape in the semiconductor field shows that Chinese companies are not deterred by external pressures but are instead making steady progress to close the gap with global leaders [8]. Group 4: Future Outlook - Xiaomi's 15th-anniversary product launch theme "New Starting Point" indicates readiness to face future challenges and continue its growth trajectory [8]. - The ongoing shift from "sweat-driven" to "innovation-driven" development among Chinese tech firms is expected to inject vitality and confidence into the economy [8][10].

以下文章来源于AGI接口 ，作者丸都山 "三月底，一场突如其来的交通事故把这一切都击碎了。我们受到了狂风暴雨般的质疑、批评和指 责，我和同事们一样，一下子都懵了……" AGI接口 . AI卷起的财富风暴。 一周前，雷军在小米集团内部演讲中，针对近期小米陷入的舆论危机，发表了一番痛心疾首的陈 词。 出品 | 虎嗅科技组 作者 | 丸都山 编辑 | 苗正卿 头图 | 视觉中国 不过，此时神情低落的雷军，或许在心底暗藏着旁人难以察觉的底气。 因为就在同一时刻，位于北京亦庄的小米黑灯工厂里，呈现一片忙碌景象：全新的小米15S Pro智 能手机，在一个个机械臂精准运作下完成组装、测试，随后被迅速打包装车，朝着全国的小米之 家和各大电商的物流中心疾驰而去。 而这些手机的屏幕盖板之下，嵌刻着雷军当下及未来的底气——首款自研旗舰手机SoC芯片"玄戒 O1"。 5月22日晚间，在小米召开"15周年战略新品发布会"上，这款芯片正式发布。 随着华为海思的有意蛰伏，中国手机行业已经很久没有出现关于"自研SoC"的消息，此次玄戒O1 的出现，毫无意外地在各社交平台上点燃了自研芯片的话题，风头直接盖住了当晚亮相的小米Yu 7。 在如此高 ...

Core Insights - The article discusses the recent launch of Xiaomi's self-developed SoC chip "玄戒O1" and its significance in the smartphone industry, particularly in the context of Xiaomi's recovery from a public relations crisis [1][4][30] - The launch of the chip is seen as a strategic move to enhance Xiaomi's competitiveness in the market, especially as the company aims to establish itself in the self-developed chip space [5][24] Summary by Sections Xiaomi's Recent Challenges - Xiaomi faced significant criticism and scrutiny following a traffic accident incident, prompting a heartfelt response from CEO Lei Jun [1] - Despite the turmoil, Xiaomi's manufacturing operations continued, with the assembly of the new Xiaomi 15S Pro smartphone and the introduction of the "玄戒O1" chip [1][2] Launch of the "玄戒O1" Chip - The "玄戒O1" chip was officially launched during Xiaomi's 15th-anniversary strategic product launch event on May 22 [2] - The chip's introduction has reignited discussions about self-developed chips in the Chinese smartphone industry, especially in light of Huawei's recent retreat from this space [4] Technical Features of "玄戒O1" - The "玄戒O1" is built on a second-generation 3nm process technology and features a unique four-cluster ten-core CPU architecture [5][10] - This design is considered innovative as it diverges from industry trends, aiming to enhance energy efficiency, which is a critical factor for modern smartphones [10][12] Historical Context and Previous Failures - Xiaomi's previous attempt at self-developed chips, the "澎湃S1," was largely unsuccessful, leading to a hiatus in the SoC development [5][8] - The "玄戒O1" is positioned as a response to past failures, with a focus on proving Xiaomi's capabilities in chip development [8][12] Strategic Implications for Xiaomi - The company plans to adopt a dual-chip strategy, utilizing both "玄戒O1" and Qualcomm's chips in future devices [24][25] - The "玄戒O1" is expected to be featured in Xiaomi's S series smartphones and IoT devices, indicating a broader application of the chip beyond just smartphones [27][28] Market Context and Future Outlook - The smartphone industry is experiencing a temporary surge in demand due to government subsidies, but this may lead to a demand vacuum in the future [31][32] - The introduction of the "玄戒O1" is seen as a potential differentiator for Xiaomi, providing a competitive edge in a market that is increasingly reliant on self-developed technology [30][32]

Core Viewpoint - Xiaomi has officially entered the 3nm chip design arena, becoming the first in mainland China and the fourth globally to develop flagship SoC chips, marking a significant advancement in the semiconductor industry and filling a gap in China's capabilities [1][5]. Group 1: Chip Development and Investment - The development of a single chip requires substantial investment, typically between $1.5 billion to $2 billion, translating to an annual expenditure of approximately 5 billion to 6 billion yuan [3]. - Xiaomi's recent chip development efforts have seen a cumulative investment exceeding 13.5 billion yuan over the past four years, with a research team of over 2,500 people, ranking among the top three in China's semiconductor design sector [5]. Group 2: Importance of Chip Technology - High-end SoC chips are crucial for enhancing user experience in smartphones, affecting factors such as heat generation, battery life, and gaming performance [4]. - Major smartphone manufacturers, including Apple and Samsung, have developed their own chip design capabilities to maintain technological leadership and improve user experience [4]. Group 3: Historical Context and Future Plans - Xiaomi's journey in chip development began in 2014, with the first chip, "Surge S1," launched in 2017, but faced setbacks that led to a pause in large-scale chip development [4]. - The company has plans to invest 200 billion yuan in research and development over the next five years to continue advancing in hard technology [5].

如果您希望可以时常见面，欢迎标星收藏哦~ 刚刚，小米正式发布了其自研旗舰芯片"玄戒O1"（XringO1）。 据介绍，这颗芯片使用了台积电的N3E工艺，在109平方毫米上集成了190亿的晶体管。在CPU 上，玄戒O1采用了"四丛十核"的"2+4+2+2"的设计。当中包括2颗超大核Arm X925（3.9Ghz）、 4 颗 性 能 大 核 A725 （ 3.4Ghz ） 、 2 颗 低 频 能 效 大 核 A725 （ 1.9Ghz ） 和 2 颗 超 级 能 效 核 A520 （1.8Ghz）。在小米看来，这个创新的四丛十核设计能够更好 地兼顾瞬时爆发性能和日用能效需 求。GPU方面，则采用了16核心的G925，性能也较之此前的GPU有了大幅提升。 此外，玄戒O1还配置了小米自研ISP、自研NPU以及自研深度安全架构以及自研PMIC。在这些内 核的支持下，小米这颗SoC在和高通和联发科的当代旗舰相比不分高下。至于基带方面，据小米方 面透露，虽然自立项"玄戒O1"开始，公司就已经投入了自有基带的研发，这一切也值得期待， 籍着这颗芯片的发布，小米玄戒正式踏上"跻身第一梯队旗舰"的新征程。 小米造芯：不是黑历史，是 ...

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]