Group 1 - Xiaomi officially launched three products for its 15th anniversary, including Xiaomi 15S Pro, Xiaomi Pad 7 Ultra, and Xiaomi Watch S4, all featuring the self-developed SoC chip, Xuanjie O1 [1] - The Xuanjie O1 chip, built on a second-generation 3nm process, is positioned among the top tier in terms of energy efficiency, with Xiaomi planning to invest 200 billion yuan in R&D over the next five years [1] - Xiaomi's products are increasingly targeting the high-end market, with the Xuanjie O1 chip's performance and efficiency comparable to Apple's A18 Pro, indicating a strategic shift towards premium consumer electronics [2] Group 2 - The new SUV model, YU7, was introduced with a maximum range of 835 km and a 96.3 kWh lithium iron phosphate battery, set to officially launch in July [2] - Xiaomi has set a delivery target of 350,000 vehicles for its automotive business this year, indicating a strong commitment to expanding its presence in the automotive sector [2] - The company forecasts adjusted net profits of approximately 33.75 billion yuan, 42.60 billion yuan, and 55.06 billion yuan for the years 2025-2027, reflecting optimism about product premiumization and automotive business growth [2]

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 Viewpoint - The article discusses the SEA framework (Synthetic Embedding for Enhanced Safety Alignment) developed by the team at Beihang University, which addresses the low-resource safety alignment challenges of multimodal large language models (MLLMs) by using synthetic embeddings instead of real multimodal data [1][2][3]. Summary by Sections Introduction - The SEA framework innovatively replaces real multimodal data with synthetic embeddings, providing a lightweight solution for the safe deployment of large models [1]. Challenges in MLLM Safety Alignment - MLLMs face three main challenges in safety alignment: 1. Reducing the cost of constructing multimodal safety alignment datasets [4]. 2. Overcoming the limitations of text alignment methods in non-text modal attack scenarios [5]. 3. Providing a universal safety alignment solution for emerging modalities [6]. SEA Framework Overview - SEA synthesizes embeddings from the representation space of modal encoders, allowing for cross-modal safety alignment using only text input, thus overcoming the high costs and strong modality dependencies of real data [6][8]. Data Preparation - The framework requires a text safety alignment dataset containing harmful instructions, which are used to optimize a set of embedding vectors [12]. Embedding Optimization - The optimization process aims to maximize the probability of the MLLM generating specified outputs based on the optimized embeddings, while keeping the MLLM parameters frozen [16][17]. Safety Alignment Implementation - To integrate the embedding vectors with the text dataset, specific prefixes are added to the text instructions, allowing for the construction of multimodal datasets for safety alignment training [19]. VA-SafetyBench: Safety Evaluation Benchmark - VA-SafetyBench is a safety evaluation benchmark for MLLMs that includes video and audio safety assessments, expanding upon existing image safety benchmarks [20][21]. Experimental Results - The SEA framework demonstrated effectiveness in reducing the success rate of multimodal attacks compared to traditional methods, particularly in complex attack scenarios involving images, videos, and audio [32][36]. Conclusion - The SEA framework shows promise as a solution for the safety alignment of emerging MLLMs, allowing for effective multimodal safety alignment using synthetic embeddings, which significantly reduces resource requirements [37].

Core Viewpoint - Xiaomi has unveiled its self-developed 3nm mobile SoC chip, Xuanjie O1, marking its entry into the competitive chip market alongside major players like Apple and Qualcomm. The company aims to establish itself in the semiconductor industry despite the challenges and scrutiny it faces as a newcomer [2][3]. Group 1: Chip Development and Technology - The Xuanjie O1 features a "2+4+2+2" ten-core architecture, with the dual super-large cores utilizing ARM's latest X925, which offers a 36% performance increase over the previous generation [3]. - The chip does not integrate a communication module but uses MediaTek's 5G baseband, raising questions about the extent of Xiaomi's self-research capabilities [3][4]. - Xiaomi is the fourth global smartphone manufacturer to develop its own SoC, following Apple, Huawei, and Samsung [2]. Group 2: Industry Context and Competition - The semiconductor industry is characterized by high costs and long development cycles, with Xiaomi committing to invest over 50 billion yuan (approximately $7 billion) over the next decade [6]. - The company faces significant competition, as many predecessors in the chip industry have failed, highlighting the challenges of entering this market [6]. - Xiaomi's previous attempts at chip development, such as the 28nm Pinecone S1, faced issues that led to a shift in strategy towards larger chips [6]. Group 3: Market Strategy and Sales - Xiaomi aims to achieve significant sales volume for the Xuanjie O1, estimating that it needs to sell at least 10 million units within one to two years to remain viable [7]. - The chip is already being used in the newly launched Xiaomi 15S Pro and Xiaomi Pad 7 Ultra, with the company having shipped approximately 168 million smartphones last year, positioning it well for achieving the necessary sales volume [7][8]. - Despite the introduction of its own SoC, Xiaomi will continue to rely on Qualcomm and MediaTek for mid-range and low-end products, indicating a dual-sourcing strategy [8]. Group 4: Financial Performance - As of May 23, Xiaomi's stock closed at 53 HKD, with a market capitalization nearing 1.4 trillion HKD, reflecting investor sentiment amidst its strategic shifts in the semiconductor space [9].

Core Viewpoint - Xiaomi has officially announced its self-developed SoC chip, the "Xuanjie O1," which is based on a second-generation 3nm process technology, marking a significant milestone for Chinese manufacturers in the smartphone chip industry [3][5]. Group 1: Chip Development and Background - The development of the Xuanjie O1 chip has been in progress for over 10 years, with a significant investment of over 13.5 billion RMB (approximately 1.9 billion USD) over the last four years [5]. - Xiaomi's chip development history includes the launch of the "Surge S1" in 2017, which was deemed a failure, leading to a temporary halt in SoC development until the recent revival in 2021 [3][5]. - The current R&D team for Xiaomi's chip development has grown to over 2,500 members, indicating a robust commitment to advancing its technology [5]. Group 2: Performance Metrics - The Xuanjie O1 achieved a single-core score of 2709 and a multi-core score of 8125 in the Geekbench 6 benchmark tests, showcasing competitive performance among flagship chips [8][10]. - Compared to other leading chips, the Xuanjie O1's performance is positioned as follows: Qualcomm Snapdragon 8 Elite scored 3228 (single-core) and 10688 (multi-core), while MediaTek Dimensity 9400 scored 2958 (single-core) and 9155 (multi-core) [10]. - The performance metrics suggest that if the Xuanjie O1 proves effective in real-world applications, it could significantly enhance Xiaomi's market position and reputation beyond being perceived as an "assembly factory" [10].