自小米公布首款旗舰SoC玄戒O1以来争议不断，尤其是在玄戒O1正式发布之后，市场对"小米自研"发出质疑，更有传闻称是由Arm公司为小米定制的。 针对外界的一系列争议，小米公司官方也站出来进行了回应。 5月26日深夜，小米公司发文称，"网传玄戒O1是向Arm定制的芯片"完全是谣言，玄戒O1不是向Arm定制的，研发过程中，也没有采用Arm CSS服务。 Arm是一家芯片架构设计公司，本身并不制造或销售芯片，而是将其技术知识产权（IP）授权给半导体芯片制造公司，这些IP包括指令集架构、微处理 器、图形核心、NPU（神经网络处理器）核心、互连架构等，Arm合作的芯片公司包括英特尔、IBM、苹果、三星、博通等全球巨头。 上述关于玄戒O1的争议来源于Arm此前在官网发布的一篇文章，标题为《XRING O1 Custom Silicon from Xiaomi is Powered by the Arm Compute Platform》，意为 "小米的XRING O1定制芯片由Arm计算平台提供支持" 。目前该文章已经删除，但其中的表述引发了一些争议，有网友认为，玄戒O1是 Arm基于其CSS for Client（面向 ...

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Core Insights - Xiaomi's self-developed flagship chip "Xuanjie O1" has been unveiled, marking a significant step in the global smartphone chip market [2][4] - The chip is produced using TSMC's 3nm process technology and is primarily aimed at technical validation, with initial production volumes conservatively estimated in the hundreds of thousands [2][4] - Xiaomi will continue to collaborate with leading chip suppliers Qualcomm and MediaTek despite launching its own chip [2][5] Market Dynamics - In 2024, Xiaomi is expected to ship 19.5 million smartphones with Qualcomm's Snapdragon 8 series and 3.7 million with MediaTek's Dimensity 9000 series [2] - The global smartphone AP/SoC chip market is seeing a shift, with MediaTek, Apple, Qualcomm, and others holding significant market shares [2][6] - The competitive landscape is evolving, with Xiaomi joining the ranks of companies like Apple, Huawei, and Samsung that have developed their own chips [3][7] Strategic Positioning - Xiaomi's entry into the SoC chip market is part of a broader strategy to enhance its control over hardware and software integration [4][10] - The company is adopting a multi-supplier strategy, relying heavily on third-party suppliers for its SoC chips, with MediaTek holding a 63% share and Qualcomm 35% [5][6] - The self-developed chip is seen as a stepping stone for Xiaomi to ascend to the high-end market, although its current production scale is limited [5][6] Competitive Landscape - The smartphone chip market is increasingly characterized by a focus on ecosystem integration, with companies striving for vertical integration from hardware to software [7][10] - The competition is not just about chips but also about creating a cohesive ecosystem that enhances user experience and brand loyalty [7][11] - As the market matures, the differentiation among smartphone brands is becoming more pronounced, with self-developed chips playing a crucial role in this strategy [9][10]

大型科技股多数下跌，2025年苹果全球开发者大会将于北京时间6月10日开幕。 油价下跌，黄金连续第三日上涨。 三大股指全线收跌 美债收益率飙升 截至收盘，道指跌816.80点，跌幅为1.91%；纳指跌270.07点，跌幅为1.41%；标普500指数跌95.85点，跌幅为1.61%。 【导读】美国三大股指全线收跌，道指重挫逾800点 美东时间5月21日周三，美国三大股指全线收跌，道指重挫逾800点。因交易员担忧新预算法案将恶化美国财政赤字，美国国债收益率飙升。 大型科技股多数下跌 大型科技股多数下跌，特斯拉跌逾2%，苹果跌逾2%，英伟达跌逾1%，亚马逊跌逾1%，微软跌逾1%，脸书跌0.25%，谷歌涨逾2%。 | TAMAMA科技指数 | 15979.27 | -1.14% | | --- | --- | --- | | 8884057 | | | | 苹果(APPLE) | 202.090 | -2.31% | | US AAPL | 201.690 | -0.20% 盘后 | | 谷歌(ALPHABET)-A | 168.560 | 2.79% | | US GOOGL | 168.580 | 0.01% 盘 ...

每经记者｜董天意 实习生 周卓孜 每经编辑｜孙磊 | 2025年5月22日 星期四 | NO.1 高通与小米签署全新多年协议 5月20日，高通技术公司和小米集团宣布签署全新多年合作协议。在协议期内，小米的旗舰智能手机产 品将持续搭载骁龙8系移动平台，覆盖多个产品代际，并将在中国及全球市场销售。今年晚些时候，小 米也将成为首批采用下一代骁龙8系旗舰移动平台的厂商之一。展望未来，双方计划继续携手，在包括 智能手机、汽车、AR/VR眼镜、可穿戴设备、平板电脑等在内的各类边缘侧设备领域，持续推动技术 进步。 点评：高通与小米签署全新多年合作协议，进一步巩固了双方在智能手机及其他设备领域的战略伙伴关 系。这一合作将确保小米旗舰产品继续搭载先进的骁龙8系移动平台，提升其市场竞争力。此外，双方 在AR/VR、汽车及可穿戴设备的联合探索，预示着未来市场的技术创新和应用前景。整体来看，此次 协议将促进投资者对移动通讯和智能设备行业的关注，激活相关领域的业务合作与发展潜力。 NO.2 福田与华为数字能源携手合作 5月20日，北汽福田汽车与华为数字能源技术有限公司签署合作协议。华为数字能源是数字与电力电子 融合先锋，此前发布重卡兆 ...

Core Viewpoint - Xiaomi's self-developed 3nm smartphone SoC, "Xuanjie O1," is set to be officially released on May 22, marking a significant milestone in the company's decade-long chip development journey. This positions Xiaomi as the fourth company globally to design its own 3nm smartphone SoC, following Apple, Qualcomm, and MediaTek [2][4]. Chip Development and Market Position - The Xuanjie O1 is primarily aimed at high-end flagship products, with initial production estimates conservatively set at several hundred thousand units due to high initial costs from small-scale production [2][4]. - Xiaomi's strategy includes using a self-developed application processor (AP) while likely relying on MediaTek for the baseband processor (BP), as developing a proprietary BP involves high patent costs and complex compatibility challenges [6][8]. Competitive Landscape - Xiaomi aims to enhance its position in the high-end smartphone market, where competitors like Apple, Samsung, and Huawei already utilize self-developed SoCs. The self-developed SoC is seen as crucial for differentiation, cost control, and energy optimization [8][9]. - As of March 2024, Xiaomi holds a 24.3% market share in the 4000-5000 yuan price segment in mainland China, indicating progress in its high-end market strategy [8]. Relationship with Third-Party Suppliers - Despite the introduction of its own chip, Xiaomi will continue to collaborate with Qualcomm and MediaTek for various product lines, as the self-developed chip requires multiple generations for market validation and cost optimization [10][11]. - Qualcomm's CEO has stated that Xiaomi's self-developed chip is not expected to impact its business, and both companies have reaffirmed their partnership through a multi-year agreement [11]. Investment and Development History - Xiaomi has invested over 13.5 billion yuan in chip development from 2021 to April 2025, with an expected investment of over 6 billion yuan in 2023 alone. The R&D team has grown to over 2,500 members [12][13].

Core Insights - Xiaomi's self-developed SoC chip, "Xuanjie O1," is set to be released soon, marking a significant step in the company's chip development journey [1][3] - The chip has achieved mass production using advanced 3nm process technology, positioning Xiaomi among the top four companies globally to release such a chip [3][5] - Xiaomi's substantial investment in chip R&D, exceeding 135 billion yuan, highlights its commitment to advancing semiconductor technology in China [4][11] Investment and Market Impact - Following the announcement of the Xuanjie O1, Xiaomi's stock experienced notable movements in both Hong Kong and A-share markets [2] - The chip's performance metrics, with single-core scores of 2709 and multi-core scores of 8125, indicate competitive capabilities against Qualcomm's Snapdragon 8 Gen 3 [5][12] - Xiaomi's strategy includes leveraging self-developed chips to enhance its ecosystem, potentially linking smartphones with smart home products and electric vehicles [10][11] Industry Position and Future Outlook - Xiaomi is recognized as the second Chinese manufacturer after Huawei to achieve mass production of flagship SoC chips [5] - The company ranks among the top three in terms of R&D investment and team size in the domestic semiconductor design sector [4] - Despite advancements, challenges remain in developing integrated baseband chips, with Xiaomi expected to continue using third-party solutions in the near term [6][9] Competitive Landscape - Qualcomm's CEO stated that Xiaomi's self-developed chips are not expected to disrupt Qualcomm's business, as the latter will continue to supply chips for Xiaomi's flagship devices [5] - The collaboration between Xiaomi and Qualcomm is set to continue, with plans to advance AI edge devices together [5][9] - The competitive landscape in the smartphone market shows Xiaomi regaining its position as a leader, with a 19% market share in Q1 2025 [12]

小米自研的SoC（（System on Chip，系统级芯片平台）玄戒 O1正式发布前夕，一份联合声明打消了市 场关于小米产品全面转向自研芯片的种种猜测。 从小米和高通的合作历史来看，从2011年发布小米手机1以来，高通一直是小米的核心芯片供应商。 2023年，小米推出其首款车型小米SU7时，选择了高通技术公司的下一代骁龙座舱平台，为SU7提供数 字座舱支持。此外，SU7还搭载了骁龙汽车5G调制解调器射频解决方案，实现高性能计算、精准定位和 低延迟连接。 此次联合声明的发布，则意味着小米接下来将开启"双芯路线"——自研SoC和第三方SoC并行发展。 事实上，小米的自研芯片最早开始于2014年10月。当时，小米成立了松果电子，并于2017年2月发布了 首款自研SoC芯片澎湃S1，采用28nm工艺，搭载于小米5C手机。其八核设计（4×A53大核+4×A53小 核）性能对标中端芯片，但因工艺落后和基带短板，市场反响平平。 此后，澎湃S2因多次流片失败搁浅，小米暂停SoC研发，转而聚焦外围芯片，如影像（ISP）、快充 （PMIC）等细分领域。其中，澎湃C1（ISP芯片）搭载于小米MIX Fold，优化了影像处理效率； ...

Core Viewpoint - Qualcomm Technologies, Inc. and Xiaomi celebrate their 15-year partnership and sign a multi-year agreement to drive innovation in the tech industry, focusing on high-end smartphones and various connected devices [1][2]. Group 1: Partnership Highlights - The collaboration has been pivotal in Xiaomi's growth from a startup to a global tech leader, with Qualcomm being a trusted partner throughout this journey [1]. - Both companies aim to enhance the integration of artificial intelligence in edge devices, including smartphones, cars, AR/VR glasses, wearables, and tablets [2]. Group 2: Product Innovations - Qualcomm's Snapdragon platform has supported millions of Xiaomi products, contributing to Xiaomi becoming the third-largest smartphone brand globally [2]. - Xiaomi's recent launch of the Xiaomi 15 series, powered by the Snapdragon 8 Gen 1 chip, has achieved significant commercial success [2]. - In the automotive sector, Xiaomi's first car, the SU7, utilizes Qualcomm's next-generation Snapdragon digital cockpit platform for an advanced in-car experience [2]. Group 3: Expanding Product Categories - Qualcomm's Wi-Fi solutions, including the latest Wi-Fi 7 technology, enable Xiaomi to deliver faster and more reliable connectivity in its smart home products [3]. - The collaboration extends to wearables, with several commercial headphones and smartwatches featuring Snapdragon platforms, such as the Xiaomi Buds 5 Pro and Xiaomi Watch 2 Pro [3].

Core Viewpoint - Xiaomi has made significant progress in developing its self-researched mobile processor, the "Xuanjie O1," which is seen as a crucial step in the company's technological advancement amidst increasing competition in the high-tech sector, particularly from the U.S. [1][2] Group 1: Development and Investment - Xiaomi has invested over 13.5 billion RMB in the development of the Xuanjie O1 processor over the past four years, with a projected investment of over 6 billion RMB for this year [2] - The research team for the Xuanjie O1 has grown to over 2,500 members [2] Group 2: Technical Specifications - The Xuanjie O1 features a 10-core architecture, including 2 super-large cores at 3.9GHz, 4 large cores at 3.4GHz, 2 medium cores at 1.89GHz, and 2 small cores at 1.8GHz, along with an Immortalis-G925 GPU [4] - Xiaomi will continue to use Qualcomm's Snapdragon 8 series processors in its high-end smartphones, indicating a dual-sourcing strategy [4][6] Group 3: Market Position and Strategy - The Xuanjie O1 is positioned as a significant player among self-researched processors below 5nm, with Xiaomi planning to use it in its high-end devices like the Xiaomi 15s Pro and the Xiaomi Pad 7 Ultra [9] - Xiaomi's approach contrasts with competitors like Samsung, which has been cautious in deploying its own Exynos processors in flagship devices [9] Group 4: Industry Context and Perception - There is skepticism regarding Xiaomi's reliance on public IPs for the Xuanjie O1, with some critics suggesting it undermines the company's self-research efforts [4][6] - The narrative surrounding the "magic ring" theory, which implies dependency on external partners, is viewed as a misinterpretation of the competitive landscape and the advancements made by Chinese tech companies [6]