Core Viewpoint - Xiaomi's self-developed flagship SoC, the Xuanjie O1, has faced controversy regarding its development and relationship with Arm, which Xiaomi has publicly refuted, asserting that the chip is not a custom design from Arm and was independently developed by its team over four years [1][4]. Group 1: Development and Design - The Xuanjie O1 is a 3nm flagship SoC designed entirely by Xiaomi's Xuanjie team, utilizing Arm's latest CPU and GPU standard IP licenses, but the multi-core and memory system-level design, as well as backend physical implementation, were independently completed by the team [4]. - Xiaomi claims that the CPU of the Xuanjie O1 features a super-large core with a maximum frequency of 3.9GHz, significantly exceeding industry standards, achieved through numerous innovations and hundreds of layout iterations [4]. Group 2: Relationship with Arm - A previous article on Arm's website suggested that the Xuanjie O1 was a custom chip powered by the Arm Compute Platform, which led to public speculation; however, this article has since been removed [2]. - Arm confirmed that the Xuanjie O1 was developed by Xiaomi's team and utilizes the latest Armv9.2 Cortex CPU cluster IP, Immortalis GPU IP, and CoreLink system interconnect IP, supporting advanced 3nm process technology [4]. Group 3: Baseband and Supply Chain - The Xuanjie O1 employs an external baseband solution, specifically the MediaTek T800, which Xiaomi claims provides comparable upload and download experiences to other flagship smartphones while supporting 5G [6]. - Xiaomi's smartphone SoC strategy involves a diversified supply model, with MediaTek supplying 63% of the chips and Qualcomm providing 35%, indicating a strong reliance on third-party suppliers [7].

Industry Information - CATL has launched the 75 standardized battery swap block and aims to build a nationwide battery swap network covering 80% of trunk transport capacity by 2030, targeting a 50% market penetration for electric heavy trucks within three years [8][9] - In the first four months, Ningbo port exported over 70,000 new energy vehicles, marking a year-on-year increase of 366.8% [12] - The number of active new energy vehicles in China has surpassed 30 million, with over 20 million being pure electric vehicles [12] - TrendForce predicts that global new energy vehicle sales will exceed 4 million units in Q1 2025, representing a 39% year-on-year increase [16][20] - Ganfeng Lithium has established a comprehensive layout in the solid-state battery sector, with energy densities reaching 420Wh/kg [22] Policy Information - Guizhou Province plans to adjust peak and valley electricity prices, with peak prices increasing by 60% and valley prices decreasing by 60% [29][30] - The Zhejiang Provincial Finance Department has allocated 118.8 million yuan for energy-saving and emission reduction subsidies, focusing on charging and swapping facilities [11] - Beijing has issued an additional 20,000 new energy vehicle license plates to meet the needs of carless families [11][12] - The Shenzhen Market Supervision Administration has released fire safety management regulations for electric vehicle supercharging stations [32][33] - The Shanghai Municipal Development and Reform Commission has introduced a reward system for V2G (Vehicle-to-Grid) capabilities, with a maximum reward of 240 yuan per kilowatt per year [35][36]

Group 1 - Qualcomm and Xiaomi have signed a new multi-year cooperation agreement, ensuring Xiaomi's flagship smartphones will continue to use the Snapdragon 8 series mobile platform, enhancing market competitiveness [1] - The partnership will also explore advancements in various edge devices, including smartphones, automotive, AR/VR glasses, and wearables, indicating future technological innovations and applications [1] - This agreement is expected to stimulate investor interest in the mobile communications and smart device sectors, activating business cooperation and development potential in related fields [1] Group 2 - Foton Motor and Huawei Digital Energy have signed a cooperation agreement aimed at addressing the charging and operational challenges of pure electric heavy trucks, integrating resources to accelerate the market launch of megawatt charging commercial vehicles [2] - This collaboration is expected to enhance charging efficiency and contribute to the green transformation and cost optimization of the automotive industry [2] - The partnership may boost market confidence in the sustainable development potential of related companies [2] Group 3 - Renault's CEO expressed willingness to provide technology to other automakers to increase the production of shared functional vehicles and reduce manufacturing costs, maintaining an open collaboration approach despite previous setbacks [3] - The focus on shared technology in small and commercial vehicles may enhance competitiveness through resource integration and lower overall manufacturing costs [3] - This openness to technological cooperation could promote strategic alliances within the automotive sector, optimizing market dynamics and enhancing growth confidence [3] Group 4 - Honda has announced a reduction in electric vehicle investment due to slowing demand and relaxed overseas environmental restrictions, shifting focus to hybrid models and abandoning the goal of 30% electric vehicle sales by 2030 [4] - The investment plan for electrification and software has been cut from 10 trillion yen to 7 trillion yen, with plans to launch 13 new hybrid models in the next four years [4] - This shift may impact Honda's competitiveness in the electric vehicle market and could influence the overall electric vehicle industry's progress, intensifying demand for hybrid models and prompting a reevaluation of long-term strategies among automakers [4]

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 and Xiaomi have signed a new multi-year cooperation agreement, celebrating 15 years of partnership, which will see Xiaomi's flagship smartphones continue to use the Snapdragon 8 series mobile platform [1] Group 1 - The new agreement will cover multiple product generations of Xiaomi's flagship smartphones [1] - Xiaomi will be one of the first manufacturers to adopt the next-generation Snapdragon 8 series flagship mobile platform later this year [1] - The collaboration will extend to both the Chinese and global markets for Xiaomi's products [1]