一方面，各头部手机品牌目前都会自称有"自研AI大模型"，并通过各种各样的"性能优化方案"，在手机上 实现了或主打影像、或用于日常生活、或是辅助游戏体验的"AI功能"。 众所周知，对于如今的智能手机行业来说，"AI"已经成为了各大厂商最常挂在嘴边的宣传点。 另一方面，纵观上游的芯片厂商，他们在宣发新款SoC时，如今也普遍会有关于NPU架构改进、能效提 升，以及联合各种AI大模型做端侧性能优化的演示环节。 但如果大家还记得前些年的智能手机宣发就会意识到一件事，在"手机AI"还未普及的年代，彼时相关厂商 都会在宣发他们的早期"NPU"时，明确给出性能（算力）指标。这样一来，尽管那个时候NPU"能做的事 情"非常有限，但消费者起码一眼就能看出不同品牌以及不同代次SoC之间，在NPU性能上的差异与进步幅 度。 发现了什么问题吗？尽管高通这两代旗舰SoC的NPU性能，在行业中依然是"遥遥领先"，但这就意味着从 骁龙8 Gen2到骁龙8 Gen3的这两代，NPU的"算力数字"进步速度确实可能是慢了下来。 | | 三星 | 高通 | 联发科 | 小米 | | --- | --- | --- | --- | --- | | | ...

Core Insights - Xiaomi has announced the launch of its self-developed mobile chip "Xuanjie O1" during its 15th anniversary event, marking a significant milestone in its technology capabilities [1][14] - The chip positions Xiaomi as the fourth global and second domestic brand to master mobile SoC core technology, directly competing with Apple's A-series, Huawei's Kirin, and Samsung's Exynos [1][14] Development Journey - Xiaomi's chip development began in September 2014 with the establishment of Pinecone Electronics, initially perceived as a marketing attempt [4] - Despite early setbacks with the Surge S1 chip, Xiaomi invested 8 billion yuan in 2023 alone, totaling 30 billion yuan over ten years, leading to significant breakthroughs in chip technology [4] Technical Specifications - The Xuanjie O1 chip, designed by Qin Muyun, features a 4nm process from TSMC, with a performance score reaching 2 million, surpassing Snapdragon 8 Gen3 [6] - It includes a powerful architecture with one 3.2GHz super core, three 2.8GHz middle cores, and four efficiency cores, along with an advanced GPU supporting ray tracing technology [6][8] AI Capabilities - The chip integrates Xiaomi's self-developed NPU "Kunlun," capable of processing 15 trillion operations per second, significantly enhancing AI performance in photography [8] - The AI algorithms reportedly reduce noise in night photography to half the level of the iPhone 15 Pro [8] Market Positioning - The first device featuring the Xuanjie O1, the Xiaomi 15S Pro, is priced at 5,299 yuan, significantly lower than Huawei's Mate60 Pro, indicating Xiaomi's strategy to penetrate the mid-to-high-end market [8][14] - Xiaomi aims to make top-tier technology accessible to the general public, contrasting with the luxury positioning of competitors [8][14] Product Features - The Xiaomi 15S Pro boasts impressive specifications, including a 2K full-depth micro-curved screen, Leica triple-camera system, and a 6000mAh silicon-carbon battery [8] - The device also features UWB technology for seamless integration with Xiaomi's ecosystem, allowing for automatic unlocking of vehicles [14] Challenges Ahead - Industry experts have noted potential challenges, including limited initial chip production capacity and software compatibility issues, which Xiaomi is actively addressing [12][14] - The company is working on optimizing compatibility for popular games to ensure a smooth user experience [12]

Group 1 - Xiaomi has regained its position as the number one smartphone brand in China in the first quarter of this year, launching the Redmi Turbo 4 Pro with the Snapdragon 8s Gen4 processor and a large 7660mAh battery at a price of 1699 yuan [1] - The company is also set to release the Civi 5 Pro, which will feature the same Snapdragon 8s Gen4 processor, indicating a focus on high-performance devices [1] - Despite these successes, Xiaomi recognizes that to truly compete with Huawei, it must not only surpass Huawei in sales but also achieve self-research capabilities that meet or exceed Huawei's standards [1] Group 2 - The Xiaomi 15S Pro is highlighted as a significant new model, featuring Xiaomi's second self-developed main processor after an eight-year gap since the launch of the Mi 5C with the Surge S1 processor [3] - Xiaomi has been secretly developing processors since 2014, and the company has opted to wait until it can produce a product that competes with Qualcomm's flagship chips before launching [3] - The self-developed SoC named "Xuanjie O1" is set to be announced in late May, with early reports suggesting it will be built using TSMC's 4nm process and will have performance levels comparable to Snapdragon 8 Gen2, although the GPU performance may be slightly lower [5][7] Group 3 - The Xuanjie O1 processor is expected to have lower power consumption due to the advanced 4nm technology compared to Huawei's 7nm Kirin 9XXX, indicating a technological advantage [7] - There are questions regarding the pricing strategy for the Xiaomi 15S Pro, especially in comparison to the Xiaomi 15 Pro, which uses the Snapdragon 8 Gen1 processor [7]