Core Viewpoint - Xiaomi's ambitious plan to develop its own 3nm SoC chips may face challenges due to potential restrictions on collaboration with TSMC amid ongoing US-China trade tensions [1][2][3] Group 1: Xiaomi's Chip Development - Xiaomi has announced plans to invest at least 50 billion RMB (approximately 6.9 billion USD) over the next decade to develop its own chips, starting from 2025 [1] - The first self-developed SoC chip, "XRING 01," was launched using TSMC's second-generation 3nm process, aimed at competing with advanced chips like Apple's A18 Pro [2][5] - The company has not disclosed how many SoC chips it plans to produce, indicating uncertainty in its production scale [1][5] Group 2: Potential Collaboration Issues - The US government may impose restrictions on TSMC's collaboration with Xiaomi to prevent the rapid advancement of Chinese AI chip technology [2] - Concerns exist that Xiaomi's technology could be shared with other Chinese companies, giving them a competitive edge [2] Group 3: Market Position and Competition - Despite launching its own chip, Xiaomi is expected to continue relying on Qualcomm and MediaTek for approximately 40% of its smartphone components [2][3] - Qualcomm's CEO stated that Xiaomi's announcement of its first smartphone chip would not impact Qualcomm's business, highlighting the ongoing reliance on established suppliers [3] Group 4: Performance of Xiaomi's SoC - Initial performance tests of the "XRING 01" chip showed disappointing results, underperforming by 13% compared to Xiaomi's claims and falling short against Qualcomm's Snapdragon 8 Elite and MediaTek's Dimensity 9400 [4][5] - The integration of hardware and software in Xiaomi's SoC aims to provide a unique user experience, although the initial performance raises concerns about its competitiveness [5]

Core Insights - The main focus of the event was the launch of the Xiaomi 15S Pro smartphone and the YU7 car, marking Xiaomi's 15th anniversary and its transition into a "hard tech" company with the introduction of the self-developed chip, the玄戒O1 [2][19] - The玄戒O1 chip is designed to compete with high-end chips like Qualcomm's Snapdragon 8 Elite and Apple's A18 Pro, showcasing Xiaomi's ambition to achieve flagship performance [4][10] Chip Performance - The玄戒O1 chip scored 3,004,137 points in benchmark tests, indicating strong performance capabilities [6] - It features a deca-core architecture with 2 super-large cores, 4 large cores, 2 small cores, and 2 super-small cores, along with a 16-core GPU [8] - In terms of CPU performance, the玄戒O1 lags slightly behind the A18 Pro in single-core performance but surpasses it in multi-core performance [10] - The GPU performance of the玄戒O1 is significantly better than that of the A18 Pro, with a 35% lower power consumption [11] Development and Investment - Xiaomi has invested over 13.5 billion RMB in the玄戒 chip since restarting its chip program in 2021, with plans to invest 200 billion RMB in R&D over the next decade [16] - The company aims to sell 10 million units of the玄戒 chip within one to two years, despite acknowledging that this may initially be a "money-losing business" [16] Future Prospects - Xiaomi's玄戒 chip will not completely replace Qualcomm's chips in its flagship devices, as the company plans to continue its long-term partnership with Qualcomm [21] - The introduction of the玄戒 chip provides Xiaomi with more options and reduces its dependency on Qualcomm, allowing for greater flexibility in product offerings [23] - The development of the玄戒 chip signifies a shift towards self-reliance in core technologies, aligning with the broader trend of increasing domestic technological capabilities in China [24]

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