Xiaomi's chips are quite abstract today, with many enthusiasts engaging in extensive discussions about the collaboration between Arm and Xiaomi. In fact, if we take the automotive industry's Nio, Li Auto, and XPeng as references, what constitutes self-developed chip design becomes highly controversial.
Self-developed chips = independently designed chip architecture, choosing configurations like CPU+GPU+NPU+others?Self-developed chips = independent design + proprietary IP (no purchasing from Arm)?Self-developed chips = independent design + proprietary IP + self-developed EDA?Globally, the semiconductor industry is entering a more complex and non-linear era. Reshaped by the AI wave, the advanced processes upstream and the diversified demands downstream are in strong tension, with mismatched supply and demand, technological bottlenecks, and geopolitical risks becoming the norm.In this storm, there is no right or wrong, only choices—and it's the company's top leader who bears the risks and losses, potentially reaping both fame and fortune in future competition. It's recommended to check out this report: Braving the storm: navigating an uncertain future State of Semiconductors 2025.Now, the leader is truly leading. Without leadership, it's hard to make decisions in such a complex situation.
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