Overview
- DigiTimes reports that Xiaomi’s second in-house chip, Xring O2, will use TSMC’s 3nm N3P process rather than moving to 2nm this year.
- The processor is expected to sit below top-tier flagships, with outlets indicating it is unlikely to power Xiaomi’s most premium phones.
- Analysts and reporting cite economics and supply as key reasons, with 2nm estimated to cost about 50% more and early capacity heavily booked by Apple, Qualcomm, and MediaTek.
- Omdia data shows mobile DRAM prices up over 70% and NAND more than doubled, with Xiaomi’s president acknowledging higher storage costs that have pushed device prices higher.
- Tipster reports and trademark filings suggest Xring O2 is being positioned for a broader ecosystem, with evaluations for smartphones, tablets, wearables, and Xiaomi’s electric vehicles.