小米集团2023年Q2业绩PPT演示文稿-43页.docx

Q22023OverallPerformanceFinancial-PerformanceSmartphone-Market-PositionRevenueRMB67.4 billionAdjusted Net Profit1RMB5.1 billion, UP 147.0% YoYZIncluding expenses related to smart EV and other new initiatives2k RMB1.4 billion#3GlobalMarket Share Ranking312.9%Global Market Share351 marketsRanked Top 3361 marketsRanked Top 53User-BaseAIoT-PIatform606.0 millionGlobal MIUI MAU4 10.8% YoY149.3 millionMainland China MIUI MAU46.5% YoY654.5 millionAloT Connected Devices5 24.2% YoY13.0 millionUsers with 5 or MoreConnected Devices5 27.8% YoY# 1TV Shipments in Mainland China6# 1TWS Brand in Mainland China3# 3Tablet Brand in Mainland China3GlobalSmartphoneShipmentsRankedNo.3inQ22023AchievedLeadershipAcrossAllMajorMarketsGloballyQ22023SmartphoneShipmentsRankingandMarketShareNo.312.9%GlobalI Market Share Improved Compared with Q1 2023 Ranking Improved Compared with Q1 2023Source:Canalys,byshipmentsSteadfastExecutionofSmartphonePremiumizationStrategyThreeDesignPrinciplesofPremiumSmartphones:RMB4,000-6,OOO SmartphoneMarket Share1 in Mainland ChinaAll-roundperformance,noshortcomingFocusonuserexperience,notonspecificationsDeepintegrationbetweensoftwareandhardwarePremiumSmartphoneMainlandChinaas%ofTotalSmartphone6.5%Q2 202212.7%Q2 2023ByunitssoldinmainlandChina,accordingtothird-partydata.PremiumsmartphonesinmainlandChinaaresmartphoneswithretailpricesatoraboveRMB3,000miXiaomiMIXFold3:CombiningSlim5Lightweight5andFlagshipExperiences1.aunchedinMainIandChinainAugust2023XiaomiMIXFold35.26mm Unfolded 255g LightweightProprietary HingeTechnologySales Volume Reached 2.25 times of Last Generationin the First Five Minutes of Sales LaunchQuad Camera Systemwith Leica Optical LensCovering Five Focal LengthsPowerful Snapdragon8 Gen 2 Leading VersionSelf-developed Surge Dual BatteriesSelf-developed SurgeP2 Charging Chip andG1 Battery Management ChipWireless ChargingTwo Exceptional Displays withPeak Brightness p to 2,600 NitsAverage single-store GMV by Quarter1PremiumSmartphonesContributedtotheGrowthofOfflineRetailPerformanceinMainlandChina%ofPremiumSmartphoneUnitsSoldviaOfflineRetailStores2Q22022Q32022Q42022Q12023Q22023'Averagesingle-storeGMVbyquarteriscalculatedasthetotalGMVgeneratedfromofflineretailstoresinthequarterdividedbytheaverageofthenumberofofflineretailstoresatthebeginningandtheendofthequarter2ByunitssoldinmainlandChina,accordingtothird-partydata.PremiumsmartphonesinmainlandChinaaresmartphoneswithretailpricesatoraboveRMB3,0007Long-termValue3Long-termInvestmentXiaomiTechnologyPhilosophyContinuouslyinvestintechnologiesthatwillbenefithumanity12technologyfieldswith99verticalsOverRMB100billioninvestmentduringthe5yearsbetween2022to2026XiaomiTechnologyStrategy(SoftwareXHardware)aiFocusonfundamentaltechnologyandlong-termcommitmenttoinvestmentDeepintegrationbetweensoftwareandhardwareempoweredbyAlR&DExpensesReachedRMB4.6billioninQ22023R&DExpensesRMBBillionsQ22023R&DExpensesUp21.0%YoYNumberofR&DEmployees152%ofTotalEmployees1NumberofGrantedPatentsGlobally1335000+RankingofValidGlobalPatentFamiliesofDeclared5GStandardEssentialPatent2RankingTop10PatentOwnerGlobalPatents1Huawei14.59%2Qualcomm10.04%10Xiaomi4.10%1 AsofJune30,20232 Global5GStandardEssentialPatentandStandardProposalResearchReport(2023)issuedbyChinaAcademyofInformationandCommunicationsTechnologyContinuedtoExploreNewFrontierCutting-edgeTechnologySecond-generationBio-inspiredQuadrupedRobotCyberDog2JMoreintelligentandlifelike/Equippedwithourself-developedCyberGearMicro-actuator,whichfurtherenhancesmobilityandsupportshigh-difficultymaneuvers,suchascontinuousbackflips,andfallrecovery/Afusionsensinganddecision-makingsystem,offering19sensorsforvision,touchandhearingJOpen-sourceecosystemthatattractsdifferentlevelsofuserstoparticipateInvestmentsinAlSince20162016.7AlCVTeam2017.9XiaomiAlLab2018.12AlCameraAlgorithmTeam2021.3AutonomousDrivingTeam2021.8XiaomiRobotTeam2023.41.LMTeamCVMACECVMACECVMACECVMACECVCIoudMLNLPCIoudMLMachineMAGEAcousticsCIoudMLMachineMAGEMachineCIoudMLAcousticsCVMiNLPlearningCIoudMLVoiceMiNLPlearningCIoudMLlearningVoiceMulti-mediaNLPGraphNLPKnowledgeplatformKnowledgegraphMulti-mediagraphMachineSearchMachinelearningrecommendationlearningLLMLLM3,000+Al-relatedemployeesNotes:CVdenotescomputervision.NLPdenotesnaturallanguageprocessing.LLMdenoteslargelanguagemodel.FullyEmbraceLLMGoal of Xiaomi LLMLight and on-device modelXiaomiAlAssistant(MAUover110million)empoweredbyLLMiscurr