822 lines
33 KiB
HTML
822 lines
33 KiB
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl font-bold mb-4">小米大模型概念分析报告</h1>
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<p class="text-lg text-gray-600">从技术验证到生态变现：中国版"Apple Intelligence"的崛起之路</p>
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</div>
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<!-- 概念事件时间线 -->
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<div class="card mb-8 p-6">
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<h2 class="section-title">概念事件时间线</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="ml-6">
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<div class="flex items-center mb-1">
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<span class="font-bold text-lg">2023年4月</span>
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<span class="badge-primary ml-3">技术起步</span>
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</div>
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<p class="text-gray-700">小米正式成立大模型团队，初期配备<strong>6500张GPU</strong>，确立"轻量化、本地部署"技术路线</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="ml-6">
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<div class="flex items-center mb-1">
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<span class="font-bold text-lg">2023年8月</span>
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<span class="badge-primary ml-3">战略发布</span>
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</div>
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<p class="text-gray-700">雷军宣布"人车家全生态"战略，将AI大模型列为底层核心技术</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="ml-6">
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<div class="flex items-center mb-1">
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<span class="font-bold text-lg">2024年5月</span>
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<span class="badge-primary ml-3">模型备案</span>
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</div>
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<p class="text-gray-700">小米大语言模型<strong>MiLM通过备案</strong>，形成0.3B-30B参数矩阵</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="ml-6">
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<div class="flex items-center mb-1">
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<span class="font-bold text-lg">2024年12月</span>
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<span class="badge-primary ml-3">人才引进</span>
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</div>
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<p class="text-gray-700">挖角DeepSeek核心开发者<strong>罗福莉</strong>加盟，启动<strong>万卡GPU集群</strong>建设</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="ml-6">
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<div class="flex items-center mb-1">
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<span class="font-bold text-lg">2025年4月</span>
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<span class="badge-secondary ml-3">技术突破</span>
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</div>
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<p class="text-gray-700">开源首个推理大模型<strong>Xiaomi MiMo-7B</strong>，数学/代码评测超越OpenAI o1-mini</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="ml-6">
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<div class="flex items-center mb-1">
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<span class="font-bold text-lg">2025年5月</span>
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<span class="badge-secondary ml-3">商标布局</span>
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</div>
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<p class="text-gray-700">申请"XIAOMI MIMO"商标，覆盖运输工具、科学仪器等类别</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card mb-8 p-6 gradient-bg text-white">
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<h2 class="section-title text-white">核心观点摘要</h2>
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<div class="highlight-box border-white">
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<p class="text-lg font-medium">小米大模型已从"技术验证"进入"生态变现"阶段：<strong>7B推理模型的开源标志着端侧AI平权化落地</strong>，而万卡集群+全场景设备（手机/汽车/AIoT）的协同，使其可能成为<strong>中国版"Apple Intelligence"</strong>。短期看汽车智驾（HAD系统）和AI眼镜的爆款催化，长期看<strong>端云协同的AI生态估值重构</strong>。</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card mb-8 p-6">
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<h2 class="section-title">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-gray-800">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="opportunity-card p-4 bg-gray-50 rounded-lg">
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<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-microchip text-green-600 mr-2"></i>技术突破
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</h4>
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<p>MiMo-7B仅用<strong>7B参数</strong>即超越32B模型（QwQ-32B-Preview），验证轻量化路径可行性</p>
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||
</div>
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<div class="opportunity-card p-4 bg-gray-50 rounded-lg">
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||
<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-network-wired text-green-600 mr-2"></i>场景垄断
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</h4>
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<p><strong>9亿AIoT设备</strong>+<strong>220万汽车年交付目标</strong>构成天然数据闭环</p>
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</div>
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<div class="opportunity-card p-4 bg-gray-50 rounded-lg">
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<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-chart-line text-green-600 mr-2"></i>成本拐点
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</h4>
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<p>端侧部署降低<strong>80%云端算力成本</strong>，解决商业化最大瓶颈</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-gray-800">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="neutral-card p-4 bg-gray-50 rounded-lg">
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<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-fire text-gray-600 mr-2"></i>新闻热度
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</h4>
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<p>4月30日MiMo发布后，小米产业链个股（全志科技、泰凌微）<strong>单日涨幅超15%</strong></p>
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</div>
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<div class="neutral-card p-4 bg-gray-50 rounded-lg">
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<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-file-alt text-gray-600 mr-2"></i>研报密集度
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</h4>
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<p>2024Q4以来相关研报<strong>月均15篇</strong>，聚焦"端侧AI"主题</p>
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</div>
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<div class="neutral-card p-4 bg-gray-50 rounded-lg">
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<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-balance-scale text-gray-600 mr-2"></i>情绪分歧
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</h4>
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<p>乐观派认为"AI平权化"，谨慎派指出<strong>GPU万卡集群进度可能滞后</strong></p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold mb-4 text-gray-800">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="opportunity-card p-4 bg-gray-50 rounded-lg">
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<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-arrow-up text-green-600 mr-2"></i>被低估点
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</h4>
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<p>市场未充分定价<strong>AIoT设备升级需求</strong>——现有9亿设备中仅<strong>5%搭载NPU</strong>，MiMo可激活存量市场</p>
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</div>
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<div class="risk-card p-4 bg-gray-50 rounded-lg">
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<h4 class="font-bold mb-2 flex items-center">
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<i class="fas fa-arrow-down text-red-600 mr-2"></i>被高估点
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</h4>
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<p>万卡集群实际进度可能低于"数月建成"预期，需跟踪<strong>金山云CAPEX数据</strong>验证</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card mb-8 p-6">
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<h2 class="section-title">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-gray-800">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-bold">1</span>
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</div>
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<div>
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<p class="font-bold"><strong>2025年6月</strong>：AI眼镜发布</p>
|
||
<p class="text-gray-700">对标Meta Ray-Ban，搭载MiMo实现<strong>实时视觉问答</strong></p>
|
||
</div>
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||
</div>
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||
|
||
<div class="flex items-start">
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||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-bold">2</span>
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||
</div>
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<div>
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<p class="font-bold"><strong>2025年7月</strong>：小米汽车HAD系统全量推送</p>
|
||
<p class="text-gray-700"><strong>35万台交付目标</strong>兑现将验证端到端大模型能力</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
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||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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||
<span class="text-blue-600 font-bold">3</span>
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||
</div>
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||
<div>
|
||
<p class="font-bold"><strong>2025年Q3</strong>：万卡集群首期投产</p>
|
||
<p class="text-gray-700"><strong>金山云AI收入</strong>环比增速或超<strong>50%</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">长期路径（2025-2027）</h3>
|
||
<div class="space-y-4">
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<div class="flex items-start">
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||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<span class="text-green-600 font-bold">2025</span>
|
||
</div>
|
||
<div>
|
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<p class="text-gray-700">端侧AI设备渗透率从5%→30%，AIoT收入占比提升至<strong>25%</strong>（当前10%）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
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||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<span class="text-green-600 font-bold">2026</span>
|
||
</div>
|
||
<div>
|
||
<p class="text-gray-700">汽车智驾软件订阅收入突破<strong>100亿元</strong>（按35万台×3万元/年测算）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<span class="text-green-600 font-bold">2027</span>
|
||
</div>
|
||
<div>
|
||
<p class="text-gray-700">形成"手机-汽车-家居"统一AI Agent，<strong>MAU达5亿</strong>（当前小爱同学1.1亿）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
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</div>
|
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|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card mb-8 p-6">
|
||
<h2 class="section-title">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">产业链图谱</h3>
|
||
<div class="bg-gray-50 p-6 rounded-lg">
|
||
<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-blue-100 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-server text-blue-600 text-2xl"></i>
|
||
</div>
|
||
<p class="font-bold">上游算力</p>
|
||
<p class="text-sm">GPU集群 → 光模块 → IDC</p>
|
||
</div>
|
||
|
||
<div class="text-2xl text-gray-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-orange-100 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-brain text-orange-600 text-2xl"></i>
|
||
</div>
|
||
<p class="font-bold">中游模型</p>
|
||
<p class="text-sm">小米MiLM/MiMo → 端侧芯片</p>
|
||
</div>
|
||
|
||
<div class="text-2xl text-gray-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-green-100 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-mobile-alt text-green-600 text-2xl"></i>
|
||
</div>
|
||
<p class="font-bold">下游应用</p>
|
||
<p class="text-sm">手机 → 汽车 → AIoT</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>角色</th>
|
||
<th>验证数据</th>
|
||
<th>风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">小米集团</td>
|
||
<td>生态整合者</td>
|
||
<td>2025年AI投入<strong>75亿元</strong></td>
|
||
<td>汽车交付不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">金山云</td>
|
||
<td>算力供应商</td>
|
||
<td>Q3 AI收入<strong>3.6亿元</strong></td>
|
||
<td>万卡集群建设延迟</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">全志科技</td>
|
||
<td>端侧芯片</td>
|
||
<td>小米机器人SoC<strong>独家供应商</strong></td>
|
||
<td>消费电子复苏不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">泰凌微</td>
|
||
<td>低功耗芯片</td>
|
||
<td>小米AIoT芯片<strong>Q1营收增43%</strong></td>
|
||
<td>行业价格战</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="opportunity-card p-4 bg-gray-50 rounded-lg">
|
||
<h4 class="font-bold mb-2 flex items-center">
|
||
<i class="fas fa-check-circle text-green-600 mr-2"></i>验证
|
||
</h4>
|
||
<p>泰凌微Q1净利润<strong>3500万元</strong>扭亏，印证AIoT需求爆发</p>
|
||
</div>
|
||
<div class="risk-card p-4 bg-gray-50 rounded-lg">
|
||
<h4 class="font-bold mb-2 flex items-center">
|
||
<i class="fas fa-times-circle text-red-600 mr-2"></i>证伪
|
||
</h4>
|
||
<p>某路演称"小米空调代工利润率33%"，实际代工利润仅<strong>3-5%</strong>（嘉宾数据矛盾）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card mb-8 p-6">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-bold mb-3 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>技术风险
|
||
</h3>
|
||
<div class="risk-card p-4 bg-gray-50 rounded-lg">
|
||
<p><strong>端侧性能瓶颈</strong>：7B模型在手机端运行功耗<strong>>5W</strong>，可能影响续航体验</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-bold mb-3 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>商业化风险
|
||
</h3>
|
||
<div class="risk-card p-4 bg-gray-50 rounded-lg">
|
||
<p><strong>用户付费意愿</strong>：汽车智驾订阅渗透率需达到<strong>20%</strong>才能盈亏平衡（当前<5%）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-bold mb-3 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>政策与竞争
|
||
</h3>
|
||
<div class="risk-card p-4 bg-gray-50 rounded-lg">
|
||
<p><strong>出口管制</strong>：美国可能限制<strong>H20芯片</strong>对华销售，影响万卡集群建设</p>
|
||
<p class="mt-2"><strong>华为竞争</strong>：盘古3.0已落地30+行业，小米B端场景拓展滞后</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-bold mb-3 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>信息矛盾
|
||
</h3>
|
||
<div class="risk-card p-4 bg-gray-50 rounded-lg">
|
||
<p><strong>GPU数量</strong>：新闻称"万卡集群"，但路演透露实际仅<strong>6500张GPU</strong>，需跟踪后续采购订单</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card mb-8 p-6 gradient-bg text-white">
|
||
<h2 class="section-title text-white">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3 text-white">阶段判断</h3>
|
||
<div class="highlight-box border-white">
|
||
<p class="text-lg">小米大模型处于<strong>"主题投资→基本面验证"过渡期</strong>：MiMo开源验证技术，但商业化需观察汽车智驾订阅和AIoT升级进度</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3 text-white">高价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<h4 class="font-bold mb-2 flex items-center">
|
||
<i class="fas fa-microchip text-yellow-300 mr-2"></i>端侧芯片
|
||
</h4>
|
||
<p>全志科技（机器人SoC）+泰凌微（低功耗MCU），<strong>弹性最大</strong>（估值<30倍PE vs 行业50倍）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<h4 class="font-bold mb-2 flex items-center">
|
||
<i class="fas fa-server text-yellow-300 mr-2"></i>算力基建
|
||
</h4>
|
||
<p>金山云（AI收入占比将超30%），<strong>戴维斯双击</strong>（收入增速+估值修复）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-3 text-white">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-white bg-opacity-30 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold">1</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-bold"><strong>2025年Q2</strong>：小米汽车HAD系统<strong>激活率</strong>（目标>50%）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-white bg-opacity-30 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold">2</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-bold"><strong>2025年Q3</strong>：万卡集群<strong>实际投运GPU数量</strong>（需≥8000张）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-white bg-opacity-30 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold">3</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-bold"><strong>2025年全年</strong>：AIoT设备<strong>NPU渗透率</strong>（当前5%→目标20%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-red-500 bg-opacity-30 rounded-lg">
|
||
<p class="font-bold"><i class="fas fa-exclamation-circle mr-2"></i>风险提示</p>
|
||
<p>若汽车交付<30万台或万卡集群延期6个月以上，逻辑将阶段性证伪</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card p-6">
|
||
<h2 class="section-title">关联股票数据</h2>
|
||
<div class="table-container">
|
||
<table class="table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>业务相关</th>
|
||
<th>资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">金山云</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>小米生态系统核心云服务商，与小米联合研发的边缘推理框架，成功将移动端延迟优化至200ms以内</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">宁波建工</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>子公司中经云主营业务为数据中心机柜出租，主要客户包括金山云</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">亚康股份</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>公司在数据中心服务于金山云等客户</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">平治信息</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>于2025年1月与金山云（庆阳）数据公司签订了《算力综合服务协议》，合同金额1.16亿元</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">立昂技术</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>作为大规模数据中心运营商，为金山云提供数据存储、计算等基础服务</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">大位科技</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>金山云为公司的客户，公司未持有金山云股权</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">浪潮信息</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>服务器核心供应商，受益于小米AI基建扩容</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">中科曙光</td>
|
||
<td><span class="badge-primary">算力相关</span></td>
|
||
<td>深度参与小米AI数据中心建设，提供液冷服务器及算力调度服务</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">拓尔思</td>
|
||
<td><span class="badge-secondary">数据相关</span></td>
|
||
<td>与北京小米已在2024年1月签订了行业资讯数据集服务合同，旨在为小米公司提供高质量的行业数据，以支持其行业大模型的训练与发展</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">海天瑞声</td>
|
||
<td><span class="badge-secondary">数据相关</span></td>
|
||
<td>联合小米开源发音评测数据集和相应基线系统，为小米汽车的语音交互系统提供声学数据标注服务</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">慧博云通</td>
|
||
<td><span class="badge-secondary">数据相关</span></td>
|
||
<td>公司与小米建立了长期稳定的合作关系，可基于较深的场景理解、模型选型、模型训练、应用开发和运维经验，为客户提供企业生成式AI模型的定制服务和一站式人工智能应用研发服务</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">智微智能</td>
|
||
<td><span class="badge-secondary">数据相关</span></td>
|
||
<td>小米AI大模型研发提供硬件支持，覆盖训练与推理场景</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">泰凌微</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>泰凌微电子的芯片已经广泛应用于小米多款产品中，包括但不限于路由器、网关、遥控器、水壶、音箱等</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">全志科技</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>小米仿生四足机器人"铁蛋"产品使用了公司的芯片，小米AIoT核心SoC供应商；双方在AIoT的多个应用领域持续开展广泛合作，产品可以为端侧多种形态的智能终端产品提供算力支持</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">胜宏科技</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>已与小米建立长期稳定的合作关系，小米手机系列PCB主供</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">乐鑫科技</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>公司和小米以及涂鸦合作，为小米生态链的智能硬件提供Wi-Fi MCU芯片</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">菲菱科思</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>于2019年进入小米通讯合格供应商体系，2019年4月与小米通讯签署框架销售合同并开始正式供货，为小米通讯生产路由器及无线产品</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">弘信电子</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>独家为小米铁蛋机器人提供全套电路板解决方案，小米FPC主供</td>
|
||
<td>公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">金山办公</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>协同开发AI办公助手"WPS AI"，集成大模型能力提升文档处理效率</td>
|
||
<td>网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">华胜天成</td>
|
||
<td><span class="badge-primary">端侧</span></td>
|
||
<td>公司直接持有泰凌微9.92%的股权，泰凌微电子的芯片已广泛应用于小米的众多产品</td>
|
||
<td>网络公开资料</td>
|
||
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|
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