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1、2024220243755+27.0%22.3%+2.8165+100.8%22331,273+34.7%1(i)(ii)(iii)(iv)(v)223(i)(ii)(iii)(iv)(v)(vi)(vii)20244AIoT7.86AIoT2+27.2%1,5205AIoT2+24.2%6.583+10.6%1.603+9.7%#3113.8%15616711Canalys202422024331320243+2.4%6Q1 2024Q1 202460.020.2%-0.6%48.716.4%-16.0%40.713.8%33.3%28.69.6%85.8%OPPO25.08.4%-6.3%

2、93.331.5%18.2%296.2100.0%9.8%33.3%15Canalys30.533.241.540.7 40.7 11.3%12.9%14.1%12.8%13.8%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%-10.0 20.0 30.0 40.0 50.0 60.0Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024-1.3%-0.9%+0.5%+1.6%+2.4%72024No.3No.316.5%16.5%No.2No.218.218.2%No.3No.310.610.6%No.2No.220.220.2%No.2No.

3、22020.9%.9%No.3No.315.3%15.3%No.6No.614.0%14.0%No.3No.313.8%13.8%+2.4%+2.0%+1.3%+7.1%+1.5%+4.4%+1.9%+4.5%Canalys85,000-6,00014.4%Q1 2023Q1 202410.1%117.0%17.7%20.3%21.7%202120222023Q1 202413,00094.9%5.2%6.7%6.7%8.4%9.0%20192020202120222023Q1 202412020202120222023202446%22024IoT10TWS170%1Canalys20242

4、202453”IDC Worldwide Quarterly Personal Computing Device Tracker”211202452325875931321601915220172018201920202021202220232024240117,000+25.4%139,000+1202433112AI202413AIAIAIAIAIAIAIAI14AIAIAIAIAIAI&AIx x-Xiaomi HyperMind AIAIx x x x 16Xiaomi SU7 C2.78s800km265km/h673ps838N m33.3m:Xiaomi SU7 MaxXiaom

5、i SU7 21.59Xiaomi SU7 Pro24.59Xiaomi SU7 Max29.99Xiaomi SU7:Xiaomi SU7 Pro :Xiaomi SU7 Max :21.5924.5929.99171,000BEVNOA NOA Xiaomi Pilot Max 581OSCarIoTCarplay1OTA18188,0631202443019418SU7SU7 Max518SU7 Pro76SU720462192024610,000861432024515110,0002024100,000120244100:00202451510:0022202427.0%350 46

6、5 168 204 70 80 Q1 2023Q1 2024595755595674709732755Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024-18.9%-4.0%+0.6%+10.9%IoT+27.0%23%11.2%14.8%Q1 2023Q1 202419.5%22.3%Q1 2023Q1 2024%IoT15.7%19.9%Q1 2023Q1 2024%72.3%74.2%Q1 2023Q1 202480 86 91 102 96 13 16 19 27 25 13.5%12.8%12.9%13.9%12.8%0.0