Xiaomi SU7 Supply Chain Adjustment: Camera Module Supplier Replaced to Sunny Optics
Recently, Xiaomi's automobile supply chain adjustment has attracted industry attention. According to multiple sources, Xiaomi SU7's camera module supplier has changed from the original Ofilm to Sunny Optics. This adjustment may be related to factors such as supply chain stability and technical adaptability, marking the further optimization of Xiaomi Automobile's core components layout.
1. Event background: supply chain dynamics and industry reactions
As Xiaomi's first mass-produced model, its supply chain changes have attracted much attention. This camera module supplier adjustment involves key components of intelligent driving and on-board imaging systems. As a world-leading optical company, Sunny Optics' technical strength and mass production capabilities have become the core reasons for Xiaomi's choice.
Here are the hot topic data related to events in the past 10 days:
| Topic keywords | Search popularity index | Main discussion platform |
|---|---|---|
| Xiaomi SU7 Supply Chain | 1,250,000 | Weibo, car emperor |
| Sunny Optical Car Camera | 980,000 | Zhihu, Tiger Pump |
| Ofilm cooperates with Xiaomi | 760,000 | Financial media |
2. Technical comparison: Core parameters of new and old suppliers
According to public information, Sunny Optics and Ofilm each have their own advantages in the field of automotive cameras. The following is a comparison of key technical indicators of the two companies:
| parameter | Sunny Optics | Ofilm |
|---|---|---|
| Resolution support | Up to 8K | Up to 4K |
| Low light performance | F1.4 large aperture | F1.6 aperture |
| Mass production yield | ≥98% | ≥95% |
| Delivery cycle | 4 weeks | 6 weeks |
3. Industry impact: Changes in supply chain structure
This adjustment may trigger a chain reaction:
1.Secondary market fluctuations: Sunny Optical's stock price rose 7.2% in the three days after the announcement, while Ofilm fell 3.5% during the same period.
2.Improve technical standards: Industry analysts pointed out that 8K cameras may become the new standard for smart cars.
3.Supply chain diversification: Car companies are more inclined to establish cooperative relationships with many leading suppliers.
4. User concerns: The impact on Xiaomi SU7
Xiaomi Auto officially responded to three issues that consumers are most concerned about:
| question | Official Reply |
|---|---|
| Delivery is delayed | Delivery as planned in 2024Q2 |
| Functional configuration changes | Intelligent driving system performance is improved by 15% |
| Whether the price is adjusted | Maintain pre-sale price range |
5. Future Outlook: Smart Car Supply Chain Trends
This incident reflects three deep trends in the smart car industry:
1.Technology iteration accelerates: The upgrade cycle of core components has been shortened to 12-18 months.
2.The supplier threshold is raised: The automotive standard is 2 orders of magnitude higher than consumer electronics.
3.Vertical integration deepening: The proportion of self-developed by leading automakers continues to expand, which may reach 40% in 2025.
As Xiaomi SU7 mass production enters the countdown, the effect of supply chain adjustment will be verified in the actual product performance. The addition of Sunny Smart Drive solution may help Xiaomi achieve differentiated breakthroughs in the intelligent driving track.
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