Xiaomi 2026: From phones to EVs—can it copy the Apple playbook?
- admin
- January 23, 2026
- Tech & Innovation
- 0 Comments
Key highlights
- Xiaomi’s EV push is real and measurable: disclosed deliveries and ramp metrics exist.
- The “Apple playbook” is ecosystem lock-in + premium trust + services profit.
- EVs raise the stakes: safety, reliability, and manufacturing quality become brand-defining.
- Xiaomi’s advantage is its device ecosystem and IoT reach.
- The hard part is margin durability, not product launch hype.
Is Xiaomi actually delivering EVs at scale?
Yes — Xiaomi’s official results disclosures report cumulative SU7 deliveries as of end-2024 and show EV as a strategic growth pillar. HKEXnews+1
The company also documents production ramping and targets in its interim reporting. HKEXnews
What does “Apple playbook” mean here?
It’s not “make a nice product.” It’s:
- build an ecosystem that makes switching painful,
- grow services revenue,
- and maintain premium pricing power.
Xiaomi already has an ecosystem footprint (phones + AIoT). EVs could become the “largest device” in that ecosystem — but only if quality and trust hold.
Small question people search: “Can an electronics brand build safe cars?”
Yes, but it requires a manufacturing discipline that consumer electronics doesn’t fully teach: multi-year reliability, supply chain traceability, and safety-critical engineering. In EVs, one major recall can erase years of brand work.
What to watch in 2026
- EV gross margin trend and whether it stabilizes (not just deliveries).
- Service ecosystem attach rate (insurance, software features, connectivity).
- Expansion beyond the first model cycle — the second and third launches decide if this is a business or a headline.
