3月24日，小米集团发布2022年全年业绩公告，2022年实现总收入人民币2800亿元，经调整净利润人民币85亿元，智能电动汽车等创新业务费用为人民币31亿元，全年研发支出达人民币160亿元，5年研发复合增长率达到38.4%。研发人员占比进一步扩大至占员工总数的近50%。
面对全球宏观环境波动的2022年，小米凭借较强的战略执行定力和运营效率的持续优化，经受住外部多重考验，实现各项业务的稳健发展，同时积极投入技术创新，用科技引领未来发展。
在全球手机大盘需求受到外围因素打压的背景下，2022年小米全球智能手机出货量保持第三，达1.5亿台，智能手机ASP实现连续三年增长。基于庞大而稳定的全球市场规模，小米在产品理念及用户体验上进行全新升级，高端智能手机业务获得突破性发展，成效显著。2022年，小米与徕卡合作推出多款高端机型，收获销量口碑双增长，其中，Xiaomi 13系列一经发布反响热烈，带动小米连续7周在中国大陆地区人民币4000-6000元价位段安卓阵营排名第一，截至2023年1月12日，该系列于京东好评率超99%。
随着高端竞争力不断提升，小米全球智能手机月活跃用户再次迎来历史新高，截至2022年12月，全球MIUI月活用户数同比增长14.4%至5.82亿，延续不断增长态势。
作为智能时代的先行者，小米紧紧围绕用户构建智能场景，形成全球领先的消费级物联网平台，用数字技术创造丰富多彩的生活。截至2022年12月31日，小米AIoT平台连接设备（不包括智能手机、平板及笔记本电脑）数达5.89亿，创历史新高。
受益于商业生态优势及精准的数字化运营管理，小米互联网收入保持健康的增长动力。2022年小米互联网服务收入达人民币283亿元。其中，境外互联网业务收入达人民币68亿元，同比强势提升35.2%，且Q4收入达人民币19亿元，再创新高。广告和游戏业务也突破市场颓势稳步上涨，2022年收入分别达185亿元和41亿元。
技术创新是小米生存和发展的根本，小米坚定技术投入，研发支出连续四年增长，积极布局智能手机、智能汽车、机器人等多个领域，预计5年（2022年-2026年）总研发投入超人民币1000亿元。人才作为科技创新基础，小米主动拥抱人才，并建立完善的人才激励机制，鼓励创新及探索。截至2022年末，小米研发人员占比近一半，并连续四年举办百万美金技术大奖。
高端升级激发增长活力全球智能手机ASP连续三年增长
2022年以来，全球经济下行幅度大于预期，持续削弱市场消费力，据IMF预计，全球经济增长将从2021年的6.2%放缓至2022年的3.4%。全球智能手机市场也延续下滑态势，Canalys数据显示，2022年全球智能手机出货量同比下跌11.7%，达9年来最低。
小米凭借全球市场的本地化运营优势及良好的营销架构体系，摆脱单一市场波动带来的风险，保证业务的长期高竞争力。根据Canalys数据，按智能手机出货量计，2022年，小米在全球54个国家和地区排名前三，在全球69个国家和地区排名前五，全年智能手机业务收入为人民币1672亿元。
2022年，小米在高端智能手机方面取得里程碑式发展。2022年7月，小米推出首款同时搭载澎湃G1、澎湃P1两颗自研芯片的Xiaomi 12S Ultra，实现一英寸大底和徕卡影像审美的完美结合，为无数影像爱好者提供全新的移动影像体验。2022年8月，小米推出新一代折叠屏旗舰Xiaomi MIX Fold 2，重新定义折叠屏极致轻薄体验，实现多项技术突破，引领折叠屏手机新的技术方向和产品体验。两款高端机型在生命周期内坚定执行高端稳价策略，保障高端用户体验的同时也保证了高端手机毛利率水平，为小米高端进阶奠定坚实基础。
作为高端探索三年的答卷之作，小米携手徕卡打造Xiaomi 13系列，升级高端影像体验，搭配全新MIUI14系统，流畅体验提升60%。Xiaomi 13系列一经发布连续7周霸榜中国大陆市场安卓阵营智能手机出货量人民币4000-6000元价位段第一。2023年3月，小米13系列国际版发售，备受海外市场关注。
据第三方数据显示，2022年Q4，中国大陆市场小米智能手机销量在人民币3000-4000元价位段排名第一，在人民币4000-5000元价位段排名第二。
高端化的持续夯实，拉动小米智能手机ASP突破新高，2022年智能手机ASP达1111元，其中 Q4小米中国大陆地区智能手机ASP同比增长超14%。
随着经济不断复苏，小米线下零售业务逐步回暖，通过零售策略的灵活调整，小米之家实现高端产品用户体验的更深层次触达，激发小米增长活力。截至2023年2月28日，线下渠道已累计为Xiaomi 13系列贡献55%的销量，渠道运营效率明显提升。
在Xiaomi品牌向上冲击高端的同时，Redmi品牌持续巩固大众市场，带动小米智能手机业务整体健康发展。2022年，推出品牌首部无线充电机型Redmi K60系列，全系搭载高通旗舰处理器，首销5分钟销量超30万台。据Canalys数据，Redmi Note 11也成为唯一上榜2022年全球智能手机出货量TOP 10的国产手机。
以科技力引领行业变革带动AIoT智能场景想象力
财报显示，2022年小米IoT与生活消费产品收入达人民币798亿元，其中Q4收入为人民币214亿元，实现12.5%的环比增长。截至2022年12月31日，小米AIoT平台已连接设备（不包括智能手机、平板及笔记本电脑）数同比增长35.8%至5.89亿；拥有5件及以上连接至AIoT平台的设备（不包括智能手机、平板及笔记本电脑）用户数同比增长32.5%至1160万。2022年12月，小爱同学和米家APP月活用户数分别实现同比7.1%和18.6%的增长，达1.15亿和7580万。
基于为用户持续创造价值的坚守，促进智能时代中场景的多元融合，小米加速拓展智能化空间。2022年小米智能电视全球出货量达1240万台，智能大家电产品全年收入同比增长超40%，其中空调出货量同比增长超50%，冰箱出货量同比增长近100%，洗衣机产品则在2022年Q4出货量环比增长超39%。
而在办公、家庭娱乐等领域，小米平板全年出货量同比增长超160%，Q4中国大陆地区出货量更是创下单季新高。据Canalys数据，2022年小米平板在中国大陆地区市占率排名提升至第三，领先优势持续释放。
除为用户提供高质量产品之外，小米还重视技术革新及成果转化，用想象力开拓行业边界。2023年2月，小米推出Xiaomi Book 12.4二合一，凭借全面功能、简约外型与触控笔配置，荣获2022年红点产品设计大奖。米家空调在2022年也获得9项行业技术大奖，3个德国红点设计奖和1个美国IDEA设计奖。
小米推出全新升级MIUI14系统，AIoT产品发现速度提升50%，传输速度提升77%，互联互通体验优化升级。同时小米发布Xiaomi Watch S2智能手表和Xiaomi Buds 4半入耳式降噪耳机，进一步强化品类间的协同融合。根据Canalys数据，2022年，小米在中国大陆地区可穿戴腕带设备和TWS耳机出货量排名中均位列第二。
渠道布局与产品结构之间的协同得到进一步深化， 2022年小米线下渠道AIoT产品GMV同比提升超27%，保持良好增长趋势。
商业化经营效率不断提升境外互联网收入再创新高
2022年小米互联网业务延续不俗的市场表现，全年收入达人民币283亿元，同时全球及中国大陆市场MIUI月活用户数再获突破性增长。2022年12月，全球MIUI月活用户数同比增长14.4%，达5.82亿，中国大陆MIUI月活用户数同比增长10.7%，达1.44亿。2022年新增用户数量也持续扩张，全球及中国大陆地区净新增MIUI月活用户数分别为7330万和1380万。
通过与全球合作伙伴共建优质互联网服务生态，小米境外互联网业务保持迅猛增长，全年收入达人民币68亿元，同比增长35.2%。其中Q4小米境外互联网服务收入同比增长19.4%，达人民币19亿元，再创历史新高，并且占整体互联网服务收入比例同步提升至26.1%。
面对行业的整体低迷，小米在全球广告和游戏收入依然实现了持续健康发展。其中，广告业务全年收入达人民币185亿元，Q4广告业务收入为人民币47亿元。在高端战略和高效运营的双重加持下，游戏业务也逆势上涨，实现人民币41亿元，同比增长4.4%，Q4小米游戏业务收入达人民币10亿元，并且已连续6个季度同比提升。
小米始终以用户需求为核心，为用户提供多样化的产品和服务。2022年，小米中国大陆地区电视增值服务收入同比增长超25%。在运营管理的持续优化下，2022年12月，智能电视全球月活跃用户数超5800万，电视互联网付费用户规模增至600万。
加大技术创新投入提质增效聚焦长期发展
技术创新作为小米发展的关键，始终是小米的重心。2022年，小米持续投入技术研发，研发支出为人民币160亿元，五年复合增长率为38.4%，并预计五年（2022年-2026年）总研发达到超人民币1000亿元。截至2022年12月，研发人员在员工总数中占比提升至近50%。
受益于此，小米创新技术成果丰硕，展现科技硬实力。2022年，在仿生机器人领域，小米首款全尺寸人形仿生机器人CyberOne正式亮相；在电池技术领域，小米发布全新自研澎湃G1芯片，同时公布预研固态电池技术，改善充电体验，提升电池性能；在影像领域，小米携手徕卡，深度联合研发，启动影像战略升级；在新型显示领域，小米推出无线AR眼镜探索版,自研微手势交互,体验顺滑，应用流畅。
在智能电动汽车方面，小米充分发挥创新优势，开拓新增长空间。2022年，智能电动汽车等创新业务费用投入为人民币31亿元，汽车业务团队规模约为2300人，小米汽车继续保持2024年上半年量产目标。
小米科技实力也获得国际市场认可，2022年10月，小米入选波士顿咨询（BCG）评选的“2022年全球最具创新力公司50强”名单，再次印证小米对技术立业的切实践行。
2023年，稳经济政策逐步落实，市场经济全面复苏，消费场景修复加快。小米瞄准更高水平发展，启动“规模与利润并重”的新经营战略，同时成立集团经营管理委员会和集团人力资源委员会，在战略结构、运营管理、资源配置等方面同步协调优化，聚焦提质增效，推动专业化的长期经营治理体系建设。未来宏观环境带来的逆风因素逐步缓解，消费需求和科技创新活力持续释放。随着小米推动创新业务落地，持续科技攻关和经营治理模式改善，公司有望加速步入新一轮向上发展周期。
Xiaomi achieves 280 billion yuan revenue in 2022，progress in steadyly
On March 24, 2023, Xiaomi Group announced its 2022 annual results, achieving total revenue of RMB 280 billion, adjusted net profit of RMB 8.5 billion, expenses of RMB 3.1 billion for innovative businesses such as smart electric vehicles, and annual R&D expenditures of RMB 16 billion, with a 5-year R&D compound growth rate of 38.4% in 2022. The proportion of R&D staff further expanded to nearly 50% of the total number of employees.
In the face of a volatile global macro environment in 2022, Xiaomi, with strong strategic execution determination and continuous optimization of operational efficiency, withstood multiple external tests and achieved sound development of all businesses, while actively investing in technological innovation and leading future development with technology.
Against the backdrop of global cell phone demand being suppressed by peripheral factors, Xiaomi’s global smartphone shipments remain third at 150 million units in 2022, with smartphone ASPs achieving three consecutive years of growth. Based on the huge and stable global market scale, Xiaomi has made new upgrades in product concept and user experience, and the high-end smartphone business has gained breakthrough development with remarkable results. 2022, Xiaomi cooperated with Leica to launch a number of high-end models, reaping double growth in sales and word-of-mouth, among which, the Xiaomi 13 series was warmly received upon its release, driving Xiaomi to achieve 7 consecutive weeks China in the RMB As of January 12, 2023, the series has received over 99% positive reviews in Jingdong.
As high-end competitiveness continues to improve, Xiaomi’s global monthly active smartphone users are once again at an all-time high. As of December 2022, the number of global MIUI monthly active users increased by 14.4% year-on-year to 582 million, continuing the continuous growth trend.
As a pioneer in the smart era, Xiaomi has built smart scenarios closely around users, formed the world’s leading consumer-grade IoT platform, and created a rich and colorful life with digital technology. As of December 31, 2022, the number of connected devices (excluding smartphones, tablets and laptops) on Xiaomi’s AIoT platform reached a record high of 589 million.
Benefiting from the strength of the business ecosystem and accurate digital operation management, Xiaomi’s Internet revenue maintained a healthy growth momentum. 2022 Xiaomi Internet service revenue reached RMB 28.3 billion. Among them, revenue from overseas Internet business reached RMB 6.8 billion, a strong 35.2% year-on-year improvement, and Q4 revenue reached RMB 1.9 billion, another record high. The advertising and gaming business also broke through the market declines and rose steadily, with revenues reaching RMB 18.5 billion and RMB 4.1 billion respectively in 2022.
Technology innovation is fundamental to Xiaomi’s survival and development. Xiaomi is firmly committed to technology investment, with R&D spending growing for four consecutive years and actively laying out multiple fields such as smartphones, smart cars and robotics, with total R&D investment expected to exceed RMB 100 billion over five years (2022-2026). With talent as the foundation of technological innovation, Xiaomi actively embraces talent and establishes a comprehensive talent incentive mechanism to encourage innovation and exploration. By the end of 2022, Xiaomi will have nearly half of its R&D staff, and will hold the Million Dollar Technology Award for four consecutive years.
High-end upgrade to stimulate growth dynamics. Global smartphone ASP grows for third consecutive year
Since 2022, the global economy has experienced a larger-than-expected downswing, continuing to weaken market spending power, with global economic growth expected to slow from 6.2% in 2021 to 3.4% in 2022, according to the IMF. The global smartphone market has also continued its decline, with Canalys data showing that global smartphone shipments fell 11.7% year-on-year in 2022, reaching a nine-year low.
Xiaomi, with the advantages of localized operations in global markets and a good marketing structure system, is free from the risks associated with fluctuations in a single market to ensure the long-term high competitiveness of its business. According to Canalys data, in 2022, Xiaomi ranked in the top three in 54 countries and regions worldwide and in the top five in 69 countries and regions worldwide in terms of smartphone shipments, with annual smartphone business revenue of RMB 167.2 billion.
In 2022, Xiaomi achieved milestones in high-end smartphones. in July 2022, Xiaomi launched the first Xiaomi 12S Ultra equipped with both the Surge G1 and Surge P1 self-developed chips, achieving the perfect combination of a one-inch outsole and Leica imaging aesthetics, providing a new mobile imaging experience for countless imaging enthusiasts. in August 2022, Xiaomi launched a new generation of Folding screen flagship Xiaomi MIX Fold 2, redefining the ultimate thin and light experience of folding screen, achieving a number of technical breakthroughs and leading the new technical direction and product experience of folding screen cell phones. Two high-end models in the life cycle of the firm implementation of high-end stable price strategy, to ensure high-end user experience at the same time to ensure the level of high-end cell phone gross margin, for Xiaomi high-end progression to lay a solid foundation.
As the answer work of high-end exploration for three years, Xiaomi joins hands with Leica to create Xiaomi 13 series, upgrading high-end image experience, with the new MIUI14 system, the smooth experience is improved by 60%. once released, Xiaomi 13 series dominated the Android camp smartphone shipments in China market for 7 consecutive weeks RMB 4000-6000 price segment No. 1. in March 2023, the Xiaomi 13 series international version on sale, much attention in overseas markets.
According to third-party data, in Q4 2022, Xiaomi ranked first in the price range of RMB 3,000-4,000 and second in the price range of RMB 4,000-5,000 in the Chinese mainland market.
The continued tamping of high-end has pulled Xiaomi’s smartphone ASP to break through to new highs, with smartphone ASP reaching RMB 1,111 in 2022, with Q4 Xiaomi’s smartphone ASP in China growing by over 14% year-on-year.
As the economy continues to recover, Xiaomi’s offline retail business is gradually picking up. Through flexible adjustments in retail strategy, Xiaomi Home achieves deeper reach of user experience for high-end products and stimulates Xiaomi’s growth dynamics. As of February 28, 2023, the offline channel has cumulatively contributed 55% of sales for the Xiaomi 13 series, with significant improvement in channel operational efficiency.
While the Xiaomi brand is pushing up the high-end, the Redmi brand continues to consolidate the mass market and drive the overall healthy development of Xiaomi’s smartphone business. 2022 saw the launch of the brand’s first wireless charging model, the Redmi K60 series, which is fully equipped with Qualcomm’s flagship processor and sold over 300,000 units in the first five minutes of sales. According to Canalys data, Redmi Note 11 also became the only domestic phone to make the list of Top 10 global smartphone shipments in 2022.
Leading industry change with technology power, Offshore Internet revenue reaches new high
The financial results show that Xiaomi IoT and consumer lifestyle products revenue reached RMB 79.8 billion in 2022, including RMB 21.4 billion in Q4, achieving a 12.5% YoY growth. As of December 31, 2022, the number of connected devices (excluding smartphones, tablets and laptops) on Xiaomi’s AIoT platform grew 35.8% YoY to 589 million; the number of users with 5 or more devices (excluding smartphones, tablets and laptops) connected to the AIoT platform grew 32.5% YoY to 11.6 million.In December 2022, Xiaomi Classmates and Mi Home App achieved 7.1% and 18.6% year-on-year growth in monthly active users to 115 million and 75.8 million, respectively.
Based on the persistence of creating value for users and promoting the diversified integration of scenarios in the smart era, Xiaomi accelerated the expansion of intelligent space. 2022 Xiaomi shipped 12.4 million smart TVs globally, and the annual revenue of smart large home appliance products grew over 40% year-on-year, including air conditioner shipments grew over 50% year-on-year, refrigerator shipments grew nearly 100% year-on-year, while washing machine products in 2022 Q4 shipments grew by more than 39% YoY.
And in the office, home entertainment and other areas, Xiaomi tablet shipments for the year grew more than 160% year-on-year, Q4 shipments in China is a single quarter record high. According to Canalys data, Xiaomi tablet in China in 2022 to rank third in market share, the leading edge continues to release.
In February 2023, Xiaomi launched Xiaomi Book 12.4 2-in-1, which won the 2022 Red Dot Product Design Award for its comprehensive functionality, minimalist appearance and stylus configuration. Mi Home Air Conditioner also won 9 industry technology awards, 3 German Red Dot Design Awards and 1 US IDEA Design Award in 2022.
Xiaomi launched the new upgraded MIUI14 system, with a 50% increase in AIoT product discovery speed, 77% increase in transmission speed, and optimized and upgraded interconnection experience. Xiaomi also released Xiaomi Watch S2 smartwatch and Xiaomi Buds 4 semi-in-ear noise cancelling headphones to further strengthen the synergistic integration between categories. According to Canalys data, in 2022, Xiaomi ranked second in both wearable wristband devices and TWS headphones shipments in China.
The synergy between channel layout and product structure was further deepened, and Xiaomi’s offline channel GMV of AIoT products improved by over 27% year-on-year in 2022, maintaining a good growth trend.
Commercial operation efficiency continues to improve Overseas Internet revenue reached another record high
Xiaomi’s Internet business continued its impressive market performance in 2022, with annual revenue reaching RMB 28.3 billion and another breakthrough growth in the number of MIUI monthly active users in both the global and China markets. The number of new users also continued to expand in 2022, with net new MIUI monthly users of 73.3 million and 13.8 million globally and in China, respectively.
By building a quality Internet service ecosystem with global partners, Xiaomi’s overseas Internet business maintained rapid growth, with full-year revenue reaching RMB 6.8 billion, up 35.2% year-on-year. In Q4, Xiaomi’s overseas Internet service revenue increased by 19.4% year-on-year to RMB1.9 billion, a record high, and the proportion of the overall Internet service revenue increased to 26.1% at the same time.
In the face of the overall industry downturn, Xiaomi’s global advertising and gaming revenue still achieved sustained healthy development. Among them, the annual revenue of advertising business reached RMB 18.5 billion, and the revenue of advertising business in Q4 was RMB 4.7 billion. With the support of high-end strategy and efficient operation, the game business also rose against the trend, achieving RMB 4.1 billion, up 4.4% year-on-year. Q4 revenue of Xiaomi’s game business reached RMB 1 billion, and has improved year-on-year for six consecutive quarters.
Xiaomi always focuses on user needs and provides diversified products and services to users. 2022, Xiaomi’s TV value-added service revenue in China grew over 25% year-on-year. Under the continuous optimization of operation management, the number of smart TV global monthly active users exceeded 58 million in December 2022, and the scale of TV Internet paid users increased to 6 million.
Increase investment in technological innovation Improve quality and efficiency to focus on long-term development
As the key to Xiaomi’s development, technological innovation has always been the focus of Xiaomi. 2022, Xiaomi continues to invest in technology R&D, with R&D expenditure of RMB 16 billion, a five-year CAGR of 38.4%, and expects total R&D to reach over RMB 100 billion in five years (2022-2026). As of December 2022, the proportion of R&D staff in the total number of employees increased to nearly 50%.
Benefiting from this, Xiaomi’s innovative technologies are fruitful and show the hard power of science and technology. 2022, in the field of bionic robot, Xiaomi’s first full-size humanoid bionic robot CyberOne was officially unveiled; in the field of battery technology, Xiaomi released a new self-research Surge G1 chip, while announcing pre-research solid-state battery technology to improve charging experience and enhance battery performance; in the field of imaging, Xiaomi joined hands with Leica to In the field of imaging, Xiaomi teamed up with Leica to launch in-depth joint research and development and upgrade the imaging strategy; in the field of new display, Xiaomi launched a wireless AR glasses exploration version, self-researched micro gesture interaction, smooth experience and smooth application.
In the intelligent electric car, Xiaomi give full play to its innovative advantages to open up new growth space. 2022, intelligent electric cars and other innovative business expenses invested in RMB 3.1 billion, the size of the automotive business team of about 2,300 people, Xiaomi car continue to maintain the first half of 2024 mass production target.
Xiaomi’s technological strength has also been recognized by the international market. In October 2022, Xiaomi was selected as one of the “Top 50 Most Innovative Companies in the World in 2022” by the Boston Consulting Group (BCG), once again confirming Xiaomi’s practical practice of technology-based business.
In 2023, the stable economic policy will be gradually implemented, the market economy will fully recover, and the restoration of the consumer scene will be accelerated. Xiaomi is aiming for a higher level of development and has launched a new business strategy of “placing equal emphasis on scale and profit”, while establishing a Group Management Committee and a Group Human Resources Committee to synchronize and optimize the strategic structure, operational management and resource allocation, focus on improving quality and efficiency, and promote the construction of a professional long-term business governance system. The headwind factors brought by the macro environment will gradually ease in the future, and consumer demand and the vitality of science and technology innovation will continue to be released. As Xiaomi promotes the implementation of innovative businesses, continued scientific and technological research and improvement of operational governance model, the company is expected to accelerate into a new round of upward development cycle.
