For investors and industry watchers, the conversation has now decisively shifted from “if” Xiaomi can make it, to “how big” it can ultimately become. This fundamental change in perception is driven by the company’s strategic execution and its rapid scaling in the highly competitive electric vehicle sector. The record-breaking Xiaomi EV deliveries serve as the strongest evidence to date for this optimistic outlook, demonstrating not only strong consumer demand but also the company’s ability to master complex manufacturing and supply chain logistics. With its established brand ecosystem and aggressive growth plans, Xiaomi is poised to become a major and disruptive force in the global EV market.

A New Milestone: Xiaomi EV Deliveries Reach 30,000 in August

In a significant Weibo post on September 2, 2025, Xiaomi Group founder Lei Jun officially confirmed a major milestone for the company’s automotive division: Xiaomi EV deliveries surpassed 30,000 units in August 2025. This achievement marks the first time the company has reached this production volume, solidifying its transition from an automotive newcomer to a serious mass-market player.

Behind the 30,000 Xiaomi EV Deliveries: A Look at Production and Market Strategy

The figure of 30,000 August deliveries, announced directly by Lei Jun, is far more than a number—it’s a powerful testament to Xiaomi’s operational execution. Hitting this volume indicates that Xiaomi has successfully navigated the complex challenges of large-scale automotive manufacturing, including:

    Robust Supply Chain: Establishing a resilient and efficient parts pipeline, particularly for critical components like batteries and semiconductors.

    Manufacturing Prowess: Its Beijing-based smart factory has overcome initial production bottlenecks, demonstrating it can achieve both scale and quality.

Proven Market Demand: The Xiaomi SU7 series has moved beyond initial hype, with sustained delivery figures proving its design, performance, and value proposition resonate strongly with consumers.

Beyond the Number: The Strategic Narrative in Lei Jun Updates

A deeper look at Lei Jun’s recent social media activity reveals a strategy that extends beyond just selling cars. Concurrent with announcing delivery numbers, his posts highlight efforts to build a comprehensive automotive brand:

    Community Building: Official Ultra Club track day events and owner-organized gatherings are fostering a high-engagement community, mirroring the cult-like followings of established performance brands.

    Performance Pedigree: The showcase of the limited-edition SU7 Ultra at the Chengdu Auto Show and its participation in the China Endurance Championship continuously reinforce its “driver’s car” image.

Ecosystem Integration: Frequent mentions of Xiaomi HyperOS, Apple ecosystem compatibility, and the “Human x Car x Home” smart ecosystem position the car not as a standalone product, but as the central hub in Xiaomi’s intelligent world.

Looking Ahead: Sustainability and the Next Chapter

Reaching 30,000 monthly deliveries brings new questions and expectations:

    Sustainability: Can Xiaomi stabilize and maintain this delivery level beyond the initial launch surge and into a more competitive market phase?

    Product Expansion: Attention now turns to the launch of its next model, widely expected to be an SUV, which is crucial for tapping into a broader consumer base and sustaining growth.

Global Ambitions: As a global technology company, the timeline and strategy for Xiaomi Auto‘s expansion into international markets will be the next major horizon to watch.

Conclusion

The announcement of 30,000 August deliveries by Lei Jun is a definitive answer to doubts about Xiaomi’s manufacturing capabilities and market demand. However, his broader updates illustrate that Xiaomi’s ambition is not merely to deliver cars, but to build a holistic, technology-driven mobility brand. For investors and industry watchers, the conversation has now shifted from “if” Xiaomi can make it, to “how big” it can ultimately become.

Source: Xiaomi EV delivery figures were announced by Lei Jun on his official Weibo account.

Our ‘Lei Jun Updates‘ section will continue to bring you these insights straight from the source.