Xiaomi's home appliance division had a remarkable 2025, and the air conditioner numbers are the headline.
Eight point five million units shipped. Twenty-four percent year-on-year growth. A sixteen percent share of China's online market. For a company that started selling phones, those are serious appliance industry numbers.
The broader smart home division grew 23.1% overall — refrigerators and washing machines both hit historical highs too, but AC is clearly the star.
Key Points
- Xiaomi shipped 8.5 million air conditioners in 2025, up 24% year-on-year — a new historical high for the category
- Refrigerator shipments hit 2.8 million units (+4%) and washing machines exceeded 2.3 million units (+18%)
- Q2 2025 alone saw 5.4 million AC units shipped — a 60% year-on-year jump securing 16% of China's online market
- HyperOS Connect and Mijia ecosystem integration, millimeter-wave radar, and a 10-year warranty differentiate premium models
- International expansion underway across Spain, Germany, France, and Italy — India entry planned later this year
How Xiaomi Actually Competes in AC
Price alone doesn't explain 8.5 million units. Established AC brands have been competing on price for decades. Xiaomi's real differentiator is the ecosystem layer on top of the hardware. HyperOS Connect integration means the AC talks to your phone, your XiaoAI voice assistant, your temperature and humidity sensors — it fits into a broader smart home automation loop that standalone AC units simply can't replicate.
The millimeter-wave radar feature on premium models is genuinely interesting. Detecting human presence and automatically adjusting airflow direction isn't a gimmick — it's the kind of practical comfort feature that makes daily life slightly better in ways you notice quickly.
The 10-Year Warranty Is a Market Signal
Extending the Mijia AC warranty to 10 years — covering labor, parts, repairs, and refrigerant refills — is a bold commitment for a product category where competitors offer two to five years. It signals confidence in the hardware quality and removes a key hesitation point for buyers spending serious money on a central or multi-split system.
It also locks customers into the Mijia ecosystem for a decade. Smart move either way.
Wuhan Factory and Global Ambitions
The new Wuhan Smart Home Appliance Factory — with 7 million units of annual capacity — explains how Q2 alone hit 5.4 million shipments. That production ramp was clearly planned well ahead of the demand curve.
Europe is already live across four major markets. India is next. Xiaomi is treating home appliances as a genuine global business now, not a domestic-first afterthought.