Xiaomi Bridges HyperOS 4 to Apple Devices While SkyNomad Orders Top 70,000

Xiaomi's HyperOS 4 adds Apple device integration from October 15, while SkyNomad draws 70,000 orders and HSBC flags a 10% smartphone revenue drop.

Xiaomi is tearing down one of the walls that has long separated its ecosystem from Apple's. The Chinese technology group announced that its HyperOS 4 operating system will offer deeper integration with Apple devices, a move designed to smooth data transfer between the two platforms and lower the barriers that keep users locked into a single brand.

The expanded software package enables direct exchange of photos, files, contacts and web links across Xiaomi and Apple hardware. Cloud photo albums will be accessible from either side, and notifications from both systems can be synchronized. A broader rollout of the update is scheduled to begin on October 15.

The timing is notable. By opening interfaces to Apple's devices, Xiaomi is courting tech-savvy customers who already juggle products from both brands — a strategic play in a mobile operating system market where switching costs often decide who stays and who leaves.

SkyNomad Draws 70,000 Firm Orders in First Month

On the automotive front, Xiaomi's electric vehicle unit is pulling in demand at a rapid clip. Xiaomi Auto reported Thursday that its SkyNomad line surpassed 70,000 binding orders within the first 30 days of its market launch. The tally covers the N70 and N90 variants within the SkyNomad series.

The figure builds on momentum the company had already flagged. On October 1, Xiaomi Auto disclosed that total vehicle deliveries for September exceeded 40,000 units. The new model played an immediate role in that ramp-up: according to founder and CEO Lei Jun, more than 10,000 September units came from the SkyNomad line, which was completing its first full sales month. The division did not provide an exact total or a detailed breakdown by other models in that monthly update.

HSBC Flags Smartphone Headwinds

Investors, however, are not rushing to celebrate. The smartphone business remains a central pillar of the group, and its outlook is weighing on sentiment. HSBC Global Research initiated coverage of the stock on October 1 with a buy rating and a price target of HK$33.20.

The bank also laid out specific drags on the operating side. For full-year 2026, HSBC expects smartphone revenue to decline 10 percent. Unit shipments are projected to fall even harder, with the analysts forecasting a 27 percent drop. While average selling prices are seen rising 24 percent over the same period, that gain does not fully offset the volume decline.

Market Response Stays Muted

The operational wins have yet to translate into a sustained turnaround in the share price. In today's trading, the stock slipped 1.4 percent to EUR 2.69. Since the start of the year, the decline now stands at 38 percent.

Beyond smartphones and software, Xiaomi continues to build out additional business lines. Earlier this month, the company announced the issuance of 107,800 new shares under an employee participation program at an issue price of HK$2.70 per share.

Whether the bridge to iOS users, set to widen from mid-October, can inject fresh momentum into the smartphone segment is a question the coming weeks will answer. For now, the contrast is stark: record order books on the car side, persistent pressure on the handset side, and a stock that has yet to find its footing.