Yesterday we discussed SoC chips with extremely high integration, typically encompassing CPUs, GPUs, and memory, along with power management and control of external devices. Compared to Rockchip (the top player in various SoC chip fields in China), Amlogic focuses on audio and video, a niche market with a global presence, generating over 90% of its revenue from overseas markets.
Amlogic boasts an impressive client roster, with more than 200 operators and industry giants, including China Mobile, Google, Amazon among them.
Regarding product lines, they have developed five major flagship product series:
1. Smart Set-Top Box Chips (S Series)
Their 8K chips are exceptionally powerful, capturing the entire market share in the 2024 operator bidding, showcasing strong technical capabilities, such as supporting AV1/H.265/VP9 decoding. In 2024, this business is expected to generate 5.8 billion, accounting for 97% of the company’s total revenue, with overseas orders continuously pouring in.
S Series products are packed with highlights:
Powerful Performance: Equipped with 32 bit/64 bit multi-core CPUs and 3D GPUs;
Audio and Video Master: Fully supports 4K 60 frames, 10 bit AV1/H.265/VP9, AVS2 and other mainstream video decoding; compatible with Dolby Vision, HDR10+, HDR10 and HLG all mainstream HDR formats;
Safe and Reliable: Provides production-level security solutions, supporting secure boot, secure operating systems, and mainstream DRM;
IP Treasure: Holds a complete IP reserve including Dolby, DTS;
Wireless Screen Mirroring: Supports DLNA, Miracast and various screen mirroring technologies;
Software Compatibility: Provides a full suite of solutions based on Android TV/AOSP, Linux;
Globally Compatible: Supports global DVB systems.
Moreover, their 8K smart set-top box chip has successfully passed operator bidding certification tests and is about to enter mass production, as consumers’ ongoing pursuit of high-quality entertainment experiences will undoubtedly drive a comprehensive upgrade in the television industry from hardware to software.
2. Smart TV Chips (T Series)
T Series chips not only decode 8K, but also use AI to enhance image quality, deeply integrating with major platforms like Google Android TV, Amazon Fire TV and others. Clients include industry leaders such as TCL, Skyworth, and Hisense. Currently, domestic manufacturers (like TCL which is performing exceptionally well in Europe, surging by 40.1%) are expanding overseas, naturally increasing Amlogic’s market share abroad.
3. AI Audio and Video Chips (A Series)
A Series chips have obtained Google EDLA certification, offering a wide dynamic range while being energy-efficient, applied in smart home and automotive systems with ease. Clients include well-known brands like Xiaomi, Samsung, and Keep.
4. Wi-Fi Chips (W Series)
The W Series exploded in sales in 2024, with shipments exceeding 14 million units. Its tri-mode combination (Wi-Fi 6+BT 5.4+802.15.4) has successfully completed tape-out, with a target of selling over 66.28 million units in 2025. In 2024, it also secured the China Telecom Sichuan Magic Box project, making the market performance in 2025 highly anticipated.
5. Automotive Electronics Chips (V Series)
They have successfully penetrated well-known automotive companies such as BMW, Lincoln, and Volvo, with some products passing stringent automotive regulations. The domestic smart cockpit market is expected to exceed 100 billion by 2025. Amlogic’s chips are deeply integrated with the Android ecosystem, helping domestic new energy vehicle manufacturers accelerate their journey towards intelligence.
In summary (as shown in the above image), China requires a complete upgrade of HD and UHD set-top boxes by the end of 2025. This policy dividend will undoubtedly ignite demand for smart set-top boxes. With the global smart TV penetration rate nearing saturation, new growth points will depend on vibrant emerging markets in the Asia-Pacific and the Middle East and Africa. The company’s market prospects are bright.