(Opinion sharing, please refer to cautiously, not for investment decision advice)
The Rockchip Developer Conference is scheduled for July 17-18, and it is expected to release multiple high-end new chips, with Q2 performance likely to remain impressive. After several months of consolidation since the tariff impact in early April, the upcoming performance and developer conference are catalysts worth paying attention to at low positions.
Forward-looking positioning in edge computing power!
The company continues to advance NPU research and productization, which is expected to be announced at the developer conference!
1⃣ Main business: Major products like 3588/3576 are entering a period of volume production, focusing on developing automotive electronics, robotics, and other product lines;
2⃣ NPU: The demand for edge AI computing power is growing, and the company continues to promote NPU research and productization! Currently, the NPU chips under development can achieve computing power up to ten times that of the 3588, ready for the explosion of edge AI!
3⃣ Robotics: Basically covers mainstream robot brands in the industry, with leading companies like Yushu Technology and UBTECH, and is in contact with incremental top customers.
4⃣ Flagship 3688: Expected to be released in July, with CPU/GPU/NPU parameters positioned in the domestic first tier, and the 4nm process is expected to open up the ceiling for the company’s high-end products!
Strong support for Q2 fundamentals
In Q1, affected by the US-China confrontation and supply chain testing obstacles, the company overcame challenges, and the gross margin increased as expected, achieving impressive results, with non-recurring profits hitting a historical high in the off-season. Currently, supply chain risks have been alleviated, and starting from Q2, seasonal demand is expected to increase, combined with new product releases, which is worth paying close attention to.