In the wave of rapid transformation in the global chip industry and the deep penetration of AI technology, Rockchip stands out in the fiercely competitive chip market with its excellent technological innovation capabilities and forward-looking strategic layout, becoming a leader in the field of on-device computing. With the developer conference approaching and the continuous accumulation of growth momentum in Q2 performance, Rockchip is ushering in a new golden period of development.
Focusing on the forefront of on-device computing, the NPU strategic layout is ready to take off.
Rockchip has always regarded on-device computing as its core development direction, continuously increasing investment in the research and development of NPU (Neural Processing Unit), which has now entered a critical stage of productization, with plans to launch a new NPU product in July. This strategic layout precisely aligns with the industry trend of AI technology migrating from the cloud to the edge, and is expected to become the core engine driving the company’s performance leap.
1. Core business steadily expands, with significant results from diversified layout.
Core products such as the 3588 and 3576 have achieved large-scale applications in smart home and smart security fields due to their high integration, low power consumption, and high performance, entering a period of rapid growth. Meanwhile, Rockchip actively embraces emerging markets, focusing on strategic tracks such as automotive electronics and robotics. In the automotive electronics field, its chip products have been applied in key areas such as smart cockpits and in-vehicle infotainment systems; the product line in the robotics field is also continuously enriched and improved, building a diversified business support system for future growth.
2. NPU technology achieves qualitative leaps, seizing the high ground of on-device AI.
In the face of explosive growth in demand for on-device AI computing power, Rockchip is fully committed to advancing NPU technology. The NPU chips currently under research can achieve peak computing power up to ten times that of the existing star product, the 3588. Such powerful computing performance can efficiently support the smooth operation of complex AI applications such as image recognition, voice interaction, and intelligent decision-making on the edge, precisely matching the urgent demand for localized AI processing capabilities in smart terminal devices, giving the company a significant advantage in the on-device AI market competition.
3. Deepening the robotics field, continuously expanding the matrix of leading customers.
With leading chip technology and solutions, Rockchip has deeply integrated into the robotics industry ecosystem, establishing long-term stable partnerships with industry leaders such as Yushutech and UBTECH, with products covering mainstream robot brands in the industry. Moreover, the company continues to increase its market development efforts, actively engaging in in-depth cooperation discussions with more leading customers, and is expected to further enhance its market share in the robotics chip market, while its brand influence will continue to expand.
Q2 fundamentals continue to solidify, with strong momentum for performance growth.
Looking back at Q1, despite facing external pressures from the US-China technology competition and numerous challenges in the global supply chain testing and packaging stages, Rockchip successfully mitigated multiple risks through its deep technical accumulation, flexible supply chain management strategies, and efficient operational systems. The company’s gross margin not only maintained a stable growth trend but also achieved a historical high in net profit after deducting non-recurring items during the traditional off-season, fully demonstrating its strong risk resistance and development resilience.
Currently, as the global supply chain gradually recovers, the market environment continues to improve. Entering the traditional sales peak season in Q2, market demand shows a strong recovery trend. Coupled with the upcoming launch of new NPU products and other new products, it is expected to further stimulate market demand, significantly boost product sales, and Q2 performance is expected to achieve a substantial quarter-on-quarter increase, injecting strong momentum for annual performance growth and laying a solid foundation for the company’s long-term development.
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