1. Basic Information

Rockchip was established in 2001 and is headquartered in Fuzhou, with subsidiaries in Shenzhen, Shanghai, Beijing, Hangzhou, and Hong Kong, creating a broad business network. On February 7, 2020, Rockchip successfully went public on the Shanghai Stock Exchange, with stock code 603893, marking its entry into the capital market. The company focuses on integrated circuit design and R&D, and is a leading enterprise in the field of Internet of Things (IoT) and Artificial Intelligence of Things (AIoT) processor chips. For many years, it has adhered to a market-oriented approach with technology innovation at its core, continuously providing professional solutions to customers.

2. Technical Strength

1. Advantages of the R&D TeamOver 77% of the personnel are dedicated to R&D, highlighting the company’s emphasis on research and development. Team members specialize in system-on-chip (SoC), analog circuit chip design, and algorithm research. They have accumulated extensive experience and technical reserves in processor and mixed-signal chip design, multimedia processing, image algorithms, and system software development, providing intellectual support for the company’s continuous innovation.2. Excellence in Chip DesignThe core product, the intelligent application processor chip (SoC), belongs to the category of system-level ultra-large-scale digital integrated circuits, which are highly complex to design. SoC chips integrate CPU, GPU, and, based on application scenario requirements, incorporate processing cores such as ISP, NPU, and multimedia codecs. For example, the RK3588 and RK3568 series of AI application processors are equipped with self-developed NPU, with computing power ranging from 0.2TOPs to 6TOPs, meeting the computing power needs of various markets from low to high.3. Advanced Process Technology and High PerformanceUtilizing advanced process technologies, such as 8nm process chips, achieves a balance between high performance and low power consumption. They possess strong computing capabilities, a rich array of display interfaces, and high-efficiency GPU processors that support multi-screen display functions; the image processing capability is exceptional, with a 48MP ISP supporting multiple camera inputs; they also feature a variety of high-speed interfaces for easy device expansion.

3. Industry Position

1. Leading Position in China

As a leading enterprise in the AIoT SoC chip design field in China, Rockchip plays a significant role in the AIoT market. Its products are widely used domestically and have gained recognition in international markets. The customer base includes international tech giants such as Intel, Google, Microsoft, and Samsung, as well as leading domestic companies like Huawei, Tencent, Alibaba, and Xiaomi, establishing a global customer layout.2. Far-reaching Industry InfluenceIn the smart chip field, Rockchip has established a foothold in the capital, technology, and talent-intensive high-tech industry through continuous technological innovation and a diverse range of products. It is actively expanding into emerging fields such as automotive electronics, robotics, and machine vision, demonstrating a precise grasp of industry trends and strong technical capabilities.

4. Competitors

1. Huawei HiSiliconWith a very broad product line covering servers and smart terminal chips, Huawei HiSilicon competes with Rockchip in many business areas. Its strong R&D capabilities and deep technical accumulation give it a significant advantage in market competition.2. QualcommA major player in the global chip market, particularly strong in the smartphone chip sector. Its leading technology and excellent product performance make it one of Rockchip’s main competitors in the domestic market.3. Allwinner TechnologyCompetes with Rockchip in the smart terminal application processor chip market. Both companies have deep technical reserves in digital audio and video processing chips, leading to direct competition in certain application scenarios.4. AmlogicHas a strong advantage in the smart set-top box chip and smart TV chip markets. Amlogic products, known for their excellent video processing capabilities and good system compatibility, compete fiercely with Rockchip in related chip fields.5. BroadcomExcels in wireless RF chip design and has a wide layout in IoT and chip fields. Broadcom’s advanced technology and high market share create competitive relationships with Rockchip in multiple areas.

5. Product Types

1. Intelligent Application Processor ChipsIncludes AI application processors such as the RK3588 and RK3568 series, suitable for scenarios with high AI computing requirements, such as smart security and edge computing; traditional intelligent application processors, like the RK3399 and RK3288 series, excel in multimedia processing and display output, applicable to devices like tablets and smart TV boxes.2. Mixed-Signal ChipsMainly includes power management chips, interface conversion chips, and wireless connectivity chips. These chips are typically paired with intelligent application processor chips to provide complete hardware solutions. For example, the RK2206 low-power Wi-Fi chip is suitable for power-sensitive IoT devices, supporting stable operation and convenient connectivity.

6. Development Prospects

1. Sustained Market Demand GrowthWith the rapid development of 5G, IoT, and other technologies, the AIoT market is experiencing explosive growth. It is expected that by 2027, the market size of AIoT SoC chips in China will soar to 279.4 billion yuan, with an average annual growth rate of 24%, providing Rockchip with vast market space and development opportunities.2. Technological Innovation and Product ExpansionThe company continues to advance the R&D of several new products, including mid-to-high-end visual processors, next-generation economical visual processors, new general-purpose SoC processors, and audio amplifier chips, to meet different application scenarios and customer needs. At the same time, it is developing AI co-processor chips supporting 7b and 13b computing power, keeping pace with AI technology trends and enhancing product competitiveness.

7. Conclusion

As a leader in the chip design field, Rockchip occupies a competitive position in the fierce market landscape, thanks to its strong technical capabilities, global customer base, and diverse product offerings. Despite facing numerous strong competitors, through continuous technological innovation, precise market positioning, and product diversification strategies, it is expected to maintain a positive development trend in the future smart chip market. By continuously expanding its business areas and increasing market share, it aims to contribute more to the intelligent transformation of various industries and shine even brighter on the stage of chip design.

The above information and data are sourced from publicly available information on the internet. If there are any inaccuracies, please feel free to correct them.