1. Revenue Rockchip: 3.14 billion, a year-on-year increase of 47%; Allwinner: 2.29 billion, a year-on-year increase of 37%; 2. Gross Margin Rockchip: 38%, a year-on-year increase of 10%; Allwinner: 31%, a year-on-year decrease of 3.8%; 3. Net Profit Rockchip: Net profit of 600 million, a year-on-year increase of 341%; non-recurring profit of 540 million, a … Read more
1. Market Logic Behind Stock Price Fluctuations:AIoT Demand Explosion and Edge AI Technological Breakthroughs Since 2025, Rockchip (603893 ) has experienced significant stock price volatility. As of April 15, the closing price was 132.32 yuan, with a rolling price-to-earnings ratio (TTM ) reaching 118.2 times, significantly higher than the semiconductor industry average of 117.13 times. … Read more
▲ Click the blue text above to follow us and not miss any valuable articles!After much anticipation, Linux 6.14 has finally been released. This update brings extensive hardware support to the Arm and RISC-V ecosystems while continuously enhancing system performance through core subsystem optimizations.Recently, Linux founder Linus Torvalds announced the release of Linux 6.14 on … Read more
Recently, the 176th meeting of the 18th Issuance Review Committee of the China Securities Regulatory Commission was held, and Fuzhou Rockchip’s initial public offering (IPO) was approved. Previously, Rockchip had failed multiple times in its IPO attempts, primarily due to its insufficient strength. Even now, there are still some flaws in Rockchip’s documentation, and this … Read more
Samsung’s China Operations Suspended? Rockchip and Samsung Officially Deny Rumors Recently, rumors regarding “Samsung’s wafer fab suspending all operations in China” have attracted widespread attention. As a long-term partner of Samsung, Rockchip, a publicly listed semiconductor company in China, issued an official statement through its WeChat account to clarify the situation. The statement indicated that … Read more
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 … Read more
1. Financial Data According to publicly available financial reports, Rockchip achieved a revenue of approximately 3.25 billion yuan in the first three quarters of 2024, a year-on-year increase of 28%, primarily benefiting from the growth of AIoT chips and automotive electronics business. The net profit for the first three quarters reached 580 million yuan, a … Read more
In November last year, TSMC had issued a notice to suspend advanced process foundry services for AI chip companies in mainland China at 7nm and below. Following this, rumors emerged that Samsung’s foundry division had also suspended related foundry services for mainland customers. However, this rumor has recently been clarified. Just yesterday, according to media … Read more
Based on the provided information, the investment analysis and recommendations for Rockchip are as follows: — Core Logic Overview Clarification of Rumors and Supply Chain StabilityThe market rumors regarding “Samsung’s wafer fab halting operations in China” have been officially denied, and Samsung’s fab operations are normal. As a chip design company relying on foundry services, … Read more
In November 2024, following TSMC’s announcement to suspend advanced process foundry services for AI chip companies in mainland China at 7nm and below, there were rumors in the industry that Samsung’s foundry business had also halted the production of AI chips at 7nm and below for mainland customers. Subsequently, the new U.S. semiconductor restrictions confirmed … Read more