Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603893.SS
HOLDFLAGRockchip Electronics Co., Ltd. · Technology · China · $10.9B · Avg Vol: $343M/d
Rockchip Electronics is a high-quality fabless IoT chip designer (Q: 83) that benefits from domestic Chinese substitution. However, because it focuses on chip design rather than the physical advanced packaging bottleneck, the macro tailwind is less asymmetric than equipment or material suppliers.
COMPANY DESCRIPTION
Rockchip Electronics Co., Ltd. designs fabless system-on-chip (SoC) semiconductors for IoT, smart home, and automotive electronics. The company possesses strong R&D capabilities in AIoT processors, with deep integration into consumer electronics brands like Google, Amazon, and Baidu. It is a leading Chinese fabless semiconductor company specializing in high-performance, low-power application processors.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 300M | 315M | 464M | 651M | 29.4% |
| EPS | 0.11 | 0.05 | 0.21 | 0.37 | 51.0% |
| Shares | 418M | 418M | 419M | 421M | +0.8% |
| Debt | 5M | 5M | 6M | 7M | 11.7% |
| Equity | 432M | 452M | 524M | 648M | 14.5% |
| Op CF | -92M | 101M | 204M | 158M | 25.3% |
| Inv CF | 148M | -42M | -51M | -228M | — |
| Fin CF | -52M | -13M | -8M | -42M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 603893.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603893.SS | Rockchip Electronics Co., Ltd.(you) | $10.9B | 62 | HOLD |
| 300223.SZ | Ingenic Semiconductor Co.,Ltd. | $11.2B | 60 | HOLD |
| 300661.SZ | SG Micro Corp | $10.8B | 67 | BUY |
| 688396.SS | China Resources Microelectronics Limited | $12.6B | 59 | HOLD |
| 002049.SZ | Unigroup Guoxin Microelectronics Co., Ltd. | $10.0B | 56 | HOLD |
| 300373.SZ | Yangzhou Yangjie Electronic Technology Co., Ltd. | $8.6B | 70 | BUY |
| 688498.SS | Yuanjie Semiconductor Technology Co., Ltd. | $20.8B | 64 | HOLD |
| 688525.SS | BIWIN Storage Technology Co., Ltd. | $22.8B | 63 | HOLD |
| 301536.SZ | SigmaStar Technology Ltd. | $5.2B | 63 | HOLD |
| 688099.SS | Amlogic (Shanghai) Co.,Ltd. | $6.6B | 54 | HOLD |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%