Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688153.SS
STRONG SELLREMOVEVanchip (Tianjin) Technology Co., Ltd. · Technology · China · $1.9B · Avg Vol: $32M/d
Vanchip Tianjin is an RF front-end chip designer facing intense domestic competition and lacking integration into the critical advanced packaging ecosystem.
COMPANY DESCRIPTION
Vanchip (Tianjin) Technology Co., Ltd. designs radio frequency (RF) front-end chips, including power amplifiers (PAs) and switches for mobile devices. The company's competitive moat is established through its high-volume supply relationships with tier-1 smartphone OEMs like Xiaomi, Oppo, and Vivo, alongside advanced RF system-in-package design capabilities. It stands as a leading domestic RF front-end chip designer capitalizing on global 5G adoption.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 338M | 441M | 311M | 343M | 0.5% |
| EPS | 0.02 | 0.04 | -0.01 | 0.01 | -10.6% |
| Shares | 409M | 418M | 430M | 430M | +5.3% |
| Debt | 30M | 20M | 49M | 36M | 6.5% |
| Equity | 566M | 596M | 590M | 595M | 1.6% |
| Op CF | -13M | 110M | -47M | 114M | 2.0% |
| Inv CF | -45M | -16M | -32M | -69M | — |
| Fin CF | 371M | -11M | 13M | -39M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688153.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688153.SS | Vanchip (Tianjin) Technology Co., Ltd.(you) | $1.9B | 13 | STRONG SELL |
| 688691.SS | Brite Semiconductor (Shanghai) Co., Ltd. | $1.9B | 15 | STRONG SELL |
| 6451.TW | ShunSin Technology Holdings Limited | $1.9B | 18 | STRONG SELL |
| 688261.SS | Suzhou Oriental Semiconductor Company Limited | $1.7B | 19 | STRONG SELL |
| 300077.SZ | Nsing Technologies Inc. | $2.3B | 10 | STRONG SELL |
| 0600.HK | Axera Semiconductor Co Ltd | $1.4B | 17 | STRONG SELL |
| 600877.SS | CETC Chips Technology Inc. | $2.5B | 9 | STRONG SELL |
| 688135.SS | Guangdong Leadyo IC Testing Co., Ltd. | $1.3B | 17 | STRONG SELL |
| 300493.SZ | Shanghai Fortune Techgroup Co., Ltd. | $1.2B | 11 | STRONG SELL |
| 3310.HK | VIEWTRIX TECH | $1.8B | 1 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%