Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688220.SS
SELLREMOVEASR Microelectronics Co., Ltd. · Technology · China · $6.6B · Avg Vol: $200M/d
ASR Microelectronics is a fabless wireless chip designer. It lacks the advanced packaging capabilities or HBM exposure of our high-conviction semiconductor theme, and operates in highly competitive, commoditized cellular IoT and consumer chip markets.
COMPANY DESCRIPTION
ASR Microelectronics is a leading fabless semiconductor company specializing in wireless communication chips, including cellular IoT, Wi-Fi, and Bluetooth solutions. The company's competitive moat lies in its comprehensive portfolio of multi-standard communication IP and its ability to deliver highly integrated system-on-chip (SoC) solutions. As a major player in China's IoT chip market, ASR benefits from strong domestic demand and strategic partnerships with major telecom operators.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 316M | 384M | 500M | 564M | 21.3% |
| EPS | -0.09 | -0.18 | -0.25 | -0.14 | — |
| Shares | 418M | 418M | 418M | 418M | 0.0% |
| Debt | 8M | 7M | 5M | 71M | 106.6% |
| Equity | 1.1B | 939M | 840M | 807M | -9.9% |
| Op CF | -52M | -100M | -60M | -64M | — |
| Inv CF | -617M | 267M | 99M | 74M | — |
| Fin CF | 895M | -99M | -31M | 57M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688220.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688220.SS | ASR Microelectronics Co., Ltd.(you) | $6.6B | 21 | SELL |
| 688385.SS | Shanghai Fudan Microelectronics Group Company Limited | $7.4B | 25 | SELL |
| 688110.SS | Dosilicon Co., Ltd. | $9.3B | 20 | SELL |
| 688047.SS | Loongson Technology Corporation Limited | $8.6B | 18 | STRONG SELL |
| 688147.SS | Jiangsu Leadmicro Nano-Equipment Technology Ltd | $5.5B | 27 | SELL |
| 300782.SZ | Maxscend Microelectronics Company Limited | $9.2B | 16 | STRONG SELL |
| 688362.SS | Forehope Electronic (Ningbo) Co., Ltd. | $3.9B | 19 | STRONG SELL |
| 300474.SZ | Changsha Jingjia Microelectronics Co., Ltd. | $4.5B | 16 | STRONG SELL |
| 688608.SS | Bestechnic (Shanghai) Co., Ltd. | $4.2B | 26 | SELL |
| 605358.SS | Hangzhou Lion Electronics Co.,Ltd | $5.5B | 31 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%