Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688486.SS
HOLDREMOVELontium Semiconductor Corporation · Technology · China · $1.5B · Avg Vol: $45M/d
Lontium Semiconductor designs interface chips, which are highly cyclical and do not benefit from the advanced packaging bottleneck or supply chain localization themes. It lacks the structural moat of a global quality compounder.
COMPANY DESCRIPTION
Lontium Semiconductor Corporation designs and develops high-speed mixed-signal interface chips, including HDMI, DisplayPort, and MIPI controllers. The company is recognized for its proprietary high-speed serial link technology, serving consumer electronics, automotive infotainment, and VR markets. It is a niche fabless semiconductor designer with a strong IP portfolio in high-definition video transmission and processing.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 36M | 48M | 69M | 84M | 33.1% |
| EPS | 0.10 | 0.12 | 0.16 | 0.19 | 23.4% |
| Shares | 100M | 133M | 133M | 133M | +33.4% |
| Debt | 605,487 | 153,459 | 77,653 | 15M | 188.6% |
| Equity | 47M | 211M | 212M | 230M | 70.2% |
| Op CF | 6M | 15M | 17M | 17M | 44.3% |
| Inv CF | -1M | -157M | 42M | 6M | — |
| Fin CF | -5M | 149M | -23M | -9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688486.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688486.SS | Lontium Semiconductor Corporation(you) | $1.5B | 54 | HOLD |
| 688209.SS | Shenzhen Injoinic Technology Co.,Ltd. | $1.5B | 53 | HOLD |
| 300671.SZ | Shenzhen Fine Made Electronics Group Co., Ltd. | $1.5B | 43 | HOLD |
| 688601.SS | Wuxi ETEK Microelectronics Co.,Ltd. | $1.1B | 59 | HOLD |
| 688653.SS | Kangxi Communication Technologies (Shanghai) Co., Ltd. | $917M | 50 | HOLD |
| 688252.SS | Jadard Technology Inc. | $1.3B | 42 | HOLD |
| 688381.SS | Dioo Microcircuits Co., Ltd. Jiangsu | $1.6B | 41 | HOLD |
| 688049.SS | Actions Technology Co., Ltd. | $1.2B | 42 | HOLD |
| 688439.SS | Guizhou Zhenhua Fengguang Semiconductor Co., Ltd. | $1.5B | 36 | HOLD |
| 1304.HK | Fortior Technology (Shenzhen) Co., Ltd. | $2.1B | 41 | HOLD |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%