Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688515.SS
HOLDREMOVEMotorcomm Electronic Technology Co., Ltd. · Technology · China · $2.3B · Avg Vol: $181M/d
Motorcomm Electronic Technology is an ethernet chip designer lacking the scale, pricing power, or advanced packaging tailwinds of our high-conviction semiconductor themes.
COMPANY DESCRIPTION
Motorcomm Electronic Technology Co., Ltd. designs and develops Ethernet physical layer (PHY) transceivers and network interface chips. The company is one of the very few Chinese companies capable of commercializing automotive-grade and industrial-grade Ethernet PHY chips. It is a fabless semiconductor designer benefiting from the rapid adoption of Ethernet architectures in smart vehicles and industrial IoT.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 60M | 40M | 59M | 91M | 15.2% |
| EPS | -0.00 | -0.29 | -0.37 | -0.25 | — |
| Shares | 60M | 80M | 80M | 80M | +33.3% |
| Debt | 1M | 3M | 2M | 3M | 28.9% |
| Equity | 43M | 270M | 238M | 223M | 73.3% |
| Op CF | -10M | -21M | -37M | -26M | — |
| Inv CF | 8M | -163M | 88M | -23M | — |
| Fin CF | -1M | 245M | -7M | -1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688515.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688515.SS | Motorcomm Electronic Technology Co., Ltd.(you) | $2.3B | 39 | HOLD |
| 1304.HK | Fortior Technology (Shenzhen) Co., Ltd. | $2.1B | 41 | HOLD |
| 688508.SS | Wuxi Chipown Micro-electronics limited | $1.9B | 37 | HOLD |
| 688484.SS | Southchip Semiconductor Technology(Shanghai) Co., Ltd. | $2.7B | 42 | HOLD |
| 688107.SS | Shanghai Anlogic Infotech Co., Ltd. | $2.4B | 33 | SELL |
| 688381.SS | Dioo Microcircuits Co., Ltd. Jiangsu | $1.6B | 41 | HOLD |
| 688403.SS | Union Semiconductor (Hefei) Co., Ltd. | $3.1B | 41 | HOLD |
| 688439.SS | Guizhou Zhenhua Fengguang Semiconductor Co., Ltd. | $1.5B | 36 | HOLD |
| 688123.SS | Giantec Semiconductor Corporation | $3.1B | 43 | HOLD |
| 300327.SZ | Sino Wealth Electronic Ltd. | $1.6B | 35 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%