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Rockchip Electronics (603893.SH): The main products are AIoT SoC chips, enabling AIoT product applications on various edge and end-side scenarios.
On December 20, Gelonghui reported that Rockchip Electronics (603893.SH) announced an abnormal fluctuation in stock trading. The company’s main Business is the design, research and development, and sales of intelligent application processor SoCs and related supporting chips. The company’s main products are AIoT SoC chips, empowering AIoT product applications on the edge and terminal sides across multiple scenarios. These are now widely used in various AIoT products in numerous downstream fields, including automotive electronics, Machine Vision, industrial applications, Education and office, commercial finance, Smart Home, and Consumer Electronics. The impact of a single product application on the company's revenue and Net income for 2024 is limited.
Express News | Rockchip Electronics: The impact of AIoT SoC chip applications on the company's revenue and net income in 2024 is limited.
Tianfeng: The new visual model of Doubao SOC+CIS+storage is expected to benefit significantly.
With the landing of AI applications, there is hope for rapid growth in AIoT demand; as the core chip, technological innovation in SOC combined with AI demand is expected to drive an increase in both volume and price of AI SOC; the rich visual downstream application scenarios are likely to boost the demand for visual SOC and CIS.
Rockchip Electronics (603893.SH): General AIoT chip platforms such as RK3588, RK356X, etc., have been applied in devices like AR and VR.
On December 18, Gelonghui reported that Rockchip Electronics (603893.SH) stated on the investor interaction platform that the company has a long-term accumulation in relevant technologies such as audio, video, display, and ISP. The company's general AIoT chip platforms, such as RK3588 and RK356X, have been applied in AR and VR devices. The company's RV series of visual chips, relying on low power consumption solutions and the advantages of self-developed ISP, can be applied to AI glasses.
Rockchip Electronics (603893.SH): The company plans to use advanced processes for its next-generation flagship chip.
Gelonghui, December 17th | Rockchip Electronics (603893.SH) stated on the investor interaction platform that the company's next-generation flagship chip plans to adopt advanced manufacturing processes and will be a higher-performance AIoT universal computing platform, currently in the early design stage. The company has always emphasized compliance work during the Operation process, strictly adhering to relevant laws and regulations, and continuously monitoring policy changes in the current complex international situation.
Rockchip Electronics (603893.SH): SoC chips have been applied in various forms of Siasun Robot&Automation.
On December 16, Gelonghui reported that Rockchip Electronics (603893.SH) stated on the investor interaction platform that the company has already applied SoC chips in various forms of robots. The company's high-performance general-purpose processor chips can perform data processing functions in robots and possess some capability to run AI models on the edge; the company's products in the field of Machine Vision can undertake visual perception processing functions in robots; the company's audio products can provide audio interaction capabilities for robots.
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