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Optimistic Investors Push Rockchip Electronics Co., Ltd. (SHSE:603893) Shares Up 32% But Growth Is Lacking
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.
Tianfeng: Doubao's new visual model SOC + CIS + storage is expected to benefit significantly.
With the deployment of AI applications, rapid growth in AIoT demand is expected; as the core chip, Technology innovation and AI demand for SOC is likely to drive an increase in both volume and price; the rich visual downstream application scenarios are expected 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, 2023, according to an interactive platform for investors, Rockchip Electronics (603893.SH) stated that the company has long-term accumulation in technologies related to 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 visual chips, relying on low-power solutions and the advantages of self-developed ISP, can be used in 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 already 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.
