Rockchip(SH:603893) Ju Chao Zi Xun·2025-10-14 14:01Core Insights - The company expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 760 million to 800 million yuan, representing a year-on-year growth of 116% to 127% [1][3] - The growth is primarily attributed to the increasing demand in the AIoT (Artificial Intelligence of Things) market, driven by advancements in AI technology and expanding application scenarios [3][4] Financial Performance - The projected net profit attributable to the parent company is expected to rise by 408.29 million to 448.29 million yuan compared to the same period last year [1] - The expected net profit after deducting non-recurring gains and losses is forecasted to be between 735 million and 775 million yuan, with a year-on-year increase of 114% to 126% [1] Market Dynamics - The company noted a slight slowdown in growth during the third quarter due to market changes in DDR4 memory chips, which have shifted from supply shortages to price surges, prompting clients to transition to DDR5 solutions [3] - This transition is viewed as a positive short-term fluctuation, as the shift from DDR4 to DDR5 is seen as a necessary upgrade for the AIoT industry [3] Strategic Positioning - The impressive earnings forecast underscores the company's leading position and strategic foresight in the AIoT chip sector [4] - The company is capitalizing on opportunities in emerging fields such as automotive electronics, industrial intelligence, and robotics, showcasing strong growth potential [4]