Rockchip(SH:603893) Ge Long Hui·2025-10-27 13:06Core Viewpoint - The company, Rockchip (603893.SH), reported strong financial performance for Q3 2025, driven by growth in AIoT platforms across various markets, despite some short-term demand challenges due to supply chain adjustments [1] Financial Performance - Q3 2025 revenue reached 1.096 billion yuan, a year-on-year increase of 20.26% [1] - Net profit attributable to shareholders for Q3 was 248 million yuan, reflecting a year-on-year growth of 47.06% [1] - For the first three quarters of 2025, total revenue amounted to 3.141 billion yuan, up 45.46% year-on-year [1] - Net profit attributable to shareholders for the first three quarters was 780 million yuan, showing a significant year-on-year increase of 121.65% [1] Market Dynamics - The flagship RK3588 product has been instrumental in penetrating markets such as automotive electronics, machine vision, industrial applications, and various robotics [1] - The transition from DDR4 to DDR5 memory chips among clients, driven by supply shortages and price surges, has temporarily impacted short-term demand, although the company expects continued rapid growth moving forward [1]