Rockchip(SH:603893) Ge Long Hui A P P·2026-01-26 07:55Core Viewpoint - The company, Rockchip Microelectronics (瑞芯微), anticipates significant revenue and profit growth for the year 2025, driven by the rapid expansion of the AIoT market and innovative AI technologies [1] Financial Projections - The company expects to achieve an annual revenue of between 4.387 billion to 4.427 billion yuan in 2025, representing a year-on-year growth of 39.88% to 41.15% [1] - The projected net profit attributable to the parent company is estimated to be between 1.023 billion to 1.103 billion yuan, indicating a year-on-year increase of 71.97% to 85.42% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 993 million to 1.073 billion yuan, reflecting a growth of 84.44% to 99.30% year-on-year [1] Industry Trends - The AIoT market is experiencing rapid growth, with innovations in edge AI technology reshaping electronic products across various industries and providing new user experiences [1] - The emergence of various new smart hardware is contributing to the accelerated development of AIoT across multiple sectors [1] - Despite short-term growth slowdowns due to DDR shortages and price increases affecting some clients' storage solutions, the long-term growth trend of the AIoT market remains unaffected [1] Company Response - In response to market challenges, the company has quickly adapted to various types of storage solutions, creating a comprehensive list of storage support options [1] - The RK3588 and RK3576 chips are among the few in their class in China that support LPDDR5, offering flexible storage solution choices for end customers [1] - The growth rate has already recovered in the fourth quarter, indicating resilience in the company's performance [1]