Rockchip(SH:603893) Ju Chao Zi Xun·2026-01-26 08:57Core Insights - The company expects a significant increase in revenue and net profit for the year 2025, with projected revenue between 4.387 billion to 4.427 billion yuan, representing a year-on-year growth of 39.88% to 41.15% [2] - The net profit attributable to shareholders is forecasted to be between 1.023 billion to 1.103 billion yuan, indicating a year-on-year increase of 71.97% to 85.42% [2] - The AIoT market is experiencing rapid growth, driven by innovations in edge AI technology, leading to upgrades in electronic products and the emergence of new smart hardware [2] Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses to be between 999 million to 1.073 billion yuan, with a year-on-year growth of 84.44% to 99.30% [2] - Despite challenges in the third quarter due to tight storage supply and price increases, the company adapted quickly and regained growth momentum in the fourth quarter [2] Product Development - The company launched the world's first 3D architecture edge computing co-processor, RK182X, aimed at addressing bandwidth and power consumption bottlenecks in large model deployment [2] - This new solution has gained wide market recognition and is being rapidly adopted across multiple industries and hundreds of customer projects, with expectations for large-scale product deployment by 2026 [2] Strategic Outlook - The company predicts a significant explosion in edge AI applications by 2026, with major opportunities in robotics and new productivity products across various sectors such as industry, agriculture, and services [3] - The company has established a dual-track strategy of "SoC + co-processor" and is accelerating the development of next-generation flagship SoC chips and multiple co-processors to embrace the AIoT 2.0 era [3]