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Chinese fabless designer of ARM-based system-on-chip processors for tablets, smart cameras, IoT devices and TV boxes.
Chinese fabless designer of ARM-based system-on-chip processors for tablets, smart cameras, IoT devices and TV boxes.
Designs processors and sells the chips by the million to device makers, mainly through distributors, with foundries doing the manufacturing, so revenue depends on winning designs in low-cost tablets, cameras and TV boxes and on price competition. Its customers are many small makers rather than a few big brands, which keeps prices low.
In one line: A budget Chinese Qualcomm for tablets and smart-home devices.
Moat: narrow (cost advantage, process know-how). Cost-competitive ARM SoC design and software support, but faces intense price competition.
Headquarters: Zhuhai, China · Founded: 2007 · Employees: 919
Size Allwinner Technology (300458.SZ) is a China Information Technology company (Semiconductors) with a market value of $4.02B, the 637th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥26.95 on 6 Nov 2026.
Performance Over six months the shares fell 24.7%, against -32.2% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 19 in its peer set.
Growth Revenue grew 25.8% over the last twelve months (peer median +24.4%); the operating margin is 15.1% (peer median 1.5%).
Valuation It trades at 57.3× forward earnings against a peer median of 52.8× (6th most expensive of 15).
Capital Return on invested capital runs 4.2 points above its cost of capital (12.8% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.48B | CN¥2.83B | CN¥2.28B | CN¥1.66B | CN¥1.51B |
| Revenue growth | — | +24% | +37% | +10% | — |
| Gross profit | CN¥1.47B | CN¥805M | CN¥595M | CN¥416M | CN¥477M |
| EBITDA | n/a | CN¥298M | CN¥149M | CN¥31.6M | CN¥148M |
| Net income | CN¥643M | CN¥262M | CN¥167M | CN¥23.0M | CN¥211M |
| Free cash flow | -CN¥53.4M | CN¥133M | CN¥76.2M | CN¥105M | -CN¥121M |
| Capital expenditure | CN¥279M | CN¥151M | CN¥120M | CN¥83.8M | CN¥94.9M |
| Total debt | CN¥178M | CN¥183M | CN¥111M | CN¥200M | CN¥317M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Allwinner Technology 300458.SZ | $4.02B | -25% | +26% | 15% | 57.3× | n/a |
| Rockchip Electronics 603893.SS | $13.4B | +16% | +39% | 27% | 49.1× | 39.3% |
| Mediatek 2454.TW | $164B | +7% | +6% | 15% | 24.7× | 40.7% |
| Novatek Microelectronics 3034.TW | $9.16B | +18% | +2% | 20% | 14.1× | -4.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 300458.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.7% | -19.3% | 8th highest of 21 |
| 6-month return | -24.7% | -32.2% | 7th highest of 19 |
| Distance from 52-week high | -37.5% | -54.5% | 5th highest of 21 |
| Revenue growth (TTM) | +25.8% | +24.4% | 10th highest of 21 |
| Operating margin | 15.1% | 1.5% | 5th highest of 21 |
| Forward P/E | 57.3× | 52.8× | 6th most expensive of 15 |
| ROIC minus cost of capital | +4.2 pp | -8.4 pp | 3rd highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Allwinner Technology 300458.SZ | China | $4.02B | -25% | +26% | 15% | 57.3× | n/a | n/a |
| Chengdu Ultra Pure Applied Materials 301717.SZ | China | $4.03B | n/a | +93% | 42% | n/a | n/a | n/a |
| Jiangsu Leadmicro Nano Technology 688147.SS | China | $4.06B | -26% | -5% | 3% | 82.1× | n/a | n/a |
| Trina Solar 688599.SS | China | $3.90B | -36% | -3% | -9% | n/a | -4.3% | +17.9% |
| eMemory Technology 3529.TWO | Taiwan | $4.17B | -58% | +17% | 61% | 45.0× | 32.2% | +16.7% |
| Loongson Technology 688047.SS | China | $3.86B | -44% | +24% | -76% | n/a | n/a | n/a |
| Shanghai Aiko Solar Energy 600732.SS | China | $4.23B | -13% | +25% | -8% | n/a | n/a | n/a |
| Hunan Goke Microelectronics 300672.SZ | China | $4.24B | -27% | +54% | 5% | 56.9× | 46.0% | +19.7% |
| Applied Optoelectronics AAOI | United States | $4.26B | -66% | +62% | -11% | 23.5× | n/a | n/a |
| Soitec SOI.PA | France | $3.79B | -38% | -34% | -6% | 141.8× | 25.0% | +0.3% |
| Premier Energies PREMIERENE.NS | India | $4.28B | -13% | +32% | 25% | 19.7× | n/a | n/a |
| Hanwha Solutions 009830.KS | South Korea | $4.30B | -49% | +14% | 0% | 20.1× | n/a | n/a |
| Shenzhen Goodix Technology 603160.SS | China | $4.35B | -2% | -7% | 6% | 51.0× | 26.7% | -6.8% |
| Bestechnic (Shanghai) 688608.SS | China | $4.41B | +2% | -26% | 8% | 50.6× | 42.7% | +27.1% |
| Chongqing Genori Technology 688797.SS | China | $4.45B | n/a | +37% | 29% | n/a | n/a | n/a |
| Nordic Semiconductor NOD.OL | Norway | $3.62B | -12% | +15% | 8% | 54.6× | n/a | n/a |
| MaxLinear MXL | United States | $4.48B | -51% | +56% | -1% | 12.1× | n/a | n/a |
| Linktel Technologies 301205.SZ | China | $3.60B | -39% | +54% | 3% | 281.1× | n/a | n/a |
| Suzhou Novosense Microelectronics 688052.SS | China | $3.60B | -15% | +77% | -2% | 209.7× | n/a | n/a |
| Maxscend Microelectronics 300782.SZ | China | $4.51B | -47% | -6% | -25% | n/a | n/a | n/a |
| Suzhou Novosense Microlectronics 2676.HK | Hong Kong | $3.57B | -28% | +86% | -2% | 121.4× | n/a | n/a |