Who are Rockchip Electronics's main competitors?

Named competitors: MediaTek (2454.TW), Allwinner Technology (300458.SZ), Qualcomm (QCOM), Amlogic (688099.SS). The cockpit's measured peer set (industry) also includes JCET (600584.SS), LONGi Green Energy Technology (601012.SS), SiTime (SITM), ASPEED Technology (5274.TWO), Shenzhen Longsys Electronics (301308.SZ), Technoprobe (TPRO.MI).

How has Rockchip Electronics stock performed?

Over six months to 6 Nov 2026 the shares returned +16.3% against -16.5% for the median peer; over one year +13.3%.

← CockpitCompetitor Analysis › 603893.SS Rockchip Electronics Co., Ltd. Class AOpen in the cockpit ↗

Rockchip Electronics Co., Ltd. Class A603893.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Fabless chip designer making ARM-based system-on-chips for tablets, smart displays, dash cams and AI edge devices.

≈ China's answer to a smaller MediaTek (embedded/edge SoCs)Momentum leader 95

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$13.4B

US dollars, full cap

Free float

39%

of shares outstanding

$/day

$449M

20-day average traded

Fwd P/E

49.1×

forward earnings

ROIC−WACC

+35.3 pp

WACC 11.7%

Hurdle

+21 pp

Req g minus delivered

Next earnings

173 days

28 Apr 2027

Close · CNYCN¥212.68

1D-2.4%

1W+18.9%

1M+6.6%

3M+15.6%

6M+16.3%

YTD+19.3%

1Y+13.3%

ATR %6.5%

52w lowhigh9.1% off high

What Rockchip Electronics does

Fabless chip designer making ARM-based system-on-chips for tablets, smart displays, dash cams and AI edge devices.

Designs chips and has them made by outside foundries, selling them in volume to device makers and ODMs, often with software and reference designs so customers can launch quickly. Its chips sit in many mid-range products, so volume and price follow consumer-device demand more than leading-edge performance.

In one line: China's answer to a smaller MediaTek (embedded/edge SoCs).

Products and services

Tablet/smart-display SoCs
AI edge/vision SoCs
Automotive cockpit/dashcam SoCs
IoT SoCs

Customers

Tablet/consumer electronics OEMs
Automotive infotainment makers
AI camera/edge-device makers

Where it sits in the supply chain

Semiconductors
ARM SoC design (fabless)
Application processors for…

What could go right

AI camera/edge-device proliferation
Automotive infotainment SoC content growth

What could go wrong

Consumer electronics demand cyclicality
Intense SoC pricing competition

Moat: narrow (IP / patents, customer qualification). Broad ARM SoC IP portfolio and design-in relationships across consumer/auto/IoT niches.

Headquarters: Fuzhou, Fujian, China · Founded: 2001 · Employees: 1,029

Named competitors

MediaTek 2454.TW
Allwinner Technology 300458.SZ
Qualcomm QCOM
Amlogic 688099.SS

Rockchip Electronics at a glance

Size Rockchip Electronics (603893.SS) is a China Information Technology company (Semiconductors) with a market value of $13.4B, the 179th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥212.68 on 6 Nov 2026.

Performance Over six months the shares gained 16.3%, against -16.5% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 20 in its peer set.

Growth Revenue grew 38.7% over the last twelve months (peer median +30.6%); the operating margin is 26.5% (peer median 12.7%).

Valuation It trades at 49.1× forward earnings against a peer median of 23.2× (3rd most expensive of 18).

Price implies For today's price to make sense, revenue must grow about 39% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 35.3 points above its cost of capital (11.7% WACC).

Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Rockchip Electronics against the median of its 20 peers (local-currency closes).

Rockchip Electronics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥5.71B	CN¥4.37B	CN¥3.13B	CN¥2.13B	CN¥2.02B
Revenue growth	—	+40%	+47%	+6%	—
Gross profit	CN¥2.72B	CN¥1.79B	CN¥1.14B	CN¥680M	CN¥711M
EBITDA	n/a	CN¥1.10B	CN¥569M	CN¥214M	CN¥251M
Net income	CN¥1.59B	CN¥1.04B	CN¥595M	CN¥135M	CN¥297M
Free cash flow	CN¥720M	CN¥847M	CN¥1.26B	CN¥524M	-CN¥726M
Capital expenditure	CN¥413M	CN¥233M	CN¥125M	CN¥162M	CN¥141M
Total debt	CN¥239M	CN¥189M	CN¥131M	CN¥66.8M	CN¥110M

Quarterly statements and history in the cockpit →

Rockchip Electronics competitor charts

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.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. Rockchip Electronics is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Rockchip Electronics is the large dot.

Capital: growth delivered against growth the price implies

Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Rockchip Electronics is the large dot.

Rockchip Electronics competitors and peer comparison

Head to head with its named competitors (603893.SS vs 2454.TW vs 300458.SZ vs QCOM)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Rockchip Electronics 603893.SS	$13.4B	+16%	+39%	27%	49.1×	39.3%
Mediatek 2454.TW	$164B	+7%	+6%	15%	24.7×	40.7%
Allwinner Technology 300458.SZ	$4.02B	-25%	+26%	15%	57.3×	n/a
Qualcomm QCOM	$177B	-24%	+2%	24%	17.0×	15.9%
Amlogic (Shanghai) 688099.SS	$5.84B	-13%	+39%	17%	22.4×	n/a

How Rockchip Electronics compares with its peers

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.

Rockchip Electronics against its 20 peers (data as of 6 Nov 2026)
Measure	603893.SS	Peer median	Rank in peer set
1-month return	+6.6%	-25.6%	3rd highest of 20
6-month return	+16.3%	-16.5%	4th highest of 20
Distance from 52-week high	-9.1%	-48.6%	highest of 21
Revenue growth (TTM)	+38.7%	+30.6%	9th highest of 21
Operating margin	26.5%	12.7%	6th highest of 21
Forward P/E	49.1×	23.2×	3rd most expensive of 18
Growth the price implies (Req g, 7 yrs)	39.3%	36.4%	5th most demanding of 10
Growth delivered (Del g)	+18.7%	+12.0%	3rd highest of 10
Hurdle (Req g minus delivered)	+20.6 pp	+17.0 pp	5th most demanding of 10
ROIC minus cost of capital	+35.3 pp	+3.3 pp	highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Rockchip Electronics 603893.SS	China	$13.4B	+16%	+39%	27%	49.1×	39.3%	+18.7%
JCET 600584.SS	China	$14.1B	+15%	+4%	6%	40.2×	n/a	n/a
LONGi Green Energy Technology 601012.SS	China	$14.1B	-25%	-16%	-12%	n/a	n/a	n/a
SiTime SITM	United States	$12.5B	-30%	+83%	0%	23.1×	n/a	n/a
ASPEED Technology 5274.TWO	Taiwan	$14.3B	-30%	+40%	53%	41.1×	41.3%	+24.3%
Shenzhen Longsys Electronics 301308.SZ	China	$12.3B	-46%	+114%	40%	5.1×	n/a	n/a
Technoprobe TPRO.MI	Italy	$14.9B	+5%	+22%	30%	38.4×	36.4%	+14.6%
Lattice Semiconductor LSCC	United States	$14.9B	-17%	+63%	13%	26.2×	n/a	n/a
Cansemi Technology 301660.SZ	China	$11.8B	n/a	+54%	-99%	n/a	n/a	n/a
Fabrinet FN	United States	$11.7B	-47%	+43%	10%	15.6×	n/a	n/a
Hwatsing Technology 688120.SS	China	$15.4B	+42%	+36%	18%	63.8×	41.8%	+64.4%
Tower Semiconductor TSEM	United States	$15.6B	-35%	+22%	19%	21.6×	25.9%	+4.4%
Omnivision Integrated Circuits 0501.HK	Hong Kong	$15.7B	-16%	+7%	13%	23.2×	n/a	n/a
Yuanjie Semiconductor Technology 688498.SS	China	$11.2B	-45%	+300%	64%	60.1×	n/a	n/a
MACOM Technology Solutions MTSI	United States	$16.1B	-41%	+28%	18%	23.2×	49.4%	+12.8%
Realtek Semiconductor 2379.TW	Taiwan	$11.0B	+33%	+12%	11%	19.9×	8.4%	+9.6%
Winbond Electronic 2344.TW	Taiwan	$16.4B	+22%	+154%	43%	2.8×	0.6%	+8.1%
TongFu Microelectronics 002156.SZ	China	$10.5B	-15%	+21%	7%	28.7×	n/a	n/a
National Silicon Industry 688126.SS	China	$10.2B	0%	+33%	-41%	n/a	n/a	n/a
China Resources Microelectronics 688396.SS	China	$9.72B	-14%	+17%	10%	46.9×	25.7%	+9.7%
Semtech SMTC	United States	$9.63B	-15%	+18%	12%	19.1×	51.8%	+12.0%

Questions

Who are Rockchip Electronics's main competitors?: Named competitors: MediaTek (2454.TW), Allwinner Technology (300458.SZ), Qualcomm (QCOM), Amlogic (688099.SS). The cockpit's measured peer set (industry) also includes JCET (600584.SS), LONGi Green Energy Technology (601012.SS), SiTime (SITM), ASPEED Technology (5274.TWO), Shenzhen Longsys Electronics (301308.SZ), Technoprobe (TPRO.MI).
Is Rockchip Electronics expensive compared with its peers?: On forward p/e it trades at 49.1× against a peer median of 23.2×, 3rd most expensive of 18 in its peer set. For today's price to make sense, revenue must grow about 39% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Rockchip Electronics stock performed?: Over six months to 6 Nov 2026 the shares returned +16.3% against -16.5% for the median peer; over one year +13.3%.