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← CockpitCompetitor Analysis › 688052.SS Suzhou Novosense Microelectronics Co., Ltd. Class AOpen in the cockpit ↗

Suzhou Novosense Microelectronics Co., Ltd. Class A688052.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Fabless designer of analog and mixed-signal chips — isolators, signal-chain and power-management ICs.

≈ A Chinese Texas Instruments/Analog Devices for isolation and analog chipsMomentum neutral 43
Mkt cap
$3.60B
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$74.1M
20-day average traded
Fwd P/E
209.7×
forward earnings
ROIC−WACC
-10.6 pp
WACC 11.6%
Hurdle
n/a
no reverse DCF
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥168.80
1D-2.3%
1W0.0%
1M-19.5%
3M-7.0%
6M-14.8%
YTD+6.7%
1Y-8.7%
ATR %7.5%
52w lowhigh45.1% off high

What Suzhou Novosense Microelectronics does

Fabless designer of analog and mixed-signal chips — isolators, signal-chain and power-management ICs.

Designs analog chips and has foundries make them, then sells them in volume to industrial, auto and consumer-electronics makers, largely through distributors. Because a part can take a year or more to be approved for a car or factory design, a win gives years of repeat orders. Isolation chips, which pass signals across a high-voltage barrier safely, are the flagship.

In one line: A Chinese Texas Instruments/Analog Devices for isolation and analog chips.

Products and services

  • Digital isolators
  • Signal-chain analog ICs
  • Power management ICs

Customers

  • Industrial, automotive & consumer electronics make

Where it sits in the supply chain

  • Semiconductors
  • Analog/mixed-signal ICs
  • Isolators, signal chain & power…

What could go right

  • China analog chip domestic substitution
  • Industrial/EV electronics content growth

What could go wrong

  • Pricing pressure from global analog incumbents
  • Cyclical industrial demand

Moat: narrow (IP / patents, customer qualification). Long qualification cycles for analog parts in industrial/auto applications favor an established domestic supplier.

Headquarters: Suzhou, China · Founded: 2013 · Employees: 1,345

Named competitors

Suzhou Novosense Microelectronics at a glance

Size Suzhou Novosense Microelectronics (688052.SS) is a China Information Technology company (Semiconductors) with a market value of $3.60B, the 718th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥168.80 on 6 Nov 2026.

Performance Over six months the shares fell 14.8%, against -27.3% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 19 in its peer set.

Growth Revenue grew 76.7% over the last twelve months (peer median +21.0%); the operating margin is -2.3% (peer median 4.8%).

Valuation It trades at 209.7× forward earnings against a peer median of 57.3× (3rd most expensive of 16).

Capital Return on invested capital runs 10.6 points below its cost of capital (11.6% WACC).

Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026688052.SS 85Peer median 70
Six months, rebased to 100: Suzhou Novosense Microelectronics against the median of its 20 peers (local-currency closes).

Suzhou Novosense Microelectronics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.23BCN¥3.37BCN¥1.96BCN¥1.31BCN¥1.67B
Revenue growth—+72%+50%-21%—
Gross profitCN¥1.82BCN¥1.09BCN¥579MCN¥459MCN¥801M
EBITDAn/a-CN¥34.8M-CN¥317M-CN¥306MCN¥226M
Net income-CN¥4.73M-CN¥229M-CN¥403M-CN¥305MCN¥251M
Free cash flow-CN¥1.60B-CN¥961M-CN¥281M-CN¥1.03B-CN¥626M
Capital expenditureCN¥743MCN¥402MCN¥376MCN¥890MCN¥398M
Total debtCN¥1.75BCN¥993MCN¥877MCN¥616MCN¥50.5M

Quarterly statements and history in the cockpit →

Suzhou Novosense Microelectronics 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

-60%-40%-20%0%-40%-20%0%+20%3012052676NODDIOD605358002459688048SOI688047688599300623688409300458614768814765263007246323688052.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Suzhou Novosense Microelectronics is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%0×200×400×600×3012052676NODDIOD605358688048SOI3006236884096147688147300724688052.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Suzhou Novosense Microelectronics is the large dot.

Suzhou Novosense Microelectronics competitors and peer comparison

Head to head with its named competitors (688052.SS vs TXN vs ADI vs SLAB)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Suzhou Novosense Microelectronics 688052.SS$3.60B-15%+77%-2%209.7×n/a
Texas Instruments TXN$253B-4%+20%41%24.6×23.3%
Analog Devices ADI$176B-13%+34%36%22.4×27.8%
Silicon Laboratories SLAB$7.39B+2%+22%-3%60.3×n/a

How Suzhou Novosense Microelectronics 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.

Suzhou Novosense Microelectronics against its 20 peers (data as of 6 Nov 2026)
Measure688052.SSPeer medianRank in peer set
1-month return-19.5%-20.3%10th highest of 21
6-month return-14.8%-27.3%5th highest of 19
Distance from 52-week high-45.1%-54.4%6th highest of 21
Revenue growth (TTM)+76.7%+21.0%4th highest of 21
Operating margin-2.3%4.8%4th lowest of 20
Forward P/E209.7×57.3×3rd most expensive of 16
ROIC minus cost of capital-10.6 pp-7.2 pp6th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Suzhou Novosense Microelectronics 688052.SSChina$3.60B-15%+77%-2%209.7×n/an/a
Linktel Technologies 301205.SZChina$3.60B-39%+54%3%281.1×n/an/a
Suzhou Novosense Microlectronics 2676.HKHong Kong$3.57B-28%+86%-2%121.4×n/an/a
Nordic Semiconductor NOD.OLNorway$3.62B-12%+15%8%54.6×n/an/a
Diodes DIODUnited States$3.56B-31%+18%5%14.6×34.0%+3.8%
Hangzhou Lion Electronics 605358.SSChina$3.55B-25%+24%-1%81.0×n/an/a
JA Solar Technology 002459.SZChina$3.50B-35%-23%n/an/a-20.3%+13.7%
Suzhou Everbright Photonics 688048.SSChina$3.48B-63%+88%-1%626.2×n/an/a
Soitec SOI.PAFrance$3.79B-38%-34%-6%141.8×25.0%+0.3%
Jiangsu X-chip Semiconductor Tech 301707.SZChina$3.40Bn/a+55%41%n/an/an/a
Loongson Technology 688047.SSChina$3.86B-44%+24%-76%n/an/an/a
Trina Solar 688599.SSChina$3.90B-36%-3%-9%n/a-4.3%+17.9%
Jiangsu JieJie Microelectronics 300623.SZChina$3.31B-9%+34%17%24.6×17.9%+28.2%
Shenyang Fortune Precision Equipment 688409.SSChina$3.28B-2%+34%4%122.8×n/an/a
Allwinner Technology 300458.SZChina$4.02B-25%+26%15%57.3×n/an/a
Chengdu Ultra Pure Applied Materials 301717.SZChina$4.03Bn/a+93%42%n/an/an/a
Chipbond Technology 6147.TWOTaiwan$3.20B-20%+18%17%17.2×n/an/a
Jiangsu Leadmicro Nano Technology 688147.SSChina$4.06B-26%-5%3%82.1×n/an/a
Airoha Technology 6526.TWTaiwan$3.16B+5%+10%6%25.4×23.8%+16.5%
Shenzhen S.C New Energy Technology 300724.SZChina$3.12B-36%-67%8%24.2×7.6%+30.8%
Rorze 6323.TJapan$3.11B-24%+10%27%12.6×14.3%+20.4%

Questions

Who are Suzhou Novosense Microelectronics's main competitors?
Named competitors: Texas Instruments (TXN), Analog Devices (ADI), Silicon Labs (SLAB). The cockpit's measured peer set (industry) also includes Linktel Technologies (301205.SZ), Suzhou Novosense Microlectronics (2676.HK), Nordic Semiconductor (NOD.OL), Diodes (DIOD), Hangzhou Lion Electronics (605358.SS), JA Solar Technology (002459.SZ).
Is Suzhou Novosense Microelectronics expensive compared with its peers?
On forward p/e it trades at 209.7× against a peer median of 57.3×, 3rd most expensive of 16 in its peer set.
How has Suzhou Novosense Microelectronics stock performed?
Over six months to 6 Nov 2026 the shares returned -14.8% against -27.3% for the median peer; over one year -8.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.