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Fabless designer of SoC chips for smart TVs, streaming boxes and IoT/automotive display devices.
Fabless designer of SoC chips for smart TVs, streaming boxes and IoT/automotive display devices.
Designs chips and has foundries make them, then sells them to TV, set-top-box and streaming-device makers, usually after winning a place in a product model that then ships for its multi-year life. Operators and streaming brands that order boxes in large batches account for much of demand, so replacement cycles drive sales.
In one line: A Chinese MediaTek for smart-TV/set-top-box chips.
Moat: narrow (IP / patents, customer qualification). Design wins in TV/STB platforms are sticky within a product cycle, though rivals compete on price.
Headquarters: Shanghai, China · Founded: 2003 · Employees: 1,945
Size Amlogic (Shanghai) (688099.SS) is a China Information Technology company (Semiconductors) with a market value of $5.84B, the 430th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥91.94 on 6 Nov 2026.
Performance Over six months the shares fell 13.1%, against -25.5% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 20 in its peer set.
Growth Revenue grew 39.3% over the last twelve months (peer median +28.5%); the operating margin is 16.5% (peer median 17.5%).
Valuation It trades at 22.4× forward earnings against a peer median of 39.9× (5th cheapest of 17).
Capital Return on invested capital runs 5.9 points above its cost of capital (12.7% WACC).
Next results Next results expected around 9 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.86B | CN¥6.79B | CN¥5.92B | CN¥5.35B | CN¥5.53B |
| Revenue growth | — | +15% | +11% | -3% | — |
| Gross profit | CN¥3.79B | CN¥2.45B | CN¥2.01B | CN¥1.76B | CN¥1.87B |
| EBITDA | n/a | CN¥1.04B | CN¥827M | CN¥492M | CN¥771M |
| Net income | CN¥1.47B | CN¥873M | CN¥822M | CN¥498M | CN¥727M |
| Free cash flow | -CN¥958M | -CN¥456M | CN¥687M | CN¥615M | CN¥275M |
| Capital expenditure | CN¥341M | CN¥344M | CN¥488M | CN¥404M | CN¥289M |
| Total debt | CN¥52.2M | CN¥19.3M | CN¥32.3M | CN¥40.6M | CN¥54.8M |
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 |
|---|---|---|---|---|---|---|
| Amlogic (Shanghai) 688099.SS | $5.84B | -13% | +39% | 17% | 22.4× | n/a |
| Mediatek 2454.TW | $164B | +7% | +6% | 15% | 24.7× | 40.7% |
| Realtek Semiconductor 2379.TW | $11.0B | +33% | +12% | 11% | 19.9× | 8.4% |
| 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 | 688099.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.8% | -22.0% | 5th highest of 21 |
| 6-month return | -13.1% | -25.5% | 9th highest of 20 |
| Distance from 52-week high | -25.4% | -51.5% | 4th highest of 21 |
| Revenue growth (TTM) | +39.3% | +28.5% | 8th highest of 21 |
| Operating margin | 16.5% | 17.5% | 10th lowest of 21 |
| Forward P/E | 22.4× | 39.9× | 5th cheapest of 17 |
| ROIC minus cost of capital | +5.9 pp | -3.6 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Amlogic (Shanghai) 688099.SS | China | $5.84B | -13% | +39% | 17% | 22.4× | n/a | n/a |
| Beijing YanDong MicroElectronic 688172.SS | China | $5.86B | -26% | +22% | -89% | 63.3× | n/a | n/a |
| SG Micro 3661.HK | Hong Kong | $5.78B | n/a | +54% | 17% | 38.7× | 3.4% | +25.8% |
| Hangzhou Silan Microelectronics 600460.SS | China | $5.93B | -18% | +12% | 2% | 41.1× | n/a | n/a |
| Henan Shijia Photons Technology 688313.SS | China | $5.72B | -36% | +73% | 22% | 47.9× | n/a | n/a |
| Cirrus Logic CRUS | United States | $5.69B | -34% | +6% | 23% | 16.9× | 1.5% | +7.8% |
| Yangzhou Yangjie Electronic Technology 300373.SZ | China | $5.99B | -3% | +29% | 18% | 22.4× | 18.1% | +22.3% |
| TCL Zhonghuan Renewable Energy Technology 002129.SZ | China | $5.68B | +9% | +13% | -27% | n/a | n/a | n/a |
| Shanghai Biren Technology 6082.HK | Hong Kong | $6.03B | -67% | +542% | -47% | n/a | n/a | n/a |
| Shanghai Iluvatar CoreX Semiconductor 9903.HK | Hong Kong | $6.06B | -6% | +158% | -65% | n/a | n/a | n/a |
| Espressif Systems (Shanghai) 688018.SS | China | $5.61B | +30% | +23% | 19% | 48.8× | 36.0% | +25.3% |
| Silicon Motion Technology Corporation Sponsored ADR SIMO | United States | $5.52B | -36% | +104% | 21% | 8.4× | n/a | n/a |
| Sigmastar Technology 301536.SZ | China | $5.41B | +4% | +99% | 31% | n/a | 19.6% | +20.0% |
| GalaxyCore 688728.SS | China | $5.41B | +1% | +16% | 3% | 86.7× | 28.8% | +3.8% |
| GRINM Semiconductor Materials 688432.SS | China | $6.34B | +131% | +36% | 19% | 161.4× | n/a | n/a |
| FormFactor FORM | United States | $6.36B | -45% | +29% | 21% | 19.7× | 22.4% | +2.5% |
| Hubei Feilihua Quartz Glass 300395.SZ | China | $5.35B | -38% | +50% | 24% | 52.7× | n/a | n/a |
| Unigroup Guoxin Microelectronics 002049.SZ | China | $6.37B | -35% | -1% | 18% | 25.5× | 24.4% | +13.5% |
| Impinj PI | United States | $5.28B | +12% | +8% | -1% | 62.6× | 47.2% | +21.1% |
| Allegro MicroSystems ALGM | United States | $5.25B | -42% | +28% | 9% | 22.1× | 45.3% | +8.5% |
| Win Semiconductors 3105.TWO | Taiwan | $5.19B | -27% | +24% | 11% | 28.5× | 48.8% | -8.2% |