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← CockpitCompetitor Analysis › 688261.SS Suzhou Oriental Semiconductor Company Limited Class AOpen in the cockpit ↗

Suzhou Oriental Semiconductor Company Limited Class A688261.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Makes power semiconductor devices (MOSFETs, IGBTs, SiC) for power supplies, motor drives and EV charging.

≈ A small Chinese power-discrete/SiC maker, in Infineon/onsemi's nicheMomentum laggard 16
Mkt cap
$994M
US dollars, full cap
Free float
50%
of shares outstanding
$/day
$27.8M
20-day average traded
Fwd P/E
38.3×
forward earnings
ROIC−WACC
-13.0 pp
WACC 13.7%
Hurdle
n/a
no reverse DCF
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥53.97
1D-3.9%
1W+4.8%
1M-21.1%
3M-16.0%
6M-26.5%
YTD-34.2%
1Y-24.4%
ATR %7.7%
52w lowhigh52.9% off high

What Suzhou Oriental Semiconductor does

Makes power semiconductor devices (MOSFETs, IGBTs, SiC) for power supplies, motor drives and EV charging.

Designs power semiconductors and has outside foundries make them, selling to power-supply, motor-drive and charger makers who qualify each part into their products. MOSFETs, switches that control power flow, carry the business, with IGBTs and silicon-carbide devices being added.

In one line: A small Chinese power-discrete/SiC maker, in Infineon/onsemi's niche.

Products and services

  • GreenMOS / SGT MOSFET
  • IGBT products
  • SiC power devices

Customers

  • Power supply makers
  • Motor drive / inverter makers
  • EV charging equipment makers

Where it sits in the supply chain

  • Semiconductors
  • IDM/fabless power devices
  • MOSFET, IGBT, SiC power devices

What could go right

  • EV charging/motor drive power device demand
  • China power-semi substitution

What could go wrong

  • Commoditized power-device pricing
  • Cyclical capex-heavy business

Moat: narrow (IP / patents, process know-how). Co-invented the semi-floating-gate transistor (SFGT) with Fudan University, giving some technology differentiation.

Headquarters: Suzhou, China · Founded: 2008 · Employees: 207

Named competitors

Suzhou Oriental Semiconductor at a glance

Size Suzhou Oriental Semiconductor (688261.SS) is a China Information Technology company (Semiconductors) with a market value of $994M, the 2308th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥53.97 on 6 Nov 2026.

Performance Over six months the shares fell 26.5%, against -24.8% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 18.4% over the last twelve months (peer median +5.8%); the operating margin is -0.3% (peer median 3.4%).

Valuation It trades at 38.3× forward earnings against a peer median of 28.6× (5th most expensive of 14).

Capital Return on invested capital runs 13.0 points below its cost of capital (13.7% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

7510012511 May 202611 Aug 20266 Nov 2026Peer median 73688261.SS 72
Six months, rebased to 100: Suzhou Oriental Semiconductor against the median of its 20 peers (local-currency closes).

Suzhou Oriental Semiconductor financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.52BCN¥1.25BCN¥1.00BCN¥972MCN¥1.11B
Revenue growth—+25%+3%-13%—
Gross profitCN¥290MCN¥186MCN¥129MCN¥213MCN¥371M
EBITDAn/aCN¥15.9MCN¥3.82MCN¥104MCN¥287M
Net incomeCN¥119MCN¥46.2MCN¥40.2MCN¥140MCN¥284M
Free cash flow-CN¥115M-CN¥289M-CN¥94.2MCN¥6.72MCN¥138M
Capital expenditureCN¥72.4MCN¥123MCN¥32.3MCN¥75.2MCN¥10.9M
Total debtCN¥128MCN¥62.8MCN¥23.2MCN¥36.5MCN¥25.2M

Quarterly statements and history in the cockpit →

Suzhou Oriental Semiconductor 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

-50%-40%-30%-20%-10%-40%-20%0%245868813509846000210461166882300005416007703008423004936883816887906019086885916884394991AMBQ3583301095300708688261.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Suzhou Oriental Semiconductor is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%0×100×200×2458688135098460611600054130084230049368859168843949913583301095300708688261.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Suzhou Oriental Semiconductor is the large dot.

Suzhou Oriental Semiconductor competitors and peer comparison

Head to head with its named competitors (688261.SS vs 600460.SS vs 603290.SS vs IFX.DE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Suzhou Oriental Semiconductor 688261.SS$994M-27%+18%0%38.3×n/a
Hangzhou Silan Microelectronics 600460.SS$5.93B-18%+12%2%41.1×n/a
StarPower Semiconductor 603290.SS$2.50B-33%+4%1%76.8×26.3%
Infineon Technologies IFX.DE$66.8B-33%+6%13%26.0×30.2%
ON Semiconductor ON$24.6B-39%+3%19%14.3×20.0%

How Suzhou Oriental Semiconductor 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 Oriental Semiconductor against its 20 peers (data as of 6 Nov 2026)
Measure688261.SSPeer medianRank in peer set
1-month return-21.1%-16.5%8th lowest of 21
6-month return-26.5%-24.8%10th lowest of 21
Distance from 52-week high-52.9%-48.5%9th lowest of 21
Revenue growth (TTM)+18.4%+5.8%9th highest of 21
Operating margin-0.3%3.4%9th lowest of 21
Forward P/E38.3×28.6×5th most expensive of 14
ROIC minus cost of capital-13.0 pp-4.3 pp5th lowest of 21

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 Oriental Semiconductor 688261.SSChina$994M-27%+18%0%38.3×n/an/a
ELAN Microelectronics 2458.TWTaiwan$996M-18%-8%21%19.1×-2.8%-4.0%
Guangdong Leadyo IC Testing 688135.SSChina$990M-23%+28%6%236.1×n/an/a
Koh Young Technology 098460.KSSouth Korea$987M-49%+57%15%25.1×20.5%+5.3%
Hengbao 002104.SZChina$977M-35%-17%-9%n/an/an/a
Hannstar Display 6116.TWTaiwan$1.01B+43%+4%-25%18.4×14.9%-10.2%
Shanghai Prisemi Electronics 688230.SSChina$970M-23%+31%19%n/a31.1%+1.3%
Foshan Electrical and Lighting 000541.SZChina$967M-8%-3%-2%22.5×n/an/a
Jiangsu Zongyi 600770.SSChina$961M-35%+64%-4%n/a43.6%+4.7%
Wuxi DK Electronic Materials 300842.SZChina$1.03B-48%+36%4%34.2×n/an/a
Shanghai Fortune Techgroup 300493.SZChina$1.04B-15%+3%3%59.6×35.9%+15.8%
Dioo Microcircuits Co., Ltd. Jiangsu 688381.SSChina$948M-15%-18%-46%n/an/an/a
Beijing OnMicro Electronics 688790.SSChina$1.04B-51%-10%-16%n/a41.4%+26.8%
Beijing Jingyuntong Technology 601908.SSChina$1.05B-26%-32%-49%n/a-5.1%-5.1%
Telink Semiconductor (Shanghai) 688591.SSChina$1.05B-15%+7%4%82.2×n/an/a
Guizhou Zhenhua Fengguang Semiconductor 688439.SSChina$1.05B-28%-39%4%14.9×18.6%+16.1%
GCS 4991.TWOTaiwan$1.06B-61%+52%20%37.8×39.2%+8.2%
Ambiq Micro AMBQUnited States$933M-13%+32%-43%n/an/an/a
Scientech 3583.TWTaiwan$1.07B-46%+9%14%16.0×10.4%+26.0%
Semitronix 301095.SZChina$1.07B-35%+29%0%59.8×58.0%+42.7%
Focus Lightings Tech 300708.SZChina$1.07B-14%-38%9%28.6×n/an/a

Questions

Who are Suzhou Oriental Semiconductor's main competitors?
Named competitors: Hangzhou Silan Microelectronics (600460.SS), StarPower Semiconductor (603290.SS), Infineon Technologies (IFX.DE), ON Semiconductor (ON). The cockpit's measured peer set (industry) also includes ELAN Microelectronics (2458.TW), Guangdong Leadyo IC Testing (688135.SS), Koh Young Technology (098460.KS), Hengbao (002104.SZ), Hannstar Display (6116.TW), Shanghai Prisemi Electronics (688230.SS).
Is Suzhou Oriental Semiconductor expensive compared with its peers?
On forward p/e it trades at 38.3× against a peer median of 28.6×, 5th most expensive of 14 in its peer set.
How has Suzhou Oriental Semiconductor stock performed?
Over six months to 6 Nov 2026 the shares returned -26.5% against -24.8% for the median peer; over one year -24.4%.

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.