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← CockpitCompetitor Analysis › 688486.SS Lontium Semiconductor Corporation Class AOpen in the cockpit ↗

Lontium Semiconductor Corporation Class A688486.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Fabless designer of video-interface bridge chips (HDMI, DisplayPort, MIPI) for TVs, monitors, laptops and cameras.

≈ A small Chinese video-interface chip designer, similar niche to Parade TechnologiesMomentum neutral 45
Mkt cap
$1.14B
US dollars, full cap
Free float
56%
of shares outstanding
$/day
$30.0M
20-day average traded
Fwd P/E
27.9×
forward earnings
ROIC−WACC
+13.9 pp
WACC 10.9%
Hurdle
n/a
no reverse DCF
Next earnings
140 days
26 Mar 2027
Close · CNYCN¥41.00
1D-5.8%
1W+9.2%
1M-9.9%
3M-3.0%
6M-27.9%
YTD-22.8%
1Y-13.1%
ATR %7.8%
52w lowhigh40.0% off high

What Lontium Semiconductor does

Fabless designer of video-interface bridge chips (HDMI, DisplayPort, MIPI) for TVs, monitors, laptops and cameras.

In one line: A small Chinese video-interface chip designer, similar niche to Parade Technologies.

Products and services

  • HDMI/DisplayPort bridge chips
  • MIPI interface chips
  • Video conversion chips

Customers

  • TV / monitor / laptop OEMs
  • Camera and AV equipment makers

Where it sits in the supply chain

  • Semiconductors
  • Fabless IC design
  • Video interface / display bridge chips

What could go right

  • Display resolution upgrade cycle (4K/8K)
  • Automotive cockpit display growth

What could go wrong

  • Intense interface-chip price competition
  • Consumer electronics demand cyclicality

Moat: none (process know-how). Fabless interface-chip designer in a competitive niche against larger global interface IC makers.

Headquarters: Shanghai, China · Employees: 256

Named competitors

Lontium Semiconductor at a glance

Size Lontium Semiconductor (688486.SS) is a China Information Technology company (Semiconductors) with a market value of $1.14B, the 2054th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥41.00 on 6 Nov 2026.

Performance Over six months the shares fell 27.9%, against -34.4% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue grew 19.3% over the last twelve months (peer median +11.3%); the operating margin is 22.6% (peer median 1.6%).

Valuation It trades at 27.9× forward earnings against a peer median of 37.8× (5th cheapest of 14).

Capital Return on invested capital runs 13.9 points above its cost of capital (10.9% WACC).

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

Relative performance

8010011 May 202611 Aug 20266 Nov 2026688486.SS 73Peer median 66
Six months, rebased to 100: Lontium Semiconductor against the median of its 20 peers (local-currency closes).

Lontium Semiconductor financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥623MCN¥565MCN¥463MCN¥322MCN¥240M
Revenue growth—+22%+44%+34%—
Gross profitCN¥324MCN¥279MCN¥236MCN¥154MCN¥134M
EBITDAn/aCN¥168MCN¥133MCN¥83.1MCN¥71.6M
Net incomeCN¥165MCN¥172MCN¥144MCN¥103MCN¥69.2M
Free cash flow-CN¥6.43MCN¥54.0MCN¥121MCN¥81.3MCN¥28.0M
Capital expenditureCN¥141MCN¥84.7MCN¥28.8MCN¥33.6MCN¥12.6M
Total debtCN¥0CN¥293,825CN¥937,003CN¥1.04MCN¥1.48M

Quarterly statements and history in the cockpit →

Lontium 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

-60%-40%-20%0%+20%-60%-40%-20%0%UTLSOLAR06003003276882622726688584067310688662002079300053688508600360491930109544011035834991688486.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Lontium Semiconductor is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%+150%0×200×400×UTLSOLAR30032768826268858406731068866268850830070830109544011035834991688486.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lontium Semiconductor is the large dot.

Lontium Semiconductor competitors and peer comparison

Head to head with its named competitors (688486.SS vs 4966.TWO vs 2379.TW vs 3034.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Lontium Semiconductor 688486.SS$1.14B-28%+19%23%27.9×n/a
Parade Technologies 4966.TWO$915M-31%-3%14%13.2×3.8%
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%
Synaptics SYNA$4.63B-7%+11%-3%21.6×34.6%

How Lontium 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.

Lontium Semiconductor against its 20 peers (data as of 6 Nov 2026)
Measure688486.SSPeer medianRank in peer set
1-month return-9.9%-20.0%5th highest of 21
6-month return-27.9%-34.4%7th highest of 20
Distance from 52-week high-40.0%-58.1%3rd highest of 21
Revenue growth (TTM)+19.3%+11.3%7th highest of 21
Operating margin22.6%1.6%highest of 21
Forward P/E27.9×37.8×5th cheapest of 14
ROIC minus cost of capital+13.9 pp-8.6 pp4th highest 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
Lontium Semiconductor 688486.SSChina$1.14B-28%+19%23%27.9×n/an/a
BASiC Semiconductor 9971.HKHong Kong$1.15Bn/a+4%-104%n/an/an/a
Fujiyama Power Systems UTLSOLAR.NSIndia$1.14B+23%+72%17%18.6×n/an/a
Axera Semiconductor 0600.HKHong Kong$1.15B-34%+19%-135%n/an/an/a
Sino Wealth Electronic 300327.SZChina$1.13B-18%+7%1%25.7×58.7%+4.9%
CCore Technology 688262.SSChina$1.13B-43%+104%-51%372.5×n/an/a
Epiworld International 2726.HKHong Kong$1.17B-34%-21%-11%n/a42.8%+17.4%
Wafer Works (Shanghai) 688584.SSChina$1.11B-6%-1%7%74.8×n/an/a
Hana Micron 067310.KSSouth Korea$1.18B-39%+54%14%6.1×0.4%+23.3%
Guangdong Fuxin Technology 688662.SSChina$1.10B+19%+15%13%73.2×n/an/a
Suzhou Good-Ark Electronics 002079.SZChina$1.10B-31%+12%2%42.7×32.5%+17.1%
Zhuhai Aerospace Microchips Science & Technology 300053.SZChina$1.10B-40%+10%-114%n/an/an/a
Wuxi Chipown Micro-electronics 688508.SSChina$1.09B-35%+12%-4%36.1×n/an/a
Eastcompeace Technology 002017.SZChina$1.08B-34%+4%10%n/a30.4%+4.5%
Jilin Sino-Microelectronics 600360.SSChina$1.21B-15%+11%3%n/an/an/a
Nuvoton Technology 4919.TWTaiwan$1.22B-46%0%-5%n/an/an/a
Focus Lightings Tech 300708.SZChina$1.07B-14%-38%9%28.6×n/an/a
Semitronix 301095.SZChina$1.07B-35%+29%0%59.8×58.0%+42.7%
FADU 440110.KSSouth Korea$1.23B-58%+137%-9%44.5×43.1%+156.1%
Scientech 3583.TWTaiwan$1.07B-46%+9%14%16.0×10.4%+26.0%
GCS 4991.TWOTaiwan$1.06B-61%+52%20%37.8×39.2%+8.2%

Questions

Who are Lontium Semiconductor's main competitors?
Named competitors: Parade Technologies (4966.TWO), Realtek Semiconductor (2379.TW), Novatek Microelectronics (3034.TW), Synaptics (SYNA). The cockpit's measured peer set (industry) also includes BASiC Semiconductor (9971.HK), Fujiyama Power Systems (UTLSOLAR.NS), Axera Semiconductor (0600.HK), Sino Wealth Electronic (300327.SZ), CCore Technology (688262.SS), Epiworld International (2726.HK).
Is Lontium Semiconductor expensive compared with its peers?
On forward p/e it trades at 27.9× against a peer median of 37.8×, 5th cheapest of 14 in its peer set.
How has Lontium Semiconductor stock performed?
Over six months to 6 Nov 2026 the shares returned -27.9% against -34.4% for the median peer; over one year -13.1%.

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.