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Rockchip Electronics (603893) investor relations material
Rockchip Electronics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for Q1 2026 reached RMB 1.21 billion, up 36.22% year-over-year, driven by strong AIoT platform sales.
Net profit attributable to shareholders was RMB 329 million, a 57.15% increase year-over-year, setting a new Q1 record.
AIoT and new productivity products showed resilience despite rising memory prices in the terminal market.
RK3588, RK3576, and RV11 series led growth; new RK182X coprocessor series quickly adopted across industries.
Financial highlights
Operating income: RMB 1,205 million, up 36.22% year-over-year.
Net profit: RMB 329 million, up 57.15% year-over-year.
Operating cash flow: RMB 383 million, up 22.77% year-over-year.
Basic and diluted EPS: RMB 0.78, up 56% year-over-year.
Total assets at quarter-end: RMB 5.75 billion, up 2.88% from year-end 2025.
Outlook and guidance
AIoT market expected to maintain growth, with dual-track development of SoC platforms and coprocessors.
Ongoing R&D in RK18 and RK36 series; some products nearing tape-out.
Impact of continued memory price increases on the market remains to be seen.
- 2025 revenue and net profit surged to record highs, fueled by AIoT chip growth and margin gains.603893
H2 202515 Apr 2026 - Revenue and net profit soared on AIoT chip growth and global electronics market recovery.603893
H2 202417 Dec 2025 - Net profit soared 121.65% year-over-year on 45.46% revenue growth, led by AIoT market strength.603893
Q3 202528 Oct 2025 - Net profit jumped 190.61% year-over-year on record AIoT chip sales and margin expansion.603893
H1 202519 Aug 2025 - Q3 revenue and profit hit record highs, fueled by AIoT demand and new product adoption.603893
Q3 202413 Jun 2025 - Net profit surged 637% year-over-year on 46% revenue growth, led by AIoT chip sales.603893
H1 202413 Jun 2025 - Net profit soared 209.65% on 62.95% revenue growth, led by AIoT and flagship chip demand.603893
Q1 20256 Jun 2025
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