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Rockchip Electronics (603893) investor relations material
Rockchip Electronics Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
9M 2026 revenue rose 41.64% YoY to RMB 4.449bn; net income increased 70.90% to RMB 1.332bn, supported by chip demand growth.
Q3 revenue was RMB 1.573bn, up 43.57% YoY; net income was RMB 473.2m, up 90.49%.
Financial highlights
9M profit before tax reached RMB 1.459bn, up 73.06% YoY; attributable net income was RMB 1.332bn versus RMB 779.6m a year earlier.
Adjusted 9M net income, excluding non-recurring items, was RMB 1.301bn, up 72.09% YoY; non-recurring gains totaled RMB 31.3m.
9M operating cash flow was RMB 882.3m versus RMB 847.3m in 9M 2025.
Outlook and guidance
RK182X is expected to ramp in Q4; RK3572 is expected to ship at scale in Q4, adding new growth.
A new-generation co-processor is planned for release within 2026; RK3668 is approaching production, followed by RK3688.
Main-control and co-processor product lines are intended to support rising edge-AI and edge-AI model deployments and strengthen global competitiveness.
- Net profit jumped 61.73% year-over-year on 40.60% revenue growth, led by AIoT chip sales.603893
Q2 2026 - Q1 2026 net profit surged 57% on 36% revenue growth, led by strong AIoT platform sales.603893
Q1 2026 - 2025 revenue and net profit surged to record highs, fueled by AIoT chip growth and margin gains.603893
H2 2025 - Net profit soared 121.65% year-over-year on 45.46% revenue growth, led by AIoT market strength.603893
Q3 2025 - Net profit jumped 190.61% year-over-year on record AIoT chip sales and margin expansion.603893
H1 2025 - Q3 revenue and profit hit record highs, fueled by AIoT demand and new product adoption.603893
Q3 2024 - Net profit surged 637% year-over-year on 46% revenue growth, led by AIoT chip sales.603893
H1 2024 - Revenue and net profit soared on AIoT chip growth and global electronics market recovery.603893
H2 2024 - Net profit soared 209.65% on 62.95% revenue growth, led by AIoT and flagship chip demand.603893
Q1 2025
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