Rockchip Electronics (603893) Q3 2026 earnings summary

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.