According to Zhitong Finance App News, Rockchip (603893.SH) released its report for the third quarter of 2026. The company achieved operating income of 4.449 billion yuan in the first three quarters, up 41.64% year on year; net profit attributable to shareholders of listed companies was 1,332 billion yuan, up 70.9% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 1,301 billion yuan, up 72.09% year on year; basic earnings per share were 3.16 yuan.
During the reporting period, the company's AIoT (end side AI) chip platform developed by leaps and bounds. The AIoT (end side AI) product line represented by robots, automotive electronics, machine vision, industrial applications, and new productivity products similar to Microduck continued to emerge. The RK182X multi-product line of the co-processor entered product launch and mass production; new products such as the RK3572 were mass-produced in the third quarter, and the company further strengthened its leading position in AIoT (end-side AI) and continued to build a deeper moat.
In the first half of 2026, the prices of storage, containment and other means of production rose all the way up, affecting the transmission from the supply chain to the terminal sales market in the third quarter. The terminal sales market was being adjusted and digested in the third quarter. There is a small percentage of built-in storage (KGD) in the company's product structure. There was a shortage of PCB raw materials in the third quarter and delivery times were lengthened; due to the large variety and fragmentation of AIoT (end side AI), the shortage of PCBs was more affected than mature industries. Delayed delivery of PCBs affected terminal product production in the third quarter. Chip orders were delayed and postponed, and it is expected that they will resume in the fourth quarter.