On the evening of October 26, Rockchip (603893.SH) officially released its 2026 third-quarter report. The filing shows that over the first three quarters the company achieved revenue of RMB 4.449 billion, up 41.64% year-on-year; net profit attributable to shareholders reached RMB 1.332 billion, up 70.90%; non-GAAP net profit was RMB 1.301 billion, up 72.09%; and basic earnings per share stood at RMB 3.16. The market-anticipated earnings pre-announcement has now been fully delivered.
By quarter, Q3 alone generated revenue of RMB 1.573 billion, up 43.57% year-on-year, with net profit of RMB 473 million, up more than 90%. The company said that buoyed by warming on-device AIoT demand, chip shipments kept growing across scenarios such as robotics, machine vision and smart cockpits. However, extended PCB delivery cycles pushed some orders into Q4, weighing on the quarter-on-quarter comparison; with new products releasing intensively, Q4 operations are expected to recover.
Viewed from the industry landscape, on-device AI is moving from storytelling to delivering results: the earlier collective pre-announcements from nine companies including Rockchip, Amlogic and Allwinner signaled the trend, and this formal Q3 report further confirms the ramp-up pace of domestic SoC vendors amid the AIoT wave. Compute sinking to the device side is reshaping the demand structure for embedded processors — from a single main controller toward a dual-chip “main SoC + NPU co-processor” architecture, with both mid-to-high-end and mid-range markets expanding in parallel.
For Junyi Microelectronics, this trend aligns closely with our market focus. Junyi’s core boards J-3568/J-3576/J-3588, built on the Rockchip platform, have been widely deployed in industrial control and smart-cockpit projects, while the accompanying K-series edge AI boards provide a stable compute foundation for on-device AI inference. The upstream platform vendor’s earnings delivery means chip supply, ecosystem tooling and long-term supply commitments are all more assured — adding certainty to the continuous evolution of Junyi’s core boards and edge computing hosts (5G-EDGE-3399Pro/AI-BOX-3588).
Source: http://finance.sina.cn/2026-10-26/detail-iniwqpfh2384097.d.html (2026-10-26)