Nine A-share companies — Hygon, MetaX, Fudan Microelectronics, Rockchip, Amlogic, Allwinner, SigmaStar, Actions Micro and Quectel — have all issued positive earnings previews for the first three quarters of 2026, East Money reported on October 22. Spanning both compute silicon and on-device AI, the synchronized beat sends a clear prosperity signal through the industry.
Edge-SoC vendors stand out. Rockchip expects attributable net profit of RMB 1.31-1.35 billion for January-September as its AIoT (on-device AI) platform expands in both depth and breadth: robotics, automotive electronics, machine vision and industrial product lines kept growing rapidly, the RK182X coprocessor family entered mass production across multiple product lines, and new parts such as the RK3572 began volume production in Q3. Amlogic’s Q3 net profit jumped roughly 220% year on year, with set-top-box SoC shipments firmly first worldwide and smart-TV SoC gains at major global brands — expected to reach one-third of the global market this year. Allwinner covers AI glasses, smart speakers, automotive and industrial control; SigmaStar and Actions Micro are entrenched in machine vision and edge AIoT SoCs; Quectel rides the “on-device AI plus connectivity” module wave. Compute-chip names Hygon, MetaX and Fudan Micro echo the edge story across the full chain from cloud training to edge inference.
From an industry perspective, the synchronized earnings beat is no accident — it marks on-device AI’s entry into a volume-shipping cycle, with domestic SoCs achieving a twin breakthrough of mid-to-high-end replacement and scenario expansion. Demand spillover across smartphones and PCs, automotive electronics and the industrial edge, combined with platformization and ecosystem scale effects, is accelerating the release. For downstream device makers and solution providers, upstream volume production means steadier supply, faster iteration and more competitive total cost — the domestic computing chain is entering a harvest phase from single-point breakthroughs to broad prosperity.
As a deep Rockchip ecosystem partner, Junyi Microelectronics builds all five of its product lines — J-series system-on-modules, K-series edge intelligent mainboards, edge computing hosts, compact industrial PCs and touch panel PCs — on domestic SoC platforms. Mass production of new generations such as the RK3576 and RK3588 widens the compute options in its roadmap, while industrial-grade component selection and long-term supply strategies convert the upstream boom into delivery certainty for customers’ mass-production programs.