Rockchip's revenue in 2025 grows by 40%, net profit increases by 75%, both reaching historic highs; accelerated realization of AI edge deployment｜Financial Report Insights

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Rockchip Electronics Co., Ltd., a domestic leading AIoT chip design enterprise, has delivered its best-ever performance report, as the wave of edge AI applications is deeply reshaping its business landscape.

In 2025, the company achieved operating revenue of 4.402 billion yuan, a year-on-year increase of 40.36%, and a net profit attributable to shareholders of listed companies of 1.04 billion yuan, a year-on-year increase of 74.82%. Both core indicators reached historical highs. The gross profit margin increased by 4.36 percentage points over the previous year to 41.95%, demonstrating the dual drive of scale expansion and product structure optimization.

Along with the breakthrough in performance, the company announced a significantly enhanced cash dividend. For 2025, it plans to distribute a cash dividend of 15.00 yuan (tax included) per 10 shares to all shareholders, totaling 631 million yuan, accounting for 60.72% of the year's net profit attributable to shareholders, far surpassing previous years’ distribution levels.

The company has officially established a "SoC + Coprocessor" dual-track parallel development path, with simultaneous breakthroughs of the AIoT SoC chip platform in several key product lines. In Q3 2025, the world’s first 3D architecture edge-side computing coprocessor, the RK182X, was released.

Revenue Growth: Automotive Electronics and Robotics Drive Multiple Booms

The core driving force behind this round of high growth is the simultaneous breakthroughs of the company’s AIoT SoC chip platforms, represented by the RK3588, RK3576, and RV11 series, in several key product lines.

By product, intelligent application processor chips achieved annual revenue of 3.927 billion yuan, a year-on-year increase of 41.65%, accounting for 89.21% of main business income, the principal engine of revenue growth. The analog-digital mixed chips recorded revenue of 360 million yuan, a year-on-year growth of 25.98%. Annual integrated circuit sales reached 197.81 million units, a year-on-year increase of 33.63%.

By region, domestic revenue reached 2.452 billion yuan, a year-on-year increase of 51.52%; overseas revenue reached 1.949 billion yuan, up 28.41%, marking rapid expansion in both domestic and foreign markets, with domestic growth even more remarkable.

In specific application fields, the company's products have already been mass-produced in hundreds of vehicle models for automakers such as BYD, GAC, SAIC, Changan, NIO, etc.; in robotics, the shipment of chips for various forms—humanoid robots, industrial robots, and service robots—continues to expand, with market share firmly in the industry forefront.

Strategic Leap: "SoC + Coprocessor" Dual Track Launches a New Cycle for Edge AI

2025 is a crucial year marking Rockchip’s clear product strategy transformation. The company officially established the dual-track “SoC + Coprocessor” development path. SoCs focus on general-purpose computing, coprocessors specialize in edge-side large model inference and multimodal fusion, providing flexible combinations to precisely cover the multi-level computing needs of the AIoT 2.0 era.

A landmark achievement in coprocessors is the Q3 2025 launch of the world’s first 3D architecture edge-side computing coprocessor, the RK182X. Based on an innovative 3D stacking architecture, it directly stacks high-performance memory chips atop a self-developed high-power NPU. The company claims it delivers 3x the performance and 6x the energy efficiency compared to peer products in the market.

Within half a year after the release of RK182X, it has entered more than a dozen industries and hundreds of projects, supporting over 30 mainstream edge-side large AI models including Tongyi Qianwen, Zhipu, and Tencent Hunyuan. End products equipped with this solution are expected to be launched in Q1 2026.

The SoC product line is also continually improving. The company released the new generation 4K general-purpose vision processor RV1126B, the audio processor RK2116, completed design and tape-out of the mid-range processor RK3572, and developed the streaming media processor RK3538.

The RK3572, R3588, and RK3576 together form a complete product hierarchy of "flagship-high-end-midrange" under the advanced 8nm process.

R&D Investment: Intensive Input Safeguards Technological Leadership

In 2025, the company's R&D expenses totaled 684 million yuan, a year-on-year increase of 21.19%, accounting for 15.53% of operating revenue, all expensed. The growth mainly came from staff compensation and project investment, with staff salaries reaching 512 million yuan, accounting for 74.9% of total R&D expenses.

As of December 31, 2025, the company had 1,029 employees, with 799 in R&D, accounting for 77.65%. Among the R&D team, 41.01% have a master's degree or above, and 78.23% are aged 40 or below, reflecting a highly specialized and youthful profile.

In terms of intellectual property accumulation, the company has submitted 1,395 patent applications in total, including 1,337 invention patents, received 761 authorized patents, 273 software copyrights, and 76 layout design rights.

Outlook: Window for Large-Scale Mass Production Towards AIoT 2.0

The company’s management holds an optimistic view on growth prospects for 2026, defining it as a "key phase from product R&D to mass shipment for emerging edge hardware".

At the product level, the company plans to focus on developing the next-generation coprocessor RK1860, as well as making every effort to promote the development of new flagship chips RK3668 and RK3688, aiming to build the core growth engines for the next cycle.

At the ecosystem level, by leveraging over 5,000 global clients and building the industrial ecosystem through open toolchains, joint endeavours with AI foundation model and algorithm companies, the company strives to transform hardware computing power into a platform moat that runs through the complete "perception–decision–control–execution" pipeline.

WSTS forecasts the global semiconductor market size in 2026 will reach $975 billion, a year-on-year growth of 26.3%, with the Chinese market expected to grow even faster at 31.26%, providing a favorable external environment for the company.

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