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Leading domestic AIoT chip design firm Rockchip Microelectronics Co., Ltd. has delivered its best historical performance report, as the wave of AI edge applications deeply reshapes its business landscape.
The company achieved operating revenue of 4.402 billion yuan in 2025, a year-over-year increase of 40.36%. Net profit attributable to shareholders of the listed company was 1.04 billion yuan, up 74.82% year-over-year. Both core indicators have hit all-time highs. Gross margin increased by 4.36 percentage points compared to the same period last year to reach 41.95%, demonstrating dual drivers of scale expansion and product structure optimization.
Following this performance breakthrough, the company announced a significant increase in cash dividend payouts. For the 2025 fiscal year, it plans to distribute a cash dividend of 15.00 yuan per 10 shares (including tax) to all shareholders, totaling approximately 631 million yuan. This represents 60.72% of the net profit attributable to shareholders of the listed company for the year, a payout ratio far exceeding previous years.
The company has officially established a dual-track development path of &#34;SoC + Co-processor,&#34; with simultaneous breakthroughs in its AIoT SoC chip platform across multiple key product lines. In the third quarter of 2025, it released the world's first 3D architecture edge computing co-processor, the RK182X.
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<h2>Revenue Growth: Automotive Electronics and Robotics Drive Multi-Line Explosion</h2>
The core driver behind this high growth is the simultaneous breakthrough of the company's AIoT SoC chip platform, represented by models such as RK3588, RK3576, and the RV11 series, across multiple key product lines.
By product line, smart application processor chips generated revenue of 3.927 billion yuan for the full year, a 41.65% year-over-year increase, accounting for 89.21% of main business revenue, making them the absolute powerhouse of revenue growth. Revenue from analog-digital mixed chips reached 360 million yuan, up 25.98% year-over-year. Total integrated circuit sales volume for the year reached 197.81 million units, a 33.63% increase year-over-year.
By region, domestic revenue was 2.452 billion yuan, up 51.52% year-over-year; overseas revenue was 1.949 billion yuan, up 28.41% year-over-year. Both domestic and international markets achieved rapid expansion, with domestic growth being particularly prominent.
In specific application areas, the company's products have been mass-produced in hundreds of vehicle models from automakers including BYD, GAC, SAIC, Changan, and NIO. In the robotics sector, chip shipment volumes for various forms including humanoid robots, industrial robots, and service robots continue to expand, with market share firmly ranking among the industry leaders.
<h2>Strategic Leap: &#34;SoC + Co-processor&#34; Dual Track Opens New Era of Edge AI</h2>
2025 marked a critical year for Rockchip's strategic transformation. The company officially established a dual-track development path of &#34;SoC + Co-processor.&#34; SoCs focus on general-purpose computing, while co-processors specialize in edge large model inference and multi-modal fusion, using flexible combinations to precisely cover the multi-layered computing power demands of the AIoT 2.0 era.
A landmark achievement in the co-processor direction is the release of the world's first 3D architecture edge computing co-processor, the RK182X, in the third quarter of 2025. Based on an innovative 3D stacking architecture, this product stacks high-performance memory chips directly onto a self-developed high-computing-power NPU. The company states that it achieves three times the performance and six times the energy efficiency ratio of benchmark products in similar markets.
Less than half a year after the launch of the RK182X, it had entered more than a dozen industries and hundreds of projects, supporting over 30 mainstream edge AI large models including Tongyi Qianwen, Zhipu, and Tencent Hunyuan. Terminal products equipped with this solution are scheduled to hit the market in the first quarter of 2026.
The SoC product line continued to mature simultaneously. The company launched the new generation 4K general-purpose visual processor RV1126B and audio processor RK2116, completed the design and tape-out of the mid-range processor RK3572, and developed and launched the streaming media processor RK3538.
The RK3572, together with the RK3588 and RK3576, builds a complete product tier ranging from &#34;flagship-high-end-mid-range&#34; under the 8nm advanced process node.
<h2>R&amp;D Investment: High-Intensity Spending Safeguards Technological Leadership</h2>
In 2025, the company invested 684 million yuan in R&amp;D expenses, a 21.19% year-over-year increase, accounting for 15.53% of operating revenue, all of which was expensed. The growth in R&amp;D expenditure mainly came from employee compensation and project investments. Employee compensation reached 512 million yuan, accounting for 74.9% of total R&amp;D expenses.
As of December 31, 2025, the company employed a total of 1,029 people, with 799 being R&amp;D personnel, representing a proportion of 77.65%. Among the R&amp;D team, employees with a master's degree or higher accounted for 41.01%, and those aged 40 and under accounted for 78.23%, showing characteristics of high specialization and youthfulness.
Regarding intellectual property accumulation, the company has cumulatively applied for 1,395 patents, including 1,337 invention patents. It has obtained authorization for 761 patents, holds 273 software copyrights, and 76 layout design rights.
<h2>Outlook: Scaling Production Window for AIoT 2.0</h2>
Company management remains optimistic about growth prospects for 2026, defining it as &#34;the critical period when emerging edge hardware transitions from product R&amp;D to mass production shipments.&#34;
At the product level, the company plans to focus on advancing the R&amp;D of the next-generation co-processor RK1860, while fully pushing forward the R&amp;D of new flagship chips RK3668 and RK3688, aiming to create the core performance growth engine for the next cycle of growth.
In terms of ecosystem construction, relying on over 5,000 global customers, the company aims to convert hardware computing power advantages into a platform barrier spanning the entire &#34;perception-decision-control-execution&#34; chain by opening up toolchains and jointly building an industrial ecosystem with AI foundation model companies and algorithm companies.
WSTS forecasts that the global semiconductor market size will reach $975 billion in 2026, a 26.3% year-over-year increase. The Chinese market is expected to grow even faster at 31.26%, providing a favorable external environment for the overall industry's prosperity.

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In 2025, Rockchip reported revenue of 4.4 billion yuan, up 40%; net profit reached 1.04 billion yuan, a 75% increase, achieving all-time highs in both metrics. Gross margin jumped to 42%, and the company announced that over 60% of its net profit would be distributed as cash dividends. The company's AIoT SoC chip platform achieved breakthroughs across multiple key product lines, and it launched the world's first 3D architecture edge computing co-processor, the RK182X

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Rockchip 2025 Revenue Grows 40%, Net Profit Surges 75%, Hits All-Time Highs on Both Fronts, AI Edge Deployment Accelerates | Earnings Insights