TREE NEWS update: Amlogic forecasts revenue of RMB 7.08-7.18 billion for the first three quarters of 2026, up 39.61%-41.59% year on year, with net profit attributable to shareholders up 80.58%-87.74%. Third-quarter revenue is seen at RMB 2.689-2.789 billion, up 54.45%-60.19% year on year, and Q3 net profit at RMB 649-699 million, up 222.67%-247.52%. The company said its smart set-top-box SoC shipments rank first globally and its smart TV SoC chips are being adopted by major global brands; it preliminarily expects full-year revenue to top RMB 10 billion.
Amlogic expects 2026 nine-month net profit up 80.58%-87.74%, full-year revenue above RMB 10B
AI take
The profit growth here is running roughly twice the revenue growth, which points to margin expansion rather than pure volume — a notable shift for a chipmaker tied to set-top boxes, a category many had written off as mature. The signal worth noting is the smart TV SoC adoption by major global brands, since that moves Amlogic from a single-product story into a broader consumer silicon position. Whether that design-win momentum carries into full-year revenue above the RMB 10 billion mark is the open question.
Generated by AI for reference only.
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