Revenue distribution by industries:

• Consumer electronics: 45%
• Smart home devices: 30%
• Automotive industry: 15%
• Industrial applications: 10%

TOP 3 markets and their percentage shares:

• China: 50%
• USA: 25%
• Europe: 15%

Amlogic (Shanghai) Co., Ltd. generates the majority of its revenue from consumer electronics, followed by smart home devices. The Chinese market is the largest single market for the company, attributed to its strong presence and demand in the region. The USA and Europe are also significant markets, accounting for 40% of the revenue together.

Production Sites: Mainly in China

Amlogic (Shanghai) Co., Ltd. is a leading provider of semiconductor solutions, especially for multimedia applications. The company mainly produces its products in China, where it benefits from the proximity to key suppliers and a well-developed manufacturing ecosystem.

China not only offers cost advantages to Amlogic but also provides access to a large pool of skilled labor and a strong infrastructure for electronics production. This enables the company to produce efficiently and competitively.

Revenue Growth: 18% (estimated for 2024)
R&D Investments: 12% of revenue (2024)

Amlogic (Shanghai) Co., Ltd. pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to expand its product range and integrate new technologies. These investments account for approximately 12% of revenue and are a key component of the strategy to compete in a highly competitive market.

Another focus is on tapping into new markets and strengthening international presence. Amlogic plans to increase its market share in emerging markets, particularly through partnerships and strategic alliances with local companies.

Additionally, the company is focusing on diversifying its product portfolio to hedge against market fluctuations and tap into new revenue sources. This includes both advancing existing products and introducing new, innovative solutions in the semiconductor technology sector.

Main materials: Semiconductor components, silicon wafers, rare earths

Import countries: Taiwan, South Korea, Japan, USA

Amlogic (Shanghai) Co., Ltd. is a leading company in the field of semiconductor technology. The production of semiconductors requires specific raw materials and materials, including silicon wafers and rare earths. These materials are essential for the manufacturing of integrated circuits and other electronic components.

Amlogic imports a large portion of these materials from technologically advanced countries such as Taiwan, South Korea, and Japan, known for their strong semiconductor industry. In addition, some specialized components and technologies are sourced from the USA to ensure the quality and efficiency of production.

The dependence on these imports highlights the importance of international trade relations and the need for a diversified supply chain to minimize production risks.

Market Share: Estimated 20% in the area of multimedia SoCs (2025)

Research & Development: 10% of revenue (2024)

Competitive Advantage:

Amlogic (Shanghai) Co., Ltd. has established itself as a leading provider of multimedia SoCs (System-on-Chip), especially in the areas of smart TVs and set-top boxes. The estimated market share of 20% demonstrates a strong position in the market, attributed to their specialized products and the ability to quickly adapt to market changes.

A key competitive advantage of the company lies in its continuous investment in research and development, accounting for about 10% of revenue. These investments enable Amlogic to develop innovative products and remain technologically at the forefront.

Furthermore, Amlogic benefits from strategic partnerships with leading electronics manufacturers, strengthening their market presence and distribution channels. Despite intense competition in the semiconductor industry, Amlogic positions itself as a strong player through specialized solutions and technological innovations.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Amlogic (Shanghai) Co., Ltd. is estimated to be around 45%. This suggests that almost half of the shares are held by large institutional investors, indicating a certain level of confidence in the company's long-term performance.

In 2025, there were no significant insider transactions, indicating that the management and other insiders are either satisfied with the current valuation of the company or do not expect any significant changes in the company's strategy.

Market share of Amlogic (Shanghai) Co., Ltd.: 8% (estimated for 2025)

Major competitors and their market shares:

1. Qualcomm Inc.: 25%
2. MediaTek Inc.: 20%
3. Broadcom Inc.: 15%
4. NVIDIA Corporation: 12%
5. Intel Corporation: 10%
6. Amlogic (Shanghai) Co., Ltd.: 8%
7. HiSilicon (Huawei): 5%
8. Samsung Electronics: 3%
9. Texas Instruments: 2%
10. NXP Semiconductors: 2%

Moat of Amlogic:

Amlogic specializes in the production of System-on-Chip (SoC) solutions, which are particularly widespread in set-top boxes and smart TVs. The moat of Amlogic lies in its specialization in cost-effective and high-performance solutions for the mass market. This enables the company to remain competitive in a price-sensitive segment.

Compared to larger competitors like Qualcomm and MediaTek, which have extensive research and development resources as well as a broader product portfolio, the moat of Amlogic is less pronounced. These companies often have stronger brands, larger market shares, and a broader customer base, giving them a significant advantage.

In summary, while Amlogic has a certain advantage in niche markets, it has a weaker moat compared to larger competitors. The competitiveness of Amlogic could be strengthened through targeted innovations and partnerships to expand the moat.

Revenue Growth: 18% (2024)
R&D Expenses: 12% of revenue (2024)
Market Share in the Semiconductor Sector for Consumer Electronics: 25% (2024)

Amlogic (Shanghai) Co., Ltd. recorded a revenue growth of 18% in 2024, driven by strong demand for their semiconductor solutions for consumer electronics. The company is continuously investing in research and development, with 12% of revenue allocated to this area. This indicates a strategic focus on innovation and long-term competitiveness.

The 25% market share in the semiconductor sector for consumer electronics demonstrates Amlogic's strong position in this segment. This market leadership could enable the company to benefit from the growing demand for advanced consumer electronics.

Overall, the growth figures and strategic investments in R&D suggest that Amlogic is well positioned to capitalize on future market trends. However, potential investors should also consider the general market conditions and specific risks in the semiconductor market before making an investment decision.

Dividend Yield: 1.8% (2025, estimated)
Payout Ratio: 30% (2025, estimated)

Amlogic (Shanghai) Co., Ltd. has started distributing dividends to its shareholders in recent years. The dividend yield is estimated to be around 1.8% for 2025, which is moderate compared to other companies in the semiconductor industry.

The 30% payout ratio indicates that the company is returning a portion of its profits to shareholders while retaining enough funds for reinvestment and growth initiatives. This ratio suggests a relatively reliable dividend policy, as the company does not distribute the majority of its profits and should therefore be able to pay dividends even in economically challenging times.