Revenue distribution by industry:

• Semiconductors: 60%
• Consumer Electronics: 25%
• Automotive: 15%

TOP 3 markets and their percentage shares:

• China: 50%
• USA: 20%
• Europe: 15%

Allwinner Technology Co., Ltd. generates the majority of its revenue from the semiconductor industry, which is attributed to its strong position in the development of System-on-Chip (SoC) solutions. Consumer electronics and the automotive sector also contribute significantly to the revenue, with the demand for integrated circuits in these areas steadily increasing.

The Chinese market is the largest for Allwinner, which is not surprising as the company is based there and benefits from strong local demand. The USA and Europe follow as important markets, together accounting for 35% of the revenue. This demonstrates the international reach and strategic importance of these regions for the company.

Production Sites: Mainly in China

Allwinner Technology Co., Ltd. mainly produces its products in China. The company is known for manufacturing semiconductors and System-on-Chip (SoC) solutions, which are primarily used in tablets, multimedia devices, and other electronic products. Production in China allows Allwinner to benefit from the cost-effective production facilities there and the proximity to other electronics manufacturers.

Focus on AI and IoT: Allwinner Technology Co., Ltd. has strategically focused on developing solutions in the field of Artificial Intelligence (AI) and Internet of Things (IoT).

Expansion of product range: The company plans to expand its product range with more powerful and energy-efficient chips to meet the requirements of new technologies.

International expansion: Allwinner aims to have a stronger presence in international markets, especially in Europe and North America, to benefit from the growing demand for semiconductor solutions.

Allwinner Technology Co., Ltd. is relying on innovation and expansion to drive its growth. The focus on AI and IoT is expected to open up new business opportunities, while expanding the product range will make the company more competitive.

Through international expansion, Allwinner aims to increase its market share and attract new customers, leading to stable revenue growth in the long term.

Main materials: Semiconductors, silicon wafers, copper, aluminum

Countries of origin: China, Taiwan, Japan, South Korea

Allwinner Technology Co., Ltd. is a company specializing in the production of semiconductor solutions. The production of semiconductors requires specific raw materials such as silicon wafers, copper, and aluminum.

Silicon wafers, an essential component, are often imported from China and Taiwan, as these countries are leading in the production of semiconductor materials. Copper and aluminum, needed for the production of circuit boards and casings, are also sourced from these countries as well as from Japan and South Korea.

These countries are known for their advanced technologies and their ability to supply high-quality materials at competitive prices, which is crucial for the cost structure and production capacities of Allwinner Technology.

Market Share: Estimated at 10-15% in the area of ARM-based chips (2025)
Research & Development (R&D) Expenses: 8% of revenue (2024)
Gross Margin: 30% (2024)

Allwinner Technology Co., Ltd. has a moderate competitive advantage in the field of ARM-based chips for mobile and IoT devices. The company benefits from its specialization in cost-effective solutions, which are particularly in demand in price-sensitive markets.

The continuous investments in research and development, accounting for about 8% of revenue, enable Allwinner to develop innovative products and differentiate itself from competitors. However, competition in the semiconductor industry is intense, especially from larger players like Qualcomm and MediaTek, who have greater resources and market shares.

To strengthen its competitive advantage, Allwinner could benefit from diversifying its product range and focusing more on new technologies such as AI and edge computing.

Institutional Investor Share: 22% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Allwinner Technology Co., Ltd. is estimated to be around 22%. This figure indicates that a significant portion of the shares are held by institutional investors, suggesting a certain level of trust in the company's long-term strategy and stability.

In 2025, there were no significant insider transactions, indicating that the management and other insiders are currently not making any significant changes to their involvement in the company. This can be seen as a sign that they are satisfied with the current company strategy and development.

Market share of Allwinner Technology Co., Ltd.: Estimated 3-5% (2025)

Top competitors and their market shares:

1. Qualcomm Incorporated: 30%
2. MediaTek Inc.: 25%
3. Intel Corporation: 20%
4. Samsung Electronics Co., Ltd.: 15%
5. Broadcom Inc.: 7%
6. Allwinner Technology Co., Ltd.: 3-5%
7. Rockchip Electronics Co., Ltd.: 2-3%
8. NXP Semiconductors N.V.: 2%
9. HiSilicon (Huawei Technologies Co., Ltd.): 1-2%
10. Unisoc (Tsinghua Unigroup): 1-2%

Moat of Allwinner Technology Co., Ltd.:

Allwinner Technology Co., Ltd. is known for its cost-effective solutions in the field of System-on-Chip (SoC) for tablets, set-top boxes, and other electronic devices. The company's moat mainly lies in its ability to offer affordable products, making it particularly attractive for price-conscious markets.

Compared to larger competitors like Qualcomm and MediaTek, which have extensive research and development resources as well as strong brand presence, Allwinner's moat is rather limited. These larger companies often have a technological advantage and a broader product range that helps them secure higher market shares.

Allwinner's advantage lies in the niche of cost-effective solutions, making it competitive in certain markets. However, the technological and brand-related moat is weaker compared to the leading companies.

Revenue Growth: 8.5% (2024)
Profit Growth: 6.2% (2024)
R&D Expenses: 12% of revenue (2024)

Allwinner Technology Co., Ltd. achieved a revenue growth of 8.5% in 2024, indicating solid demand for their semiconductor solutions. The 6.2% profit growth shows that the company was able to increase its profitability despite a competitive market.

The company continues to heavily invest in research and development, with 12% of revenue allocated to this area. These investments could lead to long-term technological innovations and a stronger market position.

Overall, these indicators point to a positive business development. The strong focus on R&D could support future growth, potentially making the stock an attractive investment, provided that market conditions remain stable and the innovation strategy is successfully implemented.

Dividend payment: Yes (2024) Dividend yield: 3.2% (2024)

Allwinner Technology Co., Ltd. paid a dividend in 2024. The dividend yield was 3.2%, which can be considered moderate compared to other companies in the semiconductor industry.

The reliability of dividend payments depends on several factors, including the financial health of the company and market conditions. In recent years, Allwinner Technology has pursued a stable dividend policy, indicating a certain level of reliability. However, analysts recommend monitoring the future financial performance and market conditions to better assess the sustainability of dividend payments.