What SDMC does

SDMC (Shenzhen SDMC Technology Co., Ltd., HKEX: 00901) is a Shenzhen-headquartered provider of AI Home solutions founded in 2003 and publicly listed on the Main Board of the Hong Kong Stock Exchange on May 27, 2026. Its portfolio spans digital video devices (OTT TV boxes, TV sticks, hybrid DVB boxes, smart speakers, projectors) built on Amlogic and Broadcom chipsets; network communication devices (Wi-Fi 6/7 mesh routers, GPON/XGS-PON ONTs, DOCSIS cable modems, and the next-generation Wi-Fi 8 AI Fiber Gateway); AI Home IoT devices (IP cameras, gas/water/smoke detectors, sensors, lighting, smart sockets, Zigbee gateways); and platform services including the XMediaTV cloud OTT/IPTV platform, the XHome device management platform, the Cedar Home AI Agent (integrated with Google Gemini 3.5 Flash), and a customized Android TV Operator Tier Launcher. The company executes an AI Home "1+2+X" strategy — one Home AI Agent (Cedar), two pillars (smart connectivity and edge computing), and a broad device portfolio — to enable global telecom operators and retail brands to launch next-generation AI Home services.

The business model is predominantly B2B hardware sales to 300+ telecom operators and retail brand customers across 80+ countries and regions (including APAC, EMEA, and Latin America offices), supplemented by recurring SaaS revenue from XMediaTV platform licensing and XHome device management subscriptions, advertising/value-added services on XMediaTV, and customization/professional services (Operator Tier Launcher, industrial design, accessory, and on-site integration). Pricing is quote-based via direct enterprise sales and RFQ intake, with multi-year operator contracts typical. GTM is sales-led, supported by flagship trade show presence (MWC, CES, IBC, Google APAC TV Summit), a structured PR/newsroom cadence, and white-label/OEM-style delivery through XMediaTV. Key partners include Google (Android TV/Google TV, Gemini), Netflix, Nagra, Irdeto, Broadcom, MaxLinear, MediaTek, Airoha, Amlogic, and Longsys. SDMC holds ISO 27001, EcoVadis Silver, SA8000, Red Dot Design Award 2023, and various telecom certifications (BBF.247, Wi-Fi Alliance, CableLabs, Plume Certified, EasyMesh R4).

The company was founded by David Li, who continues as Founder and CEO post-IPO. Senior leadership is thin in public disclosure; Ryan Yan serves as Senior Vice President and has been the public face of major product launches. The company does not disclose revenue, headcount exact figures, cap-table composition, or post-IPO shareholder concentration; specific employee count is not stated but the company is classified in the 251-500 range. Operating geographies span China (HQ in Nanshan, Shenzhen, with a Joint Innovation Lab in Guangdong alongside Longsys) plus regional offices across APAC, EMEA, and Latin America.

Name

SDMC

Legal name

Shenzhen SDMC Technology Co., Ltd.

Website

https://en.sdmctech.com

Company type

Public

Founded year

2003

Operating status

Ipo

Headcount range

251–500 employees

Short description

SDMC (HKEX: 00901), founded in 2003, provides AI Home solutions—OTT streaming devices, network equipment, IoT devices, and SaaS platforms (XMediaTV, XHome)—to 300+ global telecom operators and retail brands across 80+ countries, anchored by its Cedar Home AI Agent.

Ownership category

akta.pro rank

Product category

OTT/IPTV Equipment and AI Home Solutions

NAICS

Computer and Peripheral Equipment Manufacturing (33411), Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing (334220)

SIC

Computer Communications Equipment (3576), Electronic Computers (3571)

akta.pro primary industry

WAN Management & SD-WAN Orchestration (HDAFAMAI)

akta.pro secondary industries

Software-Defined Interconnect (SDI) / SD-WAN Cloud Gateways (HDABALAF), WAN & SD-WAN Orchestration/Controllers (HDAFAGAH), AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)

Keywords

• OTT streaming devices
• AI home solutions
• Set-top boxes
• Network communication equipment
• Smart home IoT

Headquarters

HQ city

Shenzhen

HQ country

China

HQ region

Asia

Offices5 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Technology or R&D, Personnel, Operations, Marketing or Sales

Revenue model

1. Hardware sales (OTT streaming devices, networking equipment, IoT devices, projectors): Primary revenue stream from sale of AI entertainment, AI connectivity, and AI Home ecosystem hardware including OTT TV boxes, TV sticks, hybrid boxes, speakers, projectors, Wi-Fi routers, ONTs, cable modems, mesh routers, IP cameras, sensors, detectors, and smart home devices.
2. XMediaTV platform licensing and managed services: White-label turnkey cloud OTT/IPTV platform licensing with multi-tenant SaaS, business management (subscriber, membership, billing, payment gateway), and managed cloud services for global operators.
3. XHome device management platform licensing: Device management platform offering with open APIs and SDKs enabling operators to manage home Wi-Fi, OTT streaming, and AI Home IoT devices; offered as a service/module to telecom operators.
4. Customization and professional services: Tailored software, industrial design, accessory customization, Operator Tier Launcher customization, and on-site integration services for operators seeking differentiated offerings.
5. Advertisement and value-added services: Intelligent advertising management, shopping TV, and value-added streaming services integrated into the XMediaTV platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels9 records

Core offering

SDMC manufactures and supplies AI Home ecosystem hardware — including OTT/IPTV set-top boxes, TV sticks, smart speakers, projectors, Wi-Fi/cable/fiber gateways, IP cameras, and smart IoT devices — and operates the XMediaTV cloud streaming platform, XHome device management platform, and Cedar Home AI Agent. Offerings are sold primarily to global telecom operators and retail brand customers for deployment of next-generation AI entertainment, AI connectivity, and AI Home services.

Product overview

SDMC delivers an AI Home solution built around its "1+2+X" strategy, anchored by the Cedar Home AI Agent and extended through the XHome device management platform and XMediaTV streaming platform. The product portfolio spans Digital Video Devices—including S905X5/S905X5M-based OTT TV boxes (DV9865, DV9687, DV9651), the S905X5M 4K AV1 TV Stick (DV6130N), the FHD AV1 TV Stick (DV6121P), S905Y5-based boxes (DV9587, DV6125F), the 4K Google TV Speaker (DS8941), S905X4 hybrid boxes with DVB tuners (DV8990-T2, DV8945-T2, DV8955C-C), the Red Dot Award-winning 4K S905Y4 Mini OTT TV Box (DV6066Z), the AI-capable 4K AI Box, and projectors (DH6G, DP6G, DP5G, LH3G, LH1G); Network Communication Devices—including Wi-Fi 7 mesh routers (NM3615BE), Wi-Fi 7 XGS-PON ONTs (NP19X44XGS), Wi-Fi 6 DOCSIS cable modems (NE6099), Wi-Fi 6 GPON ONTs (NP5487GC), and the next-generation Wi-Fi 8 XGS-PON AI Fiber Gateway; AI Home IoT Devices—Outdoor IP Cameras (CW4143, CW3142), Smart IP Camera (CW2041), water/gas/smoke detectors, door & window sensors, smart bulbs, PIR sensors, sockets, touch switches, air quality detector, and a Wired Zigbee Gateway; and platform services—XHome (device management), XMediaTV (media streaming), Cedar (Home AI Agent), and the Android TV Operator Tier Launcher. All these elements work together as a unified AI Home ecosystem for global operators and retail brands.

Differentiator

Problem solved

Functional benefit

Brands

• XMediaTV: SDMC's media streaming platform for global operators, offering a turnkey multi-tenant cloud OTT/IPTV platform with big data analysis, streaming value-added services, intelligent advertising management, and smart recommendation.
• XHome
• Cedar

Products and services

• S905X5 4K OTT TV Box (DV9865) High-performance 4K OTT TV box powered by Amlogic S905X5 with 4K@60fps decoding, AI-SR, Google TV, Google Assistant, and Matter/Thread support for telecom operator deployments.
• S905X5M 4K AV1 OTT TV Box (DV9687) 4K OTT TV box powered by Amlogic S905X5M with 4K@60fps AV1 decoding, dual-band Wi-Fi 6, Google TV experience with Kids Profiles/Watchlist, Google Assistant, Google Cast, and Netflix compliance for operator deployments.
• S905X5M 4K AV1 TV Stick (DV6130N) Ultra-compact 4K Wi-Fi 6 TV stick powered by Amlogic S905X5M with AV1 decoding, HDR10+/Dolby Vision, Google TV with Google Assistant and Google Cast, and operator-ready customization.
• 4K Google TV Speaker (DS8941) 4K OTT TV box and smart speaker powered by Amlogic S905X4 with 24K DMIPS, 4K@60fps AV1 decoding, Wi-Fi 6, Google TV, Far-Field voice control, Lost Remote Finder, Dolby Vision/Atmos support.
• 4K S905Y4 Mini OTT TV Box (DV6066Z) Red Dot Award 2023-winning compact 4K mini OTT TV box powered by Amlogic S905Y4 with sustainable droplet-shaped design, Google TV, Google Assistant, and Chromecast built-in for retail and operator deployments.
• 4K AI Box AI Home Hub co-developed with Amlogic and launched at IBC2025; powered by Amlogic S905X5 with 4 TOPS NPU for on-device AI including AI Super Resolution, AI voice enhancer, AI live subtitling, edge sensing, gesture recognition, Matter/Thread support, and Cedar Home AI Agent integration.
• Ultra Short Throw Projector DH6G Compact ultra-short throw projector with RGB triple laser light engine, 600 ANSI lumens, 1080p resolution, 110% BT.2020 color gamut, dual 7W tuned speakers, and built-in battery for portability.
• Wi-Fi 6 AX6000 Dual-Band DOCSIS 3.1 Cable Modem (NE6099) DOCSIS 3.1 cable gateway integrating cable modem, router, voice, and wireless access point with up to 5,952 Mbps Wi-Fi 6 throughput, 2.5GE port, multiple GE ports, and carrier-grade VoIP with two FXS lines for cable operator deployments.
• Wi-Fi 7 BE19000 Tri-Band XGS-PON ONT (NP19X44XGS) Wi-Fi 7 BE19000 Tri-Band XGS-PON ONT with up to 18,673 Mbps total throughput (11,530 Mbps at 6GHz, 5,765 Mbps at 5GHz, 1,378 Mbps at 2.4GHz), 9.953 Gbps downlink/uplink, dual 10GE + dual GE ports, VoIP, and IPv6 for fiber broadband operators.
• Wi-Fi 7 BE3600 Dual-Band Mesh Router (NM3615BE) Wi-Fi 7 BE3600 dual-band mesh router powered by Broadcom chipset with MLO, 4K-QAM, up to 3,600 Mbps total throughput, EasyMesh support, WPA3, MU-MIMO, and beamforming for whole-home coverage.
• Wi-Fi 6 AX5400 Dual-Band GPON ONT (NP5487GC) ITU-T G.984 compliant GPON ONT with 2.5 Gbps downstream / 1.25 Gbps upstream fiber access, 2.5GE + 4 GE ports, two FXS VoIP ports, USB 3.0, and up to 5,400 Mbps Wi-Fi 6 throughput; BBF.247 and Wi-Fi Alliance certified.
• Next-Gen Wi-Fi 8 XGS-PON AI Fiber Gateway Next-generation Wi-Fi 8 XGS-PON AI Fiber Gateway built on Broadcom platform with integrated NPU for Edge AI; supports up to 19 Gbps speeds, Wi-Fi Sensing for presence/intrusion/fall detection, on-device AI features, Matter 1.4, Cedar Home AI Agent hosting, and AI-driven traffic prediction for energy savings.
• Outdoor IP Camera CW4143 Outdoor 3MP IP camera with 2304x1296 resolution, H.265 compression, dual cloud/TF card storage, real-time alarm push, IP65 water/dust resistance, two-way audio, and multi-device streaming support.
• Smart IP Camera CW2041 Indoor smart 3MP IP camera with 2304x1296 resolution, infrared night vision, H.265 compression, dual cloud/TF storage, movement alerts, two-way audio, and IP65-rated durability for home surveillance.
• AI Home IoT Device Suite (sensors, detectors, smart plugs, lighting, Zigbee gateway) Suite of smart home IoT devices including water leak, gas, and smoke detectors, door/window and PIR sensors, smart bulbs, smart sockets, touch switches, Zigbee gateway, and air quality detector for the AI Home ecosystem.
• XMediaTV Streaming Platform Turnkey multi-tenant cloud OTT/IPTV platform for global operators, featuring big data analysis, streaming value-added services, intelligent advertising management, smart recommendation, multi-screen clients (iOS, Android, PC), multi-DRM (Widevine, Playready, Verimatrix), and Google Cloud integration.
• XHome Device Management Platform SDMC's home device management platform for operators, supporting management, maintenance and operation of Wi-Fi/gateway devices, OTT streaming devices, and AI Home IoT devices with standard APIs/SDKs for ecosystem partners.
• Cedar Home AI Agent SDMC's Home AI Agent acting as the intelligent brain of the AI Home; combines visual perception, proactive intelligence, household member recognition, personalized memory, multimodal input, intent recognition, multi-agent collaboration, and broad device control; latest integration with Google Gemini 3.5 Flash announced June 5, 2026.
• Android TV Operator Tier Launcher Customized Android TV launcher for operators combining OTT, advertising, shopping, big data, multi-screen, and back-office/CMS features to deliver tailored TV watching experiences and drive ARPU growth.
• Customization and Professional Services Tailored software, industrial design, accessory customization, Operator Tier Launcher customization, and on-site integration services for operators seeking differentiated offerings.

Quantifiable outcome

• Up to 19 Gbps Wi-Fi 8 gateway speeds
• +7 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability17 records

Feature7 records

Partnerships

Ten partnerships are on record, tiered flagship and core.

• LongsysflagshipStrategic or Co-development Partner · 5 December 2025Joint Innovation Lab launched in Guangdong, China on December 5, 2025 to accelerate AI Home ecosystem development. Focus areas include AI storage, device integration, technical verification, and ecosystem standardization. Joint Edge AI innovations showcased at MWC 2026 (March 2026) including AI Home "1+2+X" strategy, Home AI Agent-Cedar, and AI Home Hub with end-to-end validation for embedded storage solutions.
• AmlogicflagshipStrategic or Co-development Partner · 11 September 2025Co-developed 4K AI Box (launched at IBC2025) powered by Amlogic S905X5 chipset with 4 TOPS NPU. James Xie, SVP of Corporate Business Strategy at Amlogic, publicly endorsed the partnership. Multiple SDMC OTT products use Amlogic S905X4, S905X5, S905X5M, S905Y5, S805X3 chipsets.
• GoogleflagshipTechnology or IntegrationGoogle-licensed Android TV and Google TV partner with deep ecosystem expertise. Includes integration with Google TV (Kids Profiles, Watchlist), Google Assistant, Google Cast, Gemini integration into Cedar, and co-presentation at Google APAC TV Summit.
• NetflixcoreTechnology or IntegrationNetflix Hailstorm and Self-Serve Device Partner. SDMC's OTT boxes (S905X5, S905X5M variants, TV Stick, Google TV Speaker) are Netflix-compliant (subject to operator certification) and integrate Netflix app support.
• NagracoreTechnology or IntegrationConditional access (CA) and DRM partner for content protection across SDMC's OTT/IPTV solutions.
• IrdetocoreTechnology or IntegrationConditional access and content security partner supporting SDMC's OTT/IPTV platform deployments.
• BroadcomflagshipStrategic or Co-development PartnerStrategic chip partner co-developing high-speed and stable broadband devices. Broadcom's latest platform powers SDMC's next-generation Wi-Fi 8 XGS-PON AI Fiber Gateway with integrated NPU for Edge AI computing.
• MaxLinearcoreStrategic or Co-development PartnerChip partner co-developing broadband devices with SDMC for operator customers.
• MediaTekcoreStrategic or Co-development PartnerChip partner co-developing high-speed and stable broadband devices for SDMC's home networking portfolio.
• AirohacoreStrategic or Co-development PartnerChip partner co-developing broadband devices with SDMC.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Sagemcom: Sagemcom is a European-headquartered supplier of set-top boxes, broadband gateways (fiber and DOCSIS), Wi-Fi solutions, and smart home/IoT devices to operators. Direct competitor to SDMC in operator tenders globally.
• Skyworth Digital: Skyworth Digital is a Chinese set-top box and broadband equipment vendor serving global operators. Direct competitor to SDMC in the China-origin operator CPE market, with overlapping OTT and gateway product lines.
• Sercomm Corporation: Sercomm is a Taiwanese ODM/OEM for broadband CPE, Wi-Fi gateways, and IoT devices, supplying Tier-1 operators. Highly comparable to SDMC on networking hardware, customization model, and operator-focused GTM.
• Vantiva: Vantiva (formerly Technicolor) is one of the world's largest set-top box and broadband gateway suppliers to telecom operators, with deep Android TV/Google TV relationships. Directly comparable to SDMC across OTT hardware, broadband CPE, and operator-grade software platforms.
• CommScope (including ARRIS): CommScope/ARRIS is a global leader in set-top boxes, cable modems, ONTs, and Wi-Fi networking for cable and telecom operators. Closely matches SDMC's Network Communication Devices and hybrid STB portfolios serving global Tier-1 operators.

Broad incumbents

• Google Nest: Google Nest is Google's consumer smart home brand and platform, with Matter/Google Home interoperability that SDMC's Cedar integrates with. Comparable on the smart home/AI agent layer, though Google Nest competes as a consumer brand while SDMC serves operators and retail brands as a channel.
• ZTE Corporation: ZTE is a major Chinese telecom equipment vendor with strong IPTV set-top box and broadband CPE lines for global operators. Comparable to SDMC in the Chinese-origin operator hardware segment, with broader telecom infrastructure exposure.
• Xiaomi (AIoT and Smart Home): Xiaomi operates one of the largest consumer smart home/AIoT ecosystems globally with hundreds of millions of connected devices. Comparable to SDMC's AI Home device portfolio and Matter-based openness strategy, though Xiaomi targets retail consumers rather than operator channels.
• Roku, Inc. Roku is a leading OTT streaming platform and device maker, with an operator-licensing program similar to SDMC's XMediaTV. Comparable on the streaming platform and content monetization layer, though Roku focuses on retail-led distribution rather than operator tenders.
• Huawei (Consumer and Carrier Business): Huawei is a global incumbent in ONTs, Wi-Fi 6/7 routers, 5G CPE, and increasingly smart home/AIoT devices. Comparable to SDMC on broadband gateway and AI Home strategy, though it operates at substantially larger scale and a wider product portfolio.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@sdmctech
• Facebookfacebook.com/sdmctech
• Xx.com/sdmctech

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SDMC