# 누가 ARM의 고객인가? ARM의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/arm · Facet: customers · Updated: 2026-07-12T06:24:25.797222+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: ARM의 확인된 매출 상대는 Apple·미디어텍·Qualcomm 외 익명·묶음 관계 5건이다. 밸류체인 그래프 기준 매출 엣지 8건, 근거 출처 11건 중 1차공시 3건 (valuechain.wiki, 2026-07-12 기준).

### Apple (high)  → /apple.md
- metric: 매출 ~$3.2B · FY2024 · 연간 매출
- note: Apple에 CPU 아키텍처 IP(라이선스·로열티) 공급.
- [confirms] 이코노미6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "애플·퀄컴·삼성·엔비디아가 ARM IP 사용."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 매출 $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: 라이선스·로열티 매출."

### 미디어텍 (high)  → /mediatek.md
- metric: 금액 $2.6B · Arm FY2026 로열티(+21%)
- note: 미디어텍에 파운드리·IP·EDA 공급.
- [confirms] Arm Newsroom (EN, filing, published 2026-05-13) https://newsroom.arm.com/news/arm-q4-fye26-results: "Arm FY2026 매출 $49.2억(+23%): 로열티 $26.1억(+21%·v9 25%·CSS ~20%)·라이선스 $23.1억(+25%)"
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "미디어텍에 파운드리·IP·EDA 공급."
- [confirms] 나무위키 (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "미디어텍에 파운드리·IP·EDA 공급."

### Qualcomm (high)  → /qualcomm.md
- metric: 금액 $2.6B · Arm FY2026 로열티(+21%)
- note: Qualcomm에 CPU 아키텍처 IP 공급.
- [confirms] 이코노미6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "애플·퀄컴·삼성·엔비디아가 ARM IP 사용."
- [confirms] 한국경제 (KO, news, published 2026-01-07) https://www.hankyung.com/article/2026010776221: "삼성과 2나노 파운드리 재논의."
- [confirms] TrendForce (EN, news, published 2025-03-26) https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/: "스냅드래곤 최첨단 물량 TSMC로."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-06) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K: "10-K: QCT 칩셋·QTL 라이선스."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 매출 $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: 라이선스·로열티 매출."

### NVIDIA (high)  → /nvidia.md
- metric: 금액 $2.6B · Arm FY2026 로열티(+21%)
- note: NVIDIA에 CPU 아키텍처 IP(라이선스·로열티) 공급.
- [confirms] 이코노미6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "애플·퀄컴·삼성·엔비디아가 ARM IP 사용."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 매출 $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: 라이선스·로열티 매출."

### 소프트뱅크 그룹 (지배주주) (high)
- metric: 점유율 90% · 소프트뱅크 지배지분
- note: 소프트뱅크 그룹이 Arm 상장 후에도 약 90% 보유.
- [confirms] 서울경제 (KO, news, published 2026-05-22) https://www.sedaily.com/article/20047400: "소프트뱅크는 2025년 회계년도 사업 보고서에 따르면 Arm 지분 약 90%를 보유하고 있다."
- [confirms] 로이터 (야후 파이낸스) (EN, news, published 2023-09-15) https://finance.yahoo.com/news/softbanks-arm-set-debut-nasdaq-113540728.html: "The IPO netted $4.87 billion for SoftBank, which still holds a 90.6% stake."

### 소프트뱅크 (high)  → /softbank.md
- metric: 점유율 90%
- note: 지배주주(지분 약 90%).
- [mentions] AInvest (EN, analysis, published 2026-04-01) https://www.ainvest.com/news/softbank-openai-bet-13-stake-ai-future-funded-global-debt-discipline-2604/: "SoftBank's stake in Arm (~90%)."

### 알칩 (mid)  → /alchip.md
- metric: 금액 $2.6B · Arm FY2026 로열티(+21%)
- note: 알칩에 파운드리·IP 공급.
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "알칩에 파운드리·IP 공급."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "알칩에 파운드리·IP 공급."

### AMD (mid)  → /amd.md
- metric: 금액 $2.6B · Arm FY2026 로열티(+21%)
- note: AMD에 CPU 아키텍처 IP(라이선스·로열티) 공급.
- [confirms] 이코노미6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "애플·퀄컴·삼성·엔비디아가 ARM IP 사용."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 매출 $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: 라이선스·로열티 매출."

### 삼성전자 (mid)  → /samsung-electronics.md
- metric: 금액 $2.6B · Arm FY2026 로열티(+21%)
- note: Samsung Electronics에 CPU 아키텍처 IP(라이선스·로열티) 공급.
- [confirms] 이코노미6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "애플·퀄컴·삼성·엔비디아가 ARM IP 사용."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 매출 $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: 라이선스·로열티 매출."

### Broadcom (mid)  → /broadcom.md
- metric: 금액 $2.6B · Arm FY2026 로열티(+21%)
- note: Broadcom에 CPU 아키텍처 IP(라이선스·로열티) 공급.
- [confirms] 이코노미6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "애플·퀄컴·삼성·엔비디아가 ARM IP 사용."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 매출 $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: 라이선스·로열티 매출."

반대 방향: https://valuechain.wiki/arm/suppliers.md · 파급: https://valuechain.wiki/arm/ripple.md

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