# Who are Daejoo Electronic Materials's customers? Who does Daejoo Electronic Materials earn revenue from?
Canonical: https://valuechain.wiki/daejoo-electronic · Facet: customers · Updated: 2026-07-12T08:30:43.994996+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Daejoo Electronic Materials's confirmed revenue counterparties include LG에너지솔루션, SK온 (SK On) plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 revenue edges, backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).

### LG에너지솔루션 (high)  → /lg-energy-solution.md
- note: Supplies silicon anode material to LG Energy Solution since 2019, first used in the Porsche Taycan and now widening to more Porsche models and mass-market models such as the Kia EV3. It is the anchor customer of the silicon anode business.
- [confirms] NH Investment & Securities report (news) (KO, research, published 2026-05-15) https://news.nate.com/view/20260515n04390: "NH Investment & Securities names LG Energy Solution as the anchor customer, citing about 14,000 tons of confirmed silicon anode demand from LG Energy Solution and others and growth from 2,500 tons in 2026 to 3,501 tons in 2027."
- [confirms] DART (FSS) (KO, filing, published 2026-03-19) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000007: "The annual report lists silicon anode materials as a core battery-materials product line supplied to key customers."
- [confirms] DART (FSS) (KO, filing, published 2026-03-18) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000004: "FY2025 consolidated revenue KRW 194.9bn, operating income 182억."
- [confirms] Mirae Asset Securities (KO, news, published 2024-07-23) https://securities.miraeasset.com/bbs/download/2129978.pdf?attachmentId=2129978: "Daejoo's silicon anode is loaded into LG Energy Solution EV battery cells, and customer diversification has begun, with growth expected as Porsche models expand and adoption reaches mass-market models."
- [confirms] Asharq Al-Awsat (EN, news, published 2021-10-19) https://english.aawsat.com/home/article/3254166/anjani-trivedi/ev-battery-supply-chain-has-well-kept-secret: "Companies like South Korea's Daejoo Electronic Materials supply LG Chem's battery unit LG Energy Solution and have developed silicon composites to improve anode performance, used in the Porsche Taycan."

### 창업주 오너일가 (임중규·임일지 등) (high)
- note: Founder-family-led ownership — the founding Lim family (Jung-gyu, Il-ji and others) together forms the largest shareholding controlling the company. The backdrop for long-horizon ownership pushing high-risk new-material R&D such as silicon anode and MLCC conductive materials.
- [confirms] DART (FSS) (KO, filing, published 2026-03-18) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000004: "Largest holders the founder Lim family (Jung-gyu 7.24%, Il-ji 6.80%, etc.)."

### 전자재료 고객 (LED·디스플레이·태양전지) (mid)
- note: Sells electronic materials such as LED phosphors, conductive pastes, solar-cell electrode materials and polymers to LED, display and solar makers, forming the company's second pillar alongside silicon anode.
- [mentions] DART (FSS) (KO, filing, published 2026-03-19) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000007: "The FY2025 business report presents the electronic-materials segment (phosphors, conductive pastes, solar-cell electrodes, polymers) alongside silicon anode."

### SK온 (SK On) (mid)  → /sk-innovation.md
- note: A direct-customer relationship supplying silicon anode to SK On, alongside LG Energy Solution. After quality approval in Q2 2023, supply began in Q1 2024.
- [confirms] Topdaily (KO, news, published 2023-11-14) https://www.topdaily.kr/articles/95544: "Daejoo Electronic Materials said it completed mass-production approval in Q2 2023 and would begin supplying silicon anode to SK On from Q1 2024."

Reverse side: https://valuechain.wiki/daejoo-electronic/suppliers.md · Ripple: https://valuechain.wiki/daejoo-electronic/ripple.md

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