{"slug":"jcet","name":"JCET","name_en":"JCET (Jiangsu Changjiang Electronics)","ticker":"600584.SS","updated_at":"2026-07-12T06:15:10.065955+00:00","canonical":"https://valuechain.wiki/jcet","same_as":["https://finance.yahoo.com/quote/600584.SS"],"citable":"밸류체인 그래프 기준 JCET의 직접 연결 기업은 6곳(관계 기준 공급 2·매출 4)이고, 사슬을 2차까지 넓히면 11곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, JCET (Jiangsu Changjiang Electronics) is directly linked to 6 companies (2 supply, 4 revenue relationships) and reaches 11 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"상하이상장 · OSAT · 세계 3위(중국 1위)","kicker_en":"Shanghai-listed · OSAT · World #3 (China's largest)","lead":"중국 최대 OSAT(후공정 조립·테스트), 세계 3위(점유율 약 12%, 매출 $5B). 퀄컴·미디어텍·삼성·NXP 등 팹리스·IDM에 패키징·테스트 제공. 본더·테스터를 장비사에서 조달.","lead_en":"China’s largest OSAT and the world’s No.3 (~12% share, $5B revenue). Provides packaging/test to Qualcomm, MediaTek, Samsung and NXP; buys bonders and testers from equipment makers.","segments":{"fy":2025,"parts":[{"desc":"성장·재평가 축 — 2025년 매출 RMB 270억(전사 ~69%) 사상 최대, AI·컴퓨팅 수요와 중국 국산화가 견인(컴퓨팅 전자 +42.6%)","name":"첨단 패키징 (칩렛·2.5D/3D·플립칩)"},{"desc":"모바일·소비자 등 기반 물량 — 성숙 사이클에 연동되는 저변 매출","name":"전통 패키징·테스트"}],"total":"RMB 388.7억 (2025 연결, +8.1%, 역대 최대)","source":"JCET 2025 연차보고서","concentration":"중국 최대·세계 3위 OSAT. 2025년 첨단 패키징 매출 RMB 270억(전사 ~69%)으로 사상 최대, 칩렛·2.5D/3D로 고도화. 컴퓨팅 전자(+42.6%)·산업의료(+40.6%)·차량(+31.7%)이 성장 견인, 중국 자립 정책이 국내 물량 지원. 귀속순이익 RMB 15.7억."},"segments_en":{"fy":2025,"parts":[{"desc":"The growth/re-rating axis — 2025 revenue RMB 27bn (~69% of the group), a record, driven by AI/compute demand and China localization (computing electronics +42.6%)","name":"Advanced packaging (chiplet, 2.5D/3D, flip-chip)"},{"desc":"Base volume in mobile and consumer — foundational revenue tied to the mature cycle","name":"Traditional packaging & test"}],"total":"RMB 38.87bn (2025 consolidated, +8.1%, record)","source":"JCET FY2025 annual report","concentration":"China's largest and the world's No.3 OSAT. 2025 advanced-packaging revenue hit a record RMB 27bn (~69% of the group), advancing into chiplets and 2.5D/3D. Computing electronics (+42.6%), industrial/medical (+40.6%) and automotive (+31.7%) drove growth, with China's self-reliance policy supporting domestic volume. Net income attributable RMB 1.57bn."},"returns_yearly":{"2021":-34,"2022":0.2,"2023":-15.2,"2024":73.3,"2025":28,"2026":104.6},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"nebius","name":"Nebius","name_en":"Nebius Group","tier":3,"returns_yearly":{"2025":202.2,"2026":162.4}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"hpe","name":"HPE","name_en":"Hewlett Packard Enterprise","tier":3,"returns_yearly":{"2021":37.4,"2022":4.5,"2023":9.7,"2024":29.1,"2025":15.5,"2026":104}},{"slug":"terawulf","name":"TeraWulf","name_en":"TeraWulf","tier":3,"returns_yearly":{"2021":77.1,"2022":-95.5,"2023":258.2,"2024":135.8,"2025":103,"2026":91.2}},{"slug":"datadog","name":"Datadog","name_en":"Datadog","tier":3,"returns_yearly":{"2021":80.9,"2022":-58.7,"2023":65.1,"2024":17.7,"2025":-4.8,"2026":89.4}},{"slug":"aurora","name":"Aurora Innovation","name_en":"Aurora Innovation","tier":3,"returns_yearly":{"2022":-89.3,"2023":261.2,"2024":44.2,"2025":-39,"2026":66.1}},{"slug":"crowdstrike","name":"CrowdStrike","name_en":"CrowdStrike","tier":3,"returns_yearly":{"2021":-3.3,"2022":-48.6,"2023":142.5,"2024":34,"2025":37,"2026":59.7}},{"slug":"mercury-systems","name":"Mercury Systems","name_en":"Mercury Systems","tier":3,"returns_yearly":{"2021":-37.5,"2022":-18.7,"2023":-18.3,"2024":14.8,"2025":73.8,"2026":47.9}},{"slug":"asustek","name":"에이수스(ASUS)","name_en":"ASUSTeK Computer","tier":3,"returns_yearly":{"2021":35.5,"2022":-12.9,"2023":72,"2024":41.1,"2025":-14.1,"2026":46.7}},{"slug":"wiwynn","name":"Wiwynn","name_en":"Wiwynn","tier":3,"returns_yearly":{"2021":24.7,"2022":-22.3,"2023":206.4,"2024":3.5,"2025":64.4,"2026":45.1}},{"slug":"illumina","name":"Illumina","name_en":"Illumina","tier":3,"returns_yearly":{"2021":2.8,"2022":-46.9,"2023":-31.1,"2024":-1.3,"2025":-1.8,"2026":45}},{"slug":"gigabyte","name":"기가바이트","name_en":"Gigabyte Technology","tier":3,"returns_yearly":{"2021":82.3,"2022":-3.4,"2023":173.2,"2024":-15.9,"2025":-4.7,"2026":44.4}},{"slug":"cloudflare","name":"Cloudflare","name_en":"Cloudflare","tier":3,"returns_yearly":{"2021":73,"2022":-65.6,"2023":84.2,"2024":29.3,"2025":83.1,"2026":36.1}},{"slug":"quanta","name":"Quanta","name_en":"Quanta Computer","tier":3,"returns_yearly":{"2021":22.2,"2022":-12.8,"2023":254.5,"2024":12.7,"2025":8.9,"2026":33.4}},{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":3,"returns_yearly":{"2026":24.1}},{"slug":"sk-telecom","name":"SK텔레콤","name_en":"SK Telecom","tier":3,"returns_yearly":{"2021":7.9,"2022":-12,"2023":15.8,"2024":15.5,"2025":37.5,"2026":23.4}},{"slug":"celestica","name":"Celestica","name_en":"Celestica","tier":3,"returns_yearly":{"2021":37.9,"2022":1.3,"2023":159.8,"2024":215.2,"2025":220.3,"2026":21.7}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":3,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"geely-auto","name":"지리자동차","name_en":"Geely Auto","tier":3,"returns_yearly":{"2021":-40.8,"2022":-22.9,"2023":-40.3,"2024":98.5,"2025":14.5,"2026":18.9}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":3,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":16}},{"slug":"wistron","name":"위스트론","name_en":"Wistron","tier":3,"returns_yearly":{"2021":7.9,"2022":9.7,"2023":272.7,"2024":-1.6,"2025":22.7,"2026":14.8}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":14.3}},{"slug":"foxconn","name":"Foxconn","name_en":"Foxconn (Hon Hai)","tier":3,"returns_yearly":{"2021":-5.1,"2022":2.8,"2023":7.8,"2024":80.1,"2025":26.9,"2026":10.9}},{"slug":"iren","name":"IREN","name_en":"IREN","tier":3,"returns_yearly":{"2022":-92.3,"2023":472,"2024":37.3,"2025":284.6,"2026":8.9}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":6.3}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":1.6}},{"slug":"tempus-ai","name":"Tempus AI","name_en":"Tempus AI","tier":3,"returns_yearly":{"2025":74.9,"2026":-1.4}},{"slug":"ibm","name":"IBM","name_en":"IBM","tier":3,"returns_yearly":{"2021":16.7,"2022":10.6,"2023":21.8,"2024":39.3,"2025":38.2,"2026":-1.6}},{"slug":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":3,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":-3.3}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":3,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":-3.8}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":3,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-4.5}},{"slug":"schrodinger","name":"Schrödinger","name_en":"Schrodinger","tier":3,"returns_yearly":{"2021":-56,"2022":-46.3,"2023":91.5,"2024":-46.1,"2025":-7.3,"2026":-7.8}},{"slug":"hyundai-motor-company","name":"현대차","name_en":"Hyundai Motor Company","tier":3,"returns_yearly":{"2021":-16.7,"2022":-4.7,"2023":16.2,"2024":12.3,"2025":158.8,"2026":-7.8}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-8.8}},{"slug":"tesla","name":"Tesla","name_en":"Tesla","tier":3,"returns_yearly":{"2021":49.8,"2022":-65,"2023":101.7,"2024":62.5,"2025":11.4,"2026":-9.3}},{"slug":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":-13}},{"slug":"toyota","name":"Toyota Motor Corporation","name_en":"Toyota Motor Corporation","tier":3,"returns_yearly":{"2021":58.1,"2022":-13.4,"2023":63,"2024":1.8,"2025":21.8,"2026":-18.2}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-20}},{"slug":"alibaba","name":"알리바바","name_en":"Alibaba Group","tier":3,"returns_yearly":{"2021":-49,"2022":-25.8,"2023":-10.8,"2024":11.8,"2025":75.8,"2026":-22.7}},{"slug":"tencent-holdings-limited","name":"텐센트","name_en":"Tencent Holdings Limited","tier":3,"returns_yearly":{"2021":-28.6,"2022":-14.2,"2023":-28.7,"2024":49.8,"2025":52.1,"2026":-23.2}},{"slug":"baidu","name":"바이두","name_en":"Baidu","tier":3,"returns_yearly":{"2022":-8.2,"2023":-23.4,"2024":-13.5,"2025":74.2,"2026":-24.5}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-25.3}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-27.4}},{"slug":"palantir","name":"Palantir","name_en":"Palantir Technologies","tier":3,"returns_yearly":{"2021":-22.7,"2022":-64.7,"2023":167.4,"2024":340.5,"2025":135,"2026":-28.7}},{"slug":"servicenow","name":"ServiceNow","name_en":"ServiceNow","tier":3,"returns_yearly":{"2021":17.9,"2022":-40.2,"2023":82,"2024":50.1,"2025":-27.7,"2026":-29.7}},{"slug":"kratos","name":"Kratos","name_en":"Kratos Defense","tier":3,"returns_yearly":{"2021":-29.3,"2022":-46.8,"2023":96.6,"2024":30,"2025":187.8,"2026":-36.5}},{"slug":"pony-ai","name":"Pony.ai","name_en":"Pony.ai","tier":3,"returns_yearly":{"2025":1,"2026":-54.6}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"lg-electronics","name":"LG전자","name_en":"LG Electronics","tier":2,"returns_yearly":{"2021":-16.2,"2022":-20.9,"2023":-5.8,"2024":-9.5,"2025":19.2,"2026":85.5}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":2,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}},{"slug":"kyocera","name":"교세라","name_en":"Kyocera","tier":2,"returns_yearly":{"2021":7.5,"2022":-2.1,"2023":33.8,"2024":-24,"2025":46.7,"2026":63}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":2,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":13.3}},{"slug":"xiaomi","name":"샤오미","name_en":"Xiaomi","tier":2,"returns_yearly":{"2021":-43.9,"2022":-21.1,"2023":-4.6,"2024":209.7,"2025":-6.9,"2026":-27.2}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":1,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":52.9,"2024":58.3,"2025":24.9,"2026":124.3}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":1,"returns_yearly":{"2021":44.8,"2022":-29.2,"2023":48.4,"2024":-8,"2025":6.4,"2026":35.8}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":1,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":11.7}}],"benefiting":[{"slug":"kulicke-soffa","name":"Kulicke & Soffa","name_en":"Kulicke & Soffa","tier":1,"returns_yearly":{"2021":92.4,"2022":-25.8,"2023":25.5,"2024":-13.2,"2025":-0.3,"2026":150.1}},{"slug":"advantest","name":"Advantest","name_en":"Advantest","tier":1,"returns_yearly":{"2021":17,"2022":-2.3,"2023":155.7,"2024":49.5,"2025":196,"2026":17.1}}],"analysis":"JCET의 논점은 '중국 최대·세계 3위 OSAT라는 규모와 국산화 수혜의 교집합'이다. 점유 약 12%(매출 $5B)로 퀄컴·미디어텍·삼성·NXP 등 글로벌 팹리스·IDM의 후공정을 대행하는데, 미·중 갈등 속 중국 반도체 자립 정책이 국내 물량을 밀어주면서 첨단 패키징(칩렛 등)으로 확장한다. 후공정 물량은 최종 칩 출하에 직결돼 반도체 사이클을 그대로 타되, 본더·테스터를 장비사에서 조달하는 구조라 장비 리드타임이 캐파 병목. 리스크는 글로벌 고객의 지정학 리스크와 첨단 패키징 경쟁. 그래프 파급: 퀄컴·미디어텍·삼성·NXP 칩 물량이 수요, Advantest·K&S 장비가 상류.","analysis_en":"JCET's thesis is the intersection of scale (China's largest, world #3 OSAT) and localization benefit. At ~12% share ($5B revenue), it contract-assembles/tests for global fabless/IDMs (Qualcomm, MediaTek, Samsung, NXP), and amid US-China tension, China's semiconductor self-reliance push channels domestic volume as it expands into advanced packaging (chiplets). Back-end volume ties directly to end-chip shipments, riding the semiconductor cycle, but it sources bonders/testers from equipment makers, so tool lead time is the capacity bottleneck. Risks are geopolitical risk on global customers and advanced-packaging competition. Graph propagation: Qualcomm/MediaTek/Samsung/NXP chip volume is demand, while Advantest and K&S equipment are upstream.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"미디어텍","counterparty_slug":"mediatek","confidence":"high","metric":{"type":"amount","unit":"CNY","value":38870000000,"period":"JCET FY2025 매출(+8.1%)","qualifier":"company_scale"},"note":"미디어텍 칩의 후공정을 대행 — 모바일·엣지 SoC 물량이 조립·테스트 수요로 전이.","note_en":"Contract back-end for MediaTek — mobile/edge SoC volume flows into assembly/test demand.","sources":[{"stance":"confirms","publisher":"JCET(PR Newswire)","publisher_en":"JCET (PR Newswire)","kind":"filing","lang":"en","published_at":"2026-04-09","url":"https://www.prnewswire.com/news-releases/jcet-releases-2025-annual-report-posts-record-high-full-year-revenue-and-higher-profit-before-tax-302738478.html","title":"JCET 2025 연차보고서 — 매출 RMB 388.7억 역대 최대(+8.1%), 첨단패키징 RMB 270억","title_en":"JCET FY2025 annual report — record revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn","excerpt":"JCET FY2025 매출 RMB 388.7억(+8.1%), 첨단패키징 RMB 270억(~69%)","excerpt_en":"JCET FY2025 revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn (~69%)"},{"stance":"confirms","publisher":"디지털투데이","publisher_en":"Digital Today","kind":"news","lang":"ko","published_at":"2025-06-01","url":"https://www.digitaltoday.co.kr/news/articleView.html?idxno=528364","title":"OSAT 실적 반등, JCET 중국 1위","title_en":"OSAT rebound; JCET China No.1","excerpt":"OSAT 실적 반등, JCET 중국 1위","excerpt_en":"OSAT rebound; JCET China No.1"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"미디어텍에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to MediaTek."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"미디어텍에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to MediaTek."},{"stance":"confirms","publisher":"회사 IR/거래소 공시","publisher_en":"Company IR / exchange filing","kind":"filing","lang":"en","published_at":"2025-04-01","url":"https://www.jcetglobal.com/en/investor/","title":"JCET 연차보고서(SSE)","title_en":"JCET annual report (SSE)","excerpt":"연차보고서: 매출·고객·사업.","excerpt_en":"Annual report: revenue, customers, business."}]},{"direction":"revenue","counterparty":"Qualcomm","counterparty_slug":"qualcomm","confidence":"high","metric":{"type":"share","unit":"%","basis":"OSAT 세계 점유율","value":12,"period":"2024","basis_en":"global OSAT share"},"note":"퀄컴 칩의 후공정 조립·테스트를 대행 — 글로벌 팹리스 최대 고객군으로, 칩 출하량이 곧 후공정 물량.","note_en":"Contract back-end for Qualcomm chips — a top global fabless customer, whose chip shipments are the back-end volume.","sources":[{"stance":"mentions","publisher":"증권가 컨센서스(Futubull 인용)","publisher_en":"Analyst consensus (via Futubull)","kind":"research","lang":"en","published_at":"2026-04-10","url":"https://news.futunn.com/en/post/71530886/jcet-group-600584-2025-annual-report-commentary-high-growth-in","title":"JCET(600584) 2025 연보 점검 — 컴퓨팅 전자 고성장·첨단패키징 확대","title_en":"JCET (600584) FY2025 review — high-growth computing electronics, advanced-packaging buildout","excerpt":"2025 연보 점검: 컴퓨팅 전자 +42.6%, 첨단패키징 가속","excerpt_en":"FY2025 review: computing electronics +42.6%, advanced-packaging acceleration"},{"stance":"confirms","publisher":"JCET(PR Newswire)","publisher_en":"JCET (PR Newswire)","kind":"filing","lang":"en","published_at":"2026-04-09","url":"https://www.prnewswire.com/news-releases/jcet-releases-2025-annual-report-posts-record-high-full-year-revenue-and-higher-profit-before-tax-302738478.html","title":"JCET 2025 연차보고서 — 매출 RMB 388.7억 역대 최대(+8.1%), 첨단패키징 RMB 270억","title_en":"JCET FY2025 annual report — record revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn","excerpt":"JCET FY2025 매출 RMB 388.7억(+8.1%), 첨단패키징 RMB 270억(~69%)","excerpt_en":"JCET FY2025 revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn (~69%)"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"Qualcomm에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to Qualcomm."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"Qualcomm에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to Qualcomm."}]},{"direction":"cost","counterparty":"Kulicke & Soffa","counterparty_slug":"kulicke-soffa","confidence":"mid","metric":{"type":"amount","unit":"CNY","value":38870000000,"period":"JCET FY2025 매출(+8.1%)","qualifier":"company_scale"},"note":"쿨리케앤소파에서 본딩 장비를 조달 — 칩렛·스태킹 등 첨단 패키징 캐파의 상류 공급.","note_en":"Sources bonding equipment from Kulicke & Soffa — upstream supply for chiplet/stacking advanced-packaging capacity.","sources":[{"stance":"confirms","publisher":"JCET(PR Newswire)","publisher_en":"JCET (PR Newswire)","kind":"filing","lang":"en","published_at":"2026-04-09","url":"https://www.prnewswire.com/news-releases/jcet-releases-2025-annual-report-posts-record-high-full-year-revenue-and-higher-profit-before-tax-302738478.html","title":"JCET 2025 연차보고서 — 매출 RMB 388.7억 역대 최대(+8.1%), 첨단패키징 RMB 270억","title_en":"JCET FY2025 annual report — record revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn","excerpt":"JCET FY2025 매출 RMB 388.7억(+8.1%), 첨단패키징 RMB 270억(~69%)","excerpt_en":"JCET FY2025 revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn (~69%)"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"Kulicke & Soffa에서 본딩·테스트 장비 매입.","excerpt_en":"Buys bonding and test equipment from Kulicke & Soffa."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"Kulicke & Soffa에서 본딩·테스트 장비 매입.","excerpt_en":"Buys bonding and test equipment from Kulicke & Soffa."}]},{"direction":"revenue","counterparty":"NXP반도체","counterparty_slug":"nxp","confidence":"mid","metric":{"type":"amount","unit":"CNY","value":38870000000,"period":"JCET FY2025 매출(+8.1%)","qualifier":"company_scale"},"note":"NXP 차량·산업 칩의 후공정을 대행 — 자동차 반도체 수요에 연동된 고객.","note_en":"Contract back-end for NXP auto/industrial chips — a customer tied to automotive-semi demand.","sources":[{"stance":"confirms","publisher":"JCET(PR Newswire)","publisher_en":"JCET (PR Newswire)","kind":"filing","lang":"en","published_at":"2026-04-09","url":"https://www.prnewswire.com/news-releases/jcet-releases-2025-annual-report-posts-record-high-full-year-revenue-and-higher-profit-before-tax-302738478.html","title":"JCET 2025 연차보고서 — 매출 RMB 388.7억 역대 최대(+8.1%), 첨단패키징 RMB 270억","title_en":"JCET FY2025 annual report — record revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn","excerpt":"JCET FY2025 매출 RMB 388.7억(+8.1%), 첨단패키징 RMB 270억(~69%)","excerpt_en":"JCET FY2025 revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn (~69%)"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"NXP반도체에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to NXP Semiconductors."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"NXP반도체에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to NXP Semiconductors."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":{"type":"amount","unit":"CNY","value":38870000000,"period":"JCET FY2025 매출(+8.1%)","qualifier":"company_scale"},"note":"삼성 칩의 후공정을 대행 — 국산 OSAT로 중국 내 물량을 흡수하는 국산화 수혜의 축.","note_en":"Contract back-end for Samsung chips — a domestic OSAT absorbing in-China volume, an axis of the localization benefit.","sources":[{"stance":"confirms","publisher":"JCET(PR Newswire)","publisher_en":"JCET (PR Newswire)","kind":"filing","lang":"en","published_at":"2026-04-09","url":"https://www.prnewswire.com/news-releases/jcet-releases-2025-annual-report-posts-record-high-full-year-revenue-and-higher-profit-before-tax-302738478.html","title":"JCET 2025 연차보고서 — 매출 RMB 388.7억 역대 최대(+8.1%), 첨단패키징 RMB 270억","title_en":"JCET FY2025 annual report — record revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn","excerpt":"JCET FY2025 매출 RMB 388.7억(+8.1%), 첨단패키징 RMB 270억(~69%)","excerpt_en":"JCET FY2025 revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn (~69%)"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"삼성전자에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to Samsung Electronics."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"삼성전자에 후공정 조립·테스트 공급/제공.","excerpt_en":"Provides assembly and test to Samsung Electronics."}]},{"direction":"cost","counterparty":"Advantest","counterparty_slug":"advantest","confidence":"mid","metric":{"type":"amount","unit":"CNY","value":38870000000,"period":"JCET FY2025 매출(+8.1%)","qualifier":"company_scale"},"note":"어드밴테스트에서 본딩·테스트 장비를 조달 — 첨단 패키징 캐파 증설의 상류 장비 병목.","note_en":"Sources bonding/test equipment from Advantest — the upstream tool bottleneck for advanced-packaging capacity.","sources":[{"stance":"confirms","publisher":"JCET(PR Newswire)","publisher_en":"JCET (PR Newswire)","kind":"filing","lang":"en","published_at":"2026-04-09","url":"https://www.prnewswire.com/news-releases/jcet-releases-2025-annual-report-posts-record-high-full-year-revenue-and-higher-profit-before-tax-302738478.html","title":"JCET 2025 연차보고서 — 매출 RMB 388.7억 역대 최대(+8.1%), 첨단패키징 RMB 270억","title_en":"JCET FY2025 annual report — record revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn","excerpt":"JCET FY2025 매출 RMB 388.7억(+8.1%), 첨단패키징 RMB 270억(~69%)","excerpt_en":"JCET FY2025 revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn (~69%)"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"Advantest에서 본딩·테스트 장비 매입.","excerpt_en":"Buys bonding and test equipment from Advantest."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"Advantest에서 본딩·테스트 장비 매입.","excerpt_en":"Buys bonding and test equipment from Advantest."}]},{"direction":"cost","counterparty":"원재료·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"amount","unit":"CNY","value":38870000000,"period":"JCET FY2025 매출(+8.1%)","qualifier":"company_scale"},"note":"제조용 원재료·소재·R&D(비공개).","note_en":"Materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"JCET(PR Newswire)","publisher_en":"JCET (PR Newswire)","kind":"filing","lang":"en","published_at":"2026-04-09","url":"https://www.prnewswire.com/news-releases/jcet-releases-2025-annual-report-posts-record-high-full-year-revenue-and-higher-profit-before-tax-302738478.html","title":"JCET 2025 연차보고서 — 매출 RMB 388.7억 역대 최대(+8.1%), 첨단패키징 RMB 270억","title_en":"JCET FY2025 annual report — record revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn","excerpt":"JCET FY2025 매출 RMB 388.7억(+8.1%), 첨단패키징 RMB 270억(~69%)","excerpt_en":"JCET FY2025 revenue RMB 38.87bn (+8.1%), advanced packaging RMB 27bn (~69%)"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"제조용 원재료·소재·R&D(비공개).","excerpt_en":"Materials and R&D (undisclosed)."}]}]}