# Who are Kyocera's customers? Who does Kyocera earn revenue from?
Canonical: https://valuechain.wiki/kyocera · Facet: customers · Updated: 2026-07-12T03:30:27.982+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Kyocera's confirmed revenue counterparties include Apple plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 3 revenue edges, backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).

### 반도체·데이터센터 (세라믹·유기 패키지) (high)
- note: The real engine of Kyocera's profit growth — within Core Components (FY2026 revenue JPY 653.4bn, +10.4%), the Semiconductor Components Unit jumped to JPY 379.4bn (+16%) with JPY 46.9bn business profit. As AI data centers demand larger, denser packages, ceramic and organic (FC-BGA) package demand surged, and Kyocera launched a multilayer ceramic core substrate aimed at organic substrates' warpage/wiring limits — positioning at the start of the 2.5D advanced-packaging cycle.
- [confirms] Kyocera Corporation (EN, filing, published 2026-04-30) https://global.kyocera.com/ir/pdf/FY26_4Q_FinancialResults.pdf: "Core Components revenue JPY 653.4bn (+10.4%); Semiconductor Components Unit JPY 379.4bn (+16.0%), profit JPY 46.9bn, led by ICT/data-center packages."
- [confirms] Kyocera Corporation (EN, news, published 2026-04-27) https://global.kyocera.com/newsroom/news/2026/001185.html: "Multilayer ceramic core substrate for AI data-center xPUs and switch ASICs — addresses organic-substrate warpage and wiring limits."
- [mentions] Kyocera Korea (KO, news, published 2025-06-01) https://korea.kyocera.com/products/sc/: "Kyocera supplies high-reliability ceramic packages/substrates for smartphones, optical comms, image sensors, RF chips."

### 애플 (high)  → /apple.md
- note: Kyocera is the only maker in the world of the multilayer ceramic substrate the iPhone camera sensor sits on (11 layers, 10,000 micro-holes, fired at 1,600C) — a sourcing relationship deeply designed-in to a tiny but irreplaceable part. Add hundreds of tiny MLCCs per iPhone, and it is precision-others-cannot-match, not volume, that protects Kyocera's share. One of four Japanese camera-component suppliers with TDK, AGC, Sony.
- [confirms] gori.me (EN, news, published 2025-09-15) https://gori.me/en/iphone/iphone-news/161751/: "Kyocera builds the multi-layer ceramic substrate the iPhone camera sensor sits on — a structure nobody else makes. Tim Cook visited its Yokohama lab."
- [mentions] Kyocera Korea (KO, news, published 2025-06-01) https://korea.kyocera.com/products/sc/: "Holds ceramic package/lid product lines for imaging sensors."

### 자동차·ICT 고객 (MLCC·커넥터, Kyocera AVX) (high)
- note: Electronic Components (Kyocera AVX / KAVX) — FY2026 revenue JPY 363.5bn (+2.5%), business profit JPY 7.3bn. Capacitors (MLCC) for automotive and ICT drive volume, but competing with Murata and Samsung Electro-Mechanics makes it commodity-like, with margins below Core Components. It is tightening the portfolio, divesting the low-return silicon-diode power-semi business.
- [mentions] MarketScreener (EN, research, published 2026-06-12) https://www.marketscreener.com/quote/stock/KYOCERA-CORPORATION-6492472/consensus/: "14-analyst consensus 'Neutral'; avg 12-month target ~JPY 2,271 (high 2,915, low 1,500)."
- [confirms] Kyocera Corporation (EN, filing, published 2026-04-30) https://global.kyocera.com/ir/pdf/FY26_4Q_FinancialResults.pdf: "Electronic Components revenue JPY 363.5bn (+2.5%); KAVX capacitors for automotive/ICT lifted profit."

Reverse side: https://valuechain.wiki/kyocera/suppliers.md · Ripple: https://valuechain.wiki/kyocera/ripple.md

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