# Who does Kyocera pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/kyocera · Facet: suppliers · Updated: 2026-07-12T03:30:27.982+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Kyocera's confirmed suppliers/cost counterparties include Qualcomm plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 2 cost edges, backed by 2 dated sources, 0 of them primary filings (as of 2026-07-12).

### KDDI (high)
- note: Kyocera's hidden asset and earnings wildcard — the KDDI stake it helped found (cut from 14.77% to 13.36% in FY2026). That sale (~JPY 124.8bn) plus SouthernCarlson divestment gains lifted net profit +485% (JPY 141.0bn), which conversely means much of the headline surge came from asset reallocation, not operations. A lever for balance-sheet/capital efficiency and a source of earnings noise.
- [confirms] Kyocera Corporation (EN, filing, published 2026-04-30) https://global.kyocera.com/ir/pdf/FY26_4Q_FinancialResults.pdf: "Gains on sale of KDDI shares reflected — pretax profit JPY 169.0bn (+165.6%), net profit JPY 141.0bn (+485%)."
- [confirms] TipRanks (EN, news, published 2025-05-14) https://www.tipranks.com/news/company-announcements/kyocera-trims-kddi-stake-in-124-8bn-share-sale-books-large-one-off-gain: "Kyocera tendered 53.68m KDDI shares (~JPY 124.8bn) into KDDI's buyback, booking a large gain while remaining a major shareholder."

### 퀄컴 (high)  → /qualcomm.md
- note: Kyocera's rugged smartphones (DuraForce) run on Qualcomm Snapdragon (Ultra 5G = 765G, PRO 3 = 7 Gen 1) — Kyocera assembles the handset, but the 'brain' is Qualcomm's, so the margin and roadmap of this niche device business are gated by an external SoC supplier.
- [confirms] Qualcomm (EN, news, published 2025-06-01) https://www.qualcomm.com/smartphones/device-finder/kyocera-corporation-duraforce-ultra-5g: "Qualcomm's device finder lists Kyocera DuraForce Ultra 5G with Snapdragon."

### 기판 소재 — ABF 빌드업 필름·유기 기판 재료 (mid)
- note: For organic (FC-BGA) packages it procures build-up dielectric film (ABF) and core materials — the more it scales advanced FC-BGA with 3,000+ I/Os, the deeper its reliance on the materials supply chain (Ajinomoto ABF and others), an external-dependence axis that contrasts with its self-fired ceramics.
- [mentions] Kyocera Corporation (EN, news, published 2025-01-01) https://global.kyocera.com/prdct/organic/prdct/package/fcbga/std/: "Kyocera build-up structure FC-BGA — fine design rule, high-reliability IC packages, 3,000+ I/Os."

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

---
Full node: https://valuechain.wiki/kyocera.md · JSON: https://valuechain.wiki/kyocera.json