{"slug":"leeno","name":"리노공업","name_en":"Leeno Industrial","ticker":"058470.KQ","updated_at":"2026-07-12T05:24:13.008+00:00","canonical":"https://valuechain.wiki/leeno","same_as":["https://finance.yahoo.com/quote/058470.KQ","https://finance.naver.com/item/main.naver?code=058470"],"citable":"밸류체인 그래프 기준 리노공업의 직접 연결 기업은 4곳(관계 기준 공급 0·매출 4)이고, 사슬을 2차까지 넓히면 33곳에 닿는다. 링크의 근거 출처는 3건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Leeno Industrial is directly linked to 4 companies (0 supply, 4 revenue relationships) and reaches 33 companies within two hops; the links are backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 검사 소모품 · 테스트 소켓·핀 세계 1위","kicker_en":"KOSDAQ · Test consumables · World No.1 in test sockets & pins","lead":"반도체 검사용 테스트 소켓·정밀 핀(리노핀) 세계 1위로, 웨이퍼 테스트핀 점유율이 약 70%에 이르는 소모품성 필수 부품사다. 삼성전자·SK하이닉스·TSMC·퀄컴 등 글로벌 고객에 공급하며 IC 테스트 소켓이 매출의 65.5%를 차지하는데, 상위 3개 익명 고객이 각각 매출의 10%를 넘어(합계 2,031억원) 고객 집중이 실적의 변수다. 소켓·핀은 검사량에 따라 마모·교체되는 소모재라, 신규 칩·HBM 검사 물량이 늘수록 반복 수요가 커지는 구조다.","lead_en":"The world's No.1 in IC test sockets and precision pins (Leeno Pin), a consumables-type essential-parts maker with roughly 70% share in wafer test pins. It supplies global customers including Samsung, SK hynix, TSMC and Qualcomm, with IC test sockets at 65.5% of revenue; its top three (anonymized) customers each exceed 10% of sales (KRW 203.1B combined), so customer concentration is a swing factor. Because sockets and pins wear out and are replaced with test volume, recurring demand grows as new-chip and HBM testing rises.","segments":{"fy":2025,"parts":[{"desc":"반도체 최종검사용 자체브랜드 소켓 — 매출의 65.5%. 삼성·SK하이닉스·TSMC·퀄컴 등 글로벌 고객에 공급하며, 검사량에 따라 마모·교체되는 소모재라 신규 칩·HBM 검사 물량이 늘수록 반복 수요가 커진다.","name":"IC 테스트 소켓"},{"desc":"스프링 컨택 프로브(LEENO PIN) 약 871억원(매출 ~23%). 웨이퍼 테스트핀 세계 점유 약 70%의 소모성 필수 부품으로, 소켓과 함께 팔리는 검사 소모재 축.","name":"리노핀 (검사용 프로브)"},{"desc":"초음파 진단기 부품 등 의료기기 381억원(10.24%)·상품 0.86%. 소켓·핀의 미세제조 노하우를 의료로 확장한 다각화 축.","name":"의료기기 부품·상품"}],"total":"FY2025 연결매출 3,725억원·영업이익 1,770억원(OPM 47.5%). IC 테스트 소켓 65.5%·리노핀(프로브) 약 23%(871억)·의료기기 10.24%(381억)·상품 0.86%","source":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318000182"},"segments_en":{"fy":2025,"parts":[{"desc":"Own-brand final-test sockets — 65.5% of revenue. Supplied to Samsung, SK hynix, TSMC and Qualcomm; consumables that wear and are replaced with test volume, so new-chip and HBM testing grows recurring demand.","name":"IC test sockets"},{"desc":"Spring-contact probes (LEENO PIN) ~KRW 87.1bn (~23% of revenue) — a consumable essential with ~70% global share in wafer test pins, the consumable axis sold alongside sockets.","name":"Leeno Pin (test probes)"},{"desc":"Medical-device parts (ultrasound probe components) KRW 38.1bn (10.24%) and merchandise 0.86% — a diversification axis extending the micro-manufacturing know-how from sockets/pins into medical.","name":"Medical-device parts & merchandise"}],"total":"FY2025 revenue KRW 372.5bn, operating income KRW 177.0bn (47.5% margin). IC test sockets 65.5%, Leeno Pin (probes) ~23% (KRW 87.1bn), medical-device parts 10.24% (KRW 38.1bn), merchandise 0.86%","source":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318000182"},"returns_yearly":{"2021":21,"2022":-5.3,"2023":18.3,"2024":9.5,"2025":150.1,"2026":-30.3},"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":"seagate","name":"Seagate","name_en":"Seagate Technology","tier":3,"returns_yearly":{"2021":87.5,"2022":-51.4,"2023":69.1,"2024":4.1,"2025":225.3,"2026":231.4}},{"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":"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":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":3,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}},{"slug":"eoptolink","name":"Eoptolink","name_en":"Eoptolink","tier":3,"returns_yearly":{"2021":-10.1,"2022":-27.7,"2023":136.6,"2024":197,"2025":368.8,"2026":74.9}},{"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":"arista","name":"Arista Networks","name_en":"Arista Networks","tier":3,"returns_yearly":{"2021":97.9,"2022":-15.6,"2023":94.1,"2024":87.7,"2025":18.5,"2026":42.7}},{"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":"planet-labs","name":"플래닛랩스","name_en":"Planet Labs","tier":3,"returns_yearly":{"2022":-29.3,"2023":-43.2,"2024":63.6,"2025":388.1,"2026":32.1}},{"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":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"nikon","name":"니콘","name_en":"Nikon","tier":3,"returns_yearly":{"2021":46.2,"2022":10.9,"2023":23.1,"2024":13.7,"2025":19.7,"2026":15.9}},{"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":"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":"costco","name":"Costco Wholesale","name_en":"Costco Wholesale","tier":3,"returns_yearly":{"2021":51.8,"2022":-19,"2023":49,"2024":39.6,"2025":-5.4,"2026":6.6}},{"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":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":3,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":2.6}},{"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":"mercadolibre","name":"MercadoLibre","name_en":"MercadoLibre, Inc.","tier":3,"returns_yearly":{"2021":-19.5,"2022":-37.2,"2023":85.7,"2024":8.2,"2025":18.5,"2026":-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":"mcdonalds","name":"McDonald's","name_en":"McDonald's","tier":3,"returns_yearly":{"2021":27.8,"2022":0.5,"2023":15.1,"2024":0.1,"2025":7.9,"2026":-9}},{"slug":"lvmh","name":"LVMH","name_en":"LVMH Moet Hennessy Louis Vuitton","tier":3,"returns_yearly":{"2021":46.6,"2022":12.7,"2023":-1.8,"2024":-7.3,"2025":-20.4,"2026":-9}},{"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":"shopify","name":"Shopify","name_en":"Shopify","tier":3,"returns_yearly":{"2021":21.7,"2022":-74.8,"2023":124.4,"2024":36.5,"2025":51.4,"2026":-23.9}},{"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":"aerovironment","name":"AeroVironment","name_en":"AeroVironment","tier":3,"returns_yearly":{"2021":-28.6,"2022":38.1,"2023":47.1,"2024":22.1,"2025":57.2,"2026":-40.2}},{"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":"intel","name":"Intel","name_en":"Intel","tier":2,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":197.7}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":2,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":2,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera Labs","tier":2,"returns_yearly":{"2025":25.6,"2026":148.2}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":2,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":52.9,"2024":58.3,"2025":24.9,"2026":124.3}},{"slug":"fortinet","name":"포티넷","name_en":"Fortinet","tier":2,"returns_yearly":{"2021":142,"2022":-32,"2023":19.7,"2024":61.4,"2025":-16,"2026":98.4}},{"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":"renesas","name":"르네사스","name_en":"Renesas Electronics","tier":2,"returns_yearly":{"2021":8.2,"2022":2.4,"2023":88,"2024":-13.6,"2025":23.8,"2026":84.9}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":2,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":79.2}},{"slug":"realtek","name":"리얼텍","name_en":"Realtek","tier":2,"returns_yearly":{"2021":19.6,"2022":-33.8,"2023":56.2,"2024":19.1,"2025":-6.4,"2026":73.7}},{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","tier":2,"returns_yearly":{"2021":21.4,"2022":67.6,"2023":99.4,"2024":-13.7,"2025":101.4,"2026":66.4}},{"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":"cisco","name":"Cisco","name_en":"Cisco","tier":2,"returns_yearly":{"2021":45.8,"2022":-22.5,"2023":9.3,"2024":21,"2025":33.5,"2026":59.8}},{"slug":"montage","name":"Montage Technology","name_en":"Montage Technology","tier":2,"returns_yearly":{"2021":-18.2,"2022":-21.8,"2023":-18,"2024":51.4,"2025":169,"2026":47.4}},{"slug":"analog-devices","name":"Analog Devices","name_en":"Analog Devices","tier":2,"returns_yearly":{"2021":21,"2022":-4.9,"2023":23.4,"2024":8.8,"2025":29.8,"2026":46.7}},{"slug":"microchip","name":"Microchip","name_en":"Microchip Technology","tier":2,"returns_yearly":{"2021":27.5,"2022":-18,"2023":30.9,"2024":-35,"2025":14.6,"2026":40.6}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":2,"returns_yearly":{"2021":44.8,"2022":-29.2,"2023":48.4,"2024":-8,"2025":6.4,"2026":35.8}},{"slug":"alchip","name":"알칩","name_en":"Alchip Technologies","tier":2,"returns_yearly":{"2021":14.3,"2022":-8.7,"2023":365.1,"2024":-18.9,"2025":0.8,"2026":34.7}},{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure Storage)","tier":2,"returns_yearly":{"2021":44,"2022":-17.8,"2023":33.3,"2024":72.3,"2025":9.1,"2026":18.4}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":2,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":16}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":2,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":14.3}},{"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":"ambarella","name":"Ambarella","name_en":"Ambarella","tier":2,"returns_yearly":{"2021":121,"2022":-59.5,"2023":-25.5,"2024":18.7,"2025":-2.6,"2026":9.1}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":2,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-2.4}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":2,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-6}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":2,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-8.5}},{"slug":"will-semiconductor","name":"웨이얼반도체(윌세미)","name_en":"Will Semiconductor","tier":2,"returns_yearly":{"2021":-12.1,"2022":-49.7,"2023":-8.3,"2024":22.8,"2025":15.5,"2026":-14.8}},{"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":"cerebras","name":"Cerebras","name_en":"Cerebras Systems","tier":2,"returns_yearly":null},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":1,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":140.3}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":1,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":43.6}},{"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":[],"analysis":"반도체 검사용 테스트 소켓·핀 세계 1위로, 웨이퍼 테스트핀 점유율 약 70%를 쥔 소모품성 필수 부품사다. 소켓·핀이 검사량에 따라 마모·교체되는 소모재라 신규 칩·HBM 검사 물량 증가가 반복 수요로 이어지는 것이 성장 논리이고, IC 테스트 소켓이 매출의 65.5%를 차지한다. 리스크는 상위 3개 고객이 각각 매출의 10%를 넘는 고객 집중과, 검사 투자 사이클에 실적이 출렁이는 변동성이다. 그래프상 상류 트리거는 삼성전자·SK하이닉스·TSMC의 검사 물량이며, 이 노드는 그 물량의 소모재 수혜 지점이다.","analysis_en":"The world's No.1 in test sockets and pins, a consumables-type essential-parts maker holding ~70% of the wafer test-pin market. Because sockets and pins wear out and are replaced with test volume, rising new-chip and HBM testing translates into recurring demand — the growth logic — and IC test sockets are 65.5% of revenue. Risks are customer concentration (the top three each above 10% of sales) and volatility that swings with test-investment cycles. Upstream on the graph the trigger is test volume at Samsung, SK hynix and TSMC, and this node is the consumables beneficiary of that volume.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"share","unit":"%","basis":"웨이퍼 테스트핀 세계 점유율","value":70,"period":"2024","basis_en":"global wafer test-pin share","qualifier":"band"},"note":"삼성전자에 테스트 소켓·핀 공급 — 웨이퍼 테스트핀 세계 점유 ~70%를 쥔 최대급 고객이자 소모재 반복 수요원.","note_en":"Supplies test sockets and pins to Samsung — a top customer within its ~70% global wafer test-pin share and a source of recurring consumables demand.","sources":[{"stance":"mentions","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318000182","title":"leeno 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"주요 고객 매출(FY2025, 익명 공시): A사 831.5억·B사 615.4억·C사 584.3억원, 합계 2,031.2억원(각 10%+ 고객). IC 테스트 소켓이 전체 매출의 65.5%.","excerpt_en":"Major-customer revenue (FY2025, anonymized): KRW 83.2bn / 61.5bn / 58.4bn, totaling KRW 203.1bn (each above 10%). IC test sockets are 65.5% of total revenue."},{"stance":"confirms","publisher":"리노공업","publisher_en":"Leeno","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.leeno.com","title":"리노공업 IR","title_en":"Leeno IR","excerpt":"삼성전자에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to Samsung Electronics."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/leeno","title":"리노공업 소개","title_en":"Leeno profile","excerpt":"삼성전자에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to Samsung Electronics."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 테스트 소켓·핀 공급 — HBM·D램 검사 물량 증가가 소모재 교체 수요로 직결.","note_en":"Supplies test sockets and pins to SK hynix — rising HBM/DRAM test volume flows directly into consumables-replacement demand.","sources":[{"stance":"mentions","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318000182","title":"leeno 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"주요 고객 매출(FY2025, 익명 공시): A사 831.5억·B사 615.4억·C사 584.3억원, 합계 2,031.2억원(각 10%+ 고객). IC 테스트 소켓이 전체 매출의 65.5%.","excerpt_en":"Major-customer revenue (FY2025, anonymized): KRW 83.2bn / 61.5bn / 58.4bn, totaling KRW 203.1bn (each above 10%). IC test sockets are 65.5% of total revenue."},{"stance":"confirms","publisher":"리노공업","publisher_en":"Leeno","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.leeno.com","title":"리노공업 IR","title_en":"Leeno IR","excerpt":"SK하이닉스에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to SK hynix."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/leeno","title":"리노공업 소개","title_en":"Leeno profile","excerpt":"SK하이닉스에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to SK hynix."}]},{"direction":"revenue","counterparty":"Qualcomm","counterparty_slug":"qualcomm","confidence":"mid","metric":null,"note":"퀄컴 등 팹리스에 테스트 소켓·핀 공급 — 시스템반도체 검사 소모재 수요.","note_en":"Supplies test sockets and pins to fabless customers like Qualcomm — consumables demand for logic-chip testing.","sources":[{"stance":"mentions","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318000182","title":"leeno 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"주요 고객 매출(FY2025, 익명 공시): A사 831.5억·B사 615.4억·C사 584.3억원, 합계 2,031.2억원(각 10%+ 고객). IC 테스트 소켓이 전체 매출의 65.5%.","excerpt_en":"Major-customer revenue (FY2025, anonymized): KRW 83.2bn / 61.5bn / 58.4bn, totaling KRW 203.1bn (each above 10%). IC test sockets are 65.5% of total revenue."},{"stance":"confirms","publisher":"리노공업","publisher_en":"Leeno","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.leeno.com","title":"리노공업 IR","title_en":"Leeno IR","excerpt":"Qualcomm에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to Qualcomm."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/leeno","title":"리노공업 소개","title_en":"Leeno profile","excerpt":"Qualcomm에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to Qualcomm."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"mid","metric":null,"note":"TSMC에 테스트 소켓·핀 공급 — 파운드리 검사 공정의 소모재 공급 관계.","note_en":"Supplies test sockets and pins to TSMC — a consumables supply relationship in foundry test.","sources":[{"stance":"mentions","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318000182","title":"leeno 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"주요 고객 매출(FY2025, 익명 공시): A사 831.5억·B사 615.4억·C사 584.3억원, 합계 2,031.2억원(각 10%+ 고객). IC 테스트 소켓이 전체 매출의 65.5%.","excerpt_en":"Major-customer revenue (FY2025, anonymized): KRW 83.2bn / 61.5bn / 58.4bn, totaling KRW 203.1bn (each above 10%). IC test sockets are 65.5% of total revenue."},{"stance":"confirms","publisher":"리노공업","publisher_en":"Leeno","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.leeno.com","title":"리노공업 IR","title_en":"Leeno IR","excerpt":"TSMC에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to TSMC."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/leeno","title":"리노공업 소개","title_en":"Leeno profile","excerpt":"TSMC에 테스트 소켓·핀 공급.","excerpt_en":"Supplies test sockets and pins to TSMC."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"테스트 소켓·핀 제조용 원재료·소재 매입(비공개).","note_en":"Raw materials for test sockets and pins (undisclosed).","sources":[{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/leeno","title":"리노공업 소개","title_en":"Leeno profile","excerpt":"테스트 소켓·핀 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for test sockets and pins (undisclosed)."}]},{"direction":"cost","counterparty":"설비·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·연구개발 투자(비공개).","note_en":"Production equipment and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/leeno","title":"리노공업 소개","title_en":"Leeno profile","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]}]}