# 누가 우스터의 고객인가? 우스터의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/ouster · Facet: customers · Updated: 2026-07-12T04:06:47.55+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 우스터의 확인된 매출 상대는 Komatsu (자율주행 광산장비) 외 익명·묶음 관계 4건이다. 밸류체인 그래프 기준 매출 엣지 5건, 근거 출처 12건 중 1차공시 2건 (valuechain.wiki, 2026-07-12 기준).

### 산업·로보틱스·인프라 (라이다) (high)
- note: 창고자동화·로보틱스·스마트인프라에 디지털 라이다(3Q 7,200대).
- [confirms] Business Wire (EN, news, published 2026-05-12) https://www.businesswire.com/news/home/20260512349586/en/Ouster-Brings-REV8-Native-Color-Lidar-to-the-NVIDIA-DRIVE-Hyperion-Platform-for-Autonomous-Vehicle-Development: "Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform"
- [confirms] Investing.com 코리아 (KO, news, published 2026-05-06) https://kr.investing.com/news/company-news/article-93CH-1928657: "오스터 2026년 1분기, 매출 49% 급증"
- [confirms] StockTitan (EN, news, published 2026-03-02) https://www.stocktitan.net/sec-filings/OUST/8-k-ouster-inc-reports-material-event-e2d1567ac718.html: "Ouster posts record 2025 revenue and Q4 profit"
- [confirms] SEC EDGAR (Ouster 10-K) (EN, filing, published 2026-03-02) https://www.sec.gov/Archives/edgar/data/1816581/000162828026013313/oust-20251231.htm: "Ouster, Inc. Form 10-K FY2025"
- [confirms] 글로벌이코노믹 (KO, news, published 2026-02-11) https://www.g-enews.com/article/Global-Biz/2026/02/2026021023050059992bd56fbc3c_1: "미 오스터, 스테레오랩스 4800만달러에 인수…'물리적 AI'"
- [confirms] Yahoo Finance (EN, news, published 2025-11-01) https://finance.yahoo.com/news/ouster-announces-results-third-quarter-211000946.html: "창고자동화·로보틱스·스마트인프라에 디지털 라이다(3Q 7,200대)."
- [confirms] SEC EDGAR (EN, filing, published 2025-11-01) https://www.sec.gov/Archives/edgar/data/0001816581/000119312525264756/d44003dex991.htm: "창고자동화·로보틱스·스마트인프라에 디지털 라이다(3Q 7,200대)."
- [confirms] Business Wire (EN, news, published 2025-05-08) https://www.businesswire.com/news/home/20250508206993/en/Ouster-to-Supply-Lidar-Sensors-for-Komatsus-Suite-of-Autonomous-Offerings: "Ouster to Supply Lidar Sensors for Komatsu's Autonomous Offerings"

### Komatsu (자율주행 광산장비) (high)  → /komatsu.md
- note: Komatsu 자율주행 광산장비에 OS-시리즈(REV7) 디지털 라이다 공급 — 수백만 달러 규모 계약(2025-05).
- [confirms] Business Wire (EN, news, published 2025-05-08) https://www.businesswire.com/news/home/20250508206993/en/Ouster-to-Supply-Lidar-Sensors-for-Komatsus-Suite-of-Autonomous-Offerings: "Ouster, Komatsu 자율주행 라이다 공급 계약"
- [confirms] Mining.com (EN, news, published 2025-05-08) https://www.mining.com/web/ouster-to-supply-lidar-sensors-for-komatsus-suite-of-autonomous-offerings/: "Ouster will supply lidar sensors for Komatsu's autonomous mining equipment through a multimillion-dollar agreement... REV7 series sensors to replace older 2D lidar systems. (수백만달러 규모 공급 계약, REV7 채택)"

### Motional (high)
- note: IONIQ 5 기반 로보택시용 장거리 라이다 독점 공급사로 선정(현대차·앱티브 JV). Alpha Prime VLS-128을 2026년까지 양산 공급하는 계약.
- [confirms] Ouster IR (EN, ir, published 2023-05-11) https://investors.ouster.com/news-releases/news-release-details/ouster-awarded-production-win-motional-be-exclusive-supplier: "Motional selected Ouster as the exclusive provider of long-range lidar sensors for its all-electric IONIQ 5-based robotaxis... supply through 2026. (독점 장거리 라이다 공급)"

### Serve Robotics (high)
- note: 우버이츠 배달로봇용 라이다 다년 공급 계약(2022 체결, 2024-07 연장). OS1·REV7 센서 탑재, 목표 2,000대 규모.
- [confirms] The Robot Report (EN, news, published 2024-07-02) https://www.therobotreport.com/serve-robots-expands-koreatown-ouster-agreement/: "The company will outfit its delivery robots with Ouster's REV7 sensors as part of the expanded lidar supply arrangement. (연장된 공급 계약으로 REV7 탑재)"

### Forterra (미 국방 자율주행) (high)
- note: 미 국방부 지상 자율주행 4개 프로그램(RCV·ATV-S·ROGUE Fires·SMET)에 들어가는 Forterra AutoDrive 플랫폼에 OS 라이다 다수 탑재. 누적 100대+ 출고.
- [confirms] Ouster (EN, ir, published 2024-06-01) https://ouster.com/insights/case-studies/forterra: "Forterra's AutoDrive platform is equipped with multiple OS digital lidar sensors from Ouster... selected to develop systems for four active DoD programs. (국방 4개 프로그램용 플랫폼에 탑재)"

반대 방향: https://valuechain.wiki/ouster/suppliers.md · 파급: https://valuechain.wiki/ouster/ripple.md

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