# Who are POSCO Holdings's customers? Who does POSCO Holdings earn revenue from?
Canonical: https://valuechain.wiki/posco-holdings · Facet: customers · Updated: 2026-07-12T04:41:41.652115+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: POSCO Holdings's confirmed revenue counterparties include LG Electronics (steel supply), 포스코퓨처엠, 삼성중공업 (조선용 강재·후판) plus 6 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 9 revenue edges, backed by 10 dated sources, 7 of them primary filings (as of 2026-07-12).

### 철강 고객 (자동차·건설·조선 등) (high)
- metric: Amount ₩35T · FY2025 · POSCO standalone steel revenue
- note: Revenue from steel, the group's largest business. POSCO's standalone FY2025 revenue was KRW 35.01tn, sold across autos, construction, shipbuilding and more.
- [confirms] POSCO Newsroom (KO, ir, published 2026-01-29) https://newsroom.posco.com/kr/%ED%8F%AC%EC%8A%A4%EC%BD%94%ED%99%80%EB%94%A9%EC%8A%A4-2025%EB%85%84-%EC%8B%A4%EC%A0%81-%EB%B0%9C%ED%91%9C%EC%B2%A0%EA%B0%95%C2%B7%EC%97%90%EB%84%88%EC%A7%80-%EC%82%AC%EC%97%85-%EA%B2%AC/: "Steel-segment standalone revenue was KRW 35.01tn, down 6.8% year on year, while operating profit rose 20.8% to KRW 1.78tn on cost innovation."

### LG전자 (철강 공급) (high)  → /lg-electronics.md
- metric: Amount ₩1.5T · FY2025 LG전자향 Steel
- note: Supplies steel for LG Electronics' appliance sheet metal — ~KRW 1,541.5bn in FY2025.
- [confirms] DART (FSS) (KO, filing, published 2026-03-13) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260313000662: "POSCO is LG Electronics' HS+ES steel supplier"

### 포스코퓨처엠 (high)  → /posco-future-m.md
- metric: Count 20,000톤 · 연간 · Lithium hydroxide supply to POSCO Future M (20,000-30,000 tons)
- note: The group's lithium chain (POSCO Pilbara Lithium Solution and others) supplies lithium hydroxide to cathode maker POSCO Future M, starting at 20,000 tons and up to 30,000 tons a year, the key link in its vertical integration.
- [confirms] KRX KIND (KO, filing, published 2026-03-11) https://kind.krx.co.kr/common/disclsviewer.do?acptno=20260311002434&docno=&method=search: "The business report records lithium hydroxide supply to the group cathode maker (POSCO Future M); 68kt lithium capacity."
- [confirms] POSCO Newsroom (KO, ir, published 2024-11-29) https://newsroom.posco.com/kr/%ED%8F%AC%EC%8A%A4%EC%BD%94%ED%99%80%EB%94%A9%EC%8A%A4-%EA%B5%AD%EB%82%B4-%EC%88%98%EC%82%B0%ED%99%94%EB%A6%AC%ED%8A%AC-%EC%83%9D%EC%82%B0%EA%B3%B5%EC%9E%A5-%EC%A2%85%ED%95%A9-%EC%A4%80%EA%B3%B5/: "POSCO Pilbara Lithium Solution will supply cathode maker POSCO Future M with lithium hydroxide starting at 20,000 and up to 30,000 tons a year, with 68,000 tons total capacity combining 25,000 tons of Argentine brine and 43,000 tons of ore."
- [confirms] POSCO Newsroom (EN, ir, published 2023-11-29) https://newsroom.posco.com/en/securing-critical-mineral-lithium-to-complete-the-full-value-chain-of-the-rechargeable-battery-material-business/: "POSCO secures lithium from Argentine brine and Australian Pilbara ore, processes it into lithium hydroxide, and supplies it as cathode material for the group's rechargeable-battery cathode business."

### 삼성중공업 (조선용 강재·후판) (high)  → /samsung-heavy-industries.md
- note: Named as a principal steel/plate supplier in Samsung Heavy's annual report.
- [confirms] FSS DART (KO, filing, published 2026-03-12) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260312001037: "POSCO named as a principal raw-material supplier to Samsung Heavy."

### 한화오션 (선박용 후판·강재) (high)  → /hanwha-ocean.md
- note: Named as a ship-plate/steel supplier in Hanwha Ocean's annual report.
- [confirms] FSS DART (KO, filing, published 2026-03-11) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260311004557: "POSCO named as a steel-plate supplier to Hanwha Ocean."

### 효성중공업 (방향성 전기강판) (mid)  → /hyosung-heavy-industries.md
- note: The channel through which the transformer supercycle's benefit flows upstream to steel — POSCO supplies grain-oriented electrical steel (GOES) for transformer cores to Hyosung Heavy and other Korean heavy-electrical makers. As AI data centers and grid replacement surge transformer demand, GOES has become a tight, high-value grade underpinning POSCO's premium flat-steel demand.
- [confirms] DART (Financial Supervisory Service) (KO, filing, published 2026-03-23) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001004: "POSCO named among Hyosung Heavy's key steel suppliers (grain-oriented electrical steel)."

### 리튬·니켈 대외 고객 (이차전지소재, 비공개) (mid)
- note: With Argentine brine lithium in commercial production, a new business also supplying lithium and nickel to battery-material customers beyond the group; individual clients and volumes undisclosed.
- [mentions] POSCO Newsroom (KO, ir, published 2026-01-29) https://newsroom.posco.com/kr/%ED%8F%AC%EC%8A%A4%EC%BD%94%ED%99%80%EB%94%A9%EC%8A%A4-2025%EB%85%84-%EC%8B%A4%EC%A0%81-%EB%B0%9C%ED%91%9C%EC%B2%A0%EA%B0%95%C2%B7%EC%97%90%EB%84%88%EC%A7%80-%EC%82%AC%EC%97%85-%EA%B2%AC/: "The Argentine lithium mine has entered commercial production and is raising shipments, and the acquired Australian lithium stake will start contributing to earnings from the second half."

### HD현대중공업 (선박용 후판·강재) (mid)  → /hd-hyundai-heavy-industries.md
- note: Supplies ship plate and steel to HD Hyundai Heavy.
- [mentions] FSS DART (KO, filing, published 2026-03-20) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260320000859: "POSCO supplies ship plate to HD Hyundai Heavy."

### HD한국조선해양 (연결 선박용 후판) (mid)  → /hd-korea-shipbuilding-offshore-engineering.md
- note: Supplies ship plate to HD Hyundai's three yards.
- [mentions] FSS DART (KO, filing, published 2026-03-20) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260320001032: "POSCO supplies ship plate to the HD Korea Shipbuilding group."

Reverse side: https://valuechain.wiki/posco-holdings/suppliers.md · Ripple: https://valuechain.wiki/posco-holdings/ripple.md

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