# 누가 퀄컴의 고객인가? 퀄컴의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/qualcomm · Facet: customers · Updated: 2026-07-12T06:23:06.621192+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 퀄컴의 확인된 매출 상대는 LG전자 VS (전장 반도체)·Apple·샤오미 외 익명·묶음 관계 3건이다. 밸류체인 그래프 기준 매출 엣지 6건, 근거 출처 8건 중 1차공시 3건 (valuechain.wiki, 2026-07-12 기준).

### LG전자 VS (전장 반도체) (high)  → /lg-electronics.md
- metric: 금액 4,146억원 · FY2025 LG전자 VS Chip
- note: LG전자 전장(VS) 텔레매틱스·인포테인먼트용 반도체를 공급(NXP 등과 함께) — FY2025 VS Chip 매입 4,146억원 축.
- [confirms] 금융감독원 전자공시(DART) (KO, filing, published 2026-03-13) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260313000662: "LG전자 VS Chip 매입처 NXP·Qualcomm 등"

### Apple (high)  → /apple.md
- metric: 매출 ~$39B · FY2024 · 연간 매출
- note: Apple에 5G 모뎀 칩 공급.
- [confirms] 한국경제 (KO, news, published 2026-01-07) https://www.hankyung.com/article/2026010776221: "삼성과 2나노 파운드리 재논의."
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "In fiscal 2025, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of consolidated revenues; Apple buys MDM (thin modem) products and is expected to increasingly use its own modem, a significant negative to QCT."
- [confirms] TrendForce (EN, news, published 2025-03-26) https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/: "스냅드래곤 최첨단 물량 TSMC로."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-06) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K: "10-K: QCT 칩셋·QTL 라이선스."

### 스마트폰 OEM (삼성·샤오미 등) (high)
- metric: 매출 $27.8B · FY2025 · QCT 핸드셋 FY2025 매출(삼성 ≥10%)
- note: 스냅드래곤 AP·모뎀을 스마트폰 OEM에 공급.
- [confirms] 한국경제 (KO, news, published 2026-01-07) https://www.hankyung.com/article/2026010776221: "갤럭시·샤오미 등 스냅드래곤 탑재."
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT Handsets revenue $27,793M in FY2025; Samsung comprised 10%+ of consolidated revenues."

### 샤오미 (high)  → /xiaomi.md
- metric: 매출 비중 10% · FY2025 10-K 고객 집중도
- note: 플래그십 스냅드래곤 AP 판매(세계 3위 스마트폰 제조사).
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "Xiaomi comprised 10% or more of Qualcomm's fiscal 2025 consolidated revenues (three 10%+ customers at 21%/20%/13%)."
- [mentions] CNBC (EN, news, published 2025-05-19) https://www.cnbc.com/2025/05/19/chinas-xiaomi-commits-6point9-billion-to-in-house-chips.html: "Xiaomi flagship phones continue on Snapdragon."

### 교세라 (high)  → /kyocera.md
- note: 교세라 러기드 스마트폰(DuraForce)용 스냅드래곤 칩셋을 공급 — 퀄컴에겐 다수 단말 OEM 중 하나이나, 교세라 단말의 성능을 규정하는 핵심 공급 관계.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT IoT revenue grew 22% to $6,617M in FY2025 (consumer, industrial, edge networking)."
- [confirms] Qualcomm (EN, news, published 2025-06-01) https://www.qualcomm.com/smartphones/device-finder/kyocera-corporation-duraforce-ultra-5g: "퀄컴 기기 파인더 — 교세라 DuraForce Ultra 5G(Snapdragon 탑재)."

### 제너럴 모터스 (mid)  → /general-motors.md
- metric: 매출 $4B · FY2025 · QCT 오토모티브 FY2025 매출(+36%, 다변화)
- note: GM 차량의 콕핏·텔레매틱스·ADAS 칩 공급.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT Automotive revenue grew 36% to $3,957M in FY2025 (digital cockpit, ADAS/AD)."
- [confirms] Green Car Congress (EN, news, published 2021-01-27) https://www.greencarcongress.com/2021/01/20210127-qualcommgm.html: "Snapdragon platforms power GM digital cockpits and ADAS."

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

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전체 노드: https://valuechain.wiki/qualcomm.md · JSON: https://valuechain.wiki/qualcomm.json