# 퀄컴의 주요 공급사는 어디인가? 퀄컴의 비용은 누구에게 가는가?
Canonical: https://valuechain.wiki/qualcomm · Facet: suppliers · Updated: 2026-07-12T06:23:06.621192+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 퀄컴의 확인된 공급·비용 상대는 JCET·Arm Holdings·TSMC 외 익명·묶음 관계 11건이다. 밸류체인 그래프 기준 비용 엣지 14건, 근거 출처 22건 중 1차공시 4건 (valuechain.wiki, 2026-07-12 기준).

### JCET (high)  → /jcet.md
- note: JCET에서 후공정 조립·테스트 이용.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in QCT."
- [confirms] 트렌드포스 (EN, analysis, published 2025-05-13) https://www.trendforce.com/presscenter/news/20250513-12577.html: "JCET에서 후공정 조립·테스트 이용."
- [confirms] JCET (EN, ir, published 2025-05-01) https://www.jcetglobal.com/en/: "JCET에서 후공정 조립·테스트 이용."

### Arm Holdings (high)  → /arm.md
- note: Arm Holdings에서 CPU 아키텍처 IP 매입/사용.
- [confirms] 이코노미6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "애플·퀄컴·삼성·엔비디아가 ARM IP 사용."
- [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: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in 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."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 매출 $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: 라이선스·로열티 매출."

### TSMC (high)  → /tsmc.md
- note: TSMC에서 첨단 파운드리 위탁생산 매입/사용.
- [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: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in 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."

### QSI 전략투자 (스타트업·자본배치) (high)
- note: 퀄컴은 QCT·QTL 외에 QSI(Qualcomm Strategic Investments)로 유망 기술 스타트업·기업에 전략적 지분 투자를 집행한다 — 자동차·IoT·AI 등 성장영역 생태계를 선점하고 미래 칩 수요를 심는 자본배치 구조로, 애플 모뎀 이탈에 대비한 다변화 전략과 맞물린다.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "We conduct business primarily through QCT and QTL, while QSI makes strategic investments."

### KYEC (mid)  → /kyec.md
- note: KYEC에서 반도체 테스트 이용.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in QCT."
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "KYEC에서 반도체 테스트 이용."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "KYEC에서 반도체 테스트 이용."

### UMC (mid)  → /umc.md
- note: UMC에 성숙노드 위탁생산 지급.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in QCT."
- [confirms] Tom's Hardware (EN, news, published 2025-06-15) https://www.tomshardware.com/tech-industry/semiconductors/the-trailing-edge-foundry-roadmap-examined: "UMC의 주요 고객에 퀄컴 포함 — 22/28nm 성숙·특수공정 위탁(매출의 40%대)."

### 리노공업 (mid)  → /leeno.md
- note: 리노공업에서 테스트 소켓·핀 매입.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in QCT."
- [confirms] 리노공업 (EN, ir, published 2025-05-01) https://www.leeno.com: "리노공업에서 테스트 소켓·핀 매입."
- [confirms] 코머신 (KO, analysis, published 2025-01-01) https://www.komachine.com/ko/companies/leeno: "리노공업에서 테스트 소켓·핀 매입."

### Siemens EDA (mid)  → /siemens-eda.md
- note: 지멘스 EDA(Calibre 등) 라이선스 지급.
- [confirms] 위키백과 (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/멘토_그래픽스: "Qualcomm가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계."
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in QCT."
- [confirms] SemiWiki (EN, research, published 2025-06-01) https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/: "Qualcomm가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계."

### Cadence Design Systems (mid)  → /cadence.md
- note: Cadence Design Systems에서 EDA 설계 툴 매입/사용.
- [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: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in 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."

### 삼성전자 (mid)  → /samsung-electronics.md
- note: Samsung Electronics에서 파운드리 위탁생산(일부·2나노 논의) 매입/사용.
- [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: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in 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."

### Synopsys (mid)  → /synopsys.md
- note: Synopsys에서 EDA 설계 툴 매입/사용.
- [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: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in 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."

### Soitec (mid)  → /soitec.md
- note: RF 프런트엔드에 RF-SOI 기판 사용.
- [confirms] Qualcomm (SEC EDGAR) (EN, filing, published 2025-11-05) https://www.sec.gov/Archives/edgar/data/804328/000080432825000085/qcom-20250928.htm: "QCT utilizes a fabless production model; we rely on sole- or limited-source suppliers for some products, particularly in QCT."
- [confirms] Soitec/GlobeNewswire (EN, filing, published 2025-05-27) https://www.globenewswire.com/news-release/2025/05/27/3088835/0/en/soitec-reports-fourth-quarter-revenue-and-full-year-results-of-fiscal-year-2025.html: "RF 프런트엔드에 RF-SOI 기판 사용."

### RF·패키지 부품 (비공개) (low)
- note: RF 프런트엔드·패키지 부품(비공개).
- [mentions] 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: 부품 원가."

### 네패스 (low)  → /nepes.md
- note: RF·전력관리 부품의 웨이퍼레벨/팬아웃 패키징(FO-WLP·패널레벨) 공급 이력 — 네패스는 8/12인치 플립칩 범핑·팬아웃 패키징 제공사로, 퀄컴 RF 패키징 파트너로 거론된다(as_of 2023). 다만 FY2025 10-K는 개별 패키징 공급사를 명시하지 않아 금액·현재성은 미공시.
- [confirms] THE ELEC (EN, news, published 2023-04-07) https://www.thelec.net/news/articleView.html?idxno=4485: "Nepes Laweh saw its order for FO-PLP work for certain chips by Qualcomm canceled recently."
- [confirms] 디일렉 (KO, news, published 2023-04-06) https://www.thelec.kr/news/articleView.html?idxno=20537: "네패스라웨는 최근 대형 고객사인 미국 퀄컴으로부터 특정 칩 제품의 FO-PLP 물량 공급건에 관한 계약을 해지당했다."

### SMIC (low)  → /smic.md
- note: 성숙노드(28nm) 스냅드래곤·전력관리칩(PMIC) 위탁 이력의 레거시 관계 — 첨단 플래그십(스냅드래곤 8 Elite 2 등)은 TSMC N3P로 생산되고, 미 수출통제로 첨단노드 SMIC 위탁은 제한된다. 현재 유효성은 성숙노드·중저가 물량에 한정되며 FY2025 10-K는 특정 공급사를 명시하지 않는다.
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "SMIC에서 레거시 파운드리 매입."
- [confirms] Statista (EN, analysis, published 2025-01-01) https://www.statista.com/chart/32653/market-share-of-semiconductor-foundries-by-revenue/: "SMIC에서 레거시 파운드리 매입."
- [mentions] Asian Legal Business (EN, news, published 2019-01-01) https://china.legalbusinessonline.com/news/qualcomm-turns-smic-snapdragon-chip-production/66127: "Qualcomm turned to SMIC for 28nm Snapdragon production; SMIC had previously made power-management chips for Qualcomm (legacy, mature node)."

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

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