{"slug":"renesas","name":"르네사스","name_en":"Renesas Electronics","ticker":"6723.T","updated_at":"2026-07-12T08:19:53.241+00:00","canonical":"https://valuechain.wiki/renesas","same_as":["https://finance.yahoo.com/quote/6723.T"],"citable":"밸류체인 그래프 기준 르네사스의 직접 연결 기업은 4곳(관계 기준 공급 3·매출 1)이고, 사슬을 2차까지 넓히면 37곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 4건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Renesas Electronics is directly linked to 4 companies (3 supply, 1 revenue relationships) and reaches 37 companies within two hops; the links are backed by 9 dated sources, 4 of them primary filings (as of 2026-07-12).","kicker":"닛케이 · 차량용 반도체 · 차량용 MCU 세계 2위","kicker_en":"Nikkei · Automotive chips · World No.2 in auto MCUs","lead":"차량용 마이크로컨트롤러(MCU) 세계 2위이자 전체 MCU 3위로, 2024년 매출은 약 ¥1.47조($10B)다. 차 한 대에 수십~수백 개 들어가는 MCU를 도요타 등 완성차·산업 OEM에 공급하며, R-Car SoC는 신형 RAV4 ADAS 제어유닛에 채택됐다. 선단 로직은 TSMC에 위탁하고, 전력 반도체로 확장하며 울프스피드에 SiC를 투자했다.","lead_en":"World No.2 in automotive microcontrollers (MCUs) and No.3 in MCUs overall, with ~¥1.47T ($10B) revenue in 2024. It supplies the dozens-to-hundreds of MCUs per car to automakers and industrial OEMs like Toyota, with its R-Car SoC selected for the new RAV4 ADAS control unit. It outsources leading-edge logic to TSMC and is expanding into power, investing in SiC via Wolfspeed.","segments":{"fy":2025,"parts":[{"desc":"차량용 MCU(세계 2위)·SoC(R-Car). 전동화·ADAS로 대당 반도체 탑재량 증가의 수혜, 울프스피드 SiC로 전력반도체 확장.","name":"차량용 MCU·SoC"}],"total":"차량용 MCU·SoC","source":"https://www.renesas.com/en/document/rep/financial-report-2024"},"segments_en":{"fy":2025,"parts":[{"desc":"Automotive MCUs (world No.2) and SoCs (R-Car); a beneficiary of rising chip content per vehicle from electrification/ADAS, expanding into power via Wolfspeed SiC.","name":"Automotive MCU and SoC"}],"total":"Automotive MCU and SoC"},"returns_yearly":{"2021":8.2,"2022":2.4,"2023":88,"2024":-13.6,"2025":23.8,"2026":84.9},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"mazda-motor","name":"마쓰다","name_en":"Mazda Motor","tier":2,"returns_yearly":{"2021":18.8,"2022":22.8,"2023":81.1,"2024":-39,"2025":17.3,"2026":-3.2}},{"slug":"toyota","name":"Toyota Motor Corporation","name_en":"Toyota Motor 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Materials","tier":3,"returns_yearly":{"2021":106,"2022":-30.5,"2023":26.1,"2024":-47.4,"2025":173.9,"2026":-15.7}},{"slug":"carl-zeiss-smt","name":"Carl Zeiss SMT","name_en":"Carl Zeiss SMT","tier":3,"returns_yearly":null},{"slug":"trumpf","name":"TRUMPF","name_en":"TRUMPF","tier":3,"returns_yearly":null}],"analysis":"투자 논점은 차량 전동화·ADAS로 대당 반도체 탑재량이 늘어나는 구조적 수요에 올라탄 차량용 MCU 2위 지위다. 도요타 등 완성차가 최대 전방시장이고 R-Car V4H가 신형 RAV4 ADAS에 채택되는 등 고집적 SoC로 올라가며, 선단 로직은 TSMC에 위탁하는 팹라이트 구조로 자본을 아낀다. 여기에 울프스피드 SiC 투자로 전력 반도체까지 넓혀 EV 인버터 수요를 겨냥한다. 다만 매출이 자동차·산업 사이클에 크게 묶여 있어 완성차 생산·재고 조정 국면에서 함께 꺾이고, 공급단으로는 TSMC 파운드리·시높시스·케이던스 EDA에 의존한다. 위험은 차량 반도체 재고조정과 SiC 등 신사업 투자 회수 속도다.","analysis_en":"The thesis is a No.2 automotive-MCU position riding structural demand as electrification and ADAS raise chip content per vehicle. Automakers like Toyota are its largest end market, it is moving up to high-integration SoCs (R-Car V4H selected for the new RAV4 ADAS), and it saves capital via a fab-lite structure outsourcing leading-edge logic to TSMC. A Wolfspeed SiC investment extends it into power semiconductors, targeting EV inverter demand. But revenue is heavily tied to the automotive/industrial cycle and rolls over with vehicle-production and inventory corrections, and on the supply side it depends on TSMC foundry and Synopsys/Cadence EDA. Risks are auto-chip inventory corrections and the payback pace of new investments like SiC.","analysis_asof":"2026-07-10"},"edges":[{"direction":"cost","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"mid","metric":{"type":"revenue","unit":"USD","basis":"연간 매출","value":10000000000,"period":"2024","basis_en":"annual revenue","qualifier":"approx"},"note":"TSMC에 선단 차량용 SoC(R-Car 등) 파운드리 위탁 — 팹라이트 구조로 첨단 노드 경쟁력 확보.","note_en":"Outsources leading-edge automotive SoC (R-Car etc.) foundry to TSMC — a fab-lite structure securing leading-edge competitiveness.","sources":[{"stance":"confirms","publisher":"EDINET/회사 IR","publisher_en":"EDINET / company IR","kind":"filing","lang":"ja","published_at":"2026-03-25","url":"https://www.renesas.com/en/document/rep/annual-securities-report-2025-ja","title":"renesas 有価証券報告書 (EDINET)","title_en":"Annual Securities Report (EDINET)","excerpt":"有価証券報告書: 매출·고객·사업.","excerpt_en":"Annual securities report: revenue, customers, business."},{"stance":"confirms","publisher":"르네사스","publisher_en":"Renesas","kind":"ir","lang":"en","published_at":"2025-03-01","url":"https://www.renesas.com/en/document/rep/financial-report-2024","title":"Renesas Financial Report 2024","title_en":"Renesas Financial Report 2024","excerpt":"TSMC에서 선단 공정 파운드리 매입.","excerpt_en":"Buys leading-edge foundry from TSMC."},{"stance":"confirms","publisher":"인포스탁데일리","publisher_en":"InfoStock Daily","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.infostockdaily.co.kr/news/articleView.html?idxno=192706","title":"르네사스 SiC 투자로 점유율 상승 기대","title_en":"Renesas eyes share gains via SiC","excerpt":"TSMC에서 선단 공정 파운드리 매입.","excerpt_en":"Buys leading-edge foundry from TSMC."}]},{"direction":"revenue","counterparty":"산업·IoT OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"segment":"Industrial/Infrastructure/IoT","yoy_pct":5.5,"revenue_jpy_bn":671.8},"note":"산업·IoT 기기 OEM에 MCU·SoC 공급 — 차량용을 보완하는 산업 매출축.","note_en":"Supplies MCUs and SoCs to industrial and IoT OEMs — an industrial revenue axis complementing automotive.","sources":[{"stance":"confirms","publisher":"르네사스 일렉트로닉스","publisher_en":"Renesas Electronics","kind":"ir","lang":"en","published_at":"2026-02-05","url":"https://www.renesas.com/en/document/rep/earnings-report-year-ended-december-31-2025","title":"르네사스 2025년 12월기 연결 실적 발표(회계연도 결산 보고)","title_en":"Renesas' Consolidated Financial Results for the Year Ended December 31, 2025","excerpt":"Non-GAAP revenue of the Industrial/Infrastructure/IoT Business for the year ended December 31, 2025 was 671.8 billion yen, a 35.0 billion yen (5.5%) increase year on year.","excerpt_en":"Non-GAAP revenue of the Industrial/Infrastructure/IoT Business for the year ended December 31, 2025 was 671.8 billion yen, a 35.0 billion yen (5.5%) increase year on year."},{"stance":"confirms","publisher":"르네사스","publisher_en":"Renesas","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.renesas.com/en/about/newsroom/renesas-reports-financial-results-year-ended-december-31-2025","title":"르네사스 FY2025 연결 실적 발표","title_en":"Renesas FY2025 Consolidated Financial Results","excerpt":"르네사스 산업·인프라·IoT 사업 FY2025 Non-GAAP 매출 ¥6,718억(+5.5%). 산업·데이터센터·IoT용 MCU·아날로그·전력 반도체.","excerpt_en":"Renesas Industrial/Infrastructure/IoT FY2025 Non-GAAP revenue JPY 671.8bn (+5.5%); MCUs, analog and power for industrial, datacenter and IoT."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"mid","metric":null,"note":"Synopsys EDA 툴·IP 라이선스 지급.","note_en":"Pays for synopsys EDA tools and IP licenses.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"르네사스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"renesas designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"르네사스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"renesas designs chips on synopsys EDA tools and IP."}]},{"direction":"cost","counterparty":"Cadence Design Systems","counterparty_slug":"cadence","confidence":"mid","metric":null,"note":"Cadence Design Systems EDA 툴·IP 라이선스 지급.","note_en":"Pays for cadence EDA tools and IP licenses.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm","title":"Cadence FY2025 연차보고서(10-K)","title_en":"Cadence FY2025 annual report (10-K)","excerpt":"르네사스가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"renesas designs chips on cadence EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"르네사스가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"renesas designs chips on cadence EDA tools and IP."}]},{"direction":"revenue","counterparty":"자동차·산업 OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"segment":"Automotive","op_yoy_pct":-11.6,"operating_profit_jpy_bn":196.6},"note":"도요타 등 자동차·산업 OEM에 차량용 MCU·SoC 공급 — 전동화·ADAS로 대당 탑재량이 늘수록 커지는 수요.","note_en":"Supplies automotive MCUs and SoCs to automotive/industrial OEMs like Toyota — demand that grows as electrification/ADAS raise chip content per vehicle.","sources":[{"stance":"confirms","publisher":"르네사스","publisher_en":"Renesas","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.renesas.com/en/about/newsroom/renesas-reports-financial-results-year-ended-december-31-2025","title":"르네사스 FY2025 연결 실적 발표","title_en":"Renesas FY2025 Consolidated Financial Results","excerpt":"르네사스 자동차 사업 FY2025 Non-GAAP 영업이익 ¥1,966억(-11.6%). 차량용 MCU·SoC(R-Car)·아날로그를 완성차·티어1에 공급.","excerpt_en":"Renesas Automotive FY2025 Non-GAAP operating profit JPY 196.6bn (-11.6%); automotive MCUs, SoCs (R-Car) and analog to automakers and Tier-1s."},{"stance":"confirms","publisher":"르네사스","publisher_en":"Renesas","kind":"ir","lang":"en","published_at":"2025-03-01","url":"https://www.renesas.com/en/document/rep/financial-report-2024","title":"Renesas Financial Report 2024","title_en":"Renesas Financial Report 2024","excerpt":"차량용 MCU을(를) 자동차·산업 OEM에 공급.","excerpt_en":"Supplies automotive MCUs to automotive and industrial OEM."}]},{"direction":"revenue","counterparty":"Toyota Motor Corporation","counterparty_slug":"toyota","confidence":"mid","metric":{"segment":"Automotive","relationship":"R-Car V4H design-in"},"note":"르네사스는 도요타에 차량용 반도체를 공급하며, R-Car V4H가 신형 RAV4 ADAS 제어유닛에 채택됐다. 자동차가 르네사스의 최대 전방시장이다.","note_en":"Renesas supplies automotive semiconductors to Toyota, with its R-Car V4H selected for the new RAV4 ADAS control unit. Automotive is Renesas's largest end market.","sources":[{"stance":"confirms","publisher":"르네사스 뉴스룸","publisher_en":"Renesas Newsroom","kind":"ir","lang":"en","published_at":"2026-02-24","url":"https://www.renesas.com/en/about/newsroom/renesas-r-car-v4h-adas-soc-selected-toyota-rav4-model","title":"Renesas R-Car V4H ADAS SoC Selected for Toyota RAV4 Model","title_en":"Renesas R-Car V4H ADAS SoC Selected for Toyota RAV4 Model","excerpt":"르네사스는 R-Car V4H가 도요타 신형 RAV4 제어유닛에 채택됐다고 발표하며 도요타향 매출 관계를 확인한다.","excerpt_en":"Renesas announces its R-Car V4H was selected for Toyota's new RAV4 control unit, confirming a revenue relationship with Toyota."},{"stance":"mentions","publisher":"르네사스","publisher_en":"Renesas","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.renesas.com/en/about/newsroom/renesas-reports-financial-results-year-ended-december-31-2025","title":"르네사스 FY2025 연결 실적 발표","title_en":"Renesas FY2025 Consolidated Financial Results","excerpt":"르네사스 자동차 사업(FY2025 Non-GAAP 영업익 ¥1,966억). R-Car V4H가 도요타 신형 RAV4 제어유닛에 채택.","excerpt_en":"Renesas Automotive (FY2025 Non-GAAP OP JPY 196.6bn); R-Car V4H designed into Toyota's new RAV4 control unit."}]},{"direction":"cost","counterparty":"전공정 장비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"르네사스","publisher_en":"Renesas","kind":"ir","lang":"en","published_at":"2025-03-01","url":"https://www.renesas.com/en/document/rep/financial-report-2024","title":"Renesas Financial Report 2024","title_en":"Renesas Financial Report 2024","excerpt":"제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]}]}